feat: add x_fc_authorizer_number, x_fc_account_number, x_marked_for fields; auto-link authorizer from XML

- fusion_claims: added x_fc_authorizer_number to res.partner for ADP authorizer registration numbers
- fusion_claims: XML parser auto-links authorizer contact to sale order by ADP number
- fusion_claims: removed size=9 constraint from x_fc_odsp_member_id
- fusion_claims: authorizer number shown on OT/PT contact form
- fusion_so_to_po: added x_marked_for (Many2one) field definition on purchase.order
- fusion_so_to_po: added x_fc_account_number on res.partner for vendor account numbers

.gitignore

@@ -0,0 +1,2 @@
+**/__pycache__/
+*.pyc

fusion_authorizer_portal/__init__.py

@@ -2,3 +2,29 @@
 
 from . import models
 from . import controllers
+
+
+def _reactivate_views(env):
+    """Ensure all module views are active after install/update.
+
+    Odoo silently deactivates inherited views when an xpath fails
+    validation (e.g. parent view structure changed between versions).
+    Once deactivated, subsequent -u runs never reactivate them.
+    This hook prevents that from silently breaking the portal.
+    """
+    views = env['ir.ui.view'].sudo().search([
+        ('key', 'like', 'fusion_authorizer_portal.%'),
+        ('active', '=', False),
+    ])
+    if views:
+        views.write({'active': True})
+        env.cr.execute("""
+            SELECT key FROM ir_ui_view
+            WHERE key LIKE 'fusion_authorizer_portal.%%'
+              AND id = ANY(%s)
+        """, [views.ids])
+        keys = [r[0] for r in env.cr.fetchall()]
+        import logging
+        logging.getLogger(__name__).warning(
+            "Reactivated %d deactivated views: %s", len(keys), keys
+        )

fusion_authorizer_portal/__manifest__.py

@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 {
     'name': 'Fusion Authorizer & Sales Portal',
-    'version': '19.0.2.2.0',
+    'version': '19.0.2.5.0',
     'category': 'Sales/Portal',
     'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms',
     'description': """
@@ -50,8 +50,10 @@ This module provides external portal access for:
         'website',
         'mail',
         'calendar',
+        'appointment',
         'knowledge',
         'fusion_claims',
+        'fusion_tasks',
     ],
     'data': [
         # Security
@@ -62,6 +64,7 @@ This module provides external portal access for:
         'data/portal_menu_data.xml',
         'data/ir_actions_server_data.xml',
         'data/welcome_articles.xml',
+        'data/appointment_invite_data.xml',
         # Views
         'views/res_partner_views.xml',
         'views/sale_order_views.xml',
@@ -76,7 +79,8 @@ This module provides external portal access for:
         'views/portal_accessibility_forms.xml',
         'views/portal_technician_templates.xml',
         'views/portal_book_assessment.xml',
-        'views/portal_repair_form.xml',
+        'views/portal_schedule.xml',
+        'views/portal_page11_sign_templates.xml',
     ],
     'assets': {
         'web.assets_backend': [
@@ -93,9 +97,11 @@ This module provides external portal access for:
             'fusion_authorizer_portal/static/src/js/pdf_field_editor.js',
             'fusion_authorizer_portal/static/src/js/technician_push.js',
             'fusion_authorizer_portal/static/src/js/technician_location.js',
+            'fusion_authorizer_portal/static/src/js/portal_schedule_booking.js',
         ],
     },
     'images': ['static/description/icon.png'],
+    'post_init_hook': '_reactivate_views',
     'installable': True,
     'application': False,
     'auto_install': False,

fusion_authorizer_portal/controllers/__init__.py

@@ -3,4 +3,5 @@
 from . import portal_main
 from . import portal_assessment
 from . import pdf_editor
-from . import portal_repair
+from . import portal_schedule
+from . import portal_page11_sign

fusion_authorizer_portal/controllers/portal_main.py

@@ -26,6 +26,7 @@ class AuthorizerPortal(CustomerPortal):
         if hasattr(response, 'qcontext') and (partner.is_authorizer or partner.is_sales_rep_portal or partner.is_client_portal or partner.is_technician_portal):
             posting_info = self._get_adp_posting_info()
             response.qcontext.update(posting_info)
+            response.qcontext.update(self._get_clock_status_data())
             
             # Add signature count (documents to sign) - only if Sign module is installed
             sign_count = 0
@@ -724,7 +725,7 @@ class AuthorizerPortal(CustomerPortal):
             'sale_type_filter': sale_type,
             'status_filter': status,
         }
-        
+        values.update(self._get_clock_status_data())
         return request.render('fusion_authorizer_portal.portal_sales_dashboard', values)
 
     @http.route(['/my/sales/cases', '/my/sales/cases/page/<int:page>'], type='http', auth='user', website=True)
@@ -1090,14 +1091,60 @@ class AuthorizerPortal(CustomerPortal):
             _logger.error(f"Error downloading proof of delivery: {e}")
             return request.redirect('/my/funding-claims')
 
+    # ==================== CLOCK STATUS HELPER ====================
+
+    def _get_clock_status_data(self):
+        """Get clock in/out status for the current portal user."""
+        try:
+            user = request.env.user
+            Employee = request.env['hr.employee'].sudo()
+            employee = Employee.search([('user_id', '=', user.id)], limit=1)
+            if not employee:
+                employee = Employee.search([
+                    ('name', '=', user.partner_id.name),
+                    ('user_id', '=', False),
+                ], limit=1)
+            if not employee or not getattr(employee, 'x_fclk_enable_clock', False):
+                return {'clock_enabled': False}
+
+            is_checked_in = employee.attendance_state == 'checked_in'
+            check_in_time = ''
+            location_name = ''
+            if is_checked_in:
+                att = request.env['hr.attendance'].sudo().search([
+                    ('employee_id', '=', employee.id),
+                    ('check_out', '=', False),
+                ], limit=1)
+                if att:
+                    check_in_time = att.check_in.isoformat() if att.check_in else ''
+                    location_name = att.x_fclk_location_id.name if att.x_fclk_location_id else ''
+
+            return {
+                'clock_enabled': True,
+                'clock_checked_in': is_checked_in,
+                'clock_check_in_time': check_in_time,
+                'clock_location_name': location_name,
+            }
+        except Exception as e:
+            _logger.warning("Clock status check failed: %s", e)
+            return {'clock_enabled': False}
+
     # ==================== TECHNICIAN PORTAL ====================
 
     def _check_technician_access(self):
         """Check if current user is a technician portal user."""
         partner = request.env.user.partner_id
-        if not partner.is_technician_portal:
+        if partner.is_technician_portal:
-            return False
+            return True
-        return True
+        has_tasks = request.env['fusion.technician.task'].sudo().search_count([
+            '|',
+            ('technician_id', '=', request.env.user.id),
+            ('additional_technician_ids', 'in', [request.env.user.id]),
+        ], limit=1)
+        if has_tasks:
+            partner.sudo().write({'is_technician_portal': True})
+            return True
+        return False
 
     @http.route(['/my/technician', '/my/technician/dashboard'], type='http', auth='user', website=True)
     def technician_dashboard(self, **kw):
@@ -1159,6 +1206,8 @@ class AuthorizerPortal(CustomerPortal):
         ICP = request.env['ir.config_parameter'].sudo()
         google_maps_api_key = ICP.get_param('fusion_claims.google_maps_api_key', '')
 
+        clock_data = self._get_clock_status_data()
+
         values = {
             'today_tasks': today_tasks,
             'current_task': current_task,
@@ -1174,6 +1223,7 @@ class AuthorizerPortal(CustomerPortal):
             'google_maps_api_key': google_maps_api_key,
             'page_name': 'technician_dashboard',
         }
+        values.update(clock_data)
         return request.render('fusion_authorizer_portal.portal_technician_dashboard', values)
 
     @http.route(['/my/technician/tasks', '/my/technician/tasks/page/<int:page>'], type='http', auth='user', website=True)
@@ -1423,11 +1473,17 @@ class AuthorizerPortal(CustomerPortal):
             return {'success': False, 'error': str(e)}
 
     @http.route('/my/technician/task/<int:task_id>/action', type='json', auth='user', website=True)
-    def technician_task_action(self, task_id, action, **kw):
+    def technician_task_action(self, task_id, action, latitude=None, longitude=None, accuracy=None, **kw):
-        """Handle task status changes (start, complete, en_route, cancel)."""
+        """Handle task status changes (start, complete, en_route, cancel).
+        Location is mandatory -- the client must send GPS coordinates."""
         if not self._check_technician_access():
             return {'success': False, 'error': 'Access denied'}
 
+        if not latitude or not longitude:
+            return {'success': False, 'error': 'Location is required. Please enable GPS and try again.'}
+        if not (-90 <= latitude <= 90 and -180 <= longitude <= 180):
+            return {'success': False, 'error': 'Invalid GPS coordinates.'}
+
         user = request.env.user
         Task = request.env['fusion.technician.task'].sudo()
 
@@ -1439,21 +1495,39 @@ class AuthorizerPortal(CustomerPortal):
             ):
                 return {'success': False, 'error': 'Task not found or not assigned to you'}
 
+            request.env['fusion.technician.location'].sudo().log_location(
+                latitude=latitude,
+                longitude=longitude,
+                accuracy=accuracy,
+            )
+
+            # Push location to remote instances for cross-instance visibility
+            try:
+                request.env['fusion.task.sync.config'].sudo()._push_technician_location(
+                    user.id, latitude, longitude, accuracy or 0)
+            except Exception:
+                pass  # Non-blocking: sync failure should not block task action
+
+            location_ctx = {
+                'action_latitude': latitude,
+                'action_longitude': longitude,
+                'action_accuracy': accuracy or 0,
+            }
+
             if action == 'en_route':
-                task.action_start_en_route()
+                task.with_context(**location_ctx).action_start_en_route()
             elif action == 'start':
-                task.action_start_task()
+                task.with_context(**location_ctx).action_start_task()
             elif action == 'complete':
                 completion_notes = kw.get('completion_notes', '')
                 if completion_notes:
                     task.completion_notes = completion_notes
-                task.action_complete_task()
+                task.with_context(**location_ctx).action_complete_task()
             elif action == 'cancel':
-                task.action_cancel_task()
+                task.with_context(**location_ctx).action_cancel_task()
             else:
                 return {'success': False, 'error': f'Unknown action: {action}'}
 
-            # For completion, also return next task info
             result = {
                 'success': True,
                 'status': task.status,
@@ -1600,10 +1674,14 @@ class AuthorizerPortal(CustomerPortal):
             return {'success': False, 'error': str(e)}
 
     @http.route('/my/technician/task/<int:task_id>/voice-complete', type='json', auth='user', website=True)
-    def technician_voice_complete(self, task_id, transcription, **kw):
+    def technician_voice_complete(self, task_id, transcription, latitude=None, longitude=None, accuracy=None, **kw):
         """Format transcription with GPT and complete the task."""
         if not self._check_technician_access():
             return {'success': False, 'error': 'Access denied'}
+        if not latitude or not longitude:
+            return {'success': False, 'error': 'Location is required. Please enable GPS and try again.'}
+        if not (-90 <= latitude <= 90 and -180 <= longitude <= 180):
+            return {'success': False, 'error': 'Invalid GPS coordinates.'}
 
         user = request.env.user
         Task = request.env['fusion.technician.task'].sudo()
@@ -1675,7 +1753,18 @@ class AuthorizerPortal(CustomerPortal):
             'completion_notes': completion_html,
             'voice_note_transcription': transcription,
         })
-        task.action_complete_task()
+
+        request.env['fusion.technician.location'].sudo().log_location(
+            latitude=latitude,
+            longitude=longitude,
+            accuracy=accuracy,
+        )
+        location_ctx = {
+            'action_latitude': latitude,
+            'action_longitude': longitude,
+            'action_accuracy': accuracy or 0,
+        }
+        task.with_context(**location_ctx).action_complete_task()
 
         return {
             'success': True,
@@ -1788,6 +1877,25 @@ class AuthorizerPortal(CustomerPortal):
             _logger.warning(f"Location log error: {e}")
             return {'success': False}
 
+    @http.route('/my/technician/clock-status', type='json', auth='user', website=True)
+    def technician_clock_status(self, **kw):
+        """Check if the current technician is clocked in.
+
+        Returns {clocked_in: bool} so the JS background logger can decide
+        whether to track location.  Replaces the fixed 9-6 hour window.
+        """
+        if not self._check_technician_access():
+            return {'clocked_in': False}
+        try:
+            emp = request.env['hr.employee'].sudo().search([
+                ('user_id', '=', request.env.user.id),
+            ], limit=1)
+            if emp and emp.attendance_state == 'checked_in':
+                return {'clocked_in': True}
+        except Exception:
+            pass
+        return {'clocked_in': False}
+
     @http.route('/my/technician/settings/start-location', type='json', auth='user', website=True)
     def technician_save_start_location(self, address='', **kw):
         """Save the technician's personal start location."""
@@ -2055,6 +2163,94 @@ class AuthorizerPortal(CustomerPortal):
             _logger.error(f"Error saving POD signature: {e}")
             return {'success': False, 'error': str(e)}
 
+    # ==================== TASK-LEVEL POD SIGNATURE ====================
+
+    @http.route('/my/technician/task/<int:task_id>/pod', type='http', auth='user', website=True)
+    def task_pod_signature_page(self, task_id, **kw):
+        """Task-level POD signature capture page (works for all tasks including shadow)."""
+        if not self._check_technician_access():
+            return request.redirect('/my')
+
+        user = request.env.user
+        Task = request.env['fusion.technician.task'].sudo()
+
+        try:
+            task = Task.browse(task_id)
+            if not task.exists() or (
+                task.technician_id.id != user.id
+                and user.id not in task.additional_technician_ids.ids
+            ):
+                raise AccessError(_('You do not have access to this task.'))
+        except (AccessError, MissingError):
+            return request.redirect('/my/technician/tasks')
+
+        values = {
+            'task': task,
+            'has_existing_signature': bool(task.pod_signature),
+            'page_name': 'task_pod_signature',
+        }
+        return request.render('fusion_authorizer_portal.portal_task_pod_signature', values)
+
+    @http.route('/my/technician/task/<int:task_id>/pod/sign', type='json', auth='user', methods=['POST'])
+    def task_pod_save_signature(self, task_id, client_name, signature_data, signature_date=None, **kw):
+        """Save POD signature directly on a task."""
+        if not self._check_technician_access():
+            return {'success': False, 'error': 'Access denied'}
+
+        user = request.env.user
+        Task = request.env['fusion.technician.task'].sudo()
+
+        try:
+            task = Task.browse(task_id)
+            if not task.exists() or (
+                task.technician_id.id != user.id
+                and user.id not in task.additional_technician_ids.ids
+            ):
+                return {'success': False, 'error': 'Task not found'}
+
+            if not client_name or not client_name.strip():
+                return {'success': False, 'error': 'Client name is required'}
+            if not signature_data:
+                return {'success': False, 'error': 'Signature is required'}
+
+            if ',' in signature_data:
+                signature_data = signature_data.split(',')[1]
+
+            from datetime import datetime as dt_datetime
+            sig_date = None
+            if signature_date:
+                try:
+                    sig_date = dt_datetime.strptime(signature_date, '%Y-%m-%d').date()
+                except ValueError:
+                    pass
+
+            task.write({
+                'pod_signature': signature_data,
+                'pod_client_name': client_name.strip(),
+                'pod_signature_date': sig_date,
+                'pod_signed_by_user_id': user.id,
+                'pod_signed_datetime': fields.Datetime.now(),
+            })
+
+            if task.sale_order_id:
+                task.sale_order_id.write({
+                    'x_fc_pod_signature': signature_data,
+                    'x_fc_pod_client_name': client_name.strip(),
+                    'x_fc_pod_signature_date': sig_date,
+                    'x_fc_pod_signed_by_user_id': user.id,
+                    'x_fc_pod_signed_datetime': fields.Datetime.now(),
+                })
+
+            return {
+                'success': True,
+                'message': 'Signature saved successfully',
+                'redirect_url': f'/my/technician/task/{task_id}',
+            }
+
+        except Exception as e:
+            _logger.error(f"Error saving task POD signature: {e}")
+            return {'success': False, 'error': str(e)}
+
     def _generate_signed_pod_pdf(self, order, save_to_field=True):
         """Generate a signed POD PDF with the signature embedded.
         

fusion_authorizer_portal/controllers/portal_page11_sign.py

@@ -0,0 +1,206 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+import base64
+import json
+import logging
+
+from odoo import http, fields, _
+from odoo.http import request
+
+_logger = logging.getLogger(__name__)
+
+
+class Page11PublicSignController(http.Controller):
+
+    def _get_sign_request(self, token):
+        """Look up and validate a signing request by token."""
+        req = request.env['fusion.page11.sign.request'].sudo().search([
+            ('access_token', '=', token),
+        ], limit=1)
+        if not req:
+            return None, 'not_found'
+        if req.state == 'signed':
+            return req, 'already_signed'
+        if req.state == 'cancelled':
+            return req, 'cancelled'
+        if req.state == 'expired' or (
+            req.expiry_date and req.expiry_date < fields.Datetime.now()
+        ):
+            if req.state != 'expired':
+                req.state = 'expired'
+            return req, 'expired'
+        return req, 'ok'
+
+    @http.route('/page11/sign/<string:token>', type='http', auth='public',
+                website=True, sitemap=False)
+    def page11_sign_form(self, token, **kw):
+        """Display the Page 11 signing form."""
+        sign_req, status = self._get_sign_request(token)
+
+        if status == 'not_found':
+            return request.render(
+                'fusion_authorizer_portal.portal_page11_sign_invalid', {}
+            )
+
+        if status in ('expired', 'cancelled'):
+            return request.render(
+                'fusion_authorizer_portal.portal_page11_sign_expired',
+                {'sign_request': sign_req},
+            )
+
+        if status == 'already_signed':
+            return request.render(
+                'fusion_authorizer_portal.portal_page11_sign_success',
+                {'sign_request': sign_req, 'token': token},
+            )
+
+        order = sign_req.sale_order_id
+        partner = order.partner_id
+
+        assessment = request.env['fusion.assessment'].sudo().search([
+            ('sale_order_id', '=', order.id),
+        ], limit=1, order='create_date desc')
+
+        ICP = request.env['ir.config_parameter'].sudo()
+        google_maps_api_key = ICP.get_param('fusion_claims.google_maps_api_key', '')
+
+        client_first_name = ''
+        client_last_name = ''
+        client_middle_name = ''
+        client_health_card = ''
+        client_health_card_version = ''
+
+        if assessment:
+            client_first_name = assessment.client_first_name or ''
+            client_last_name = assessment.client_last_name or ''
+            client_middle_name = assessment.client_middle_name or ''
+            client_health_card = assessment.client_health_card or ''
+            client_health_card_version = assessment.client_health_card_version or ''
+        else:
+            first, last = order._get_client_name_parts()
+            client_first_name = first
+            client_last_name = last
+
+        values = {
+            'sign_request': sign_req,
+            'order': order,
+            'partner': partner,
+            'assessment': assessment,
+            'company': order.company_id,
+            'token': token,
+            'signer_type': sign_req.signer_type,
+            'is_agent': sign_req.signer_type != 'client',
+            'google_maps_api_key': google_maps_api_key,
+            'client_first_name': client_first_name,
+            'client_last_name': client_last_name,
+            'client_middle_name': client_middle_name,
+            'client_health_card': client_health_card,
+            'client_health_card_version': client_health_card_version,
+        }
+        return request.render(
+            'fusion_authorizer_portal.portal_page11_public_sign', values,
+        )
+
+    @http.route('/page11/sign/<string:token>/submit', type='http',
+                auth='public', methods=['POST'], website=True,
+                csrf=True, sitemap=False)
+    def page11_sign_submit(self, token, **post):
+        """Process the submitted Page 11 signature."""
+        sign_req, status = self._get_sign_request(token)
+
+        if status != 'ok':
+            return request.redirect(f'/page11/sign/{token}')
+
+        signature_data = post.get('signature_data', '')
+        if not signature_data:
+            return request.redirect(f'/page11/sign/{token}?error=no_signature')
+
+        if signature_data.startswith('data:image'):
+            signature_data = signature_data.split(',', 1)[1]
+
+        consent_accepted = post.get('consent_declaration', '') == 'on'
+        if not consent_accepted:
+            return request.redirect(f'/page11/sign/{token}?error=no_consent')
+
+        signer_name = post.get('signer_name', sign_req.signer_name or '')
+        chosen_signer_type = post.get('signer_type', sign_req.signer_type or 'client')
+        consent_signed_by = 'applicant' if chosen_signer_type == 'client' else 'agent'
+
+        signer_type_labels = {
+            'spouse': 'Spouse', 'parent': 'Parent',
+            'legal_guardian': 'Legal Guardian',
+            'poa': 'Power of Attorney',
+            'public_trustee': 'Public Trustee',
+        }
+
+        vals = {
+            'signature_data': signature_data,
+            'signer_name': signer_name,
+            'signer_type': chosen_signer_type,
+            'consent_declaration_accepted': True,
+            'consent_signed_by': consent_signed_by,
+            'signed_date': fields.Datetime.now(),
+            'state': 'signed',
+            'client_first_name': post.get('client_first_name', ''),
+            'client_last_name': post.get('client_last_name', ''),
+            'client_health_card': post.get('client_health_card', ''),
+            'client_health_card_version': post.get('client_health_card_version', ''),
+        }
+
+        if consent_signed_by == 'agent':
+            vals.update({
+                'agent_first_name': post.get('agent_first_name', ''),
+                'agent_last_name': post.get('agent_last_name', ''),
+                'agent_middle_initial': post.get('agent_middle_initial', ''),
+                'agent_phone': post.get('agent_phone', ''),
+                'agent_unit': post.get('agent_unit', ''),
+                'agent_street_number': post.get('agent_street_number', ''),
+                'agent_street': post.get('agent_street', ''),
+                'agent_city': post.get('agent_city', ''),
+                'agent_province': post.get('agent_province', 'Ontario'),
+                'agent_postal_code': post.get('agent_postal_code', ''),
+                'signer_relationship': signer_type_labels.get(chosen_signer_type, chosen_signer_type),
+            })
+
+        sign_req.sudo().write(vals)
+
+        try:
+            sign_req.sudo()._generate_signed_pdf()
+        except Exception as e:
+            _logger.error("PDF generation failed for sign request %s: %s", sign_req.id, e)
+
+        try:
+            sign_req.sudo()._update_sale_order()
+        except Exception as e:
+            _logger.error("Sale order update failed for sign request %s: %s", sign_req.id, e)
+
+        return request.render(
+            'fusion_authorizer_portal.portal_page11_sign_success',
+            {'sign_request': sign_req, 'token': token},
+        )
+
+    @http.route('/page11/sign/<string:token>/download', type='http',
+                auth='public', website=True, sitemap=False)
+    def page11_download_pdf(self, token, **kw):
+        """Download the signed Page 11 PDF."""
+        sign_req = request.env['fusion.page11.sign.request'].sudo().search([
+            ('access_token', '=', token),
+            ('state', '=', 'signed'),
+        ], limit=1)
+
+        if not sign_req or not sign_req.signed_pdf:
+            return request.redirect(f'/page11/sign/{token}')
+
+        pdf_content = base64.b64decode(sign_req.signed_pdf)
+        filename = sign_req.signed_pdf_filename or 'Page11_Signed.pdf'
+
+        return request.make_response(
+            pdf_content,
+            headers=[
+                ('Content-Type', 'application/pdf'),
+                ('Content-Disposition', f'attachment; filename="{filename}"'),
+                ('Content-Length', str(len(pdf_content))),
+            ],
+        )

fusion_authorizer_portal/controllers/portal_schedule.py

@@ -0,0 +1,327 @@
+# -*- coding: utf-8 -*-
+
+from odoo import http, _, fields
+from odoo.http import request
+from odoo.addons.portal.controllers.portal import CustomerPortal
+from odoo.exceptions import AccessError, ValidationError
+from datetime import datetime, timedelta
+import json
+import logging
+import pytz
+
+_logger = logging.getLogger(__name__)
+
+
+class PortalSchedule(CustomerPortal):
+    """Portal controller for appointment scheduling and calendar management."""
+
+    def _get_schedule_values(self):
+        """Common values for schedule pages."""
+        ICP = request.env['ir.config_parameter'].sudo()
+        g_start = ICP.get_param('fusion_claims.portal_gradient_start', '#5ba848')
+        g_mid = ICP.get_param('fusion_claims.portal_gradient_mid', '#3a8fb7')
+        g_end = ICP.get_param('fusion_claims.portal_gradient_end', '#2e7aad')
+        gradient = 'linear-gradient(135deg, %s 0%%, %s 60%%, %s 100%%)' % (g_start, g_mid, g_end)
+        google_maps_api_key = ICP.get_param('fusion_claims.google_maps_api_key', '')
+
+        return {
+            'portal_gradient': gradient,
+            'google_maps_api_key': google_maps_api_key,
+        }
+
+    def _get_user_timezone(self):
+        tz_name = request.env.user.tz or 'America/Toronto'
+        try:
+            return pytz.timezone(tz_name)
+        except pytz.exceptions.UnknownTimeZoneError:
+            return pytz.timezone('America/Toronto')
+
+    def _get_appointment_types(self):
+        """Get appointment types available to the current user."""
+        return request.env['appointment.type'].sudo().search([
+            ('staff_user_ids', 'in', [request.env.user.id]),
+        ])
+
+    @http.route(['/my/schedule'], type='http', auth='user', website=True)
+    def schedule_page(self, **kw):
+        """Schedule overview: upcoming appointments and shareable link."""
+        partner = request.env.user.partner_id
+        user = request.env.user
+        now = fields.Datetime.now()
+
+        upcoming_events = request.env['calendar.event'].sudo().search([
+            ('partner_ids', 'in', [partner.id]),
+            ('start', '>=', now),
+        ], order='start asc', limit=20)
+
+        today_events = request.env['calendar.event'].sudo().search([
+            ('partner_ids', 'in', [partner.id]),
+            ('start', '>=', now.replace(hour=0, minute=0, second=0)),
+            ('start', '<', (now + timedelta(days=1)).replace(hour=0, minute=0, second=0)),
+        ], order='start asc')
+
+        invite = request.env['appointment.invite'].sudo().search([
+            ('staff_user_ids', 'in', [user.id]),
+        ], limit=1)
+        share_url = invite.book_url if invite else ''
+
+        appointment_types = self._get_appointment_types()
+        tz = self._get_user_timezone()
+
+        values = self._get_schedule_values()
+        values.update({
+            'page_name': 'schedule',
+            'upcoming_events': upcoming_events,
+            'today_events': today_events,
+            'share_url': share_url,
+            'appointment_types': appointment_types,
+            'user_tz': tz,
+            'now': now,
+        })
+        return request.render('fusion_authorizer_portal.portal_schedule_page', values)
+
+    @http.route(['/my/schedule/book'], type='http', auth='user', website=True)
+    def schedule_book(self, appointment_type_id=None, **kw):
+        """Booking form for a new appointment."""
+        appointment_types = self._get_appointment_types()
+        if not appointment_types:
+            return request.redirect('/my/schedule')
+
+        if appointment_type_id:
+            selected_type = request.env['appointment.type'].sudo().browse(int(appointment_type_id))
+            if not selected_type.exists():
+                selected_type = appointment_types[0]
+        else:
+            selected_type = appointment_types[0]
+
+        values = self._get_schedule_values()
+        values.update({
+            'page_name': 'schedule_book',
+            'appointment_types': appointment_types,
+            'selected_type': selected_type,
+            'now': fields.Datetime.now(),
+            'error': kw.get('error'),
+            'success': kw.get('success'),
+        })
+        return request.render('fusion_authorizer_portal.portal_schedule_book', values)
+
+    @http.route('/my/schedule/available-slots', type='json', auth='user', website=True)
+    def schedule_available_slots(self, appointment_type_id, selected_date=None, **kw):
+        """JSON-RPC endpoint: return available time slots for a date."""
+        appointment_type = request.env['appointment.type'].sudo().browse(int(appointment_type_id))
+        if not appointment_type.exists():
+            return {'error': 'Appointment type not found', 'slots': []}
+
+        user = request.env.user
+        tz_name = user.tz or 'America/Toronto'
+        tz = self._get_user_timezone()
+
+        ref_date = fields.Datetime.now()
+        slot_data = appointment_type._get_appointment_slots(
+            timezone=tz_name,
+            filter_users=request.env['res.users'].sudo().browse(user.id),
+            asked_capacity=1,
+            reference_date=ref_date,
+        )
+
+        filtered_slots = []
+        target_date = None
+        if selected_date:
+            try:
+                target_date = datetime.strptime(selected_date, '%Y-%m-%d').date()
+            except ValueError:
+                return {'error': 'Invalid date format', 'slots': []}
+
+        for month_data in slot_data:
+            for week in month_data.get('weeks', []):
+                for day_info in week:
+                    if not day_info:
+                        continue
+                    day = day_info.get('day')
+                    if target_date and day != target_date:
+                        continue
+                    for slot in day_info.get('slots', []):
+                        slot_dt_str = slot.get('datetime')
+                        if not slot_dt_str:
+                            continue
+                        filtered_slots.append({
+                            'datetime': slot_dt_str,
+                            'start_hour': slot.get('start_hour', ''),
+                            'end_hour': slot.get('end_hour', ''),
+                            'duration': slot.get('slot_duration', str(appointment_type.appointment_duration)),
+                            'staff_user_id': slot.get('staff_user_id', user.id),
+                        })
+
+        available_dates = []
+        if not target_date:
+            seen = set()
+            for month_data in slot_data:
+                for week in month_data.get('weeks', []):
+                    for day_info in week:
+                        if not day_info:
+                            continue
+                        day = day_info.get('day')
+                        if day and day_info.get('slots') and str(day) not in seen:
+                            seen.add(str(day))
+                            available_dates.append(str(day))
+
+        return {
+            'slots': filtered_slots,
+            'available_dates': sorted(available_dates),
+            'duration': appointment_type.appointment_duration,
+            'timezone': tz_name,
+        }
+
+    @http.route('/my/schedule/week-events', type='json', auth='user', website=True)
+    def schedule_week_events(self, selected_date, **kw):
+        """Return the user's calendar events for the Mon-Sun week containing selected_date."""
+        try:
+            target = datetime.strptime(selected_date, '%Y-%m-%d').date()
+        except (ValueError, TypeError):
+            return {'error': 'Invalid date format', 'events': [], 'week_days': []}
+
+        monday = target - timedelta(days=target.weekday())
+        sunday = monday + timedelta(days=6)
+
+        partner = request.env.user.partner_id
+        tz = self._get_user_timezone()
+
+        monday_start_local = tz.localize(datetime.combine(monday, datetime.min.time()))
+        sunday_end_local = tz.localize(datetime.combine(sunday, datetime.max.time()))
+        monday_start_utc = monday_start_local.astimezone(pytz.utc).replace(tzinfo=None)
+        sunday_end_utc = sunday_end_local.astimezone(pytz.utc).replace(tzinfo=None)
+
+        events = request.env['calendar.event'].sudo().search([
+            ('partner_ids', 'in', [partner.id]),
+            ('start', '>=', monday_start_utc),
+            ('start', '<=', sunday_end_utc),
+        ], order='start asc')
+
+        event_list = []
+        for ev in events:
+            start_utc = ev.start
+            stop_utc = ev.stop
+            start_local = pytz.utc.localize(start_utc).astimezone(tz)
+            stop_local = pytz.utc.localize(stop_utc).astimezone(tz)
+            event_list.append({
+                'name': ev.name or '',
+                'start': start_local.strftime('%Y-%m-%d %H:%M'),
+                'end': stop_local.strftime('%Y-%m-%d %H:%M'),
+                'start_time': start_local.strftime('%I:%M %p'),
+                'end_time': stop_local.strftime('%I:%M %p'),
+                'day_of_week': start_local.weekday(),
+                'date': start_local.strftime('%Y-%m-%d'),
+                'location': ev.location or '',
+                'duration': ev.duration,
+            })
+
+        day_labels = ['Mon', 'Tue', 'Wed', 'Thu', 'Fri', 'Sat', 'Sun']
+        week_days = []
+        for i in range(7):
+            day = monday + timedelta(days=i)
+            week_days.append({
+                'label': day_labels[i],
+                'date': day.strftime('%Y-%m-%d'),
+                'day_num': day.day,
+                'is_selected': day == target,
+            })
+
+        return {
+            'events': event_list,
+            'week_days': week_days,
+            'selected_date': selected_date,
+        }
+
+    @http.route('/my/schedule/book/submit', type='http', auth='user', website=True, methods=['POST'])
+    def schedule_book_submit(self, **post):
+        """Process the booking form submission."""
+        appointment_type_id = int(post.get('appointment_type_id', 0))
+        appointment_type = request.env['appointment.type'].sudo().browse(appointment_type_id)
+        if not appointment_type.exists():
+            return request.redirect('/my/schedule/book?error=Invalid+appointment+type')
+
+        client_name = (post.get('client_name') or '').strip()
+        client_street = (post.get('client_street') or '').strip()
+        client_city = (post.get('client_city') or '').strip()
+        client_province = (post.get('client_province') or '').strip()
+        client_postal = (post.get('client_postal') or '').strip()
+        notes = (post.get('notes') or '').strip()
+        slot_datetime = (post.get('slot_datetime') or '').strip()
+        slot_duration = post.get('slot_duration', str(appointment_type.appointment_duration))
+
+        if not client_name or not slot_datetime:
+            return request.redirect('/my/schedule/book?error=Client+name+and+time+slot+are+required')
+
+        user = request.env.user
+        tz = self._get_user_timezone()
+
+        try:
+            start_dt_naive = datetime.strptime(slot_datetime, '%Y-%m-%d %H:%M:%S')
+            start_dt_local = tz.localize(start_dt_naive)
+            start_dt_utc = start_dt_local.astimezone(pytz.utc).replace(tzinfo=None)
+        except (ValueError, Exception) as e:
+            _logger.error("Failed to parse slot datetime %s: %s", slot_datetime, e)
+            return request.redirect('/my/schedule/book?error=Invalid+time+slot')
+
+        duration = float(slot_duration)
+        stop_dt_utc = start_dt_utc + timedelta(hours=duration)
+
+        is_valid = appointment_type._check_appointment_is_valid_slot(
+            staff_user=user,
+            resources=request.env['appointment.resource'],
+            asked_capacity=1,
+            timezone=str(tz),
+            start_dt=start_dt_utc,
+            duration=duration,
+            allday=False,
+        )
+        if not is_valid:
+            return request.redirect('/my/schedule/book?error=This+slot+is+no+longer+available.+Please+choose+another+time.')
+
+        address_parts = [p for p in [client_street, client_city, client_province, client_postal] if p]
+        location = ', '.join(address_parts)
+
+        description_lines = []
+        if client_name:
+            description_lines.append(f"Client: {client_name}")
+        if location:
+            description_lines.append(f"Address: {location}")
+        if notes:
+            description_lines.append(f"Notes: {notes}")
+        description = '\n'.join(description_lines)
+
+        event_name = f"{client_name} - {appointment_type.name}"
+
+        booking_line_values = [{
+            'appointment_user_id': user.id,
+            'capacity_reserved': 1,
+            'capacity_used': 1,
+        }]
+
+        try:
+            event_vals = appointment_type._prepare_calendar_event_values(
+                asked_capacity=1,
+                booking_line_values=booking_line_values,
+                description=description,
+                duration=duration,
+                allday=False,
+                appointment_invite=request.env['appointment.invite'],
+                guests=request.env['res.partner'],
+                name=event_name,
+                customer=user.partner_id,
+                staff_user=user,
+                start=start_dt_utc,
+                stop=stop_dt_utc,
+            )
+            event_vals['location'] = location
+            event = request.env['calendar.event'].sudo().create(event_vals)
+
+            _logger.info(
+                "Appointment booked: %s at %s (event ID: %s)",
+                event_name, start_dt_utc, event.id,
+            )
+        except Exception as e:
+            _logger.error("Failed to create appointment: %s", e)
+            return request.redirect('/my/schedule/book?error=Failed+to+create+appointment.+Please+try+again.')
+
+        return request.redirect('/my/schedule?success=Appointment+booked+successfully')

fusion_authorizer_portal/data/appointment_invite_data.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+    <!-- Auto-create a shareable booking link for staff members.
+         URL: /book/book-appointment
+         Filtered to appointment type "Assessment" and staff users configured on that type. -->
+
+    <record id="default_appointment_invite" model="appointment.invite">
+        <field name="short_code">book-appointment</field>
+        <field name="appointment_type_ids" eval="[(6, 0, [])]"/>
+    </record>
+
+</odoo>

fusion_authorizer_portal/migrations/19.0.2.3.0/end-migrate.py

@@ -0,0 +1,36 @@
+# -*- coding: utf-8 -*-
+"""Reactivate any views that Odoo silently deactivated.
+
+Odoo deactivates inherited views when xpath validation fails (e.g. parent
+view structure changed between versions).  Once deactivated, subsequent
+``-u`` runs never reactivate them.  This end-migration script catches
+that scenario on every version bump.
+"""
+import logging
+
+_logger = logging.getLogger(__name__)
+
+MODULE = 'fusion_authorizer_portal'
+
+
+def migrate(cr, version):
+    if not version:
+        return
+
+    cr.execute("""
+        UPDATE ir_ui_view v
+        SET active = true
+        FROM ir_model_data d
+        WHERE d.res_id = v.id
+          AND d.model  = 'ir.ui.view'
+          AND d.module = %s
+          AND v.active = false
+        RETURNING v.id, v.name, v.key
+    """, [MODULE])
+
+    rows = cr.fetchall()
+    if rows:
+        _logger.warning(
+            "Reactivated %d deactivated views for %s: %s",
+            len(rows), MODULE, [r[2] or r[1] for r in rows],
+        )

fusion_authorizer_portal/migrations/19.0.2.4.0/end-migrate.py

@@ -0,0 +1,36 @@
+# -*- coding: utf-8 -*-
+"""Reactivate any views that Odoo silently deactivated.
+
+Odoo deactivates inherited views when xpath validation fails (e.g. parent
+view structure changed between versions).  Once deactivated, subsequent
+``-u`` runs never reactivate them.  This end-migration script catches
+that scenario on every version bump.
+"""
+import logging
+
+_logger = logging.getLogger(__name__)
+
+MODULE = 'fusion_authorizer_portal'
+
+
+def migrate(cr, version):
+    if not version:
+        return
+
+    cr.execute("""
+        UPDATE ir_ui_view v
+        SET active = true
+        FROM ir_model_data d
+        WHERE d.res_id = v.id
+          AND d.model  = 'ir.ui.view'
+          AND d.module = %s
+          AND v.active = false
+        RETURNING v.id, v.name, v.key
+    """, [MODULE])
+
+    rows = cr.fetchall()
+    if rows:
+        _logger.warning(
+            "Reactivated %d deactivated views for %s: %s",
+            len(rows), MODULE, [r[2] or r[1] for r in rows],
+        )

fusion_authorizer_portal/migrations/19.0.2.5.0/end-migrate.py

@@ -0,0 +1,36 @@
+# -*- coding: utf-8 -*-
+"""Reactivate any views that Odoo silently deactivated.
+
+Odoo deactivates inherited views when xpath validation fails (e.g. parent
+view structure changed between versions).  Once deactivated, subsequent
+``-u`` runs never reactivate them.  This end-migration script catches
+that scenario on every version bump.
+"""
+import logging
+
+_logger = logging.getLogger(__name__)
+
+MODULE = 'fusion_authorizer_portal'
+
+
+def migrate(cr, version):
+    if not version:
+        return
+
+    cr.execute("""
+        UPDATE ir_ui_view v
+        SET active = true
+        FROM ir_model_data d
+        WHERE d.res_id = v.id
+          AND d.model  = 'ir.ui.view'
+          AND d.module = %s
+          AND v.active = false
+        RETURNING v.id, v.name, v.key
+    """, [MODULE])
+
+    rows = cr.fetchall()
+    if rows:
+        _logger.warning(
+            "Reactivated %d deactivated views for %s: %s",
+            len(rows), MODULE, [r[2] or r[1] for r in rows],
+        )

fusion_authorizer_portal/models/assessment.py

@@ -499,6 +499,7 @@ class FusionAssessment(models.Model):
             'res_model': 'sale.order',
             'res_id': sale_order.id,
             'view_mode': 'form',
+            'views': [(False, 'form')],
             'target': 'current',
         }
 
@@ -1482,6 +1483,7 @@ class FusionAssessment(models.Model):
             'name': _('Documents'),
             'res_model': 'fusion.adp.document',
             'view_mode': 'list,form',
+            'views': [(False, 'list'), (False, 'form')],
             'domain': [('assessment_id', '=', self.id)],
             'context': {'default_assessment_id': self.id},
         }
@@ -1497,6 +1499,7 @@ class FusionAssessment(models.Model):
             'res_model': 'sale.order',
             'res_id': self.sale_order_id.id,
             'view_mode': 'form',
+            'views': [(False, 'form')],
             'target': 'current',
         }
 

fusion_authorizer_portal/models/loaner_checkout.py

@@ -23,5 +23,6 @@ class FusionLoanerCheckoutAssessment(models.Model):
             'type': 'ir.actions.act_window',
             'res_model': 'fusion.assessment',
             'view_mode': 'form',
+            'views': [(False, 'form')],
             'res_id': self.assessment_id.id,
         }

fusion_authorizer_portal/models/res_partner.py

@@ -160,7 +160,7 @@ class ResPartner(models.Model):
 
         if self.is_technician_portal:
             # Add Field Technician group
-            g = self.env.ref('fusion_claims.group_field_technician', raise_if_not_found=False)
+            g = self.env.ref('fusion_tasks.group_field_technician', raise_if_not_found=False)
             if g and g not in internal_user.group_ids:
                 internal_user.sudo().write({'group_ids': [(4, g.id)]})
                 added.append('Field Technician')
@@ -596,6 +596,7 @@ class ResPartner(models.Model):
             'name': _('Assigned Cases'),
             'res_model': 'sale.order',
             'view_mode': 'list,form',
+            'views': [(False, 'list'), (False, 'form')],
             'domain': [('x_fc_authorizer_id', '=', self.id)],
             'context': {'default_x_fc_authorizer_id': self.id},
         }
@@ -614,6 +615,7 @@ class ResPartner(models.Model):
             'name': _('Assessments'),
             'res_model': 'fusion.assessment',
             'view_mode': 'list,form',
+            'views': [(False, 'list'), (False, 'form')],
             'domain': domain,
         }
 
@@ -697,6 +699,7 @@ class ResPartner(models.Model):
             'name': _('Assigned Deliveries'),
             'res_model': 'sale.order',
             'view_mode': 'list,form',
+            'views': [(False, 'list'), (False, 'form')],
             'domain': [('x_fc_delivery_technician_ids', 'in', [self.authorizer_portal_user_id.id])],
         }
 

fusion_authorizer_portal/models/sale_order.py

@@ -101,6 +101,7 @@ class SaleOrder(models.Model):
             'name': 'Message Authorizer',
             'res_model': 'mail.compose.message',
             'view_mode': 'form',
+            'views': [(False, 'form')],
             'target': 'new',
             'context': {
                 'default_model': 'sale.order',
@@ -137,6 +138,7 @@ class SaleOrder(models.Model):
             'name': _('Portal Comments'),
             'res_model': 'fusion.authorizer.comment',
             'view_mode': 'list,form',
+            'views': [(False, 'list'), (False, 'form')],
             'domain': [('sale_order_id', '=', self.id)],
             'context': {'default_sale_order_id': self.id},
         }
@@ -149,6 +151,7 @@ class SaleOrder(models.Model):
             'name': _('Portal Documents'),
             'res_model': 'fusion.adp.document',
             'view_mode': 'list,form',
+            'views': [(False, 'list'), (False, 'form')],
             'domain': [('sale_order_id', '=', self.id)],
             'context': {'default_sale_order_id': self.id},
         }

fusion_authorizer_portal/static/src/css/technician_portal.css

@@ -14,16 +14,12 @@
 .tech-stats-bar {
     display: flex;
     gap: 0.5rem;
-    overflow-x: auto;
-    padding-bottom: 0.5rem;
-    scrollbar-width: none;
 }
-.tech-stats-bar::-webkit-scrollbar { display: none; }
 
 .tech-stat-card {
-    flex: 0 0 auto;
+    flex: 1 1 0;
-    min-width: 100px;
+    min-width: 0;
-    padding: 0.75rem 1rem;
+    padding: 0.75rem 0.5rem;
     border-radius: 12px;
     text-align: center;
     color: #fff;
@@ -42,7 +38,145 @@
 .tech-stat-total { background: linear-gradient(135deg, #5ba848, #3a8fb7); }
 .tech-stat-remaining { background: linear-gradient(135deg, #3498db, #2980b9); }
 .tech-stat-completed { background: linear-gradient(135deg, #27ae60, #219a52); }
-.tech-stat-travel { background: linear-gradient(135deg, #8e44ad, #7d3c98); }
+
+/* ---- Clock In/Out Card ---- */
+.tech-clock-card {
+    background: var(--o-main-card-bg, #fff);
+    border: 1px solid var(--o-main-border-color, #e9ecef);
+    border-radius: 14px;
+    padding: 0.875rem 1rem;
+}
+.tech-clock-dot {
+    width: 10px;
+    height: 10px;
+    border-radius: 50%;
+    background: #adb5bd;
+    flex-shrink: 0;
+}
+.tech-clock-dot--active {
+    background: #10b981;
+    box-shadow: 0 0 6px rgba(16, 185, 129, 0.5);
+    animation: tech-clock-pulse 2s ease-in-out infinite;
+}
+@keyframes tech-clock-pulse {
+    0%, 100% { box-shadow: 0 0 6px rgba(16, 185, 129, 0.5); }
+    50% { box-shadow: 0 0 12px rgba(16, 185, 129, 0.8); }
+}
+.tech-clock-status {
+    font-size: 0.85rem;
+    font-weight: 600;
+    color: var(--o-main-text-color, #212529);
+    line-height: 1.2;
+}
+.tech-clock-timer {
+    font-size: 0.75rem;
+    font-weight: 600;
+    font-variant-numeric: tabular-nums;
+    color: #6c757d;
+}
+.tech-clock-btn {
+    display: inline-flex;
+    align-items: center;
+    gap: 0.4rem;
+    padding: 0.5rem 1rem;
+    border-radius: 10px;
+    border: none;
+    font-weight: 600;
+    font-size: 0.85rem;
+    cursor: pointer;
+    transition: all 0.15s;
+    white-space: nowrap;
+}
+.tech-clock-btn:active { transform: scale(0.96); }
+.tech-clock-btn--in {
+    background: #10b981;
+    color: #fff;
+}
+.tech-clock-btn--in:hover { background: #059669; }
+.tech-clock-btn--out {
+    background: #ef4444;
+    color: #fff;
+}
+.tech-clock-btn--out:hover { background: #dc2626; }
+.tech-clock-btn:disabled {
+    opacity: 0.6;
+    cursor: not-allowed;
+}
+.tech-clock-error {
+    display: flex;
+    align-items: center;
+    gap: 0.4rem;
+    margin-top: 0.5rem;
+    padding: 0.4rem 0.75rem;
+    border-radius: 8px;
+    background: #fef2f2;
+    color: #dc2626;
+    font-size: 0.8rem;
+    font-weight: 500;
+}
+
+/* ---- Quick Links (All Tasks / Tomorrow / Repair Form) ---- */
+.tech-quick-links {
+    display: flex;
+    gap: 0.5rem;
+}
+
+.tech-quick-link {
+    flex: 1 1 0;
+    min-width: 0;
+    display: flex;
+    flex-direction: column;
+    align-items: center;
+    justify-content: center;
+    gap: 0.35rem;
+    padding: 0.875rem 0.5rem;
+    border-radius: 12px;
+    border: 1.5px solid;
+    text-decoration: none !important;
+    font-weight: 600;
+    font-size: 0.8rem;
+    transition: all 0.15s;
+    position: relative;
+}
+.tech-quick-link:active { transform: scale(0.97); }
+.tech-quick-link i { font-size: 1.1rem; }
+
+.tech-quick-link-primary {
+    border-color: #3498db;
+    color: #3498db !important;
+    background: rgba(52, 152, 219, 0.04);
+}
+.tech-quick-link-primary:hover { background: rgba(52, 152, 219, 0.1); }
+
+.tech-quick-link-secondary {
+    border-color: #6c757d;
+    color: #6c757d !important;
+    background: rgba(108, 117, 125, 0.04);
+}
+.tech-quick-link-secondary:hover { background: rgba(108, 117, 125, 0.1); }
+
+.tech-quick-link-warning {
+    border-color: #e67e22;
+    color: #e67e22 !important;
+    background: rgba(230, 126, 34, 0.04);
+}
+.tech-quick-link-warning:hover { background: rgba(230, 126, 34, 0.1); }
+
+.tech-quick-link-badge {
+    position: absolute;
+    top: -6px;
+    right: -6px;
+    background: #3498db;
+    color: #fff;
+    font-size: 0.65rem;
+    font-weight: 700;
+    min-width: 18px;
+    height: 18px;
+    line-height: 18px;
+    text-align: center;
+    border-radius: 9px;
+    padding: 0 4px;
+}
 
 /* ---- Hero Card (Dashboard Current Task) ---- */
 .tech-hero-card {
@@ -475,12 +609,18 @@
         gap: 1rem;
     }
     .tech-stat-card {
-        min-width: 130px;
         padding: 1rem 1.5rem;
     }
     .tech-stat-card .stat-number {
         font-size: 2rem;
     }
+    .tech-quick-links {
+        gap: 1rem;
+    }
+    .tech-quick-link {
+        padding: 1rem 0.75rem;
+        font-size: 0.85rem;
+    }
     .tech-bottom-bar {
         position: static;
         box-shadow: none;

fusion_authorizer_portal/static/src/js/chatter_message_authorizer.js

@@ -28,6 +28,9 @@ patch(Chatter.prototype, {
                 [thread.id],
             );
             if (result && result.type === "ir.actions.act_window") {
+                if (!result.views && result.view_mode) {
+                    result.views = result.view_mode.split(",").map(v => [false, v.trim()]);
+                }
                 this._fapActionService.doAction(result);
             }
         } catch (e) {

fusion_authorizer_portal/static/src/js/portal_schedule_booking.js

@@ -0,0 +1,343 @@
+(function () {
+    'use strict';
+
+    var dateInput = document.getElementById('bookingDate');
+    var slotsContainer = document.getElementById('slotsContainer');
+    var slotsGrid = document.getElementById('slotsGrid');
+    var slotsLoading = document.getElementById('slotsLoading');
+    var noSlots = document.getElementById('noSlots');
+    var slotDatetimeInput = document.getElementById('slotDatetime');
+    var slotDurationInput = document.getElementById('slotDuration');
+    var submitBtn = document.getElementById('btnSubmitBooking');
+    var typeSelect = document.getElementById('appointmentTypeSelect');
+    var selectedSlotBtn = null;
+
+    var weekContainer = document.getElementById('weekCalendarContainer');
+    var weekLoading = document.getElementById('weekCalendarLoading');
+    var weekGrid = document.getElementById('weekCalendarGrid');
+    var weekHeader = document.getElementById('weekCalendarHeader');
+    var weekBody = document.getElementById('weekCalendarBody');
+    var weekEmpty = document.getElementById('weekCalendarEmpty');
+
+    function getAppointmentTypeId() {
+        if (typeSelect) return typeSelect.value;
+        var hidden = document.querySelector('input[name="appointment_type_id"]');
+        return hidden ? hidden.value : null;
+    }
+
+    function escapeHtml(str) {
+        var div = document.createElement('div');
+        div.textContent = str;
+        return div.innerHTML;
+    }
+
+    function truncate(str, max) {
+        if (!str) return '';
+        return str.length > max ? str.substring(0, max) + '...' : str;
+    }
+
+    function fetchWeekEvents(date) {
+        if (!weekContainer || !date) return;
+
+        weekContainer.style.display = 'block';
+        weekLoading.style.display = 'block';
+        weekGrid.style.display = 'none';
+        weekEmpty.style.display = 'none';
+
+        fetch('/my/schedule/week-events', {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({
+                jsonrpc: '2.0',
+                method: 'call',
+                params: { selected_date: date },
+            }),
+        })
+        .then(function (resp) { return resp.json(); })
+        .then(function (data) {
+            weekLoading.style.display = 'none';
+            var result = data.result || {};
+            var events = result.events || [];
+            var weekDays = result.week_days || [];
+
+            if (result.error || !weekDays.length) {
+                weekEmpty.style.display = 'block';
+                return;
+            }
+
+            renderWeekCalendar(weekDays, events, date);
+        })
+        .catch(function () {
+            weekLoading.style.display = 'none';
+            weekEmpty.textContent = 'Failed to load calendar. Please try again.';
+            weekEmpty.style.display = 'block';
+        });
+    }
+
+    function renderWeekCalendar(weekDays, events, selectedDate) {
+        weekHeader.innerHTML = '';
+        weekBody.innerHTML = '';
+
+        var eventsByDate = {};
+        events.forEach(function (ev) {
+            if (!eventsByDate[ev.date]) eventsByDate[ev.date] = [];
+            eventsByDate[ev.date].push(ev);
+        });
+
+        var hasAnyEvents = events.length > 0;
+
+        weekDays.forEach(function (day) {
+            var isSelected = day.date === selectedDate;
+            var isWeekend = day.label === 'Sat' || day.label === 'Sun';
+            var dayEvents = eventsByDate[day.date] || [];
+
+            var headerCell = document.createElement('div');
+            headerCell.className = 'text-center py-2 flex-fill';
+            headerCell.style.cssText = 'min-width: 0; font-size: 12px; border-right: 1px solid #dee2e6;';
+            if (isSelected) {
+                headerCell.style.backgroundColor = '#e8f4fd';
+            }
+            if (isWeekend) {
+                headerCell.style.opacity = '0.6';
+            }
+
+            var labelEl = document.createElement('div');
+            labelEl.className = 'fw-semibold text-muted';
+            labelEl.textContent = day.label;
+
+            var numEl = document.createElement('div');
+            numEl.className = isSelected ? 'fw-bold text-primary' : 'fw-semibold';
+            numEl.style.fontSize = '14px';
+            numEl.textContent = day.day_num;
+
+            headerCell.appendChild(labelEl);
+            headerCell.appendChild(numEl);
+            weekHeader.appendChild(headerCell);
+
+            var bodyCell = document.createElement('div');
+            bodyCell.className = 'flex-fill p-1';
+            bodyCell.style.cssText = 'min-width: 0; min-height: 70px; border-right: 1px solid #dee2e6; overflow: hidden;';
+            if (isSelected) {
+                bodyCell.style.backgroundColor = '#f0f8ff';
+            }
+
+            if (dayEvents.length) {
+                dayEvents.forEach(function (ev) {
+                    var card = document.createElement('div');
+                    card.className = 'mb-1 px-1 py-1 rounded';
+                    card.style.cssText = 'font-size: 11px; background: #eef6ff; border-left: 3px solid #3a8fb7; overflow: hidden; cursor: default;';
+                    card.title = ev.start_time + ' - ' + ev.end_time + '\n' + ev.name + (ev.location ? '\n' + ev.location : '');
+
+                    var timeEl = document.createElement('div');
+                    timeEl.className = 'fw-semibold text-primary';
+                    timeEl.style.fontSize = '10px';
+                    timeEl.textContent = ev.start_time;
+
+                    var nameEl = document.createElement('div');
+                    nameEl.className = 'text-truncate';
+                    nameEl.style.fontSize = '10px';
+                    nameEl.textContent = truncate(ev.name, 18);
+
+                    card.appendChild(timeEl);
+                    card.appendChild(nameEl);
+                    bodyCell.appendChild(card);
+                });
+            }
+
+            weekBody.appendChild(bodyCell);
+        });
+
+        if (hasAnyEvents) {
+            weekGrid.style.display = 'block';
+            weekEmpty.style.display = 'none';
+        } else {
+            weekGrid.style.display = 'none';
+            weekEmpty.style.display = 'block';
+        }
+    }
+
+    function fetchSlots(date) {
+        var typeId = getAppointmentTypeId();
+        if (!typeId || !date) return;
+
+        slotsContainer.style.display = 'block';
+        slotsLoading.style.display = 'block';
+        slotsGrid.innerHTML = '';
+        noSlots.style.display = 'none';
+        slotDatetimeInput.value = '';
+        if (submitBtn) submitBtn.disabled = true;
+        selectedSlotBtn = null;
+
+        fetch('/my/schedule/available-slots', {
+            method: 'POST',
+            headers: {
+                'Content-Type': 'application/json',
+            },
+            body: JSON.stringify({
+                jsonrpc: '2.0',
+                method: 'call',
+                params: {
+                    appointment_type_id: parseInt(typeId),
+                    selected_date: date,
+                },
+            }),
+        })
+        .then(function (resp) { return resp.json(); })
+        .then(function (data) {
+            slotsLoading.style.display = 'none';
+            var result = data.result || {};
+            var slots = result.slots || [];
+
+            if (result.error) {
+                noSlots.textContent = result.error;
+                noSlots.style.display = 'block';
+                return;
+            }
+
+            if (!slots.length) {
+                noSlots.style.display = 'block';
+                return;
+            }
+
+            var morningSlots = [];
+            var afternoonSlots = [];
+            slots.forEach(function (slot) {
+                var hour = parseInt(slot.start_hour);
+                if (isNaN(hour)) {
+                    var match = slot.start_hour.match(/(\d+)/);
+                    hour = match ? parseInt(match[1]) : 0;
+                    if (slot.start_hour.toLowerCase().indexOf('pm') > -1 && hour !== 12) hour += 12;
+                    if (slot.start_hour.toLowerCase().indexOf('am') > -1 && hour === 12) hour = 0;
+                }
+                if (hour < 12) {
+                    morningSlots.push(slot);
+                } else {
+                    afternoonSlots.push(slot);
+                }
+            });
+
+            function renderGroup(label, icon, groupSlots) {
+                if (!groupSlots.length) return;
+                var header = document.createElement('div');
+                header.className = 'w-100 mt-2 mb-1';
+                header.innerHTML = '<small class="text-muted fw-semibold"><i class="fa ' + icon + ' me-1"></i>' + label + '</small>';
+                slotsGrid.appendChild(header);
+
+                groupSlots.forEach(function (slot) {
+                    var btn = document.createElement('button');
+                    btn.type = 'button';
+                    btn.className = 'btn btn-outline-primary btn-sm slot-btn';
+                    btn.style.cssText = 'min-width: 100px; border-radius: 8px; padding: 8px 14px;';
+                    btn.textContent = slot.start_hour;
+                    btn.dataset.datetime = slot.datetime;
+                    btn.dataset.duration = slot.duration;
+                    btn.addEventListener('click', function () {
+                        if (selectedSlotBtn) {
+                            selectedSlotBtn.classList.remove('btn-primary');
+                            selectedSlotBtn.classList.add('btn-outline-primary');
+                        }
+                        btn.classList.remove('btn-outline-primary');
+                        btn.classList.add('btn-primary');
+                        selectedSlotBtn = btn;
+                        slotDatetimeInput.value = slot.datetime;
+                        slotDurationInput.value = slot.duration;
+                        if (submitBtn) submitBtn.disabled = false;
+                    });
+                    slotsGrid.appendChild(btn);
+                });
+            }
+
+            renderGroup('Morning', 'fa-sun-o', morningSlots);
+            renderGroup('Afternoon', 'fa-cloud', afternoonSlots);
+        })
+        .catch(function (err) {
+            slotsLoading.style.display = 'none';
+            noSlots.textContent = 'Failed to load slots. Please try again.';
+            noSlots.style.display = 'block';
+        });
+    }
+
+    if (dateInput) {
+        dateInput.addEventListener('change', function () {
+            var val = this.value;
+            fetchWeekEvents(val);
+            fetchSlots(val);
+        });
+    }
+
+    if (typeSelect) {
+        typeSelect.addEventListener('change', function () {
+            if (dateInput && dateInput.value) {
+                fetchSlots(dateInput.value);
+            }
+        });
+    }
+
+    var bookingForm = document.getElementById('bookingForm');
+    if (bookingForm) {
+        bookingForm.addEventListener('submit', function (e) {
+            if (!slotDatetimeInput || !slotDatetimeInput.value) {
+                e.preventDefault();
+                alert('Please select a time slot before booking.');
+                return false;
+            }
+            var clientName = bookingForm.querySelector('input[name="client_name"]');
+            if (!clientName || !clientName.value.trim()) {
+                e.preventDefault();
+                alert('Please enter the client name.');
+                return false;
+            }
+            if (submitBtn) {
+                submitBtn.disabled = true;
+                submitBtn.innerHTML = '<i class="fa fa-spinner fa-spin me-1"></i> Booking...';
+            }
+        });
+    }
+
+    window.initScheduleAddressAutocomplete = function () {
+        var streetInput = document.getElementById('clientStreet');
+        if (!streetInput) return;
+
+        var autocomplete = new google.maps.places.Autocomplete(streetInput, {
+            componentRestrictions: { country: 'ca' },
+            types: ['address'],
+        });
+
+        autocomplete.addListener('place_changed', function () {
+            var place = autocomplete.getPlace();
+            if (!place.address_components) return;
+
+            var streetNumber = '';
+            var streetName = '';
+            var city = '';
+            var province = '';
+            var postalCode = '';
+
+            for (var i = 0; i < place.address_components.length; i++) {
+                var component = place.address_components[i];
+                var types = component.types;
+
+                if (types.indexOf('street_number') > -1) {
+                    streetNumber = component.long_name;
+                } else if (types.indexOf('route') > -1) {
+                    streetName = component.long_name;
+                } else if (types.indexOf('locality') > -1) {
+                    city = component.long_name;
+                } else if (types.indexOf('administrative_area_level_1') > -1) {
+                    province = component.long_name;
+                } else if (types.indexOf('postal_code') > -1) {
+                    postalCode = component.long_name;
+                }
+            }
+
+            streetInput.value = (streetNumber + ' ' + streetName).trim();
+            var cityInput = document.getElementById('clientCity');
+            if (cityInput) cityInput.value = city;
+            var provInput = document.getElementById('clientProvince');
+            if (provInput) provInput.value = province;
+            var postalInput = document.getElementById('clientPostal');
+            if (postalInput) postalInput.value = postalCode;
+        });
+    };
+
+})();

fusion_authorizer_portal/static/src/js/technician_location.js

@@ -1,94 +1,234 @@
 /**
- * Technician Location Logger
+ * Technician Location Services
- * Logs GPS location every 5 minutes during working hours (9 AM - 6 PM)
+ *
- * Only logs while the browser tab is visible.
+ * 1. Background logger -- logs GPS every 5 minutes while the tech is clocked in.
+ * 2. getLocation() -- returns a Promise that resolves to {latitude, longitude, accuracy}.
+ *    If the user denies permission or the request times out a blocking modal is shown
+ *    and the promise is rejected.
+ * 3. Blocking modal -- cannot be dismissed; forces the technician to grant permission.
  */
 (function () {
     'use strict';
 
-    var INTERVAL_MS = 5 * 60 * 1000; // 5 minutes
+    var INTERVAL_MS = 5 * 60 * 1000;
-    var STORE_OPEN_HOUR = 9;
+    var CLOCK_CHECK_MS = 60 * 1000; // check clock status every 60s
-    var STORE_CLOSE_HOUR = 18;
     var locationTimer = null;
+    var clockCheckTimer = null;
+    var isClockedIn = false;
+    var permissionDenied = false;
 
-    function isWorkingHours() {
+    // =====================================================================
-        var now = new Date();
+    // BLOCKING MODAL
-        var hour = now.getHours();
+    // =====================================================================
-        return hour >= STORE_OPEN_HOUR && hour < STORE_CLOSE_HOUR;
+
+    var modalEl = null;
+
+    function ensureModal() {
+        if (modalEl) return;
+        var div = document.createElement('div');
+        div.id = 'fusionLocationModal';
+        div.innerHTML =
+            '<div style="position:fixed;inset:0;background:rgba(0,0,0,.7);z-index:99999;display:flex;align-items:center;justify-content:center;">' +
+                '<div style="background:#fff;border-radius:16px;max-width:400px;width:90%;padding:2rem;text-align:center;box-shadow:0 8px 32px rgba(0,0,0,.3);">' +
+                    '<div style="font-size:3rem;color:#dc3545;margin-bottom:1rem;"><i class="fa fa-map-marker"></i></div>' +
+                    '<h4 style="margin-bottom:0.5rem;">Location Required</h4>' +
+                    '<p style="color:#666;font-size:0.95rem;">Your GPS location is mandatory to perform this action. ' +
+                    'Please allow location access in your browser settings and try again.</p>' +
+                    '<p style="color:#999;font-size:0.85rem;">If you previously denied access, open your browser settings ' +
+                    'and reset the location permission for this site.</p>' +
+                    '<button id="fusionLocationRetryBtn" style="background:#0d6efd;color:#fff;border:none;border-radius:12px;padding:0.75rem 2rem;font-size:1rem;cursor:pointer;margin-top:0.5rem;width:100%;">' +
+                        '<i class="fa fa-refresh" style="margin-right:6px;"></i>Try Again' +
+                    '</button>' +
+                '</div>' +
+            '</div>';
+        document.body.appendChild(div);
+        modalEl = div;
+        document.getElementById('fusionLocationRetryBtn').addEventListener('click', function () {
+            hideModal();
+            window.fusionGetLocation().catch(function () {
+                showModal();
+            });
+        });
     }
 
-    function isTechnicianPortal() {
+    function showModal() {
-        // Check if we're on a technician portal page
+        ensureModal();
-        return window.location.pathname.indexOf('/my/technician') !== -1;
+        modalEl.style.display = '';
     }
 
-    function logLocation() {
+    function hideModal() {
-        if (!isWorkingHours()) {
+        if (modalEl) modalEl.style.display = 'none';
-            return;
+    }
-        }
-        if (document.hidden) {
-            return;
-        }
-        if (!navigator.geolocation) {
-            return;
-        }
 
-        navigator.geolocation.getCurrentPosition(
+    // =====================================================================
-            function (position) {
+    // PERMISSION-DENIED BANNER (persistent warning for background logger)
-                var data = {
+    // =====================================================================
-                    jsonrpc: '2.0',
+
-                    method: 'call',
+    var bannerEl = null;
-                    params: {
+
+    function showDeniedBanner() {
+        if (bannerEl) return;
+        bannerEl = document.createElement('div');
+        bannerEl.id = 'fusionLocationBanner';
+        bannerEl.style.cssText =
+            'position:fixed;top:0;left:0;right:0;z-index:9999;background:#dc3545;color:#fff;' +
+            'padding:10px 16px;text-align:center;font-size:0.9rem;font-weight:600;box-shadow:0 2px 8px rgba(0,0,0,.2);';
+        bannerEl.innerHTML =
+            '<i class="fa fa-exclamation-triangle" style="margin-right:6px;"></i>' +
+            'Location access is denied. Your location is not being tracked. ' +
+            'Please enable location in browser settings.';
+        document.body.appendChild(bannerEl);
+    }
+
+    // =====================================================================
+    // getLocation() -- public API
+    // =====================================================================
+
+    function getLocation() {
+        return new Promise(function (resolve, reject) {
+            if (!navigator.geolocation) {
+                reject(new Error('Geolocation is not supported by this browser.'));
+                return;
+            }
+            navigator.geolocation.getCurrentPosition(
+                function (position) {
+                    permissionDenied = false;
+                    if (bannerEl) { bannerEl.remove(); bannerEl = null; }
+                    resolve({
                         latitude: position.coords.latitude,
                         longitude: position.coords.longitude,
                         accuracy: position.coords.accuracy || 0,
+                    });
+                },
+                function (error) {
+                    permissionDenied = true;
+                    showDeniedBanner();
+                    console.error('Fusion Location: GPS error', error.code, error.message);
+                    reject(error);
+                },
+                { enableHighAccuracy: true, timeout: 15000, maximumAge: 30000 }
+            );
+        });
+    }
+
+    window.fusionGetLocation = getLocation;
+
+    // =====================================================================
+    // NAVIGATE -- opens Google Maps app on iOS/Android, browser fallback
+    // =====================================================================
+
+    function openGoogleMapsNav(el) {
+        var addr = (el.dataset.navAddr || '').trim();
+        var fallbackUrl = el.dataset.navUrl || '';
+        if (!addr && !fallbackUrl) return;
+
+        var dest = encodeURIComponent(addr) || fallbackUrl.split('destination=')[1];
+        var isIOS = /iPad|iPhone|iPod/.test(navigator.userAgent);
+        var isAndroid = /Android/i.test(navigator.userAgent);
+
+        if (isIOS) {
+            window.location.href = 'comgooglemaps://?daddr=' + dest + '&directionsmode=driving';
+        } else if (isAndroid) {
+            window.location.href = 'google.navigation:q=' + dest;
+        } else {
+            window.open(fallbackUrl, '_blank');
+        }
+    }
+
+    window.openGoogleMapsNav = openGoogleMapsNav;
+
+    // =====================================================================
+    // BACKGROUND LOGGER (tied to clock-in / clock-out status)
+    // =====================================================================
+
+    function isTechnicianPortal() {
+        return window.location.pathname.indexOf('/my/technician') !== -1;
+    }
+
+    function checkClockStatus() {
+        fetch('/my/technician/clock-status', {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ jsonrpc: '2.0', method: 'call', params: {} }),
+        })
+        .then(function (r) { return r.json(); })
+        .then(function (data) {
+            var wasClocked = isClockedIn;
+            isClockedIn = !!(data.result && data.result.clocked_in);
+            if (isClockedIn && !wasClocked) {
+                // Just clocked in — start tracking immediately
+                startLocationTimer();
+            } else if (!isClockedIn && wasClocked) {
+                // Just clocked out — stop tracking
+                stopLocationTimer();
+            }
+        })
+        .catch(function () {
+            /* network error: keep current state */
+        });
+    }
+
+    function logLocation() {
+        if (!isClockedIn || document.hidden || !navigator.geolocation) return;
+
+        getLocation().then(function (coords) {
+            fetch('/my/technician/location/log', {
+                method: 'POST',
+                headers: { 'Content-Type': 'application/json' },
+                body: JSON.stringify({
+                    jsonrpc: '2.0',
+                    method: 'call',
+                    params: {
+                        latitude: coords.latitude,
+                        longitude: coords.longitude,
+                        accuracy: coords.accuracy,
                     }
-                };
+                }),
-                fetch('/my/technician/location/log', {
+            })
-                    method: 'POST',
+            .then(function (r) { return r.json(); })
-                    headers: { 'Content-Type': 'application/json' },
+            .then(function (data) {
-                    body: JSON.stringify(data),
+                if (data.result && !data.result.success) {
-                }).catch(function () {
+                    console.warn('Fusion Location: server rejected log', data.result);
-                    // Silently fail - location logging is best-effort
+                }
-                });
+            })
-            },
+            .catch(function (err) {
-            function () {
+                console.warn('Fusion Location: network error', err);
-                // Geolocation permission denied or error - silently ignore
+            });
-            },
+        }).catch(function () {
-            { enableHighAccuracy: true, timeout: 10000, maximumAge: 60000 }
+            /* permission denied -- banner already shown */
-        );
+        });
+    }
+
+    function startLocationTimer() {
+        if (locationTimer) return; // already running
+        logLocation(); // immediate first log
+        locationTimer = setInterval(logLocation, INTERVAL_MS);
+    }
+
+    function stopLocationTimer() {
+        if (locationTimer) {
+            clearInterval(locationTimer);
+            locationTimer = null;
+        }
     }
 
     function startLocationLogging() {
-        if (!isTechnicianPortal()) {
+        if (!isTechnicianPortal()) return;
-            return;
-        }
 
-        // Log immediately on page load
+        // Check clock status immediately, then every 60s
-        logLocation();
+        checkClockStatus();
+        clockCheckTimer = setInterval(checkClockStatus, CLOCK_CHECK_MS);
 
-        // Set interval for periodic logging
+        // Pause/resume on tab visibility
-        locationTimer = setInterval(logLocation, INTERVAL_MS);
-
-        // Pause/resume on tab visibility change
         document.addEventListener('visibilitychange', function () {
             if (document.hidden) {
-                // Tab hidden - clear interval to save battery
+                stopLocationTimer();
-                if (locationTimer) {
+            } else if (isClockedIn) {
-                    clearInterval(locationTimer);
+                startLocationTimer();
-                    locationTimer = null;
-                }
-            } else {
-                // Tab visible again - log immediately and restart interval
-                logLocation();
-                if (!locationTimer) {
-                    locationTimer = setInterval(logLocation, INTERVAL_MS);
-                }
             }
         });
     }
 
-    // Start when DOM is ready
     if (document.readyState === 'loading') {
         document.addEventListener('DOMContentLoaded', startLocationLogging);
     } else {

fusion_authorizer_portal/utils/pdf_filler.py

@@ -51,19 +51,25 @@ class PDFTemplateFiller:
         for page_idx in range(num_pages):
             page = original.getPage(page_idx)
             page_num = page_idx + 1  # 1-based page number
-            page_w = float(page.mediaBox.getWidth())
+            mb = page.mediaBox
-            page_h = float(page.mediaBox.getHeight())
+            page_w = float(mb.getWidth())
+            page_h = float(mb.getHeight())
+            origin_x = float(mb.getLowerLeft_x())
+            origin_y = float(mb.getLowerLeft_y())
 
             fields = fields_by_page.get(page_num, [])
 
             if fields:
-                # Create a transparent overlay for this page
                 overlay_buf = BytesIO()
-                c = canvas.Canvas(overlay_buf, pagesize=(page_w, page_h))
+                c = canvas.Canvas(
+                    overlay_buf,
+                    pagesize=(origin_x + page_w, origin_y + page_h),
+                )
 
                 for field in fields:
                     PDFTemplateFiller._draw_field(
-                        c, field, context, signatures, page_w, page_h
+                        c, field, context, signatures,
+                        page_w, page_h, origin_x, origin_y,
                     )
 
                 c.save()
@@ -80,7 +86,8 @@ class PDFTemplateFiller:
         return result.getvalue()
 
     @staticmethod
-    def _draw_field(c, field, context, signatures, page_w, page_h):
+    def _draw_field(c, field, context, signatures,
+                    page_w, page_h, origin_x=0, origin_y=0):
         """Draw a single field onto the reportlab canvas.
 
         Args:
@@ -90,6 +97,8 @@ class PDFTemplateFiller:
             signatures: dict of {field_key: binary} for signature fields
             page_w: page width in PDF points
             page_h: page height in PDF points
+            origin_x: mediaBox lower-left X (accounts for non-zero origin)
+            origin_y: mediaBox lower-left Y (accounts for non-zero origin)
         """
         field_key = field.get('field_key') or field.get('field_name', '')
         field_type = field.get('field_type', 'text')
@@ -98,11 +107,12 @@ class PDFTemplateFiller:
         if not value and field_type != 'signature':
             return
 
-        # Convert percentage positions to absolute PDF coordinates
+        # Convert percentage positions to absolute PDF coordinates.
-        # pos_x/pos_y are 0.0-1.0 ratios from top-left
+        # pos_x/pos_y are 0.0-1.0 ratios from top-left of the visible page.
-        # PDF coordinate system: origin at bottom-left, Y goes up
+        # PDF coordinate system: origin at bottom-left, Y goes up.
-        abs_x = field['pos_x'] * page_w
+        # origin_x/origin_y account for PDFs whose mediaBox doesn't start at (0,0).
-        abs_y = page_h - (field['pos_y'] * page_h)  # flip Y axis
+        abs_x = field['pos_x'] * page_w + origin_x
+        abs_y = (origin_y + page_h) - (field['pos_y'] * page_h)
 
         font_name = field.get('font_name', 'Helvetica')
         font_size = field.get('font_size', 10.0)
@@ -124,10 +134,22 @@ class PDFTemplateFiller:
 
         elif field_type == 'checkbox':
             if value:
-                c.setFont('ZapfDingbats', font_size)
+                # Draw a cross mark (✗) that fills the checkbox box
+                cb_w = field.get('width', 0.015) * page_w
                 cb_h = field.get('height', 0.018) * page_h
-                cb_y = abs_y - cb_h + (cb_h - font_size) / 2
+                # Inset slightly so the cross doesn't touch the box edges
-                c.drawString(abs_x, cb_y, '4')
+                pad = min(cb_w, cb_h) * 0.15
+                x1 = abs_x + pad
+                y1 = abs_y - cb_h + pad
+                x2 = abs_x + cb_w - pad
+                y2 = abs_y - pad
+                c.saveState()
+                c.setStrokeColorRGB(0, 0, 0)
+                c.setLineWidth(1.5)
+                # Draw X (two diagonal lines)
+                c.line(x1, y1, x2, y2)
+                c.line(x1, y2, x2, y1)
+                c.restoreState()
 
         elif field_type == 'signature':
             sig_data = signatures.get(field_key)

fusion_authorizer_portal/views/portal_page11_sign_templates.xml

@@ -0,0 +1,413 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <!-- ============================================================ -->
+    <!-- Page 11 Public Signing Form                                   -->
+    <!-- ============================================================ -->
+    <template id="portal_page11_public_sign" name="Page 11 - Sign">
+        <t t-call="portal.frontend_layout">
+            <div class="container py-4" style="max-width:720px;">
+                <div class="text-center mb-4">
+                    <t t-if="company.logo">
+                        <img t-att-src="'/web/image/res.company/%s/logo/200x60' % company.id"
+                             alt="Company Logo" style="max-height:60px;" class="mb-2"/>
+                    </t>
+                    <h3 class="mb-1">ADP Consent and Declaration</h3>
+                    <p class="text-muted">Page 11 - Assistive Devices Program</p>
+                </div>
+
+                <t t-if="request.params.get('error') == 'no_signature'">
+                    <div class="alert alert-danger">Please draw your signature before submitting.</div>
+                </t>
+                <t t-if="request.params.get('error') == 'no_consent'">
+                    <div class="alert alert-danger">You must accept the consent declaration before signing.</div>
+                </t>
+
+                <!-- Consent Declaration -->
+                <form method="POST" t-att-action="'/page11/sign/%s/submit' % token" id="page11Form">
+                    <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
+
+                    <!-- Applicant Information -->
+                    <div class="card mb-3">
+                        <div class="card-header"><strong>Applicant Information</strong></div>
+                        <div class="card-body">
+                            <div class="row mb-2">
+                                <div class="col-sm-4">
+                                    <label class="form-label">Last Name <span class="text-danger">*</span></label>
+                                    <input type="text" class="form-control" name="client_last_name"
+                                           t-att-value="client_last_name or ''" required="required"/>
+                                </div>
+                                <div class="col-sm-4">
+                                    <label class="form-label">First Name <span class="text-danger">*</span></label>
+                                    <input type="text" class="form-control" name="client_first_name"
+                                           t-att-value="client_first_name or ''" required="required"/>
+                                </div>
+                                <div class="col-sm-4">
+                                    <label class="form-label">Middle Name</label>
+                                    <input type="text" class="form-control" name="client_middle_name"
+                                           t-att-value="client_middle_name or ''"/>
+                                </div>
+                            </div>
+                            <div class="row mb-2">
+                                <div class="col-sm-6">
+                                    <label class="form-label">Health Card Number (10 digits) <span class="text-danger">*</span></label>
+                                    <input type="text" class="form-control" name="client_health_card"
+                                           t-att-value="client_health_card or ''" required="required"
+                                           maxlength="10" pattern="[0-9]{10}" title="10-digit health card number"
+                                           placeholder="e.g. 1234567890"/>
+                                </div>
+                                <div class="col-sm-3">
+                                    <label class="form-label">Version <span class="text-danger">*</span></label>
+                                    <input type="text" class="form-control" name="client_health_card_version"
+                                           t-att-value="client_health_card_version or ''" required="required"
+                                           maxlength="2" placeholder="e.g. AB"/>
+                                </div>
+                                <div class="col-sm-3">
+                                    <label class="form-label">Case Ref</label>
+                                    <input type="text" class="form-control" readonly="readonly"
+                                           t-att-value="order.name"/>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <div class="card mb-3">
+                        <div class="card-header"><strong>Consent and Declaration</strong></div>
+                        <div class="card-body">
+                            <p class="small">
+                                I consent to information being collected and used by the Ministry of Health and Long-Term Care,
+                                and agents authorized by the Ministry, for the administration and enforcement of the
+                                Assistive Devices Program. I understand this consent is voluntary and I may withdraw it
+                                at any time. I declare that the information in this application is true and complete.
+                            </p>
+                            <div class="form-check mb-3">
+                                <input type="checkbox" class="form-check-input" id="consent_declaration"
+                                       name="consent_declaration" required="required"/>
+                                <label class="form-check-label" for="consent_declaration">
+                                    <strong>I have read and accept the above declaration.</strong>
+                                </label>
+                            </div>
+
+                            <div class="mb-3">
+                                <label for="signer_type" class="form-label"><strong>I am signing as:</strong></label>
+                                <select class="form-select" id="signer_type" name="signer_type" required="required"
+                                        onchange="toggleAgentFields()">
+                                    <option value="client" t-att-selected="signer_type == 'client' and 'selected'">Applicant (Client - Self)</option>
+                                    <option value="spouse" t-att-selected="signer_type == 'spouse' and 'selected'">Spouse</option>
+                                    <option value="parent" t-att-selected="signer_type == 'parent' and 'selected'">Parent</option>
+                                    <option value="legal_guardian" t-att-selected="signer_type == 'legal_guardian' and 'selected'">Legal Guardian</option>
+                                    <option value="poa" t-att-selected="signer_type == 'poa' and 'selected'">Power of Attorney</option>
+                                    <option value="public_trustee" t-att-selected="signer_type == 'public_trustee' and 'selected'">Public Trustee</option>
+                                </select>
+                            </div>
+
+                            <div class="mb-3">
+                                <label for="signer_name" class="form-label">Full Name</label>
+                                <input type="text" class="form-control" id="signer_name" name="signer_name"
+                                       t-att-value="sign_request.signer_name or ''" required="required"/>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- Agent Details (shown/hidden via JS based on signer type selection) -->
+                    <div class="card mb-3" id="agent_details_card" t-att-style="'' if is_agent else 'display:none;'">
+                        <div class="card-header"><strong>Agent Details</strong></div>
+                        <div class="card-body">
+                            <div class="row mb-2">
+                                <div class="col-sm-5">
+                                    <label class="form-label">Last Name</label>
+                                    <input type="text" class="form-control agent-field" name="agent_last_name"/>
+                                </div>
+                                <div class="col-sm-5">
+                                    <label class="form-label">First Name</label>
+                                    <input type="text" class="form-control agent-field" name="agent_first_name"/>
+                                </div>
+                                <div class="col-sm-2">
+                                    <label class="form-label">M.I.</label>
+                                    <input type="text" class="form-control" name="agent_middle_initial"
+                                           maxlength="2" placeholder="M"/>
+                                </div>
+                            </div>
+                            <div class="row mb-2">
+                                <div class="col-sm-6">
+                                    <label class="form-label">Home Phone</label>
+                                    <input type="tel" class="form-control" name="agent_phone"/>
+                                </div>
+                                <div class="col-sm-6">
+                                    <label class="form-label">Business Phone</label>
+                                    <input type="tel" class="form-control" name="agent_business_phone"/>
+                                </div>
+                            </div>
+                            <div class="mb-2">
+                                <label class="form-label">Search Address</label>
+                                <input type="text" class="form-control" id="agent_street_search"
+                                       placeholder="Start typing an address..." autocomplete="off"/>
+                            </div>
+                            <div class="row mb-2">
+                                <div class="col-sm-3">
+                                    <label class="form-label">Unit #</label>
+                                    <input type="text" class="form-control" name="agent_unit" id="agent_unit"/>
+                                </div>
+                                <div class="col-sm-3">
+                                    <label class="form-label">Street #</label>
+                                    <input type="text" class="form-control" name="agent_street_number" id="agent_street_number"/>
+                                </div>
+                                <div class="col-sm-6">
+                                    <label class="form-label">Street Name</label>
+                                    <input type="text" class="form-control" name="agent_street" id="agent_street"/>
+                                </div>
+                            </div>
+                            <div class="row mb-2">
+                                <div class="col-sm-5">
+                                    <label class="form-label">City/Town</label>
+                                    <input type="text" class="form-control" name="agent_city" id="agent_city"/>
+                                </div>
+                                <div class="col-sm-4">
+                                    <label class="form-label">Province</label>
+                                    <input type="text" class="form-control" name="agent_province" id="agent_province" value="Ontario"/>
+                                </div>
+                                <div class="col-sm-3">
+                                    <label class="form-label">Postal Code</label>
+                                    <input type="text" class="form-control" name="agent_postal_code" id="agent_postal_code"/>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- Signature Pad -->
+                    <div class="card mb-3">
+                        <div class="card-header d-flex justify-content-between align-items-center">
+                            <strong>Signature</strong>
+                            <button type="button" class="btn btn-sm btn-outline-secondary" onclick="clearSignature()">Clear</button>
+                        </div>
+                        <div class="card-body p-2">
+                            <canvas id="signature-canvas" width="660" height="200"
+                                    style="border:1px dashed rgba(128,128,128,0.35);border-radius:6px;width:100%;touch-action:none;cursor:crosshair;">
+                            </canvas>
+                            <input type="hidden" name="signature_data" id="signature_data"/>
+                        </div>
+                    </div>
+
+                    <div class="text-center mb-4">
+                        <button type="submit" class="btn btn-primary btn-lg px-5" onclick="return prepareSubmit()">
+                            Submit Signature
+                        </button>
+                    </div>
+                </form>
+
+                <p class="text-center text-muted small">
+                    <t t-out="company.name"/> &amp;middot;
+                    <t t-if="company.phone"><t t-out="company.phone"/> &amp;middot; </t>
+                    <t t-if="company.email"><t t-out="company.email"/></t>
+                </p>
+            </div>
+
+            <script type="text/javascript">
+                function toggleAgentFields() {
+                    var sel = document.getElementById('signer_type');
+                    var card = document.getElementById('agent_details_card');
+                    var agentFields = card ? card.querySelectorAll('.agent-field') : [];
+                    var isAgent = sel.value !== 'client';
+                    if (card) card.style.display = isAgent ? '' : 'none';
+                    agentFields.forEach(function(f) {
+                        if (isAgent) { f.setAttribute('required', 'required'); }
+                        else { f.removeAttribute('required'); f.value = ''; }
+                    });
+                }
+                document.addEventListener('DOMContentLoaded', toggleAgentFields);
+            </script>
+            <script type="text/javascript">
+                (function() {
+                    var canvas = document.getElementById('signature-canvas');
+                    if (!canvas) return;
+                    var ctx = canvas.getContext('2d');
+                    var drawing = false;
+                    var lastX = 0, lastY = 0;
+                    var hasDrawn = false;
+
+                    function resizeCanvas() {
+                        var rect = canvas.getBoundingClientRect();
+                        var dpr = window.devicePixelRatio || 1;
+                        canvas.width = rect.width * dpr;
+                        canvas.height = rect.height * dpr;
+                        ctx.scale(dpr, dpr);
+                        ctx.strokeStyle = '#000';
+                        ctx.lineWidth = 2;
+                        ctx.lineCap = 'round';
+                        ctx.lineJoin = 'round';
+                    }
+
+                    resizeCanvas();
+
+                    function getPos(e) {
+                        var rect = canvas.getBoundingClientRect();
+                        var touch = e.touches ? e.touches[0] : e;
+                        return {
+                            x: touch.clientX - rect.left,
+                            y: touch.clientY - rect.top
+                        };
+                    }
+
+                    function startDraw(e) {
+                        e.preventDefault();
+                        drawing = true;
+                        var pos = getPos(e);
+                        lastX = pos.x;
+                        lastY = pos.y;
+                    }
+
+                    function draw(e) {
+                        if (!drawing) return;
+                        e.preventDefault();
+                        var pos = getPos(e);
+                        ctx.beginPath();
+                        ctx.moveTo(lastX, lastY);
+                        ctx.lineTo(pos.x, pos.y);
+                        ctx.stroke();
+                        lastX = pos.x;
+                        lastY = pos.y;
+                        hasDrawn = true;
+                    }
+
+                    function stopDraw(e) {
+                        if (e) e.preventDefault();
+                        drawing = false;
+                    }
+
+                    canvas.addEventListener('mousedown', startDraw);
+                    canvas.addEventListener('mousemove', draw);
+                    canvas.addEventListener('mouseup', stopDraw);
+                    canvas.addEventListener('mouseleave', stopDraw);
+                    canvas.addEventListener('touchstart', startDraw, {passive: false});
+                    canvas.addEventListener('touchmove', draw, {passive: false});
+                    canvas.addEventListener('touchend', stopDraw, {passive: false});
+
+                    window.clearSignature = function() {
+                        var dpr = window.devicePixelRatio || 1;
+                        ctx.clearRect(0, 0, canvas.width / dpr, canvas.height / dpr);
+                        hasDrawn = false;
+                        document.getElementById('signature_data').value = '';
+                    };
+
+                    window.prepareSubmit = function() {
+                        if (!hasDrawn) {
+                            alert('Please draw your signature before submitting.');
+                            return false;
+                        }
+                        var dataUrl = canvas.toDataURL('image/png');
+                        document.getElementById('signature_data').value = dataUrl;
+                        return true;
+                    };
+                })();
+            </script>
+            <t t-if="google_maps_api_key">
+                <script t-attf-src="https://maps.googleapis.com/maps/api/js?key=#{google_maps_api_key}&amp;libraries=places&amp;callback=initPage11AddressAutocomplete" async="async" defer="defer"></script>
+                <script type="text/javascript">
+                    function initPage11AddressAutocomplete() {
+                        var searchInput = document.getElementById('agent_street_search');
+                        if (!searchInput) return;
+                        var autocomplete = new google.maps.places.Autocomplete(searchInput, {
+                            types: ['address'],
+                            componentRestrictions: { country: 'ca' }
+                        });
+                        autocomplete.setFields(['address_components', 'formatted_address']);
+                        autocomplete.addListener('place_changed', function() {
+                            var place = autocomplete.getPlace();
+                            if (!place || !place.address_components) return;
+                            var street_number = '', route = '', city = '', province = '', postal = '', unit = '';
+                            place.address_components.forEach(function(c) {
+                                var t = c.types;
+                                if (t.indexOf('street_number') >= 0) street_number = c.long_name;
+                                else if (t.indexOf('route') >= 0) route = c.long_name;
+                                else if (t.indexOf('locality') >= 0) city = c.long_name;
+                                else if (t.indexOf('sublocality') >= 0 &amp;&amp; !city) city = c.long_name;
+                                else if (t.indexOf('administrative_area_level_1') >= 0) province = c.long_name;
+                                else if (t.indexOf('postal_code') >= 0) postal = c.long_name;
+                                else if (t.indexOf('subpremise') >= 0) unit = c.long_name;
+                            });
+                            document.getElementById('agent_street_number').value = street_number;
+                            document.getElementById('agent_street').value = route;
+                            document.getElementById('agent_city').value = city;
+                            document.getElementById('agent_province').value = province;
+                            document.getElementById('agent_postal_code').value = postal;
+                            if (unit) document.getElementById('agent_unit').value = unit;
+                        });
+                    }
+                </script>
+            </t>
+        </t>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- Success Page                                                  -->
+    <!-- ============================================================ -->
+    <template id="portal_page11_sign_success" name="Page 11 - Signed Successfully">
+        <t t-call="portal.frontend_layout">
+            <div class="container py-5" style="max-width:600px;">
+                <div class="text-center">
+                    <div class="mb-4">
+                        <i class="fa fa-check-circle text-success" style="font-size:64px;"/>
+                    </div>
+                    <h3>Signature Submitted Successfully</h3>
+                    <p class="text-muted mt-3">
+                        Thank you for signing the ADP Consent and Declaration form.
+                        Your signature has been recorded and the document has been updated.
+                    </p>
+                    <t t-if="sign_request and sign_request.sale_order_id">
+                        <p class="text-muted">
+                            Case Reference: <strong><t t-out="sign_request.sale_order_id.name"/></strong>
+                        </p>
+                    </t>
+                    <t t-if="sign_request and sign_request.signed_pdf and token">
+                        <a t-attf-href="/page11/sign/#{token}/download"
+                           class="btn btn-outline-primary mt-3">
+                            <i class="fa fa-download"/> Download Signed PDF
+                        </a>
+                    </t>
+                    <p class="text-muted mt-4 small">You may close this window.</p>
+                </div>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- Expired / Cancelled Page                                      -->
+    <!-- ============================================================ -->
+    <template id="portal_page11_sign_expired" name="Page 11 - Link Expired">
+        <t t-call="portal.frontend_layout">
+            <div class="container py-5" style="max-width:600px;">
+                <div class="text-center">
+                    <div class="mb-4">
+                        <i class="fa fa-clock-o text-warning" style="font-size:64px;"/>
+                    </div>
+                    <h3>Signing Link Expired</h3>
+                    <p class="text-muted mt-3">
+                        This signing link is no longer valid. It may have expired or been cancelled.
+                    </p>
+                    <p class="text-muted">
+                        Please contact the office to request a new signing link.
+                    </p>
+                </div>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- Invalid / Not Found Page                                      -->
+    <!-- ============================================================ -->
+    <template id="portal_page11_sign_invalid" name="Page 11 - Invalid Link">
+        <t t-call="portal.frontend_layout">
+            <div class="container py-5" style="max-width:600px;">
+                <div class="text-center">
+                    <div class="mb-4">
+                        <i class="fa fa-exclamation-triangle text-danger" style="font-size:64px;"/>
+                    </div>
+                    <h3>Invalid Link</h3>
+                    <p class="text-muted mt-3">
+                        This signing link is not valid. Please check that you are using the correct link
+                        from the email you received.
+                    </p>
+                </div>
+            </div>
+        </t>
+    </template>
+</odoo>

fusion_authorizer_portal/views/portal_schedule.xml

@@ -0,0 +1,348 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ==================== SCHEDULE OVERVIEW PAGE ==================== -->
+
+    <template id="portal_schedule_page" name="My Schedule">
+        <t t-call="portal.portal_layout">
+            <t t-set="breadcrumbs_searchbar" t-value="True"/>
+
+            <div class="container py-4">
+                <!-- Success/Error Messages -->
+                <t t-if="request.params.get('success')">
+                    <div class="alert alert-success alert-dismissible fade show" role="alert">
+                        <i class="fa fa-check-circle me-2"/><t t-out="request.params.get('success')"/>
+                        <button type="button" class="btn-close" data-bs-dismiss="alert"/>
+                    </div>
+                </t>
+
+                <!-- Header -->
+                <div class="d-flex justify-content-between align-items-center mb-4 flex-wrap gap-2">
+                    <div>
+                        <h3 class="mb-1"><i class="fa fa-calendar-check-o me-2"/>My Schedule</h3>
+                        <p class="text-muted mb-0">View your appointments and book new ones</p>
+                    </div>
+                    <div class="d-flex gap-2 flex-wrap">
+                        <t t-if="share_url">
+                            <div class="input-group" style="max-width: 350px;">
+                                <input type="text" class="form-control form-control-sm" t-att-value="share_url"
+                                       id="shareBookingUrl" readonly="readonly" style="font-size: 13px;"/>
+                                <button class="btn btn-outline-secondary btn-sm" type="button"
+                                        id="btnCopyShareUrl">
+                                    <i class="fa fa-copy" id="copyIcon"/> <span id="copyText">Copy</span>
+                                </button>
+                                <script type="text/javascript">
+                                    (function() {
+                                        var btn = document.getElementById('btnCopyShareUrl');
+                                        if (!btn) return;
+                                        btn.addEventListener('click', function() {
+                                            var url = document.getElementById('shareBookingUrl').value;
+                                            navigator.clipboard.writeText(url);
+                                            var icon = document.getElementById('copyIcon');
+                                            var text = document.getElementById('copyText');
+                                            icon.className = 'fa fa-check';
+                                            text.textContent = 'Copied';
+                                            setTimeout(function() {
+                                                icon.className = 'fa fa-copy';
+                                                text.textContent = 'Copy';
+                                            }, 2000);
+                                        });
+                                    })();
+                                </script>
+                            </div>
+                        </t>
+                        <a href="/my/schedule/book" class="btn btn-primary">
+                            <i class="fa fa-plus me-1"/> Book Appointment
+                        </a>
+                    </div>
+                </div>
+
+                <!-- Today's Appointments -->
+                <div class="card border-0 shadow-sm mb-4" style="border-radius: 12px;">
+                    <div class="card-header bg-white border-bottom-0 pt-3 pb-2 px-4"
+                         style="border-radius: 12px 12px 0 0;">
+                        <h5 class="mb-0"><i class="fa fa-sun-o me-2 text-warning"/>Today's Appointments</h5>
+                    </div>
+                    <div class="card-body px-4 pb-4 pt-2">
+                        <t t-if="today_events">
+                            <div class="list-group list-group-flush">
+                                <t t-foreach="today_events" t-as="event">
+                                    <div class="list-group-item px-0 py-3 border-start-0 border-end-0">
+                                        <div class="d-flex justify-content-between align-items-center">
+                                            <div class="d-flex align-items-center">
+                                                <div class="rounded-3 text-center px-3 py-2 me-3"
+                                                     t-attf-style="background: #{portal_gradient}; min-width: 70px;">
+                                                    <div class="text-white fw-bold" style="font-size: 14px;">
+                                                        <t t-out="event.start.astimezone(user_tz).strftime('%I:%M')"/>
+                                                    </div>
+                                                    <div class="text-white" style="font-size: 10px;">
+                                                        <t t-out="event.start.astimezone(user_tz).strftime('%p')"/>
+                                                    </div>
+                                                </div>
+                                                <div>
+                                                    <h6 class="mb-0"><t t-out="event.name"/></h6>
+                                                    <small class="text-muted">
+                                                        <t t-if="event.location">
+                                                            <i class="fa fa-map-marker me-1"/><t t-out="event.location"/>
+                                                        </t>
+                                                    </small>
+                                                </div>
+                                            </div>
+                                            <div class="text-end">
+                                                <span class="badge bg-light text-dark">
+                                                    <t t-out="'%.0f' % (event.duration * 60)"/> min
+                                                </span>
+                                            </div>
+                                        </div>
+                                    </div>
+                                </t>
+                            </div>
+                        </t>
+                        <t t-else="">
+                            <p class="text-muted mb-0 py-3 text-center">
+                                <i class="fa fa-calendar-o me-1"/> No appointments scheduled for today.
+                            </p>
+                        </t>
+                    </div>
+                </div>
+
+                <!-- Upcoming Appointments -->
+                <div class="card border-0 shadow-sm" style="border-radius: 12px;">
+                    <div class="card-header bg-white border-bottom-0 pt-3 pb-2 px-4"
+                         style="border-radius: 12px 12px 0 0;">
+                        <h5 class="mb-0"><i class="fa fa-calendar me-2 text-primary"/>Upcoming Appointments</h5>
+                    </div>
+                    <div class="card-body px-4 pb-4 pt-2">
+                        <t t-if="upcoming_events">
+                            <div class="table-responsive">
+                                <table class="table table-hover mb-0">
+                                    <thead>
+                                        <tr>
+                                            <th style="border-top:none;">Date</th>
+                                            <th style="border-top:none;">Time</th>
+                                            <th style="border-top:none;">Appointment</th>
+                                            <th style="border-top:none;">Location</th>
+                                            <th style="border-top:none;">Duration</th>
+                                        </tr>
+                                    </thead>
+                                    <tbody>
+                                        <t t-foreach="upcoming_events" t-as="event">
+                                            <tr>
+                                                <td>
+                                                    <strong><t t-out="event.start.astimezone(user_tz).strftime('%b %d')"/></strong>
+                                                    <br/>
+                                                    <small class="text-muted">
+                                                        <t t-out="event.start.astimezone(user_tz).strftime('%A')"/>
+                                                    </small>
+                                                </td>
+                                                <td>
+                                                    <t t-out="event.start.astimezone(user_tz).strftime('%I:%M %p')"/>
+                                                </td>
+                                                <td><t t-out="event.name"/></td>
+                                                <td>
+                                                    <t t-if="event.location">
+                                                        <small><t t-out="event.location"/></small>
+                                                    </t>
+                                                    <t t-else="">
+                                                        <small class="text-muted">-</small>
+                                                    </t>
+                                                </td>
+                                                <td>
+                                                    <span class="badge bg-light text-dark">
+                                                        <t t-out="'%.0f' % (event.duration * 60)"/> min
+                                                    </span>
+                                                </td>
+                                            </tr>
+                                        </t>
+                                    </tbody>
+                                </table>
+                            </div>
+                        </t>
+                        <t t-else="">
+                            <p class="text-muted mb-0 py-3 text-center">
+                                <i class="fa fa-calendar-o me-1"/> No upcoming appointments.
+                                <a href="/my/schedule/book">Book one now</a>
+                            </p>
+                        </t>
+                    </div>
+                </div>
+            </div>
+
+        </t>
+    </template>
+
+    <!-- ==================== BOOKING FORM ==================== -->
+
+    <template id="portal_schedule_book" name="Book Appointment">
+        <t t-call="portal.portal_layout">
+            <t t-set="breadcrumbs_searchbar" t-value="True"/>
+
+            <div class="container py-4" style="max-width: 800px;">
+                <!-- Error Messages -->
+                <t t-if="error">
+                    <div class="alert alert-danger alert-dismissible fade show" role="alert">
+                        <i class="fa fa-exclamation-circle me-2"/><t t-out="error"/>
+                        <button type="button" class="btn-close" data-bs-dismiss="alert"/>
+                    </div>
+                </t>
+
+                <!-- Header -->
+                <div class="mb-4">
+                    <a href="/my/schedule" class="text-muted text-decoration-none mb-2 d-inline-block">
+                        <i class="fa fa-arrow-left me-1"/> Back to Schedule
+                    </a>
+                    <h3 class="mb-1"><i class="fa fa-plus-circle me-2"/>Book Appointment</h3>
+                    <p class="text-muted mb-0">Select a time slot and enter client details</p>
+                </div>
+
+                <form action="/my/schedule/book/submit" method="post" id="bookingForm">
+                    <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
+
+                    <!-- Step 1: Appointment Type + Date/Time -->
+                    <div class="card border-0 shadow-sm mb-4" style="border-radius: 12px;">
+                        <div class="card-header bg-white border-bottom pt-3 pb-2 px-4"
+                             style="border-radius: 12px 12px 0 0;">
+                            <h5 class="mb-0">
+                                <span class="badge rounded-pill me-2"
+                                      t-attf-style="background: #{portal_gradient};">1</span>
+                                Date &amp; Time
+                            </h5>
+                        </div>
+                        <div class="card-body px-4 pb-4">
+                            <!-- Appointment Type (if multiple) -->
+                            <t t-if="len(appointment_types) > 1">
+                                <div class="mb-3">
+                                    <label class="form-label fw-semibold">Appointment Type</label>
+                                    <select name="appointment_type_id" class="form-select"
+                                            id="appointmentTypeSelect">
+                                        <t t-foreach="appointment_types" t-as="atype">
+                                            <option t-att-value="atype.id"
+                                                    t-att-selected="atype.id == selected_type.id"
+                                                    t-att-data-duration="atype.appointment_duration">
+                                                <t t-out="atype.name"/>
+                                                (<t t-out="'%.0f' % (atype.appointment_duration * 60)"/> min)
+                                            </option>
+                                        </t>
+                                    </select>
+                                </div>
+                            </t>
+                            <t t-else="">
+                                <input type="hidden" name="appointment_type_id"
+                                       t-att-value="selected_type.id"/>
+                            </t>
+
+                            <!-- Date Picker -->
+                            <div class="mb-3">
+                                <label class="form-label fw-semibold">Select Date</label>
+                                <input type="date" class="form-control" id="bookingDate"
+                                       required="required"
+                                       t-att-min="now.strftime('%Y-%m-%d')"/>
+                            </div>
+
+                            <!-- Week Calendar Preview -->
+                            <div id="weekCalendarContainer" class="mb-3" style="display: none;">
+                                <label class="form-label fw-semibold">
+                                    <i class="fa fa-calendar me-1"/>Your Week
+                                </label>
+                                <div id="weekCalendarLoading" class="text-center py-3" style="display: none;">
+                                    <div class="spinner-border spinner-border-sm text-primary me-2" role="status"/>
+                                    Loading calendar...
+                                </div>
+                                <div id="weekCalendarGrid" class="border rounded-3 overflow-hidden" style="display: none;">
+                                    <div id="weekCalendarHeader" class="d-flex bg-light border-bottom" style="min-height: 40px;"></div>
+                                    <div id="weekCalendarBody" class="d-flex" style="min-height: 80px;"></div>
+                                </div>
+                                <div id="weekCalendarEmpty" class="text-muted py-2 text-center" style="display: none;">
+                                    <i class="fa fa-calendar-o me-1"/> No events this week -- your schedule is open.
+                                </div>
+                            </div>
+
+                            <!-- Available Slots -->
+                            <div id="slotsContainer" style="display: none;">
+                                <label class="form-label fw-semibold">Available Time Slots</label>
+                                <div id="slotsLoading" class="text-center py-3" style="display: none;">
+                                    <div class="spinner-border spinner-border-sm text-primary me-2" role="status"/>
+                                    Loading available slots...
+                                </div>
+                                <div id="slotsGrid" class="d-flex flex-wrap gap-2 mb-2"></div>
+                                <div id="noSlots" class="text-muted py-2" style="display: none;">
+                                    <i class="fa fa-info-circle me-1"/> No available slots for this date.
+                                    Try another date.
+                                </div>
+                                <input type="hidden" name="slot_datetime" id="slotDatetime"/>
+                                <input type="hidden" name="slot_duration" id="slotDuration"
+                                       t-att-value="selected_type.appointment_duration"/>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- Step 2: Client Details -->
+                    <div class="card border-0 shadow-sm mb-4" style="border-radius: 12px;">
+                        <div class="card-header bg-white border-bottom pt-3 pb-2 px-4"
+                             style="border-radius: 12px 12px 0 0;">
+                            <h5 class="mb-0">
+                                <span class="badge rounded-pill me-2"
+                                      t-attf-style="background: #{portal_gradient};">2</span>
+                                Client Details
+                            </h5>
+                        </div>
+                        <div class="card-body px-4 pb-4">
+                            <div class="mb-3">
+                                <label class="form-label fw-semibold">Client Name <span class="text-danger">*</span></label>
+                                <input type="text" name="client_name" class="form-control"
+                                       placeholder="Enter client's full name" required="required"/>
+                            </div>
+
+                            <div class="mb-3">
+                                <label class="form-label fw-semibold">Address</label>
+                                <input type="text" name="client_street" class="form-control mb-2"
+                                       id="clientStreet"
+                                       placeholder="Start typing address..."/>
+                            </div>
+
+                            <div class="row g-2 mb-3">
+                                <div class="col-md-4">
+                                    <input type="text" name="client_city" class="form-control"
+                                           id="clientCity" placeholder="City"/>
+                                </div>
+                                <div class="col-md-4">
+                                    <input type="text" name="client_province" class="form-control"
+                                           id="clientProvince" placeholder="Province"/>
+                                </div>
+                                <div class="col-md-4">
+                                    <input type="text" name="client_postal" class="form-control"
+                                           id="clientPostal" placeholder="Postal Code"/>
+                                </div>
+                            </div>
+
+                            <div class="mb-0">
+                                <label class="form-label fw-semibold">Notes</label>
+                                <textarea name="notes" class="form-control" rows="3"
+                                          placeholder="e.g. Equipment to bring, special instructions, reason for visit..."></textarea>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- Submit -->
+                    <div class="d-flex justify-content-between">
+                        <a href="/my/schedule" class="btn btn-outline-secondary">
+                            <i class="fa fa-arrow-left me-1"/> Cancel
+                        </a>
+                        <button type="submit" class="btn btn-primary btn-lg px-4" id="btnSubmitBooking"
+                                disabled="disabled">
+                            <i class="fa fa-calendar-check-o me-1"/> Book Appointment
+                        </button>
+                    </div>
+                </form>
+            </div>
+
+            <!-- Google Maps Places API -->
+            <t t-if="google_maps_api_key">
+                <script t-attf-src="https://maps.googleapis.com/maps/api/js?key=#{google_maps_api_key}&amp;libraries=places&amp;callback=initScheduleAddressAutocomplete"
+                        async="async" defer="defer"></script>
+            </t>
+            <script t-attf-src="/fusion_authorizer_portal/static/src/js/portal_schedule_booking.js"></script>
+        </t>
+    </template>
+
+</odoo>

fusion_authorizer_portal/views/portal_technician_templates.xml

@@ -18,6 +18,41 @@
                     </ol>
                 </nav>
 
+                <!-- Clock In/Out -->
+                <t t-if="clock_enabled">
+                    <div class="tech-clock-card mb-3"
+                         id="techClockCard"
+                         t-att-data-checked-in="'true' if clock_checked_in else 'false'"
+                         t-att-data-check-in-time="clock_check_in_time or ''">
+                        <div class="d-flex align-items-center justify-content-between">
+                            <div class="d-flex align-items-center gap-2">
+                                <div class="tech-clock-dot" t-att-class="'tech-clock-dot--active' if clock_checked_in else ''"/>
+                                <div>
+                                    <div class="tech-clock-status" id="clockStatusText">
+                                        <t t-if="clock_checked_in">Clocked In</t>
+                                        <t t-else="">Not Clocked In</t>
+                                    </div>
+                                    <div class="tech-clock-timer" id="clockTimer">00:00:00</div>
+                                </div>
+                            </div>
+                            <button class="tech-clock-btn" id="clockActionBtn"
+                                    t-att-class="'tech-clock-btn--out' if clock_checked_in else 'tech-clock-btn--in'"
+                                    onclick="handleClockAction()">
+                                <t t-if="clock_checked_in">
+                                    <i class="fa fa-stop-circle-o"/> Clock Out
+                                </t>
+                                <t t-else="">
+                                    <i class="fa fa-play-circle-o"/> Clock In
+                                </t>
+                            </button>
+                        </div>
+                        <div class="tech-clock-error" id="clockError" style="display:none;">
+                            <i class="fa fa-exclamation-triangle"/>
+                            <span id="clockErrorText"/>
+                        </div>
+                    </div>
+                </t>
+
                 <!-- Quick Stats Bar -->
                 <div class="tech-stats-bar mb-4">
                     <div class="tech-stat-card tech-stat-total">
@@ -32,10 +67,6 @@
                         <div class="stat-number"><t t-out="completed_today"/></div>
                         <div class="stat-label">Done</div>
                     </div>
-                    <div class="tech-stat-card tech-stat-travel">
-                        <div class="stat-number"><t t-out="total_travel"/></div>
-                        <div class="stat-label">Travel min</div>
-                    </div>
                 </div>
 
                 <!-- Current / Next Task Hero Card -->
@@ -55,21 +86,24 @@
                                 </div>
                                 <span class="text-muted"><t t-out="current_task.time_start_display"/> - <t t-out="current_task.time_end_display"/></span>
                             </div>
-                            <p class="mb-1"><i class="fa fa-user me-1 text-muted"/><t t-out="current_task.partner_id.name or 'N/A'"/></p>
+                            <p class="mb-1"><i class="fa fa-user me-1 text-muted"/><t t-out="current_task.client_display_name or 'N/A'"/></p>
                             <p class="mb-2 text-muted"><i class="fa fa-map-marker me-1"/><t t-out="current_task.address_display or 'No address'"/></p>
                             <t t-if="current_task.description">
                                 <p class="mb-2 small"><t t-out="current_task.description"/></p>
                             </t>
                             <div class="d-flex gap-2 flex-wrap mt-3">
-                                <a t-if="current_task.get_google_maps_url()" t-att-href="current_task.get_google_maps_url()"
+                                <a t-if="current_task.get_google_maps_url()"
-                                   class="tech-action-btn tech-btn-navigate" target="_blank">
+                                   href="#" class="tech-action-btn tech-btn-navigate"
+                                   t-att-data-nav-url="current_task.get_google_maps_url()"
+                                   t-att-data-nav-addr="current_task.address_display or ''"
+                                   onclick="openGoogleMapsNav(this); return false;">
                                     <i class="fa fa-location-arrow"/>Navigate
                                 </a>
                                 <a t-attf-href="/my/technician/task/#{current_task.id}"
                                    class="tech-action-btn tech-btn-complete">
                                     <i class="fa fa-check"/>Complete
                                 </a>
-                                <a t-if="current_task.partner_phone" t-attf-href="tel:#{current_task.partner_phone}"
+                                <a t-if="current_task.client_display_phone" t-attf-href="tel:#{current_task.client_display_phone}"
                                    class="tech-action-btn tech-btn-call">
                                     <i class="fa fa-phone"/>Call
                                 </a>
@@ -94,7 +128,7 @@
                                     <span class="ms-2 fw-bold"><t t-out="next_task.name"/></span>
                                 </div>
                             </div>
-                            <p class="mb-1"><i class="fa fa-user me-1 text-muted"/><t t-out="next_task.partner_id.name or 'N/A'"/></p>
+                            <p class="mb-1"><i class="fa fa-user me-1 text-muted"/><t t-out="next_task.client_display_name or 'N/A'"/></p>
                             <p class="mb-1 text-muted"><i class="fa fa-map-marker me-1"/><t t-out="next_task.address_display or 'No address'"/></p>
                             <t t-if="next_task.travel_time_minutes">
                                 <p class="mb-2 small text-purple"><i class="fa fa-car me-1"/><t t-out="next_task.travel_time_minutes"/> min drive
@@ -102,8 +136,11 @@
                                 </p>
                             </t>
                             <div class="d-flex gap-2 flex-wrap mt-3">
-                                <a t-if="next_task.get_google_maps_url()" t-att-href="next_task.get_google_maps_url()"
+                                <a t-if="next_task.get_google_maps_url()"
-                                   class="tech-action-btn tech-btn-navigate" target="_blank">
+                                   href="#" class="tech-action-btn tech-btn-navigate"
+                                   t-att-data-nav-url="next_task.get_google_maps_url()"
+                                   t-att-data-nav-addr="next_task.address_display or ''"
+                                   onclick="openGoogleMapsNav(this); return false;">
                                     <i class="fa fa-location-arrow"/>Navigate
                                 </a>
                                 <button class="tech-action-btn tech-btn-enroute"
@@ -155,7 +192,7 @@
                                         <span t-attf-class="tech-badge tech-badge-#{task.task_type} me-1">
                                             <t t-out="dict(task._fields['task_type'].selection).get(task.task_type, '')"/>
                                         </span>
-                                        <t t-out="task.partner_id.name or task.name"/>
+                                        <t t-out="task.client_display_name or task.name"/>
                                     </div>
                                     <div class="tech-timeline-meta">
                                         <i class="fa fa-map-marker me-1"/><t t-out="task.address_city or 'No address'"/>
@@ -170,25 +207,22 @@
                 </t>
 
                 <!-- Quick Links -->
-                <div class="row g-2 mb-4">
+                <div class="tech-quick-links mb-4">
-                    <div class="col-4">
+                    <a href="/my/technician/tasks" class="tech-quick-link tech-quick-link-primary">
-                        <a href="/my/technician/tasks" class="btn btn-outline-primary w-100 py-3">
+                        <i class="fa fa-list"/>
-                            <i class="fa fa-list me-1"/>All Tasks
+                        <span>All Tasks</span>
-                        </a>
+                    </a>
-                    </div>
+                    <a href="/my/technician/tomorrow" class="tech-quick-link tech-quick-link-secondary">
-                    <div class="col-4">
+                        <i class="fa fa-calendar"/>
-                        <a href="/my/technician/tomorrow" class="btn btn-outline-secondary w-100 py-3">
+                        <span>Tomorrow</span>
-                            <i class="fa fa-calendar me-1"/>Tomorrow
+                        <t t-if="tomorrow_count">
-                            <t t-if="tomorrow_count">
+                            <span class="tech-quick-link-badge"><t t-out="tomorrow_count"/></span>
-                                <span class="badge bg-primary ms-1"><t t-out="tomorrow_count"/></span>
+                        </t>
-                            </t>
+                    </a>
-                        </a>
+                    <a href="/repair-form" class="tech-quick-link tech-quick-link-warning">
-                    </div>
+                        <i class="fa fa-wrench"/>
-                    <div class="col-4">
+                        <span>Repair Form</span>
-                        <a href="/repair-form" class="btn btn-outline-warning w-100 py-3">
+                    </a>
-                            <i class="fa fa-wrench me-1"/>Repair Form
-                        </a>
-                    </div>
                 </div>
 
                 <!-- My Start Location -->
@@ -221,30 +255,146 @@
                 </div>
             </div>
 
+            <!-- Clock In/Out JS -->
+            <script type="text/javascript">
+                (function() {
+                    var card = document.getElementById('techClockCard');
+                    if (!card) return;
+
+                    var isCheckedIn = card.dataset.checkedIn === 'true';
+                    var checkInTime = card.dataset.checkInTime ? new Date(card.dataset.checkInTime + 'Z') : null;
+                    var timerInterval = null;
+
+                    function updateTimer() {
+                        if (!checkInTime) return;
+                        var diff = Math.max(0, Math.floor((new Date() - checkInTime) / 1000));
+                        var h = Math.floor(diff / 3600);
+                        var m = Math.floor((diff % 3600) / 60);
+                        var s = diff % 60;
+                        var pad = function(n) { return n &lt; 10 ? '0' + n : '' + n; };
+                        document.getElementById('clockTimer').textContent = pad(h) + ':' + pad(m) + ':' + pad(s);
+                    }
+
+                    function startTimer() {
+                        stopTimer();
+                        updateTimer();
+                        timerInterval = setInterval(updateTimer, 1000);
+                    }
+
+                    function stopTimer() {
+                        if (timerInterval) { clearInterval(timerInterval); timerInterval = null; }
+                    }
+
+                    function applyState() {
+                        var dot = card.querySelector('.tech-clock-dot');
+                        var statusEl = document.getElementById('clockStatusText');
+                        var btn = document.getElementById('clockActionBtn');
+                        var timerEl = document.getElementById('clockTimer');
+
+                        if (dot) dot.className = 'tech-clock-dot' + (isCheckedIn ? ' tech-clock-dot--active' : '');
+                        if (statusEl) statusEl.textContent = isCheckedIn ? 'Clocked In' : 'Not Clocked In';
+                        if (btn) {
+                            btn.className = 'tech-clock-btn ' + (isCheckedIn ? 'tech-clock-btn--out' : 'tech-clock-btn--in');
+                            btn.innerHTML = isCheckedIn
+                                ? '&lt;i class="fa fa-stop-circle-o">&lt;/i> Clock Out'
+                                : '&lt;i class="fa fa-play-circle-o">&lt;/i> Clock In';
+                        }
+                        if (!isCheckedIn &amp;&amp; timerEl) timerEl.textContent = '00:00:00';
+                    }
+
+                    if (isCheckedIn &amp;&amp; checkInTime) startTimer();
+
+                    window.handleClockAction = function() {
+                        var btn = document.getElementById('clockActionBtn');
+                        var errEl = document.getElementById('clockError');
+                        var errText = document.getElementById('clockErrorText');
+                        btn.disabled = true;
+                        errEl.style.display = 'none';
+
+                        window.fusionGetLocation().then(function(coords) {
+                            fetch('/fusion_clock/clock_action', {
+                                method: 'POST',
+                                headers: {'Content-Type': 'application/json'},
+                                body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {
+                                    latitude: coords.latitude,
+                                    longitude: coords.longitude,
+                                    accuracy: coords.accuracy,
+                                    source: 'portal'
+                                }})
+                            })
+                            .then(function(r) { return r.json(); })
+                            .then(function(data) {
+                                var result = data.result || {};
+                                if (result.error) {
+                                    errText.textContent = result.error;
+                                    errEl.style.display = 'flex';
+                                    btn.disabled = false;
+                                    return;
+                                }
+                                if (result.action === 'clock_in') {
+                                    isCheckedIn = true;
+                                    checkInTime = new Date(result.check_in + 'Z');
+                                    startTimer();
+                                } else {
+                                    isCheckedIn = false;
+                                    checkInTime = null;
+                                    stopTimer();
+                                }
+                                applyState();
+                                btn.disabled = false;
+                            })
+                            .catch(function() {
+                                errText.textContent = 'Network error. Please try again.';
+                                errEl.style.display = 'flex';
+                                btn.disabled = false;
+                            });
+                        }).catch(function() {
+                            errText.textContent = 'Location access is required for clock in/out.';
+                            errEl.style.display = 'flex';
+                            btn.disabled = false;
+                        });
+                    };
+                })();
+            </script>
+
             <!-- Inline JS for task actions -->
             <script type="text/javascript">
                 function techTaskAction(btn, action) {
                     var taskId = btn.dataset.taskId;
+                    var origHtml = btn.innerHTML;
                     btn.disabled = true;
-                    btn.innerHTML = '<i class="fa fa-spinner fa-spin"></i> ...';
+                    btn.innerHTML = '<i class="fa fa-spinner fa-spin"></i> Getting location...';
-                    fetch('/my/technician/task/' + taskId + '/action', {
+                    window.fusionGetLocation().then(function(coords) {
-                        method: 'POST',
+                        btn.innerHTML = '<i class="fa fa-spinner fa-spin"></i> ...';
-                        headers: {'Content-Type': 'application/json'},
+                        fetch('/my/technician/task/' + taskId + '/action', {
-                        body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {action: action}})
+                            method: 'POST',
-                    })
+                            headers: {'Content-Type': 'application/json'},
-                    .then(function(r) { return r.json(); })
+                            body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {
-                    .then(function(data) {
+                                action: action,
-                        if (data.result &amp;&amp; data.result.success) {
+                                latitude: coords.latitude,
-                            window.location.reload();
+                                longitude: coords.longitude,
-                        } else {
+                                accuracy: coords.accuracy
-                            alert(data.result ? data.result.error : 'Error');
+                            }})
+                        })
+                        .then(function(r) { return r.json(); })
+                        .then(function(data) {
+                            if (data.result &amp;&amp; data.result.success) {
+                                window.location.reload();
+                            } else {
+                                alert(data.result ? data.result.error : 'Error');
+                                btn.disabled = false;
+                                btn.innerHTML = origHtml;
+                            }
+                        })
+                        .catch(function() {
+                            alert('Network error. Please try again.');
                             btn.disabled = false;
-                            btn.innerHTML = '<i class="fa fa-road"></i> En Route';
+                            btn.innerHTML = origHtml;
-                        }
+                        });
-                    })
+                    }).catch(function() {
-                    .catch(function() {
+                        alert('Location access is required. Please enable GPS and try again.');
                         btn.disabled = false;
-                        btn.innerHTML = '<i class="fa fa-road"></i> En Route';
+                        btn.innerHTML = origHtml;
                     });
                 }
 
@@ -375,7 +525,7 @@
                                 <span class="ms-1"><t t-out="task.time_start_display"/></span>
                             </span>
                             <span>
-                                <i class="fa fa-user me-1"/><t t-out="task.partner_id.name or '-'"/>
+                                <i class="fa fa-user me-1"/><t t-out="task.client_display_name or '-'"/>
                             </span>
                         </div>
                         <div class="text-muted small mt-1">
@@ -462,19 +612,22 @@
                 <!-- ===== QUICK ACTIONS ROW ===== -->
                 <div class="tech-quick-actions mb-3">
                     <t t-if="task.get_google_maps_url()">
-                        <a t-att-href="task.get_google_maps_url()" class="tech-quick-btn" target="_blank">
+                        <a href="#" class="tech-quick-btn"
+                           t-att-data-nav-url="task.get_google_maps_url()"
+                           t-att-data-nav-addr="task.address_display or ''"
+                           onclick="openGoogleMapsNav(this); return false;">
                             <i class="fa fa-location-arrow"/>
                             <span>Navigate</span>
                         </a>
                     </t>
-                    <t t-if="task.partner_phone">
+                    <t t-if="task.client_display_phone">
-                        <a t-attf-href="tel:#{task.partner_phone}" class="tech-quick-btn">
+                        <a t-attf-href="tel:#{task.client_display_phone}" class="tech-quick-btn">
                             <i class="fa fa-phone"/>
                             <span>Call</span>
                         </a>
                     </t>
-                    <t t-if="task.partner_phone">
+                    <t t-if="task.client_display_phone">
-                        <a t-attf-href="sms:#{task.partner_phone}" class="tech-quick-btn">
+                        <a t-attf-href="sms:#{task.client_display_phone}" class="tech-quick-btn">
                             <i class="fa fa-comment"/>
                             <span>Text</span>
                         </a>
@@ -512,10 +665,10 @@
                             <i class="fa fa-user"/>
                         </div>
                         <div class="flex-grow-1">
-                            <div class="fw-semibold"><t t-out="task.partner_id.name or 'No client'"/></div>
+                            <div class="fw-semibold"><t t-out="task.client_display_name or 'No client'"/></div>
-                            <t t-if="task.partner_phone">
+                            <t t-if="task.client_display_phone">
-                                <a t-attf-href="tel:#{task.partner_phone}" class="text-muted small text-decoration-none">
+                                <a t-attf-href="tel:#{task.client_display_phone}" class="text-muted small text-decoration-none">
-                                    <i class="fa fa-phone me-1"/><t t-out="task.partner_phone"/>
+                                    <i class="fa fa-phone me-1"/><t t-out="task.client_display_phone"/>
                                 </a>
                             </t>
                         </div>
@@ -565,8 +718,8 @@
                     </div>
                 </t>
 
-                <!-- ===== POD (if required and linked to a sale order) ===== -->
+                <!-- ===== POD (if required) ===== -->
-                <t t-if="task.pod_required and task.sale_order_id">
+                <t t-if="task.pod_required">
                     <div class="tech-card mb-3">
                         <div class="d-flex align-items-center">
                             <div class="tech-card-icon bg-warning-subtle text-warning">
@@ -574,14 +727,16 @@
                             </div>
                             <div class="flex-grow-1">
                                 <div class="fw-semibold">Proof of Delivery</div>
-                                <t t-if="task.sale_order_id.x_fc_pod_signature">
+                                <t t-set="has_task_pod" t-value="bool(task.pod_signature)"/>
+                                <t t-set="has_order_pod" t-value="bool(task.sale_order_id and task.sale_order_id.x_fc_pod_signature)"/>
+                                <t t-if="has_task_pod or has_order_pod">
                                     <span class="text-success small d-block"><i class="fa fa-check me-1"/>Signature collected</span>
-                                    <a t-attf-href="/my/pod/#{task.sale_order_id.id}" class="btn btn-sm btn-outline-warning mt-1">
+                                    <a t-attf-href="/my/technician/task/#{task.id}/pod" class="btn btn-sm btn-outline-warning mt-1">
                                         <i class="fa fa-refresh me-1"/>Re-collect Signature
                                     </a>
                                 </t>
                                 <t t-else="">
-                                    <a t-attf-href="/my/pod/#{task.sale_order_id.id}" class="btn btn-sm btn-warning mt-1">
+                                    <a t-attf-href="/my/technician/task/#{task.id}/pod" class="btn btn-sm btn-warning mt-1">
                                         <i class="fa fa-pencil me-1"/>Collect Signature
                                     </a>
                                 </t>
@@ -693,10 +848,18 @@
                                 t-att-data-task-id="task.id">
                             <i class="fa fa-play"/>Start
                         </button>
+                        <button class="tech-action-btn tech-btn-complete"
+                                onclick="techCompleteTask(this)"
+                                t-att-data-task-id="task.id">
+                            <i class="fa fa-check-circle"/>Complete
+                        </button>
                     </t>
                     <t t-if="task.status == 'en_route'">
-                        <a t-if="task.get_google_maps_url()" t-att-href="task.get_google_maps_url()"
+                        <a t-if="task.get_google_maps_url()"
-                           class="tech-action-btn tech-btn-navigate" target="_blank">
+                           href="#" class="tech-action-btn tech-btn-navigate"
+                           t-att-data-nav-url="task.get_google_maps_url()"
+                           t-att-data-nav-addr="task.address_display or ''"
+                           onclick="openGoogleMapsNav(this); return false;">
                             <i class="fa fa-location-arrow"/>Navigate
                         </a>
                         <button class="tech-action-btn tech-btn-start"
@@ -704,6 +867,11 @@
                                 t-att-data-task-id="task.id">
                             <i class="fa fa-play"/>Start
                         </button>
+                        <button class="tech-action-btn tech-btn-complete"
+                                onclick="techCompleteTask(this)"
+                                t-att-data-task-id="task.id">
+                            <i class="fa fa-check-circle"/>Complete
+                        </button>
                     </t>
                     <t t-if="task.status == 'in_progress'">
                         <button class="tech-action-btn tech-btn-complete"
@@ -750,46 +918,78 @@
                 var recordingSeconds = 0;
 
                 function techTaskAction(btn, action) {
+                    var origHtml = btn.innerHTML;
                     btn.disabled = true;
-                    btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin">&lt;/i>';
+                    btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin">&lt;/i> Getting location...';
-                    fetch('/my/technician/task/' + taskId + '/action', {
+                    window.fusionGetLocation().then(function(coords) {
-                        method: 'POST',
+                        btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin">&lt;/i>';
-                        headers: {'Content-Type': 'application/json'},
+                        fetch('/my/technician/task/' + taskId + '/action', {
-                        body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {action: action}})
+                            method: 'POST',
-                    })
+                            headers: {'Content-Type': 'application/json'},
-                    .then(function(r) { return r.json(); })
+                            body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {
-                    .then(function(data) {
+                                action: action,
-                        if (data.result &amp;&amp; data.result.success) {
+                                latitude: coords.latitude,
-                            window.location.reload();
+                                longitude: coords.longitude,
-                        } else {
+                                accuracy: coords.accuracy
-                            alert(data.result ? data.result.error : 'Error');
+                            }})
+                        })
+                        .then(function(r) { return r.json(); })
+                        .then(function(data) {
+                            if (data.result &amp;&amp; data.result.success) {
+                                window.location.reload();
+                            } else {
+                                alert(data.result ? data.result.error : 'Error');
+                                btn.disabled = false;
+                                btn.innerHTML = origHtml;
+                            }
+                        })
+                        .catch(function() {
+                            alert('Network error. Please try again.');
                             btn.disabled = false;
-                        }
+                            btn.innerHTML = origHtml;
+                        });
+                    }).catch(function() {
+                        alert('Location access is required. Please enable GPS and try again.');
+                        btn.disabled = false;
+                        btn.innerHTML = origHtml;
                     });
                 }
 
                 function techCompleteTask(btn) {
+                    var origHtml = btn.innerHTML;
                     btn.disabled = true;
-                    btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin">&lt;/i> Completing...';
+                    btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin">&lt;/i> Getting location...';
-                    fetch('/my/technician/task/' + taskId + '/action', {
+                    window.fusionGetLocation().then(function(coords) {
-                        method: 'POST',
+                        btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin">&lt;/i> Completing...';
-                        headers: {'Content-Type': 'application/json'},
+                        fetch('/my/technician/task/' + taskId + '/action', {
-                        body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {action: 'complete'}})
+                            method: 'POST',
-                    })
+                            headers: {'Content-Type': 'application/json'},
-                    .then(function(r) { return r.json(); })
+                            body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {
-                    .then(function(data) {
+                                action: 'complete',
-                        if (data.result &amp;&amp; data.result.success) {
+                                latitude: coords.latitude,
-                            showCompletionOverlay(data.result);
+                                longitude: coords.longitude,
-                        } else {
+                                accuracy: coords.accuracy
-                            alert(data.result ? data.result.error : 'Error completing task');
+                            }})
+                        })
+                        .then(function(r) { return r.json(); })
+                        .then(function(data) {
+                            if (data.result &amp;&amp; data.result.success) {
+                                showCompletionOverlay(data.result);
+                            } else {
+                                alert(data.result ? data.result.error : 'Error completing task');
+                                btn.disabled = false;
+                                btn.innerHTML = origHtml;
+                            }
+                        })
+                        .catch(function(err) {
+                            alert('Network error. Please try again.');
                             btn.disabled = false;
-                            btn.innerHTML = '&lt;i class="fa fa-check-circle">&lt;/i> Complete Task';
+                            btn.innerHTML = origHtml;
-                        }
+                        });
-                    })
+                    }).catch(function() {
-                    .catch(function(err) {
+                        alert('Location access is required. Please enable GPS and try again.');
-                        alert('Network error. Please try again.');
                         btn.disabled = false;
-                        btn.innerHTML = '&lt;i class="fa fa-check-circle">&lt;/i> Complete Task';
+                        btn.innerHTML = origHtml;
                     });
                 }
 
@@ -1184,10 +1384,16 @@
                     btns.forEach(function(b){b.disabled = true;});
 
                     try {
+                        var coords = await window.fusionGetLocation();
                         var resp = await fetch('/my/technician/task/' + taskId + '/voice-complete', {
                             method: 'POST',
                             headers: {'Content-Type': 'application/json'},
-                            body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {transcription: text}})
+                            body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {
+                                transcription: text,
+                                latitude: coords.latitude,
+                                longitude: coords.longitude,
+                                accuracy: coords.accuracy
+                            }})
                         });
                         var data = await resp.json();
                         if (data.result &amp;&amp; data.result.success) {
@@ -1197,7 +1403,11 @@
                             btns.forEach(function(b){b.disabled = false;});
                         }
                     } catch (err) {
-                        alert('Error: ' + err.message);
+                        if (err instanceof GeolocationPositionError || err.code) {
+                            alert('Location access is required. Please enable GPS and try again.');
+                        } else {
+                            alert('Error: ' + err.message);
+                        }
                         btns.forEach(function(b){b.disabled = false;});
                     }
                 }
@@ -1271,15 +1481,15 @@
                                 </t>
                             </div>
                             <div class="mt-2">
-                                <strong><t t-out="task.partner_id.name or task.name"/></strong>
+                                <strong><t t-out="task.client_display_name or task.name"/></strong>
                             </div>
                             <div class="text-muted small">
                                 <i class="fa fa-map-marker me-1"/><t t-out="task.address_display or 'No address'"/>
                             </div>
-                            <t t-if="task.partner_phone">
+                            <t t-if="task.client_display_phone">
                                 <div class="small mt-1">
-                                    <a t-attf-href="tel:#{task.partner_phone}" class="text-decoration-none">
+                                    <a t-attf-href="tel:#{task.client_display_phone}" class="text-decoration-none">
-                                        <i class="fa fa-phone me-1"/><t t-out="task.partner_phone"/>
+                                        <i class="fa fa-phone me-1"/><t t-out="task.client_display_phone"/>
                                     </a>
                                 </div>
                             </t>
@@ -1353,7 +1563,7 @@
                                     <span t-attf-class="tech-badge tech-badge-#{task.task_type} me-1">
                                         <t t-out="dict(task._fields['task_type'].selection).get(task.task_type, '')"/>
                                     </span>
-                                    <t t-out="task.partner_id.name or task.name"/>
+                                    <t t-out="task.client_display_name or task.name"/>
                                 </div>
                                 <div class="tech-timeline-meta">
                                     <i class="fa fa-map-marker me-1"/><t t-out="task.address_city or 'No address'"/>
@@ -1384,7 +1594,7 @@
             <div class="container-fluid py-3">
                 <div class="d-flex justify-content-between align-items-center mb-3">
                     <h3><i class="fa fa-map-marker"/> Technician Locations</h3>
-                    <a href="/web#action=fusion_claims.action_technician_locations" class="btn btn-secondary btn-sm">
+                    <a href="/web#action=fusion_tasks.action_technician_locations" class="btn btn-secondary btn-sm">
                         <i class="fa fa-list"/> View History
                     </a>
                 </div>

fusion_authorizer_portal/views/portal_templates.xml

@@ -189,6 +189,89 @@
                         </div>
                     </t>
 
+                    <!-- My Schedule (All portal roles) -->
+                    <div class="col-md-6">
+                        <a href="/my/schedule" class="card h-100 border-0 shadow-sm text-decoration-none" style="border-radius: 12px; min-height: 100px;">
+                            <div class="card-body d-flex align-items-center p-4">
+                                <div class="me-3">
+                                    <div class="rounded-circle d-flex align-items-center justify-content-center" t-attf-style="width: 50px; height: 50px; background: {{fc_gradient}};">
+                                        <i class="fa fa-calendar-check-o fa-lg text-white"/>
+                                    </div>
+                                </div>
+                                <div>
+                                    <h5 class="mb-1 text-dark">My Schedule</h5>
+                                    <small class="text-muted">View and book appointments</small>
+                                </div>
+                            </div>
+                        </a>
+                    </div>
+
+                    <!-- Clock In/Out -->
+                    <t t-if="clock_enabled">
+                        <div class="col-md-6">
+                            <style>
+                                @keyframes hcPulseGreen {
+                                    0% { box-shadow: 0 0 0 0 rgba(16,185,129,0.5); }
+                                    70% { box-shadow: 0 0 0 14px rgba(16,185,129,0); }
+                                    100% { box-shadow: 0 0 0 0 rgba(16,185,129,0); }
+                                }
+                                @keyframes hcPulseRed {
+                                    0% { box-shadow: 0 0 0 0 rgba(239,68,68,0.5); }
+                                    70% { box-shadow: 0 0 0 14px rgba(239,68,68,0); }
+                                    100% { box-shadow: 0 0 0 0 rgba(239,68,68,0); }
+                                }
+                                .hc-btn-ring {
+                                    width: 56px; height: 56px; border-radius: 50%; border: none;
+                                    display: flex; align-items: center; justify-content: center;
+                                    flex-shrink: 0; pointer-events: none;
+                                }
+                                .hc-btn-ring--in {
+                                    background: #10b981;
+                                    animation: hcPulseGreen 2s ease-in-out infinite;
+                                }
+                                .hc-btn-ring--out {
+                                    background: #ef4444;
+                                    animation: hcPulseRed 2s ease-in-out infinite;
+                                }
+                                .hc-btn-ring i { color: #fff; font-size: 1.4rem; }
+                                .hc-btn-ring--in i { padding-left: 3px; }
+                                .hc-timer-badge {
+                                    display: inline-block; font-family: monospace; font-size: 0.75rem; font-weight: 700;
+                                    color: #10b981; background: rgba(16,185,129,0.1); border-radius: 20px;
+                                    padding: 2px 10px; letter-spacing: 0.05em;
+                                }
+                                .hc-clock-link { text-decoration: none; }
+                                .hc-clock-link:hover { text-decoration: none; }
+                                .hc-clock-link:hover .card { box-shadow: 0 4px 16px rgba(0,0,0,0.12) !important; }
+                                .hc-clock-link:active .hc-btn-ring { transform: scale(0.92); }
+                            </style>
+                            <a href="/my/clock" class="hc-clock-link"
+                               id="homeClockCard"
+                               t-att-data-checked-in="'true' if clock_checked_in else 'false'"
+                               t-att-data-check-in-time="clock_check_in_time or ''">
+                                <div class="card h-100 border-0 shadow-sm" style="border-radius: 12px; min-height: 100px;">
+                                    <div class="card-body d-flex align-items-center p-4">
+                                        <div class="me-3">
+                                            <div t-attf-class="hc-btn-ring #{clock_checked_in and 'hc-btn-ring--out' or 'hc-btn-ring--in'}">
+                                                <i t-attf-class="fa #{clock_checked_in and 'fa-stop' or 'fa-play'}"/>
+                                            </div>
+                                        </div>
+                                        <div style="min-width: 0;">
+                                            <h5 class="mb-0 text-dark" id="homeClockStatus">
+                                                <t t-if="clock_checked_in">Clocked In</t>
+                                                <t t-else="">Clock In</t>
+                                            </h5>
+                                            <div id="homeClockTimer">
+                                                <t t-if="clock_checked_in"><span class="hc-timer-badge">00:00:00</span></t>
+                                                <t t-else=""><small class="text-muted">Tap to start your shift</small></t>
+                                            </div>
+                                        </div>
+                                    </div>
+                                </div>
+                            </a>
+                        </div>
+                    </t>
+
                     <!-- Funding Claims (Clients/Authorizers) -->
                     <t t-if="request.env.user.partner_id.is_client_portal or request.env.user.partner_id.is_authorizer">
                         <div class="col-md-6">
@@ -251,6 +334,28 @@
                         </div>
                     </div>
                 </div>
+
+            <!-- Home Clock Timer (display only, links to /my/clock) -->
+            <script type="text/javascript">
+                (function() {
+                    var card = document.getElementById('homeClockCard');
+                    if (!card) return;
+                    var isCheckedIn = card.dataset.checkedIn === 'true';
+                    var checkInTime = card.dataset.checkInTime ? new Date(card.dataset.checkInTime + 'Z') : null;
+                    if (!isCheckedIn || !checkInTime) return;
+
+                    function pad(n) { return n &lt; 10 ? '0' + n : '' + n; }
+                    var badge = document.querySelector('#homeClockTimer .hc-timer-badge');
+                    if (!badge) return;
+
+                    function tick() {
+                        var diff = Math.max(0, Math.floor((new Date() - checkInTime) / 1000));
+                        badge.textContent = pad(Math.floor(diff / 3600)) + ':' + pad(Math.floor((diff % 3600) / 60)) + ':' + pad(diff % 60);
+                    }
+                    tick();
+                    setInterval(tick, 1000);
+                })();
+            </script>
             </t>
         </xpath>
     </template>
@@ -1087,6 +1192,41 @@
                     </div>
                 </div>
 
+                <!-- Clock In/Out -->
+                <t t-if="clock_enabled">
+                    <div class="tech-clock-card mb-3"
+                         id="techClockCard"
+                         t-att-data-checked-in="'true' if clock_checked_in else 'false'"
+                         t-att-data-check-in-time="clock_check_in_time or ''">
+                        <div class="d-flex align-items-center justify-content-between">
+                            <div class="d-flex align-items-center gap-2">
+                                <div class="tech-clock-dot" t-att-class="'tech-clock-dot--active' if clock_checked_in else ''"/>
+                                <div>
+                                    <div class="tech-clock-status" id="clockStatusText">
+                                        <t t-if="clock_checked_in">Clocked In</t>
+                                        <t t-else="">Not Clocked In</t>
+                                    </div>
+                                    <div class="tech-clock-timer" id="clockTimer">00:00:00</div>
+                                </div>
+                            </div>
+                            <button class="tech-clock-btn" id="clockActionBtn"
+                                    t-att-class="'tech-clock-btn--out' if clock_checked_in else 'tech-clock-btn--in'"
+                                    onclick="handleClockAction()">
+                                <t t-if="clock_checked_in">
+                                    <i class="fa fa-stop-circle-o"/> Clock Out
+                                </t>
+                                <t t-else="">
+                                    <i class="fa fa-play-circle-o"/> Clock In
+                                </t>
+                            </button>
+                        </div>
+                        <div class="tech-clock-error" id="clockError" style="display:none;">
+                            <i class="fa fa-exclamation-triangle"/>
+                            <span id="clockErrorText"/>
+                        </div>
+                    </div>
+                </t>
+
                 <!-- Stats Cards - 2x2 on mobile, 4 columns on desktop -->
                 <div class="row mb-3 g-2">
                     <div class="col-6 col-md-3">
@@ -1377,6 +1517,113 @@
             <!-- Include loaner modals -->
             <t t-call="fusion_authorizer_portal.loaner_checkout_modal"/>
             <t t-call="fusion_authorizer_portal.loaner_return_modal"/>
+
+            <!-- Clock In/Out JS -->
+            <script type="text/javascript">
+                (function() {
+                    var card = document.getElementById('techClockCard');
+                    if (!card) return;
+
+                    var isCheckedIn = card.dataset.checkedIn === 'true';
+                    var checkInTime = card.dataset.checkInTime ? new Date(card.dataset.checkInTime + 'Z') : null;
+                    var timerInterval = null;
+
+                    function updateTimer() {
+                        if (!checkInTime) return;
+                        var diff = Math.max(0, Math.floor((new Date() - checkInTime) / 1000));
+                        var h = Math.floor(diff / 3600);
+                        var m = Math.floor((diff % 3600) / 60);
+                        var s = diff % 60;
+                        var pad = function(n) { return n &lt; 10 ? '0' + n : '' + n; };
+                        document.getElementById('clockTimer').textContent = pad(h) + ':' + pad(m) + ':' + pad(s);
+                    }
+
+                    function startTimer() { stopTimer(); updateTimer(); timerInterval = setInterval(updateTimer, 1000); }
+                    function stopTimer() { if (timerInterval) { clearInterval(timerInterval); timerInterval = null; } }
+
+                    function applyState() {
+                        var dot = card.querySelector('.tech-clock-dot');
+                        var statusEl = document.getElementById('clockStatusText');
+                        var btn = document.getElementById('clockActionBtn');
+                        var timerEl = document.getElementById('clockTimer');
+                        if (dot) dot.className = 'tech-clock-dot' + (isCheckedIn ? ' tech-clock-dot--active' : '');
+                        if (statusEl) statusEl.textContent = isCheckedIn ? 'Clocked In' : 'Not Clocked In';
+                        if (btn) {
+                            btn.className = 'tech-clock-btn ' + (isCheckedIn ? 'tech-clock-btn--out' : 'tech-clock-btn--in');
+                            btn.innerHTML = isCheckedIn
+                                ? '&lt;i class="fa fa-stop-circle-o">&lt;/i> Clock Out'
+                                : '&lt;i class="fa fa-play-circle-o">&lt;/i> Clock In';
+                        }
+                        if (!isCheckedIn &amp;&amp; timerEl) timerEl.textContent = '00:00:00';
+                    }
+
+                    if (isCheckedIn &amp;&amp; checkInTime) startTimer();
+
+                    window.handleClockAction = function() {
+                        var btn = document.getElementById('clockActionBtn');
+                        var errEl = document.getElementById('clockError');
+                        var errText = document.getElementById('clockErrorText');
+                        btn.disabled = true;
+                        errEl.style.display = 'none';
+
+                        function doClockAction(lat, lng, acc) {
+                            fetch('/fusion_clock/clock_action', {
+                                method: 'POST',
+                                headers: {'Content-Type': 'application/json'},
+                                body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {
+                                    latitude: lat, longitude: lng, accuracy: acc, source: 'portal'
+                                }})
+                            })
+                            .then(function(r) { return r.json(); })
+                            .then(function(data) {
+                                var result = data.result || {};
+                                if (result.error) {
+                                    errText.textContent = result.error;
+                                    errEl.style.display = 'flex';
+                                    btn.disabled = false;
+                                    return;
+                                }
+                                if (result.action === 'clock_in') {
+                                    isCheckedIn = true;
+                                    checkInTime = new Date(result.check_in + 'Z');
+                                    startTimer();
+                                } else {
+                                    isCheckedIn = false;
+                                    checkInTime = null;
+                                    stopTimer();
+                                }
+                                applyState();
+                                btn.disabled = false;
+                            })
+                            .catch(function() {
+                                errText.textContent = 'Network error. Please try again.';
+                                errEl.style.display = 'flex';
+                                btn.disabled = false;
+                            });
+                        }
+
+                        if (window.fusionGetLocation) {
+                            window.fusionGetLocation().then(function(coords) {
+                                doClockAction(coords.latitude, coords.longitude, coords.accuracy);
+                            }).catch(function() {
+                                errText.textContent = 'Location access is required for clock in/out.';
+                                errEl.style.display = 'flex';
+                                btn.disabled = false;
+                            });
+                        } else if (navigator.geolocation) {
+                            navigator.geolocation.getCurrentPosition(function(pos) {
+                                doClockAction(pos.coords.latitude, pos.coords.longitude, pos.coords.accuracy);
+                            }, function() {
+                                errText.textContent = 'Location access is required for clock in/out.';
+                                errEl.style.display = 'flex';
+                                btn.disabled = false;
+                            }, {enableHighAccuracy: true, timeout: 15000});
+                        } else {
+                            doClockAction(0, 0, 0);
+                        }
+                    };
+                })();
+            </script>
         </t>
     </template>
 
@@ -3699,4 +3946,232 @@
         </t>
     </template>
 
+    <!-- ============================================================ -->
+    <!-- TASK-LEVEL POD SIGNATURE (works for shadow + regular tasks)  -->
+    <!-- ============================================================ -->
+    <template id="portal_task_pod_signature" name="Task POD Signature Capture">
+        <t t-call="portal.portal_layout">
+            <t t-set="breadcrumbs_searchbar" t-value="False"/>
+            <t t-set="no_breadcrumbs" t-value="True"/>
+
+            <div class="container mt-3">
+                <nav aria-label="breadcrumb">
+                    <ol class="breadcrumb mb-0">
+                        <li class="breadcrumb-item"><a href="/my/home">Home</a></li>
+                        <li class="breadcrumb-item"><a href="/my/technician">Dashboard</a></li>
+                        <li class="breadcrumb-item"><a href="/my/technician/tasks">Tasks</a></li>
+                        <li class="breadcrumb-item"><a t-attf-href="/my/technician/task/#{task.id}"><t t-out="task.name"/></a></li>
+                        <li class="breadcrumb-item active" aria-current="page">Collect POD Signature</li>
+                    </ol>
+                </nav>
+            </div>
+
+            <div class="container py-4">
+                <div class="row mb-4">
+                    <div class="col-12">
+                        <h2>
+                            <i class="fa fa-pencil-square-o me-2"/>
+                            Proof of Delivery - <t t-out="task.name"/>
+                        </h2>
+                    </div>
+                </div>
+
+                <div class="row">
+                    <div class="col-lg-7">
+                        <div class="card mb-4">
+                            <div class="card-header bg-primary text-white">
+                                <h5 class="mb-0"><i class="fa fa-truck me-2"/>Delivery Summary</h5>
+                            </div>
+                            <div class="card-body">
+                                <div class="row">
+                                    <div class="col-md-6">
+                                        <p><strong>Client:</strong> <t t-out="task.client_display_name or 'N/A'"/></p>
+                                        <p><strong>Task:</strong> <t t-out="task.name"/></p>
+                                        <p><strong>Type:</strong>
+                                            <t t-out="dict(task._fields['task_type'].selection).get(task.task_type, '')"/>
+                                        </p>
+                                    </div>
+                                    <div class="col-md-6">
+                                        <p><strong>Delivery Address:</strong></p>
+                                        <p class="mb-0 text-muted">
+                                            <t t-out="task.address_display or 'No address'"/>
+                                        </p>
+                                        <t t-if="task.scheduled_date">
+                                            <p class="mt-2"><strong>Scheduled:</strong>
+                                                <t t-out="task.scheduled_date" t-options="{'widget': 'date'}"/>
+                                                <t t-out="task.time_start_display"/> - <t t-out="task.time_end_display"/>
+                                            </p>
+                                        </t>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <div class="col-lg-5">
+                        <div class="card" id="task-pod-signature-section">
+                            <div class="card-header bg-success text-white">
+                                <h5 class="mb-0"><i class="fa fa-pencil me-2"/>Client Signature</h5>
+                            </div>
+                            <div class="card-body">
+                                <t t-if="has_existing_signature">
+                                    <div class="alert alert-warning">
+                                        <i class="fa fa-exclamation-triangle me-2"/>
+                                        A signature has already been collected. Submitting a new one will replace it.
+                                    </div>
+                                </t>
+
+                                <form id="taskPodSignatureForm">
+                                    <div class="mb-3">
+                                        <label for="task_client_name" class="form-label">
+                                            Client Name <span class="text-danger">*</span>
+                                        </label>
+                                        <input type="text" class="form-control" id="task_client_name"
+                                               name="client_name" required=""
+                                               t-att-value="task.pod_client_name or task.client_display_name or ''"
+                                               placeholder="Enter the client's full name"/>
+                                    </div>
+
+                                    <div class="mb-3">
+                                        <label for="task_signature_date" class="form-label">Signature Date</label>
+                                        <input type="date" class="form-control" id="task_signature_date" name="signature_date"/>
+                                        <script>document.getElementById('task_signature_date').value = new Date().toISOString().slice(0,10);</script>
+                                    </div>
+
+                                    <div class="mb-3">
+                                        <label class="form-label">Signature <span class="text-danger">*</span></label>
+                                        <div class="border rounded p-2 bg-white">
+                                            <canvas id="task-signature-canvas"
+                                                    style="width:100%;height:200px;border:1px dashed #ccc;border-radius:4px;touch-action:none;">
+                                            </canvas>
+                                        </div>
+                                        <div class="d-flex justify-content-between mt-2">
+                                            <small class="text-muted">Draw signature above</small>
+                                            <button type="button" class="btn btn-sm btn-outline-secondary"
+                                                    onclick="clearTaskSignature()">
+                                                <i class="fa fa-eraser me-1"/>Clear
+                                            </button>
+                                        </div>
+                                    </div>
+
+                                    <div class="d-grid gap-2">
+                                        <button type="button" class="btn btn-success btn-lg"
+                                                onclick="submitTaskPODSignature()">
+                                            <i class="fa fa-check me-2"/>Submit Signature
+                                        </button>
+                                        <a t-attf-href="/my/technician/task/#{task.id}" class="btn btn-outline-secondary">Cancel</a>
+                                    </div>
+                                </form>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+            <style>
+                .tpod-overlay { display:none; position:fixed; top:0; left:0; width:100%; height:100%;
+                    background:rgba(0,0,0,0.65); backdrop-filter:blur(4px); -webkit-backdrop-filter:blur(4px);
+                    z-index:9999; align-items:center; justify-content:center; }
+                .tpod-overlay.show { display:flex; }
+                .tpod-overlay-card { background:#fff; border-radius:20px; padding:2.5rem 2rem;
+                    max-width:420px; width:90%; text-align:center; animation:tpodSlideUp 0.3s ease;
+                    box-shadow:0 8px 32px rgba(0,0,0,0.2); }
+                .tpod-overlay-icon { font-size:3.5rem; margin-bottom:1rem; }
+                @keyframes tpodSlideUp { from { opacity:0; transform:translateY(30px); } to { opacity:1; transform:translateY(0); } }
+            </style>
+            <div id="taskPodOverlay" class="tpod-overlay">
+                <div class="tpod-overlay-card">
+                    <div class="tpod-overlay-icon" id="tpodIcon"></div>
+                    <h4 id="tpodTitle" style="font-weight:700;"></h4>
+                    <p id="tpodMsg" style="color:#6c757d;margin-bottom:1.5rem;"></p>
+                    <div id="tpodActions"></div>
+                </div>
+            </div>
+
+            <script type="text/javascript">
+                var tCanvas, tCtx, tIsDrawing = false;
+
+                function showTaskPodOverlay(type, title, msg, url) {
+                    var ov = document.getElementById('taskPodOverlay');
+                    document.getElementById('tpodIcon').innerHTML = type === 'success'
+                        ? '&lt;i class="fa fa-check-circle text-success">&lt;/i>'
+                        : '&lt;i class="fa fa-exclamation-circle text-danger">&lt;/i>';
+                    document.getElementById('tpodTitle').textContent = title;
+                    document.getElementById('tpodTitle').className = type === 'success' ? 'text-success' : 'text-danger';
+                    document.getElementById('tpodMsg').textContent = msg;
+                    var acts = document.getElementById('tpodActions');
+                    if (type === 'success' &amp;&amp; url) {
+                        acts.innerHTML = '&lt;a href="' + url + '" class="btn btn-success w-100 rounded-pill mb-2">Continue&lt;/a>' +
+                            '&lt;p class="text-muted small mb-0">Redirecting in &lt;span id="tpodCD">3&lt;/span>s...&lt;/p>';
+                        ov.classList.add('show');
+                        var s = 3, t = setInterval(function() { s--; var c = document.getElementById('tpodCD');
+                            if (c) c.textContent = s; if (s &lt;= 0) { clearInterval(t); window.location.href = url; } }, 1000);
+                    } else {
+                        acts.innerHTML = '&lt;button class="btn btn-outline-secondary w-100 rounded-pill" onclick="document.getElementById(\'taskPodOverlay\').classList.remove(\'show\')">OK&lt;/button>';
+                        ov.classList.add('show');
+                    }
+                }
+
+                document.addEventListener('DOMContentLoaded', function() {
+                    tCanvas = document.getElementById('task-signature-canvas');
+                    if (!tCanvas) return;
+                    tCtx = tCanvas.getContext('2d');
+                    var r = tCanvas.getBoundingClientRect();
+                    tCanvas.width = r.width * 2; tCanvas.height = r.height * 2;
+                    tCtx.scale(2, 2); tCtx.lineCap = 'round'; tCtx.lineJoin = 'round';
+                    tCtx.lineWidth = 2; tCtx.strokeStyle = '#000';
+                    tCanvas.addEventListener('mousedown', tStart);
+                    tCanvas.addEventListener('mousemove', tDraw);
+                    tCanvas.addEventListener('mouseup', tStop);
+                    tCanvas.addEventListener('mouseout', tStop);
+                    tCanvas.addEventListener('touchstart', function(e) { e.preventDefault(); tStart(e); }, {passive:false});
+                    tCanvas.addEventListener('touchmove', function(e) { e.preventDefault(); tDraw(e); }, {passive:false});
+                    tCanvas.addEventListener('touchend', tStop);
+                    var sec = document.getElementById('task-pod-signature-section');
+                    if (sec) setTimeout(function() { sec.scrollIntoView({behavior:'smooth', block:'start'}); }, 300);
+                });
+
+                function tPos(e) {
+                    var r = tCanvas.getBoundingClientRect();
+                    if (e.touches) return { x: e.touches[0].clientX - r.left, y: e.touches[0].clientY - r.top };
+                    return { x: e.clientX - r.left, y: e.clientY - r.top };
+                }
+                function tStart(e) { tIsDrawing = true; var p = tPos(e); tCtx.beginPath(); tCtx.moveTo(p.x, p.y); }
+                function tDraw(e) { if (!tIsDrawing) return; var p = tPos(e); tCtx.lineTo(p.x, p.y); tCtx.stroke(); }
+                function tStop() { tIsDrawing = false; }
+                function clearTaskSignature() { if (tCtx) tCtx.clearRect(0, 0, tCanvas.width, tCanvas.height); }
+
+                function submitTaskPODSignature() {
+                    var name = document.getElementById('task_client_name').value.trim();
+                    var sigDate = document.getElementById('task_signature_date').value;
+                    if (!name) { showTaskPodOverlay('error', 'Missing Information', 'Please enter the client name.'); return; }
+                    var blank = document.createElement('canvas');
+                    blank.width = tCanvas.width; blank.height = tCanvas.height;
+                    if (tCanvas.toDataURL() === blank.toDataURL()) {
+                        showTaskPodOverlay('error', 'Missing Signature', 'Please draw a signature before submitting.'); return;
+                    }
+                    var sigData = tCanvas.toDataURL('image/png');
+                    var btn = document.querySelector('button[onclick="submitTaskPODSignature()"]');
+                    var orig = btn.innerHTML; btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin me-2">&lt;/i>Saving...'; btn.disabled = true;
+                    fetch('<t t-out="'/my/technician/task/' + str(task.id) + '/pod/sign'"/>', {
+                        method: 'POST', headers: {'Content-Type': 'application/json'},
+                        body: JSON.stringify({ jsonrpc:'2.0', method:'call',
+                            params: { client_name: name, signature_data: sigData, signature_date: sigDate || null },
+                            id: Math.floor(Math.random()*1000000) })
+                    }).then(function(r) { return r.json(); }).then(function(d) {
+                        if (d.result &amp;&amp; d.result.success) {
+                            showTaskPodOverlay('success', 'Signature Saved!', 'Proof of Delivery recorded.', d.result.redirect_url);
+                        } else {
+                            showTaskPodOverlay('error', 'Error', d.result?.error || 'Unknown error');
+                            btn.innerHTML = orig; btn.disabled = false;
+                        }
+                    }).catch(function() {
+                        showTaskPodOverlay('error', 'Connection Error', 'Please check your connection.');
+                        btn.innerHTML = orig; btn.disabled = false;
+                    });
+                }
+            </script>
+        </t>
+    </template>
+
 </odoo>

fusion_claims/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Claims',
-    'version': '19.0.7.0.0',
+    'version': '19.0.7.2.0',
     'category': 'Sales',
     'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
     'description': """
@@ -84,6 +84,7 @@
         'calendar',
         'ai',
         'fusion_ringcentral',
+        'fusion_tasks',
     ],
     'external_dependencies': {
         'python': ['pdf2image', 'PIL'],
@@ -127,47 +128,38 @@
         'wizard/odsp_submit_to_odsp_wizard_views.xml',
         'wizard/odsp_pre_approved_wizard_views.xml',
         'wizard/odsp_ready_delivery_wizard_views.xml',
-        'wizard/ltc_repair_create_so_wizard_views.xml',
+        'wizard/send_page11_wizard_views.xml',
         'views/res_partner_views.xml',
         'views/pdf_template_inherit_views.xml',
         'views/dashboard_views.xml',
         'views/client_profile_views.xml',
         'wizard/xml_import_wizard_views.xml',
-        'views/ltc_facility_views.xml',
-        'views/ltc_repair_views.xml',
-        'views/ltc_cleanup_views.xml',
-        'views/ltc_form_submission_views.xml',
         'views/adp_claims_views.xml',
         'views/submission_history_views.xml',
         'views/fusion_loaner_views.xml',
+        'views/page11_sign_request_views.xml',
         'views/technician_task_views.xml',
-        'views/task_sync_views.xml',
-        'views/technician_location_views.xml',
         'report/report_actions.xml',
         'report/report_templates.xml',
         'report/sale_report_portrait.xml',
         'report/sale_report_landscape.xml',
-        'report/sale_report_ltc_repair.xml',
         'report/invoice_report_portrait.xml',
         'report/invoice_report_landscape.xml',
         'report/report_proof_of_delivery.xml',
         'report/report_proof_of_delivery_standard.xml',
         'report/report_proof_of_pickup.xml',
-        'report/report_rental_agreement.xml',
+        
+        'report/report_approved_items.xml',
         'report/report_grab_bar_waiver.xml',
         'report/report_accessibility_contract.xml',
         'report/report_mod_quotation.xml',
         'report/report_mod_invoice.xml',
-        'data/ltc_data.xml',
-        'report/report_ltc_nursing_station.xml',
-        'data/ltc_report_data.xml',
         'data/mail_template_data.xml',
         'data/ai_agent_data.xml',
     ],
     'assets': {
         'web.assets_backend': [
             'fusion_claims/static/src/scss/fusion_claims.scss',
-            'fusion_claims/static/src/css/fusion_task_map_view.scss',
             'fusion_claims/static/src/js/chatter_resize.js',
             'fusion_claims/static/src/js/document_preview.js',
             'fusion_claims/static/src/js/preview_button_widget.js',
@@ -176,10 +168,9 @@
             'fusion_claims/static/src/js/tax_totals_patch.js',
             'fusion_claims/static/src/js/google_address_autocomplete.js',
             'fusion_claims/static/src/js/calendar_store_hours.js',
-            'fusion_claims/static/src/js/fusion_task_map_view.js',
             'fusion_claims/static/src/js/attachment_image_compress.js',
+            'fusion_claims/static/src/js/debug_required_fields.js',
             'fusion_claims/static/src/xml/document_preview.xml',
-            'fusion_claims/static/src/xml/fusion_task_map_view.xml',
         ],
     },
     'images': ['static/description/icon.png'],

fusion_claims/data/ir_actions_server_data.xml

@@ -1,30 +1,4 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
-    <!-- Server Action: Sync ADP Fields to Invoices -->
+    <data/>
-    <!-- This appears in the Action menu on Sale Orders -->
-    <record id="action_sync_adp_fields_server" model="ir.actions.server">
-        <field name="name">Sync to Invoices</field>
-        <field name="model_id" ref="sale.model_sale_order"/>
-        <field name="binding_model_id" ref="sale.model_sale_order"/>
-        <field name="binding_view_types">form,list</field>
-        <field name="state">code</field>
-        <field name="code">
-if records:
-    # Filter to only ADP sales
-    adp_records = records.filtered(lambda r: r.x_fc_is_adp_sale and r.state == 'sale')
-    if adp_records:
-        action = adp_records.action_sync_adp_fields()
-    else:
-        action = {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': 'No ADP Sales',
-                'message': 'Selected orders are not confirmed ADP sales.',
-                'type': 'warning',
-                'sticky': False,
-            }
-        }
-        </field>
-    </record>
 </odoo>

fusion_claims/data/ir_config_parameter_data.xml

@@ -45,26 +45,6 @@
             <field name="value">True</field>
         </record>
 
-        <!-- Technician / Field Service -->
-        <record id="config_store_open_hour" model="ir.config_parameter">
-            <field name="key">fusion_claims.store_open_hour</field>
-            <field name="value">9.0</field>
-        </record>
-        <record id="config_store_close_hour" model="ir.config_parameter">
-            <field name="key">fusion_claims.store_close_hour</field>
-            <field name="value">18.0</field>
-        </record>
-
-        <!-- Push Notifications -->
-        <record id="config_push_enabled" model="ir.config_parameter">
-            <field name="key">fusion_claims.push_enabled</field>
-            <field name="value">False</field>
-        </record>
-        <record id="config_push_advance_minutes" model="ir.config_parameter">
-            <field name="key">fusion_claims.push_advance_minutes</field>
-            <field name="value">30</field>
-        </record>
-
         <!-- Field Mappings (defaults for fresh installs) -->
         <record id="config_field_sale_type" model="ir.config_parameter">
             <field name="key">fusion_claims.field_sale_type</field>
@@ -147,17 +127,5 @@
             <field name="value">1-888-222-5099</field>
         </record>
 
-        <!-- Cross-instance task sync: unique ID for this Odoo instance -->
-        <record id="config_sync_instance_id" model="ir.config_parameter">
-            <field name="key">fusion_claims.sync_instance_id</field>
-            <field name="value"></field>
-        </record>
-
-        <!-- LTC Portal Form Password -->
-        <record id="config_ltc_form_password" model="ir.config_parameter">
-            <field name="key">fusion_claims.ltc_form_password</field>
-            <field name="value"></field>
-        </record>
-
     </data>
 </odoo>

fusion_claims/data/ir_cron_data.xml

@@ -6,16 +6,6 @@
 -->
 <odoo>
     <data>
-        <!-- Cron Job: Sync ADP Fields from Sale Orders to Invoices -->
-        <record id="ir_cron_sync_adp_fields" model="ir.cron">
-            <field name="name">Fusion Claims: Sync ADP Fields</field>
-            <field name="model_id" ref="sale.model_sale_order"/>
-            <field name="state">code</field>
-            <field name="code">model._cron_sync_adp_fields()</field>
-            <field name="interval_number">1</field>
-            <field name="interval_type">hours</field>
-        </record>
-
         <!-- Cron Job: Renew ADP Delivery Reminders -->
         <record id="ir_cron_renew_delivery_reminders" model="ir.cron">
             <field name="name">Fusion Claims: Renew Delivery Reminders</field>
@@ -134,50 +124,17 @@
             <field name="nextcall" eval="DateTime.now().replace(hour=10, minute=0, second=0)"/>
         </record>
 
-        <!-- Cron Job: Calculate Travel Times for Technician Tasks -->
+        <!-- Cron Job: Expire Old Page 11 Signing Requests -->
-        <record id="ir_cron_technician_travel_times" model="ir.cron">
+        <record id="ir_cron_expire_page11_requests" model="ir.cron">
-            <field name="name">Fusion Claims: Calculate Technician Travel Times</field>
+            <field name="name">Fusion Claims: Expire Page 11 Signing Requests</field>
-            <field name="model_id" ref="model_fusion_technician_task"/>
+            <field name="model_id" ref="model_fusion_page11_sign_request"/>
             <field name="state">code</field>
-            <field name="code">model._cron_calculate_travel_times()</field>
+            <field name="code">model._cron_expire_requests()</field>
             <field name="interval_number">1</field>
             <field name="interval_type">days</field>
             <field name="active">True</field>
-            <field name="nextcall" eval="DateTime.now().replace(hour=5, minute=0, second=0)"/>
+            <field name="nextcall" eval="DateTime.now().replace(hour=2, minute=0, second=0)"/>
         </record>
 
-        <!-- Cron Job: Send Push Notifications for Upcoming Tasks -->
-        <record id="ir_cron_technician_push_notifications" model="ir.cron">
-            <field name="name">Fusion Claims: Technician Push Notifications</field>
-            <field name="model_id" ref="model_fusion_technician_task"/>
-            <field name="state">code</field>
-            <field name="code">model._cron_send_push_notifications()</field>
-            <field name="interval_number">15</field>
-            <field name="interval_type">minutes</field>
-            <field name="active">True</field>
-        </record>
-
-        <!-- Cron Job: Pull Remote Technician Tasks (cross-instance sync) -->
-        <record id="ir_cron_task_sync_pull" model="ir.cron">
-            <field name="name">Fusion Claims: Sync Remote Tasks (Pull)</field>
-            <field name="model_id" ref="model_fusion_task_sync_config"/>
-            <field name="state">code</field>
-            <field name="code">model._cron_pull_remote_tasks()</field>
-            <field name="interval_number">5</field>
-            <field name="interval_type">minutes</field>
-            <field name="active">True</field>
-        </record>
-
-        <!-- Cron Job: Cleanup Old Shadow Tasks (30+ days) -->
-        <record id="ir_cron_task_sync_cleanup" model="ir.cron">
-            <field name="name">Fusion Claims: Cleanup Old Shadow Tasks</field>
-            <field name="model_id" ref="model_fusion_task_sync_config"/>
-            <field name="state">code</field>
-            <field name="code">model._cron_cleanup_old_shadows()</field>
-            <field name="interval_number">1</field>
-            <field name="interval_type">days</field>
-            <field name="active">True</field>
-            <field name="nextcall" eval="DateTime.now().replace(hour=3, minute=0, second=0)"/>
-        </record>
     </data>
 </odoo>

fusion_claims/data/mail_template_data.xml

@@ -20,34 +20,34 @@
             <field name="email_from">{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
             <field name="partner_to">{{ object.partner_id.id }}</field>
             <field name="body_html" type="html">
-<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
     <div style="height:4px;background-color:#2B6CB0;"></div>
-    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
+    <div style="padding:32px 28px;">
         <p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
             <t t-out="object.company_id.name"/>
         </p>
-        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">ADP Quotation</h2>
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">ADP Quotation</h2>
-        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
-            Please find attached your quotation <strong style="color:#2d3748;"><t t-out="object.name"/></strong>.
+            Please find attached your quotation <strong><t t-out="object.name"/></strong>.
         </p>
         <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
-            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Quotation Details</td></tr>
+            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Quotation Details</td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Reference</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.name"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.date_order" t-options="{'widget': 'date'}"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Date</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.date_order" t-options="{'widget': 'date'}"/></td></tr>
             <t t-if="object.x_fc_authorizer_id">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Authorizer</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.x_fc_authorizer_id.name"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Authorizer</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_authorizer_id.name"/></td></tr>
             </t>
             <t t-if="object.x_fc_client_type == 'REG'">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Client Portion (25%)</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.x_fc_client_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Client Portion (25%)</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_client_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">ADP Portion (75%)</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.x_fc_adp_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">ADP Portion (75%)</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_adp_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
             </t>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;font-weight:600;border-top:2px solid #e2e8f0;">Total</td><td style="padding:10px 14px;color:#2B6CB0;font-size:14px;font-weight:700;border-top:2px solid #e2e8f0;"><t t-out="object.amount_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;font-weight:600;border-top:2px solid rgba(128,128,128,0.25);">Total</td><td style="padding:10px 14px;color:#2B6CB0;font-size:14px;font-weight:700;border-top:2px solid rgba(128,128,128,0.25);"><t t-out="object.amount_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
         </table>
-        <div style="padding:10px 14px;border:1px dashed #e2e8f0;border-radius:6px;margin:0 0 24px 0;">
+        <div style="padding:10px 14px;border:1px dashed rgba(128,128,128,0.35);border-radius:6px;margin:0 0 24px 0;">
-            <p style="margin:0;font-size:13px;color:#718096;"><strong style="color:#2d3748;">Attached:</strong> ADP Quotation (PDF)</p>
+            <p style="margin:0;font-size:13px;opacity:0.65;"><strong style="opacity:1;">Attached:</strong> ADP Quotation (PDF)</p>
         </div>
-        <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
+        <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;">
-            <p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;">Please review the attached quotation. If you have any questions or need assistance, do not hesitate to contact us.</p>
+            <p style="margin:0;font-size:14px;line-height:1.5;">Please review the attached quotation. If you have any questions or need assistance, do not hesitate to contact us.</p>
         </div>
         <t t-if="not is_html_empty(object.user_id.signature)" data-o-mail-quote-container="1">
             <div data-o-mail-quote="1">--<br data-o-mail-quote="1"/><t t-out="object.user_id.signature or ''" data-o-mail-quote="1"/></div>
@@ -70,34 +70,34 @@
             <field name="email_from">{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
             <field name="partner_to">{{ object.partner_id.id }}</field>
             <field name="body_html" type="html">
-<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
     <div style="height:4px;background-color:#38a169;"></div>
-    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
+    <div style="padding:32px 28px;">
         <p style="color:#38a169;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
             <t t-out="object.company_id.name"/>
         </p>
-        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Order Confirmed</h2>
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Order Confirmed</h2>
-        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
-            Your ADP sales order <strong style="color:#2d3748;"><t t-out="object.name"/></strong> has been confirmed.
+            Your ADP sales order <strong><t t-out="object.name"/></strong> has been confirmed.
         </p>
         <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
-            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Order Details</td></tr>
+            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Order Details</td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Reference</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.name"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.date_order" t-options="{'widget': 'date'}"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Date</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.date_order" t-options="{'widget': 'date'}"/></td></tr>
             <t t-if="object.x_fc_authorizer_id">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Authorizer</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.x_fc_authorizer_id.name"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Authorizer</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_authorizer_id.name"/></td></tr>
             </t>
             <t t-if="object.x_fc_client_type == 'REG'">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Client Portion (25%)</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.x_fc_client_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Client Portion (25%)</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_client_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">ADP Portion (75%)</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.x_fc_adp_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">ADP Portion (75%)</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_adp_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
             </t>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;font-weight:600;border-top:2px solid #e2e8f0;">Total</td><td style="padding:10px 14px;color:#38a169;font-size:14px;font-weight:700;border-top:2px solid #e2e8f0;"><t t-out="object.amount_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;font-weight:600;border-top:2px solid rgba(128,128,128,0.25);">Total</td><td style="padding:10px 14px;color:#38a169;font-size:14px;font-weight:700;border-top:2px solid rgba(128,128,128,0.25);"><t t-out="object.amount_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
         </table>
-        <div style="padding:10px 14px;border:1px dashed #e2e8f0;border-radius:6px;margin:0 0 24px 0;">
+        <div style="padding:10px 14px;border:1px dashed rgba(128,128,128,0.35);border-radius:6px;margin:0 0 24px 0;">
-            <p style="margin:0;font-size:13px;color:#718096;"><strong style="color:#2d3748;">Attached:</strong> Sales Order Confirmation (PDF)</p>
+            <p style="margin:0;font-size:13px;opacity:0.65;"><strong style="opacity:1;">Attached:</strong> Sales Order Confirmation (PDF)</p>
         </div>
-        <div style="border-left:3px solid #38a169;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
+        <div style="border-left:3px solid #38a169;padding:12px 16px;margin:0 0 24px 0;">
-            <p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;">Your order is being processed. We will keep you updated on the delivery status and any updates from the Assistive Devices Program.</p>
+            <p style="margin:0;font-size:14px;line-height:1.5;">Your order is being processed. We will keep you updated on the delivery status and any updates from the Assistive Devices Program.</p>
         </div>
         <t t-if="not is_html_empty(object.user_id.signature)" data-o-mail-quote-container="1">
             <div data-o-mail-quote="1">--<br data-o-mail-quote="1"/><t t-out="object.user_id.signature or ''" data-o-mail-quote="1"/></div>
@@ -120,42 +120,42 @@
             <field name="email_from">{{ (object.invoice_user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
             <field name="partner_to">{{ object.partner_id.id }}</field>
             <field name="body_html" type="html">
-<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
     <div style="height:4px;background-color:#2B6CB0;"></div>
-    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
+    <div style="padding:32px 28px;">
         <p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
             <t t-out="object.company_id.name"/>
         </p>
-        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Invoice</h2>
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Invoice</h2>
-        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
-            Please find attached your invoice <strong style="color:#2d3748;"><t t-out="object.name or 'Draft'"/></strong>.
+            Please find attached your invoice <strong><t t-out="object.name or 'Draft'"/></strong>.
         </p>
         <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
-            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Invoice Details</td></tr>
+            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Invoice Details</td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Invoice</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.name or 'Draft'"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Invoice</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name or 'Draft'"/></td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.invoice_date" t-options="{'widget': 'date'}"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Date</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.invoice_date" t-options="{'widget': 'date'}"/></td></tr>
             <t t-if="object.invoice_date_due">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Due Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.invoice_date_due" t-options="{'widget': 'date'}"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Due Date</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.invoice_date_due" t-options="{'widget': 'date'}"/></td></tr>
             </t>
             <t t-if="object.x_fc_adp_invoice_portion">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Type</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Type</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">
                     <t t-if="object.x_fc_adp_invoice_portion == 'client'">Client Portion</t>
                     <t t-if="object.x_fc_adp_invoice_portion == 'adp'">ADP Portion</t>
                 </td></tr>
             </t>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;font-weight:600;border-top:2px solid #e2e8f0;">Amount Due</td><td style="padding:10px 14px;color:#2B6CB0;font-size:14px;font-weight:700;border-top:2px solid #e2e8f0;"><t t-out="object.amount_residual" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;font-weight:600;border-top:2px solid rgba(128,128,128,0.25);">Amount Due</td><td style="padding:10px 14px;color:#2B6CB0;font-size:14px;font-weight:700;border-top:2px solid rgba(128,128,128,0.25);"><t t-out="object.amount_residual" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
         </table>
-        <div style="padding:10px 14px;border:1px dashed #e2e8f0;border-radius:6px;margin:0 0 24px 0;">
+        <div style="padding:10px 14px;border:1px dashed rgba(128,128,128,0.35);border-radius:6px;margin:0 0 24px 0;">
-            <p style="margin:0;font-size:13px;color:#718096;"><strong style="color:#2d3748;">Attached:</strong> Invoice (PDF)</p>
+            <p style="margin:0;font-size:13px;opacity:0.65;"><strong style="opacity:1;">Attached:</strong> Invoice (PDF)</p>
         </div>
         <t t-if="object.x_fc_adp_invoice_portion == 'client'">
-            <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
+            <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;">
-                <p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;">This invoice represents your client portion for the ADP-funded equipment. The remaining amount will be billed directly to the Assistive Devices Program.</p>
+                <p style="margin:0;font-size:14px;line-height:1.5;">This invoice represents your client portion for the ADP-funded equipment. The remaining amount will be billed directly to the Assistive Devices Program.</p>
             </div>
         </t>
         <t t-else="">
-            <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
+            <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;">
-                <p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;">Please review the attached invoice and process payment at your earliest convenience. Contact us if you have any questions.</p>
+                <p style="margin:0;font-size:14px;line-height:1.5;">Please review the attached invoice and process payment at your earliest convenience. Contact us if you have any questions.</p>
             </div>
         </t>
         <t t-set="sig" t-value="object.invoice_user_id.signature or object.user_id.signature"/>

fusion_claims/data/product_labor_data.xml

@@ -9,7 +9,7 @@
             <field name="uom_id" ref="uom.product_uom_hour"/>
             <field name="sale_ok" eval="True"/>
             <field name="purchase_ok" eval="False"/>
-            <field name="taxes_id" eval="[(6, 0, [ref('account.1_hst_sale_tax_13')])]"/>
+            <!-- taxes_id set via post_init_hook or manually per database -->
         </record>
     </data>
 </odoo>

fusion_claims/models/__init__.py

@@ -3,7 +3,6 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 # Part of the Fusion Claim Assistant product family.
 
-from . import email_builder_mixin
 from . import adp_posting_schedule
 from . import res_company
 from . import res_config_settings
@@ -27,12 +26,5 @@ from . import client_chat
 from . import ai_agent_ext
 from . import dashboard
 from . import res_partner
-from . import res_users
 from . import technician_task
-from . import task_sync
+from . import page11_sign_request
-from . import technician_location
-from . import push_subscription
-from . import ltc_facility
-from . import ltc_repair
-from . import ltc_cleanup
-from . import ltc_form_submission

fusion_claims/models/account_move.py

@@ -105,9 +105,11 @@ class AccountMove(models.Model):
         try:
             report = self.env.ref('fusion_claims.action_report_mod_invoice')
             pdf_content, _ = report._render_qweb_pdf(report.id, [self.id])
-            client_name = (so.partner_id.name or 'Client').replace(' ', '_').replace(',', '')
+            name_parts = (so.partner_id.name or 'Client').strip().split()
+            first = name_parts[0] if name_parts else 'Client'
+            last = name_parts[-1] if len(name_parts) > 1 else ''
             att = Attachment.create({
-                'name': f'Invoice - {client_name} - {self.name}.pdf',
+                'name': f'{first}_{last}_MOD_Invoice_{self.name}.pdf',
                 'type': 'binary',
                 'datas': base64.b64encode(pdf_content),
                 'res_model': 'account.move',

fusion_claims/models/fusion_adp_device_code.py

@@ -57,6 +57,12 @@ class FusionADPDeviceCode(models.Model):
         index=True,
         help='Device manufacturer',
     )
+    build_type = fields.Selection(
+        [('modular', 'Modular'), ('custom_fabricated', 'Custom Fabricated')],
+        string='Build Type',
+        index=True,
+        help='Build type for positioning/seating devices: Modular or Custom Fabricated',
+    )
     device_description = fields.Char(
         string='Device Description',
         help='Detailed device description from mobility manual',
@@ -243,6 +249,16 @@ class FusionADPDeviceCode(models.Model):
                 manufacturer = self._clean_text(item.get('Manufacturer', '') or item.get('manufacturer', ''))
                 device_description = self._clean_text(item.get('Device Description', '') or item.get('device_description', ''))
 
+                # Parse build type (Modular / Custom Fabricated)
+                build_type_raw = self._clean_text(item.get('Build Type', '') or item.get('build_type', ''))
+                build_type = False
+                if build_type_raw:
+                    bt_lower = build_type_raw.lower().strip()
+                    if bt_lower in ('modular', 'mod'):
+                        build_type = 'modular'
+                    elif bt_lower in ('custom fabricated', 'custom_fabricated', 'custom'):
+                        build_type = 'custom_fabricated'
+                
                 # Parse quantity
                 qty_val = item.get('Quantity', 1) or item.get('Qty', 1) or item.get('quantity', 1)
                 max_qty = int(qty_val) if qty_val else 1
@@ -277,6 +293,8 @@ class FusionADPDeviceCode(models.Model):
                     'last_updated': fields.Datetime.now(),
                     'active': True,
                 }
+                if build_type:
+                    vals['build_type'] = build_type
                 
                 if existing:
                     existing.write(vals)

fusion_claims/models/page11_sign_request.py

@@ -0,0 +1,389 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+import base64
+import logging
+import uuid
+from datetime import timedelta
+
+from markupsafe import Markup
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+SIGNER_TYPE_SELECTION = [
+    ('client', 'Client (Self)'),
+    ('spouse', 'Spouse'),
+    ('parent', 'Parent'),
+    ('legal_guardian', 'Legal Guardian'),
+    ('poa', 'Power of Attorney'),
+    ('public_trustee', 'Public Trustee'),
+]
+
+SIGNER_TYPE_TO_RELATIONSHIP = {
+    'spouse': 'Spouse',
+    'parent': 'Parent',
+    'legal_guardian': 'Legal Guardian',
+    'poa': 'Power of Attorney',
+    'public_trustee': 'Public Trustee',
+}
+
+
+class Page11SignRequest(models.Model):
+    _name = 'fusion.page11.sign.request'
+    _description = 'ADP Page 11 Remote Signing Request'
+    _inherit = ['fusion.email.builder.mixin']
+    _order = 'create_date desc'
+
+    sale_order_id = fields.Many2one(
+        'sale.order', string='Sale Order',
+        required=True, ondelete='cascade', index=True,
+    )
+    access_token = fields.Char(
+        string='Access Token', required=True, copy=False,
+        default=lambda self: str(uuid.uuid4()), index=True,
+    )
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('sent', 'Sent'),
+        ('signed', 'Signed'),
+        ('expired', 'Expired'),
+        ('cancelled', 'Cancelled'),
+    ], string='Status', default='draft', required=True, tracking=True)
+
+    signer_email = fields.Char(string='Recipient Email', required=True)
+    signer_type = fields.Selection(
+        SIGNER_TYPE_SELECTION, string='Signer Type',
+        default='client', required=True,
+    )
+    signer_name = fields.Char(string='Signer Name')
+    signer_relationship = fields.Char(string='Relationship to Client')
+
+    signature_data = fields.Binary(string='Signature', attachment=True)
+    signed_pdf = fields.Binary(string='Signed PDF', attachment=True)
+    signed_pdf_filename = fields.Char(string='Signed PDF Filename')
+    signed_date = fields.Datetime(string='Signed Date')
+    sent_date = fields.Datetime(string='Sent Date')
+    expiry_date = fields.Datetime(string='Expiry Date')
+
+    consent_declaration_accepted = fields.Boolean(string='Declaration Accepted')
+    consent_signed_by = fields.Selection([
+        ('applicant', 'Applicant'),
+        ('agent', 'Agent'),
+    ], string='Signed By')
+
+    client_first_name = fields.Char(string='Client First Name')
+    client_last_name = fields.Char(string='Client Last Name')
+    client_health_card = fields.Char(string='Health Card Number')
+    client_health_card_version = fields.Char(string='Health Card Version')
+
+    agent_first_name = fields.Char(string='Agent First Name')
+    agent_last_name = fields.Char(string='Agent Last Name')
+    agent_middle_initial = fields.Char(string='Agent Middle Initial')
+    agent_phone = fields.Char(string='Agent Phone')
+    agent_unit = fields.Char(string='Agent Unit Number')
+    agent_street_number = fields.Char(string='Agent Street Number')
+    agent_street = fields.Char(string='Agent Street Name')
+    agent_city = fields.Char(string='Agent City')
+    agent_province = fields.Char(string='Agent Province', default='Ontario')
+    agent_postal_code = fields.Char(string='Agent Postal Code')
+
+    custom_message = fields.Text(string='Custom Message')
+
+    company_id = fields.Many2one(
+        'res.company', string='Company',
+        related='sale_order_id.company_id', store=True,
+    )
+
+    def name_get(self):
+        return [
+            (r.id, f"Page 11 - {r.sale_order_id.name} ({r.state})")
+            for r in self
+        ]
+
+    def _send_signing_email(self):
+        """Build and send the signing request email."""
+        self.ensure_one()
+        base_url = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
+        sign_url = f'{base_url}/page11/sign/{self.access_token}'
+        order = self.sale_order_id
+
+        client_name = order.partner_id.name or 'N/A'
+        sections = [
+            ('Case Details', [
+                ('Client', client_name),
+                ('Case Reference', order.name),
+            ]),
+        ]
+
+        if order.x_fc_authorizer_id:
+            sections[0][1].append(('Authorizer', order.x_fc_authorizer_id.name))
+
+        if order.x_fc_assessment_start_date:
+            sections[0][1].append((
+                'Assessment Date',
+                order.x_fc_assessment_start_date.strftime('%B %d, %Y'),
+            ))
+
+        note_parts = []
+        if self.custom_message:
+            note_parts.append(self.custom_message)
+        days_left = 7
+        if self.expiry_date:
+            delta = self.expiry_date - fields.Datetime.now()
+            days_left = max(1, delta.days)
+        note_parts.append(
+            f'This link will expire in {days_left} days. '
+            'Please complete the signing at your earliest convenience.'
+        )
+        note_text = '<br/><br/>'.join(note_parts)
+
+        body_html = self._email_build(
+            title='Page 11 Signature Required',
+            summary=(
+                f'{order.company_id.name} requires your signature on the '
+                f'ADP Consent and Declaration form for <strong>{client_name}</strong>.'
+            ),
+            sections=sections,
+            note=note_text,
+            email_type='info',
+            button_url=sign_url,
+            button_text='Sign Now',
+            sender_name=self.env.user.name,
+        )
+
+        mail_values = {
+            'subject': f'{order.company_id.name} - Page 11 Signature Required ({order.name})',
+            'body_html': body_html,
+            'email_to': self.signer_email,
+            'email_from': (
+                self.env.user.email_formatted
+                or order.company_id.email_formatted
+            ),
+            'auto_delete': True,
+        }
+        mail = self.env['mail.mail'].sudo().create(mail_values)
+        mail.send()
+
+        self.write({
+            'state': 'sent',
+            'sent_date': fields.Datetime.now(),
+        })
+
+        signer_display = self.signer_name or self.signer_email
+        order.message_post(
+            body=Markup(
+                'Page 11 signing request sent to <strong>%s</strong> (%s).'
+            ) % (signer_display, self.signer_email),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+
+    def _generate_signed_pdf(self):
+        """Generate the signed Page 11 PDF using the PDF template engine."""
+        self.ensure_one()
+        order = self.sale_order_id
+
+        assessment = self.env['fusion.assessment'].search([
+            ('sale_order_id', '=', order.id),
+        ], limit=1, order='create_date desc')
+
+        if assessment:
+            ctx = assessment._get_pdf_context()
+        else:
+            ctx = self._build_pdf_context_from_order()
+
+        if self.client_first_name:
+            ctx['client_first_name'] = self.client_first_name
+        if self.client_last_name:
+            ctx['client_last_name'] = self.client_last_name
+        if self.client_health_card:
+            ctx['client_health_card'] = self.client_health_card
+        if self.client_health_card_version:
+            ctx['client_health_card_version'] = self.client_health_card_version
+
+        ctx.update({
+            'consent_signed_by': self.consent_signed_by or '',
+            'consent_applicant': self.consent_signed_by == 'applicant',
+            'consent_agent': self.consent_signed_by == 'agent',
+            'consent_declaration_accepted': self.consent_declaration_accepted,
+            'consent_date': str(fields.Date.today()),
+        })
+
+        if self.consent_signed_by == 'agent':
+            ctx.update({
+                'agent_first_name': self.agent_first_name or '',
+                'agent_last_name': self.agent_last_name or '',
+                'agent_middle_initial': self.agent_middle_initial or '',
+                'agent_unit': self.agent_unit or '',
+                'agent_street_number': self.agent_street_number or '',
+                'agent_street_name': self.agent_street or '',
+                'agent_city': self.agent_city or '',
+                'agent_province': self.agent_province or '',
+                'agent_postal_code': self.agent_postal_code or '',
+                'agent_home_phone': self.agent_phone or '',
+                'agent_relationship': self.signer_relationship or '',
+                'agent_rel_spouse': self.signer_type == 'spouse',
+                'agent_rel_parent': self.signer_type == 'parent',
+                'agent_rel_poa': self.signer_type == 'poa',
+                'agent_rel_guardian': self.signer_type in ('legal_guardian', 'public_trustee'),
+            })
+
+        signatures = {}
+        if self.signature_data:
+            signatures['signature_page_11'] = base64.b64decode(self.signature_data)
+
+        template = self.env['fusion.pdf.template'].search([
+            ('state', '=', 'active'),
+            ('name', 'ilike', 'adp_page_11'),
+        ], limit=1)
+
+        if not template:
+            template = self.env['fusion.pdf.template'].search([
+                ('state', '=', 'active'),
+                ('name', 'ilike', 'page 11'),
+            ], limit=1)
+
+        if not template:
+            _logger.warning("No active PDF template found for Page 11")
+            return None
+
+        try:
+            pdf_bytes = template.generate_filled_pdf(ctx, signatures)
+            if pdf_bytes:
+                first, last = order._get_client_name_parts()
+                filename = f'{first}_{last}_Page11_Signed.pdf'
+                self.write({
+                    'signed_pdf': base64.b64encode(pdf_bytes),
+                    'signed_pdf_filename': filename,
+                })
+                return pdf_bytes
+        except Exception as e:
+            _logger.error("Failed to generate Page 11 PDF: %s", e)
+        return None
+
+    def _build_pdf_context_from_order(self):
+        """Build a PDF context dict from the sale order when no assessment exists."""
+        order = self.sale_order_id
+        partner = order.partner_id
+        first, last = order._get_client_name_parts()
+        return {
+            'client_first_name': first,
+            'client_last_name': last,
+            'client_name': partner.name or '',
+            'client_street': partner.street or '',
+            'client_city': partner.city or '',
+            'client_state': partner.state_id.name if partner.state_id else 'Ontario',
+            'client_postal_code': partner.zip or '',
+            'client_phone': partner.phone or partner.mobile or '',
+            'client_email': partner.email or '',
+            'client_type': order.x_fc_client_type or '',
+            'client_type_reg': order.x_fc_client_type == 'REG',
+            'client_type_ods': order.x_fc_client_type == 'ODS',
+            'client_type_acs': order.x_fc_client_type == 'ACS',
+            'client_type_owp': order.x_fc_client_type == 'OWP',
+            'reference': order.name or '',
+            'authorizer_name': order.x_fc_authorizer_id.name if order.x_fc_authorizer_id else '',
+            'authorizer_phone': order.x_fc_authorizer_id.phone if order.x_fc_authorizer_id else '',
+            'authorizer_email': order.x_fc_authorizer_id.email if order.x_fc_authorizer_id else '',
+            'claim_authorization_date': str(order.x_fc_claim_authorization_date) if order.x_fc_claim_authorization_date else '',
+            'assessment_start_date': str(order.x_fc_assessment_start_date) if order.x_fc_assessment_start_date else '',
+            'assessment_end_date': str(order.x_fc_assessment_end_date) if order.x_fc_assessment_end_date else '',
+        }
+
+    def _update_sale_order(self):
+        """Copy signing data from this request to the sale order."""
+        self.ensure_one()
+        order = self.sale_order_id
+        vals = {
+            'x_fc_page11_signer_type': self.signer_type,
+            'x_fc_page11_signer_name': self.signer_name,
+            'x_fc_page11_signed_date': fields.Date.today(),
+        }
+        if self.signer_type != 'client':
+            vals['x_fc_page11_signer_relationship'] = (
+                self.signer_relationship
+                or SIGNER_TYPE_TO_RELATIONSHIP.get(self.signer_type, '')
+            )
+        if self.signed_pdf:
+            vals['x_fc_signed_pages_11_12'] = self.signed_pdf
+            vals['x_fc_signed_pages_filename'] = self.signed_pdf_filename
+
+        order.with_context(
+            skip_page11_check=True,
+            skip_document_chatter=True,
+        ).write(vals)
+
+        signer_display = self.signer_name or 'N/A'
+        if self.signed_pdf:
+            att = self.env['ir.attachment'].sudo().create({
+                'name': self.signed_pdf_filename or 'Page11_Signed.pdf',
+                'datas': self.signed_pdf,
+                'res_model': 'sale.order',
+                'res_id': order.id,
+                'mimetype': 'application/pdf',
+            })
+            order.message_post(
+                body=Markup(
+                    'Page 11 has been signed by <strong>%s</strong> (%s).'
+                ) % (signer_display, self.signer_email),
+                attachment_ids=[att.id],
+                message_type='notification',
+                subtype_xmlid='mail.mt_note',
+            )
+        else:
+            order.message_post(
+                body=Markup(
+                    'Page 11 has been signed by <strong>%s</strong> (%s). '
+                    'PDF generation was not available.'
+                ) % (signer_display, self.signer_email),
+                message_type='notification',
+                subtype_xmlid='mail.mt_note',
+            )
+
+    def action_cancel(self):
+        """Cancel a pending signing request."""
+        for rec in self:
+            if rec.state in ('draft', 'sent'):
+                rec.state = 'cancelled'
+
+    def action_resend(self):
+        """Resend the signing email."""
+        for rec in self:
+            if rec.state in ('sent', 'expired'):
+                rec.expiry_date = fields.Datetime.now() + timedelta(days=7)
+                rec.access_token = str(uuid.uuid4())
+                rec._send_signing_email()
+
+    def action_request_new_signature(self):
+        """Create a new signing request (e.g. to re-sign after corrections)."""
+        self.ensure_one()
+        if self.state == 'signed':
+            self.state = 'cancelled'
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Request Page 11 Signature',
+            'res_model': 'fusion_claims.send.page11.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'default_sale_order_id': self.sale_order_id.id,
+                'default_signer_email': self.signer_email,
+                'default_signer_name': self.signer_name,
+                'default_signer_type': self.signer_type,
+            },
+        }
+
+    @api.model
+    def _cron_expire_requests(self):
+        """Mark expired unsigned requests."""
+        expired = self.search([
+            ('state', '=', 'sent'),
+            ('expiry_date', '<', fields.Datetime.now()),
+        ])
+        if expired:
+            expired.write({'state': 'expired'})
+            _logger.info("Expired %d Page 11 signing requests", len(expired))

fusion_claims/models/res_config_settings.py

@@ -317,16 +317,6 @@ class ResConfigSettings(models.TransientModel):
         help='The user who signs Page 12 on behalf of the company',
     )
 
-    # =========================================================================
-    # GOOGLE MAPS API SETTINGS
-    # =========================================================================
-    
-    fc_google_maps_api_key = fields.Char(
-        string='Google Maps API Key',
-        config_parameter='fusion_claims.google_maps_api_key',
-        help='API key for Google Maps Places autocomplete in address fields',
-    )
-
     # ------------------------------------------------------------------
     # AI CLIENT INTELLIGENCE
     # ------------------------------------------------------------------
@@ -349,62 +339,6 @@ class ResConfigSettings(models.TransientModel):
         help='Automatically parse ADP XML files when uploaded and create/update client profiles',
     )
 
-    # ------------------------------------------------------------------
-    # TECHNICIAN MANAGEMENT
-    # ------------------------------------------------------------------
-    fc_store_open_hour = fields.Float(
-        string='Store Open Time',
-        config_parameter='fusion_claims.store_open_hour',
-        help='Store opening time for technician scheduling (e.g. 9.0 = 9:00 AM)',
-    )
-    fc_store_close_hour = fields.Float(
-        string='Store Close Time',
-        config_parameter='fusion_claims.store_close_hour',
-        help='Store closing time for technician scheduling (e.g. 18.0 = 6:00 PM)',
-    )
-    fc_google_distance_matrix_enabled = fields.Boolean(
-        string='Enable Distance Matrix',
-        config_parameter='fusion_claims.google_distance_matrix_enabled',
-        help='Enable Google Distance Matrix API for travel time calculations between technician tasks',
-    )
-    fc_technician_start_address = fields.Char(
-        string='Technician Start Address',
-        config_parameter='fusion_claims.technician_start_address',
-        help='Default start location for technician travel calculations (e.g. warehouse/office address)',
-    )
-    fc_location_retention_days = fields.Char(
-        string='Location History Retention (Days)',
-        config_parameter='fusion_claims.location_retention_days',
-        help='How many days to keep technician location history. '
-             'Leave empty = 30 days (1 month). '
-             '0 = delete at end of each day. '
-             '1+ = keep for that many days.',
-    )
-
-    # ------------------------------------------------------------------
-    # WEB PUSH NOTIFICATIONS
-    # ------------------------------------------------------------------
-    fc_push_enabled = fields.Boolean(
-        string='Enable Push Notifications',
-        config_parameter='fusion_claims.push_enabled',
-        help='Enable web push notifications for technician tasks',
-    )
-    fc_vapid_public_key = fields.Char(
-        string='VAPID Public Key',
-        config_parameter='fusion_claims.vapid_public_key',
-        help='Public key for Web Push VAPID authentication (auto-generated)',
-    )
-    fc_vapid_private_key = fields.Char(
-        string='VAPID Private Key',
-        config_parameter='fusion_claims.vapid_private_key',
-        help='Private key for Web Push VAPID authentication (auto-generated)',
-    )
-    fc_push_advance_minutes = fields.Integer(
-        string='Notification Advance (min)',
-        config_parameter='fusion_claims.push_advance_minutes',
-        help='Send push notifications this many minutes before a scheduled task',
-    )
-
     # ------------------------------------------------------------------
     # TWILIO SMS SETTINGS
     # ------------------------------------------------------------------
@@ -477,16 +411,6 @@ class ResConfigSettings(models.TransientModel):
         help='Default ODSP office contact for new ODSP cases',
     )
 
-    # =========================================================================
-    # PORTAL FORMS
-    # =========================================================================
-
-    fc_ltc_form_password = fields.Char(
-        string='LTC Form Access Password',
-        config_parameter='fusion_claims.ltc_form_password',
-        help='Minimum 4 characters. Share with facility staff to access the repair form.',
-    )
-
     # =========================================================================
     # PORTAL BRANDING
     # =========================================================================
@@ -609,15 +533,11 @@ class ResConfigSettings(models.TransientModel):
         # an existing non-empty value (e.g. API keys, user-customized settings).
         _protected_keys = [
             'fusion_claims.ai_api_key',
-            'fusion_claims.google_maps_api_key',
             'fusion_claims.vendor_code',
             'fusion_claims.ai_model',
             'fusion_claims.adp_posting_base_date',
             'fusion_claims.application_reminder_days',
             'fusion_claims.application_reminder_2_days',
-            'fusion_claims.store_open_hour',
-            'fusion_claims.store_close_hour',
-            'fusion_claims.technician_start_address',
         ]
         # Snapshot existing values BEFORE super().set_values() runs
         _existing = {}
@@ -656,13 +576,6 @@ class ResConfigSettings(models.TransientModel):
         # Office notification recipients are stored via related field on res.company
         # No need to store in ir.config_parameter
         
-        # Validate LTC form password length
-        form_pw = self.fc_ltc_form_password or ''
-        if form_pw and len(form_pw.strip()) < 4:
-            raise ValidationError(
-                'LTC Form Access Password must be at least 4 characters.'
-            )
-
         # Store designated vendor signer (Many2one - manual handling)
         if self.fc_designated_vendor_signer:
             ICP.set_param('fusion_claims.designated_vendor_signer', 

fusion_claims/models/res_partner.py

@@ -8,13 +8,6 @@ from odoo import models, fields, api
 class ResPartner(models.Model):
     _inherit = 'res.partner'
 
-    x_fc_start_address = fields.Char(
-        string='Start Location',
-        help='Technician daily start location (home, warehouse, etc.). '
-             'Used as origin for first travel time calculation. '
-             'If empty, the company default HQ address is used.',
-    )
-
     # ==========================================================================
     # CONTACT TYPE
     # ==========================================================================
@@ -52,9 +45,8 @@ class ResPartner(models.Model):
     # ==========================================================================
     x_fc_odsp_member_id = fields.Char(
         string='ODSP Member ID',
-        size=9,
         tracking=True,
-        help='9-digit Ontario Disability Support Program Member ID',
+        help='Ontario Disability Support Program Member ID',
     )
     x_fc_case_worker_id = fields.Many2one(
         'res.partner',
@@ -77,22 +69,14 @@ class ResPartner(models.Model):
     )
 
     # ==========================================================================
-    # LTC FIELDS
+    # AUTHORIZER FIELDS
     # ==========================================================================
-    x_fc_ltc_facility_id = fields.Many2one(
+    x_fc_authorizer_number = fields.Char(
-        'fusion.ltc.facility',
+        string='ADP Authorizer Number',
-        string='LTC Home',
         tracking=True,
-        help='Long-Term Care Home this resident belongs to',
+        index=True,
-    )
+        help='ADP Registration Number for this authorizer (e.g. OT). '
-    x_fc_ltc_room_number = fields.Char(
+             'Used to auto-link authorizers when processing ADP XML files.',
-        string='Room Number',
-        tracking=True,
-    )
-    x_fc_ltc_family_contact_ids = fields.One2many(
-        'fusion.ltc.family.contact',
-        'partner_id',
-        string='Family Contacts',
     )
 
     @api.depends('x_fc_contact_type')

fusion_claims/models/sale_order_line.py

@@ -29,10 +29,11 @@ class SaleOrderLine(models.Model):
 
     @api.depends('product_id', 'product_id.default_code')
     def _compute_adp_device_type(self):
-        """Compute ADP device type from the product's device code."""
+        """Compute ADP device type and build type from the product's device code."""
         ADPDevice = self.env['fusion.adp.device.code'].sudo()
         for line in self:
             device_type = ''
+            build_type = False
             if line.product_id:
                 # Get the device code from product (default_code or custom field)
                 device_code = line._get_adp_device_code()
@@ -44,7 +45,9 @@ class SaleOrderLine(models.Model):
                     ], limit=1)
                     if adp_device:
                         device_type = adp_device.device_type or ''
+                        build_type = adp_device.build_type or False
             line.x_fc_adp_device_type = device_type
+            line.x_fc_adp_build_type = build_type
 
     # ==========================================================================
     # SERIAL NUMBER AND DEVICE PLACEMENT
@@ -110,6 +113,16 @@ class SaleOrderLine(models.Model):
         store=True,
         help='Device type from ADP mobility manual (for approval matching)',
     )
+    x_fc_adp_build_type = fields.Selection(
+        selection=[
+            ('modular', 'Modular'),
+            ('custom_fabricated', 'Custom Fabricated'),
+        ],
+        string='Build Type',
+        compute='_compute_adp_device_type',
+        store=True,
+        help='Build type from ADP mobility manual (Modular or Custom Fabricated)',
+    )
 
     # ==========================================================================
     # COMPUTED ADP PORTIONS
@@ -306,6 +319,49 @@ class SaleOrderLine(models.Model):
         # 5. Final fallback - return default_code even if not in ADP database
         return self.product_id.default_code or ''
 
+    def _get_adp_code_for_report(self):
+        """Return the ADP device code for display on reports.
+
+        Uses the product's x_fc_adp_device_code field (not default_code).
+        Returns 'NON-FUNDED' for non-ADP products.
+        """
+        self.ensure_one()
+        if not self.product_id:
+            return 'NON-FUNDED'
+        if self.product_id.is_non_adp_funded():
+            return 'NON-FUNDED'
+        product_tmpl = self.product_id.product_tmpl_id
+        code = ''
+        if hasattr(product_tmpl, 'x_fc_adp_device_code'):
+            code = getattr(product_tmpl, 'x_fc_adp_device_code', '') or ''
+        if not code and hasattr(product_tmpl, 'x_adp_code'):
+            code = getattr(product_tmpl, 'x_adp_code', '') or ''
+        if not code:
+            return 'NON-FUNDED'
+        ADPDevice = self.env['fusion.adp.device.code'].sudo()
+        if ADPDevice.search_count([('device_code', '=', code), ('active', '=', True)]) > 0:
+            return code
+        return 'NON-FUNDED'
+
+    def _get_adp_device_type(self):
+        """Live lookup of device type from the ADP device code table.
+
+        Returns 'No Funding Available' for non-ADP products.
+        """
+        self.ensure_one()
+        if not self.product_id or self.product_id.is_non_adp_funded():
+            return 'No Funding Available'
+        code = self._get_adp_code_for_report()
+        if code == 'NON-FUNDED':
+            return 'No Funding Available'
+        if self.x_fc_adp_device_type:
+            return self.x_fc_adp_device_type
+        adp_device = self.env['fusion.adp.device.code'].sudo().search([
+            ('device_code', '=', code),
+            ('active', '=', True),
+        ], limit=1)
+        return adp_device.device_type if adp_device else 'No Funding Available'
+
     def _get_serial_number(self):
         """Get serial number from mapped field or native field."""
         self.ensure_one()

fusion_claims/models/xml_parser.py

@@ -66,6 +66,10 @@ class FusionXmlParser(models.AbstractModel):
         # Step 3: Create/update profile
         profile = self._find_or_create_profile(model_vals, sale_order)
 
+        # Step 3b: Auto-link authorizer on sale order by ADP number
+        if sale_order:
+            self._link_authorizer_by_adp_number(model_vals, sale_order)
+
         # Step 4: Create application data record
         model_vals['profile_id'] = profile.id
         model_vals['sale_order_id'] = sale_order.id if sale_order else False
@@ -637,6 +641,39 @@ class FusionXmlParser(models.AbstractModel):
     # ------------------------------------------------------------------
     # PROFILE MANAGEMENT
     # ------------------------------------------------------------------
+    def _link_authorizer_by_adp_number(self, vals, sale_order):
+        """Auto-link the authorizer contact on the sale order using the ADP number from XML."""
+        adp_number = (vals.get('authorizer_adp_number') or '').strip()
+        if not adp_number or adp_number.upper() in ('NA', 'N/A', ''):
+            return
+
+        if sale_order.x_fc_authorizer_id:
+            return
+
+        Partner = self.env['res.partner']
+        authorizer = Partner.search([
+            ('x_fc_authorizer_number', '=', adp_number),
+        ], limit=1)
+
+        if not authorizer:
+            first = (vals.get('authorizer_first_name') or '').strip()
+            last = (vals.get('authorizer_last_name') or '').strip()
+            if first and last:
+                authorizer = Partner.search([
+                    '|',
+                    ('name', 'ilike', f'{first} {last}'),
+                    ('name', 'ilike', f'{last}, {first}'),
+                ], limit=1)
+                if authorizer and not authorizer.x_fc_authorizer_number:
+                    authorizer.write({'x_fc_authorizer_number': adp_number})
+
+        if authorizer:
+            sale_order.write({'x_fc_authorizer_id': authorizer.id})
+            _logger.info(
+                'Auto-linked authorizer %s (ADP# %s) to SO %s',
+                authorizer.name, adp_number, sale_order.name,
+            )
+
     def _find_or_create_profile(self, vals, sale_order=None):
         """Find or create a client profile from parsed application data."""
         Profile = self.env['fusion.client.profile']