update

fusion_loaners_management/__init__.py

@@ -0,0 +1,29 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import models
+from . import wizard
+from . import controllers
+
+
+def _pre_init_hook(env):
+    """Re-assign loaner data record ownership from fusion_claims before install.
+
+    Prevents duplicate stock locations, sequences, and product categories
+    when migrating loaner functionality from fusion_claims to this module.
+    """
+    env.cr.execute("""
+        UPDATE ir_model_data SET module = 'fusion_loaners_management'
+        WHERE module = 'fusion_claims'
+          AND name IN (
+              'stock_location_loaner',
+              'seq_loaner_checkout',
+              'product_category_loaner',
+              'product_category_loaner_rollator',
+              'product_category_loaner_wheelchair',
+              'product_category_loaner_powerchair',
+              'model_fusion_loaner_checkout',
+              'model_fusion_loaner_history'
+          )
+    """)

fusion_loaners_management/__manifest__.py

@@ -0,0 +1,58 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+{
+    'name': 'Fusion Loaners Management',
+    'version': '19.0.1.0.1',
+    'category': 'Inventory/Equipment',
+    'summary': 'Standalone loaner and demo equipment management with portal access',
+    'description': """
+Fusion Loaners Management
+==========================
+
+Standalone module for managing loaner and demo equipment checkout, return,
+and location tracking.
+
+Key Features:
+- Loaner checkout / return workflow with full audit trail
+- Automatic inventory transfers on checkout and return
+- Overdue tracking with automated email reminders
+- Rental conversion for overdue loaners
+- Sales rep storage location tracking
+- Portal access for sales reps and authorizers
+- Simplified product views for loaner equipment
+- Serial number (lot) based tracking
+    """,
+    'author': 'Nexa Systems Inc.',
+    'website': 'https://www.nexasystems.ca',
+    'license': 'OPL-1',
+    'depends': [
+        'base',
+        'sale',
+        'stock',
+        'mail',
+        'product',
+        'portal',
+        'website',
+        'sales_team',
+    ],
+    'data': [
+        'security/ir.model.access.csv',
+        'data/stock_location_data.xml',
+        'data/ir_cron_loaner_data.xml',
+        'views/fusion_loaner_views.xml',
+        'views/sale_order_views.xml',
+        'views/portal_loaner_templates.xml',
+    ],
+    'assets': {
+        'web.assets_frontend': [
+            'fusion_loaners_management/static/src/js/loaner_portal.js',
+        ],
+    },
+    'pre_init_hook': '_pre_init_hook',
+    'images': ['static/description/icon.png'],
+    'installable': True,
+    'auto_install': False,
+    'application': True,
+}

fusion_loaners_management/controllers/__init__.py

@@ -0,0 +1,5 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import loaner_portal

fusion_loaners_management/controllers/loaner_portal.py

@@ -0,0 +1,269 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import http
+from odoo.http import request
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class LoanerPortalController(http.Controller):
+
+    @http.route('/my/loaner/categories', type='jsonrpc', auth='user', website=True)
+    def portal_loaner_categories(self, **kw):
+        parent = request.env.ref(
+            'fusion_loaners_management.product_category_loaner',
+            raise_if_not_found=False,
+        )
+        if not parent:
+            return []
+        categories = request.env['product.category'].sudo().search([
+            ('parent_id', '=', parent.id),
+        ], order='name')
+        return [{'id': c.id, 'name': c.name} for c in categories]
+
+    @http.route('/my/loaner/products', type='jsonrpc', auth='user', website=True)
+    def portal_loaner_products(self, **kw):
+        domain = [('x_fc_can_be_loaned', '=', True)]
+        category_id = kw.get('category_id')
+        if category_id:
+            domain.append(('categ_id', '=', int(category_id)))
+
+        products = request.env['product.product'].sudo().search(domain)
+        loaner_location = request.env.ref(
+            'fusion_loaners_management.stock_location_loaner',
+            raise_if_not_found=False,
+        )
+
+        result = []
+        for p in products:
+            lots = []
+            if loaner_location:
+                quants = request.env['stock.quant'].sudo().search([
+                    ('product_id', '=', p.id),
+                    ('location_id', '=', loaner_location.id),
+                    ('quantity', '>', 0),
+                ])
+                for q in quants:
+                    if q.lot_id:
+                        lots.append({'id': q.lot_id.id, 'name': q.lot_id.name})
+            result.append({
+                'id': p.id,
+                'name': p.name,
+                'category_id': p.categ_id.id,
+                'period_days': p.product_tmpl_id.x_fc_loaner_period_days or 7,
+                'lots': lots,
+            })
+        return result
+
+    @http.route('/my/loaner/locations', type='jsonrpc', auth='user', website=True)
+    def portal_loaner_locations(self, **kw):
+        locations = request.env['stock.location'].sudo().search([
+            ('usage', '=', 'internal'),
+            ('company_id', '=', request.env.company.id),
+        ])
+        return [{'id': loc.id, 'name': loc.complete_name} for loc in locations]
+
+    @http.route('/my/loaner/equipment-locations', type='jsonrpc', auth='user', website=True)
+    def portal_equipment_locations(self, **kw):
+        """Return current location of all loaner equipment for the portal."""
+        partner = request.env.user.partner_id
+        if not (hasattr(partner, 'is_sales_rep_portal') and partner.is_sales_rep_portal) and \
+           not (hasattr(partner, 'is_authorizer') and partner.is_authorizer):
+            return {'error': 'Unauthorized'}
+
+        products = request.env['product.product'].sudo().search([
+            ('x_fc_can_be_loaned', '=', True),
+        ])
+        loaner_location = request.env.ref(
+            'fusion_loaners_management.stock_location_loaner',
+            raise_if_not_found=False,
+        )
+
+        result = []
+        for p in products:
+            quants = request.env['stock.quant'].sudo().search([
+                ('product_id', '=', p.id),
+                ('quantity', '>', 0),
+            ])
+            for q in quants:
+                result.append({
+                    'product_id': p.id,
+                    'product_name': p.name,
+                    'lot_id': q.lot_id.id if q.lot_id else False,
+                    'serial_number': q.lot_id.name if q.lot_id else '',
+                    'location_id': q.location_id.id,
+                    'location_name': q.location_id.complete_name,
+                    'quantity': q.quantity,
+                    'is_loaner_stock': q.location_id.id == loaner_location.id if loaner_location else False,
+                })
+        return result
+
+    @http.route('/my/loaner/checkout', type='jsonrpc', auth='user', website=True)
+    def portal_loaner_checkout(self, **kw):
+        partner = request.env.user.partner_id
+        if not (hasattr(partner, 'is_sales_rep_portal') and partner.is_sales_rep_portal) and \
+           not (hasattr(partner, 'is_authorizer') and partner.is_authorizer):
+            return {'error': 'Unauthorized'}
+
+        product_id = int(kw.get('product_id', 0))
+        lot_id = int(kw.get('lot_id', 0)) if kw.get('lot_id') else False
+        sale_order_id = int(kw.get('sale_order_id', 0)) if kw.get('sale_order_id') else False
+        client_id = int(kw.get('client_id', 0)) if kw.get('client_id') else False
+        loaner_period = int(kw.get('loaner_period_days', 7))
+        condition = kw.get('checkout_condition', 'good')
+        notes = kw.get('checkout_notes', '')
+
+        if not product_id:
+            return {'error': 'Product is required'}
+
+        vals = {
+            'product_id': product_id,
+            'loaner_period_days': loaner_period,
+            'checkout_condition': condition,
+            'checkout_notes': notes,
+            'sales_rep_id': request.env.user.id,
+        }
+        if lot_id:
+            vals['lot_id'] = lot_id
+        if sale_order_id:
+            so = request.env['sale.order'].sudo().browse(sale_order_id)
+            if so.exists():
+                vals['sale_order_id'] = so.id
+                vals['partner_id'] = so.partner_id.id
+                if hasattr(so, 'x_fc_authorizer_id') and so.x_fc_authorizer_id:
+                    vals['authorizer_id'] = so.x_fc_authorizer_id.id
+                vals['delivery_address'] = so.partner_shipping_id.contact_address if so.partner_shipping_id else ''
+        if client_id and not vals.get('partner_id'):
+            vals['partner_id'] = client_id
+
+        if not vals.get('partner_id'):
+            return {'error': 'Client is required'}
+
+        try:
+            checkout = request.env['fusion.loaner.checkout'].sudo().create(vals)
+            checkout.action_checkout()
+            return {
+                'success': True,
+                'checkout_id': checkout.id,
+                'name': checkout.name,
+                'message': f'Loaner {checkout.name} checked out successfully',
+            }
+        except Exception as e:
+            _logger.error(f"Loaner checkout error: {e}")
+            return {'error': str(e)}
+
+    @http.route('/my/loaner/create-product', type='jsonrpc', auth='user', website=True)
+    def portal_loaner_create_product(self, **kw):
+        partner = request.env.user.partner_id
+        if not (hasattr(partner, 'is_sales_rep_portal') and partner.is_sales_rep_portal) and \
+           not (hasattr(partner, 'is_authorizer') and partner.is_authorizer):
+            return {'error': 'Unauthorized'}
+
+        product_name = kw.get('product_name', '').strip()
+        serial_number = kw.get('serial_number', '').strip()
+
+        if not product_name:
+            return {'error': 'Product name is required'}
+        if not serial_number:
+            return {'error': 'Serial number is required'}
+
+        try:
+            category_id = kw.get('category_id')
+            category = None
+            if category_id:
+                category = request.env['product.category'].sudo().browse(int(category_id))
+                if not category.exists():
+                    category = None
+
+            if not category:
+                category = request.env.ref(
+                    'fusion_loaners_management.product_category_loaner',
+                    raise_if_not_found=False,
+                )
+            if not category:
+                category = request.env['product.category'].sudo().search([
+                    ('name', '=', 'Loaner Equipment'),
+                ], limit=1)
+            if not category:
+                category = request.env['product.category'].sudo().create({
+                    'name': 'Loaner Equipment',
+                })
+
+            product_tmpl = request.env['product.template'].sudo().create({
+                'name': product_name,
+                'type': 'consu',
+                'tracking': 'serial',
+                'categ_id': category.id,
+                'x_fc_can_be_loaned': True,
+                'x_fc_loaner_period_days': 7,
+                'sale_ok': False,
+                'purchase_ok': False,
+            })
+            product = product_tmpl.product_variant_id
+
+            lot = request.env['stock.lot'].sudo().create({
+                'name': serial_number,
+                'product_id': product.id,
+                'company_id': request.env.company.id,
+            })
+
+            loaner_location = request.env.ref(
+                'fusion_loaners_management.stock_location_loaner',
+                raise_if_not_found=False,
+            )
+            if loaner_location:
+                request.env['stock.quant'].sudo().create({
+                    'product_id': product.id,
+                    'location_id': loaner_location.id,
+                    'lot_id': lot.id,
+                    'quantity': 1,
+                })
+
+            return {
+                'success': True,
+                'product_id': product.id,
+                'product_name': product.name,
+                'lot_id': lot.id,
+                'lot_name': lot.name,
+            }
+        except Exception as e:
+            _logger.error(f"Loaner product creation error: {e}")
+            return {'error': str(e)}
+
+    @http.route('/my/loaner/return', type='jsonrpc', auth='user', website=True)
+    def portal_loaner_return(self, **kw):
+        partner = request.env.user.partner_id
+        if not (hasattr(partner, 'is_sales_rep_portal') and partner.is_sales_rep_portal) and \
+           not (hasattr(partner, 'is_authorizer') and partner.is_authorizer):
+            return {'error': 'Unauthorized'}
+
+        checkout_id = int(kw.get('checkout_id', 0))
+        return_condition = kw.get('return_condition', 'good')
+        return_notes = kw.get('return_notes', '')
+        return_location_id = int(kw.get('return_location_id', 0)) if kw.get('return_location_id') else None
+
+        if not checkout_id:
+            return {'error': 'Checkout ID is required'}
+
+        try:
+            checkout = request.env['fusion.loaner.checkout'].sudo().browse(checkout_id)
+            if not checkout.exists():
+                return {'error': 'Checkout not found'}
+            if checkout.state not in ('checked_out', 'overdue', 'rental_pending'):
+                return {'error': 'This loaner is not currently checked out'}
+
+            checkout.action_process_return(
+                return_condition=return_condition,
+                return_notes=return_notes,
+                return_location_id=return_location_id,
+            )
+            return {
+                'success': True,
+                'message': f'Loaner {checkout.name} returned successfully',
+            }
+        except Exception as e:
+            _logger.error(f"Loaner return error: {e}")
+            return {'error': str(e)}

fusion_loaners_management/data/ir_cron_loaner_data.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <data noupdate="1">
+        <record id="ir_cron_check_overdue_loaners" model="ir.cron">
+            <field name="name">Loaner Equipment: Check Overdue and Send Reminders</field>
+            <field name="model_id" ref="model_fusion_loaner_checkout"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_check_overdue_loaners()</field>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="active">True</field>
+        </record>
+    </data>
+</odoo>

fusion_loaners_management/data/stock_location_data.xml

@@ -0,0 +1,34 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <data noupdate="1">
+        <record id="stock_location_loaner" model="stock.location">
+            <field name="name">Loaner Stock</field>
+            <field name="usage">internal</field>
+            <field name="location_id" ref="stock.stock_location_stock"/>
+        </record>
+
+        <record id="seq_loaner_checkout" model="ir.sequence">
+            <field name="name">Loaner Checkout Sequence</field>
+            <field name="code">fusion.loaner.checkout</field>
+            <field name="prefix">LOAN/</field>
+            <field name="padding">5</field>
+            <field name="company_id" eval="False"/>
+        </record>
+
+        <record id="product_category_loaner" model="product.category">
+            <field name="name">Loaner Equipment</field>
+        </record>
+        <record id="product_category_loaner_rollator" model="product.category">
+            <field name="name">Rollators</field>
+            <field name="parent_id" ref="product_category_loaner"/>
+        </record>
+        <record id="product_category_loaner_wheelchair" model="product.category">
+            <field name="name">Wheelchairs</field>
+            <field name="parent_id" ref="product_category_loaner"/>
+        </record>
+        <record id="product_category_loaner_powerchair" model="product.category">
+            <field name="name">Powerchairs</field>
+            <field name="parent_id" ref="product_category_loaner"/>
+        </record>
+    </data>
+</odoo>

fusion_loaners_management/models/__init__.py

@@ -0,0 +1,10 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import loaner_email_mixin
+from . import fusion_loaner_checkout
+from . import fusion_loaner_history
+from . import product_template
+from . import sale_order
+from . import res_users

fusion_loaners_management/models/fusion_loaner_checkout.py

@@ -0,0 +1,684 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError, ValidationError
+from markupsafe import Markup
+from datetime import timedelta
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionLoanerCheckout(models.Model):
+    _name = 'fusion.loaner.checkout'
+    _description = 'Loaner Equipment Checkout'
+    _order = 'checkout_date desc, id desc'
+    _inherit = ['mail.thread', 'mail.activity.mixin', 'fusion.loaner.email.mixin']
+
+    name = fields.Char(
+        string='Reference',
+        required=True,
+        copy=False,
+        readonly=True,
+        default=lambda self: _('New'),
+    )
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        ondelete='set null',
+        tracking=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client',
+        required=True,
+        tracking=True,
+    )
+    authorizer_id = fields.Many2one(
+        'res.partner',
+        string='Authorizer',
+        help='Therapist/Authorizer associated with this loaner',
+    )
+    sales_rep_id = fields.Many2one(
+        'res.users',
+        string='Sales Rep',
+        default=lambda self: self.env.user,
+        tracking=True,
+    )
+    company_id = fields.Many2one(
+        'res.company',
+        string='Company',
+        default=lambda self: self.env.company,
+    )
+
+    product_id = fields.Many2one(
+        'product.product',
+        string='Product',
+        required=True,
+        domain="[('x_fc_can_be_loaned', '=', True)]",
+        tracking=True,
+    )
+    lot_id = fields.Many2one(
+        'stock.lot',
+        string='Serial Number',
+        domain="[('product_id', '=', product_id)]",
+        tracking=True,
+    )
+    product_description = fields.Text(
+        string='Product Description',
+        related='product_id.description_sale',
+    )
+
+    checkout_date = fields.Date(
+        string='Checkout Date',
+        required=True,
+        default=fields.Date.context_today,
+        tracking=True,
+    )
+    loaner_period_days = fields.Integer(
+        string='Loaner Period (Days)',
+        default=7,
+    )
+    expected_return_date = fields.Date(
+        string='Expected Return Date',
+        compute='_compute_expected_return_date',
+        store=True,
+    )
+    actual_return_date = fields.Date(
+        string='Actual Return Date',
+        tracking=True,
+    )
+    days_out = fields.Integer(
+        string='Days Out',
+        compute='_compute_days_out',
+    )
+    days_overdue = fields.Integer(
+        string='Days Overdue',
+        compute='_compute_days_overdue',
+    )
+
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('checked_out', 'Checked Out'),
+        ('overdue', 'Overdue'),
+        ('rental_pending', 'Rental Conversion Pending'),
+        ('returned', 'Returned'),
+        ('converted_rental', 'Converted to Rental'),
+        ('lost', 'Lost/Write-off'),
+    ], string='Status', default='draft', tracking=True, required=True)
+
+    delivery_address = fields.Text(string='Delivery Address')
+    return_location_id = fields.Many2one(
+        'stock.location',
+        string='Return Location',
+        domain="[('usage', '=', 'internal')]",
+        tracking=True,
+    )
+    checked_out_by_id = fields.Many2one(
+        'res.users',
+        string='Checked Out By',
+        default=lambda self: self.env.user,
+    )
+    returned_to_id = fields.Many2one(
+        'res.users',
+        string='Returned To',
+    )
+
+    checkout_condition = fields.Selection([
+        ('excellent', 'Excellent'),
+        ('good', 'Good'),
+        ('fair', 'Fair'),
+        ('needs_repair', 'Needs Repair'),
+    ], string='Checkout Condition', default='excellent')
+    checkout_notes = fields.Text(string='Checkout Notes')
+    checkout_photo_ids = fields.Many2many(
+        'ir.attachment',
+        'fusion_loaner_checkout_photo_rel',
+        'checkout_id',
+        'attachment_id',
+        string='Checkout Photos',
+    )
+
+    return_condition = fields.Selection([
+        ('excellent', 'Excellent'),
+        ('good', 'Good'),
+        ('fair', 'Fair'),
+        ('needs_repair', 'Needs Repair'),
+        ('damaged', 'Damaged'),
+    ], string='Return Condition')
+    return_notes = fields.Text(string='Return Notes')
+    return_photo_ids = fields.Many2many(
+        'ir.attachment',
+        'fusion_loaner_return_photo_rel',
+        'checkout_id',
+        'attachment_id',
+        string='Return Photos',
+    )
+
+    reminder_day5_sent = fields.Boolean(string='Day 5 Reminder Sent', default=False)
+    reminder_day8_sent = fields.Boolean(string='Day 8 Warning Sent', default=False)
+    reminder_day10_sent = fields.Boolean(string='Day 10 Final Notice Sent', default=False)
+
+    rental_order_id = fields.Many2one(
+        'sale.order',
+        string='Rental Order',
+    )
+    rental_conversion_date = fields.Date(string='Rental Conversion Date')
+
+    checkout_move_id = fields.Many2one('stock.move', string='Checkout Stock Move')
+    return_move_id = fields.Many2one('stock.move', string='Return Stock Move')
+
+    history_ids = fields.One2many(
+        'fusion.loaner.history',
+        'checkout_id',
+        string='History',
+    )
+    history_count = fields.Integer(
+        compute='_compute_history_count',
+        string='History Count',
+    )
+
+    @api.depends('checkout_date', 'loaner_period_days')
+    def _compute_expected_return_date(self):
+        for record in self:
+            if record.checkout_date and record.loaner_period_days:
+                record.expected_return_date = record.checkout_date + timedelta(days=record.loaner_period_days)
+            else:
+                record.expected_return_date = False
+
+    @api.depends('checkout_date', 'actual_return_date')
+    def _compute_days_out(self):
+        today = fields.Date.today()
+        for record in self:
+            if record.checkout_date:
+                end_date = record.actual_return_date or today
+                record.days_out = (end_date - record.checkout_date).days
+            else:
+                record.days_out = 0
+
+    @api.depends('expected_return_date', 'actual_return_date', 'state')
+    def _compute_days_overdue(self):
+        today = fields.Date.today()
+        for record in self:
+            if record.state in ('returned', 'converted_rental', 'lost'):
+                record.days_overdue = 0
+            elif record.expected_return_date:
+                end_date = record.actual_return_date or today
+                overdue = (end_date - record.expected_return_date).days
+                record.days_overdue = max(0, overdue)
+            else:
+                record.days_overdue = 0
+
+    def _compute_history_count(self):
+        for record in self:
+            record.history_count = len(record.history_ids)
+
+    @api.onchange('product_id')
+    def _onchange_product_id(self):
+        if self.product_id:
+            self.loaner_period_days = self.product_id.x_fc_loaner_period_days or 7
+            self.lot_id = False
+
+    @api.onchange('sale_order_id')
+    def _onchange_sale_order_id(self):
+        if self.sale_order_id:
+            self.partner_id = self.sale_order_id.partner_id
+            if hasattr(self.sale_order_id, 'x_fc_authorizer_id'):
+                self.authorizer_id = self.sale_order_id.x_fc_authorizer_id
+            self.sales_rep_id = self.sale_order_id.user_id
+            self.delivery_address = self.sale_order_id.partner_shipping_id.contact_address if self.sale_order_id.partner_shipping_id else ''
+
+    @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.loaner.checkout') or _('New')
+        records = super().create(vals_list)
+        for record in records:
+            record._log_history('create', 'Loaner checkout created')
+        return records
+
+    def action_checkout(self):
+        self.ensure_one()
+        if self.state != 'draft':
+            raise UserError(_("Can only checkout from draft state."))
+        if not self.product_id:
+            raise UserError(_("Please select a product."))
+        self.write({'state': 'checked_out'})
+        self._log_history('checkout', f'Loaner checked out to {self.partner_id.name}')
+        try:
+            with self.env.cr.savepoint():
+                self._create_checkout_stock_move()
+        except Exception as e:
+            _logger.warning(f"Stock move failed for checkout {self.name} (non-blocking): {e}")
+        self._send_checkout_email()
+        self.message_post(
+            body=Markup(
+                '<div class="alert alert-success">'
+                f'<strong>Loaner Checked Out</strong><br/>'
+                f'Product: {self.product_id.name}<br/>'
+                f'Serial: {self.lot_id.name if self.lot_id else "N/A"}<br/>'
+                f'Expected Return: {self.expected_return_date}'
+                '</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        return True
+
+    def action_return(self):
+        self.ensure_one()
+        return {
+            'name': _('Return Loaner'),
+            'type': 'ir.actions.act_window',
+            'res_model': 'fusion.loaner.return.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {'default_checkout_id': self.id},
+        }
+
+    def action_process_return(self, return_condition, return_notes=None, return_photos=None, return_location_id=None):
+        self.ensure_one()
+        if self.state not in ('checked_out', 'overdue', 'rental_pending'):
+            raise UserError(_("Cannot return a loaner that is not checked out."))
+        vals = {
+            'state': 'returned',
+            'actual_return_date': fields.Date.today(),
+            'return_condition': return_condition,
+            'return_notes': return_notes,
+            'returned_to_id': self.env.user.id,
+        }
+        if return_location_id:
+            vals['return_location_id'] = return_location_id
+        if return_photos:
+            vals['return_photo_ids'] = [(6, 0, return_photos)]
+        self.write(vals)
+        self._log_history('return', f'Loaner returned in {return_condition} condition')
+        try:
+            with self.env.cr.savepoint():
+                self._create_return_stock_move()
+        except Exception as e:
+            _logger.warning(f"Stock move failed for return {self.name} (non-blocking): {e}")
+        self._send_return_email()
+        self.message_post(
+            body=Markup(
+                '<div class="alert alert-info">'
+                f'<strong>Loaner Returned</strong><br/>'
+                f'Condition: {return_condition}<br/>'
+                f'Days Out: {self.days_out}'
+                '</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        return True
+
+    def action_mark_lost(self):
+        self.ensure_one()
+        self.write({'state': 'lost'})
+        self._log_history('lost', 'Loaner marked as lost/write-off')
+        self.message_post(
+            body=Markup(
+                '<div class="alert alert-danger">'
+                '<strong>Loaner Marked as Lost</strong><br/>'
+                f'Product: {self.product_id.name}<br/>'
+                f'Serial: {self.lot_id.name if self.lot_id else "N/A"}'
+                '</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+
+    def action_convert_to_rental(self):
+        self.ensure_one()
+        self.write({
+            'state': 'rental_pending',
+            'rental_conversion_date': fields.Date.today(),
+        })
+        self._log_history('rental_pending', 'Loaner flagged for rental conversion')
+        self._send_rental_conversion_email()
+
+    def action_view_history(self):
+        self.ensure_one()
+        return {
+            'name': _('Loaner History'),
+            'type': 'ir.actions.act_window',
+            'res_model': 'fusion.loaner.history',
+            'view_mode': 'tree,form',
+            'domain': [('checkout_id', '=', self.id)],
+            'context': {'default_checkout_id': self.id},
+        }
+
+    def action_view_sale_order(self):
+        self.ensure_one()
+        if not self.sale_order_id:
+            return
+        return {
+            'name': self.sale_order_id.name,
+            'type': 'ir.actions.act_window',
+            'res_model': 'sale.order',
+            'view_mode': 'form',
+            'res_id': self.sale_order_id.id,
+        }
+
+    def action_view_partner(self):
+        self.ensure_one()
+        if not self.partner_id:
+            return
+        return {
+            'name': self.partner_id.name,
+            'type': 'ir.actions.act_window',
+            'res_model': 'res.partner',
+            'view_mode': 'form',
+            'res_id': self.partner_id.id,
+        }
+
+    def _get_loaner_location(self):
+        location = self.env.ref('fusion_loaners_management.stock_location_loaner', raise_if_not_found=False)
+        if not location:
+            location = self.env.ref('stock.stock_location_stock')
+        return location
+
+    def _get_customer_location(self):
+        return self.env.ref('stock.stock_location_customers')
+
+    def _create_stock_transfer(self, source_location, dest_location, reference):
+        picking_type = self.env['stock.picking.type'].sudo().search([
+            ('code', '=', 'internal'),
+            ('company_id', '=', self.company_id.id),
+        ], limit=1)
+        if not picking_type:
+            picking_type = self.env['stock.picking.type'].sudo().search([
+                ('code', '=', 'internal'),
+            ], limit=1)
+
+        picking_vals = {
+            'picking_type_id': picking_type.id,
+            'location_id': source_location.id,
+            'location_dest_id': dest_location.id,
+            'origin': reference,
+            'company_id': self.company_id.id,
+            'immediate_transfer': True,
+        }
+        picking = self.env['stock.picking'].sudo().create(picking_vals)
+
+        move_vals = {
+            'name': reference,
+            'product_id': self.product_id.id,
+            'product_uom_qty': 1,
+            'product_uom': self.product_id.uom_id.id,
+            'location_id': source_location.id,
+            'location_dest_id': dest_location.id,
+            'picking_id': picking.id,
+            'company_id': self.company_id.id,
+        }
+        move = self.env['stock.move'].sudo().create(move_vals)
+
+        picking.action_confirm()
+
+        if move.move_line_ids and self.lot_id:
+            move.move_line_ids.write({
+                'lot_id': self.lot_id.id,
+                'quantity': 1,
+            })
+        elif not move.move_line_ids:
+            ml_vals = {
+                'move_id': move.id,
+                'product_id': self.product_id.id,
+                'location_id': source_location.id,
+                'location_dest_id': dest_location.id,
+                'quantity': 1,
+                'picking_id': picking.id,
+                'company_id': self.company_id.id,
+            }
+            if self.lot_id:
+                ml_vals['lot_id'] = self.lot_id.id
+            self.env['stock.move.line'].sudo().create(ml_vals)
+
+        picking.button_validate()
+        return move
+
+    def _create_checkout_stock_move(self):
+        try:
+            source = self._get_loaner_location()
+            dest = self._get_customer_location()
+            move = self._create_stock_transfer(
+                source, dest,
+                'Loaner Checkout: %s' % self.name,
+            )
+            self.checkout_move_id = move.id
+        except Exception as e:
+            _logger.warning("Could not create checkout stock move for %s: %s", self.name, e)
+
+    def _create_return_stock_move(self):
+        try:
+            source = self._get_customer_location()
+            dest = self.return_location_id or self._get_loaner_location()
+            move = self._create_stock_transfer(
+                source, dest,
+                'Loaner Return: %s' % self.name,
+            )
+            self.return_move_id = move.id
+        except Exception as e:
+            _logger.warning("Could not create return stock move for %s: %s", self.name, e)
+
+    def _log_history(self, action, notes=None):
+        self.ensure_one()
+        self.env['fusion.loaner.history'].create({
+            'checkout_id': self.id,
+            'lot_id': self.lot_id.id if self.lot_id else False,
+            'action': action,
+            'notes': notes,
+        })
+
+    def _get_email_recipients(self):
+        recipients = {
+            'client_email': self.partner_id.email if self.partner_id else None,
+            'authorizer_email': self.authorizer_id.email if self.authorizer_id else None,
+            'sales_rep_email': self.sales_rep_id.email if self.sales_rep_id else None,
+            'office_emails': [],
+        }
+        company = self.company_id or self.env.company
+        if hasattr(company, 'x_fc_office_notification_ids'):
+            office_partners = company.sudo().x_fc_office_notification_ids
+            recipients['office_emails'] = [p.email for p in office_partners if p.email]
+        return recipients
+
+    def _send_checkout_email(self):
+        self.ensure_one()
+        recipients = self._get_email_recipients()
+        to_emails = [e for e in [recipients['client_email'], recipients['authorizer_email']] if e]
+        cc_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
+        if not to_emails:
+            return False
+        client_name = self.partner_id.name or 'Client'
+        product_name = self.product_id.name or 'Product'
+        expected_return = self.expected_return_date.strftime('%B %d, %Y') if self.expected_return_date else 'N/A'
+        body_html = self._email_build(
+            title='Loaner Equipment Checkout',
+            summary=f'Loaner equipment has been checked out for <strong>{client_name}</strong>.',
+            email_type='info',
+            sections=[('Loaner Details', [
+                ('Reference', self.name),
+                ('Product', product_name),
+                ('Serial Number', self.lot_id.name if self.lot_id else None),
+                ('Checkout Date', self.checkout_date.strftime('%B %d, %Y') if self.checkout_date else None),
+                ('Expected Return', expected_return),
+                ('Loaner Period', f'{self.loaner_period_days} days'),
+            ])],
+            note='<strong>Important:</strong> Please return the loaner equipment by the expected return date. '
+                 'If not returned on time, rental charges may apply.',
+            note_color='#d69e2e',
+        )
+        try:
+            self.env['mail.mail'].sudo().create({
+                'subject': f'Loaner Checkout - {product_name} - {self.name}',
+                'body_html': body_html,
+                'email_to': ', '.join(to_emails),
+                'email_cc': ', '.join(cc_emails) if cc_emails else '',
+                'model': 'fusion.loaner.checkout', 'res_id': self.id,
+            }).send()
+            return True
+        except Exception as e:
+            _logger.error(f"Failed to send checkout email for {self.name}: {e}")
+            return False
+
+    def _send_return_email(self):
+        self.ensure_one()
+        recipients = self._get_email_recipients()
+        to_emails = [e for e in [recipients['client_email']] if e]
+        cc_emails = [e for e in [recipients['sales_rep_email']] if e]
+        if not to_emails:
+            return False
+        client_name = self.partner_id.name or 'Client'
+        product_name = self.product_id.name or 'Product'
+        body_html = self._email_build(
+            title='Loaner Equipment Returned',
+            summary=f'Thank you for returning the loaner equipment, <strong>{client_name}</strong>.',
+            email_type='success',
+            sections=[('Return Details', [
+                ('Reference', self.name),
+                ('Product', product_name),
+                ('Return Date', self.actual_return_date.strftime('%B %d, %Y') if self.actual_return_date else None),
+                ('Condition', self.return_condition or None),
+                ('Days Out', str(self.days_out)),
+            ])],
+        )
+        try:
+            self.env['mail.mail'].sudo().create({
+                'subject': f'Loaner Returned - {product_name} - {self.name}',
+                'body_html': body_html,
+                'email_to': ', '.join(to_emails),
+                'email_cc': ', '.join(cc_emails) if cc_emails else '',
+                'model': 'fusion.loaner.checkout', 'res_id': self.id,
+            }).send()
+            return True
+        except Exception as e:
+            _logger.error(f"Failed to send return email for {self.name}: {e}")
+            return False
+
+    def _send_rental_conversion_email(self):
+        self.ensure_one()
+        recipients = self._get_email_recipients()
+        to_emails = [e for e in [recipients['client_email'], recipients['authorizer_email']] if e]
+        cc_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
+        if not to_emails and not cc_emails:
+            return False
+        client_name = self.partner_id.name or 'Client'
+        product_name = self.product_id.name or 'Product'
+        weekly_rate = self.product_id.x_fc_rental_price_weekly or 0
+        monthly_rate = self.product_id.x_fc_rental_price_monthly or 0
+        body_html = self._email_build(
+            title='Loaner Rental Conversion Notice',
+            summary=f'The loaner equipment for <strong>{client_name}</strong> has exceeded the free loaner period.',
+            email_type='urgent',
+            sections=[('Equipment Details', [
+                ('Reference', self.name),
+                ('Product', product_name),
+                ('Days Out', str(self.days_out)),
+                ('Days Overdue', str(self.days_overdue)),
+                ('Weekly Rental Rate', f'${weekly_rate:.2f}'),
+                ('Monthly Rental Rate', f'${monthly_rate:.2f}'),
+            ])],
+            note='<strong>Action required:</strong> Please return the equipment or contact us to arrange '
+                 'a rental agreement. Rental charges will apply until the equipment is returned.',
+            note_color='#c53030',
+        )
+        email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1])
+        email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:])
+        try:
+            self.env['mail.mail'].sudo().create({
+                'subject': f'Loaner Rental Conversion - {product_name} - {self.name}',
+                'body_html': body_html,
+                'email_to': email_to, 'email_cc': email_cc,
+                'model': 'fusion.loaner.checkout', 'res_id': self.id,
+            }).send()
+            return True
+        except Exception as e:
+            _logger.error(f"Failed to send rental conversion email for {self.name}: {e}")
+            return False
+
+    def _send_reminder_email(self, reminder_type):
+        self.ensure_one()
+        recipients = self._get_email_recipients()
+        client_name = self.partner_id.name or 'Client'
+        product_name = self.product_id.name or 'Product'
+        expected_return = self.expected_return_date.strftime('%B %d, %Y') if self.expected_return_date else 'N/A'
+
+        if reminder_type == 'day5':
+            to_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
+            cc_emails = []
+            subject = f'Loaner Reminder: {product_name} - Day 5'
+            email_type = 'attention'
+            message = (f'The loaner equipment for {client_name} has been out for 5 days. '
+                       f'Please follow up to arrange return.')
+        elif reminder_type == 'day8':
+            to_emails = [e for e in [recipients['client_email']] if e]
+            cc_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
+            subject = f'Loaner Return Reminder - {product_name}'
+            email_type = 'attention'
+            message = (f'Your loaner equipment has been out for 8 days. '
+                       f'Please return it soon or it may be converted to a rental.')
+        else:
+            to_emails = [e for e in [recipients['client_email'], recipients['authorizer_email']] if e]
+            cc_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
+            subject = f'Loaner Return Required - {product_name}'
+            email_type = 'urgent'
+            message = (f'Your loaner equipment has been out for {self.days_out} days. '
+                       f'If not returned, rental charges will apply.')
+
+        if not to_emails:
+            return False
+
+        body_html = self._email_build(
+            title='Loaner Equipment Reminder',
+            summary=message,
+            email_type=email_type,
+            sections=[('Loaner Details', [
+                ('Reference', self.name),
+                ('Client', client_name),
+                ('Product', product_name),
+                ('Days Out', str(self.days_out)),
+                ('Expected Return', expected_return),
+            ])],
+        )
+        try:
+            self.env['mail.mail'].sudo().create({
+                'subject': subject,
+                'body_html': body_html,
+                'email_to': ', '.join(to_emails),
+                'email_cc': ', '.join(cc_emails) if cc_emails else '',
+                'model': 'fusion.loaner.checkout', 'res_id': self.id,
+            }).send()
+            return True
+        except Exception as e:
+            _logger.error(f"Failed to send {reminder_type} reminder for {self.name}: {e}")
+            return False
+
+    @api.model
+    def _cron_check_overdue_loaners(self):
+        today = fields.Date.today()
+        active_loaners = self.search([
+            ('state', 'in', ['checked_out', 'overdue', 'rental_pending']),
+        ])
+        for loaner in active_loaners:
+            days_out = loaner.days_out
+            if loaner.state == 'checked_out' and loaner.expected_return_date and today > loaner.expected_return_date:
+                loaner.write({'state': 'overdue'})
+                loaner._log_history('overdue', f'Loaner is now overdue by {loaner.days_overdue} days')
+            if days_out >= 5 and not loaner.reminder_day5_sent:
+                loaner._send_reminder_email('day5')
+                loaner.reminder_day5_sent = True
+                loaner._log_history('reminder_sent', 'Day 5 reminder sent')
+            if days_out >= 8 and not loaner.reminder_day8_sent:
+                loaner._send_reminder_email('day8')
+                loaner.reminder_day8_sent = True
+                loaner._log_history('reminder_sent', 'Day 8 rental warning sent')
+            if days_out >= 10 and not loaner.reminder_day10_sent:
+                loaner._send_reminder_email('day10')
+                loaner.reminder_day10_sent = True
+                loaner._log_history('reminder_sent', 'Day 10 final notice sent')
+                if loaner.state != 'rental_pending':
+                    loaner.action_convert_to_rental()

fusion_loaners_management/models/fusion_loaner_history.py

@@ -0,0 +1,82 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionLoanerHistory(models.Model):
+    _name = 'fusion.loaner.history'
+    _description = 'Loaner History Log'
+    _order = 'action_date desc, id desc'
+
+    checkout_id = fields.Many2one(
+        'fusion.loaner.checkout',
+        string='Checkout Record',
+        ondelete='cascade',
+        required=True,
+    )
+    lot_id = fields.Many2one(
+        'stock.lot',
+        string='Serial Number',
+    )
+    product_id = fields.Many2one(
+        'product.product',
+        string='Product',
+        related='checkout_id.product_id',
+        store=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client',
+        related='checkout_id.partner_id',
+        store=True,
+    )
+
+    action = fields.Selection([
+        ('create', 'Created'),
+        ('checkout', 'Checked Out'),
+        ('return', 'Returned'),
+        ('condition_update', 'Condition Updated'),
+        ('reminder_sent', 'Reminder Sent'),
+        ('overdue', 'Marked Overdue'),
+        ('rental_pending', 'Rental Conversion Pending'),
+        ('rental_converted', 'Converted to Rental'),
+        ('lost', 'Marked as Lost'),
+        ('note', 'Note Added'),
+    ], string='Action', required=True)
+
+    action_date = fields.Datetime(
+        string='Date/Time',
+        default=fields.Datetime.now,
+        required=True,
+    )
+    user_id = fields.Many2one(
+        'res.users',
+        string='User',
+        default=lambda self: self.env.user,
+        required=True,
+    )
+    notes = fields.Text(string='Notes')
+
+    def _get_action_label(self):
+        action_labels = dict(self._fields['action'].selection)
+        return action_labels.get(self.action, self.action)
+
+    def name_get(self):
+        result = []
+        for record in self:
+            name = f"{record.checkout_id.name} - {record._get_action_label()}"
+            result.append((record.id, name))
+        return result
+
+    @api.model
+    def get_history_by_serial(self, lot_id):
+        return self.search([('lot_id', '=', lot_id)], order='action_date desc')
+
+    @api.model
+    def get_history_by_product(self, product_id):
+        return self.search([('product_id', '=', product_id)], order='action_date desc')

fusion_loaners_management/models/loaner_email_mixin.py

@@ -0,0 +1,172 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models
+
+
+class LoanerEmailMixin(models.AbstractModel):
+    _name = 'fusion.loaner.email.mixin'
+    _description = 'Loaner Email Builder Mixin'
+
+    _EMAIL_COLORS = {
+        'info': '#2B6CB0',
+        'success': '#38a169',
+        'attention': '#d69e2e',
+        'urgent': '#c53030',
+    }
+
+    def _email_build(
+        self,
+        title,
+        summary,
+        sections=None,
+        note=None,
+        note_color=None,
+        email_type='info',
+        attachments_note=None,
+        button_url=None,
+        button_text='View Details',
+        sender_name=None,
+        extra_html='',
+    ):
+        accent = self._EMAIL_COLORS.get(email_type, self._EMAIL_COLORS['info'])
+        company = self._get_company_info()
+
+        parts = []
+        parts.append(
+            f'<div style="font-family:-apple-system,BlinkMacSystemFont,\'Segoe UI\',Roboto,Arial,sans-serif;'
+            f'max-width:600px;margin:0 auto;">'
+            f'<div style="height:4px;background-color:{accent};"></div>'
+            f'<div style="padding:32px 28px;">'
+        )
+        parts.append(
+            f'<p style="color:{accent};font-size:13px;font-weight:600;letter-spacing:0.5px;'
+            f'text-transform:uppercase;margin:0 0 24px 0;">{company["name"]}</p>'
+        )
+        parts.append(
+            f'<h2 style="font-size:22px;font-weight:700;'
+            f'margin:0 0 6px 0;line-height:1.3;">{title}</h2>'
+        )
+        parts.append(
+            f'<p style="opacity:0.65;font-size:15px;line-height:1.5;'
+            f'margin:0 0 24px 0;">{summary}</p>'
+        )
+
+        if sections:
+            for heading, rows in sections:
+                parts.append(self._email_section(heading, rows))
+
+        if note:
+            nc = note_color or accent
+            parts.append(self._email_note(note, nc))
+
+        if extra_html:
+            parts.append(extra_html)
+
+        if attachments_note:
+            parts.append(self._email_attachment_note(attachments_note))
+
+        if button_url:
+            parts.append(self._email_button(button_url, button_text, accent))
+
+        signer = sender_name or (self.env.user.name if self.env.user else '')
+        parts.append(
+            f'<p style="font-size:14px;line-height:1.6;margin:24px 0 0 0;">'
+            f'Best regards,<br/>'
+            f'<strong>{signer}</strong><br/>'
+            f'<span style="opacity:0.6;">{company["name"]}</span></p>'
+        )
+        parts.append('</div>')
+
+        footer_parts = [company['name']]
+        if company['phone']:
+            footer_parts.append(company['phone'])
+        if company['email']:
+            footer_parts.append(company['email'])
+        footer_text = ' &middot; '.join(footer_parts)
+
+        parts.append(
+            f'<div style="padding:16px 28px;text-align:center;">'
+            f'<p style="opacity:0.5;font-size:11px;line-height:1.5;margin:0;">'
+            f'{footer_text}<br/>'
+            f'This is an automated notification from the Loaner Management System.</p>'
+            f'</div>'
+        )
+        parts.append('</div>')
+        return ''.join(parts)
+
+    def _email_section(self, heading, rows):
+        if not rows:
+            return ''
+        html = (
+            '<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">'
+            f'<tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;'
+            f'opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;'
+            f'border-bottom:2px solid rgba(128,128,128,0.25);">{heading}</td></tr>'
+        )
+        for label, value in rows:
+            if value is None or value == '' or value is False:
+                continue
+            html += (
+                f'<tr>'
+                f'<td style="padding:10px 14px;opacity:0.6;font-size:14px;'
+                f'border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">{label}</td>'
+                f'<td style="padding:10px 14px;font-size:14px;'
+                f'border-bottom:1px solid rgba(128,128,128,0.15);">{value}</td>'
+                f'</tr>'
+            )
+        html += '</table>'
+        return html
+
+    def _email_note(self, text, color='#2B6CB0'):
+        return (
+            f'<div style="border-left:3px solid {color};padding:12px 16px;'
+            f'margin:0 0 24px 0;">'
+            f'<p style="margin:0;font-size:14px;line-height:1.5;">{text}</p>'
+            f'</div>'
+        )
+
+    def _email_button(self, url, text='View Details', color='#2B6CB0'):
+        return (
+            f'<p style="text-align:center;margin:28px 0;">'
+            f'<a href="{url}" style="display:inline-block;background:{color};color:#ffffff;'
+            f'padding:12px 28px;text-decoration:none;border-radius:6px;'
+            f'font-size:14px;font-weight:600;">{text}</a></p>'
+        )
+
+    def _email_attachment_note(self, description):
+        return (
+            f'<div style="padding:10px 14px;border:1px dashed rgba(128,128,128,0.35);border-radius:6px;'
+            f'margin:0 0 24px 0;">'
+            f'<p style="margin:0;font-size:13px;opacity:0.65;">'
+            f'<strong style="opacity:1;">Attached:</strong> {description}</p>'
+            f'</div>'
+        )
+
+    def _email_status_badge(self, label, color='#2B6CB0'):
+        bg_map = {
+            '#38a169': 'rgba(56,161,105,0.12)',
+            '#2B6CB0': 'rgba(43,108,176,0.12)',
+            '#d69e2e': 'rgba(214,158,46,0.12)',
+            '#c53030': 'rgba(197,48,48,0.12)',
+        }
+        bg = bg_map.get(color, 'rgba(43,108,176,0.12)')
+        return (
+            f'<span style="display:inline-block;background:{bg};color:{color};'
+            f'padding:2px 10px;border-radius:12px;font-size:12px;font-weight:600;">'
+            f'{label}</span>'
+        )
+
+    def _get_company_info(self):
+        company = getattr(self, 'company_id', None) or self.env.company
+        return {
+            'name': company.name or 'Our Company',
+            'phone': company.phone or '',
+            'email': company.email or '',
+        }
+
+    def _email_is_enabled(self):
+        ICP = self.env['ir.config_parameter'].sudo()
+        val = ICP.get_param('fusion_loaners.enable_email_notifications', 'True')
+        return val.lower() in ('true', '1', 'yes')

fusion_loaners_management/models/product_template.py

@@ -0,0 +1,141 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import api, fields, models
+
+
+class ProductTemplate(models.Model):
+    _inherit = 'product.template'
+
+    x_fc_can_be_loaned = fields.Boolean(
+        string='Can be Loaned',
+        default=False,
+        help='If checked, this product can be loaned out to clients',
+    )
+    x_fc_loaner_period_days = fields.Integer(
+        string='Loaner Period (Days)',
+        default=7,
+        help='Default number of free loaner days before rental conversion',
+    )
+    x_fc_rental_price_weekly = fields.Float(
+        string='Weekly Rental Price',
+        digits='Product Price',
+        help='Rental price per week if loaner converts to rental',
+    )
+    x_fc_rental_price_monthly = fields.Float(
+        string='Monthly Rental Price',
+        digits='Product Price',
+        help='Rental price per month if loaner converts to rental',
+    )
+
+    x_fc_equipment_type = fields.Selection([
+        ('type_1_walker', 'Type 1 Walker'),
+        ('type_2_mw', 'Type 2 MW'),
+        ('type_2_pw', 'Type 2 PW'),
+        ('type_2_walker', 'Type 2 Walker'),
+        ('type_3_mw', 'Type 3 MW'),
+        ('type_3_pw', 'Type 3 PW'),
+        ('type_3_walker', 'Type 3 Walker'),
+        ('type_4_mw', 'Type 4 MW'),
+        ('type_5_mw', 'Type 5 MW'),
+        ('ceiling_lift', 'Ceiling Lift'),
+        ('mobility_scooter', 'Mobility Scooter'),
+        ('patient_lift', 'Patient Lift'),
+        ('transport_wheelchair', 'Transport Wheelchair'),
+        ('standard_wheelchair', 'Standard Wheelchair'),
+        ('power_wheelchair', 'Power Wheelchair'),
+        ('cushion', 'Cushion'),
+        ('backrest', 'Backrest'),
+        ('stairlift', 'Stairlift'),
+        ('others', 'Others'),
+    ], string='Equipment Type')
+
+    x_fc_wheelchair_category = fields.Selection([
+        ('type_1', 'Type 1'),
+        ('type_2', 'Type 2'),
+        ('type_3', 'Type 3'),
+        ('type_4', 'Type 4'),
+        ('type_5', 'Type 5'),
+    ], string='Wheelchair Category')
+
+    x_fc_seat_width = fields.Char(string='Seat Width')
+    x_fc_seat_depth = fields.Char(string='Seat Depth')
+    x_fc_seat_height = fields.Char(string='Seat Height')
+
+    x_fc_storage_location = fields.Selection([
+        ('warehouse', 'Warehouse'),
+        ('westin_brampton', 'Westin Brampton'),
+        ('mobility_etobicoke', 'Mobility Etobicoke'),
+        ('scarborough_storage', 'Scarborough Storage'),
+        ('client_loaned', 'Client/Loaned'),
+        ('rented_out', 'Rented Out'),
+    ], string='Storage Location')
+
+    x_fc_listing_type = fields.Selection([
+        ('owned', 'Owned'),
+        ('borrowed', 'Borrowed'),
+    ], string='Listing Type')
+
+    x_fc_asset_number = fields.Char(string='Asset Number')
+    x_fc_package_info = fields.Text(string='Package Information')
+
+    x_fc_security_deposit_type = fields.Selection(
+        [
+            ('fixed', 'Fixed Amount'),
+            ('percentage', 'Percentage of Rental Price'),
+        ],
+        string='Security Deposit Type',
+    )
+    x_fc_security_deposit_amount = fields.Float(
+        string='Security Deposit Amount',
+        digits='Product Price',
+    )
+    x_fc_security_deposit_percent = fields.Float(
+        string='Security Deposit (%)',
+    )
+
+    x_flm_current_location = fields.Char(
+        string='Current Location',
+        compute='_compute_current_location',
+        help='Current stock location of this loaner product based on inventory quants',
+    )
+    x_flm_serial_count = fields.Integer(
+        string='Serial Numbers',
+        compute='_compute_serial_count',
+    )
+
+    @api.depends('product_variant_ids')
+    def _compute_serial_count(self):
+        for tmpl in self:
+            tmpl.x_flm_serial_count = self.env['stock.lot'].sudo().search_count([
+                ('product_id', 'in', tmpl.product_variant_ids.ids),
+            ])
+
+    def action_view_serial_numbers(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Serial Numbers',
+            'res_model': 'stock.lot',
+            'view_mode': 'list,form',
+            'domain': [('product_id', 'in', self.product_variant_ids.ids)],
+            'context': {'default_product_id': self.product_variant_ids[:1].id},
+        }
+
+    @api.depends('product_variant_ids')
+    def _compute_current_location(self):
+        for tmpl in self:
+            if not tmpl.x_fc_can_be_loaned:
+                tmpl.x_flm_current_location = False
+                continue
+            quants = self.env['stock.quant'].sudo().search([
+                ('product_id', 'in', tmpl.product_variant_ids.ids),
+                ('quantity', '>', 0),
+                ('location_id.usage', '=', 'internal'),
+            ], limit=5)
+            if quants:
+                locations = quants.mapped('location_id.complete_name')
+                tmpl.x_flm_current_location = ', '.join(set(locations))
+            else:
+                tmpl.x_flm_current_location = False

fusion_loaners_management/models/res_users.py

@@ -0,0 +1,16 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import fields, models
+
+
+class ResUsers(models.Model):
+    _inherit = 'res.users'
+
+    x_flm_home_location_id = fields.Many2one(
+        'stock.location',
+        string='Home Storage Location',
+        domain="[('usage', '=', 'internal')]",
+        help='Default storage location for this sales rep\'s demo/loaner equipment',
+    )

fusion_loaners_management/models/sale_order.py

@@ -0,0 +1,94 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import api, fields, models
+from odoo.exceptions import UserError
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    x_fc_loaner_checkout_ids = fields.One2many(
+        'fusion.loaner.checkout',
+        'sale_order_id',
+        string='Loaner Checkouts',
+        help='Loaner equipment checked out for this order',
+    )
+    x_fc_loaner_count = fields.Integer(
+        string='Loaners',
+        compute='_compute_loaner_count',
+    )
+    x_fc_active_loaner_count = fields.Integer(
+        string='Active Loaners',
+        compute='_compute_loaner_count',
+    )
+    x_fc_has_overdue_loaner = fields.Boolean(
+        string='Has Overdue Loaner',
+        compute='_compute_loaner_count',
+    )
+
+    @api.depends('x_fc_loaner_checkout_ids', 'x_fc_loaner_checkout_ids.state',
+                 'x_fc_loaner_checkout_ids.expected_return_date')
+    def _compute_loaner_count(self):
+        today = fields.Date.today()
+        for order in self:
+            active = order.x_fc_loaner_checkout_ids.filtered(
+                lambda l: l.state in ('checked_out', 'overdue', 'rental_pending')
+            )
+            order.x_fc_loaner_count = len(order.x_fc_loaner_checkout_ids)
+            order.x_fc_active_loaner_count = len(active)
+            order.x_fc_has_overdue_loaner = any(
+                l.state == 'overdue' or (l.expected_return_date and l.expected_return_date < today)
+                for l in active
+            )
+
+    def action_view_loaners(self):
+        self.ensure_one()
+        action = {
+            'name': 'Loaner Checkouts',
+            'type': 'ir.actions.act_window',
+            'res_model': 'fusion.loaner.checkout',
+            'view_mode': 'tree,form',
+            'domain': [('sale_order_id', '=', self.id)],
+            'context': {'default_sale_order_id': self.id},
+        }
+        if len(self.x_fc_loaner_checkout_ids) == 1:
+            action['view_mode'] = 'form'
+            action['res_id'] = self.x_fc_loaner_checkout_ids.id
+        return action
+
+    def action_checkout_loaner(self):
+        self.ensure_one()
+        ctx = {
+            'default_sale_order_id': self.id,
+            'default_partner_id': self.partner_id.id,
+        }
+        if hasattr(self, 'x_fc_authorizer_id') and self.x_fc_authorizer_id:
+            ctx['default_authorizer_id'] = self.x_fc_authorizer_id.id
+        return {
+            'name': 'Checkout Loaner',
+            'type': 'ir.actions.act_window',
+            'res_model': 'fusion.loaner.checkout.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': ctx,
+        }
+
+    def action_checkin_loaner(self):
+        self.ensure_one()
+        active_loaners = self.x_fc_loaner_checkout_ids.filtered(
+            lambda l: l.state in ('checked_out', 'overdue', 'rental_pending')
+        )
+        if not active_loaners:
+            raise UserError("No active loaners to check in for this order.")
+        if len(active_loaners) == 1:
+            return active_loaners.action_return()
+        return {
+            'name': 'Return Loaner',
+            'type': 'ir.actions.act_window',
+            'res_model': 'fusion.loaner.checkout',
+            'view_mode': 'tree,form',
+            'domain': [('id', 'in', active_loaners.ids)],
+            'target': 'current',
+        }

fusion_loaners_management/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_loaner_checkout_user,fusion.loaner.checkout.user,model_fusion_loaner_checkout,sales_team.group_sale_salesman,1,1,1,0
+access_fusion_loaner_checkout_manager,fusion.loaner.checkout.manager,model_fusion_loaner_checkout,sales_team.group_sale_manager,1,1,1,1
+access_fusion_loaner_history_user,fusion.loaner.history.user,model_fusion_loaner_history,sales_team.group_sale_salesman,1,0,0,0
+access_fusion_loaner_history_manager,fusion.loaner.history.manager,model_fusion_loaner_history,sales_team.group_sale_manager,1,1,1,1
+access_fusion_loaner_checkout_wizard,fusion.loaner.checkout.wizard.user,model_fusion_loaner_checkout_wizard,sales_team.group_sale_salesman,1,1,1,1
+access_fusion_loaner_return_wizard,fusion.loaner.return.wizard.user,model_fusion_loaner_return_wizard,sales_team.group_sale_salesman,1,1,1,1
+access_fusion_loaner_email_mixin,fusion.loaner.email.mixin.user,model_fusion_loaner_email_mixin,base.group_user,1,0,0,0

fusion_loaners_management/static/src/js/loaner_portal.js

@@ -0,0 +1,443 @@
+/** @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();
+    },
+
+    _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');
+
+        modal.addEventListener('show.bs.modal', function () {
+            self._loadCategories(categorySelect, newCategorySelect);
+            self._loadProducts(null, productSelect, lotSelect);
+        });
+
+        if (categorySelect) {
+            categorySelect.addEventListener('change', function () {
+                var catId = this.value ? parseInt(this.value) : null;
+                self._filterProducts(catId, productSelect, lotSelect);
+            });
+        }
+
+        if (productSelect) {
+            productSelect.addEventListener('change', function () {
+                var prodId = this.value ? parseInt(this.value) : null;
+                self._filterLots(prodId, lotSelect, loanDays);
+            });
+        }
+
+        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) {
+                        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);
+
+                        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>';
+                        }
+
+                        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';
+                });
+            });
+        }
+
+        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 || [];
+            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);
+                });
+            }
+            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;
+            }
+        }
+    },
+
+    _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 || '';
+                var modalOrderId = document.getElementById('modal_order_id');
+                var modalClientId = document.getElementById('modal_client_id');
+                if (modalOrderId) modalOrderId.value = orderId;
+                if (modalClientId) modalClientId.value = clientId;
+                var modal = document.getElementById('loanerCheckoutModal');
+                self._showModal(modal);
+            });
+        });
+    },
+
+    _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';
+
+                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 = '';
+
+                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);
+                    });
+                });
+                self._showModal(returnModal);
+            });
+        });
+
+        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';
+                    }
+                });
+            });
+        }
+    },
+
+    _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';
+                });
+            });
+        }
+    },
+
+    _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_loaners_management/views/fusion_loaner_views.xml

@@ -0,0 +1,559 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_fusion_loaner_checkout_list" model="ir.ui.view">
+        <field name="name">fusion.loaner.checkout.list</field>
+        <field name="model">fusion.loaner.checkout</field>
+        <field name="arch" type="xml">
+            <list decoration-danger="state == 'overdue'"
+                  decoration-warning="state == 'rental_pending'"
+                  decoration-muted="state in ('returned', 'lost')"
+                  default_order="checkout_date desc, id desc">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="product_id"/>
+                <field name="lot_id" optional="show"/>
+                <field name="checkout_date"/>
+                <field name="expected_return_date"/>
+                <field name="actual_return_date" optional="hide"/>
+                <field name="days_out"/>
+                <field name="days_overdue" optional="hide"/>
+                <field name="sales_rep_id" optional="hide"/>
+                <field name="checkout_condition" optional="hide"/>
+                <field name="return_condition" optional="hide"/>
+                <field name="sale_order_id" optional="hide"/>
+                <field name="state" widget="badge"
+                       decoration-info="state == 'draft'"
+                       decoration-success="state == 'checked_out'"
+                       decoration-danger="state in ('overdue', 'lost')"
+                       decoration-warning="state == 'rental_pending'"
+                       decoration-muted="state in ('returned', 'converted_rental')"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_fusion_loaner_checkout_form" model="ir.ui.view">
+        <field name="name">fusion.loaner.checkout.form</field>
+        <field name="model">fusion.loaner.checkout</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <button name="action_checkout" type="object" string="Confirm Checkout"
+                            class="btn-primary" invisible="state != 'draft'"/>
+                    <button name="action_return" type="object" string="Return Loaner"
+                            class="btn-success" invisible="state not in ('checked_out', 'overdue', 'rental_pending')"/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="draft,checked_out,returned"/>
+                </header>
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button name="action_view_sale_order" type="object"
+                                class="oe_stat_button" icon="fa-file-text-o"
+                                invisible="not sale_order_id">
+                            <div class="o_field_widget o_stat_info">
+                                <span class="o_stat_text">Sale Order</span>
+                            </div>
+                        </button>
+                        <button name="action_view_partner" type="object"
+                                class="oe_stat_button" icon="fa-user">
+                            <div class="o_field_widget o_stat_info">
+                                <span class="o_stat_text">Contact</span>
+                            </div>
+                        </button>
+                    </div>
+                    <div class="oe_title">
+                        <h1><field name="name" readonly="1"/></h1>
+                    </div>
+                    <group>
+                        <group string="Client Information">
+                            <field name="partner_id"/>
+                            <field name="sales_rep_id"/>
+                            <field name="sale_order_id"/>
+                        </group>
+                        <group string="Product">
+                            <field name="product_id"/>
+                            <field name="lot_id" context="{'default_product_id': product_id}"/>
+                            <field name="loaner_period_days"/>
+                        </group>
+                    </group>
+                    <group>
+                        <group string="Dates">
+                            <field name="checkout_date"/>
+                            <field name="expected_return_date"/>
+                            <field name="actual_return_date"/>
+                            <field name="days_out"/>
+                        </group>
+                        <group string="Condition">
+                            <field name="checkout_condition"/>
+                            <field name="checkout_notes"/>
+                        </group>
+                    </group>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <record id="view_fusion_loaner_checkout_search" model="ir.ui.view">
+        <field name="name">fusion.loaner.checkout.search</field>
+        <field name="model">fusion.loaner.checkout</field>
+        <field name="arch" type="xml">
+            <search string="Search Loaners">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="product_id"/>
+                <field name="lot_id" string="Serial Number"/>
+                <field name="sale_order_id"/>
+                <field name="sales_rep_id"/>
+                <separator/>
+                <filter string="Draft" name="filter_draft" domain="[('state', '=', 'draft')]"/>
+                <filter string="Checked Out" name="filter_checked_out" domain="[('state', '=', 'checked_out')]"/>
+                <filter string="Overdue" name="filter_overdue" domain="[('state', '=', 'overdue')]"/>
+                <filter string="Rental Pending" name="filter_rental_pending" domain="[('state', '=', 'rental_pending')]"/>
+                <filter string="Returned" name="filter_returned" domain="[('state', '=', 'returned')]"/>
+                <filter string="Converted to Rental" name="filter_converted" domain="[('state', '=', 'converted_rental')]"/>
+                <filter string="Lost" name="filter_lost" domain="[('state', '=', 'lost')]"/>
+                <separator/>
+                <filter string="Active Loaners" name="filter_active" domain="[('state', 'in', ['checked_out', 'overdue', 'rental_pending'])]"/>
+                <filter string="Needs Attention" name="filter_attention" domain="[('state', 'in', ['overdue', 'rental_pending'])]"/>
+                <filter string="My Loaners" name="filter_my_loaners" domain="[('sales_rep_id', '=', uid)]"/>
+                <separator/>
+                <filter string="Needs Repair (Checkout)" name="filter_checkout_repair" domain="[('checkout_condition', '=', 'needs_repair')]"/>
+                <filter string="Damaged (Return)" name="filter_return_damaged" domain="[('return_condition', 'in', ['needs_repair', 'damaged'])]"/>
+                <separator/>
+                <filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
+                <filter string="Client" name="group_client" context="{'group_by': 'partner_id'}"/>
+                <filter string="Product" name="group_product" context="{'group_by': 'product_id'}"/>
+                <filter string="Sales Rep" name="group_sales_rep" context="{'group_by': 'sales_rep_id'}"/>
+                <filter string="Checkout Month" name="group_checkout_month" context="{'group_by': 'checkout_date:month'}"/>
+            </search>
+        </field>
+    </record>
+
+    <record id="view_fusion_loaner_history_list" model="ir.ui.view">
+        <field name="name">fusion.loaner.history.list</field>
+        <field name="model">fusion.loaner.history</field>
+        <field name="arch" type="xml">
+            <list default_order="action_date desc, id desc">
+                <field name="action_date"/>
+                <field name="checkout_id"/>
+                <field name="partner_id" optional="show"/>
+                <field name="product_id" optional="show"/>
+                <field name="lot_id" optional="hide"/>
+                <field name="action" widget="badge"
+                       decoration-info="action in ('create', 'note')"
+                       decoration-success="action in ('checkout', 'return')"
+                       decoration-warning="action in ('reminder_sent', 'overdue', 'rental_pending')"
+                       decoration-danger="action in ('lost', 'condition_update')"/>
+                <field name="user_id"/>
+                <field name="notes" optional="show"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_fusion_loaner_history_search" model="ir.ui.view">
+        <field name="name">fusion.loaner.history.search</field>
+        <field name="model">fusion.loaner.history</field>
+        <field name="arch" type="xml">
+            <search string="Search Loaner History">
+                <field name="checkout_id"/>
+                <field name="partner_id"/>
+                <field name="product_id"/>
+                <field name="lot_id" string="Serial Number"/>
+                <field name="user_id"/>
+                <separator/>
+                <filter string="Checkouts" name="filter_checkout" domain="[('action', '=', 'checkout')]"/>
+                <filter string="Returns" name="filter_return" domain="[('action', '=', 'return')]"/>
+                <filter string="Reminders" name="filter_reminders" domain="[('action', '=', 'reminder_sent')]"/>
+                <filter string="Overdue" name="filter_overdue" domain="[('action', '=', 'overdue')]"/>
+                <filter string="Rental Conversions" name="filter_rental" domain="[('action', 'in', ['rental_pending', 'rental_converted'])]"/>
+                <filter string="Lost" name="filter_lost" domain="[('action', '=', 'lost')]"/>
+                <separator/>
+                <filter string="Action Type" name="group_action" context="{'group_by': 'action'}"/>
+                <filter string="Client" name="group_client" context="{'group_by': 'partner_id'}"/>
+                <filter string="Product" name="group_product" context="{'group_by': 'product_id'}"/>
+                <filter string="Month" name="group_month" context="{'group_by': 'action_date:month'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- Wizard Views -->
+    <record id="view_loaner_checkout_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.loaner.checkout.wizard.form</field>
+        <field name="model">fusion.loaner.checkout.wizard</field>
+        <field name="arch" type="xml">
+            <form>
+                <group>
+                    <field name="partner_id"/>
+                    <field name="product_id"/>
+                    <field name="lot_id" context="{'default_product_id': product_id}"/>
+                    <field name="checkout_date"/>
+                    <field name="loaner_period_days"/>
+                    <field name="checkout_condition" widget="radio"/>
+                    <field name="checkout_notes"/>
+                </group>
+                <footer>
+                    <button name="action_checkout" type="object" string="Checkout Loaner" class="btn-primary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="view_loaner_return_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.loaner.return.wizard.form</field>
+        <field name="model">fusion.loaner.return.wizard</field>
+        <field name="arch" type="xml">
+            <form>
+                <group>
+                    <field name="checkout_id" readonly="1"/>
+                    <field name="return_date"/>
+                    <field name="return_condition" widget="radio"/>
+                    <field name="return_notes"/>
+                </group>
+                <footer>
+                    <button name="action_return" type="object" string="Confirm Return" class="btn-primary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <!-- Loaner Products Views -->
+    <record id="view_fusion_loaner_products_list" model="ir.ui.view">
+        <field name="name">product.template.loaner.list</field>
+        <field name="model">product.template</field>
+        <field name="arch" type="xml">
+            <list>
+                <field name="name"/>
+                <field name="default_code" string="Reference" optional="show"/>
+                <field name="x_fc_equipment_type" optional="show"/>
+                <field name="x_fc_wheelchair_category" optional="show"/>
+                <field name="x_fc_seat_width" optional="show"/>
+                <field name="x_fc_seat_depth" optional="show"/>
+                <field name="x_fc_seat_height" optional="hide"/>
+                <field name="x_fc_storage_location" optional="show"/>
+                <field name="x_flm_current_location" optional="show"/>
+                <field name="x_fc_listing_type" optional="show"/>
+                <field name="x_fc_asset_number" optional="hide"/>
+                <field name="active" column_invisible="True"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- Dedicated simplified form for loaner products -->
+    <record id="view_fusion_loaner_products_form" model="ir.ui.view">
+        <field name="name">product.template.loaner.simplified.form</field>
+        <field name="model">product.template</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <field name="id" invisible="1"/>
+                    <field name="product_variant_count" invisible="1"/>
+                    <field name="x_fc_can_be_loaned" invisible="1"/>
+                    <div class="oe_button_box" name="button_box">
+                        <button name="action_open_quants" type="object"
+                                icon="fa-cubes" class="oe_stat_button">
+                            <div class="o_field_widget o_stat_info">
+                                <span class="o_stat_value">
+                                    <field name="qty_available" widget="statinfo" nolabel="1"/>
+                                </span>
+                                <span class="o_stat_text">On Hand</span>
+                            </div>
+                        </button>
+                        <button name="action_view_serial_numbers" type="object"
+                                icon="fa-barcode" class="oe_stat_button"
+                                invisible="tracking == 'none'">
+                            <div class="o_field_widget o_stat_info">
+                                <span class="o_stat_value">
+                                    <field name="x_flm_serial_count" widget="statinfo" nolabel="1"/>
+                                </span>
+                                <span class="o_stat_text">Serial Numbers</span>
+                            </div>
+                        </button>
+                    </div>
+                    <widget name="web_ribbon" title="Archived" bg_color="text-bg-danger"
+                            invisible="active"/>
+                    <field name="image_1920" widget="image" class="oe_avatar"
+                           options="{'preview_image': 'image_128'}"/>
+                    <div class="oe_title">
+                        <label for="name" string="Product"/>
+                        <h1>
+                            <field name="name" placeholder="Product Name"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group string="Identification">
+                            <field name="default_code" string="Reference"/>
+                            <field name="barcode"/>
+                            <field name="categ_id" string="Category"/>
+                            <field name="x_fc_asset_number"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                        <group string="Inventory">
+                            <field name="type" string="Product Type"/>
+                            <field name="tracking"/>
+                            <field name="active" invisible="1"/>
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Equipment Details" name="equipment_details">
+                            <group>
+                                <group string="Type &amp; Classification">
+                                    <field name="x_fc_equipment_type"/>
+                                    <field name="x_fc_wheelchair_category"/>
+                                    <field name="x_fc_listing_type"/>
+                                </group>
+                                <group string="Dimensions">
+                                    <field name="x_fc_seat_width"/>
+                                    <field name="x_fc_seat_depth"/>
+                                    <field name="x_fc_seat_height"/>
+                                </group>
+                            </group>
+                        </page>
+                        <page string="Loaner Settings" name="loaner_settings">
+                            <group>
+                                <group string="Loaner Period">
+                                    <field name="x_fc_loaner_period_days"/>
+                                </group>
+                                <group string="Rental Pricing (if not returned)">
+                                    <field name="x_fc_rental_price_weekly"/>
+                                    <field name="x_fc_rental_price_monthly"/>
+                                </group>
+                            </group>
+                            <group string="Security Deposit">
+                                <group>
+                                    <field name="x_fc_security_deposit_type"/>
+                                    <field name="x_fc_security_deposit_amount"
+                                           invisible="x_fc_security_deposit_type != 'fixed'"/>
+                                    <field name="x_fc_security_deposit_percent"
+                                           invisible="x_fc_security_deposit_type != 'percentage'"/>
+                                </group>
+                            </group>
+                        </page>
+                        <page string="Location" name="location_tracking">
+                            <group>
+                                <group string="Storage">
+                                    <field name="x_fc_storage_location"/>
+                                    <field name="x_flm_current_location" readonly="1"/>
+                                </group>
+                            </group>
+                        </page>
+                        <page string="Package Info" name="package_info">
+                            <group>
+                                <field name="x_fc_package_info" nolabel="1"/>
+                            </group>
+                        </page>
+                        <page string="Internal Notes" name="internal_notes">
+                            <field name="description_picking" string="Notes"
+                                   placeholder="Internal notes about this loaner product..."/>
+                        </page>
+                    </notebook>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <record id="view_fusion_loaner_products_search" model="ir.ui.view">
+        <field name="name">product.template.loaner.search</field>
+        <field name="model">product.template</field>
+        <field name="arch" type="xml">
+            <search string="Search Loaner Products">
+                <field name="name"/>
+                <field name="default_code" string="Reference"/>
+                <field name="x_fc_equipment_type"/>
+                <field name="x_fc_asset_number"/>
+                <separator/>
+                <filter string="Owned" name="filter_owned" domain="[('x_fc_listing_type', '=', 'owned')]"/>
+                <filter string="Borrowed" name="filter_borrowed" domain="[('x_fc_listing_type', '=', 'borrowed')]"/>
+                <separator/>
+                <filter string="Archived" name="filter_archived" domain="[('active', '=', False)]"/>
+                <separator/>
+                <filter string="Equipment Type" name="group_equipment_type" context="{'group_by': 'x_fc_equipment_type'}"/>
+                <filter string="Wheelchair Category" name="group_wheelchair_category" context="{'group_by': 'x_fc_wheelchair_category'}"/>
+                <filter string="Storage Location" name="group_storage_location" context="{'group_by': 'x_fc_storage_location'}"/>
+                <filter string="Listing Type" name="group_listing_type" context="{'group_by': 'x_fc_listing_type'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- Loaner checkbox on standard product form (global) -->
+    <record id="view_product_template_loaner_checkbox" model="ir.ui.view">
+        <field name="name">product.template.loaner.checkbox</field>
+        <field name="model">product.template</field>
+        <field name="inherit_id" ref="product.product_template_form_view"/>
+        <field name="priority">50</field>
+        <field name="arch" type="xml">
+            <xpath expr="//div[@name='options']" position="inside">
+                <span class="d-inline-flex">
+                    <field name="x_fc_can_be_loaned"/>
+                    <label for="x_fc_can_be_loaned" string="Loaner"/>
+                </span>
+            </xpath>
+        </field>
+    </record>
+
+    <!-- Loaner Settings tab on standard product form (only visible when loaner checkbox is checked) -->
+    <record id="view_product_template_loaner_form" model="ir.ui.view">
+        <field name="name">product.template.loaner.form</field>
+        <field name="model">product.template</field>
+        <field name="inherit_id" ref="product.product_template_form_view"/>
+        <field name="arch" type="xml">
+            <xpath expr="//page[@name='sales']" position="after">
+                <page string="Loaner Settings" name="loaner_settings" invisible="not x_fc_can_be_loaned">
+                    <group>
+                        <group string="Loaner Period">
+                            <field name="x_fc_loaner_period_days"/>
+                        </group>
+                        <group string="Rental Pricing (if not returned)">
+                            <field name="x_fc_rental_price_weekly"/>
+                            <field name="x_fc_rental_price_monthly"/>
+                        </group>
+                    </group>
+                    <group>
+                        <group string="Equipment Details">
+                            <field name="x_fc_equipment_type"/>
+                            <field name="x_fc_wheelchair_category"/>
+                            <field name="x_fc_listing_type"/>
+                            <field name="x_fc_asset_number"/>
+                        </group>
+                        <group string="Dimensions">
+                            <field name="x_fc_seat_width"/>
+                            <field name="x_fc_seat_depth"/>
+                            <field name="x_fc_seat_height"/>
+                        </group>
+                    </group>
+                    <group>
+                        <group string="Location">
+                            <field name="x_fc_storage_location"/>
+                            <field name="x_flm_current_location" readonly="1"/>
+                        </group>
+                    </group>
+                    <group string="Package Information">
+                        <field name="x_fc_package_info" nolabel="1" colspan="2"/>
+                    </group>
+                    <group string="Security Deposit">
+                        <group>
+                            <field name="x_fc_security_deposit_type"/>
+                            <field name="x_fc_security_deposit_amount" invisible="x_fc_security_deposit_type != 'fixed'"/>
+                            <field name="x_fc_security_deposit_percent" invisible="x_fc_security_deposit_type != 'percentage'"/>
+                        </group>
+                    </group>
+                </page>
+            </xpath>
+        </field>
+    </record>
+
+    <!-- Actions -->
+    <record id="action_fusion_loaner_checkout" model="ir.actions.act_window">
+        <field name="name">Loaner Equipment</field>
+        <field name="res_model">fusion.loaner.checkout</field>
+        <field name="view_mode">list,form</field>
+        <field name="search_view_id" ref="view_fusion_loaner_checkout_search"/>
+        <field name="context">{'search_default_filter_active': 1}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">No loaner checkouts yet</p>
+            <p>Track loaner equipment issued to clients during assessments or trials.</p>
+        </field>
+    </record>
+
+    <record id="action_fusion_loaner_all" model="ir.actions.act_window">
+        <field name="name">All Loaners</field>
+        <field name="res_model">fusion.loaner.checkout</field>
+        <field name="view_mode">list,form</field>
+        <field name="search_view_id" ref="view_fusion_loaner_checkout_search"/>
+    </record>
+
+    <record id="action_fusion_loaner_overdue" model="ir.actions.act_window">
+        <field name="name">Overdue Loaners</field>
+        <field name="res_model">fusion.loaner.checkout</field>
+        <field name="view_mode">list,form</field>
+        <field name="search_view_id" ref="view_fusion_loaner_checkout_search"/>
+        <field name="context">{'search_default_filter_attention': 1}</field>
+    </record>
+
+    <record id="action_fusion_loaner_returned" model="ir.actions.act_window">
+        <field name="name">Returned Loaners</field>
+        <field name="res_model">fusion.loaner.checkout</field>
+        <field name="view_mode">list,form</field>
+        <field name="search_view_id" ref="view_fusion_loaner_checkout_search"/>
+        <field name="context">{'search_default_filter_returned': 1}</field>
+    </record>
+
+    <record id="action_fusion_loaner_history" model="ir.actions.act_window">
+        <field name="name">Loaner History</field>
+        <field name="res_model">fusion.loaner.history</field>
+        <field name="view_mode">list</field>
+        <field name="search_view_id" ref="view_fusion_loaner_history_search"/>
+    </record>
+
+    <record id="action_fusion_loaner_products" model="ir.actions.act_window">
+        <field name="name">Loaner Products</field>
+        <field name="res_model">product.template</field>
+        <field name="view_mode">list,form</field>
+        <field name="view_id" eval="False"/>
+        <field name="search_view_id" ref="view_fusion_loaner_products_search"/>
+        <field name="domain">[('x_fc_can_be_loaned', '=', True)]</field>
+        <field name="context">{'default_x_fc_can_be_loaned': True, 'default_sale_ok': False, 'default_purchase_ok': False, 'default_tracking': 'serial'}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">No loaner products configured yet</p>
+            <p>Mark products as "Loaner" in the product form to add them here.</p>
+        </field>
+    </record>
+
+    <record id="action_fusion_loaner_products_view_list" model="ir.actions.act_window.view">
+        <field name="sequence" eval="1"/>
+        <field name="view_mode">list</field>
+        <field name="view_id" ref="view_fusion_loaner_products_list"/>
+        <field name="act_window_id" ref="action_fusion_loaner_products"/>
+    </record>
+
+    <record id="action_fusion_loaner_products_view_form" model="ir.actions.act_window.view">
+        <field name="sequence" eval="2"/>
+        <field name="view_mode">form</field>
+        <field name="view_id" ref="view_fusion_loaner_products_form"/>
+        <field name="act_window_id" ref="action_fusion_loaner_products"/>
+    </record>
+
+    <!-- Menus - standalone root -->
+    <menuitem id="menu_loaner_root"
+              name="Loaners"
+              web_icon="fusion_loaners_management,static/description/icon.png"
+              sequence="58"/>
+
+    <menuitem id="menu_loaner_active"
+              name="Active Loaners"
+              parent="menu_loaner_root"
+              action="action_fusion_loaner_checkout"
+              sequence="10"/>
+
+    <menuitem id="menu_loaner_all"
+              name="All Loaners"
+              parent="menu_loaner_root"
+              action="action_fusion_loaner_all"
+              sequence="15"/>
+
+    <menuitem id="menu_loaner_overdue"
+              name="Overdue / Attention"
+              parent="menu_loaner_root"
+              action="action_fusion_loaner_overdue"
+              sequence="18"/>
+
+    <menuitem id="menu_loaner_returned"
+              name="Returned"
+              parent="menu_loaner_root"
+              action="action_fusion_loaner_returned"
+              sequence="19"/>
+
+    <menuitem id="menu_loaner_history"
+              name="Loaner History"
+              parent="menu_loaner_root"
+              action="action_fusion_loaner_history"
+              sequence="20"/>
+
+    <menuitem id="menu_loaner_products"
+              name="Loaner Products"
+              parent="menu_loaner_root"
+              action="action_fusion_loaner_products"
+              sequence="30"/>
+</odoo>

fusion_loaners_management/views/portal_loaner_templates.xml

@@ -0,0 +1,116 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <!-- Loaner checkout modal template (can be t-called from portal pages) -->
+    <template id="loaner_checkout_modal" name="Loaner Checkout Modal">
+        <div class="modal fade" id="loanerCheckoutModal" tabindex="-1" role="dialog">
+            <div class="modal-dialog modal-lg" role="document">
+                <div class="modal-content">
+                    <div class="modal-header">
+                        <h5 class="modal-title">Checkout Loaner Equipment</h5>
+                        <button type="button" class="btn-close" data-bs-dismiss="modal"/>
+                    </div>
+                    <div class="modal-body">
+                        <input type="hidden" id="modal_order_id"/>
+                        <input type="hidden" id="modal_client_id"/>
+                        <div class="row mb-3">
+                            <div class="col-md-6">
+                                <label class="form-label fw-bold">Category</label>
+                                <select id="modal_category_id" class="form-select">
+                                    <option value="">All Categories</option>
+                                </select>
+                            </div>
+                            <div class="col-md-6">
+                                <label class="form-label fw-bold">Product</label>
+                                <select id="modal_product_id" class="form-select">
+                                    <option value="">-- Select Product --</option>
+                                </select>
+                            </div>
+                        </div>
+                        <div class="row mb-3">
+                            <div class="col-md-6">
+                                <label class="form-label fw-bold">Serial Number</label>
+                                <select id="modal_lot_id" class="form-select">
+                                    <option value="">-- Select Serial --</option>
+                                </select>
+                            </div>
+                            <div class="col-md-6">
+                                <label class="form-label fw-bold">Loan Days</label>
+                                <input type="number" id="modal_loan_days" class="form-control" value="7"/>
+                            </div>
+                        </div>
+                        <hr/>
+                        <h6>Quick Create Product</h6>
+                        <div class="row mb-2">
+                            <div class="col-md-4">
+                                <select id="modal_new_category_id" class="form-select form-select-sm">
+                                    <option value="">-- Category --</option>
+                                </select>
+                            </div>
+                            <div class="col-md-3">
+                                <input type="text" id="modal_new_product_name" class="form-control form-control-sm" placeholder="Product Name"/>
+                            </div>
+                            <div class="col-md-3">
+                                <input type="text" id="modal_new_serial" class="form-control form-control-sm" placeholder="Serial Number"/>
+                            </div>
+                            <div class="col-md-2">
+                                <button id="modal_btn_create_product" class="btn btn-sm btn-outline-primary w-100">
+                                    <i class="fa fa-plus me-1"/>Create Product
+                                </button>
+                            </div>
+                        </div>
+                        <div id="modal_create_result" style="display:none;"/>
+                    </div>
+                    <div class="modal-footer">
+                        <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
+                        <button id="modal_btn_checkout" class="btn btn-primary">
+                            <i class="fa fa-check me-1"/>Checkout Loaner
+                        </button>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </template>
+
+    <template id="loaner_return_modal" name="Loaner Return Modal">
+        <div class="modal fade" id="loanerReturnModal" tabindex="-1" role="dialog">
+            <div class="modal-dialog" role="document">
+                <div class="modal-content">
+                    <div class="modal-header">
+                        <h5 class="modal-title">Return Loaner Equipment</h5>
+                        <button type="button" class="btn-close" data-bs-dismiss="modal"/>
+                    </div>
+                    <div class="modal-body">
+                        <input type="hidden" id="return_modal_checkout_id"/>
+                        <p><strong>Product:</strong> <span id="return_modal_product_name"/></p>
+                        <div class="mb-3">
+                            <label class="form-label fw-bold">Condition</label>
+                            <select id="return_modal_condition" class="form-select">
+                                <option value="excellent">Excellent</option>
+                                <option value="good" selected="selected">Good</option>
+                                <option value="fair">Fair</option>
+                                <option value="needs_repair">Needs Repair</option>
+                                <option value="damaged">Damaged</option>
+                            </select>
+                        </div>
+                        <div class="mb-3">
+                            <label class="form-label fw-bold">Return Location</label>
+                            <select id="return_modal_location_id" class="form-select">
+                                <option value="">-- Select Location --</option>
+                            </select>
+                        </div>
+                        <div class="mb-3">
+                            <label class="form-label fw-bold">Notes</label>
+                            <textarea id="return_modal_notes" class="form-control" rows="2"/>
+                        </div>
+                    </div>
+                    <div class="modal-footer">
+                        <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
+                        <button id="return_modal_btn_submit" class="btn btn-success">
+                            <i class="fa fa-check me-1"/>Confirm Return
+                        </button>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </template>
+</odoo>

fusion_loaners_management/views/sale_order_views.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_sale_order_loaner_stat_button" model="ir.ui.view">
+        <field name="name">sale.order.loaner.stat.button</field>
+        <field name="model">sale.order</field>
+        <field name="inherit_id" ref="sale.view_order_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//div[@name='button_box']" position="inside">
+                <button name="action_view_loaners" type="object"
+                        class="oe_stat_button" icon="fa-wheelchair"
+                        invisible="x_fc_loaner_count == 0">
+                    <field name="x_fc_loaner_count" widget="statinfo" string="Loaners"/>
+                </button>
+            </xpath>
+        </field>
+    </record>
+</odoo>

fusion_loaners_management/wizard/__init__.py

@@ -0,0 +1,6 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import loaner_checkout_wizard
+from . import loaner_return_wizard

fusion_loaners_management/wizard/loaner_checkout_wizard.py

@@ -0,0 +1,159 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class LoanerCheckoutWizard(models.TransientModel):
+    _name = 'fusion.loaner.checkout.wizard'
+    _description = 'Loaner Checkout Wizard'
+
+    sale_order_id = fields.Many2one('sale.order', string='Sale Order', readonly=True)
+    partner_id = fields.Many2one('res.partner', string='Client', required=True)
+    authorizer_id = fields.Many2one('res.partner', string='Authorizer')
+
+    product_id = fields.Many2one(
+        'product.product',
+        string='Product',
+        domain="[('x_fc_can_be_loaned', '=', True)]",
+        required=True,
+    )
+    lot_id = fields.Many2one(
+        'stock.lot',
+        string='Serial Number',
+        domain="[('product_id', '=', product_id)]",
+    )
+    available_lot_ids = fields.Many2many(
+        'stock.lot',
+        compute='_compute_available_lots',
+        string='Available Serial Numbers',
+    )
+
+    checkout_date = fields.Date(
+        string='Checkout Date',
+        required=True,
+        default=fields.Date.context_today,
+    )
+    loaner_period_days = fields.Integer(string='Loaner Period (Days)', default=7)
+    expected_return_date = fields.Date(
+        string='Expected Return Date',
+        compute='_compute_expected_return',
+    )
+
+    checkout_condition = fields.Selection([
+        ('excellent', 'Excellent'),
+        ('good', 'Good'),
+        ('fair', 'Fair'),
+        ('needs_repair', 'Needs Repair'),
+    ], string='Condition', default='excellent', required=True)
+    checkout_notes = fields.Text(string='Notes')
+
+    checkout_photo_ids = fields.Many2many(
+        'ir.attachment',
+        'loaner_checkout_wizard_photo_rel',
+        'wizard_id',
+        'attachment_id',
+        string='Photos',
+    )
+
+    delivery_address = fields.Text(string='Delivery Address')
+
+    @api.depends('product_id')
+    def _compute_available_lots(self):
+        for wizard in self:
+            if wizard.product_id:
+                loaner_location = self.env.ref(
+                    'fusion_loaners_management.stock_location_loaner',
+                    raise_if_not_found=False,
+                )
+                if loaner_location:
+                    quants = self.env['stock.quant'].search([
+                        ('product_id', '=', wizard.product_id.id),
+                        ('location_id', '=', loaner_location.id),
+                        ('quantity', '>', 0),
+                    ])
+                    wizard.available_lot_ids = quants.mapped('lot_id')
+                else:
+                    wizard.available_lot_ids = self.env['stock.lot'].search([
+                        ('product_id', '=', wizard.product_id.id),
+                    ])
+            else:
+                wizard.available_lot_ids = False
+
+    @api.depends('checkout_date', 'loaner_period_days')
+    def _compute_expected_return(self):
+        from datetime import timedelta
+        for wizard in self:
+            if wizard.checkout_date and wizard.loaner_period_days:
+                wizard.expected_return_date = wizard.checkout_date + timedelta(days=wizard.loaner_period_days)
+            else:
+                wizard.expected_return_date = False
+
+    @api.onchange('product_id')
+    def _onchange_product_id(self):
+        if self.product_id:
+            self.loaner_period_days = self.product_id.x_fc_loaner_period_days or 7
+            self.lot_id = False
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        active_model = self._context.get('active_model')
+        active_id = self._context.get('active_id')
+        if active_model == 'sale.order' and active_id:
+            order = self.env['sale.order'].browse(active_id)
+            res['sale_order_id'] = order.id
+            res['partner_id'] = order.partner_id.id
+            if hasattr(order, 'x_fc_authorizer_id') and order.x_fc_authorizer_id:
+                res['authorizer_id'] = order.x_fc_authorizer_id.id
+            if order.partner_shipping_id:
+                res['delivery_address'] = order.partner_shipping_id.contact_address
+        ICP = self.env['ir.config_parameter'].sudo()
+        default_period = int(ICP.get_param('fusion_loaners.default_loaner_period_days', '7'))
+        res['loaner_period_days'] = default_period
+        return res
+
+    def action_checkout(self):
+        self.ensure_one()
+        if not self.product_id:
+            raise UserError(_("Please select a product."))
+        photo_ids = []
+        for photo in self.checkout_photo_ids:
+            new_attachment = self.env['ir.attachment'].create({
+                'name': photo.name,
+                'datas': photo.datas,
+                'res_model': 'fusion.loaner.checkout',
+                'res_id': 0,
+            })
+            photo_ids.append(new_attachment.id)
+        checkout_vals = {
+            'sale_order_id': self.sale_order_id.id if self.sale_order_id else False,
+            'partner_id': self.partner_id.id,
+            'authorizer_id': self.authorizer_id.id if self.authorizer_id else False,
+            'sales_rep_id': self.env.user.id,
+            'product_id': self.product_id.id,
+            'lot_id': self.lot_id.id if self.lot_id else False,
+            'checkout_date': self.checkout_date,
+            'loaner_period_days': self.loaner_period_days,
+            'checkout_condition': self.checkout_condition,
+            'checkout_notes': self.checkout_notes,
+            'delivery_address': self.delivery_address,
+        }
+        checkout = self.env['fusion.loaner.checkout'].create(checkout_vals)
+        if photo_ids:
+            self.env['ir.attachment'].browse(photo_ids).write({'res_id': checkout.id})
+            checkout.checkout_photo_ids = [(6, 0, photo_ids)]
+        checkout.action_checkout()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Loaner Checkout'),
+            'res_model': 'fusion.loaner.checkout',
+            'res_id': checkout.id,
+            'view_mode': 'form',
+            'target': 'current',
+        }

fusion_loaners_management/wizard/loaner_return_wizard.py

@@ -0,0 +1,107 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class LoanerReturnWizard(models.TransientModel):
+    _name = 'fusion.loaner.return.wizard'
+    _description = 'Loaner Return Wizard'
+
+    checkout_id = fields.Many2one(
+        'fusion.loaner.checkout',
+        string='Checkout Record',
+        required=True,
+        readonly=True,
+    )
+
+    product_id = fields.Many2one(
+        'product.product',
+        string='Product',
+        related='checkout_id.product_id',
+        readonly=True,
+    )
+    lot_id = fields.Many2one(
+        'stock.lot',
+        string='Serial Number',
+        related='checkout_id.lot_id',
+        readonly=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client',
+        related='checkout_id.partner_id',
+        readonly=True,
+    )
+    checkout_date = fields.Date(
+        string='Checkout Date',
+        related='checkout_id.checkout_date',
+        readonly=True,
+    )
+    days_out = fields.Integer(
+        string='Days Out',
+        related='checkout_id.days_out',
+        readonly=True,
+    )
+    checkout_condition = fields.Selection(
+        related='checkout_id.checkout_condition',
+        readonly=True,
+    )
+
+    return_date = fields.Date(
+        string='Return Date',
+        required=True,
+        default=fields.Date.context_today,
+    )
+    return_condition = fields.Selection([
+        ('excellent', 'Excellent'),
+        ('good', 'Good'),
+        ('fair', 'Fair'),
+        ('needs_repair', 'Needs Repair'),
+        ('damaged', 'Damaged'),
+    ], string='Condition', required=True)
+    return_notes = fields.Text(string='Notes')
+    return_photo_ids = fields.Many2many(
+        'ir.attachment',
+        'loaner_return_wizard_photo_rel',
+        'wizard_id',
+        'attachment_id',
+        string='Photos',
+    )
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        checkout_id = self._context.get('default_checkout_id')
+        if checkout_id:
+            checkout = self.env['fusion.loaner.checkout'].browse(checkout_id)
+            res['checkout_id'] = checkout.id
+            res['return_condition'] = checkout.checkout_condition
+        return res
+
+    def action_return(self):
+        self.ensure_one()
+        if not self.checkout_id:
+            raise UserError(_("No checkout record found."))
+        if self.checkout_id.state not in ('checked_out', 'overdue', 'rental_pending'):
+            raise UserError(_("This loaner has already been returned or is not in a returnable state."))
+        photo_ids = []
+        for photo in self.return_photo_ids:
+            new_attachment = self.env['ir.attachment'].create({
+                'name': photo.name,
+                'datas': photo.datas,
+                'res_model': 'fusion.loaner.checkout',
+                'res_id': self.checkout_id.id,
+            })
+            photo_ids.append(new_attachment.id)
+        self.checkout_id.action_process_return(
+            return_condition=self.return_condition,
+            return_notes=self.return_notes,
+            return_photos=photo_ids if photo_ids else None,
+        )
+        return {'type': 'ir.actions.act_window_close'}