docs(fusion_accounting): Phase 0 foundation implementation plan

Detailed task-by-task plan for executing Phase 0 of the Enterprise
Takeover Roadmap. 22 tasks covering:

- Sub-module skeletons (_core, _ai, _migration) and meta-module conversion
- Move all current AI module code into fusion_accounting_ai with git mv
- ir_model_data ownership reassignment via post-migration script
- Data adapter pattern (base + bank_rec + reports + followup + assets adapters)
- Refactor of every AI tool to route through adapters (pilot in bank_rec, then survey + per-file)
- Strip all hard Enterprise dependencies from manifests
- Enterprise-detection helper and shared-field-ownership models in _core
- Multi-company record rule on fusion.accounting.session (was a Known Issue)
- Migration safety guard that blocks Enterprise uninstall until wizard runs
- Migration wizard skeleton (per-feature migrations added by future phases)
- tools/check_odoo_diff.sh for the annual upgrade ritual
- Per-sub-module CLAUDE.md, UPGRADE_NOTES.md, README.md
- CI pipeline (or deferral note if not yet viable)
- Empirical Enterprise-uninstall verification test on a throwaway instance
- End-to-end smoke test + completion tag

Each task uses TDD where applicable (test fails, implement, test passes,
commit) and concrete validation commands where TDD doesn't fit (file moves,
config changes, manual smoke tests).

Made-with: Cursor

CLAUDE.md

@@ -14,6 +14,60 @@
 5. **res.config.settings**: Only boolean/integer/float/char/selection/many2one/datetime. NO Date fields.
 6. **res.groups**: NO `users` field, NO `category_id` field.
 7. **Search views**: NO `group expand="0"` syntax.
+8. **SCSS imports**: `@import "./partial"` is FORBIDDEN in Odoo 19 custom SCSS. It prints a warning and silently falls back to the old cached bundle. Register every SCSS file (including `_partial.scss` tokens) as a separate entry in `web.assets_backend`. Put tokens first; Odoo concatenates bundle files so SCSS variables/mixins from the first file are visible to every later file.
+
+## Card Styling — Copy Odoo's Kanban Pattern
+Don't rely on `var(--bs-border-color)` or `var(--bs-body-bg)` for card surfaces — they drift between themes/addons and often render **invisible**. Odoo's own kanban (`.o_kanban_record`) uses **explicit hex** values:
+```css
+background-color: white;
+border: 1px solid #d8dadd;
+```
+For custom OWL dashboards / client actions use the same approach:
+- Define a `_tokens.scss` partial with explicit hex values wrapped in a CSS custom property:
+  ```scss
+  $fp-card:   var(--fp-card-bg, #ffffff);
+  $fp-border: var(--fp-border-color, #d8dadd);
+  ```
+- Reference those tokens everywhere (never `var(--bs-border-color)` directly)
+- Three-layer contrast: **page** (grayest) → **container/column** (mid) → **card** (brightest). That's what makes cards pop.
+- Reference implementation: `fusion_plating_shopfloor/static/src/scss/_fp_shopfloor_tokens.scss`.
+
+## Dark Mode — Branch on `$o-webclient-color-scheme` at SCSS Compile Time
+Odoo 19 does NOT flip dark mode via a runtime DOM class. It compiles TWO asset bundles:
+- `web.assets_backend` — compiled with `$o-webclient-color-scheme: bright`
+- `web.assets_web_dark` — compiled with `$o-webclient-color-scheme: dark` (dark variant primary variables loaded first)
+
+Your SCSS file is compiled into BOTH bundles. To make the dark bundle have different colors, **branch at compile time** using the SCSS variable Odoo sets:
+
+```scss
+$o-webclient-color-scheme: bright !default;
+
+$_my-page-hex: #f3f4f6;
+$_my-card-hex: #ffffff;
+
+@if $o-webclient-color-scheme == dark {
+    $_my-page-hex: #1a1d21 !global;
+    $_my-card-hex: #22262d !global;
+}
+
+$my-page: var(--my-page-bg, $_my-page-hex);
+$my-card: var(--my-card-bg, $_my-card-hex);
+```
+
+**Do NOT use** `.o_dark_mode` class selectors, `[data-bs-theme="dark"]`, or `@media (prefers-color-scheme: dark)` — none of those fire reliably in Odoo 19. The user toggles dark mode via the user profile, which sets a `color_scheme` cookie and reloads the page; Odoo then serves the dark bundle. Your SCSS `@if` handles the rest at compile time.
+
+Verify by inspecting the attachments — you should see two files with different URLs for the two bundles:
+```python
+env['ir.qweb']._get_asset_bundle('web.assets_backend').css()     # light
+env['ir.qweb']._get_asset_bundle('web.assets_web_dark').css()    # dark
+```
+
+## Asset Bundle Cache Busting
+Odoo content-hashes the compiled bundle URL (`/web/assets/<hash>/...`). When CSS changes but the hash doesn't update, the browser serves the old bundle. Fixes in order of escalation:
+1. Bump the module `version` in `__manifest__.py`
+2. `DELETE FROM ir_attachment WHERE url LIKE '/web/assets/%';` then restart odoo
+3. Call `env['ir.qweb']._get_asset_bundle('web.assets_backend').css()` in odoo-shell to force regeneration
+4. Hard-refresh browser with cache clear (DevTools → right-click refresh → *Empty Cache and Hard Reload*); on mobile clear website data
 
 ## Naming
 - New fields: `x_fc_*` prefix

fusion-plating/fusion_plating/models/res_company.py

@@ -1,30 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Plating product family.
-
-from odoo import fields, models
-
-
-class ResCompany(models.Model):
-    _inherit = 'res.company'
-
-    # ----- Facility footprint for this legal entity ----------------------
-    x_fc_facility_ids = fields.One2many(
-        'fusion.plating.facility',
-        'company_id',
-        string='Plating Facilities',
-    )
-    x_fc_facility_count = fields.Integer(
-        string='# Facilities',
-        compute='_compute_x_fc_facility_count',
-    )
-    x_fc_default_facility_id = fields.Many2one(
-        'fusion.plating.facility',
-        string='Default Facility',
-        help='Facility used when the context does not specify one (single-site shops).',
-    )
-
-    def _compute_x_fc_facility_count(self):
-        for rec in self:
-            rec.x_fc_facility_count = len(rec.x_fc_facility_ids)

fusion-plating/fusion_plating_bridge_mrp/models/fp_delivery.py

@@ -1,36 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Plating product family.
-
-from odoo import fields, models
-
-
-class FpDelivery(models.Model):
-    """Extend delivery to auto-update portal job when delivered.
-
-    GAP 5: Delivery marked "delivered" → portal job → "shipped"
-           + set actual_ship_date on the job.
-    """
-    _inherit = 'fusion.plating.delivery'
-
-    def action_mark_delivered(self):
-        """Override to cascade delivery completion to the portal job."""
-        res = super().action_mark_delivered()
-        PortalJob = self.env['fusion.plating.portal.job']
-        for delivery in self:
-            if not delivery.job_ref:
-                continue
-            # Find the portal job by name/reference
-            job = PortalJob.search(
-                [('name', '=', delivery.job_ref)], limit=1,
-            )
-            if not job:
-                continue
-            job.write({
-                'state': 'shipped',
-                'actual_ship_date': fields.Date.today(),
-                'tracking_ref': delivery.name,
-            })
-            job.message_post(body='Parts shipped — delivery %s marked delivered.' % delivery.name)
-        return res

fusion-plating/fusion_plating_bridge_mrp/models/mrp_production.py

@@ -1,246 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Plating product family.
-
-import logging
-
-from odoo import api, fields, models, _
-from odoo.exceptions import UserError
-
-_logger = logging.getLogger(__name__)
-
-
-class MrpProduction(models.Model):
-    """Extend manufacturing order with Fusion Plating references and
-    workflow automations that bridge MO lifecycle → portal job → delivery.
-    """
-    _inherit = 'mrp.production'
-
-    x_fc_customer_spec_id = fields.Many2one(
-        'fusion.plating.customer.spec',
-        string='Customer Spec',
-        help='The customer specification governing this manufacturing order.',
-    )
-    x_fc_facility_id = fields.Many2one(
-        'fusion.plating.facility',
-        string='Facility',
-        help='The Fusion Plating facility where this order is produced.',
-    )
-    x_fc_portal_job_id = fields.Many2one(
-        'fusion.plating.portal.job',
-        string='Portal Job',
-        help='The portal job linked to this manufacturing order.',
-    )
-    x_fc_recipe_id = fields.Many2one(
-        'fusion.plating.process.node',
-        string='Recipe',
-        domain=[('node_type', '=', 'recipe')],
-        help='Process recipe template for this manufacturing order.',
-        tracking=True,
-    )
-    x_fc_override_ids = fields.One2many(
-        'fusion.plating.job.node.override',
-        'production_id',
-        string='Recipe Overrides',
-    )
-    x_fc_override_count = fields.Integer(
-        string='Overrides',
-        compute='_compute_override_count',
-    )
-
-    @api.depends('x_fc_override_ids')
-    def _compute_override_count(self):
-        for rec in self:
-            rec.x_fc_override_count = len(rec.x_fc_override_ids)
-
-    def action_configure_recipe_steps(self):
-        """Open the wizard to configure opt-in/out steps for this job."""
-        self.ensure_one()
-        if not self.x_fc_recipe_id:
-            raise UserError(_('Please select a recipe first.'))
-        return {
-            'type': 'ir.actions.act_window',
-            'name': f'Configure Steps — {self.x_fc_recipe_id.name}',
-            'res_model': 'fp.recipe.config.wizard',
-            'view_mode': 'form',
-            'target': 'new',
-            'context': {
-                'default_production_id': self.id,
-                'default_recipe_id': self.x_fc_recipe_id.id,
-            },
-        }
-
-    # ------------------------------------------------------------------
-    # Recipe → Work Order generation
-    # ------------------------------------------------------------------
-    def _generate_workorders_from_recipe(self):
-        """Generate mrp.workorder records from the assigned recipe.
-
-        Walks the recipe tree, creates one WO per 'operation' node,
-        and formats child 'step' nodes as WO instructions.
-        Respects opt-in/out overrides from x_fc_override_ids.
-        """
-        WorkOrder = self.env['mrp.workorder']
-        for production in self:
-            if not production.x_fc_recipe_id:
-                continue  # No recipe assigned
-            if production.workorder_ids:
-                continue  # WOs already exist — don't duplicate
-
-            # Build lookup of overrides keyed by node ID
-            override_map = {}  # {node_id: included_bool}
-            for override in production.x_fc_override_ids:
-                override_map[override.node_id.id] = override.included
-
-            # Walk tree and collect operation WO values
-            wo_vals_list = []
-            seq_counter = [10]  # mutable for closure, increments by 10
-
-            def _is_node_included(node):
-                """Determine if a node should be included based on opt-in/out
-                logic and per-job overrides.
-
-                - disabled: always included (not configurable)
-                - opt_in:   excluded by default, included only with override
-                - opt_out:  included by default, excluded only with override
-                """
-                nid = node.id
-                opt = node.opt_in_out or 'disabled'
-                if opt == 'disabled':
-                    return True
-                if nid in override_map:
-                    return override_map[nid]
-                # No override → use default
-                if opt == 'opt_in':
-                    return False  # Default excluded
-                # opt_out → default included
-                return True
-
-            def walk_node(node):
-                if not _is_node_included(node):
-                    return
-
-                if node.node_type == 'operation':
-                    # Map FP work centre → MRP work centre
-                    mrp_wc = False
-                    if node.work_center_id and node.work_center_id.x_fc_mrp_workcenter_id:
-                        mrp_wc = node.work_center_id.x_fc_mrp_workcenter_id.id
-                    if not mrp_wc:
-                        _logger.warning(
-                            'MO %s: operation "%s" has no mapped MRP work centre — '
-                            'skipping WO creation.',
-                            production.name, node.name,
-                        )
-                        # Still recurse into children for nested sub-operations
-                        for child in node.child_ids.sorted('sequence'):
-                            walk_node(child)
-                        return
-
-                    # Collect step instructions from child 'step' nodes
-                    steps = []
-                    step_num = 1
-                    for child in node.child_ids.sorted('sequence'):
-                        if child.node_type == 'step' and _is_node_included(child):
-                            line = '%d. %s' % (step_num, child.name)
-                            if child.estimated_duration:
-                                line += ' (%.0f min)' % child.estimated_duration
-                            steps.append(line)
-                            step_num += 1
-
-                    wo_vals_list.append({
-                        'production_id': production.id,
-                        'name': node.name,
-                        'workcenter_id': mrp_wc,
-                        'duration_expected': node.estimated_duration or 0,
-                        'sequence': seq_counter[0],
-                        'description': '\n'.join(steps) if steps else '',
-                    })
-                    seq_counter[0] += 10
-
-                elif node.node_type in ('recipe', 'sub_process'):
-                    # Container nodes — recurse into children
-                    for child in node.child_ids.sorted('sequence'):
-                        walk_node(child)
-                # 'step' nodes at top level are handled by their parent operation
-
-            # Start walking from recipe root
-            walk_node(production.x_fc_recipe_id)
-
-            # Bulk create work orders
-            if wo_vals_list:
-                WorkOrder.create(wo_vals_list)
-                production.message_post(
-                    body=_('%d work orders generated from recipe "%s".') % (
-                        len(wo_vals_list), production.x_fc_recipe_id.name),
-                )
-
-    # ------------------------------------------------------------------
-    # GAP 2: SO confirm → MO confirm → auto-create Portal Job + WOs
-    # ------------------------------------------------------------------
-    def action_confirm(self):
-        """Override to auto-create a portal job and generate work orders
-        from the assigned recipe when the MO is confirmed.
-        """
-        res = super().action_confirm()
-        PortalJob = self.env['fusion.plating.portal.job']
-        for mo in self:
-            if mo.x_fc_portal_job_id:
-                # Already linked — just update state
-                mo.x_fc_portal_job_id.write({'state': 'in_progress'})
-                continue
-            # Resolve customer from sale order via origin
-            partner = False
-            if mo.origin:
-                so = self.env['sale.order'].search(
-                    [('name', '=', mo.origin)], limit=1,
-                )
-                if so:
-                    partner = so.partner_id
-            if not partner:
-                continue  # No customer — skip portal job creation
-            job = PortalJob.create({
-                'name': mo.name,
-                'partner_id': partner.id,
-                'state': 'in_progress',
-                'received_date': fields.Date.today(),
-                'target_ship_date': (
-                    mo.date_start.date() + __import__('datetime').timedelta(days=10)
-                    if mo.date_start else False
-                ),
-                'quantity': int(mo.product_qty),
-                'company_id': mo.company_id.id,
-            })
-            mo.x_fc_portal_job_id = job
-
-        # Generate work orders from recipe (after portal job creation)
-        self._generate_workorders_from_recipe()
-
-        return res
-
-    # ------------------------------------------------------------------
-    # GAP 3+4: MO done → update portal job + auto-create delivery
-    # ------------------------------------------------------------------
-    def button_mark_done(self):
-        """Override to cascade MO completion to portal job and delivery."""
-        res = super().button_mark_done()
-        Delivery = self.env.get('fusion.plating.delivery')
-        for mo in self:
-            job = mo.x_fc_portal_job_id
-            if not job:
-                continue
-            # GAP 3: MO done → portal job ready_to_ship
-            job.write({'state': 'ready_to_ship'})
-            job.message_post(body='Manufacturing complete — ready to ship.')
-
-            # GAP 4: Auto-create delivery record
-            if Delivery is None:
-                continue
-            partner = job.partner_id
-            Delivery.create({
-                'partner_id': partner.id,
-                'job_ref': job.name,
-                'source_facility_id': mo.x_fc_facility_id.id if mo.x_fc_facility_id else False,
-                'state': 'draft',
-            })
-        return res

fusion-plating/fusion_plating_bridge_mrp/views/mrp_production_views.xml

@@ -1,41 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<!--
-    Copyright 2026 Nexa Systems Inc.
-    License OPL-1 (Odoo Proprietary License v1.0)
-    Part of the Fusion Plating product family.
--->
-<odoo>
-
-    <!-- Extend mrp.production form: add Fusion Plating fields -->
-    <record id="view_mrp_production_form_fp_bridge" model="ir.ui.view">
-        <field name="name">mrp.production.form.fp.bridge</field>
-        <field name="model">mrp.production</field>
-        <field name="inherit_id" ref="mrp.mrp_production_form_view"/>
-        <field name="arch" type="xml">
-
-            <xpath expr="//sheet" position="inside">
-                <group string="Fusion Plating" name="fusion_plating">
-                    <group>
-                        <field name="x_fc_customer_spec_id"/>
-                        <field name="x_fc_facility_id"/>
-                    </group>
-                    <group>
-                        <field name="x_fc_portal_job_id"/>
-                        <field name="x_fc_recipe_id"/>
-                    </group>
-                </group>
-            </xpath>
-
-            <xpath expr="//div[@name='button_box']" position="inside">
-                <button name="action_configure_recipe_steps" type="object"
-                        class="oe_stat_button" icon="fa-sliders"
-                        invisible="not x_fc_recipe_id">
-                    <field name="x_fc_override_count" widget="statinfo"
-                           string="Overrides"/>
-                </button>
-            </xpath>
-
-        </field>
-    </record>
-
-</odoo>

fusion-plating/fusion_plating_certificates/models/fp_certificate.py

@@ -1,128 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Plating product family.
-
-from odoo import api, fields, models, _
-from odoo.exceptions import UserError
-
-
-class FpCertificate(models.Model):
-    """Unified certificate registry.
-
-    Logs every quality document issued to customers: CoC, thickness
-    reports, mill test reports, Nadcap certs, and customer-specific
-    formats. Auto-created when reports are generated.
-    """
-    _name = 'fp.certificate'
-    _description = 'Fusion Plating — Certificate'
-    _inherit = ['mail.thread', 'mail.activity.mixin']
-    _order = 'issue_date desc, id desc'
-
-    name = fields.Char(string='Reference', readonly=True, copy=False, default='New')
-    certificate_type = fields.Selection(
-        [
-            ('coc', 'Certificate of Conformance'),
-            ('thickness_report', 'Thickness Report'),
-            ('mill_test', 'Mill Test Report'),
-            ('nadcap_cert', 'Nadcap Certificate'),
-            ('customer_specific', 'Customer-Specific'),
-        ],
-        string='Type', required=True, default='coc', tracking=True,
-    )
-    partner_id = fields.Many2one(
-        'res.partner', string='Customer', required=True, tracking=True,
-        domain="[('customer_rank', '>', 0)]",
-    )
-    sale_order_id = fields.Many2one('sale.order', string='Sale Order')
-    production_id = fields.Many2one('mrp.production', string='Manufacturing Order')
-    portal_job_id = fields.Many2one('fusion.plating.portal.job', string='Portal Job')
-    part_number = fields.Char(string='Part Number', help='Denormalized for fast search.')
-    process_description = fields.Char(
-        string='Process', help='e.g. "ELECTROLESS NICKEL PLATING PER AMS 2404"',
-    )
-    spec_reference = fields.Char(string='Spec Reference')
-    po_number = fields.Char(string='Customer PO #')
-    entech_wo_number = fields.Char(string='Entech WO #')
-    quantity_shipped = fields.Integer(string='Qty Shipped')
-    issued_by_id = fields.Many2one(
-        'res.users', string='Issued By', default=lambda self: self.env.user,
-    )
-    certified_by_id = fields.Many2one(
-        'res.users', string='Certified By', help='Signing authority (e.g. Quality Manager).',
-    )
-    issue_date = fields.Date(string='Issue Date', default=fields.Date.today, tracking=True)
-    attachment_id = fields.Many2one('ir.attachment', string='Certificate PDF')
-    thickness_reading_ids = fields.One2many(
-        'fp.thickness.reading', 'certificate_id', string='Thickness Readings',
-    )
-    state = fields.Selection(
-        [('draft', 'Draft'), ('issued', 'Issued'), ('voided', 'Voided')],
-        string='Status', default='draft', tracking=True, required=True,
-    )
-    void_reason = fields.Text(string='Void Reason')
-    notes = fields.Html(string='Notes')
-
-    # ----- Computed stats from readings -------------------------------------
-    reading_count = fields.Integer(
-        string='Readings', compute='_compute_reading_stats',
-    )
-    mean_nip_mils = fields.Float(
-        string='Mean NiP (mils)', compute='_compute_reading_stats', digits=(10, 4),
-    )
-
-    @api.depends('thickness_reading_ids', 'thickness_reading_ids.nip_mils')
-    def _compute_reading_stats(self):
-        for rec in self:
-            readings = rec.thickness_reading_ids
-            rec.reading_count = len(readings)
-            if readings:
-                nip_values = readings.mapped('nip_mils')
-                rec.mean_nip_mils = sum(nip_values) / len(nip_values) if nip_values else 0
-            else:
-                rec.mean_nip_mils = 0
-
-    # ----- Sequence ---------------------------------------------------------
-    @api.model_create_multi
-    def create(self, vals_list):
-        for vals in vals_list:
-            if vals.get('name', 'New') == 'New':
-                vals['name'] = self.env['ir.sequence'].next_by_code('fp.certificate') or 'New'
-        return super().create(vals_list)
-
-    # ----- State actions ----------------------------------------------------
-    def action_issue(self):
-        for rec in self:
-            if rec.state != 'draft':
-                raise UserError(_('Only draft certificates can be issued.'))
-            rec.state = 'issued'
-            rec.message_post(body=_('Certificate issued.'))
-
-    def action_void(self):
-        for rec in self:
-            if rec.state != 'issued':
-                raise UserError(_('Only issued certificates can be voided.'))
-            if not rec.void_reason:
-                raise UserError(_('Please enter a void reason before voiding.'))
-            rec.state = 'voided'
-            rec.message_post(body=_('Certificate voided. Reason: %s') % rec.void_reason)
-
-    def action_send_to_customer(self):
-        """Open email composer with the certificate PDF attached."""
-        self.ensure_one()
-        template = self.env.ref('mail.email_compose_message_wizard_form', raise_if_not_found=False)
-        ctx = {
-            'default_model': 'fp.certificate',
-            'default_res_ids': self.ids,
-            'default_composition_mode': 'comment',
-            'default_partner_ids': [self.partner_id.id] if self.partner_id else [],
-        }
-        if self.attachment_id:
-            ctx['default_attachment_ids'] = [self.attachment_id.id]
-        return {
-            'type': 'ir.actions.act_window',
-            'res_model': 'mail.compose.message',
-            'view_mode': 'form',
-            'target': 'new',
-            'context': ctx,
-        }

fusion-plating/fusion_plating_invoicing/models/sale_order.py

@@ -1,106 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Plating product family.
-
-import logging
-
-from odoo import api, fields, models, _
-from odoo.exceptions import UserError
-
-_logger = logging.getLogger(__name__)
-
-
-class SaleOrder(models.Model):
-    _inherit = 'sale.order'
-
-    @api.onchange('partner_id')
-    def _onchange_partner_id_invoice_strategy(self):
-        """Auto-fill invoice strategy from customer defaults."""
-        if self.partner_id:
-            default = self.env['fp.invoice.strategy.default'].search(
-                [('partner_id', '=', self.partner_id.id)], limit=1,
-            )
-            if default:
-                self.x_fc_invoice_strategy = default.default_strategy
-                self.x_fc_deposit_percent = default.default_deposit_percent
-                if default.payment_term_id:
-                    self.payment_term_id = default.payment_term_id
-
-    def action_confirm(self):
-        """Override to check account hold and trigger invoice strategy."""
-        for order in self:
-            # --- Account hold check ---
-            if order.partner_id.x_fc_account_hold:
-                is_manager = self.env.user.has_group(
-                    'fusion_plating.group_fusion_plating_manager'
-                )
-                if not is_manager:
-                    raise UserError(_(
-                        'Cannot confirm — customer "%s" is on account hold.\n'
-                        'Reason: %s\n\n'
-                        'Contact a manager to override.'
-                    ) % (order.partner_id.name,
-                         order.partner_id.x_fc_account_hold_reason or 'No reason specified'))
-                else:
-                    # Manager gets a warning in chatter but can proceed
-                    order.message_post(
-                        body=_(
-                            'Warning: Customer "%s" is on account hold (reason: %s). '
-                            'Order confirmed by manager override.'
-                        ) % (order.partner_id.name,
-                             order.partner_id.x_fc_account_hold_reason or 'N/A'),
-                    )
-
-        res = super().action_confirm()
-
-        # --- Invoice strategy automation ---
-        for order in self:
-            strategy = order.x_fc_invoice_strategy
-            if not strategy:
-                continue
-
-            if strategy == 'deposit' and order.x_fc_deposit_percent:
-                order._create_deposit_invoice()
-            elif strategy == 'cod_prepay':
-                order._create_full_invoice()
-
-        return res
-
-    def _create_deposit_invoice(self):
-        """Create a deposit (down payment) invoice for the deposit percentage."""
-        self.ensure_one()
-        percent = self.x_fc_deposit_percent
-        if not percent or percent <= 0:
-            return
-
-        try:
-            # Use Odoo's standard down payment mechanism
-            wizard = self.env['sale.advance.payment.inv'].create({
-                'advance_payment_method': 'percentage',
-                'amount': percent,
-            })
-            wizard.with_context(active_ids=self.ids, active_model='sale.order').create_invoices()
-            self.message_post(
-                body=_('Deposit invoice (%.0f%%) created automatically — strategy: Deposit.') % percent,
-            )
-        except Exception as e:
-            _logger.warning('Failed to create deposit invoice for SO %s: %s', self.name, e)
-            self.message_post(
-                body=_('Failed to auto-create deposit invoice: %s. Create manually.') % str(e),
-            )
-
-    def _create_full_invoice(self):
-        """Create a full invoice immediately (COD/Prepay strategy)."""
-        self.ensure_one()
-        try:
-            invoices = self._create_invoices()
-            if invoices:
-                self.message_post(
-                    body=_('Full invoice created automatically — strategy: COD / Prepay.'),
-                )
-        except Exception as e:
-            _logger.warning('Failed to create COD invoice for SO %s: %s', self.name, e)
-            self.message_post(
-                body=_('Failed to auto-create invoice: %s. Create manually.') % str(e),
-            )

fusion-plating/fusion_plating_notifications/data/fp_notification_template_data.xml

@@ -1,26 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo noupdate="1">
-
-    <record id="fp_notif_so_confirmed" model="fp.notification.template">
-        <field name="name">Order Confirmation</field>
-        <field name="trigger_event">so_confirmed</field>
-        <field name="mail_template_id" ref="fp_mail_template_so_confirmed"/>
-        <field name="active" eval="True"/>
-    </record>
-
-    <record id="fp_notif_parts_received" model="fp.notification.template">
-        <field name="name">Parts Received</field>
-        <field name="trigger_event">parts_received</field>
-        <field name="mail_template_id" ref="fp_mail_template_parts_received"/>
-        <field name="active" eval="True"/>
-    </record>
-
-    <record id="fp_notif_invoice_posted" model="fp.notification.template">
-        <field name="name">Invoice Posted</field>
-        <field name="trigger_event">invoice_posted</field>
-        <field name="mail_template_id" ref="fp_mail_template_invoice_posted"/>
-        <field name="active" eval="True"/>
-        <field name="attach_invoice" eval="True"/>
-    </record>
-
-</odoo>

fusion-plating/fusion_plating_notifications/data/mail_template_data.xml

@@ -1,51 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo noupdate="1">
-
-    <record id="fp_mail_template_so_confirmed" model="mail.template">
-        <field name="name">FP: Order Confirmation</field>
-        <field name="model_id" ref="sale.model_sale_order"/>
-        <field name="subject">Order Confirmation — {{ object.name }}</field>
-        <field name="email_from">{{ (object.company_id.email or user.email) }}</field>
-        <field name="email_to">{{ object.partner_id.email }}</field>
-        <field name="body_html" type="html">
-            <p>Dear {{ object.partner_id.name }},</p>
-            <p>Your order <strong>{{ object.name }}</strong> has been confirmed.</p>
-            <p>We will notify you when your parts have been received at our facility.</p>
-            <p>Thank you for your business.</p>
-            <p>— EN Technologies Inc.</p>
-        </field>
-        <field name="auto_delete" eval="True"/>
-    </record>
-
-    <record id="fp_mail_template_parts_received" model="mail.template">
-        <field name="name">FP: Parts Received</field>
-        <field name="model_id" eval="env['ir.model']._get_id('fp.receiving')"/>
-        <field name="subject">Parts Received — {{ object.name }}</field>
-        <field name="email_from">{{ (object.sale_order_id.company_id.email or user.email) }}</field>
-        <field name="email_to">{{ object.partner_id.email }}</field>
-        <field name="body_html" type="html">
-            <p>Dear {{ object.partner_id.name }},</p>
-            <p>We have received your parts for order <strong>{{ object.sale_order_id.name }}</strong>.</p>
-            <p>Quantity received: {{ object.received_qty }}</p>
-            <p>Your parts are now in our production queue. We will keep you updated on progress.</p>
-            <p>— EN Technologies Inc.</p>
-        </field>
-        <field name="auto_delete" eval="True"/>
-    </record>
-
-    <record id="fp_mail_template_invoice_posted" model="mail.template">
-        <field name="name">FP: Invoice Notification</field>
-        <field name="model_id" ref="account.model_account_move"/>
-        <field name="subject">Invoice {{ object.name }} — EN Technologies</field>
-        <field name="email_from">{{ (object.company_id.email or user.email) }}</field>
-        <field name="email_to">{{ object.partner_id.email }}</field>
-        <field name="body_html" type="html">
-            <p>Dear {{ object.partner_id.name }},</p>
-            <p>Please find your invoice <strong>{{ object.name }}</strong> for amount <strong>{{ object.amount_total }}</strong>.</p>
-            <p>Thank you for your business.</p>
-            <p>— EN Technologies Inc.</p>
-        </field>
-        <field name="auto_delete" eval="True"/>
-    </record>
-
-</odoo>

fusion-plating/fusion_plating_notifications/models/account_move.py

@@ -1,58 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Plating product family.
-
-import logging
-
-from odoo import models
-
-_logger = logging.getLogger(__name__)
-
-
-class AccountMove(models.Model):
-    _inherit = 'account.move'
-
-    def action_post(self):
-        res = super().action_post()
-        for move in self:
-            if move.move_type == 'out_invoice' and move.partner_id:
-                # Find linked SO
-                so = False
-                if move.invoice_origin:
-                    so = self.env['sale.order'].search(
-                        [('name', '=', move.invoice_origin)], limit=1,
-                    )
-                self._send_fp_notification(
-                    'invoice_posted', move, move.partner_id, sale_order=so,
-                )
-        return res
-
-    def _send_fp_notification(self, trigger_event, record, partner, sale_order=None):
-        """Send a notification email and log it."""
-        template = self.env['fp.notification.template'].search(
-            [('trigger_event', '=', trigger_event), ('active', '=', True)], limit=1,
-        )
-        if not template or not template.mail_template_id:
-            return
-        try:
-            template.mail_template_id.send_mail(record.id, force_send=False)
-            self.env['fp.notification.log'].create({
-                'template_id': template.id,
-                'trigger_event': trigger_event,
-                'sale_order_id': sale_order.id if sale_order else False,
-                'partner_id': partner.id if partner else False,
-                'recipient_email': partner.email if partner else '',
-                'status': 'sent',
-            })
-        except Exception as e:
-            _logger.warning('FP notification failed (%s): %s', trigger_event, e)
-            self.env['fp.notification.log'].create({
-                'template_id': template.id,
-                'trigger_event': trigger_event,
-                'sale_order_id': sale_order.id if sale_order else False,
-                'partner_id': partner.id if partner else False,
-                'recipient_email': partner.email if partner else '',
-                'status': 'failed',
-                'error_message': str(e),
-            })

fusion-plating/fusion_plating_notifications/models/fp_notification_template.py

@@ -1,51 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Plating product family.
-
-from odoo import fields, models
-
-TRIGGER_EVENTS = [
-    ('so_confirmed', 'Order Confirmed'),
-    ('parts_received', 'Parts Received'),
-    ('mo_complete', 'Manufacturing Complete'),
-    ('shipment', 'Shipment (Carrier)'),
-    ('delivery', 'Delivery (Local)'),
-    ('invoice_posted', 'Invoice Posted'),
-    ('deposit_created', 'Deposit Required'),
-]
-
-
-class FpNotificationTemplate(models.Model):
-    """Configurable notification wrapper.
-
-    Each record maps a trigger event to a mail.template and controls
-    whether the notification fires and what attachments are included.
-    """
-    _name = 'fp.notification.template'
-    _description = 'Fusion Plating — Notification Template'
-    _order = 'trigger_event'
-
-    name = fields.Char(string='Template Name', required=True)
-    trigger_event = fields.Selection(
-        TRIGGER_EVENTS, string='Trigger Event', required=True,
-    )
-    mail_template_id = fields.Many2one(
-        'mail.template', string='Email Template',
-        help='The Odoo mail template used to render and send the email.',
-    )
-    active = fields.Boolean(string='Active', default=True)
-    attach_coc = fields.Boolean(string='Attach CoC')
-    attach_thickness_report = fields.Boolean(string='Attach Thickness Report')
-    attach_invoice = fields.Boolean(string='Attach Invoice')
-    attach_packing_list = fields.Boolean(string='Attach Packing List')
-    attach_pod = fields.Boolean(string='Attach Proof of Delivery')
-    cc_internal_ids = fields.Many2many(
-        'res.users', 'fp_notification_template_cc_rel',
-        'template_id', 'user_id', string='CC (Internal)',
-    )
-
-    _sql_constraints = [
-        ('fp_notification_trigger_uniq', 'unique(trigger_event)',
-         'Only one notification template per trigger event.'),
-    ]

fusion-plating/fusion_plating_notifications/models/fp_receiving.py

@@ -1,52 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Plating product family.
-
-import logging
-
-from odoo import models
-
-_logger = logging.getLogger(__name__)
-
-
-class FpReceiving(models.Model):
-    _inherit = 'fp.receiving'
-
-    def action_accept(self):
-        res = super().action_accept()
-        for rec in self:
-            self._send_fp_notification(
-                'parts_received', rec, rec.partner_id,
-                sale_order=rec.sale_order_id,
-            )
-        return res
-
-    def _send_fp_notification(self, trigger_event, record, partner, sale_order=None):
-        """Send a notification email and log it."""
-        template = self.env['fp.notification.template'].search(
-            [('trigger_event', '=', trigger_event), ('active', '=', True)], limit=1,
-        )
-        if not template or not template.mail_template_id:
-            return
-        try:
-            template.mail_template_id.send_mail(record.id, force_send=False)
-            self.env['fp.notification.log'].create({
-                'template_id': template.id,
-                'trigger_event': trigger_event,
-                'sale_order_id': sale_order.id if sale_order else False,
-                'partner_id': partner.id if partner else False,
-                'recipient_email': partner.email if partner else '',
-                'status': 'sent',
-            })
-        except Exception as e:
-            _logger.warning('FP notification failed (%s): %s', trigger_event, e)
-            self.env['fp.notification.log'].create({
-                'template_id': template.id,
-                'trigger_event': trigger_event,
-                'sale_order_id': sale_order.id if sale_order else False,
-                'partner_id': partner.id if partner else False,
-                'recipient_email': partner.email if partner else '',
-                'status': 'failed',
-                'error_message': str(e),
-            })

fusion-plating/fusion_plating_notifications/models/sale_order.py

@@ -1,51 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Plating product family.
-
-import logging
-
-from odoo import models
-
-_logger = logging.getLogger(__name__)
-
-
-class SaleOrder(models.Model):
-    _inherit = 'sale.order'
-
-    def action_confirm(self):
-        res = super().action_confirm()
-        for order in self:
-            self._send_fp_notification(
-                'so_confirmed', order, order.partner_id, sale_order=order,
-            )
-        return res
-
-    def _send_fp_notification(self, trigger_event, record, partner, sale_order=None):
-        """Send a notification email and log it."""
-        template = self.env['fp.notification.template'].search(
-            [('trigger_event', '=', trigger_event), ('active', '=', True)], limit=1,
-        )
-        if not template or not template.mail_template_id:
-            return
-        try:
-            template.mail_template_id.send_mail(record.id, force_send=False)
-            self.env['fp.notification.log'].create({
-                'template_id': template.id,
-                'trigger_event': trigger_event,
-                'sale_order_id': sale_order.id if sale_order else False,
-                'partner_id': partner.id if partner else False,
-                'recipient_email': partner.email if partner else '',
-                'status': 'sent',
-            })
-        except Exception as e:
-            _logger.warning('FP notification failed (%s): %s', trigger_event, e)
-            self.env['fp.notification.log'].create({
-                'template_id': template.id,
-                'trigger_event': trigger_event,
-                'sale_order_id': sale_order.id if sale_order else False,
-                'partner_id': partner.id if partner else False,
-                'recipient_email': partner.email if partner else '',
-                'status': 'failed',
-                'error_message': str(e),
-            })

fusion-plating/fusion_plating_portal/__init__.py

@@ -1,7 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Plating product family.
-
-from . import controllers
-from . import models

fusion-plating/fusion_plating_reports/report/report_actions.xml

@@ -1,205 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<!--
-    Copyright 2026 Nexa Systems Inc.
-    License OPL-1 (Odoo Proprietary License v1.0)
-    Part of the Fusion Plating product family.
-    Paper format + report actions for all Fusion Plating reports.
--->
-<odoo>
-    <!-- ============================================================= -->
-    <!-- Landscape Paper Format                                         -->
-    <!-- ============================================================= -->
-    <record id="paperformat_fp_a4_landscape" model="report.paperformat">
-        <field name="name">A4 Landscape (Fusion Plating)</field>
-        <field name="default" eval="False"/>
-        <field name="format">A4</field>
-        <field name="orientation">Landscape</field>
-        <field name="margin_top">20</field>
-        <field name="margin_bottom">20</field>
-        <field name="margin_left">7</field>
-        <field name="margin_right">7</field>
-        <field name="header_line" eval="False"/>
-        <field name="header_spacing">20</field>
-        <field name="dpi">90</field>
-    </record>
-
-    <!-- ============================================================= -->
-    <!-- 1. Certificate of Conformance (Portal Job)                     -->
-    <!-- ============================================================= -->
-    <record id="action_report_coc" model="ir.actions.report">
-        <field name="name">Certificate of Conformance</field>
-        <field name="model">fusion.plating.portal.job</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_plating_reports.report_coc</field>
-        <field name="report_file">fusion_plating_reports.report_coc</field>
-        <field name="print_report_name">'CoC - %s' % object.name</field>
-        <field name="binding_model_id" ref="fusion_plating_portal.model_fusion_plating_portal_job"/>
-        <field name="binding_type">report</field>
-        <field name="paperformat_id" ref="paperformat_fp_a4_landscape"/>
-    </record>
-
-    <!-- ============================================================= -->
-    <!-- 2. Non-Conformance Report                                      -->
-    <!-- ============================================================= -->
-    <record id="action_report_ncr" model="ir.actions.report">
-        <field name="name">Non-Conformance Report</field>
-        <field name="model">fusion.plating.ncr</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_plating_reports.report_ncr</field>
-        <field name="report_file">fusion_plating_reports.report_ncr</field>
-        <field name="print_report_name">'NCR - %s' % object.name</field>
-        <field name="binding_model_id" ref="fusion_plating_quality.model_fusion_plating_ncr"/>
-        <field name="binding_type">report</field>
-        <field name="paperformat_id" ref="paperformat_fp_a4_landscape"/>
-    </record>
-
-    <!-- ============================================================= -->
-    <!-- 3. Corrective / Preventive Action                              -->
-    <!-- ============================================================= -->
-    <record id="action_report_capa" model="ir.actions.report">
-        <field name="name">CAPA Report</field>
-        <field name="model">fusion.plating.capa</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_plating_reports.report_capa</field>
-        <field name="report_file">fusion_plating_reports.report_capa</field>
-        <field name="print_report_name">'CAPA - %s' % object.name</field>
-        <field name="binding_model_id" ref="fusion_plating_quality.model_fusion_plating_capa"/>
-        <field name="binding_type">report</field>
-        <field name="paperformat_id" ref="paperformat_fp_a4_landscape"/>
-    </record>
-
-    <!-- ============================================================= -->
-    <!-- 4. Bath Chemistry Log                                          -->
-    <!-- ============================================================= -->
-    <record id="action_report_bath_log" model="ir.actions.report">
-        <field name="name">Bath Chemistry Log</field>
-        <field name="model">fusion.plating.bath.log</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_plating_reports.report_bath_chemistry_log</field>
-        <field name="report_file">fusion_plating_reports.report_bath_chemistry_log</field>
-        <field name="print_report_name">'Bath Log - %s' % object.name</field>
-        <field name="binding_model_id" ref="fusion_plating.model_fusion_plating_bath_log"/>
-        <field name="binding_type">report</field>
-        <field name="paperformat_id" ref="paperformat_fp_a4_landscape"/>
-    </record>
-
-    <!-- ============================================================= -->
-    <!-- 5. Calibration Certificate                                     -->
-    <!-- ============================================================= -->
-    <record id="action_report_calibration" model="ir.actions.report">
-        <field name="name">Calibration Certificate</field>
-        <field name="model">fusion.plating.calibration.equipment</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_plating_reports.report_calibration_cert</field>
-        <field name="report_file">fusion_plating_reports.report_calibration_cert</field>
-        <field name="print_report_name">'Calibration - %s' % object.code</field>
-        <field name="binding_model_id" ref="fusion_plating_quality.model_fusion_plating_calibration_equipment"/>
-        <field name="binding_type">report</field>
-        <field name="paperformat_id" ref="paperformat_fp_a4_landscape"/>
-    </record>
-
-    <!-- ============================================================= -->
-    <!-- 6. First Article Inspection Report                             -->
-    <!-- ============================================================= -->
-    <record id="action_report_fair" model="ir.actions.report">
-        <field name="name">FAIR Report</field>
-        <field name="model">fusion.plating.fair</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_plating_reports.report_fair</field>
-        <field name="report_file">fusion_plating_reports.report_fair</field>
-        <field name="print_report_name">'FAIR - %s' % object.name</field>
-        <field name="binding_model_id" ref="fusion_plating_quality.model_fusion_plating_fair"/>
-        <field name="binding_type">report</field>
-        <field name="paperformat_id" ref="paperformat_fp_a4_landscape"/>
-    </record>
-
-    <!-- ============================================================= -->
-    <!-- 7. Audit Report                                                -->
-    <!-- ============================================================= -->
-    <record id="action_report_audit" model="ir.actions.report">
-        <field name="name">Audit Report</field>
-        <field name="model">fusion.plating.audit</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_plating_reports.report_audit</field>
-        <field name="report_file">fusion_plating_reports.report_audit</field>
-        <field name="print_report_name">'Audit - %s' % object.name</field>
-        <field name="binding_model_id" ref="fusion_plating_quality.model_fusion_plating_audit"/>
-        <field name="binding_type">report</field>
-        <field name="paperformat_id" ref="paperformat_fp_a4_landscape"/>
-    </record>
-
-    <!-- ============================================================= -->
-    <!-- 8. Incident Report                                             -->
-    <!-- ============================================================= -->
-    <record id="action_report_incident" model="ir.actions.report">
-        <field name="name">Incident Report</field>
-        <field name="model">fusion.plating.incident</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_plating_reports.report_incident</field>
-        <field name="report_file">fusion_plating_reports.report_incident</field>
-        <field name="print_report_name">'Incident - %s' % object.name</field>
-        <field name="binding_model_id" ref="fusion_plating_safety.model_fusion_plating_incident"/>
-        <field name="binding_type">report</field>
-        <field name="paperformat_id" ref="paperformat_fp_a4_landscape"/>
-    </record>
-
-    <!-- ============================================================= -->
-    <!-- 9. Spill Register                                              -->
-    <!-- ============================================================= -->
-    <record id="action_report_spill" model="ir.actions.report">
-        <field name="name">Spill Report</field>
-        <field name="model">fusion.plating.spill.register</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_plating_reports.report_spill</field>
-        <field name="report_file">fusion_plating_reports.report_spill</field>
-        <field name="print_report_name">'Spill - %s' % object.name</field>
-        <field name="binding_model_id" ref="fusion_plating_compliance.model_fusion_plating_spill_register"/>
-        <field name="binding_type">report</field>
-        <field name="paperformat_id" ref="paperformat_fp_a4_landscape"/>
-    </record>
-
-    <!-- ============================================================= -->
-    <!-- 10. Waste Manifest                                             -->
-    <!-- ============================================================= -->
-    <record id="action_report_waste_manifest" model="ir.actions.report">
-        <field name="name">Waste Manifest</field>
-        <field name="model">fusion.plating.waste.manifest</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_plating_reports.report_waste_manifest</field>
-        <field name="report_file">fusion_plating_reports.report_waste_manifest</field>
-        <field name="print_report_name">'Waste Manifest - %s' % object.name</field>
-        <field name="binding_model_id" ref="fusion_plating_compliance.model_fusion_plating_waste_manifest"/>
-        <field name="binding_type">report</field>
-        <field name="paperformat_id" ref="paperformat_fp_a4_landscape"/>
-    </record>
-
-    <!-- ============================================================= -->
-    <!-- 11. Discharge Sample                                           -->
-    <!-- ============================================================= -->
-    <record id="action_report_discharge_sample" model="ir.actions.report">
-        <field name="name">Discharge Sample Report</field>
-        <field name="model">fusion.plating.discharge.sample</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_plating_reports.report_discharge_sample</field>
-        <field name="report_file">fusion_plating_reports.report_discharge_sample</field>
-        <field name="print_report_name">'Discharge - %s' % object.name</field>
-        <field name="binding_model_id" ref="fusion_plating_compliance.model_fusion_plating_discharge_sample"/>
-        <field name="binding_type">report</field>
-        <field name="paperformat_id" ref="paperformat_fp_a4_landscape"/>
-    </record>
-
-    <!-- ============================================================= -->
-    <!-- 12. Work Order Margin Report                                   -->
-    <!-- ============================================================= -->
-    <record id="action_report_wo_margin" model="ir.actions.report">
-        <field name="name">Work Order Margin Report</field>
-        <field name="model">mrp.production</field>
-        <field name="report_type">qweb-pdf</field>
-        <field name="report_name">fusion_plating_reports.report_wo_margin</field>
-        <field name="report_file">fusion_plating_reports.report_wo_margin</field>
-        <field name="print_report_name">'Margin Report - %s' % object.name</field>
-        <field name="binding_model_id" ref="mrp.model_mrp_production"/>
-        <field name="binding_type">report</field>
-        <field name="paperformat_id" ref="paperformat_fp_a4_landscape"/>
-    </record>
-</odoo>

fusion-plating/fusion_plating_reports/report/report_base_styles.xml

@@ -1,33 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<!--
-    Copyright 2026 Nexa Systems Inc.
-    License OPL-1 (Odoo Proprietary License v1.0)
-    Part of the Fusion Plating product family.
-    Shared landscape CSS for all Fusion Plating reports.
--->
-<odoo>
-    <template id="fp_landscape_styles">
-        <style>
-            .fp-landscape { font-family: Arial, sans-serif; font-size: 11pt; }
-            .fp-landscape table { width: 100%; border-collapse: collapse; margin-bottom: 12px; }
-            .fp-landscape table.bordered, .fp-landscape table.bordered th, .fp-landscape table.bordered td { border: 1px solid #000; }
-            .fp-landscape th { background-color: #0066a1; color: white; padding: 8px 10px; font-weight: bold; font-size: 10pt; }
-            .fp-landscape td { padding: 6px 8px; vertical-align: top; font-size: 10pt; }
-            .fp-landscape .text-center { text-align: center; }
-            .fp-landscape .text-end { text-align: right; }
-            .fp-landscape .text-start { text-align: left; }
-            .fp-landscape .adp-bg { background-color: #e3f2fd; }
-            .fp-landscape .client-bg { background-color: #fff3e0; }
-            .fp-landscape .section-row { background-color: #f0f0f0; font-weight: bold; }
-            .fp-landscape .note-row { font-style: italic; }
-            .fp-landscape h2 { color: #0066a1; margin: 10px 0; font-size: 18pt; }
-            .fp-landscape .info-table td { padding: 8px 12px; font-size: 11pt; }
-            .fp-landscape .info-table th { background-color: #f5f5f5; color: #333; font-size: 10pt; padding: 6px 12px; }
-            .fp-landscape .totals-table { border: 1px solid #000; }
-            .fp-landscape .totals-table td { border: 1px solid #000; padding: 8px 12px; font-size: 11pt; }
-            .fp-landscape .status-ok { color: #2e7d32; font-weight: bold; }
-            .fp-landscape .status-warning { color: #f57f17; font-weight: bold; }
-            .fp-landscape .status-fail { color: #c62828; font-weight: bold; }
-        </style>
-    </template>
-</odoo>

fusion-plating/fusion_plating_reports/report/report_coc.xml

@@ -1,114 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<!--
-    Copyright 2026 Nexa Systems Inc.
-    License OPL-1 (Odoo Proprietary License v1.0)
-    Certificate of Conformance — Portal Job
--->
-<odoo>
-    <template id="report_coc">
-        <t t-call="web.html_container">
-            <t t-foreach="docs" t-as="doc">
-                <t t-call="web.external_layout">
-                    <t t-call="fusion_plating_reports.fp_landscape_styles"/>
-                    <div class="fp-landscape">
-                        <div class="page">
-                            <h2 style="text-align: left;">
-                                Certificate of Conformance
-                                <span t-field="doc.name"/>
-                            </h2>
-
-                            <!-- Job Info -->
-                            <table class="bordered info-table">
-                                <thead><tr>
-                                    <th>JOB REF</th>
-                                    <th>CUSTOMER</th>
-                                    <th>QUANTITY</th>
-                                    <th>RECEIVED</th>
-                                    <th>SHIP DATE</th>
-                                    <th>TRACKING REF</th>
-                                    <th>STATUS</th>
-                                </tr></thead>
-                                <tbody><tr>
-                                    <td class="text-center"><span t-field="doc.name"/></td>
-                                    <td><span t-field="doc.partner_id"/></td>
-                                    <td class="text-center"><span t-field="doc.quantity"/></td>
-                                    <td class="text-center"><span t-field="doc.received_date" t-options="{'widget': 'date'}"/></td>
-                                    <td class="text-center"><span t-field="doc.actual_ship_date" t-options="{'widget': 'date'}"/></td>
-                                    <td class="text-center"><span t-field="doc.tracking_ref"/></td>
-                                    <td class="text-center"><span t-field="doc.state"/></td>
-                                </tr></tbody>
-                            </table>
-
-                            <!-- Customer Address -->
-                            <table class="bordered">
-                                <thead><tr>
-                                    <th colspan="2">CUSTOMER DETAILS</th>
-                                </tr></thead>
-                                <tbody>
-                                    <tr>
-                                        <td style="width:30%; font-weight:bold;">Name</td>
-                                        <td><span t-field="doc.partner_id.name"/></td>
-                                    </tr>
-                                    <tr>
-                                        <td style="font-weight:bold;">Address</td>
-                                        <td>
-                                            <span t-field="doc.partner_id" t-options="{'widget': 'contact', 'fields': ['address'], 'no_marker': True}"/>
-                                        </td>
-                                    </tr>
-                                </tbody>
-                            </table>
-
-                            <!-- Processes -->
-                            <table class="bordered" t-if="doc.process_type_ids">
-                                <thead><tr>
-                                    <th>PROCESSES APPLIED</th>
-                                </tr></thead>
-                                <tbody><tr>
-                                    <td>
-                                        <t t-foreach="doc.process_type_ids" t-as="pt">
-                                            <span t-out="pt.name"/>
-                                            <t t-if="not pt_last">, </t>
-                                        </t>
-                                    </td>
-                                </tr></tbody>
-                            </table>
-
-                            <!-- Certification Statement -->
-                            <table class="bordered">
-                                <tr class="section-row"><td>CERTIFICATION</td></tr>
-                                <tr><td style="padding: 16px 12px; font-size: 11pt;">
-                                    This certifies that the above items were processed in accordance
-                                    with applicable specifications and meet all requirements as stated
-                                    in the purchase order. All work was performed in compliance with
-                                    the quality management system.
-                                </td></tr>
-                            </table>
-
-                            <!-- Notes -->
-                            <t t-if="doc.notes">
-                                <table class="bordered">
-                                    <tr class="section-row"><td>NOTES</td></tr>
-                                    <tr><td><t t-out="doc.notes"/></td></tr>
-                                </table>
-                            </t>
-
-                            <!-- Signature Block -->
-                            <table class="bordered" style="margin-top: 30px;">
-                                <tbody>
-                                    <tr>
-                                        <td style="width:50%; height: 60px; vertical-align: bottom; font-weight: bold;">
-                                            Quality Manager Signature: ___________________________
-                                        </td>
-                                        <td style="width:50%; height: 60px; vertical-align: bottom; font-weight: bold;">
-                                            Date: ___________________________
-                                        </td>
-                                    </tr>
-                                </tbody>
-                            </table>
-                        </div>
-                    </div>
-                </t>
-            </t>
-        </t>
-    </template>
-</odoo>

fusion-plating/fusion_plating_shopfloor/static/src/js/shopfloor_tablet.js

@@ -1,178 +0,0 @@
-/** @odoo-module **/
-// =============================================================================
-// Fusion Plating — Shop Floor Tablet (OWL backend client action)
-// Copyright 2026 Nexa Systems Inc.
-// License OPL-1 (Odoo Proprietary License v1.0)
-//
-// Odoo 19 conventions:
-//   * Backend OWL component using `static template` + `static props = []`
-//     (note: empty array, NOT empty object).
-//   * RPC via standalone `rpc()` from @web/core/network/rpc — NOT useService.
-//   * Registered under registry.category("actions") so the menu / record
-//     action can launch it as a client action ("fp_shopfloor_tablet").
-// =============================================================================
-
-import { Component, useState, onMounted, useRef } from "@odoo/owl";
-import { registry } from "@web/core/registry";
-import { rpc } from "@web/core/network/rpc";
-import { useService } from "@web/core/utils/hooks";
-
-export class ShopfloorTablet extends Component {
-    static template = "fusion_plating_shopfloor.ShopfloorTablet";
-    static props = ["*"];
-
-    setup() {
-        this.notification = useService("notification");
-        this.scanInput = useRef("scanInput");
-
-        this.state = useState({
-            scannedCode: "",
-            station: null,
-            currentTank: null,
-            currentBath: null,
-            currentJob: null,
-            queueRows: [],
-            message: "",
-            messageType: "info", // info | success | warning | danger
-            loading: false,
-        });
-
-        onMounted(async () => {
-            await this.refreshQueue();
-            if (this.scanInput.el) {
-                this.scanInput.el.focus();
-            }
-        });
-    }
-
-    // ----- Helpers --------------------------------------------------------
-    setMessage(text, type = "info") {
-        this.state.message = text;
-        this.state.messageType = type;
-    }
-
-    clearTargets() {
-        this.state.currentTank = null;
-        this.state.currentBath = null;
-        this.state.currentJob = null;
-    }
-
-    // ----- QR scan --------------------------------------------------------
-    async onScan() {
-        const code = (this.state.scannedCode || "").trim();
-        if (!code) {
-            return;
-        }
-        this.state.loading = true;
-        try {
-            const result = await rpc("/fp/shopfloor/scan", { qr_code: code });
-            if (!result || !result.ok) {
-                this.setMessage(
-                    (result && result.error) || "Unrecognised QR code",
-                    "danger",
-                );
-                this.state.loading = false;
-                return;
-            }
-            this.clearTargets();
-            switch (result.model) {
-                case "fusion.plating.tank":
-                    this.state.currentTank = result;
-                    this.setMessage(
-                        `Tank ${result.name} — ${result.queue_size} in queue`,
-                        "info",
-                    );
-                    break;
-                case "fusion.plating.bath":
-                    this.state.currentBath = result;
-                    this.setMessage(`Bath ${result.name}`, "info");
-                    break;
-                case "fusion.plating.bake.window":
-                    this.state.currentJob = result;
-                    this.setMessage(
-                        `Job ${result.name} — ${result.time_remaining || ""} remaining`,
-                        result.state === "missed_window" ? "danger" : "warning",
-                    );
-                    break;
-                case "fusion.plating.shopfloor.station":
-                    this.state.station = result;
-                    this.setMessage(
-                        `Station paired: ${result.name}`,
-                        "success",
-                    );
-                    break;
-                default:
-                    this.setMessage(`Scanned ${result.model}`, "info");
-            }
-        } catch (err) {
-            this.setMessage(`Scan error: ${err.message || err}`, "danger");
-        } finally {
-            this.state.scannedCode = "";
-            this.state.loading = false;
-            if (this.scanInput.el) {
-                this.scanInput.el.focus();
-            }
-            await this.refreshQueue();
-        }
-    }
-
-    onScanKey(ev) {
-        if (ev.key === "Enter") {
-            this.onScan();
-        }
-    }
-
-    // ----- Bake controls --------------------------------------------------
-    async onStartBake() {
-        if (!this.state.currentJob) {
-            return;
-        }
-        try {
-            const res = await rpc("/fp/shopfloor/start_bake", {
-                bake_window_id: this.state.currentJob.id,
-            });
-            if (res && res.ok) {
-                this.setMessage("Bake started", "success");
-                this.state.currentJob.state = res.state;
-            }
-        } catch (err) {
-            this.setMessage(`Start bake failed: ${err.message || err}`, "danger");
-        }
-        await this.refreshQueue();
-    }
-
-    async onEndBake() {
-        if (!this.state.currentJob) {
-            return;
-        }
-        try {
-            const res = await rpc("/fp/shopfloor/end_bake", {
-                bake_window_id: this.state.currentJob.id,
-            });
-            if (res && res.ok) {
-                this.setMessage(
-                    `Bake complete — ${res.bake_duration_hours.toFixed(2)} h`,
-                    "success",
-                );
-                this.state.currentJob.state = res.state;
-            }
-        } catch (err) {
-            this.setMessage(`End bake failed: ${err.message || err}`, "danger");
-        }
-        await this.refreshQueue();
-    }
-
-    // ----- Queue ----------------------------------------------------------
-    async refreshQueue() {
-        try {
-            const res = await rpc("/fp/shopfloor/queue", {});
-            if (res && res.ok) {
-                this.state.queueRows = res.rows || [];
-            }
-        } catch (err) {
-            // Non-fatal: queue refresh shouldn't block scanning
-        }
-    }
-}
-
-registry.category("actions").add("fp_shopfloor_tablet", ShopfloorTablet);

fusion-plating/fusion_plating_shopfloor/static/src/scss/fusion_plating_shopfloor.scss

@@ -1,280 +0,0 @@
-// =============================================================================
-// Fusion Plating — Shop Floor backend / tablet styles
-// Copyright 2026 Nexa Systems Inc.
-// License OPL-1 (Odoo Proprietary License v1.0)
-//
-// THEME AWARENESS
-// ---------------
-// All colours come from CSS custom properties (Bootstrap / Odoo tokens) so
-// the tablet view renders correctly in BOTH light and dark mode without any
-// duplication or media queries. Status tints use color-mix() against the
-// theme token so green/yellow/red adapt to the surface.
-//
-//   background:  var(--bs-body-bg)
-//   surface:     var(--o-view-background-color)
-//   foreground:  var(--bs-body-color)
-//   muted text:  var(--bs-secondary-color)
-//   border:      var(--bs-border-color)
-//   primary:     var(--o-action)
-// =============================================================================
-
-
-// -----------------------------------------------------------------------------
-// Local mixin — semantic tint that respects light/dark mode
-// -----------------------------------------------------------------------------
-@mixin fp-shop-tint($color-var, $amount: 14%) {
-    background-color: color-mix(in srgb, var(#{$color-var}) #{$amount}, transparent);
-    color: var(#{$color-var});
-    border: 1px solid color-mix(in srgb, var(#{$color-var}) 35%, transparent);
-}
-
-
-// -----------------------------------------------------------------------------
-// Tablet root container — large touch targets, generous whitespace
-// -----------------------------------------------------------------------------
-.o_fp_tablet {
-    background-color: var(--o-view-background-color, var(--bs-body-bg));
-    color: var(--bs-body-color);
-    min-height: 100%;
-    padding: 24px;
-    font-size: 1.1rem;
-    display: flex;
-    flex-direction: column;
-    gap: 18px;
-
-    .o_fp_tablet_header {
-        display: flex;
-        align-items: baseline;
-        justify-content: space-between;
-        flex-wrap: wrap;
-        gap: 12px;
-        padding-bottom: 12px;
-        border-bottom: 1px solid var(--bs-border-color);
-    }
-
-    .o_fp_tablet_title {
-        font-size: 1.6rem;
-        font-weight: 600;
-        color: var(--bs-body-color);
-    }
-
-    .o_fp_tablet_station {
-        color: var(--bs-secondary-color);
-        font-size: 1rem;
-    }
-
-    .o_fp_tablet_scan_row {
-        display: flex;
-        gap: 12px;
-        align-items: stretch;
-    }
-
-    .o_fp_tablet_message {
-        padding: 14px 18px;
-        border-radius: 10px;
-        font-size: 1.1rem;
-        line-height: 1.4;
-
-        &.o_fp_msg_info { @include fp-shop-tint(--bs-info); }
-        &.o_fp_msg_success { @include fp-shop-tint(--bs-success); }
-        &.o_fp_msg_warning { @include fp-shop-tint(--bs-warning); }
-        &.o_fp_msg_danger { @include fp-shop-tint(--bs-danger); }
-    }
-
-    .o_fp_tablet_grid {
-        display: grid;
-        grid-template-columns: repeat(auto-fit, minmax(280px, 1fr));
-        gap: 16px;
-    }
-
-    .o_fp_tablet_queue {
-        background-color: var(--o-view-background-color, var(--bs-body-bg));
-        border: 1px solid var(--bs-border-color);
-        border-radius: 12px;
-        padding: 16px 18px;
-
-        .o_fp_tablet_queue_title {
-            font-size: 1.2rem;
-            font-weight: 600;
-            color: var(--bs-body-color);
-            margin-bottom: 10px;
-            padding-bottom: 8px;
-            border-bottom: 1px dashed var(--bs-border-color);
-        }
-
-        .o_fp_tablet_queue_list {
-            list-style: none;
-            margin: 0;
-            padding: 0;
-            display: flex;
-            flex-direction: column;
-            gap: 10px;
-        }
-
-        .o_fp_tablet_queue_item {
-            background-color: color-mix(in srgb, var(--bs-body-color) 4%, transparent);
-            border: 1px solid var(--bs-border-color);
-            border-radius: 8px;
-            padding: 10px 14px;
-
-            .o_fp_tablet_queue_label {
-                color: var(--bs-body-color);
-            }
-
-            .o_fp_tablet_queue_desc {
-                color: var(--bs-secondary-color);
-                font-size: 0.95rem;
-            }
-        }
-    }
-}
-
-
-// -----------------------------------------------------------------------------
-// Large card surface used for tank / bath info on the tablet
-// -----------------------------------------------------------------------------
-.o_fp_tablet_card {
-    background-color: var(--o-view-background-color, var(--bs-body-bg));
-    color: var(--bs-body-color);
-    border: 1px solid var(--bs-border-color);
-    border-radius: 12px;
-    padding: 18px 20px;
-    min-height: 140px;
-    transition: border-color 120ms ease, box-shadow 120ms ease;
-
-    &:hover {
-        border-color: color-mix(in srgb, var(--o-action) 50%, var(--bs-border-color));
-        box-shadow: 0 2px 10px color-mix(in srgb, var(--bs-body-color) 8%, transparent);
-    }
-
-    .o_fp_tablet_card_label {
-        font-size: 0.85rem;
-        font-weight: 500;
-        text-transform: uppercase;
-        letter-spacing: 0.05em;
-        color: var(--bs-secondary-color);
-        margin-bottom: 6px;
-    }
-
-    .o_fp_tablet_card_value {
-        font-size: 1.6rem;
-        font-weight: 600;
-        color: var(--bs-body-color);
-        margin-bottom: 6px;
-        line-height: 1.1;
-    }
-
-    .o_fp_tablet_card_meta {
-        font-size: 0.95rem;
-        color: var(--bs-secondary-color);
-    }
-}
-
-
-// -----------------------------------------------------------------------------
-// Bake window card — colour shifts with state
-// -----------------------------------------------------------------------------
-.o_fp_bake_window_card {
-    background-color: var(--o-view-background-color, var(--bs-body-bg));
-    color: var(--bs-body-color);
-    border: 1px solid var(--bs-border-color);
-    border-left-width: 6px;
-    border-radius: 12px;
-    padding: 18px 20px;
-    min-height: 160px;
-
-    .o_fp_tablet_card_label {
-        font-size: 0.85rem;
-        font-weight: 500;
-        text-transform: uppercase;
-        letter-spacing: 0.05em;
-        color: var(--bs-secondary-color);
-        margin-bottom: 6px;
-    }
-    .o_fp_tablet_card_value {
-        font-size: 1.6rem;
-        font-weight: 600;
-        line-height: 1.1;
-    }
-    .o_fp_tablet_card_meta {
-        font-size: 0.95rem;
-        color: var(--bs-secondary-color);
-    }
-    .o_fp_tablet_card_actions {
-        display: flex;
-        gap: 10px;
-        margin-top: 12px;
-    }
-
-    &[data-status="awaiting_bake"] {
-        border-left-color: var(--bs-warning);
-        background-color: color-mix(in srgb, var(--bs-warning) 6%, var(--o-view-background-color, var(--bs-body-bg)));
-    }
-    &[data-status="bake_in_progress"] {
-        border-left-color: var(--bs-info, var(--o-action));
-        background-color: color-mix(in srgb, var(--bs-info, var(--o-action)) 6%, var(--o-view-background-color, var(--bs-body-bg)));
-    }
-    &[data-status="baked"] {
-        border-left-color: var(--bs-success);
-        background-color: color-mix(in srgb, var(--bs-success) 6%, var(--o-view-background-color, var(--bs-body-bg)));
-    }
-    &[data-status="missed_window"],
-    &[data-status="scrapped"] {
-        border-left-color: var(--bs-danger);
-        background-color: color-mix(in srgb, var(--bs-danger) 8%, var(--o-view-background-color, var(--bs-body-bg)));
-    }
-}
-
-
-// -----------------------------------------------------------------------------
-// Large QR scan input — friendly to tablet keyboards / wedge scanners
-// -----------------------------------------------------------------------------
-.o_fp_scan_input {
-    flex: 1 1 auto;
-    min-height: 56px;
-    padding: 12px 18px;
-    font-size: 1.3rem;
-    border: 2px solid var(--bs-border-color);
-    border-radius: 10px;
-    background-color: var(--bs-body-bg);
-    color: var(--bs-body-color);
-
-    &:focus {
-        outline: none;
-        border-color: var(--o-action);
-        box-shadow: 0 0 0 3px color-mix(in srgb, var(--o-action) 25%, transparent);
-    }
-
-    &::placeholder {
-        color: var(--bs-secondary-color);
-    }
-}
-
-
-// -----------------------------------------------------------------------------
-// Big touch-friendly action button
-// -----------------------------------------------------------------------------
-.o_fp_big_button {
-    min-height: 56px;
-    min-width: 120px;
-    padding: 12px 24px;
-    font-size: 1.1rem;
-    font-weight: 500;
-    border-radius: 10px;
-    border: 1px solid var(--o-action);
-    background-color: var(--o-action);
-    color: var(--o-we-text-on-action, #fff);
-    cursor: pointer;
-    transition: filter 120ms ease, transform 80ms ease;
-
-    &:hover:not(:disabled) {
-        filter: brightness(1.05);
-    }
-    &:active:not(:disabled) {
-        transform: translateY(1px);
-    }
-    &:disabled {
-        opacity: 0.6;
-        cursor: not-allowed;
-    }
-}

fusion-plating/fusion_plating_shopfloor/static/src/scss/plant_overview.scss

@@ -1,441 +0,0 @@
-// =============================================================================
-// Fusion Plating — Plant Overview Dashboard
-// Copyright 2026 Nexa Systems Inc.
-// License OPL-1 (Odoo Proprietary License v1.0)
-//
-// THEME AWARENESS
-// ---------------
-// All colours come from CSS custom properties (Bootstrap / Odoo tokens) so
-// the dashboard renders correctly in BOTH light and dark mode.
-//
-//   background:  var(--bs-body-bg)
-//   surface:     var(--o-view-background-color)
-//   foreground:  var(--bs-body-color)
-//   muted text:  var(--bs-secondary-color)
-//   border:      var(--bs-border-color)
-//   primary:     var(--o-action)
-// =============================================================================
-
-.o_fp_plant_overview {
-    display: flex;
-    flex-direction: column;
-    height: 100%;
-    min-height: 0;
-    background: var(--o-view-background-color, var(--bs-body-bg));
-    padding: 0;
-}
-
-// ---- Header -----------------------------------------------------------------
-
-.o_fp_po_header {
-    display: flex;
-    align-items: center;
-    justify-content: space-between;
-    flex-wrap: wrap;
-    gap: 12px;
-    padding: 16px 20px;
-    background: var(--bs-body-bg);
-    border-bottom: 1px solid var(--bs-border-color);
-    box-shadow: 0 1px 3px color-mix(in srgb, var(--bs-body-color) 6%, transparent);
-
-    .o_fp_po_header_left {
-        display: flex;
-        align-items: center;
-    }
-
-    .o_fp_po_title {
-        margin: 0;
-        font-size: 1.3rem;
-        font-weight: 700;
-        color: var(--bs-body-color);
-    }
-
-    .o_fp_po_refresh_ts {
-        font-size: 0.8rem;
-    }
-
-    .o_fp_po_header_right {
-        display: flex;
-        align-items: center;
-        gap: 10px;
-    }
-}
-
-// ---- Search -----------------------------------------------------------------
-
-.o_fp_po_search_box {
-    position: relative;
-    display: flex;
-    align-items: center;
-
-    .o_fp_po_search_icon {
-        position: absolute;
-        left: 10px;
-        color: var(--bs-secondary-color);
-        pointer-events: none;
-    }
-
-    .o_fp_po_search_input {
-        padding: 6px 32px 6px 32px;
-        border: 1px solid var(--bs-border-color);
-        border-radius: 6px;
-        font-size: 0.875rem;
-        width: 260px;
-        outline: none;
-        transition: border-color 0.15s;
-        background-color: var(--bs-body-bg);
-        color: var(--bs-body-color);
-
-        &:focus {
-            border-color: var(--o-action);
-            box-shadow: 0 0 0 0.2rem color-mix(in srgb, var(--o-action) 15%, transparent);
-        }
-    }
-
-    .o_fp_po_search_clear {
-        position: absolute;
-        right: 6px;
-        background: none;
-        border: none;
-        color: var(--bs-secondary-color);
-        cursor: pointer;
-        padding: 2px 6px;
-
-        &:hover {
-            color: var(--bs-body-color);
-        }
-    }
-}
-
-.o_fp_po_refresh_btn {
-    width: 36px;
-    height: 36px;
-    padding: 0;
-    display: flex;
-    align-items: center;
-    justify-content: center;
-    border-radius: 6px;
-}
-
-// ---- Columns container ------------------------------------------------------
-
-.o_fp_po_columns {
-    display: flex;
-    gap: 12px;
-    padding: 16px 20px;
-    overflow-x: auto;
-    flex: 1;
-    min-height: 0;
-    align-items: flex-start;
-}
-
-// ---- Single column (work centre) --------------------------------------------
-
-.o_fp_po_column {
-    flex: 0 0 280px;
-    min-width: 260px;
-    max-width: 320px;
-    display: flex;
-    flex-direction: column;
-    background: var(--bs-body-bg);
-    border-radius: 10px;
-    box-shadow: 0 1px 4px color-mix(in srgb, var(--bs-body-color) 8%, transparent);
-    max-height: calc(100vh - 140px);
-}
-
-.o_fp_po_col_header {
-    display: flex;
-    align-items: center;
-    justify-content: space-between;
-    padding: 12px 14px;
-    border-bottom: 2px solid var(--bs-border-color);
-    background: var(--bs-tertiary-bg);
-    border-radius: 10px 10px 0 0;
-
-    .o_fp_po_col_name {
-        font-weight: 700;
-        font-size: 0.9rem;
-        color: var(--bs-body-color);
-        text-transform: uppercase;
-        letter-spacing: 0.3px;
-    }
-
-    .o_fp_po_col_count {
-        background: var(--bs-secondary-color);
-        color: #fff;
-        font-size: 0.75rem;
-        min-width: 24px;
-        text-align: center;
-    }
-}
-
-.o_fp_po_col_body {
-    overflow-y: auto;
-    padding: 8px;
-    flex: 1;
-    transition: background-color 0.15s, border-color 0.15s;
-    border: 2px solid transparent;
-    border-radius: 0 0 10px 10px;
-
-    // Drop target highlight when dragging a card over this column
-    &.o_fp_drop_target {
-        background-color: color-mix(in srgb, var(--o-action) 8%, transparent);
-        border-color: color-mix(in srgb, var(--o-action) 40%, transparent);
-    }
-}
-
-// ---- Card -------------------------------------------------------------------
-
-.o_fp_po_card {
-    background: var(--bs-body-bg);
-    border-width: 1px;
-    border-style: solid;
-    border-color: $border-color;
-    border-radius: 8px;
-    padding: 10px 12px;
-    margin-bottom: 8px;
-    cursor: grab;
-    box-shadow: 0 1px 4px rgba(0, 0, 0, 0.08);
-    transition: box-shadow 0.15s, transform 0.1s, opacity 0.15s;
-
-    &:hover {
-        box-shadow: 0 3px 10px rgba(0, 0, 0, 0.15);
-        transform: translateY(-1px);
-        border-color: darken($border-color, 10%);
-    }
-
-    &:active {
-        cursor: grabbing;
-    }
-
-    &:last-child {
-        margin-bottom: 0;
-    }
-
-    // Dragging ghost state
-    &.o_fp_dragging {
-        opacity: 0.4;
-        border-style: dashed;
-        box-shadow: none;
-        transform: none;
-    }
-
-    // State variants
-    &.o_fp_card_progress {
-        border-left: 4px solid var(--bs-warning);
-    }
-    &.o_fp_card_ready {
-        border-left: 4px solid var(--bs-primary);
-    }
-    &.o_fp_card_done {
-        border-left: 4px solid var(--bs-success);
-        opacity: 0.75;
-    }
-    &.o_fp_card_pending {
-        border-left: 4px solid var(--bs-warning);
-    }
-}
-
-// ---- Card top row (image + title + step badge) --------------------------------
-
-.o_fp_po_card_top {
-    display: flex;
-    align-items: center;
-    gap: 8px;
-    margin-bottom: 4px;
-}
-
-.o_fp_po_card_img {
-    width: 32px;
-    height: 32px;
-    border-radius: 4px;
-    object-fit: cover;
-    flex-shrink: 0;
-}
-
-.o_fp_po_card_img_placeholder {
-    width: 32px;
-    height: 32px;
-    border-radius: 4px;
-    background: var(--bs-tertiary-bg);
-    display: flex;
-    align-items: center;
-    justify-content: center;
-    flex-shrink: 0;
-    color: var(--bs-secondary-color);
-    font-size: 14px;
-}
-
-.o_fp_po_card_title {
-    flex: 1;
-    min-width: 0;
-    font-size: 0.9rem;
-    color: var(--bs-body-color);
-    overflow: hidden;
-    text-overflow: ellipsis;
-    white-space: nowrap;
-}
-
-.o_fp_po_card_step_badge {
-    width: 24px;
-    height: 24px;
-    border-radius: 50%;
-    background: var(--bs-info);
-    color: #fff;
-    font-size: 0.7rem;
-    font-weight: bold;
-    display: flex;
-    align-items: center;
-    justify-content: center;
-    flex-shrink: 0;
-}
-
-// ---- Priority card borders ---------------------------------------------------
-
-.o_fp_po_card_hot {
-    border-left: 4px solid var(--bs-danger) !important;
-    background: color-mix(in srgb, var(--bs-danger) 8%, var(--bs-body-bg));
-}
-
-.o_fp_po_card_urgent {
-    border-left: 4px solid var(--bs-warning) !important;
-    background: color-mix(in srgb, var(--bs-warning) 8%, var(--bs-body-bg));
-}
-
-// ---- Product name and step display -------------------------------------------
-
-.o_fp_po_card_product {
-    margin-bottom: 4px;
-}
-
-.o_fp_po_card_step {
-    margin-bottom: 4px;
-}
-
-.o_fp_po_card_customer {
-    font-size: 0.9rem;
-    margin-bottom: 2px;
-    color: var(--bs-body-color);
-}
-
-.o_fp_po_card_refs {
-    font-size: 0.8rem;
-    color: var(--bs-secondary-color);
-    margin-bottom: 6px;
-}
-
-// ---- Parts progress bar -----------------------------------------------------
-
-.o_fp_po_card_parts {
-    margin-bottom: 6px;
-}
-
-.o_fp_po_parts_bar {
-    height: 6px;
-    background: var(--bs-tertiary-bg);
-    border-radius: 3px;
-    overflow: hidden;
-    margin-bottom: 2px;
-}
-
-.o_fp_po_parts_fill {
-    height: 100%;
-    background: var(--bs-warning);
-    border-radius: 3px;
-    transition: width 0.3s ease;
-}
-
-.o_fp_po_parts_label {
-    font-size: 0.75rem;
-    color: var(--bs-secondary-color);
-}
-
-.o_fp_po_card_last {
-    font-size: 0.75rem;
-    margin-bottom: 6px;
-}
-
-// ---- Tags + date footer -----------------------------------------------------
-
-.o_fp_po_card_footer {
-    display: flex;
-    align-items: center;
-    justify-content: space-between;
-    gap: 6px;
-    flex-wrap: wrap;
-}
-
-.o_fp_po_card_tags {
-    display: flex;
-    flex-wrap: wrap;
-    gap: 4px;
-}
-
-.o_fp_po_tag {
-    display: inline-block;
-    font-size: 0.65rem;
-    font-weight: 700;
-    text-transform: uppercase;
-    letter-spacing: 0.4px;
-    padding: 2px 6px;
-    border-radius: 4px;
-    line-height: 1.4;
-
-    &.o_fp_tag_hot {
-        background: var(--bs-danger);
-        color: #fff;
-    }
-    &.o_fp_tag_priority {
-        background: var(--bs-success);
-        color: #fff;
-    }
-    &.o_fp_tag_attention {
-        background: var(--bs-warning);
-        color: var(--bs-body-color);
-    }
-    &.o_fp_tag_default {
-        background: var(--bs-tertiary-bg);
-        color: var(--bs-secondary-color);
-    }
-}
-
-.o_fp_po_card_date {
-    font-size: 0.75rem;
-    font-weight: 600;
-    color: var(--bs-secondary-color);
-    background: var(--bs-tertiary-bg);
-    padding: 1px 6px;
-    border-radius: 4px;
-    white-space: nowrap;
-}
-
-// ---- Empty / no-cards -------------------------------------------------------
-
-.o_fp_po_no_cards {
-    font-size: 0.85rem;
-}
-
-// ---- Responsive -------------------------------------------------------------
-
-@media (max-width: 768px) {
-    .o_fp_po_columns {
-        flex-direction: column;
-        align-items: stretch;
-        padding: 12px;
-    }
-
-    .o_fp_po_column {
-        flex: 1 1 auto;
-        min-width: 100%;
-        max-width: 100%;
-        max-height: none;
-    }
-
-    .o_fp_po_search_input {
-        width: 180px !important;
-    }
-
-    .o_fp_po_header {
-        padding: 12px;
-    }
-}

fusion-plating/fusion_plating_shopfloor/static/src/xml/shopfloor_tablet.xml

@@ -1,115 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<!--
-    Copyright 2026 Nexa Systems Inc.
-    License OPL-1 (Odoo Proprietary License v1.0)
-    Part of the Fusion Plating product family.
--->
-<templates xml:space="preserve">
-
-    <t t-name="fusion_plating_shopfloor.ShopfloorTablet">
-        <div class="o_fp_tablet">
-            <div class="o_fp_tablet_header">
-                <div class="o_fp_tablet_title">Fusion Plating — Shop Floor</div>
-                <div class="o_fp_tablet_station" t-if="state.station">
-                    Station: <strong t-esc="state.station.name"/>
-                </div>
-            </div>
-
-            <div class="o_fp_tablet_scan_row">
-                <input
-                    type="text"
-                    class="o_fp_scan_input"
-                    placeholder="Scan QR code"
-                    t-ref="scanInput"
-                    t-model="state.scannedCode"
-                    t-on-keydown="onScanKey"
-                />
-                <button class="o_fp_big_button" t-on-click="onScan" t-att-disabled="state.loading">
-                    Scan
-                </button>
-            </div>
-
-            <div t-if="state.message" t-att-class="'o_fp_tablet_message o_fp_msg_' + state.messageType">
-                <span t-esc="state.message"/>
-            </div>
-
-            <div class="o_fp_tablet_grid">
-                <div class="o_fp_tablet_card" t-if="state.currentTank">
-                    <div class="o_fp_tablet_card_label">Tank</div>
-                    <div class="o_fp_tablet_card_value">
-                        <t t-esc="state.currentTank.name"/>
-                    </div>
-                    <div class="o_fp_tablet_card_meta">
-                        State: <t t-esc="state.currentTank.state"/>
-                    </div>
-                    <div class="o_fp_tablet_card_meta" t-if="state.currentTank.current_bath_name">
-                        Bath: <t t-esc="state.currentTank.current_bath_name"/>
-                    </div>
-                    <div class="o_fp_tablet_card_meta">
-                        Queue: <t t-esc="state.currentTank.queue_size"/>
-                    </div>
-                </div>
-
-                <div class="o_fp_tablet_card" t-if="state.currentBath">
-                    <div class="o_fp_tablet_card_label">Bath</div>
-                    <div class="o_fp_tablet_card_value">
-                        <t t-esc="state.currentBath.name"/>
-                    </div>
-                    <div class="o_fp_tablet_card_meta">
-                        State: <t t-esc="state.currentBath.state"/>
-                    </div>
-                    <div class="o_fp_tablet_card_meta" t-if="state.currentBath.tank_name">
-                        Tank: <t t-esc="state.currentBath.tank_name"/>
-                    </div>
-                </div>
-
-                <div class="o_fp_bake_window_card"
-                     t-if="state.currentJob"
-                     t-att-data-status="state.currentJob.state">
-                    <div class="o_fp_tablet_card_label">Bake Job</div>
-                    <div class="o_fp_tablet_card_value">
-                        <t t-esc="state.currentJob.name"/>
-                    </div>
-                    <div class="o_fp_tablet_card_meta">
-                        State: <t t-esc="state.currentJob.state"/>
-                    </div>
-                    <div class="o_fp_tablet_card_meta">
-                        Remaining: <t t-esc="state.currentJob.time_remaining"/>
-                    </div>
-                    <div class="o_fp_tablet_card_actions">
-                        <button class="o_fp_big_button"
-                                t-if="state.currentJob.state === 'awaiting_bake'"
-                                t-on-click="onStartBake">
-                            Start Bake
-                        </button>
-                        <button class="o_fp_big_button"
-                                t-if="state.currentJob.state === 'bake_in_progress'"
-                                t-on-click="onEndBake">
-                            End Bake
-                        </button>
-                    </div>
-                </div>
-            </div>
-
-            <div class="o_fp_tablet_queue">
-                <div class="o_fp_tablet_queue_title">Next Up</div>
-                <div t-if="!state.queueRows.length" class="text-muted">
-                    Queue is empty.
-                </div>
-                <ul class="o_fp_tablet_queue_list" t-if="state.queueRows.length">
-                    <t t-foreach="state.queueRows" t-as="row" t-key="row.id">
-                        <li class="o_fp_tablet_queue_item">
-                            <div class="o_fp_tablet_queue_label">
-                                <strong t-esc="row.label"/>
-                            </div>
-                            <div class="o_fp_tablet_queue_desc text-muted">
-                                <t t-esc="row.description"/>
-                            </div>
-                        </li>
-                    </t>
-                </ul>
-            </div>
-        </div>
-    </t>
-
-</templates>

fusion_accounting/docs/superpowers/specs/2026-04-18-fusion-accounting-enterprise-takeover-roadmap-design.md

@@ -0,0 +1,949 @@
+# Fusion Accounting — Enterprise Takeover Roadmap
+
+**Status:** Design (approved 2026-04-18)
+**Owner:** Nexa Systems Inc.
+**Target:** Odoo 19 Community + fusion_accounting becomes a feature-complete drop-in replacement for Odoo 19 Enterprise accounting (`account_accountant`, `account_reports`, `accountant`, `account_followup`, plus selected satellite modules) for clients deployed by Nexa Systems.
+
+---
+
+## 1. Context and Goals
+
+### 1.1 Current State
+
+`fusion_accounting` today is a thin AI co-pilot that depends on three Enterprise modules:
+
+```python
+'depends': ['account', 'account_accountant', 'account_reports', 'account_followup', 'mail']
+```
+
+It adds Claude/GPT-driven tool calling, a chat panel, a dashboard, an approval workflow, and rule-based automation on top of Odoo's accounting features. It does not own any core accounting capability — it orchestrates Enterprise's APIs.
+
+### 1.2 Business Driver
+
+Nexa Systems deploys Odoo to clients. The Enterprise subscription cost is a friction point. The goal is to deliver Enterprise-equivalent accounting capability on Odoo 19 Community via fusion_accounting, so clients can run on Community without losing core accounting features. fusion_accounting is **not** distributed publicly (no Odoo App Store listing); it ships only as part of a Nexa client engagement.
+
+### 1.3 Scope of "Takeover"
+
+The Enterprise modules being targeted, with verified file counts:
+
+| Enterprise Module | Files | Role | Targeted Phase |
+|---|---|---|---|
+| `account_accountant` | 232 | bank-rec widget, journal dashboard, fiscal year, auto-reconcile, deferred revenue/expense, signing | Phases 1, 3 |
+| `account_reports` | 618 | financial reports engine + 18 standard reports | Phase 2 |
+| `accountant` | 26 | menu root + glue | Phase 0 |
+| `account_followup` | 58 | customer payment reminders | Phase 5 |
+| `account_asset` | n/a | asset register, depreciation | Phase 6 |
+| `account_budget` | n/a | budgets vs actuals | Phase 6 |
+| `account_loans`, `account_3way_match`, `account_check_printing`, `account_batch_payment`, `account_iso20022`, `account_intrastat`, `account_saft`, `account_sepa_direct_debit`, `account_online_synchronization`, `account_edi_*` | n/a | various | Phase 7+ (per client need) |
+
+### 1.4 Existing Reference Material
+
+- `/Users/gurpreet/Github/Odoo-Modules/fusion_accounting/` — current AI module (will be reorganized in Phase 0)
+- `/Users/gurpreet/Github/Odoo-Modules/Work in Progress/fusion_accounting/` — abandoned earlier attempt; contains 461 files of code that a Feb 2026 audit (in that folder's `AUDIT_REPORT.md`) determined to be near-verbatim copies of Odoo Enterprise. **The WIP code is not continued.** Its `__manifest__.py` is harvested as a feature checklist; its file structure as a target-architecture sanity check
+- `/Users/gurpreet/Github/RePackaged-Odoo/accounting/` — pinned snapshot of Odoo 19 Enterprise accounting source; used as reference-only for clean-room rewrites and as the diff baseline for V19→V20 upgrades
+
+### 1.5 Non-Goals
+
+- Not building a public commercial product (no App Store distribution, no commercial licensing pricing model)
+- Not replicating every Enterprise feature (Phase 7+ items are deferred until a real client needs them)
+- Not maintaining backward compatibility with Odoo versions before 19
+- Not rewriting Community `account` — fusion_accounting builds on top of, never replaces, Community accounting
+
+---
+
+## 2. Sub-Module Topology
+
+fusion_accounting is split into independently installable sub-modules. Each has a single, well-bounded responsibility and a clear Enterprise counterpart it replaces.
+
+### 2.1 The Sub-Modules
+
+```mermaid
+graph TD
+    community["account<br/>Odoo Community base"]
+
+    core["fusion_accounting_core<br/>shared fields, lock dates, fiscal year base,<br/>company config, security groups, analytic_mixin"]
+    bankrec["fusion_accounting_bank_rec<br/>reconcile widget + auto-reconcile engine"]
+    reports["fusion_accounting_reports<br/>financial reports engine + standard reports"]
+    dashboard["fusion_accounting_dashboard<br/>journal kanban, digest"]
+    followup["fusion_accounting_followup<br/>payment reminders"]
+    assets["fusion_accounting_assets<br/>asset register, depreciation"]
+    budget["fusion_accounting_budget<br/>budgets vs actuals"]
+    ai["fusion_accounting_ai<br/>Claude/GPT copilot + chat + dashboard tiles<br/>(current fusion_accounting code lives here)"]
+    migration["fusion_accounting_migration<br/>transitional Enterprise to fusion data wizard"]
+
+    meta["fusion_accounting<br/>meta-module: depends on all sub-modules"]
+
+    core --> community
+    bankrec --> core
+    reports --> core
+    dashboard --> core
+    followup --> reports
+    assets --> core
+    budget --> core
+    ai --> core
+    migration --> core
+
+    ai -.optional adapter calls.-> bankrec
+    ai -.optional adapter calls.-> reports
+    ai -.optional adapter calls.-> followup
+    ai -.optional adapter calls.-> assets
+
+    meta --> core
+    meta --> bankrec
+    meta --> reports
+    meta --> dashboard
+    meta --> followup
+    meta --> assets
+    meta --> budget
+    meta --> ai
+    meta -.transitional only.-> migration
+```
+
+### 2.2 Sub-Module Responsibilities
+
+| Sub-module | Replaces | Owns | Phase |
+|---|---|---|---|
+| `fusion_accounting_core` | `accountant` (menu glue), shared bits of `account_accountant` | Shared field declarations on `account.move`/`account.bank.statement.line` (deferred fields, signing user), `fusion.fiscal.year`, lock-date wizard, security groups, settings page, `analytic_mixin` shared ownership | Phase 0 |
+| `fusion_accounting_bank_rec` | `account_accountant` bank rec widget + `account_accountant/wizard/account_auto_reconcile_wizard.py` | OWL bank-rec widget, `fusion.reconcile.engine`, auto-reconcile wizard, reconcile model extensions | Phase 1 |
+| `fusion_accounting_reports` | `account_reports` (entire 618-file engine + reports) | `fusion.account.report`, `fusion.account.report.line`, PDF templates, OWL report viewer, P&L/BS/TB/GL/Aged/Partner/CashFlow/Executive Summary | Phase 2 |
+| `fusion_accounting_dashboard` | `account_accountant` journal dashboard, `accountant/data/account_accountant_data.xml`, digest | Journal kanban, digest tiles, "Needs Attention" data shape | Phase 3 |
+| `fusion_accounting_followup` | `account_followup` | `fusion.followup.line`, follow-up workflow, multi-level reminders | Phase 5 |
+| `fusion_accounting_assets` | `account_asset` | `fusion.asset`, `fusion.asset.group`, depreciation engine, asset-register report | Phase 6 |
+| `fusion_accounting_budget` | `account_budget` | `fusion.budget`, budget-vs-actual report | Phase 6 |
+| `fusion_accounting_ai` | (none — original) | Existing AI orchestrator, tools, chat panel, approval workflow, scoring, rules — moved verbatim from current `fusion_accounting` | Phase 0 |
+| `fusion_accounting_migration` | (none — transitional) | Wizard that copies Enterprise-only data into fusion tables before Enterprise uninstall; safety guard that blocks Enterprise uninstall until wizard runs | Phase 0 |
+| `fusion_accounting` (meta) | (none — packaging) | Empty shell; `depends` on every sub-module so a single install gets everything | Phase 0 |
+
+### 2.3 Why Split (vs. monolith)
+
+- Sub-modules can be enabled per client need (a small client without payroll-style assets installs core + bank_rec + reports + ai only)
+- Each sub-module has independent test runs and CI (faster feedback loop)
+- Each sub-module's cross-version upgrade is independent — `fusion_accounting_reports` can absorb V20 changes without touching `fusion_accounting_bank_rec`
+- The AI sub-module stays cleanly separate, which makes it easy to keep using fusion's AI on top of Odoo Enterprise (when a client retains Enterprise) by installing `_ai` only
+
+### 2.4 Open Sub-Module Naming Decisions
+
+The meta-module retains the name `fusion_accounting` so existing client installs don't see a name change. Sub-modules use the `fusion_accounting_*` prefix consistently.
+
+---
+
+## 3. Data Preservation and Client Switchover Strategy
+
+The single most important guarantee in this entire design: **client switchover from Odoo Enterprise to Odoo Community + fusion_accounting must lose zero accounting data**, especially bank reconciliations.
+
+This section is the contract that backs that guarantee.
+
+### 3.1 What Survives an Enterprise Uninstall Automatically
+
+Verified by direct read of `RePackaged-Odoo/accounting/account/` source. These models and fields live in the Community `account` module and are unaffected by any Enterprise uninstall:
+
+| Data | Storage | Verified Location |
+|---|---|---|
+| Bank reconciliation links | `account.partial.reconcile` | `account/models/account_partial_reconcile.py` |
+| Full reconciliation markers | `account.full.reconcile` | `account/models/account_partial_reconcile.py` |
+| Bank statement lines + `is_reconciled` flag | `account.bank.statement.line` | `account/models/account_bank_statement_line.py` |
+| Invoices, bills, payments | `account.move`, `account.payment` | `account/models/account_move.py`, `account_payment.py` |
+| Journal entries + lines | `account.move`, `account.move.line` | `account/models/account_move_line.py` |
+| Chart of accounts | `account.account` | `account/models/account_account.py` |
+| Taxes | `account.tax` | `account/models/account_tax.py` |
+| Journals | `account.journal` | `account/models/account_journal.py` |
+| Partners | `res.partner` | `base` |
+| Reconciliation rule base | `account.reconcile.model` | `account/models/account_reconcile_model.py` |
+| `checked` (Reviewed) flag on moves | `account.move.checked` | `account/models/account_move.py` line 315 |
+
+**Critical observation about bank reconciliation in Odoo 19:** The Enterprise `account_accountant` module does **not** define a `bank.rec.widget` Python model in V19. The bank-rec widget is implemented entirely as frontend OWL components in `account_accountant/static/src/components/bank_reconciliation/`, with a thin `BankReconciliationService` (`bank_reconciliation_service.js`) that calls Community ORM methods directly. There is no Enterprise-side persistent storage for the widget. When the widget is removed (Enterprise uninstall), the underlying `account.partial.reconcile` rows are untouched; fusion's replacement widget reads the same rows and shows every historical reconciliation as already-matched.
+
+(The Work-in-Progress code at `Work in Progress/fusion_accounting/models/bank_rec_widget.py` uses the V17/V18 architecture where `bank.rec.widget` was a `_auto = False` Python model. That architecture was removed in V19. Our Phase 1 implementation must match V19 architecture.)
+
+**Verified Enterprise uninstall hook safety**: `account_accountant/__init__.py` line 32-42 only revokes security group assignments. There are zero destructive DB operations in the uninstall hook.
+
+**Verified absence of cascade hazards**: grep for `ondelete='cascade'` in `account_accountant/models/` returns zero matches. No Enterprise model deletion can cascade-delete a reconciliation.
+
+### 3.2 What Is Lost on Enterprise Uninstall (Without Mitigation)
+
+| Enterprise-owned data | Importance | Mitigation Strategy |
+|---|---|---|
+| `account.fiscal.year` records (fiscal year closing definitions) | Medium | Migration wizard → `fusion.fiscal.year` |
+| `account.asset` records + asset-line links on moves | High if assets used | Migration wizard → `fusion.asset` |
+| `account.loan` records | Low (rare) | Migration wizard → `fusion.loan` (Phase 7+) |
+| Budget records | Medium if used | Migration wizard → `fusion.budget` |
+| Follow-up rule definitions + history | Medium | Migration wizard → `fusion.followup.*` |
+| `account.move.deferred_move_ids`, `deferred_original_move_ids`, `deferred_entry_type` | **High** if deferred revenue/expense used — breaks the link between original and deferred postings | **Shared-field ownership** in `fusion_accounting_core` |
+| `account.move.signing_user` (audit signer) | Medium | **Shared-field ownership** |
+| `account.move.payment_state_before_switch` | Throwaway (technical) | Ignore |
+| `account.reconcile.model.created_automatically` | Throwaway (single boolean) | Shared-field ownership in `_bank_rec` |
+| `account.bank.statement.line.cron_last_check` | Throwaway (technical) | Ignore |
+| Report XML records (P&L, BS structure) | None — reference data, not client data | fusion ships its own equivalents in `_reports` |
+| Enterprise-only menus, actions | None — UI only | fusion installs its own |
+
+### 3.3 Mitigation Pattern A: Shared-Field Ownership
+
+For Enterprise-added fields on Community models (the `deferred_*`, `signing_user`, `created_automatically` fields), `fusion_accounting_core` declares **identical** field definitions with the **same** relation table names:
+
+```python
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    deferred_move_ids = fields.Many2many(
+        comodel_name='account.move',
+        relation='account_move_deferred_rel',  # identical relation table to Enterprise
+        column1='original_move_id',
+        column2='deferred_move_id',
+        copy=False,
+    )
+    deferred_original_move_ids = fields.Many2many(
+        comodel_name='account.move',
+        relation='account_move_deferred_rel',
+        column1='deferred_move_id',
+        column2='original_move_id',
+        copy=False,
+    )
+    deferred_entry_type = fields.Selection(
+        selection=[('expense', 'Deferred Expense'), ('revenue', 'Deferred Revenue')],
+        copy=False,
+    )
+    signing_user = fields.Many2one(comodel_name='res.users', copy=False)
+    payment_state_before_switch = fields.Char(copy=False)
+```
+
+**Mechanism**: Odoo's module registry tracks every module that declares a given field on a given model. When `account_accountant` uninstalls, Odoo only drops the column (or relation table) if no other installed module also declares it. Because `fusion_accounting_core` declares these identically, Odoo retains the column/table. Existing data values are preserved row-by-row.
+
+**Caveat**: this pattern creates a schema dependency on Enterprise's choices. If Odoo ever renames `account_move_deferred_rel` in V20, both the Enterprise and fusion versions of that field break together — the migration is just `ALTER TABLE ... RENAME` in our migration script. We accept this risk because the alternative (renaming to fusion-namespaced fields) requires a much heavier migration of every existing row.
+
+### 3.4 Mitigation Pattern B: Pre-Uninstall Migration Wizard
+
+For Enterprise-only models (`account.asset`, `account.fiscal.year`, `account.loan`, budgets, followups), `fusion_accounting_migration` provides a wizard accessible from Settings → Fusion Accounting → Migrate from Enterprise.
+
+The wizard:
+
+1. Detects which Enterprise modules are installed
+2. For each detected module, checks the corresponding fusion module is also installed (and prompts to install if missing)
+3. Shows a preview: row counts per Enterprise table that will be migrated, listing target fusion table for each
+4. On confirm, runs `INSERT INTO fusion_<table> SELECT ... FROM <enterprise_table>` for each migration step, preserving primary keys and `ir.model.data` xml_ids
+5. Generates a migration report (record counts, any rows that failed validation, warnings)
+6. Marks each Enterprise table as "migrated" via an `ir.config_parameter` flag (`fusion_accounting.migration.<module>.completed`)
+7. Re-running the wizard is idempotent: already-migrated tables are skipped unless explicitly re-migrated
+
+A separate **safety guard** in `fusion_accounting_migration` overrides `ir.module.module.button_immediate_uninstall` for Enterprise accounting modules; if the migration flag for that module is False and it has data, the uninstall is blocked with a UserError linking to the wizard.
+
+### 3.5 Switchover Protocol (the operator workflow)
+
+```mermaid
+graph TD
+    start[Client on Odoo 19 Enterprise] --> step1["Install fusion_accounting meta-module<br/>while Enterprise still running"]
+    step1 --> step2["fusion_accounting_core declares shared fields<br/>Odoo registers dual ownership for deferred_*, signing_user, etc."]
+    step2 --> step3["Open Settings → Fusion Accounting → Migrate from Enterprise"]
+    step3 --> step4["Wizard shows preview: row counts per table"]
+    step4 --> step5["Operator confirms"]
+    step5 --> step6["Wizard copies asset, fiscal year, loan, budget, followup rows<br/>into fusion tables"]
+    step6 --> step7["Wizard generates migration report"]
+    step7 --> step8["Operator reviews report"]
+    step8 --> step9["Operator triggers Enterprise uninstall in dep-safe order:<br/>account_reports → account_followup → account_asset →<br/>account_budget → account_loans → account_accountant → accountant"]
+    step9 --> step10["Safety guard verifies migration flags before each uninstall"]
+    step10 --> done["Done: Client on Community + fusion_accounting<br/>Bank recs intact, deferred links preserved,<br/>migrated data accessible via fusion menus"]
+```
+
+### 3.6 Empirical Verification Test (Phase 0 deliverable)
+
+The shared-field-ownership analysis and the inventory of "what survives" is based on reading source. Strong, but not conclusive. **Phase 0 includes a one-time empirical test**:
+
+1. Provision a throwaway Odoo 19 Enterprise instance
+2. Install full Enterprise accounting stack
+3. Create representative test data:
+    - 50 invoices, 30 vendor bills, mix of paid/unpaid
+    - 15 bank reconciliations (full and partial)
+    - 5 deferred revenue entries with `deferred_move_ids` populated
+    - 3 fiscal year closings
+    - 10 asset records with depreciation history
+    - 2 budgets with actuals
+    - Multi-currency journal entries
+    - 1 cash-basis tax move
+3. Take `pg_dump` snapshot
+4. Uninstall Enterprise modules in dep-safe order **without** running the migration wizard (this is the worst-case test)
+5. Diff schema and row counts before and after
+6. Document findings in `docs/superpowers/specs/2026-04-18-empirical-uninstall-test-results.md`
+7. If gaps are found vs. Section 3.2, expand the wizard scope or shared-field declarations accordingly
+
+This test is a Phase 0 acceptance gate. The roadmap does not advance to Phase 1 until empirical verification confirms or expands the analysis.
+
+### 3.7 Reverse-Migration Note
+
+The reverse direction (client on Community + fusion adds an Enterprise subscription later) is not a hard requirement. fusion's runtime feature-gating (Section 4.4) handles the coexistence case: when Enterprise is detected, fusion's conflicting menus hide and the AI module continues running on top of Enterprise. A reverse-migration wizard can be added in Phase 7+ if a real client needs it.
+
+### 3.8 Backup and Rollback
+
+Every client deployment must include, before any switchover step:
+
+- `pg_dump` of the live database
+- Snapshot of all installed module versions (`SELECT name, latest_version FROM ir_module_module WHERE state='installed'`)
+- Snapshot of `/mnt/extra-addons/` contents
+
+Rollback procedure: restore DB from `pg_dump`, restore extra-addons from snapshot, restart Odoo. The migration wizard's "Generate Backup First" checkbox is checked by default and must be explicitly unchecked to skip.
+
+---
+
+## 4. Phased Roadmap
+
+Each phase produces shippable value. Phase order is locked. Time estimates are rough single-engineer figures and are not binding deadlines — the user has explicitly stated "no rush, product-first".
+
+### 4.1 Phase Overview
+
+| Phase | Focus | Estimate | Depends On |
+|---|---|---|---|
+| 0 | Foundation, sub-module split, migration scaffold, empirical test | 1-2 wks | (none) |
+| 1 | Bank reconciliation (priority) | 3-5 wks | 0 |
+| 2 | Financial reports engine | 6-10 wks | 0 |
+| 3 | Dashboard + fiscal year + lock dates | 2-3 wks | 1, 2 |
+| 4 | Tax reports + returns | 3-5 wks | 2 |
+| 5 | Payment follow-ups | 2-3 wks | 3, 4 |
+| 6 | Assets + budgets | 3-5 wks | 5 |
+| 7+ | Optional satellites (loans, check printing, batch payment, 3-way match, EDI, SEPA, SAFT, intrastat, online sync) | per item | 6 |
+
+Phases 1 and 2 can run in parallel after Phase 0 (no shared scope).
+
+### 4.2 Phase 0 — Foundation
+
+No user-facing features. Pure plumbing so every later phase is cheaper.
+
+**Scope:**
+
+- Create sub-module scaffolding for `fusion_accounting_core`, `fusion_accounting_migration`, `fusion_accounting_ai`
+- Move existing AI copilot code from current `fusion_accounting/` into `fusion_accounting_ai/`. Files moved: `models/`, `services/`, `controllers/`, `wizards/`, `data/`, `static/src/`, `views/`, `security/`, `report/`, `tests/`. Update internal imports
+- Convert current `fusion_accounting/` into the meta-module: empty `__init__.py`, manifest with `depends = ['fusion_accounting_core', 'fusion_accounting_ai', ...]` (sub-modules added as later phases ship), no Python/JS/XML code of its own
+- Strip hard Enterprise deps from `fusion_accounting_ai/__manifest__.py`. Replace `account_accountant`, `account_reports`, `account_followup` with `account` (Community). Add runtime detection (Section 4.4)
+- Refactor every AI tool in `fusion_accounting_ai/services/tools/` that calls Enterprise APIs to go through an adapter layer (`services/adapters/bank_rec_adapter.py`, `reports_adapter.py`, `followup_adapter.py`). Adapters pick between Enterprise APIs (when present) and fusion native (when present) and a "feature-unavailable" stub (when neither)
+- Create `fusion_accounting_core/models/account_move.py` with shared-field declarations (Section 3.3)
+- Create `fusion_accounting_migration/` shell: empty wizard, safety guard scaffold (no migrations yet)
+- Create `tools/check_odoo_diff.sh` script that diffs two pinned Odoo source snapshots and outputs a categorized change list
+- Move security groups: `group_fusion_accounting_user/manager/admin` move from current to `fusion_accounting_core/security/`. Multi-company record rule on `fusion.accounting.session` added (currently missing per existing CLAUDE.md "Known Issues")
+- Create per-sub-module `CLAUDE.md` (factor common rules from existing `fusion_accounting/CLAUDE.md`) and `UPGRADE_NOTES.md` template
+- Run the empirical verification test (Section 3.6) on a throwaway V19 Enterprise instance
+- CI: GitHub Actions or gitea workflow that runs `pytest` per sub-module on every push
+
+**Exit criteria:**
+
+- Current AI copilot installs and runs on pure Community (no Enterprise modules present)
+- Current AI copilot still installs and runs alongside Enterprise (coexistence mode)
+- Empirical test report committed
+- All adapter calls wired (no direct Enterprise API access from AI tools)
+- CI green
+
+**Risks and mitigations:**
+
+- **Risk**: moving code between modules breaks existing client deployments. **Mitigation**: meta-module install upgrade hook handles model-record reassignment via `ir_model_data` updates; pre-migration script runs on first install of Phase 0
+- **Risk**: empirical test reveals gaps. **Mitigation**: scope-expand the migration wizard before declaring Phase 0 complete
+
+### 4.3 Phase 1 — Bank Reconciliation
+
+The user's stated priority. Replaces `account_accountant`'s bank-rec widget end-to-end.
+
+**Scope:**
+
+- Create `fusion_accounting_bank_rec/` sub-module
+- **Frontend (mirror zone)**: build `static/src/components/bank_reconciliation/` mirroring the file layout of `account_accountant/static/src/components/bank_reconciliation/` (`kanban_controller`, `kanban_renderer`, `bank_reconciliation_service`, `apply_amount`, `bankrec_form_dialog`, `button`, `button_list`, `chatter`, `file_uploader`, `line_info_pop_over`, `line_to_reconcile`, `list_view`, `quick_create`, `reconciled_line_name`, `search_dialog`, `statement_line`, `statement_summary`). Mirror is structural — class names, file names, OWL component boundaries — not copy-paste. Implementation written fresh against documented Odoo behavior
+- **Backend (abstract zone)**: `models/fusion_reconcile_engine.py` containing the matching algorithm (FIFO, partial reconcile, write-off lines, exchange-rate diff posting, tax splits). Original implementation against documented requirements. Operates on Community `account.partial.reconcile`
+- `models/fusion_reconcile_model.py` extending Community `account.reconcile.model` with auto-rules, partner mapping, journal mapping. Shared-field ownership for `created_automatically`
+- `wizards/auto_reconcile_wizard.py` clean-room rewrite of `account_accountant/wizard/account_auto_reconcile_wizard.py`
+- `wizards/reconcile_wizard.py` clean-room rewrite of `account_accountant/wizard/account_reconcile_wizard.py`
+- `views/bank_rec_widget_views.xml` defines the action that opens the OWL widget; `views/account_reconcile_model_views.xml` for rule editing
+- Menu: "Bank Reconciliation" under fusion accounting menu, with feature-gate (hidden if `account_accountant` installed)
+- AI integration: existing AI tools `get_unreconciled_bank_lines`, `find_similar_bank_lines`, `get_bank_line_details`, `find_missing_itc_bills`, `find_duplicate_bills`, `get_overdue_invoices` get refactored to call fusion's bank rec engine via `fusion_accounting_ai/services/adapters/bank_rec_adapter.py`. The Tier 3 tools `create_vendor_bill`, `register_bill_payment`, `create_expense_entry` keep their existing logic (they write to Community `account.move`)
+- Migration: wizard validates `account.partial.reconcile` row count is preserved across switchover (read-only check, no migration needed)
+- Tests:
+    - Unit (engine): matching correctness with fixtures (single partner, multi-partner, multi-currency, partial, exchange diff, write-off, tax split)
+    - Integration: install + create statement + reconcile via UI + assert `account.partial.reconcile` rows
+    - Tour (JS): smoke through the full bank rec workflow
+    - Migration: install Enterprise, create 10 reconciliations, install fusion, uninstall Enterprise, assert reconciliations visible in fusion widget
+
+**Exit criteria:**
+
+- Community + fusion_accounting user can reconcile bank statements with feature parity to Enterprise
+- All Phase 1 tests passing
+- Migration round-trip (Enterprise → fusion) preserves every reconciliation
+- AI tools work against fusion bank rec engine
+
+### 4.4 Phase 2 — Financial Reports Engine
+
+The largest phase. Replaces `account_reports` (618 files).
+
+**Scope:**
+
+- Create `fusion_accounting_reports/` sub-module
+- **Backend (abstract zone)**: `models/fusion_account_report.py` defining `fusion.account.report` and `fusion.account.report.line`. Generic engine that takes a report definition (sections, filters, computation rules) and produces report rows from `account.move.line` data. Original computation kernel — does not copy `account_reports`'s `account_report.py`
+- **Backend (mirror zone)**: report definition records mirror Odoo's data files. Files: `data/balance_sheet.xml`, `data/profit_and_loss.xml`, `data/cash_flow_report.xml`, `data/general_ledger.xml`, `data/trial_balance.xml`, `data/aged_partner_balance.xml`, `data/partner_ledger.xml`, `data/executive_summary.xml`, `data/sales_report.xml`, `data/multicurrency_revaluation_report.xml`, `data/bank_reconciliation_report.xml`, `data/deferred_reports.xml`, `data/journal_report.xml`, `data/customer_statement.xml`. XML structure follows Odoo's so V20 ports are diff-and-apply
+- **Frontend (mirror zone)**: `static/src/components/` mirrors `account_reports/static/src/components/` — filters bar, comparison toggle, drill-down, foldable sections, footnotes
+- **PDF export**: QWeb templates in `report/` mirror Odoo's `data/pdf_export_templates.xml` and `data/customer_reports_pdf_export_templates.xml`. Asset bundle `fusion_accounting_reports.assets_pdf_export` defined in manifest
+- Performance: denormalized read paths for trial balance and general ledger (materialized aggregations refreshed on `account.move` post). Drill-down lazy-loads line detail. Per-(company, period, filter_hash) cache invalidated on `account.move.line` write
+- Multi-company, multi-currency, cash-basis toggle — all handled by the engine
+- AI integration: tools `get_profit_loss`, `get_balance_sheet`, `get_trial_balance`, `get_aged_receivables`, `get_aged_payables`, `get_partner_ledger`, `answer_financial_question` refactored via `reports_adapter.py`
+- Migration: report XML records are reference data, not client data. fusion ships its own equivalent records; no migration of report definitions needed. Existing journal entry data (which the reports compute from) is in Community `account` and untouched
+- Tests:
+    - Unit (engine): SQL-fixture comparisons (compute report → compare against hand-rolled SQL) for every standard report, every filter combination
+    - Integration: install + post entries + open report + assert numbers
+    - Multi-currency: single + multi + revaluation period
+    - Performance: 1k / 10k / 100k journal lines, assert P95 latency under 5s
+    - PDF: render every report to PDF, assert no QWeb errors
+    - Tour: smoke through report viewer with filters
+
+**Exit criteria:**
+
+- All 14 standard reports rendering correctly (numerical match against SQL fixtures)
+- PDF export working for every report
+- Performance targets met
+- AI tools backed by fusion reports
+
+### 4.5 Phase 3 — Dashboard + Fiscal Year + Lock Dates
+
+**Scope:**
+
+- Create `fusion_accounting_dashboard/` sub-module
+- **Journal kanban dashboard**: mirror layout of `account_accountant/views/account_journal_dashboard_views.xml`. Computed metrics in `models/account_journal.py` extending Community `account.journal` with kanban-state fields (counts, totals, action buttons). Original computation; mirror UI
+- `models/fusion_fiscal_year.py` defining `fusion.fiscal.year` (replaces `account.fiscal.year`)
+- Fiscal year wizard: closing workflow, period locks, initial-balance carry-forward
+- Lock date wizard: clean-room rewrite of `account_accountant/wizard/account_change_lock_date.py`. Operates on Community `account.lock_exception` model (verified at `account/models/account_lock_exception.py`)
+- Digest tile contributions: extend `mail.digest` with fusion accounting metrics (revenue, expense, AR, AP)
+- "Needs Attention" panel — connect data already returned by current AI dashboard endpoint to a frontend rendering. Dashboard endpoint (currently in `fusion_accounting_ai/controllers/`) moves to `fusion_accounting_dashboard/controllers/`; AI module's dashboard tiles call dashboard's endpoint via adapter
+- Tests:
+    - Journal dashboard kanban metrics match expected values for fixtures
+    - Fiscal year close locks subsequent edits
+    - Lock date wizard prevents posting before lock date
+    - Digest renders without errors
+
+**Exit criteria:**
+
+- Journal dashboard at parity with Enterprise
+- Fiscal year management functional
+- Lock dates enforced
+- Digest emails delivering
+
+### 4.6 Phase 4 — Tax Reports + Returns
+
+**Scope:**
+
+- Build on Phase 2 reports engine; tax reports are specialized `fusion.account.report` records
+- Generic tax report (`data/generic_tax_report.xml`) with country-specific overrides
+- Canadian HST: unify the existing HST workflow in `fusion_accounting_ai` (currently in `services/prompts/domain_prompts.py` and tool functions) with the new tax report engine. The existing `find_missing_itc_bills`, `get_overdue_invoices`, etc. tools call into the tax report
+- `fusion.account.return` model (replaces `account.return` from `account_reports`) tracking tax return drafts, submitted state, payment status
+- Return creation wizard, return submission wizard, return generic payment wizard — clean-room rewrites of the corresponding `account_reports` wizards
+- Tax closing entries (move generation on tax period close)
+- Tests:
+    - Tax report numbers match SQL fixtures
+    - Return workflow: draft → review → submitted → paid
+    - HST 4-phase workflow (per existing CLAUDE.md) end-to-end
+
+**Exit criteria:**
+
+- Generic tax report functional
+- Canadian HST workflow runs through fusion (no Enterprise dependency)
+- Return tracking working
+
+### 4.7 Phase 5 — Payment Follow-ups
+
+**Scope:**
+
+- Create `fusion_accounting_followup/` sub-module
+- `models/fusion_followup_line.py` (replaces `account_followup.followup.line`)
+- `models/res_partner.py` extends `res.partner` with follow-up level, last reminder date, dunning history
+- `models/account_move.py` extends `account.move` with follow-up state (overdue days, last reminder)
+- Multi-level reminder workflow: each level has email template, days delay, optional SMS, optional `mail.activity`
+- `wizards/followup_send_wizard.py` for manual sends; cron for automatic
+- Follow-up report (PDF): clean-room template
+- AI integration: `fusion_accounting_ai` adds tools `draft_followup_message_for_partner`, `send_followup_to_overdue_partners` calling the followup engine via adapter
+- Migration: wizard copies `account_followup.followup.line` and partner-level follow-up state into `fusion.followup.line` and shared-field-owned partner fields
+- Tests:
+    - Multi-level escalation
+    - Email template rendering
+    - SMS delivery (mock)
+    - AI-drafted message quality (snapshot tests)
+
+**Exit criteria:**
+
+- Multi-level dunning working
+- Migration from `account_followup` preserves history
+
+### 4.8 Phase 6 — Assets + Budgets
+
+**Scope:**
+
+- Create `fusion_accounting_assets/` sub-module
+    - `models/fusion_asset.py` (replaces `account.asset`)
+    - `models/fusion_asset_group.py` (replaces `account.asset.group`)
+    - Depreciation engine: linear, declining, custom schedules. Original implementation
+    - `wizards/asset_modify.py` for revaluation, sale, disposal — clean-room rewrite
+    - Asset register report integrates with Phase 2 reports engine
+    - Migration wizard copies `account.asset` rows + line links on moves
+- Create `fusion_accounting_budget/` sub-module
+    - `models/fusion_budget.py` (replaces `budget.analytic`)
+    - Budget vs actual report integrates with Phase 2 reports engine
+    - Migration wizard copies budget records
+- Tests for both
+
+**Exit criteria:**
+
+- Asset depreciation schedules computed correctly
+- Disposal generates correct GL entries
+- Budget variance report functional
+
+### 4.9 Phase 7+ — Optional Satellites
+
+Not scheduled. Each is its own brainstorming → spec → plan → implementation cycle when a real client needs it. Candidate satellite modules:
+
+- `fusion_accounting_loans` — loan amortization
+- `fusion_accounting_check_printing` — check printing
+- `fusion_accounting_batch_payment` — batch payments
+- `fusion_accounting_3way_match` — purchase 3-way match
+- `fusion_accounting_edi` — UBL/CII e-invoicing
+- `fusion_accounting_sepa` — SEPA direct debit + credit transfer
+- `fusion_accounting_saft` — SAFT export
+- `fusion_accounting_intrastat` — intrastat report
+- `fusion_accounting_iso20022` — ISO 20022 payment files
+- `fusion_accounting_online_sync` — online bank sync (Yodlee/Plaid integration)
+
+### 4.10 Per-Phase Deliverables (uniform)
+
+Each phase produces:
+
+1. A separate **design document** in `docs/superpowers/specs/YYYY-MM-DD-fusion-accounting-phase-N-*-design.md` (brainstormed in its own session)
+2. A separate **implementation plan** via the `writing-plans` skill
+3. Working code with passing tests
+4. Entry in the sub-module's `UPGRADE_NOTES.md` listing Odoo source files referenced and intentional deltas
+5. Coverage in `fusion_accounting_migration` if the phase replaces an Enterprise data-bearing model
+6. Manual QA checklist (install, migrate, smoke, uninstall) committed to the sub-module
+7. Update to the meta-module `__manifest__.py` adding the new sub-module to its `depends`
+
+---
+
+## 5. Architecture Rules
+
+These rules apply to every sub-module and every phase. They are the discipline that keeps V19→V20 upgrades mechanical and prevents the WIP-style descent into copied code with stale architecture.
+
+### 5.1 The Hybrid Split
+
+Every sub-module has two zones with different rules:
+
+**Mirror zone** (follows Odoo structure 1:1):
+
+- XML view definitions and xpath targets
+- Frontend OWL component file layout, service registration, widget props
+- PDF/QWeb templates: structure, CSS class names
+- Wizard flows: step order, field names where they appear in views
+- Asset bundle declarations in manifests
+
+**Locations**: `views/`, `static/src/components/`, `report/` QWeb templates, `wizards/*_views.xml`, `__manifest__.py` asset bundles
+
+**Abstract zone** (our own design, insulated from Odoo internals):
+
+- Core algorithms: matching, aggregation, computation, depreciation
+- Data access helpers
+- Business validation, approval flows
+- AI integration adapters
+- Engine classes (e.g. `fusion_reconcile_engine.py`)
+
+**Locations**: `models/fusion_*_engine.py`, `services/`, `controllers/` (business logic only — request routing is mirror-zone)
+
+**Rule of thumb**: if Odoo refactors it every release, mirror it. If it's been stable for a decade (FIFO matching, accrual rules, depreciation math), abstract it.
+
+### 5.2 Naming Conventions
+
+| Thing | Convention | Example |
+|---|---|---|
+| Model `_name` | `fusion.*` prefix always | `fusion.bank.rec.widget`, `fusion.account.report`, `fusion.fiscal.year` |
+| Model `_inherit` on Community | Keep `account.*` (no rename) | `class AccountMove(models.Model): _inherit = 'account.move'` |
+| Model `_inherit` on Enterprise | **Forbidden** — duplicate fields via shared-field-ownership instead | n/a |
+| Python class names | `Fusion` prefix for new models | `FusionBankRecWidget`, `FusionAccountReport` |
+| Table names (auto-derived) | Follows model prefix | `fusion_bank_rec_widget`, `fusion_account_report` |
+| XML record IDs | `fusion_*` prefix | `<record id="fusion_view_bank_rec_form">` |
+| Menu IDs | `fusion_menu_*` prefix | Avoids collision with `account_menu_*` |
+| Action IDs | `fusion_action_*` | Same |
+| Controller routes | `/fusion_accounting/*` | Already in use; carries forward |
+| Security groups | `group_fusion_*` | Already in use |
+| Field names on inherited Community models | Identical to Enterprise if shared-field-owned; otherwise `x_fusion_*` prefix | `deferred_move_ids` (shared), `x_fusion_ai_confidence` (our own) |
+| CSS/SCSS classes | `.fusion_*` or `.o_fusion_*` | Avoids Bootstrap/Odoo collision |
+| `ir.config_parameter` keys | `fusion_accounting.*` | Already in use |
+
+### 5.3 Coexistence Detection
+
+Every sub-module that replaces an Enterprise feature must detect Enterprise at install time and at runtime, and feature-gate accordingly.
+
+**Helper function** (lives in `fusion_accounting_core/models/ir_module_module.py`):
+
+```python
+class IrModuleModule(models.Model):
+    _inherit = "ir.module.module"
+
+    @api.model
+    def _fusion_is_enterprise_accounting_installed(self):
+        return bool(self.sudo().search_count([
+            ('name', 'in', ['account_accountant', 'account_reports', 'accountant']),
+            ('state', '=', 'installed'),
+        ]))
+```
+
+**Three coexistence modes per sub-module**, configurable in Settings → Fusion Accounting → Integration Mode:
+
+1. **Replace** (default when Enterprise absent): fusion menus visible, fusion views primary, fusion workflows active
+2. **Augment** (default when Enterprise present): fusion menus hidden, fusion widgets disabled, fusion AI module continues to call Enterprise APIs via adapters
+3. **Force-replace** (manual): fusion menus visible alongside Enterprise (operator's choice — risk of confusion, used during migration)
+
+Menu visibility achieved via `groups` attribute referencing a dynamically-computed group (`group_fusion_show_menus_when_enterprise_absent`), implemented as a `@api.depends` computed field on `res.users` that recomputes membership when modules change state.
+
+### 5.4 Zero Hard Enterprise Dependencies
+
+After Phase 0:
+
+- `fusion_accounting_core/__manifest__.py`: `depends = ['account', 'mail', 'web_tour']`
+- `fusion_accounting_ai/__manifest__.py`: `depends = ['fusion_accounting_core']` plus `external_dependencies` for `anthropic`, `openai`
+- Every other `fusion_accounting_*/__manifest__.py`: `depends = ['fusion_accounting_core']` plus fusion siblings as needed (e.g., `_followup` depends on `_reports`)
+
+**No `fusion_accounting_*` module may have `account_accountant`, `account_reports`, `accountant`, `account_followup`, `account_asset`, `account_budget`, `account_loans`, `account_3way_match`, `account_check_printing`, `account_batch_payment`, `account_iso20022`, `account_intrastat`, `account_saft`, `account_sepa_direct_debit`, `account_online_synchronization`, or any `account_edi_*` in its `depends`.**
+
+Runtime detection (Section 5.3) replaces compile-time dependency.
+
+### 5.5 Canonical Sub-Module Directory Layout
+
+```
+fusion_accounting_<feature>/
+├── __manifest__.py
+├── __init__.py
+├── CLAUDE.md                         # module-specific context for Cursor agent
+├── UPGRADE_NOTES.md                  # Odoo version deltas absorbed
+├── README.md                         # operator-facing install/configure/troubleshoot
+├── docs/
+│   └── odoo_diff/                    # snapshots of relevant Odoo source for diffing
+│       └── v19/
+│           └── account_accountant__bank_reconciliation_service.js
+├── controllers/
+│   └── __init__.py
+├── data/
+├── demo/
+├── i18n/
+├── models/
+│   ├── __init__.py
+│   ├── fusion_<feature>_engine.py    # abstract zone: core algorithm
+│   ├── account_<x>.py                # mirror zone: inherits Community model
+│   └── fusion_<y>.py                 # mirror zone: our own models
+├── report/
+├── security/
+│   ├── ir.model.access.csv
+│   └── <feature>_security.xml
+├── services/                         # AI / heavy business logic
+├── static/
+│   ├── description/
+│   │   ├── icon.png
+│   │   └── index.html
+│   └── src/
+│       ├── components/               # mirror zone: OWL components
+│       ├── scss/
+│       ├── services/                 # frontend services
+│       └── views/
+├── tests/
+│   ├── __init__.py
+│   ├── test_<feature>_engine.py      # abstract zone unit tests
+│   ├── test_<feature>_integration.py # full-stack integration tests
+│   ├── test_migration.py             # Enterprise → fusion round-trip
+│   └── tours/
+├── views/
+├── wizards/
+└── migrations/                       # Odoo version migration scripts (XX.0.x.y.z)
+    └── 19.0.1.0.0/
+        ├── pre-migration.py
+        └── post-migration.py
+```
+
+### 5.6 Odoo 19 Gotchas (carried forward, factored across CLAUDE.md files)
+
+The current `fusion_accounting/CLAUDE.md` documents Odoo 19-specific traps that have already cost time. All carry forward:
+
+- Search views: no `string` attribute on `<search>` or `<group>`; group-by filters need `domain="[]"`; `<separator/>` before `<group>`
+- OWL client actions: `static props = ["*"]` (accept any), not `static props = []` (accept none)
+- OWL rich HTML: `markup()` and `t-out` unreliable in Odoo 19; use `onMounted` + `onPatched` + direct `innerHTML`
+- Cron `safe_eval`: no `import` statements; use `datetime.datetime.now()` not `from datetime import datetime`
+- `read_group()` deprecated → use `_read_group()`
+- `ir_config_parameter` Selection field migrations: stored DB value must match new options or Settings page crashes
+- `implied_ids` on groups only applies to newly-added users — existing users need SQL backfill
+- `TransientModel` in controllers: use `.new({...})` not `.create({...})`
+- HTTP routes: `type="jsonrpc"`, not `type="json"` (deprecated)
+- `res.config.settings`: only boolean/integer/float/char/selection/many2one/datetime; no Date fields
+- `res.groups`: no `users` field, no `category_id` field
+- Search views: no `group expand="0"` syntax
+- SCSS imports: `@import "./partial"` is forbidden in Odoo 19 custom SCSS; register every SCSS file as a separate entry in `web.assets_backend`
+- Card styling: don't rely on `var(--bs-border-color)` or `var(--bs-body-bg)`; use Odoo's kanban explicit-hex pattern with custom-property tokens
+- Dark mode: branch on `$o-webclient-color-scheme` at SCSS compile time, not runtime DOM class
+- Asset bundle cache busting: bump manifest version + `DELETE FROM ir_attachment WHERE url LIKE '/web/assets/%'` if needed
+
+These rules belong in each sub-module's `CLAUDE.md` (the relevant subset) plus the workspace-root `CLAUDE.md` (common rules).
+
+### 5.7 Manifest Versioning and Branch Strategy
+
+- Per-sub-module manifest: `'version': 'XX.0.x.y.z'` where XX is the Odoo version (e.g., `19.0.1.0.0` for V19, first release)
+- Bump `XX` on Odoo version change (V19 → V20 → V21)
+- Bump `x` on major feature additions within an Odoo version
+- Bump `y` on minor features and bug fixes
+- Bump `z` on hotfixes
+- Git branches: `main-v19`, `main-v20`, etc. Each client deployment is pinned to one branch
+- Release tags: `<sub-module>/v19.0.1.0.0` per sub-module per release
+
+---
+
+## 6. Cross-Version Upgrade Workflow
+
+This section is the user's stated top concern: how to keep porting Enterprise changes forward each year without it becoming a rewrite project.
+
+### 6.1 Snapshot Discipline
+
+Maintain one pinned snapshot of the relevant Odoo source per Odoo version:
+
+```
+/Users/gurpreet/Github/RePackaged-Odoo/
+├── accounting-v19/    # current snapshot (already in place at accounting/)
+├── accounting-v20/    # added when V20 ships
+├── accounting-v21/    # added when V21 ships
+```
+
+Older snapshots are never deleted — they are the diff source for upgrade work.
+
+### 6.2 Annual Upgrade Ritual
+
+When Odoo V<N+1> ships:
+
+1. Add the snapshot folder
+2. For each fusion sub-module:
+    - Run `tools/check_odoo_diff.sh <enterprise_module> v<N> v<N+1> > reports/v<N+1>_<module>_diff.md`
+    - Manually classify each change in the diff:
+        - `[MIRROR]` — apply the same hunk to fusion's mirror-zone files (mechanical)
+        - `[ABSTRACT]` — verify the Odoo public API surface our adapter uses still works; update the adapter if signatures changed
+        - `[NEW FEATURE]` — decide port or defer
+        - `[BUG FIX]` — port (usually cheap)
+        - `[REMOVED]` — clean up our equivalent
+    - Apply mirror-zone hunks (these are usually direct `patch -p1` operations)
+    - Write Odoo version migration scripts in `migrations/<N+1>.0.0.0.0/` for any data-shape changes
+    - Update `UPGRADE_NOTES.md`
+    - Run all tests
+3. Tag releases on `main-v<N+1>` branch
+4. Pilot upgrade on one client first; ratchet outward
+
+### 6.3 `UPGRADE_NOTES.md` Template
+
+```markdown
+# UPGRADE_NOTES — fusion_accounting_bank_rec
+
+## V19.0.1.0.0 (initial)
+- Ported from: account_accountant V19 (snapshot date 2026-04-18)
+- Mirror sources:
+  - account_accountant/static/src/components/bank_reconciliation/* → fusion_accounting_bank_rec/static/src/components/bank_reconciliation/*
+  - account_accountant/wizard/account_auto_reconcile_wizard.py → fusion_accounting_bank_rec/wizards/auto_reconcile_wizard.py (clean-room)
+- Abstract zone:
+  - models/fusion_reconcile_engine.py — original implementation
+- Intentional deltas from Odoo:
+  - AI hook in reconcile step (calls fusion_accounting_ai.suggest_match adapter)
+  - Different default colour palette (SCSS var overrides)
+
+## V20.0.x.y.z (planned, not yet shipped)
+- Odoo changes account_accountant V19 → V20 absorbed:
+  - [MIRROR] kanban_renderer.js: column layout changed, applied identical hunk
+  - [ABSTRACT] account.reconcile.model._apply_lines_for_bank_widget signature changed — updated adapter
+  - [NEW FEATURE] batch-reconcile-across-journals — deferred to V20.1
+- Migration scripts:
+  - migrations/20.0.0.0.0/pre-migration.py: rename column foo → bar
+```
+
+### 6.4 `tools/check_odoo_diff.sh` Specification
+
+The script lives at `fusion_accounting/tools/check_odoo_diff.sh` (workspace root, shared across sub-modules). Usage:
+
+```bash
+tools/check_odoo_diff.sh <enterprise_module> <from_version> <to_version> [<output_file>]
+```
+
+Behavior:
+
+- Runs `diff -ruN /Users/gurpreet/Github/RePackaged-Odoo/accounting-<from>/<module> /Users/gurpreet/Github/RePackaged-Odoo/accounting-<to>/<module>`
+- Splits output into per-file sections
+- For each file, classifies based on file path: `views/` and `static/src/components/` and `report/` → `[MIRROR]` candidate; `models/*_engine.py`-like → `[ABSTRACT]` review; new files → `[NEW FEATURE]` review
+- Outputs a markdown report with per-file sections and classification suggestions
+- Exit code: 0 if no changes, non-zero if changes (CI can use to flag annual upgrades)
+
+### 6.5 Pinning and Rollback
+
+- Git: `main-v19`, `main-v20`, etc. branches in fusion repo. Each client stays on their pinned Odoo version
+- Manifest version pinned per sub-module per Odoo version
+- Client deployment: never auto-upgrade. Upgrade is a deliberate, tested, per-client migration
+- Rollback: restore DB from `pg_dump` taken before upgrade, restore `fusion_accounting_*` checkout from git tag, restart Odoo
+
+### 6.6 Cross-Version Migration Scripts
+
+Odoo's standard migration mechanism applies. Each sub-module has a `migrations/` folder with subfolders named after manifest versions. Scripts run automatically when the manifest version bumps in the database vs. on disk.
+
+```python
+# fusion_accounting_assets/migrations/20.0.0.0.0/pre-migration.py
+def migrate(cr, version):
+    # V20 renamed fusion_asset.original_value to fusion_asset.acquisition_cost
+    cr.execute("ALTER TABLE fusion_asset RENAME COLUMN original_value TO acquisition_cost")
+```
+
+---
+
+## 7. AI Integration, Testing, Documentation
+
+### 7.1 AI Integration
+
+The AI copilot (existing `fusion_accounting/services/`, `fusion_accounting/static/src/`, `fusion_accounting/controllers/` etc.) moves to `fusion_accounting_ai/` in Phase 0 and stays original code. What changes:
+
+**Adapter pattern**: every AI tool that today calls Enterprise APIs gets routed through an adapter:
+
+```
+fusion_accounting_ai/services/adapters/
+├── bank_rec_adapter.py
+├── reports_adapter.py
+├── followup_adapter.py
+├── assets_adapter.py
+└── _registry.py
+```
+
+Adapter behavior (uniform pattern across all adapters):
+
+```python
+class BankRecAdapter:
+    def __init__(self, env):
+        self.env = env
+
+    def list_unreconciled_lines(self, journal_id, limit=100):
+        # Prefer fusion native if installed
+        if 'fusion.bank.rec.widget' in self.env.registry:
+            return self.env['fusion.bank.rec.widget'].sudo().get_unreconciled(journal_id, limit)
+        # Fall back to Enterprise if installed
+        elif self.env['ir.module.module']._fusion_is_module_installed('account_accountant'):
+            return self._enterprise_unreconciled_lines(journal_id, limit)
+        # Last resort: pure Community search
+        else:
+            return self.env['account.bank.statement.line'].sudo().search([
+                ('journal_id', '=', journal_id),
+                ('is_reconciled', '=', False),
+            ], limit=limit)
+```
+
+This pattern means `fusion_accounting_ai` always works, regardless of which other modules are installed. The AI tool functions in `fusion_accounting_ai/services/tools/` get refactored once in Phase 0 to call adapters; subsequent phases just enrich the adapters.
+
+**New AI capabilities unlocked by native implementations**: each native phase exposes engine internals to AI tools that Enterprise didn't expose cleanly. Examples:
+
+- Phase 1: AI gets access to fusion's match-confidence scores
+- Phase 2: AI can request a report computation with custom comparison periods on the fly
+- Phase 4: AI has direct access to tax-grid-by-account decomposition
+- Phase 5: AI drafts follow-up messages with full payment history context
+
+**Existing AI patterns carry forward unchanged**:
+
+- Tool tiering (Tier 1 / 2 / 3 with auto-promotion)
+- Provider pinning per session (Claude vs OpenAI consistency within a session)
+- Tier 3 approval flow with `pending_approval` placeholder swap on approve/reject
+- Rich-text chat output via `mdToHtml()` and `innerHTML` injection
+- Interactive `fusion-table` blocks for actionable results
+- Session ownership / multi-company record rules (the `fusion.accounting.session` rule that's currently missing gets added in Phase 0)
+
+### 7.2 Testing Strategy
+
+Every phase must pass these test categories before exit:
+
+| Category | Scope | Where it lives |
+|---|---|---|
+| **Unit (engine)** | Pure-Python; no Odoo DB. Algorithm correctness with fixtures | `tests/test_<feature>_engine.py` |
+| **Integration (Odoo TestCase)** | Full Odoo DB; install + create data + exercise workflow + assert state | `tests/test_<feature>_integration.py` |
+| **Migration round-trip** | Install Enterprise, create Enterprise-only data, install fusion, run wizard, uninstall Enterprise, assert data integrity | `tests/test_migration.py` |
+| **Tour (JS)** | End-to-end widget UI smoke | `tests/tours/<feature>_tour.js` |
+| **Performance** | Phase 2 reports especially; assert P95 latency at 1k/10k/100k rows | `tests/test_<feature>_performance.py` |
+| **Multi-matrix** | Single-company, multi-company, multi-currency, cash-basis on/off | parameterized within other tests |
+
+CI runs all tests on every push. A nightly job runs migration tests against a fixture Enterprise DB.
+
+### 7.3 Documentation Deliverables
+
+Per sub-module:
+
+- `CLAUDE.md` — module-specific context for Cursor/AI assistance
+- `UPGRADE_NOTES.md` — Odoo version porting log
+- `README.md` — operator-facing: install, configure, troubleshoot, common gotchas
+- One screencast or animated GIF per major user workflow, in `static/description/`
+- Per-feature feature flag documentation in `CLAUDE.md` if applicable
+
+Workspace-root documentation:
+
+- `/Users/gurpreet/Github/Odoo-Modules/CLAUDE.md` — common Odoo 19 conventions (already substantial; carries forward)
+- `/Users/gurpreet/Github/Odoo-Modules/fusion_accounting/CLAUDE.md` — meta-module overview pointing at sub-modules
+- `/Users/gurpreet/Github/Odoo-Modules/fusion_accounting/docs/superpowers/specs/` — design and plan docs (this doc and future ones)
+
+### 7.4 Security
+
+- Three groups carry forward from existing module: `group_fusion_accounting_user/manager/admin`. Move from current location to `fusion_accounting_core/security/security.xml` in Phase 0
+- Auto-assignments from Community accounting groups: `account.group_account_user` → fusion User; `account.group_account_manager` → fusion Admin (already in place)
+- Multi-company record rules on every fusion model with `company_id`. Add the missing rule on `fusion.accounting.session` in Phase 0
+- ACLs in `security/ir.model.access.csv` per sub-module, scoped to that sub-module's models only
+- Approve/reject endpoints continue to use `auth='user'` with imperative `has_group()` check inside the handler (Odoo has no built-in `auth='manager'`)
+
+### 7.5 Performance Considerations (Phase 2 in particular)
+
+Odoo Enterprise reports have known performance issues on large databases. The Phase 2 design doc must lock in:
+
+- Denormalized read paths for trial balance and general ledger (materialized aggregations refreshed on `account.move` post)
+- Lazy-load line detail (drill-down fetches separately, not all at once)
+- Cache report runs per `(company_id, period, filter_hash)` with invalidation on `account.move.line` write/post/cancel
+- Parallel computation across companies in multi-company reports
+- SQL query review (no Python aggregation of large result sets)
+
+### 7.6 Multi-Company, Multi-Currency, Analytic
+
+Not a separate phase. Woven into every phase's exit criteria:
+
+- Every fusion model with company-scoped data has `company_id` field and a multi-company record rule
+- Every monetary field pairs with `currency_id`
+- `analytic_mixin` (currently in `account_accountant/models/analytic_mixin.py`): declared in `fusion_accounting_core` via shared-field-ownership pattern so analytic tags survive Enterprise uninstall
+
+### 7.7 Localization
+
+Canadian HST is built into the existing AI module (`fusion_accounting_ai/services/prompts/domain_prompts.py`) and carries forward. Other localizations are deferred:
+
+- Each country-specific tax report becomes a `fusion.account.report` record in `fusion_accounting_reports/data/<country>_<report>.xml`
+- Country-specific chart of accounts: continue to use Odoo's `account.chart.template` mechanism (Community)
+- New countries are added on demand, per client engagement
+
+### 7.8 Hosting and Deployment
+
+Out of scope for this design doc; covered in workspace-root operational docs. fusion_accounting deploys to the existing Nexa Odoo infrastructure (per existing `fusion_accounting/CLAUDE.md`: `odoo-westin` for Westin Healthcare, equivalents for other clients). Deploy commands in CLAUDE.md carry forward.
+
+---
+
+## 8. Acceptance Criteria for This Roadmap
+
+This roadmap is considered "done" (and ready for the first writing-plans session for Phase 0) when:
+
+- The user has reviewed this document and signed off
+- No unresolved ambiguity remains in any of the locked decisions (sub-module topology, data preservation, phase order, architecture rules, upgrade workflow)
+- The empirical verification test (Section 3.6) is scheduled as part of Phase 0 and not deferred
+
+The next session's deliverable will be the Phase 0 implementation plan (via the `writing-plans` skill), which will turn Section 4.2 into actionable, testable tasks.
+
+---
+
+## 9. Open Questions Deferred to Future Sessions
+
+Items consciously left open here, to be resolved in their respective phase brainstorming sessions:
+
+- Phase 1: exact UI deltas from Odoo's bank rec widget (colour palette, AI confidence badge placement, keyboard shortcuts)
+- Phase 2: report definition data format (XML mirroring Odoo vs. our own simpler format)
+- Phase 2: caching layer implementation (in-memory vs. Redis vs. PostgreSQL materialized views)
+- Phase 4: which non-Canadian tax jurisdictions to seed
+- Phase 5: SMS provider integration (Twilio? `mail.sms` Odoo built-in?)
+- Phase 6: depreciation methods to support beyond linear/declining (sum-of-years-digits, units-of-production)
+- Phase 7+: which satellites have actual client demand right now
+
+---
+
+## 10. References
+
+- Workspace root: `/Users/gurpreet/Github/Odoo-Modules/`
+- Current AI module: `/Users/gurpreet/Github/Odoo-Modules/fusion_accounting/`
+- Current AI module conventions: `/Users/gurpreet/Github/Odoo-Modules/fusion_accounting/CLAUDE.md`
+- Workspace conventions: `/Users/gurpreet/Github/Odoo-Modules/CLAUDE.md`
+- WIP code (not continued): `/Users/gurpreet/Github/Odoo-Modules/Work in Progress/fusion_accounting/`
+- WIP audit report: `/Users/gurpreet/Github/Odoo-Modules/Work in Progress/fusion_accounting/AUDIT_REPORT.md`
+- Pinned Odoo source: `/Users/gurpreet/Github/RePackaged-Odoo/accounting/`
+- Plan file (this session): `/Users/gurpreet/.cursor/plans/fusion_accounting_takeover_roadmap_c851fdb4.plan.md`

fusion_claims/data/ir_cron_data.xml

@@ -168,5 +168,26 @@
             <field name="nextcall" eval="DateTime.now().replace(hour=3, minute=0, second=0)"/>
         </record>
 
+        <!-- Cron Job: ADP Hold Expiry Reminders (2026-04).
+             For each on-hold ADP case:
+               - Sends monthly reminder to the CLIENT (authorizer excluded per
+                 2026-04 authorizer email policy). Cadence:
+                 fusion_claims.adp_hold_reminder_interval_days (default 30).
+               - Sends ONE final warning to client + authorizer when funding
+                 expires within fusion_claims.adp_hold_final_warning_days_before_expiry
+                 (default 30 days before expiry).
+               - Silently skips cases where the client has no email on file.
+             Flags reset automatically when the case resumes from hold. -->
+        <record id="ir_cron_adp_hold_expiry_reminders" model="ir.cron">
+            <field name="name">Fusion Claims: ADP Hold Expiry Reminders</field>
+            <field name="model_id" ref="sale.model_sale_order"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_adp_hold_expiry_reminders()</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=9, minute=30, second=0)"/>
+        </record>
+
     </data>
 </odoo>

fusion_claims/report/invoice_report_landscape.xml

@@ -12,12 +12,16 @@
                 <t t-call="web.external_layout">
                     <t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
                     <t t-set="is_adp" t-value="doc.x_fc_is_adp_invoice"/>
-                    
+                    <!-- Brand colours from the company's document-layout config. -->
+                    <t t-set="_co" t-value="doc.company_id or env.company"/>
+                    <t t-set="primary" t-value="_co.primary_color or '#0066a1'"/>
+                    <t t-set="secondary" t-value="_co.secondary_color or '#90be6d'"/>
+
                     <style>
                         .fc-landscape { font-family: Arial, sans-serif; font-size: 11pt; }
                         .fc-landscape table { width: 100%; border-collapse: collapse; margin-bottom: 12px; }
                         .fc-landscape table.bordered, .fc-landscape table.bordered th, .fc-landscape table.bordered td { border: 1px solid #000; }
-                        .fc-landscape th { background-color: #0066a1; color: white; padding: 8px 10px; font-weight: bold; font-size: 10pt; }
+                        .fc-landscape th { background-color: <t t-out="primary"/>; color: white; padding: 8px 10px; font-weight: bold; font-size: 10pt; }
                         .fc-landscape td { padding: 6px 8px; vertical-align: top; font-size: 10pt; }
                         .fc-landscape .text-center { text-align: center; }
                         .fc-landscape .text-end { text-align: right; }
@@ -26,7 +30,7 @@
                         .fc-landscape .client-bg { background-color: #fff3e0; }
                         .fc-landscape .section-row { background-color: #f0f0f0; font-weight: bold; }
                         .fc-landscape .note-row { font-style: italic; }
-                        .fc-landscape h2 { color: #0066a1; margin: 10px 0; font-size: 18pt; }
+                        .fc-landscape h2 { color: <t t-out="primary"/>; margin: 10px 0; font-size: 18pt; }
                         .fc-landscape .info-table td { padding: 8px 12px; font-size: 11pt; }
                         .fc-landscape .info-table th { background-color: #f5f5f5; color: #333; font-size: 10pt; padding: 6px 12px; }
                         .fc-landscape .totals-table { border: 1px solid #000; }

fusion_claims/report/invoice_report_portrait.xml

@@ -11,7 +11,11 @@
                 <t t-call="web.external_layout">
                     <t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
                     <t t-set="is_adp" t-value="doc.x_fc_is_adp_invoice"/>
-                    
+                    <!-- Brand colours from the company's document-layout config. -->
+                    <t t-set="_co" t-value="doc.company_id or env.company"/>
+                    <t t-set="primary" t-value="_co.primary_color or '#005a83'"/>
+                    <t t-set="secondary" t-value="_co.secondary_color or '#90be6d'"/>
+
                     <style>
                         .fc-report { font-family: Arial, sans-serif; font-size: 10pt; }
                         .fc-report table { width: 100%; border-collapse: collapse; margin-bottom: 10px; }
@@ -25,7 +29,7 @@
                         .fc-report .client-bg { background-color: #fff3e0; }
                         .fc-report .section-row { background-color: #f8f8f8; font-weight: bold; }
                         .fc-report .note-row { font-style: italic; }
-                        .fc-report h4 { color: #005a83; margin: 0 0 15px 0; }
+                        .fc-report h4 { color: <t t-out="primary"/>; margin: 0 0 15px 0; }
                         .fc-report .totals-table { border: 1px solid #000; border-collapse: collapse; }
                         .fc-report .totals-table td { border: 1px solid #000; padding: 6px 8px; }
                     </style>

fusion_claims/report/report_accessibility_contract.xml

@@ -12,19 +12,22 @@
                 <t t-call="web.external_layout">
                     <t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
                     <t t-set="company" t-value="doc.company_id"/>
-                    
+                    <!-- Brand colours from the company's document-layout config. -->
+                    <t t-set="primary" t-value="(company.primary_color if company else False) or '#0066a1'"/>
+                    <t t-set="secondary" t-value="(company.secondary_color if company else False) or '#90be6d'"/>
+
                     <style>
                         .fc-contract { font-family: Arial, sans-serif; font-size: 8pt; line-height: 1.3; }
-                        .fc-contract h1 { color: #0066a1; font-size: 14pt; text-align: center; margin: 5px 0 10px 0; }
-                        .fc-contract h2 { color: #0066a1; font-size: 9pt; margin: 6px 0 3px 0; font-weight: bold; }
-                        .fc-contract h4 { color: #0066a1; margin: 0 0 10px 0; font-size: 13pt; }
+                        .fc-contract h1 { color: <t t-out="primary"/>; font-size: 14pt; text-align: center; margin: 5px 0 10px 0; }
+                        .fc-contract h2 { color: <t t-out="primary"/>; font-size: 9pt; margin: 6px 0 3px 0; font-weight: bold; }
+                        .fc-contract h4 { color: <t t-out="primary"/>; margin: 0 0 10px 0; font-size: 13pt; }
                         .fc-contract p { margin: 2px 0; text-align: justify; }
                         .fc-contract .intro { margin-bottom: 8px; font-size: 8pt; }
                         .fc-contract ul { margin: 2px 0 2px 15px; padding: 0; }
                         .fc-contract li { margin-bottom: 1px; }
                         .fc-contract table { width: 100%; border-collapse: collapse; }
                         .fc-contract table.bordered, .fc-contract table.bordered th, .fc-contract table.bordered td { border: 1px solid #000; }
-                        .fc-contract th { background-color: #0066a1; color: white; padding: 4px 6px; font-weight: bold; text-align: center; font-size: 8pt; }
+                        .fc-contract th { background-color: <t t-out="primary"/>; color: white; padding: 4px 6px; font-weight: bold; text-align: center; font-size: 8pt; }
                         .fc-contract td { padding: 3px 5px; vertical-align: top; font-size: 8pt; }
                         .fc-contract .text-center { text-align: center; }
                         .fc-contract .text-end { text-align: right; }
@@ -48,7 +51,7 @@
                         .fc-contract .sig-row { display: table; width: 100%; margin-bottom: 20px; }
                         .fc-contract .sig-col { display: table-cell; width: 48%; vertical-align: top; }
                         .fc-contract .sig-spacer { display: table-cell; width: 4%; }
-                        .fc-contract .sig-title { font-weight: bold; font-size: 9pt; color: #0066a1; margin-bottom: 8px; border-bottom: 2px solid #0066a1; padding-bottom: 3px; }
+                        .fc-contract .sig-title { font-weight: bold; font-size: 9pt; color: <t t-out="primary"/>; margin-bottom: 8px; border-bottom: 2px solid <t t-out="primary"/>; padding-bottom: 3px; }
                         .fc-contract .sig-field { margin-bottom: 12px; }
                         .fc-contract .sig-line { border-bottom: 1px solid #000; min-height: 25px; }
                         .fc-contract .sig-label { font-size: 7pt; color: #666; margin-top: 2px; }

fusion_claims/report/report_approved_items.xml

@@ -15,13 +15,16 @@
                     <t t-set="is_deduction" t-value="doc.x_fc_adp_application_status == 'approved_deduction'"/>
                     <t t-set="lines" t-value="doc.order_line.filtered(lambda l: l.product_id and l.display_type not in ('line_section', 'line_note'))"/>
                     <t t-set="has_deduction" t-value="any(l.x_fc_deduction_type and l.x_fc_deduction_type != 'none' for l in lines)"/>
+                    <!-- Brand colours from the company's document-layout config. -->
+                    <t t-set="primary" t-value="(company.primary_color if company else False) or '#0066a1'"/>
+                    <t t-set="secondary" t-value="(company.secondary_color if company else False) or '#90be6d'"/>
 
                     <style>
                         .fc-ai { font-family: Arial, sans-serif; font-size: 10pt; }
-                        .fc-ai h2 { color: #0066a1; font-size: 16pt; text-align: center; margin: 25px 0 20px 0; }
+                        .fc-ai h2 { color: <t t-out="primary"/>; font-size: 16pt; text-align: center; margin: 25px 0 20px 0; }
                         .fc-ai table { width: 100%; border-collapse: collapse; margin-bottom: 10px; }
                         .fc-ai table.bordered, .fc-ai table.bordered th, .fc-ai table.bordered td { border: 1px solid #000; }
-                        .fc-ai th { background-color: #0066a1; color: white; padding: 6px 8px; font-weight: bold; font-size: 9pt; }
+                        .fc-ai th { background-color: <t t-out="primary"/>; color: white; padding: 6px 8px; font-weight: bold; font-size: 9pt; }
                         .fc-ai td { padding: 5px 6px; vertical-align: top; font-size: 9pt; }
                         .fc-ai .text-center { text-align: center; }
                         .fc-ai .text-end { text-align: right; }

fusion_claims/report/report_grab_bar_waiver.xml

@@ -12,10 +12,13 @@
                 <t t-call="web.external_layout">
                     <t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
                     <t t-set="company" t-value="doc.company_id"/>
-                    
+                    <!-- Brand colours from the company's document-layout config. -->
+                    <t t-set="primary" t-value="(company.primary_color if company else False) or '#0066a1'"/>
+                    <t t-set="secondary" t-value="(company.secondary_color if company else False) or '#90be6d'"/>
+
                     <style>
                         .fc-waiver { font-family: Arial, sans-serif; font-size: 10pt; line-height: 1.5; }
-                        .fc-waiver h1 { color: #0066a1; font-size: 16pt; text-align: center; margin: 10px 0 20px 0; }
+                        .fc-waiver h1 { color: <t t-out="primary"/>; font-size: 16pt; text-align: center; margin: 10px 0 20px 0; }
                         .fc-waiver h2 { color: #333; font-size: 11pt; margin: 15px 0 8px 0; }
                         .fc-waiver p { margin: 8px 0; text-align: justify; }
                         .fc-waiver .intro { margin-bottom: 15px; font-style: italic; }

fusion_claims/report/report_mod_invoice.xml

@@ -17,20 +17,24 @@
                     <t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
                     <!-- Get sale order for MOD fields -->
                     <t t-set="so" t-value="doc.x_fc_source_sale_order_id"/>
+                    <!-- Brand colours from the company's document-layout config. -->
+                    <t t-set="_co" t-value="doc.company_id or env.company"/>
+                    <t t-set="primary" t-value="_co.primary_color or '#1a5276'"/>
+                    <t t-set="secondary" t-value="_co.secondary_color or '#90be6d'"/>
 
                     <style>
                         .fc-mod-inv { font-family: Arial, sans-serif; font-size: 10pt; }
                         .fc-mod-inv table { width: 100%; border-collapse: collapse; margin-bottom: 10px; }
                         .fc-mod-inv table.bordered, .fc-mod-inv table.bordered th, .fc-mod-inv table.bordered td { border: 1px solid #000; }
-                        .fc-mod-inv th { background-color: #1a5276; color: white; padding: 6px 8px; font-weight: bold; text-align: center; }
+                        .fc-mod-inv th { background-color: <t t-out="primary"/>; color: white; padding: 6px 8px; font-weight: bold; text-align: center; }
                         .fc-mod-inv td { padding: 6px 8px; vertical-align: top; }
                         .fc-mod-inv .text-center { text-align: center; }
                         .fc-mod-inv .text-end { text-align: right; }
                         .fc-mod-inv .text-start { text-align: left; }
                         .fc-mod-inv .section-row { background-color: #f0f0f0; font-weight: bold; }
                         .fc-mod-inv .note-row { font-style: italic; color: #555; font-size: 9pt; }
-                        .fc-mod-inv h4 { color: #1a5276; margin: 0 0 15px 0; font-size: 16pt; }
-                        .fc-mod-inv .req-box { border: 2px solid #1a5276; padding: 8px 12px; margin: 6px 0; background-color: #fafafa; }
+                        .fc-mod-inv h4 { color: <t t-out="primary"/>; margin: 0 0 15px 0; font-size: 16pt; }
+                        .fc-mod-inv .req-box { border: 2px solid <t t-out="primary"/>; padding: 8px 12px; margin: 6px 0; background-color: #fafafa; }
                     </style>
 
                     <div class="fc-mod-inv">

fusion_claims/report/report_mod_quotation.xml

@@ -9,21 +9,25 @@
             <t t-foreach="docs" t-as="doc">
                 <t t-call="web.external_layout">
                     <t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
+                    <!-- Brand colours from the company's document-layout config. -->
+                    <t t-set="_co" t-value="doc.company_id or env.company"/>
+                    <t t-set="primary" t-value="_co.primary_color or '#1a5276'"/>
+                    <t t-set="secondary" t-value="_co.secondary_color or '#90be6d'"/>
 
                     <style>
                         .fc-mod { font-family: Arial, sans-serif; font-size: 10pt; }
                         .fc-mod table { width: 100%; border-collapse: collapse; margin-bottom: 10px; }
                         .fc-mod table.bordered, .fc-mod table.bordered th, .fc-mod table.bordered td { border: 1px solid #000; }
-                        .fc-mod th { background-color: #1a5276; color: white; padding: 6px 8px; font-weight: bold; text-align: center; }
+                        .fc-mod th { background-color: <t t-out="primary"/>; color: white; padding: 6px 8px; font-weight: bold; text-align: center; }
                         .fc-mod td { padding: 6px 8px; vertical-align: top; }
                         .fc-mod .text-center { text-align: center; }
                         .fc-mod .text-end { text-align: right; }
                         .fc-mod .text-start { text-align: left; }
                         .fc-mod .section-row { background-color: #f0f0f0; font-weight: bold; }
-                        .fc-mod h4 { color: #1a5276; margin: 0 0 15px 0; font-size: 16pt; }
+                        .fc-mod h4 { color: <t t-out="primary"/>; margin: 0 0 15px 0; font-size: 16pt; }
                         .fc-mod .info-header { background-color: #eaf2f8; color: #333; }
-                        .fc-mod .mod-accent { color: #1a5276; font-weight: bold; }
-                        .fc-mod .highlight-box { border: 2px solid #1a5276; padding: 10px; margin: 10px 0; background-color: #eaf2f8; }
+                        .fc-mod .mod-accent { color: <t t-out="primary"/>; font-weight: bold; }
+                        .fc-mod .highlight-box { border: 2px solid <t t-out="primary"/>; padding: 10px; margin: 10px 0; background-color: #eaf2f8; }
                     </style>
 
                     <div class="fc-mod">

fusion_claims/report/report_proof_of_delivery.xml

@@ -12,12 +12,16 @@
                 <t t-call="web.external_layout">
                     <t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
                     <t t-set="is_adp" t-value="doc.x_fc_is_adp_sale"/>
-                    
+                    <!-- Brand colours from the company's document-layout config. -->
+                    <t t-set="_co" t-value="doc.company_id or env.company"/>
+                    <t t-set="primary" t-value="_co.primary_color or '#0066a1'"/>
+                    <t t-set="secondary" t-value="_co.secondary_color or '#90be6d'"/>
+
                     <style>
                         .fc-pod { font-family: Arial, sans-serif; font-size: 10pt; }
                         .fc-pod table { width: 100%; border-collapse: collapse; margin-bottom: 10px; }
                         .fc-pod table.bordered, .fc-pod table.bordered th, .fc-pod table.bordered td { border: 1px solid #000; }
-                        .fc-pod th { background-color: #0066a1; color: white; padding: 6px 8px; font-weight: bold; font-size: 9pt; }
+                        .fc-pod th { background-color: <t t-out="primary"/>; color: white; padding: 6px 8px; font-weight: bold; font-size: 9pt; }
                         .fc-pod td { padding: 5px 6px; vertical-align: top; font-size: 9pt; }
                         .fc-pod .text-center { text-align: center; }
                         .fc-pod .text-end { text-align: right; }
@@ -25,7 +29,7 @@
                         .fc-pod .adp-bg { background-color: #e3f2fd; }
                         .fc-pod .section-row { background-color: #f0f0f0; font-weight: bold; }
                         .fc-pod .note-row { font-style: italic; }
-                        .fc-pod h2 { color: #0066a1; margin: 8px 0; font-size: 16pt; }
+                        .fc-pod h2 { color: <t t-out="primary"/>; margin: 8px 0; font-size: 16pt; }
                         .fc-pod .info-table td { padding: 6px 10px; font-size: 10pt; }
                         .fc-pod .info-table th { background-color: #f5f5f5; color: #333; font-size: 9pt; padding: 5px 10px; }
                         .fc-pod .signature-section { margin-top: 20px; border: 1px solid #000; padding: 15px; }

fusion_claims/report/report_proof_of_delivery_standard.xml

@@ -11,19 +11,23 @@
             <t t-foreach="docs" t-as="doc">
                 <t t-call="web.external_layout">
                     <t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
-                    
+                    <!-- Brand colours from the company's document-layout config. -->
+                    <t t-set="_co" t-value="doc.company_id or env.company"/>
+                    <t t-set="primary" t-value="_co.primary_color or '#0066a1'"/>
+                    <t t-set="secondary" t-value="_co.secondary_color or '#90be6d'"/>
+
                     <style>
                         .fc-pod { font-family: Arial, sans-serif; font-size: 10pt; }
                         .fc-pod table { width: 100%; border-collapse: collapse; margin-bottom: 10px; }
                         .fc-pod table.bordered, .fc-pod table.bordered th, .fc-pod table.bordered td { border: 1px solid #000; }
-                        .fc-pod th { background-color: #0066a1; color: white; padding: 6px 8px; font-weight: bold; font-size: 9pt; }
+                        .fc-pod th { background-color: <t t-out="primary"/>; color: white; padding: 6px 8px; font-weight: bold; font-size: 9pt; }
                         .fc-pod td { padding: 5px 6px; vertical-align: top; font-size: 9pt; }
                         .fc-pod .text-center { text-align: center; }
                         .fc-pod .text-end { text-align: right; }
                         .fc-pod .text-start { text-align: left; }
                         .fc-pod .section-row { background-color: #f0f0f0; font-weight: bold; }
                         .fc-pod .note-row { font-style: italic; }
-                        .fc-pod h2 { color: #0066a1; margin: 8px 0; font-size: 16pt; }
+                        .fc-pod h2 { color: <t t-out="primary"/>; margin: 8px 0; font-size: 16pt; }
                         .fc-pod .info-table td { padding: 6px 10px; font-size: 10pt; }
                         .fc-pod .info-table th { background-color: #f5f5f5; color: #333; font-size: 9pt; padding: 5px 10px; }
                         .fc-pod .signature-section { margin-top: 20px; border: 1px solid #000; padding: 15px; }

fusion_claims/report/report_proof_of_pickup.xml

@@ -11,19 +11,25 @@
             <t t-foreach="docs" t-as="doc">
                 <t t-call="web.external_layout">
                     <t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
-                    
+                    <!-- Pickup uses the company's secondary brand colour (green by convention,
+                         distinct from the delivery report's primary). Falls back to legacy
+                         green if the company has not set a secondary colour. -->
+                    <t t-set="_co" t-value="doc.company_id or env.company"/>
+                    <t t-set="primary" t-value="_co.primary_color or '#0066a1'"/>
+                    <t t-set="secondary" t-value="_co.secondary_color or '#2e7d32'"/>
+
                     <style>
                         .fc-pop { font-family: Arial, sans-serif; font-size: 10pt; }
                         .fc-pop table { width: 100%; border-collapse: collapse; margin-bottom: 10px; }
                         .fc-pop table.bordered, .fc-pop table.bordered th, .fc-pop table.bordered td { border: 1px solid #000; }
-                        .fc-pop th { background-color: #2e7d32; color: white; padding: 6px 8px; font-weight: bold; font-size: 9pt; }
+                        .fc-pop th { background-color: <t t-out="secondary"/>; color: white; padding: 6px 8px; font-weight: bold; font-size: 9pt; }
                         .fc-pop td { padding: 5px 6px; vertical-align: top; font-size: 9pt; }
                         .fc-pop .text-center { text-align: center; }
                         .fc-pop .text-end { text-align: right; }
                         .fc-pop .text-start { text-align: left; }
                         .fc-pop .section-row { background-color: #f0f0f0; font-weight: bold; }
                         .fc-pop .note-row { font-style: italic; }
-                        .fc-pop h2 { color: #2e7d32; margin: 8px 0; font-size: 16pt; }
+                        .fc-pop h2 { color: <t t-out="secondary"/>; margin: 8px 0; font-size: 16pt; }
                         .fc-pop .info-table td { padding: 6px 10px; font-size: 10pt; }
                         .fc-pop .info-table th { background-color: #f5f5f5; color: #333; font-size: 9pt; padding: 5px 10px; }
                         .fc-pop .signature-section { margin-top: 20px; border: 1px solid #000; padding: 15px; }

fusion_claims/report/report_templates.xml

@@ -5,6 +5,21 @@
     Part of the Fusion Claim Assistant product family.
 -->
 <odoo>
+    <!--
+        Colour convention used across fusion_claims reports (2026-04):
+        Each report should set `primary` and `secondary` near the top of
+        its template body, drawing from the company's brand colours
+        configured via the document-layout wizard:
+
+            <t t-set="_co" t-value="doc.company_id or env.company"/>
+            <t t-set="primary" t-value="_co.primary_color or '#0066a1'"/>
+            <t t-set="secondary" t-value="_co.secondary_color or '#90be6d'"/>
+
+        Then reference `<t t-out="primary"/>` inside the <style> block and
+        inline `style="..."` attributes. Fallbacks preserve legacy rendering
+        on databases that have never set a colour.
+    -->
+
     <!-- Shared Report Header Template -->
     <template id="report_header_fusion_claims">
         <div class="fc-header">
@@ -117,20 +132,21 @@
         </div>
     </template>
 
-    <!-- Report Styles -->
+    <!-- Report Styles (callers should set `primary` before t-call). -->
     <template id="report_styles_fusion_claims">
+        <t t-set="primary" t-value="primary or ((company.primary_color if company else False) or '#0077b6')"/>
         <style>
             .fc-header { margin-bottom: 20px; }
             .fc-footer { margin-top: 20px; }
             .fc-table { width: 100%; border-collapse: collapse; }
-            .fc-table th { background-color: #0077b6; color: white; padding: 8px; text-align: left; }
+            .fc-table th { background-color: <t t-out="primary"/>; color: white; padding: 8px; text-align: left; }
             .fc-table td { padding: 6px; border-bottom: 1px solid #ddd; }
             .fc-table .section-header { background-color: #f0f0f0; font-weight: bold; }
             .fc-table .text-end { text-align: right; }
             .fc-totals { margin-top: 20px; }
             .fc-totals table { width: 300px; float: right; }
             .fc-totals td { padding: 4px 8px; }
-            .fc-totals .total-row { font-weight: bold; background-color: #0077b6; color: white; }
+            .fc-totals .total-row { font-weight: bold; background-color: <t t-out="primary"/>; color: white; }
         </style>
     </template>
 

fusion_claims/report/sale_report_landscape.xml

@@ -12,12 +12,16 @@
                 <t t-call="web.external_layout">
                     <t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
                     <t t-set="is_adp" t-value="doc.x_fc_is_adp_sale"/>
-                    
+                    <!-- Brand colours from the company's document-layout config. -->
+                    <t t-set="_co" t-value="doc.company_id or env.company"/>
+                    <t t-set="primary" t-value="_co.primary_color or '#0066a1'"/>
+                    <t t-set="secondary" t-value="_co.secondary_color or '#90be6d'"/>
+
                     <style>
                         .fc-landscape { font-family: Arial, sans-serif; font-size: 11pt; }
                         .fc-landscape table { width: 100%; border-collapse: collapse; margin-bottom: 12px; }
                         .fc-landscape table.bordered, .fc-landscape table.bordered th, .fc-landscape table.bordered td { border: 1px solid #000; }
-                        .fc-landscape th { background-color: #0066a1; color: white; padding: 8px 10px; font-weight: bold; font-size: 10pt; }
+                        .fc-landscape th { background-color: <t t-out="primary"/>; color: white; padding: 8px 10px; font-weight: bold; font-size: 10pt; }
                         .fc-landscape td { padding: 6px 8px; vertical-align: top; font-size: 10pt; }
                         .fc-landscape .text-center { text-align: center; }
                         .fc-landscape .text-end { text-align: right; }
@@ -26,7 +30,7 @@
                         .fc-landscape .client-bg { background-color: #fff3e0; }
                         .fc-landscape .section-row { background-color: #f0f0f0; font-weight: bold; }
                         .fc-landscape .note-row { font-style: italic; }
-                        .fc-landscape h2 { color: #0066a1; margin: 10px 0; font-size: 18pt; }
+                        .fc-landscape h2 { color: <t t-out="primary"/>; margin: 10px 0; font-size: 18pt; }
                         .fc-landscape .info-table td { padding: 8px 12px; font-size: 11pt; }
                         .fc-landscape .info-table th { background-color: #f5f5f5; color: #333; font-size: 10pt; padding: 6px 12px; }
                         .fc-landscape .totals-table { border: 1px solid #000; }

fusion_claims/report/sale_report_portrait.xml

@@ -11,12 +11,16 @@
                 <t t-call="web.external_layout">
                     <t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
                     <t t-set="is_adp" t-value="doc.x_fc_is_adp_sale"/>
-                    
+                    <!-- Brand colours from the company's document-layout config. -->
+                    <t t-set="_co" t-value="doc.company_id or env.company"/>
+                    <t t-set="primary" t-value="_co.primary_color or '#0066a1'"/>
+                    <t t-set="secondary" t-value="_co.secondary_color or '#90be6d'"/>
+
                     <style>
                         .fc-report { font-family: Arial, sans-serif; font-size: 10pt; }
                         .fc-report table { width: 100%; border-collapse: collapse; margin-bottom: 10px; }
                         .fc-report table.bordered, .fc-report table.bordered th, .fc-report table.bordered td { border: 1px solid #000; }
-                        .fc-report th { background-color: #0066a1; color: white; padding: 6px 8px; font-weight: bold; text-align: center; }
+                        .fc-report th { background-color: <t t-out="primary"/>; color: white; padding: 6px 8px; font-weight: bold; text-align: center; }
                         .fc-report td { padding: 6px 8px; vertical-align: top; }
                         .fc-report .text-center { text-align: center; }
                         .fc-report .text-end { text-align: right; }
@@ -25,7 +29,7 @@
                         .fc-report .client-bg { background-color: #fff3e0; }
                         .fc-report .section-row { background-color: #f0f0f0; font-weight: bold; }
                         .fc-report .note-row { font-style: italic; }
-                        .fc-report h4 { color: #0066a1; margin: 0 0 15px 0; font-size: 16pt; }
+                        .fc-report h4 { color: <t t-out="primary"/>; margin: 0 0 15px 0; font-size: 16pt; }
                         .fc-report .totals-table { border: 1px solid #000; border-collapse: collapse; }
                         .fc-report .totals-table td { border: 1px solid #000; padding: 6px 8px; }
                         .fc-report .info-header { background-color: #f5f5f5; color: #333; }

fusion_claims/views/sale_order_views.xml

@@ -1385,12 +1385,12 @@
                         confirm="Reopen this cancelled application at the Quotation stage?"
                         help="Return a cancelled application to Quotation"/>
 
-                <button name="action_adp_reopen_expired" type="object"
-                        string="Reopen" class="btn-info"
-                        icon="fa-refresh"
-                        invisible="not x_fc_is_adp_sale or x_fc_adp_application_status != 'expired'"
-                        confirm="Reopen this expired application at the Quotation stage?"
-                        help="Return an expired application to Quotation"/>
+                <button name="action_adp_duplicate_for_reassessment" type="object"
+                        string="Create Reassessment Order" class="btn-primary"
+                        icon="fa-copy"
+                        invisible="not x_fc_is_adp_sale or x_fc_adp_application_status not in ('expired', 'cancelled')"
+                        confirm="Create a new sale order for reassessment? The old order stays as a historical record. The authorizer will need to complete a new assessment before resubmission."
+                        help="Create a new order linked to this one so the authorizer can reassess the client's needs"/>
 
                 <button name="action_adp_resubmit_from_denied" type="object"
                         string="Resubmit" class="btn-primary"
@@ -1604,11 +1604,11 @@
                                         icon="fa-refresh"
                                         invisible="x_fc_adp_application_status != 'cancelled'"
                                         confirm="Reopen this cancelled application at the Quotation stage?"/>
-                                <button name="action_adp_reopen_expired" type="object"
-                                        string="Reopen" class="btn-info btn-sm me-1"
-                                        icon="fa-refresh"
-                                        invisible="x_fc_adp_application_status != 'expired'"
-                                        confirm="Reopen this expired application at the Quotation stage?"/>
+                                <button name="action_adp_duplicate_for_reassessment" type="object"
+                                        string="Create Reassessment Order" class="btn-primary btn-sm me-1"
+                                        icon="fa-copy"
+                                        invisible="x_fc_adp_application_status not in ('expired', 'cancelled')"
+                                        confirm="Create a new sale order for reassessment? The authorizer will need to complete a new assessment before resubmission."/>
                                 <button name="action_adp_resubmit_from_denied" type="object"
                                         string="Resubmit" class="btn-primary btn-sm me-1"
                                         icon="fa-repeat"
@@ -2635,10 +2635,134 @@
                         context="{'group_by': 'x_fc_adp_application_status'}"/>
                 <filter string="Client Type" name="group_client_type" 
                         context="{'group_by': 'x_fc_client_type'}"/>
-                <filter string="Authorizer" name="group_authorizer" 
+                <filter string="Authorizer" name="group_authorizer"
                         context="{'group_by': 'x_fc_authorizer_id'}"/>
             </xpath>
         </field>
     </record>
 
+    <!-- ===================================================================== -->
+    <!-- SALE ORDER FORM: WSIB / Insurance / MDC / Hardship Case Details       -->
+    <!-- ===================================================================== -->
+    <record id="view_order_form_fusion_claims_funder_workflows" model="ir.ui.view">
+        <field name="name">sale.order.form.fusion.claims.funder.workflows</field>
+        <field name="model">sale.order</field>
+        <field name="inherit_id" ref="sale.view_order_form"/>
+        <field name="priority">48</field>
+        <field name="arch" type="xml">
+            <xpath expr="//group[@name='sale_header']" position="after">
+                <field name="x_fc_show_wsib_fields" invisible="1"/>
+                <field name="x_fc_show_insurance_fields" invisible="1"/>
+                <field name="x_fc_show_mdc_fields" invisible="1"/>
+                <field name="x_fc_show_hardship_fields" invisible="1"/>
+                <field name="x_fc_is_wsib_sale" invisible="1"/>
+                <field name="x_fc_is_insurance_sale" invisible="1"/>
+                <field name="x_fc_is_mdc_sale" invisible="1"/>
+                <field name="x_fc_is_hardship_sale" invisible="1"/>
+
+                <!-- ================== WSIB ================== -->
+                <group name="wsib_case_details" string="WSIB Case"
+                       invisible="not x_fc_show_wsib_fields">
+                    <group>
+                        <field name="x_fc_wsib_status" string="Status"
+                               required="x_fc_sale_type == 'wsib'"/>
+                        <field name="x_fc_wsib_claim_number"/>
+                        <field name="x_fc_wsib_adjudicator_name"/>
+                    </group>
+                    <group>
+                        <field name="x_fc_wsib_form_7_date"/>
+                        <field name="x_fc_wsib_approval_date"
+                               invisible="x_fc_wsib_status in ('quotation', 'assessment_scheduled', 'assessment_completed', 'documents_ready', 'submitted_to_wsib')"/>
+                        <field name="x_fc_wsib_approval_letter"
+                               filename="x_fc_wsib_approval_letter_filename"
+                               invisible="x_fc_wsib_status in ('quotation', 'assessment_scheduled', 'assessment_completed', 'documents_ready', 'submitted_to_wsib')"/>
+                        <field name="x_fc_wsib_approval_letter_filename" invisible="1"/>
+                    </group>
+                </group>
+
+                <!-- ================== INSURANCE ================== -->
+                <group name="insurance_case_details" string="Insurance Case"
+                       invisible="not x_fc_show_insurance_fields">
+                    <group>
+                        <field name="x_fc_insurance_status" string="Status"
+                               required="x_fc_sale_type == 'insurance'"/>
+                        <field name="x_fc_insurance_submission_mode"/>
+                        <field name="x_fc_insurance_company_id"/>
+                        <field name="x_fc_insurance_letter_source"/>
+                        <field name="x_fc_insurance_home_assessment_required"/>
+                    </group>
+                    <group>
+                        <field name="x_fc_insurance_policy_number"/>
+                        <field name="x_fc_insurance_claim_number"/>
+                        <field name="x_fc_insurance_pre_auth_amount"
+                               invisible="x_fc_insurance_submission_mode != 'direct_bill'"/>
+                        <field name="x_fc_insurance_pre_auth_expiry"
+                               invisible="x_fc_insurance_submission_mode != 'direct_bill'"/>
+                        <field name="x_fc_insurance_approval_letter"
+                               filename="x_fc_insurance_approval_letter_filename"
+                               invisible="x_fc_insurance_status in ('quotation', 'home_assessment_scheduled', 'home_assessment_completed', 'documents_ready', 'submitted_by_client', 'pre_auth_submitted')"/>
+                        <field name="x_fc_insurance_approval_letter_filename" invisible="1"/>
+                    </group>
+                </group>
+
+                <!-- ================== MDC ================== -->
+                <group name="mdc_case_details" string="Muscular Dystrophy Case"
+                       invisible="not x_fc_show_mdc_fields">
+                    <group>
+                        <field name="x_fc_mdc_status" string="Status"
+                               required="x_fc_sale_type == 'muscular_dystrophy'"/>
+                        <field name="x_fc_mdc_client_id_number"/>
+                        <field name="x_fc_mdc_enrollment_verified"/>
+                        <field name="x_fc_mdc_enrollment_verified_date"
+                               invisible="not x_fc_mdc_enrollment_verified"/>
+                        <field name="x_fc_mdc_letter_source"/>
+                        <field name="x_fc_mdc_submitted_by"/>
+                    </group>
+                    <group>
+                        <field name="x_fc_mdc_po_number"
+                               invisible="x_fc_mdc_status in ('quotation', 'awaiting_ot_letter', 'documents_ready', 'submitted_to_mdc')"/>
+                        <field name="x_fc_mdc_po_date"
+                               invisible="x_fc_mdc_status in ('quotation', 'awaiting_ot_letter', 'documents_ready', 'submitted_to_mdc')"/>
+                        <field name="x_fc_mdc_po_amount"
+                               invisible="x_fc_mdc_status in ('quotation', 'awaiting_ot_letter', 'documents_ready', 'submitted_to_mdc')"/>
+                        <field name="x_fc_mdc_payment_due_date" readonly="1"
+                               invisible="not x_fc_mdc_po_date"/>
+                        <field name="x_fc_mdc_po_document"
+                               filename="x_fc_mdc_po_document_filename"
+                               invisible="x_fc_mdc_status in ('quotation', 'awaiting_ot_letter', 'documents_ready', 'submitted_to_mdc')"/>
+                        <field name="x_fc_mdc_po_document_filename" invisible="1"/>
+                    </group>
+                </group>
+
+                <!-- ================== HARDSHIP ================== -->
+                <group name="hardship_case_details" string="Hardship Funding Case"
+                       invisible="not x_fc_show_hardship_fields">
+                    <group>
+                        <field name="x_fc_hardship_status" string="Status"
+                               required="x_fc_sale_type == 'hardship'"/>
+                        <field name="x_fc_hardship_funder_id"/>
+                        <field name="x_fc_hardship_submitted_by"/>
+                        <field name="x_fc_hardship_pre_assessment_source"/>
+                    </group>
+                    <group>
+                        <field name="x_fc_hardship_interview_date"
+                               invisible="x_fc_hardship_status in ('quotation', 'awaiting_pre_assessment', 'pre_assessment_complete', 'application_package_ready', 'submitted_to_hf')"/>
+                        <field name="x_fc_hardship_approval_date"
+                               invisible="x_fc_hardship_status in ('quotation', 'awaiting_pre_assessment', 'pre_assessment_complete', 'application_package_ready', 'submitted_to_hf', 'eligibility_interview')"/>
+                        <field name="x_fc_hardship_approval_received_via"
+                               invisible="x_fc_hardship_status in ('quotation', 'awaiting_pre_assessment', 'pre_assessment_complete', 'application_package_ready', 'submitted_to_hf', 'eligibility_interview')"/>
+                        <field name="x_fc_hardship_approval_amount"
+                               invisible="x_fc_hardship_status in ('quotation', 'awaiting_pre_assessment', 'pre_assessment_complete', 'application_package_ready', 'submitted_to_hf', 'eligibility_interview')"/>
+                        <field name="x_fc_hardship_client_portion"
+                               invisible="x_fc_hardship_status in ('quotation', 'awaiting_pre_assessment', 'pre_assessment_complete', 'application_package_ready', 'submitted_to_hf', 'eligibility_interview')"/>
+                        <field name="x_fc_hardship_approval_letter"
+                               filename="x_fc_hardship_approval_letter_filename"
+                               invisible="x_fc_hardship_status in ('quotation', 'awaiting_pre_assessment', 'pre_assessment_complete', 'application_package_ready', 'submitted_to_hf', 'eligibility_interview')"/>
+                        <field name="x_fc_hardship_approval_letter_filename" invisible="1"/>
+                    </group>
+                </group>
+            </xpath>
+        </field>
+    </record>
+
 </odoo>

fusion_plating/fusion_plating/__init__.py

@@ -0,0 +1,32 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+import logging
+
+from . import controllers
+from . import models
+
+_logger = logging.getLogger(__name__)
+
+
+def post_init_hook(env):
+    """Auto-detect a sensible default timezone on first install.
+
+    Sets ``res.company.x_fc_default_tz`` to the admin user's timezone
+    (Odoo populates that from the browser on first login), falling back
+    to the host server's timezone, then to ``America/Toronto`` as a
+    last resort. Only writes when the field is still empty so re-installs
+    never clobber a user's choice.
+    """
+    from .models.fp_tz import detect_default_tz
+
+    detected = detect_default_tz(env)
+    for company in env['res.company'].sudo().search([]):
+        if not company.x_fc_default_tz:
+            company.x_fc_default_tz = detected
+            _logger.info(
+                'Fusion Plating: set default timezone for company %s -> %s',
+                company.name, detected,
+            )

fusion_plating/fusion_plating/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating',
-    'version': '19.0.1.0.0',
+    'version': '19.0.3.0.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Core plating / metal finishing ERP: facilities, processes, tanks, baths, jobs, operators.',
     'description': """
@@ -90,9 +90,14 @@ Copyright (c) 2026 Nexa Systems Inc. All rights reserved.
         'views/fp_facility_views.xml',
         'views/fp_bath_views.xml',
         'views/fp_process_node_views.xml',
+        'views/fp_rack_views.xml',
+        'views/fp_bath_replenishment_views.xml',
+        'views/fp_operator_certification_views.xml',
+        'views/res_config_settings_views.xml',
         'views/fp_menu.xml',
         'data/fp_recipe_enp_alum_basic.xml',
     ],
+    'post_init_hook': 'post_init_hook',
     'assets': {
         'web.assets_backend': [
             'fusion_plating/static/src/scss/fusion_plating.scss',

fusion_plating/fusion_plating/models/__init__.py

@@ -12,5 +12,10 @@ from . import fp_bath
 from . import fp_bath_log
 from . import fp_bath_log_line
 from . import fp_bath_parameter
+from . import fp_bath_replenishment_rule
 from . import fp_process_node
+from . import fp_rack
+from . import fp_operator_certification
+from . import fp_tz
 from . import res_company
+from . import res_config_settings

fusion_plating/fusion_plating/models/fp_bath_log_line.py

@@ -112,3 +112,47 @@ class FpBathLogLine(models.Model):
                 rec.status = 'warning'
             else:
                 rec.status = 'ok'
+
+    # ------------------------------------------------------------------
+    # T1.2 — Auto-suggest replenishment on every log line
+    # ------------------------------------------------------------------
+    @api.model_create_multi
+    def create(self, vals_list):
+        lines = super().create(vals_list)
+        lines._spawn_replenishment_suggestions()
+        return lines
+
+    def _spawn_replenishment_suggestions(self):
+        """For every out-of-spec reading, run the matching replenishment
+        rule and create a pending suggestion the operator can apply."""
+        Rule = self.env['fusion.plating.bath.replenishment.rule']
+        Suggestion = self.env['fusion.plating.bath.replenishment.suggestion']
+        for line in self:
+            if not line.parameter_id or not line.log_id.bath_id:
+                continue
+            bath = line.log_id.bath_id
+            rules = Rule._find_rules(bath, line.parameter_id.id)
+            for rule in rules:
+                dose = rule._compute_dose(
+                    line.value, line.target_min, line.target_max, bath.volume,
+                )
+                if dose <= 0:
+                    continue
+                Suggestion.create({
+                    'bath_id': bath.id,
+                    'log_line_id': line.id,
+                    'rule_id': rule.id,
+                    'parameter_id': line.parameter_id.id,
+                    'current_value': line.value,
+                    'target_min': line.target_min,
+                    'target_max': line.target_max,
+                    'product_name': rule.product_name,
+                    'dose_amount': dose,
+                    'dose_uom': rule.dose_uom,
+                    'state': 'pending',
+                })
+                bath.message_post(
+                    body=f'Replenishment suggested: add {dose} {rule.dose_uom} '
+                         f'of {rule.product_name} ({line.parameter_id.name} '
+                         f'reading: {line.value})',
+                )

fusion_plating/fusion_plating/models/fp_bath_replenishment_rule.py

@@ -0,0 +1,170 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import api, fields, models
+
+
+class FpBathReplenishmentRule(models.Model):
+    """Linear replenishment rule: when a chemistry reading drifts outside
+    target, calculate how much replenisher to add.
+
+    The formula is deliberately simple:
+        dose = deficit × bath.volume × dose_rate
+
+    where deficit = (target_min − value) for below_min rules
+    or            = (value − target_max) for above_max rules.
+
+    Shops wanting non-linear or piecewise rules can extend this model.
+    """
+    _name = 'fusion.plating.bath.replenishment.rule'
+    _description = 'Fusion Plating — Replenishment Rule'
+    _order = 'process_type_id, parameter_id'
+
+    name = fields.Char(string='Rule Name', required=True)
+    process_type_id = fields.Many2one(
+        'fusion.plating.process.type', string='Process Type',
+        help='If set, this rule applies to every bath running this process. '
+             'Leave blank and set bath_id for a bath-specific rule.',
+    )
+    bath_id = fields.Many2one(
+        'fusion.plating.bath', string='Specific Bath',
+        help='Narrow the rule to a single bath (overrides process-level rule).',
+    )
+    parameter_id = fields.Many2one(
+        'fusion.plating.bath.parameter', string='Parameter', required=True,
+    )
+    trigger = fields.Selection(
+        [('below_min', 'Reading Below Target Min'),
+         ('above_max', 'Reading Above Target Max')],
+        string='Trigger', required=True, default='below_min',
+    )
+    product_name = fields.Char(
+        string='Replenisher Name', required=True,
+        help='Human-readable chemical name, e.g. "Nickel Sulfamate 30% — Grade A"',
+    )
+    product_id = fields.Many2one(
+        'product.product', string='Product (Inventory)',
+        help='Optional link to an inventory product for consumption tracking.',
+    )
+    dose_rate = fields.Float(
+        string='Dose Rate', required=True, digits=(12, 4),
+        help='Amount of replenisher per unit of parameter deficit per gallon '
+             'of bath volume. E.g. 0.5 means "add 0.5 mL per (g/L deficit) per gallon".',
+    )
+    dose_uom = fields.Selection(
+        [('ml', 'mL'), ('oz', 'fl oz'), ('g', 'g'), ('lb', 'lb'), ('l', 'L')],
+        string='Dose UoM', required=True, default='ml',
+    )
+    min_dose = fields.Float(
+        string='Minimum Dose', default=0.0,
+        help='Do not suggest doses below this (useful to avoid noise).',
+    )
+    max_dose = fields.Float(
+        string='Safety Cap', default=0.0,
+        help='Cap the suggested dose. 0 = no cap.',
+    )
+    notes = fields.Text(string='Operator Notes')
+    active = fields.Boolean(default=True)
+
+    @api.model
+    def _find_rules(self, bath, parameter_id):
+        """Return rules applicable to this (bath, parameter). Bath-specific
+        rules take precedence over process-level ones.
+        """
+        bath_rule = self.search([
+            ('bath_id', '=', bath.id),
+            ('parameter_id', '=', parameter_id),
+            ('active', '=', True),
+        ])
+        if bath_rule:
+            return bath_rule
+        return self.search([
+            ('bath_id', '=', False),
+            ('process_type_id', '=', bath.process_type_id.id),
+            ('parameter_id', '=', parameter_id),
+            ('active', '=', True),
+        ])
+
+    def _compute_dose(self, value, target_min, target_max, bath_volume):
+        """Return a dose amount for this rule given the reading context.
+        Returns 0.0 if the trigger doesn't apply.
+        """
+        self.ensure_one()
+        deficit = 0.0
+        if self.trigger == 'below_min' and target_min and value < target_min:
+            deficit = target_min - value
+        elif self.trigger == 'above_max' and target_max and value > target_max:
+            deficit = value - target_max
+        if deficit <= 0:
+            return 0.0
+        dose = deficit * (bath_volume or 1.0) * self.dose_rate
+        if self.min_dose and dose < self.min_dose:
+            return 0.0
+        if self.max_dose and dose > self.max_dose:
+            dose = self.max_dose
+        return round(dose, 3)
+
+
+class FpBathReplenishmentSuggestion(models.Model):
+    """One suggestion generated from a bath-log reading. Operators mark
+    them applied or dismissed once the dose has been added."""
+    _name = 'fusion.plating.bath.replenishment.suggestion'
+    _description = 'Fusion Plating — Replenishment Suggestion'
+    _inherit = ['mail.thread']
+    _order = 'create_date desc, id desc'
+
+    bath_id = fields.Many2one(
+        'fusion.plating.bath', string='Bath', required=True, ondelete='cascade',
+    )
+    log_line_id = fields.Many2one(
+        'fusion.plating.bath.log.line', string='Triggering Reading',
+        ondelete='cascade',
+    )
+    rule_id = fields.Many2one(
+        'fusion.plating.bath.replenishment.rule', string='Rule',
+        ondelete='set null',
+    )
+    parameter_id = fields.Many2one(
+        'fusion.plating.bath.parameter', string='Parameter', required=True,
+    )
+    current_value = fields.Float(string='Current Reading', digits=(12, 4))
+    target_min = fields.Float(string='Target Min', digits=(12, 4))
+    target_max = fields.Float(string='Target Max', digits=(12, 4))
+    product_name = fields.Char(string='Replenisher', required=True)
+    dose_amount = fields.Float(string='Suggested Dose', digits=(12, 3))
+    dose_uom = fields.Selection(
+        [('ml', 'mL'), ('oz', 'fl oz'), ('g', 'g'), ('lb', 'lb'), ('l', 'L')],
+        string='UoM', required=True, default='ml',
+    )
+    state = fields.Selection(
+        [('pending', 'Pending'), ('applied', 'Applied'), ('dismissed', 'Dismissed')],
+        default='pending', tracking=True,
+    )
+    applied_at = fields.Datetime(readonly=True)
+    applied_by_id = fields.Many2one('res.users', readonly=True)
+    charged_to_mo_ref = fields.Char(
+        string='Charged to MO',
+        help='Manufacturing order this replenishment was charged against '
+             '(for job costing). Blank = unassigned.',
+    )
+
+    def action_apply(self):
+        """Mark applied + log to bath chatter. A follow-up JobConsumption
+        record can be created by `action_apply_and_charge()` to attribute
+        cost to a specific MO.
+        """
+        for rec in self:
+            rec.write({
+                'state': 'applied',
+                'applied_at': fields.Datetime.now(),
+                'applied_by_id': self.env.user.id,
+            })
+            rec.bath_id.message_post(
+                body=f'Replenishment applied: {rec.dose_amount} {rec.dose_uom} '
+                     f'of {rec.product_name} (parameter: {rec.parameter_id.name})'
+            )
+
+    def action_dismiss(self):
+        self.write({'state': 'dismissed'})

fusion_plating/fusion_plating/models/fp_operator_certification.py

@@ -0,0 +1,145 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import api, fields, models, _
+
+
+class FpOperatorCertification(models.Model):
+    """A signed-off training record that certifies an operator on a
+    specific process type.
+
+    Used to gate shop-floor work orders: an operator cannot start a
+    plating WO unless they hold a current (non-expired) certification
+    for that process.
+    """
+    _name = 'fp.operator.certification'
+    _description = 'Fusion Plating — Operator Certification'
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+    _order = 'employee_id, process_type_id'
+
+    name = fields.Char(
+        string='Certification Ref',
+        compute='_compute_name', store=True,
+    )
+    employee_id = fields.Many2one(
+        'hr.employee', string='Operator', required=True,
+        ondelete='cascade', tracking=True,
+    )
+    process_type_id = fields.Many2one(
+        'fusion.plating.process.type', string='Process Type',
+        required=True, ondelete='restrict', tracking=True,
+    )
+    issued_date = fields.Date(
+        string='Issued', default=fields.Date.today, required=True,
+    )
+    expires_date = fields.Date(
+        string='Expires',
+        help='Blank = no expiry. Set a date for re-certification tracking.',
+    )
+    issued_by_id = fields.Many2one(
+        'res.users', string='Certified By', default=lambda self: self.env.user,
+    )
+    training_record_attachment_id = fields.Many2one(
+        'ir.attachment', string='Training Record',
+    )
+    notes = fields.Text(string='Notes')
+    revoked = fields.Boolean(string='Revoked', tracking=True)
+    revoked_reason = fields.Text(string='Revoked Reason')
+    state = fields.Selection(
+        [('active', 'Active'),
+         ('expired', 'Expired'),
+         ('revoked', 'Revoked')],
+        string='Status',
+        compute='_compute_state', store=True, tracking=True,
+        # NOT readonly=False — this is purely derived from revoked + expires_date
+        # so the nightly recompute never fights with manual edits.
+    )
+
+    @api.depends('employee_id', 'process_type_id')
+    def _compute_name(self):
+        for rec in self:
+            if rec.employee_id and rec.process_type_id:
+                rec.name = f'{rec.employee_id.name} / {rec.process_type_id.name}'
+            else:
+                rec.name = ''
+
+    @api.depends('expires_date', 'revoked')
+    def _compute_state(self):
+        today = fields.Date.today()
+        for rec in self:
+            if rec.revoked:
+                rec.state = 'revoked'
+            elif rec.expires_date and rec.expires_date < today:
+                rec.state = 'expired'
+            else:
+                rec.state = 'active'
+
+    @api.constrains('employee_id', 'process_type_id', 'revoked', 'expires_date')
+    def _check_single_active(self):
+        """At most one active certification per (employee, process_type)."""
+        today = fields.Date.today()
+        for rec in self:
+            if rec.revoked:
+                continue
+            if rec.expires_date and rec.expires_date < today:
+                continue
+            # This record is active — look for another active sibling
+            dupes = self.search_count([
+                ('id', '!=', rec.id),
+                ('employee_id', '=', rec.employee_id.id),
+                ('process_type_id', '=', rec.process_type_id.id),
+                ('revoked', '=', False),
+                '|', ('expires_date', '=', False),
+                     ('expires_date', '>=', today),
+            ])
+            if dupes:
+                from odoo.exceptions import ValidationError
+                raise ValidationError(_(
+                    'Operator %s already has an active certification for "%s". '
+                    'Revoke or expire the existing one before adding another.'
+                ) % (rec.employee_id.name, rec.process_type_id.name))
+
+    def action_revoke(self):
+        for rec in self:
+            rec.revoked = True
+            rec.message_post(body=_('Certification revoked.'))
+
+    @api.model
+    def has_active_cert(self, employee_id, process_type_id):
+        """Utility — True if this employee holds a current certification.
+
+        Checks revoked + expires_date directly instead of the computed
+        `state` column, so even a certification that expired yesterday
+        is caught immediately (no wait for nightly recompute).
+        """
+        if not employee_id or not process_type_id:
+            return False
+        today = fields.Date.today()
+        return bool(self.search_count([
+            ('employee_id', '=', employee_id),
+            ('process_type_id', '=', process_type_id),
+            ('revoked', '=', False),
+            '|', ('expires_date', '=', False),
+                 ('expires_date', '>=', today),
+        ]))
+
+
+class HrEmployee(models.Model):
+    _inherit = 'hr.employee'
+
+    x_fc_certification_ids = fields.One2many(
+        'fp.operator.certification', 'employee_id',
+        string='Plating Certifications',
+    )
+    x_fc_certified_process_ids = fields.Many2many(
+        'fusion.plating.process.type', compute='_compute_certified_processes',
+        string='Certified Processes',
+    )
+
+    @api.depends('x_fc_certification_ids.state', 'x_fc_certification_ids.process_type_id')
+    def _compute_certified_processes(self):
+        for emp in self:
+            active = emp.x_fc_certification_ids.filtered(lambda c: c.state == 'active')
+            emp.x_fc_certified_process_ids = active.mapped('process_type_id')

fusion_plating/fusion_plating/models/fp_process_node.py

@@ -6,6 +6,8 @@
 from odoo import api, fields, models, _
 from odoo.exceptions import ValidationError
 
+from .fp_tz import fp_isoformat_utc
+
 
 class FpProcessNode(models.Model):
     """A node in the process recipe tree.
@@ -312,9 +314,11 @@ class FpProcessNode(models.Model):
             'child_count': len(children),
             'opt_in_out': self.opt_in_out or 'disabled',
             'input_count': len(self.input_ids),
-            'create_date': self.create_date.isoformat() if self.create_date else '',
+            # ISO with explicit UTC marker so JS new Date() parses it
+            # correctly and re-localises to the browser's timezone.
+            'create_date': fp_isoformat_utc(self.create_date),
             'create_uid_name': self.create_uid.name if self.create_uid else '',
-            'write_date': self.write_date.isoformat() if self.write_date else '',
+            'write_date': fp_isoformat_utc(self.write_date),
             'write_uid_name': self.write_uid.name if self.write_uid else '',
             'children': children,
         }

fusion_plating/fusion_plating/models/fp_process_type.py

@@ -39,6 +39,20 @@ class FpProcessType(models.Model):
         required=True,
         ondelete='restrict',
     )
+    process_family = fields.Selection(
+        [('pre_treatment', 'Pre-Treatment'),
+         ('plating', 'Plating'),
+         ('post_treatment', 'Post-Treatment'),
+         ('bake', 'Hydrogen Bake / Heat Treat'),
+         ('strip', 'Strip'),
+         ('passivation', 'Passivation'),
+         ('masking', 'Masking / De-masking'),
+         ('inspection', 'Inspection / QC')],
+        string='Family', default='plating', required=True, tracking=True,
+        help='High-level grouping used to filter baths and plan routings. '
+             'Pre-treatments (alkaline clean, acid etch, zincate) should be '
+             'tracked as full baths with their own chemistry logs.',
+    )
     sequence = fields.Integer(
         string='Sequence',
         default=10,

fusion_plating/fusion_plating/models/fp_rack.py

@@ -0,0 +1,117 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import api, fields, models, _
+
+
+class FpRack(models.Model):
+    """Plating rack / barrel / fixture.
+
+    Racks carry parts through baths and accumulate nickel themselves over
+    time. Once the rack's metal turnover (MTO) count exceeds the strip
+    interval, the rack must be stripped before re-use to avoid bald spots
+    on parts.
+    """
+    _name = 'fusion.plating.rack'
+    _description = 'Fusion Plating — Rack / Fixture'
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+    _order = 'facility_id, rack_type, name'
+
+    name = fields.Char(string='Rack ID', required=True, tracking=True)
+    rack_type = fields.Selection(
+        [('rack', 'Rack'), ('barrel', 'Barrel'),
+         ('fixture', 'Fixture'), ('basket', 'Basket')],
+        string='Type', required=True, default='rack',
+    )
+    facility_id = fields.Many2one(
+        'fusion.plating.facility', string='Facility', required=True, tracking=True,
+    )
+    company_id = fields.Many2one(
+        'res.company', related='facility_id.company_id', store=True, readonly=True,
+    )
+    capacity = fields.Integer(
+        string='Capacity (parts)',
+        help='Max parts per load. Used for batch planning.',
+    )
+    contact_points = fields.Integer(
+        string='Contact Points',
+        help='Number of clips/tips that touch parts. Wear points for re-stripping.',
+    )
+
+    # --- Wear tracking ---
+    mto_count = fields.Float(
+        string='MTO (current)', default=0.0, tracking=True,
+        help='Metal turnover accumulated since last strip.',
+    )
+    strip_interval_mto = fields.Float(
+        string='Strip After (MTO)', default=3.0,
+        help='When MTO crosses this value, rack needs stripping.',
+    )
+    last_stripped_date = fields.Datetime(string='Last Stripped', tracking=True)
+    last_stripped_by_id = fields.Many2one(
+        'res.users', string='Stripped By', tracking=True,
+    )
+    strips_count = fields.Integer(string='Total Strips', default=0, readonly=True)
+
+    state = fields.Selection(
+        [('active', 'Active'),
+         ('needs_strip', 'Needs Strip'),
+         ('stripping', 'Stripping'),
+         ('retired', 'Retired')],
+        string='Status', default='active', required=True, tracking=True,
+        compute='_compute_state', store=True, readonly=False,
+    )
+    status_color = fields.Integer(compute='_compute_status_color')
+    notes = fields.Html(string='Notes')
+    active = fields.Boolean(default=True)
+
+    _sql_constraints = [
+        ('fp_rack_facility_name_uniq', 'unique(facility_id, name)',
+         'Rack ID must be unique per facility.'),
+    ]
+
+    # ------------------------------------------------------------------
+    # Computes
+    # ------------------------------------------------------------------
+    @api.depends('mto_count', 'strip_interval_mto')
+    def _compute_state(self):
+        for rec in self:
+            if rec.state in ('stripping', 'retired'):
+                continue  # Manually set — don't override
+            if rec.strip_interval_mto and rec.mto_count >= rec.strip_interval_mto:
+                rec.state = 'needs_strip'
+            elif rec.state != 'active':
+                rec.state = 'active'
+
+    @api.depends('state')
+    def _compute_status_color(self):
+        mapping = {'active': 4, 'needs_strip': 3, 'stripping': 2, 'retired': 10}
+        for rec in self:
+            rec.status_color = mapping.get(rec.state, 0)
+
+    # ------------------------------------------------------------------
+    # Actions
+    # ------------------------------------------------------------------
+    def action_start_strip(self):
+        self.write({'state': 'stripping'})
+
+    def action_mark_stripped(self):
+        for rec in self:
+            rec.write({
+                'state': 'active',
+                'mto_count': 0.0,
+                'last_stripped_date': fields.Datetime.now(),
+                'last_stripped_by_id': self.env.user.id,
+                'strips_count': rec.strips_count + 1,
+            })
+            rec.message_post(body=_('Rack stripped and returned to service.'))
+
+    def action_retire(self):
+        self.write({'state': 'retired', 'active': False})
+
+    def _increment_mto(self, delta=1.0):
+        """Add `delta` to the rack's MTO count. Called by the WO finish hook."""
+        for rec in self:
+            rec.mto_count = (rec.mto_count or 0.0) + delta

fusion_plating/fusion_plating/models/fp_tz.py

@@ -0,0 +1,161 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+"""Timezone helpers for Fusion Plating.
+
+The Postgres database stores all datetimes naive-UTC. Anything that is
+shown to a user — dashboards, PDFs, emails, OWL frontends — must be
+converted to a human's local timezone first.
+
+Resolution order for "what timezone does this user see":
+    1. The current user's `res.users.tz`
+    2. The current company's `x_fc_default_tz` (Fusion Plating setting)
+    3. UTC
+
+Use ``fp_user_tz(env)`` to get the resolved pytz tzinfo, then either
+convert datetimes yourself or use the convenience helpers
+``fp_format`` / ``fp_isoformat_utc``.
+"""
+
+import pytz
+
+
+def fp_user_tz(env):
+    """Return a pytz tzinfo for the current user (or company fallback)."""
+    name = (
+        (env.user.tz if env and env.user else None)
+        or (env.company.x_fc_default_tz if env and env.company else None)
+        or 'UTC'
+    )
+    try:
+        return pytz.timezone(name)
+    except Exception:
+        return pytz.UTC
+
+
+def fp_to_user_tz(env, dt):
+    """Convert a naive UTC datetime to a tz-aware datetime in the user's tz.
+
+    Returns ``None`` if ``dt`` is falsy. Datetimes that already carry a
+    tzinfo are converted in place; naive ones are assumed to be UTC
+    (matching Odoo's storage convention).
+    """
+    if not dt:
+        return None
+    tz = fp_user_tz(env)
+    if dt.tzinfo is None:
+        dt = pytz.UTC.localize(dt)
+    return dt.astimezone(tz)
+
+
+def fp_format(env, dt, fmt='%Y-%m-%d %H:%M'):
+    """Format a naive UTC datetime as a string in the user's tz.
+
+    Returns an empty string when ``dt`` is falsy so callers can use the
+    result directly in dicts / templates without ``if`` guards.
+    """
+    if not dt:
+        return ''
+    return fp_to_user_tz(env, dt).strftime(fmt)
+
+
+def fp_isoformat_utc(dt):
+    """Return an ISO-8601 string with an explicit UTC marker.
+
+    Naive datetimes from Odoo are assumed UTC. Adding the ``+00:00``
+    suffix tells JavaScript ``new Date(...)`` to parse the string as
+    UTC (without it, the browser interprets the string as *local*
+    wall time and silently shifts it). Pair this with frontend code
+    that calls ``.toLocaleString()`` on the resulting Date object so
+    the user sees their own local time.
+    """
+    if not dt:
+        return ''
+    if dt.tzinfo is None:
+        dt = pytz.UTC.localize(dt)
+    return dt.isoformat()
+
+
+def fp_time_ago(env, dt):
+    """Return a 'just now / 5m ago / 2h ago / 3d ago' string.
+
+    Both sides of the comparison are converted to UTC tz-aware first so
+    that the delta is meaningful regardless of where Odoo or the user
+    happens to be running.
+    """
+    if not dt:
+        return ''
+    if dt.tzinfo is None:
+        dt = pytz.UTC.localize(dt)
+    from datetime import datetime
+    now = datetime.now(pytz.UTC)
+    delta = now - dt
+    total_seconds = int(delta.total_seconds())
+    if total_seconds < 0:
+        total_seconds = 0
+    if total_seconds < 60:
+        return 'just now'
+    minutes = total_seconds // 60
+    if minutes < 60:
+        return f'{minutes}m ago'
+    hours = minutes // 60
+    if hours < 24:
+        return f'{hours}h ago'
+    days = hours // 24
+    if days < 7:
+        return f'{days}d ago'
+    weeks = days // 7
+    remaining_days = days % 7
+    if remaining_days:
+        return f'{weeks}w {remaining_days}d ago'
+    return f'{weeks}w ago'
+
+
+# ---------------------------------------------------------------------------
+# Auto-detection used by the post_init_hook
+# ---------------------------------------------------------------------------
+
+_FALLBACK_TZ = 'America/Toronto'
+
+
+def detect_default_tz(env=None):
+    """Best guess at a sensible default tz when the module is installed.
+
+    Tries, in order:
+        1. The admin user's ``tz`` (Odoo sets it from the browser on login).
+        2. The current company's ``partner_id.tz``.
+        3. The host server's IANA timezone (Linux typical).
+        4. ``America/Toronto`` as the final fallback (this project is
+           Canada-focused and that's the most likely correct guess).
+    """
+    if env is not None:
+        admin = env.ref('base.user_admin', raise_if_not_found=False)
+        if admin and admin.tz:
+            return admin.tz
+        try:
+            partner_tz = env.company.partner_id.tz
+        except Exception:
+            partner_tz = None
+        if partner_tz:
+            return partner_tz
+
+    # Server-side detection — works on most Linux hosts.
+    try:
+        from datetime import datetime
+        local = datetime.now().astimezone()
+        name = str(local.tzinfo)
+        if name and name in pytz.all_timezones:
+            return name
+    except Exception:
+        pass
+
+    try:
+        with open('/etc/timezone', 'r') as fh:
+            tz = fh.read().strip()
+            if tz in pytz.all_timezones:
+                return tz
+    except Exception:
+        pass
+
+    return _FALLBACK_TZ

fusion_plating/fusion_plating/models/res_company.py

@@ -0,0 +1,85 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import api, fields, models
+
+
+def _fp_tz_get(self):
+    """Same selection list Odoo uses on res.partner.tz."""
+    import pytz
+    return [(tz, tz) for tz in pytz.all_timezones]
+
+
+class ResCompany(models.Model):
+    _inherit = 'res.company'
+
+    # ----- Fusion Plating default timezone --------------------------------
+    # Used as the fallback whenever a user's res.users.tz is empty (cron
+    # jobs, batch emails, headless contexts). Auto-populated by the
+    # post_init_hook in fusion_plating/__init__.py.
+    x_fc_default_tz = fields.Selection(
+        _fp_tz_get,
+        string='Fusion Plating Timezone',
+        default=lambda self: self.env.user.tz or 'America/Toronto',
+        help='Timezone used for plating dashboards, reports, and emails when '
+             'a user has no personal timezone set. Detected automatically on '
+             'install; the admin can change it any time from '
+             'Settings > Fusion Plating.',
+    )
+
+    # ----- Facility footprint for this legal entity ----------------------
+    x_fc_facility_ids = fields.One2many(
+        'fusion.plating.facility',
+        'company_id',
+        string='Plating Facilities',
+    )
+    x_fc_facility_count = fields.Integer(
+        string='# Facilities',
+        compute='_compute_x_fc_facility_count',
+    )
+    x_fc_default_facility_id = fields.Many2one(
+        'fusion.plating.facility',
+        string='Default Facility',
+        help='Facility used when the context does not specify one (single-site shops).',
+    )
+
+    def _compute_x_fc_facility_count(self):
+        for rec in self:
+            rec.x_fc_facility_count = len(rec.x_fc_facility_ids)
+
+    # =====================================================================
+    # CoC / Certificate report settings
+    # =====================================================================
+    x_fc_owner_user_id = fields.Many2one(
+        'res.users',
+        string='Certificate Owner (Default Signer)',
+        help='Quality manager / owner whose signature appears on Certificates '
+             'of Conformance by default. Signature is pulled from their linked '
+             'HR Employee record.',
+    )
+    x_fc_coc_signature_override = fields.Binary(
+        string='Signature Override Image',
+        help='Optional. Upload a pre-scanned signature image to use on '
+             'Certificates of Conformance. Overrides the Owner user\'s '
+             'employee signature when set. Useful if the owner doesn\'t have '
+             'an HR record or wants a different signature for plating certs.',
+    )
+
+    # --- Accreditation logos shown in CoC header ---
+    x_fc_nadcap_logo = fields.Binary(string='Nadcap Logo')
+    x_fc_nadcap_active = fields.Boolean(
+        string='Nadcap Accredited',
+        help='Show the Nadcap logo on certificates.',
+    )
+    x_fc_as9100_logo = fields.Binary(string='AS9100 / ISO 9001 Logo')
+    x_fc_as9100_active = fields.Boolean(
+        string='AS9100 / ISO 9001 Certified',
+        help='Show the AS9100 / ISO 9001 logo on certificates.',
+    )
+    x_fc_cgp_logo = fields.Binary(string='Controlled Goods Program Logo')
+    x_fc_cgp_active = fields.Boolean(
+        string='CGP Registered',
+        help='Show the Controlled Goods Program logo on certificates.',
+    )

fusion_plating/fusion_plating/models/res_config_settings.py

@@ -0,0 +1,22 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    """Expose Fusion Plating company-level settings on the Settings page.
+
+    Today this only carries the default timezone, but it's the single
+    place to add new shop-wide preferences (default facility, currency
+    overrides, etc.).
+    """
+    _inherit = 'res.config.settings'
+
+    x_fc_default_tz = fields.Selection(
+        related='company_id.x_fc_default_tz',
+        readonly=False,
+        string='Fusion Plating Timezone',
+    )

fusion_plating/fusion_plating/security/ir.model.access.csv

@@ -32,3 +32,15 @@ access_fp_process_node_manager,fp.process.node.manager,model_fusion_plating_proc
 access_fp_process_node_input_operator,fp.process.node.input.operator,model_fusion_plating_process_node_input,group_fusion_plating_operator,1,0,0,0
 access_fp_process_node_input_supervisor,fp.process.node.input.supervisor,model_fusion_plating_process_node_input,group_fusion_plating_supervisor,1,1,1,0
 access_fp_process_node_input_manager,fp.process.node.input.manager,model_fusion_plating_process_node_input,group_fusion_plating_manager,1,1,1,1
+access_fp_rack_operator,fp.rack.operator,model_fusion_plating_rack,group_fusion_plating_operator,1,1,0,0
+access_fp_rack_supervisor,fp.rack.supervisor,model_fusion_plating_rack,group_fusion_plating_supervisor,1,1,1,0
+access_fp_rack_manager,fp.rack.manager,model_fusion_plating_rack,group_fusion_plating_manager,1,1,1,1
+access_fp_replenishment_rule_operator,fp.replenishment.rule.operator,model_fusion_plating_bath_replenishment_rule,group_fusion_plating_operator,1,0,0,0
+access_fp_replenishment_rule_supervisor,fp.replenishment.rule.supervisor,model_fusion_plating_bath_replenishment_rule,group_fusion_plating_supervisor,1,1,1,0
+access_fp_replenishment_rule_manager,fp.replenishment.rule.manager,model_fusion_plating_bath_replenishment_rule,group_fusion_plating_manager,1,1,1,1
+access_fp_replenishment_suggestion_operator,fp.replenishment.suggestion.operator,model_fusion_plating_bath_replenishment_suggestion,group_fusion_plating_operator,1,1,1,0
+access_fp_replenishment_suggestion_supervisor,fp.replenishment.suggestion.supervisor,model_fusion_plating_bath_replenishment_suggestion,group_fusion_plating_supervisor,1,1,1,0
+access_fp_replenishment_suggestion_manager,fp.replenishment.suggestion.manager,model_fusion_plating_bath_replenishment_suggestion,group_fusion_plating_manager,1,1,1,1
+access_fp_operator_cert_operator,fp.operator.cert.operator,model_fp_operator_certification,group_fusion_plating_operator,1,0,0,0
+access_fp_operator_cert_supervisor,fp.operator.cert.supervisor,model_fp_operator_certification,group_fusion_plating_supervisor,1,1,1,0
+access_fp_operator_cert_manager,fp.operator.cert.manager,model_fp_operator_certification,group_fusion_plating_manager,1,1,1,1

fusion_plating/fusion_plating/views/fp_bath_replenishment_views.xml

@@ -0,0 +1,151 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+
+    <!-- ===== Rule List ===== -->
+    <record id="view_fp_replenishment_rule_list" model="ir.ui.view">
+        <field name="name">fp.replenishment.rule.list</field>
+        <field name="model">fusion.plating.bath.replenishment.rule</field>
+        <field name="arch" type="xml">
+            <list>
+                <field name="name"/>
+                <field name="process_type_id"/>
+                <field name="bath_id"/>
+                <field name="parameter_id"/>
+                <field name="trigger"/>
+                <field name="product_name"/>
+                <field name="dose_rate"/>
+                <field name="dose_uom"/>
+                <field name="active" widget="boolean_toggle"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ===== Rule Form ===== -->
+    <record id="view_fp_replenishment_rule_form" model="ir.ui.view">
+        <field name="name">fp.replenishment.rule.form</field>
+        <field name="model">fusion.plating.bath.replenishment.rule</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field name="name"/></h1>
+                    </div>
+                    <group>
+                        <group string="Scope">
+                            <field name="process_type_id"/>
+                            <field name="bath_id"/>
+                            <field name="parameter_id"/>
+                            <field name="trigger"/>
+                        </group>
+                        <group string="Dose">
+                            <field name="product_name"/>
+                            <field name="product_id"/>
+                            <field name="dose_rate"/>
+                            <field name="dose_uom"/>
+                            <field name="min_dose"/>
+                            <field name="max_dose"/>
+                        </group>
+                    </group>
+                    <group string="Notes">
+                        <field name="notes" nolabel="1" colspan="2"/>
+                    </group>
+                    <group>
+                        <field name="active" widget="boolean_toggle"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fp_replenishment_rule" model="ir.actions.act_window">
+        <field name="name">Replenishment Rules</field>
+        <field name="res_model">fusion.plating.bath.replenishment.rule</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+    <!-- ===== Suggestion List ===== -->
+    <record id="view_fp_replenishment_suggestion_list" model="ir.ui.view">
+        <field name="name">fp.replenishment.suggestion.list</field>
+        <field name="model">fusion.plating.bath.replenishment.suggestion</field>
+        <field name="arch" type="xml">
+            <list decoration-info="state == 'pending'"
+                  decoration-muted="state in ('applied','dismissed')"
+                  default_order="create_date desc">
+                <field name="create_date" optional="show"/>
+                <field name="bath_id"/>
+                <field name="parameter_id"/>
+                <field name="current_value"/>
+                <field name="target_min"/>
+                <field name="target_max"/>
+                <field name="product_name"/>
+                <field name="dose_amount"/>
+                <field name="dose_uom"/>
+                <field name="state" widget="badge"
+                       decoration-info="state == 'pending'"
+                       decoration-success="state == 'applied'"
+                       decoration-muted="state == 'dismissed'"/>
+                <button name="action_apply" type="object"
+                        string="Apply" class="btn-primary"
+                        invisible="state != 'pending'" icon="fa-check"/>
+                <button name="action_dismiss" type="object"
+                        string="Dismiss"
+                        invisible="state != 'pending'" icon="fa-times"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ===== Suggestion Form ===== -->
+    <record id="view_fp_replenishment_suggestion_form" model="ir.ui.view">
+        <field name="name">fp.replenishment.suggestion.form</field>
+        <field name="model">fusion.plating.bath.replenishment.suggestion</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <button name="action_apply" string="Apply"
+                            type="object" class="btn-primary"
+                            invisible="state != 'pending'"/>
+                    <button name="action_dismiss" string="Dismiss"
+                            type="object" class="btn-secondary"
+                            invisible="state != 'pending'"/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="pending,applied"/>
+                </header>
+                <sheet>
+                    <group>
+                        <group string="Context">
+                            <field name="bath_id"/>
+                            <field name="parameter_id"/>
+                            <field name="log_line_id"/>
+                            <field name="rule_id"/>
+                        </group>
+                        <group string="Reading vs Target">
+                            <field name="current_value"/>
+                            <field name="target_min"/>
+                            <field name="target_max"/>
+                        </group>
+                    </group>
+                    <group string="Suggested Dose">
+                        <group>
+                            <field name="product_name"/>
+                            <field name="dose_amount"/>
+                            <field name="dose_uom"/>
+                        </group>
+                        <group>
+                            <field name="applied_at"/>
+                            <field name="applied_by_id"/>
+                        </group>
+                    </group>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fp_replenishment_suggestion" model="ir.actions.act_window">
+        <field name="name">Replenishment Suggestions</field>
+        <field name="res_model">fusion.plating.bath.replenishment.suggestion</field>
+        <field name="view_mode">list,form</field>
+        <field name="context">{'search_default_pending': 1}</field>
+    </record>
+
+</odoo>

fusion_plating/fusion_plating/views/fp_bath_views.xml

@@ -67,12 +67,20 @@
                             <field name="tank_id"/>
                             <field name="process_type_id"/>
                             <field name="facility_id" readonly="1"/>
-                            <field name="volume"/>
+                            <label for="volume"/>
+                            <div class="o_row">
+                                <field name="volume" nolabel="1" class="oe_inline"/>
+                                <span class="ms-1">L</span>
+                            </div>
                         </group>
                         <group>
                             <field name="makeup_date"/>
                             <field name="makeup_by_id"/>
-                            <field name="mto_count" readonly="1"/>
+                            <label for="mto_count"/>
+                            <div class="o_row">
+                                <field name="mto_count" nolabel="1" readonly="1" class="oe_inline"/>
+                                <span class="ms-1">turnovers</span>
+                            </div>
                             <field name="last_log_date" readonly="1"/>
                             <field name="last_log_status" readonly="1" widget="badge"
                                    decoration-success="last_log_status == 'ok'"
@@ -172,6 +180,15 @@
                 <field name="process_type_id"/>
                 <field name="facility_id"/>
                 <separator/>
+                <filter string="Pre-Treatments" name="family_pre"
+                        domain="[('process_type_id.process_family', '=', 'pre_treatment')]"/>
+                <filter string="Plating Baths" name="family_plating"
+                        domain="[('process_type_id.process_family', '=', 'plating')]"/>
+                <filter string="Post-Treatments" name="family_post"
+                        domain="[('process_type_id.process_family', '=', 'post_treatment')]"/>
+                <filter string="Strip Baths" name="family_strip"
+                        domain="[('process_type_id.process_family', '=', 'strip')]"/>
+                <separator/>
                 <filter string="Operational" name="operational" domain="[('state','=','operational')]"/>
                 <filter string="Under Review" name="review" domain="[('state','=','under_review')]"/>
                 <filter string="Out of Spec" name="oos" domain="[('last_log_status','=','out_of_spec')]"/>

fusion_plating/fusion_plating/views/fp_menu.xml

@@ -43,6 +43,30 @@
               action="action_fp_tank"
               sequence="30"/>
 
+    <menuitem id="menu_fp_racks"
+              name="Racks &amp; Fixtures"
+              parent="menu_fp_operations"
+              action="action_fp_rack"
+              sequence="35"/>
+
+    <menuitem id="menu_fp_replenishment_suggestions"
+              name="Replenishment Suggestions"
+              parent="menu_fp_operations"
+              action="action_fp_replenishment_suggestion"
+              sequence="40"/>
+
+    <menuitem id="menu_fp_replenishment_rules"
+              name="Replenishment Rules"
+              parent="menu_fp_config"
+              action="action_fp_replenishment_rule"
+              sequence="55"/>
+
+    <menuitem id="menu_fp_operator_certifications"
+              name="Operator Certifications"
+              parent="menu_fp_config"
+              action="action_fp_operator_cert"
+              sequence="60"/>
+
     <!-- ===== CONFIGURATION ===== -->
     <menuitem id="menu_fp_config"
               name="Configuration"

fusion_plating/fusion_plating/views/fp_operator_certification_views.xml

@@ -0,0 +1,122 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+
+    <!-- ===== Certification List ===== -->
+    <record id="view_fp_operator_cert_list" model="ir.ui.view">
+        <field name="name">fp.operator.cert.list</field>
+        <field name="model">fp.operator.certification</field>
+        <field name="arch" type="xml">
+            <list decoration-success="state == 'active'"
+                  decoration-danger="state == 'expired'"
+                  decoration-muted="state == 'revoked'">
+                <field name="employee_id"/>
+                <field name="process_type_id"/>
+                <field name="issued_date"/>
+                <field name="expires_date"/>
+                <field name="issued_by_id" optional="show"/>
+                <field name="state" widget="badge"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ===== Certification Form ===== -->
+    <record id="view_fp_operator_cert_form" model="ir.ui.view">
+        <field name="name">fp.operator.cert.form</field>
+        <field name="model">fp.operator.certification</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <button name="action_revoke" string="Revoke"
+                            type="object" class="btn-danger"
+                            invisible="state != 'active'"
+                            confirm="Revoke this certification?"/>
+                    <field name="state" widget="statusbar"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h2><field name="name" readonly="1"/></h2>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="employee_id"/>
+                            <field name="process_type_id"/>
+                            <field name="issued_by_id"/>
+                        </group>
+                        <group>
+                            <field name="issued_date"/>
+                            <field name="expires_date"/>
+                            <field name="training_record_attachment_id"/>
+                        </group>
+                    </group>
+                    <group string="Revocation" invisible="state != 'revoked'">
+                        <field name="revoked_reason" nolabel="1" colspan="2"/>
+                    </group>
+                    <group string="Notes">
+                        <field name="notes" nolabel="1" colspan="2"/>
+                    </group>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <!-- ===== Search ===== -->
+    <record id="view_fp_operator_cert_search" model="ir.ui.view">
+        <field name="name">fp.operator.cert.search</field>
+        <field name="model">fp.operator.certification</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="employee_id"/>
+                <field name="process_type_id"/>
+                <filter name="active" string="Active"
+                        domain="[('state', '=', 'active')]"/>
+                <filter name="expired" string="Expired"
+                        domain="[('state', '=', 'expired')]"/>
+                <filter name="expiring_soon" string="Expiring within 30 days"
+                        domain="[('expires_date', '&lt;=', (context_today() + datetime.timedelta(days=30)).strftime('%Y-%m-%d')),
+                                 ('expires_date', '&gt;=', context_today().strftime('%Y-%m-%d')),
+                                 ('state', '=', 'active')]"/>
+                <separator/>
+                <group>
+                    <filter name="group_employee" string="Operator"
+                            context="{'group_by': 'employee_id'}"/>
+                    <filter name="group_process" string="Process"
+                            context="{'group_by': 'process_type_id'}"/>
+                    <filter name="group_state" string="Status"
+                            context="{'group_by': 'state'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <record id="action_fp_operator_cert" model="ir.actions.act_window">
+        <field name="name">Operator Certifications</field>
+        <field name="res_model">fp.operator.certification</field>
+        <field name="view_mode">list,form</field>
+        <field name="search_view_id" ref="view_fp_operator_cert_search"/>
+        <field name="context">{'search_default_active': 1}</field>
+    </record>
+
+    <!-- Extend employee form with a smart list of certs -->
+    <record id="view_hr_employee_fp_certs" model="ir.ui.view">
+        <field name="name">hr.employee.form.fp.certs</field>
+        <field name="model">hr.employee</field>
+        <field name="inherit_id" ref="hr.view_employee_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//notebook" position="inside">
+                <page string="Plating Certifications" name="fp_certs">
+                    <field name="x_fc_certification_ids"
+                           context="{'default_employee_id': id}">
+                        <list editable="bottom">
+                            <field name="process_type_id"/>
+                            <field name="issued_date"/>
+                            <field name="expires_date"/>
+                            <field name="state" widget="badge"/>
+                        </list>
+                    </field>
+                </page>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

fusion_plating/fusion_plating/views/fp_rack_views.xml

@@ -0,0 +1,132 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+
+    <!-- ===== List ===== -->
+    <record id="view_fp_rack_list" model="ir.ui.view">
+        <field name="name">fusion.plating.rack.list</field>
+        <field name="model">fusion.plating.rack</field>
+        <field name="arch" type="xml">
+            <list decoration-danger="state == 'needs_strip'"
+                  decoration-warning="state == 'stripping'"
+                  decoration-muted="state == 'retired'">
+                <field name="name"/>
+                <field name="rack_type"/>
+                <field name="facility_id"/>
+                <field name="capacity"/>
+                <field name="mto_count"/>
+                <field name="strip_interval_mto"/>
+                <field name="last_stripped_date"/>
+                <field name="strips_count"/>
+                <field name="state" widget="badge"
+                       decoration-success="state == 'active'"
+                       decoration-danger="state == 'needs_strip'"
+                       decoration-warning="state == 'stripping'"
+                       decoration-muted="state == 'retired'"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ===== Form ===== -->
+    <record id="view_fp_rack_form" model="ir.ui.view">
+        <field name="name">fusion.plating.rack.form</field>
+        <field name="model">fusion.plating.rack</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <button name="action_start_strip"
+                            string="Start Strip"
+                            type="object" class="btn-primary"
+                            invisible="state != 'needs_strip'"/>
+                    <button name="action_mark_stripped"
+                            string="Mark Stripped"
+                            type="object" class="btn-primary"
+                            invisible="state != 'stripping'"/>
+                    <button name="action_retire"
+                            string="Retire"
+                            type="object" class="btn-secondary"
+                            invisible="state == 'retired'"
+                            confirm="Retire this rack permanently?"/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="active,needs_strip,stripping"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field name="name" placeholder="e.g. RACK-014"/></h1>
+                    </div>
+                    <group>
+                        <group string="Identity">
+                            <field name="rack_type"/>
+                            <field name="facility_id"/>
+                            <field name="capacity"/>
+                            <field name="contact_points"/>
+                        </group>
+                        <group string="Wear &amp; Strip">
+                            <field name="mto_count"/>
+                            <field name="strip_interval_mto"/>
+                            <field name="last_stripped_date"/>
+                            <field name="last_stripped_by_id"/>
+                            <field name="strips_count"/>
+                        </group>
+                    </group>
+                    <group string="Notes">
+                        <field name="notes" nolabel="1" colspan="2"/>
+                    </group>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <!-- ===== Kanban ===== -->
+    <record id="view_fp_rack_kanban" model="ir.ui.view">
+        <field name="name">fusion.plating.rack.kanban</field>
+        <field name="model">fusion.plating.rack</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="state">
+                <field name="status_color"/>
+                <templates>
+                    <t t-name="kanban-box">
+                        <div t-attf-class="oe_kanban_card oe_kanban_global_click oe_kanban_color_#{record.status_color.raw_value}">
+                            <strong><field name="name"/></strong>
+                            <div><field name="rack_type"/> — <field name="facility_id"/></div>
+                            <div>MTO: <field name="mto_count"/> / <field name="strip_interval_mto"/></div>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <!-- ===== Search ===== -->
+    <record id="view_fp_rack_search" model="ir.ui.view">
+        <field name="name">fusion.plating.rack.search</field>
+        <field name="model">fusion.plating.rack</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="name"/>
+                <field name="facility_id"/>
+                <filter name="needs_strip" string="Needs Strip"
+                        domain="[('state', '=', 'needs_strip')]"/>
+                <filter name="active" string="Active"
+                        domain="[('state', '=', 'active')]"/>
+                <separator/>
+                <group>
+                    <filter name="group_facility" string="Facility"
+                            context="{'group_by': 'facility_id'}"/>
+                    <filter name="group_type" string="Type"
+                            context="{'group_by': 'rack_type'}"/>
+                    <filter name="group_state" string="Status"
+                            context="{'group_by': 'state'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <record id="action_fp_rack" model="ir.actions.act_window">
+        <field name="name">Racks &amp; Fixtures</field>
+        <field name="res_model">fusion.plating.rack</field>
+        <field name="view_mode">list,kanban,form</field>
+        <field name="search_view_id" ref="view_fp_rack_search"/>
+    </record>
+
+</odoo>

fusion_plating/fusion_plating/views/fp_tank_views.xml

@@ -64,8 +64,11 @@
                         <page string="Physical">
                             <group>
                                 <group>
-                                    <field name="volume"/>
-                                    <field name="volume_uom"/>
+                                    <label for="volume"/>
+                                    <div class="o_row">
+                                        <field name="volume" nolabel="1" class="oe_inline"/>
+                                        <field name="volume_uom" nolabel="1" class="oe_inline"/>
+                                    </div>
                                     <field name="material"/>
                                 </group>
                                 <group>

fusion_plating/fusion_plating/views/res_config_settings_views.xml

@@ -0,0 +1,35 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+
+    <!--
+        Fusion Plating — Settings page block.
+
+        Inherits the standard Settings form. The `app` element creates a
+        Fusion Plating section in the left rail; downstream modules
+        (certificates, invoicing, etc.) extend the same `app` with extra
+        blocks via xpath into //app[@name='fusion_plating'].
+    -->
+    <record id="res_config_settings_view_form_fp_core" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.fusion.plating.core</field>
+        <field name="model">res.config.settings</field>
+        <field name="inherit_id" ref="base.res_config_settings_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//form" position="inside">
+                <app data-string="Fusion Plating" string="Fusion Plating"
+                     name="fusion_plating"
+                     groups="fusion_plating.group_fusion_plating_manager">
+                    <block title="Regional Settings"
+                           name="fp_regional_settings"
+                           help="Defaults applied to dashboards, reports, and emails when a user has no personal preference set.">
+                        <setting id="fp_default_timezone"
+                                 string="Default Timezone"
+                                 help="Timezone used to display times in dashboards, PDFs, and notification emails. Detected automatically when Fusion Plating is installed; change it any time. Individual users can still override this from their own profile (Preferences > Localization).">
+                            <field name="x_fc_default_tz"/>
+                        </setting>
+                    </block>
+                </app>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>