update

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',
+        }