updates

_archived_fusion_faxes/__init__.py

@@ -0,0 +1,6 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import models
+from . import wizard

_archived_fusion_faxes/__manifest__.py

@@ -0,0 +1,58 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+{
+    'name': 'Fusion Faxes',
+    'version': '19.0.2.0.0',
+    'category': 'Productivity',
+    'summary': 'Send and receive faxes via RingCentral API from Sale Orders, Invoices, and Contacts.',
+    'description': """
+        Fusion Faxes
+        ============
+
+        Send faxes directly from Odoo using the RingCentral REST API.
+
+        Features:
+        ---------
+        * Send faxes from Sale Orders and Invoices
+        * Fax history tracked per contact
+        * Fax log with status tracking (draft/sending/sent/failed)
+        * Cover page text support
+        * Multiple document attachments per fax
+        * Chatter integration for fax events
+        * RingCentral JWT authentication (server-to-server)
+
+        Copyright 2026 Nexa Systems Inc. All rights reserved.
+    """,
+    'author': 'Nexa Systems Inc.',
+    'website': 'https://www.nexasystems.ca',
+    'license': 'OPL-1',
+    'depends': [
+        'base',
+        'mail',
+        'sale',
+        'sale_management',
+        'account',
+    ],
+    'external_dependencies': {
+        'python': ['ringcentral'],
+    },
+    'data': [
+        'security/security.xml',
+        'security/ir.model.access.csv',
+        'data/ir_config_parameter_data.xml',
+        'data/ir_sequence_data.xml',
+        'data/ir_cron_data.xml',
+        'views/fusion_fax_views.xml',
+        'views/dashboard_views.xml',
+        'views/res_config_settings_views.xml',
+        'views/res_partner_views.xml',
+        'views/sale_order_views.xml',
+        'views/account_move_views.xml',
+        'wizard/send_fax_wizard_views.xml',
+    ],
+    'installable': True,
+    'auto_install': False,
+    'application': True,
+}

_archived_fusion_faxes/data/ir_config_parameter_data.xml

@@ -0,0 +1,36 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <record id="config_ringcentral_enabled" model="ir.config_parameter">
+            <field name="key">fusion_faxes.ringcentral_enabled</field>
+            <field name="value">False</field>
+        </record>
+
+        <record id="config_ringcentral_server_url" model="ir.config_parameter">
+            <field name="key">fusion_faxes.ringcentral_server_url</field>
+            <field name="value">https://platform.ringcentral.com</field>
+        </record>
+
+        <record id="config_ringcentral_client_id" model="ir.config_parameter">
+            <field name="key">fusion_faxes.ringcentral_client_id</field>
+            <field name="value"></field>
+        </record>
+
+        <record id="config_ringcentral_client_secret" model="ir.config_parameter">
+            <field name="key">fusion_faxes.ringcentral_client_secret</field>
+            <field name="value"></field>
+        </record>
+
+        <record id="config_ringcentral_jwt_token" model="ir.config_parameter">
+            <field name="key">fusion_faxes.ringcentral_jwt_token</field>
+            <field name="value"></field>
+        </record>
+
+        <record id="config_last_inbound_poll" model="ir.config_parameter">
+            <field name="key">fusion_faxes.last_inbound_poll</field>
+            <field name="value"></field>
+        </record>
+
+    </data>
+</odoo>

_archived_fusion_faxes/data/ir_cron_data.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <record id="ir_cron_fetch_incoming_faxes" model="ir.cron">
+            <field name="name">Fusion Faxes: Fetch Incoming Faxes</field>
+            <field name="model_id" ref="model_fusion_fax"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_fetch_incoming_faxes()</field>
+            <field name="interval_number">5</field>
+            <field name="interval_type">minutes</field>
+            <field name="active">True</field>
+        </record>
+
+    </data>
+</odoo>

_archived_fusion_faxes/data/ir_sequence_data.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <record id="seq_fusion_fax" model="ir.sequence">
+            <field name="name">Fusion Fax</field>
+            <field name="code">fusion.fax</field>
+            <field name="prefix">FAX/</field>
+            <field name="padding">4</field>
+            <field name="company_id" eval="False"/>
+        </record>
+
+    </data>
+</odoo>

_archived_fusion_faxes/models/__init__.py

@@ -0,0 +1,11 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import fusion_fax
+from . import fusion_fax_document
+from . import dashboard
+from . import res_config_settings
+from . import res_partner
+from . import sale_order
+from . import account_move

_archived_fusion_faxes/models/account_move.py

@@ -0,0 +1,51 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import api, fields, models
+
+
+class AccountMove(models.Model):
+    _inherit = 'account.move'
+
+    x_ff_fax_ids = fields.One2many(
+        'fusion.fax',
+        'account_move_id',
+        string='Faxes',
+    )
+    x_ff_fax_count = fields.Integer(
+        string='Fax Count',
+        compute='_compute_fax_count',
+    )
+
+    @api.depends('x_ff_fax_ids')
+    def _compute_fax_count(self):
+        for move in self:
+            move.x_ff_fax_count = len(move.x_ff_fax_ids)
+
+    def action_send_fax(self):
+        """Open the Send Fax wizard pre-filled with this invoice."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Send Fax',
+            'res_model': 'fusion_faxes.send.fax.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'active_model': 'account.move',
+                'active_id': self.id,
+            },
+        }
+
+    def action_view_faxes(self):
+        """Open fax history for this invoice."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Faxes',
+            'res_model': 'fusion.fax',
+            'view_mode': 'list,form',
+            'domain': [('account_move_id', '=', self.id)],
+            'context': {'default_account_move_id': self.id},
+        }

_archived_fusion_faxes/models/dashboard.py

@@ -0,0 +1,88 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import api, fields, models, _
+import logging
+
+_logger = logging.getLogger(__name__)
+
+STATUS_DOMAINS = {
+    'all': [],
+    'sent': [('state', '=', 'sent')],
+    'failed': [('state', '=', 'failed')],
+    'draft': [('state', '=', 'draft')],
+    'received': [('state', '=', 'received')],
+}
+
+
+class FusionFaxDashboard(models.TransientModel):
+    _name = 'fusion.fax.dashboard'
+    _description = 'Fusion Fax Dashboard'
+    _rec_name = 'name'
+
+    name = fields.Char(default='Fax Dashboard', readonly=True)
+
+    # KPI stat fields
+    total_count = fields.Integer(compute='_compute_stats')
+    sent_count = fields.Integer(compute='_compute_stats')
+    received_count = fields.Integer(compute='_compute_stats')
+    failed_count = fields.Integer(compute='_compute_stats')
+    draft_count = fields.Integer(compute='_compute_stats')
+
+    # Recent faxes as a proper relational field for embedded list
+    recent_fax_ids = fields.Many2many(
+        'fusion.fax',
+        compute='_compute_recent_faxes',
+    )
+
+    def _compute_stats(self):
+        Fax = self.env['fusion.fax'].sudo()
+        for rec in self:
+            rec.total_count = Fax.search_count([])
+            rec.sent_count = Fax.search_count(STATUS_DOMAINS['sent'])
+            rec.received_count = Fax.search_count(STATUS_DOMAINS['received'])
+            rec.failed_count = Fax.search_count(STATUS_DOMAINS['failed'])
+            rec.draft_count = Fax.search_count(STATUS_DOMAINS['draft'])
+
+    def _compute_recent_faxes(self):
+        Fax = self.env['fusion.fax'].sudo()
+        for rec in self:
+            rec.recent_fax_ids = Fax.search([], order='create_date desc', limit=20)
+
+    # ------------------------------------------------------------------
+    # Actions
+    # ------------------------------------------------------------------
+
+    def action_open_all(self):
+        return self._open_fax_list('All Faxes', STATUS_DOMAINS['all'])
+
+    def action_open_sent(self):
+        return self._open_fax_list('Sent Faxes', STATUS_DOMAINS['sent'])
+
+    def action_open_received(self):
+        return self._open_fax_list('Received Faxes', STATUS_DOMAINS['received'])
+
+    def action_open_failed(self):
+        return self._open_fax_list('Failed Faxes', STATUS_DOMAINS['failed'])
+
+    def action_open_draft(self):
+        return self._open_fax_list('Draft Faxes', STATUS_DOMAINS['draft'])
+
+    def _open_fax_list(self, name, domain):
+        return {
+            'type': 'ir.actions.act_window',
+            'name': name,
+            'res_model': 'fusion.fax',
+            'view_mode': 'list,form',
+            'domain': domain,
+        }
+
+    def action_send_fax(self):
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Send Fax',
+            'res_model': 'fusion_faxes.send.fax.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+        }

_archived_fusion_faxes/models/fusion_fax.py

@@ -0,0 +1,581 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+import base64
+import json
+import logging
+from datetime import datetime, timedelta
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+from markupsafe import Markup
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionFax(models.Model):
+    _name = 'fusion.fax'
+    _description = 'Fax Record'
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+    _order = 'create_date desc'
+    _rec_name = 'name'
+
+    name = fields.Char(
+        string='Reference',
+        required=True,
+        copy=False,
+        readonly=True,
+        default=lambda self: _('New'),
+    )
+    direction = fields.Selection([
+        ('outbound', 'Outbound'),
+        ('inbound', 'Inbound'),
+    ], string='Direction', default='outbound', required=True, tracking=True)
+
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Recipient',
+        tracking=True,
+    )
+    fax_number = fields.Char(
+        string='Fax Number',
+        required=True,
+        tracking=True,
+    )
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('sending', 'Sending'),
+        ('sent', 'Sent'),
+        ('failed', 'Failed'),
+        ('received', 'Received'),
+    ], string='Status', default='draft', required=True, tracking=True)
+
+    # Inbound fax fields
+    sender_number = fields.Char(
+        string='Sender Number',
+        readonly=True,
+    )
+    received_date = fields.Datetime(
+        string='Received Date',
+        readonly=True,
+    )
+    rc_read_status = fields.Char(
+        string='Read Status',
+        readonly=True,
+    )
+
+    # Computed display fields for list views (work regardless of direction)
+    display_date = fields.Datetime(
+        string='Date',
+        compute='_compute_display_fields',
+        store=True,
+    )
+    display_number = fields.Char(
+        string='Fax Number',
+        compute='_compute_display_fields',
+        store=True,
+    )
+
+    cover_page_text = fields.Text(string='Cover Page Text')
+    document_ids = fields.One2many(
+        'fusion.fax.document',
+        'fax_id',
+        string='Documents',
+    )
+    document_count = fields.Integer(
+        compute='_compute_document_count',
+    )
+    # Keep for backwards compat with existing records
+    attachment_ids = fields.Many2many(
+        'ir.attachment',
+        'fusion_fax_attachment_rel',
+        'fax_id',
+        'attachment_id',
+        string='Attachments (Legacy)',
+    )
+    ringcentral_message_id = fields.Char(
+        string='RingCentral Message ID',
+        readonly=True,
+        copy=False,
+    )
+    sent_date = fields.Datetime(
+        string='Sent Date',
+        readonly=True,
+        copy=False,
+    )
+    sent_by_id = fields.Many2one(
+        'res.users',
+        string='Sent By',
+        readonly=True,
+        default=lambda self: self.env.user,
+    )
+    page_count = fields.Integer(
+        string='Pages',
+        readonly=True,
+        copy=False,
+    )
+    error_message = fields.Text(
+        string='Error Message',
+        readonly=True,
+        copy=False,
+    )
+
+    # Links to source documents
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        ondelete='set null',
+        tracking=True,
+    )
+    account_move_id = fields.Many2one(
+        'account.move',
+        string='Invoice',
+        ondelete='set null',
+        tracking=True,
+    )
+
+    def write(self, vals):
+        """Post chatter message when a sale order or invoice is linked."""
+        old_so_ids = {rec.id: rec.sale_order_id.id for rec in self}
+        result = super().write(vals)
+
+        if 'sale_order_id' in vals:
+            for rec in self:
+                new_so = rec.sale_order_id
+                old_so_id = old_so_ids.get(rec.id)
+                if new_so and new_so.id != old_so_id:
+                    rec._post_link_chatter_message(new_so)
+                    # Also set the partner from the SO if not already matched
+                    if not rec.partner_id and new_so.partner_id:
+                        rec.partner_id = new_so.partner_id
+
+        return result
+
+    def _post_link_chatter_message(self, sale_order):
+        """Post a message on the sale order when a fax is linked to it."""
+        self.ensure_one()
+        direction_label = 'Received' if self.direction == 'inbound' else 'Sent'
+        date_str = ''
+        if self.direction == 'inbound' and self.received_date:
+            date_str = self.received_date.strftime('%b %d, %Y %H:%M')
+        elif self.sent_date:
+            date_str = self.sent_date.strftime('%b %d, %Y %H:%M')
+
+        number = self.sender_number or self.fax_number or ''
+        body = Markup(
+            '<p><strong>Fax Linked</strong></p>'
+            '<p>%s fax <a href="/odoo/faxes/%s"><b>%s</b></a> has been linked to this order.</p>'
+            '<ul>'
+            '<li>Fax Number: %s</li>'
+            '<li>Date: %s</li>'
+            '<li>Pages: %s</li>'
+            '</ul>'
+        ) % (direction_label, self.id, self.name, number,
+             date_str or '-', self.page_count or '-')
+
+        # Attach the fax documents to the chatter message
+        attachment_ids = self.document_ids.mapped('attachment_id').ids
+        sale_order.message_post(
+            body=body,
+            message_type='notification',
+            attachment_ids=attachment_ids,
+        )
+
+    @api.depends('document_ids')
+    def _compute_document_count(self):
+        for rec in self:
+            rec.document_count = len(rec.document_ids)
+
+    @api.depends('direction', 'sent_date', 'received_date', 'fax_number', 'sender_number')
+    def _compute_display_fields(self):
+        for rec in self:
+            if rec.direction == 'inbound':
+                rec.display_date = rec.received_date
+                rec.display_number = rec.sender_number or rec.fax_number
+            else:
+                rec.display_date = rec.sent_date
+                rec.display_number = rec.fax_number
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get('name', _('New')) == _('New'):
+                vals['name'] = self.env['ir.sequence'].next_by_code('fusion.fax') or _('New')
+        return super().create(vals_list)
+
+    # ------------------------------------------------------------------
+    # RingCentral SDK helpers
+    # ------------------------------------------------------------------
+
+    def _get_rc_sdk(self):
+        """Initialize and authenticate the RingCentral SDK. Returns (sdk, platform) tuple."""
+        ICP = self.env['ir.config_parameter'].sudo()
+        enabled = ICP.get_param('fusion_faxes.ringcentral_enabled', 'False')
+        if enabled not in ('True', 'true', '1'):
+            raise UserError(_('RingCentral faxing is not enabled. Go to Settings > Fusion Faxes to enable it.'))
+
+        client_id = ICP.get_param('fusion_faxes.ringcentral_client_id', '')
+        client_secret = ICP.get_param('fusion_faxes.ringcentral_client_secret', '')
+        server_url = ICP.get_param('fusion_faxes.ringcentral_server_url', 'https://platform.ringcentral.com')
+        jwt_token = ICP.get_param('fusion_faxes.ringcentral_jwt_token', '')
+
+        if not all([client_id, client_secret, jwt_token]):
+            raise UserError(_(
+                'RingCentral credentials are not configured. '
+                'Go to Settings > Fusion Faxes and enter Client ID, Client Secret, and JWT Token.'
+            ))
+
+        try:
+            from ringcentral import SDK
+        except ImportError:
+            raise UserError(_(
+                'The ringcentral Python package is not installed. '
+                'Run: pip install ringcentral'
+            ))
+
+        sdk = SDK(client_id, client_secret, server_url)
+        platform = sdk.platform()
+        platform.login(jwt=jwt_token)
+        return sdk, platform
+
+    def _get_ordered_attachments(self):
+        """Return attachments in the correct order: document_ids by sequence, or legacy attachment_ids."""
+        self.ensure_one()
+        if self.document_ids:
+            return self.document_ids.sorted('sequence').mapped('attachment_id')
+        return self.attachment_ids
+
+    def _send_fax(self):
+        """Send this fax record via RingCentral API."""
+        self.ensure_one()
+
+        attachments = self._get_ordered_attachments()
+        if not attachments:
+            raise UserError(_('Please attach at least one document to send.'))
+
+        self.write({'state': 'sending', 'error_message': False})
+
+        try:
+            sdk, platform = self._get_rc_sdk()
+
+            # Use the SDK's multipart builder
+            builder = sdk.create_multipart_builder()
+
+            # Set the JSON body (metadata)
+            body = {
+                'to': [{'phoneNumber': self.fax_number}],
+                'faxResolution': 'High',
+            }
+            if self.cover_page_text:
+                body['coverPageText'] = self.cover_page_text
+
+            builder.set_body(body)
+
+            # Add document attachments in sequence order
+            for attachment in attachments:
+                file_content = base64.b64decode(attachment.datas)
+                builder.add((attachment.name, file_content))
+
+            # Build the request and send
+            request = builder.request('/restapi/v1.0/account/~/extension/~/fax')
+            response = platform.send_request(request)
+            result = response.json()
+
+            # Extract response fields
+            message_id = ''
+            page_count = 0
+            if hasattr(result, 'id'):
+                message_id = str(result.id)
+            elif isinstance(result, dict):
+                message_id = str(result.get('id', ''))
+
+            if hasattr(result, 'pageCount'):
+                page_count = result.pageCount
+            elif isinstance(result, dict):
+                page_count = result.get('pageCount', 0)
+
+            self.write({
+                'state': 'sent',
+                'ringcentral_message_id': message_id,
+                'sent_date': fields.Datetime.now(),
+                'sent_by_id': self.env.user.id,
+                'page_count': page_count,
+            })
+
+            # Post chatter message on linked documents
+            self._post_fax_chatter_message(success=True)
+
+            _logger.info("Fax %s sent successfully. RC Message ID: %s", self.name, message_id)
+
+        except UserError:
+            raise
+        except Exception as e:
+            error_msg = str(e)
+            self.write({
+                'state': 'failed',
+                'error_message': error_msg,
+            })
+            self._post_fax_chatter_message(success=False)
+            _logger.exception("Fax %s failed to send", self.name)
+            raise UserError(_('Fax sending failed: %s') % error_msg)
+
+    def _post_fax_chatter_message(self, success=True):
+        """Post a chatter message on the linked sale order or invoice."""
+        self.ensure_one()
+        if success:
+            body = Markup(
+                '<p><strong>Fax Sent</strong></p>'
+                '<p>Fax <b>%s</b> sent successfully to <b>%s</b> (%s).</p>'
+                '<p>Pages: %s | RingCentral ID: %s</p>'
+            ) % (self.name, self.partner_id.name, self.fax_number,
+                 self.page_count or '-', self.ringcentral_message_id or '-')
+        else:
+            body = Markup(
+                '<p><strong>Fax Failed</strong></p>'
+                '<p>Fax <b>%s</b> to <b>%s</b> (%s) failed.</p>'
+                '<p>Error: %s</p>'
+            ) % (self.name, self.partner_id.name, self.fax_number,
+                 self.error_message or 'Unknown error')
+
+        if self.sale_order_id:
+            self.sale_order_id.message_post(body=body, message_type='notification')
+        if self.account_move_id:
+            self.account_move_id.message_post(body=body, message_type='notification')
+
+    # ------------------------------------------------------------------
+    # Actions
+    # ------------------------------------------------------------------
+
+    def action_send(self):
+        """Button action to send this fax."""
+        self.ensure_one()
+        self._send_fax()
+
+    def action_retry(self):
+        """Retry a failed fax."""
+        self.ensure_one()
+        if self.state != 'failed':
+            raise UserError(_('Only failed faxes can be retried.'))
+        self._send_fax()
+
+    def action_resend(self):
+        """Resend a previously sent fax with all the same attachments."""
+        self.ensure_one()
+        if self.state != 'sent':
+            raise UserError(_('Only sent faxes can be resent.'))
+        self._send_fax()
+
+    def action_open_sale_order(self):
+        """Open the linked sale order."""
+        self.ensure_one()
+        if not self.sale_order_id:
+            return
+        return {
+            'type': 'ir.actions.act_window',
+            'name': self.sale_order_id.name,
+            'res_model': 'sale.order',
+            'res_id': self.sale_order_id.id,
+            'view_mode': 'form',
+        }
+
+    def action_reset_to_draft(self):
+        """Reset a failed fax back to draft."""
+        self.ensure_one()
+        if self.state not in ('failed',):
+            raise UserError(_('Only failed faxes can be reset to draft.'))
+        self.write({
+            'state': 'draft',
+            'error_message': False,
+        })
+
+    # ------------------------------------------------------------------
+    # Incoming fax polling
+    # ------------------------------------------------------------------
+
+    @api.model
+    def _cron_fetch_incoming_faxes(self):
+        """Poll RingCentral for inbound faxes and create records."""
+        ICP = self.env['ir.config_parameter'].sudo()
+        enabled = ICP.get_param('fusion_faxes.ringcentral_enabled', 'False')
+        if enabled not in ('True', 'true', '1'):
+            return
+
+        client_id = ICP.get_param('fusion_faxes.ringcentral_client_id', '')
+        client_secret = ICP.get_param('fusion_faxes.ringcentral_client_secret', '')
+        server_url = ICP.get_param('fusion_faxes.ringcentral_server_url', 'https://platform.ringcentral.com')
+        jwt_token = ICP.get_param('fusion_faxes.ringcentral_jwt_token', '')
+
+        if not all([client_id, client_secret, jwt_token]):
+            _logger.warning("Fusion Faxes: RingCentral credentials not configured, skipping inbound poll.")
+            return
+
+        try:
+            from ringcentral import SDK
+        except ImportError:
+            _logger.error("Fusion Faxes: ringcentral package not installed.")
+            return
+
+        # Determine dateFrom: last poll or 1 year ago for first run
+        last_poll = ICP.get_param('fusion_faxes.last_inbound_poll', '')
+        if last_poll:
+            date_from = last_poll
+        else:
+            one_year_ago = datetime.utcnow() - timedelta(days=365)
+            date_from = one_year_ago.strftime('%Y-%m-%dT%H:%M:%S.000Z')
+
+        try:
+            sdk = SDK(client_id, client_secret, server_url)
+            platform = sdk.platform()
+            platform.login(jwt=jwt_token)
+
+            total_imported = 0
+            total_skipped = 0
+
+            # Fetch first page
+            endpoint = (
+                '/restapi/v1.0/account/~/extension/~/message-store'
+                f'?messageType=Fax&direction=Inbound&dateFrom={date_from}'
+                '&perPage=100'
+            )
+
+            while endpoint:
+                response = platform.get(endpoint)
+                data = response.json()
+
+                records = []
+                if hasattr(data, 'records'):
+                    records = data.records
+                elif isinstance(data, dict):
+                    records = data.get('records', [])
+
+                for msg in records:
+                    msg_id = str(msg.get('id', '')) if isinstance(msg, dict) else str(getattr(msg, 'id', ''))
+
+                    # Deduplicate
+                    existing = self.search_count([('ringcentral_message_id', '=', msg_id)])
+                    if existing:
+                        total_skipped += 1
+                        continue
+
+                    imported = self._import_inbound_fax(msg, platform)
+                    if imported:
+                        total_imported += 1
+
+                # Handle pagination
+                endpoint = None
+                navigation = None
+                if isinstance(data, dict):
+                    navigation = data.get('navigation', {})
+                elif hasattr(data, 'navigation'):
+                    navigation = data.navigation
+
+                if navigation:
+                    next_page = None
+                    if isinstance(navigation, dict):
+                        next_page = navigation.get('nextPage', {})
+                    elif hasattr(navigation, 'nextPage'):
+                        next_page = navigation.nextPage
+
+                    if next_page:
+                        next_uri = next_page.get('uri', '') if isinstance(next_page, dict) else getattr(next_page, 'uri', '')
+                        if next_uri:
+                            endpoint = next_uri
+
+            # Update last poll timestamp
+            ICP.set_param('fusion_faxes.last_inbound_poll', datetime.utcnow().strftime('%Y-%m-%dT%H:%M:%S.000Z'))
+
+            if total_imported:
+                _logger.info("Fusion Faxes: Imported %d inbound faxes, skipped %d duplicates.", total_imported, total_skipped)
+
+        except Exception:
+            _logger.exception("Fusion Faxes: Error fetching inbound faxes from RingCentral.")
+
+    def _import_inbound_fax(self, msg, platform):
+        """Import a single inbound fax message from RingCentral."""
+        try:
+            # Extract fields (handle both dict and SDK JsonObject responses)
+            if isinstance(msg, dict):
+                msg_id = str(msg.get('id', ''))
+                from_info = msg.get('from', {})
+                sender = from_info.get('phoneNumber', '') if isinstance(from_info, dict) else ''
+                creation_time = msg.get('creationTime', '')
+                read_status = msg.get('readStatus', '')
+                page_count = msg.get('faxPageCount', 0)
+                attachments = msg.get('attachments', [])
+            else:
+                msg_id = str(getattr(msg, 'id', ''))
+                # SDK exposes 'from' as 'from_' since 'from' is a Python keyword
+                from_info = getattr(msg, 'from_', None) or getattr(msg, 'from', None)
+                sender = getattr(from_info, 'phoneNumber', '') if from_info else ''
+                creation_time = getattr(msg, 'creationTime', '')
+                read_status = getattr(msg, 'readStatus', '')
+                page_count = getattr(msg, 'faxPageCount', 0)
+                attachments = getattr(msg, 'attachments', [])
+
+            # Parse received datetime
+            received_dt = False
+            if creation_time:
+                try:
+                    clean_time = creation_time.replace('Z', '+00:00')
+                    received_dt = datetime.fromisoformat(clean_time).strftime('%Y-%m-%d %H:%M:%S')
+                except (ValueError, AttributeError):
+                    received_dt = False
+
+            # Try to match sender to a partner
+            partner = False
+            if sender:
+                partner = self.env['res.partner'].sudo().search(
+                    [('x_ff_fax_number', '=', sender)], limit=1
+                )
+
+            # Download the PDF attachment
+            document_lines = []
+            for att in attachments:
+                att_uri = att.get('uri', '') if isinstance(att, dict) else getattr(att, 'uri', '')
+                att_type = att.get('contentType', '') if isinstance(att, dict) else getattr(att, 'contentType', '')
+
+                if not att_uri:
+                    continue
+
+                try:
+                    att_response = platform.get(att_uri)
+                    pdf_content = att_response.body()
+                    if not pdf_content:
+                        continue
+
+                    file_ext = 'pdf' if 'pdf' in (att_type or '') else 'bin'
+                    file_name = f'FAX_IN_{msg_id}.{file_ext}'
+
+                    ir_attachment = self.env['ir.attachment'].sudo().create({
+                        'name': file_name,
+                        'type': 'binary',
+                        'datas': base64.b64encode(pdf_content),
+                        'mimetype': att_type or 'application/pdf',
+                        'res_model': 'fusion.fax',
+                    })
+                    document_lines.append((0, 0, {
+                        'sequence': 10,
+                        'attachment_id': ir_attachment.id,
+                    }))
+                except Exception:
+                    _logger.exception("Fusion Faxes: Failed to download attachment for message %s", msg_id)
+
+            # Create the fax record
+            self.sudo().create({
+                'direction': 'inbound',
+                'state': 'received',
+                'fax_number': sender or 'Unknown',
+                'sender_number': sender,
+                'partner_id': partner.id if partner else False,
+                'ringcentral_message_id': msg_id,
+                'received_date': received_dt,
+                'page_count': page_count or 0,
+                'rc_read_status': read_status,
+                'document_ids': document_lines,
+            })
+            return True
+
+        except Exception:
+            _logger.exception("Fusion Faxes: Failed to import inbound fax message.")
+            return False

_archived_fusion_faxes/models/fusion_fax_document.py

@@ -0,0 +1,48 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import api, fields, models
+
+
+class FusionFaxDocument(models.Model):
+    _name = 'fusion.fax.document'
+    _description = 'Fax Document Line'
+    _order = 'sequence, id'
+
+    fax_id = fields.Many2one(
+        'fusion.fax',
+        string='Fax',
+        required=True,
+        ondelete='cascade',
+    )
+    sequence = fields.Integer(
+        string='Order',
+        default=10,
+    )
+    attachment_id = fields.Many2one(
+        'ir.attachment',
+        string='Document',
+        required=True,
+        ondelete='cascade',
+    )
+    file_name = fields.Char(
+        related='attachment_id.name',
+        string='File Name',
+    )
+    mimetype = fields.Char(
+        related='attachment_id.mimetype',
+        string='Type',
+    )
+
+    def action_preview(self):
+        """Open the attachment in Odoo's built-in PDF viewer dialog."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'fusion_claims.preview_document',
+            'params': {
+                'attachment_id': self.attachment_id.id,
+                'title': self.file_name or 'Document Preview',
+            },
+        }

_archived_fusion_faxes/models/res_config_settings.py

@@ -0,0 +1,125 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import api, fields, models
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = 'res.config.settings'
+
+    ff_ringcentral_enabled = fields.Boolean(
+        string='Enable RingCentral Faxing',
+        config_parameter='fusion_faxes.ringcentral_enabled',
+    )
+    ff_ringcentral_server_url = fields.Char(
+        string='RingCentral Server URL',
+        config_parameter='fusion_faxes.ringcentral_server_url',
+        default='https://platform.ringcentral.com',
+    )
+    ff_ringcentral_client_id = fields.Char(
+        string='Client ID',
+        config_parameter='fusion_faxes.ringcentral_client_id',
+        groups='fusion_faxes.group_fax_manager',
+    )
+    ff_ringcentral_client_secret = fields.Char(
+        string='Client Secret',
+        config_parameter='fusion_faxes.ringcentral_client_secret',
+        groups='fusion_faxes.group_fax_manager',
+    )
+    ff_ringcentral_jwt_token = fields.Char(
+        string='JWT Token',
+        config_parameter='fusion_faxes.ringcentral_jwt_token',
+        groups='fusion_faxes.group_fax_manager',
+    )
+
+    def action_test_ringcentral_connection(self):
+        """Test connection to RingCentral using stored credentials."""
+        self.ensure_one()
+        ICP = self.env['ir.config_parameter'].sudo()
+        client_id = ICP.get_param('fusion_faxes.ringcentral_client_id', '')
+        client_secret = ICP.get_param('fusion_faxes.ringcentral_client_secret', '')
+        server_url = ICP.get_param('fusion_faxes.ringcentral_server_url', 'https://platform.ringcentral.com')
+        jwt_token = ICP.get_param('fusion_faxes.ringcentral_jwt_token', '')
+
+        if not all([client_id, client_secret, jwt_token]):
+            return {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': 'Configuration Missing',
+                    'message': 'Please fill in Client ID, Client Secret, and JWT Token before testing.',
+                    'type': 'warning',
+                    'sticky': False,
+                },
+            }
+
+        try:
+            from ringcentral import SDK
+            sdk = SDK(client_id, client_secret, server_url)
+            platform = sdk.platform()
+            platform.login(jwt=jwt_token)
+
+            # Fetch account info to verify
+            res = platform.get('/restapi/v1.0/account/~/extension/~')
+            ext_info = res.json()
+            ext_name = ext_info.name if hasattr(ext_info, 'name') else str(ext_info.get('name', 'Unknown'))
+
+            return {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': 'Connection Successful',
+                    'message': f'Connected to RingCentral as: {ext_name}',
+                    'type': 'success',
+                    'sticky': False,
+                },
+            }
+        except ImportError:
+            return {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': 'SDK Not Installed',
+                    'message': 'The ringcentral Python package is not installed. Run: pip install ringcentral',
+                    'type': 'danger',
+                    'sticky': True,
+                },
+            }
+        except Exception as e:
+            _logger.exception("RingCentral connection test failed")
+            return {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': 'Connection Failed',
+                    'message': str(e),
+                    'type': 'danger',
+                    'sticky': True,
+                },
+            }
+
+    def set_values(self):
+        """Protect credential fields from being blanked accidentally."""
+        protected_keys = [
+            'fusion_faxes.ringcentral_client_id',
+            'fusion_faxes.ringcentral_client_secret',
+            'fusion_faxes.ringcentral_jwt_token',
+        ]
+        ICP = self.env['ir.config_parameter'].sudo()
+        for key in protected_keys:
+            field_map = {
+                'fusion_faxes.ringcentral_client_id': 'ff_ringcentral_client_id',
+                'fusion_faxes.ringcentral_client_secret': 'ff_ringcentral_client_secret',
+                'fusion_faxes.ringcentral_jwt_token': 'ff_ringcentral_jwt_token',
+            }
+            field_name = field_map[key]
+            new_val = getattr(self, field_name, None)
+            if new_val in (None, False, ''):
+                existing = ICP.get_param(key, '')
+                if existing:
+                    ICP.set_param(key, existing)
+        return super().set_values()

_archived_fusion_faxes/models/res_partner.py

@@ -0,0 +1,37 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import api, fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    x_ff_fax_number = fields.Char(string='Fax Number')
+    x_ff_fax_ids = fields.One2many(
+        'fusion.fax',
+        'partner_id',
+        string='Fax History',
+    )
+    x_ff_fax_count = fields.Integer(
+        string='Fax Count',
+        compute='_compute_fax_count',
+    )
+
+    @api.depends('x_ff_fax_ids')
+    def _compute_fax_count(self):
+        for partner in self:
+            partner.x_ff_fax_count = len(partner.x_ff_fax_ids)
+
+    def action_view_faxes(self):
+        """Open fax history for this contact."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Fax History',
+            'res_model': 'fusion.fax',
+            'view_mode': 'list,form',
+            'domain': [('partner_id', '=', self.id)],
+            'context': {'default_partner_id': self.id},
+        }

_archived_fusion_faxes/models/sale_order.py

@@ -0,0 +1,51 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import api, fields, models
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    x_ff_fax_ids = fields.One2many(
+        'fusion.fax',
+        'sale_order_id',
+        string='Faxes',
+    )
+    x_ff_fax_count = fields.Integer(
+        string='Fax Count',
+        compute='_compute_fax_count',
+    )
+
+    @api.depends('x_ff_fax_ids')
+    def _compute_fax_count(self):
+        for order in self:
+            order.x_ff_fax_count = len(order.x_ff_fax_ids)
+
+    def action_send_fax(self):
+        """Open the Send Fax wizard pre-filled with this sale order."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Send Fax',
+            'res_model': 'fusion_faxes.send.fax.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'active_model': 'sale.order',
+                'active_id': self.id,
+            },
+        }
+
+    def action_view_faxes(self):
+        """Open fax history for this sale order."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Faxes',
+            'res_model': 'fusion.fax',
+            'view_mode': 'list,form',
+            'domain': [('sale_order_id', '=', self.id)],
+            'context': {'default_sale_order_id': self.id},
+        }

_archived_fusion_faxes/security/ir.model.access.csv

@@ -0,0 +1,8 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_fusion_fax_user,fusion.fax.user,model_fusion_fax,group_fax_user,1,1,1,0
+access_fusion_fax_manager,fusion.fax.manager,model_fusion_fax,group_fax_manager,1,1,1,1
+access_fusion_send_fax_wizard_user,fusion.send.fax.wizard.user,model_fusion_faxes_send_fax_wizard,group_fax_user,1,1,1,1
+access_fusion_send_fax_wizard_line_user,fusion.send.fax.wizard.line.user,model_fusion_faxes_send_fax_wizard_line,group_fax_user,1,1,1,1
+access_fusion_fax_document_user,fusion.fax.document.user,model_fusion_fax_document,group_fax_user,1,1,1,0
+access_fusion_fax_document_manager,fusion.fax.document.manager,model_fusion_fax_document,group_fax_manager,1,1,1,1
+access_fusion_fax_dashboard_user,fusion.fax.dashboard.user,model_fusion_fax_dashboard,group_fax_user,1,1,1,1

_archived_fusion_faxes/security/security.xml

@@ -0,0 +1,36 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="0">
+
+        <!-- User group: can send faxes and view own fax history -->
+        <record id="group_fax_user" model="res.groups">
+            <field name="name">Fusion Faxes / User</field>
+            <field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
+        </record>
+
+        <!-- Manager group: can view all faxes and configure settings -->
+        <record id="group_fax_manager" model="res.groups">
+            <field name="name">Fusion Faxes / Manager</field>
+            <field name="implied_ids" eval="[(4, ref('group_fax_user'))]"/>
+        </record>
+
+        <!-- Record rules -->
+
+        <!-- Users see only their own faxes -->
+        <record id="rule_fax_user_own" model="ir.rule">
+            <field name="name">Fax: user sees own faxes</field>
+            <field name="model_id" ref="model_fusion_fax"/>
+            <field name="domain_force">[('sent_by_id', '=', user.id)]</field>
+            <field name="groups" eval="[(4, ref('group_fax_user'))]"/>
+        </record>
+
+        <!-- Managers see all faxes -->
+        <record id="rule_fax_manager_all" model="ir.rule">
+            <field name="name">Fax: manager sees all faxes</field>
+            <field name="model_id" ref="model_fusion_fax"/>
+            <field name="domain_force">[(1, '=', 1)]</field>
+            <field name="groups" eval="[(4, ref('group_fax_manager'))]"/>
+        </record>
+
+    </data>
+</odoo>

_archived_fusion_faxes/views/account_move_views.xml

@@ -0,0 +1,31 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Add Send Fax button + smart button to invoice form -->
+    <record id="view_account_move_form_inherit_fusion_faxes" model="ir.ui.view">
+        <field name="name">account.move.form.inherit.fusion_faxes</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_move_form"/>
+        <field name="arch" type="xml">
+
+            <!-- Smart button for fax count -->
+            <xpath expr="//div[@name='button_box']" position="inside">
+                <button name="action_view_faxes" type="object"
+                        class="oe_stat_button" icon="fa-fax"
+                        invisible="x_ff_fax_count == 0">
+                    <field name="x_ff_fax_count" widget="statinfo" string="Faxes"/>
+                </button>
+            </xpath>
+
+            <!-- Send Fax header button -->
+            <xpath expr="//header" position="inside">
+                <button name="action_send_fax" string="Send Fax"
+                        type="object" class="btn-secondary"
+                        icon="fa-fax"
+                        groups="fusion_faxes.group_fax_user"/>
+            </xpath>
+
+        </field>
+    </record>
+
+</odoo>

_archived_fusion_faxes/views/dashboard_views.xml

@@ -0,0 +1,156 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Dashboard Form View -->
+    <record id="view_fusion_fax_dashboard_form" model="ir.ui.view">
+        <field name="name">fusion.fax.dashboard.form</field>
+        <field name="model">fusion.fax.dashboard</field>
+        <field name="arch" type="xml">
+            <form string="Fax Dashboard" create="0" delete="0" edit="0">
+                <sheet>
+                    <field name="name" invisible="1"/>
+                    <!-- Title -->
+                    <div class="mb-4">
+                        <span class="text-muted">Overview of fax activity and quick actions</span>
+                    </div>
+
+                    <!-- KPI Stat Cards -->
+                    <div class="d-flex flex-nowrap gap-3 mb-4">
+
+                        <!-- Total Faxes -->
+                        <div class="flex-fill">
+                            <button name="action_open_all" type="object"
+                                    class="btn btn-primary w-100 p-0 border-0 rounded-3">
+                                <div class="text-center py-3 px-2">
+                                    <div class="fw-bold" style="font-size: 2rem;">
+                                        <field name="total_count"/>
+                                    </div>
+                                    <div style="font-size: 0.85rem;">Total Faxes</div>
+                                </div>
+                            </button>
+                        </div>
+
+                        <!-- Sent -->
+                        <div class="flex-fill">
+                            <button name="action_open_sent" type="object"
+                                    class="btn btn-success w-100 p-0 border-0 rounded-3">
+                                <div class="text-center py-3 px-2">
+                                    <div class="fw-bold" style="font-size: 2rem;">
+                                        <field name="sent_count"/>
+                                    </div>
+                                    <div style="font-size: 0.85rem;">Sent</div>
+                                </div>
+                            </button>
+                        </div>
+
+                        <!-- Received -->
+                        <div class="flex-fill">
+                            <button name="action_open_received" type="object"
+                                    class="btn btn-info w-100 p-0 border-0 rounded-3">
+                                <div class="text-center py-3 px-2">
+                                    <div class="fw-bold" style="font-size: 2rem;">
+                                        <field name="received_count"/>
+                                    </div>
+                                    <div style="font-size: 0.85rem;">Received</div>
+                                </div>
+                            </button>
+                        </div>
+
+                        <!-- Failed -->
+                        <div class="flex-fill" invisible="failed_count == 0">
+                            <button name="action_open_failed" type="object"
+                                    class="btn btn-danger w-100 p-0 border-0 rounded-3">
+                                <div class="text-center py-3 px-2">
+                                    <div class="fw-bold" style="font-size: 2rem;">
+                                        <field name="failed_count"/>
+                                    </div>
+                                    <div style="font-size: 0.85rem;">Failed</div>
+                                </div>
+                            </button>
+                        </div>
+
+                        <!-- Draft -->
+                        <div class="flex-fill" invisible="draft_count == 0">
+                            <button name="action_open_draft" type="object"
+                                    class="btn btn-warning w-100 p-0 border-0 rounded-3">
+                                <div class="text-center py-3 px-2">
+                                    <div class="fw-bold" style="font-size: 2rem;">
+                                        <field name="draft_count"/>
+                                    </div>
+                                    <div style="font-size: 0.85rem;">Draft</div>
+                                </div>
+                            </button>
+                        </div>
+
+                    </div>
+
+                    <!-- Quick Action Buttons -->
+                    <div class="d-flex gap-2 mb-4">
+                        <button name="action_send_fax" type="object"
+                                class="btn btn-primary"
+                                icon="fa-fax">
+                            Send New Fax
+                        </button>
+                        <button name="action_open_all" type="object"
+                                class="btn btn-secondary"
+                                icon="fa-list">
+                            View All Faxes
+                        </button>
+                        <button name="action_open_received" type="object"
+                                class="btn btn-secondary"
+                                icon="fa-download">
+                            View Received
+                        </button>
+                        <button name="action_open_failed" type="object"
+                                class="btn btn-secondary"
+                                icon="fa-exclamation-triangle"
+                                invisible="failed_count == 0">
+                            View Failed
+                        </button>
+                    </div>
+
+                    <!-- Recent Fax History -->
+                    <separator string="Recent Fax History"/>
+                    <field name="recent_fax_ids" nolabel="1" readonly="1">
+                        <list decoration-danger="state == 'failed'"
+                              decoration-success="state in ('sent', 'received')"
+                              decoration-info="state == 'sending'">
+                            <field name="name"/>
+                            <field name="direction" widget="badge"
+                                   decoration-info="direction == 'outbound'"
+                                   decoration-success="direction == 'inbound'"/>
+                            <field name="display_date" string="Date"/>
+                            <field name="partner_id"/>
+                            <field name="display_number" string="Fax Number"/>
+                            <field name="page_count"/>
+                            <field name="state" widget="badge"
+                                   decoration-success="state in ('sent', 'received')"
+                                   decoration-danger="state == 'failed'"
+                                   decoration-info="state == 'sending'"
+                                   decoration-warning="state == 'draft'"/>
+                            <field name="sent_by_id" optional="show"/>
+                        </list>
+                    </field>
+
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Dashboard Action -->
+    <record id="action_fusion_fax_dashboard" model="ir.actions.act_window">
+        <field name="name">Dashboard</field>
+        <field name="res_model">fusion.fax.dashboard</field>
+        <field name="view_mode">form</field>
+        <field name="view_id" ref="view_fusion_fax_dashboard_form"/>
+        <field name="target">current</field>
+    </record>
+
+    <!-- Dashboard Menu (first item under Faxes root) -->
+    <menuitem id="menu_fusion_fax_dashboard"
+              name="Dashboard"
+              parent="menu_fusion_faxes_root"
+              action="action_fusion_fax_dashboard"
+              sequence="1"/>
+
+</odoo>

_archived_fusion_faxes/views/fusion_fax_views.xml

@@ -0,0 +1,259 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Fax Form View -->
+    <record id="view_fusion_fax_form" model="ir.ui.view">
+        <field name="name">fusion.fax.form</field>
+        <field name="model">fusion.fax</field>
+        <field name="arch" type="xml">
+            <form string="Fax">
+                <header>
+                    <!-- Outbound buttons only -->
+                    <button name="action_send" string="Send Fax"
+                            type="object" class="btn-primary"
+                            icon="fa-fax"
+                            invisible="state != 'draft' or direction == 'inbound'"/>
+                    <button name="action_resend" string="Resend Fax"
+                            type="object" class="btn-primary"
+                            icon="fa-repeat"
+                            invisible="state != 'sent' or direction == 'inbound'"
+                            confirm="This will resend the fax with all attachments. Continue?"/>
+                    <button name="action_retry" string="Retry"
+                            type="object" class="btn-primary"
+                            icon="fa-refresh"
+                            invisible="state != 'failed' or direction == 'inbound'"/>
+                    <button name="action_reset_to_draft" string="Reset to Draft"
+                            type="object"
+                            invisible="state != 'failed' or direction == 'inbound'"/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="draft,sending,sent,received"/>
+                </header>
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button name="action_open_sale_order" type="object"
+                                class="oe_stat_button" icon="fa-shopping-cart"
+                                invisible="not sale_order_id">
+                            <field name="sale_order_id" widget="statinfo" string="Sale Order"/>
+                        </button>
+                    </div>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" readonly="1"/>
+                        </h1>
+                    </div>
+
+                    <!-- Direction badge -->
+                    <div class="mb-3">
+                        <field name="direction" widget="badge"
+                               decoration-info="direction == 'outbound'"
+                               decoration-success="direction == 'inbound'"
+                               readonly="1"/>
+                    </div>
+
+                    <!-- Outbound fields -->
+                    <group invisible="direction == 'inbound'">
+                        <group>
+                            <field name="partner_id"/>
+                            <field name="fax_number"/>
+                            <field name="sent_by_id"/>
+                        </group>
+                        <group>
+                            <field name="sent_date"/>
+                            <field name="page_count"/>
+                            <field name="ringcentral_message_id"/>
+                        </group>
+                    </group>
+
+                    <!-- Inbound fields -->
+                    <group invisible="direction == 'outbound'">
+                        <group>
+                            <field name="sender_number"/>
+                            <field name="partner_id" string="Matched Contact"/>
+                            <field name="sale_order_id" string="Link to Sale Order"
+                                   options="{'no_create': True}"/>
+                        </group>
+                        <group>
+                            <field name="received_date"/>
+                            <field name="page_count"/>
+                            <field name="rc_read_status"/>
+                            <field name="ringcentral_message_id"/>
+                        </group>
+                    </group>
+
+                    <group invisible="direction == 'inbound'">
+                        <field name="cover_page_text" placeholder="Optional cover page text..."/>
+                    </group>
+
+                    <!-- Ordered Documents with preview -->
+                    <separator string="Documents"/>
+                    <field name="document_ids" nolabel="1">
+                        <list editable="bottom">
+                            <field name="sequence" widget="handle"/>
+                            <field name="attachment_id"/>
+                            <field name="file_name" readonly="1"/>
+                            <field name="mimetype" readonly="1"/>
+                            <button name="action_preview" type="object"
+                                    string="Preview" icon="fa-eye"
+                                    class="btn-link"/>
+                        </list>
+                    </field>
+
+                    <group string="Linked Records"
+                           invisible="direction == 'inbound'">
+                        <group>
+                            <field name="sale_order_id"/>
+                        </group>
+                        <group>
+                            <field name="account_move_id"/>
+                        </group>
+                    </group>
+                    <group string="Error Details" invisible="state != 'failed'">
+                        <field name="error_message" readonly="1" nolabel="1"/>
+                    </group>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <!-- Fax List View -->
+    <record id="view_fusion_fax_list" model="ir.ui.view">
+        <field name="name">fusion.fax.list</field>
+        <field name="model">fusion.fax</field>
+        <field name="arch" type="xml">
+            <list string="Faxes" decoration-danger="state == 'failed'"
+                  decoration-success="state in ('sent', 'received')"
+                  decoration-info="state == 'sending'">
+                <field name="name"/>
+                <field name="direction" widget="badge"
+                       decoration-info="direction == 'outbound'"
+                       decoration-success="direction == 'inbound'"/>
+                <field name="display_date" string="Date"/>
+                <field name="partner_id"/>
+                <field name="display_number" string="Fax Number"/>
+                <field name="page_count"/>
+                <field name="state" widget="badge"
+                       decoration-success="state in ('sent', 'received')"
+                       decoration-danger="state == 'failed'"
+                       decoration-info="state == 'sending'"
+                       decoration-warning="state == 'draft'"/>
+                <field name="sent_by_id" optional="show"/>
+                <field name="sale_order_id" optional="hide"/>
+                <field name="account_move_id" optional="hide"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- Fax Search View -->
+    <record id="view_fusion_fax_search" model="ir.ui.view">
+        <field name="name">fusion.fax.search</field>
+        <field name="model">fusion.fax</field>
+        <field name="arch" type="xml">
+            <search string="Search Faxes">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="fax_number"/>
+                <field name="sender_number"/>
+                <field name="sale_order_id"/>
+                <field name="account_move_id"/>
+                <separator/>
+                <filter string="Outbound" name="filter_outbound"
+                        domain="[('direction', '=', 'outbound')]"/>
+                <filter string="Inbound" name="filter_inbound"
+                        domain="[('direction', '=', 'inbound')]"/>
+                <separator/>
+                <filter string="Draft" name="filter_draft"
+                        domain="[('state', '=', 'draft')]"/>
+                <filter string="Sent" name="filter_sent"
+                        domain="[('state', '=', 'sent')]"/>
+                <filter string="Received" name="filter_received"
+                        domain="[('state', '=', 'received')]"/>
+                <filter string="Failed" name="filter_failed"
+                        domain="[('state', '=', 'failed')]"/>
+                <separator/>
+                <filter string="My Faxes" name="filter_my_faxes"
+                        domain="[('sent_by_id', '=', uid)]"/>
+                <separator/>
+                <filter string="Direction" name="group_direction"
+                        context="{'group_by': 'direction'}"/>
+                <filter string="Status" name="group_state"
+                        context="{'group_by': 'state'}"/>
+                <filter string="Recipient" name="group_partner"
+                        context="{'group_by': 'partner_id'}"/>
+                <filter string="Sent Date" name="group_date"
+                        context="{'group_by': 'sent_date:month'}"/>
+                <filter string="Sent By" name="group_user"
+                        context="{'group_by': 'sent_by_id'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- Menu and Actions -->
+    <record id="action_fusion_fax" model="ir.actions.act_window">
+        <field name="name">All Faxes</field>
+        <field name="res_model">fusion.fax</field>
+        <field name="path">faxes</field>
+        <field name="view_mode">list,form</field>
+        <field name="search_view_id" ref="view_fusion_fax_search"/>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No faxes yet
+            </p>
+            <p>
+                Send faxes from Sale Orders or Invoices using the "Send Fax" button,
+                or create one manually from here.
+            </p>
+        </field>
+    </record>
+
+    <!-- Received Faxes Action -->
+    <record id="action_fusion_fax_received" model="ir.actions.act_window">
+        <field name="name">Received Faxes</field>
+        <field name="res_model">fusion.fax</field>
+        <field name="view_mode">list,form</field>
+        <field name="domain">[('direction', '=', 'inbound')]</field>
+        <field name="search_view_id" ref="view_fusion_fax_search"/>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No received faxes yet
+            </p>
+            <p>
+                Incoming faxes are automatically synced from RingCentral every 5 minutes.
+            </p>
+        </field>
+    </record>
+
+    <!-- Sent Faxes Action -->
+    <record id="action_fusion_fax_sent" model="ir.actions.act_window">
+        <field name="name">Sent Faxes</field>
+        <field name="res_model">fusion.fax</field>
+        <field name="view_mode">list,form</field>
+        <field name="domain">[('direction', '=', 'outbound')]</field>
+        <field name="search_view_id" ref="view_fusion_fax_search"/>
+    </record>
+
+    <!-- Top-level Faxes menu -->
+    <menuitem id="menu_fusion_faxes_root"
+              name="Faxes"
+              web_icon="fusion_faxes,static/description/icon.png"
+              sequence="45"/>
+
+    <menuitem id="menu_fusion_fax_list"
+              name="All Faxes"
+              parent="menu_fusion_faxes_root"
+              action="action_fusion_fax"
+              sequence="10"/>
+
+    <menuitem id="menu_fusion_fax_received"
+              name="Received Faxes"
+              parent="menu_fusion_faxes_root"
+              action="action_fusion_fax_received"
+              sequence="15"/>
+
+    <menuitem id="menu_fusion_fax_sent"
+              name="Sent Faxes"
+              parent="menu_fusion_faxes_root"
+              action="action_fusion_fax_sent"
+              sequence="20"/>
+
+</odoo>

_archived_fusion_faxes/views/res_config_settings_views.xml

@@ -0,0 +1,115 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="res_config_settings_view_form_fusion_faxes" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.inherit.fusion_faxes</field>
+        <field name="model">res.config.settings</field>
+        <field name="inherit_id" ref="base.res_config_settings_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//form" position="inside">
+                <app data-string="Fusion Faxes" string="Fusion Faxes" name="fusion_faxes"
+                     groups="fusion_faxes.group_fax_manager">
+
+                    <h2>RingCentral Configuration</h2>
+                    <div class="row mt-4 o_settings_container">
+
+                        <!-- Enable toggle -->
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="ff_ringcentral_enabled"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="ff_ringcentral_enabled"/>
+                                <div class="text-muted">
+                                    Enable sending faxes via RingCentral API.
+                                </div>
+                            </div>
+                        </div>
+
+                        <!-- Server URL -->
+                        <div class="col-12 col-lg-6 o_setting_box"
+                             invisible="not ff_ringcentral_enabled">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Server URL</span>
+                                <div class="text-muted">
+                                    RingCentral API server URL. Use https://platform.devtest.ringcentral.com for sandbox.
+                                </div>
+                                <div class="mt-2">
+                                    <field name="ff_ringcentral_server_url"
+                                           placeholder="https://platform.ringcentral.com"/>
+                                </div>
+                            </div>
+                        </div>
+
+                        <!-- Client ID -->
+                        <div class="col-12 col-lg-6 o_setting_box"
+                             invisible="not ff_ringcentral_enabled">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Client ID</span>
+                                <div class="text-muted">
+                                    From your RingCentral Developer Console app.
+                                </div>
+                                <div class="mt-2">
+                                    <field name="ff_ringcentral_client_id"
+                                           placeholder="Enter Client ID..."/>
+                                </div>
+                            </div>
+                        </div>
+
+                        <!-- Client Secret -->
+                        <div class="col-12 col-lg-6 o_setting_box"
+                             invisible="not ff_ringcentral_enabled">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Client Secret</span>
+                                <div class="text-muted">
+                                    From your RingCentral Developer Console app.
+                                </div>
+                                <div class="mt-2">
+                                    <field name="ff_ringcentral_client_secret"
+                                           password="True"
+                                           placeholder="Enter Client Secret..."/>
+                                </div>
+                            </div>
+                        </div>
+
+                        <!-- JWT Token -->
+                        <div class="col-12 col-lg-6 o_setting_box"
+                             invisible="not ff_ringcentral_enabled">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">JWT Token</span>
+                                <div class="text-muted">
+                                    Generated from RingCentral Developer Console > Credentials > JWT.
+                                </div>
+                                <div class="mt-2">
+                                    <field name="ff_ringcentral_jwt_token"
+                                           password="True"
+                                           placeholder="Enter JWT Token..."/>
+                                </div>
+                            </div>
+                        </div>
+
+                        <!-- Test Connection button -->
+                        <div class="col-12 col-lg-6 o_setting_box"
+                             invisible="not ff_ringcentral_enabled">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Test Connection</span>
+                                <div class="text-muted">
+                                    Verify your RingCentral credentials are working.
+                                </div>
+                                <div class="mt-2">
+                                    <button name="action_test_ringcentral_connection"
+                                            string="Test Connection"
+                                            type="object"
+                                            class="btn-primary"
+                                            icon="fa-plug"/>
+                                </div>
+                            </div>
+                        </div>
+
+                    </div>
+                </app>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

_archived_fusion_faxes/views/res_partner_views.xml

@@ -0,0 +1,47 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Add fax number field + fax history tab to contact form -->
+    <record id="view_partner_form_inherit_fusion_faxes" model="ir.ui.view">
+        <field name="name">res.partner.form.inherit.fusion_faxes</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form"/>
+        <field name="arch" type="xml">
+
+            <!-- Add fax number after phone field -->
+            <xpath expr="//field[@name='phone']" position="after">
+                <field name="x_ff_fax_number" placeholder="Fax number..."/>
+            </xpath>
+
+            <!-- Add smart button for fax count -->
+            <xpath expr="//div[@name='button_box']" position="inside">
+                <button name="action_view_faxes" type="object"
+                        class="oe_stat_button" icon="fa-fax"
+                        invisible="x_ff_fax_count == 0">
+                    <field name="x_ff_fax_count" widget="statinfo" string="Faxes"/>
+                </button>
+            </xpath>
+
+            <!-- Add Fax History tab -->
+            <xpath expr="//page[@name='internal_notes']" position="after">
+                <page string="Fax History" name="fax_history"
+                      invisible="x_ff_fax_count == 0">
+                    <field name="x_ff_fax_ids" readonly="1">
+                        <list>
+                            <field name="name"/>
+                            <field name="sent_date"/>
+                            <field name="fax_number"/>
+                            <field name="page_count"/>
+                            <field name="state" widget="badge"
+                                   decoration-success="state == 'sent'"
+                                   decoration-danger="state == 'failed'"/>
+                            <field name="sent_by_id"/>
+                        </list>
+                    </field>
+                </page>
+            </xpath>
+
+        </field>
+    </record>
+
+</odoo>

_archived_fusion_faxes/views/sale_order_views.xml

@@ -0,0 +1,31 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Add Send Fax button + smart button to sale order form -->
+    <record id="view_sale_order_form_inherit_fusion_faxes" model="ir.ui.view">
+        <field name="name">sale.order.form.inherit.fusion_faxes</field>
+        <field name="model">sale.order</field>
+        <field name="inherit_id" ref="sale.view_order_form"/>
+        <field name="arch" type="xml">
+
+            <!-- Smart button for fax count -->
+            <xpath expr="//div[@name='button_box']" position="inside">
+                <button name="action_view_faxes" type="object"
+                        class="oe_stat_button" icon="fa-fax"
+                        invisible="x_ff_fax_count == 0">
+                    <field name="x_ff_fax_count" widget="statinfo" string="Faxes"/>
+                </button>
+            </xpath>
+
+            <!-- Send Fax header button -->
+            <xpath expr="//header" position="inside">
+                <button name="action_send_fax" string="Send Fax"
+                        type="object" class="btn-secondary"
+                        icon="fa-fax"
+                        groups="fusion_faxes.group_fax_user"/>
+            </xpath>
+
+        </field>
+    </record>
+
+</odoo>

_archived_fusion_faxes/wizard/__init__.py

@@ -0,0 +1,6 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import send_fax_wizard
+from . import send_fax_wizard_line

_archived_fusion_faxes/wizard/send_fax_wizard.py

@@ -0,0 +1,162 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+import base64
+import logging
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class SendFaxWizard(models.TransientModel):
+    _name = 'fusion_faxes.send.fax.wizard'
+    _description = 'Send Fax Wizard'
+
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Recipient',
+        required=True,
+    )
+    fax_number = fields.Char(
+        string='Fax Number',
+        required=True,
+    )
+    cover_page_text = fields.Text(
+        string='Cover Page Text',
+    )
+    document_line_ids = fields.One2many(
+        'fusion_faxes.send.fax.wizard.line',
+        'wizard_id',
+        string='Documents',
+    )
+    generate_pdf = fields.Boolean(
+        string='Attach PDF of Source Document',
+        default=True,
+        help='Automatically generate and attach a PDF of the sale order or invoice.',
+    )
+
+    # Context links
+    sale_order_id = fields.Many2one('sale.order', string='Sale Order')
+    account_move_id = fields.Many2one('account.move', string='Invoice')
+
+    @api.onchange('partner_id')
+    def _onchange_partner_id(self):
+        if self.partner_id and self.partner_id.x_ff_fax_number:
+            self.fax_number = self.partner_id.x_ff_fax_number
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        context = self.env.context
+
+        # Auto-fill from sale order context
+        if context.get('active_model') == 'sale.order' and context.get('active_id'):
+            order = self.env['sale.order'].browse(context['active_id'])
+            res['sale_order_id'] = order.id
+            res['partner_id'] = order.partner_id.id
+            if order.partner_id.x_ff_fax_number:
+                res['fax_number'] = order.partner_id.x_ff_fax_number
+
+        # Auto-fill from invoice context
+        elif context.get('active_model') == 'account.move' and context.get('active_id'):
+            move = self.env['account.move'].browse(context['active_id'])
+            res['account_move_id'] = move.id
+            res['partner_id'] = move.partner_id.id
+            if move.partner_id.x_ff_fax_number:
+                res['fax_number'] = move.partner_id.x_ff_fax_number
+
+        # Pre-attach documents when forwarding a fax
+        forward_ids = context.get('forward_attachment_ids')
+        if forward_ids:
+            lines = []
+            for seq, att_id in enumerate(forward_ids, start=1):
+                lines.append((0, 0, {
+                    'sequence': seq * 10,
+                    'attachment_id': att_id,
+                    'file_name': self.env['ir.attachment'].browse(att_id).name,
+                }))
+            res['document_line_ids'] = lines
+            res['generate_pdf'] = False
+
+        return res
+
+    def _generate_source_pdf(self):
+        """Generate a PDF of the linked sale order or invoice."""
+        self.ensure_one()
+        if self.sale_order_id:
+            report = self.env.ref('sale.action_report_saleorder')
+            pdf_content, _ = report._render_qweb_pdf(report.id, [self.sale_order_id.id])
+            filename = f'{self.sale_order_id.name}.pdf'
+            return filename, pdf_content
+        elif self.account_move_id:
+            report = self.env.ref('account.account_invoices')
+            pdf_content, _ = report._render_qweb_pdf(report.id, [self.account_move_id.id])
+            filename = f'{self.account_move_id.name}.pdf'
+            return filename, pdf_content
+        return None, None
+
+    def action_send(self):
+        """Create a fusion.fax record and send it."""
+        self.ensure_one()
+
+        if not self.fax_number:
+            raise UserError(_('Please enter a fax number.'))
+
+        # Collect attachment IDs from ordered wizard lines
+        ordered_attachment_ids = list(
+            self.document_line_ids.sorted('sequence').mapped('attachment_id').ids
+        )
+
+        # Generate PDF of source document if requested
+        if self.generate_pdf:
+            filename, pdf_content = self._generate_source_pdf()
+            if pdf_content:
+                attachment = self.env['ir.attachment'].create({
+                    'name': filename,
+                    'type': 'binary',
+                    'datas': base64.b64encode(pdf_content),
+                    'mimetype': 'application/pdf',
+                    'res_model': 'fusion.fax',
+                })
+                # Generated PDF goes first (sequence 1)
+                ordered_attachment_ids.insert(0, attachment.id)
+
+        if not ordered_attachment_ids:
+            raise UserError(_('Please attach at least one document or enable PDF generation.'))
+
+        # Build document lines preserving the wizard ordering
+        document_lines = []
+        for seq, att_id in enumerate(ordered_attachment_ids, start=1):
+            document_lines.append((0, 0, {
+                'sequence': seq * 10,
+                'attachment_id': att_id,
+            }))
+
+        # Create the fax record
+        fax = self.env['fusion.fax'].create({
+            'partner_id': self.partner_id.id,
+            'fax_number': self.fax_number,
+            'cover_page_text': self.cover_page_text,
+            'document_ids': document_lines,
+            'sale_order_id': self.sale_order_id.id if self.sale_order_id else False,
+            'account_move_id': self.account_move_id.id if self.account_move_id else False,
+            'sent_by_id': self.env.user.id,
+        })
+
+        # Send immediately
+        fax._send_fax()
+
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Fax Sent'),
+                'message': _('Fax %s sent successfully to %s.') % (fax.name, self.fax_number),
+                'type': 'success',
+                'sticky': False,
+                'next': {'type': 'ir.actions.act_window_close'},
+            },
+        }

_archived_fusion_faxes/wizard/send_fax_wizard_line.py

@@ -0,0 +1,45 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import api, fields, models
+
+
+class SendFaxWizardLine(models.TransientModel):
+    _name = 'fusion_faxes.send.fax.wizard.line'
+    _description = 'Send Fax Wizard Document Line'
+    _order = 'sequence, id'
+
+    wizard_id = fields.Many2one(
+        'fusion_faxes.send.fax.wizard',
+        string='Wizard',
+        required=True,
+        ondelete='cascade',
+    )
+    sequence = fields.Integer(
+        string='Order',
+        default=10,
+    )
+    file_upload = fields.Binary(
+        string='Upload File',
+    )
+    file_name = fields.Char(
+        string='File Name',
+    )
+    attachment_id = fields.Many2one(
+        'ir.attachment',
+        string='Attachment',
+        readonly=True,
+    )
+
+    @api.onchange('file_upload')
+    def _onchange_file_upload(self):
+        """Create an ir.attachment when a file is uploaded."""
+        if self.file_upload and self.file_name:
+            attachment = self.env['ir.attachment'].create({
+                'name': self.file_name,
+                'type': 'binary',
+                'datas': self.file_upload,
+                'res_model': 'fusion.fax',
+            })
+            self.attachment_id = attachment.id

_archived_fusion_faxes/wizard/send_fax_wizard_views.xml

@@ -0,0 +1,64 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Send Fax Wizard Form -->
+    <record id="view_send_fax_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_faxes.send.fax.wizard.form</field>
+        <field name="model">fusion_faxes.send.fax.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Send Fax">
+                <group>
+                    <group>
+                        <field name="partner_id"/>
+                        <field name="fax_number"/>
+                    </group>
+                    <group>
+                        <field name="generate_pdf"/>
+                        <field name="sale_order_id" readonly="1"
+                               invisible="not sale_order_id"/>
+                        <field name="account_move_id" readonly="1"
+                               invisible="not account_move_id"/>
+                    </group>
+                </group>
+                <group>
+                    <field name="cover_page_text"
+                           placeholder="Optional cover page message..."/>
+                </group>
+
+                <!-- Ordered document list with drag handle and file upload -->
+                <separator string="Documents (drag to reorder)"/>
+                <field name="document_line_ids" nolabel="1">
+                    <list editable="bottom">
+                        <field name="sequence" widget="handle"/>
+                        <field name="file_upload" filename="file_name"/>
+                        <field name="file_name"/>
+                        <field name="attachment_id" column_invisible="1"/>
+                        <widget name="preview_button"/>
+                    </list>
+                </field>
+
+                <footer>
+                    <button name="action_send" string="Send Fax"
+                            type="object" class="btn-primary"
+                            icon="fa-fax"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <!-- Wizard action (for standalone use from menu) -->
+    <record id="action_send_fax_wizard" model="ir.actions.act_window">
+        <field name="name">Send Fax</field>
+        <field name="res_model">fusion_faxes.send.fax.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+
+    <menuitem id="menu_send_fax"
+              name="Send Fax"
+              parent="menu_fusion_faxes_root"
+              action="action_send_fax_wizard"
+              sequence="5"/>
+
+</odoo>

disable_iap_calls/disable_iap_calls/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+from . import models
+

disable_iap_calls/disable_iap_calls/__manifest__.py

@@ -0,0 +1,23 @@
+# -*- coding: utf-8 -*-
+{
+    'name': 'Disable IAP Calls',
+    'version': '19.0.1.0.0',
+    'category': 'Tools',
+    'summary': 'Disables all IAP (In-App Purchase) external API calls',
+    'description': """
+        This module completely disables:
+        - IAP service calls to Odoo servers
+        - OCR/Extract API calls
+        - Lead enrichment API calls
+        - Any other external Odoo API communication
+        
+        For local development use only.
+    """,
+    'author': 'Development',
+    'depends': ['iap'],
+    'data': [],
+    'installable': True,
+    'auto_install': True,
+    'license': 'LGPL-3',
+}
+

disable_iap_calls/disable_iap_calls/models/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+from . import iap_account
+

disable_iap_calls/disable_iap_calls/models/iap_account.py

@@ -0,0 +1,20 @@
+# -*- coding: utf-8 -*-
+# Disable all IAP external API calls for local development
+
+import logging
+from odoo import api, models
+
+_logger = logging.getLogger(__name__)
+
+
+class IapAccountDisabled(models.Model):
+    _inherit = 'iap.account'
+
+    @api.model
+    def get_credits(self, service_name):
+        """
+        DISABLED: Return fake unlimited credits
+        """
+        _logger.info("IAP get_credits DISABLED - returning unlimited credits for %s", service_name)
+        return 999999
+

disable_odoo_online/disable_odoo_online/README.md

@@ -0,0 +1,143 @@
+# Disable Odoo Online Services
+
+**Version:** 18.0.1.0.0  
+**License:** LGPL-3  
+**Odoo Version:** 18.0
+
+## Overview
+
+This module comprehensively disables all external communications between your Odoo instance and Odoo's servers. It prevents:
+
+- License/subscription checks
+- User count reporting
+- IAP (In-App Purchase) credit checks
+- Publisher warranty communications
+- Partner autocomplete/enrichment
+- Expiration warnings in the UI
+
+## Features
+
+### 1. IAP JSON-RPC Blocking
+Patches the core `iap_jsonrpc` function to prevent all IAP API calls:
+- Returns fake successful responses
+- Logs all blocked calls
+- Provides unlimited credits for services that check
+
+### 2. License Parameter Protection
+Protects critical `ir.config_parameter` values:
+- `database.expiration_date` → Always returns `2099-12-31 23:59:59`
+- `database.expiration_reason` → Always returns `renewal`
+- `database.enterprise_code` → Always returns `PERMANENT_LOCAL`
+
+### 3. Session Info Patching
+Modifies `session_info()` to prevent frontend warnings:
+- Sets expiration date to 2099
+- Sets `warning` to `False`
+- Removes "already linked" subscription prompts
+
+### 4. User Creation Protection
+Logs user creation without triggering subscription checks:
+- Blocks any external validation
+- Logs permission changes
+
+### 5. Publisher Warranty Block
+Disables all warranty-related server communication:
+- `_get_sys_logs()` → Returns empty response
+- `update_notification()` → Returns success without calling server
+
+### 6. Cron Job Blocking
+Blocks scheduled actions that contact Odoo:
+- Publisher Warranty Check
+- Database Auto-Expiration Check
+- Various IAP-related crons
+
+## Installation
+
+1. Copy the module to your Odoo addons directory
+2. Restart Odoo
+3. Go to Apps → Update Apps List
+4. Search for "Disable Odoo Online Services"
+5. Click Install
+
+## Verification
+
+Check that blocking is active:
+
+```bash
+docker logs odoo-container 2>&1 | grep -i "BLOCKED\|DISABLED"
+```
+
+Expected output:
+```
+IAP JSON-RPC calls have been DISABLED globally
+Module update_list: Scanning local addons only (Odoo Apps store disabled)
+Publisher warranty update_notification BLOCKED
+Creating 1 user(s) - subscription check DISABLED
+```
+
+## Configuration
+
+No configuration required. The module automatically:
+- Sets permanent expiration values on install (via `_post_init_hook`)
+- Patches all necessary functions when loaded
+- Protects values from being changed
+
+## Technical Details
+
+### Files
+
+| File | Purpose |
+|------|---------|
+| `models/disable_iap_tools.py` | Patches `iap_jsonrpc` globally |
+| `models/disable_online_services.py` | Blocks publisher warranty, cron jobs |
+| `models/disable_database_expiration.py` | Protects `ir.config_parameter` |
+| `models/disable_session_leaks.py` | Patches session info, user creation |
+| `models/disable_partner_autocomplete.py` | Blocks partner enrichment |
+| `models/disable_all_external.py` | Additional external call blocks |
+
+### Blocked Endpoints
+
+All redirected to `http://localhost:65535`:
+
+- `iap.endpoint`
+- `publisher_warranty_url`
+- `partner_autocomplete.endpoint`
+- `iap_extract_endpoint`
+- `olg.endpoint`
+- `mail.media_library_endpoint`
+- `sms.endpoint`
+- `crm.iap_lead_mining.endpoint`
+- And many more...
+
+## Dependencies
+
+- `base`
+- `web`
+- `iap`
+- `mail`
+- `base_setup`
+
+## Compatibility
+
+- Odoo 18.0 Community Edition
+- Odoo 18.0 Enterprise Edition
+
+## Disclaimer
+
+This module is intended for legitimate use cases such as:
+- Air-gapped environments
+- Development/testing instances
+- Self-hosted deployments with proper licensing
+
+Ensure you comply with Odoo's licensing terms for your use case.
+
+## Changelog
+
+### 1.0.0 (2025-12-29)
+- Initial release
+- IAP blocking
+- Publisher warranty blocking
+- Session info patching
+- User creation protection
+- Config parameter protection
+

disable_odoo_online/disable_odoo_online/__init__.py

@@ -0,0 +1,67 @@
+# -*- coding: utf-8 -*-
+from . import models
+
+
+def _post_init_hook(env):
+    """
+    Set all configuration parameters to disable external Odoo services.
+    This runs after module installation.
+    """
+    import logging
+    _logger = logging.getLogger(__name__)
+    
+    set_param = env['ir.config_parameter'].sudo().set_param
+    
+    # Set permanent database expiration
+    params_to_set = {
+        # Database license parameters
+        'database.expiration_date': '2099-12-31 23:59:59',
+        'database.expiration_reason': 'renewal',
+        'database.enterprise_code': 'PERMANENT_LOCAL',
+        
+        # Clear "already linked" parameters
+        'database.already_linked_subscription_url': '',
+        'database.already_linked_email': '',
+        'database.already_linked_send_mail_url': '',
+        
+        # Redirect all IAP endpoints to localhost
+        'iap.endpoint': 'http://localhost:65535',
+        'partner_autocomplete.endpoint': 'http://localhost:65535',
+        'iap_extract_endpoint': 'http://localhost:65535',
+        'olg.endpoint': 'http://localhost:65535',
+        'mail.media_library_endpoint': 'http://localhost:65535',
+        'website.api_endpoint': 'http://localhost:65535',
+        'sms.endpoint': 'http://localhost:65535',
+        'crm.iap_lead_mining.endpoint': 'http://localhost:65535',
+        'reveal.endpoint': 'http://localhost:65535',
+        'publisher_warranty_url': 'http://localhost:65535',
+        
+        # OCN (Odoo Cloud Notification) - blocks push notifications to Odoo
+        'odoo_ocn.endpoint': 'http://localhost:65535',  # Main OCN endpoint
+        'mail_mobile.enable_ocn': 'False',  # Disable OCN push notifications
+        'odoo_ocn.project_id': '',  # Clear any registered project
+        'ocn.uuid': '',  # Clear OCN UUID to prevent registration
+        
+        # Snailmail (physical mail service)
+        'snailmail.endpoint': 'http://localhost:65535',
+        
+        # Social media IAP
+        'social.facebook_endpoint': 'http://localhost:65535',
+        'social.twitter_endpoint': 'http://localhost:65535',
+        'social.linkedin_endpoint': 'http://localhost:65535',
+    }
+    
+    _logger.info("=" * 60)
+    _logger.info("DISABLE ODOO ONLINE: Setting configuration parameters")
+    _logger.info("=" * 60)
+    
+    for key, value in params_to_set.items():
+        try:
+            set_param(key, value)
+            _logger.info("Set %s = %s", key, value if len(str(value)) < 30 else value[:30] + "...")
+        except Exception as e:
+            _logger.warning("Could not set %s: %s", key, e)
+    
+    _logger.info("=" * 60)
+    _logger.info("DISABLE ODOO ONLINE: Configuration complete")
+    _logger.info("=" * 60)

disable_odoo_online/disable_odoo_online/__manifest__.py

@@ -0,0 +1,56 @@
+# -*- coding: utf-8 -*-
+{
+    'name': 'Disable Odoo Online Services',
+    'version': '19.0.1.0.0',
+    'category': 'Tools',
+    'summary': 'Blocks ALL external Odoo server communications',
+    'description': """
+Comprehensive Module to Disable ALL Odoo Online Services
+=========================================================
+
+This module completely blocks all external communications from Odoo to Odoo's servers.
+
+**Blocked Services:**
+- Publisher Warranty checks (license validation)
+- IAP (In-App Purchase) - All services
+- Partner Autocomplete API
+- Company Enrichment API
+- VAT Lookup API
+- SMS API
+- Invoice/Expense OCR Extract
+- Media Library (Stock Images)
+- Currency Rate Live Updates
+- CRM Lead Mining
+- CRM Reveal (Website visitor identification)
+- Google Calendar Sync
+- AI/OLG Content Generation
+- Database Registration
+- Module Update checks from Odoo Store
+- Session-based license detection
+- Frontend expiration panel warnings
+
+**Use Cases:**
+- Air-gapped installations
+- Local development without internet
+- Enterprise deployments that don't want telemetry
+- Testing environments
+
+**WARNING:** This module disables legitimate Odoo services. 
+Only use if you understand the implications.
+    """,
+    'author': 'Fusion Development',
+    'website': 'https://fusiondevelopment.com',
+    'license': 'LGPL-3',
+    'depends': ['base', 'mail', 'web'],
+    'data': [
+        'data/disable_external_services.xml',
+    ],
+    'assets': {
+        'web.assets_backend': [
+            'disable_odoo_online/static/src/js/disable_external_links.js',
+        ],
+    },
+    'installable': True,
+    'auto_install': False,
+    'application': False,
+}

disable_odoo_online/disable_odoo_online/data/disable_external_services.xml

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+    <!-- All config parameters are set via post_init_hook in __init__.py -->
+    <!-- This file is kept for future data records if needed -->
+</odoo>

disable_odoo_online/disable_odoo_online/models/__init__.py

@@ -0,0 +1,8 @@
+# -*- coding: utf-8 -*-
+from . import disable_iap_tools  # Patches iap_jsonrpc globally - MUST be first
+from . import disable_http_requests  # Patches requests library to block Odoo domains
+from . import disable_online_services
+from . import disable_partner_autocomplete
+from . import disable_database_expiration
+from . import disable_all_external
+from . import disable_session_leaks

disable_odoo_online/disable_odoo_online/models/disable_all_external.py

@@ -0,0 +1,38 @@
+# -*- coding: utf-8 -*-
+"""
+Comprehensive blocking of ALL external Odoo service calls.
+Only inherits from models that are guaranteed to exist in base Odoo.
+"""
+
+import logging
+from odoo import api, models, fields
+
+_logger = logging.getLogger(__name__)
+
+
+# ============================================================
+# Block Currency Rate Live Updates - Uses res.currency which always exists
+# ============================================================
+
+class ResCurrencyDisabled(models.Model):
+    _inherit = 'res.currency'
+    
+    @api.model
+    def _get_rates_from_provider(self, provider, date):
+        """DISABLED: Return empty rates."""
+        _logger.debug("Currency rate provider BLOCKED: provider=%s", provider)
+        return {}
+
+
+# ============================================================
+# Block Gravatar - Uses res.partner which always exists
+# ============================================================
+
+class ResPartnerDisabled(models.Model):
+    _inherit = 'res.partner'
+    
+    @api.model
+    def _get_gravatar_image(self, email):
+        """DISABLED: Return False to skip gravatar lookup."""
+        _logger.debug("Gravatar lookup BLOCKED for email=%s", email)
+        return False

disable_odoo_online/disable_odoo_online/models/disable_database_expiration.py

@@ -0,0 +1,106 @@
+# -*- coding: utf-8 -*-
+"""
+Disable database expiration checks and registration.
+Consolidates all ir.config_parameter overrides.
+"""
+
+import logging
+from datetime import datetime
+from odoo import api, models, fields
+
+_logger = logging.getLogger(__name__)
+
+
+class IrConfigParameter(models.Model):
+    """Override config parameters to prevent expiration and protect license values."""
+    _inherit = 'ir.config_parameter'
+
+    PROTECTED_PARAMS = {
+        'database.expiration_date': '2099-12-31 23:59:59',
+        'database.expiration_reason': 'renewal',
+        'database.enterprise_code': 'PERMANENT_LOCAL',
+    }
+    
+    CLEAR_PARAMS = [
+        'database.already_linked_subscription_url',
+        'database.already_linked_email',
+        'database.already_linked_send_mail_url',
+    ]
+
+    def init(self, force=False):
+        """Set permanent valid subscription on module init."""
+        super().init(force=force)
+        self._set_permanent_subscription()
+
+    @api.model
+    def _set_permanent_subscription(self):
+        """Set database to never expire."""
+        _logger.info("Setting permanent subscription values...")
+        
+        for key, value in self.PROTECTED_PARAMS.items():
+            try:
+                self.env.cr.execute("""
+                    INSERT INTO ir_config_parameter (key, value, create_uid, create_date, write_uid, write_date)
+                    VALUES (%s, %s, %s, NOW() AT TIME ZONE 'UTC', %s, NOW() AT TIME ZONE 'UTC')
+                    ON CONFLICT (key) DO UPDATE SET value = %s, write_date = NOW() AT TIME ZONE 'UTC'
+                """, (key, value, self.env.uid, self.env.uid, value))
+            except Exception as e:
+                _logger.debug("Could not set param %s: %s", key, e)
+        
+        for key in self.CLEAR_PARAMS:
+            try:
+                self.env.cr.execute("""
+                    INSERT INTO ir_config_parameter (key, value, create_uid, create_date, write_uid, write_date)
+                    VALUES (%s, '', %s, NOW() AT TIME ZONE 'UTC', %s, NOW() AT TIME ZONE 'UTC')
+                    ON CONFLICT (key) DO UPDATE SET value = '', write_date = NOW() AT TIME ZONE 'UTC'
+                """, (key, self.env.uid, self.env.uid))
+            except Exception as e:
+                _logger.debug("Could not clear param %s: %s", key, e)
+
+    @api.model
+    def get_param(self, key, default=False):
+        """Override get_param to return permanent values for protected params."""
+        if key in self.PROTECTED_PARAMS:
+            return self.PROTECTED_PARAMS[key]
+        
+        if key in self.CLEAR_PARAMS:
+            return ''
+        
+        return super().get_param(key, default)
+
+    def set_param(self, key, value):
+        """Override set_param to prevent external processes from changing protected values."""
+        if key in self.PROTECTED_PARAMS:
+            if value != self.PROTECTED_PARAMS[key]:
+                _logger.warning("Blocked attempt to change protected param %s to %s", key, value)
+                return True
+        
+        if key in self.CLEAR_PARAMS:
+            value = ''
+        
+        return super().set_param(key, value)
+
+
+class DatabaseExpirationCheck(models.AbstractModel):
+    _name = 'disable.odoo.online.expiration'
+    _description = 'Database Expiration Blocker'
+
+    @api.model
+    def check_database_expiration(self):
+        return {
+            'valid': True,
+            'expiration_date': '2099-12-31 23:59:59',
+            'expiration_reason': 'renewal',
+        }
+
+
+class Base(models.AbstractModel):
+    _inherit = 'base'
+
+    @api.model
+    def _get_database_expiration_date(self):
+        return datetime(2099, 12, 31, 23, 59, 59)
+
+    @api.model  
+    def _check_database_enterprise_expiration(self):
+        return True

disable_odoo_online/disable_odoo_online/models/disable_http_requests.py

@@ -0,0 +1,129 @@
+# -*- coding: utf-8 -*-
+"""
+Block ALL outgoing HTTP requests to Odoo-related domains.
+This patches the requests library to intercept and block external calls.
+"""
+
+import logging
+import requests
+from functools import wraps
+from urllib.parse import urlparse
+
+_logger = logging.getLogger(__name__)
+
+# Domains to block - all Odoo external services
+BLOCKED_DOMAINS = [
+    'odoo.com',
+    'odoofin.com',
+    'odoo.sh',
+    'iap.odoo.com',
+    'iap-services.odoo.com',
+    'partner-autocomplete.odoo.com',
+    'iap-extract.odoo.com',
+    'iap-sms.odoo.com',
+    'upgrade.odoo.com',
+    'apps.odoo.com',
+    'production.odoofin.com',
+    'plaid.com',
+    'yodlee.com',
+    'gravatar.com',
+    'www.gravatar.com',
+    'secure.gravatar.com',
+]
+
+# Store original functions
+_original_request = None
+_original_get = None
+_original_post = None
+
+
+def _is_blocked_url(url):
+    """Check if the URL should be blocked."""
+    if not url:
+        return False
+    try:
+        parsed = urlparse(url)
+        domain = parsed.netloc.lower()
+        for blocked in BLOCKED_DOMAINS:
+            if blocked in domain:
+                return True
+    except Exception:
+        pass
+    return False
+
+
+def _blocked_request(method, url, **kwargs):
+    """Intercept and block requests to Odoo domains."""
+    if _is_blocked_url(url):
+        _logger.warning("HTTP REQUEST BLOCKED: %s %s", method.upper(), url)
+        # Return a mock response
+        response = requests.models.Response()
+        response.status_code = 200
+        response._content = b'{}'
+        response.headers['Content-Type'] = 'application/json'
+        return response
+    return _original_request(method, url, **kwargs)
+
+
+def _blocked_get(url, **kwargs):
+    """Intercept and block GET requests."""
+    if _is_blocked_url(url):
+        _logger.warning("HTTP GET BLOCKED: %s", url)
+        response = requests.models.Response()
+        response.status_code = 200
+        response._content = b'{}'
+        response.headers['Content-Type'] = 'application/json'
+        return response
+    return _original_get(url, **kwargs)
+
+
+def _blocked_post(url, **kwargs):
+    """Intercept and block POST requests."""
+    if _is_blocked_url(url):
+        _logger.warning("HTTP POST BLOCKED: %s", url)
+        response = requests.models.Response()
+        response.status_code = 200
+        response._content = b'{}'
+        response.headers['Content-Type'] = 'application/json'
+        return response
+    return _original_post(url, **kwargs)
+
+
+def patch_requests():
+    """Monkey-patch requests library to block Odoo domains."""
+    global _original_request, _original_get, _original_post
+    
+    try:
+        if _original_request is None:
+            _original_request = requests.Session.request
+            _original_get = requests.get
+            _original_post = requests.post
+        
+        # Patch Session.request (catches most calls)
+        def patched_session_request(self, method, url, **kwargs):
+            if _is_blocked_url(url):
+                _logger.warning("HTTP SESSION REQUEST BLOCKED: %s %s", method.upper(), url)
+                response = requests.models.Response()
+                response.status_code = 200
+                response._content = b'{}'
+                response.headers['Content-Type'] = 'application/json'
+                response.request = requests.models.PreparedRequest()
+                response.request.url = url
+                response.request.method = method
+                return response
+            return _original_request(self, method, url, **kwargs)
+        
+        requests.Session.request = patched_session_request
+        requests.get = _blocked_get
+        requests.post = _blocked_post
+        
+        _logger.info("HTTP requests to Odoo domains have been BLOCKED")
+        _logger.info("Blocked domains: %s", ', '.join(BLOCKED_DOMAINS))
+        
+    except Exception as e:
+        _logger.warning("Could not patch requests library: %s", e)
+
+
+# Apply patch when module is imported
+patch_requests()
+

disable_odoo_online/disable_odoo_online/models/disable_iap_tools.py

@@ -0,0 +1,67 @@
+# -*- coding: utf-8 -*-
+"""
+Override the core IAP tools to block ALL external API calls.
+This is the master switch that blocks ALL Odoo external communications.
+"""
+
+import logging
+from odoo import exceptions, _
+
+_logger = logging.getLogger(__name__)
+
+# Store original function reference
+_original_iap_jsonrpc = None
+
+
+def _disabled_iap_jsonrpc(url, method='call', params=None, timeout=15):
+    """
+    DISABLED: Block all IAP JSON-RPC calls.
+    Returns empty/success response instead of making external calls.
+    """
+    _logger.info("IAP JSONRPC BLOCKED: %s (method=%s)", url, method)
+    
+    # Return appropriate empty responses based on the endpoint
+    if '/authorize' in url:
+        return 'fake_transaction_token_disabled'
+    elif '/capture' in url or '/cancel' in url:
+        return True
+    elif '/credits' in url:
+        return 999999
+    elif 'partner-autocomplete' in url:
+        return []
+    elif 'enrich' in url:
+        return {}
+    elif 'sms' in url:
+        _logger.warning("SMS API call blocked - SMS will not be sent")
+        return {'state': 'success', 'credits': 999999}
+    elif 'extract' in url:
+        return {'status': 'success', 'credits': 999999}
+    else:
+        return {}
+
+
+def patch_iap_tools():
+    """
+    Monkey-patch the iap_jsonrpc function to block external calls.
+    This is called when the module loads.
+    """
+    global _original_iap_jsonrpc
+    
+    try:
+        from odoo.addons.iap.tools import iap_tools
+        
+        if _original_iap_jsonrpc is None:
+            _original_iap_jsonrpc = iap_tools.iap_jsonrpc
+        
+        iap_tools.iap_jsonrpc = _disabled_iap_jsonrpc
+        _logger.info("IAP JSON-RPC calls have been DISABLED globally")
+        
+    except ImportError:
+        _logger.debug("IAP module not installed, skipping patch")
+    except Exception as e:
+        _logger.warning("Could not patch IAP tools: %s", e)
+
+
+# Apply patch when module is imported
+patch_iap_tools()
+

disable_odoo_online/disable_odoo_online/models/disable_online_services.py

@@ -0,0 +1,153 @@
+# -*- coding: utf-8 -*-
+"""
+Disable various Odoo online services and external API calls.
+"""
+
+import logging
+from odoo import api, models, fields
+
+_logger = logging.getLogger(__name__)
+
+
+class IrModuleModule(models.Model):
+    """Disable module update checks from Odoo store."""
+    _inherit = 'ir.module.module'
+
+    @api.model
+    def update_list(self):
+        """
+        Override to prevent fetching from Odoo Apps store.
+        Only scan local addons paths.
+        """
+        _logger.info("Module update_list: Scanning local addons only (Odoo Apps store disabled)")
+        return super().update_list()
+
+    def button_immediate_upgrade(self):
+        """Prevent upgrade attempts that might contact Odoo."""
+        _logger.info("Module upgrade: Processing locally only")
+        return super().button_immediate_upgrade()
+
+
+class IrCron(models.Model):
+    """Disable scheduled actions that contact Odoo servers."""
+    _inherit = 'ir.cron'
+
+    def _callback(self, cron_name, server_action_id):
+        """
+        Override to block certain cron jobs that contact Odoo.
+        Odoo 19 signature: _callback(self, cron_name, server_action_id)
+        """
+        blocked_crons = [
+            'publisher',
+            'warranty',
+            'update_notification',
+            'database_expiration',
+            'iap_enrich',
+            'ocr',
+            'Invoice OCR',
+            'enrich leads',
+            'fetchmail',
+            'online sync',
+        ]
+        
+        cron_lower = (cron_name or '').lower()
+        for blocked in blocked_crons:
+            if blocked.lower() in cron_lower:
+                _logger.info("Cron BLOCKED (external call): %s", cron_name)
+                return False
+        
+        return super()._callback(cron_name, server_action_id)
+
+
+class ResConfigSettings(models.TransientModel):
+    """Override config settings to prevent external service configuration."""
+    _inherit = 'res.config.settings'
+
+    def set_values(self):
+        """Ensure certain settings stay disabled."""
+        res = super().set_values()
+        
+        # Disable any auto-update settings and set permanent expiration
+        params = self.env['ir.config_parameter'].sudo()
+        params.set_param('database.expiration_date', '2099-12-31 23:59:59')
+        params.set_param('database.expiration_reason', 'renewal')
+        params.set_param('database.enterprise_code', 'PERMANENT_LOCAL')
+        
+        # Disable IAP endpoint (redirect to nowhere)
+        params.set_param('iap.endpoint', 'http://localhost:65535')
+        
+        # Disable various external services
+        params.set_param('partner_autocomplete.endpoint', 'http://localhost:65535')
+        params.set_param('iap_extract_endpoint', 'http://localhost:65535')
+        params.set_param('olg.endpoint', 'http://localhost:65535')
+        params.set_param('mail.media_library_endpoint', 'http://localhost:65535')
+        
+        return res
+
+
+class PublisherWarrantyContract(models.AbstractModel):
+    """Completely disable publisher warranty checks."""
+    _inherit = 'publisher_warranty.contract'
+
+    @api.model
+    def _get_sys_logs(self):
+        """
+        DISABLED: Do not contact Odoo servers.
+        Returns fake successful response.
+        """
+        _logger.info("Publisher warranty _get_sys_logs BLOCKED")
+        return {
+            'messages': [],
+            'enterprise_info': {
+                'expiration_date': '2099-12-31 23:59:59',
+                'expiration_reason': 'renewal',
+                'enterprise_code': 'PERMANENT_LOCAL',
+            }
+        }
+
+    @api.model
+    def _get_message(self):
+        """DISABLED: Return empty message."""
+        _logger.info("Publisher warranty _get_message BLOCKED")
+        return {}
+
+    def update_notification(self, cron_mode=True):
+        """
+        DISABLED: Do not send any data to Odoo servers.
+        Just update local parameters with permanent values.
+        """
+        _logger.info("Publisher warranty update_notification BLOCKED")
+        
+        # Set permanent valid subscription parameters
+        params = self.env['ir.config_parameter'].sudo()
+        params.set_param('database.expiration_date', '2099-12-31 23:59:59')
+        params.set_param('database.expiration_reason', 'renewal')
+        params.set_param('database.enterprise_code', 'PERMANENT_LOCAL')
+        
+        # Clear any "already linked" parameters
+        params.set_param('database.already_linked_subscription_url', '')
+        params.set_param('database.already_linked_email', '')
+        params.set_param('database.already_linked_send_mail_url', '')
+        
+        return True
+
+
+class IrHttp(models.AbstractModel):
+    """Block certain routes that call external services."""
+    _inherit = 'ir.http'
+
+    @classmethod
+    def _pre_dispatch(cls, rule, arguments):
+        """Log and potentially block external service routes."""
+        # List of route patterns that should be blocked
+        blocked_routes = [
+            '/iap/',
+            '/partner_autocomplete/',
+            '/google_',
+            '/ocr/',
+            '/sms/',
+        ]
+        
+        # Note: We don't actually block here as it might break functionality
+        # The actual blocking happens at the API/model level
+        return super()._pre_dispatch(rule, arguments)

disable_odoo_online/disable_odoo_online/models/disable_partner_autocomplete.py

@@ -0,0 +1,52 @@
+# -*- coding: utf-8 -*-
+"""
+Disable Partner Autocomplete external API calls.
+"""
+
+import logging
+from odoo import api, models
+
+_logger = logging.getLogger(__name__)
+
+
+class ResPartner(models.Model):
+    """Disable partner autocomplete from Odoo API."""
+    _inherit = 'res.partner'
+
+    @api.model
+    def autocomplete(self, query, timeout=15):
+        """
+        DISABLED: Return empty results instead of calling Odoo's partner API.
+        """
+        _logger.debug("Partner autocomplete DISABLED - returning empty results for: %s", query)
+        return []
+
+    @api.model
+    def enrich_company(self, company_domain, partner_gid, vat, timeout=15):
+        """
+        DISABLED: Return empty data instead of calling Odoo's enrichment API.
+        """
+        _logger.debug("Partner enrichment DISABLED - returning empty for domain: %s", company_domain)
+        return {}
+
+    @api.model
+    def read_by_vat(self, vat, timeout=15):
+        """
+        DISABLED: Return empty data instead of calling Odoo's VAT lookup API.
+        """
+        _logger.debug("Partner VAT lookup DISABLED - returning empty for VAT: %s", vat)
+        return {}
+
+
+class ResCompany(models.Model):
+    """Disable company autocomplete features."""
+    _inherit = 'res.company'
+
+    @api.model
+    def autocomplete(self, query, timeout=15):
+        """
+        DISABLED: Return empty results for company autocomplete.
+        """
+        _logger.debug("Company autocomplete DISABLED - returning empty results")
+        return []
+

disable_odoo_online/disable_odoo_online/models/disable_session_leaks.py

@@ -0,0 +1,82 @@
+# -*- coding: utf-8 -*-
+"""
+Block session-based information leaks and frontend detection mechanisms.
+Specifically targets the web_enterprise module's subscription checks.
+"""
+
+import logging
+from odoo import api, models
+
+_logger = logging.getLogger(__name__)
+
+
+class IrHttp(models.AbstractModel):
+    """
+    Override session info to prevent frontend from detecting license status.
+    This specifically blocks web_enterprise's ExpirationPanel from showing.
+    """
+    _inherit = 'ir.http'
+
+    def session_info(self):
+        """
+        Override session info to set permanent valid subscription data.
+        This prevents the frontend ExpirationPanel from showing warnings.
+        
+        Key overrides:
+        - expiration_date: Set to far future (2099)
+        - expiration_reason: Set to 'renewal' (valid subscription)
+        - warning: Set to False to hide all warning banners
+        """
+        result = super().session_info()
+        
+        # Override expiration-related session data
+        # These are read by enterprise_subscription_service.js
+        result['expiration_date'] = '2099-12-31 23:59:59'
+        result['expiration_reason'] = 'renewal'
+        result['warning'] = False  # Critical: prevents warning banners
+        
+        # Remove any "already linked" subscription info
+        # These could trigger redirect prompts
+        result.pop('already_linked_subscription_url', None)
+        result.pop('already_linked_email', None)
+        result.pop('already_linked_send_mail_url', None)
+        
+        _logger.debug("Session info patched - expiration set to 2099, warnings disabled")
+        return result
+
+
+class ResUsers(models.Model):
+    """
+    Override user creation/modification to prevent subscription checks.
+    When users are created, Odoo Enterprise normally contacts Odoo servers
+    to verify the subscription allows that many users.
+    """
+    _inherit = 'res.users'
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        """
+        Override create to ensure no external subscription check is triggered.
+        The actual check happens in publisher_warranty.contract which we've 
+        already blocked, but this is an extra safety measure.
+        """
+        _logger.info("Creating %d user(s) - subscription check DISABLED", len(vals_list))
+        
+        # Create users normally - no external checks will happen
+        # because publisher_warranty.contract.update_notification is blocked
+        users = super().create(vals_list)
+        
+        # Don't trigger any warranty checks
+        return users
+
+    def write(self, vals):
+        """
+        Override write to log user modifications.
+        """
+        result = super().write(vals)
+        
+        # If internal user status changed, log it
+        if 'share' in vals or 'groups_id' in vals:
+            _logger.info("User permissions updated - subscription check DISABLED")
+        
+        return result

disable_odoo_online/disable_odoo_online/static/src/js/disable_external_links.js

@@ -0,0 +1,38 @@
+/** @odoo-module **/
+
+/**
+ * This module intercepts clicks on external Odoo links to prevent
+ * referrer leakage when users click help/documentation/upgrade links.
+ */
+
+import { browser } from "@web/core/browser/browser";
+
+// Store original window.open
+const originalOpen = browser.open;
+
+// Override browser.open to add referrer protection
+browser.open = function(url, target, features) {
+    if (url && typeof url === 'string') {
+        const urlLower = url.toLowerCase();
+        
+        // Check if it's an Odoo external link
+        const odooPatterns = [
+            'odoo.com',
+            'odoo.sh',
+            'accounts.odoo',
+        ];
+        
+        const isOdooLink = odooPatterns.some(pattern => urlLower.includes(pattern));
+        
+        if (isOdooLink) {
+            // For Odoo links, open with noreferrer to prevent leaking your domain
+            const newWindow = originalOpen.call(this, url, target || '_blank', 'noopener,noreferrer');
+            return newWindow;
+        }
+    }
+    
+    return originalOpen.call(this, url, target, features);
+};
+
+console.log('[disable_odoo_online] External link protection loaded');
+

disable_publisher_warranty/disable_publisher_warranty/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+from . import models
+

disable_publisher_warranty/disable_publisher_warranty/__manifest__.py

@@ -0,0 +1,22 @@
+# -*- coding: utf-8 -*-
+{
+    'name': 'Disable Publisher Warranty',
+    'version': '19.0.1.0.0',
+    'category': 'Tools',
+    'summary': 'Disables all communication with Odoo publisher warranty servers',
+    'description': """
+        This module completely disables:
+        - Publisher warranty server communication
+        - Subscription expiration checks
+        - Automatic license updates
+        
+        For local development use only.
+    """,
+    'author': 'Development',
+    'depends': ['mail'],
+    'data': [],
+    'installable': True,
+    'auto_install': True,
+    'license': 'LGPL-3',
+}
+

disable_publisher_warranty/disable_publisher_warranty/models/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+from . import publisher_warranty
+

disable_publisher_warranty/disable_publisher_warranty/models/publisher_warranty.py

@@ -0,0 +1,47 @@
+# -*- coding: utf-8 -*-
+# Disable all publisher warranty / subscription checks for local development
+
+import logging
+from odoo import api, models
+
+_logger = logging.getLogger(__name__)
+
+
+class PublisherWarrantyContractDisabled(models.AbstractModel):
+    _inherit = "publisher_warranty.contract"
+
+    @api.model
+    def _get_sys_logs(self):
+        """
+        DISABLED: Do not contact Odoo servers.
+        Returns fake successful response.
+        """
+        _logger.info("Publisher warranty check DISABLED - not contacting Odoo servers")
+        return {
+            "messages": [],
+            "enterprise_info": {
+                "expiration_date": "2099-12-31 23:59:59",
+                "expiration_reason": "renewal",
+                "enterprise_code": self.env['ir.config_parameter'].sudo().get_param('database.enterprise_code', ''),
+            }
+        }
+
+    def update_notification(self, cron_mode=True):
+        """
+        DISABLED: Do not send any data to Odoo servers.
+        Just update local parameters with permanent values.
+        """
+        _logger.info("Publisher warranty update_notification DISABLED - no server contact")
+        
+        # Set permanent valid subscription parameters
+        set_param = self.env['ir.config_parameter'].sudo().set_param
+        set_param('database.expiration_date', '2099-12-31 23:59:59')
+        set_param('database.expiration_reason', 'renewal')
+        
+        # Clear any "already linked" parameters
+        set_param('database.already_linked_subscription_url', False)
+        set_param('database.already_linked_email', False)
+        set_param('database.already_linked_send_mail_url', False)
+        
+        return True
+

fusion_accounts/fusion_accounts/__init__.py

@@ -0,0 +1,5 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import models

fusion_accounts/fusion_accounts/__manifest__.py

@@ -0,0 +1,45 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+{
+    'name': 'Fusion Accounts',
+    'version': '19.0.1.0.0',
+    'category': 'Accounting',
+    'summary': 'Smart vendor bill creation from email with AI extraction and vendor matching',
+    'description': """
+Fusion Accounts - Smart Vendor Bill Management
+===============================================
+
+Automatically creates vendor bills from incoming emails with:
+- Multi-level vendor matching (email, domain, name)
+- Vendor blocking for PO-tracked vendors
+- AI-powered data extraction from email body and PDF attachments
+- Full activity logging and dashboard
+    """,
+    'author': 'Nexa Systems Inc.',
+    'website': 'https://nexasystems.ca',
+    'license': 'OPL-1',
+    'depends': [
+        'base',
+        'account',
+        'mail',
+        'purchase',
+    ],
+    'external_dependencies': {
+        'python': ['fitz'],
+    },
+    'data': [
+        'security/security.xml',
+        'security/ir.model.access.csv',
+        'data/ir_config_parameter_data.xml',
+        'views/fusion_accounts_log_views.xml',
+        'views/fusion_accounts_dashboard.xml',
+        'views/res_partner_views.xml',
+        'views/res_config_settings_views.xml',
+        'views/account_move_views.xml',
+        'views/fusion_accounts_menus.xml',
+    ],
+    'installable': True,
+    'application': True,
+    'auto_install': False,
+}

fusion_accounts/fusion_accounts/data/ir_config_parameter_data.xml

@@ -0,0 +1,36 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!--
+        Default configuration parameters for Fusion Accounts.
+        noupdate="1" ensures these are ONLY set on first install,
+        never overwritten during module upgrades.
+    -->
+    <data noupdate="1">
+
+        <record id="config_ai_enabled" model="ir.config_parameter">
+            <field name="key">fusion_accounts.ai_enabled</field>
+            <field name="value">True</field>
+        </record>
+        <record id="config_ai_model" model="ir.config_parameter">
+            <field name="key">fusion_accounts.ai_model</field>
+            <field name="value">gpt-4o-mini</field>
+        </record>
+        <record id="config_ai_max_pages" model="ir.config_parameter">
+            <field name="key">fusion_accounts.ai_max_pages</field>
+            <field name="value">2</field>
+        </record>
+        <record id="config_enable_domain_match" model="ir.config_parameter">
+            <field name="key">fusion_accounts.enable_domain_match</field>
+            <field name="value">True</field>
+        </record>
+        <record id="config_enable_name_match" model="ir.config_parameter">
+            <field name="key">fusion_accounts.enable_name_match</field>
+            <field name="value">True</field>
+        </record>
+        <record id="config_log_retention_days" model="ir.config_parameter">
+            <field name="key">fusion_accounts.log_retention_days</field>
+            <field name="value">90</field>
+        </record>
+
+    </data>
+</odoo>

fusion_accounts/fusion_accounts/models/__init__.py

@@ -0,0 +1,9 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import res_partner
+from . import fusion_accounts_log
+from . import ai_bill_extractor
+from . import account_move
+from . import res_config_settings

fusion_accounts/fusion_accounts/models/account_move.py

@@ -0,0 +1,265 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+import logging
+from email.utils import parseaddr
+
+from odoo import models, fields, api
+
+_logger = logging.getLogger(__name__)
+
+
+class AccountMove(models.Model):
+    _inherit = 'account.move'
+
+    x_fa_created_from_email = fields.Boolean(
+        string='Created from Email',
+        default=False,
+        readonly=True,
+        copy=False,
+        help='This bill was automatically created from an incoming email.',
+    )
+    x_fa_match_level = fields.Selection(
+        selection=[
+            ('exact_email', 'Exact Email'),
+            ('domain', 'Domain Match'),
+            ('name', 'Name Match'),
+            ('no_match', 'No Match'),
+        ],
+        string='Vendor Match Level',
+        readonly=True,
+        copy=False,
+        help='How the vendor was matched from the sender email.',
+    )
+    x_fa_ai_extracted = fields.Boolean(
+        string='AI Extracted',
+        default=False,
+        readonly=True,
+        copy=False,
+        help='Bill data was extracted using AI.',
+    )
+    x_fa_original_sender = fields.Char(
+        string='Original Email Sender',
+        readonly=True,
+        copy=False,
+        help='The original sender email address that triggered bill creation.',
+    )
+
+    # =========================================================================
+    # VENDOR MATCHING
+    # =========================================================================
+    @api.model
+    def _fa_match_vendor_from_email(self, email_from):
+        """Multi-level vendor matching from sender email.
+
+        Tries three levels:
+        1. Exact email match
+        2. Domain match (email domain or website)
+        3. Name match (sender display name)
+
+        Returns: (partner_record, match_level) or (False, 'no_match')
+        """
+        if not email_from:
+            return False, 'no_match'
+
+        # Parse "Display Name <email@example.com>" format
+        display_name, email_address = parseaddr(email_from)
+        if not email_address:
+            return False, 'no_match'
+
+        email_address = email_address.strip().lower()
+        Partner = self.env['res.partner'].sudo()
+
+        # Check settings for which match levels are enabled
+        ICP = self.env['ir.config_parameter'].sudo()
+        enable_domain = ICP.get_param('fusion_accounts.enable_domain_match', 'True') == 'True'
+        enable_name = ICP.get_param('fusion_accounts.enable_name_match', 'True') == 'True'
+
+        # ----- Level 1: Exact email match -----
+        partner = Partner.search([
+            ('email', '=ilike', email_address),
+            ('supplier_rank', '>', 0),
+        ], limit=1)
+        if not partner:
+            # Also check without supplier_rank filter (contact might not be flagged as vendor)
+            partner = Partner.search([
+                ('email', '=ilike', email_address),
+            ], limit=1)
+
+        if partner:
+            _logger.info("Vendor match Level 1 (exact email): %s -> %s",
+                         email_address, partner.name)
+            return partner, 'exact_email'
+
+        # ----- Level 2: Domain match -----
+        if enable_domain and '@' in email_address:
+            domain = email_address.split('@')[1]
+            # Skip common email providers
+            common_domains = {
+                'gmail.com', 'yahoo.com', 'hotmail.com', 'outlook.com',
+                'live.com', 'aol.com', 'icloud.com', 'mail.com',
+                'protonmail.com', 'zoho.com',
+            }
+            if domain not in common_domains:
+                # Search by email domain
+                partners = Partner.search([
+                    '|',
+                    ('email', '=ilike', f'%@{domain}'),
+                    ('website', 'ilike', domain),
+                ])
+                if partners:
+                    # Prefer is_company=True (the parent company)
+                    company_partner = partners.filtered(lambda p: p.is_company)
+                    partner = company_partner[0] if company_partner else partners[0]
+                    _logger.info("Vendor match Level 2 (domain): %s -> %s (from %d candidates)",
+                                 domain, partner.name, len(partners))
+                    return partner, 'domain'
+
+        # ----- Level 3: Name match -----
+        if enable_name and display_name:
+            clean_name = display_name.strip().strip('"').strip("'")
+            if len(clean_name) >= 3:  # Only match names with 3+ characters
+                partners = Partner.search([
+                    '|',
+                    ('name', 'ilike', clean_name),
+                    ('commercial_company_name', 'ilike', clean_name),
+                ])
+                if len(partners) == 1:
+                    _logger.info("Vendor match Level 3 (name): '%s' -> %s",
+                                 clean_name, partners.name)
+                    return partners, 'name'
+                elif len(partners) > 1:
+                    _logger.info("Vendor match Level 3 skipped: '%s' matched %d partners (ambiguous)",
+                                 clean_name, len(partners))
+
+        _logger.info("No vendor match found for: %s (%s)", display_name, email_address)
+        return False, 'no_match'
+
+    # =========================================================================
+    # MESSAGE_NEW OVERRIDE
+    # =========================================================================
+    @api.model
+    def message_new(self, msg_dict, custom_values=None):
+        """Override to add vendor matching and blocking for incoming bills.
+
+        When an email arrives via the accounts alias:
+        1. Match sender to a vendor
+        2. If vendor is blocked -> log to Discuss, don't create bill
+        3. If not blocked -> create draft bill, run AI extraction
+        """
+        email_from = msg_dict.get('email_from', '') or msg_dict.get('from', '')
+        subject = msg_dict.get('subject', '')
+
+        _logger.info("Fusion Accounts: Processing incoming email from '%s' subject '%s'",
+                      email_from, subject)
+
+        # Match vendor
+        partner, match_level = self._fa_match_vendor_from_email(email_from)
+
+        # Check if vendor is blocked
+        if partner and partner.x_fa_block_email_bill:
+            _logger.info("Vendor '%s' is blocked for email bill creation. Skipping bill.",
+                         partner.name)
+
+            # Log the blocked action
+            self.env['fusion.accounts.log'].sudo().create({
+                'email_from': email_from,
+                'email_subject': subject,
+                'email_date': msg_dict.get('date'),
+                'vendor_id': partner.id,
+                'match_level': match_level,
+                'action_taken': 'blocked',
+                'notes': f'Vendor "{partner.name}" has email bill creation blocked.',
+            })
+
+            # Post note to vendor's chatter
+            try:
+                partner.message_post(
+                    body=f'<p><strong>Blocked bill email:</strong> {subject}</p>'
+                         f'<p><strong>From:</strong> {email_from}</p>',
+                    message_type='comment',
+                    subtype_xmlid='mail.mt_note',
+                )
+            except Exception as e:
+                _logger.warning("Failed to post blocked email to partner chatter: %s", e)
+
+            # Don't create a bill -- just let fetchmail mark the email as handled
+            # by raising a controlled exception that fetchmail catches gracefully
+            _logger.info("Skipping bill creation for blocked vendor %s", partner.name)
+            raise ValueError(
+                f"Fusion Accounts: Bill creation blocked for vendor '{partner.name}'. "
+                f"Email from {email_from} logged to activity log."
+            )
+
+        # Not blocked -- create the bill
+        custom_values = custom_values or {}
+        custom_values['move_type'] = 'in_invoice'
+        if partner:
+            custom_values['partner_id'] = partner.id
+
+        # Create the bill via standard Odoo mechanism
+        try:
+            move = super().message_new(msg_dict, custom_values=custom_values)
+            # Write FA fields after creation (Odoo may strip unknown fields from custom_values)
+            move.sudo().write({
+                'x_fa_created_from_email': True,
+                'x_fa_match_level': match_level,
+                'x_fa_original_sender': email_from,
+            })
+        except Exception as e:
+            _logger.error("Failed to create bill from email: %s", e)
+            self.env['fusion.accounts.log'].sudo().create({
+                'email_from': email_from,
+                'email_subject': subject,
+                'email_date': msg_dict.get('date'),
+                'vendor_id': partner.id if partner else False,
+                'match_level': match_level,
+                'action_taken': 'failed',
+                'notes': str(e),
+            })
+            raise
+
+        # Run AI extraction using attachments from msg_dict
+        # (ir.attachment records don't exist yet at this point - they're created by message_post later)
+        ai_extracted = False
+        ai_result = ''
+        try:
+            ICP = self.env['ir.config_parameter'].sudo()
+            ai_enabled = ICP.get_param('fusion_accounts.ai_enabled', 'True') == 'True'
+
+            if ai_enabled:
+                extractor = self.env['fusion.accounts.ai.extractor']
+                email_body = msg_dict.get('body', '')
+
+                raw_attachments = msg_dict.get('attachments', [])
+                extracted_data = extractor.extract_bill_data_from_raw(
+                    email_body, raw_attachments
+                )
+                if extracted_data:
+                    extractor.apply_extracted_data(move, extracted_data)
+                    ai_extracted = True
+                    ai_result = str(extracted_data)
+                    move.sudo().write({'x_fa_ai_extracted': True})
+
+        except Exception as e:
+            _logger.warning("AI extraction failed for bill %s: %s", move.id, e)
+            ai_result = f'Error: {e}'
+
+        # Log the successful creation
+        self.env['fusion.accounts.log'].sudo().create({
+            'email_from': email_from,
+            'email_subject': subject,
+            'email_date': msg_dict.get('date'),
+            'vendor_id': partner.id if partner else False,
+            'match_level': match_level,
+            'action_taken': 'bill_created',
+            'bill_id': move.id,
+            'ai_extracted': ai_extracted,
+            'ai_result': ai_result,
+        })
+
+        _logger.info("Fusion Accounts: Created bill %s from email (vendor=%s, match=%s, ai=%s)",
+                      move.name, partner.name if partner else 'None', match_level, ai_extracted)
+
+        return move

fusion_accounts/fusion_accounts/models/ai_bill_extractor.py

@@ -0,0 +1,614 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+import base64
+import json
+import logging
+import re
+
+from odoo import models
+
+_logger = logging.getLogger(__name__)
+
+EXTRACTION_PROMPT = """You are an accounts payable assistant. Extract billing information from the attached invoice/bill document and email.
+
+IMPORTANT RULES:
+- The PDF attachment is the PRIMARY source of truth. Always prefer data from the PDF over the email body.
+- "vendor_name" = the company that ISSUED the invoice/bill (the seller/supplier name on the document), NOT the email sender.
+- "invoice_number" = the Invoice Number, Bill Number, Reference Number, or Sales Order Number printed on the document.
+- "invoice_date" = the date the invoice was issued (not the email date).
+- "due_date" = the payment due date on the invoice.
+- For line items, extract each product/service line with description, quantity, unit price, and line total.
+
+Return ONLY valid JSON with this exact structure (use null for missing values):
+{
+    "vendor_name": "string - the company name that issued the bill",
+    "invoice_number": "string - invoice/bill/reference number",
+    "invoice_date": "YYYY-MM-DD",
+    "due_date": "YYYY-MM-DD",
+    "currency": "CAD or USD",
+    "subtotal": 0.00,
+    "tax_amount": 0.00,
+    "total_amount": 0.00,
+    "po_reference": "string or null - any PO reference on the document",
+    "lines": [
+        {
+            "description": "string",
+            "quantity": 1.0,
+            "unit_price": 0.00,
+            "amount": 0.00
+        }
+    ]
+}
+
+If you cannot determine a value, use null. For lines, include as many as you can find.
+Do NOT include any text outside the JSON object."""
+
+
+class AIBillExtractor(models.AbstractModel):
+    _name = 'fusion.accounts.ai.extractor'
+    _description = 'AI Bill Data Extractor'
+
+    def _get_api_key(self):
+        """Get the OpenAI API key from settings."""
+        return self.env['ir.config_parameter'].sudo().get_param(
+            'fusion_accounts.openai_api_key', ''
+        )
+
+    def _get_ai_model(self):
+        """Get the configured AI model."""
+        return self.env['ir.config_parameter'].sudo().get_param(
+            'fusion_accounts.ai_model', 'gpt-4o-mini'
+        )
+
+    def _get_max_pages(self):
+        """Get the max PDF pages to process."""
+        try:
+            return int(self.env['ir.config_parameter'].sudo().get_param(
+                'fusion_accounts.ai_max_pages', '2'
+            ))
+        except (ValueError, TypeError):
+            return 2
+
+    def _is_ai_enabled(self):
+        """Check if AI extraction is enabled."""
+        return self.env['ir.config_parameter'].sudo().get_param(
+            'fusion_accounts.ai_enabled', 'True'
+        ) == 'True'
+
+    def extract_bill_data_from_raw(self, email_body, raw_attachments=None):
+        """Extract bill data using raw attachments from msg_dict.
+
+        Raw attachments come as a list that can contain:
+        - tuples: (filename, content_bytes, info_dict)
+        - ir.attachment records (if already created)
+
+        Args:
+            email_body: HTML email body
+            raw_attachments: list from msg_dict['attachments']
+
+        Returns:
+            dict with extracted data, or empty dict on failure
+        """
+        if not self._is_ai_enabled():
+            _logger.info("AI extraction is disabled")
+            return {}
+
+        api_key = self._get_api_key()
+        if not api_key:
+            _logger.warning("No OpenAI API key configured")
+            return {}
+
+        try:
+            import requests as req_lib
+        except ImportError:
+            _logger.error("requests library not available")
+            return {}
+
+        clean_body = self._strip_html(email_body or '')
+        content_parts = []
+        has_pdf_content = False
+
+        # Process raw attachments from msg_dict
+        if raw_attachments:
+            for att in raw_attachments[:3]:
+                fname = ''
+                content = None
+
+                if hasattr(att, 'datas'):
+                    # ir.attachment record
+                    fname = att.name or ''
+                    content = base64.b64decode(att.datas) if att.datas else None
+                    mimetype = att.mimetype or ''
+                elif hasattr(att, 'fname') and hasattr(att, 'content'):
+                    # Odoo Attachment namedtuple (fname, content, info)
+                    fname = att.fname or ''
+                    content = att.content if isinstance(att.content, bytes) else None
+                    mimetype = getattr(att, 'info', {}).get('content_type', '') if hasattr(att, 'info') and att.info else ''
+                elif isinstance(att, (tuple, list)) and len(att) >= 2:
+                    # (filename, content_bytes, ...) tuple
+                    fname = att[0] or ''
+                    content = att[1] if isinstance(att[1], bytes) else None
+                    mimetype = ''
+                else:
+                    continue
+
+                # Determine mimetype from filename if not set
+                if not mimetype:
+                    if fname.lower().endswith('.pdf'):
+                        mimetype = 'application/pdf'
+                    elif fname.lower().endswith(('.png', '.jpg', '.jpeg')):
+                        mimetype = 'image/' + fname.rsplit('.', 1)[-1].lower()
+
+                if not content:
+                    continue
+
+                _logger.info("Processing attachment: %s (%d bytes)", fname, len(content))
+
+                if fname.lower().endswith('.pdf') or mimetype == 'application/pdf':
+                    # Convert PDF to images
+                    pdf_images = self._pdf_bytes_to_images(content)
+                    if pdf_images:
+                        has_pdf_content = True
+                        for img_data in pdf_images:
+                            content_parts.append({
+                                "type": "image_url",
+                                "image_url": {
+                                    "url": f"data:image/png;base64,{img_data}",
+                                    "detail": "high",
+                                }
+                            })
+                    else:
+                        # Fallback: text extraction
+                        pdf_text = self._pdf_bytes_to_text(content)
+                        if pdf_text:
+                            has_pdf_content = True
+                            content_parts.append({
+                                "type": "text",
+                                "text": f"INVOICE/BILL DOCUMENT:\n{pdf_text[:8000]}"
+                            })
+                elif mimetype.startswith('image/'):
+                    has_pdf_content = True
+                    img_b64 = base64.b64encode(content).decode()
+                    content_parts.append({
+                        "type": "image_url",
+                        "image_url": {
+                            "url": f"data:{mimetype};base64,{img_b64}",
+                            "detail": "high",
+                        }
+                    })
+
+        # Email body as secondary context
+        if clean_body and not has_pdf_content:
+            content_parts.append({
+                "type": "text",
+                "text": f"EMAIL BODY (no invoice attachment):\n{clean_body[:5000]}"
+            })
+        elif clean_body and has_pdf_content:
+            content_parts.append({
+                "type": "text",
+                "text": f"ADDITIONAL CONTEXT FROM EMAIL:\n{clean_body[:2000]}"
+            })
+
+        if not content_parts:
+            _logger.info("No content to extract from")
+            return {}
+
+        # Call OpenAI API
+        model = self._get_ai_model()
+        messages = [
+            {"role": "system", "content": EXTRACTION_PROMPT},
+            {"role": "user", "content": content_parts},
+        ]
+
+        try:
+            response = req_lib.post(
+                'https://api.openai.com/v1/chat/completions',
+                headers={
+                    'Authorization': f'Bearer {api_key}',
+                    'Content-Type': 'application/json',
+                },
+                json={
+                    'model': model,
+                    'messages': messages,
+                    'max_tokens': 2000,
+                    'temperature': 0.1,
+                },
+                timeout=60,
+            )
+            response.raise_for_status()
+            result = response.json()
+            content = result['choices'][0]['message']['content']
+
+            content = content.strip()
+            if content.startswith('```'):
+                lines = content.split('\n')
+                content = '\n'.join(lines[1:-1] if lines[-1].strip() == '```' else lines[1:])
+                content = content.strip()
+
+            if not content:
+                _logger.warning("AI returned empty response")
+                return {}
+
+            extracted = json.loads(content)
+            _logger.info("AI extraction successful: %s", json.dumps(extracted, indent=2)[:500])
+            return extracted
+
+        except Exception as e:
+            _logger.error("AI extraction failed: %s", e)
+            return {}
+
+    def _pdf_bytes_to_images(self, pdf_bytes):
+        """Convert raw PDF bytes to base64 PNG images."""
+        max_pages = self._get_max_pages()
+        images = []
+        try:
+            import fitz
+            doc = fitz.open(stream=pdf_bytes, filetype="pdf")
+            for page_num in range(min(len(doc), max_pages)):
+                page = doc[page_num]
+                pix = page.get_pixmap(matrix=fitz.Matrix(2, 2))
+                img_data = base64.b64encode(pix.tobytes("png")).decode()
+                images.append(img_data)
+                _logger.info("Converted PDF page %d to image (%d bytes)", page_num + 1, len(img_data))
+            doc.close()
+        except ImportError:
+            _logger.warning("PyMuPDF not available")
+        except Exception as e:
+            _logger.warning("PDF to image failed: %s", e)
+        return images
+
+    def _pdf_bytes_to_text(self, pdf_bytes):
+        """Extract text from raw PDF bytes."""
+        max_pages = self._get_max_pages()
+        try:
+            import fitz
+            doc = fitz.open(stream=pdf_bytes, filetype="pdf")
+            parts = []
+            for page_num in range(min(len(doc), max_pages)):
+                parts.append(doc[page_num].get_text())
+            doc.close()
+            return '\n'.join(parts)
+        except Exception:
+            return ''
+
+    def extract_bill_data(self, email_body, attachments=None):
+        """Extract bill data from email body and attachments using OpenAI.
+
+        Args:
+            email_body: Plain text or HTML email body
+            attachments: List of ir.attachment records
+
+        Returns:
+            dict with extracted data, or empty dict on failure
+        """
+        if not self._is_ai_enabled():
+            _logger.info("AI extraction is disabled")
+            return {}
+
+        api_key = self._get_api_key()
+        if not api_key:
+            _logger.warning("No OpenAI API key configured for Fusion Accounts")
+            return {}
+
+        try:
+            import requests
+        except ImportError:
+            _logger.error("requests library not available")
+            return {}
+
+        # Clean HTML from email body
+        clean_body = self._strip_html(email_body or '')
+
+        # Build messages for OpenAI
+        messages = [
+            {"role": "system", "content": EXTRACTION_PROMPT},
+        ]
+
+        # Build content -- PDF attachments FIRST (primary source), email body second
+        content_parts = []
+        has_pdf_content = False
+
+        # Add PDF/image attachments first (these are the invoice documents)
+        if attachments:
+            for attachment in attachments[:3]:  # Max 3 attachments
+                if attachment.mimetype == 'application/pdf':
+                    # Try image conversion first (best for AI vision)
+                    pdf_images = self._pdf_to_images(attachment)
+                    if pdf_images:
+                        has_pdf_content = True
+                        for img_data in pdf_images:
+                            content_parts.append({
+                                "type": "image_url",
+                                "image_url": {
+                                    "url": f"data:image/png;base64,{img_data}",
+                                    "detail": "high",
+                                }
+                            })
+                    else:
+                        # Fallback: extract text from PDF
+                        pdf_text = self._pdf_to_text(attachment)
+                        if pdf_text:
+                            has_pdf_content = True
+                            content_parts.append({
+                                "type": "text",
+                                "text": f"INVOICE/BILL DOCUMENT:\n{pdf_text[:8000]}"
+                            })
+                elif attachment.mimetype in ('image/png', 'image/jpeg', 'image/jpg'):
+                    has_pdf_content = True
+                    img_b64 = base64.b64encode(base64.b64decode(attachment.datas)).decode()
+                    content_parts.append({
+                        "type": "image_url",
+                        "image_url": {
+                            "url": f"data:{attachment.mimetype};base64,{img_b64}",
+                            "detail": "high",
+                        }
+                    })
+
+        # Add email body as secondary context (only if no PDF content found)
+        if clean_body and not has_pdf_content:
+            content_parts.append({
+                "type": "text",
+                "text": f"EMAIL BODY (no invoice attachment found):\n{clean_body[:5000]}"
+            })
+        elif clean_body and has_pdf_content:
+            content_parts.append({
+                "type": "text",
+                "text": f"ADDITIONAL CONTEXT FROM EMAIL:\n{clean_body[:2000]}"
+            })
+
+        if not content_parts:
+            _logger.info("No content to extract from")
+            return {}
+
+        messages.append({"role": "user", "content": content_parts})
+
+        # Call OpenAI API
+        model = self._get_ai_model()
+        try:
+            response = requests.post(
+                'https://api.openai.com/v1/chat/completions',
+                headers={
+                    'Authorization': f'Bearer {api_key}',
+                    'Content-Type': 'application/json',
+                },
+                json={
+                    'model': model,
+                    'messages': messages,
+                    'max_tokens': 2000,
+                    'temperature': 0.1,
+                },
+                timeout=60,
+            )
+            response.raise_for_status()
+            result = response.json()
+            content = result['choices'][0]['message']['content']
+
+            # Parse JSON from response -- handle markdown code fences
+            content = content.strip()
+            if content.startswith('```'):
+                # Remove ```json ... ``` wrapper
+                lines = content.split('\n')
+                content = '\n'.join(lines[1:-1] if lines[-1].strip() == '```' else lines[1:])
+                content = content.strip()
+
+            if not content:
+                _logger.warning("AI returned empty response")
+                return {}
+
+            extracted = json.loads(content)
+            _logger.info("AI extraction successful: %s", json.dumps(extracted, indent=2)[:500])
+            return extracted
+
+        except requests.exceptions.RequestException as e:
+            _logger.error("OpenAI API request failed: %s", e)
+            return {}
+        except (json.JSONDecodeError, KeyError, IndexError) as e:
+            _logger.warning("Failed to parse AI response: %s (content: %s)", e, content[:200] if content else 'empty')
+            return {}
+
+    def apply_extracted_data(self, move, extracted_data):
+        """Apply AI-extracted data to a draft vendor bill.
+
+        The PDF/invoice is the source of truth for:
+        - Vendor name (matched to Odoo contact)
+        - Invoice/bill number (ref)
+        - Invoice date, due date
+        - Line items
+
+        Args:
+            move: account.move record (draft vendor bill)
+            extracted_data: dict from extract_bill_data()
+        """
+        if not extracted_data:
+            return
+
+        vals = {}
+
+        # --- Vendor matching from AI-extracted vendor name ---
+        # This overrides the email sender match because the PDF
+        # shows the actual billing company (e.g., "Canada Computers Inc.")
+        ai_vendor_name = extracted_data.get('vendor_name')
+        if ai_vendor_name:
+            partner = self._match_vendor_by_name(ai_vendor_name)
+            if partner:
+                vals['partner_id'] = partner.id
+                _logger.info("AI vendor match: '%s' -> %s (id=%d)",
+                             ai_vendor_name, partner.name, partner.id)
+
+        # Invoice reference (vendor's invoice/bill/SO number)
+        if extracted_data.get('invoice_number'):
+            vals['ref'] = extracted_data['invoice_number']
+
+        # Invoice date
+        if extracted_data.get('invoice_date'):
+            try:
+                from datetime import datetime
+                vals['invoice_date'] = datetime.strptime(
+                    extracted_data['invoice_date'], '%Y-%m-%d'
+                ).date()
+            except (ValueError, TypeError):
+                pass
+
+        # Due date
+        if extracted_data.get('due_date'):
+            try:
+                from datetime import datetime
+                vals['invoice_date_due'] = datetime.strptime(
+                    extracted_data['due_date'], '%Y-%m-%d'
+                ).date()
+            except (ValueError, TypeError):
+                pass
+
+        if vals:
+            try:
+                move.write(vals)
+                _logger.info("Applied AI data to bill %s: %s", move.id, vals)
+            except Exception as e:
+                _logger.error("Failed to apply AI data to bill %s: %s", move.id, e)
+
+        # Add invoice lines if extracted
+        lines = extracted_data.get('lines', [])
+        if lines and not move.invoice_line_ids:
+            line_vals_list = []
+            for line in lines[:20]:  # Max 20 lines
+                line_vals = {
+                    'move_id': move.id,
+                    'name': line.get('description', 'Extracted line'),
+                    'quantity': line.get('quantity', 1.0),
+                    'price_unit': line.get('unit_price', 0.0),
+                }
+                line_vals_list.append(line_vals)
+
+            if line_vals_list:
+                try:
+                    move.write({
+                        'invoice_line_ids': [(0, 0, lv) for lv in line_vals_list]
+                    })
+                    _logger.info("Added %d AI-extracted lines to bill %s",
+                                 len(line_vals_list), move.id)
+                except Exception as e:
+                    _logger.error("Failed to add lines to bill %s: %s", move.id, e)
+
+    def _match_vendor_by_name(self, vendor_name):
+        """Match AI-extracted vendor name to an Odoo partner.
+
+        Tries multiple strategies:
+        1. Exact name match
+        2. Commercial company name match
+        3. Partial/contains match (only if single result)
+
+        Returns: res.partner record or False
+        """
+        if not vendor_name or len(vendor_name) < 3:
+            return False
+
+        Partner = self.env['res.partner'].sudo()
+        vendor_name = vendor_name.strip()
+
+        # Level 1: Exact name match
+        partner = Partner.search([
+            ('name', '=ilike', vendor_name),
+            ('supplier_rank', '>', 0),
+        ], limit=1)
+        if partner:
+            return partner
+
+        # Level 2: Exact name match without supplier_rank filter
+        partner = Partner.search([
+            ('name', '=ilike', vendor_name),
+        ], limit=1)
+        if partner:
+            return partner
+
+        # Level 3: Commercial company name match
+        partner = Partner.search([
+            ('commercial_company_name', '=ilike', vendor_name),
+        ], limit=1)
+        if partner:
+            return partner
+
+        # Level 4: Contains match (only accept single result to avoid false positives)
+        partners = Partner.search([
+            '|',
+            ('name', 'ilike', vendor_name),
+            ('commercial_company_name', 'ilike', vendor_name),
+        ])
+        if len(partners) == 1:
+            return partners
+
+        # Level 5: Try without common suffixes (Inc, Ltd, Corp, etc.)
+        clean_name = vendor_name
+        for suffix in [' Inc', ' Inc.', ' Ltd', ' Ltd.', ' Corp', ' Corp.',
+                       ' Co', ' Co.', ' LLC', ' Company', ' Limited']:
+            if clean_name.lower().endswith(suffix.lower()):
+                clean_name = clean_name[:len(clean_name) - len(suffix)].strip()
+                break
+
+        if clean_name != vendor_name and len(clean_name) >= 3:
+            partners = Partner.search([
+                '|',
+                ('name', 'ilike', clean_name),
+                ('commercial_company_name', 'ilike', clean_name),
+            ])
+            if len(partners) == 1:
+                return partners
+
+        _logger.info("No vendor match for AI-extracted name: '%s'", vendor_name)
+        return False
+
+    def _strip_html(self, html):
+        """Strip HTML tags from text."""
+        clean = re.sub(r'<style[^>]*>.*?</style>', '', html, flags=re.DOTALL)
+        clean = re.sub(r'<script[^>]*>.*?</script>', '', clean, flags=re.DOTALL)
+        clean = re.sub(r'<[^>]+>', ' ', clean)
+        clean = re.sub(r'\s+', ' ', clean).strip()
+        return clean
+
+    def _pdf_to_images(self, attachment):
+        """Convert PDF attachment pages to base64 PNG images using PyMuPDF."""
+        max_pages = self._get_max_pages()
+        images = []
+
+        try:
+            import fitz  # PyMuPDF
+            pdf_data = base64.b64decode(attachment.datas)
+            doc = fitz.open(stream=pdf_data, filetype="pdf")
+            for page_num in range(min(len(doc), max_pages)):
+                page = doc[page_num]
+                pix = page.get_pixmap(matrix=fitz.Matrix(2, 2))  # 2x zoom for readability
+                img_data = base64.b64encode(pix.tobytes("png")).decode()
+                images.append(img_data)
+                _logger.info("Converted PDF page %d to image (%d bytes)", page_num + 1, len(img_data))
+            doc.close()
+        except ImportError:
+            _logger.warning("PyMuPDF not available, will try text extraction fallback")
+        except Exception as e:
+            _logger.warning("PDF to image conversion failed: %s", e)
+
+        return images
+
+    def _pdf_to_text(self, attachment):
+        """Extract text content from PDF as fallback when image conversion fails."""
+        max_pages = self._get_max_pages()
+
+        try:
+            import fitz  # PyMuPDF
+            pdf_data = base64.b64decode(attachment.datas)
+            doc = fitz.open(stream=pdf_data, filetype="pdf")
+            text_parts = []
+            for page_num in range(min(len(doc), max_pages)):
+                page = doc[page_num]
+                text_parts.append(page.get_text())
+            doc.close()
+            full_text = '\n'.join(text_parts)
+            if full_text.strip():
+                _logger.info("Extracted %d chars of text from PDF", len(full_text))
+                return full_text
+        except ImportError:
+            pass
+        except Exception as e:
+            _logger.warning("PDF text extraction failed: %s", e)
+
+        return ''

fusion_accounts/fusion_accounts/models/fusion_accounts_log.py

@@ -0,0 +1,140 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+
+
+class FusionAccountsLog(models.Model):
+    _name = 'fusion.accounts.log'
+    _description = 'Fusion Accounts - Email Processing Log'
+    _order = 'create_date desc'
+    _rec_name = 'email_subject'
+
+    email_from = fields.Char(
+        string='From',
+        readonly=True,
+        help='Sender email address',
+    )
+    vendor_blocked = fields.Boolean(
+        related='vendor_id.x_fa_block_email_bill',
+        string='Vendor Blocked',
+        readonly=True,
+    )
+    email_subject = fields.Char(
+        string='Subject',
+        readonly=True,
+    )
+    email_date = fields.Datetime(
+        string='Email Date',
+        readonly=True,
+    )
+    vendor_id = fields.Many2one(
+        'res.partner',
+        string='Matched Vendor',
+        readonly=True,
+        help='Vendor matched from sender email',
+    )
+    match_level = fields.Selection(
+        selection=[
+            ('exact_email', 'Exact Email'),
+            ('domain', 'Domain Match'),
+            ('name', 'Name Match'),
+            ('no_match', 'No Match'),
+        ],
+        string='Match Level',
+        readonly=True,
+        help='How the vendor was identified',
+    )
+    action_taken = fields.Selection(
+        selection=[
+            ('bill_created', 'Bill Created'),
+            ('blocked', 'Blocked (Vendor)'),
+            ('failed', 'Failed'),
+            ('no_vendor', 'No Vendor Match'),
+        ],
+        string='Action',
+        readonly=True,
+    )
+    bill_id = fields.Many2one(
+        'account.move',
+        string='Created Bill',
+        readonly=True,
+        help='The vendor bill created from this email',
+    )
+    ai_extracted = fields.Boolean(
+        string='AI Extracted',
+        readonly=True,
+        default=False,
+        help='Whether AI data extraction was performed',
+    )
+    ai_result = fields.Text(
+        string='AI Extraction Result',
+        readonly=True,
+        help='JSON output from AI extraction',
+    )
+    notes = fields.Text(
+        string='Notes',
+        readonly=True,
+        help='Error messages or additional details',
+    )
+
+    def action_block_vendor(self):
+        """Block the vendor from this log entry from email bill creation."""
+        for log in self:
+            if log.vendor_id and not log.vendor_id.x_fa_block_email_bill:
+                log.vendor_id.write({'x_fa_block_email_bill': True})
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Vendor Blocked'),
+                'message': _('Vendor blocked from email bill creation.'),
+                'type': 'success',
+                'sticky': False,
+            }
+        }
+
+    def action_enable_vendor(self):
+        """Enable the vendor from this log entry for email bill creation."""
+        for log in self:
+            if log.vendor_id and log.vendor_id.x_fa_block_email_bill:
+                log.vendor_id.write({'x_fa_block_email_bill': False})
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Vendor Enabled'),
+                'message': _('Vendor enabled for email bill creation.'),
+                'type': 'success',
+                'sticky': False,
+            }
+        }
+
+    # Stat fields for dashboard
+    @api.model
+    def get_dashboard_data(self):
+        """Return statistics for the dashboard."""
+        today = fields.Date.today()
+        return {
+            'bills_pending': self.env['account.move'].search_count([
+                ('move_type', '=', 'in_invoice'),
+                ('state', '=', 'draft'),
+                ('x_fa_created_from_email', '=', True),
+            ]),
+            'bills_today': self.search_count([
+                ('action_taken', '=', 'bill_created'),
+                ('create_date', '>=', fields.Datetime.to_string(today)),
+            ]),
+            'blocked_today': self.search_count([
+                ('action_taken', '=', 'blocked'),
+                ('create_date', '>=', fields.Datetime.to_string(today)),
+            ]),
+            'failed_today': self.search_count([
+                ('action_taken', '=', 'failed'),
+                ('create_date', '>=', fields.Datetime.to_string(today)),
+            ]),
+            'total_blocked_vendors': self.env['res.partner'].search_count([
+                ('x_fa_block_email_bill', '=', True),
+            ]),
+        }

fusion_accounts/fusion_accounts/models/res_config_settings.py

@@ -0,0 +1,84 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+import logging
+
+from odoo import models, fields
+
+_logger = logging.getLogger(__name__)
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = 'res.config.settings'
+
+    # =========================================================================
+    # AI SETTINGS
+    # =========================================================================
+    x_fa_ai_enabled = fields.Boolean(
+        string='Enable AI Extraction',
+        config_parameter='fusion_accounts.ai_enabled',
+        help='Enable AI-powered data extraction from email body and attachments.',
+    )
+    x_fa_openai_api_key = fields.Char(
+        string='OpenAI API Key',
+        config_parameter='fusion_accounts.openai_api_key',
+        help='Your OpenAI API key for bill data extraction.',
+    )
+    x_fa_ai_model = fields.Selection(
+        selection=[
+            ('gpt-4o-mini', 'GPT-4o Mini (Fast, Low Cost)'),
+            ('gpt-4o', 'GPT-4o (Best Quality)'),
+        ],
+        string='AI Model',
+        config_parameter='fusion_accounts.ai_model',
+        help='OpenAI model to use for extraction.',
+    )
+    x_fa_ai_max_pages = fields.Integer(
+        string='Max PDF Pages',
+        config_parameter='fusion_accounts.ai_max_pages',
+        help='Maximum number of PDF pages to send to AI for extraction.',
+    )
+
+    # =========================================================================
+    # MATCHING SETTINGS
+    # =========================================================================
+    x_fa_enable_domain_match = fields.Boolean(
+        string='Enable Domain Matching',
+        config_parameter='fusion_accounts.enable_domain_match',
+        help='Match vendors by email domain (Level 2 matching).',
+    )
+    x_fa_enable_name_match = fields.Boolean(
+        string='Enable Name Matching',
+        config_parameter='fusion_accounts.enable_name_match',
+        help='Match vendors by sender display name (Level 3 matching).',
+    )
+    x_fa_auto_block_po_vendors = fields.Boolean(
+        string='Auto-Block PO Vendors',
+        config_parameter='fusion_accounts.auto_block_po_vendors',
+        help='Automatically block email bill creation for vendors with active Purchase Orders.',
+    )
+
+    # =========================================================================
+    # GENERAL SETTINGS
+    # =========================================================================
+    x_fa_log_retention_days = fields.Integer(
+        string='Log Retention (Days)',
+        config_parameter='fusion_accounts.log_retention_days',
+        help='Number of days to keep activity logs. Set 0 to keep forever.',
+    )
+
+    def set_values(self):
+        ICP = self.env['ir.config_parameter'].sudo()
+        # Protect API key and customized settings from accidental blanking
+        _protected = {
+            'fusion_accounts.openai_api_key': ICP.get_param('fusion_accounts.openai_api_key', ''),
+            'fusion_accounts.ai_model': ICP.get_param('fusion_accounts.ai_model', ''),
+            'fusion_accounts.ai_max_pages': ICP.get_param('fusion_accounts.ai_max_pages', ''),
+        }
+        super().set_values()
+        for key, old_val in _protected.items():
+            new_val = ICP.get_param(key, '')
+            if not new_val and old_val:
+                ICP.set_param(key, old_val)
+                _logger.warning("Settings protection: restored %s", key)

fusion_accounts/fusion_accounts/models/res_partner.py

@@ -0,0 +1,47 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, _
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    x_fa_block_email_bill = fields.Boolean(
+        string='Block Email Bill Creation',
+        default=False,
+        help='When enabled, incoming emails from this vendor will NOT '
+             'automatically create vendor bills. Use this for vendors '
+             'whose bills should be created through Purchase Orders instead.',
+    )
+
+    def action_fa_block_vendors(self):
+        """Block selected vendors from email bill creation."""
+        self.write({'x_fa_block_email_bill': True})
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Vendors Blocked'),
+                'message': _('%d vendor(s) blocked from email bill creation.') % len(self),
+                'type': 'success',
+                'sticky': False,
+                'next': {'type': 'ir.actions.act_window_close'},
+            }
+        }
+
+    def action_fa_enable_vendors(self):
+        """Enable selected vendors for email bill creation."""
+        self.write({'x_fa_block_email_bill': False})
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Vendors Enabled'),
+                'message': _('%d vendor(s) enabled for email bill creation.') % len(self),
+                'type': 'success',
+                'sticky': False,
+                'next': {'type': 'ir.actions.act_window_close'},
+            }
+        }

fusion_accounts/fusion_accounts/security/ir.model.access.csv

@@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_fusion_accounts_log_user,fusion.accounts.log user,model_fusion_accounts_log,group_fusion_accounts_user,1,0,0,0
+access_fusion_accounts_log_manager,fusion.accounts.log manager,model_fusion_accounts_log,group_fusion_accounts_manager,1,1,1,1

fusion_accounts/fusion_accounts/security/security.xml

@@ -0,0 +1,25 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <!-- Privilege (replaces module_category in Odoo 19) -->
+    <record id="res_groups_privilege_fusion_accounts" model="res.groups.privilege">
+        <field name="name">Fusion Accounts</field>
+        <field name="sequence">50</field>
+    </record>
+
+    <!-- User Group -->
+    <record id="group_fusion_accounts_user" model="res.groups">
+        <field name="name">User</field>
+        <field name="sequence">10</field>
+        <field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
+        <field name="privilege_id" ref="res_groups_privilege_fusion_accounts"/>
+    </record>
+
+    <!-- Manager Group -->
+    <record id="group_fusion_accounts_manager" model="res.groups">
+        <field name="name">Administrator</field>
+        <field name="sequence">20</field>
+        <field name="privilege_id" ref="res_groups_privilege_fusion_accounts"/>
+        <field name="implied_ids" eval="[(4, ref('group_fusion_accounts_user'))]"/>
+        <field name="user_ids" eval="[(4, ref('base.user_root')), (4, ref('base.user_admin'))]"/>
+    </record>
+</odoo>

fusion_accounts/fusion_accounts/views/account_move_views.xml

@@ -0,0 +1,63 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <!-- ================================================================= -->
+    <!-- VENDOR BILL FORM: Email creation info -->
+    <!-- ================================================================= -->
+    <record id="view_move_form_fusion_accounts" model="ir.ui.view">
+        <field name="name">account.move.form.fusion.accounts</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_move_form"/>
+        <field name="priority">80</field>
+        <field name="arch" type="xml">
+            <!-- Add email creation badge -->
+            <xpath expr="//div[hasclass('oe_title')]" position="before">
+                <field name="x_fa_created_from_email" invisible="1"/>
+                <div class="float-end" invisible="not x_fa_created_from_email or move_type != 'in_invoice'">
+                    <span class="badge text-bg-info">
+                        <i class="fa fa-envelope me-1"/>Created from Email
+                    </span>
+                    <field name="x_fa_ai_extracted" invisible="1"/>
+                    <span class="badge text-bg-primary ms-1" invisible="not x_fa_ai_extracted">
+                        <i class="fa fa-magic me-1"/>AI Extracted
+                    </span>
+                </div>
+            </xpath>
+
+            <!-- Add email origin info in notebook -->
+            <xpath expr="//notebook" position="inside">
+                <field name="x_fa_created_from_email" invisible="1"/>
+                <page string="Email Origin" name="fa_email_origin"
+                      invisible="not x_fa_created_from_email or move_type != 'in_invoice'">
+                    <group>
+                        <group string="Email Details">
+                            <field name="x_fa_original_sender" readonly="1"/>
+                            <field name="x_fa_match_level" widget="badge" readonly="1"/>
+                        </group>
+                        <group string="Processing">
+                            <field name="x_fa_ai_extracted" readonly="1"/>
+                        </group>
+                    </group>
+                </page>
+            </xpath>
+        </field>
+    </record>
+
+    <!-- ================================================================= -->
+    <!-- VENDOR BILL SEARCH: Add email filter -->
+    <!-- ================================================================= -->
+    <record id="view_move_search_fusion_accounts" model="ir.ui.view">
+        <field name="name">account.move.search.fusion.accounts</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_account_invoice_filter"/>
+        <field name="priority">80</field>
+        <field name="arch" type="xml">
+            <xpath expr="//search" position="inside">
+                <separator/>
+                <filter string="From Email" name="from_email"
+                        domain="[('x_fa_created_from_email', '=', True)]"/>
+                <filter string="AI Extracted" name="ai_extracted"
+                        domain="[('x_fa_ai_extracted', '=', True)]"/>
+            </xpath>
+        </field>
+    </record>
+</odoo>

fusion_accounts/fusion_accounts/views/fusion_accounts_dashboard.xml

@@ -0,0 +1,92 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <!-- ================================================================= -->
+    <!-- DASHBOARD ACTION -->
+    <!-- ================================================================= -->
+    <record id="action_fusion_accounts_dashboard" model="ir.actions.act_window">
+        <field name="name">Dashboard</field>
+        <field name="res_model">fusion.accounts.log</field>
+        <field name="view_mode">kanban,list,form</field>
+        <field name="context">{'search_default_filter_date': 1, 'search_default_group_action': 1}</field>
+        <field name="search_view_id" ref="view_fusion_accounts_log_search"/>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Fusion Accounts Dashboard
+            </p>
+            <p>
+                Email processing activity will appear here.
+                Configure your email aliases and AI settings under Configuration.
+            </p>
+        </field>
+    </record>
+
+    <!-- ================================================================= -->
+    <!-- DASHBOARD KANBAN VIEW -->
+    <!-- ================================================================= -->
+    <record id="view_fusion_accounts_log_kanban" model="ir.ui.view">
+        <field name="name">fusion.accounts.log.kanban</field>
+        <field name="model">fusion.accounts.log</field>
+        <field name="arch" type="xml">
+            <kanban class="o_kanban_dashboard" create="0" edit="0"
+                    group_create="0" group_delete="0" group_edit="0"
+                    default_group_by="action_taken">
+                <field name="email_from"/>
+                <field name="email_subject"/>
+                <field name="vendor_id"/>
+                <field name="match_level"/>
+                <field name="action_taken"/>
+                <field name="bill_id"/>
+                <field name="ai_extracted"/>
+                <field name="create_date"/>
+                <field name="vendor_blocked"/>
+                <templates>
+                    <t t-name="card">
+                        <div class="d-flex flex-column">
+                            <strong class="fs-5 mb-1">
+                                <field name="email_subject"/>
+                            </strong>
+                            <div class="text-muted small mb-1">
+                                <i class="fa fa-envelope-o me-1"/>
+                                <field name="email_from"/>
+                            </div>
+                            <div class="d-flex align-items-center gap-2 mb-1">
+                                <field name="match_level" widget="badge"
+                                       decoration-info="match_level == 'exact_email'"
+                                       decoration-success="match_level == 'domain'"
+                                       decoration-warning="match_level == 'name'"
+                                       decoration-danger="match_level == 'no_match'"/>
+                                <span t-if="record.ai_extracted.raw_value" class="badge text-bg-primary">
+                                    <i class="fa fa-magic me-1"/>AI
+                                </span>
+                            </div>
+                            <div t-if="record.vendor_id.value" class="text-muted small">
+                                <i class="fa fa-building-o me-1"/>
+                                <field name="vendor_id"/>
+                            </div>
+                            <div t-if="record.bill_id.value" class="small mt-1">
+                                <i class="fa fa-file-text-o me-1"/>
+                                <field name="bill_id"/>
+                            </div>
+                            <div class="text-muted small mt-1">
+                                <field name="create_date" widget="datetime"/>
+                            </div>
+                            <!-- Block/Enable buttons -->
+                            <div t-if="record.vendor_id.value" class="mt-2 d-flex gap-1">
+                                <button t-if="!record.vendor_blocked.raw_value"
+                                        name="action_block_vendor" type="object"
+                                        class="btn btn-sm btn-outline-danger">
+                                    <i class="fa fa-ban me-1"/>Block Vendor
+                                </button>
+                                <button t-if="record.vendor_blocked.raw_value"
+                                        name="action_enable_vendor" type="object"
+                                        class="btn btn-sm btn-outline-success">
+                                    <i class="fa fa-check me-1"/>Enable Vendor
+                                </button>
+                            </div>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+</odoo>

fusion_accounts/fusion_accounts/views/fusion_accounts_log_views.xml

@@ -0,0 +1,130 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <!-- ================================================================= -->
+    <!-- ACTIVITY LOG - LIST VIEW -->
+    <!-- ================================================================= -->
+    <record id="view_fusion_accounts_log_list" model="ir.ui.view">
+        <field name="name">fusion.accounts.log.list</field>
+        <field name="model">fusion.accounts.log</field>
+        <field name="arch" type="xml">
+            <list string="Email Processing Log" create="0" edit="0"
+                  decoration-success="action_taken == 'bill_created'"
+                  decoration-warning="action_taken == 'blocked'"
+                  decoration-danger="action_taken == 'failed'"
+                  decoration-muted="action_taken == 'no_vendor'">
+                <header>
+                    <button name="action_block_vendor" type="object"
+                            string="Block Vendor" class="btn-secondary"
+                            icon="fa-ban"/>
+                    <button name="action_enable_vendor" type="object"
+                            string="Enable Vendor" class="btn-secondary"
+                            icon="fa-check"/>
+                </header>
+                <field name="create_date" string="Date"/>
+                <field name="email_from"/>
+                <field name="email_subject"/>
+                <field name="vendor_id"/>
+                <field name="match_level" widget="badge"
+                       decoration-info="match_level == 'exact_email'"
+                       decoration-success="match_level == 'domain'"
+                       decoration-warning="match_level == 'name'"
+                       decoration-danger="match_level == 'no_match'"/>
+                <field name="action_taken" widget="badge"
+                       decoration-success="action_taken == 'bill_created'"
+                       decoration-warning="action_taken == 'blocked'"
+                       decoration-danger="action_taken == 'failed'"/>
+                <field name="bill_id"/>
+                <field name="ai_extracted" widget="boolean"/>
+                <field name="vendor_blocked" string="Blocked" widget="boolean"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ================================================================= -->
+    <!-- ACTIVITY LOG - FORM VIEW -->
+    <!-- ================================================================= -->
+    <record id="view_fusion_accounts_log_form" model="ir.ui.view">
+        <field name="name">fusion.accounts.log.form</field>
+        <field name="model">fusion.accounts.log</field>
+        <field name="arch" type="xml">
+            <form string="Email Processing Log" create="0" edit="0">
+                <header>
+                    <button name="action_block_vendor" type="object"
+                            string="Block Vendor" class="btn-secondary"
+                            icon="fa-ban"
+                            invisible="not vendor_id or vendor_blocked"/>
+                    <button name="action_enable_vendor" type="object"
+                            string="Enable Vendor" class="btn-secondary"
+                            icon="fa-check"
+                            invisible="not vendor_id or not vendor_blocked"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field name="email_subject" readonly="1"/></h1>
+                    </div>
+                    <group>
+                        <group string="Email Details">
+                            <field name="email_from"/>
+                            <field name="email_date"/>
+                            <field name="create_date" string="Processed At"/>
+                        </group>
+                        <group string="Processing Result">
+                            <field name="vendor_id"/>
+                            <field name="vendor_blocked" string="Vendor Blocked"/>
+                            <field name="match_level" widget="badge"/>
+                            <field name="action_taken" widget="badge"/>
+                            <field name="bill_id"/>
+                            <field name="ai_extracted"/>
+                        </group>
+                    </group>
+                    <group string="AI Extraction Result" invisible="not ai_extracted">
+                        <field name="ai_result" widget="text" nolabel="1" colspan="2"/>
+                    </group>
+                    <group string="Notes" invisible="not notes">
+                        <field name="notes" nolabel="1" colspan="2"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- ================================================================= -->
+    <!-- ACTIVITY LOG - SEARCH VIEW -->
+    <!-- ================================================================= -->
+    <record id="view_fusion_accounts_log_search" model="ir.ui.view">
+        <field name="name">fusion.accounts.log.search</field>
+        <field name="model">fusion.accounts.log</field>
+        <field name="arch" type="xml">
+            <search string="Activity Log">
+                <field name="email_from"/>
+                <field name="email_subject"/>
+                <field name="vendor_id"/>
+                <separator/>
+                <!-- Action Filters -->
+                <filter string="Bills Created" name="bill_created" domain="[('action_taken', '=', 'bill_created')]"/>
+                <filter string="Blocked" name="blocked" domain="[('action_taken', '=', 'blocked')]"/>
+                <filter string="Failed" name="failed" domain="[('action_taken', '=', 'failed')]"/>
+                <separator/>
+                <filter string="AI Extracted" name="ai_extracted" domain="[('ai_extracted', '=', True)]"/>
+                <separator/>
+                <!-- Time Period Filter (Odoo date filter with period selector) -->
+                <filter string="Date" name="filter_date" date="create_date"/>
+                <separator/>
+                <!-- Match Level Filters -->
+                <filter string="Exact Email Match" name="exact" domain="[('match_level', '=', 'exact_email')]"/>
+                <filter string="Domain Match" name="domain_match" domain="[('match_level', '=', 'domain')]"/>
+                <filter string="Name Match" name="name_match" domain="[('match_level', '=', 'name')]"/>
+                <filter string="No Match" name="no_match" domain="[('match_level', '=', 'no_match')]"/>
+                <group>
+                    <filter string="Action" name="group_action" context="{'group_by': 'action_taken'}"/>
+                    <filter string="Match Level" name="group_match" context="{'group_by': 'match_level'}"/>
+                    <filter string="Vendor" name="group_vendor" context="{'group_by': 'vendor_id'}"/>
+                    <filter string="Day" name="group_day" context="{'group_by': 'create_date:day'}"/>
+                    <filter string="Week" name="group_week" context="{'group_by': 'create_date:week'}"/>
+                    <filter string="Month" name="group_month" context="{'group_by': 'create_date:month'}"/>
+                    <filter string="Year" name="group_year" context="{'group_by': 'create_date:year'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+</odoo>

fusion_accounts/fusion_accounts/views/fusion_accounts_menus.xml

@@ -0,0 +1,190 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <!-- ================================================================= -->
+    <!-- WINDOW ACTIONS (must be before menus) -->
+    <!-- ================================================================= -->
+
+    <!-- Bills from Email -->
+    <record id="action_bills_from_email" model="ir.actions.act_window">
+        <field name="name">Bills from Email</field>
+        <field name="res_model">account.move</field>
+        <field name="view_mode">list,form</field>
+        <field name="domain">[('move_type', '=', 'in_invoice'), ('x_fa_created_from_email', '=', True)]</field>
+        <field name="context">{'default_move_type': 'in_invoice'}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No bills from email yet
+            </p>
+            <p>
+                Bills will appear here when incoming emails create vendor bills automatically.
+            </p>
+        </field>
+    </record>
+
+    <!-- All Vendor Bills -->
+    <record id="action_all_vendor_bills" model="ir.actions.act_window">
+        <field name="name">All Vendor Bills</field>
+        <field name="res_model">account.move</field>
+        <field name="view_mode">list,form</field>
+        <field name="domain">[('move_type', '=', 'in_invoice')]</field>
+        <field name="context">{'default_move_type': 'in_invoice'}</field>
+    </record>
+
+    <!-- Blocked Vendors -->
+    <record id="action_blocked_vendors" model="ir.actions.act_window">
+        <field name="name">Blocked Vendors</field>
+        <field name="res_model">res.partner</field>
+        <field name="view_mode">list,form</field>
+        <field name="view_id" ref="view_partner_list_fusion_accounts"/>
+        <field name="domain">[('x_fa_block_email_bill', '=', True)]</field>
+        <field name="context">{'default_x_fa_block_email_bill': True}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No blocked vendors
+            </p>
+            <p>
+                Vendors blocked from automatic email bill creation will appear here.
+                Block vendors whose bills should be created through Purchase Orders instead.
+            </p>
+        </field>
+    </record>
+
+    <!-- Vendors with Active POs -->
+    <record id="action_vendors_with_po" model="ir.actions.act_window">
+        <field name="name">Vendors with Active POs</field>
+        <field name="res_model">res.partner</field>
+        <field name="view_mode">list,form</field>
+        <field name="view_id" ref="view_partner_list_fusion_accounts"/>
+        <field name="domain">[('purchase_line_ids', '!=', False), ('supplier_rank', '>', 0)]</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No vendors with purchase orders
+            </p>
+            <p>
+                Vendors with Purchase Orders appear here.
+                Consider blocking these vendors from automatic email bill creation.
+            </p>
+        </field>
+    </record>
+
+    <!-- All Vendors -->
+    <record id="action_all_vendors" model="ir.actions.act_window">
+        <field name="name">All Vendors</field>
+        <field name="res_model">res.partner</field>
+        <field name="view_mode">list,form</field>
+        <field name="view_id" ref="view_partner_list_fusion_accounts"/>
+        <field name="domain">[('supplier_rank', '>', 0)]</field>
+    </record>
+
+    <!-- Activity Log -->
+    <record id="action_fusion_accounts_log" model="ir.actions.act_window">
+        <field name="name">Activity Log</field>
+        <field name="res_model">fusion.accounts.log</field>
+        <field name="view_mode">list,form</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No activity logged yet
+            </p>
+            <p>
+                Email processing activity will be logged here automatically.
+            </p>
+        </field>
+    </record>
+
+    <!-- Settings -->
+    <record id="action_fusion_accounts_settings" model="ir.actions.act_window">
+        <field name="name">Fusion Accounts Settings</field>
+        <field name="res_model">res.config.settings</field>
+        <field name="view_mode">form</field>
+        <field name="target">current</field>
+        <field name="context">{'module': 'fusion_accounts'}</field>
+    </record>
+
+    <!-- ================================================================= -->
+    <!-- TOP-LEVEL APP MENU -->
+    <!-- ================================================================= -->
+    <menuitem id="menu_fusion_accounts_root"
+              name="Fusion Accounts"
+              web_icon="fusion_accounts,static/description/icon.png"
+              sequence="35"
+              groups="group_fusion_accounts_user"/>
+
+    <!-- ================================================================= -->
+    <!-- DASHBOARD -->
+    <!-- ================================================================= -->
+    <menuitem id="menu_fusion_accounts_dashboard"
+              name="Dashboard"
+              parent="menu_fusion_accounts_root"
+              action="action_fusion_accounts_dashboard"
+              sequence="10"/>
+
+    <!-- ================================================================= -->
+    <!-- BILLS -->
+    <!-- ================================================================= -->
+    <menuitem id="menu_fusion_accounts_bills"
+              name="Bills"
+              parent="menu_fusion_accounts_root"
+              sequence="20"/>
+
+    <menuitem id="menu_fusion_accounts_bills_email"
+              name="Bills from Email"
+              parent="menu_fusion_accounts_bills"
+              action="action_bills_from_email"
+              sequence="10"/>
+
+    <menuitem id="menu_fusion_accounts_bills_all"
+              name="All Vendor Bills"
+              parent="menu_fusion_accounts_bills"
+              action="action_all_vendor_bills"
+              sequence="20"/>
+
+    <!-- ================================================================= -->
+    <!-- VENDORS -->
+    <!-- ================================================================= -->
+    <menuitem id="menu_fusion_accounts_vendors"
+              name="Vendors"
+              parent="menu_fusion_accounts_root"
+              sequence="30"/>
+
+    <menuitem id="menu_fusion_accounts_vendors_blocked"
+              name="Blocked Vendors"
+              parent="menu_fusion_accounts_vendors"
+              action="action_blocked_vendors"
+              sequence="10"/>
+
+    <menuitem id="menu_fusion_accounts_vendors_with_po"
+              name="Vendors with Active POs"
+              parent="menu_fusion_accounts_vendors"
+              action="action_vendors_with_po"
+              sequence="15"/>
+
+    <menuitem id="menu_fusion_accounts_vendors_all"
+              name="All Vendors"
+              parent="menu_fusion_accounts_vendors"
+              action="action_all_vendors"
+              sequence="20"/>
+
+    <!-- ================================================================= -->
+    <!-- ACTIVITY LOG -->
+    <!-- ================================================================= -->
+    <menuitem id="menu_fusion_accounts_logs"
+              name="Activity Log"
+              parent="menu_fusion_accounts_root"
+              action="action_fusion_accounts_log"
+              sequence="40"/>
+
+    <!-- ================================================================= -->
+    <!-- CONFIGURATION -->
+    <!-- ================================================================= -->
+    <menuitem id="menu_fusion_accounts_config"
+              name="Configuration"
+              parent="menu_fusion_accounts_root"
+              sequence="90"
+              groups="group_fusion_accounts_manager"/>
+
+    <menuitem id="menu_fusion_accounts_settings"
+              name="Settings"
+              parent="menu_fusion_accounts_config"
+              action="action_fusion_accounts_settings"
+              sequence="10"/>
+</odoo>

fusion_accounts/fusion_accounts/views/res_config_settings_views.xml

@@ -0,0 +1,73 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <!-- ================================================================= -->
+    <!-- SETTINGS PAGE -->
+    <!-- ================================================================= -->
+    <record id="view_res_config_settings_fusion_accounts" model="ir.ui.view">
+        <field name="name">res.config.settings.fusion.accounts</field>
+        <field name="model">res.config.settings</field>
+        <field name="inherit_id" ref="base.res_config_settings_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//form" position="inside">
+                <app data-string="Fusion Accounts" string="Fusion Accounts"
+                     name="fusion_accounts"
+                     groups="fusion_accounts.group_fusion_accounts_manager">
+
+                    <!-- AI SETTINGS -->
+                    <block title="AI Data Extraction" name="fa_ai_settings">
+                        <setting id="fa_ai_enabled" string="Enable AI Extraction"
+                                 help="Use OpenAI to automatically extract bill data from emails and PDF attachments.">
+                            <field name="x_fa_ai_enabled"/>
+                        </setting>
+                        <setting id="fa_openai_key" string="OpenAI API Key"
+                                 help="Your OpenAI API key for bill data extraction."
+                                 invisible="not x_fa_ai_enabled">
+                            <field name="x_fa_openai_api_key" password="True"/>
+                        </setting>
+                        <setting id="fa_ai_model" string="AI Model"
+                                 help="Select the OpenAI model. GPT-4o Mini is faster and cheaper, GPT-4o is more accurate."
+                                 invisible="not x_fa_ai_enabled">
+                            <field name="x_fa_ai_model"/>
+                        </setting>
+                        <setting id="fa_ai_max_pages" string="Max PDF Pages"
+                                 help="Maximum number of PDF pages to send to AI for extraction. More pages = higher cost."
+                                 invisible="not x_fa_ai_enabled">
+                            <field name="x_fa_ai_max_pages"/>
+                        </setting>
+                    </block>
+
+                    <!-- VENDOR MATCHING SETTINGS -->
+                    <block title="Vendor Matching" name="fa_matching_settings">
+                        <setting id="fa_domain_match" string="Domain Matching (Level 2)"
+                                 help="Match vendors by email domain when exact email is not found.">
+                            <field name="x_fa_enable_domain_match"/>
+                        </setting>
+                        <setting id="fa_name_match" string="Name Matching (Level 3)"
+                                 help="Match vendors by sender display name when email and domain don't match.">
+                            <field name="x_fa_enable_name_match"/>
+                        </setting>
+                        <setting id="fa_auto_block" string="Auto-Block PO Vendors"
+                                 help="Automatically block email bill creation for vendors that have active Purchase Orders.">
+                            <field name="x_fa_auto_block_po_vendors"/>
+                        </setting>
+                    </block>
+
+                    <!-- GENERAL SETTINGS -->
+                    <block title="General" name="fa_general_settings">
+                        <setting id="fa_log_retention" string="Log Retention"
+                                 help="Number of days to keep activity logs. Set to 0 to keep forever.">
+                            <div class="content-group">
+                                <div class="row mt8">
+                                    <label for="x_fa_log_retention_days" string="Keep logs for" class="col-3"/>
+                                    <field name="x_fa_log_retention_days" class="col-1"/>
+                                    <span class="col-2"> days</span>
+                                </div>
+                            </div>
+                        </setting>
+                    </block>
+
+                </app>
+            </xpath>
+        </field>
+    </record>
+</odoo>

fusion_accounts/fusion_accounts/views/res_partner_views.xml

@@ -0,0 +1,59 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <!-- ================================================================= -->
+    <!-- VENDOR FORM: Add Block Email Bill checkbox -->
+    <!-- ================================================================= -->
+    <record id="view_partner_form_fusion_accounts" model="ir.ui.view">
+        <field name="name">res.partner.form.fusion.accounts</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form"/>
+        <field name="priority">50</field>
+        <field name="arch" type="xml">
+            <xpath expr="//page[@name='internal_notes']" position="before">
+                <page string="Fusion Accounts" name="fusion_accounts">
+                    <group>
+                        <group string="Email Bill Settings">
+                            <field name="x_fa_block_email_bill" widget="boolean_toggle"/>
+                            <div class="alert alert-info" role="alert" colspan="2"
+                                 invisible="not x_fa_block_email_bill">
+                                <i class="fa fa-info-circle"/>
+                                Emails from this vendor will <strong>not</strong> create vendor bills automatically.
+                                Bills for this vendor should be created through Purchase Orders.
+                            </div>
+                        </group>
+                    </group>
+                </page>
+            </xpath>
+        </field>
+    </record>
+
+    <!-- ================================================================= -->
+    <!-- FUSION ACCOUNTS: Custom Vendor List View (clean actions) -->
+    <!-- ================================================================= -->
+    <record id="view_partner_list_fusion_accounts" model="ir.ui.view">
+        <field name="name">res.partner.list.fusion.accounts</field>
+        <field name="model">res.partner</field>
+        <field name="priority">99</field>
+        <field name="arch" type="xml">
+            <list string="Vendors" multi_edit="1">
+                <header>
+                    <button name="action_fa_block_vendors" type="object"
+                            string="Block Email Bills" class="btn-secondary"
+                            icon="fa-ban"/>
+                    <button name="action_fa_enable_vendors" type="object"
+                            string="Enable Email Bills" class="btn-secondary"
+                            icon="fa-check"/>
+                </header>
+                <field name="name"/>
+                <field name="email"/>
+                <field name="phone"/>
+                <field name="x_fa_block_email_bill" string="Blocked" widget="boolean_toggle"/>
+                <field name="supplier_rank" column_invisible="True"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ================================================================= -->
+    <!-- Add block/enable methods to res.partner -->
+    <!-- ================================================================= -->
+</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/README.md

@@ -0,0 +1,721 @@
+# Fusion Authorizer & Sales Portal
+
+**Version:** 19.0.1.0.0  
+**License:** LGPL-3  
+**Category:** Sales/Portal  
+**Author:** Fusion Claims
+
+## Table of Contents
+
+1. [Overview](#overview)
+2. [Features](#features)
+3. [Installation](#installation)
+4. [Configuration](#configuration)
+5. [Models](#models)
+6. [Controllers & Routes](#controllers--routes)
+7. [Security](#security)
+8. [Frontend Assets](#frontend-assets)
+9. [Email Templates](#email-templates)
+10. [User Guide](#user-guide)
+11. [API Reference](#api-reference)
+12. [Troubleshooting](#troubleshooting)
+13. [Changelog](#changelog)
+
+---
+
+## Overview
+
+The **Fusion Authorizer & Sales Portal** module extends Odoo's portal functionality to provide external access for two key user types:
+
+- **Authorizers (Occupational Therapists/OTs):** Healthcare professionals who authorize ADP (Assistive Devices Program) claims
+- **Sales Representatives:** Field sales staff who conduct client assessments and manage orders
+
+This module integrates with the `fusion_claims` module to provide a seamless workflow for ADP claims management, from initial client assessment through to order completion.
+
+### Target Platform
+- **Odoo Enterprise v19**
+- Requires: `base`, `sale`, `portal`, `website`, `mail`, `fusion_claims`
+
+---
+
+## Features
+
+### Authorizer Portal
+- View all assigned ADP cases with full details (excluding internal costs)
+- Real-time search by client name, reference numbers, or claim number
+- Upload ADP application documents with revision tracking
+- Add comments/notes to cases
+- Download submitted ADP applications
+- Receive email notifications for new assignments and status changes
+
+### Sales Rep Portal
+- View sales cases linked to the logged-in user
+- Start and manage client assessments
+- Record detailed wheelchair specifications and measurements
+- Capture digital signatures for ADP pages 11 & 12
+- Track assessment progress through workflow states
+
+### Assessment System
+- Comprehensive client information collection
+- Wheelchair specifications (seat width, depth, height, cushion type, etc.)
+- Accessibility and mobility needs documentation
+- Touch-friendly digital signature capture
+- Automatic draft Sale Order creation upon completion
+- Document distribution to authorizers, sales reps, and internal records
+- Automated email notifications
+
+---
+
+## Installation
+
+### Prerequisites
+1. Odoo Enterprise v19 installed and running
+2. The `fusion_claims` module installed and configured
+3. Portal module enabled
+4. Website module enabled
+5. Mail module configured with outgoing email server
+
+### Installation Steps
+
+1. **Copy the module** to your Odoo addons directory:
+   ```bash
+   cp -r fusion_authorizer_portal /path/to/odoo/custom-addons/
+   ```
+
+2. **Update the apps list** in Odoo:
+   - Go to Apps menu
+   - Click "Update Apps List"
+   - Search for "Fusion Authorizer"
+
+3. **Install the module**:
+   - Click Install on "Fusion Authorizer & Sales Portal"
+   - Wait for installation to complete
+
+4. **Restart Odoo** (recommended):
+   ```bash
+   docker restart odoo-app  # For Docker installations
+   # OR
+   sudo systemctl restart odoo    # For systemd installations
+   ```
+
+---
+
+## Configuration
+
+### Granting Portal Access to Users
+
+1. Navigate to **Contacts** in Odoo backend
+2. Open the contact record for the authorizer or sales rep
+3. Go to the **Portal Access** tab
+4. Check the appropriate role:
+   - `Is Authorizer` - For Occupational Therapists
+   - `Is Sales Rep (Portal)` - For Sales Representatives
+5. Click the **Grant Portal Access** button
+6. An invitation email will be sent to the contact's email address
+
+### Setting Up Authorizers on Sales Orders
+
+1. Open a Sales Order
+2. In the order details, set the **Authorizer** field (`x_fc_authorizer_id`)
+3. The authorizer will receive an email notification about the assignment
+4. The case will appear in their portal dashboard
+
+---
+
+## Models
+
+### New Models
+
+#### `fusion.assessment`
+**Wheelchair Assessment Record**
+
+Captures comprehensive client assessment data including:
+
+| Field Group | Fields |
+|-------------|--------|
+| **Client Info** | `client_name`, `client_first_name`, `client_last_name`, `client_street`, `client_city`, `client_state`, `client_postal_code`, `client_country_id`, `client_phone`, `client_mobile`, `client_email`, `client_dob`, `client_health_card`, `client_reference_1`, `client_reference_2` |
+| **Participants** | `sales_rep_id` (res.users), `authorizer_id` (res.partner) |
+| **Assessment Details** | `assessment_date`, `assessment_location`, `assessment_location_notes` |
+| **Measurements** | `seat_width`, `seat_depth`, `seat_to_floor_height`, `back_height`, `armrest_height`, `footrest_length`, `overall_width`, `overall_length`, `overall_height`, `seat_angle`, `back_angle`, `client_weight`, `client_height` |
+| **Product Types** | `cushion_type`, `cushion_notes`, `backrest_type`, `backrest_notes`, `frame_type`, `frame_notes`, `wheel_type`, `wheel_notes` |
+| **Needs** | `mobility_notes`, `accessibility_notes`, `special_requirements`, `diagnosis` |
+| **Signatures** | `signature_page_11`, `signature_page_11_name`, `signature_page_11_date`, `signature_page_12`, `signature_page_12_name`, `signature_page_12_date` |
+| **Status** | `state` (draft, pending_signature, completed, cancelled) |
+| **References** | `reference` (auto-generated ASM-XXXXX), `sale_order_id`, `partner_id` |
+
+**Key Methods:**
+- `action_complete()` - Completes assessment, creates draft Sale Order, sends notifications
+- `_ensure_partner()` - Creates or links res.partner for the client
+- `_create_draft_sale_order()` - Generates Sale Order with specifications
+- `_generate_signed_documents()` - Creates document records for signatures
+- `_send_completion_notifications()` - Sends emails to authorizer and client
+
+---
+
+#### `fusion.adp.document`
+**ADP Document Management with Revision Tracking**
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `sale_order_id` | Many2one | Link to Sale Order |
+| `assessment_id` | Many2one | Link to Assessment |
+| `document_type` | Selection | full_application, page_11, page_12, pages_11_12, final_submission, other |
+| `file` | Binary | Document file content |
+| `filename` | Char | Original filename |
+| `file_size` | Integer | File size in bytes |
+| `mimetype` | Char | MIME type |
+| `revision` | Integer | Revision number (auto-incremented) |
+| `revision_note` | Text | Notes about this revision |
+| `is_current` | Boolean | Whether this is the current version |
+| `uploaded_by` | Many2one | User who uploaded |
+| `upload_date` | Datetime | Upload timestamp |
+| `source` | Selection | portal, internal, assessment |
+
+**Key Methods:**
+- `action_download()` - Download the document
+- `get_documents_for_order()` - Get all documents for a sale order
+- `get_revision_history()` - Get all revisions of a document type
+
+---
+
+#### `fusion.authorizer.comment`
+**Portal Comments System**
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `sale_order_id` | Many2one | Link to Sale Order |
+| `assessment_id` | Many2one | Link to Assessment |
+| `author_id` | Many2one | res.partner who authored |
+| `author_user_id` | Many2one | res.users who authored |
+| `comment` | Text | Comment content |
+| `comment_type` | Selection | general, question, update, approval |
+| `is_internal` | Boolean | Internal-only comment |
+
+---
+
+### Extended Models
+
+#### `res.partner` (Extended)
+
+| New Field | Type | Description |
+|-----------|------|-------------|
+| `is_authorizer` | Boolean | Partner is an Authorizer/OT |
+| `is_sales_rep_portal` | Boolean | Partner is a Sales Rep with portal access |
+| `authorizer_portal_user_id` | Many2one | Linked portal user account |
+| `assigned_case_count` | Integer | Computed count of assigned cases |
+| `assessment_count` | Integer | Computed count of assessments |
+
+**New Methods:**
+- `action_grant_portal_access()` - Creates portal user and sends invitation
+- `action_view_assigned_cases()` - Opens list of assigned Sale Orders
+- `action_view_assessments()` - Opens list of assessments
+
+---
+
+#### `sale.order` (Extended)
+
+| New Field | Type | Description |
+|-----------|------|-------------|
+| `portal_comment_ids` | One2many | Comments from portal users |
+| `portal_comment_count` | Integer | Computed comment count |
+| `portal_document_ids` | One2many | Documents uploaded via portal |
+| `portal_document_count` | Integer | Computed document count |
+| `assessment_id` | Many2one | Source assessment that created this order |
+| `portal_authorizer_id` | Many2one | Authorizer reference (computed from x_fc_authorizer_id) |
+
+**New Methods:**
+- `_send_authorizer_assignment_notification()` - Email on authorizer assignment
+- `_send_status_change_notification()` - Email on status change
+- `get_portal_display_data()` - Safe data for portal display (excludes costs)
+- `get_authorizer_portal_cases()` - Search cases for authorizer portal
+- `get_sales_rep_portal_cases()` - Search cases for sales rep portal
+
+---
+
+## Controllers & Routes
+
+### Authorizer Portal Routes
+
+| Route | Method | Auth | Description |
+|-------|--------|------|-------------|
+| `/my/authorizer` | GET | user | Authorizer dashboard |
+| `/my/authorizer/cases` | GET | user | List of assigned cases |
+| `/my/authorizer/cases/search` | POST | user | AJAX search (jsonrpc) |
+| `/my/authorizer/case/<id>` | GET | user | Case detail view |
+| `/my/authorizer/case/<id>/comment` | POST | user | Add comment to case |
+| `/my/authorizer/case/<id>/upload` | POST | user | Upload document |
+| `/my/authorizer/document/<id>/download` | GET | user | Download document |
+
+### Sales Rep Portal Routes
+
+| Route | Method | Auth | Description |
+|-------|--------|------|-------------|
+| `/my/sales` | GET | user | Sales rep dashboard |
+| `/my/sales/cases` | GET | user | List of sales cases |
+| `/my/sales/cases/search` | POST | user | AJAX search (jsonrpc) |
+| `/my/sales/case/<id>` | GET | user | Case detail view |
+
+### Assessment Routes
+
+| Route | Method | Auth | Description |
+|-------|--------|------|-------------|
+| `/my/assessments` | GET | user | List of assessments |
+| `/my/assessment/new` | GET | user | New assessment form |
+| `/my/assessment/<id>` | GET | user | View/edit assessment |
+| `/my/assessment/save` | POST | user | Save assessment data |
+| `/my/assessment/<id>/signatures` | GET | user | Signature capture page |
+| `/my/assessment/<id>/save_signature` | POST | user | Save signature (jsonrpc) |
+| `/my/assessment/<id>/complete` | POST | user | Complete assessment |
+
+---
+
+## Security
+
+### Security Groups
+
+| Group | XML ID | Description |
+|-------|--------|-------------|
+| Authorizer Portal | `group_authorizer_portal` | Access to authorizer portal features |
+| Sales Rep Portal | `group_sales_rep_portal` | Access to sales rep portal features |
+
+### Record Rules
+
+| Model | Rule | Description |
+|-------|------|-------------|
+| `fusion.authorizer.comment` | Portal Read | Users can read non-internal comments on their cases |
+| `fusion.authorizer.comment` | Portal Create | Users can create comments on their cases |
+| `fusion.adp.document` | Portal Read | Users can read documents on their cases |
+| `fusion.adp.document` | Portal Create | Users can upload documents to their cases |
+| `fusion.assessment` | Portal Access | Users can access assessments they're linked to |
+| `sale.order` | Portal Authorizer | Authorizers can view their assigned orders |
+
+### Access Rights (ir.model.access.csv)
+
+| Model | Group | Read | Write | Create | Unlink |
+|-------|-------|------|-------|--------|--------|
+| `fusion.authorizer.comment` | base.group_user | 1 | 1 | 1 | 1 |
+| `fusion.authorizer.comment` | base.group_portal | 1 | 0 | 1 | 0 |
+| `fusion.adp.document` | base.group_user | 1 | 1 | 1 | 1 |
+| `fusion.adp.document` | base.group_portal | 1 | 0 | 1 | 0 |
+| `fusion.assessment` | base.group_user | 1 | 1 | 1 | 1 |
+| `fusion.assessment` | base.group_portal | 1 | 1 | 1 | 0 |
+
+---
+
+## Frontend Assets
+
+### CSS (`static/src/css/portal_style.css`)
+
+Custom portal styling with a dark blue and green color scheme:
+
+- **Primary Color:** Dark blue (#1e3a5f)
+- **Secondary Color:** Medium blue (#2c5282)
+- **Accent Color:** Green (#38a169)
+- **Background:** Light gray (#f7fafc)
+
+Styled components:
+- Portal cards with shadow effects
+- Status badges with color coding
+- Custom buttons with hover effects
+- Responsive tables
+- Form inputs with focus states
+
+### JavaScript
+
+#### `portal_search.js`
+Real-time search functionality:
+- Debounced input handling (300ms delay)
+- AJAX calls to search endpoints
+- Dynamic table updates
+- Search result highlighting
+
+#### `assessment_form.js`
+Assessment form enhancements:
+- Unsaved changes warning
+- Auto-fill client name from first/last name
+- Number input validation
+- Form state tracking
+
+#### `signature_pad.js`
+Digital signature capture:
+- HTML5 Canvas-based drawing
+- Touch and mouse event support
+- Clear signature functionality
+- Export to base64 PNG
+- AJAX save to server
+
+---
+
+## Email Templates
+
+### Case Assignment (`mail_template_case_assigned`)
+**Trigger:** Authorizer assigned to a Sale Order  
+**Recipient:** Authorizer email  
+**Content:** Case details, client information, link to portal
+
+### Status Change (`mail_template_status_changed`)
+**Trigger:** Sale Order state changes  
+**Recipient:** Assigned authorizer  
+**Content:** Previous and new status, case details
+
+### Assessment Complete - Authorizer (`mail_template_assessment_complete_authorizer`)
+**Trigger:** Assessment completed  
+**Recipient:** Assigned authorizer  
+**Content:** Assessment details, measurements, signed documents
+
+### Assessment Complete - Client (`mail_template_assessment_complete_client`)
+**Trigger:** Assessment completed  
+**Recipient:** Client email  
+**Content:** Confirmation, next steps, measurements summary
+
+### Document Uploaded (`mail_template_document_uploaded`)
+**Trigger:** Document uploaded via portal  
+**Recipient:** Internal team  
+**Content:** Document details, revision info, download link
+
+---
+
+## User Guide
+
+### For Administrators
+
+#### Granting Portal Access
+
+1. Go to **Contacts** > Select the contact
+2. Navigate to the **Portal Access** tab
+3. Enable the appropriate role:
+   - Check `Is Authorizer` for OTs/Therapists
+   - Check `Is Sales Rep (Portal)` for Sales Reps
+4. Click **Grant Portal Access**
+5. The user receives an email with login instructions
+
+#### Assigning Cases to Authorizers
+
+1. Open a **Sale Order**
+2. Set the **Authorizer** field to the appropriate contact
+3. Save the order
+4. The authorizer receives a notification email
+5. The case appears in their portal dashboard
+
+---
+
+### For Authorizers
+
+#### Accessing the Portal
+
+1. Visit `https://your-domain.com/my`
+2. Log in with your portal credentials
+3. Click **Authorizer Portal** in the menu
+
+#### Viewing Cases
+
+1. From the dashboard, view recent cases and statistics
+2. Click **View All Cases** or **My Cases** for the full list
+3. Use the search bar to find specific cases by:
+   - Client name
+   - Client reference 1 or 2
+   - Claim number
+
+#### Adding Comments
+
+1. Open a case detail view
+2. Scroll to the Comments section
+3. Enter your comment
+4. Select comment type (General, Question, Update, Approval)
+5. Click **Add Comment**
+
+#### Uploading Documents
+
+1. Open a case detail view
+2. Go to the Documents section
+3. Click **Upload Document**
+4. Select document type (Full Application, Page 11, Page 12, etc.)
+5. Choose the file and add revision notes
+6. Click **Upload**
+
+---
+
+### For Sales Representatives
+
+#### Starting a New Assessment
+
+1. Log in to the portal
+2. Click **New Assessment**
+3. Fill in client information:
+   - Name, address, contact details
+   - Client references
+4. Record wheelchair specifications:
+   - Measurements (seat width, depth, height)
+   - Product types (cushion, backrest, frame, wheels)
+5. Document accessibility and mobility needs
+6. Click **Save & Continue**
+
+#### Capturing Signatures
+
+1. After saving assessment data, click **Proceed to Signatures**
+2. **Page 11 (Authorizer):**
+   - Have the OT sign on the canvas
+   - Enter their printed name
+   - Click **Save Signature**
+3. **Page 12 (Client):**
+   - Have the client sign on the canvas
+   - Enter their printed name
+   - Click **Save Signature**
+
+#### Completing the Assessment
+
+1. Once both signatures are captured, click **Complete Assessment**
+2. The system will:
+   - Create a new customer record (if needed)
+   - Generate a draft Sale Order
+   - Attach signed documents
+   - Send notification emails
+3. The assessment moves to "Completed" status
+
+---
+
+## API Reference
+
+### Assessment Model Methods
+
+```python
+# Complete an assessment and create Sale Order
+assessment.action_complete()
+
+# Get formatted specifications for order notes
+specs = assessment._format_specifications_for_order()
+
+# Ensure partner exists or create new
+partner = assessment._ensure_partner()
+```
+
+### Sale Order Portal Methods
+
+```python
+# Get safe data for portal display (no costs)
+data = order.get_portal_display_data()
+
+# Search cases for authorizer
+cases = SaleOrder.get_authorizer_portal_cases(
+    partner_id=123,
+    search_query='Smith',
+    limit=50,
+    offset=0
+)
+
+# Search cases for sales rep
+cases = SaleOrder.get_sales_rep_portal_cases(
+    user_id=456,
+    search_query='wheelchair',
+    limit=50,
+    offset=0
+)
+```
+
+### Partner Methods
+
+```python
+# Grant portal access programmatically
+partner.action_grant_portal_access()
+
+# Check if partner is an authorizer
+if partner.is_authorizer:
+    cases = partner.assigned_case_count
+```
+
+### Document Methods
+
+```python
+# Get all documents for an order
+docs = ADPDocument.get_documents_for_order(sale_order_id)
+
+# Get revision history
+history = document.get_revision_history()
+```
+
+---
+
+## Troubleshooting
+
+### Common Errors
+
+#### Error: `Invalid field 'in_portal' in 'portal.wizard.user'`
+
+**Cause:** Odoo 19 changed the portal wizard API, removing the `in_portal` field.
+
+**Solution:** The `action_grant_portal_access` method has been updated to:
+1. First attempt using the standard portal wizard
+2. If that fails, fall back to direct user creation with portal group assignment
+
+```python
+# The fallback code creates the user directly:
+portal_group = self.env.ref('base.group_portal')
+portal_user = self.env['res.users'].sudo().create({
+    'name': self.name,
+    'login': self.email,
+    'email': self.email,
+    'partner_id': self.id,
+    'groups_id': [(6, 0, [portal_group.id])],
+})
+```
+
+---
+
+#### Error: `Invalid view type: 'tree'`
+
+**Cause:** Odoo 19 renamed `<tree>` views to `<list>`.
+
+**Solution:** Replace all `<tree>` tags with `<list>` in XML view definitions:
+```xml
+<!-- Old (Odoo 18 and earlier) -->
+<tree>...</tree>
+
+<!-- New (Odoo 19) -->
+<list>...</list>
+```
+
+---
+
+#### Error: `Invalid field 'category_id' in 'res.groups'`
+
+**Cause:** Odoo 19 no longer supports `category_id` in `res.groups` XML definitions.
+
+**Solution:** Remove the `<field name="category_id">` element from security group definitions:
+```xml
+<!-- Remove this line -->
+<field name="category_id" ref="base.module_category_sales"/>
+```
+
+---
+
+#### Error: `DeprecationWarning: @route(type='json') is deprecated`
+
+**Cause:** Odoo 19 uses `type='jsonrpc'` instead of `type='json'`.
+
+**Solution:** Update route decorators:
+```python
+# Old
+@http.route('/my/endpoint', type='json', auth='user')
+
+# New
+@http.route('/my/endpoint', type='jsonrpc', auth='user')
+```
+
+---
+
+### Portal Access Issues
+
+#### User can't see cases in portal
+
+1. Verify the partner has `is_authorizer` or `is_sales_rep_portal` checked
+2. Verify the `authorizer_portal_user_id` is set
+3. For authorizers, verify the Sale Order has `x_fc_authorizer_id` set to their partner ID
+4. For sales reps, verify the Sale Order has `user_id` set to their user ID
+
+#### Email notifications not sending
+
+1. Check that the outgoing mail server is configured in Odoo
+2. Verify the email templates exist and are active
+3. Check the mail queue (Settings > Technical > Email > Emails)
+4. Review the Odoo logs for mail errors
+
+---
+
+### Debug Logging
+
+Enable debug logging for this module:
+
+```python
+import logging
+_logger = logging.getLogger('fusion_authorizer_portal')
+_logger.setLevel(logging.DEBUG)
+```
+
+Or in Odoo configuration:
+```ini
+[options]
+log_handler = fusion_authorizer_portal:DEBUG
+```
+
+---
+
+## Changelog
+
+### Version 19.0.1.0.0 (Initial Release)
+
+**New Features:**
+- Authorizer Portal with case management
+- Sales Rep Portal with assessment forms
+- Wheelchair Assessment model with 50+ fields
+- Digital signature capture (Pages 11 & 12)
+- Document management with revision tracking
+- Real-time search functionality
+- Email notifications for key events
+- Portal access management from partner form
+
+**Technical:**
+- Compatible with Odoo Enterprise v19
+- Integrates with fusion_claims module
+- Mobile-responsive portal design
+- Touch-friendly signature pad
+- AJAX-powered search
+
+**Bug Fixes:**
+- Fixed `in_portal` field error in Odoo 19 portal wizard
+- Fixed `tree` to `list` view type for Odoo 19
+- Fixed `category_id` error in security groups
+- Fixed `type='json'` deprecation warning
+
+---
+
+## File Structure
+
+```
+fusion_authorizer_portal/
+├── __init__.py
+├── __manifest__.py
+├── README.md
+├── controllers/
+│   ├── __init__.py
+│   ├── portal_main.py          # Authorizer & Sales Rep portal routes
+│   └── portal_assessment.py    # Assessment routes
+├── data/
+│   ├── mail_template_data.xml  # Email templates & sequences
+│   └── portal_menu_data.xml    # Portal menu items
+├── models/
+│   ├── __init__.py
+│   ├── adp_document.py         # Document management model
+│   ├── assessment.py           # Assessment model
+│   ├── authorizer_comment.py   # Comments model
+│   ├── res_partner.py          # Partner extensions
+│   └── sale_order.py           # Sale Order extensions
+├── security/
+│   ├── ir.model.access.csv     # Access rights
+│   └── portal_security.xml     # Groups & record rules
+├── static/
+│   └── src/
+│       ├── css/
+│       │   └── portal_style.css    # Portal styling
+│       └── js/
+│           ├── assessment_form.js  # Form enhancements
+│           ├── portal_search.js    # Real-time search
+│           └── signature_pad.js    # Signature capture
+└── views/
+    ├── assessment_views.xml    # Assessment backend views
+    ├── portal_templates.xml    # Portal QWeb templates
+    ├── res_partner_views.xml   # Partner form extensions
+    └── sale_order_views.xml    # Sale Order extensions
+```
+
+---
+
+## Support
+
+For support or feature requests, contact:
+
+- **Email:** support@fusionclaims.com
+- **Website:** https://fusionclaims.com
+
+---
+
+*Last Updated: January 2026*

fusion_authorizer_portal/fusion_authorizer_portal/__init__.py

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

fusion_authorizer_portal/fusion_authorizer_portal/__manifest__.py

@@ -0,0 +1,100 @@
+# -*- coding: utf-8 -*-
+{
+    'name': 'Fusion Authorizer & Sales Portal',
+    'version': '19.0.2.0.9',
+    'category': 'Sales/Portal',
+    'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms',
+    'description': """
+Fusion Authorizer & Sales Rep Portal
+=====================================
+
+This module provides external portal access for:
+
+**Authorizers (Occupational Therapists)**
+- View assigned ADP cases
+- Upload documents (ADP applications, signed pages)
+- Add comments to cases
+- Complete assessments with clients
+- Capture digital signatures for ADP pages 11 & 12
+
+**Sales Representatives**
+- View their sales cases
+- Start new client assessments
+- Record wheelchair specifications and measurements
+- Capture client signatures
+- Track assessment progress
+
+**Assessment System**
+- Client information collection
+- Wheelchair specifications (seat width, depth, height, etc.)
+- Accessibility and mobility needs documentation
+- Digital signature capture for ADP pages 11 & 12
+- Automatic draft Sale Order creation
+- Document distribution to all parties
+- Automated email notifications
+
+**Features**
+- Real-time client search
+- Document version tracking
+- Mobile-friendly signature capture
+- Email notifications for status changes
+- Secure portal access with role-based permissions
+    """,
+    'author': 'Fusion Claims',
+    'website': 'https://fusionclaims.com',
+    'license': 'LGPL-3',
+    'depends': [
+        'base',
+        'sale',
+        'portal',
+        'website',
+        'mail',
+        'calendar',
+        'knowledge',
+        'fusion_claims',
+    ],
+    'data': [
+        # Security
+        'security/portal_security.xml',
+        'security/ir.model.access.csv',
+        # Data
+        'data/mail_template_data.xml',
+        'data/portal_menu_data.xml',
+        'data/ir_actions_server_data.xml',
+        'data/welcome_articles.xml',
+        # Views
+        'views/res_partner_views.xml',
+        'views/sale_order_views.xml',
+        'views/assessment_views.xml',
+        'views/pdf_template_views.xml',
+        # Portal Templates
+        'views/portal_templates.xml',
+        'views/portal_assessment_express.xml',
+        'views/portal_pdf_editor.xml',
+        'views/portal_accessibility_templates.xml',
+        'views/portal_accessibility_forms.xml',
+        'views/portal_technician_templates.xml',
+        'views/portal_book_assessment.xml',
+    ],
+    'assets': {
+        'web.assets_backend': [
+            'fusion_authorizer_portal/static/src/xml/chatter_message_authorizer.xml',
+            'fusion_authorizer_portal/static/src/js/chatter_message_authorizer.js',
+        ],
+        'web.assets_frontend': [
+            'fusion_authorizer_portal/static/src/css/portal_style.css',
+            'fusion_authorizer_portal/static/src/css/technician_portal.css',
+            'fusion_authorizer_portal/static/src/js/portal_search.js',
+            'fusion_authorizer_portal/static/src/js/assessment_form.js',
+            'fusion_authorizer_portal/static/src/js/signature_pad.js',
+            'fusion_authorizer_portal/static/src/js/loaner_portal.js',
+            'fusion_authorizer_portal/static/src/js/pdf_field_editor.js',
+            'fusion_authorizer_portal/static/src/js/technician_push.js',
+            'fusion_authorizer_portal/static/src/js/technician_location.js',
+        ],
+    },
+    'images': ['static/description/icon.png'],
+    'installable': True,
+    'application': False,
+    'auto_install': False,
+}

fusion_authorizer_portal/fusion_authorizer_portal/controllers/__init__.py

@@ -0,0 +1,5 @@
+# -*- coding: utf-8 -*-
+
+from . import portal_main
+from . import portal_assessment
+from . import pdf_editor

fusion_authorizer_portal/fusion_authorizer_portal/controllers/pdf_editor.py

@@ -0,0 +1,218 @@
+# -*- coding: utf-8 -*-
+# Fusion PDF Field Editor Controller
+# Provides routes for the visual drag-and-drop field position editor
+
+import base64
+import json
+import logging
+
+from odoo import http
+from odoo.http import request
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionPdfEditorController(http.Controller):
+    """Controller for the PDF field position visual editor."""
+
+    # ================================================================
+    # Editor Page
+    # ================================================================
+
+    @http.route('/fusion/pdf-editor/<int:template_id>', type='http', auth='user', website=True)
+    def pdf_field_editor(self, template_id, **kw):
+        """Render the visual field editor for a PDF template."""
+        template = request.env['fusion.pdf.template'].browse(template_id)
+        if not template.exists():
+            return request.redirect('/web')
+
+        # Get preview image for page 1
+        preview_url = ''
+        preview = template.preview_ids.filtered(lambda p: p.page == 1)
+        if preview and preview[0].image:
+            preview_url = f'/web/image/fusion.pdf.template.preview/{preview[0].id}/image'
+
+        fields = template.field_ids.read([
+            'name', 'label', 'page', 'pos_x', 'pos_y', 'width', 'height',
+            'field_type', 'font_size', 'font_name', 'field_key', 'default_value', 'is_active',
+            'text_align',
+        ])
+
+        return request.render('fusion_authorizer_portal.portal_pdf_field_editor', {
+            'template': template,
+            'fields': fields,
+            'preview_url': preview_url,
+        })
+
+    # ================================================================
+    # JSONRPC: Get fields for template
+    # ================================================================
+
+    @http.route('/fusion/pdf-editor/fields', type='json', auth='user')
+    def get_fields(self, template_id, **kw):
+        """Return all fields for a template."""
+        template = request.env['fusion.pdf.template'].browse(template_id)
+        if not template.exists():
+            return []
+        return template.field_ids.read([
+            'name', 'label', 'page', 'pos_x', 'pos_y', 'width', 'height',
+            'field_type', 'font_size', 'font_name', 'field_key', 'default_value', 'is_active',
+            'text_align',
+        ])
+
+    # ================================================================
+    # JSONRPC: Update field position/properties
+    # ================================================================
+
+    @http.route('/fusion/pdf-editor/update-field', type='json', auth='user')
+    def update_field(self, field_id, values, **kw):
+        """Update a field's position or properties."""
+        field = request.env['fusion.pdf.template.field'].browse(field_id)
+        if not field.exists():
+            return {'error': 'Field not found'}
+
+        # Filter to allowed fields only
+        allowed = {
+            'name', 'label', 'page', 'pos_x', 'pos_y', 'width', 'height',
+            'field_type', 'font_size', 'font_name', 'field_key', 'default_value', 'is_active',
+            'text_align',
+        }
+        safe_values = {k: v for k, v in values.items() if k in allowed}
+        if safe_values:
+            field.write(safe_values)
+        return {'success': True}
+
+    # ================================================================
+    # JSONRPC: Create new field
+    # ================================================================
+
+    @http.route('/fusion/pdf-editor/create-field', type='json', auth='user')
+    def create_field(self, **kw):
+        """Create a new field on a template."""
+        template_id = kw.get('template_id')
+        if not template_id:
+            return {'error': 'Missing template_id'}
+
+        vals = {
+            'template_id': int(template_id),
+            'name': kw.get('name', 'new_field'),
+            'label': kw.get('label', 'New Field'),
+            'field_type': kw.get('field_type', 'text'),
+            'field_key': kw.get('field_key', kw.get('name', '')),
+            'page': int(kw.get('page', 1)),
+            'pos_x': float(kw.get('pos_x', 0.3)),
+            'pos_y': float(kw.get('pos_y', 0.3)),
+            'width': float(kw.get('width', 0.150)),
+            'height': float(kw.get('height', 0.015)),
+            'font_size': float(kw.get('font_size', 10)),
+        }
+
+        field = request.env['fusion.pdf.template.field'].create(vals)
+        return {'id': field.id, 'success': True}
+
+    # ================================================================
+    # JSONRPC: Delete field
+    # ================================================================
+
+    @http.route('/fusion/pdf-editor/delete-field', type='json', auth='user')
+    def delete_field(self, field_id, **kw):
+        """Delete a field from a template."""
+        field = request.env['fusion.pdf.template.field'].browse(field_id)
+        if field.exists():
+            field.unlink()
+        return {'success': True}
+
+    # ================================================================
+    # JSONRPC: Get page preview image URL
+    # ================================================================
+
+    @http.route('/fusion/pdf-editor/page-image', type='json', auth='user')
+    def get_page_image(self, template_id, page, **kw):
+        """Return the preview image URL for a specific page."""
+        template = request.env['fusion.pdf.template'].browse(template_id)
+        if not template.exists():
+            return {'image_url': ''}
+
+        preview = template.preview_ids.filtered(lambda p: p.page == page)
+        if preview and preview[0].image:
+            return {'image_url': f'/web/image/fusion.pdf.template.preview/{preview[0].id}/image'}
+        return {'image_url': ''}
+
+    # ================================================================
+    # Upload page preview image (from editor)
+    # ================================================================
+
+    @http.route('/fusion/pdf-editor/upload-preview', type='http', auth='user',
+                methods=['POST'], csrf=True, website=True)
+    def upload_preview_image(self, **kw):
+        """Upload a preview image for a template page directly from the editor."""
+        template_id = int(kw.get('template_id', 0))
+        page = int(kw.get('page', 1))
+        template = request.env['fusion.pdf.template'].browse(template_id)
+        if not template.exists():
+            return json.dumps({'error': 'Template not found'})
+
+        image_file = request.httprequest.files.get('preview_image')
+        if not image_file:
+            return json.dumps({'error': 'No image uploaded'})
+
+        image_data = base64.b64encode(image_file.read())
+
+        # Find or create preview for this page
+        preview = template.preview_ids.filtered(lambda p: p.page == page)
+        if preview:
+            preview[0].write({'image': image_data, 'image_filename': image_file.filename})
+        else:
+            request.env['fusion.pdf.template.preview'].create({
+                'template_id': template_id,
+                'page': page,
+                'image': image_data,
+                'image_filename': image_file.filename,
+            })
+
+        _logger.info("Uploaded preview image for template %s page %d", template.name, page)
+        return request.redirect(f'/fusion/pdf-editor/{template_id}')
+
+    # ================================================================
+    # Preview: Generate sample filled PDF
+    # ================================================================
+
+    @http.route('/fusion/pdf-editor/preview/<int:template_id>', type='http', auth='user')
+    def preview_pdf(self, template_id, **kw):
+        """Generate a preview filled PDF with sample data."""
+        template = request.env['fusion.pdf.template'].browse(template_id)
+        if not template.exists() or not template.pdf_file:
+            return request.redirect('/web')
+
+        # Build sample data for preview
+        sample_context = {
+            'client_last_name': 'Smith',
+            'client_first_name': 'John',
+            'client_middle_name': 'A',
+            'client_health_card': '1234-567-890',
+            'client_health_card_version': 'AB',
+            'client_street': '123 Main Street',
+            'client_unit': 'Unit 4B',
+            'client_city': 'Toronto',
+            'client_state': 'Ontario',
+            'client_postal_code': 'M5V 2T6',
+            'client_phone': '(416) 555-0123',
+            'client_email': 'john.smith@example.com',
+            'client_weight': '185',
+            'consent_applicant': True,
+            'consent_agent': False,
+            'consent_date': '2026-02-08',
+            'agent_last_name': '',
+            'agent_first_name': '',
+        }
+
+        try:
+            pdf_bytes = template.generate_filled_pdf(sample_context)
+            headers = [
+                ('Content-Type', 'application/pdf'),
+                ('Content-Disposition', f'inline; filename="preview_{template.name}.pdf"'),
+            ]
+            return request.make_response(pdf_bytes, headers=headers)
+        except Exception as e:
+            _logger.error("PDF preview generation failed: %s", e)
+            return request.redirect(f'/fusion/pdf-editor/{template_id}?error=preview_failed')

fusion_authorizer_portal/fusion_authorizer_portal/data/ir_actions_server_data.xml

@@ -0,0 +1,42 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ==================== BATCH SERVER ACTIONS FOR RES.PARTNER ==================== -->
+
+    <!-- Mark as Authorizer - Batch Action (Gear Menu) -->
+    <record id="action_mark_as_authorizer" model="ir.actions.server">
+        <field name="name">Mark as Authorizer</field>
+        <field name="model_id" ref="base.model_res_partner"/>
+        <field name="binding_model_id" ref="base.model_res_partner"/>
+        <field name="binding_view_types">list</field>
+        <field name="state">code</field>
+        <field name="code">
+action = records.action_mark_as_authorizer()
+        </field>
+    </record>
+
+    <!-- Send Portal Invitation - Batch Action (Gear Menu) -->
+    <record id="action_batch_send_invitation" model="ir.actions.server">
+        <field name="name">Send Portal Invitation</field>
+        <field name="model_id" ref="base.model_res_partner"/>
+        <field name="binding_model_id" ref="base.model_res_partner"/>
+        <field name="binding_view_types">list</field>
+        <field name="state">code</field>
+        <field name="code">
+action = records.action_batch_send_portal_invitation()
+        </field>
+    </record>
+
+    <!-- Mark as Authorizer & Send Invitation (Combined) - Batch Action (Gear Menu) -->
+    <record id="action_mark_and_invite" model="ir.actions.server">
+        <field name="name">Mark as Authorizer &amp; Send Invitation</field>
+        <field name="model_id" ref="base.model_res_partner"/>
+        <field name="binding_model_id" ref="base.model_res_partner"/>
+        <field name="binding_view_types">list</field>
+        <field name="state">code</field>
+        <field name="code">
+action = records.action_mark_and_send_invitation()
+        </field>
+    </record>
+
+</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/data/mail_template_data.xml

@@ -0,0 +1,172 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Sequence for Assessment Reference - noupdate=1 prevents reset on module upgrade -->
+    <data noupdate="1">
+        <record id="seq_fusion_assessment" model="ir.sequence">
+            <field name="name">Assessment Sequence</field>
+            <field name="code">fusion.assessment</field>
+            <field name="prefix">ASM-</field>
+            <field name="padding">5</field>
+            <field name="number_next">1</field>
+            <field name="number_increment">1</field>
+        </record>
+        
+        <!-- Sequence for Accessibility Assessment Reference -->
+        <record id="seq_fusion_accessibility_assessment" model="ir.sequence">
+            <field name="name">Accessibility Assessment Sequence</field>
+            <field name="code">fusion.accessibility.assessment</field>
+            <field name="prefix">ACC-</field>
+            <field name="padding">5</field>
+            <field name="number_next">1</field>
+            <field name="number_increment">1</field>
+        </record>
+    </data>
+
+    <!-- ================================================================= -->
+    <!-- Email Template: Case Assigned to Authorizer                       -->
+    <!-- ================================================================= -->
+    <record id="mail_template_case_assigned" model="mail.template">
+        <field name="name">Authorizer Portal: Case Assigned</field>
+        <field name="model_id" ref="sale.model_sale_order"/>
+        <field name="subject">New Case Assigned: {{ object.name }} - {{ object.partner_id.name }}</field>
+        <field name="email_from">{{ (object.company_id.email or object.user_id.email or 'noreply@example.com') }}</field>
+        <field name="email_to">{{ object.x_fc_authorizer_id.email }}</field>
+        <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
+    <div style="height:4px;background-color:#2B6CB0;"></div>
+    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
+        <p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;"><t t-out="object.company_id.name"/></p>
+        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">New Case Assigned</h2>
+        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">A new ADP case has been assigned to you.</p>
+        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
+            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Case Details</td></tr>
+            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Case</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.name"/></td></tr>
+            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Client</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.partner_id.name"/></td></tr>
+            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.date_order" t-options='{"widget": "date"}'/></td></tr>
+        </table>
+        <p style="text-align:center;margin:28px 0;"><a href="/my/authorizer" style="display:inline-block;background:#2B6CB0;color:#ffffff;padding:12px 28px;text-decoration:none;border-radius:6px;font-size:14px;font-weight:600;">View in Portal</a></p>
+        <p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">Best regards,<br/><strong><t t-out="object.user_id.name or object.company_id.name"/></strong><br/><span style="color:#718096;"><t t-out="object.company_id.name"/></span></p>
+    </div>
+    <div style="padding:16px 28px;text-align:center;"><p style="color:#a0aec0;font-size:11px;margin:0;">This is an automated notification from <t t-out="object.company_id.name"/>.</p></div>
+</div>
+        </field>
+        <field name="auto_delete" eval="False"/>
+    </record>
+
+    <!-- Status Changed template removed - redundant.
+         Each workflow transition sends its own detailed email from fusion_claims.
+         Record kept to avoid XML ID reference errors on upgrade. -->
+    <record id="mail_template_status_changed" model="mail.template">
+        <field name="name">Authorizer Portal: Status Changed (Disabled)</field>
+        <field name="model_id" ref="sale.model_sale_order"/>
+        <field name="subject">Case Update: {{ object.name }}</field>
+        <field name="body_html" type="html"><p>This template is no longer in use.</p></field>
+        <field name="auto_delete" eval="True"/>
+    </record>
+
+    <!-- ================================================================= -->
+    <!-- Email Template: Assessment Complete - To Authorizer               -->
+    <!-- ================================================================= -->
+    <record id="mail_template_assessment_complete_authorizer" model="mail.template">
+        <field name="name">Assessment Complete - Authorizer Notification</field>
+        <field name="model_id" ref="model_fusion_assessment"/>
+        <field name="subject">Assessment Complete: {{ object.reference }} - {{ object.client_name }}</field>
+        <field name="email_from">{{ (object.sales_rep_id.company_id.email or 'noreply@example.com') }}</field>
+        <field name="email_to">{{ object.authorizer_id.email }}</field>
+        <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
+    <div style="height:4px;background-color:#38a169;"></div>
+    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
+        <p style="color:#38a169;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;"><t t-out="object.sales_rep_id.company_id.name or object.env.company.name"/></p>
+        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">Assessment Complete</h2>
+        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">The assessment for <strong style="color:#2d3748;"><t t-out="object.client_name"/></strong> has been completed and a sale order has been created.</p>
+        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
+            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Assessment Details</td></tr>
+            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Reference</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.reference"/></td></tr>
+            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Client</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.client_name"/></td></tr>
+            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.assessment_date" t-options='{"widget": "date"}'/></td></tr>
+            <t t-if="object.sale_order_id">
+                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Sale Order</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.sale_order_id.name"/></td></tr>
+            </t>
+        </table>
+        <div style="border-left:3px solid #38a169;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
+            <p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;"><strong>Next steps:</strong> Please submit the ADP application (including pages 11-12 signed by the client) so we can proceed with the claim submission.</p>
+        </div>
+        <p style="text-align:center;margin:28px 0;"><a href="/my/authorizer" style="display:inline-block;background:#38a169;color:#ffffff;padding:12px 28px;text-decoration:none;border-radius:6px;font-size:14px;font-weight:600;">View in Portal</a></p>
+        <p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">Best regards,<br/><strong><t t-out="object.sales_rep_id.name or 'The Team'"/></strong></p>
+    </div>
+    <div style="padding:16px 28px;text-align:center;"><p style="color:#a0aec0;font-size:11px;margin:0;">This is an automated notification from the ADP Claims Management System.</p></div>
+</div>
+        </field>
+        <field name="auto_delete" eval="False"/>
+    </record>
+
+    <!-- ================================================================= -->
+    <!-- Email Template: Assessment Complete - To Client                   -->
+    <!-- ================================================================= -->
+    <record id="mail_template_assessment_complete_client" model="mail.template">
+        <field name="name">Assessment Complete - Client Notification</field>
+        <field name="model_id" ref="model_fusion_assessment"/>
+        <field name="subject">Your Assessment is Complete - {{ object.reference }}</field>
+        <field name="email_from">{{ (object.sales_rep_id.company_id.email or 'noreply@example.com') }}</field>
+        <field name="email_to">{{ object.client_email }}</field>
+        <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
+    <div style="height:4px;background-color:#2B6CB0;"></div>
+    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
+        <p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;"><t t-out="object.sales_rep_id.company_id.name or object.env.company.name"/></p>
+        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">Assessment Complete</h2>
+        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">Dear <strong style="color:#2d3748;"><t t-out="object.client_name"/></strong>, thank you for completing your assessment with us.</p>
+        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
+            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Summary</td></tr>
+            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Reference</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.reference"/></td></tr>
+            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.assessment_date" t-options='{"widget": "date"}'/></td></tr>
+            <t t-if="object.authorizer_id">
+                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Therapist</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.authorizer_id.name"/></td></tr>
+            </t>
+        </table>
+        <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
+            <p style="margin:0 0 8px 0;font-size:14px;color:#2d3748;font-weight:600;">What happens next:</p>
+            <ol style="margin:0;padding-left:20px;font-size:14px;line-height:1.6;color:#2d3748;">
+                <li>Your assessment will be reviewed by our team</li>
+                <li>We will submit the ADP application on your behalf</li>
+                <li>You will be notified once approval is received</li>
+                <li>Your equipment will be ordered and delivered</li>
+            </ol>
+        </div>
+        <p style="color:#2d3748;font-size:14px;line-height:1.5;">If you have any questions, please do not hesitate to contact us.</p>
+        <p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">Best regards,<br/><strong><t t-out="object.sales_rep_id.name or 'The Team'"/></strong></p>
+    </div>
+    <div style="padding:16px 28px;text-align:center;"><p style="color:#a0aec0;font-size:11px;margin:0;">This is an automated notification from the ADP Claims Management System.</p></div>
+</div>
+        </field>
+        <field name="auto_delete" eval="False"/>
+    </record>
+
+    <!-- ================================================================= -->
+    <!-- Email Template: Document Uploaded                                 -->
+    <!-- ================================================================= -->
+    <record id="mail_template_document_uploaded" model="mail.template">
+        <field name="name">Authorizer Portal: Document Uploaded</field>
+        <field name="model_id" ref="sale.model_sale_order"/>
+        <field name="subject">New Document Uploaded: {{ object.name }}</field>
+        <field name="email_from">{{ (object.company_id.email or 'noreply@example.com') }}</field>
+        <field name="email_to">{{ object.x_fc_authorizer_id.email }}</field>
+        <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
+    <div style="height:4px;background-color:#2B6CB0;"></div>
+    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
+        <p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;"><t t-out="object.company_id.name"/></p>
+        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">New Document Available</h2>
+        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">A new document has been uploaded for case <strong style="color:#2d3748;"><t t-out="object.name"/></strong> (<t t-out="object.partner_id.name"/>).</p>
+        <p style="text-align:center;margin:28px 0;"><a href="/my/authorizer" style="display:inline-block;background:#2B6CB0;color:#ffffff;padding:12px 28px;text-decoration:none;border-radius:6px;font-size:14px;font-weight:600;">View in Portal</a></p>
+        <p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">Best regards,<br/><strong><t t-out="object.company_id.name"/></strong></p>
+    </div>
+    <div style="padding:16px 28px;text-align:center;"><p style="color:#a0aec0;font-size:11px;margin:0;">This is an automated notification from <t t-out="object.company_id.name"/>.</p></div>
+</div>
+        </field>
+        <field name="auto_delete" eval="False"/>
+    </record>
+
+</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/data/portal_menu_data.xml

@@ -0,0 +1,7 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- This file can be used for portal menu customizations if needed -->
+    <!-- Currently, portal menus are handled by the templates -->
+
+</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/data/welcome_articles.xml

@@ -0,0 +1,432 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+<data noupdate="1">
+
+    <!-- ================================================================== -->
+    <!-- AUTHORIZER WELCOME ARTICLE TEMPLATE                                -->
+    <!-- ================================================================== -->
+    <template id="welcome_article_authorizer">
+        <div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
+            <!-- Header -->
+            <div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
+                <h1 style="color: white; margin: 0; font-size: 28px;">Welcome to the Authorizer Portal</h1>
+                <p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
+                    <t t-out="company_name"/> - Assistive Devices Program
+                </p>
+            </div>
+
+            <p style="font-size: 15px; line-height: 1.7;">
+                Dear <strong><t t-out="user_name"/></strong>,
+            </p>
+            <p style="font-size: 15px; line-height: 1.7;">
+                Welcome to the <strong><t t-out="company_name"/></strong> Authorizer Portal.
+                This portal is designed to streamline the ADP (Assistive Devices Program) process
+                and keep you connected with your assigned cases.
+            </p>
+
+            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">What You Can Do</h2>
+            <table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; width: 40px; text-align: center; font-size: 20px;">1</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>View Assigned Cases</strong><br/>
+                        Access all ADP cases assigned to you with real-time status updates.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; text-align: center; font-size: 20px;">2</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Complete Assessments</strong><br/>
+                        Fill out assessments online with measurements, photos, and specifications.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; text-align: center; font-size: 20px;">3</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Track Application Status</strong><br/>
+                        Monitor the progress of ADP applications from submission to approval.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; text-align: center; font-size: 20px;">4</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Upload Documents</strong><br/>
+                        Upload ADP applications, signed pages 11 and 12, and supporting documentation.
+                    </td>
+                </tr>
+            </table>
+
+            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Getting Started</h2>
+            <ol style="font-size: 14px; line-height: 1.8;">
+                <li>Navigate to <strong>My Cases</strong> from the portal menu to see your assigned ADP cases.</li>
+                <li>Click on any case to view details, upload documents, or add comments.</li>
+                <li>To start a new assessment, go to <strong>Assessments</strong> and click <strong>New Assessment</strong>.</li>
+                <li>Complete the assessment form with all required measurements and photos.</li>
+            </ol>
+
+            <h2 style="color: #e53e3e; border-bottom: 2px solid #e53e3e; padding-bottom: 8px;">Important Reminders</h2>
+            <div style="background: #fff5f5; border-left: 4px solid #e53e3e; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
+                <ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
+                    <li><strong>Assessment Validity:</strong> Assessments are valid for 3 months from the completion date.</li>
+                    <li><strong>Application Submission:</strong> Please submit the ADP application promptly after the assessment is completed.</li>
+                    <li><strong>Page 11:</strong> Must be signed by the applicant (or authorized agent: spouse, parent, legal guardian, public trustee, or power of attorney).</li>
+                    <li><strong>Page 12:</strong> Must be signed by the authorizer and the vendor.</li>
+                </ul>
+            </div>
+
+            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Need Help?</h2>
+            <p style="font-size: 14px; line-height: 1.7;">
+                If you have any questions or need assistance, please contact our office:
+            </p>
+            <div style="background: #f0f4ff; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
+                <strong><t t-out="company_name"/></strong><br/>
+                Email: <t t-out="company_email"/><br/>
+                Phone: <t t-out="company_phone"/>
+            </div>
+        </div>
+    </template>
+
+    <!-- ================================================================== -->
+    <!-- SALES REP WELCOME ARTICLE TEMPLATE                                 -->
+    <!-- ================================================================== -->
+    <template id="welcome_article_sales_rep">
+        <div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
+            <!-- Header -->
+            <div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
+                <h1 style="color: white; margin: 0; font-size: 28px;">Welcome to the Sales Portal</h1>
+                <p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
+                    <t t-out="company_name"/> - Sales Dashboard
+                </p>
+            </div>
+
+            <p style="font-size: 15px; line-height: 1.7;">
+                Dear <strong><t t-out="user_name"/></strong>,
+            </p>
+            <p style="font-size: 15px; line-height: 1.7;">
+                Welcome to the <strong><t t-out="company_name"/></strong> Sales Portal.
+                This is your hub for managing sales orders, completing assessments, and tracking ADP cases.
+            </p>
+
+            <h2 style="color: #5ba848; border-bottom: 2px solid #5ba848; padding-bottom: 8px;">What You Can Do</h2>
+            <table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; width: 40px; text-align: center; font-size: 20px;">1</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Sales Dashboard</strong><br/>
+                        View all your sales orders, filter by status, sale type, and search by client name or order number.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">2</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Complete Assessments</strong><br/>
+                        Start ADP Express Assessments and Accessibility Assessments (stair lifts, platform lifts, ceiling lifts, ramps, bathroom modifications).
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">3</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Proof of Delivery</strong><br/>
+                        Get proof of delivery signed by clients directly from your phone or tablet.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">4</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Loaner Equipment</strong><br/>
+                        Track loaner equipment checkouts and returns.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">5</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Track ADP Cases</strong><br/>
+                        Monitor ADP application status from assessment through approval to billing.
+                    </td>
+                </tr>
+            </table>
+
+            <h2 style="color: #5ba848; border-bottom: 2px solid #5ba848; padding-bottom: 8px;">Getting Started</h2>
+            <ol style="font-size: 14px; line-height: 1.8;">
+                <li>Go to <strong>Sales Dashboard</strong> to see all your cases at a glance.</li>
+                <li>Use the <strong>search bar</strong> and <strong>filters</strong> to quickly find cases by client name, order number, sale type, or status.</li>
+                <li>Click on any case to view full details and take action.</li>
+                <li>To start a new assessment, go to <strong>Assessments</strong> and select the appropriate assessment type.</li>
+                <li>For deliveries, navigate to <strong>Signature Requests</strong> to collect proof of delivery signatures.</li>
+            </ol>
+
+            <h2 style="color: #ff9800; border-bottom: 2px solid #ff9800; padding-bottom: 8px;">Tips for Success</h2>
+            <div style="background: #fff8e1; border-left: 4px solid #ff9800; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
+                <ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
+                    <li>Take clear photos during assessments - they will be attached to the case automatically.</li>
+                    <li>Complete all required measurements before submitting an assessment.</li>
+                    <li>Follow up on cases in <strong>Waiting for Application</strong> status to keep the process moving.</li>
+                    <li>Always collect proof of delivery signatures at the time of delivery.</li>
+                </ul>
+            </div>
+
+            <h2 style="color: #5ba848; border-bottom: 2px solid #5ba848; padding-bottom: 8px;">Need Help?</h2>
+            <p style="font-size: 14px; line-height: 1.7;">
+                If you have any questions or need assistance, please contact the office:
+            </p>
+            <div style="background: #f0fff4; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
+                <strong><t t-out="company_name"/></strong><br/>
+                Email: <t t-out="company_email"/><br/>
+                Phone: <t t-out="company_phone"/>
+            </div>
+        </div>
+    </template>
+
+    <!-- ================================================================== -->
+    <!-- TECHNICIAN WELCOME ARTICLE TEMPLATE                                -->
+    <!-- ================================================================== -->
+    <template id="welcome_article_technician">
+        <div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
+            <!-- Header -->
+            <div style="background: linear-gradient(135deg, #3a8fb7 0%, #2e7aad 60%, #1a6b9a 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
+                <h1 style="color: white; margin: 0; font-size: 28px;">Welcome to the Technician Portal</h1>
+                <p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
+                    <t t-out="company_name"/> - Delivery and Service
+                </p>
+            </div>
+
+            <p style="font-size: 15px; line-height: 1.7;">
+                Dear <strong><t t-out="user_name"/></strong>,
+            </p>
+            <p style="font-size: 15px; line-height: 1.7;">
+                Welcome to the <strong><t t-out="company_name"/></strong> Technician Portal.
+                This portal helps you manage your assigned deliveries and collect proof of delivery signatures.
+            </p>
+
+            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">What You Can Do</h2>
+            <table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #fff0f3; width: 40px; text-align: center; font-size: 20px;">1</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>View Assigned Deliveries</strong><br/>
+                        See all deliveries assigned to you with client details, addresses, and product information.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #fff0f3; text-align: center; font-size: 20px;">2</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Collect Proof of Delivery</strong><br/>
+                        Get the client's signature on the proof of delivery document directly from your device.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #fff0f3; text-align: center; font-size: 20px;">3</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Track Delivery Status</strong><br/>
+                        Monitor which deliveries are pending, in progress, or completed.
+                    </td>
+                </tr>
+            </table>
+
+            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Getting Started</h2>
+            <ol style="font-size: 14px; line-height: 1.8;">
+                <li>Navigate to <strong>My Deliveries</strong> to see all deliveries assigned to you.</li>
+                <li>Click on a delivery to view the client details and delivery address.</li>
+                <li>Go to <strong>Signature Requests</strong> to collect proof of delivery signatures.</li>
+                <li>After collecting the signature, the signed POD is automatically attached to the order.</li>
+            </ol>
+
+            <h2 style="color: #e53e3e; border-bottom: 2px solid #e53e3e; padding-bottom: 8px;">Important Reminders</h2>
+            <div style="background: #fff5f5; border-left: 4px solid #e53e3e; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
+                <ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
+                    <li><strong>Always get POD signed before leaving.</strong> The proof of delivery is required for billing.</li>
+                    <li>Ensure the client's <strong>name</strong> and <strong>date</strong> are filled in on the delivery form.</li>
+                    <li>If the client is unavailable, contact the office immediately.</li>
+                    <li>Report any product issues or damages to the office right away.</li>
+                </ul>
+            </div>
+
+            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Need Help?</h2>
+            <p style="font-size: 14px; line-height: 1.7;">
+                If you have any questions or need assistance, please contact the office:
+            </p>
+            <div style="background: #fff0f3; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
+                <strong><t t-out="company_name"/></strong><br/>
+                Email: <t t-out="company_email"/><br/>
+                Phone: <t t-out="company_phone"/>
+            </div>
+        </div>
+    </template>
+
+    <!-- ================================================================== -->
+    <!-- GENERAL PORTAL USER (CLIENT) WELCOME ARTICLE TEMPLATE              -->
+    <!-- ================================================================== -->
+    <template id="welcome_article_client">
+        <div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
+            <!-- Header -->
+            <div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
+                <h1 style="color: white; margin: 0; font-size: 28px;">Welcome to Your Portal</h1>
+                <p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
+                    <t t-out="company_name"/>
+                </p>
+            </div>
+
+            <p style="font-size: 15px; line-height: 1.7;">
+                Dear <strong><t t-out="user_name"/></strong>,
+            </p>
+            <p style="font-size: 15px; line-height: 1.7;">
+                Welcome to the <strong><t t-out="company_name"/></strong> Portal.
+                Here you can view your orders, track their status, and access your documents.
+            </p>
+
+            <h2 style="color: #3a8fb7; border-bottom: 2px solid #3a8fb7; padding-bottom: 8px;">What You Can Do</h2>
+            <table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0f8ff; width: 40px; text-align: center; font-size: 20px;">1</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>View Your Orders</strong><br/>
+                        Access all your orders and track their current status.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0f8ff; text-align: center; font-size: 20px;">2</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Track Status</strong><br/>
+                        See real-time updates on your application and delivery status.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0f8ff; text-align: center; font-size: 20px;">3</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Access Documents</strong><br/>
+                        Download invoices, delivery receipts, and other important documents.
+                    </td>
+                </tr>
+            </table>
+
+            <h2 style="color: #3a8fb7; border-bottom: 2px solid #3a8fb7; padding-bottom: 8px;">Getting Started</h2>
+            <ol style="font-size: 14px; line-height: 1.8;">
+                <li>Click on <strong>My Orders</strong> from the portal menu to see your orders.</li>
+                <li>Click on any order to view its full details and status.</li>
+                <li>Download documents by clicking the download button next to each file.</li>
+            </ol>
+
+            <h2 style="color: #3a8fb7; border-bottom: 2px solid #3a8fb7; padding-bottom: 8px;">Need Help?</h2>
+            <p style="font-size: 14px; line-height: 1.7;">
+                If you have any questions, please don't hesitate to reach out:
+            </p>
+            <div style="background: #f0f8ff; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
+                <strong><t t-out="company_name"/></strong><br/>
+                Email: <t t-out="company_email"/><br/>
+                Phone: <t t-out="company_phone"/>
+            </div>
+        </div>
+    </template>
+
+    <!-- ================================================================== -->
+    <!-- INTERNAL STAFF WELCOME ARTICLE TEMPLATE                            -->
+    <!-- ================================================================== -->
+    <template id="welcome_article_internal">
+        <div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
+            <!-- Header -->
+            <div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
+                <h1 style="color: white; margin: 0; font-size: 28px;">Welcome to <t t-out="company_name"/></h1>
+                <p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
+                    Fusion Claims - Internal Operations
+                </p>
+            </div>
+
+            <p style="font-size: 15px; line-height: 1.7;">
+                Welcome, <strong><t t-out="user_name"/></strong>!
+            </p>
+            <p style="font-size: 15px; line-height: 1.7;">
+                This is your quick-start guide to the <strong><t t-out="company_name"/></strong> system.
+                Below you'll find an overview of the key areas and how to navigate the system.
+            </p>
+
+            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">System Overview</h2>
+            <table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; width: 40px; text-align: center; font-size: 20px;">1</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>ADP Case Management</strong><br/>
+                        Process ADP claims through the full workflow: Assessment, Application, Submission, Approval, Billing, and Case Close.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">2</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Sales Orders</strong><br/>
+                        Manage quotations, sales orders, invoicing, and delivery for all sale types (ADP, ODSP, Private, Insurance, etc.).
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">3</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Device Codes</strong><br/>
+                        Look up and manage ADP device codes, prices, and serial number requirements.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">4</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Inventory and Loaner Tracking</strong><br/>
+                        Manage product inventory, track loaner equipment checkouts and returns.
+                    </td>
+                </tr>
+                <tr>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">5</td>
+                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
+                        <strong>Delivery Management</strong><br/>
+                        Assign technicians, track deliveries, and manage proof of delivery documents.
+                    </td>
+                </tr>
+            </table>
+
+            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">ADP Workflow Quick Reference</h2>
+            <div style="background: #f8f9fa; padding: 20px; border-radius: 8px; margin: 15px 0;">
+                <ol style="font-size: 14px; line-height: 2.0; margin: 0;">
+                    <li><strong>Quotation</strong> - Create the sales order</li>
+                    <li><strong>Assessment Scheduled</strong> - Schedule the client assessment</li>
+                    <li><strong>Assessment Completed</strong> - Complete the on-site assessment</li>
+                    <li><strong>Waiting for Application</strong> - Wait for the authorizer to submit the application</li>
+                    <li><strong>Application Received</strong> - Upload the ADP application and signed pages</li>
+                    <li><strong>Ready for Submission</strong> - Verify all documents are ready</li>
+                    <li><strong>Application Submitted</strong> - Submit to ADP</li>
+                    <li><strong>Accepted / Approved</strong> - ADP accepts and approves the case</li>
+                    <li><strong>Ready for Delivery</strong> - Prepare and deliver the product</li>
+                    <li><strong>Billed to ADP</strong> - Submit the claim for payment</li>
+                    <li><strong>Case Closed</strong> - Finalize the case</li>
+                </ol>
+            </div>
+
+            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Key Menu Locations</h2>
+            <table style="width: 100%; border-collapse: collapse; margin: 15px 0; font-size: 14px;">
+                <tr style="background: #eaf4fd;">
+                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">ADP Claims</td>
+                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Sales menu - ADP Claims - filter by workflow stage</td>
+                </tr>
+                <tr>
+                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">Device Codes</td>
+                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Sales menu - Configuration - ADP Device Codes</td>
+                </tr>
+                <tr style="background: #eaf4fd;">
+                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">Fusion Claims Settings</td>
+                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Settings - Fusion Claims (scroll down)</td>
+                </tr>
+                <tr>
+                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">Contacts (Authorizers)</td>
+                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Contacts - filter by "Authorizers"</td>
+                </tr>
+            </table>
+
+            <h2 style="color: #ff9800; border-bottom: 2px solid #ff9800; padding-bottom: 8px;">Tips</h2>
+            <div style="background: #fff8e1; border-left: 4px solid #ff9800; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
+                <ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
+                    <li>Use <strong>filters and search</strong> to quickly find cases by status, client, or authorizer.</li>
+                    <li>Check the <strong>chatter</strong> (message log) on each case for the full history of changes and communications.</li>
+                    <li>Use the <strong>status bar</strong> at the top of each case to see where it is in the workflow.</li>
+                    <li>All automated emails are logged in the chatter for audit purposes.</li>
+                    <li>Use <strong>scheduled activities</strong> to set reminders and follow-ups.</li>
+                </ul>
+            </div>
+        </div>
+    </template>
+
+</data>
+</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/models/__init__.py

@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+
+from . import res_partner
+from . import res_users
+from . import authorizer_comment
+from . import adp_document
+from . import assessment
+from . import accessibility_assessment
+from . import sale_order
+from . import pdf_template

fusion_authorizer_portal/fusion_authorizer_portal/models/accessibility_assessment.py

@@ -0,0 +1,874 @@
+# -*- coding: utf-8 -*-
+
+import logging
+import math
+from datetime import timedelta
+from markupsafe import Markup
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionAccessibilityAssessment(models.Model):
+    _name = 'fusion.accessibility.assessment'
+    _description = 'Accessibility Assessment'
+    _inherit = ['mail.thread', 'mail.activity.mixin', 'fusion.email.builder.mixin']
+    _order = 'assessment_date desc, id desc'
+    _rec_name = 'display_name'
+
+    # ==========================================================================
+    # COMMON FIELDS (all assessment types)
+    # ==========================================================================
+    reference = fields.Char(
+        string='Reference',
+        readonly=True,
+        copy=False,
+        default=lambda self: _('New'),
+    )
+    
+    display_name = fields.Char(
+        compute='_compute_display_name',
+        store=True,
+    )
+    
+    assessment_type = fields.Selection(
+        selection=[
+            ('stairlift_straight', 'Straight Stair Lift'),
+            ('stairlift_curved', 'Curved Stair Lift'),
+            ('vpl', 'Vertical Platform Lift'),
+            ('ceiling_lift', 'Ceiling Lift'),
+            ('ramp', 'Custom Ramp'),
+            ('bathroom', 'Bathroom Modification'),
+            ('tub_cutout', 'Tub Cutout'),
+        ],
+        string='Assessment Type',
+        required=True,
+        tracking=True,
+    )
+    
+    state = fields.Selection(
+        selection=[
+            ('draft', 'Draft'),
+            ('completed', 'Completed'),
+            ('cancelled', 'Cancelled'),
+        ],
+        string='Status',
+        default='draft',
+        tracking=True,
+    )
+    
+    # Client Information
+    client_name = fields.Char(string='Client Name', required=True)
+    client_address = fields.Char(string='Address')
+    client_unit = fields.Char(string='Unit/Apt/Suite')
+    client_address_street = fields.Char(string='Street')
+    client_address_city = fields.Char(string='City')
+    client_address_province = fields.Char(string='Province')
+    client_address_postal = fields.Char(string='Postal Code')
+    client_phone = fields.Char(string='Phone')
+    client_email = fields.Char(string='Email')
+    
+    # Booking fields
+    booking_source = fields.Selection(
+        selection=[
+            ('phone_authorizer', 'Phone - Authorizer'),
+            ('phone_client', 'Phone - Client'),
+            ('walk_in', 'Walk-In'),
+            ('portal', 'Online Booking'),
+        ],
+        string='Booking Source',
+        default='phone_client',
+        help='How the assessment was booked',
+    )
+    modification_requested = fields.Text(
+        string='Modification Requested',
+        help='What the client or authorizer is looking for',
+    )
+    sms_confirmation_sent = fields.Boolean(
+        string='SMS Confirmation Sent',
+        default=False,
+    )
+    calendar_event_id = fields.Many2one(
+        'calendar.event',
+        string='Calendar Event',
+        readonly=True,
+        copy=False,
+    )
+
+    # Relationships
+    sales_rep_id = fields.Many2one(
+        'res.users',
+        string='Sales Rep',
+        default=lambda self: self.env.user,
+        tracking=True,
+    )
+    authorizer_id = fields.Many2one(
+        'res.partner',
+        string='Authorizer/OT',
+        tracking=True,
+        help='The Occupational Therapist or Authorizer for this assessment',
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client Partner',
+        help='Linked partner record (created on completion)',
+    )
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Created Sale Order',
+        readonly=True,
+        copy=False,
+    )
+    
+    # Dates
+    assessment_date = fields.Date(
+        string='Assessment Date',
+        default=fields.Date.today,
+    )
+    
+    # General Notes
+    notes = fields.Text(string='General Notes')
+    
+    # ==========================================================================
+    # STAIR LIFT - STRAIGHT FIELDS
+    # ==========================================================================
+    stair_steps = fields.Integer(string='Number of Steps')
+    stair_nose_to_nose = fields.Float(string='Nose to Nose Distance (inches)')
+    stair_side = fields.Selection(
+        selection=[('left', 'Left'), ('right', 'Right')],
+        string='Installation Side',
+    )
+    stair_style = fields.Selection(
+        selection=[
+            ('standard', 'Standard Stair Lift'),
+            ('slide_track', 'Slide Track Stair Lift'),
+            ('foldable_hinge', 'Foldable Hinge Stair Lift'),
+        ],
+        string='Stair Lift Style',
+    )
+    stair_power_swivel_upstairs = fields.Boolean(string='Power Swivel (Upstairs)')
+    stair_power_folding_footrest = fields.Boolean(string='Power Folding Footrest')
+    stair_calculated_length = fields.Float(
+        string='Calculated Track Length (inches)',
+        compute='_compute_stair_straight_length',
+        store=True,
+    )
+    stair_manual_length_override = fields.Float(string='Manual Length Override (inches)')
+    stair_final_length = fields.Float(
+        string='Final Track Length (inches)',
+        compute='_compute_stair_final_length',
+        store=True,
+    )
+    
+    # ==========================================================================
+    # STAIR LIFT - CURVED FIELDS
+    # ==========================================================================
+    stair_curved_steps = fields.Integer(string='Number of Steps (Curved)')
+    stair_curves_count = fields.Integer(string='Number of Curves')
+    
+    # Top Landing Options
+    stair_top_landing_type = fields.Selection(
+        selection=[
+            ('none', 'Standard (No special landing)'),
+            ('90_exit', '90° Exit'),
+            ('90_parking', '90° Parking'),
+            ('180_parking', '180° Parking'),
+            ('flush_landing', 'Flush Landing'),
+            ('vertical_overrun', 'Vertical Overrun (Custom)'),
+        ],
+        string='Top Landing Type',
+        default='none',
+        help='Type of landing at the top of the staircase',
+    )
+    top_overrun_custom_length = fields.Float(
+        string='Top Overrun Length (inches)',
+        help='Custom overrun length when Vertical Overrun is selected',
+    )
+    
+    # Bottom Landing Options
+    stair_bottom_landing_type = fields.Selection(
+        selection=[
+            ('none', 'Standard (No special landing)'),
+            ('90_park', '90° Park'),
+            ('180_park', '180° Park'),
+            ('drop_nose', 'Drop Nose Landing'),
+            ('short_vertical', 'Short Vertical Start'),
+            ('horizontal_overrun', 'Horizontal Overrun (Custom)'),
+        ],
+        string='Bottom Landing Type',
+        default='none',
+        help='Type of landing at the bottom of the staircase',
+    )
+    bottom_overrun_custom_length = fields.Float(
+        string='Bottom Overrun Length (inches)',
+        help='Custom overrun length when Horizontal Overrun is selected',
+    )
+    
+    # Legacy fields kept for backwards compatibility
+    stair_has_drop_nose = fields.Boolean(string='Has Drop Nose (Legacy)')
+    stair_parking_type = fields.Selection(
+        selection=[
+            ('none', 'No Parking'),
+            ('90_degree', '90° Parking (+2 feet)'),
+            ('180_degree', '180° Parking (+4 feet)'),
+        ],
+        string='Parking Type (Legacy)',
+        default='none',
+    )
+    stair_power_swivel_downstairs = fields.Boolean(string='Power Swivel (Downstairs)')
+    stair_auto_folding_footrest = fields.Boolean(string='Automatic Folding Footrest')
+    stair_auto_folding_hinge = fields.Boolean(string='Automatic Folding Hinge')
+    stair_auto_folding_seat = fields.Boolean(string='Automatic Folding Seat')
+    stair_custom_color = fields.Boolean(string='Customizable Colored Seat')
+    stair_additional_charging = fields.Boolean(string='Additional Charging Station')
+    stair_charging_with_remote = fields.Boolean(string='Charging Station with Remote')
+    stair_curved_calculated_length = fields.Float(
+        string='Calculated Track Length (inches)',
+        compute='_compute_stair_curved_length',
+        store=True,
+    )
+    stair_curved_manual_override = fields.Float(string='Manual Length Override (inches)')
+    stair_curved_final_length = fields.Float(
+        string='Final Track Length (inches)',
+        compute='_compute_stair_curved_final_length',
+        store=True,
+    )
+    
+    # ==========================================================================
+    # VERTICAL PLATFORM LIFT (VPL) FIELDS
+    # ==========================================================================
+    vpl_room_width = fields.Float(string='Room Width (inches)')
+    vpl_room_depth = fields.Float(string='Room Depth (inches)')
+    vpl_rise_height = fields.Float(string='Total Rise Height (inches)')
+    vpl_has_existing_platform = fields.Boolean(string='Existing Platform Available')
+    vpl_concrete_depth = fields.Float(string='Concrete Depth (inches)', help='Minimum 4 inches required')
+    vpl_model_type = fields.Selection(
+        selection=[
+            ('ac', 'AC Model (Dedicated 15-amp breaker required)'),
+            ('dc', 'DC Model (No dedicated breaker required)'),
+        ],
+        string='Model Type',
+    )
+    vpl_has_nearby_plug = fields.Boolean(string='Power Plug Nearby')
+    vpl_plug_specs = fields.Char(string='Plug Specifications', default='110V / 15-amp')
+    vpl_needs_plug_install = fields.Boolean(string='Needs Plug Installation')
+    vpl_needs_certification = fields.Boolean(string='Needs City Certification')
+    vpl_certification_notes = fields.Text(string='Certification Notes')
+    
+    # ==========================================================================
+    # CEILING LIFT FIELDS
+    # ==========================================================================
+    ceiling_track_length = fields.Float(string='Total Track Length (feet)')
+    ceiling_movement_type = fields.Selection(
+        selection=[
+            ('manual', 'Manual Movement (left-to-right)'),
+            ('powered', 'Powered Movement (left-to-right)'),
+        ],
+        string='Horizontal Movement Type',
+        help='All ceiling lifts move up/down with power. This is for left-to-right movement.',
+    )
+    ceiling_charging_throughout = fields.Boolean(
+        string='Charging Throughout Track',
+        help='Charging available throughout the track instead of one location',
+    )
+    ceiling_carry_bar = fields.Boolean(string='Carry Bar')
+    ceiling_additional_slings = fields.Integer(string='Additional Slings Needed')
+    
+    # ==========================================================================
+    # CUSTOM RAMP FIELDS
+    # ==========================================================================
+    ramp_height = fields.Float(string='Total Height (inches from ground)')
+    ramp_ground_incline = fields.Float(string='Ground Incline (degrees)', help='Optional - if ground is inclined')
+    ramp_at_door = fields.Boolean(string='Ramp at Door', help='Requires 5ft landing at door')
+    ramp_calculated_length = fields.Float(
+        string='Calculated Ramp Length (inches)',
+        compute='_compute_ramp_length',
+        store=True,
+        help='Ontario Building Code: 12 inches length per 1 inch height',
+    )
+    ramp_landings_needed = fields.Integer(
+        string='Landings Needed',
+        compute='_compute_ramp_landings',
+        store=True,
+        help='Landing required every 30 feet (minimum 5 feet each)',
+    )
+    ramp_total_length = fields.Float(
+        string='Total Length with Landings (inches)',
+        compute='_compute_ramp_total_length',
+        store=True,
+    )
+    ramp_handrail_height = fields.Float(
+        string='Handrail Height (inches)',
+        default=32.0,
+        help='Minimum 32 inches required',
+    )
+    ramp_manual_override = fields.Float(string='Manual Length Override (inches)')
+    
+    # ==========================================================================
+    # BATHROOM MODIFICATION FIELDS
+    # ==========================================================================
+    bathroom_description = fields.Text(
+        string='Modification Description',
+        help='Describe all bathroom modifications needed',
+    )
+    
+    # ==========================================================================
+    # TUB CUTOUT FIELDS
+    # ==========================================================================
+    tub_internal_height = fields.Float(string='Internal Height of Tub (inches)')
+    tub_external_height = fields.Float(string='External Height of Tub (inches)')
+    tub_additional_supplies = fields.Text(string='Additional Supplies Needed')
+    
+    # ==========================================================================
+    # COMPUTED FIELDS
+    # ==========================================================================
+    
+    @api.depends('reference', 'assessment_type', 'client_name')
+    def _compute_display_name(self):
+        type_labels = dict(self._fields['assessment_type'].selection)
+        for rec in self:
+            type_label = type_labels.get(rec.assessment_type, '')
+            rec.display_name = f"{rec.reference or 'New'} - {type_label} - {rec.client_name or ''}"
+    
+    @api.depends('stair_steps', 'stair_nose_to_nose')
+    def _compute_stair_straight_length(self):
+        """Straight stair lift: (steps × nose_to_nose) + 13" top landing"""
+        for rec in self:
+            if rec.stair_steps and rec.stair_nose_to_nose:
+                rec.stair_calculated_length = (rec.stair_steps * rec.stair_nose_to_nose) + 13
+            else:
+                rec.stair_calculated_length = 0
+    
+    @api.depends('stair_calculated_length', 'stair_manual_length_override')
+    def _compute_stair_final_length(self):
+        """Use manual override if provided, otherwise use calculated"""
+        for rec in self:
+            if rec.stair_manual_length_override:
+                rec.stair_final_length = rec.stair_manual_length_override
+            else:
+                rec.stair_final_length = rec.stair_calculated_length
+    
+    @api.depends('stair_curved_steps', 'stair_curves_count',
+                 'stair_top_landing_type', 'stair_bottom_landing_type',
+                 'top_overrun_custom_length', 'bottom_overrun_custom_length')
+    def _compute_stair_curved_length(self):
+        """Curved stair lift calculation:
+        - 12" per step
+        - 16" per curve
+        - Top landing type additions (or custom overrun)
+        - Bottom landing type additions (or custom overrun)
+        """
+        # Track length additions for each landing type (in inches)
+        # Note: vertical_overrun and horizontal_overrun use custom lengths
+        TOP_LANDING_LENGTHS = {
+            'none': 0,
+            '90_exit': 24,          # 2 feet
+            '90_parking': 24,       # 2 feet
+            '180_parking': 48,      # 4 feet
+            'flush_landing': 12,    # 1 foot
+        }
+        
+        BOTTOM_LANDING_LENGTHS = {
+            'none': 0,
+            '90_park': 24,              # 2 feet
+            '180_park': 48,             # 4 feet
+            'drop_nose': 12,            # 1 foot
+            'short_vertical': 12,       # 1 foot
+        }
+        
+        for rec in self:
+            if rec.stair_curved_steps:
+                base_length = rec.stair_curved_steps * 12  # 12" per step
+                curves_length = (rec.stair_curves_count or 0) * 16  # 16" per curve
+                
+                # Top landing length - use custom if overrun selected
+                if rec.stair_top_landing_type == 'vertical_overrun':
+                    top_landing = rec.top_overrun_custom_length or 0
+                else:
+                    top_landing = TOP_LANDING_LENGTHS.get(rec.stair_top_landing_type or 'none', 0)
+                
+                # Bottom landing length - use custom if overrun selected
+                if rec.stair_bottom_landing_type == 'horizontal_overrun':
+                    bottom_landing = rec.bottom_overrun_custom_length or 0
+                else:
+                    bottom_landing = BOTTOM_LANDING_LENGTHS.get(rec.stair_bottom_landing_type or 'none', 0)
+                
+                rec.stair_curved_calculated_length = (
+                    base_length + curves_length + top_landing + bottom_landing
+                )
+            else:
+                rec.stair_curved_calculated_length = 0
+    
+    @api.depends('stair_curved_calculated_length', 'stair_curved_manual_override')
+    def _compute_stair_curved_final_length(self):
+        """Use manual override if provided, otherwise use calculated"""
+        for rec in self:
+            if rec.stair_curved_manual_override:
+                rec.stair_curved_final_length = rec.stair_curved_manual_override
+            else:
+                rec.stair_curved_final_length = rec.stair_curved_calculated_length
+    
+    @api.depends('ramp_height')
+    def _compute_ramp_length(self):
+        """Ontario Building Code: 12 inches length per 1 inch height (1:12 ratio)"""
+        for rec in self:
+            if rec.ramp_height:
+                rec.ramp_calculated_length = rec.ramp_height * 12
+            else:
+                rec.ramp_calculated_length = 0
+    
+    @api.depends('ramp_calculated_length')
+    def _compute_ramp_landings(self):
+        """Landing required every 30 feet (360 inches)"""
+        for rec in self:
+            if rec.ramp_calculated_length:
+                # Calculate how many landings are needed (every 30 feet = 360 inches)
+                rec.ramp_landings_needed = math.ceil(rec.ramp_calculated_length / 360)
+            else:
+                rec.ramp_landings_needed = 0
+    
+    @api.depends('ramp_calculated_length', 'ramp_landings_needed', 'ramp_at_door')
+    def _compute_ramp_total_length(self):
+        """Total length including landings (5 feet = 60 inches each)"""
+        for rec in self:
+            base_length = rec.ramp_calculated_length or 0
+            landings_length = (rec.ramp_landings_needed or 0) * 60  # 5 feet per landing
+            door_landing = 60 if rec.ramp_at_door else 0  # 5 feet at door
+            rec.ramp_total_length = base_length + landings_length + door_landing
+    
+    # ==========================================================================
+    # CRUD METHODS
+    # ==========================================================================
+    
+    @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.accessibility.assessment'
+                ) or _('New')
+        return super().create(vals_list)
+    
+    # ==========================================================================
+    # BUSINESS LOGIC
+    # ==========================================================================
+    
+    def action_complete(self):
+        """Complete the assessment and create a Sale Order"""
+        self.ensure_one()
+        
+        if not self.client_name:
+            raise UserError(_('Please enter the client name.'))
+        
+        # Create or find partner
+        partner = self._ensure_partner()
+        
+        # Create draft sale order
+        sale_order = self._create_draft_sale_order(partner)
+        
+        # Add tag based on assessment type
+        self._add_assessment_tag(sale_order)
+        
+        # Copy photos from assessment to sale order chatter
+        self._copy_photos_to_sale_order(sale_order)
+        
+        # Update state
+        self.write({
+            'state': 'completed',
+            'sale_order_id': sale_order.id,
+            'partner_id': partner.id,
+        })
+        
+        # Send email notification to office
+        self._send_completion_email(sale_order)
+        
+        # Schedule follow-up activity for sales rep
+        self._schedule_followup_activity(sale_order)
+        
+        _logger.info(f"Completed accessibility assessment {self.reference}, created SO {sale_order.name}")
+        
+        return sale_order
+    
+    def _add_assessment_tag(self, sale_order):
+        """Add a tag to the sale order based on assessment type"""
+        self.ensure_one()
+        
+        # Map assessment types to tag names (ALL CAPS)
+        tag_map = {
+            'stairlift_straight': 'STRAIGHT STAIR LIFT',
+            'stairlift_curved': 'CURVED STAIR LIFT',
+            'vpl': 'VERTICAL PLATFORM LIFT',
+            'ceiling_lift': 'CEILING LIFT',
+            'ramp': 'CUSTOM RAMP',
+            'bathroom': 'BATHROOM MODIFICATION',
+            'tub_cutout': 'TUB CUTOUT',
+        }
+        
+        tag_name = tag_map.get(self.assessment_type)
+        if not tag_name:
+            return
+        
+        # Find or create the tag
+        Tag = self.env['crm.tag'].sudo()
+        tag = Tag.search([('name', '=', tag_name)], limit=1)
+        if not tag:
+            tag = Tag.create({'name': tag_name})
+            _logger.info(f"Created new tag: {tag_name}")
+        
+        # Add tag to sale order
+        if hasattr(sale_order, 'tag_ids'):
+            sale_order.write({'tag_ids': [(4, tag.id)]})
+            _logger.info(f"Added tag '{tag_name}' to SO {sale_order.name}")
+    
+    def _copy_photos_to_sale_order(self, sale_order):
+        """Copy assessment photos to sale order chatter"""
+        self.ensure_one()
+        
+        Attachment = self.env['ir.attachment'].sudo()
+        
+        # Find photos attached to this assessment
+        photos = Attachment.search([
+            ('res_model', '=', 'fusion.accessibility.assessment'),
+            ('res_id', '=', self.id),
+            ('mimetype', 'like', 'image/%'),
+        ])
+        
+        if not photos:
+            return
+        
+        # Copy attachments to sale order and post in chatter
+        attachment_ids = []
+        for photo in photos:
+            new_attachment = photo.copy({
+                'res_model': 'sale.order',
+                'res_id': sale_order.id,
+            })
+            attachment_ids.append(new_attachment.id)
+        
+        if attachment_ids:
+            type_labels = dict(self._fields['assessment_type'].selection)
+            type_label = type_labels.get(self.assessment_type, 'Accessibility')
+            
+            sale_order.message_post(
+                body=Markup(f'''
+                <div class="alert alert-secondary">
+                    <strong><i class="fa fa-camera"></i> Assessment Photos</strong><br/>
+                    {len(attachment_ids)} photo(s) from {type_label} Assessment ({self.reference})
+                </div>
+                '''),
+                message_type='comment',
+                subtype_xmlid='mail.mt_note',
+                attachment_ids=attachment_ids,
+            )
+            _logger.info(f"Copied {len(attachment_ids)} photos to SO {sale_order.name}")
+    
+    def _send_completion_email(self, sale_order):
+        """Send email notification to office about assessment completion"""
+        self.ensure_one()
+        
+        ICP = self.env['ir.config_parameter'].sudo()
+        
+        # Check if email notifications are enabled
+        if not ICP.get_param('fusion_claims.enable_email_notifications', 'True') == 'True':
+            return
+        
+        # Get office notification emails from company
+        company = self.env.company
+        office_partners = company.sudo().x_fc_office_notification_ids
+        email_list = [p.email for p in office_partners if p.email]
+        office_emails = ', '.join(email_list)
+        
+        if not office_emails:
+            _logger.warning("No office notification recipients configured for accessibility assessment completion")
+            return
+        
+        type_labels = dict(self._fields['assessment_type'].selection)
+        type_label = type_labels.get(self.assessment_type, 'Accessibility')
+        
+        body = self._email_build(
+            title='Accessibility Assessment Completed',
+            summary=f'A new {type_label.lower()} assessment has been completed for '
+                    f'<strong>{self.client_name}</strong>. A sale order has been created.',
+            email_type='info',
+            sections=[('Assessment Details', [
+                ('Type', type_label),
+                ('Reference', self.reference),
+                ('Client', self.client_name),
+                ('Sales Rep', self.sales_rep_id.name if self.sales_rep_id else 'N/A'),
+                ('Sale Order', sale_order.name),
+            ])],
+            button_url=f'{sale_order.get_base_url()}/web#id={sale_order.id}&model=sale.order&view_type=form',
+            button_text='View Sale Order',
+        )
+        
+        # Send email
+        mail_values = {
+            'subject': f'Accessibility Assessment Completed: {type_label} - {self.client_name}',
+            'body_html': body,
+            'email_to': office_emails,
+            'email_from': self.env.company.email or 'noreply@example.com',
+        }
+        
+        try:
+            mail = self.env['mail.mail'].sudo().create(mail_values)
+            mail.send()
+            _logger.info(f"Sent accessibility assessment completion email to {office_emails}")
+        except Exception as e:
+            _logger.error(f"Failed to send assessment completion email: {e}")
+    
+    def _schedule_followup_activity(self, sale_order):
+        """Schedule a follow-up activity for the sales rep"""
+        self.ensure_one()
+        
+        if not self.sales_rep_id:
+            return
+        
+        type_labels = dict(self._fields['assessment_type'].selection)
+        type_label = type_labels.get(self.assessment_type, 'Accessibility')
+        
+        # Get the "To Do" activity type
+        activity_type = self.env.ref('mail.mail_activity_data_todo', raise_if_not_found=False)
+        if not activity_type:
+            _logger.warning("Could not find 'To Do' activity type")
+            return
+        
+        # Schedule activity for tomorrow
+        due_date = fields.Date.today() + timedelta(days=1)
+        
+        try:
+            sale_order.activity_schedule(
+                activity_type_id=activity_type.id,
+                date_deadline=due_date,
+                user_id=self.sales_rep_id.id,
+                summary=f'Follow up on {type_label} Assessment',
+                note=f'Assessment {self.reference} for {self.client_name} has been completed. Please follow up with the client.',
+            )
+            _logger.info(f"Scheduled follow-up activity for {self.sales_rep_id.name} on SO {sale_order.name}")
+        except Exception as e:
+            _logger.error(f"Failed to schedule follow-up activity: {e}")
+    
+    def _ensure_partner(self):
+        """Find or create a partner for the client"""
+        self.ensure_one()
+        Partner = self.env['res.partner'].sudo()
+        
+        # First, try to find existing partner by email
+        if self.client_email:
+            existing = Partner.search([('email', '=ilike', self.client_email)], limit=1)
+            if existing:
+                return existing
+        
+        # Create new partner
+        partner_vals = {
+            'name': self.client_name,
+            'email': self.client_email,
+            'phone': self.client_phone,
+            'street': self.client_address_street or self.client_address,
+            'street2': self.client_unit or False,
+            'city': self.client_address_city,
+            'zip': self.client_address_postal,
+            'customer_rank': 1,
+        }
+        
+        # Set province/state if provided
+        if self.client_address_province:
+            state = self.env['res.country.state'].sudo().search([
+                ('code', '=ilike', self.client_address_province),
+                ('country_id.code', '=', 'CA'),
+            ], limit=1)
+            if state:
+                partner_vals['state_id'] = state.id
+                partner_vals['country_id'] = state.country_id.id
+            else:
+                # Default to Canada
+                canada = self.env.ref('base.ca', raise_if_not_found=False)
+                if canada:
+                    partner_vals['country_id'] = canada.id
+        
+        partner = Partner.create(partner_vals)
+        _logger.info(f"Created partner {partner.name} from accessibility assessment {self.reference}")
+        return partner
+    
+    def _create_draft_sale_order(self, partner):
+        """Create a draft sale order from the assessment"""
+        self.ensure_one()
+        
+        SaleOrder = self.env['sale.order'].sudo()
+        
+        type_labels = dict(self._fields['assessment_type'].selection)
+        type_label = type_labels.get(self.assessment_type, 'Accessibility')
+        
+        so_vals = {
+            'partner_id': partner.id,
+            'user_id': self.sales_rep_id.id if self.sales_rep_id else self.env.user.id,
+            'state': 'draft',
+            'origin': f'Accessibility: {self.reference} ({type_label})',
+            'x_fc_sale_type': 'direct_private',  # Accessibility items typically private pay
+        }
+        
+        sale_order = SaleOrder.create(so_vals)
+        _logger.info(f"Created draft sale order {sale_order.name} from accessibility assessment {self.reference}")
+        
+        # Post assessment details to chatter
+        assessment_html = self._format_assessment_html_table()
+        sale_order.message_post(
+            body=Markup(assessment_html),
+            message_type='comment',
+            subtype_xmlid='mail.mt_note',
+        )
+        
+        return sale_order
+    
+    def _format_assessment_html_table(self):
+        """Format assessment details as HTML for chatter"""
+        type_labels = dict(self._fields['assessment_type'].selection)
+        type_label = type_labels.get(self.assessment_type, 'Unknown')
+        
+        html = f'''
+        <div class="alert alert-info" role="alert">
+            <h5 class="alert-heading"><i class="fa fa-wheelchair"></i> Accessibility Assessment: {type_label}</h5>
+            <p><strong>Reference:</strong> {self.reference}<br/>
+            <strong>Client:</strong> {self.client_name}<br/>
+            <strong>Address:</strong> {self.client_address or 'N/A'}<br/>
+            <strong>Date:</strong> {self.assessment_date}</p>
+        '''
+        
+        # Add type-specific details
+        if self.assessment_type == 'stairlift_straight':
+            html += f'''
+            <hr>
+            <p><strong>Straight Stair Lift Details:</strong></p>
+            <ul>
+                <li>Steps: {self.stair_steps or 'N/A'}</li>
+                <li>Nose to Nose: {self.stair_nose_to_nose or 0}" per step</li>
+                <li>Installation Side: {self.stair_side or 'N/A'}</li>
+                <li>Style: {dict(self._fields['stair_style'].selection or {}).get(self.stair_style, 'N/A')}</li>
+                <li>Calculated Track Length: {self.stair_calculated_length:.1f}"</li>
+                <li>Final Track Length: {self.stair_final_length:.1f}"</li>
+            </ul>
+            <p><strong>Features:</strong></p>
+            <ul>
+                {'<li>Power Swivel (Upstairs)</li>' if self.stair_power_swivel_upstairs else ''}
+                {'<li>Power Folding Footrest</li>' if self.stair_power_folding_footrest else ''}
+            </ul>
+            '''
+        
+        elif self.assessment_type == 'stairlift_curved':
+            # Format landing types for display
+            top_landing_display = dict(self._fields['stair_top_landing_type'].selection or {}).get(self.stair_top_landing_type, 'Standard')
+            bottom_landing_display = dict(self._fields['stair_bottom_landing_type'].selection or {}).get(self.stair_bottom_landing_type, 'Standard')
+            
+            # Add custom overrun values if applicable
+            if self.stair_top_landing_type == 'vertical_overrun' and self.top_overrun_custom_length:
+                top_landing_display += f' ({self.top_overrun_custom_length:.1f}")'
+            if self.stair_bottom_landing_type == 'horizontal_overrun' and self.bottom_overrun_custom_length:
+                bottom_landing_display += f' ({self.bottom_overrun_custom_length:.1f}")'
+            
+            html += f'''
+            <hr>
+            <p><strong>Curved Stair Lift Details:</strong></p>
+            <ul>
+                <li>Steps: {self.stair_curved_steps or 'N/A'}</li>
+                <li>Number of Curves: {self.stair_curves_count or 0}</li>
+                <li>Top Landing: {top_landing_display}</li>
+                <li>Bottom Landing: {bottom_landing_display}</li>
+                <li>Calculated Track Length: {self.stair_curved_calculated_length:.1f}"</li>
+                <li>Final Track Length: {self.stair_curved_final_length:.1f}"</li>
+            </ul>
+            <p><strong>Features:</strong></p>
+            <ul>
+                {'<li>Power Swivel (Upstairs)</li>' if self.stair_power_swivel_upstairs else ''}
+                {'<li>Power Swivel (Downstairs)</li>' if self.stair_power_swivel_downstairs else ''}
+                {'<li>Auto Folding Footrest</li>' if self.stair_auto_folding_footrest else ''}
+                {'<li>Auto Folding Hinge</li>' if self.stair_auto_folding_hinge else ''}
+                {'<li>Auto Folding Seat</li>' if self.stair_auto_folding_seat else ''}
+                {'<li>Customizable Color</li>' if self.stair_custom_color else ''}
+                {'<li>Additional Charging Station</li>' if self.stair_additional_charging else ''}
+                {'<li>Charging with Remote</li>' if self.stair_charging_with_remote else ''}
+            </ul>
+            '''
+        
+        elif self.assessment_type == 'vpl':
+            html += f'''
+            <hr>
+            <p><strong>Vertical Platform Lift Details:</strong></p>
+            <ul>
+                <li>Room Dimensions: {self.vpl_room_width or 0}" W x {self.vpl_room_depth or 0}" D</li>
+                <li>Rise Height: {self.vpl_rise_height or 0}"</li>
+                <li>Existing Platform: {'Yes' if self.vpl_has_existing_platform else 'No'}</li>
+                <li>Concrete Depth: {self.vpl_concrete_depth or 0}" (min 4" required)</li>
+                <li>Model Type: {dict(self._fields['vpl_model_type'].selection or {}).get(self.vpl_model_type, 'N/A')}</li>
+                <li>Power Plug Nearby: {'Yes' if self.vpl_has_nearby_plug else 'No'}</li>
+                <li>Needs Plug Installation: {'Yes' if self.vpl_needs_plug_install else 'No'}</li>
+                <li>Needs Certification: {'Yes' if self.vpl_needs_certification else 'No'}</li>
+            </ul>
+            '''
+        
+        elif self.assessment_type == 'ceiling_lift':
+            html += f'''
+            <hr>
+            <p><strong>Ceiling Lift Details:</strong></p>
+            <ul>
+                <li>Track Length: {self.ceiling_track_length or 0} feet</li>
+                <li>Movement Type: {dict(self._fields['ceiling_movement_type'].selection or {}).get(self.ceiling_movement_type, 'N/A')}</li>
+                <li>Charging Throughout Track: {'Yes' if self.ceiling_charging_throughout else 'No'}</li>
+                <li>Carry Bar: {'Yes' if self.ceiling_carry_bar else 'No'}</li>
+                <li>Additional Slings: {self.ceiling_additional_slings or 0}</li>
+            </ul>
+            '''
+        
+        elif self.assessment_type == 'ramp':
+            html += f'''
+            <hr>
+            <p><strong>Custom Ramp Details:</strong></p>
+            <ul>
+                <li>Height: {self.ramp_height or 0}" from ground</li>
+                <li>Ground Incline: {self.ramp_ground_incline or 0}°</li>
+                <li>At Door: {'Yes (5ft landing required)' if self.ramp_at_door else 'No'}</li>
+                <li>Calculated Ramp Length: {self.ramp_calculated_length:.1f}" ({self.ramp_calculated_length/12:.1f} ft)</li>
+                <li>Landings Needed: {self.ramp_landings_needed or 0} (5ft each)</li>
+                <li>Total Length with Landings: {self.ramp_total_length:.1f}" ({self.ramp_total_length/12:.1f} ft)</li>
+                <li>Handrail Height: {self.ramp_handrail_height or 32}"</li>
+            </ul>
+            '''
+        
+        elif self.assessment_type == 'bathroom':
+            html += f'''
+            <hr>
+            <p><strong>Bathroom Modification Description:</strong></p>
+            <p>{self.bathroom_description or 'No description provided.'}</p>
+            '''
+        
+        elif self.assessment_type == 'tub_cutout':
+            html += f'''
+            <hr>
+            <p><strong>Tub Cutout Details:</strong></p>
+            <ul>
+                <li>Internal Height: {self.tub_internal_height or 0}"</li>
+                <li>External Height: {self.tub_external_height or 0}"</li>
+            </ul>
+            <p><strong>Additional Supplies:</strong></p>
+            <p>{self.tub_additional_supplies or 'None specified.'}</p>
+            '''
+        
+        # Add general notes
+        if self.notes:
+            html += f'''
+            <hr>
+            <p><strong>Notes:</strong></p>
+            <p>{self.notes}</p>
+            '''
+        
+        html += '</div>'
+        return html
+    
+    def action_cancel(self):
+        """Cancel the assessment"""
+        self.ensure_one()
+        self.write({'state': 'cancelled'})
+    
+    def action_reset_to_draft(self):
+        """Reset to draft state"""
+        self.ensure_one()
+        self.write({'state': 'draft'})

fusion_authorizer_portal/fusion_authorizer_portal/models/adp_document.py

@@ -0,0 +1,183 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+import base64
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class ADPDocument(models.Model):
+    _name = 'fusion.adp.document'
+    _description = 'ADP Application Document'
+    _order = 'upload_date desc, revision desc'
+    _rec_name = 'display_name'
+
+    # Relationships
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        ondelete='cascade',
+        index=True,
+    )
+    
+    assessment_id = fields.Many2one(
+        'fusion.assessment',
+        string='Assessment',
+        ondelete='cascade',
+        index=True,
+    )
+    
+    # Document Type
+    document_type = fields.Selection([
+        ('full_application', 'Full ADP Application (14 pages)'),
+        ('pages_11_12', 'Pages 11 & 12 (Signature Pages)'),
+        ('page_11', 'Page 11 Only (Authorizer Signature)'),
+        ('page_12', 'Page 12 Only (Client Signature)'),
+        ('submitted_final', 'Final Submitted Application'),
+        ('assessment_report', 'Assessment Report'),
+        ('assessment_signed', 'Signed Pages from Assessment'),
+        ('other', 'Other Document'),
+    ], string='Document Type', required=True, default='full_application')
+    
+    # File Data
+    file = fields.Binary(
+        string='File',
+        required=True,
+        attachment=True,
+    )
+    
+    filename = fields.Char(
+        string='Filename',
+        required=True,
+    )
+    
+    file_size = fields.Integer(
+        string='File Size (bytes)',
+        compute='_compute_file_size',
+        store=True,
+    )
+    
+    mimetype = fields.Char(
+        string='MIME Type',
+        default='application/pdf',
+    )
+    
+    # Revision Tracking
+    revision = fields.Integer(
+        string='Revision',
+        default=1,
+        readonly=True,
+    )
+    
+    revision_note = fields.Text(
+        string='Revision Note',
+        help='Notes about what changed in this revision',
+    )
+    
+    is_current = fields.Boolean(
+        string='Is Current Version',
+        default=True,
+        index=True,
+    )
+    
+    # Upload Information
+    uploaded_by = fields.Many2one(
+        'res.users',
+        string='Uploaded By',
+        default=lambda self: self.env.user,
+        readonly=True,
+    )
+    
+    upload_date = fields.Datetime(
+        string='Upload Date',
+        default=fields.Datetime.now,
+        readonly=True,
+    )
+    
+    source = fields.Selection([
+        ('authorizer', 'Authorizer Portal'),
+        ('sales_rep', 'Sales Rep Portal'),
+        ('internal', 'Internal User'),
+        ('assessment', 'Assessment Form'),
+    ], string='Source', default='internal')
+    
+    # Display
+    display_name = fields.Char(
+        string='Display Name',
+        compute='_compute_display_name',
+        store=True,
+    )
+
+    @api.depends('file')
+    def _compute_file_size(self):
+        for doc in self:
+            if doc.file:
+                doc.file_size = len(base64.b64decode(doc.file))
+            else:
+                doc.file_size = 0
+
+    @api.depends('document_type', 'filename', 'revision')
+    def _compute_display_name(self):
+        type_labels = dict(self._fields['document_type'].selection)
+        for doc in self:
+            type_label = type_labels.get(doc.document_type, doc.document_type)
+            doc.display_name = f"{type_label} - v{doc.revision} ({doc.filename or 'No file'})"
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        """Override create to handle revision numbering"""
+        for vals in vals_list:
+            # Find existing documents of the same type for the same order/assessment
+            domain = [('document_type', '=', vals.get('document_type'))]
+            
+            if vals.get('sale_order_id'):
+                domain.append(('sale_order_id', '=', vals.get('sale_order_id')))
+            if vals.get('assessment_id'):
+                domain.append(('assessment_id', '=', vals.get('assessment_id')))
+            
+            existing = self.search(domain, order='revision desc', limit=1)
+            
+            if existing:
+                # Mark existing as not current and increment revision
+                existing.is_current = False
+                vals['revision'] = existing.revision + 1
+            else:
+                vals['revision'] = 1
+            
+            vals['is_current'] = True
+        
+        return super().create(vals_list)
+
+    def action_download(self):
+        """Download the document"""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_url',
+            'url': f'/web/content/{self._name}/{self.id}/file/{self.filename}?download=true',
+            'target': 'self',
+        }
+
+    def get_document_url(self):
+        """Get the download URL for portal access"""
+        self.ensure_one()
+        return f'/my/authorizer/document/{self.id}/download'
+
+    @api.model
+    def get_documents_for_order(self, sale_order_id, document_type=None, current_only=True):
+        """Get documents for a sale order, optionally filtered by type"""
+        domain = [('sale_order_id', '=', sale_order_id)]
+        if document_type:
+            domain.append(('document_type', '=', document_type))
+        if current_only:
+            domain.append(('is_current', '=', True))
+        return self.search(domain, order='document_type, revision desc')
+
+    @api.model
+    def get_revision_history(self, sale_order_id, document_type):
+        """Get all revisions of a specific document type"""
+        return self.search([
+            ('sale_order_id', '=', sale_order_id),
+            ('document_type', '=', document_type),
+        ], order='revision desc')

fusion_authorizer_portal/fusion_authorizer_portal/models/authorizer_comment.py

@@ -0,0 +1,85 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class AuthorizerComment(models.Model):
+    _name = 'fusion.authorizer.comment'
+    _description = 'Authorizer/Sales Rep Comment'
+    _order = 'create_date desc'
+    _rec_name = 'display_name'
+
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        required=True,
+        ondelete='cascade',
+        index=True,
+    )
+    
+    assessment_id = fields.Many2one(
+        'fusion.assessment',
+        string='Assessment',
+        ondelete='cascade',
+        index=True,
+    )
+    
+    author_id = fields.Many2one(
+        'res.partner',
+        string='Author',
+        required=True,
+        default=lambda self: self.env.user.partner_id,
+        index=True,
+    )
+    
+    author_user_id = fields.Many2one(
+        'res.users',
+        string='Author User',
+        default=lambda self: self.env.user,
+        index=True,
+    )
+    
+    comment = fields.Text(
+        string='Comment',
+        required=True,
+    )
+    
+    comment_type = fields.Selection([
+        ('general', 'General Comment'),
+        ('question', 'Question'),
+        ('update', 'Status Update'),
+        ('internal', 'Internal Note'),
+    ], string='Type', default='general')
+    
+    is_internal = fields.Boolean(
+        string='Internal Only',
+        default=False,
+        help='If checked, this comment will not be visible to portal users',
+    )
+    
+    display_name = fields.Char(
+        string='Display Name',
+        compute='_compute_display_name',
+        store=True,
+    )
+
+    @api.depends('author_id', 'create_date')
+    def _compute_display_name(self):
+        for comment in self:
+            if comment.author_id and comment.create_date:
+                comment.display_name = f"{comment.author_id.name} - {comment.create_date.strftime('%Y-%m-%d %H:%M')}"
+            else:
+                comment.display_name = _('New Comment')
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        """Override create to set author from current user if not provided"""
+        for vals in vals_list:
+            if not vals.get('author_id'):
+                vals['author_id'] = self.env.user.partner_id.id
+            if not vals.get('author_user_id'):
+                vals['author_user_id'] = self.env.user.id
+        return super().create(vals_list)

fusion_authorizer_portal/fusion_authorizer_portal/models/pdf_template.py

@@ -0,0 +1,328 @@
+# -*- coding: utf-8 -*-
+# Fusion PDF Template Engine
+# Generic system for filling any funding agency's PDF forms
+
+import base64
+import logging
+from io import BytesIO
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionPdfTemplate(models.Model):
+    _name = 'fusion.pdf.template'
+    _description = 'PDF Form Template'
+    _order = 'category, name'
+
+    name = fields.Char(string='Template Name', required=True)
+    category = fields.Selection([
+        ('adp', 'ADP - Assistive Devices Program'),
+        ('mod', 'March of Dimes'),
+        ('odsp', 'ODSP'),
+        ('hardship', 'Hardship Funding'),
+        ('other', 'Other'),
+    ], string='Funding Agency', required=True, default='adp')
+    version = fields.Char(string='Form Version', default='1.0')
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('active', 'Active'),
+        ('archived', 'Archived'),
+    ], string='Status', default='draft', tracking=True)
+
+    # The actual PDF template file
+    pdf_file = fields.Binary(string='PDF Template', required=True, attachment=True)
+    pdf_filename = fields.Char(string='PDF Filename')
+    page_count = fields.Integer(
+        string='Page Count',
+        compute='_compute_page_count',
+        store=True,
+    )
+
+    # Page preview images for the visual editor
+    preview_ids = fields.One2many(
+        'fusion.pdf.template.preview', 'template_id',
+        string='Page Previews',
+    )
+
+    # Field positions configured via the visual editor
+    field_ids = fields.One2many(
+        'fusion.pdf.template.field', 'template_id',
+        string='Template Fields',
+    )
+    field_count = fields.Integer(
+        string='Fields',
+        compute='_compute_field_count',
+    )
+
+    notes = fields.Text(
+        string='Notes',
+        help='Usage notes, which assessments/forms use this template',
+    )
+
+    def write(self, vals):
+        res = super().write(vals)
+        if 'pdf_file' in vals and vals['pdf_file']:
+            for rec in self:
+                try:
+                    rec.action_generate_previews()
+                except Exception as e:
+                    _logger.warning("Auto preview generation failed for %s: %s", rec.name, e)
+        return res
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        records = super().create(vals_list)
+        for rec in records:
+            if rec.pdf_file:
+                try:
+                    rec.action_generate_previews()
+                except Exception as e:
+                    _logger.warning("Auto preview generation failed for %s: %s", rec.name, e)
+        return records
+
+    @api.depends('pdf_file')
+    def _compute_page_count(self):
+        for rec in self:
+            if rec.pdf_file:
+                try:
+                    from odoo.tools.pdf import PdfFileReader
+                    pdf_data = base64.b64decode(rec.pdf_file)
+                    reader = PdfFileReader(BytesIO(pdf_data))
+                    rec.page_count = reader.getNumPages()
+                except Exception as e:
+                    _logger.warning("Could not read PDF page count: %s", e)
+                    rec.page_count = 0
+            else:
+                rec.page_count = 0
+
+    def action_generate_previews(self):
+        """Generate PNG preview images from the PDF using poppler (pdftoppm).
+        Falls back gracefully if the PDF is protected or poppler is not available.
+        """
+        self.ensure_one()
+        if not self.pdf_file:
+            raise UserError(_('Please upload a PDF file first.'))
+
+        import subprocess
+        import tempfile
+        import os
+
+        pdf_data = base64.b64decode(self.pdf_file)
+
+        try:
+            with tempfile.TemporaryDirectory() as tmpdir:
+                pdf_path = os.path.join(tmpdir, 'template.pdf')
+                with open(pdf_path, 'wb') as f:
+                    f.write(pdf_data)
+
+                # Use pdftoppm to convert each page to PNG
+                result = subprocess.run(
+                    ['pdftoppm', '-png', '-r', '200', pdf_path, os.path.join(tmpdir, 'page')],
+                    capture_output=True, timeout=30,
+                )
+
+                if result.returncode != 0:
+                    stderr = result.stderr.decode('utf-8', errors='replace')
+                    _logger.warning("pdftoppm failed: %s", stderr)
+                    raise UserError(_(
+                        'Could not generate previews automatically. '
+                        'The PDF may be protected. Please upload preview images manually '
+                        'in the Page Previews tab (screenshots of each page).'
+                    ))
+
+                # Find generated PNG files
+                png_files = sorted([
+                    f for f in os.listdir(tmpdir)
+                    if f.startswith('page-') and f.endswith('.png')
+                ])
+
+                if not png_files:
+                    raise UserError(_('No pages were generated. Please upload preview images manually.'))
+
+                # Delete existing previews
+                self.preview_ids.unlink()
+
+                # Create preview records
+                for idx, png_file in enumerate(png_files):
+                    png_path = os.path.join(tmpdir, png_file)
+                    with open(png_path, 'rb') as f:
+                        image_data = base64.b64encode(f.read())
+
+                    self.env['fusion.pdf.template.preview'].create({
+                        'template_id': self.id,
+                        'page': idx + 1,
+                        'image': image_data,
+                        'image_filename': f'page_{idx + 1}.png',
+                    })
+
+                _logger.info("Generated %d preview images for template %s", len(png_files), self.name)
+
+        except subprocess.TimeoutExpired:
+            raise UserError(_('PDF conversion timed out. Please upload preview images manually.'))
+        except FileNotFoundError:
+            raise UserError(_(
+                'poppler-utils (pdftoppm) is not installed on the server. '
+                'Please upload preview images manually in the Page Previews tab.'
+            ))
+
+    @api.depends('field_ids')
+    def _compute_field_count(self):
+        for rec in self:
+            rec.field_count = len(rec.field_ids)
+
+    def action_activate(self):
+        """Set template to active."""
+        self.ensure_one()
+        if not self.pdf_file:
+            raise UserError(_('Please upload a PDF file before activating.'))
+        self.state = 'active'
+
+    def action_archive(self):
+        """Archive the template."""
+        self.ensure_one()
+        self.state = 'archived'
+
+    def action_reset_draft(self):
+        """Reset to draft."""
+        self.ensure_one()
+        self.state = 'draft'
+
+    def action_open_field_editor(self):
+        """Open the visual field position editor."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_url',
+            'url': f'/fusion/pdf-editor/{self.id}',
+            'target': 'new',
+        }
+
+    def generate_filled_pdf(self, context_data, signatures=None):
+        """Generate a filled PDF using this template and the provided data.
+
+        Args:
+            context_data: flat dict of {field_key: value}
+            signatures: dict of {field_key: binary_png} for signature fields
+
+        Returns:
+            bytes of the filled PDF
+        """
+        self.ensure_one()
+        if not self.pdf_file:
+            raise UserError(_('Template has no PDF file.'))
+        if self.state != 'active':
+            _logger.warning("Generating PDF from non-active template %s", self.name)
+
+        from ..utils.pdf_filler import PDFTemplateFiller
+
+        template_bytes = base64.b64decode(self.pdf_file)
+
+        # Build fields_by_page dict
+        fields_by_page = {}
+        for field in self.field_ids.filtered(lambda f: f.is_active):
+            page = field.page
+            if page not in fields_by_page:
+                fields_by_page[page] = []
+            fields_by_page[page].append({
+                'field_name': field.name,
+                'field_key': field.field_key or field.name,
+                'pos_x': field.pos_x,
+                'pos_y': field.pos_y,
+                'width': field.width,
+                'height': field.height,
+                'field_type': field.field_type,
+                'font_size': field.font_size,
+                'font_name': field.font_name or 'Helvetica',
+                'text_align': field.text_align or 'left',
+            })
+
+        return PDFTemplateFiller.fill_template(
+            template_bytes, fields_by_page, context_data, signatures
+        )
+
+
+class FusionPdfTemplatePreview(models.Model):
+    _name = 'fusion.pdf.template.preview'
+    _description = 'PDF Template Page Preview'
+    _order = 'page'
+
+    template_id = fields.Many2one(
+        'fusion.pdf.template', string='Template',
+        required=True, ondelete='cascade', index=True,
+    )
+    page = fields.Integer(string='Page Number', required=True, default=1)
+    image = fields.Binary(string='Page Image (PNG)', attachment=True)
+    image_filename = fields.Char(string='Image Filename')
+
+
+class FusionPdfTemplateField(models.Model):
+    _name = 'fusion.pdf.template.field'
+    _description = 'PDF Template Field'
+    _order = 'page, sequence'
+
+    template_id = fields.Many2one(
+        'fusion.pdf.template', string='Template',
+        required=True, ondelete='cascade', index=True,
+    )
+    name = fields.Char(
+        string='Field Name', required=True,
+        help='Internal identifier, e.g. client_last_name',
+    )
+    label = fields.Char(
+        string='Display Label',
+        help='Human-readable label shown in the editor, e.g. "Last Name"',
+    )
+    sequence = fields.Integer(string='Sequence', default=10)
+    page = fields.Integer(string='Page', default=1, required=True)
+
+    # Percentage-based positioning (0.0 to 1.0) -- same as sign.item
+    pos_x = fields.Float(
+        string='Position X', digits=(4, 3),
+        help='Horizontal position as ratio (0.0 = left edge, 1.0 = right edge)',
+    )
+    pos_y = fields.Float(
+        string='Position Y', digits=(4, 3),
+        help='Vertical position as ratio (0.0 = top edge, 1.0 = bottom edge)',
+    )
+    width = fields.Float(
+        string='Width', digits=(4, 3), default=0.150,
+        help='Width as ratio of page width',
+    )
+    height = fields.Float(
+        string='Height', digits=(4, 3), default=0.015,
+        help='Height as ratio of page height',
+    )
+
+    # Rendering settings
+    field_type = fields.Selection([
+        ('text', 'Text'),
+        ('checkbox', 'Checkbox'),
+        ('signature', 'Signature Image'),
+        ('date', 'Date'),
+    ], string='Field Type', default='text', required=True)
+    font_size = fields.Float(string='Font Size', default=10.0)
+    font_name = fields.Selection([
+        ('Helvetica', 'Helvetica'),
+        ('Courier', 'Courier'),
+        ('Times-Roman', 'Times Roman'),
+    ], string='Font', default='Helvetica')
+    text_align = fields.Selection([
+        ('left', 'Left'),
+        ('center', 'Center'),
+        ('right', 'Right'),
+    ], string='Text Alignment', default='left')
+
+    # Data mapping
+    field_key = fields.Char(
+        string='Data Key',
+        help='Key to look up in the data context dict.\n'
+             'Examples: client_last_name, client_health_card, consent_date, signature_page_11\n'
+             'The generating code passes a flat dict of all available data.',
+    )
+    default_value = fields.Char(
+        string='Default Value',
+        help='Fallback value if field_key returns empty',
+    )
+    is_active = fields.Boolean(string='Active', default=True)

fusion_authorizer_portal/fusion_authorizer_portal/models/res_partner.py

@@ -0,0 +1,764 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+from markupsafe import Markup, escape
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    # Portal Role Flags
+    is_authorizer = fields.Boolean(
+        string='Is Authorizer',
+        default=False,
+        help='Check if this partner is an Authorizer (OT/Therapist) who can access the Authorizer Portal',
+    )
+    is_sales_rep_portal = fields.Boolean(
+        string='Is Sales Rep (Portal)',
+        default=False,
+        help='Check if this partner is a Sales Rep who can access the Sales Rep Portal',
+    )
+    is_client_portal = fields.Boolean(
+        string='Is Client (Portal)',
+        default=False,
+        help='Check if this partner can access the Funding Claims Portal to view their claims',
+    )
+    is_technician_portal = fields.Boolean(
+        string='Is Technician (Portal)',
+        default=False,
+        help='Check if this partner is a Field Technician who can access the Technician Portal for deliveries',
+    )
+    
+    # Computed field for assigned deliveries (for technicians)
+    assigned_delivery_count = fields.Integer(
+        string='Assigned Deliveries',
+        compute='_compute_assigned_delivery_count',
+        help='Number of sale orders assigned to this partner as delivery technician',
+    )
+
+    # Geocoding coordinates (for travel time calculations)
+    x_fc_latitude = fields.Float(
+        string='Latitude',
+        digits=(10, 7),
+        help='GPS latitude of the partner address (auto-geocoded)',
+    )
+    x_fc_longitude = fields.Float(
+        string='Longitude',
+        digits=(10, 7),
+        help='GPS longitude of the partner address (auto-geocoded)',
+    )
+    
+    # Link to portal user account
+    authorizer_portal_user_id = fields.Many2one(
+        'res.users',
+        string='Portal User Account',
+        help='The portal user account linked to this authorizer/sales rep',
+        copy=False,
+    )
+    
+    # Portal access status tracking
+    portal_access_status = fields.Selection(
+        selection=[
+            ('no_access', 'No Access'),
+            ('invited', 'Invited'),
+            ('active', 'Active'),
+        ],
+        string='Portal Status',
+        compute='_compute_portal_access_status',
+        store=True,
+        help='Tracks portal access: No Access = no portal user, Invited = user created but never logged in, Active = user has logged in',
+    )
+    
+    # Computed counts
+    assigned_case_count = fields.Integer(
+        string='Assigned Cases',
+        compute='_compute_assigned_case_count',
+        help='Number of sale orders assigned to this partner as authorizer',
+    )
+    
+    assessment_count = fields.Integer(
+        string='Assessments',
+        compute='_compute_assessment_count',
+        help='Number of assessments linked to this partner',
+    )
+
+    @api.depends('authorizer_portal_user_id', 'authorizer_portal_user_id.login_date')
+    def _compute_portal_access_status(self):
+        """Compute portal access status based on user account and login history."""
+        for partner in self:
+            if not partner.authorizer_portal_user_id:
+                partner.portal_access_status = 'no_access'
+            elif partner.authorizer_portal_user_id.login_date:
+                partner.portal_access_status = 'active'
+            else:
+                partner.portal_access_status = 'invited'
+
+    @api.depends('is_authorizer')
+    def _compute_assigned_case_count(self):
+        """Count sale orders where this partner is the authorizer"""
+        SaleOrder = self.env['sale.order'].sudo()
+        for partner in self:
+            if partner.is_authorizer:
+                # Use x_fc_authorizer_id field from fusion_claims
+                domain = [('x_fc_authorizer_id', '=', partner.id)]
+                partner.assigned_case_count = SaleOrder.search_count(domain)
+            else:
+                partner.assigned_case_count = 0
+
+    @api.depends('is_authorizer', 'is_sales_rep_portal')
+    def _compute_assessment_count(self):
+        """Count assessments where this partner is involved"""
+        Assessment = self.env['fusion.assessment'].sudo()
+        for partner in self:
+            count = 0
+            if partner.is_authorizer:
+                count += Assessment.search_count([('authorizer_id', '=', partner.id)])
+            if partner.is_sales_rep_portal and partner.authorizer_portal_user_id:
+                count += Assessment.search_count([('sales_rep_id', '=', partner.authorizer_portal_user_id.id)])
+            partner.assessment_count = count
+
+    @api.depends('is_technician_portal')
+    def _compute_assigned_delivery_count(self):
+        """Count sale orders assigned to this partner as delivery technician"""
+        SaleOrder = self.env['sale.order'].sudo()
+        for partner in self:
+            if partner.is_technician_portal and partner.authorizer_portal_user_id:
+                # Technicians are linked via user_id in x_fc_delivery_technician_ids
+                domain = [('x_fc_delivery_technician_ids', 'in', [partner.authorizer_portal_user_id.id])]
+                partner.assigned_delivery_count = SaleOrder.search_count(domain)
+            else:
+                partner.assigned_delivery_count = 0
+
+    def _assign_portal_role_groups(self, portal_user):
+        """Assign role-specific portal groups to a portal user based on contact checkboxes."""
+        groups_to_add = []
+        if self.is_technician_portal:
+            g = self.env.ref('fusion_authorizer_portal.group_technician_portal', raise_if_not_found=False)
+            if g and g not in portal_user.group_ids:
+                groups_to_add.append((4, g.id))
+        if self.is_authorizer:
+            g = self.env.ref('fusion_authorizer_portal.group_authorizer_portal', raise_if_not_found=False)
+            if g and g not in portal_user.group_ids:
+                groups_to_add.append((4, g.id))
+        if self.is_sales_rep_portal:
+            g = self.env.ref('fusion_authorizer_portal.group_sales_rep_portal', raise_if_not_found=False)
+            if g and g not in portal_user.group_ids:
+                groups_to_add.append((4, g.id))
+        if groups_to_add:
+            portal_user.sudo().write({'group_ids': groups_to_add})
+
+    def _assign_internal_role_groups(self, internal_user):
+        """Assign backend groups to an internal user based on contact checkboxes.
+        Also sets x_fc_is_field_staff so the user appears in technician/staff dropdowns.
+        Returns list of group names that were added."""
+        added = []
+        needs_field_staff = False
+
+        if self.is_technician_portal:
+            # Add Field Technician group
+            g = self.env.ref('fusion_claims.group_field_technician', raise_if_not_found=False)
+            if g and g not in internal_user.group_ids:
+                internal_user.sudo().write({'group_ids': [(4, g.id)]})
+                added.append('Field Technician')
+            needs_field_staff = True
+
+        if self.is_sales_rep_portal:
+            # Internal sales reps don't need a portal group but should show in staff dropdowns
+            added.append('Sales Rep (internal)')
+            needs_field_staff = True
+
+        if self.is_authorizer:
+            # Internal authorizers already have full backend access
+            added.append('Authorizer (internal)')
+
+        # Mark as field staff so they appear in technician/delivery dropdowns
+        if needs_field_staff and hasattr(internal_user, 'x_fc_is_field_staff'):
+            if not internal_user.x_fc_is_field_staff:
+                internal_user.sudo().write({'x_fc_is_field_staff': True})
+                added.append('Field Staff')
+
+        return added
+
+    def action_grant_portal_access(self):
+        """Grant portal access to this partner, or update permissions for existing users."""
+        self.ensure_one()
+        
+        if not self.email:
+            raise UserError(_('Please set an email address before granting portal access.'))
+        
+        email_normalized = self.email.strip().lower()
+        
+        # ── Step 1: Find existing user ──
+        # Search by partner_id first (direct link)
+        existing_user = self.env['res.users'].sudo().search([
+            ('partner_id', '=', self.id),
+        ], limit=1)
+
+        # If not found by partner, search by email (handles internal users
+        # whose auto-created partner is different from this contact)
+        if not existing_user:
+            existing_user = self.env['res.users'].sudo().search([
+                '|',
+                ('login', '=ilike', email_normalized),
+                ('email', '=ilike', email_normalized),
+            ], limit=1)
+
+        # ── Step 2: Handle existing user ──
+        if existing_user:
+            from datetime import datetime
+            self.authorizer_portal_user_id = existing_user
+
+            if not existing_user.share:
+                # ── INTERNAL user: assign backend groups, do NOT add portal ──
+                groups_added = self._assign_internal_role_groups(existing_user)
+                groups_text = ', '.join(groups_added) if groups_added else 'No new groups needed'
+                chatter_msg = Markup(
+                    '<div style="border: 1px solid #6f42c1; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
+                    '<div style="background: #6f42c1; color: white; padding: 10px 12px; font-weight: 600;">'
+                    '<i class="fa fa-user-circle"></i> Internal User &mdash; Permissions Updated'
+                    '</div>'
+                    '<div style="padding: 12px; background: #f8f5ff;">'
+                    '<table style="font-size: 13px; width: 100%;">'
+                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">User:</td><td>{escape(existing_user.name)} (ID: {existing_user.id})</td></tr>'
+                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Login:</td><td>{escape(existing_user.login)}</td></tr>'
+                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Type:</td><td>Internal (backend) user</td></tr>'
+                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Groups added:</td><td>{escape(groups_text)}</td></tr>'
+                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Updated by:</td><td>{escape(self.env.user.name)}</td></tr>'
+                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Updated at:</td><td>{datetime.now().strftime("%Y-%m-%d %H:%M:%S")}</td></tr>'
+                    '</table>'
+                    '</div>'
+                    '</div>'
+                )
+                self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
+                notify_msg = _('Internal user detected. Backend permissions updated: %s') % groups_text
+            else:
+                # ── Existing PORTAL user: ensure role groups are set ──
+                portal_group = self.env.ref('base.group_portal', raise_if_not_found=False)
+                if portal_group and portal_group not in existing_user.group_ids:
+                    existing_user.sudo().write({'group_ids': [(4, portal_group.id)]})
+                self._assign_portal_role_groups(existing_user)
+                chatter_msg = Markup(
+                    '<div style="border: 1px solid #17a2b8; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
+                    '<div style="background: #17a2b8; color: white; padding: 10px 12px; font-weight: 600;">'
+                    '<i class="fa fa-check-circle"></i> Portal Access &mdash; Roles Updated'
+                    '</div>'
+                    '<div style="padding: 12px; background: #f0f9ff;">'
+                    '<table style="font-size: 13px; width: 100%;">'
+                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Status:</td><td>Portal user exists &mdash; roles updated</td></tr>'
+                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">User:</td><td>{escape(existing_user.name)} (ID: {existing_user.id})</td></tr>'
+                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Login:</td><td>{escape(existing_user.login)}</td></tr>'
+                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Checked by:</td><td>{escape(self.env.user.name)}</td></tr>'
+                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Checked at:</td><td>{datetime.now().strftime("%Y-%m-%d %H:%M:%S")}</td></tr>'
+                    '</table>'
+                    '</div>'
+                    '</div>'
+                )
+                self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
+                notify_msg = _('Portal user already exists — role groups updated (User ID: %s).') % existing_user.id
+
+            return {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': _('Access Updated'),
+                    'message': notify_msg,
+                    'type': 'info',
+                    'sticky': False,
+                }
+            }
+        
+        # No existing user found - create portal user directly
+        portal_group = self.env.ref('base.group_portal', raise_if_not_found=False)
+        if not portal_group:
+            raise UserError(_('Portal group not found. Please contact administrator.'))
+        
+        try:
+            # Create user without groups first (Odoo 17+ compatibility)
+            portal_user = self.env['res.users'].sudo().with_context(no_reset_password=True, knowledge_skip_onboarding_article=True).create({
+                'name': self.name,
+                'login': email_normalized,
+                'email': self.email,
+                'partner_id': self.id,
+                'active': True,
+            })
+            # Add portal group after creation
+            portal_user.sudo().write({
+                'group_ids': [(6, 0, [portal_group.id])],
+            })
+            # Assign role-specific portal groups based on contact checkboxes
+            self._assign_portal_role_groups(portal_user)
+            self.authorizer_portal_user_id = portal_user
+            
+            # Create welcome Knowledge article for the user
+            self._create_welcome_article(portal_user)
+            
+            # Send professional portal invitation email
+            email_sent = False
+            try:
+                email_sent = self._send_portal_invitation_email(portal_user)
+            except Exception as mail_error:
+                _logger.warning(f"Could not send portal invitation email: {mail_error}")
+            
+            # Post message in chatter
+            sent_by = self.env.user.name
+            from datetime import datetime
+            sent_at = datetime.now().strftime('%Y-%m-%d %H:%M:%S')
+            
+            if email_sent:
+                status_text = '<span style="color: green;">Invitation email sent successfully</span>'
+                border_color = '#28a745'
+                header_bg = '#28a745'
+                body_bg = '#f0fff0'
+            else:
+                status_text = '<span style="color: orange;">User created but email could not be sent</span>'
+                border_color = '#fd7e14'
+                header_bg = '#fd7e14'
+                body_bg = '#fff8f0'
+            
+            chatter_msg = Markup(
+                f'<div style="border: 1px solid {border_color}; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
+                f'<div style="background: {header_bg}; color: white; padding: 10px 12px; font-weight: 600;">'
+                '<i class="fa fa-envelope"></i> Portal Access Granted'
+                '</div>'
+                f'<div style="padding: 12px; background: {body_bg};">'
+                '<table style="font-size: 13px; width: 100%;">'
+                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Email:</td><td>{self.email}</td></tr>'
+                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent by:</td><td>{sent_by}</td></tr>'
+                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent at:</td><td>{sent_at}</td></tr>'
+                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">User ID:</td><td>{portal_user.id}</td></tr>'
+                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Status:</td><td>{status_text}</td></tr>'
+                '</table>'
+                '</div>'
+                '</div>'
+            )
+            
+            self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
+            
+            return {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': _('Portal Access Granted'),
+                    'message': _('Portal user created for %s. A password reset email has been sent.') % self.email,
+                    'type': 'success',
+                    'sticky': False,
+                }
+            }
+        except Exception as e:
+            _logger.error(f"Failed to create portal user: {e}")
+            raise UserError(_('Failed to create portal user: %s') % str(e))
+
+    def _create_welcome_article(self, portal_user):
+        """Create a role-specific welcome Knowledge article for the new portal user.
+        
+        Determines the role from partner flags and renders the matching template.
+        The article is private to the user and set as a favorite.
+        """
+        self.ensure_one()
+        
+        # Check if Knowledge module is installed
+        if 'knowledge.article' not in self.env:
+            _logger.info("Knowledge module not installed, skipping welcome article")
+            return
+        
+        # Determine role and template
+        if self.is_technician_portal:
+            template_xmlid = 'fusion_authorizer_portal.welcome_article_technician'
+            icon = '🔧'
+            title = f"Welcome {self.name} - Technician Portal"
+        elif self.is_authorizer:
+            template_xmlid = 'fusion_authorizer_portal.welcome_article_authorizer'
+            icon = '📋'
+            title = f"Welcome {self.name} - Authorizer Portal"
+        elif self.is_sales_rep_portal:
+            template_xmlid = 'fusion_authorizer_portal.welcome_article_sales_rep'
+            icon = '💼'
+            title = f"Welcome {self.name} - Sales Portal"
+        elif self.is_client_portal:
+            template_xmlid = 'fusion_authorizer_portal.welcome_article_client'
+            icon = '👤'
+            title = f"Welcome {self.name}"
+        else:
+            template_xmlid = 'fusion_authorizer_portal.welcome_article_client'
+            icon = '👋'
+            title = f"Welcome {self.name}"
+        
+        company = self.env.company
+        render_ctx = {
+            'user_name': self.name or 'Valued Partner',
+            'company_name': company.name or 'Our Company',
+            'company_email': company.email or '',
+            'company_phone': company.phone or '',
+        }
+        
+        try:
+            body = self.env['ir.qweb']._render(
+                template_xmlid,
+                render_ctx,
+                minimal_qcontext=True,
+                raise_if_not_found=False,
+            )
+            
+            if not body:
+                _logger.warning(f"Welcome article template not found: {template_xmlid}")
+                return
+            
+            article = self.env['knowledge.article'].sudo().create({
+                'name': title,
+                'icon': icon,
+                'body': body,
+                'internal_permission': 'none',
+                'is_article_visible_by_everyone': False,
+                'article_member_ids': [(0, 0, {
+                    'partner_id': self.id,
+                    'permission': 'write',
+                })],
+                'favorite_ids': [(0, 0, {
+                    'sequence': 0,
+                    'user_id': portal_user.id,
+                })],
+            })
+            
+            _logger.info(f"Created welcome article '{title}' (ID: {article.id}) for {self.name}")
+            
+        except Exception as e:
+            _logger.warning(f"Failed to create welcome article for {self.name}: {e}")
+
+    def _send_portal_invitation_email(self, portal_user, is_resend=False):
+        """Send a professional portal invitation email to the partner.
+        
+        Generates a signup URL and sends a branded invitation email
+        instead of the generic Odoo password reset email.
+        
+        Returns True if email was sent successfully, False otherwise.
+        """
+        self.ensure_one()
+        
+        # Generate signup token and build URL
+        partner = portal_user.sudo().partner_id
+        
+        # Set signup type to 'signup' - this auto-logs in after password is set
+        partner.signup_prepare(signup_type='signup')
+        
+        # Use Odoo's built-in URL generation with signup_email context
+        # so the email is pre-filled and user just sets password
+        signup_urls = partner.with_context(
+            signup_valid=True,
+            create_user=True,
+        )._get_signup_url_for_action()
+        signup_url = signup_urls.get(partner.id)
+        
+        if not signup_url:
+            base_url = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
+            signup_url = f"{base_url}/web/reset_password"
+            _logger.warning(f"Could not generate signup URL for {self.email}, using generic reset page")
+        
+        company = self.env.company
+        company_name = company.name or 'Our Company'
+        base_url = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
+        partner_name = self.name or 'Valued Partner'
+        
+        subject = f"You're Invited to the {company_name} Portal" if not is_resend else f"Portal Access Reminder - {company_name}"
+        
+        invite_text = 'We are pleased to invite you' if not is_resend else 'This is a reminder that you have been invited'
+        body_html = (
+            f'<div style="font-family:-apple-system,BlinkMacSystemFont,\'Segoe UI\',Roboto,Arial,sans-serif;'
+            f'max-width:600px;margin:0 auto;color:#2d3748;">'
+            f'<div style="height:4px;background-color:#2B6CB0;"></div>'
+            f'<div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">'
+            f'<p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;'
+            f'text-transform:uppercase;margin:0 0 24px 0;">{company_name}</p>'
+            f'<h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">Portal Invitation</h2>'
+            f'<p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">'
+            f'Dear {partner_name}, {invite_text} to access the <strong>{company_name} Portal</strong>.</p>'
+            f'<p style="color:#2d3748;font-size:14px;line-height:1.6;margin:0 0 20px 0;">'
+            f'With the portal you can:</p>'
+            f'<ul style="color:#2d3748;font-size:14px;line-height:1.8;margin:0 0 24px 0;padding-left:20px;">'
+            f'<li>View and manage your assigned cases</li>'
+            f'<li>Complete assessments online</li>'
+            f'<li>Track application status and progress</li>'
+            f'<li>Access important documents</li></ul>'
+            f'<p style="text-align:center;margin:28px 0;">'
+            f'<a href="{signup_url}" style="display:inline-block;background:#2B6CB0;color:#ffffff;'
+            f'padding:12px 28px;text-decoration:none;border-radius:6px;font-size:14px;font-weight:600;">'
+            f'Accept Invitation &amp; Set Password</a></p>'
+            f'<p style="font-size:12px;color:#718096;text-align:center;margin:0 0 20px 0;">'
+            f'If the button does not work, copy this link: '
+            f'<a href="{signup_url}" style="color:#2B6CB0;word-break:break-all;">{signup_url}</a></p>'
+            f'<div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">'
+            f'<p style="margin:0;font-size:14px;color:#2d3748;">'
+            f'After setting your password, access the portal anytime at: '
+            f'<a href="{base_url}/my" style="color:#2B6CB0;">{base_url}/my</a></p></div>'
+            f'<p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">'
+            f'Best regards,<br/><strong>{company_name} Team</strong></p>'
+            f'</div>'
+            f'<div style="padding:16px 28px;text-align:center;">'
+            f'<p style="color:#a0aec0;font-size:11px;margin:0;">'
+            f'This is an automated message from {company_name}.</p></div></div>'
+        )
+        
+        mail_values = {
+            'subject': subject,
+            'body_html': body_html,
+            'email_to': self.email,
+            'email_from': company.email or self.env.user.email or 'noreply@example.com',
+            'auto_delete': True,
+        }
+        
+        try:
+            mail = self.env['mail.mail'].sudo().create(mail_values)
+            mail.send()
+            _logger.info(f"Portal invitation email sent to {self.email}")
+            return True
+        except Exception as e:
+            _logger.error(f"Failed to send portal invitation email to {self.email}: {e}")
+            return False
+
+    def action_resend_portal_invitation(self):
+        """Resend portal invitation email to an existing portal user."""
+        self.ensure_one()
+        
+        if not self.authorizer_portal_user_id:
+            raise UserError(_('No portal user found for this contact. Use "Send Portal Invitation" instead.'))
+        
+        portal_user = self.authorizer_portal_user_id
+        
+        # Send professional portal invitation email
+        email_sent = False
+        try:
+            email_sent = self._send_portal_invitation_email(portal_user, is_resend=True)
+        except Exception as mail_error:
+            _logger.warning(f"Could not send portal invitation email: {mail_error}")
+        
+        # Post in chatter
+        from datetime import datetime
+        sent_by = self.env.user.name
+        sent_at = datetime.now().strftime('%Y-%m-%d %H:%M:%S')
+        
+        if email_sent:
+            chatter_msg = Markup(
+                '<div style="border: 1px solid #17a2b8; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
+                '<div style="background: #17a2b8; color: white; padding: 10px 12px; font-weight: 600;">'
+                '<i class="fa fa-refresh"></i> Portal Invitation Resent'
+                '</div>'
+                '<div style="padding: 12px; background: #f0f9ff;">'
+                '<table style="font-size: 13px; width: 100%%;">'
+                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Email:</td><td>{self.email}</td></tr>'
+                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent by:</td><td>{sent_by}</td></tr>'
+                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent at:</td><td>{sent_at}</td></tr>'
+                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">User ID:</td><td>{portal_user.id}</td></tr>'
+                '<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Status:</td>'
+                '<td style="color: green;">Invitation email resent successfully</td></tr>'
+                '</table>'
+                '</div>'
+                '</div>'
+            )
+        else:
+            chatter_msg = Markup(
+                '<div style="border: 1px solid #fd7e14; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
+                '<div style="background: #fd7e14; color: white; padding: 10px 12px; font-weight: 600;">'
+                '<i class="fa fa-refresh"></i> Portal Invitation Resend Attempted'
+                '</div>'
+                '<div style="padding: 12px; background: #fff8f0;">'
+                '<table style="font-size: 13px; width: 100%%;">'
+                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Email:</td><td>{self.email}</td></tr>'
+                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent by:</td><td>{sent_by}</td></tr>'
+                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent at:</td><td>{sent_at}</td></tr>'
+                '<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Status:</td>'
+                '<td style="color: orange;">Email could not be sent - check mail configuration</td></tr>'
+                '</table>'
+                '</div>'
+                '</div>'
+            )
+        
+        self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
+        
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Portal Invitation Resent') if email_sent else _('Email Failed'),
+                'message': _('Portal invitation resent to %s.') % self.email if email_sent else _('Could not send email. Check mail configuration.'),
+                'type': 'success' if email_sent else 'warning',
+                'sticky': False,
+            }
+        }
+
+    def action_view_assigned_cases(self):
+        """Open the list of assigned sale orders"""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Assigned Cases'),
+            'res_model': 'sale.order',
+            'view_mode': 'list,form',
+            'domain': [('x_fc_authorizer_id', '=', self.id)],
+            'context': {'default_x_fc_authorizer_id': self.id},
+        }
+
+    def action_view_assessments(self):
+        """Open the list of assessments for this partner"""
+        self.ensure_one()
+        domain = []
+        if self.is_authorizer:
+            domain = [('authorizer_id', '=', self.id)]
+        elif self.is_sales_rep_portal and self.authorizer_portal_user_id:
+            domain = [('sales_rep_id', '=', self.authorizer_portal_user_id.id)]
+        
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Assessments'),
+            'res_model': 'fusion.assessment',
+            'view_mode': 'list,form',
+            'domain': domain,
+        }
+
+    # ==================== BATCH ACTIONS ====================
+
+    def action_mark_as_authorizer(self):
+        """Batch action to mark selected contacts as authorizers"""
+        self.write({'is_authorizer': True})
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Authorizers Updated'),
+                'message': _('%d contact(s) marked as authorizer.') % len(self),
+                'type': 'success',
+                'sticky': False,
+            }
+        }
+
+    def action_batch_send_portal_invitation(self):
+        """Batch action to send portal invitations to selected authorizers"""
+        sent_count = 0
+        skipped_no_email = 0
+        skipped_not_authorizer = 0
+        skipped_has_access = 0
+        errors = []
+        
+        for partner in self:
+            if not partner.is_authorizer:
+                skipped_not_authorizer += 1
+                continue
+            if not partner.email:
+                skipped_no_email += 1
+                continue
+            if partner.authorizer_portal_user_id:
+                skipped_has_access += 1
+                continue
+            
+            try:
+                partner.action_grant_portal_access()
+                sent_count += 1
+            except Exception as e:
+                errors.append(f"{partner.name}: {str(e)}")
+        
+        # Build result message
+        messages = []
+        if sent_count:
+            messages.append(_('%d invitation(s) sent successfully.') % sent_count)
+        if skipped_not_authorizer:
+            messages.append(_('%d skipped (not marked as authorizer).') % skipped_not_authorizer)
+        if skipped_no_email:
+            messages.append(_('%d skipped (no email).') % skipped_no_email)
+        if skipped_has_access:
+            messages.append(_('%d skipped (already has portal access).') % skipped_has_access)
+        if errors:
+            messages.append(_('%d error(s) occurred.') % len(errors))
+        
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Portal Invitations'),
+                'message': ' '.join(messages),
+                'type': 'success' if sent_count and not errors else 'warning' if not errors else 'danger',
+                'sticky': True if errors else False,
+            }
+        }
+
+    def action_mark_and_send_invitation(self):
+        """Combined action: mark as authorizer and send invitation"""
+        self.action_mark_as_authorizer()
+        return self.action_batch_send_portal_invitation()
+
+    def action_view_assigned_deliveries(self):
+        """Open the list of assigned deliveries for technician"""
+        self.ensure_one()
+        if not self.authorizer_portal_user_id:
+            raise UserError(_('This partner does not have a portal user account.'))
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Assigned Deliveries'),
+            'res_model': 'sale.order',
+            'view_mode': 'list,form',
+            'domain': [('x_fc_delivery_technician_ids', 'in', [self.authorizer_portal_user_id.id])],
+        }
+
+    def action_mark_as_technician(self):
+        """Batch action to mark selected contacts as technicians"""
+        self.write({'is_technician_portal': True})
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Technicians Updated'),
+                'message': _('%d contact(s) marked as technician.') % len(self),
+                'type': 'success',
+                'sticky': False,
+            }
+        }
+
+    # ------------------------------------------------------------------
+    # GEOCODING
+    # ------------------------------------------------------------------
+
+    def _geocode_address(self):
+        """Geocode partner address using Google Geocoding API and cache lat/lng."""
+        import requests as http_requests
+        api_key = self.env['ir.config_parameter'].sudo().get_param(
+            'fusion_claims.google_maps_api_key', ''
+        )
+        if not api_key:
+            return
+
+        for partner in self:
+            parts = [partner.street, partner.city,
+                     partner.state_id.name if partner.state_id else '',
+                     partner.zip]
+            address = ', '.join([p for p in parts if p])
+            if not address:
+                continue
+            try:
+                resp = http_requests.get(
+                    'https://maps.googleapis.com/maps/api/geocode/json',
+                    params={'address': address, 'key': api_key, 'region': 'ca'},
+                    timeout=10,
+                )
+                data = resp.json()
+                if data.get('status') == 'OK' and data.get('results'):
+                    loc = data['results'][0]['geometry']['location']
+                    partner.write({
+                        'x_fc_latitude': loc['lat'],
+                        'x_fc_longitude': loc['lng'],
+                    })
+            except Exception as e:
+                _logger.warning(f"Geocoding failed for partner {partner.id}: {e}")
+
+    def write(self, vals):
+        """Override write to auto-geocode when address changes."""
+        res = super().write(vals)
+        address_fields = {'street', 'city', 'state_id', 'zip', 'country_id'}
+        if address_fields & set(vals.keys()):
+            # Check if distance matrix is enabled before geocoding
+            enabled = self.env['ir.config_parameter'].sudo().get_param(
+                'fusion_claims.google_distance_matrix_enabled', False
+            )
+            if enabled:
+                self._geocode_address()
+        return res

fusion_authorizer_portal/fusion_authorizer_portal/models/res_users.py

@@ -0,0 +1,119 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, models, _
+from odoo.exceptions import UserError
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class PortalWizardUser(models.TransientModel):
+    """Override standard portal wizard to handle internal users with Fusion roles."""
+    _inherit = 'portal.wizard.user'
+
+    def action_grant_access(self):
+        """Override: Handle Fusion portal roles when granting portal access.
+        - Internal users with Fusion roles: assign backend groups, skip portal.
+        - Portal users with Fusion roles: standard flow + assign role groups.
+        """
+        self.ensure_one()
+        partner = self.partner_id
+
+        # Check if the partner has any Fusion portal flags
+        has_fusion_role = getattr(partner, 'is_technician_portal', False) or \
+                          getattr(partner, 'is_authorizer', False) or \
+                          getattr(partner, 'is_sales_rep_portal', False)
+
+        # Find the linked user
+        user = self.user_id
+        if user and user._is_internal() and has_fusion_role:
+            # Internal user with Fusion roles -- assign backend groups, no portal
+            partner._assign_internal_role_groups(user)
+            partner.authorizer_portal_user_id = user
+            return {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': _('Internal User Updated'),
+                    'message': _('%s is an internal user. Backend permissions updated (no portal access needed).') % partner.name,
+                    'type': 'info',
+                    'sticky': True,
+                }
+            }
+
+        # Standard Odoo portal flow (creates user, sends email, etc.)
+        result = super().action_grant_access()
+
+        # After standard flow, assign Fusion portal role groups
+        if has_fusion_role:
+            portal_user = self.user_id
+            if not portal_user:
+                # Fallback: find the user that was just created
+                portal_user = self.env['res.users'].sudo().search([
+                    ('partner_id', '=', partner.id),
+                    ('share', '=', True),
+                    ('active', '=', True),
+                ], limit=1)
+            if portal_user:
+                partner._assign_portal_role_groups(portal_user)
+                if not partner.authorizer_portal_user_id:
+                    partner.authorizer_portal_user_id = portal_user
+                _logger.info("Assigned Fusion portal role groups to user %s (partner: %s)",
+                             portal_user.login, partner.name)
+
+        return result
+
+
+class ResUsers(models.Model):
+    _inherit = 'res.users'
+
+    def _generate_tutorial_articles(self):
+        """Override to create custom welcome articles for internal staff
+        instead of the default Odoo Knowledge onboarding article.
+        """
+        if 'knowledge.article' not in self.env:
+            return super()._generate_tutorial_articles()
+
+        for user in self:
+            company = user.company_id or self.env.company
+            render_ctx = {
+                'user_name': user.name or 'Team Member',
+                'company_name': company.name or 'Our Company',
+                'company_email': company.email or '',
+                'company_phone': company.phone or '',
+            }
+
+            try:
+                body = self.env['ir.qweb']._render(
+                    'fusion_authorizer_portal.welcome_article_internal',
+                    render_ctx,
+                    minimal_qcontext=True,
+                    raise_if_not_found=False,
+                )
+
+                if not body:
+                    _logger.warning("Internal staff welcome template not found, using default")
+                    return super()._generate_tutorial_articles()
+
+                self.env['knowledge.article'].sudo().create({
+                    'name': f"Welcome {user.name} - {company.name}",
+                    'icon': '🏢',
+                    'body': body,
+                    'internal_permission': 'none',
+                    'is_article_visible_by_everyone': False,
+                    'article_member_ids': [(0, 0, {
+                        'partner_id': user.partner_id.id,
+                        'permission': 'write',
+                    })],
+                    'favorite_ids': [(0, 0, {
+                        'sequence': 0,
+                        'user_id': user.id,
+                    })],
+                })
+
+                _logger.info(f"Created custom welcome article for internal user {user.name}")
+
+            except Exception as e:
+                _logger.warning(f"Failed to create custom welcome article for {user.name}: {e}")
+                # Fall back to default
+                super(ResUsers, user)._generate_tutorial_articles()

fusion_authorizer_portal/fusion_authorizer_portal/models/sale_order.py

@@ -0,0 +1,250 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    # Comments from portal users
+    portal_comment_ids = fields.One2many(
+        'fusion.authorizer.comment',
+        'sale_order_id',
+        string='Portal Comments',
+    )
+    
+    portal_comment_count = fields.Integer(
+        string='Comment Count',
+        compute='_compute_portal_comment_count',
+    )
+    
+    # Documents uploaded via portal
+    portal_document_ids = fields.One2many(
+        'fusion.adp.document',
+        'sale_order_id',
+        string='Portal Documents',
+    )
+    
+    portal_document_count = fields.Integer(
+        string='Document Count',
+        compute='_compute_portal_document_count',
+    )
+    
+    # Link to assessment
+    assessment_id = fields.Many2one(
+        'fusion.assessment',
+        string='Source Assessment',
+        readonly=True,
+        help='The assessment that created this sale order',
+    )
+    
+    # Authorizer helper field (consolidates multiple possible fields)
+    portal_authorizer_id = fields.Many2one(
+        'res.partner',
+        string='Authorizer (Portal)',
+        compute='_compute_portal_authorizer_id',
+        store=True,
+        help='Consolidated authorizer field for portal access',
+    )
+
+    @api.depends('portal_comment_ids')
+    def _compute_portal_comment_count(self):
+        for order in self:
+            order.portal_comment_count = len(order.portal_comment_ids)
+
+    @api.depends('portal_document_ids')
+    def _compute_portal_document_count(self):
+        for order in self:
+            order.portal_document_count = len(order.portal_document_ids)
+
+    @api.depends('x_fc_authorizer_id')
+    def _compute_portal_authorizer_id(self):
+        """Get authorizer from x_fc_authorizer_id field"""
+        for order in self:
+            order.portal_authorizer_id = order.x_fc_authorizer_id
+
+    def write(self, vals):
+        """Override write to send notification when authorizer is assigned."""
+        old_authorizers = {
+            order.id: order.x_fc_authorizer_id.id if order.x_fc_authorizer_id else False
+            for order in self
+        }
+        
+        result = super().write(vals)
+        
+        # Check for authorizer changes
+        if 'x_fc_authorizer_id' in vals:
+            for order in self:
+                old_auth = old_authorizers.get(order.id)
+                new_auth = vals.get('x_fc_authorizer_id')
+                if new_auth and new_auth != old_auth:
+                    order._send_authorizer_assignment_notification()
+        
+        # NOTE: Generic status change notifications removed.
+        # Each status transition already sends its own detailed email
+        # from fusion_claims (approval, denial, submission, billed, etc.)
+        # A generic "status changed" email on top was redundant and lacked detail.
+        
+        return result
+
+    def action_message_authorizer(self):
+        """Open composer to send message to authorizer only"""
+        self.ensure_one()
+        if not self.x_fc_authorizer_id:
+            return {'type': 'ir.actions.act_window_close'}
+        
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Message Authorizer',
+            'res_model': 'mail.compose.message',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'default_model': 'sale.order',
+                'default_res_ids': [self.id],
+                'default_partner_ids': [self.x_fc_authorizer_id.id],
+                'default_composition_mode': 'comment',
+                'default_subtype_xmlid': 'mail.mt_note',
+            },
+        }
+
+    def _send_authorizer_assignment_notification(self):
+        """Send email when an authorizer is assigned to the order"""
+        self.ensure_one()
+        
+        if not self.x_fc_authorizer_id or not self.x_fc_authorizer_id.email:
+            return
+        
+        try:
+            template = self.env.ref('fusion_authorizer_portal.mail_template_case_assigned', raise_if_not_found=False)
+            if template:
+                template.send_mail(self.id, force_send=False)
+                _logger.info(f"Sent case assignment notification to {self.x_fc_authorizer_id.email} for {self.name}")
+        except Exception as e:
+            _logger.error(f"Failed to send authorizer assignment notification: {e}")
+
+    # _send_status_change_notification removed -- redundant.
+    # Each workflow transition in fusion_claims sends its own detailed email.
+
+    def action_view_portal_comments(self):
+        """View portal comments"""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Portal Comments'),
+            'res_model': 'fusion.authorizer.comment',
+            'view_mode': 'list,form',
+            'domain': [('sale_order_id', '=', self.id)],
+            'context': {'default_sale_order_id': self.id},
+        }
+
+    def action_view_portal_documents(self):
+        """View portal documents"""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Portal Documents'),
+            'res_model': 'fusion.adp.document',
+            'view_mode': 'list,form',
+            'domain': [('sale_order_id', '=', self.id)],
+            'context': {'default_sale_order_id': self.id},
+        }
+
+    def get_portal_display_data(self):
+        """Get data for portal display, excluding sensitive information"""
+        self.ensure_one()
+        
+        return {
+            'id': self.id,
+            'name': self.name,
+            'date_order': self.date_order,
+            'state': self.state,
+            'state_display': dict(self._fields['state'].selection).get(self.state, self.state),
+            'partner_name': self.partner_id.name if self.partner_id else '',
+            'partner_address': self._get_partner_address_display(),
+            'client_reference_1': self.x_fc_client_ref_1 or '',
+            'client_reference_2': self.x_fc_client_ref_2 or '',
+            'claim_number': self.x_fc_claim_number or '',
+            'authorizer_name': self.x_fc_authorizer_id.name if self.x_fc_authorizer_id else '',
+            'sales_rep_name': self.user_id.name if self.user_id else '',
+            'product_lines': self._get_product_lines_for_portal(),
+            'comment_count': self.portal_comment_count,
+            'document_count': self.portal_document_count,
+        }
+
+    def _get_partner_address_display(self):
+        """Get formatted partner address for display"""
+        if not self.partner_id:
+            return ''
+        
+        parts = []
+        if self.partner_id.street:
+            parts.append(self.partner_id.street)
+        if self.partner_id.city:
+            city_part = self.partner_id.city
+            if self.partner_id.state_id:
+                city_part += f", {self.partner_id.state_id.name}"
+            if self.partner_id.zip:
+                city_part += f" {self.partner_id.zip}"
+            parts.append(city_part)
+        
+        return ', '.join(parts)
+
+    def _get_product_lines_for_portal(self):
+        """Get product lines for portal display (excluding costs)"""
+        lines = []
+        for line in self.order_line:
+            lines.append({
+                'id': line.id,
+                'product_name': line.product_id.name if line.product_id else line.name,
+                'quantity': line.product_uom_qty,
+                'uom': line.product_uom_id.name if line.product_uom_id else '',
+                'adp_code': line.x_fc_adp_device_code or '' if hasattr(line, 'x_fc_adp_device_code') else '',
+                'device_type': '',
+                'serial_number': line.x_fc_serial_number or '' if hasattr(line, 'x_fc_serial_number') else '',
+            })
+        return lines
+
+    @api.model
+    def get_authorizer_portal_cases(self, partner_id, search_query=None, limit=100, offset=0):
+        """Get cases for authorizer portal with optional search"""
+        domain = [('x_fc_authorizer_id', '=', partner_id)]
+        
+        # Add search if provided
+        if search_query:
+            search_domain = self._build_search_domain(search_query)
+            domain = ['&'] + domain + search_domain
+        
+        orders = self.sudo().search(domain, limit=limit, offset=offset, order='date_order desc, id desc')
+        return orders
+
+    @api.model
+    def get_sales_rep_portal_cases(self, user_id, search_query=None, limit=100, offset=0):
+        """Get cases for sales rep portal with optional search"""
+        domain = [('user_id', '=', user_id)]
+        
+        # Add search if provided
+        if search_query:
+            search_domain = self._build_search_domain(search_query)
+            domain = domain + search_domain
+        
+        orders = self.sudo().search(domain, limit=limit, offset=offset, order='date_order desc, id desc')
+        return orders
+
+    def _build_search_domain(self, query):
+        """Build search domain for portal search"""
+        if not query or len(query) < 2:
+            return []
+        
+        search_domain = [
+            '|', '|', '|', '|',
+            ('partner_id.name', 'ilike', query),
+            ('x_fc_claim_number', 'ilike', query),
+            ('x_fc_client_ref_1', 'ilike', query),
+            ('x_fc_client_ref_2', 'ilike', query),
+        ]
+        
+        return search_domain

fusion_authorizer_portal/fusion_authorizer_portal/security/ir.model.access.csv

@@ -0,0 +1,12 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_fusion_authorizer_comment_user,fusion.authorizer.comment.user,model_fusion_authorizer_comment,base.group_user,1,1,1,1
+access_fusion_authorizer_comment_portal,fusion.authorizer.comment.portal,model_fusion_authorizer_comment,base.group_portal,1,1,1,0
+access_fusion_adp_document_user,fusion.adp.document.user,model_fusion_adp_document,base.group_user,1,1,1,1
+access_fusion_adp_document_portal,fusion.adp.document.portal,model_fusion_adp_document,base.group_portal,1,0,1,0
+access_fusion_assessment_user,fusion.assessment.user,model_fusion_assessment,base.group_user,1,1,1,1
+access_fusion_assessment_portal,fusion.assessment.portal,model_fusion_assessment,base.group_portal,1,1,1,0
+access_fusion_accessibility_assessment_user,fusion.accessibility.assessment.user,model_fusion_accessibility_assessment,base.group_user,1,1,1,1
+access_fusion_accessibility_assessment_portal,fusion.accessibility.assessment.portal,model_fusion_accessibility_assessment,base.group_portal,1,1,1,0
+access_fusion_pdf_template_user,fusion.pdf.template.user,model_fusion_pdf_template,base.group_user,1,1,1,1
+access_fusion_pdf_template_preview_user,fusion.pdf.template.preview.user,model_fusion_pdf_template_preview,base.group_user,1,1,1,1
+access_fusion_pdf_template_field_user,fusion.pdf.template.field.user,model_fusion_pdf_template_field,base.group_user,1,1,1,1

fusion_authorizer_portal/fusion_authorizer_portal/security/portal_security.xml

@@ -0,0 +1,140 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Portal Groups - grouped under Fusion Claims privilege -->
+    <record id="group_authorizer_portal" model="res.groups">
+        <field name="name">Authorizer Portal User</field>
+        <field name="privilege_id" ref="fusion_claims.res_groups_privilege_fusion_claims"/>
+        <field name="comment">Portal users who are Authorizers (OTs/Therapists)</field>
+    </record>
+
+    <record id="group_sales_rep_portal" model="res.groups">
+        <field name="name">Sales Rep Portal User</field>
+        <field name="privilege_id" ref="fusion_claims.res_groups_privilege_fusion_claims"/>
+        <field name="comment">Portal users who are Sales Representatives</field>
+    </record>
+
+    <record id="group_technician_portal" model="res.groups">
+        <field name="name">Technician Portal User</field>
+        <field name="privilege_id" ref="fusion_claims.res_groups_privilege_fusion_claims"/>
+        <field name="comment">Portal users who are Field Technicians for deliveries</field>
+    </record>
+
+    <!-- Authorizer Comment Access Rules -->
+    <record id="rule_comment_authorizer_own" model="ir.rule">
+        <field name="name">Authorizer: Own Comments</field>
+        <field name="model_id" ref="model_fusion_authorizer_comment"/>
+        <field name="domain_force">[('author_id', '=', user.partner_id.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="True"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <record id="rule_comment_view_on_order" model="ir.rule">
+        <field name="name">Portal: View Comments on Assigned Orders</field>
+        <field name="model_id" ref="model_fusion_authorizer_comment"/>
+        <field name="domain_force">[
+            '|',
+            ('sale_order_id.x_fc_authorizer_id', '=', user.partner_id.id),
+            ('sale_order_id.user_id', '=', user.id),
+            ('is_internal', '=', False)
+        ]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="False"/>
+        <field name="perm_create" eval="False"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <!-- ADP Document Access Rules -->
+    <record id="rule_document_portal_read" model="ir.rule">
+        <field name="name">Portal: Read Documents on Assigned Orders</field>
+        <field name="model_id" ref="model_fusion_adp_document"/>
+        <field name="domain_force">[
+            '|',
+            ('sale_order_id.x_fc_authorizer_id', '=', user.partner_id.id),
+            ('sale_order_id.user_id', '=', user.id)
+        ]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="False"/>
+        <field name="perm_create" eval="False"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <record id="rule_document_authorizer_create" model="ir.rule">
+        <field name="name">Authorizer: Create Documents on Assigned Orders</field>
+        <field name="model_id" ref="model_fusion_adp_document"/>
+        <field name="domain_force">[
+            ('sale_order_id.x_fc_authorizer_id', '=', user.partner_id.id),
+            ('document_type', '!=', 'submitted_final')
+        ]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <field name="perm_read" eval="False"/>
+        <field name="perm_write" eval="False"/>
+        <field name="perm_create" eval="True"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <!-- Assessment Access Rules -->
+    <record id="rule_assessment_authorizer" model="ir.rule">
+        <field name="name">Authorizer: Own Assessments</field>
+        <field name="model_id" ref="model_fusion_assessment"/>
+        <field name="domain_force">[('authorizer_id', '=', user.partner_id.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="True"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <record id="rule_assessment_sales_rep" model="ir.rule">
+        <field name="name">Sales Rep: Own Assessments</field>
+        <field name="model_id" ref="model_fusion_assessment"/>
+        <field name="domain_force">[('sales_rep_id', '=', user.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="True"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <!-- Sale Order Access - Extend for Portal -->
+    <record id="rule_sale_order_authorizer_portal" model="ir.rule">
+        <field name="name">Authorizer Portal: Assigned Orders</field>
+        <field name="model_id" ref="sale.model_sale_order"/>
+        <field name="domain_force">[('x_fc_authorizer_id', '=', user.partner_id.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="False"/>
+        <field name="perm_create" eval="False"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <!-- Technician Portal: Access orders assigned for delivery -->
+    <record id="rule_sale_order_technician_portal" model="ir.rule">
+        <field name="name">Technician Portal: Assigned Deliveries</field>
+        <field name="model_id" ref="sale.model_sale_order"/>
+        <field name="domain_force">[('x_fc_delivery_technician_ids', 'in', [user.id])]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="False"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <!-- Sales Rep Portal: Access own orders for POD -->
+    <record id="rule_sale_order_sales_rep_portal" model="ir.rule">
+        <field name="name">Sales Rep Portal: Own Orders</field>
+        <field name="model_id" ref="sale.model_sale_order"/>
+        <field name="domain_force">[('user_id', '=', user.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="False"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/static/src/css/portal_style.css

@@ -0,0 +1,864 @@
+/* Fusion Authorizer Portal - Custom Styles */
+/* Color Scheme: Dark Blue (#1a365d, #2c5282) with Green accents (#38a169) */
+
+:root {
+    --portal-primary: #1a365d;
+    --portal-primary-light: #2c5282;
+    --portal-accent: #38a169;
+    --portal-accent-light: #48bb78;
+    --portal-dark: #1a202c;
+    --portal-gray: #718096;
+    --portal-light: #f7fafc;
+}
+
+/* Portal Header Styling - Only for Fusion Portal pages */
+/* Removed global navbar styling to prevent affecting other portal pages */
+
+/* Card Headers with Portal Theme */
+.card-header.bg-dark {
+    background: linear-gradient(135deg, var(--portal-primary) 0%, var(--portal-primary-light) 100%) !important;
+}
+
+.card-header.bg-primary {
+    background: var(--portal-primary-light) !important;
+}
+
+.card-header.bg-success {
+    background: var(--portal-accent) !important;
+}
+
+/* Stat Cards */
+.card.bg-primary {
+    background: linear-gradient(135deg, var(--portal-primary) 0%, var(--portal-primary-light) 100%) !important;
+}
+
+.card.bg-success {
+    background: linear-gradient(135deg, var(--portal-accent) 0%, var(--portal-accent-light) 100%) !important;
+}
+
+/* Table Styling */
+.table-dark th {
+    background: var(--portal-primary) !important;
+}
+
+.table-success th {
+    background: var(--portal-accent) !important;
+    color: white !important;
+}
+
+.table-info th {
+    background: var(--portal-primary-light) !important;
+    color: white !important;
+}
+
+/* Badges */
+.badge.bg-primary {
+    background: var(--portal-primary-light) !important;
+}
+
+.badge.bg-success {
+    background: var(--portal-accent) !important;
+}
+
+/* Buttons */
+.btn-primary {
+    background: var(--portal-primary-light) !important;
+    border-color: var(--portal-primary-light) !important;
+}
+
+.btn-primary:hover {
+    background: var(--portal-primary) !important;
+    border-color: var(--portal-primary) !important;
+}
+
+.btn-success {
+    background: var(--portal-accent) !important;
+    border-color: var(--portal-accent) !important;
+}
+
+.btn-success:hover {
+    background: var(--portal-accent-light) !important;
+    border-color: var(--portal-accent-light) !important;
+}
+
+.btn-outline-primary {
+    color: var(--portal-primary-light) !important;
+    border-color: var(--portal-primary-light) !important;
+}
+
+.btn-outline-primary:hover {
+    background: var(--portal-primary-light) !important;
+    color: white !important;
+}
+
+/* Search Box Styling */
+#portal-search-input {
+    border-radius: 25px 0 0 25px;
+    padding-left: 20px;
+}
+
+#portal-search-input:focus {
+    border-color: var(--portal-primary-light);
+    box-shadow: 0 0 0 0.2rem rgba(44, 82, 130, 0.25);
+}
+
+/* Case List Row Hover */
+.table-hover tbody tr:hover {
+    background-color: rgba(44, 82, 130, 0.1);
+}
+
+/* Document Upload Area */
+.document-upload-area {
+    border: 2px dashed var(--portal-gray);
+    border-radius: 10px;
+    padding: 20px;
+    text-align: center;
+    background: var(--portal-light);
+    transition: all 0.3s ease;
+}
+
+.document-upload-area:hover {
+    border-color: var(--portal-primary-light);
+    background: rgba(44, 82, 130, 0.05);
+}
+
+/* Comment Section */
+.comment-item {
+    border-left: 4px solid var(--portal-primary-light);
+    padding-left: 15px;
+    margin-bottom: 15px;
+}
+
+.comment-item .comment-author {
+    font-weight: 600;
+    color: var(--portal-primary);
+}
+
+.comment-item .comment-date {
+    font-size: 0.85em;
+    color: var(--portal-gray);
+}
+
+/* Signature Pad */
+.signature-pad-container {
+    border: 2px solid var(--portal-gray);
+    border-radius: 8px;
+    padding: 10px;
+    background: white;
+    touch-action: none;
+}
+
+.signature-pad-container canvas {
+    cursor: crosshair;
+    width: 100%;
+    height: 200px;
+}
+
+/* Progress Bar */
+.progress {
+    border-radius: 15px;
+    overflow: hidden;
+}
+
+.progress-bar {
+    font-size: 0.75rem;
+    font-weight: 600;
+}
+
+/* Assessment Form Cards */
+.assessment-section-card {
+    transition: all 0.3s ease;
+}
+
+.assessment-section-card:hover {
+    box-shadow: 0 4px 15px rgba(0, 0, 0, 0.1);
+}
+
+/* Status Badges */
+.status-badge {
+    padding: 0.5em 1em;
+    border-radius: 20px;
+    font-weight: 500;
+}
+
+.status-draft {
+    background: #e2e8f0;
+    color: #4a5568;
+}
+
+.status-pending {
+    background: #faf089;
+    color: #744210;
+}
+
+.status-completed {
+    background: #c6f6d5;
+    color: #276749;
+}
+
+.status-cancelled {
+    background: #fed7d7;
+    color: #9b2c2c;
+}
+
+/* Quick Action Buttons */
+.quick-action-btn {
+    min-width: 150px;
+    margin-bottom: 10px;
+}
+
+/* Loading Spinner */
+.search-loading {
+    display: none;
+    position: absolute;
+    right: 50px;
+    top: 50%;
+    transform: translateY(-50%);
+}
+
+.search-loading.active {
+    display: block;
+}
+
+/* Mobile Responsiveness */
+@media (max-width: 768px) {
+    .card-header {
+        font-size: 0.9rem;
+    }
+    
+    .btn-lg {
+        font-size: 1rem;
+        padding: 0.5rem 1rem;
+    }
+    
+    .table-responsive {
+        font-size: 0.85rem;
+    }
+    
+    .signature-pad-container canvas {
+        height: 150px;
+    }
+}
+
+/* Animation for Search Results */
+@keyframes fadeIn {
+    from {
+        opacity: 0;
+        transform: translateY(-10px);
+    }
+    to {
+        opacity: 1;
+        transform: translateY(0);
+    }
+}
+
+.search-result-row {
+    animation: fadeIn 0.3s ease;
+}
+
+/* Highlight matching text */
+.search-highlight {
+    background-color: #faf089;
+    padding: 0 2px;
+    border-radius: 2px;
+}
+
+/* ========================================
+   EXPRESS ASSESSMENT FORM STYLES
+   ======================================== */
+
+.assessment-express-form .form-label {
+    color: #333;
+    font-size: 0.95rem;
+}
+
+.assessment-express-form .form-label.fw-bold {
+    font-weight: 600 !important;
+}
+
+.assessment-express-form .form-control,
+.assessment-express-form .form-select {
+    border-radius: 6px;
+    border-color: #dee2e6;
+    padding: 0.625rem 0.875rem;
+}
+
+.assessment-express-form .form-control:focus,
+.assessment-express-form .form-select:focus {
+    border-color: #2e7aad;
+    box-shadow: 0 0 0 3px rgba(67, 97, 238, 0.15);
+}
+
+.assessment-express-form .form-select-lg {
+    padding: 0.75rem 1rem;
+    font-size: 1.1rem;
+}
+
+/* Input Group with Inch suffix */
+.assessment-express-form .input-group-text {
+    background-color: #f8f9fa;
+    border-color: #dee2e6;
+    color: #6c757d;
+    font-weight: 500;
+}
+
+/* Checkbox and Radio Styling */
+.assessment-express-form .form-check {
+    padding-left: 1.75rem;
+    margin-bottom: 0.5rem;
+}
+
+.assessment-express-form .form-check-input {
+    width: 1.15rem;
+    height: 1.15rem;
+    margin-top: 0.15rem;
+    margin-left: -1.75rem;
+}
+
+.assessment-express-form .form-check-input:checked {
+    background-color: #2e7aad;
+    border-color: #2e7aad;
+}
+
+.assessment-express-form .form-check-label {
+    color: #333;
+    cursor: pointer;
+}
+
+/* Equipment Form Sections */
+.assessment-express-form .equipment-form h2 {
+    color: #1a1a1a;
+    font-size: 1.5rem;
+    letter-spacing: 1px;
+}
+
+/* Card Styling */
+.assessment-express-form .card {
+    border: none;
+    border-radius: 12px;
+}
+
+.assessment-express-form .card-header.bg-primary {
+    background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%) !important;
+    border-radius: 12px 12px 0 0;
+}
+
+.assessment-express-form .card-body {
+    padding: 2rem;
+}
+
+.assessment-express-form .card-footer {
+    border-top: 1px solid #e9ecef;
+    padding: 1.25rem 2rem;
+}
+
+/* Button Styling */
+.assessment-express-form .btn-primary {
+    background: #2e7aad !important;
+    border-color: #4361ee !important;
+    padding: 0.75rem 2rem;
+    font-weight: 600;
+    border-radius: 6px;
+}
+
+.assessment-express-form .btn-primary:hover {
+    background: #3451d1 !important;
+    border-color: #3451d1 !important;
+}
+
+.assessment-express-form .btn-success {
+    background: #10b981 !important;
+    border-color: #10b981 !important;
+    padding: 0.75rem 2rem;
+    font-weight: 600;
+    border-radius: 6px;
+}
+
+.assessment-express-form .btn-success:hover {
+    background: #059669 !important;
+    border-color: #059669 !important;
+}
+
+.assessment-express-form .btn-outline-secondary {
+    border-width: 2px;
+    font-weight: 500;
+}
+
+/* Progress Bar */
+.assessment-express-form .progress {
+    height: 8px;
+    background-color: #e9ecef;
+}
+
+.assessment-express-form .progress-bar {
+    background: linear-gradient(90deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);
+}
+
+/* Section Separators */
+.assessment-express-form hr {
+    border-color: #e9ecef;
+    opacity: 1;
+}
+
+/* Required Field Indicator */
+.assessment-express-form .text-danger {
+    color: #dc3545 !important;
+}
+
+/* Section Headers within form */
+.assessment-express-form h5.fw-bold {
+    color: #374151;
+    border-bottom: 2px solid #2e7aad;
+    padding-bottom: 0.5rem;
+    display: inline-block;
+}
+
+/* New Assessment Card on Portal Home */
+.portal-new-assessment-card {
+    background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%) !important;
+    transition: transform 0.2s ease, box-shadow 0.2s ease;
+}
+
+.portal-new-assessment-card:hover {
+    transform: translateY(-5px);
+    box-shadow: 0 10px 30px rgba(102, 126, 234, 0.3) !important;
+}
+
+.portal-new-assessment-card .card-body {
+    background: transparent !important;
+}
+
+.portal-new-assessment-card h5,
+.portal-new-assessment-card small {
+    color: #fff !important;
+}
+
+.portal-new-assessment-card .icon-circle {
+    width: 50px;
+    height: 50px;
+    background: rgba(255,255,255,0.25) !important;
+    border-radius: 50%;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+}
+
+.portal-new-assessment-card .icon-circle i {
+    color: #fff !important;
+    font-size: 1.25rem;
+}
+
+/* Authorizer Portal Card on Portal Home */
+.portal-authorizer-card {
+    background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%) !important;
+    transition: transform 0.2s ease, box-shadow 0.2s ease;
+}
+
+.portal-authorizer-card:hover {
+    transform: translateY(-5px);
+    box-shadow: 0 10px 30px rgba(46, 122, 173, 0.3) !important;
+}
+
+.portal-authorizer-card .card-body {
+    background: transparent !important;
+}
+
+.portal-authorizer-card h5,
+.portal-authorizer-card small {
+    color: #fff !important;
+}
+
+.portal-authorizer-card .icon-circle {
+    width: 50px;
+    height: 50px;
+    background: rgba(255,255,255,0.25) !important;
+    border-radius: 50%;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+}
+
+.portal-authorizer-card .icon-circle i {
+    color: #fff !important;
+    font-size: 1.25rem;
+}
+
+/* Responsive adjustments */
+@media (max-width: 768px) {
+    .assessment-express-form .card-body {
+        padding: 1.25rem;
+    }
+    
+    .assessment-express-form .d-flex.flex-wrap.gap-4 {
+        gap: 0.5rem !important;
+    }
+    
+    .assessment-express-form .row {
+        margin-left: -0.5rem;
+        margin-right: -0.5rem;
+    }
+    
+    .assessment-express-form .col-md-4,
+    .assessment-express-form .col-md-6 {
+        padding-left: 0.5rem;
+        padding-right: 0.5rem;
+    }
+}
+
+/* ================================================================== */
+/* AUTHORIZER DASHBOARD - MOBILE-FIRST REDESIGN                       */
+/* ================================================================== */
+
+.auth-dash {
+    background: #f8f9fb;
+    min-height: 80vh;
+}
+
+/* Content Area */
+.auth-dash-content {
+    padding-top: 24px;
+    padding-bottom: 40px;
+}
+
+/* Welcome Header */
+.auth-dash-header {
+    background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);
+    border-radius: 16px;
+    margin-bottom: 24px;
+    overflow: hidden;
+}
+
+.auth-dash-header-inner {
+    padding: 28px 30px 24px;
+}
+
+.auth-dash-greeting {
+    color: #fff;
+    font-size: 24px;
+    font-weight: 700;
+    margin: 0 0 4px 0;
+    letter-spacing: -0.3px;
+}
+
+.auth-dash-subtitle {
+    color: rgba(255,255,255,0.85);
+    font-size: 14px;
+    margin: 0;
+    font-weight: 400;
+}
+
+/* ---- Action Tiles ---- */
+.auth-dash-tiles {
+    display: flex;
+    flex-direction: column;
+    gap: 12px;
+    margin-bottom: 28px;
+}
+
+.auth-tile {
+    display: flex;
+    align-items: center;
+    background: #fff;
+    border-radius: 14px;
+    padding: 18px 20px;
+    text-decoration: none !important;
+    color: #333 !important;
+    border: 1px solid #e8ecf1;
+    box-shadow: 0 1px 4px rgba(0,0,0,0.04);
+    transition: transform 0.15s ease, box-shadow 0.15s ease, border-color 0.15s ease;
+    min-height: 72px;
+}
+
+.auth-tile:hover {
+    transform: translateY(-2px);
+    box-shadow: 0 6px 20px rgba(0,0,0,0.08);
+    border-color: #d0d5dd;
+}
+
+.auth-tile:active {
+    transform: scale(0.98);
+}
+
+.auth-tile-icon {
+    width: 48px;
+    height: 48px;
+    border-radius: 14px;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    flex-shrink: 0;
+    font-size: 20px;
+    color: #fff;
+    margin-right: 16px;
+}
+
+.auth-tile-cases .auth-tile-icon {
+    background: linear-gradient(135deg, #2e7aad, #1a6b9a);
+}
+
+.auth-tile-assessments .auth-tile-icon {
+    background: linear-gradient(135deg, #5ba848, #4a9e3f);
+}
+
+.auth-tile-new .auth-tile-icon {
+    background: linear-gradient(135deg, #3a8fb7, #2e7aad);
+}
+
+.auth-tile-info {
+    flex: 1;
+    min-width: 0;
+}
+
+.auth-tile-title {
+    font-size: 16px;
+    font-weight: 600;
+    color: #1a1a2e;
+    line-height: 1.3;
+}
+
+.auth-tile-desc {
+    font-size: 13px;
+    color: #8b95a5;
+    line-height: 1.3;
+    margin-top: 3px;
+}
+
+.auth-tile-badge .badge {
+    background: #eef1f7;
+    color: #3949ab;
+    font-size: 15px;
+    font-weight: 700;
+    padding: 5px 14px;
+    border-radius: 20px;
+    margin-right: 10px;
+}
+
+.auth-tile-arrow {
+    color: #c5ccd6;
+    font-size: 14px;
+    flex-shrink: 0;
+}
+
+/* ---- Sections ---- */
+.auth-dash-section {
+    background: #fff;
+    border-radius: 14px;
+    overflow: hidden;
+    margin-bottom: 20px;
+    border: 1px solid #e8ecf1;
+    box-shadow: 0 1px 4px rgba(0,0,0,0.04);
+}
+
+.auth-section-header {
+    padding: 16px 20px;
+    font-size: 15px;
+    font-weight: 600;
+    color: #444;
+    border-bottom: 1px solid #f0f2f5;
+    display: flex;
+    align-items: center;
+}
+
+.auth-section-attention {
+    color: #c0392b;
+    background: #fef5f5;
+    border-bottom-color: #fce4e4;
+}
+
+.auth-section-pending {
+    color: #d97706;
+    background: #fef9f0;
+    border-bottom-color: #fdecd0;
+}
+
+/* ---- Case List Items ---- */
+.auth-case-list {
+    padding: 0;
+}
+
+.auth-case-item {
+    display: flex;
+    align-items: center;
+    padding: 16px 20px;
+    text-decoration: none !important;
+    color: inherit !important;
+    border-bottom: 1px solid #f3f4f6;
+    transition: background 0.1s ease;
+    cursor: pointer;
+}
+
+.auth-case-item:last-child {
+    border-bottom: none;
+}
+
+.auth-case-item:hover {
+    background: #f9fafb;
+}
+
+.auth-case-item:active {
+    background: #f0f2f5;
+}
+
+.auth-case-attention {
+    border-left: 3px solid #e74c3c;
+}
+
+.auth-case-main {
+    flex: 1;
+    min-width: 0;
+}
+
+.auth-case-client {
+    font-size: 15px;
+    font-weight: 600;
+    color: #1a1a2e;
+    white-space: nowrap;
+    overflow: hidden;
+    text-overflow: ellipsis;
+}
+
+.auth-case-meta {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 8px;
+    margin-top: 5px;
+    align-items: center;
+}
+
+.auth-case-ref {
+    font-size: 12px;
+    color: #9ca3af;
+    font-weight: 500;
+}
+
+.auth-case-type {
+    font-size: 11px;
+    background: #e3f2fd;
+    color: #1565c0;
+    padding: 2px 10px;
+    border-radius: 10px;
+    font-weight: 500;
+    text-transform: uppercase;
+}
+
+.auth-case-status {
+    font-size: 11px;
+    background: #f3e5f5;
+    color: #7b1fa2;
+    padding: 2px 10px;
+    border-radius: 10px;
+    font-weight: 500;
+}
+
+.badge-attention {
+    font-size: 11px;
+    background: #fce4ec;
+    color: #c62828;
+    padding: 2px 10px;
+    border-radius: 10px;
+    font-weight: 600;
+}
+
+.auth-case-date {
+    font-size: 12px;
+    color: #9ca3af;
+}
+
+.auth-case-arrow {
+    color: #c5ccd6;
+    font-size: 14px;
+    flex-shrink: 0;
+    margin-left: 12px;
+}
+
+/* ---- Empty State ---- */
+.auth-empty-state {
+    text-align: center;
+    padding: 60px 20px;
+    color: #aaa;
+}
+
+.auth-empty-state i {
+    font-size: 48px;
+    margin-bottom: 16px;
+    display: block;
+}
+
+.auth-empty-state h5 {
+    color: #666;
+    margin-bottom: 8px;
+}
+
+/* ---- Desktop Enhancements ---- */
+@media (min-width: 768px) {
+    .auth-dash-header-inner {
+        padding: 32px 36px 28px;
+    }
+    
+    .auth-dash-greeting {
+        font-size: 28px;
+    }
+    
+    .auth-dash-tiles {
+        flex-direction: row;
+        gap: 16px;
+    }
+    
+    .auth-tile {
+        flex: 1;
+        padding: 20px 22px;
+    }
+    
+    .auth-dash-content {
+        padding-top: 28px;
+    }
+}
+
+/* ---- Mobile Optimizations ---- */
+@media (max-width: 767px) {
+    .auth-dash-content {
+        padding-left: 12px;
+        padding-right: 12px;
+        padding-top: 16px;
+    }
+    
+    .auth-dash-header {
+        border-radius: 0;
+        margin-left: -12px;
+        margin-right: -12px;
+        margin-top: -24px;
+        margin-bottom: 20px;
+    }
+    
+    .auth-dash-header-inner {
+        padding: 22px 20px 20px;
+    }
+    
+    .auth-dash-greeting {
+        font-size: 20px;
+    }
+    
+    .auth-dash-subtitle {
+        font-size: 13px;
+    }
+    
+    .auth-tile {
+        padding: 16px 18px;
+        min-height: 66px;
+    }
+    
+    .auth-tile-icon {
+        width: 44px;
+        height: 44px;
+        font-size: 18px;
+        margin-right: 14px;
+    }
+    
+    .auth-case-item {
+        padding: 14px 18px;
+    }
+    
+    .auth-section-header {
+        padding: 14px 18px;
+    }
+}

fusion_authorizer_portal/fusion_authorizer_portal/static/src/css/technician_portal.css

@@ -0,0 +1,540 @@
+/* ==========================================================================
+   Fusion Technician Portal - Mobile-First Styles (v2)
+   ========================================================================== */
+
+/* ---- Base & Mobile First ---- */
+.tech-portal {
+    font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, sans-serif;
+    -webkit-font-smoothing: antialiased;
+    max-width: 640px;
+    margin: 0 auto;
+}
+
+/* ---- Quick Stats Bar (Dashboard) ---- */
+.tech-stats-bar {
+    display: flex;
+    gap: 0.5rem;
+    overflow-x: auto;
+    padding-bottom: 0.5rem;
+    scrollbar-width: none;
+}
+.tech-stats-bar::-webkit-scrollbar { display: none; }
+
+.tech-stat-card {
+    flex: 0 0 auto;
+    min-width: 100px;
+    padding: 0.75rem 1rem;
+    border-radius: 12px;
+    text-align: center;
+    color: #fff;
+    font-weight: 600;
+}
+.tech-stat-card .stat-number {
+    font-size: 1.5rem;
+    line-height: 1.2;
+}
+.tech-stat-card .stat-label {
+    font-size: 0.7rem;
+    text-transform: uppercase;
+    letter-spacing: 0.05em;
+    opacity: 0.9;
+}
+.tech-stat-total { background: linear-gradient(135deg, #5ba848, #3a8fb7); }
+.tech-stat-remaining { background: linear-gradient(135deg, #3498db, #2980b9); }
+.tech-stat-completed { background: linear-gradient(135deg, #27ae60, #219a52); }
+.tech-stat-travel { background: linear-gradient(135deg, #8e44ad, #7d3c98); }
+
+/* ---- Hero Card (Dashboard Current Task) ---- */
+.tech-hero-card {
+    border: none;
+    border-radius: 16px;
+    overflow: hidden;
+    box-shadow: 0 4px 20px rgba(0,0,0,0.08);
+    margin-bottom: 1.5rem;
+}
+.tech-hero-card .card-header {
+    background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);
+    color: #fff;
+    padding: 1rem 1.25rem;
+    border: none;
+}
+.tech-hero-card .card-header h5 {
+    color: #fff;
+    margin: 0;
+}
+.tech-hero-card .card-body {
+    padding: 1.25rem;
+}
+.tech-hero-label {
+    font-size: 0.7rem;
+    text-transform: uppercase;
+    letter-spacing: 0.06em;
+    opacity: 0.85;
+    margin-bottom: 0.15rem;
+}
+
+/* ---- Timeline (Dashboard) ---- */
+.tech-timeline {
+    position: relative;
+    padding-left: 2rem;
+}
+.tech-timeline::before {
+    content: '';
+    position: absolute;
+    left: 0.75rem;
+    top: 0;
+    bottom: 0;
+    width: 2px;
+    background: #dee2e6;
+}
+
+.tech-timeline-item {
+    position: relative;
+    margin-bottom: 1rem;
+    padding-bottom: 0.5rem;
+}
+.tech-timeline-dot {
+    position: absolute;
+    left: -1.55rem;
+    top: 0.35rem;
+    width: 14px;
+    height: 14px;
+    border-radius: 50%;
+    border: 2px solid #fff;
+    box-shadow: 0 0 0 2px #dee2e6;
+    z-index: 1;
+}
+.tech-timeline-dot.status-scheduled { background: #6c757d; box-shadow: 0 0 0 2px #6c757d; }
+.tech-timeline-dot.status-en_route { background: #3498db; box-shadow: 0 0 0 2px #3498db; }
+.tech-timeline-dot.status-in_progress { background: #f39c12; box-shadow: 0 0 0 2px #f39c12; animation: pulse-dot 1.5s infinite; }
+.tech-timeline-dot.status-completed { background: #27ae60; box-shadow: 0 0 0 2px #27ae60; }
+.tech-timeline-dot.status-cancelled { background: #e74c3c; box-shadow: 0 0 0 2px #e74c3c; }
+
+@keyframes pulse-dot {
+    0%, 100% { box-shadow: 0 0 0 2px #f39c12; }
+    50% { box-shadow: 0 0 0 6px rgba(243, 156, 18, 0.3); }
+}
+
+.tech-timeline-card {
+    border: 1px solid #e9ecef;
+    border-radius: 12px;
+    padding: 0.875rem 1rem;
+    background: #fff;
+    transition: box-shadow 0.2s, transform 0.15s;
+    text-decoration: none !important;
+    color: inherit !important;
+    display: block;
+}
+.tech-timeline-card:hover {
+    box-shadow: 0 4px 12px rgba(0,0,0,0.08);
+    transform: translateY(-1px);
+}
+.tech-timeline-card.active {
+    border-color: #f39c12;
+    border-width: 2px;
+    box-shadow: 0 4px 16px rgba(243, 156, 18, 0.15);
+}
+
+.tech-timeline-time {
+    font-size: 0.85rem;
+    font-weight: 600;
+    color: #495057;
+}
+.tech-timeline-title {
+    font-size: 0.95rem;
+    font-weight: 600;
+    color: #212529;
+    margin: 0.15rem 0;
+}
+.tech-timeline-meta {
+    font-size: 0.8rem;
+    color: #6c757d;
+}
+
+/* Travel indicator between tasks */
+.tech-travel-indicator {
+    padding: 0.35rem 0 0.35rem 0;
+    margin-left: -0.2rem;
+    font-size: 0.75rem;
+    color: #8e44ad;
+}
+
+/* ---- Task Type Badges ---- */
+.tech-badge {
+    display: inline-block;
+    padding: 0.2rem 0.5rem;
+    border-radius: 6px;
+    font-size: 0.7rem;
+    font-weight: 600;
+    text-transform: uppercase;
+    letter-spacing: 0.04em;
+}
+.tech-badge-delivery { background: #d4edda; color: #155724; }
+.tech-badge-repair { background: #fff3cd; color: #856404; }
+.tech-badge-pickup { background: #cce5ff; color: #004085; }
+.tech-badge-troubleshoot { background: #f8d7da; color: #721c24; }
+.tech-badge-assessment { background: #e2e3e5; color: #383d41; }
+.tech-badge-installation { background: #d1ecf1; color: #0c5460; }
+.tech-badge-maintenance { background: #e8daef; color: #6c3483; }
+.tech-badge-other { background: #e9ecef; color: #495057; }
+
+/* Status badges */
+.tech-status-badge {
+    display: inline-block;
+    padding: 0.25rem 0.6rem;
+    border-radius: 20px;
+    font-size: 0.75rem;
+    font-weight: 600;
+}
+.tech-status-scheduled { background: #e9ecef; color: #495057; }
+.tech-status-en_route { background: #cce5ff; color: #004085; }
+.tech-status-in_progress { background: #fff3cd; color: #856404; }
+.tech-status-completed { background: #d4edda; color: #155724; }
+.tech-status-cancelled { background: #f8d7da; color: #721c24; }
+
+/* ==========================================================================
+   Task Detail Page - v2 Redesign
+   ========================================================================== */
+
+/* ---- Back button ---- */
+.tech-back-btn {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    width: 36px;
+    height: 36px;
+    border-radius: 10px;
+    background: var(--o-main-bg-color, #f8f9fa);
+    color: var(--o-main-text-color, #495057);
+    text-decoration: none !important;
+    transition: background 0.15s;
+    border: 1px solid var(--o-main-border-color, #dee2e6);
+}
+.tech-back-btn:hover {
+    background: var(--o-main-border-color, #dee2e6);
+}
+
+/* ---- Task Hero Header ---- */
+.tech-task-hero {
+    padding-bottom: 0.75rem;
+    border-bottom: 1px solid var(--o-main-border-color, #eee);
+}
+
+/* ---- Quick Actions Row ---- */
+.tech-quick-actions {
+    display: flex;
+    gap: 0.75rem;
+    overflow-x: auto;
+    scrollbar-width: none;
+    -webkit-overflow-scrolling: touch;
+    padding: 0.25rem 0;
+}
+.tech-quick-actions::-webkit-scrollbar { display: none; }
+
+.tech-quick-btn {
+    display: flex;
+    flex-direction: column;
+    align-items: center;
+    justify-content: center;
+    gap: 0.25rem;
+    min-width: 68px;
+    padding: 0.6rem 0.5rem;
+    border-radius: 14px;
+    background: var(--o-main-bg-color, #f8f9fa);
+    border: 1px solid var(--o-main-border-color, #e9ecef);
+    color: var(--o-main-text-color, #495057) !important;
+    text-decoration: none !important;
+    font-size: 0.72rem;
+    font-weight: 600;
+    text-transform: uppercase;
+    letter-spacing: 0.02em;
+    transition: all 0.15s;
+    flex-shrink: 0;
+}
+.tech-quick-btn i {
+    font-size: 1.15rem;
+    color: #3498db;
+}
+.tech-quick-btn:hover {
+    background: #e3f2fd;
+    border-color: #90caf9;
+}
+.tech-quick-btn:active {
+    transform: scale(0.95);
+}
+
+/* ---- Card (unified style for all sections) ---- */
+.tech-card {
+    background: var(--o-main-card-bg, #fff);
+    border: 1px solid var(--o-main-border-color, #e9ecef);
+    border-radius: 14px;
+    padding: 1rem;
+}
+.tech-card-success {
+    border-color: #c3e6cb;
+    background: color-mix(in srgb, #d4edda 30%, var(--o-main-card-bg, #fff));
+}
+
+/* ---- Card icon (left gutter icon) ---- */
+.tech-card-icon {
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    width: 40px;
+    height: 40px;
+    border-radius: 12px;
+    font-size: 1rem;
+    margin-right: 0.75rem;
+    flex-shrink: 0;
+}
+
+/* ---- Equipment highlight tag ---- */
+.tech-equipment-tag {
+    background: color-mix(in srgb, #ffeeba 25%, var(--o-main-card-bg, #fff));
+    border: 1px solid #ffeeba;
+    border-radius: 10px;
+    padding: 0.75rem;
+}
+
+/* ---- Action Buttons (Large Touch Targets) ---- */
+.tech-action-btn {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    gap: 0.5rem;
+    min-height: 48px;
+    padding: 0.75rem 1.5rem;
+    border-radius: 14px;
+    font-weight: 600;
+    font-size: 0.95rem;
+    border: none;
+    cursor: pointer;
+    transition: all 0.15s;
+    text-decoration: none !important;
+}
+.tech-action-btn:active { transform: scale(0.97); }
+
+.tech-btn-navigate {
+    background: #3498db;
+    color: #fff !important;
+}
+.tech-btn-navigate:hover { background: #2980b9; color: #fff !important; }
+
+.tech-btn-start {
+    background: #27ae60;
+    color: #fff !important;
+}
+.tech-btn-start:hover { background: #219a52; color: #fff !important; }
+
+.tech-btn-complete {
+    background: #f39c12;
+    color: #fff !important;
+}
+.tech-btn-complete:hover { background: #e67e22; color: #fff !important; }
+
+.tech-btn-call {
+    background: #9b59b6;
+    color: #fff !important;
+}
+.tech-btn-call:hover { background: #8e44ad; color: #fff !important; }
+
+.tech-btn-enroute {
+    background: #2980b9;
+    color: #fff !important;
+}
+.tech-btn-enroute:hover { background: #2471a3; color: #fff !important; }
+
+/* ---- Bottom Action Bar (Fixed on mobile) ---- */
+.tech-bottom-bar {
+    position: fixed;
+    bottom: 0;
+    left: 0;
+    right: 0;
+    background: var(--o-main-card-bg, #fff);
+    border-top: 1px solid var(--o-main-border-color, #dee2e6);
+    padding: 0.75rem 1rem;
+    padding-bottom: calc(0.75rem + env(safe-area-inset-bottom, 0px));
+    z-index: 1050;
+    display: flex;
+    gap: 0.5rem;
+    box-shadow: 0 -4px 20px rgba(0,0,0,0.08);
+}
+.tech-bottom-bar .tech-action-btn {
+    flex: 1;
+}
+
+/* Padding to prevent content being hidden behind fixed bar */
+.has-bottom-bar {
+    padding-bottom: 5rem;
+}
+
+/* ---- Completion Overlay ---- */
+.tech-overlay {
+    display: none;
+    position: fixed;
+    top: 0;
+    left: 0;
+    width: 100%;
+    height: 100%;
+    background: rgba(0,0,0,0.7);
+    backdrop-filter: blur(4px);
+    -webkit-backdrop-filter: blur(4px);
+    z-index: 9999;
+    align-items: center;
+    justify-content: center;
+}
+.tech-overlay-card {
+    background: var(--o-main-card-bg, #fff);
+    border-radius: 20px;
+    padding: 2rem;
+    max-width: 400px;
+    width: 90%;
+    text-align: center;
+    animation: slideUp 0.3s ease;
+}
+.tech-overlay-icon {
+    font-size: 3rem;
+    margin-bottom: 1rem;
+}
+@keyframes slideUp {
+    from { opacity: 0; transform: translateY(30px); }
+    to { opacity: 1; transform: translateY(0); }
+}
+
+/* ---- Voice Recording UI ---- */
+.tech-voice-recorder {
+    border: 2px dashed var(--o-main-border-color, #dee2e6);
+    border-radius: 16px;
+    padding: 1.5rem 1rem;
+    text-align: center;
+    transition: all 0.3s;
+}
+.tech-voice-recorder.recording {
+    border-color: #e74c3c;
+    background: rgba(231, 76, 60, 0.04);
+}
+
+.tech-record-btn {
+    width: 64px;
+    height: 64px;
+    border-radius: 50%;
+    border: none;
+    background: #e74c3c;
+    color: #fff;
+    font-size: 1.3rem;
+    cursor: pointer;
+    transition: all 0.2s;
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+}
+.tech-record-btn:hover { transform: scale(1.05); }
+.tech-record-btn:active { transform: scale(0.95); }
+.tech-record-btn.recording {
+    animation: pulse-record 1.5s infinite;
+}
+
+@keyframes pulse-record {
+    0%, 100% { box-shadow: 0 0 0 0 rgba(231, 76, 60, 0.4); }
+    50% { box-shadow: 0 0 0 15px rgba(231, 76, 60, 0); }
+}
+
+.tech-record-timer {
+    font-size: 1.25rem;
+    font-weight: 700;
+    font-variant-numeric: tabular-nums;
+    margin-top: 0.5rem;
+    color: #e74c3c;
+}
+
+/* ---- Tomorrow Prep ---- */
+.tech-prep-card {
+    border: 1px solid #e9ecef;
+    border-radius: 12px;
+    padding: 1rem;
+    margin-bottom: 0.75rem;
+    background: #fff;
+}
+.tech-prep-card .prep-time {
+    font-weight: 700;
+    font-size: 0.9rem;
+}
+.tech-prep-card .prep-type {
+    margin-left: 0.5rem;
+}
+.tech-prep-equipment {
+    background: #fff9e6;
+    border: 1px solid #ffeeba;
+    border-radius: 12px;
+    padding: 1rem;
+}
+
+/* ---- Responsive: Desktop enhancements ---- */
+@media (min-width: 768px) {
+    .tech-stats-bar {
+        gap: 1rem;
+    }
+    .tech-stat-card {
+        min-width: 130px;
+        padding: 1rem 1.5rem;
+    }
+    .tech-stat-card .stat-number {
+        font-size: 2rem;
+    }
+    .tech-bottom-bar {
+        position: static;
+        box-shadow: none;
+        border: none;
+        padding: 0;
+        margin-top: 1rem;
+    }
+    .has-bottom-bar {
+        padding-bottom: 0;
+    }
+    .tech-timeline {
+        padding-left: 3rem;
+    }
+    .tech-timeline::before {
+        left: 1.25rem;
+    }
+    .tech-timeline-dot {
+        left: -2.05rem;
+    }
+    .tech-quick-btn {
+        min-width: 80px;
+        padding: 0.75rem 0.75rem;
+    }
+}
+
+/* ---- Legacy detail section support ---- */
+.tech-detail-section {
+    background: var(--o-main-card-bg, #fff);
+    border: 1px solid var(--o-main-border-color, #e9ecef);
+    border-radius: 14px;
+    padding: 1rem;
+    margin-bottom: 1rem;
+}
+.tech-detail-section h6 {
+    font-size: 0.75rem;
+    text-transform: uppercase;
+    letter-spacing: 0.06em;
+    color: #6c757d;
+    margin-bottom: 0.75rem;
+    padding-bottom: 0.5rem;
+    border-bottom: 1px solid var(--o-main-border-color, #f1f3f5);
+}
+.tech-detail-row {
+    display: flex;
+    justify-content: space-between;
+    padding: 0.3rem 0;
+}
+.tech-detail-label {
+    font-weight: 500;
+    color: var(--o-main-text-color, #495057);
+    font-size: 0.9rem;
+}
+.tech-detail-value {
+    color: var(--o-main-text-color, #212529);
+    font-size: 0.9rem;
+    text-align: right;
+}

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/assessment_form.js

@@ -0,0 +1,109 @@
+/**
+ * Fusion Authorizer Portal - Assessment Form
+ */
+
+odoo.define('fusion_authorizer_portal.assessment_form', function (require) {
+    'use strict';
+    
+    var publicWidget = require('web.public.widget');
+    
+    publicWidget.registry.AssessmentForm = publicWidget.Widget.extend({
+        selector: '#assessment-form',
+        events: {
+            'change input, change select, change textarea': '_onFieldChange',
+            'submit': '_onSubmit',
+        },
+        
+        init: function () {
+            this._super.apply(this, arguments);
+            this.hasUnsavedChanges = false;
+        },
+        
+        start: function () {
+            this._super.apply(this, arguments);
+            this._initializeForm();
+            return Promise.resolve();
+        },
+        
+        _initializeForm: function () {
+            var self = this;
+            
+            // Warn before leaving with unsaved changes
+            window.addEventListener('beforeunload', function (e) {
+                if (self.hasUnsavedChanges) {
+                    e.preventDefault();
+                    e.returnValue = '';
+                    return '';
+                }
+            });
+            
+            // Auto-fill full name from first + last name
+            var firstNameInput = this.el.querySelector('[name="client_first_name"]');
+            var lastNameInput = this.el.querySelector('[name="client_last_name"]');
+            var fullNameInput = this.el.querySelector('[name="client_name"]');
+            
+            if (firstNameInput && lastNameInput && fullNameInput) {
+                var updateFullName = function () {
+                    var first = firstNameInput.value.trim();
+                    var last = lastNameInput.value.trim();
+                    if (first || last) {
+                        fullNameInput.value = (first + ' ' + last).trim();
+                    }
+                };
+                
+                firstNameInput.addEventListener('blur', updateFullName);
+                lastNameInput.addEventListener('blur', updateFullName);
+            }
+            
+            // Number input validation
+            var numberInputs = this.el.querySelectorAll('input[type="number"]');
+            numberInputs.forEach(function (input) {
+                input.addEventListener('input', function () {
+                    var value = parseFloat(this.value);
+                    var min = parseFloat(this.min) || 0;
+                    var max = parseFloat(this.max) || 9999;
+                    
+                    if (value < min) this.value = min;
+                    if (value > max) this.value = max;
+                });
+            });
+        },
+        
+        _onFieldChange: function (ev) {
+            this.hasUnsavedChanges = true;
+            
+            // Visual feedback that form has changes
+            var saveBtn = this.el.querySelector('button[value="save"]');
+            if (saveBtn) {
+                saveBtn.classList.add('btn-warning');
+                saveBtn.classList.remove('btn-primary');
+            }
+        },
+        
+        _onSubmit: function (ev) {
+            // Validate required fields
+            var requiredFields = this.el.querySelectorAll('[required]');
+            var isValid = true;
+            
+            requiredFields.forEach(function (field) {
+                if (!field.value.trim()) {
+                    field.classList.add('is-invalid');
+                    isValid = false;
+                } else {
+                    field.classList.remove('is-invalid');
+                }
+            });
+            
+            if (!isValid) {
+                ev.preventDefault();
+                alert('Please fill in all required fields.');
+                return false;
+            }
+            
+            this.hasUnsavedChanges = false;
+            return true;
+        }
+    });
+    
+    return publicWidget.registry.AssessmentForm;
+});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/chatter_message_authorizer.js

@@ -0,0 +1,37 @@
+/** @odoo-module **/
+// Fusion Authorizer Portal - Message Authorizer Chatter Button
+// Copyright 2026 Nexa Systems Inc.
+// License OPL-1
+//
+// Patches the Chatter component to add a "Message Authorizer" button
+// that opens the mail composer targeted at the assigned authorizer.
+
+import { Chatter } from "@mail/chatter/web_portal/chatter";
+import { patch } from "@web/core/utils/patch";
+import { useService } from "@web/core/utils/hooks";
+
+patch(Chatter.prototype, {
+    setup() {
+        super.setup(...arguments);
+        this._fapActionService = useService("action");
+        this._fapOrm = useService("orm");
+    },
+
+    async onClickMessageAuthorizer() {
+        const thread = this.state.thread;
+        if (!thread || thread.model !== "sale.order") return;
+
+        try {
+            const result = await this._fapOrm.call(
+                "sale.order",
+                "action_message_authorizer",
+                [thread.id],
+            );
+            if (result && result.type === "ir.actions.act_window") {
+                this._fapActionService.doAction(result);
+            }
+        } catch (e) {
+            console.warn("Message Authorizer action failed:", e);
+        }
+    },
+});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/loaner_portal.js

@@ -0,0 +1,478 @@
+/** @odoo-module **/
+
+import publicWidget from "@web/legacy/js/public/public_widget";
+
+publicWidget.registry.LoanerPortal = publicWidget.Widget.extend({
+    selector: '#loanerSection, #btn_checkout_loaner, .btn-loaner-return',
+
+    start: function () {
+        this._super.apply(this, arguments);
+        this._allProducts = [];
+        this._initLoanerSection();
+        this._initCheckoutButton();
+        this._initReturnButtons();
+        this._initModal();
+    },
+
+    // =====================================================================
+    // MODAL: Initialize and wire up the loaner checkout modal
+    // =====================================================================
+    _initModal: function () {
+        var self = this;
+        var modal = document.getElementById('loanerCheckoutModal');
+        if (!modal) return;
+
+        var categorySelect = document.getElementById('modal_category_id');
+        var productSelect = document.getElementById('modal_product_id');
+        var lotSelect = document.getElementById('modal_lot_id');
+        var loanDays = document.getElementById('modal_loan_days');
+        var btnCheckout = document.getElementById('modal_btn_checkout');
+        var btnCreateProduct = document.getElementById('modal_btn_create_product');
+        var newCategorySelect = document.getElementById('modal_new_category_id');
+        var createResult = document.getElementById('modal_create_result');
+
+        // Load categories when modal opens
+        modal.addEventListener('show.bs.modal', function () {
+            self._loadCategories(categorySelect, newCategorySelect);
+            self._loadProducts(null, productSelect, lotSelect);
+        });
+
+        // Category change -> filter products
+        if (categorySelect) {
+            categorySelect.addEventListener('change', function () {
+                var catId = this.value ? parseInt(this.value) : null;
+                self._filterProducts(catId, productSelect, lotSelect);
+            });
+        }
+
+        // Product change -> filter lots
+        if (productSelect) {
+            productSelect.addEventListener('change', function () {
+                var prodId = this.value ? parseInt(this.value) : null;
+                self._filterLots(prodId, lotSelect, loanDays);
+            });
+        }
+
+        // Quick Create Product
+        if (btnCreateProduct) {
+            btnCreateProduct.addEventListener('click', function () {
+                var name = document.getElementById('modal_new_product_name').value.trim();
+                var serial = document.getElementById('modal_new_serial').value.trim();
+                var catId = newCategorySelect ? newCategorySelect.value : '';
+
+                if (!name || !serial) {
+                    alert('Please enter both product name and serial number.');
+                    return;
+                }
+
+                btnCreateProduct.disabled = true;
+                btnCreateProduct.innerHTML = '<i class="fa fa-spinner fa-spin me-1"></i> Creating...';
+
+                self._rpc('/my/loaner/create-product', {
+                    product_name: name,
+                    serial_number: serial,
+                    category_id: catId || null,
+                }).then(function (result) {
+                    if (result.success) {
+                        // Add to product dropdown
+                        var opt = document.createElement('option');
+                        opt.value = result.product_id;
+                        opt.text = result.product_name;
+                        opt.selected = true;
+                        productSelect.appendChild(opt);
+
+                        // Add to lots
+                        lotSelect.innerHTML = '';
+                        var lotOpt = document.createElement('option');
+                        lotOpt.value = result.lot_id;
+                        lotOpt.text = result.lot_name;
+                        lotOpt.selected = true;
+                        lotSelect.appendChild(lotOpt);
+
+                        // Add to internal data
+                        self._allProducts.push({
+                            id: result.product_id,
+                            name: result.product_name,
+                            category_id: catId ? parseInt(catId) : null,
+                            period_days: 7,
+                            lots: [{ id: result.lot_id, name: result.lot_name }],
+                        });
+
+                        if (createResult) {
+                            createResult.style.display = '';
+                            createResult.innerHTML = '<div class="alert alert-success py-2"><i class="fa fa-check me-1"></i> "' + result.product_name + '" (S/N: ' + result.lot_name + ') created!</div>';
+                        }
+
+                        // Clear fields
+                        document.getElementById('modal_new_product_name').value = '';
+                        document.getElementById('modal_new_serial').value = '';
+                    } else {
+                        if (createResult) {
+                            createResult.style.display = '';
+                            createResult.innerHTML = '<div class="alert alert-danger py-2">' + (result.error || 'Error') + '</div>';
+                        }
+                    }
+                    btnCreateProduct.disabled = false;
+                    btnCreateProduct.innerHTML = '<i class="fa fa-plus me-1"></i> Create Product';
+                });
+            });
+        }
+
+        // Checkout button
+        if (btnCheckout) {
+            btnCheckout.addEventListener('click', function () {
+                var productId = productSelect.value ? parseInt(productSelect.value) : null;
+                var lotId = lotSelect.value ? parseInt(lotSelect.value) : null;
+                var days = parseInt(loanDays.value) || 7;
+                var orderId = document.getElementById('modal_order_id').value;
+                var clientId = document.getElementById('modal_client_id').value;
+
+                if (!productId) {
+                    alert('Please select a product.');
+                    return;
+                }
+
+                btnCheckout.disabled = true;
+                btnCheckout.innerHTML = '<i class="fa fa-spinner fa-spin me-1"></i> Processing...';
+
+                self._rpc('/my/loaner/checkout', {
+                    product_id: productId,
+                    lot_id: lotId,
+                    sale_order_id: orderId ? parseInt(orderId) : null,
+                    client_id: clientId ? parseInt(clientId) : null,
+                    loaner_period_days: days,
+                    checkout_condition: 'good',
+                    checkout_notes: '',
+                }).then(function (result) {
+                    if (result.success) {
+                        self._hideModal(modal);
+                        alert(result.message);
+                        location.reload();
+                    } else {
+                        alert('Error: ' + (result.error || 'Unknown'));
+                        btnCheckout.disabled = false;
+                        btnCheckout.innerHTML = '<i class="fa fa-check me-1"></i> Checkout Loaner';
+                    }
+                });
+            });
+        }
+    },
+
+    _loadCategories: function (categorySelect, newCategorySelect) {
+        this._rpc('/my/loaner/categories', {}).then(function (categories) {
+            categories = categories || [];
+            // Main category dropdown
+            if (categorySelect) {
+                categorySelect.innerHTML = '<option value="">All Categories</option>';
+                categories.forEach(function (c) {
+                    var opt = document.createElement('option');
+                    opt.value = c.id;
+                    opt.text = c.name;
+                    categorySelect.appendChild(opt);
+                });
+            }
+            // Quick create category dropdown
+            if (newCategorySelect) {
+                newCategorySelect.innerHTML = '<option value="">-- Select --</option>';
+                categories.forEach(function (c) {
+                    var opt = document.createElement('option');
+                    opt.value = c.id;
+                    opt.text = c.name;
+                    newCategorySelect.appendChild(opt);
+                });
+            }
+        });
+    },
+
+    _loadProducts: function (categoryId, productSelect, lotSelect) {
+        var self = this;
+        var params = {};
+        if (categoryId) params.category_id = categoryId;
+
+        this._rpc('/my/loaner/products', params).then(function (products) {
+            self._allProducts = products || [];
+            self._renderProducts(self._allProducts, productSelect);
+            if (lotSelect) lotSelect.innerHTML = '<option value="">-- Select Serial --</option>';
+        });
+    },
+
+    _filterProducts: function (categoryId, productSelect, lotSelect) {
+        var filtered = this._allProducts;
+        if (categoryId) {
+            filtered = this._allProducts.filter(function (p) { return p.category_id === categoryId; });
+        }
+        this._renderProducts(filtered, productSelect);
+        if (lotSelect) lotSelect.innerHTML = '<option value="">-- Select Serial --</option>';
+    },
+
+    _renderProducts: function (products, productSelect) {
+        if (!productSelect) return;
+        productSelect.innerHTML = '<option value="">-- Select Product --</option>';
+        products.forEach(function (p) {
+            var opt = document.createElement('option');
+            opt.value = p.id;
+            opt.text = p.name + ' (' + p.lots.length + ' avail)';
+            productSelect.appendChild(opt);
+        });
+    },
+
+    _filterLots: function (productId, lotSelect, loanDays) {
+        if (!lotSelect) return;
+        lotSelect.innerHTML = '<option value="">-- Select Serial --</option>';
+        if (!productId) return;
+        var product = this._allProducts.find(function (p) { return p.id === productId; });
+        if (product) {
+            product.lots.forEach(function (lot) {
+                var opt = document.createElement('option');
+                opt.value = lot.id;
+                opt.text = lot.name;
+                lotSelect.appendChild(opt);
+            });
+            if (loanDays && product.period_days) {
+                loanDays.value = product.period_days;
+            }
+        }
+    },
+
+    // =====================================================================
+    // CHECKOUT BUTTON: Opens the modal
+    // =====================================================================
+    _initCheckoutButton: function () {
+        var self = this;
+        var btns = document.querySelectorAll('#btn_checkout_loaner');
+        btns.forEach(function (btn) {
+            btn.addEventListener('click', function () {
+                var orderId = btn.dataset.orderId || '';
+                var clientId = btn.dataset.clientId || '';
+
+                // Set context in modal
+                var modalOrderId = document.getElementById('modal_order_id');
+                var modalClientId = document.getElementById('modal_client_id');
+                if (modalOrderId) modalOrderId.value = orderId;
+                if (modalClientId) modalClientId.value = clientId;
+
+                // Show modal
+                var modal = document.getElementById('loanerCheckoutModal');
+                self._showModal(modal);
+            });
+        });
+    },
+
+    // =====================================================================
+    // RETURN BUTTONS
+    // =====================================================================
+    _initReturnButtons: function () {
+        var self = this;
+        var returnModal = document.getElementById('loanerReturnModal');
+        if (!returnModal) return;
+
+        var btnSubmitReturn = document.getElementById('return_modal_btn_submit');
+
+        document.querySelectorAll('.btn-loaner-return').forEach(function (btn) {
+            btn.addEventListener('click', function () {
+                var checkoutId = parseInt(btn.dataset.checkoutId);
+                var productName = btn.dataset.productName || 'Loaner';
+
+                // Set modal values
+                document.getElementById('return_modal_checkout_id').value = checkoutId;
+                document.getElementById('return_modal_product_name').textContent = productName;
+                document.getElementById('return_modal_condition').value = 'good';
+                document.getElementById('return_modal_notes').value = '';
+
+                // Load locations
+                var locSelect = document.getElementById('return_modal_location_id');
+                locSelect.innerHTML = '<option value="">-- Loading... --</option>';
+                self._rpc('/my/loaner/locations', {}).then(function (locations) {
+                    locations = locations || [];
+                    locSelect.innerHTML = '<option value="">-- Select Location --</option>';
+                    locations.forEach(function (l) {
+                        var opt = document.createElement('option');
+                        opt.value = l.id;
+                        opt.text = l.name;
+                        locSelect.appendChild(opt);
+                    });
+                });
+
+                // Show modal
+                self._showModal(returnModal);
+            });
+        });
+
+        // Submit return
+        if (btnSubmitReturn) {
+            btnSubmitReturn.addEventListener('click', function () {
+                var checkoutId = parseInt(document.getElementById('return_modal_checkout_id').value);
+                var condition = document.getElementById('return_modal_condition').value;
+                var notes = document.getElementById('return_modal_notes').value;
+                var locationId = document.getElementById('return_modal_location_id').value;
+
+                btnSubmitReturn.disabled = true;
+                btnSubmitReturn.innerHTML = '<i class="fa fa-spinner fa-spin me-1"></i> Processing...';
+
+                self._rpc('/my/loaner/return', {
+                    checkout_id: checkoutId,
+                    return_condition: condition,
+                    return_notes: notes,
+                    return_location_id: locationId ? parseInt(locationId) : null,
+                }).then(function (result) {
+                    if (result.success) {
+                        self._hideModal(returnModal);
+                        alert(result.message);
+                        location.reload();
+                    } else {
+                        alert('Error: ' + (result.error || 'Unknown'));
+                        btnSubmitReturn.disabled = false;
+                        btnSubmitReturn.innerHTML = '<i class="fa fa-check me-1"></i> Confirm Return';
+                    }
+                });
+            });
+        }
+    },
+
+    // =====================================================================
+    // EXPRESS ASSESSMENT: Loaner Section
+    // =====================================================================
+    _initLoanerSection: function () {
+        var self = this;
+        var loanerSection = document.getElementById('loanerSection');
+        if (!loanerSection) return;
+
+        var productSelect = document.getElementById('loaner_product_id');
+        var lotSelect = document.getElementById('loaner_lot_id');
+        var periodInput = document.getElementById('loaner_period_days');
+        var checkoutFlag = document.getElementById('loaner_checkout');
+        var existingFields = document.getElementById('loaner_existing_fields');
+        var newFields = document.getElementById('loaner_new_fields');
+        var modeRadios = document.querySelectorAll('input[name="loaner_mode"]');
+        var btnCreate = document.getElementById('btn_create_loaner_product');
+        var createResult = document.getElementById('loaner_create_result');
+        var productsData = [];
+
+        loanerSection.addEventListener('show.bs.collapse', function () {
+            if (productSelect && productSelect.options.length <= 1) {
+                self._rpc('/my/loaner/products', {}).then(function (data) {
+                    productsData = data || [];
+                    productSelect.innerHTML = '<option value="">-- Select Product --</option>';
+                    productsData.forEach(function (p) {
+                        var opt = document.createElement('option');
+                        opt.value = p.id;
+                        opt.text = p.name + ' (' + p.lots.length + ' avail)';
+                        productSelect.appendChild(opt);
+                    });
+                });
+            }
+        });
+
+        loanerSection.addEventListener('shown.bs.collapse', function () {
+            if (checkoutFlag) checkoutFlag.value = '1';
+        });
+        loanerSection.addEventListener('hidden.bs.collapse', function () {
+            if (checkoutFlag) checkoutFlag.value = '0';
+        });
+
+        modeRadios.forEach(function (radio) {
+            radio.addEventListener('change', function () {
+                if (this.value === 'existing') {
+                    if (existingFields) existingFields.style.display = '';
+                    if (newFields) newFields.style.display = 'none';
+                } else {
+                    if (existingFields) existingFields.style.display = 'none';
+                    if (newFields) newFields.style.display = '';
+                }
+            });
+        });
+
+        if (productSelect) {
+            productSelect.addEventListener('change', function () {
+                lotSelect.innerHTML = '<option value="">-- Select Serial --</option>';
+                var product = productsData.find(function (p) { return p.id === parseInt(productSelect.value); });
+                if (product) {
+                    product.lots.forEach(function (lot) {
+                        var opt = document.createElement('option');
+                        opt.value = lot.id;
+                        opt.text = lot.name;
+                        lotSelect.appendChild(opt);
+                    });
+                    if (periodInput && product.period_days) periodInput.value = product.period_days;
+                }
+            });
+        }
+
+        if (btnCreate) {
+            btnCreate.addEventListener('click', function () {
+                var name = document.getElementById('loaner_new_product_name').value.trim();
+                var serial = document.getElementById('loaner_new_serial').value.trim();
+                if (!name || !serial) { alert('Enter both name and serial.'); return; }
+                btnCreate.disabled = true;
+                btnCreate.innerHTML = '<i class="fa fa-spinner fa-spin me-1"></i> Creating...';
+
+                self._rpc('/my/loaner/create-product', {
+                    product_name: name, serial_number: serial,
+                }).then(function (result) {
+                    if (result.success) {
+                        var opt = document.createElement('option');
+                        opt.value = result.product_id;
+                        opt.text = result.product_name;
+                        opt.selected = true;
+                        productSelect.appendChild(opt);
+                        lotSelect.innerHTML = '';
+                        var lotOpt = document.createElement('option');
+                        lotOpt.value = result.lot_id;
+                        lotOpt.text = result.lot_name;
+                        lotOpt.selected = true;
+                        lotSelect.appendChild(lotOpt);
+                        document.getElementById('loaner_existing').checked = true;
+                        if (existingFields) existingFields.style.display = '';
+                        if (newFields) newFields.style.display = 'none';
+                        if (createResult) {
+                            createResult.style.display = '';
+                            createResult.innerHTML = '<div class="alert alert-success py-2">Created "' + result.product_name + '" (S/N: ' + result.lot_name + ')</div>';
+                        }
+                    } else {
+                        if (createResult) {
+                            createResult.style.display = '';
+                            createResult.innerHTML = '<div class="alert alert-danger py-2">' + (result.error || 'Error') + '</div>';
+                        }
+                    }
+                    btnCreate.disabled = false;
+                    btnCreate.innerHTML = '<i class="fa fa-plus me-1"></i> Create Product';
+                });
+            });
+        }
+    },
+
+    // =====================================================================
+    // HELPERS
+    // =====================================================================
+    _rpc: function (url, params) {
+        return fetch(url, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ jsonrpc: '2.0', method: 'call', id: 1, params: params }),
+        }).then(function (r) { return r.json(); }).then(function (d) { return d.result; });
+    },
+
+    _showModal: function (modalEl) {
+        if (!modalEl) return;
+        var Modal = window.bootstrap ? window.bootstrap.Modal : null;
+        if (Modal) {
+            var inst = Modal.getOrCreateInstance ? Modal.getOrCreateInstance(modalEl) : new Modal(modalEl);
+            inst.show();
+        } else if (window.$ || window.jQuery) {
+            (window.$ || window.jQuery)(modalEl).modal('show');
+        }
+    },
+
+    _hideModal: function (modalEl) {
+        if (!modalEl) return;
+        try {
+            var Modal = window.bootstrap ? window.bootstrap.Modal : null;
+            if (Modal && Modal.getInstance) {
+                var inst = Modal.getInstance(modalEl);
+                if (inst) inst.hide();
+            } else if (window.$ || window.jQuery) {
+                (window.$ || window.jQuery)(modalEl).modal('hide');
+            }
+        } catch (e) { /* non-blocking */ }
+    },
+});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/pdf_field_editor.js

@@ -0,0 +1,716 @@
+/**
+ * Fusion PDF Field Position Editor
+ *
+ * Features:
+ *   - Drag field types from sidebar palette onto PDF to create new fields
+ *   - Drag existing fields to reposition them
+ *   - Resize handles on each field (bottom-right corner)
+ *   - Click to select and edit properties in right panel
+ *   - Percentage-based positions (0.0-1.0), same as Odoo Sign module
+ *   - Auto-save on every drag/resize
+ */
+
+document.addEventListener('DOMContentLoaded', function () {
+    'use strict';
+
+    var editor = document.getElementById('pdf_field_editor');
+    if (!editor) return;
+
+    var templateId = parseInt(editor.dataset.templateId);
+    var pageCount = parseInt(editor.dataset.pageCount) || 1;
+    var templateCategory = editor.dataset.category || 'other';
+    var currentPage = 1;
+    var fields = {};
+    var selectedFieldId = null;
+    var fieldCounter = 0;
+    var container = document.getElementById('pdf_canvas_container');
+    var pageImage = document.getElementById('pdf_page_image');
+
+    // ================================================================
+    // Colors per field type
+    // ================================================================
+
+    // ================================================================
+    // Available data keys, organized by template category
+    // ================================================================
+
+    var COMMON_KEYS = [
+        { group: 'Client Info', keys: [
+            { key: 'client_last_name',           label: 'Last Name' },
+            { key: 'client_first_name',          label: 'First Name' },
+            { key: 'client_middle_name',         label: 'Middle Name' },
+            { key: 'client_name',                label: 'Full Name' },
+            { key: 'client_street',              label: 'Street' },
+            { key: 'client_unit',                label: 'Unit/Apt' },
+            { key: 'client_city',                label: 'City' },
+            { key: 'client_state',               label: 'Province' },
+            { key: 'client_postal_code',         label: 'Postal Code' },
+            { key: 'client_phone',               label: 'Phone' },
+            { key: 'client_email',               label: 'Email' },
+        ]},
+    ];
+
+    var CATEGORY_KEYS = {
+        adp: [
+            { group: 'ADP - Client Details', keys: [
+                { key: 'client_health_card',         label: 'Health Card Number' },
+                { key: 'client_health_card_version', label: 'Health Card Version' },
+                { key: 'client_weight',              label: 'Weight (lbs)' },
+            ]},
+            { group: 'ADP - Client Type', keys: [
+                { key: 'client_type_reg',  label: 'REG Checkbox' },
+                { key: 'client_type_ods',  label: 'ODS Checkbox' },
+                { key: 'client_type_acs',  label: 'ACS Checkbox' },
+                { key: 'client_type_owp',  label: 'OWP Checkbox' },
+            ]},
+            { group: 'ADP - Consent', keys: [
+                { key: 'consent_applicant',    label: 'Applicant Checkbox' },
+                { key: 'consent_agent',        label: 'Agent Checkbox' },
+                { key: 'consent_date',         label: 'Consent Date' },
+            ]},
+            { group: 'ADP - Agent Relationship', keys: [
+                { key: 'agent_rel_spouse',   label: 'Spouse Checkbox' },
+                { key: 'agent_rel_parent',   label: 'Parent Checkbox' },
+                { key: 'agent_rel_child',    label: 'Child Checkbox' },
+                { key: 'agent_rel_poa',      label: 'POA Checkbox' },
+                { key: 'agent_rel_guardian', label: 'Guardian Checkbox' },
+            ]},
+            { group: 'ADP - Agent Info', keys: [
+                { key: 'agent_last_name',       label: 'Agent Last Name' },
+                { key: 'agent_first_name',      label: 'Agent First Name' },
+                { key: 'agent_middle_initial',  label: 'Agent Middle Initial' },
+                { key: 'agent_unit',            label: 'Agent Unit' },
+                { key: 'agent_street_number',   label: 'Agent Street No.' },
+                { key: 'agent_street_name',     label: 'Agent Street Name' },
+                { key: 'agent_city',            label: 'Agent City' },
+                { key: 'agent_province',        label: 'Agent Province' },
+                { key: 'agent_postal_code',     label: 'Agent Postal Code' },
+                { key: 'agent_home_phone',      label: 'Agent Home Phone' },
+                { key: 'agent_business_phone',  label: 'Agent Business Phone' },
+                { key: 'agent_phone_ext',       label: 'Agent Phone Ext' },
+            ]},
+            { group: 'ADP - Equipment', keys: [
+                { key: 'equipment_type',       label: 'Equipment Type' },
+                { key: 'seat_width',           label: 'Seat Width' },
+                { key: 'seat_depth',           label: 'Seat Depth' },
+                { key: 'seat_to_floor_height', label: 'Seat to Floor Height' },
+                { key: 'back_height',          label: 'Back Height' },
+                { key: 'legrest_length',       label: 'Legrest Length' },
+                { key: 'cane_height',          label: 'Cane Height' },
+            ]},
+            { group: 'ADP - Dates', keys: [
+                { key: 'assessment_start_date',    label: 'Assessment Start Date' },
+                { key: 'assessment_end_date',      label: 'Assessment End Date' },
+                { key: 'claim_authorization_date', label: 'Authorization Date' },
+            ]},
+            { group: 'ADP - Authorizer', keys: [
+                { key: 'authorizer_name',  label: 'Authorizer Name' },
+                { key: 'authorizer_phone', label: 'Authorizer Phone' },
+                { key: 'authorizer_email', label: 'Authorizer Email' },
+            ]},
+            { group: 'ADP - Signatures', keys: [
+                { key: 'signature_page_11', label: 'Page 11 Signature' },
+                { key: 'signature_page_12', label: 'Page 12 Signature' },
+            ]},
+            { group: 'ADP - Other', keys: [
+                { key: 'reference',               label: 'Assessment Reference' },
+                { key: 'reason_for_application',  label: 'Reason for Application' },
+            ]},
+        ],
+
+        odsp: [
+            { group: 'ODSP - Signing Fields', keys: [
+                { key: 'sa_client_name', label: 'Client Name (signing)' },
+                { key: 'sa_sign_date',   label: 'Signing Date' },
+                { key: 'sa_signature',   label: 'Client Signature' },
+            ]},
+            { group: 'ODSP - Client Details', keys: [
+                { key: 'client_health_card',         label: 'Health Card Number' },
+                { key: 'client_health_card_version', label: 'Health Card Version' },
+                { key: 'client_weight',              label: 'Weight (lbs)' },
+            ]},
+            { group: 'ODSP - Dates', keys: [
+                { key: 'assessment_start_date',    label: 'Assessment Start Date' },
+                { key: 'assessment_end_date',      label: 'Assessment End Date' },
+            ]},
+            { group: 'ODSP - Authorizer', keys: [
+                { key: 'authorizer_name',  label: 'Authorizer Name' },
+                { key: 'authorizer_phone', label: 'Authorizer Phone' },
+                { key: 'authorizer_email', label: 'Authorizer Email' },
+            ]},
+        ],
+
+        mod: [
+            { group: 'MOD - Dates', keys: [
+                { key: 'assessment_start_date',    label: 'Assessment Start Date' },
+                { key: 'assessment_end_date',      label: 'Assessment End Date' },
+            ]},
+            { group: 'MOD - Authorizer', keys: [
+                { key: 'authorizer_name',  label: 'Authorizer Name' },
+                { key: 'authorizer_phone', label: 'Authorizer Phone' },
+                { key: 'authorizer_email', label: 'Authorizer Email' },
+            ]},
+        ],
+
+        hardship: [
+            { group: 'Hardship - Dates', keys: [
+                { key: 'assessment_start_date',    label: 'Assessment Start Date' },
+                { key: 'assessment_end_date',      label: 'Assessment End Date' },
+            ]},
+            { group: 'Hardship - Authorizer', keys: [
+                { key: 'authorizer_name',  label: 'Authorizer Name' },
+                { key: 'authorizer_phone', label: 'Authorizer Phone' },
+                { key: 'authorizer_email', label: 'Authorizer Email' },
+            ]},
+        ],
+    };
+
+    var DATA_KEYS = COMMON_KEYS.concat(CATEGORY_KEYS[templateCategory] || []);
+
+    // Build a flat lookup: key -> label
+    var KEY_LABELS = {};
+    DATA_KEYS.forEach(function (g) {
+        g.keys.forEach(function (k) { KEY_LABELS[k.key] = k.label; });
+    });
+
+    // Build <option> HTML for the data key dropdown
+    function buildDataKeyOptions(selectedKey) {
+        var html = '<option value="">(custom / none)</option>';
+        DATA_KEYS.forEach(function (g) {
+            html += '<optgroup label="' + g.group + '">';
+            g.keys.forEach(function (k) {
+                html += '<option value="' + k.key + '"'
+                      + (k.key === selectedKey ? ' selected' : '')
+                      + '>' + k.label + ' (' + k.key + ')</option>';
+            });
+            html += '</optgroup>';
+        });
+        return html;
+    }
+
+    var COLORS = {
+        text:      { bg: 'rgba(52,152,219,0.25)',  border: '#3498db' },
+        checkbox:  { bg: 'rgba(46,204,113,0.25)',  border: '#2ecc71' },
+        date:      { bg: 'rgba(230,126,34,0.25)',  border: '#e67e22' },
+        signature: { bg: 'rgba(155,89,182,0.25)',  border: '#9b59b6' },
+    };
+
+    var DEFAULT_SIZES = {
+        text:      { w: 0.150, h: 0.018 },
+        checkbox:  { w: 0.018, h: 0.018 },
+        date:      { w: 0.120, h: 0.018 },
+        signature: { w: 0.200, h: 0.050 },
+    };
+
+    // ================================================================
+    // JSONRPC helper
+    // ================================================================
+
+    function jsonrpc(url, params) {
+        return fetch(url, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ jsonrpc: '2.0', method: 'call', id: 1, params: params || {} })
+        }).then(function (r) { return r.json(); })
+          .then(function (d) {
+              if (d.error) { console.error('RPC error', d.error); return null; }
+              return d.result;
+          });
+    }
+
+    // ================================================================
+    // Init
+    // ================================================================
+
+    function init() {
+        loadFields();
+        setupPageNavigation();
+        setupPaletteDrag();
+        setupContainerDrop();
+        setupPreviewButton();
+        buildDataKeysSidebar();
+
+        // Prevent the image from intercepting drag events
+        if (pageImage) {
+            pageImage.style.pointerEvents = 'none';
+        }
+        // Also prevent any child (except field markers) from blocking drops
+        container.querySelectorAll('#no_preview_placeholder').forEach(function (el) {
+            el.style.pointerEvents = 'none';
+        });
+    }
+
+    function buildDataKeysSidebar() {
+        var list = document.getElementById('dataKeysList');
+        if (!list) return;
+        var html = '';
+        DATA_KEYS.forEach(function (g) {
+            html += '<div class="mb-1 mt-2"><strong>' + g.group + ':</strong></div>';
+            g.keys.forEach(function (k) {
+                html += '<code class="d-block">' + k.key + '</code>';
+            });
+        });
+        list.innerHTML = html;
+    }
+
+    // ================================================================
+    // Load fields
+    // ================================================================
+
+    function loadFields() {
+        jsonrpc('/fusion/pdf-editor/fields', { template_id: templateId }).then(function (result) {
+            if (!result) return;
+            fields = {};
+            result.forEach(function (f) { fields[f.id] = f; fieldCounter++; });
+            renderFieldsForPage(currentPage);
+        });
+    }
+
+    // ================================================================
+    // Render fields on current page
+    // ================================================================
+
+    function renderFieldsForPage(page) {
+        container.querySelectorAll('.pdf-field-marker').forEach(function (el) { el.remove(); });
+        Object.values(fields).forEach(function (f) {
+            if (f.page === page) renderFieldMarker(f);
+        });
+        updateFieldCount();
+    }
+
+    function renderFieldMarker(field) {
+        var c = COLORS[field.field_type] || COLORS.text;
+
+        var marker = document.createElement('div');
+        marker.className = 'pdf-field-marker';
+        marker.dataset.fieldId = field.id;
+        marker.setAttribute('draggable', 'true');
+
+        Object.assign(marker.style, {
+            position: 'absolute',
+            left: (field.pos_x * 100) + '%',
+            top: (field.pos_y * 100) + '%',
+            width: (field.width * 100) + '%',
+            height: Math.max(field.height * 100, 1.5) + '%',
+            backgroundColor: c.bg,
+            border: '2px solid ' + c.border,
+            borderRadius: '3px',
+            cursor: 'move',
+            display: 'flex',
+            alignItems: 'center',
+            fontSize: '10px',
+            color: '#333',
+            fontWeight: '600',
+            overflow: 'hidden',
+            whiteSpace: 'nowrap',
+            textOverflow: 'ellipsis',
+            padding: '0 4px',
+            zIndex: 10,
+            boxSizing: 'border-box',
+            userSelect: 'none',
+        });
+
+        // Label text
+        var label = document.createElement('span');
+        label.style.pointerEvents = 'none';
+        label.style.flex = '1';
+        label.style.overflow = 'hidden';
+        label.style.textOverflow = 'ellipsis';
+        label.textContent = field.label || field.name;
+        marker.appendChild(label);
+
+        // Resize handle (bottom-right corner)
+        var handle = document.createElement('div');
+        Object.assign(handle.style, {
+            position: 'absolute',
+            right: '0',
+            bottom: '0',
+            width: '10px',
+            height: '10px',
+            backgroundColor: c.border,
+            cursor: 'nwse-resize',
+            borderRadius: '2px 0 2px 0',
+            opacity: '0.7',
+        });
+        handle.className = 'resize-handle';
+        handle.addEventListener('mousedown', function (e) {
+            e.preventDefault();
+            e.stopPropagation();
+            startResize(field.id, e);
+        });
+        marker.appendChild(handle);
+
+        // Tooltip
+        marker.title = (field.label || field.name) + '\nKey: ' + (field.field_key || 'unmapped') + '\nType: ' + field.field_type;
+
+        // Drag to reposition
+        marker.addEventListener('dragstart', function (e) { onFieldDragStart(e, field.id); });
+        marker.addEventListener('dragend', function (e) { e.target.style.opacity = ''; });
+
+        // Click to select
+        marker.addEventListener('click', function (e) {
+            e.stopPropagation();
+            selectField(field.id);
+        });
+
+        container.appendChild(marker);
+
+        // Highlight if selected
+        if (field.id === selectedFieldId) {
+            marker.style.boxShadow = '0 0 0 3px #007bff';
+            marker.style.zIndex = '20';
+        }
+    }
+
+    // ================================================================
+    // Drag existing fields to reposition
+    // ================================================================
+
+    var dragOffsetX = 0, dragOffsetY = 0;
+    var dragFieldId = null;
+    var dragSource = null; // 'field' or 'palette'
+    var dragFieldType = null;
+
+    function onFieldDragStart(e, fieldId) {
+        dragSource = 'field';
+        dragFieldId = fieldId;
+        var rect = e.target.getBoundingClientRect();
+        dragOffsetX = e.clientX - rect.left;
+        dragOffsetY = e.clientY - rect.top;
+        e.dataTransfer.effectAllowed = 'move';
+        e.dataTransfer.setData('text/plain', 'field');
+        requestAnimationFrame(function () { e.target.style.opacity = '0.4'; });
+    }
+
+    // ================================================================
+    // Drag from palette to create new field
+    // ================================================================
+
+    function setupPaletteDrag() {
+        document.querySelectorAll('.pdf-palette-item').forEach(function (item) {
+            item.addEventListener('dragstart', function (e) {
+                dragSource = 'palette';
+                dragFieldType = e.currentTarget.dataset.fieldType;
+                dragFieldId = null;
+                e.dataTransfer.effectAllowed = 'copy';
+                e.dataTransfer.setData('text/plain', 'palette');
+                e.currentTarget.style.opacity = '0.5';
+            });
+            item.addEventListener('dragend', function (e) {
+                e.currentTarget.style.opacity = '';
+            });
+        });
+    }
+
+    // ================================================================
+    // Drop handler on PDF container
+    // ================================================================
+
+    function setupContainerDrop() {
+        // Must preventDefault on dragover for drop to fire
+        container.addEventListener('dragover', function (e) {
+            e.preventDefault();
+            e.stopPropagation();
+            e.dataTransfer.dropEffect = (dragSource === 'palette') ? 'copy' : 'move';
+        });
+
+        container.addEventListener('dragenter', function (e) {
+            e.preventDefault();
+            e.stopPropagation();
+        });
+
+        container.addEventListener('drop', function (e) {
+            e.preventDefault();
+            e.stopPropagation();
+
+            // Use the container rect as the reference area
+            // (the image has pointer-events:none, so we use the container which matches its size)
+            var rect = container.getBoundingClientRect();
+
+            if (dragSource === 'palette' && dragFieldType) {
+                // ---- CREATE new field at drop position ----
+                var defaults = DEFAULT_SIZES[dragFieldType] || DEFAULT_SIZES.text;
+                var posX = (e.clientX - rect.left) / rect.width;
+                var posY = (e.clientY - rect.top) / rect.height;
+                posX = normalize(posX, defaults.w);
+                posY = normalize(posY, defaults.h);
+                posX = round3(posX);
+                posY = round3(posY);
+
+                fieldCounter++;
+                var autoName = dragFieldType + '_' + fieldCounter;
+
+                var newField = {
+                    template_id: templateId,
+                    name: autoName,
+                    label: autoName,
+                    field_type: dragFieldType,
+                    field_key: autoName,
+                    page: currentPage,
+                    pos_x: posX,
+                    pos_y: posY,
+                    width: defaults.w,
+                    height: defaults.h,
+                    font_size: 10,
+                };
+
+                jsonrpc('/fusion/pdf-editor/create-field', newField).then(function (res) {
+                    if (res && res.id) {
+                        newField.id = res.id;
+                        fields[res.id] = newField;
+                        renderFieldsForPage(currentPage);
+                        selectField(res.id);
+                    }
+                });
+
+            } else if (dragSource === 'field' && dragFieldId && fields[dragFieldId]) {
+                // ---- MOVE existing field ----
+                var field = fields[dragFieldId];
+                var posX = (e.clientX - rect.left - dragOffsetX) / rect.width;
+                var posY = (e.clientY - rect.top - dragOffsetY) / rect.height;
+                posX = normalize(posX, field.width);
+                posY = normalize(posY, field.height);
+                posX = round3(posX);
+                posY = round3(posY);
+
+                field.pos_x = posX;
+                field.pos_y = posY;
+                saveField(field.id, { pos_x: posX, pos_y: posY });
+                renderFieldsForPage(currentPage);
+                selectField(field.id);
+            }
+
+            dragSource = null;
+            dragFieldId = null;
+            dragFieldType = null;
+        });
+    }
+
+    // ================================================================
+    // Resize handles
+    // ================================================================
+
+    function startResize(fieldId, startEvent) {
+        var field = fields[fieldId];
+        if (!field) return;
+
+        var imgRect = container.getBoundingClientRect();
+        var startX = startEvent.clientX;
+        var startY = startEvent.clientY;
+        var startW = field.width;
+        var startH = field.height;
+        var marker = container.querySelector('[data-field-id="' + fieldId + '"]');
+
+        function onMove(e) {
+            var dx = (e.clientX - startX) / imgRect.width;
+            var dy = (e.clientY - startY) / imgRect.height;
+            var newW = Math.max(startW + dx, 0.010);
+            var newH = Math.max(startH + dy, 0.005);
+
+            // Clamp to page bounds
+            if (field.pos_x + newW > 1.0) newW = 1.0 - field.pos_x;
+            if (field.pos_y + newH > 1.0) newH = 1.0 - field.pos_y;
+
+            field.width = round3(newW);
+            field.height = round3(newH);
+
+            if (marker) {
+                marker.style.width = (field.width * 100) + '%';
+                marker.style.height = Math.max(field.height * 100, 1.5) + '%';
+            }
+        }
+
+        function onUp() {
+            document.removeEventListener('mousemove', onMove);
+            document.removeEventListener('mouseup', onUp);
+            saveField(fieldId, { width: field.width, height: field.height });
+            renderFieldsForPage(currentPage);
+            selectField(fieldId);
+        }
+
+        document.addEventListener('mousemove', onMove);
+        document.addEventListener('mouseup', onUp);
+    }
+
+    // ================================================================
+    // Select field and show properties
+    // ================================================================
+
+    function selectField(fieldId) {
+        selectedFieldId = fieldId;
+        var field = fields[fieldId];
+        if (!field) return;
+
+        // Re-render to update highlights
+        renderFieldsForPage(currentPage);
+
+        var panel = document.getElementById('field_props_body');
+        panel.innerHTML = ''
+            + '<div class="mb-2">'
+            + '  <label class="form-label fw-bold small mb-0">Data Key</label>'
+            + '  <select class="form-select form-select-sm" id="prop_field_key">'
+            + buildDataKeyOptions(field.field_key || '')
+            + '  </select>'
+            + '</div>'
+            + row('Name', 'text', 'prop_name', field.name || '')
+            + row('Label', 'text', 'prop_label', field.label || '')
+            + '<div class="mb-2">'
+            + '  <label class="form-label fw-bold small mb-0">Type</label>'
+            + '  <select class="form-select form-select-sm" id="prop_type">'
+            + '    <option value="text"' + sel(field.field_type, 'text') + '>Text</option>'
+            + '    <option value="checkbox"' + sel(field.field_type, 'checkbox') + '>Checkbox</option>'
+            + '    <option value="signature"' + sel(field.field_type, 'signature') + '>Signature</option>'
+            + '    <option value="date"' + sel(field.field_type, 'date') + '>Date</option>'
+            + '  </select>'
+            + '</div>'
+            + '<div class="row mb-2">'
+            + '  <div class="col-6">' + row('Font Size', 'number', 'prop_font_size', field.font_size || 10, '0.5') + '</div>'
+            + '  <div class="col-6">' + row('Page', 'number', 'prop_page', field.page || 1) + '</div>'
+            + '</div>'
+            + '<div class="row mb-2">'
+            + '  <div class="col-6">' + row('Width', 'number', 'prop_width', field.width || 0.15, '0.005') + '</div>'
+            + '  <div class="col-6">' + row('Height', 'number', 'prop_height', field.height || 0.015, '0.005') + '</div>'
+            + '</div>'
+            + '<div class="row mb-2">'
+            + '  <div class="col-6"><label class="form-label fw-bold small mb-0">X</label>'
+            + '    <input type="text" class="form-control form-control-sm" value="' + round3(field.pos_x) + '" readonly/></div>'
+            + '  <div class="col-6"><label class="form-label fw-bold small mb-0">Y</label>'
+            + '    <input type="text" class="form-control form-control-sm" value="' + round3(field.pos_y) + '" readonly/></div>'
+            + '</div>'
+            + '<div class="mb-2">'
+            + '  <label class="form-label fw-bold small mb-0">Text Align</label>'
+            + '  <div class="btn-group w-100" role="group">'
+            + '    <button type="button" class="btn btn-sm btn-outline-secondary' + (field.text_align === 'left' || !field.text_align ? ' active' : '') + '" data-align="left"><i class="fa fa-align-left"></i></button>'
+            + '    <button type="button" class="btn btn-sm btn-outline-secondary' + (field.text_align === 'center' ? ' active' : '') + '" data-align="center"><i class="fa fa-align-center"></i></button>'
+            + '    <button type="button" class="btn btn-sm btn-outline-secondary' + (field.text_align === 'right' ? ' active' : '') + '" data-align="right"><i class="fa fa-align-right"></i></button>'
+            + '  </div>'
+            + '</div>'
+            + '<div class="d-flex gap-2 mt-3">'
+            + '  <button type="button" class="btn btn-primary btn-sm flex-grow-1" id="btn_save_props">'
+            + '    <i class="fa fa-save me-1"></i>Save</button>'
+            + '  <button type="button" class="btn btn-outline-danger btn-sm" id="btn_delete_field">'
+            + '    <i class="fa fa-trash me-1"></i>Delete</button>'
+            + '</div>';
+
+        // Auto-fill name and label when data key is selected
+        document.getElementById('prop_field_key').addEventListener('change', function () {
+            var selectedKey = this.value;
+            if (selectedKey && KEY_LABELS[selectedKey]) {
+                document.getElementById('prop_name').value = selectedKey;
+                document.getElementById('prop_label').value = KEY_LABELS[selectedKey];
+            }
+        });
+
+        var alignBtns = panel.querySelectorAll('[data-align]');
+        alignBtns.forEach(function (btn) {
+            btn.addEventListener('click', function () {
+                alignBtns.forEach(function (b) { b.classList.remove('active'); });
+                btn.classList.add('active');
+            });
+        });
+
+        document.getElementById('btn_save_props').addEventListener('click', function () {
+            var keySelect = document.getElementById('prop_field_key');
+            var selectedKey = keySelect ? keySelect.value : '';
+            var activeAlign = panel.querySelector('[data-align].active');
+            var vals = {
+                name: val('prop_name'),
+                label: val('prop_label'),
+                field_key: selectedKey,
+                field_type: val('prop_type'),
+                font_size: parseFloat(val('prop_font_size')) || 10,
+                page: parseInt(val('prop_page')) || 1,
+                width: parseFloat(val('prop_width')) || 0.15,
+                height: parseFloat(val('prop_height')) || 0.015,
+                text_align: activeAlign ? activeAlign.dataset.align : 'left',
+            };
+            Object.assign(field, vals);
+            saveField(fieldId, vals);
+            renderFieldsForPage(currentPage);
+            selectField(fieldId);
+        });
+
+        document.getElementById('btn_delete_field').addEventListener('click', function () {
+            if (!confirm('Delete "' + (field.label || field.name) + '"?')) return;
+            jsonrpc('/fusion/pdf-editor/delete-field', { field_id: fieldId }).then(function () {
+                delete fields[fieldId];
+                selectedFieldId = null;
+                renderFieldsForPage(currentPage);
+                panel.innerHTML = '<p class="text-muted small">Field deleted.</p>';
+            });
+        });
+    }
+
+    // ================================================================
+    // Save field to server
+    // ================================================================
+
+    function saveField(fieldId, values) {
+        jsonrpc('/fusion/pdf-editor/update-field', { field_id: fieldId, values: values });
+    }
+
+    // ================================================================
+    // Page navigation
+    // ================================================================
+
+    function setupPageNavigation() {
+        var prev = document.getElementById('btn_prev_page');
+        var next = document.getElementById('btn_next_page');
+        if (prev) prev.addEventListener('click', function () { if (currentPage > 1) switchPage(--currentPage); });
+        if (next) next.addEventListener('click', function () { if (currentPage < pageCount) switchPage(++currentPage); });
+    }
+
+    function switchPage(page) {
+        currentPage = page;
+        var d = document.getElementById('current_page_display');
+        if (d) d.textContent = page;
+        jsonrpc('/fusion/pdf-editor/page-image', { template_id: templateId, page: page }).then(function (r) {
+            if (r && r.image_url && pageImage) pageImage.src = r.image_url;
+            renderFieldsForPage(page);
+        });
+    }
+
+    // ================================================================
+    // Preview
+    // ================================================================
+
+    function setupPreviewButton() {
+        var btn = document.getElementById('btn_preview');
+        if (btn) btn.addEventListener('click', function () {
+            window.open('/fusion/pdf-editor/preview/' + templateId, '_blank');
+        });
+    }
+
+    // ================================================================
+    // Helpers
+    // ================================================================
+
+    function normalize(pos, dim) {
+        if (pos < 0) return 0;
+        if (pos + dim > 1.0) return 1.0 - dim;
+        return pos;
+    }
+
+    function round3(n) { return Math.round((n || 0) * 1000) / 1000; }
+
+    function val(id) { var el = document.getElementById(id); return el ? el.value : ''; }
+
+    function sel(current, option) { return current === option ? ' selected' : ''; }
+
+    function row(label, type, id, value, step) {
+        return '<div class="mb-2"><label class="form-label fw-bold small mb-0">' + label + '</label>'
+             + '<input type="' + type + '" class="form-control form-control-sm" id="' + id + '"'
+             + ' value="' + value + '"' + (step ? ' step="' + step + '"' : '') + '/></div>';
+    }
+
+    function updateFieldCount() {
+        var el = document.getElementById('field_count');
+        if (el) el.textContent = Object.keys(fields).length;
+    }
+
+    // ================================================================
+    // Start
+    // ================================================================
+
+    init();
+});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/portal_search.js

@@ -0,0 +1,161 @@
+/**
+ * Fusion Authorizer Portal - Real-time Search
+ */
+
+odoo.define('fusion_authorizer_portal.portal_search', function (require) {
+    'use strict';
+    
+    var publicWidget = require('web.public.widget');
+    var ajax = require('web.ajax');
+    
+    publicWidget.registry.PortalSearch = publicWidget.Widget.extend({
+        selector: '#portal-search-input',
+        events: {
+            'input': '_onSearchInput',
+            'keydown': '_onKeyDown',
+        },
+        
+        init: function () {
+            this._super.apply(this, arguments);
+            this.debounceTimer = null;
+            this.searchEndpoint = this._getSearchEndpoint();
+            this.resultsContainer = null;
+        },
+        
+        start: function () {
+            this._super.apply(this, arguments);
+            this.resultsContainer = document.getElementById('cases-table-body');
+            return Promise.resolve();
+        },
+        
+        _getSearchEndpoint: function () {
+            // Determine which portal we're on
+            var path = window.location.pathname;
+            if (path.includes('/my/authorizer')) {
+                return '/my/authorizer/cases/search';
+            } else if (path.includes('/my/sales')) {
+                return '/my/sales/cases/search';
+            }
+            return null;
+        },
+        
+        _onSearchInput: function (ev) {
+            var self = this;
+            var query = ev.target.value.trim();
+            
+            clearTimeout(this.debounceTimer);
+            
+            if (query.length < 2) {
+                // If query is too short, reload original page
+                return;
+            }
+            
+            // Debounce - wait 250ms before searching
+            this.debounceTimer = setTimeout(function () {
+                self._performSearch(query);
+            }, 250);
+        },
+        
+        _onKeyDown: function (ev) {
+            if (ev.key === 'Enter') {
+                ev.preventDefault();
+                var query = ev.target.value.trim();
+                if (query.length >= 2) {
+                    this._performSearch(query);
+                }
+            } else if (ev.key === 'Escape') {
+                ev.target.value = '';
+                window.location.reload();
+            }
+        },
+        
+        _performSearch: function (query) {
+            var self = this;
+            
+            if (!this.searchEndpoint) {
+                console.error('Search endpoint not found');
+                return;
+            }
+            
+            // Show loading indicator
+            this._showLoading(true);
+            
+            ajax.jsonRpc(this.searchEndpoint, 'call', {
+                query: query
+            }).then(function (response) {
+                self._showLoading(false);
+                
+                if (response.error) {
+                    console.error('Search error:', response.error);
+                    return;
+                }
+                
+                self._renderResults(response.results, query);
+            }).catch(function (error) {
+                self._showLoading(false);
+                console.error('Search failed:', error);
+            });
+        },
+        
+        _showLoading: function (show) {
+            var spinner = document.querySelector('.search-loading');
+            if (spinner) {
+                spinner.classList.toggle('active', show);
+            }
+        },
+        
+        _renderResults: function (results, query) {
+            if (!this.resultsContainer) {
+                return;
+            }
+            
+            if (!results || results.length === 0) {
+                this.resultsContainer.innerHTML = `
+                    <tr>
+                        <td colspan="6" class="text-center py-4">
+                            <i class="fa fa-search fa-2x text-muted mb-2"></i>
+                            <p class="text-muted mb-0">No results found for "${query}"</p>
+                        </td>
+                    </tr>
+                `;
+                return;
+            }
+            
+            var html = '';
+            var isAuthorizer = window.location.pathname.includes('/my/authorizer');
+            var baseUrl = isAuthorizer ? '/my/authorizer/case/' : '/my/sales/case/';
+            
+            results.forEach(function (order) {
+                var stateClass = 'bg-secondary';
+                if (order.state === 'sent') stateClass = 'bg-primary';
+                else if (order.state === 'sale') stateClass = 'bg-success';
+                
+                html += `
+                    <tr class="search-result-row">
+                        <td>${self._highlightMatch(order.name, query)}</td>
+                        <td>${self._highlightMatch(order.partner_name, query)}</td>
+                        <td>${order.date_order}</td>
+                        <td>${self._highlightMatch(order.claim_number || '-', query)}</td>
+                        <td><span class="badge ${stateClass}">${order.state_display}</span></td>
+                        <td>
+                            <a href="${baseUrl}${order.id}" class="btn btn-sm btn-primary">
+                                <i class="fa fa-eye me-1"></i>View
+                            </a>
+                        </td>
+                    </tr>
+                `;
+            });
+            
+            this.resultsContainer.innerHTML = html;
+        },
+        
+        _highlightMatch: function (text, query) {
+            if (!text || !query) return text || '';
+            
+            var regex = new RegExp('(' + query.replace(/[.*+?^${}()|[\]\\]/g, '\\$&') + ')', 'gi');
+            return text.replace(regex, '<span class="search-highlight">$1</span>');
+        }
+    });
+    
+    return publicWidget.registry.PortalSearch;
+});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/signature_pad.js

@@ -0,0 +1,167 @@
+/**
+ * Fusion Authorizer Portal - Signature Pad
+ * Touch-enabled digital signature capture
+ */
+
+odoo.define('fusion_authorizer_portal.signature_pad', function (require) {
+    'use strict';
+    
+    var publicWidget = require('web.public.widget');
+    var ajax = require('web.ajax');
+    
+    // Signature Pad Class
+    var SignaturePad = function (canvas, options) {
+        this.canvas = canvas;
+        this.ctx = canvas.getContext('2d');
+        this.options = Object.assign({
+            strokeColor: '#000000',
+            strokeWidth: 2,
+            backgroundColor: '#ffffff'
+        }, options || {});
+        
+        this.isDrawing = false;
+        this.lastX = 0;
+        this.lastY = 0;
+        this.points = [];
+        
+        this._initialize();
+    };
+    
+    SignaturePad.prototype = {
+        _initialize: function () {
+            var self = this;
+            
+            // Set canvas size
+            this._resizeCanvas();
+            
+            // Set drawing style
+            this.ctx.strokeStyle = this.options.strokeColor;
+            this.ctx.lineWidth = this.options.strokeWidth;
+            this.ctx.lineCap = 'round';
+            this.ctx.lineJoin = 'round';
+            
+            // Clear with background color
+            this.clear();
+            
+            // Event listeners
+            this.canvas.addEventListener('mousedown', this._startDrawing.bind(this));
+            this.canvas.addEventListener('mousemove', this._draw.bind(this));
+            this.canvas.addEventListener('mouseup', this._stopDrawing.bind(this));
+            this.canvas.addEventListener('mouseout', this._stopDrawing.bind(this));
+            
+            // Touch events
+            this.canvas.addEventListener('touchstart', this._startDrawing.bind(this), { passive: false });
+            this.canvas.addEventListener('touchmove', this._draw.bind(this), { passive: false });
+            this.canvas.addEventListener('touchend', this._stopDrawing.bind(this), { passive: false });
+            this.canvas.addEventListener('touchcancel', this._stopDrawing.bind(this), { passive: false });
+            
+            // Resize handler
+            window.addEventListener('resize', this._resizeCanvas.bind(this));
+        },
+        
+        _resizeCanvas: function () {
+            var rect = this.canvas.getBoundingClientRect();
+            var ratio = window.devicePixelRatio || 1;
+            
+            this.canvas.width = rect.width * ratio;
+            this.canvas.height = rect.height * ratio;
+            
+            this.ctx.scale(ratio, ratio);
+            this.canvas.style.width = rect.width + 'px';
+            this.canvas.style.height = rect.height + 'px';
+            
+            // Restore drawing style after resize
+            this.ctx.strokeStyle = this.options.strokeColor;
+            this.ctx.lineWidth = this.options.strokeWidth;
+            this.ctx.lineCap = 'round';
+            this.ctx.lineJoin = 'round';
+        },
+        
+        _getPos: function (e) {
+            var rect = this.canvas.getBoundingClientRect();
+            var x, y;
+            
+            if (e.touches && e.touches.length > 0) {
+                x = e.touches[0].clientX - rect.left;
+                y = e.touches[0].clientY - rect.top;
+            } else {
+                x = e.clientX - rect.left;
+                y = e.clientY - rect.top;
+            }
+            
+            return { x: x, y: y };
+        },
+        
+        _startDrawing: function (e) {
+            e.preventDefault();
+            this.isDrawing = true;
+            var pos = this._getPos(e);
+            this.lastX = pos.x;
+            this.lastY = pos.y;
+            this.points.push({ x: pos.x, y: pos.y, start: true });
+        },
+        
+        _draw: function (e) {
+            e.preventDefault();
+            if (!this.isDrawing) return;
+            
+            var pos = this._getPos(e);
+            
+            this.ctx.beginPath();
+            this.ctx.moveTo(this.lastX, this.lastY);
+            this.ctx.lineTo(pos.x, pos.y);
+            this.ctx.stroke();
+            
+            this.lastX = pos.x;
+            this.lastY = pos.y;
+            this.points.push({ x: pos.x, y: pos.y });
+        },
+        
+        _stopDrawing: function (e) {
+            e.preventDefault();
+            this.isDrawing = false;
+        },
+        
+        clear: function () {
+            this.ctx.fillStyle = this.options.backgroundColor;
+            this.ctx.fillRect(0, 0, this.canvas.width, this.canvas.height);
+            this.points = [];
+        },
+        
+        isEmpty: function () {
+            return this.points.length === 0;
+        },
+        
+        toDataURL: function (type, quality) {
+            return this.canvas.toDataURL(type || 'image/png', quality || 1.0);
+        }
+    };
+    
+    // Make SignaturePad available globally for inline scripts
+    window.SignaturePad = SignaturePad;
+    
+    // Widget for signature pads in portal
+    publicWidget.registry.SignaturePadWidget = publicWidget.Widget.extend({
+        selector: '.signature-pad-container',
+        
+        start: function () {
+            this._super.apply(this, arguments);
+            
+            var canvas = this.el.querySelector('canvas');
+            if (canvas) {
+                this.signaturePad = new SignaturePad(canvas);
+            }
+            
+            return Promise.resolve();
+        },
+        
+        getSignaturePad: function () {
+            return this.signaturePad;
+        }
+    });
+    
+    return {
+        SignaturePad: SignaturePad,
+        Widget: publicWidget.registry.SignaturePadWidget
+    };
+});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/technician_location.js

@@ -0,0 +1,97 @@
+/**
+ * Technician Location Logger
+ * Logs GPS location every 5 minutes during working hours (9 AM - 6 PM)
+ * Only logs while the browser tab is visible.
+ */
+(function () {
+    'use strict';
+
+    var INTERVAL_MS = 5 * 60 * 1000; // 5 minutes
+    var STORE_OPEN_HOUR = 9;
+    var STORE_CLOSE_HOUR = 18;
+    var locationTimer = null;
+
+    function isWorkingHours() {
+        var now = new Date();
+        var hour = now.getHours();
+        return hour >= STORE_OPEN_HOUR && hour < STORE_CLOSE_HOUR;
+    }
+
+    function isTechnicianPortal() {
+        // Check if we're on a technician portal page
+        return window.location.pathname.indexOf('/my/technician') !== -1;
+    }
+
+    function logLocation() {
+        if (!isWorkingHours()) {
+            return;
+        }
+        if (document.hidden) {
+            return;
+        }
+        if (!navigator.geolocation) {
+            return;
+        }
+
+        navigator.geolocation.getCurrentPosition(
+            function (position) {
+                var data = {
+                    jsonrpc: '2.0',
+                    method: 'call',
+                    params: {
+                        latitude: position.coords.latitude,
+                        longitude: position.coords.longitude,
+                        accuracy: position.coords.accuracy || 0,
+                    }
+                };
+                fetch('/my/technician/location/log', {
+                    method: 'POST',
+                    headers: { 'Content-Type': 'application/json' },
+                    body: JSON.stringify(data),
+                }).catch(function () {
+                    // Silently fail - location logging is best-effort
+                });
+            },
+            function () {
+                // Geolocation permission denied or error - silently ignore
+            },
+            { enableHighAccuracy: true, timeout: 10000, maximumAge: 60000 }
+        );
+    }
+
+    function startLocationLogging() {
+        if (!isTechnicianPortal()) {
+            return;
+        }
+
+        // Log immediately on page load
+        logLocation();
+
+        // Set interval for periodic logging
+        locationTimer = setInterval(logLocation, INTERVAL_MS);
+
+        // Pause/resume on tab visibility change
+        document.addEventListener('visibilitychange', function () {
+            if (document.hidden) {
+                // Tab hidden - clear interval to save battery
+                if (locationTimer) {
+                    clearInterval(locationTimer);
+                    locationTimer = null;
+                }
+            } else {
+                // Tab visible again - log immediately and restart interval
+                logLocation();
+                if (!locationTimer) {
+                    locationTimer = setInterval(logLocation, INTERVAL_MS);
+                }
+            }
+        });
+    }
+
+    // Start when DOM is ready
+    if (document.readyState === 'loading') {
+        document.addEventListener('DOMContentLoaded', startLocationLogging);
+    } else {
+        startLocationLogging();
+    }
+})();

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/technician_push.js

@@ -0,0 +1,96 @@
+/**
+ * Fusion Technician Portal - Push Notification Registration
+ * Registers service worker and subscribes to push notifications.
+ * Include this script on technician portal pages.
+ */
+
+(function() {
+    'use strict';
+
+    // Only run on technician portal pages
+    if (!document.querySelector('.tech-portal') && !window.location.pathname.startsWith('/my/technician')) {
+        return;
+    }
+
+    // Get VAPID public key from meta tag or page data
+    var vapidMeta = document.querySelector('meta[name="vapid-public-key"]');
+    var vapidPublicKey = vapidMeta ? vapidMeta.content : null;
+
+    if (!vapidPublicKey || !('serviceWorker' in navigator) || !('PushManager' in window)) {
+        return;
+    }
+
+    function urlBase64ToUint8Array(base64String) {
+        var padding = '='.repeat((4 - base64String.length % 4) % 4);
+        var base64 = (base64String + padding).replace(/-/g, '+').replace(/_/g, '/');
+        var rawData = window.atob(base64);
+        var outputArray = new Uint8Array(rawData.length);
+        for (var i = 0; i < rawData.length; ++i) {
+            outputArray[i] = rawData.charCodeAt(i);
+        }
+        return outputArray;
+    }
+
+    async function registerPushSubscription() {
+        try {
+            // Register service worker
+            var registration = await navigator.serviceWorker.register(
+                '/fusion_authorizer_portal/static/src/js/technician_sw.js',
+                {scope: '/my/technician/'}
+            );
+
+            // Wait for service worker to be ready
+            await navigator.serviceWorker.ready;
+
+            // Check existing subscription
+            var subscription = await registration.pushManager.getSubscription();
+
+            if (!subscription) {
+                // Request permission
+                var permission = await Notification.requestPermission();
+                if (permission !== 'granted') {
+                    console.log('[TechPush] Notification permission denied');
+                    return;
+                }
+
+                // Subscribe
+                subscription = await registration.pushManager.subscribe({
+                    userVisibleOnly: true,
+                    applicationServerKey: urlBase64ToUint8Array(vapidPublicKey),
+                });
+            }
+
+            // Send subscription to server
+            var key = subscription.getKey('p256dh');
+            var auth = subscription.getKey('auth');
+
+            var response = await fetch('/my/technician/push/subscribe', {
+                method: 'POST',
+                headers: {'Content-Type': 'application/json'},
+                body: JSON.stringify({
+                    jsonrpc: '2.0',
+                    method: 'call',
+                    params: {
+                        endpoint: subscription.endpoint,
+                        p256dh: btoa(String.fromCharCode.apply(null, new Uint8Array(key))),
+                        auth: btoa(String.fromCharCode.apply(null, new Uint8Array(auth))),
+                    }
+                }),
+            });
+
+            var data = await response.json();
+            if (data.result && data.result.success) {
+                console.log('[TechPush] Push subscription registered successfully');
+            }
+        } catch (error) {
+            console.warn('[TechPush] Push registration failed:', error);
+        }
+    }
+
+    // Register after page load
+    if (document.readyState === 'complete') {
+        registerPushSubscription();
+    } else {
+        window.addEventListener('load', registerPushSubscription);
+    }
+})();

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/technician_sw.js

@@ -0,0 +1,77 @@
+/**
+ * Fusion Technician Portal - Service Worker for Push Notifications
+ * Handles push events and notification clicks.
+ */
+
+self.addEventListener('push', function(event) {
+    if (!event.data) return;
+
+    var data;
+    try {
+        data = event.data.json();
+    } catch (e) {
+        data = {title: 'New Notification', body: event.data.text()};
+    }
+
+    var options = {
+        body: data.body || '',
+        icon: '/fusion_authorizer_portal/static/description/icon.png',
+        badge: '/fusion_authorizer_portal/static/description/icon.png',
+        tag: 'tech-task-' + (data.task_id || 'general'),
+        renotify: true,
+        data: {
+            url: data.url || '/my/technician',
+            taskId: data.task_id,
+            taskType: data.task_type,
+        },
+        actions: [],
+    };
+
+    // Add contextual actions based on task type
+    if (data.url) {
+        options.actions.push({action: 'view', title: 'View Task'});
+    }
+    if (data.task_type === 'delivery' || data.task_type === 'repair') {
+        options.actions.push({action: 'navigate', title: 'Navigate'});
+    }
+
+    event.waitUntil(
+        self.registration.showNotification(data.title || 'Fusion Technician', options)
+    );
+});
+
+self.addEventListener('notificationclick', function(event) {
+    event.notification.close();
+
+    var url = '/my/technician';
+    if (event.notification.data && event.notification.data.url) {
+        url = event.notification.data.url;
+    }
+
+    if (event.action === 'navigate' && event.notification.data && event.notification.data.taskId) {
+        // Open Google Maps for the task (will redirect through portal)
+        url = '/my/technician/task/' + event.notification.data.taskId;
+    }
+
+    event.waitUntil(
+        clients.matchAll({type: 'window', includeUncontrolled: true}).then(function(clientList) {
+            // Focus existing window if open
+            for (var i = 0; i < clientList.length; i++) {
+                var client = clientList[i];
+                if (client.url.indexOf('/my/technician') !== -1 && 'focus' in client) {
+                    client.navigate(url);
+                    return client.focus();
+                }
+            }
+            // Open new window
+            if (clients.openWindow) {
+                return clients.openWindow(url);
+            }
+        })
+    );
+});
+
+// Keep service worker alive
+self.addEventListener('activate', function(event) {
+    event.waitUntil(self.clients.claim());
+});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/xml/chatter_message_authorizer.xml

@@ -0,0 +1,27 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<!--
+    Fusion Authorizer Portal - Message Authorizer Chatter Button
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1
+
+    Adds a "Message Authorizer" icon button to the chatter topbar
+    on sale.order forms (after the Activity button).
+-->
+<templates xml:space="preserve">
+
+    <t t-inherit="mail.Chatter" t-inherit-mode="extension">
+
+        <!-- Insert after the Activity button -->
+        <xpath expr="//button[hasclass('o-mail-Chatter-activity')]" position="after">
+            <button t-if="state.thread and state.thread.model === 'sale.order'"
+                    class="o-mail-Chatter-messageAuthorizer btn btn-secondary text-nowrap me-1"
+                    t-att-class="{ 'my-2': !props.compactHeight }"
+                    t-on-click="onClickMessageAuthorizer"
+                    title="Message Authorizer">
+                <span>Message Authorizer</span>
+            </button>
+        </xpath>
+
+    </t>
+
+</templates>