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

Entech Plating/fusion_tasks/__init__.py

@@ -0,0 +1,36 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import models
+
+
+def _fusion_tasks_post_init(env):
+    """Post-install hook for fusion_tasks.
+
+    1. Sets default ICP values (upsert - safe if keys already exist).
+    2. Adds all active internal users to group_field_technician so
+       the Field Service menus are visible immediately after install.
+    """
+    ICP = env['ir.config_parameter'].sudo()
+    defaults = {
+        'fusion_claims.google_maps_api_key': '',
+        'fusion_claims.store_open_hour': '9.0',
+        'fusion_claims.store_close_hour': '18.0',
+        'fusion_claims.push_enabled': 'False',
+        'fusion_claims.push_advance_minutes': '30',
+        'fusion_claims.sync_instance_id': '',
+        'fusion_claims.technician_start_address': '',
+    }
+    for key, default_value in defaults.items():
+        if not ICP.get_param(key):
+            ICP.set_param(key, default_value)
+
+    # Add all active internal users to Field Technician group
+    ft_group = env.ref('fusion_tasks.group_field_technician', raise_if_not_found=False)
+    if ft_group:
+        internal_users = env['res.users'].search([
+            ('active', '=', True),
+            ('share', '=', False),
+        ])
+        ft_group.write({'user_ids': [(4, u.id) for u in internal_users]})

Entech Plating/fusion_tasks/__manifest__.py

@@ -0,0 +1,38 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+{
+    'name': 'Fusion Tasks',
+    'version': '19.0.1.0.0',
+    'category': 'Services/Field Service',
+    'summary': 'Technician scheduling, route planning, GPS tracking, and cross-instance sync.',
+    'author': 'Nexa Systems Inc.',
+    'website': 'https://www.nexasystems.ca',
+    'license': 'OPL-1',
+    'depends': [
+        'base',
+        'mail',
+        'calendar',
+        'sales_team',
+    ],
+    'data': [
+        'security/security.xml',
+        'security/ir.model.access.csv',
+        'data/ir_cron_data.xml',
+        'views/technician_task_views.xml',
+        'views/task_sync_views.xml',
+        'views/technician_location_views.xml',
+        'views/res_config_settings_views.xml',
+    ],
+    'post_init_hook': '_fusion_tasks_post_init',
+    'assets': {
+        'web.assets_backend': [
+            'fusion_tasks/static/src/css/fusion_task_map_view.scss',
+            'fusion_tasks/static/src/js/fusion_task_map_view.js',
+            'fusion_tasks/static/src/xml/fusion_task_map_view.xml',
+        ],
+    },
+    'installable': True,
+    'application': True,
+}

Entech Plating/fusion_tasks/data/ir_config_parameter_data.xml

@@ -0,0 +1,50 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!--
+        Default configuration parameters for Fusion Tasks.
+        noupdate="1" ensures these are ONLY set on first install.
+        forcecreate="false" prevents errors if keys already exist.
+        Keys use fusion_claims.* prefix to preserve existing data.
+    -->
+    <data noupdate="1">
+
+        <!-- Google Maps API Key -->
+        <record id="config_google_maps_api_key" model="ir.config_parameter" forcecreate="false">
+            <field name="key">fusion_claims.google_maps_api_key</field>
+            <field name="value"></field>
+        </record>
+
+        <!-- Store Hours -->
+        <record id="config_store_open_hour" model="ir.config_parameter" forcecreate="false">
+            <field name="key">fusion_claims.store_open_hour</field>
+            <field name="value">9.0</field>
+        </record>
+        <record id="config_store_close_hour" model="ir.config_parameter" forcecreate="false">
+            <field name="key">fusion_claims.store_close_hour</field>
+            <field name="value">18.0</field>
+        </record>
+
+        <!-- Push Notifications -->
+        <record id="config_push_enabled" model="ir.config_parameter" forcecreate="false">
+            <field name="key">fusion_claims.push_enabled</field>
+            <field name="value">False</field>
+        </record>
+        <record id="config_push_advance_minutes" model="ir.config_parameter" forcecreate="false">
+            <field name="key">fusion_claims.push_advance_minutes</field>
+            <field name="value">30</field>
+        </record>
+
+        <!-- Cross-instance task sync -->
+        <record id="config_sync_instance_id" model="ir.config_parameter" forcecreate="false">
+            <field name="key">fusion_claims.sync_instance_id</field>
+            <field name="value"></field>
+        </record>
+
+        <!-- Technician start address (HQ default) -->
+        <record id="config_technician_start_address" model="ir.config_parameter" forcecreate="false">
+            <field name="key">fusion_claims.technician_start_address</field>
+            <field name="value"></field>
+        </record>
+
+    </data>
+</odoo>

Entech Plating/fusion_tasks/data/ir_cron_data.xml

@@ -0,0 +1,78 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    Copyright 2024-2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+-->
+<odoo>
+    <data>
+
+        <!-- Cron Job: Calculate Travel Times for Technician Tasks (every 15 min) -->
+        <record id="ir_cron_technician_travel_times" model="ir.cron">
+            <field name="name">Fusion Tasks: Calculate Technician Travel Times</field>
+            <field name="model_id" ref="model_fusion_technician_task"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_calculate_travel_times()</field>
+            <field name="interval_number">15</field>
+            <field name="interval_type">minutes</field>
+            <field name="active">True</field>
+        </record>
+
+        <!-- Cron Job: Send Push Notifications for Upcoming Tasks -->
+        <record id="ir_cron_technician_push_notifications" model="ir.cron">
+            <field name="name">Fusion Tasks: Technician Push Notifications</field>
+            <field name="model_id" ref="model_fusion_technician_task"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_send_push_notifications()</field>
+            <field name="interval_number">15</field>
+            <field name="interval_type">minutes</field>
+            <field name="active">True</field>
+        </record>
+
+        <!-- Cron Job: Pull Remote Technician Tasks (cross-instance sync) -->
+        <record id="ir_cron_task_sync_pull" model="ir.cron">
+            <field name="name">Fusion Tasks: Sync Remote Tasks (Pull)</field>
+            <field name="model_id" ref="model_fusion_task_sync_config"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_pull_remote_tasks()</field>
+            <field name="interval_number">2</field>
+            <field name="interval_type">minutes</field>
+            <field name="active">True</field>
+        </record>
+
+        <!-- Cron Job: Cleanup Old Shadow Tasks (30+ days) -->
+        <record id="ir_cron_task_sync_cleanup" model="ir.cron">
+            <field name="name">Fusion Tasks: Cleanup Old Shadow Tasks</field>
+            <field name="model_id" ref="model_fusion_task_sync_config"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_cleanup_old_shadows()</field>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="active">True</field>
+            <field name="nextcall" eval="DateTime.now().replace(hour=3, minute=0, second=0)"/>
+        </record>
+
+        <!-- Cron Job: Check for Late Technician Arrivals -->
+        <record id="ir_cron_check_late_arrivals" model="ir.cron">
+            <field name="name">Fusion Tasks: Check Late Technician Arrivals</field>
+            <field name="model_id" ref="model_fusion_technician_task"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_check_late_arrivals()</field>
+            <field name="interval_number">10</field>
+            <field name="interval_type">minutes</field>
+            <field name="active">True</field>
+        </record>
+
+        <!-- Cron Job: Cleanup Old Technician Locations -->
+        <record id="ir_cron_cleanup_locations" model="ir.cron">
+            <field name="name">Fusion Tasks: Cleanup Old Locations</field>
+            <field name="model_id" ref="model_fusion_technician_location"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_cleanup_old_locations()</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=4, minute=0, second=0)"/>
+        </record>
+
+    </data>
+</odoo>

Entech Plating/fusion_tasks/models/__init__.py

@@ -0,0 +1,13 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import email_builder_mixin
+from . import res_partner
+from . import res_company
+from . import res_users
+from . import res_config_settings
+from . import technician_task
+from . import task_sync
+from . import technician_location
+from . import push_subscription

Entech Plating/fusion_tasks/models/email_builder_mixin.py

@@ -0,0 +1,241 @@
+# -*- coding: utf-8 -*-
+# Fusion Claims - Professional Email Builder Mixin
+# Provides consistent, dark/light mode safe email templates across all modules.
+
+from odoo import models
+
+
+class FusionEmailBuilderMixin(models.AbstractModel):
+    _name = 'fusion.email.builder.mixin'
+    _description = 'Fusion Email Builder Mixin'
+
+    # ------------------------------------------------------------------
+    # Color constants
+    # ------------------------------------------------------------------
+    _EMAIL_COLORS = {
+        'info': '#2B6CB0',
+        'success': '#38a169',
+        'attention': '#d69e2e',
+        'urgent': '#c53030',
+    }
+
+    # ------------------------------------------------------------------
+    # Public API
+    # ------------------------------------------------------------------
+
+    def _email_build(
+        self,
+        title,
+        summary,
+        sections=None,
+        note=None,
+        note_color=None,
+        email_type='info',
+        attachments_note=None,
+        button_url=None,
+        button_text='View Case Details',
+        sender_name=None,
+        extra_html='',
+    ):
+        """Build a complete professional email HTML string.
+
+        Args:
+            title: Email heading (e.g. "Application Approved")
+            summary: One-sentence summary HTML (may contain <strong> tags)
+            sections: list of (heading, rows) where rows is list of (label, value)
+                      e.g. [('Case Details', [('Client', 'John'), ('Case', 'S30073')])]
+            note: Optional note/next-steps text (plain or HTML)
+            note_color: Override left-border color for note (default uses email_type)
+            email_type: 'info' | 'success' | 'attention' | 'urgent'
+            attachments_note: Optional string listing attached files
+            button_url: Optional CTA button URL
+            button_text: CTA button label
+            sender_name: Name for sign-off (defaults to current user)
+            extra_html: Any additional HTML to insert before sign-off
+        """
+        accent = self._EMAIL_COLORS.get(email_type, self._EMAIL_COLORS['info'])
+        company = self._get_company_info()
+
+        parts = []
+        # -- Wrapper open + accent bar (no forced bg/color so it adapts to dark/light)
+        parts.append(
+            f'<div style="font-family:-apple-system,BlinkMacSystemFont,\'Segoe UI\',Roboto,Arial,sans-serif;'
+            f'max-width:600px;margin:0 auto;">'
+            f'<div style="height:4px;background-color:{accent};"></div>'
+            f'<div style="padding:32px 28px;">'
+        )
+
+        # -- Company name (accent color works in both themes)
+        parts.append(
+            f'<p style="color:{accent};font-size:13px;font-weight:600;letter-spacing:0.5px;'
+            f'text-transform:uppercase;margin:0 0 24px 0;">{company["name"]}</p>'
+        )
+
+        # -- Title (inherits text color from container)
+        parts.append(
+            f'<h2 style="font-size:22px;font-weight:700;'
+            f'margin:0 0 6px 0;line-height:1.3;">{title}</h2>'
+        )
+
+        # -- Summary (muted via opacity)
+        parts.append(
+            f'<p style="opacity:0.65;font-size:15px;line-height:1.5;'
+            f'margin:0 0 24px 0;">{summary}</p>'
+        )
+
+        # -- Sections (details tables)
+        if sections:
+            for heading, rows in sections:
+                parts.append(self._email_section(heading, rows))
+
+        # -- Note / Next Steps
+        if note:
+            nc = note_color or accent
+            parts.append(self._email_note(note, nc))
+
+        # -- Extra HTML
+        if extra_html:
+            parts.append(extra_html)
+
+        # -- Attachment note
+        if attachments_note:
+            parts.append(self._email_attachment_note(attachments_note))
+
+        # -- CTA Button
+        if button_url:
+            parts.append(self._email_button(button_url, button_text, accent))
+
+        # -- Sign-off
+        signer = sender_name or (self.env.user.name if self.env.user else '')
+        parts.append(
+            f'<p style="font-size:14px;line-height:1.6;margin:24px 0 0 0;">'
+            f'Best regards,<br/>'
+            f'<strong>{signer}</strong><br/>'
+            f'<span style="opacity:0.6;">{company["name"]}</span></p>'
+        )
+
+        # -- Close content card
+        parts.append('</div>')
+
+        # -- Footer
+        footer_parts = [company['name']]
+        if company['phone']:
+            footer_parts.append(company['phone'])
+        if company['email']:
+            footer_parts.append(company['email'])
+        footer_text = ' &middot; '.join(footer_parts)
+
+        parts.append(
+            f'<div style="padding:16px 28px;text-align:center;">'
+            f'<p style="opacity:0.5;font-size:11px;line-height:1.5;margin:0;">'
+            f'{footer_text}<br/>'
+            f'This is an automated notification from the ADP Claims Management System.</p>'
+            f'</div>'
+        )
+
+        # -- Close wrapper
+        parts.append('</div>')
+
+        return ''.join(parts)
+
+    # ------------------------------------------------------------------
+    # Building blocks
+    # ------------------------------------------------------------------
+
+    def _email_section(self, heading, rows):
+        """Build a labeled details table section.
+
+        Args:
+            heading: Section title (e.g. "Case Details")
+            rows: list of (label, value) tuples. Value can be plain text or HTML.
+        """
+        if not rows:
+            return ''
+
+        html = (
+            '<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">'
+            f'<tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;'
+            f'opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;'
+            f'border-bottom:2px solid rgba(128,128,128,0.25);">{heading}</td></tr>'
+        )
+
+        for label, value in rows:
+            if value is None or value == '' or value is False:
+                continue
+            html += (
+                f'<tr>'
+                f'<td style="padding:10px 14px;opacity:0.6;font-size:14px;'
+                f'border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">{label}</td>'
+                f'<td style="padding:10px 14px;font-size:14px;'
+                f'border-bottom:1px solid rgba(128,128,128,0.15);">{value}</td>'
+                f'</tr>'
+            )
+
+        html += '</table>'
+        return html
+
+    def _email_note(self, text, color='#2B6CB0'):
+        """Build a left-border accent note block."""
+        return (
+            f'<div style="border-left:3px solid {color};padding:12px 16px;'
+            f'margin:0 0 24px 0;">'
+            f'<p style="margin:0;font-size:14px;line-height:1.5;">{text}</p>'
+            f'</div>'
+        )
+
+    def _email_button(self, url, text='View Case Details', color='#2B6CB0'):
+        """Build a centered CTA button."""
+        return (
+            f'<p style="text-align:center;margin:28px 0;">'
+            f'<a href="{url}" style="display:inline-block;background:{color};color:#ffffff;'
+            f'padding:12px 28px;text-decoration:none;border-radius:6px;'
+            f'font-size:14px;font-weight:600;">{text}</a></p>'
+        )
+
+    def _email_attachment_note(self, description):
+        """Build a dashed-border attachment callout.
+
+        Args:
+            description: e.g. "ADP Application (PDF), XML Data File"
+        """
+        return (
+            f'<div style="padding:10px 14px;border:1px dashed rgba(128,128,128,0.35);border-radius:6px;'
+            f'margin:0 0 24px 0;">'
+            f'<p style="margin:0;font-size:13px;opacity:0.65;">'
+            f'<strong style="opacity:1;">Attached:</strong> {description}</p>'
+            f'</div>'
+        )
+
+    def _email_status_badge(self, label, color='#2B6CB0'):
+        """Return an inline status badge/pill HTML snippet."""
+        bg_map = {
+            '#38a169': 'rgba(56,161,105,0.12)',
+            '#2B6CB0': 'rgba(43,108,176,0.12)',
+            '#d69e2e': 'rgba(214,158,46,0.12)',
+            '#c53030': 'rgba(197,48,48,0.12)',
+        }
+        bg = bg_map.get(color, 'rgba(43,108,176,0.12)')
+        return (
+            f'<span style="display:inline-block;background:{bg};color:{color};'
+            f'padding:2px 10px;border-radius:12px;font-size:12px;font-weight:600;">'
+            f'{label}</span>'
+        )
+
+    # ------------------------------------------------------------------
+    # Helpers
+    # ------------------------------------------------------------------
+
+    def _get_company_info(self):
+        """Return company name, phone, email for email templates."""
+        company = getattr(self, 'company_id', None) or self.env.company
+        return {
+            'name': company.name or 'Our Company',
+            'phone': company.phone or '',
+            'email': company.email or '',
+        }
+
+    def _email_is_enabled(self):
+        """Check if email notifications are enabled in settings."""
+        ICP = self.env['ir.config_parameter'].sudo()
+        val = ICP.get_param('fusion_claims.enable_email_notifications', 'True')
+        return val.lower() in ('true', '1', 'yes')

Entech Plating/fusion_tasks/models/push_subscription.py

@@ -0,0 +1,73 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""
+Web Push Subscription model for storing browser push notification subscriptions.
+"""
+
+from odoo import models, fields, api
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionPushSubscription(models.Model):
+    _name = 'fusion.push.subscription'
+    _description = 'Web Push Subscription'
+    _order = 'create_date desc'
+
+    user_id = fields.Many2one(
+        'res.users',
+        string='User',
+        required=True,
+        ondelete='cascade',
+        index=True,
+    )
+    endpoint = fields.Text(
+        string='Endpoint URL',
+        required=True,
+    )
+    p256dh_key = fields.Text(
+        string='P256DH Key',
+        required=True,
+    )
+    auth_key = fields.Text(
+        string='Auth Key',
+        required=True,
+    )
+    browser_info = fields.Char(
+        string='Browser Info',
+        help='User agent or browser identification',
+    )
+    active = fields.Boolean(
+        default=True,
+    )
+
+    _constraints = [
+        models.Constraint(
+            'unique(endpoint)',
+            'This push subscription endpoint already exists.',
+        ),
+    ]
+
+    @api.model
+    def register_subscription(self, user_id, endpoint, p256dh_key, auth_key, browser_info=None):
+        """Register or update a push subscription."""
+        existing = self.sudo().search([('endpoint', '=', endpoint)], limit=1)
+        if existing:
+            existing.write({
+                'user_id': user_id,
+                'p256dh_key': p256dh_key,
+                'auth_key': auth_key,
+                'browser_info': browser_info or existing.browser_info,
+                'active': True,
+            })
+            return existing
+        return self.sudo().create({
+            'user_id': user_id,
+            'endpoint': endpoint,
+            'p256dh_key': p256dh_key,
+            'auth_key': auth_key,
+            'browser_info': browser_info,
+        })

Entech Plating/fusion_tasks/models/res_company.py

@@ -0,0 +1,14 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields
+
+
+class ResCompany(models.Model):
+    _inherit = 'res.company'
+
+    x_fc_google_review_url = fields.Char(
+        string='Google Review URL',
+        help='Google Business Profile review link sent to clients after service completion',
+    )

Entech Plating/fusion_tasks/models/res_config_settings.py

@@ -0,0 +1,73 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = 'res.config.settings'
+
+    # Google Maps API Settings
+    fc_google_maps_api_key = fields.Char(
+        string='Google Maps API Key',
+        config_parameter='fusion_claims.google_maps_api_key',
+        help='API key for Google Maps Places autocomplete in address fields',
+    )
+    fc_google_review_url = fields.Char(
+        related='company_id.x_fc_google_review_url',
+        readonly=False,
+        string='Google Review URL',
+    )
+
+    # Technician Management
+    fc_store_open_hour = fields.Float(
+        string='Store Open Time',
+        config_parameter='fusion_claims.store_open_hour',
+        help='Store opening time for technician scheduling (e.g. 9.0 = 9:00 AM)',
+    )
+    fc_store_close_hour = fields.Float(
+        string='Store Close Time',
+        config_parameter='fusion_claims.store_close_hour',
+        help='Store closing time for technician scheduling (e.g. 18.0 = 6:00 PM)',
+    )
+    fc_google_distance_matrix_enabled = fields.Boolean(
+        string='Enable Distance Matrix',
+        config_parameter='fusion_claims.google_distance_matrix_enabled',
+        help='Enable Google Distance Matrix API for travel time calculations between technician tasks',
+    )
+    fc_technician_start_address = fields.Char(
+        string='Technician Start Address',
+        config_parameter='fusion_claims.technician_start_address',
+        help='Default start location for technician travel calculations (e.g. warehouse/office address)',
+    )
+    fc_location_retention_days = fields.Char(
+        string='Location History Retention (Days)',
+        config_parameter='fusion_claims.location_retention_days',
+        help='How many days to keep technician location history. '
+             'Leave empty = 30 days (1 month). '
+             '0 = delete at end of each day. '
+             '1+ = keep for that many days.',
+    )
+
+    # Web Push Notifications
+    fc_push_enabled = fields.Boolean(
+        string='Enable Push Notifications',
+        config_parameter='fusion_claims.push_enabled',
+        help='Enable web push notifications for technician tasks',
+    )
+    fc_vapid_public_key = fields.Char(
+        string='VAPID Public Key',
+        config_parameter='fusion_claims.vapid_public_key',
+        help='Public key for Web Push VAPID authentication (auto-generated)',
+    )
+    fc_vapid_private_key = fields.Char(
+        string='VAPID Private Key',
+        config_parameter='fusion_claims.vapid_private_key',
+        help='Private key for Web Push VAPID authentication (auto-generated)',
+    )
+    fc_push_advance_minutes = fields.Integer(
+        string='Notification Advance (min)',
+        config_parameter='fusion_claims.push_advance_minutes',
+        help='Send push notifications this many minutes before a scheduled task',
+    )

Entech Plating/fusion_tasks/models/res_partner.py

@@ -0,0 +1,79 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+import logging
+import requests
+from odoo import models, fields, api
+
+_logger = logging.getLogger(__name__)
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    x_fc_start_address = fields.Char(
+        string='Start Location',
+        help='Technician daily start location (home, warehouse, etc.). '
+             'Used as origin for first travel time calculation. '
+             'If empty, the company default HQ address is used.',
+    )
+    x_fc_start_address_lat = fields.Float(
+        string='Start Latitude', digits=(10, 7),
+    )
+    x_fc_start_address_lng = fields.Float(
+        string='Start Longitude', digits=(10, 7),
+    )
+
+    def _geocode_start_address(self, address):
+        if not address or not address.strip():
+            return 0.0, 0.0
+        api_key = self.env['ir.config_parameter'].sudo().get_param(
+            'fusion_claims.google_maps_api_key', '')
+        if not api_key:
+            return 0.0, 0.0
+        try:
+            resp = requests.get(
+                'https://maps.googleapis.com/maps/api/geocode/json',
+                params={'address': address.strip(), 'key': api_key, 'region': 'ca'},
+                timeout=10,
+            )
+            data = resp.json()
+            if data.get('status') == 'OK' and data.get('results'):
+                loc = data['results'][0]['geometry']['location']
+                return loc['lat'], loc['lng']
+        except Exception as e:
+            _logger.warning("Start address geocoding failed for '%s': %s", address, e)
+        return 0.0, 0.0
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        records = super().create(vals_list)
+        for rec, vals in zip(records, vals_list):
+            addr = vals.get('x_fc_start_address')
+            if addr:
+                lat, lng = rec._geocode_start_address(addr)
+                if lat and lng:
+                    rec.write({
+                        'x_fc_start_address_lat': lat,
+                        'x_fc_start_address_lng': lng,
+                    })
+        return records
+
+    def write(self, vals):
+        res = super().write(vals)
+        if 'x_fc_start_address' in vals:
+            addr = vals['x_fc_start_address']
+            if addr and addr.strip():
+                lat, lng = self._geocode_start_address(addr)
+                if lat and lng:
+                    super().write({
+                        'x_fc_start_address_lat': lat,
+                        'x_fc_start_address_lng': lng,
+                    })
+            else:
+                super().write({
+                    'x_fc_start_address_lat': 0.0,
+                    'x_fc_start_address_lng': 0.0,
+                })
+        return res

Entech Plating/fusion_tasks/models/res_users.py

@@ -0,0 +1,26 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields
+
+
+class ResUsers(models.Model):
+    _inherit = 'res.users'
+
+    x_fc_is_field_staff = fields.Boolean(
+        string='Field Staff',
+        default=False,
+        help='Check this to show the user in the Technician/Field Staff dropdown when scheduling tasks.',
+    )
+    x_fc_start_address = fields.Char(
+        related='partner_id.x_fc_start_address',
+        readonly=False,
+        string='Start Location',
+    )
+    x_fc_tech_sync_id = fields.Char(
+        string='Tech Sync ID',
+        help='Shared identifier for this technician across Odoo instances. '
+             'Must be the same value on all instances for the same person.',
+        copy=False,
+    )

Entech Plating/fusion_tasks/models/task_sync.py

@@ -0,0 +1,748 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""
+Cross-instance technician task sync.
+
+Enables two Odoo instances (e.g. Westin and Mobility) that share the same
+field technicians to see each other's delivery tasks, preventing double-booking.
+
+Remote tasks appear as read-only "shadow" records in the local calendar.
+The existing _find_next_available_slot() automatically sees shadow tasks,
+so collision detection works without changes to the scheduling algorithm.
+
+Technicians are matched across instances using the x_fc_tech_sync_id field
+on res.users. Set the same value (e.g. "gordy") on both instances for the
+same person -- no mapping table needed.
+"""
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import logging
+import requests
+from datetime import timedelta
+
+_logger = logging.getLogger(__name__)
+
+SYNC_TASK_FIELDS = [
+    'x_fc_sync_uuid', 'name', 'technician_id', 'additional_technician_ids',
+    'task_type', 'status',
+    'scheduled_date', 'time_start', 'time_end', 'duration_hours',
+    'address_street', 'address_street2', 'address_city', 'address_zip',
+    'address_state_id', 'address_buzz_code',
+    'address_lat', 'address_lng', 'priority', 'partner_id', 'partner_phone',
+    'pod_required', 'description',
+    'travel_time_minutes', 'travel_distance_km', 'travel_origin',
+    'completed_latitude', 'completed_longitude',
+    'action_latitude', 'action_longitude',
+    'completion_datetime',
+]
+
+TERMINAL_STATUSES = ('completed', 'cancelled')
+
+
+class FusionTaskSyncConfig(models.Model):
+    _name = 'fusion.task.sync.config'
+    _description = 'Task Sync Remote Instance'
+
+    name = fields.Char('Instance Name', required=True,
+                       help='e.g. Westin Healthcare, Mobility Specialties')
+    instance_id = fields.Char('Instance ID', required=True,
+                              help='Short identifier, e.g. westin or mobility')
+    url = fields.Char('Odoo URL', required=True,
+                      help='e.g. http://192.168.1.40:8069')
+    database = fields.Char('Database', required=True)
+    username = fields.Char('API Username', required=True)
+    api_key = fields.Char('API Key', required=True)
+    active = fields.Boolean(default=True)
+    last_sync = fields.Datetime('Last Successful Sync', readonly=True)
+    last_sync_error = fields.Text('Last Error', readonly=True)
+
+    # ------------------------------------------------------------------
+    # JSON-RPC helpers (uses /jsonrpc dispatch, muted on receiving side)
+    # ------------------------------------------------------------------
+
+    def _jsonrpc(self, service, method, args):
+        """Execute a JSON-RPC call against the remote Odoo instance."""
+        self.ensure_one()
+        url = f"{self.url.rstrip('/')}/jsonrpc"
+        payload = {
+            'jsonrpc': '2.0',
+            'method': 'call',
+            'id': 1,
+            'params': {
+                'service': service,
+                'method': method,
+                'args': args,
+            },
+        }
+        try:
+            resp = requests.post(url, json=payload, timeout=15)
+            resp.raise_for_status()
+            result = resp.json()
+            if result.get('error'):
+                err = result['error'].get('data', {}).get('message', str(result['error']))
+                raise UserError(f"Remote error: {err}")
+            return result.get('result')
+        except requests.exceptions.ConnectionError:
+            _logger.warning("Task sync: cannot connect to %s", self.url)
+            return None
+        except requests.exceptions.Timeout:
+            _logger.warning("Task sync: timeout connecting to %s", self.url)
+            return None
+
+    def _authenticate(self):
+        """Authenticate with the remote instance and return the uid."""
+        self.ensure_one()
+        uid = self._jsonrpc('common', 'authenticate',
+                            [self.database, self.username, self.api_key, {}])
+        if not uid:
+            _logger.error("Task sync: authentication failed for %s", self.name)
+        return uid
+
+    def _rpc(self, model, method, args, kwargs=None):
+        """Execute a method on the remote instance via execute_kw."""
+        self.ensure_one()
+        uid = self._authenticate()
+        if not uid:
+            return None
+        call_args = [self.database, uid, self.api_key, model, method, args]
+        if kwargs:
+            call_args.append(kwargs)
+        return self._jsonrpc('object', 'execute_kw', call_args)
+
+    # ------------------------------------------------------------------
+    # Tech sync ID helpers
+    # ------------------------------------------------------------------
+
+    def _get_local_tech_map(self):
+        """Build {local_user_id: x_fc_tech_sync_id} for all local field staff."""
+        techs = self.env['res.users'].sudo().search([
+            ('x_fc_is_field_staff', '=', True),
+            ('x_fc_tech_sync_id', '!=', False),
+            ('active', '=', True),
+        ])
+        return {u.id: u.x_fc_tech_sync_id for u in techs}
+
+    def _get_remote_tech_map(self):
+        """Build {x_fc_tech_sync_id: remote_user_id} from the remote instance."""
+        self.ensure_one()
+        remote_users = self._rpc('res.users', 'search_read', [
+            [('x_fc_is_field_staff', '=', True),
+             ('x_fc_tech_sync_id', '!=', False),
+             ('active', '=', True)],
+        ], {'fields': ['id', 'x_fc_tech_sync_id']})
+        if not remote_users:
+            return {}
+        return {
+            ru['x_fc_tech_sync_id']: ru['id']
+            for ru in remote_users
+            if ru.get('x_fc_tech_sync_id')
+        }
+
+    def _get_local_syncid_to_uid(self):
+        """Build {x_fc_tech_sync_id: local_user_id} for local field staff."""
+        techs = self.env['res.users'].sudo().search([
+            ('x_fc_is_field_staff', '=', True),
+            ('x_fc_tech_sync_id', '!=', False),
+            ('active', '=', True),
+        ])
+        return {u.x_fc_tech_sync_id: u.id for u in techs}
+
+    # ------------------------------------------------------------------
+    # Connection test
+    # ------------------------------------------------------------------
+
+    def action_test_connection(self):
+        """Test the connection to the remote instance."""
+        self.ensure_one()
+        uid = self._authenticate()
+        if uid:
+            remote_map = self._get_remote_tech_map()
+            local_map = self._get_local_tech_map()
+            matched = set(local_map.values()) & set(remote_map.keys())
+            return {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': 'Connection Successful',
+                    'message': f'Connected to {self.name}. '
+                               f'{len(matched)} technician(s) matched by sync ID.',
+                    'type': 'success',
+                    'sticky': False,
+                },
+            }
+        raise UserError(f"Cannot connect to {self.name}. Check URL, database, and API key.")
+
+    # ------------------------------------------------------------------
+    # PUSH: send local task changes to remote instance
+    # ------------------------------------------------------------------
+
+    def _get_local_instance_id(self):
+        """Return this instance's own ID from config parameters."""
+        return self.env['ir.config_parameter'].sudo().get_param(
+            'fusion_claims.sync_instance_id', '')
+
+    @api.model
+    def _push_tasks(self, tasks, operation='create'):
+        """Push local task changes to all active remote instances.
+        Called from technician_task create/write overrides.
+        Non-blocking: errors are logged, not raised.
+        """
+        configs = self.sudo().search([('active', '=', True)])
+        if not configs:
+            return
+        local_id = configs[0]._get_local_instance_id()
+        if not local_id:
+            return
+        for config in configs:
+            try:
+                config._push_tasks_to_remote(tasks, operation, local_id)
+            except Exception:
+                _logger.exception("Task sync push to %s failed", config.name)
+
+    def _push_tasks_to_remote(self, tasks, operation, local_instance_id):
+        """Push task data to a single remote instance.
+
+        Maps additional_technician_ids via sync IDs so the remote instance
+        also blocks those technicians' schedules.
+        """
+        self.ensure_one()
+        local_map = self._get_local_tech_map()
+        remote_map = self._get_remote_tech_map()
+        if not local_map or not remote_map:
+            return
+
+        ctx = {'context': {'skip_task_sync': True, 'skip_travel_recalc': True}}
+
+        for task in tasks:
+            sync_id = local_map.get(task.technician_id.id)
+            if not sync_id:
+                continue
+            remote_tech_uid = remote_map.get(sync_id)
+            if not remote_tech_uid:
+                continue
+
+            # Map additional technicians to remote user IDs
+            remote_additional_ids = []
+            for tech in task.additional_technician_ids:
+                add_sync_id = local_map.get(tech.id)
+                if add_sync_id:
+                    remote_add_uid = remote_map.get(add_sync_id)
+                    if remote_add_uid:
+                        remote_additional_ids.append(remote_add_uid)
+
+            task_data = {
+                'x_fc_sync_uuid': task.x_fc_sync_uuid,
+                'x_fc_sync_source': local_instance_id,
+                'x_fc_sync_remote_id': task.id,
+                'name': f"[{local_instance_id.upper()}] {task.name}",
+                'technician_id': remote_tech_uid,
+                'additional_technician_ids': [(6, 0, remote_additional_ids)],
+                'task_type': task.task_type,
+                'status': task.status,
+                'scheduled_date': str(task.scheduled_date) if task.scheduled_date else False,
+                'time_start': task.time_start,
+                'time_end': task.time_end,
+                'duration_hours': task.duration_hours,
+                'address_street': task.address_street or '',
+                'address_street2': task.address_street2 or '',
+                'address_city': task.address_city or '',
+                'address_zip': task.address_zip or '',
+                'address_lat': float(task.address_lat or 0),
+                'address_lng': float(task.address_lng or 0),
+                'priority': task.priority or 'normal',
+                'x_fc_sync_client_name': task.partner_id.name if task.partner_id else '',
+                'travel_time_minutes': task.travel_time_minutes or 0,
+                'travel_distance_km': float(task.travel_distance_km or 0),
+                'travel_origin': task.travel_origin or '',
+                'completed_latitude': float(task.completed_latitude or 0),
+                'completed_longitude': float(task.completed_longitude or 0),
+                'action_latitude': float(task.action_latitude or 0),
+                'action_longitude': float(task.action_longitude or 0),
+            }
+            if task.completion_datetime:
+                task_data['completion_datetime'] = str(task.completion_datetime)
+
+            existing = self._rpc(
+                'fusion.technician.task', 'search',
+                [[('x_fc_sync_uuid', '=', task.x_fc_sync_uuid)]],
+                {'limit': 1})
+
+            if operation in ('create', 'write'):
+                if existing:
+                    self._rpc('fusion.technician.task', 'write',
+                              [existing, task_data], ctx)
+                elif operation == 'create':
+                    task_data['sale_order_id'] = False
+                    self._rpc('fusion.technician.task', 'create',
+                              [[task_data]], ctx)
+
+            elif operation == 'unlink' and existing:
+                self._rpc('fusion.technician.task', 'write',
+                          [existing, {'status': 'cancelled', 'active': False}], ctx)
+
+    @api.model
+    def _push_shadow_status(self, shadow_tasks):
+        """Push local status changes on shadow tasks back to their source instance.
+
+        When a tech changes a shadow task status locally, update the original
+        task on the remote instance and trigger the appropriate client emails
+        there.  Only the parent (originating) instance sends client-facing
+        emails -- the child instance skips them via x_fc_sync_source guards.
+        """
+        configs = self.sudo().search([('active', '=', True)])
+        config_by_instance = {c.instance_id: c for c in configs}
+        ctx = {'context': {'skip_task_sync': True, 'skip_travel_recalc': True}}
+
+        for task in shadow_tasks:
+            config = config_by_instance.get(task.x_fc_sync_source)
+            if not config or not task.x_fc_sync_remote_id:
+                continue
+            try:
+                update_vals = {'status': task.status}
+                if task.status == 'completed' and task.completion_datetime:
+                    update_vals['completion_datetime'] = str(task.completion_datetime)
+                    if task.completed_latitude and task.completed_longitude:
+                        update_vals['completed_latitude'] = task.completed_latitude
+                        update_vals['completed_longitude'] = task.completed_longitude
+                if task.action_latitude and task.action_longitude:
+                    update_vals['action_latitude'] = task.action_latitude
+                    update_vals['action_longitude'] = task.action_longitude
+                config._rpc(
+                    'fusion.technician.task', 'write',
+                    [[task.x_fc_sync_remote_id], update_vals], ctx)
+                _logger.info(
+                    "Pushed status '%s' for shadow task %s back to %s (remote id %d)",
+                    task.status, task.name, config.name, task.x_fc_sync_remote_id)
+                self._trigger_parent_notifications(config, task)
+            except Exception:
+                _logger.exception(
+                    "Failed to push status for shadow task %s to %s",
+                    task.name, config.name)
+
+    @api.model
+    def _push_technician_location(self, user_id, latitude, longitude, accuracy=0):
+        """Push a technician's location update to all remote instances.
+
+        Called when a technician performs a task action (en_route, complete)
+        so the other instance immediately knows where the tech is, without
+        waiting for the next pull cron cycle.
+        """
+        configs = self.sudo().search([('active', '=', True)])
+        if not configs:
+            return
+        local_map = configs[0]._get_local_tech_map()
+        sync_id = local_map.get(user_id)
+        if not sync_id:
+            return
+        for config in configs:
+            try:
+                remote_map = config._get_remote_tech_map()
+                remote_uid = remote_map.get(sync_id)
+                if not remote_uid:
+                    continue
+                # Create location record on remote instance
+                config._rpc(
+                    'fusion.technician.location', 'create',
+                    [[{
+                        'user_id': remote_uid,
+                        'latitude': latitude,
+                        'longitude': longitude,
+                        'accuracy': accuracy,
+                        'source': 'sync',
+                        'sync_instance': configs[0]._get_local_instance_id(),
+                    }]])
+            except Exception:
+                _logger.warning(
+                    "Failed to push location for tech %s to %s",
+                    user_id, config.name)
+
+    def _trigger_parent_notifications(self, config, task):
+        """After pushing a shadow status, trigger appropriate emails and
+        notifications on the parent instance so the client gets notified
+        exactly once (from the originating instance only)."""
+        remote_id = task.x_fc_sync_remote_id
+        if task.status == 'completed':
+            for method in ('_notify_scheduler_on_completion',
+                           '_send_task_completion_email'):
+                try:
+                    config._rpc('fusion.technician.task', method, [[remote_id]])
+                except Exception:
+                    _logger.warning(
+                        "Could not call %s on remote for %s", method, task.name)
+        elif task.status == 'en_route':
+            try:
+                config._rpc(
+                    'fusion.technician.task',
+                    '_send_task_en_route_email', [[remote_id]])
+            except Exception:
+                _logger.warning(
+                    "Could not trigger en-route email on remote for %s",
+                    task.name)
+        elif task.status == 'cancelled':
+            try:
+                config._rpc(
+                    'fusion.technician.task',
+                    '_send_task_cancelled_email', [[remote_id]])
+            except Exception:
+                _logger.warning(
+                    "Could not trigger cancel email on remote for %s",
+                    task.name)
+
+    # ------------------------------------------------------------------
+    # PULL: cron-based full reconciliation
+    # ------------------------------------------------------------------
+
+    @api.model
+    def _cron_pull_remote_tasks(self):
+        """Cron job: pull tasks and technician locations from all active remote instances."""
+        configs = self.sudo().search([('active', '=', True)])
+        for config in configs:
+            try:
+                config._pull_tasks_from_remote()
+                config._pull_technician_locations()
+                config.sudo().write({
+                    'last_sync': fields.Datetime.now(),
+                    'last_sync_error': False,
+                })
+            except Exception as e:
+                _logger.exception("Task sync pull from %s failed", config.name)
+                config.sudo().write({'last_sync_error': str(e)})
+
+    def _pull_tasks_from_remote(self):
+        """Pull all active tasks for matched technicians from the remote instance.
+
+        After syncing, recalculates travel chains for all affected tech+date
+        combos so route planning accounts for both local and shadow tasks.
+        """
+        self.ensure_one()
+        local_syncid_to_uid = self._get_local_syncid_to_uid()
+        if not local_syncid_to_uid:
+            return
+
+        remote_map = self._get_remote_tech_map()
+        if not remote_map:
+            return
+
+        matched_sync_ids = set(local_syncid_to_uid.keys()) & set(remote_map.keys())
+        if not matched_sync_ids:
+            _logger.info("Task sync: no matched technicians between local and %s", self.name)
+            return
+
+        remote_tech_ids = [remote_map[sid] for sid in matched_sync_ids]
+        remote_syncid_by_uid = {v: k for k, v in remote_map.items()}
+
+        cutoff = fields.Date.today() - timedelta(days=7)
+        remote_tasks = self._rpc(
+            'fusion.technician.task', 'search_read',
+            [[
+                '|',
+                ('technician_id', 'in', remote_tech_ids),
+                ('additional_technician_ids', 'in', remote_tech_ids),
+                ('scheduled_date', '>=', str(cutoff)),
+                ('x_fc_sync_source', '=', False),
+            ]],
+            {'fields': SYNC_TASK_FIELDS + ['id']})
+
+        if remote_tasks is None:
+            return
+
+        Task = self.env['fusion.technician.task'].sudo().with_context(
+            skip_task_sync=True, skip_travel_recalc=True)
+
+        remote_uuids = set()
+        affected_combos = set()
+
+        for rt in remote_tasks:
+            sync_uuid = rt.get('x_fc_sync_uuid')
+            if not sync_uuid:
+                continue
+            remote_uuids.add(sync_uuid)
+
+            remote_tech_raw = rt['technician_id']
+            remote_uid = remote_tech_raw[0] if isinstance(remote_tech_raw, (list, tuple)) else remote_tech_raw
+            tech_sync_id = remote_syncid_by_uid.get(remote_uid)
+            local_uid = local_syncid_to_uid.get(tech_sync_id) if tech_sync_id else None
+            if not local_uid:
+                continue
+
+            partner_raw = rt.get('partner_id')
+            client_name = partner_raw[1] if isinstance(partner_raw, (list, tuple)) and len(partner_raw) > 1 else ''
+            client_phone = rt.get('partner_phone', '') or ''
+
+            state_raw = rt.get('address_state_id')
+            state_name = ''
+            if isinstance(state_raw, (list, tuple)) and len(state_raw) > 1:
+                state_name = state_raw[1]
+
+            # Map additional technicians from remote to local
+            local_additional_ids = []
+            remote_add_raw = rt.get('additional_technician_ids', [])
+            if remote_add_raw and isinstance(remote_add_raw, list):
+                for add_uid in remote_add_raw:
+                    add_sync_id = remote_syncid_by_uid.get(add_uid)
+                    if add_sync_id:
+                        local_add_uid = local_syncid_to_uid.get(add_sync_id)
+                        if local_add_uid:
+                            local_additional_ids.append(local_add_uid)
+
+            sched_date = rt.get('scheduled_date')
+
+            vals = {
+                'x_fc_sync_uuid': sync_uuid,
+                'x_fc_sync_source': self.instance_id,
+                'x_fc_sync_remote_id': rt['id'],
+                'name': f"[{self.instance_id.upper()}] {rt.get('name', '')}",
+                'technician_id': local_uid,
+                'additional_technician_ids': [(6, 0, local_additional_ids)],
+                'task_type': rt.get('task_type', 'delivery'),
+                'status': rt.get('status', 'scheduled'),
+                'scheduled_date': sched_date,
+                'time_start': rt.get('time_start', 9.0),
+                'time_end': rt.get('time_end', 10.0),
+                'duration_hours': rt.get('duration_hours', 1.0),
+                'address_street': rt.get('address_street', ''),
+                'address_street2': rt.get('address_street2', ''),
+                'address_city': rt.get('address_city', ''),
+                'address_zip': rt.get('address_zip', ''),
+                'address_buzz_code': rt.get('address_buzz_code', ''),
+                'address_lat': rt.get('address_lat', 0),
+                'address_lng': rt.get('address_lng', 0),
+                'priority': rt.get('priority', 'normal'),
+                'pod_required': rt.get('pod_required', False),
+                'description': rt.get('description', ''),
+                'x_fc_sync_client_name': client_name,
+                'x_fc_sync_client_phone': client_phone,
+                'travel_time_minutes': rt.get('travel_time_minutes', 0),
+                'travel_distance_km': rt.get('travel_distance_km', 0),
+                'travel_origin': rt.get('travel_origin', ''),
+                'completed_latitude': rt.get('completed_latitude', 0),
+                'completed_longitude': rt.get('completed_longitude', 0),
+                'action_latitude': rt.get('action_latitude', 0),
+                'action_longitude': rt.get('action_longitude', 0),
+            }
+            if rt.get('completion_datetime'):
+                vals['completion_datetime'] = rt['completion_datetime']
+
+            if state_name:
+                state_rec = self.env['res.country.state'].sudo().search(
+                    [('name', '=', state_name)], limit=1)
+                if state_rec:
+                    vals['address_state_id'] = state_rec.id
+
+            existing = Task.search([('x_fc_sync_uuid', '=', sync_uuid)], limit=1)
+            if existing:
+                if existing.status in TERMINAL_STATUSES:
+                    vals.pop('status', None)
+                existing.write(vals)
+            else:
+                vals['sale_order_id'] = False
+                Task.create([vals])
+
+            if sched_date:
+                affected_combos.add((local_uid, sched_date))
+                for add_uid in local_additional_ids:
+                    affected_combos.add((add_uid, sched_date))
+
+        stale_shadows = Task.search([
+            ('x_fc_sync_source', '=', self.instance_id),
+            ('x_fc_sync_uuid', 'not in', list(remote_uuids)),
+            ('scheduled_date', '>=', str(cutoff)),
+            ('active', '=', True),
+        ])
+        if stale_shadows:
+            for st in stale_shadows:
+                if st.scheduled_date and st.technician_id:
+                    affected_combos.add((st.technician_id.id, st.scheduled_date))
+                for tech in st.additional_technician_ids:
+                    if st.scheduled_date:
+                        affected_combos.add((tech.id, st.scheduled_date))
+            stale_shadows.write({'active': False, 'status': 'cancelled'})
+            _logger.info("Deactivated %d stale shadow tasks from %s",
+                         len(stale_shadows), self.instance_id)
+
+        if affected_combos:
+            today = fields.Date.today()
+            today_str = str(today)
+            future_combos = set()
+            for tid, d in affected_combos:
+                if not d:
+                    continue
+                d_str = str(d) if not isinstance(d, str) else d
+                if d_str >= today_str:
+                    future_combos.add((tid, d_str))
+            if future_combos:
+                TaskModel = self.env['fusion.technician.task'].sudo()
+                try:
+                    ungeocode = TaskModel.search([
+                        ('x_fc_sync_source', '=', self.instance_id),
+                        ('active', '=', True),
+                        ('scheduled_date', '>=', today_str),
+                        ('status', 'not in', ['cancelled']),
+                        '|',
+                        ('address_lat', '=', 0), ('address_lat', '=', False),
+                    ])
+                    geocoded = 0
+                    for shadow in ungeocode:
+                        if shadow.address_display:
+                            if shadow.with_context(skip_travel_recalc=True)._geocode_address():
+                                geocoded += 1
+                    if geocoded:
+                        _logger.info("Geocoded %d shadow tasks from %s",
+                                     geocoded, self.name)
+                except Exception:
+                    _logger.exception(
+                        "Shadow task geocoding after sync from %s failed", self.name)
+
+                try:
+                    TaskModel._recalculate_combos_travel(future_combos)
+                    _logger.info(
+                        "Recalculated travel for %d tech+date combos after sync from %s",
+                        len(future_combos), self.name)
+                except Exception:
+                    _logger.exception(
+                        "Travel recalculation after sync from %s failed", self.name)
+
+    # ------------------------------------------------------------------
+    # PULL: technician locations from remote instance
+    # ------------------------------------------------------------------
+
+    def _pull_technician_locations(self):
+        """Pull latest GPS locations for matched technicians from the remote instance.
+
+        Creates local location records with source='sync' so the map view
+        shows technician positions from both instances. Only keeps the single
+        most recent synced location per technician (replaces older synced
+        records to avoid clutter).
+        """
+        self.ensure_one()
+        local_syncid_to_uid = self._get_local_syncid_to_uid()
+        if not local_syncid_to_uid:
+            return
+
+        remote_map = self._get_remote_tech_map()
+        if not remote_map:
+            return
+
+        matched_sync_ids = set(local_syncid_to_uid.keys()) & set(remote_map.keys())
+        if not matched_sync_ids:
+            return
+
+        remote_tech_ids = [remote_map[sid] for sid in matched_sync_ids]
+        remote_syncid_by_uid = {v: k for k, v in remote_map.items()}
+
+        remote_locations = self._rpc(
+            'fusion.technician.location', 'search_read',
+            [[
+                ('user_id', 'in', remote_tech_ids),
+                ('logged_at', '>', str(fields.Datetime.subtract(
+                    fields.Datetime.now(), hours=24))),
+                ('source', '!=', 'sync'),
+            ]],
+            {
+                'fields': ['user_id', 'latitude', 'longitude',
+                           'accuracy', 'logged_at'],
+                'order': 'logged_at desc',
+            })
+
+        if not remote_locations:
+            return
+
+        Location = self.env['fusion.technician.location'].sudo()
+
+        seen_techs = set()
+        synced_count = 0
+        for rloc in remote_locations:
+            remote_uid_raw = rloc['user_id']
+            remote_uid = (remote_uid_raw[0]
+                          if isinstance(remote_uid_raw, (list, tuple))
+                          else remote_uid_raw)
+            if remote_uid in seen_techs:
+                continue
+            seen_techs.add(remote_uid)
+
+            sync_id = remote_syncid_by_uid.get(remote_uid)
+            local_uid = local_syncid_to_uid.get(sync_id) if sync_id else None
+            if not local_uid:
+                continue
+
+            lat = rloc.get('latitude', 0)
+            lng = rloc.get('longitude', 0)
+            if not lat or not lng:
+                continue
+
+            old_synced = Location.search([
+                ('user_id', '=', local_uid),
+                ('source', '=', 'sync'),
+                ('sync_instance', '=', self.instance_id),
+            ])
+            if old_synced:
+                old_synced.unlink()
+
+            Location.create({
+                'user_id': local_uid,
+                'latitude': lat,
+                'longitude': lng,
+                'accuracy': rloc.get('accuracy', 0),
+                'logged_at': rloc.get('logged_at', fields.Datetime.now()),
+                'source': 'sync',
+                'sync_instance': self.instance_id,
+            })
+            synced_count += 1
+
+        if synced_count:
+            _logger.info("Synced %d technician location(s) from %s",
+                         synced_count, self.name)
+
+    # ------------------------------------------------------------------
+    # CLEANUP
+    # ------------------------------------------------------------------
+
+    @api.model
+    def _cron_cleanup_old_shadows(self):
+        """Remove shadow tasks older than 30 days (completed/cancelled)."""
+        cutoff = fields.Date.today() - timedelta(days=30)
+        old_shadows = self.env['fusion.technician.task'].sudo().search([
+            ('x_fc_sync_source', '!=', False),
+            ('scheduled_date', '<', str(cutoff)),
+            ('status', 'in', ['completed', 'cancelled']),
+        ])
+        if old_shadows:
+            count = len(old_shadows)
+            old_shadows.unlink()
+            _logger.info("Cleaned up %d old shadow tasks", count)
+
+    # ------------------------------------------------------------------
+    # Manual trigger
+    # ------------------------------------------------------------------
+
+    def action_sync_now(self):
+        """Manually trigger a full sync for this config."""
+        self.ensure_one()
+        self._pull_tasks_from_remote()
+        self._pull_technician_locations()
+        self.sudo().write({
+            'last_sync': fields.Datetime.now(),
+            'last_sync_error': False,
+        })
+        shadow_count = self.env['fusion.technician.task'].sudo().search_count([
+            ('x_fc_sync_source', '=', self.instance_id),
+        ])
+        loc_count = self.env['fusion.technician.location'].sudo().search_count([
+            ('source', '=', 'sync'),
+            ('sync_instance', '=', self.instance_id),
+        ])
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': 'Sync Complete',
+                'message': (f'Synced from {self.name}. '
+                            f'{shadow_count} shadow task(s), '
+                            f'{loc_count} technician location(s) visible.'),
+                'type': 'success',
+                'sticky': False,
+            },
+        }

Entech Plating/fusion_tasks/models/technician_location.py

@@ -0,0 +1,131 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""
+Fusion Technician Location
+GPS location logging for field technicians.
+"""
+
+from odoo import models, fields, api, _
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionTechnicianLocation(models.Model):
+    _name = 'fusion.technician.location'
+    _description = 'Technician Location Log'
+    _order = 'logged_at desc'
+
+    user_id = fields.Many2one(
+        'res.users',
+        string='Technician',
+        required=True,
+        index=True,
+        ondelete='cascade',
+    )
+    latitude = fields.Float(
+        string='Latitude',
+        digits=(10, 7),
+        required=True,
+    )
+    longitude = fields.Float(
+        string='Longitude',
+        digits=(10, 7),
+        required=True,
+    )
+    accuracy = fields.Float(
+        string='Accuracy (m)',
+        help='GPS accuracy in meters',
+    )
+    logged_at = fields.Datetime(
+        string='Logged At',
+        default=fields.Datetime.now,
+        required=True,
+        index=True,
+    )
+    source = fields.Selection([
+        ('portal', 'Portal'),
+        ('app', 'Mobile App'),
+        ('sync', 'Synced'),
+    ], string='Source', default='portal')
+    sync_instance = fields.Char(
+        'Sync Instance', index=True,
+        help='Source instance ID if synced (e.g. westin, mobility)',
+    )
+
+    @api.model
+    def log_location(self, latitude, longitude, accuracy=None):
+        """Log the current user's location. Called from portal JS."""
+        return self.sudo().create({
+            'user_id': self.env.user.id,
+            'latitude': latitude,
+            'longitude': longitude,
+            'accuracy': accuracy or 0,
+            'source': 'portal',
+        })
+
+    @api.model
+    def get_latest_locations(self):
+        """Get the most recent location for each technician (for map view).
+
+        Includes both local GPS pings and synced locations from remote
+        instances, so the map shows all shared technicians regardless of
+        which Odoo instance they are clocked into.
+        """
+        self.env.cr.execute("""
+            SELECT DISTINCT ON (user_id)
+                user_id, latitude, longitude, accuracy, logged_at,
+                COALESCE(sync_instance, '') AS sync_instance
+            FROM fusion_technician_location
+            WHERE logged_at > NOW() - INTERVAL '24 hours'
+            ORDER BY user_id, logged_at DESC
+        """)
+        rows = self.env.cr.dictfetchall()
+        local_id = self.env['ir.config_parameter'].sudo().get_param(
+            'fusion_claims.sync_instance_id', '')
+        result = []
+        for row in rows:
+            user = self.env['res.users'].sudo().browse(row['user_id'])
+            src = row.get('sync_instance') or local_id
+            result.append({
+                'user_id': row['user_id'],
+                'name': user.name,
+                'latitude': row['latitude'],
+                'longitude': row['longitude'],
+                'accuracy': row['accuracy'],
+                'logged_at': str(row['logged_at']),
+                'sync_instance': src,
+            })
+        return result
+
+    @api.model
+    def _cron_cleanup_old_locations(self):
+        """Remove location logs based on configurable retention setting.
+
+        Setting (fusion_claims.location_retention_days):
+          - Empty / not set  => keep 30 days (default)
+          - "0"              => delete at end of day (keep today only)
+          - "1" .. "N"       => keep for N days
+        """
+        ICP = self.env['ir.config_parameter'].sudo()
+        raw = (ICP.get_param('fusion_claims.location_retention_days') or '').strip()
+
+        if raw == '':
+            retention_days = 30  # default: 1 month
+        else:
+            try:
+                retention_days = max(int(raw), 0)
+            except (ValueError, TypeError):
+                retention_days = 30
+
+        cutoff = fields.Datetime.subtract(fields.Datetime.now(), days=retention_days)
+        old_records = self.search([('logged_at', '<', cutoff)])
+        count = len(old_records)
+        if count:
+            old_records.unlink()
+            _logger.info(
+                "Cleaned up %d technician location records (retention=%d days)",
+                count, retention_days,
+            )

Entech Plating/fusion_tasks/security/ir.model.access.csv

@@ -0,0 +1,12 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_fusion_technician_task_user,fusion.technician.task.user,model_fusion_technician_task,sales_team.group_sale_salesman,1,1,1,0
+access_fusion_technician_task_manager,fusion.technician.task.manager,model_fusion_technician_task,sales_team.group_sale_manager,1,1,1,1
+access_fusion_technician_task_technician,fusion.technician.task.technician,model_fusion_technician_task,fusion_tasks.group_field_technician,1,1,0,0
+access_fusion_technician_task_portal,fusion.technician.task.portal,model_fusion_technician_task,base.group_portal,1,0,0,0
+access_fusion_push_subscription_user,fusion.push.subscription.user,model_fusion_push_subscription,base.group_user,1,1,1,0
+access_fusion_push_subscription_portal,fusion.push.subscription.portal,model_fusion_push_subscription,base.group_portal,1,1,1,0
+access_fusion_technician_location_manager,fusion.technician.location.manager,model_fusion_technician_location,sales_team.group_sale_manager,1,1,1,1
+access_fusion_technician_location_user,fusion.technician.location.user,model_fusion_technician_location,sales_team.group_sale_salesman,1,0,0,0
+access_fusion_technician_location_portal,fusion.technician.location.portal,model_fusion_technician_location,base.group_portal,0,0,1,0
+access_fusion_task_sync_config_manager,fusion.task.sync.config.manager,model_fusion_task_sync_config,sales_team.group_sale_manager,1,1,1,1
+access_fusion_task_sync_config_user,fusion.task.sync.config.user,model_fusion_task_sync_config,sales_team.group_sale_salesman,1,0,0,0

Entech Plating/fusion_tasks/security/security.xml

@@ -0,0 +1,103 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- ================================================================== -->
+    <!-- MODULE CATEGORY                                                     -->
+    <!-- ================================================================== -->
+    <record id="module_category_fusion_tasks" model="ir.module.category">
+        <field name="name">Fusion Tasks</field>
+        <field name="sequence">46</field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- FUSION TASKS PRIVILEGE (Odoo 19 pattern)                            -->
+    <!-- ================================================================== -->
+    <record id="res_groups_privilege_fusion_tasks" model="res.groups.privilege">
+        <field name="name">Fusion Tasks</field>
+        <field name="sequence">46</field>
+        <field name="category_id" ref="module_category_fusion_tasks"/>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- FIELD TECHNICIAN GROUP                                              -->
+    <!-- Standalone group safe for both portal and internal users.           -->
+    <!-- Do NOT imply base.group_user — that chain conflicts with portal     -->
+    <!-- users (share=True).                                                 -->
+    <!-- ================================================================== -->
+    <record id="group_field_technician" model="res.groups">
+        <field name="name">Field Technician</field>
+        <field name="privilege_id" ref="res_groups_privilege_fusion_tasks"/>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- TECHNICIAN TASK RECORD RULES                                        -->
+    <!-- ================================================================== -->
+
+    <!-- Managers: full access to all tasks -->
+    <record id="rule_technician_task_manager" model="ir.rule">
+        <field name="name">Technician Task: Manager Full Access</field>
+        <field name="model_id" ref="model_fusion_technician_task"/>
+        <field name="domain_force">[(1, '=', 1)]</field>
+        <field name="groups" eval="[(4, ref('sales_team.group_sale_manager'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="True"/>
+        <field name="perm_unlink" eval="True"/>
+    </record>
+
+    <!-- Sales users: read/write all tasks, create tasks -->
+    <record id="rule_technician_task_sales_user" model="ir.rule">
+        <field name="name">Technician Task: Sales User Access</field>
+        <field name="model_id" ref="model_fusion_technician_task"/>
+        <field name="domain_force">[(1, '=', 1)]</field>
+        <field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="True"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <!-- Field Technicians (internal): own tasks only -->
+    <record id="rule_technician_task_technician" model="ir.rule">
+        <field name="name">Technician Task: Technician Own Tasks</field>
+        <field name="model_id" ref="model_fusion_technician_task"/>
+        <field name="domain_force">[('technician_id', '=', user.id)]</field>
+        <field name="groups" eval="[(4, ref('group_field_technician'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="False"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <!-- Portal technicians: own tasks only, read + limited write -->
+    <record id="rule_technician_task_portal" model="ir.rule">
+        <field name="name">Technician Task: Portal Technician Access</field>
+        <field name="model_id" ref="model_fusion_technician_task"/>
+        <field name="domain_force">[('technician_id', '=', user.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="False"/>
+        <field name="perm_create" eval="False"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- PUSH SUBSCRIPTION RECORD RULES                                      -->
+    <!-- ================================================================== -->
+
+    <!-- Users: own subscriptions only -->
+    <record id="rule_push_subscription_user" model="ir.rule">
+        <field name="name">Push Subscription: Own Only</field>
+        <field name="model_id" ref="model_fusion_push_subscription"/>
+        <field name="domain_force">[('user_id', '=', user.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_user'))]"/>
+    </record>
+
+    <!-- Portal: own subscriptions only -->
+    <record id="rule_push_subscription_portal" model="ir.rule">
+        <field name="name">Push Subscription: Portal Own Only</field>
+        <field name="model_id" ref="model_fusion_push_subscription"/>
+        <field name="domain_force">[('user_id', '=', user.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+    </record>
+
+</odoo>

Entech Plating/fusion_tasks/static/src/css/fusion_task_map_view.scss

@@ -0,0 +1,488 @@
+// =====================================================================
+// Fusion Task Map View - Sidebar + Google Maps
+// Theme-aware: uses Odoo/Bootstrap variables for dark mode support
+// =====================================================================
+
+$sidebar-width: 340px;
+$transition-speed: .25s;
+
+.o_fusion_task_map_view {
+    height: 100%;
+
+    .o_content {
+        height: 100%;
+        display: flex;
+        flex-direction: column;
+    }
+}
+
+// ── Main wrapper: sidebar + map side by side ────────────────────────
+.fc_map_wrapper {
+    display: flex;
+    flex-direction: row;
+    height: 100%;
+    min-height: 0;
+    overflow: hidden;
+    position: relative;
+}
+
+// ── Sidebar ─────────────────────────────────────────────────────────
+.fc_sidebar {
+    width: $sidebar-width;
+    min-width: $sidebar-width;
+    max-width: $sidebar-width;
+    background: var(--o-view-background-color, $o-view-background-color);
+    border-right: 1px solid $border-color;
+    display: flex;
+    flex-direction: column;
+    transition: width $transition-speed ease, min-width $transition-speed ease,
+                max-width $transition-speed ease, opacity $transition-speed ease;
+    overflow: hidden;
+
+    &--collapsed {
+        width: 0;
+        min-width: 0;
+        max-width: 0;
+        opacity: 0;
+        border-right: none;
+    }
+}
+
+.fc_sidebar_header {
+    padding: 14px 16px 12px;
+    border-bottom: 1px solid $border-color;
+    flex-shrink: 0;
+
+    h6 {
+        font-size: 14px;
+        color: $headings-color;
+    }
+}
+
+.fc_sidebar_body {
+    flex: 1 1 auto;
+    overflow-y: auto;
+    overflow-x: hidden;
+    padding: 6px 0;
+
+    &::-webkit-scrollbar { width: 5px; }
+    &::-webkit-scrollbar-track { background: transparent; }
+    &::-webkit-scrollbar-thumb { background: $border-color; border-radius: 4px; }
+}
+
+.fc_sidebar_footer {
+    padding: 10px 16px;
+    border-top: 1px solid $border-color;
+    flex-shrink: 0;
+}
+
+.fc_sidebar_empty {
+    text-align: center;
+    padding: 40px 20px;
+    color: $text-muted;
+}
+
+// ── Day filter chips ────────────────────────────────────────────────
+.fc_day_filters {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 4px;
+}
+
+.fc_day_chip {
+    display: inline-flex;
+    align-items: center;
+    gap: 4px;
+    padding: 2px 10px;
+    font-size: 11px;
+    font-weight: 600;
+    border: 1px solid $border-color;
+    border-radius: 12px;
+    background: transparent;
+    color: $text-muted;
+    cursor: pointer;
+    transition: all .15s;
+    line-height: 18px;
+
+    &:hover {
+        border-color: rgba($primary, .3);
+        color: $body-color;
+    }
+
+    &--active {
+        color: #fff !important;
+        border-color: transparent !important;
+    }
+
+    &--all {
+        color: $body-color;
+        font-weight: 500;
+        &:hover { background: rgba($primary, .1); }
+    }
+}
+
+.fc_day_chip_count {
+    font-size: 10px;
+    opacity: .8;
+}
+
+.fc_group_hidden_tag {
+    font-size: 9px;
+    text-transform: uppercase;
+    letter-spacing: .5px;
+    color: $text-muted;
+    background: rgba($secondary, .1);
+    padding: 0 5px;
+    border-radius: 3px;
+    margin-left: 4px;
+    font-weight: 500;
+}
+
+// ── Technician filter chips ─────────────────────────────────────────
+.fc_tech_filters {
+    display: flex;
+    flex-wrap: wrap;
+    gap: 4px;
+}
+
+.fc_tech_chip {
+    display: inline-flex;
+    align-items: center;
+    gap: 5px;
+    padding: 3px 10px 3px 4px;
+    font-size: 11px;
+    font-weight: 600;
+    border: 1px solid $border-color;
+    border-radius: 14px;
+    background: transparent;
+    color: $text-muted;
+    cursor: pointer;
+    transition: all .15s;
+    line-height: 18px;
+    max-width: 100%;
+    overflow: hidden;
+
+    &:hover {
+        border-color: rgba($primary, .35);
+        color: $body-color;
+        background: rgba($primary, .06);
+    }
+
+    &--active {
+        background: $primary !important;
+        color: #fff !important;
+        border-color: $primary !important;
+
+        .fc_tech_chip_avatar {
+            background: rgba(#fff, .25);
+            color: #fff;
+        }
+    }
+
+    &--all {
+        padding: 3px 10px;
+        color: $body-color;
+        font-weight: 500;
+        &:hover { background: rgba($primary, .1); }
+    }
+}
+
+.fc_tech_chip_avatar {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    width: 20px;
+    height: 20px;
+    border-radius: 50%;
+    background: rgba($secondary, .15);
+    color: $body-color;
+    font-size: 9px;
+    font-weight: 700;
+    flex-shrink: 0;
+}
+
+.fc_tech_chip_name {
+    white-space: nowrap;
+    overflow: hidden;
+    text-overflow: ellipsis;
+}
+
+// Collapsed toggle button (floating)
+.fc_sidebar_toggle_btn {
+    position: absolute;
+    left: 0;
+    top: 50%;
+    transform: translateY(-50%);
+    z-index: 15;
+    background: var(--o-view-background-color, $o-view-background-color);
+    border: 1px solid $border-color;
+    border-left: none;
+    border-radius: 0 8px 8px 0;
+    padding: 12px 6px;
+    cursor: pointer;
+    box-shadow: 2px 0 6px rgba(0,0,0,.08);
+    color: $text-muted;
+    transition: background .15s;
+
+    &:hover {
+        background: $o-gray-100;
+        color: $body-color;
+    }
+}
+
+// ── Group headers ───────────────────────────────────────────────────
+.fc_group_header {
+    display: flex;
+    align-items: center;
+    padding: 8px 16px;
+    cursor: pointer;
+    user-select: none;
+    font-weight: 600;
+    font-size: 12px;
+    color: $text-muted;
+    text-transform: uppercase;
+    letter-spacing: .5px;
+    background: rgba($secondary, .08);
+    border-bottom: 1px solid $border-color;
+    transition: background .15s;
+
+    &:hover {
+        background: rgba($secondary, .15);
+    }
+
+    .fa-caret-right,
+    .fa-caret-down {
+        width: 14px;
+        text-align: center;
+        font-size: 13px;
+    }
+}
+
+.fc_group_label {
+    flex: 1;
+}
+
+.fc_group_badge {
+    background: rgba($secondary, .2);
+    color: $body-color;
+    font-size: 10px;
+    font-weight: 700;
+    padding: 1px 7px;
+    border-radius: 10px;
+    min-width: 20px;
+    text-align: center;
+}
+
+// ── Task cards ──────────────────────────────────────────────────────
+.fc_group_tasks {
+    padding: 4px 0;
+}
+
+.fc_task_card {
+    margin: 3px 10px;
+    padding: 10px 12px;
+    background: var(--o-view-background-color, $o-view-background-color);
+    border: 1px solid $border-color;
+    border-radius: 8px;
+    cursor: pointer;
+    transition: all .15s;
+    position: relative;
+
+    &:hover {
+        background: rgba($primary, .05);
+        border-color: rgba($primary, .2);
+        box-shadow: 0 1px 4px rgba(0,0,0,.06);
+    }
+
+    &--active {
+        background: rgba($primary, .1) !important;
+        border-color: rgba($primary, .35) !important;
+        box-shadow: 0 0 0 2px rgba($primary, .15);
+    }
+}
+
+.fc_task_card_top {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    margin-bottom: 6px;
+}
+
+.fc_task_num {
+    display: inline-block;
+    color: #fff;
+    font-size: 11px;
+    font-weight: 700;
+    padding: 1px 8px;
+    border-radius: 4px;
+    line-height: 18px;
+}
+
+.fc_task_status {
+    font-size: 11px;
+    font-weight: 600;
+}
+
+.fc_task_client {
+    font-size: 13px;
+    font-weight: 600;
+    color: $headings-color;
+    margin-bottom: 4px;
+    white-space: nowrap;
+    overflow: hidden;
+    text-overflow: ellipsis;
+}
+
+.fc_task_meta {
+    display: flex;
+    gap: 12px;
+    font-size: 11px;
+    color: $body-color;
+    margin-bottom: 3px;
+
+    .fa { opacity: .5; }
+}
+
+.fc_task_date {
+    font-size: 11px;
+    color: #6366f1;
+    font-weight: 600;
+    margin-bottom: 3px;
+    .fa { opacity: .5; }
+}
+
+.fc_task_detail {
+    font-size: 11px;
+    color: $body-color;
+    margin-bottom: 2px;
+    .fa { opacity: .5; }
+}
+
+.fc_task_address {
+    font-size: 10px;
+    color: $text-muted;
+    white-space: nowrap;
+    overflow: hidden;
+    text-overflow: ellipsis;
+    margin-top: 2px;
+}
+
+.fc_task_bottom_row {
+    display: flex;
+    align-items: center;
+    gap: 6px;
+    margin-top: 4px;
+    flex-wrap: wrap;
+}
+
+.fc_task_travel {
+    display: inline-flex;
+    align-items: center;
+    font-size: 10px;
+    color: $body-color;
+    background: rgba($secondary, .1);
+    padding: 1px 8px;
+    border-radius: 4px;
+    .fa { opacity: .5; }
+}
+
+.fc_task_source {
+    display: inline-flex;
+    align-items: center;
+    font-size: 10px;
+    color: #fff;
+    font-weight: 600;
+    padding: 1px 8px;
+    border-radius: 4px;
+    .fa { opacity: .8; }
+}
+
+.fc_task_edit_btn {
+    display: inline-flex;
+    align-items: center;
+    font-size: 10px;
+    font-weight: 600;
+    color: var(--btn-primary-color, #fff);
+    background: var(--btn-primary-bg, #{$primary});
+    padding: 2px 10px;
+    border-radius: 4px;
+    cursor: pointer;
+    margin-left: auto;
+    transition: all .15s;
+
+    &:hover {
+        opacity: .85;
+        filter: brightness(1.15);
+    }
+}
+
+// ── Map area ────────────────────────────────────────────────────────
+.fc_map_area {
+    flex: 1 1 auto;
+    display: flex;
+    flex-direction: column;
+    min-width: 0;
+    position: relative;
+}
+
+.fc_map_legend_bar {
+    flex: 0 0 auto;
+    font-size: 12px;
+    min-height: 40px;
+}
+
+.fc_map_container {
+    flex: 1 1 auto;
+    position: relative;
+    min-height: 400px;
+}
+
+// ── Google Maps InfoWindow override ──────────────────────────────────
+.gm-style-iw-d {
+    overflow: auto !important;
+}
+.gm-style .gm-style-iw-c {
+    padding: 0 !important;
+    border-radius: 10px !important;
+    overflow: hidden !important;
+    box-shadow: 0 4px 20px rgba(0,0,0,.15) !important;
+}
+.gm-style .gm-style-iw-tc {
+    display: none !important;
+}
+.gm-style .gm-ui-hover-effect {
+    display: none !important;
+}
+
+// ── Responsive ──────────────────────────────────────────────────────
+@media (max-width: 768px) {
+    .fc_map_wrapper {
+        flex-direction: column;
+    }
+    .fc_sidebar {
+        width: 100% !important;
+        min-width: 100% !important;
+        max-width: 100% !important;
+        max-height: 40vh;
+        border-right: none;
+        border-bottom: 1px solid $border-color;
+
+        &--collapsed {
+            max-height: 0;
+            opacity: 0;
+        }
+    }
+    .fc_sidebar_toggle_btn {
+        top: auto;
+        bottom: 10px;
+        left: 50%;
+        transform: translateX(-50%);
+        border-radius: 8px;
+        border: 1px solid $border-color;
+        padding: 8px 16px;
+    }
+    .fc_map_area {
+        flex: 1;
+        min-height: 300px;
+    }
+}

Entech Plating/fusion_tasks/static/src/xml/fusion_task_map_view.xml

@@ -0,0 +1,255 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+    <t t-name="fusion_tasks.FusionTaskMapView">
+        <div class="o_fusion_task_map_view">
+            <Layout display="display">
+                <t t-set-slot="control-panel-additional-actions">
+                    <CogMenu/>
+                </t>
+                <t t-set-slot="layout-buttons">
+                    <t t-call="{{ props.buttonTemplate }}"/>
+                </t>
+                <t t-set-slot="layout-actions">
+                    <SearchBar toggler="searchBarToggler"/>
+                </t>
+                <t t-set-slot="control-panel-navigation-additional">
+                    <t t-component="searchBarToggler.component" t-props="searchBarToggler.props"/>
+                </t>
+
+                <div class="fc_map_wrapper">
+
+                    <!-- ========== SIDEBAR ========== -->
+                    <div t-att-class="'fc_sidebar' + (state.sidebarOpen ? '' : ' fc_sidebar--collapsed')">
+
+                        <!-- Sidebar header -->
+                        <div class="fc_sidebar_header">
+                            <div class="d-flex align-items-center justify-content-between">
+                                <h6 class="mb-0 fw-bold">
+                                    <i class="fa fa-list-ul me-2"/>Deliveries
+                                    <span class="badge text-bg-primary ms-1" t-esc="state.taskCount"/>
+                                </h6>
+                                <button class="btn btn-sm btn-link text-muted p-0" t-on-click="toggleSidebar"
+                                        title="Toggle sidebar">
+                                    <i t-att-class="'fa ' + (state.sidebarOpen ? 'fa-chevron-left' : 'fa-chevron-right')"/>
+                                </button>
+                            </div>
+                            <!-- New task button -->
+                            <button class="btn btn-primary btn-sm w-100 mt-2" t-on-click="createNewTask">
+                                <i class="fa fa-plus me-1"/>New Delivery Task
+                            </button>
+
+                            <!-- Day filter chips -->
+                            <div class="fc_day_filters mt-2">
+                                <t t-foreach="state.groups" t-as="group" t-key="group.key + '_filter'">
+                                    <button t-att-class="'fc_day_chip' + (isGroupVisible(group.key) ? ' fc_day_chip--active' : '')"
+                                            t-att-style="isGroupVisible(group.key) ? 'background:' + group.dayColor + ';color:#fff;border-color:' + group.dayColor : ''"
+                                            t-on-click="() => this.toggleDayFilter(group.key)">
+                                        <t t-esc="group.label"/>
+                                        <span class="fc_day_chip_count" t-esc="group.count"/>
+                                    </button>
+                                </t>
+                                <button class="fc_day_chip fc_day_chip--all" t-on-click="showAllDays"
+                                        title="Show all">All</button>
+                            </div>
+
+                            <!-- Technician filter -->
+                            <t t-if="state.allTechnicians.length > 1">
+                                <div class="fc_tech_filters mt-2">
+                                    <t t-foreach="state.allTechnicians" t-as="tech" t-key="tech.id">
+                                        <button t-att-class="'fc_tech_chip' + (isTechVisible(tech.id) ? ' fc_tech_chip--active' : '')"
+                                                t-on-click="() => this.toggleTechFilter(tech.id)"
+                                                t-att-title="tech.name">
+                                            <span class="fc_tech_chip_avatar" t-esc="tech.initials"/>
+                                            <span class="fc_tech_chip_name" t-esc="tech.name"/>
+                                        </button>
+                                    </t>
+                                    <button class="fc_tech_chip fc_tech_chip--all" t-on-click="showAllTechs"
+                                            title="Show all technicians">All</button>
+                                </div>
+                            </t>
+                        </div>
+
+                        <!-- Sidebar body: grouped task list -->
+                        <div class="fc_sidebar_body">
+                            <t t-foreach="state.groups" t-as="group" t-key="group.key">
+                                <!-- Group header (collapsible) with day color -->
+                                <div class="fc_group_header" t-on-click="() => this.toggleGroup(group.key)">
+                                    <i t-att-class="'fa me-1 ' + (isGroupCollapsed(group.key) ? 'fa-caret-right' : 'fa-caret-down')"/>
+                                    <i class="fa fa-circle me-1" style="font-size:8px;"
+                                       t-att-style="'color:' + group.dayColor"/>
+                                    <span class="fc_group_label" t-esc="group.label"/>
+                                    <span t-if="!isGroupVisible(group.key)" class="fc_group_hidden_tag">hidden</span>
+                                    <span class="fc_group_badge" t-esc="group.count"/>
+                                </div>
+
+                                <!-- Group tasks -->
+                                <div t-if="!isGroupCollapsed(group.key)" class="fc_group_tasks">
+                                    <t t-foreach="group.tasks" t-as="task" t-key="task.id">
+                                        <div t-att-class="'fc_task_card' + (state.activeTaskId === task.id ? ' fc_task_card--active' : '')"
+                                             t-on-click="() => this.focusTask(task.id)">
+
+                                            <!-- Card top row: number + status -->
+                                            <div class="fc_task_card_top">
+                                                <span class="fc_task_num" t-att-style="'background:' + task._dayColor">
+                                                    <t t-esc="'#' + task._scheduleNum"/>
+                                                </span>
+                                                <span class="fc_task_status" t-att-style="'color:' + task._statusColor">
+                                                    <i t-att-class="'fa ' + task._statusIcon" style="margin-right:3px;"/>
+                                                    <t t-esc="task._statusLabel"/>
+                                                </span>
+                                            </div>
+
+                                            <!-- Client name -->
+                                            <div class="fc_task_client" t-esc="task._clientName"/>
+
+                                            <!-- Type + time -->
+                                            <div class="fc_task_meta">
+                                                <span><i class="fa fa-tag me-1"/><t t-esc="task._typeLbl"/></span>
+                                                <span><i class="fa fa-clock-o me-1"/><t t-esc="task._timeRange"/></span>
+                                            </div>
+
+                                            <!-- Date -->
+                                            <div class="fc_task_date">
+                                                <i class="fa fa-calendar me-1"/><t t-esc="task._dateLabel"/>
+                                            </div>
+
+                                            <!-- Technician + address -->
+                                            <div class="fc_task_detail">
+                                                <span><i class="fa fa-user me-1"/><t t-esc="task._techName"/></span>
+                                            </div>
+                                            <div t-if="task.address_display" class="fc_task_address">
+                                                <i class="fa fa-map-marker me-1"/>
+                                                <t t-esc="task.address_display"/>
+                                            </div>
+
+                                            <!-- Travel + source -->
+                                            <div class="fc_task_bottom_row">
+                                                <span t-if="task.travel_time_minutes" class="fc_task_travel">
+                                                    <i class="fa fa-car me-1"/>
+                                                    <t t-esc="task.travel_time_minutes"/> min travel
+                                                </span>
+                                                <span t-if="task._sourceLabel" class="fc_task_source"
+                                                      t-att-style="'background:' + task._sourceColor">
+                                                    <i class="fa fa-building-o me-1"/>
+                                                    <t t-esc="task._sourceLabel"/>
+                                                </span>
+                                                <span class="fc_task_edit_btn"
+                                                      t-on-click.stop="() => this.openTask(task.id)"
+                                                      title="Edit task">
+                                                    <i class="fa fa-pencil me-1"/>Edit
+                                                </span>
+                                            </div>
+                                        </div>
+                                    </t>
+                                </div>
+                            </t>
+
+                            <!-- Empty state -->
+                            <div t-if="state.groups.length === 0 and !state.loading" class="fc_sidebar_empty">
+                                <i class="fa fa-inbox fa-2x text-muted d-block mb-2"/>
+                                <span class="text-muted">No tasks found</span>
+                            </div>
+                        </div>
+
+                        <!-- Sidebar footer: technician count -->
+                        <div class="fc_sidebar_footer">
+                            <div class="d-flex align-items-center gap-2">
+                                <svg width="14" height="14" viewBox="0 0 48 48">
+                                    <rect x="2" y="2" width="44" height="44" rx="12" ry="12" fill="#1d4ed8" stroke="#fff" stroke-width="3"/>
+                                    <text x="24" y="30" text-anchor="middle" fill="#fff" font-size="17" font-family="Arial,sans-serif" font-weight="bold">T</text>
+                                </svg>
+                                <small class="text-muted">
+                                    <t t-esc="state.techCount"/> technician(s) online
+                                </small>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- Collapsed sidebar toggle -->
+                    <button t-if="!state.sidebarOpen"
+                            class="fc_sidebar_toggle_btn" t-on-click="toggleSidebar"
+                            title="Open sidebar">
+                        <i class="fa fa-chevron-right"/>
+                    </button>
+
+                    <!-- ========== MAP AREA ========== -->
+                    <div class="fc_map_area">
+                        <!-- Legend bar -->
+                        <div class="fc_map_legend_bar d-flex align-items-center gap-3 px-3 py-2 border-bottom bg-view flex-wrap">
+                            <button class="btn btn-sm d-flex align-items-center gap-1"
+                                    t-att-class="state.showTasks ? 'btn-primary' : 'btn-outline-secondary'"
+                                    t-on-click="toggleTasks">
+                                <i class="fa fa-map-marker"/>Tasks <t t-esc="state.taskCount"/>
+                            </button>
+                            <button class="btn btn-sm d-flex align-items-center gap-1"
+                                    t-att-class="state.showTechnicians ? 'btn-primary' : 'btn-outline-secondary'"
+                                    t-on-click="toggleTechnicians">
+                                <i class="fa fa-user"/>Techs <t t-esc="state.techCount"/>
+                            </button>
+                            <span class="border-start mx-1" style="height:20px;"/>
+                            <span class="text-muted fw-bold" style="font-size:11px;">Pins:</span>
+                            <span style="font-size:11px;"><i class="fa fa-map-marker me-1" style="color:#f59e0b;"/>Pending</span>
+                            <span style="font-size:11px;"><i class="fa fa-map-marker me-1" style="color:#ef4444;"/>Today</span>
+                            <span style="font-size:11px;"><i class="fa fa-map-marker me-1" style="color:#3b82f6;"/>Tomorrow</span>
+                            <span style="font-size:11px;"><i class="fa fa-map-marker me-1" style="color:#10b981;"/>This Week</span>
+                            <span style="font-size:11px;"><i class="fa fa-map-marker me-1" style="color:#a855f7;"/>Upcoming</span>
+                            <span style="font-size:11px;"><i class="fa fa-map-marker me-1" style="color:#9ca3af;"/>Yesterday</span>
+                            <span class="flex-grow-1"/>
+                            <button class="btn btn-sm d-flex align-items-center gap-1"
+                                    t-att-class="state.showRoute ? 'btn-info' : 'btn-outline-secondary'"
+                                    t-on-click="toggleRoute" title="Toggle route animation">
+                                <i class="fa fa-road"/>Route
+                            </button>
+                            <button class="btn btn-sm d-flex align-items-center gap-1"
+                                    t-att-class="state.showTraffic ? 'btn-warning' : 'btn-outline-secondary'"
+                                    t-on-click="toggleTraffic" title="Toggle traffic layer">
+                                <i class="fa fa-car"/>Traffic
+                            </button>
+                            <button class="btn btn-outline-secondary btn-sm" t-on-click="onRefresh" title="Refresh">
+                                <i class="fa fa-refresh" t-att-class="{'fa-spin': state.loading}"/>
+                            </button>
+                        </div>
+
+                        <!-- Map container -->
+                        <div class="fc_map_container">
+                            <div t-ref="mapContainer" style="position:absolute;top:0;left:0;right:0;bottom:0;"/>
+
+                            <!-- Loading -->
+                            <div t-if="state.loading"
+                                 class="position-absolute top-0 start-0 w-100 h-100 d-flex justify-content-center align-items-center"
+                                 style="z-index:10;background:rgba(255,255,255,.92);">
+                                <div class="text-center">
+                                    <i class="fa fa-spinner fa-spin fa-3x text-primary mb-3 d-block"/>
+                                    <span class="text-muted">Loading Google Maps...</span>
+                                </div>
+                            </div>
+
+                            <!-- Error -->
+                            <div t-if="state.error"
+                                 class="position-absolute top-0 start-0 w-100 h-100 d-flex justify-content-center align-items-center"
+                                 style="z-index:10;background:rgba(255,255,255,.92);">
+                                <div class="alert alert-danger m-4" role="alert">
+                                    <i class="fa fa-exclamation-triangle me-2"/><t t-esc="state.error"/>
+                                </div>
+                            </div>
+
+                            <!-- Empty -->
+                            <div t-if="!state.loading and !state.error and state.taskCount === 0 and state.techCount === 0"
+                                 class="position-absolute top-50 start-50 translate-middle text-center" style="z-index:5;">
+                                <div class="bg-white rounded-3 shadow p-4">
+                                    <i class="fa fa-map-marker fa-3x text-muted mb-3 d-block"/>
+                                    <h5>No locations to show</h5>
+                                    <p class="text-muted mb-0">Try adjusting the filters or date range.</p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </Layout>
+        </div>
+    </t>
+
+    <t t-name="fusion_tasks.FusionTaskMapView.Buttons"/>
+
+</templates>

Entech Plating/fusion_tasks/views/res_config_settings_views.xml

@@ -0,0 +1,156 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- Add Fusion Tasks Settings as a new app block -->
+    <record id="res_config_settings_view_form_fusion_tasks" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.fusion.tasks</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 Tasks" string="Fusion Tasks" name="fusion_tasks"
+                     groups="fusion_tasks.group_field_technician">
+
+                    <h2>Technician Management</h2>
+
+                    <div class="row mt-4 o_settings_container">
+                        <!-- Google Maps API Key -->
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Google Maps API</span>
+                                <div class="text-muted">
+                                    API key for Google Maps Places autocomplete in address fields and Distance Matrix travel calculations.
+                                </div>
+                                <div class="mt-2">
+                                    <field name="fc_google_maps_api_key" placeholder="Enter your Google Maps API Key" password="True"/>
+                                </div>
+                                <div class="alert alert-info mt-2" role="alert">
+                                    <i class="fa fa-info-circle"/> Enable the "Places API" and "Distance Matrix API" in your Google Cloud Console.
+                                </div>
+                            </div>
+                        </div>
+                        <!-- Google Business Review URL -->
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Google Business Review URL</span>
+                                <div class="text-muted">
+                                    Link to your Google Business Profile review page.
+                                    Sent to clients after service completion (when "Request Google Review" is enabled on the task).
+                                </div>
+                                <div class="mt-2">
+                                    <field name="fc_google_review_url" placeholder="https://g.page/r/your-business/review"/>
+                                </div>
+                            </div>
+                        </div>
+                        <!-- Store Hours -->
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Store / Scheduling Hours</span>
+                                <div class="text-muted">
+                                    Operating hours for technician task scheduling. Tasks can only be booked
+                                    within these hours. Calendar view is also restricted to this range.
+                                </div>
+                                <div class="mt-2 d-flex align-items-center gap-2">
+                                    <field name="fc_store_open_hour" widget="float_time" style="max-width: 100px;"/>
+                                    <span>to</span>
+                                    <field name="fc_store_close_hour" widget="float_time" style="max-width: 100px;"/>
+                                </div>
+                            </div>
+                        </div>
+                        <!-- Distance Matrix Toggle -->
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="fc_google_distance_matrix_enabled"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="fc_google_distance_matrix_enabled"/>
+                                <div class="text-muted">
+                                    Calculate travel time between technician tasks using Google Distance Matrix API.
+                                    Requires Google Maps API key above with Distance Matrix API enabled.
+                                </div>
+                            </div>
+                        </div>
+                        <!-- Start Address (Company Default / Fallback) -->
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Default HQ / Fallback Address</span>
+                                <div class="text-muted">
+                                    Company default start location used when a technician has no personal
+                                    start address set. Each technician can set their own start location
+                                    in their user profile or from the portal.
+                                </div>
+                                <div class="mt-2">
+                                    <field name="fc_technician_start_address" placeholder="e.g. 123 Main St, Brampton, ON"/>
+                                </div>
+                            </div>
+                        </div>
+                        <!-- Location History Retention -->
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Location History Retention</span>
+                                <div class="text-muted">
+                                    How many days to keep technician GPS location history before automatic cleanup.
+                                </div>
+                                <div class="mt-2 d-flex align-items-center gap-2">
+                                    <field name="fc_location_retention_days" placeholder="30" style="max-width: 80px;"/>
+                                    <span class="text-muted">days</span>
+                                </div>
+                                <div class="text-muted small mt-1">
+                                    Leave empty = 30 days. Enter 0 = delete at end of each day. 1+ = keep that many days.
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <h2>Push Notifications</h2>
+
+                    <div class="row mt-4 o_settings_container">
+                        <!-- Push Enable -->
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="fc_push_enabled"/>
+                            </div>
+                            <div class="o_setting_right_pane">
+                                <label for="fc_push_enabled"/>
+                                <div class="text-muted">
+                                    Send web push notifications to technicians about upcoming tasks.
+                                    Requires VAPID keys (auto-generated on first save if empty).
+                                </div>
+                            </div>
+                        </div>
+                        <!-- Advance Minutes -->
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Notification Advance Time</span>
+                                <div class="text-muted">
+                                    Send push notification this many minutes before a scheduled task.
+                                </div>
+                                <div class="mt-2">
+                                    <field name="fc_push_advance_minutes"/> minutes
+                                </div>
+                            </div>
+                        </div>
+                        <!-- VAPID Public Key -->
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">VAPID Public Key</span>
+                                <div class="mt-2">
+                                    <field name="fc_vapid_public_key" placeholder="Auto-generated"/>
+                                </div>
+                            </div>
+                        </div>
+                        <!-- VAPID Private Key -->
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">VAPID Private Key</span>
+                                <div class="mt-2">
+                                    <field name="fc_vapid_private_key" password="True" placeholder="Auto-generated"/>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                </app>
+            </xpath>
+        </field>
+    </record>
+</odoo>

Entech Plating/fusion_tasks/views/task_sync_views.xml

@@ -0,0 +1,80 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ================================================================== -->
+    <!-- SYNC CONFIG - FORM VIEW                                            -->
+    <!-- ================================================================== -->
+    <record id="view_task_sync_config_form" model="ir.ui.view">
+        <field name="name">fusion.task.sync.config.form</field>
+        <field name="model">fusion.task.sync.config</field>
+        <field name="arch" type="xml">
+            <form string="Task Sync Configuration">
+                <header>
+                    <button name="action_test_connection" type="object"
+                            string="Test Connection" class="btn-secondary" icon="fa-plug"/>
+                    <button name="action_sync_now" type="object"
+                            string="Sync Now" class="btn-success" icon="fa-sync"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field name="name" placeholder="e.g. Westin Healthcare"/></h1>
+                    </div>
+                    <group>
+                        <group string="Connection">
+                            <field name="instance_id" placeholder="e.g. westin"/>
+                            <field name="url" placeholder="http://192.168.1.40:8069"/>
+                            <field name="database" placeholder="e.g. westin-v19"/>
+                            <field name="username" placeholder="e.g. admin"/>
+                            <field name="api_key" password="True"/>
+                            <field name="active"/>
+                        </group>
+                        <group string="Status">
+                            <field name="last_sync"/>
+                            <field name="last_sync_error" readonly="1"/>
+                        </group>
+                    </group>
+                    <div class="alert alert-info mt-3">
+                        <i class="fa fa-info-circle"/>
+                        Technicians are matched across instances by their
+                        <strong>Tech Sync ID</strong> field (Settings &gt; Users).
+                        Set the same ID (e.g. "gordy") on both instances for each shared technician.
+                    </div>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- SYNC CONFIG - LIST VIEW                                            -->
+    <!-- ================================================================== -->
+    <record id="view_task_sync_config_list" model="ir.ui.view">
+        <field name="name">fusion.task.sync.config.list</field>
+        <field name="model">fusion.task.sync.config</field>
+        <field name="arch" type="xml">
+            <list>
+                <field name="name"/>
+                <field name="instance_id"/>
+                <field name="url"/>
+                <field name="database"/>
+                <field name="active"/>
+                <field name="last_sync"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- SYNC CONFIG - ACTION + MENU                                        -->
+    <!-- ================================================================== -->
+    <record id="action_task_sync_config" model="ir.actions.act_window">
+        <field name="name">Task Sync Instances</field>
+        <field name="res_model">fusion.task.sync.config</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+    <menuitem id="menu_task_sync_config"
+              name="Task Sync"
+              parent="menu_technician_config"
+              action="action_task_sync_config"
+              sequence="10"/>
+
+</odoo>

Entech Plating/fusion_tasks/views/technician_location_views.xml

@@ -0,0 +1,102 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ================================================================== -->
+    <!-- LIST VIEW                                                           -->
+    <!-- ================================================================== -->
+    <record id="view_technician_location_list" model="ir.ui.view">
+        <field name="name">fusion.technician.location.list</field>
+        <field name="model">fusion.technician.location</field>
+        <field name="arch" type="xml">
+            <list string="Technician Locations" create="0" edit="0"
+                  default_order="logged_at desc">
+                <field name="user_id" widget="many2one_avatar_user"/>
+                <field name="logged_at" string="Time"/>
+                <field name="latitude" optional="hide"/>
+                <field name="longitude" optional="hide"/>
+                <field name="accuracy" string="Accuracy (m)" optional="hide"/>
+                <field name="source"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- FORM VIEW (read-only)                                               -->
+    <!-- ================================================================== -->
+    <record id="view_technician_location_form" model="ir.ui.view">
+        <field name="name">fusion.technician.location.form</field>
+        <field name="model">fusion.technician.location</field>
+        <field name="arch" type="xml">
+            <form string="Location Log" create="0" edit="0">
+                <sheet>
+                    <group>
+                        <group>
+                            <field name="user_id"/>
+                            <field name="logged_at"/>
+                            <field name="source"/>
+                        </group>
+                        <group>
+                            <field name="latitude"/>
+                            <field name="longitude"/>
+                            <field name="accuracy"/>
+                        </group>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- SEARCH VIEW                                                         -->
+    <!-- ================================================================== -->
+    <record id="view_technician_location_search" model="ir.ui.view">
+        <field name="name">fusion.technician.location.search</field>
+        <field name="model">fusion.technician.location</field>
+        <field name="arch" type="xml">
+            <search string="Search Location Logs">
+                <field name="user_id" string="Technician"/>
+                <separator/>
+                <filter string="Today" name="filter_today"
+                        domain="[('logged_at', '>=', context_today().strftime('%Y-%m-%d'))]"/>
+                <filter string="Last 7 Days" name="filter_7d"
+                        domain="[('logged_at', '>=', (context_today() - datetime.timedelta(days=7)).strftime('%Y-%m-%d'))]"/>
+                <filter string="Last 30 Days" name="filter_30d"
+                        domain="[('logged_at', '>=', (context_today() - datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]"/>
+                <separator/>
+                <filter string="Technician" name="group_user" context="{'group_by': 'user_id'}"/>
+                <filter string="Date" name="group_date" context="{'group_by': 'logged_at:day'}"/>
+                <filter string="Source" name="group_source" context="{'group_by': 'source'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- ACTION                                                              -->
+    <!-- ================================================================== -->
+    <record id="action_technician_locations" model="ir.actions.act_window">
+        <field name="name">Location History</field>
+        <field name="res_model">fusion.technician.location</field>
+        <field name="view_mode">list,form</field>
+        <field name="search_view_id" ref="view_technician_location_search"/>
+        <field name="context">{
+            'search_default_filter_today': 1,
+            'search_default_group_user': 1,
+        }</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No location data logged yet.
+            </p>
+            <p>Technician locations are automatically logged when they use the portal.</p>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- MENU ITEMS (under Configuration)                                    -->
+    <!-- ================================================================== -->
+    <menuitem id="menu_technician_locations"
+              name="Location History"
+              parent="menu_technician_config"
+              action="action_technician_locations"
+              sequence="20"/>
+
+</odoo>

Entech Plating/fusion_tasks/views/technician_task_views.xml

@@ -0,0 +1,507 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ================================================================== -->
+    <!-- SEQUENCE                                                            -->
+    <!-- ================================================================== -->
+    <record id="seq_technician_task" model="ir.sequence">
+        <field name="name">Technician Task</field>
+        <field name="code">fusion.technician.task</field>
+        <field name="prefix">TASK-</field>
+        <field name="padding">5</field>
+        <field name="number_increment">1</field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- RES.USERS FORM EXTENSION - Field Staff toggle                       -->
+    <!-- ================================================================== -->
+    <record id="view_users_form_field_staff" model="ir.ui.view">
+        <field name="name">res.users.form.field.staff</field>
+        <field name="model">res.users</field>
+        <field name="inherit_id" ref="base.view_users_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='login']" position="after">
+                <field name="x_fc_is_field_staff"/>
+                <field name="x_fc_start_address"
+                       invisible="not x_fc_is_field_staff"
+                       placeholder="e.g. 123 Main St, Brampton, ON"/>
+                <field name="x_fc_tech_sync_id"
+                       invisible="not x_fc_is_field_staff"
+                       placeholder="e.g. gordy, manpreet"/>
+            </xpath>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- SEARCH VIEW                                                         -->
+    <!-- ================================================================== -->
+    <record id="view_technician_task_search" model="ir.ui.view">
+        <field name="name">fusion.technician.task.search</field>
+        <field name="model">fusion.technician.task</field>
+        <field name="arch" type="xml">
+            <search string="Search Tasks">
+                <field name="technician_id" string="Technician"/>
+                <field name="partner_id" string="Client"/>
+                <field name="name" string="Task"/>
+                <separator/>
+                <!-- Quick Filters -->
+                <filter string="Today" name="filter_today"
+                        domain="[('scheduled_date', '=', context_today().strftime('%Y-%m-%d'))]"/>
+                <filter string="Tomorrow" name="filter_tomorrow"
+                        domain="[('scheduled_date', '=', (context_today() + datetime.timedelta(days=1)).strftime('%Y-%m-%d'))]"/>
+                <filter string="This Week" name="filter_this_week"
+                        domain="[('scheduled_date', '>=', (context_today() - datetime.timedelta(days=context_today().weekday())).strftime('%Y-%m-%d')),
+                                 ('scheduled_date', '&lt;=', (context_today() + datetime.timedelta(days=6-context_today().weekday())).strftime('%Y-%m-%d'))]"/>
+                <separator/>
+                <filter string="Pending" name="filter_pending" domain="[('status', '=', 'pending')]"/>
+                <filter string="Scheduled" name="filter_scheduled" domain="[('status', '=', 'scheduled')]"/>
+                <filter string="En Route" name="filter_en_route" domain="[('status', '=', 'en_route')]"/>
+                <filter string="In Progress" name="filter_in_progress" domain="[('status', '=', 'in_progress')]"/>
+                <filter string="Completed" name="filter_completed" domain="[('status', '=', 'completed')]"/>
+                <filter string="Active" name="filter_active" domain="[('status', 'not in', ['cancelled', 'completed'])]"/>
+                <separator/>
+                <filter string="My Tasks" name="filter_my_tasks"
+                        domain="['|', ('technician_id', '=', uid), ('additional_technician_ids', 'in', [uid])]"/>
+                <filter string="Deliveries" name="filter_deliveries" domain="[('task_type', '=', 'delivery')]"/>
+                <filter string="Repairs" name="filter_repairs" domain="[('task_type', '=', 'repair')]"/>
+                <filter string="POD Required" name="filter_pod" domain="[('pod_required', '=', True)]"/>
+                <separator/>
+                <filter string="Local Tasks" name="filter_local"
+                        domain="[('x_fc_sync_source', '=', False)]"/>
+                <filter string="Synced Tasks" name="filter_synced"
+                        domain="[('x_fc_sync_source', '!=', False)]"/>
+                <separator/>
+                <!-- Group By -->
+                <filter string="Technician" name="group_technician" context="{'group_by': 'technician_id'}"/>
+                <filter string="Date" name="group_date" context="{'group_by': 'scheduled_date'}"/>
+                <filter string="Status" name="group_status" context="{'group_by': 'status'}"/>
+                <filter string="Task Type" name="group_type" context="{'group_by': 'task_type'}"/>
+                <filter string="Client" name="group_client" context="{'group_by': 'partner_id'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- FORM VIEW                                                           -->
+    <!-- ================================================================== -->
+    <record id="view_technician_task_form" model="ir.ui.view">
+        <field name="name">fusion.technician.task.form</field>
+        <field name="model">fusion.technician.task</field>
+        <field name="arch" type="xml">
+            <form string="Technician Task">
+                <field name="x_fc_is_shadow" invisible="1"/>
+                <field name="x_fc_sync_source" invisible="1"/>
+                <header>
+                    <button name="action_start_en_route" type="object" string="En Route"
+                            class="btn-primary" invisible="status != 'scheduled' or x_fc_is_shadow"/>
+                    <button name="action_start_task" type="object" string="Start Task"
+                            class="btn-primary" invisible="status not in ('scheduled', 'en_route') or x_fc_is_shadow"/>
+                    <button name="action_complete_task" type="object" string="Complete"
+                            class="btn-success" invisible="status not in ('in_progress', 'en_route') or x_fc_is_shadow"/>
+                    <button name="action_reschedule" type="object" string="Reschedule"
+                            class="btn-warning" invisible="status not in ('scheduled', 'en_route') or x_fc_is_shadow"/>
+                    <button name="action_cancel_task" type="object" string="Cancel"
+                            class="btn-danger" invisible="status in ('completed', 'cancelled') or x_fc_is_shadow"
+                            confirm="Are you sure you want to cancel this task?"/>
+                    <button name="action_reset_to_scheduled" type="object" string="Reset to Scheduled"
+                            invisible="status not in ('cancelled', 'rescheduled') or x_fc_is_shadow"/>
+                    <button string="Calculate Travel"
+                            class="btn-secondary o_fc_calculate_travel" icon="fa-car"
+                            invisible="x_fc_is_shadow"/>
+                    <field name="status" widget="statusbar"
+                           statusbar_visible="pending,scheduled,en_route,in_progress,completed"/>
+                </header>
+                <sheet>
+                    <!-- Shadow task banner -->
+                    <div class="alert alert-info text-center" role="alert"
+                         invisible="not x_fc_is_shadow">
+                        <strong><i class="fa fa-link"/> This task is synced from
+                        <field name="x_fc_sync_source" readonly="1" nolabel="1" class="d-inline"/>
+                        — view only.</strong>
+                    </div>
+                    <div class="oe_button_box" name="button_box">
+                    </div>
+                    <widget name="web_ribbon" title="Completed" bg_color="text-bg-success"
+                            invisible="status != 'completed'"/>
+                    <widget name="web_ribbon" title="Cancelled" bg_color="text-bg-danger"
+                            invisible="status != 'cancelled'"/>
+                    <widget name="web_ribbon" title="Synced" bg_color="text-bg-info"
+                            invisible="not x_fc_is_shadow or status in ('completed', 'cancelled')"/>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" readonly="1"/>
+                        </h1>
+                    </div>
+
+                    <!-- Schedule Info Banner -->
+                    <field name="schedule_info_html" nolabel="1" colspan="2"
+                           invisible="not technician_id or not scheduled_date"/>
+
+                    <!-- Previous Task / Travel Warning Banner -->
+                    <field name="prev_task_summary_html" nolabel="1" colspan="2"
+                           invisible="not technician_id or not scheduled_date"/>
+
+                    <!-- Hidden fields for calendar sync and legacy -->
+                    <field name="datetime_start" invisible="1"/>
+                    <field name="datetime_end" invisible="1"/>
+                    <field name="time_start_12h" invisible="1"/>
+                    <field name="time_end_12h" invisible="1"/>
+
+                    <group>
+                        <group string="Assignment">
+                            <field name="technician_id"
+                                   domain="[('x_fc_is_field_staff', '=', True)]"/>
+                            <field name="additional_technician_ids"
+                                   widget="many2many_tags_avatar"
+                                   domain="[('x_fc_is_field_staff', '=', True), ('id', '!=', technician_id)]"
+                                   options="{'color_field': 'color'}"/>
+                            <field name="task_type"/>
+                            <field name="priority" widget="priority"/>
+                        </group>
+                        <group string="Schedule">
+                            <field name="scheduled_date"/>
+                            <field name="time_start" widget="float_time"
+                                   string="Start Time"/>
+                            <field name="duration_hours" widget="float_time"
+                                   string="Duration"/>
+                            <field name="time_end" widget="float_time"
+                                   string="End Time" readonly="1"
+                                   force_save="1"/>
+                        </group>
+                    </group>
+
+                    <group>
+                        <group string="Client">
+                            <field name="partner_id"/>
+                            <field name="partner_phone" widget="phone"/>
+                        </group>
+                        <group string="Location">
+                            <field name="is_in_store"/>
+                            <field name="address_partner_id" invisible="is_in_store"/>
+                            <field name="address_street" readonly="is_in_store"/>
+                            <field name="address_street2" string="Unit/Suite #" invisible="is_in_store"/>
+                            <field name="address_buzz_code" invisible="is_in_store"/>
+                            <field name="address_city" invisible="1"/>
+                            <field name="address_state_id" invisible="1"/>
+                            <field name="address_zip" invisible="1"/>
+                            <field name="address_lat" invisible="1"/>
+                            <field name="address_lng" invisible="1"/>
+                        </group>
+                    </group>
+
+                    <group>
+                        <group string="Travel (Auto-Calculated)">
+                            <field name="travel_time_minutes" readonly="1"/>
+                            <field name="travel_distance_km" readonly="1"/>
+                            <field name="travel_origin" readonly="1"/>
+                            <field name="previous_task_id" readonly="1"/>
+                        </group>
+                        <group string="Options">
+                            <field name="pod_required"/>
+                            <field name="x_fc_send_client_updates"/>
+                            <field name="x_fc_ask_google_review"/>
+                            <field name="active" invisible="1"/>
+                        </group>
+                    </group>
+
+                    <notebook>
+                        <page string="Description" name="description">
+                            <group>
+                                <field name="description" placeholder="What needs to be done..."/>
+                            </group>
+                            <group>
+                                <field name="equipment_needed" placeholder="Tools, parts, materials..."/>
+                            </group>
+                        </page>
+                        <page string="Completion" name="completion">
+                            <group>
+                                <field name="completion_datetime"/>
+                                <field name="completion_notes"/>
+                            </group>
+                            <group>
+                                <field name="voice_note_transcription"/>
+                            </group>
+                        </page>
+                    </notebook>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- LIST VIEW                                                           -->
+    <!-- ================================================================== -->
+    <record id="view_technician_task_list" model="ir.ui.view">
+        <field name="name">fusion.technician.task.list</field>
+        <field name="model">fusion.technician.task</field>
+        <field name="arch" type="xml">
+            <list string="Technician Tasks" decoration-success="status == 'completed'"
+                  decoration-warning="status == 'in_progress'"
+                  decoration-info="status == 'en_route'"
+                  decoration-danger="status == 'cancelled'"
+                  decoration-muted="status == 'rescheduled'"
+                  default_order="scheduled_date, sequence, time_start">
+                <field name="name"/>
+                <field name="technician_id" widget="many2one_avatar_user"/>
+                <field name="additional_technician_ids" widget="many2many_tags_avatar"
+                       optional="show" string="+ Techs"/>
+                <field name="task_type" decoration-bf="1"/>
+                <field name="scheduled_date"/>
+                <field name="time_start_display" string="Start"/>
+                <field name="time_end_display" string="End"/>
+                <field name="partner_id"/>
+                <field name="address_city"/>
+                <field name="travel_time_minutes" string="Travel (min)" optional="show"/>
+                <field name="status" widget="badge"
+                       decoration-success="status == 'completed'"
+                       decoration-warning="status == 'in_progress'"
+                       decoration-info="status in ('scheduled', 'en_route')"
+                       decoration-danger="status == 'cancelled'"/>
+                <field name="priority" widget="priority" optional="hide"/>
+                <field name="pod_required" optional="hide"/>
+                <field name="x_fc_source_label" string="Source" optional="show"
+                       widget="badge" decoration-info="x_fc_is_shadow"
+                       decoration-success="not x_fc_is_shadow"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- KANBAN VIEW                                                         -->
+    <!-- ================================================================== -->
+    <record id="view_technician_task_kanban" model="ir.ui.view">
+        <field name="name">fusion.technician.task.kanban</field>
+        <field name="model">fusion.technician.task</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="status" class="o_kanban_small_column"
+                    records_draggable="1" group_create="0">
+                <field name="color"/>
+                <field name="priority"/>
+                <field name="technician_id"/>
+                <field name="additional_technician_ids"/>
+                <field name="additional_tech_count"/>
+                <field name="partner_id"/>
+                <field name="task_type"/>
+                <field name="scheduled_date"/>
+                <field name="time_start_display"/>
+                <field name="address_city"/>
+                <field name="travel_time_minutes"/>
+                <field name="status"/>
+                <field name="x_fc_is_shadow"/>
+                <field name="x_fc_sync_client_name"/>
+                <templates>
+                    <t t-name="card">
+                        <div t-attf-class="oe_kanban_color_#{record.color.raw_value} oe_kanban_card oe_kanban_global_click">
+                            <div class="oe_kanban_content">
+                                <div class="o_kanban_record_top mb-1">
+                                    <div class="o_kanban_record_headings">
+                                        <strong class="o_kanban_record_title">
+                                            <field name="name"/>
+                                        </strong>
+                                    </div>
+                                    <field name="priority" widget="priority"/>
+                                </div>
+                                <div class="mb-1">
+                                    <span class="badge bg-primary me-1"><field name="task_type"/></span>
+                                    <span class="text-muted"><field name="scheduled_date"/> - <field name="time_start_display"/></span>
+                                </div>
+                                <div class="mb-1">
+                                    <i class="fa fa-user me-1"/>
+                                    <t t-if="record.x_fc_is_shadow.raw_value">
+                                        <span t-out="record.x_fc_sync_client_name.value"/>
+                                    </t>
+                                    <t t-else="">
+                                        <field name="partner_id"/>
+                                    </t>
+                                </div>
+                                <div class="text-muted small" t-if="record.address_city.raw_value">
+                                    <i class="fa fa-map-marker me-1"/><field name="address_city"/>
+                                    <t t-if="record.travel_time_minutes.raw_value">
+                                        <span class="ms-2"><i class="fa fa-car me-1"/><field name="travel_time_minutes"/> min</span>
+                                    </t>
+                                </div>
+                                <div t-if="record.additional_tech_count.raw_value > 0" class="text-muted small mb-1">
+                                    <i class="fa fa-users me-1"/>
+                                    <span>+<field name="additional_tech_count"/> technician(s)</span>
+                                </div>
+                                <div class="o_kanban_record_bottom mt-2">
+                                    <div class="oe_kanban_bottom_left">
+                                        <field name="activity_ids" widget="kanban_activity"/>
+                                    </div>
+                                    <div class="oe_kanban_bottom_right">
+                                        <field name="technician_id" widget="many2one_avatar_user"/>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- CALENDAR VIEW                                                       -->
+    <!-- ================================================================== -->
+    <record id="view_technician_task_calendar" model="ir.ui.view">
+        <field name="name">fusion.technician.task.calendar</field>
+        <field name="model">fusion.technician.task</field>
+        <field name="arch" type="xml">
+            <calendar string="Technician Schedule"
+                      date_start="datetime_start" date_stop="datetime_end"
+                      color="technician_id" mode="week" event_open_popup="1"
+                      quick_create="0">
+                <!-- Displayed on the calendar card -->
+                <field name="partner_id"/>
+                <field name="x_fc_sync_client_name"/>
+                <field name="task_type"/>
+                <field name="time_start_display" string="Start"/>
+                <field name="time_end_display" string="End"/>
+                <!-- Popover (hover/click) details -->
+                <field name="name"/>
+                <field name="technician_id" avatar_field="image_128"/>
+                <field name="address_display" string="Address"/>
+                <field name="travel_time_minutes" string="Travel (min)"/>
+                <field name="status"/>
+                <field name="duration_hours" widget="float_time" string="Duration"/>
+            </calendar>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- MAP VIEW (Enterprise web_map)                                       -->
+    <!-- ================================================================== -->
+    <record id="view_technician_task_map" model="ir.ui.view">
+        <field name="name">fusion.technician.task.map</field>
+        <field name="model">fusion.technician.task</field>
+        <field name="arch" type="xml">
+            <map res_partner="address_partner_id" default_order="time_start"
+                 routing="1" js_class="fusion_task_map">
+                <field name="partner_id" string="Client"/>
+                <field name="task_type" string="Type"/>
+                <field name="technician_id" string="Technician"/>
+                <field name="time_start_display" string="Start"/>
+                <field name="time_end_display" string="End"/>
+                <field name="status" string="Status"/>
+                <field name="travel_time_minutes" string="Travel (min)"/>
+            </map>
+        </field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- ACTIONS                                                             -->
+    <!-- ================================================================== -->
+
+    <!-- Main Tasks Action (List/Kanban) -->
+    <record id="action_technician_tasks" model="ir.actions.act_window">
+        <field name="name">Technician Tasks</field>
+        <field name="res_model">fusion.technician.task</field>
+        <field name="view_mode">list,kanban,form,calendar,map</field>
+        <field name="search_view_id" ref="view_technician_task_search"/>
+        <field name="context">{'search_default_filter_active': 1}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Create your first technician task
+            </p>
+            <p>Schedule deliveries, repairs, and other field tasks for your technicians.</p>
+        </field>
+    </record>
+
+    <!-- Schedule Action (Map default) -->
+    <record id="action_technician_schedule" model="ir.actions.act_window">
+        <field name="name">Schedule</field>
+        <field name="res_model">fusion.technician.task</field>
+        <field name="view_mode">map,calendar,list,kanban,form</field>
+        <field name="search_view_id" ref="view_technician_task_search"/>
+        <field name="context">{'search_default_filter_active': 1}</field>
+    </record>
+
+    <!-- Map View Action (for app landing page) -->
+    <record id="action_technician_map_view" model="ir.actions.act_window">
+        <field name="name">Task Map</field>
+        <field name="res_model">fusion.technician.task</field>
+        <field name="view_mode">map,list,kanban,form,calendar</field>
+        <field name="search_view_id" ref="view_technician_task_search"/>
+        <field name="context">{'search_default_filter_active': 1}</field>
+    </record>
+
+    <!-- Today's Tasks Action -->
+    <record id="action_technician_tasks_today" model="ir.actions.act_window">
+        <field name="name">Today's Tasks</field>
+        <field name="res_model">fusion.technician.task</field>
+        <field name="view_mode">kanban,list,form,map</field>
+        <field name="search_view_id" ref="view_technician_task_search"/>
+        <field name="context">{'search_default_filter_today': 1, 'search_default_filter_active': 1}</field>
+    </record>
+
+    <!-- My Tasks Action -->
+    <record id="action_technician_my_tasks" model="ir.actions.act_window">
+        <field name="name">My Tasks</field>
+        <field name="res_model">fusion.technician.task</field>
+        <field name="view_mode">list,kanban,form,calendar,map</field>
+        <field name="search_view_id" ref="view_technician_task_search"/>
+        <field name="context">{'search_default_filter_my_tasks': 1, 'search_default_filter_active': 1}</field>
+    </record>
+
+    <!-- Pending Tasks Action -->
+    <record id="action_technician_tasks_pending" model="ir.actions.act_window">
+        <field name="name">Pending Tasks</field>
+        <field name="res_model">fusion.technician.task</field>
+        <field name="view_mode">list,kanban,form</field>
+        <field name="search_view_id" ref="view_technician_task_search"/>
+        <field name="context">{'search_default_filter_pending': 1}</field>
+    </record>
+
+    <!-- Calendar Action -->
+    <record id="action_technician_calendar" model="ir.actions.act_window">
+        <field name="name">Task Calendar</field>
+        <field name="res_model">fusion.technician.task</field>
+        <field name="view_mode">calendar,list,kanban,form,map</field>
+        <field name="search_view_id" ref="view_technician_task_search"/>
+        <field name="context">{'search_default_filter_active': 1}</field>
+    </record>
+
+    <!-- ================================================================== -->
+    <!-- MENU ITEMS - Standalone Field Service App                           -->
+    <!-- ================================================================== -->
+
+    <!-- Root app menu -->
+    <menuitem id="menu_field_service_root"
+              name="Field Service"
+              web_icon="fusion_tasks,static/description/icon.png"
+              groups="fusion_tasks.group_field_technician"
+              sequence="45"/>
+
+    <!-- Map View - first item = default landing view -->
+    <menuitem id="menu_technician_map"
+              name="Map View"
+              parent="menu_field_service_root"
+              action="action_technician_map_view"
+              sequence="5"
+              groups="fusion_tasks.group_field_technician"/>
+
+    <!-- Tasks -->
+    <menuitem id="menu_technician_tasks"
+              name="Tasks"
+              parent="menu_field_service_root"
+              action="action_technician_tasks"
+              sequence="10"
+              groups="fusion_tasks.group_field_technician"/>
+
+    <!-- Calendar -->
+    <menuitem id="menu_technician_calendar"
+              name="Calendar"
+              parent="menu_field_service_root"
+              action="action_technician_calendar"
+              sequence="30"
+              groups="fusion_tasks.group_field_technician"/>
+
+    <!-- Task Sync (submenu) -->
+    <menuitem id="menu_technician_config"
+              name="Configuration"
+              parent="menu_field_service_root"
+              sequence="90"
+              groups="fusion_tasks.group_field_technician"/>
+
+</odoo>

batch3_models.sql

@@ -0,0 +1,129 @@
+-- ============================================================
+-- BATCH 3: Reconciliation Models for Westin Healthcare
+-- Database: westin-v19 | Date: 2026-04-03
+-- ============================================================
+-- Tax IDs: 20 = HST PURCHASE (13%), 32 = NO TAX PURCHASE (0%)
+-- ============================================================
+
+BEGIN;
+
+-- Helper function to create writeoff models in one shot
+CREATE OR REPLACE FUNCTION _tmp_create_writeoff(
+  p_name text, p_seq int, p_match text,
+  p_account_id int, p_tax_id int, p_label text
+) RETURNS void AS $$
+DECLARE
+  v_model_id int;
+  v_line_id int;
+BEGIN
+  INSERT INTO account_reconcile_model (name, sequence, company_id, trigger, match_label, match_label_param, active, can_be_proposed, create_uid, write_uid, create_date, write_date)
+  VALUES (jsonb_build_object('en_US', p_name), p_seq, 1, 'auto_reconcile', 'contains', p_match, true, false, 2, 2, NOW(), NOW())
+  RETURNING id INTO v_model_id;
+
+  INSERT INTO account_reconcile_model_line (model_id, company_id, sequence, account_id, amount_type, amount, amount_string, label, create_uid, write_uid, create_date, write_date)
+  VALUES (v_model_id, 1, 10, p_account_id, 'percentage', 100, '100', jsonb_build_object('en_US', p_label), 2, 2, NOW(), NOW())
+  RETURNING id INTO v_line_id;
+
+  INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+  VALUES (v_line_id, p_tax_id);
+END;
+$$ LANGUAGE plpgsql;
+
+-- Helper function for partner-mapping models
+CREATE OR REPLACE FUNCTION _tmp_create_partner_map(
+  p_name text, p_seq int, p_match text, p_partner_id int
+) RETURNS void AS $$
+BEGIN
+  INSERT INTO account_reconcile_model (name, sequence, company_id, trigger, match_label, match_label_param, mapped_partner_id, active, can_be_proposed, create_uid, write_uid, create_date, write_date)
+  VALUES (jsonb_build_object('en_US', p_name), p_seq, 1, 'auto_reconcile', 'contains', p_match, p_partner_id, true, false, 2, 2, NOW(), NOW());
+END;
+$$ LANGUAGE plpgsql;
+
+-- ============================================================
+-- PART 1: WRITEOFF MODELS (36 models)
+-- ============================================================
+-- Acct 495=Computer/IT, 496=Advertising, 497=Car/Van, 499=Bank Charges
+-- Acct 501=Dues/Subs, 506=Meals, 507=Office, 518=Shipping
+-- Acct 523=Telephone, 526=Utilities, 552=Gas, 557=Security
+
+-- Rideshare / Transportation
+SELECT _tmp_create_writeoff('Uber Rides',               200, 'uber',              497, 20, 'Uber Rideshare');
+SELECT _tmp_create_writeoff('Lyft Rides',               201, 'Lyft',              497, 20, 'Lyft Rideshare');
+SELECT _tmp_create_writeoff('407 ETR Highway Tolls',    202, '407 ETR',           497, 20, '407 ETR Highway Tolls');
+SELECT _tmp_create_writeoff('Klassic Car Wash',         203, 'KLASSIC CAR WASH',  497, 20, 'Klassic Car Wash');
+
+-- Web Hosting / IT (NO TAX - foreign companies)
+SELECT _tmp_create_writeoff('Cloud Clusters Hosting',   210, 'CLOUD CLUSTERS',    495, 32, 'Cloud Clusters Web Hosting');
+SELECT _tmp_create_writeoff('Siteground Web Hosting',   211, 'SITEGROUND',        495, 32, 'Siteground Web Hosting');
+SELECT _tmp_create_writeoff('WP Media / Imagify Plugin',212, 'WP MEDIA',          495, 32, 'WP Media Imagify Image Optimization');
+SELECT _tmp_create_writeoff('Railway.app Cloud Hosting',213, 'RAILWAY',           495, 32, 'Railway.app Cloud Hosting');
+SELECT _tmp_create_writeoff('Fiverr Freelance Services',214, 'FIVERR',            495, 32, 'Fiverr Freelance Services');
+
+-- IT Services (HST - Canadian)
+SELECT _tmp_create_writeoff('Microsoft 365 Subscription',215, 'Microsoft',        495, 20, 'Microsoft 365 Subscription');
+SELECT _tmp_create_writeoff('Webware Website Platform', 216, 'Webware',           495, 20, 'Webware Website Platform');
+SELECT _tmp_create_writeoff('Google Workspace',         217, 'WORKSPACE',         495, 20, 'Google Workspace Subscription');
+
+-- Advertising (NO TAX - foreign companies)
+SELECT _tmp_create_writeoff('Yelp Advertising',         220, 'YELP',              496, 32, 'Yelp Online Advertising');
+SELECT _tmp_create_writeoff('ClickCease Ad Protection', 221, 'CLICKCEASE',        496, 32, 'ClickCease Ad Fraud Protection');
+SELECT _tmp_create_writeoff('Kliken / SiteWit Ads',     222, 'KLIKEN',            496, 32, 'Kliken SiteWit Online Advertising');
+SELECT _tmp_create_writeoff('Constant Contact Email',   223, 'CONSTANT CONTACT',  496, 32, 'Constant Contact Email Marketing');
+
+-- Advertising (HST - Canadian)
+SELECT _tmp_create_writeoff('Yellow Pages Advertising', 224, 'YELLOW PAGES',      496, 20, 'Yellow Pages Directory Advertising');
+SELECT _tmp_create_writeoff('Microsoft Advertising',    225, 'MICROSOFT*ADVERTISING', 496, 20, 'Microsoft Bing Advertising');
+
+-- Telephone / Communications
+SELECT _tmp_create_writeoff('Bell Canada Telecom',      230, 'BELL CANADA',       523, 20, 'Bell Canada Telephone & Internet');
+SELECT _tmp_create_writeoff('eFax Online Fax Service',  231, 'EFAX',              523, 32, 'eFax Online Fax Service');
+SELECT _tmp_create_writeoff('Faxdeck Online Fax',       232, 'FAXDECK',           523, 32, 'Faxdeck Online Fax Service');
+SELECT _tmp_create_writeoff('RingCentral Phone',        233, 'RINGCENTRAL',       523, 32, 'RingCentral Cloud Phone Service');
+
+-- Subscriptions / Dues
+SELECT _tmp_create_writeoff('Scribd Medical Reference', 240, 'SCRIBD',            501, 32, 'Scribd Medical Reference Subscription');
+SELECT _tmp_create_writeoff('Amazon Channels',          241, 'Amazon Channel',    501, 20, 'Amazon Channels Subscription');
+SELECT _tmp_create_writeoff('Dominion Insurance',       242, 'DOMINION PREM',     501, 32, 'Dominion Insurance Premium');
+
+-- Meals & Entertainment
+SELECT _tmp_create_writeoff('Tim Hortons - Meals',      250, 'Tim Horton',        506, 20, 'Tim Hortons Meals');
+SELECT _tmp_create_writeoff('Malton Best Restaurant',   251, 'malton best',       506, 20, 'Malton Best Restaurant Meals');
+
+-- Office / Supplies
+SELECT _tmp_create_writeoff('Princess Auto - Supplies', 260, 'Princess Auto',     507, 20, 'Princess Auto Supplies');
+SELECT _tmp_create_writeoff('Canadian Tire - Supplies', 261, 'CANADIAN TIRE',     507, 20, 'Canadian Tire Office/Shop Supplies');
+SELECT _tmp_create_writeoff('Staples Office Supplies',  262, 'STAPLES',           507, 20, 'Staples Office Supplies');
+SELECT _tmp_create_writeoff('MGS Business Registration',263, 'MGS-BUSINESS',      507, 20, 'MGS Ontario Business Registration');
+
+-- Shipping
+SELECT _tmp_create_writeoff('DHL Express Shipping',     270, 'DHL',               518, 20, 'DHL Express Shipping');
+SELECT _tmp_create_writeoff('FedEx Shipping',           271, 'Fedex',             518, 20, 'FedEx Shipping & Delivery');
+
+-- Bank Fees
+SELECT _tmp_create_writeoff('Scotia Service Charge',    280, 'Service Charge',    499, 32, 'Scotia Bank Service Charge');
+
+-- Security / Building
+SELECT _tmp_create_writeoff('ADT Canada Security',      290, 'ADT CANADA',        557, 20, 'ADT Canada Security Monitoring');
+SELECT _tmp_create_writeoff('Seccan Security',          291, 'seccan',            557, 20, 'Seccan Security Services');
+
+-- Utilities
+SELECT _tmp_create_writeoff('Alectra Utilities - Hydro',292, 'ALECTRA',           526, 20, 'Alectra Utilities Hydro Payment');
+
+-- ============================================================
+-- PART 2: PARTNER-MAPPING MODELS (9 models)
+-- ============================================================
+SELECT _tmp_create_partner_map('VGM Canada',              300, 'VGM Canada',       5024);
+SELECT _tmp_create_partner_map('Medical Mart',            301, 'Medical Mart',     4991);
+SELECT _tmp_create_partner_map('AMG Medical',             302, 'AMG medical',      4934);
+SELECT _tmp_create_partner_map('HoMedics Group Canada',   303, 'HOMEDICS',         4975);
+SELECT _tmp_create_partner_map('Stevens Company Limited', 304, 'Stevens Company',  5017);
+SELECT _tmp_create_partner_map('Ki Mobility Canada',      305, 'Ki Mobility',      4981);
+SELECT _tmp_create_partner_map('R82 Inc',                 306, 'R82',              5009);
+SELECT _tmp_create_partner_map('Harmony Group / Products',307, 'HARMONY',          6216);
+SELECT _tmp_create_partner_map('Continent Globe Freight', 308, 'CONTINENT GLOBE',  NULL);
+
+-- Cleanup temp functions
+DROP FUNCTION _tmp_create_writeoff(text, int, text, int, int, text);
+DROP FUNCTION _tmp_create_partner_map(text, int, text, int);
+
+COMMIT;

batch4_models.sql

@@ -0,0 +1,53 @@
+BEGIN;
+
+CREATE OR REPLACE FUNCTION _tmp_wo(p_name text, p_seq int, p_match text, p_acct int, p_tax int, p_label text) RETURNS void AS $$
+DECLARE v_mid int; v_lid int;
+BEGIN
+  INSERT INTO account_reconcile_model (name, sequence, company_id, trigger, match_label, match_label_param, active, can_be_proposed, create_uid, write_uid, create_date, write_date)
+  VALUES (jsonb_build_object('en_US', p_name), p_seq, 1, 'auto_reconcile', 'contains', p_match, true, true, 2, 2, NOW(), NOW()) RETURNING id INTO v_mid;
+  INSERT INTO account_reconcile_model_line (model_id, company_id, sequence, account_id, amount_type, amount, amount_string, label, create_uid, write_uid, create_date, write_date)
+  VALUES (v_mid, 1, 10, p_acct, 'percentage', 100, '100', jsonb_build_object('en_US', p_label), 2, 2, NOW(), NOW()) RETURNING id INTO v_lid;
+  INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id) VALUES (v_lid, p_tax);
+END; $$ LANGUAGE plpgsql;
+
+CREATE OR REPLACE FUNCTION _tmp_pm(p_name text, p_seq int, p_match text, p_pid int) RETURNS void AS $$
+BEGIN
+  INSERT INTO account_reconcile_model (name, sequence, company_id, trigger, match_label, match_label_param, mapped_partner_id, active, can_be_proposed, create_uid, write_uid, create_date, write_date)
+  VALUES (jsonb_build_object('en_US', p_name), p_seq, 1, 'auto_reconcile', 'contains', p_match, p_pid, true, true, 2, 2, NOW(), NOW());
+END; $$ LANGUAGE plpgsql;
+
+SELECT _tmp_wo('UPS Shipping', 400, 'UPS', 518, 20, 'UPS Shipping & Delivery');
+SELECT _tmp_wo('Shopify Subscription', 401, 'SHOPIFY', 495, 20, 'Shopify E-Commerce Platform');
+SELECT _tmp_wo('Canva Design', 402, 'CANVA', 495, 32, 'Canva Design Subscription');
+SELECT _tmp_wo('Massive.com / Polygon.io', 403, 'MASSIVE.COM', 495, 32, 'Polygon.io Stock Data API');
+SELECT _tmp_wo('Air Canada Travel', 404, 'AIR CAN', 525, 20, 'Air Canada Travel');
+SELECT _tmp_wo('Enterprise Rent-A-Car', 405, 'ENTERPRISE RENT', 497, 20, 'Enterprise Car Rental');
+SELECT _tmp_wo('Walmart Purchases', 406, 'WALMART', 507, 20, 'Walmart Office/Shop Supplies');
+SELECT _tmp_wo('FlightHub Travel', 407, 'FLIGHTHUB', 525, 20, 'FlightHub Travel Booking');
+SELECT _tmp_wo('G2A Software', 408, 'G2A.COM', 495, 32, 'G2A Software Licenses');
+SELECT _tmp_wo('Ubiquiti Network Equipment', 409, 'UBIQUITI', 495, 20, 'Ubiquiti Network Hardware');
+SELECT _tmp_wo('Facebook Ads (FACEBK)', 410, 'FACEBK', 496, 20, 'Facebook/Meta Advertising');
+SELECT _tmp_wo('Eventbrite Events', 411, 'eventbrite', 496, 20, 'Eventbrite Event Registration');
+SELECT _tmp_wo('WP Mail SMTP Plugin', 412, 'WPMAILSMTP', 495, 32, 'WP Mail SMTP Plugin');
+SELECT _tmp_wo('Synthesia AI Video', 413, 'SYNTHESIA', 495, 32, 'Synthesia AI Video Platform');
+SELECT _tmp_wo('E2PDF WordPress Plugin', 414, 'E2PDF', 495, 32, 'E2PDF WordPress Plugin');
+SELECT _tmp_wo('Plugins For WP', 415, 'PLUGINSFORWP', 495, 32, 'WordPress Plugins');
+SELECT _tmp_wo('Google Cloud Platform', 416, 'GOOGLE*CLOUD', 495, 20, 'Google Cloud Platform');
+SELECT _tmp_wo('Best Buy Retail', 417, 'BEST BUY', 507, 20, 'Best Buy Electronics/Supplies');
+SELECT _tmp_wo('Scotia Visa Annual Fee', 418, 'annual fee', 499, 32, 'Scotia Visa Annual Fee');
+SELECT _tmp_wo('Corp Canada Registration', 419, 'CORP CANADA', 507, 20, 'Corporation Canada Registration');
+SELECT _tmp_wo('NUANS Name Search', 420, 'NUANS', 507, 20, 'NUANS Business Name Search');
+SELECT _tmp_wo('Wisprflow AI', 421, 'WISPRFLOW', 495, 32, 'Wisprflow AI Platform');
+SELECT _tmp_wo('LawDepot Legal Docs', 422, 'lawdepot', 507, 20, 'LawDepot Legal Documents');
+SELECT _tmp_wo('eBay Purchases', 423, 'eBay', 507, 20, 'eBay Online Purchases');
+SELECT _tmp_wo('Ooma VoIP Phone', 424, 'OOMA', 523, 20, 'Ooma VoIP Phone Service');
+SELECT _tmp_wo('Paddle / Synergy App', 425, 'PADDLE.NET', 495, 32, 'Paddle Software Subscription');
+
+SELECT _tmp_pm('Power Plus Mobility', 500, 'POWER PLUS', 35);
+SELECT _tmp_pm('Best Buy Medical Supplies', 501, 'Best Buy Medical', 4939);
+SELECT _tmp_pm('Cheelcare Canada', 502, 'cheelcare', 11955);
+
+DROP FUNCTION _tmp_wo(text, int, text, int, int, text);
+DROP FUNCTION _tmp_pm(text, int, text, int);
+
+COMMIT;

batch5_models.sql

@@ -0,0 +1,188 @@
+BEGIN;
+
+CREATE OR REPLACE FUNCTION _tmp_wo(p_name text, p_seq int, p_match text, p_acct int, p_tax int, p_label text) RETURNS void AS $$
+DECLARE v_mid int; v_lid int;
+BEGIN
+  INSERT INTO account_reconcile_model (name, sequence, company_id, trigger, match_label, match_label_param, active, can_be_proposed, create_uid, write_uid, create_date, write_date)
+  VALUES (jsonb_build_object('en_US', p_name), p_seq, 1, 'auto_reconcile', 'contains', p_match, true, true, 2, 2, NOW(), NOW()) RETURNING id INTO v_mid;
+  INSERT INTO account_reconcile_model_line (model_id, company_id, sequence, account_id, amount_type, amount, amount_string, label, create_uid, write_uid, create_date, write_date)
+  VALUES (v_mid, 1, 10, p_acct, 'percentage', 100, '100', jsonb_build_object('en_US', p_label), 2, 2, NOW(), NOW()) RETURNING id INTO v_lid;
+  INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id) VALUES (v_lid, p_tax);
+END; $$ LANGUAGE plpgsql;
+
+CREATE OR REPLACE FUNCTION _tmp_pm(p_name text, p_seq int, p_match text, p_pid int) RETURNS void AS $$
+BEGIN
+  INSERT INTO account_reconcile_model (name, sequence, company_id, trigger, match_label, match_label_param, mapped_partner_id, active, can_be_proposed, create_uid, write_uid, create_date, write_date)
+  VALUES (jsonb_build_object('en_US', p_name), p_seq, 1, 'auto_reconcile', 'contains', p_match, p_pid, true, true, 2, 2, NOW(), NOW());
+END; $$ LANGUAGE plpgsql;
+
+-- MJR Capital = collections payments (Office Expense, HST)
+SELECT _tmp_wo('MJR Capital Services - Collections', 600, 'mjr capital', 507, 20, 'MJR Capital Collections Payment');
+
+-- Landry & Jacobs = legal/collections (Office Expense, NO TAX - US company in AZ)
+SELECT _tmp_wo('Landry & Jacobs - Collections', 601, 'landry', 507, 32, 'Landry & Jacobs Collections');
+
+-- Micro Center = US electronics retailer (Computer/IT, NO TAX - US)
+SELECT _tmp_wo('Micro Center Electronics', 602, 'MICRO CENTER', 495, 32, 'Micro Center Electronics Purchase');
+
+-- Maravi Canada = medical supplies vendor (partner mapping)
+-- Need partner ID first - create as writeoff to Office for now
+SELECT _tmp_wo('Maravi Canada Medical', 603, 'MARAVI', 507, 20, 'Maravi Canada Medical Supplies');
+
+-- Google Turbo AI Note (SaaS, HST Canadian)
+SELECT _tmp_wo('Google Turbo AI Note', 604, 'TURBO AI NOTE', 495, 20, 'Google Turbo AI Note');
+
+-- FUSION NEXASYSTEMS = own company test charges (Office Expense, HST)
+SELECT _tmp_wo('Fusion NexaSystems Test', 605, 'NEXASYSTEMS', 507, 20, 'NexaSystems Test Charge');
+
+-- VPS IT NEXASYSTEMS = own company VPS hosting (Computer/IT, HST)
+-- already covered by NEXASYSTEMS match above
+
+-- Sunnybrook / St Josephs = hospital parking (Meals & Ent or Office, HST)
+SELECT _tmp_wo('Hospital Parking - Sunnybrook', 606, 'sunnybrook', 506, 20, 'Sunnybrook Hospital Parking/Meals');
+SELECT _tmp_wo('Hospital Parking - St Josephs', 607, 'st josephs', 506, 20, 'St Josephs Hospital Parking');
+
+-- Canada Post (CPC SCP) - already exists but let's check
+-- Model 49 matches "CPC SCP" - should work
+
+-- Bolts Plus Inc = hardware supplies (Office Expense, HST)
+SELECT _tmp_wo('Bolts Plus Hardware', 608, 'BOLTS PLUS', 507, 20, 'Bolts Plus Hardware Supplies');
+
+-- Durafast Label Company = labels/printing (Office Expense, HST)
+SELECT _tmp_wo('Durafast Label Company', 609, 'durafast', 507, 20, 'Durafast Label Printing');
+
+-- Better Business Bureau = membership (Dues & Subs, HST)
+SELECT _tmp_wo('Better Business Bureau', 610, 'better business bureau', 501, 20, 'Better Business Bureau Membership');
+
+-- AmySystems = software (Computer/IT, HST Canadian - QC)
+SELECT _tmp_wo('AmySystems Software', 611, 'AMYSYSTEMS', 495, 20, 'AmySystems Software');
+
+-- Thermor Limited = medical equipment vendor
+SELECT _tmp_pm('Thermor Limited', 612, 'thermor', NULL);
+
+-- Aqua Creek Products = pool/medical equipment (US vendor)
+-- Large amounts ($21K) - this is a PO vendor
+SELECT _tmp_pm('Aqua Creek Products', 613, 'aqua creek', NULL);
+
+-- Rogers (line 20184 with ******4596) - existing model should match
+-- 407 ETR (line 20131) - existing model matches "407 ETR" but this says "407ETR (WEB)"
+SELECT _tmp_wo('407 ETR Web Payment', 614, '407ETR', 497, 20, '407 ETR Web Highway Tolls');
+
+-- 7 Spice Bistro / The Kebob / Momo2Go = restaurants (Meals, HST)
+SELECT _tmp_wo('7 Spice Bistro', 615, '7 SPICE', 506, 20, '7 Spice Bistro Meals');
+SELECT _tmp_wo('The Kebob Restaurant', 616, 'KEBOB', 506, 20, 'The Kebob Restaurant Meals');
+SELECT _tmp_wo('Momo2Go Restaurant', 617, 'MOMO2GO', 506, 20, 'Momo2Go Restaurant Meals');
+
+-- Jay Cee Sales & Rivet = hardware/industrial (Office, NO TAX - US in MI)
+SELECT _tmp_wo('Jay Cee Sales & Rivet', 618, 'jay cee sales', 507, 32, 'Jay Cee Sales Industrial Supplies');
+
+-- Kickstarter / Eufymake = crowdfunding purchase (Computer/IT, NO TAX - US)
+SELECT _tmp_wo('Kickstarter Purchase', 619, 'kickstarter', 495, 32, 'Kickstarter Crowdfunding Purchase');
+
+-- Bambu Lab = 3D printer (Computer/IT, NO TAX - Hong Kong)
+SELECT _tmp_wo('Bambu Lab 3D Printer', 620, 'bambulab', 495, 32, 'Bambu Lab 3D Printer');
+
+-- Dhillon Video Karo = video production (Advertising, HST)
+SELECT _tmp_wo('Dhillon Video Karo', 621, 'dhillon video', 496, 20, 'Dhillon Video Production');
+
+-- Cansew = sewing/upholstery supplies (Office Expense, HST)
+SELECT _tmp_wo('Cansew Supplies', 622, 'cansew', 507, 20, 'Cansew Sewing/Upholstery Supplies');
+
+-- NuthutVancouver = food/snacks (Meals, HST)
+SELECT _tmp_wo('SP Nuthut', 623, 'NUTHUT', 506, 20, 'Nuthut Food/Snacks');
+
+-- Flywire = payment processing for education (Office, HST)
+SELECT _tmp_wo('Flywire Payment', 624, 'flywire', 507, 20, 'Flywire Education Payment');
+
+-- IELTS Humber = education/testing (Office, HST)
+SELECT _tmp_wo('IELTS Humber College', 625, 'IELTS', 507, 20, 'IELTS Testing Fee');
+
+-- York University = education (Office, HST)
+SELECT _tmp_wo('York University', 626, 'york u', 507, 20, 'York University Application Fee');
+
+-- ESW US Direct = e-commerce (Office, NO TAX - US)
+SELECT _tmp_wo('ESW US Direct E-Commerce', 627, 'ESW U.S.', 507, 32, 'ESW US Direct E-Commerce');
+
+-- Corp Canada = already created (419), skip
+
+-- NextDigitalKeys = software keys (Computer/IT, NO TAX - UK)
+SELECT _tmp_wo('NextDigitalKeys Software', 628, 'nextdigitalkeys', 495, 32, 'NextDigitalKeys Software License');
+
+-- StenoKeyboards = keyboard hardware (Computer/IT, NO TAX - foreign)
+SELECT _tmp_wo('StenoKeyboards', 629, 'stenokeyboards', 495, 32, 'StenoKeyboards Hardware');
+
+-- Global Technologies of Barrie = IT services vendor
+SELECT _tmp_wo('Global Technologies Barrie', 630, 'global technologies', 495, 20, 'Global Technologies IT Services');
+
+-- Milutin Vuicin = contractor/consultant (Computer/IT, NO TAX - US TX)
+SELECT _tmp_wo('Milutin Vuicin Consulting', 631, 'milutin vuicin', 495, 32, 'Milutin Vuicin Consulting');
+
+-- Maple Leaf Wheelchair = PO vendor
+SELECT _tmp_pm('Maple Leaf Wheelchair', 632, 'maple leaf wheelchair', NULL);
+
+-- Distributions GNX = distribution vendor (QC)
+SELECT _tmp_wo('Distributions GNX', 633, 'distributions gnx', 507, 20, 'Distributions GNX');
+
+-- ParkWhiz / ParkLink = parking (Car/Van, HST)
+SELECT _tmp_wo('ParkWhiz / ParkLink Parking', 634, 'park', 497, 20, 'Parking Fee');
+-- Actually 'park' is too broad, skip that. Use specific ones:
+-- delete that last one, too generic
+DELETE FROM account_reconcile_model WHERE name::text LIKE '%ParkWhiz%';
+-- Re-do with specific matches
+SELECT _tmp_wo('ParkWhiz Parking', 635, 'ParkWhiz', 497, 20, 'ParkWhiz Parking Fee');
+SELECT _tmp_wo('Precise ParkLink', 636, 'parklink', 497, 20, 'Precise ParkLink Parking');
+
+-- Span Medical Products = PO vendor
+SELECT _tmp_pm('Span Medical Products', 637, 'SPAN MEDICAL', NULL);
+
+-- NSC Medical = PO vendor
+SELECT _tmp_pm('NSC Medical', 638, 'nsc medical', NULL);
+
+-- WOW Mobile Boutique = phone accessories (Office, HST)
+SELECT _tmp_wo('WOW Mobile Boutique', 639, 'MOBILE BOUTIQ', 507, 20, 'WOW Mobile Boutique');
+
+-- Triumph Mobility = PO vendor
+SELECT _tmp_pm('Triumph Mobility', 640, 'triumph mobility', NULL);
+
+-- Home Healthcare Store = PO vendor
+SELECT _tmp_pm('Home Healthcare Store', 641, 'home healthcare store', NULL);
+
+-- Ubiquiti already created (409)
+-- Anthropic already matched by model 138 (ANTHROPIC)
+
+-- Royalmount Town = travel/accommodation (Travel, HST QC)
+SELECT _tmp_wo('Royalmount Town Hotel', 642, 'royalmount', 525, 20, 'Royalmount Town Accommodation');
+
+-- Westin Healthcare own charges = test transactions
+SELECT _tmp_wo('Westin Healthcare Test', 643, 'WESTIN HEALTHCARE', 507, 20, 'Westin Healthcare Test Charge');
+
+-- XTool Canada = laser cutter/tools (Computer/IT, HST - Canadian store)
+SELECT _tmp_wo('XTool Canada', 644, 'xtool', 495, 20, 'XTool Canada Equipment');
+
+-- Providence Healthcare = hospital parking (Meals, HST)
+SELECT _tmp_wo('Providence Healthcare', 645, 'providence healthcare', 506, 20, 'Providence Healthcare Parking');
+
+-- Glentel Wirelesswave = phone accessory (Office, HST)
+SELECT _tmp_wo('Glentel Wirelesswave', 646, 'wirelesswave', 507, 20, 'Glentel Wirelesswave Phone');
+
+-- 3DMouse = computer peripheral (Computer/IT, HST)
+SELECT _tmp_wo('3DMouse Input Device', 647, '3dmouse', 495, 20, '3DMouse Input Device');
+
+-- LawDepot already created (422)
+
+-- Best Buy Medical already created as partner_map (501)
+
+-- Catherwood & Vittoria = restaurant (Meals, HST)
+SELECT _tmp_wo('Catherwood & Vittoria', 648, 'catherwood', 506, 20, 'Catherwood & Vittoria Restaurant');
+
+-- SB M Wing = hospital cafeteria (Meals, HST)
+SELECT _tmp_wo('Sunnybrook M Wing Cafe', 649, 'sb m wing', 506, 20, 'Sunnybrook M Wing Cafeteria');
+
+-- Canada/Ottawa lines = government fees/parking
+SELECT _tmp_wo('Canada Ottawa Govt Fee', 650, 'canada-Ottawa', 507, 20, 'Ottawa Government Fee');
+SELECT _tmp_wo('Canada Ottawa Fee 2', 651, 'canada ottawa on', 507, 20, 'Ottawa Government Fee');
+
+DROP FUNCTION _tmp_wo(text, int, text, int, int, text);
+DROP FUNCTION _tmp_pm(text, int, text, int);
+
+COMMIT;

batch6_transfers.sql

@@ -0,0 +1,22 @@
+BEGIN;
+
+CREATE OR REPLACE FUNCTION _tmp_wo_transfer(p_name text, p_seq int, p_match text, p_acct int, p_label text) RETURNS void AS $$
+DECLARE v_mid int; v_lid int;
+BEGIN
+  INSERT INTO account_reconcile_model (name, sequence, company_id, trigger, match_label, match_label_param, active, can_be_proposed, create_uid, write_uid, create_date, write_date)
+  VALUES (jsonb_build_object('en_US', p_name), p_seq, 1, 'auto_reconcile', 'contains', p_match, true, true, 2, 2, NOW(), NOW()) RETURNING id INTO v_mid;
+  INSERT INTO account_reconcile_model_line (model_id, company_id, sequence, account_id, amount_type, amount, amount_string, label, partner_id, create_uid, write_uid, create_date, write_date)
+  VALUES (v_mid, 1, 10, p_acct, 'percentage', 100, '100', jsonb_build_object('en_US', p_label), 1, 2, 2, NOW(), NOW()) RETURNING id INTO v_lid;
+  -- No tax on internal transfers
+  INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id) VALUES (v_lid, 32);
+END; $$ LANGUAGE plpgsql;
+
+-- These models post PAYMENT FROM lines directly to Outstanding Receipts (493)
+-- This handles cases where the source side was already reconciled
+SELECT _tmp_wo_transfer('Scotia Visa - Payment From Current (7814)', 50, 'PAYMENT FROM', 493, 'CC Payment from Scotia Current');
+SELECT _tmp_wo_transfer('Scotia Visa - Transfer From Current', 51, 'from - *****', 493, 'CC Payment from Scotia Current');
+SELECT _tmp_wo_transfer('Scotia Visa - Payment From (X0)', 52, 'payment from -', 493, 'CC Payment from Scotia Current');
+
+DROP FUNCTION _tmp_wo_transfer(text, int, text, int, text);
+
+COMMIT;

batch7_rbc.sql

@@ -0,0 +1,124 @@
+BEGIN;
+
+CREATE OR REPLACE FUNCTION _tmp_wo(p_name text, p_seq int, p_match text, p_acct int, p_tax int, p_label text) RETURNS void AS $$
+DECLARE v_mid int; v_lid int;
+BEGIN
+  INSERT INTO account_reconcile_model (name, sequence, company_id, trigger, match_label, match_label_param, active, can_be_proposed, create_uid, write_uid, create_date, write_date)
+  VALUES (jsonb_build_object('en_US', p_name), p_seq, 1, 'auto_reconcile', 'contains', p_match, true, true, 2, 2, NOW(), NOW()) RETURNING id INTO v_mid;
+  INSERT INTO account_reconcile_model_line (model_id, company_id, sequence, account_id, amount_type, amount, amount_string, label, create_uid, write_uid, create_date, write_date)
+  VALUES (v_mid, 1, 10, p_acct, 'percentage', 100, '100', jsonb_build_object('en_US', p_label), 2, 2, NOW(), NOW()) RETURNING id INTO v_lid;
+  INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id) VALUES (v_lid, p_tax);
+END; $$ LANGUAGE plpgsql;
+
+-- ============================================================
+-- GOVERNMENT CUSTOMER PAYMENTS → Outstanding Receipts (493)
+-- These are payments FROM government agencies TO Westin for equipment/services
+-- No tax on government transfer payments
+-- ============================================================
+
+-- ODSP = Ontario Disability Support Program (already partially matched by other models)
+-- Check: model already exists? No - "Misc Payment ODSP" has no model
+SELECT _tmp_wo('ODSP Government Payment', 700, 'ODSP', 493, 32, 'ODSP Customer Payment');
+
+-- MODC = March of Dimes Canada (Expense Payment MODC = incoming govt payment)
+SELECT _tmp_wo('MODC - March of Dimes Payment', 701, 'MODC', 493, 32, 'March of Dimes Customer Payment');
+
+-- Revera Long Term Care payments
+SELECT _tmp_wo('Revera LTC Payment', 702, 'Revera', 493, 32, 'Revera Long-Term Care Payment');
+
+-- Medavie Blue Cross insurance payments
+SELECT _tmp_wo('Medavie Blue Cross Payment', 703, 'MEDAVIE', 493, 32, 'Medavie Blue Cross Insurance Payment');
+
+-- OMOD (Ontario March of Dimes variant)
+SELECT _tmp_wo('OMOD Payment', 704, 'OMOD', 493, 32, 'Ontario March of Dimes Payment');
+
+-- Peel Region payroll deposits (home care worker funding)
+SELECT _tmp_wo('Peel Region North Deposit', 705, 'PEEL NORTH', 493, 32, 'Region of Peel North Payment');
+SELECT _tmp_wo('Peel Region South Deposit', 706, 'PEEL SOUTH', 493, 32, 'Region of Peel South Payment');
+SELECT _tmp_wo('Peel Region CMSM Deposit', 707, 'PEEL CMSM', 493, 32, 'Region of Peel CMSM Payment');
+
+-- WSIB payments
+SELECT _tmp_wo('WSIB Payment', 708, 'WSIB', 493, 32, 'WSIB Workers Compensation Payment');
+
+-- GST Refund from CRA
+SELECT _tmp_wo('CRA GST Refund', 709, 'GSTCANADA', 493, 32, 'CRA GST/HST Refund');
+
+-- Affinity Health bill payments (incoming)
+SELECT _tmp_wo('Affinity Health Payment', 710, 'Affinity Health', 493, 32, 'Affinity Health Customer Payment');
+
+-- Amica Senior Living AP payments
+SELECT _tmp_wo('Amica Senior Living Payment', 711, 'AMICA', 493, 32, 'Amica Senior Living Payment');
+
+-- PCHS = Peel Community Health Services
+SELECT _tmp_wo('PCHS Payment', 712, 'PCHS', 493, 32, 'PCHS Community Health Payment');
+
+-- Run Care Canada
+SELECT _tmp_wo('Run Care Canada Payment', 713, 'RUN CARE', 493, 32, 'Run Care Canada Payment');
+
+-- Teskie International
+SELECT _tmp_wo('Teskie International Payment', 714, 'TESKIE', 493, 32, 'Teskie International Payment');
+
+-- ============================================================
+-- STRIPE DEPOSITS → Outstanding Receipts (493)
+-- Online payment gateway deposits
+-- ============================================================
+SELECT _tmp_wo('Stripe Payment Deposit', 720, 'STRIPE', 493, 32, 'Stripe Online Payment Deposit');
+
+-- ============================================================
+-- DEPOSITS / CHEQUE DEPOSITS → Outstanding Receipts (493)
+-- Customer payments received
+-- ============================================================
+SELECT _tmp_wo('Mobile Cheque Deposit', 730, 'Mobile cheque deposit', 493, 32, 'Customer Cheque Deposit');
+SELECT _tmp_wo('ATM Deposit', 731, 'ATM deposit', 493, 32, 'Customer ATM Cash/Cheque Deposit');
+
+-- ============================================================
+-- NSF RETURNS → Outstanding Receipts (493)
+-- Bounced cheques — need to reverse original payment
+-- ============================================================
+SELECT _tmp_wo('Item Returned NSF', 740, 'Item returned NSF', 493, 32, 'NSF Item Return');
+SELECT _tmp_wo('Cheque Returned NSF', 741, 'Cheque returned NSF', 493, 32, 'NSF Cheque Return');
+
+-- ============================================================
+-- OUTGOING PAYMENTS / BILLS
+-- ============================================================
+
+-- Personal Loan SPL (already has model 80 but checking)
+-- Wawanesa Insurance (already model 28 — partner_map, needs bills)
+-- Bill Payment Telus (already model for Telus)
+-- Bill Payment BuildingStack
+SELECT _tmp_wo('BuildingStack Rent Payment', 750, 'BUILDING_STACK', 560, 20, 'BuildingStack Building Rent');
+
+-- Commercial Taxes
+SELECT _tmp_wo('Commercial Property Tax', 751, 'COMMERCIAL TAXES', 507, 20, 'Commercial Property Tax Payment');
+
+-- HMS Auto Service
+SELECT _tmp_wo('HMS Auto Service', 752, 'HMS AUTO', 497, 20, 'HMS Auto Service Vehicle Repair');
+
+-- Dixie Tailoring (alterations)
+SELECT _tmp_wo('Dixie Tailoring', 753, 'DIXIE TAILORIN', 507, 20, 'Dixie Tailoring Services');
+
+-- Hardware Agency
+SELECT _tmp_wo('Hardware Agency', 754, 'HARDWARE AGENC', 507, 20, 'Hardware Agency Supplies');
+
+-- Desi Haveli / Bamiyan Kabob (meals)
+SELECT _tmp_wo('Desi Haveli Restaurant', 755, 'DESI HAVELI', 506, 20, 'Desi Haveli Restaurant Meals');
+SELECT _tmp_wo('Bamiyan Kabob Restaurant', 756, 'BAMIYAN KABOB', 506, 20, 'Bamiyan Kabob Restaurant Meals');
+
+-- Intuit/ADP payroll verification
+SELECT _tmp_wo('Intuit Payroll Verification', 757, 'INTUITCANADAULC', 507, 32, 'Intuit Canada Payroll Verification');
+
+-- ============================================================
+-- BRANCH TRANSFERS → Outstanding Receipts (493)
+-- Internal RBC account transfers
+-- ============================================================
+SELECT _tmp_wo('RBC Branch Transfer 1306', 760, 'BR TO BR - 1306', 493, 32, 'RBC Branch Transfer 1306');
+SELECT _tmp_wo('RBC Branch Transfer 9970', 761, 'BR TO BR - 9970', 493, 32, 'RBC Branch Transfer 9970');
+
+-- ============================================================
+-- GENERIC DEPOSIT → Outstanding Receipts
+-- ============================================================
+SELECT _tmp_wo('Generic Bank Deposit', 770, 'Deposit', 493, 32, 'Bank Deposit');
+
+DROP FUNCTION _tmp_wo(text, int, text, int, int, text);
+
+COMMIT;

batch8_fixes.sql

@@ -0,0 +1,91 @@
+BEGIN;
+
+CREATE OR REPLACE FUNCTION _tmp_wo(p_name text, p_seq int, p_match text, p_acct int, p_tax int, p_label text) RETURNS void AS $$
+DECLARE v_mid int; v_lid int;
+BEGIN
+  INSERT INTO account_reconcile_model (name, sequence, company_id, trigger, match_label, match_label_param, active, can_be_proposed, create_uid, write_uid, create_date, write_date)
+  VALUES (jsonb_build_object('en_US', p_name), p_seq, 1, 'auto_reconcile', 'contains', p_match, true, true, 2, 2, NOW(), NOW()) RETURNING id INTO v_mid;
+  INSERT INTO account_reconcile_model_line (model_id, company_id, sequence, account_id, amount_type, amount, amount_string, label, create_uid, write_uid, create_date, write_date)
+  VALUES (v_mid, 1, 10, p_acct, 'percentage', 100, '100', jsonb_build_object('en_US', p_label), 2, 2, NOW(), NOW()) RETURNING id INTO v_lid;
+  INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id) VALUES (v_lid, p_tax);
+END; $$ LANGUAGE plpgsql;
+
+-- ============================================================
+-- FIX 1: Wawanesa (model 28) — convert from partner_map to writeoff
+-- Insurance → Car Insurance (548), NO TAX (insurance is exempt)
+-- ============================================================
+-- Deactivate old partner_map model
+UPDATE account_reconcile_model SET active = false WHERE id = 28;
+
+-- Create new writeoff model for Wawanesa
+SELECT _tmp_wo('Wawanesa Insurance Premium', 800, 'WAWANESA', 548, 32, 'Wawanesa Car Insurance Premium');
+
+-- ============================================================
+-- FIX 2: Personal Loan SPL (model 80) — fix match param
+-- "Personal Loan SPL" doesn't match "Personal Loan : SPL"
+-- ============================================================
+UPDATE account_reconcile_model SET match_label_param = 'Personal Loan' WHERE id = 80;
+
+-- ============================================================
+-- FIX 3: IFS Insurance (model 23) — same issue, convert from partner_map
+-- ============================================================
+-- Check if model 23 has writeoff line
+-- Model 23: match "IFS PREMIUM", mapped_partner_id=7291, no writeoff line
+UPDATE account_reconcile_model SET active = false WHERE id = 23;
+SELECT _tmp_wo('IFS Insurance Premium', 801, 'IFS PREMIUM', 550, 32, 'IFS Commercial Insurance Premium');
+
+-- ============================================================
+-- NEW MODELS for remaining repeated patterns
+-- ============================================================
+
+-- Telus Bill Payment (523 = Telephone, HST)
+SELECT _tmp_wo('Telus Bill Payment', 802, 'Telus Comm', 523, 20, 'Telus Communications Bill Payment');
+
+-- e-Transfer fee (already model 5 but check if matching)
+-- Model 5 matches "e-Transfer fee" — should work
+
+-- Account Payable Pmt HOME (LTC home customer payments → Outstanding Receipts)
+SELECT _tmp_wo('HOME LTC Customer Payment', 803, 'Account Payable PmtHOME', 493, 32, 'HOME Long-Term Care Payment');
+SELECT _tmp_wo('HOME LTC Customer Payment 2', 804, 'Account Payable Pmt HOME', 493, 32, 'HOME Long-Term Care Payment');
+SELECT _tmp_wo('HOME LTC Customer Payment 3', 805, 'Account Payable Pmt-HOME', 493, 32, 'HOME Long-Term Care Payment');
+
+-- R & M Health Supplies payment
+SELECT _tmp_wo('R&M Health Supplies Payment', 806, 'R & M HEALTH', 493, 32, 'R&M Health Supplies Customer Payment');
+
+-- BCCL payment
+SELECT _tmp_wo('BCCL Customer Payment', 807, 'Account Payable Pmt-BCCL', 493, 32, 'BCCL Customer Payment');
+
+-- CARE payment
+SELECT _tmp_wo('CARE Customer Payment', 808, 'Account Payable PmtCARE', 493, 32, 'CARE Customer Payment');
+
+-- Amica Senior Life (different spelling from earlier model)
+SELECT _tmp_wo('Amica Senior Life Payment', 809, 'AMICASENIORLIFE', 493, 32, 'Amica Senior Life Customer Payment');
+
+-- Cash withdrawal (no tax, Office Expense)
+SELECT _tmp_wo('Cash Withdrawal', 810, 'Cash withdrawal', 507, 32, 'Cash Withdrawal');
+
+-- ATM/Mobile adjustment
+SELECT _tmp_wo('ATM Mobile Adjustment Credit', 811, 'ATM/Mobile adjustment credit', 499, 32, 'ATM Mobile Adjustment Credit');
+SELECT _tmp_wo('ATM Mobile Adjustment Debit', 812, 'ATM/Mobile adjustment debit', 499, 32, 'ATM Mobile Adjustment Debit');
+
+-- e-Transfer cancel (returned funds → Outstanding Receipts)
+SELECT _tmp_wo('e-Transfer Cancellation', 813, 'e-Transfer cancel', 493, 32, 'e-Transfer Cancelled Return');
+
+-- OnRoute (highway rest stop meals)
+SELECT _tmp_wo('OnRoute Highway Meals', 814, 'ONROUTE', 506, 20, 'OnRoute Highway Rest Stop');
+
+-- Opening Balance
+SELECT _tmp_wo('Opening Balance', 815, 'Opening Balance', 493, 32, 'Opening Balance Entry');
+
+-- Foreign Exchange withdrawal
+SELECT _tmp_wo('Royal Foreign Exchange', 816, 'Royal Foreign Exchange', 525, 32, 'Royal Foreign Exchange Withdrawal');
+
+-- Online Banking wire payment
+SELECT _tmp_wo('Online Banking Wire Payment', 817, 'Online Banking wire', 494, 32, 'Online Banking Wire Payment');
+
+-- Henrys camera store refund
+SELECT _tmp_wo('Henrys Camera Refund', 818, 'Henry', 507, 20, 'Henrys Camera Store');
+
+DROP FUNCTION _tmp_wo(text, int, text, int, int, text);
+
+COMMIT;

batch9_rbc_visa.sql

@@ -0,0 +1,18 @@
+BEGIN;
+CREATE OR REPLACE FUNCTION _tmp_wo(p_name text, p_seq int, p_match text, p_acct int, p_tax int, p_label text) RETURNS void AS $$
+DECLARE v_mid int; v_lid int;
+BEGIN
+  INSERT INTO account_reconcile_model (name, sequence, company_id, trigger, match_label, match_label_param, active, can_be_proposed, create_uid, write_uid, create_date, write_date)
+  VALUES (jsonb_build_object('en_US', p_name), p_seq, 1, 'auto_reconcile', 'contains', p_match, true, true, 2, 2, NOW(), NOW()) RETURNING id INTO v_mid;
+  INSERT INTO account_reconcile_model_line (model_id, company_id, sequence, account_id, amount_type, amount, amount_string, label, partner_id, create_uid, write_uid, create_date, write_date)
+  VALUES (v_mid, 1, 10, p_acct, 'percentage', 100, '100', jsonb_build_object('en_US', p_label), 1, 2, 2, NOW(), NOW()) RETURNING id INTO v_lid;
+  INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id) VALUES (v_lid, p_tax);
+END; $$ LANGUAGE plpgsql;
+
+SELECT _tmp_wo('RBC Visa - CC Payment Received', 900, 'PAYMENT - THANK YOU', 77, 32, 'RBC CC Payment from Chequing');
+SELECT _tmp_wo('RBC Visa - Credit Card Payment', 901, 'credit card payment', 77, 32, 'RBC CC Payment from Chequing');
+SELECT _tmp_wo('RBC Visa - RBC CC Payment', 902, 'RBC credit card', 77, 32, 'RBC CC Payment from Chequing');
+SELECT _tmp_wo('RBC Visa - Payment to CC', 903, 'payment to credit card', 77, 32, 'RBC CC Payment from Chequing');
+
+DROP FUNCTION _tmp_wo(text, int, text, int, int, text);
+COMMIT;

batch_reconcile.py

@@ -0,0 +1,30 @@
+import logging
+
+RecModel = env['account.reconcile.model']
+StLine = env['account.bank.statement.line']
+
+models = RecModel.search([('trigger', '=', 'auto_reconcile'), ('can_be_proposed', '=', True)])
+print(f'Auto-reconcile models: {len(models)}', flush=True)
+
+# Run on ALL 4 journals
+for jid, name in [(53, 'RBC Chequing'), (28, 'RBC Visa'), (50, 'Scotia Current'), (51, 'Scotia Passport Visa')]:
+    lines = StLine.search([('journal_id', '=', jid), ('is_reconciled', '=', False)])
+    count_before = len(lines)
+    if not count_before:
+        continue
+
+    batch_size = 100
+    for i in range(0, count_before, batch_size):
+        batch = lines[i:i+batch_size]
+        try:
+            models._apply_reconcile_models(batch)
+        except Exception as e:
+            print(f'  Error: {e}', flush=True)
+        env.cr.commit()
+
+    remaining = StLine.search_count([('journal_id', '=', jid), ('is_reconciled', '=', False)])
+    reconciled = count_before - remaining
+    if reconciled > 0:
+        print(f'{name}: reconciled {reconciled}/{count_before}, remaining {remaining}', flush=True)
+    else:
+        print(f'{name}: no new matches ({count_before} remaining)', flush=True)

cleanup_duplicates.py

@@ -0,0 +1,73 @@
+import logging
+_logger = logging.getLogger('cleanup_duplicates')
+
+BSL = env['account.bank.statement.line'].sudo()
+AML = env['account.move.line'].sudo()
+AM = env['account.move'].sudo()
+
+# All 64 duplicate statement line IDs (the second import set, 18703-18767)
+dupe_ids = [
+    18703, 18704, 18705, 18706, 18707, 18708, 18709, 18710, 18711, 18712,
+    18713, 18714, 18715, 18716, 18717, 18718, 18719, 18720, 18721, 18722,
+    18723, 18724, 18725, 18726, 18727, 18728, 18729, 18730, 18731, 18732,
+    18733, 18734, 18735, 18736, 18737, 18738, 18739, 18740, 18741, 18742,
+    18743, 18744, 18745, 18746, 18747, 18748, 18749, 18750, 18751, 18752,
+    18753, 18754, 18755, 18756, 18757, 18758, 18759, 18760, 18761, 18762,
+    18763, 18764, 18766, 18767,
+]
+
+dupes = BSL.browse(dupe_ids)
+print(f'Processing {len(dupes)} duplicate statement lines', flush=True)
+
+reconciled_count = 0
+unreconciled_count = 0
+error_count = 0
+
+for line in dupes:
+    move = line.move_id
+
+    if line.is_reconciled:
+        # Step 1: Un-reconcile — remove partial reconcile entries
+        # Find the statement line's AML and its partial reconciliations
+        st_aml = move.line_ids.filtered(lambda l: l.statement_line_id == line)
+        if st_aml:
+            # Find and remove partial reconcile entries
+            partials = env['account.partial.reconcile'].sudo().search([
+                '|',
+                ('debit_move_id', 'in', st_aml.ids),
+                ('credit_move_id', 'in', st_aml.ids),
+            ])
+            if partials:
+                partials.unlink()
+
+            # Also check full reconcile
+            full_recs = st_aml.mapped('full_reconcile_id')
+            if full_recs:
+                full_recs.unlink()
+
+        reconciled_count += 1
+
+    # Step 2: Reset move to draft so we can delete it
+    try:
+        if move.state == 'posted':
+            move.button_draft()
+        # Step 3: Cancel and delete the move (which deletes the statement line too)
+        move.button_cancel()
+        move.with_context(force_delete=True).unlink()
+        unreconciled_count += 1
+    except Exception as e:
+        print(f'  Error on line {line.id}: {e}', flush=True)
+        error_count += 1
+        env.cr.rollback()
+        continue
+
+    if unreconciled_count % 20 == 0:
+        env.cr.commit()
+        print(f'  Progress: {unreconciled_count} deleted...', flush=True)
+
+env.cr.commit()
+print(f'DONE: {unreconciled_count} deleted, {reconciled_count} were reconciled, {error_count} errors', flush=True)
+
+# Verify
+remaining = BSL.search_count([('id', 'in', dupe_ids)])
+print(f'Verification: {remaining} duplicate lines still exist (should be 0)', flush=True)

debug_reconcile.py

@@ -0,0 +1,63 @@
+from odoo.tools import SQL
+
+lines = env['account.bank.statement.line'].browse([20262])
+models = env['account.reconcile.model'].search([('trigger', '=', 'auto_reconcile'), ('can_be_proposed', '=', True)])
+
+env['account.reconcile.model'].flush_model()
+lines.flush_recordset()
+
+# Run a simplified version of the _apply_reconcile_models SQL
+env.cr.execute("""
+WITH matching_journal_ids AS (
+    SELECT account_reconcile_model_id, ARRAY_AGG(account_journal_id) AS ids
+    FROM account_journal_account_reconcile_model_rel
+    GROUP BY account_reconcile_model_id
+),
+matching_partner_ids AS (
+    SELECT account_reconcile_model_id, ARRAY_AGG(res_partner_id) AS ids
+    FROM account_reconcile_model_res_partner_rel
+    GROUP BY account_reconcile_model_id
+)
+SELECT st_line.id AS st_line_id,
+       reco_model.id AS reco_model_id,
+       reco_model.trigger
+FROM account_bank_statement_line st_line
+JOIN account_move move ON st_line.move_id = move.id
+LEFT JOIN LATERAL (
+    SELECT reco_model.id, reco_model.trigger
+    FROM account_reconcile_model reco_model
+    LEFT JOIN matching_journal_ids ON reco_model.id = matching_journal_ids.account_reconcile_model_id
+    LEFT JOIN matching_partner_ids ON reco_model.id = matching_partner_ids.account_reconcile_model_id
+    WHERE (matching_journal_ids.ids IS NULL OR st_line.journal_id = ANY(matching_journal_ids.ids))
+      AND (matching_partner_ids.ids IS NULL OR st_line.partner_id = ANY(matching_partner_ids.ids))
+      AND (reco_model.match_label IS NULL OR (
+          reco_model.match_label = 'contains'
+          AND (st_line.payment_ref ILIKE '%%' || reco_model.match_label_param || '%%'
+               OR move.narration::TEXT ILIKE '%%' || reco_model.match_label_param || '%%')
+      ))
+      AND reco_model.id IN %s
+      AND reco_model.can_be_proposed IS TRUE
+      AND reco_model.company_id = st_line.company_id
+    ORDER BY reco_model.sequence ASC, reco_model.id ASC
+    LIMIT 1
+) AS reco_model ON TRUE
+WHERE st_line.id IN %s
+""", (tuple(models.ids), tuple(lines.ids)))
+
+results = env.cr.fetchall()
+print(f'SQL results: {results}', flush=True)
+
+# Now check what the full _apply_reconcile_models method SQL has that's different
+# The key is that the method joins with model_fees and account_reconcile_model_line
+# Let me check if the model 47 has an account_reconcile_model_line with account_id set
+model47 = env['account.reconcile.model'].browse(47)
+print(f'Model 47 lines: {[(l.id, l.account_id.id, l.account_id.name) for l in model47.line_ids]}', flush=True)
+
+# Check the full method result
+print('Calling _apply_reconcile_models...', flush=True)
+lines2 = env['account.bank.statement.line'].browse([20266])  # FACEBK line
+print(f'Line 20266 before: reconciled={lines2.is_reconciled}', flush=True)
+models._apply_reconcile_models(lines2)
+env.cr.commit()
+lines2.invalidate_recordset()
+print(f'Line 20266 after: reconciled={lines2.is_reconciled}', flush=True)

docs/superpowers/specs/2026-04-03-interactive-tables-design.md

@@ -0,0 +1,96 @@
+# Interactive Tables for Fusion AI Chat
+
+**Date:** 2026-04-03
+**Module:** fusion_accounting
+**Status:** Approved for implementation
+
+## Problem
+
+AI tool results render as plain Markdown tables in the chat. Users cannot annotate, act on, or provide feedback on individual rows. For actionable reports (missing ITCs, duplicate bills, overdue invoices), users need per-row input and bulk actions.
+
+## Solution
+
+A `fusion-table` structured data block that the AI returns instead of Markdown tables for actionable results. The frontend parses these blocks and renders an interactive table widget with: AI recommendations per row, user input fields, checkboxes, and a bulk action bar.
+
+## AI Output Format
+
+The AI wraps structured data in a fenced code block with language `fusion-table`:
+
+    ```fusion-table
+    {
+      "mode": "interactive",
+      "title": "Missing ITC Bills",
+      "columns": ["Date", "Vendor", "Amount", "ITC Risk"],
+      "rows": [
+        {
+          "id": 123,
+          "cells": ["2024-01-10", "Ki Mobility LLC", "-$14,917.95", "HST ITC?"],
+          "recommendation": {"action": "dismiss", "reason": "US vendor, no HST applies"}
+        }
+      ],
+      "actions": ["dismiss", "flag", "create_rule"],
+      "source_tool": "find_missing_itc_bills"
+    }
+    ```
+
+- `mode`: `"interactive"` (full widget) or `"readonly"` (styled table, no inputs)
+- `columns`: header labels for the data columns
+- `rows[].id`: Odoo record ID (e.g., account.move ID)
+- `rows[].cells`: display values matching columns
+- `rows[].recommendation`: AI's suggested action + reasoning (optional)
+- `actions`: which bulk action buttons to show
+- `source_tool`: which tool produced this data
+
+## Frontend Components
+
+### 1. mdToHtml() Enhancement (chat_panel.js)
+
+Detect `fusion-table` fenced blocks during Markdown parsing. Extract the JSON payload and render a placeholder `<div class="fusion_interactive_table" data-table-idx="N"/>` that the OWL component will mount into.
+
+### 2. FusionInteractiveTable (new OWL component)
+
+Renders inside the chat message area. Structure:
+
+- **Header row**: Select-all checkbox + data columns + "AI Recommendation" + "Your Input"
+- **Body rows**: Per-row checkbox + data cells + recommendation badge (colour-coded: green=dismiss, amber=flag, blue=create_rule) + text input
+- **Action bar** (bottom): "Apply Recommendations", "Flag Selected", "Create Rules", "Dismiss Selected", "Submit All Notes to AI"
+
+### 3. Action Flow
+
+Button clicks collect `{rowIds, notes, action}` and call `this.props.onTableAction(payload)`. The chat panel formats this into a structured user message and sends it via the existing `/fusion_accounting/chat` endpoint:
+
+```
+[TABLE_ACTION] source=find_missing_itc_bills action=dismiss
+Rows: #123 (note: "Confirmed, no ITC needed"), #125 (note: "Need to check PO")
+```
+
+The AI processes this through its normal tool-calling flow — dismissing, flagging, creating rules, etc.
+
+## Styling
+
+All colours via Odoo CSS variables and Bootstrap utilities:
+- Dismiss badge: `bg-success-subtle` / `text-success`
+- Flag badge: `bg-warning-subtle` / `text-warning`
+- Create Rule badge: `bg-info-subtle` / `text-info`
+- Input fields: Odoo form control classes
+- Action bar: `bg-view` with `border-top`
+- No hardcoded colours — dark/light mode handled by Odoo theme
+
+## Files Changed
+
+| File | Change |
+|---|---|
+| `static/src/components/chat/chat_panel.js` | Parse fusion-table blocks in mdToHtml(), mount interactive tables, wire action handler |
+| `static/src/components/chat/chat_panel.xml` | Add template slot for interactive tables |
+| `static/src/components/chat/interactive_table.js` | New OWL component |
+| `static/src/components/chat/interactive_table.xml` | New template |
+| `static/src/scss/chat.scss` | Interactive table styles (CSS variables only) |
+| `services/prompts/system_prompt.py` | Add fusion-table format instructions to system prompt |
+
+## What Does NOT Change
+
+- Backend tools (same return data)
+- AI adapters/orchestrator
+- Tier 3 approval cards (separate flow)
+- Controller endpoints
+- Regular Markdown rendering for non-table content

docs/workflow-explorer/index.html

@@ -0,0 +1,668 @@
+<!doctype html>
+<html lang="en">
+<head>
+<meta charset="utf-8">
+<meta name="viewport" content="width=device-width,initial-scale=1">
+<title>Fusion Claims — Workflow Explorer</title>
+<script src="https://cdn.jsdelivr.net/npm/mermaid@10.9.1/dist/mermaid.min.js"></script>
+<script src="./workflows.js"></script>
+<style>
+  :root {
+    --bg: #0f1115;
+    --panel: #161a22;
+    --panel-2: #1d2330;
+    --border: #2a3040;
+    --text: #e6e9ef;
+    --muted: #8a93a8;
+    --accent: #4f8cff;
+    --accent-soft: rgba(79,140,255,.15);
+    --ok: #3fbf7f;
+    --warn: #f4b400;
+    --err: #ff5c6c;
+    --entry: #9b5de5;
+    --terminal: #5f6b80;
+  }
+  * { box-sizing: border-box; }
+  html, body { margin: 0; padding: 0; background: var(--bg); color: var(--text); font: 14px/1.5 -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, sans-serif; height: 100%; }
+  body { display: flex; min-height: 100vh; }
+  aside {
+    width: 280px; flex-shrink: 0;
+    background: var(--panel);
+    border-right: 1px solid var(--border);
+    padding: 20px 0;
+    overflow-y: auto;
+  }
+  aside h1 {
+    font-size: 13px;
+    font-weight: 600;
+    color: var(--muted);
+    text-transform: uppercase;
+    letter-spacing: .08em;
+    margin: 0 20px 12px;
+  }
+  aside .subtitle {
+    font-size: 11px;
+    color: var(--muted);
+    margin: 0 20px 20px;
+    line-height: 1.4;
+  }
+  .wf-list { list-style: none; padding: 0; margin: 0; }
+  .wf-list li {
+    padding: 12px 20px;
+    cursor: pointer;
+    border-left: 3px solid transparent;
+    display: flex;
+    justify-content: space-between;
+    align-items: center;
+    gap: 8px;
+    transition: background .15s;
+  }
+  .wf-list li:hover { background: var(--panel-2); }
+  .wf-list li.active {
+    background: var(--accent-soft);
+    border-left-color: var(--accent);
+  }
+  .wf-list li .name { font-weight: 500; }
+  .wf-list li .gap-badge {
+    font-size: 11px;
+    font-weight: 600;
+    padding: 2px 8px;
+    border-radius: 10px;
+    background: var(--err);
+    color: #fff;
+    min-width: 20px;
+    text-align: center;
+  }
+  .wf-list li .gap-badge.zero { background: var(--ok); }
+  main {
+    flex: 1;
+    padding: 32px 40px;
+    overflow-y: auto;
+    max-width: calc(100vw - 280px);
+  }
+  h2 {
+    margin: 0 0 4px;
+    font-size: 24px;
+    font-weight: 700;
+  }
+  .field-name {
+    color: var(--muted);
+    font-family: ui-monospace, SFMono-Regular, Menlo, monospace;
+    font-size: 12px;
+    margin-bottom: 20px;
+  }
+  .stats {
+    display: grid;
+    grid-template-columns: repeat(5, 1fr);
+    gap: 12px;
+    margin-bottom: 24px;
+  }
+  .stat {
+    background: var(--panel);
+    border: 1px solid var(--border);
+    border-radius: 8px;
+    padding: 14px 16px;
+  }
+  .stat .label {
+    font-size: 11px;
+    text-transform: uppercase;
+    letter-spacing: .06em;
+    color: var(--muted);
+  }
+  .stat .value {
+    font-size: 22px;
+    font-weight: 700;
+    margin-top: 4px;
+  }
+  .stat.ok .value { color: var(--ok); }
+  .stat.err .value { color: var(--err); }
+  .stat.warn .value { color: var(--warn); }
+  .tabs {
+    display: flex;
+    gap: 2px;
+    border-bottom: 1px solid var(--border);
+    margin-bottom: 20px;
+  }
+  .tabs button {
+    background: transparent;
+    border: none;
+    color: var(--muted);
+    font: inherit;
+    padding: 10px 16px;
+    cursor: pointer;
+    border-bottom: 2px solid transparent;
+    margin-bottom: -1px;
+    font-weight: 500;
+  }
+  .tabs button:hover { color: var(--text); }
+  .tabs button.active {
+    color: var(--accent);
+    border-bottom-color: var(--accent);
+  }
+  .tab-panel { display: none; }
+  .tab-panel.active { display: block; }
+
+  .mermaid-wrap {
+    background: var(--panel);
+    border: 1px solid var(--border);
+    border-radius: 8px;
+    padding: 24px;
+    overflow-x: auto;
+  }
+  .mermaid-wrap svg { max-width: 100%; height: auto; }
+
+  table {
+    width: 100%;
+    border-collapse: collapse;
+    background: var(--panel);
+    border: 1px solid var(--border);
+    border-radius: 8px;
+    overflow: hidden;
+  }
+  th, td {
+    padding: 10px 14px;
+    text-align: left;
+    border-bottom: 1px solid var(--border);
+    font-size: 13px;
+  }
+  th {
+    background: var(--panel-2);
+    font-weight: 600;
+    font-size: 11px;
+    text-transform: uppercase;
+    letter-spacing: .05em;
+    color: var(--muted);
+  }
+  tbody tr:last-child td { border-bottom: none; }
+  tbody tr:hover { background: var(--panel-2); }
+  tbody tr.has-issue td:first-child { border-left: 3px solid var(--err); }
+  code.state-key {
+    font-family: ui-monospace, SFMono-Regular, Menlo, monospace;
+    font-size: 12px;
+    background: var(--panel-2);
+    padding: 2px 6px;
+    border-radius: 4px;
+    color: var(--accent);
+  }
+  .pill {
+    display: inline-block;
+    padding: 2px 8px;
+    border-radius: 10px;
+    font-size: 11px;
+    font-weight: 600;
+    text-transform: uppercase;
+    letter-spacing: .03em;
+  }
+  .pill.ok { background: rgba(63,191,127,.2); color: var(--ok); }
+  .pill.warn { background: rgba(244,180,0,.2); color: var(--warn); }
+  .pill.err { background: rgba(255,92,108,.2); color: var(--err); }
+  .pill.entry { background: rgba(155,93,229,.2); color: var(--entry); }
+  .pill.terminal { background: rgba(95,107,128,.35); color: #c2c9d9; }
+  .count {
+    font-family: ui-monospace, SFMono-Regular, Menlo, monospace;
+    font-size: 12px;
+    color: var(--muted);
+  }
+
+  .tr-list { background: var(--panel); border: 1px solid var(--border); border-radius: 8px; padding: 8px; }
+  .tr-row {
+    display: grid;
+    grid-template-columns: 200px 30px 200px 1fr 140px;
+    gap: 12px;
+    padding: 10px 12px;
+    align-items: center;
+    border-bottom: 1px solid var(--border);
+    font-size: 13px;
+  }
+  .tr-row:last-child { border-bottom: none; }
+  .tr-row:hover { background: var(--panel-2); }
+  .tr-arrow { color: var(--muted); text-align: center; }
+  .tr-trigger { color: var(--muted); font-family: ui-monospace, monospace; font-size: 12px; word-break: break-all; }
+  .tr-trigger .file { color: #555; display: block; margin-top: 2px; }
+  .tr-kind {
+    text-align: right;
+    font-size: 11px;
+    text-transform: uppercase;
+    letter-spacing: .04em;
+  }
+  .kind-wizard { color: #4f8cff; }
+  .kind-action_method { color: #9b5de5; }
+  .kind-cron { color: #f4b400; }
+  .kind-auto_write { color: #3fbf7f; }
+  .kind-ui_button { color: #ff5c6c; }
+
+  .gaps {
+    background: var(--panel);
+    border: 1px solid var(--border);
+    border-left: 4px solid var(--err);
+    border-radius: 8px;
+    padding: 20px 24px;
+    margin-bottom: 20px;
+  }
+  .gaps.zero { border-left-color: var(--ok); }
+  .gaps h3 {
+    margin: 0 0 12px;
+    font-size: 15px;
+    display: flex;
+    align-items: center;
+    gap: 8px;
+  }
+  .gaps p { color: var(--muted); margin: 0; }
+  .gaps ul { margin: 0; padding-left: 20px; }
+  .gaps li { padding: 4px 0; font-size: 13px; }
+  .gaps li code {
+    font-family: ui-monospace, monospace;
+    background: var(--panel-2);
+    padding: 1px 5px;
+    border-radius: 3px;
+    color: var(--accent);
+    font-size: 12px;
+  }
+  .gap-kind {
+    display: inline-block;
+    font-size: 10px;
+    text-transform: uppercase;
+    font-weight: 700;
+    padding: 1px 6px;
+    border-radius: 3px;
+    margin-right: 6px;
+    letter-spacing: .05em;
+  }
+  .gap-kind.unreachable { background: rgba(244,180,0,.25); color: var(--warn); }
+  .gap-kind.dead-end { background: rgba(255,92,108,.25); color: var(--err); }
+  .gap-kind.missing-path { background: rgba(79,140,255,.25); color: var(--accent); }
+  .gap-kind.hold-loss { background: rgba(155,93,229,.25); color: var(--entry); }
+
+  .legend {
+    display: flex;
+    gap: 16px;
+    flex-wrap: wrap;
+    font-size: 12px;
+    color: var(--muted);
+    margin-bottom: 8px;
+  }
+  .legend span { display: inline-flex; align-items: center; gap: 6px; }
+  .legend .swatch { width: 10px; height: 10px; border-radius: 2px; }
+</style>
+</head>
+<body>
+<aside>
+  <h1>Fusion Claims</h1>
+  <p class="subtitle">Workflow Explorer — 5 parallel state machines on <code style="color:var(--accent)">sale.order</code>. Click a workflow to inspect.</p>
+  <ul class="wf-list" id="wf-list"></ul>
+</aside>
+<main id="main">
+  <div id="wf-content"></div>
+</main>
+
+<script>
+  // ============================================================
+  // DOM helpers — no innerHTML, all createElement / textContent
+  // ============================================================
+  function el(tag, opts, children) {
+    const node = document.createElement(tag);
+    if (opts) {
+      if (opts.class) node.className = opts.class;
+      if (opts.id) node.id = opts.id;
+      if (opts.text != null) node.textContent = opts.text;
+      if (opts.style) Object.assign(node.style, opts.style);
+      if (opts.data) Object.entries(opts.data).forEach(([k,v]) => node.dataset[k] = v);
+      if (opts.on) Object.entries(opts.on).forEach(([evt,fn]) => node.addEventListener(evt, fn));
+    }
+    if (children) {
+      (Array.isArray(children) ? children : [children]).forEach(c => {
+        if (c == null) return;
+        node.appendChild(typeof c === 'string' ? document.createTextNode(c) : c);
+      });
+    }
+    return node;
+  }
+
+  // Render a string that may contain <code>...</code> spans safely.
+  // Splits on our own markers and builds real DOM nodes.
+  function renderSafeInline(parent, text) {
+    // Only recognise <code>...</code> — everything else is literal text.
+    const parts = text.split(/(<code>[^<]*<\/code>)/);
+    parts.forEach(part => {
+      if (part.startsWith('<code>') && part.endsWith('</code>')) {
+        const codeText = part.slice(6, -7);
+        parent.appendChild(el('code', {text: codeText}));
+      } else if (part) {
+        parent.appendChild(document.createTextNode(part));
+      }
+    });
+  }
+
+  // ============================================================
+  // Gap analysis
+  // ============================================================
+  function analyseWorkflow(wf) {
+    const stateKeys = wf.states.map(s => s.key);
+    const inbound = new Map();
+    const outbound = new Map();
+    stateKeys.forEach(k => { inbound.set(k, []); outbound.set(k, []); });
+
+    wf.transitions.forEach(t => {
+      if (t.to && inbound.has(t.to)) inbound.get(t.to).push(t);
+      if (t.from && t.from !== '*' && outbound.has(t.from)) outbound.get(t.from).push(t);
+    });
+
+    const wildcardInTo = new Set();
+    wf.transitions.forEach(t => { if (t.from === '*') wildcardInTo.add(t.to); });
+
+    const terminal = new Set(wf.terminal || []);
+    const gaps = [];
+    const stateStatus = {};
+
+    stateKeys.forEach(key => {
+      const label = wf.states.find(s => s.key === key).label;
+      const isDefault = key === wf.default;
+      const isTerminal = terminal.has(key);
+      const hasInbound = inbound.get(key).length > 0 || wildcardInTo.has(key);
+      const hasOutbound = outbound.get(key).length > 0 || wf.transitions.some(t => t.from === key);
+
+      let status = 'ok';
+      const issues = [];
+
+      if (!isDefault && !hasInbound) {
+        status = 'err';
+        issues.push({kind: 'unreachable', msg: 'No code path sets this state. It will never be reached via normal workflow — only via manual DB edit or stale ORM context.'});
+      }
+      if (!isTerminal && !hasOutbound && !isDefault) {
+        status = 'err';
+        issues.push({kind: 'dead-end', msg: 'Once an order lands here, there is no action method or wizard to transition it out. Users will have to edit the record directly.'});
+      }
+
+      stateStatus[key] = {
+        status, issues, isDefault, isTerminal,
+        inbound: inbound.get(key),
+        outbound: wf.transitions.filter(t => t.from === key)
+      };
+      issues.forEach(iss => gaps.push({state: key, label, ...iss}));
+    });
+
+    // Workflow-specific heuristics
+    if (wf.field === 'x_fc_adp_application_status') {
+      if (!wf.transitions.some(t => t.to === 'rejected')) {
+        gaps.push({kind: 'missing-path', state: 'rejected', label: 'Rejected by ADP',
+          msg: 'No transition writes <code>rejected</code>. The state is declared but nothing reaches it. An ADP rejection has nowhere to land.'});
+      }
+      if (!wf.transitions.some(t => t.from === 'rejected')) {
+        gaps.push({kind: 'missing-path', state: 'rejected', label: 'Rejected by ADP',
+          msg: 'No <code>action_resubmit_from_rejected</code> exists (only <code>action_resubmit_from_withdrawn</code>). A rejected application cannot be brought back into the workflow.'});
+      }
+      if (!wf.transitions.some(t => t.to === 'denied')) {
+        gaps.push({kind: 'missing-path', state: 'denied', label: 'Application Denied',
+          msg: 'No code path sets <code>denied</code>. Declared as a selection value but has no action method to assign it.'});
+      }
+      if (!wf.transitions.some(t => t.to === 'expired')) {
+        gaps.push({kind: 'missing-path', state: 'expired', label: 'Application Expired',
+          msg: 'No cron or method sets <code>expired</code>. Declared but unreachable — the ADP expiry logic was never implemented.'});
+      }
+      if (!wf.transitions.some(t => t.to === 'cancelled')) {
+        gaps.push({kind: 'missing-path', state: 'cancelled', label: 'Cancelled',
+          msg: 'No action method writes <code>cancelled</code> on the ADP workflow.'});
+      }
+      if (!wf.transitions.some(t => t.to === 'withdrawn')) {
+        gaps.push({kind: 'missing-path', state: 'withdrawn', label: 'Withdrawn',
+          msg: '<code>action_resubmit_from_withdrawn</code> exists (line 3667) but no method WRITES <code>withdrawn</code> in the first place. Dead end on entry.'});
+      }
+      if (!wf.transitions.some(t => t.to === 'needs_correction')) {
+        gaps.push({kind: 'missing-path', state: 'needs_correction', label: 'Needs Correction',
+          msg: 'The write() override at line 6017 handles <code>needs_correction</code> document-clearing logic, but no code path sets the state TO <code>needs_correction</code>. Only reachable via manual edit.'});
+      }
+    }
+
+    if (wf.field === 'x_fc_mod_status') {
+      if (!wf.transitions.some(t => t.from === 'funding_denied')) {
+        gaps.push({kind: 'dead-end', state: 'funding_denied', label: 'Denied',
+          msg: 'No way to revive a denied MOD case. No resubmit, no cancellation path. Once denied, the order is stuck unless someone edits <code>x_fc_mod_status</code> directly.'});
+      }
+    }
+
+    if (['x_fc_sa_status', 'x_fc_odsp_std_status', 'x_fc_ow_status'].includes(wf.field)) {
+      const resume = wf.transitions.find(t => t.from === 'on_hold');
+      if (resume && resume.to === 'quotation') {
+        gaps.push({kind: 'hold-loss', state: 'on_hold', label: 'On Hold',
+          msg: '<code>action_odsp_resume</code> always resumes to <code>quotation</code>, losing all progress regardless of where the order was put on hold. An order held at <code>ready_delivery</code> is reset to the start.'});
+      }
+      if (!wf.transitions.some(t => t.from === 'denied')) {
+        gaps.push({kind: 'dead-end', state: 'denied', label: 'Denied',
+          msg: 'No path out of <code>denied</code>. Once set, the case is stuck.'});
+      }
+    }
+
+    return {gaps, stateStatus};
+  }
+
+  // ============================================================
+  // Mermaid flowchart builder — produces plain text, Mermaid parses it.
+  // ============================================================
+  function buildMermaid(wf, stateStatus) {
+    const lines = ['flowchart LR'];
+    wf.states.forEach(s => {
+      const st = stateStatus[s.key];
+      const safeLabel = s.label.replace(/"/g, '&quot;');
+      const shape = st.isTerminal ? `(("${safeLabel}"))` :
+                    st.isDefault ? `(["${safeLabel}"])` :
+                    `["${safeLabel}"]`;
+      lines.push(`  ${s.key}${shape}`);
+    });
+    const seen = new Set();
+    wf.transitions.forEach(t => {
+      if (t.from === '*') return;
+      const key = `${t.from}->${t.to}`;
+      if (seen.has(key)) return;
+      seen.add(key);
+      lines.push(`  ${t.from} --> ${t.to}`);
+    });
+    wf.states.forEach(s => {
+      const st = stateStatus[s.key];
+      let cls = 'ok';
+      if (st.status === 'err') {
+        if (st.issues.some(i => i.kind === 'unreachable')) cls = 'unreachable';
+        else cls = 'deadend';
+      } else if (st.isDefault) cls = 'entry';
+      else if (st.isTerminal) cls = 'terminal';
+      lines.push(`  class ${s.key} ${cls}`);
+    });
+    lines.push('  classDef ok fill:#1d2330,stroke:#3fbf7f,color:#e6e9ef,stroke-width:1.5px');
+    lines.push('  classDef entry fill:#2b1d40,stroke:#9b5de5,color:#e6e9ef,stroke-width:2.5px');
+    lines.push('  classDef terminal fill:#1a2030,stroke:#5f6b80,color:#c2c9d9,stroke-width:1.5px');
+    lines.push('  classDef unreachable fill:#2a2418,stroke:#f4b400,color:#f4b400,stroke-width:2px,stroke-dasharray:5 3');
+    lines.push('  classDef deadend fill:#2a1820,stroke:#ff5c6c,color:#ff5c6c,stroke-width:2px');
+    return lines.join('\n');
+  }
+
+  // ============================================================
+  // Renderer — DOM-based, no innerHTML
+  // ============================================================
+  const wfData = window.WORKFLOWS_DATA;
+  const wfKeys = Object.keys(wfData);
+  let activeWf = wfKeys[0];
+  let activeTab = 'flow';
+
+  function renderSidebar() {
+    const list = document.getElementById('wf-list');
+    while (list.firstChild) list.removeChild(list.firstChild);
+    wfKeys.forEach(k => {
+      const wf = wfData[k];
+      const {gaps} = analyseWorkflow(wf);
+      const li = el('li', {
+        class: k === activeWf ? 'active' : '',
+        on: {click: () => { activeWf = k; activeTab = 'flow'; renderSidebar(); renderContent(); }}
+      }, [
+        el('span', {class: 'name', text: wf.label}),
+        el('span', {class: 'gap-badge' + (gaps.length === 0 ? ' zero' : ''), text: String(gaps.length)})
+      ]);
+      list.appendChild(li);
+    });
+  }
+
+  function makeStat(label, value, cls) {
+    return el('div', {class: 'stat' + (cls ? ' ' + cls : '')}, [
+      el('div', {class: 'label', text: label}),
+      el('div', {class: 'value', text: String(value)})
+    ]);
+  }
+
+  function makeGapListItem(g) {
+    const li = el('li');
+    const kind = el('span', {class: 'gap-kind ' + g.kind, text: g.kind.replace('-', ' ')});
+    li.appendChild(kind);
+    const strong = el('strong', {text: g.label});
+    li.appendChild(strong);
+    li.appendChild(document.createTextNode(' — '));
+    renderSafeInline(li, g.msg);
+    return li;
+  }
+
+  function renderContent() {
+    const wf = wfData[activeWf];
+    const {gaps, stateStatus} = analyseWorkflow(wf);
+    const container = document.getElementById('wf-content');
+    while (container.firstChild) container.removeChild(container.firstChild);
+
+    const wizardCount = wf.transitions.filter(t => t.kind === 'wizard').length;
+    const cronCount = wf.transitions.filter(t => t.kind === 'cron').length;
+    const autoCount = wf.transitions.filter(t => t.kind === 'auto_write').length;
+
+    container.appendChild(el('h2', {text: wf.label}));
+    const fn = el('div', {class: 'field-name'});
+    fn.appendChild(document.createTextNode(wf.field + '  ·  default: '));
+    fn.appendChild(el('code', {text: wf.default}));
+    container.appendChild(fn);
+
+    const stats = el('div', {class: 'stats'}, [
+      makeStat('States', wf.states.length),
+      makeStat('Transitions', wf.transitions.length),
+      makeStat('Gaps', gaps.length, gaps.length === 0 ? 'ok' : 'err'),
+      makeStat('Wizards', wizardCount),
+      makeStat('Crons / Auto', cronCount + autoCount)
+    ]);
+    container.appendChild(stats);
+
+    // Gaps panel
+    const gapsBox = el('div', {class: 'gaps' + (gaps.length === 0 ? ' zero' : '')});
+    gapsBox.appendChild(el('h3', {text: gaps.length === 0
+      ? '\u2713 No gaps detected'
+      : '\u26A0 ' + gaps.length + ' gap' + (gaps.length === 1 ? '' : 's') + ' detected'}));
+    if (gaps.length === 0) {
+      gapsBox.appendChild(el('p', {text: 'This workflow has full coverage: every declared state is reachable, every non-terminal state has an exit, and all transitions are backed by code paths.'}));
+    } else {
+      const ul = el('ul');
+      gaps.forEach(g => ul.appendChild(makeGapListItem(g)));
+      gapsBox.appendChild(ul);
+    }
+    container.appendChild(gapsBox);
+
+    // Tabs
+    const tabs = el('div', {class: 'tabs'});
+    const tabDefs = [
+      {key: 'flow', label: 'Flowchart'},
+      {key: 'states', label: 'States (' + wf.states.length + ')'},
+      {key: 'transitions', label: 'Transitions (' + wf.transitions.length + ')'}
+    ];
+    tabDefs.forEach(t => {
+      tabs.appendChild(el('button', {
+        class: activeTab === t.key ? 'active' : '',
+        text: t.label,
+        on: {click: () => { activeTab = t.key; renderContent(); }}
+      }));
+    });
+    container.appendChild(tabs);
+
+    // Flow tab
+    if (activeTab === 'flow') {
+      const legend = el('div', {class: 'legend'}, [
+        el('span', null, [el('span', {class: 'swatch', style: {background: '#9b5de5'}}), 'Entry state']),
+        el('span', null, [el('span', {class: 'swatch', style: {background: '#3fbf7f'}}), 'Healthy']),
+        el('span', null, [el('span', {class: 'swatch', style: {background: '#f4b400'}}), 'Unreachable']),
+        el('span', null, [el('span', {class: 'swatch', style: {background: '#ff5c6c'}}), 'Dead-end']),
+        el('span', null, [el('span', {class: 'swatch', style: {background: '#5f6b80'}}), 'Terminal'])
+      ]);
+      container.appendChild(legend);
+      const wrap = el('div', {class: 'mermaid-wrap'});
+      const mm = el('div', {class: 'mermaid', id: 'mermaid-' + activeWf});
+      mm.textContent = buildMermaid(wf, stateStatus);
+      wrap.appendChild(mm);
+      container.appendChild(wrap);
+
+      // Render mermaid async
+      mermaid.initialize({startOnLoad: false, theme: 'base', securityLevel: 'strict', themeVariables: {
+        background: '#161a22', primaryColor: '#1d2330', primaryTextColor: '#e6e9ef',
+        primaryBorderColor: '#3fbf7f', lineColor: '#4f8cff'
+      }});
+      const src = mm.textContent;
+      const renderId = 'mm-svg-' + activeWf + '-' + Date.now();
+      mermaid.render(renderId, src).then(result => {
+        while (mm.firstChild) mm.removeChild(mm.firstChild);
+        // mermaid.render returns an SVG string — parse via DOMParser, no innerHTML
+        const doc = new DOMParser().parseFromString(result.svg, 'image/svg+xml');
+        const svgNode = doc.documentElement;
+        mm.appendChild(document.importNode(svgNode, true));
+      }).catch(err => {
+        while (mm.firstChild) mm.removeChild(mm.firstChild);
+        const pre = el('pre', {style: {color: 'var(--err)', whiteSpace: 'pre-wrap'}});
+        pre.textContent = 'Mermaid error: ' + err.message + '\n\n' + src;
+        mm.appendChild(pre);
+      });
+    }
+
+    // States tab
+    if (activeTab === 'states') {
+      const table = el('table');
+      const thead = el('thead');
+      const headRow = el('tr');
+      ['State', 'Key', 'Status', 'In', 'Out'].forEach(h => headRow.appendChild(el('th', {text: h})));
+      thead.appendChild(headRow);
+      table.appendChild(thead);
+      const tbody = el('tbody');
+      wf.states.forEach(s => {
+        const st = stateStatus[s.key];
+        let pillClass = 'ok', pillLabel = 'Healthy';
+        if (st.isDefault) { pillClass = 'entry'; pillLabel = 'Entry'; }
+        else if (st.isTerminal) { pillClass = 'terminal'; pillLabel = 'Terminal'; }
+        if (st.status === 'err') {
+          if (st.issues.some(i => i.kind === 'unreachable')) { pillClass = 'warn'; pillLabel = 'Unreachable'; }
+          else { pillClass = 'err'; pillLabel = 'Dead-end'; }
+        }
+        const tr = el('tr', {class: st.status === 'err' ? 'has-issue' : ''});
+        tr.appendChild(el('td', null, [el('strong', {text: s.label})]));
+        tr.appendChild(el('td', null, [el('code', {class: 'state-key', text: s.key})]));
+        tr.appendChild(el('td', null, [el('span', {class: 'pill ' + pillClass, text: pillLabel})]));
+        tr.appendChild(el('td', {class: 'count', text: String(st.inbound.length)}));
+        tr.appendChild(el('td', {class: 'count', text: String(st.outbound.length)}));
+        tbody.appendChild(tr);
+      });
+      table.appendChild(tbody);
+      container.appendChild(table);
+    }
+
+    // Transitions tab
+    if (activeTab === 'transitions') {
+      const list = el('div', {class: 'tr-list'});
+      wf.transitions.forEach(t => {
+        const row = el('div', {class: 'tr-row'});
+        row.appendChild(el('div', null, [el('code', {class: 'state-key', text: t.from})]));
+        row.appendChild(el('div', {class: 'tr-arrow', text: '\u2192'}));
+        row.appendChild(el('div', null, [el('code', {class: 'state-key', text: t.to})]));
+        const trig = el('div', {class: 'tr-trigger'});
+        trig.appendChild(document.createTextNode(t.trigger));
+        const fileLine = el('span', {class: 'file', text: t.file + (t.line ? ':' + t.line : '')});
+        trig.appendChild(fileLine);
+        row.appendChild(trig);
+        const kind = el('div', {class: 'tr-kind'});
+        kind.appendChild(el('span', {class: 'kind-' + t.kind, text: t.kind.replace('_', ' ')}));
+        row.appendChild(kind);
+        list.appendChild(row);
+      });
+      container.appendChild(list);
+    }
+  }
+
+  renderSidebar();
+  renderContent();
+</script>
+</body>
+</html>

docs/workflow-explorer/workflows.js

@@ -0,0 +1,197 @@
+// Workflow data extracted from fusion_claims/models/sale_order.py and wizard/*.py
+// Generated 2026-04-08. If the code changes, regenerate this file.
+
+window.WORKFLOWS_DATA = {
+  "adp_application": {
+    "field": "x_fc_adp_application_status",
+    "label": "ADP Application",
+    "default": "quotation",
+    "terminal": ["case_closed", "cancelled"],
+    "states": [
+      {"key": "quotation", "label": "Quotation Stage"},
+      {"key": "assessment_scheduled", "label": "Assessment Scheduled"},
+      {"key": "assessment_completed", "label": "Assessment Completed"},
+      {"key": "waiting_for_application", "label": "Waiting for Application"},
+      {"key": "application_received", "label": "Application Received"},
+      {"key": "ready_submission", "label": "Ready for Submission"},
+      {"key": "submitted", "label": "Application Submitted"},
+      {"key": "accepted", "label": "Accepted by ADP"},
+      {"key": "rejected", "label": "Rejected by ADP"},
+      {"key": "resubmitted", "label": "Application Resubmitted"},
+      {"key": "needs_correction", "label": "Needs Correction"},
+      {"key": "approved", "label": "Application Approved"},
+      {"key": "approved_deduction", "label": "Approved with Deduction"},
+      {"key": "ready_delivery", "label": "Ready for Delivery"},
+      {"key": "denied", "label": "Application Denied"},
+      {"key": "withdrawn", "label": "Application Withdrawn"},
+      {"key": "ready_bill", "label": "Ready to Bill"},
+      {"key": "billed", "label": "Billed to ADP"},
+      {"key": "case_closed", "label": "Case Closed"},
+      {"key": "on_hold", "label": "On Hold"},
+      {"key": "cancelled", "label": "Cancelled"},
+      {"key": "expired", "label": "Application Expired"}
+    ],
+    "transitions": [
+      {"from": "quotation", "to": "assessment_scheduled", "trigger": "schedule_assessment_wizard.action_schedule", "file": "wizard/schedule_assessment_wizard.py", "line": 118, "kind": "wizard"},
+      {"from": "assessment_scheduled", "to": "assessment_completed", "trigger": "assessment_completed_wizard.action_confirm", "file": "wizard/assessment_completed_wizard.py", "line": 105, "kind": "wizard"},
+      {"from": "assessment_completed", "to": "waiting_for_application", "trigger": "auto-transition on status_email write()", "file": "models/sale_order.py", "line": 6017, "kind": "auto_write"},
+      {"from": "assessment_completed", "to": "application_received", "trigger": "application_received_wizard.action_confirm", "file": "wizard/application_received_wizard.py", "line": 136, "kind": "wizard"},
+      {"from": "waiting_for_application", "to": "application_received", "trigger": "application_received_wizard.action_confirm", "file": "wizard/application_received_wizard.py", "line": 136, "kind": "wizard"},
+      {"from": "application_received", "to": "ready_submission", "trigger": "ready_for_submission_wizard.action_confirm", "file": "wizard/ready_for_submission_wizard.py", "line": 159, "kind": "wizard"},
+      {"from": "ready_submission", "to": "submitted", "trigger": "submission_verification_wizard.action_confirm_submission", "file": "wizard/submission_verification_wizard.py", "line": 288, "kind": "wizard"},
+      {"from": "needs_correction", "to": "resubmitted", "trigger": "submission_verification_wizard.action_confirm_submission", "file": "wizard/submission_verification_wizard.py", "line": 288, "kind": "wizard"},
+      {"from": "submitted", "to": "accepted", "trigger": "action_mark_accepted", "file": "models/sale_order.py", "line": 3563, "kind": "action_method"},
+      {"from": "resubmitted", "to": "accepted", "trigger": "action_mark_accepted", "file": "models/sale_order.py", "line": 3563, "kind": "action_method"},
+      {"from": "submitted", "to": "approved", "trigger": "device_approval_wizard.action_confirm", "file": "wizard/device_approval_wizard.py", "line": 290, "kind": "wizard"},
+      {"from": "resubmitted", "to": "approved", "trigger": "device_approval_wizard.action_confirm", "file": "wizard/device_approval_wizard.py", "line": 290, "kind": "wizard"},
+      {"from": "accepted", "to": "approved", "trigger": "device_approval_wizard.action_confirm", "file": "wizard/device_approval_wizard.py", "line": 290, "kind": "wizard"},
+      {"from": "submitted", "to": "approved_deduction", "trigger": "device_approval_wizard.action_confirm", "file": "wizard/device_approval_wizard.py", "line": 290, "kind": "wizard"},
+      {"from": "resubmitted", "to": "approved_deduction", "trigger": "device_approval_wizard.action_confirm", "file": "wizard/device_approval_wizard.py", "line": 290, "kind": "wizard"},
+      {"from": "accepted", "to": "approved_deduction", "trigger": "device_approval_wizard.action_confirm", "file": "wizard/device_approval_wizard.py", "line": 290, "kind": "wizard"},
+      {"from": "approved", "to": "ready_delivery", "trigger": "ready_for_delivery_wizard.action_confirm", "file": "wizard/ready_for_delivery_wizard.py", "line": 108, "kind": "wizard"},
+      {"from": "approved_deduction", "to": "ready_delivery", "trigger": "ready_for_delivery_wizard.action_confirm", "file": "wizard/ready_for_delivery_wizard.py", "line": 108, "kind": "wizard"},
+      {"from": "*", "to": "ready_delivery", "trigger": "technician_task complete", "file": "models/technician_task.py", "line": 228, "kind": "auto_write"},
+      {"from": "ready_delivery", "to": "approved", "trigger": "technician_task cancel", "file": "models/technician_task.py", "line": 327, "kind": "auto_write"},
+      {"from": "ready_delivery", "to": "ready_bill", "trigger": "ready_to_bill_wizard.action_confirm", "file": "wizard/ready_to_bill_wizard.py", "line": null, "kind": "wizard"},
+      {"from": "ready_bill", "to": "billed", "trigger": "adp_export_wizard.action_export", "file": "wizard/adp_export_wizard.py", "line": null, "kind": "wizard"},
+      {"from": "billed", "to": "case_closed", "trigger": "_cron_auto_close_billed_cases", "file": "models/sale_order.py", "line": 6852, "kind": "cron"},
+      {"from": "withdrawn", "to": "ready_submission", "trigger": "action_resubmit_from_withdrawn", "file": "models/sale_order.py", "line": 3667, "kind": "action_method"}
+    ]
+  },
+  "mod": {
+    "field": "x_fc_mod_status",
+    "label": "March of Dimes",
+    "default": "need_to_schedule",
+    "terminal": ["case_closed", "cancelled"],
+    "states": [
+      {"key": "need_to_schedule", "label": "Schedule Assessment"},
+      {"key": "assessment_scheduled", "label": "Assessment Booked"},
+      {"key": "assessment_completed", "label": "Assessment Done"},
+      {"key": "processing_drawings", "label": "Processing Drawing"},
+      {"key": "quote_submitted", "label": "Quote Sent"},
+      {"key": "awaiting_funding", "label": "Awaiting Funding"},
+      {"key": "funding_approved", "label": "Approved"},
+      {"key": "funding_denied", "label": "Denied"},
+      {"key": "contract_received", "label": "PCA Received"},
+      {"key": "in_production", "label": "In Production"},
+      {"key": "project_complete", "label": "Complete"},
+      {"key": "pod_submitted", "label": "POD Sent"},
+      {"key": "case_closed", "label": "Closed"},
+      {"key": "on_hold", "label": "On Hold"},
+      {"key": "cancelled", "label": "Cancelled"}
+    ],
+    "transitions": [
+      {"from": "need_to_schedule", "to": "assessment_scheduled", "trigger": "action_mod_schedule_assessment", "file": "models/sale_order.py", "line": 7018, "kind": "action_method"},
+      {"from": "assessment_scheduled", "to": "assessment_completed", "trigger": "action_mod_complete_assessment", "file": "models/sale_order.py", "line": 7025, "kind": "action_method"},
+      {"from": "assessment_completed", "to": "processing_drawings", "trigger": "action_mod_processing_drawing", "file": "models/sale_order.py", "line": 7035, "kind": "action_method"},
+      {"from": "processing_drawings", "to": "quote_submitted", "trigger": "send_to_mod_wizard.action_send (quote)", "file": "wizard/send_to_mod_wizard.py", "line": 203, "kind": "wizard"},
+      {"from": "quote_submitted", "to": "awaiting_funding", "trigger": "mod_awaiting_funding_wizard.action_confirm", "file": "wizard/mod_awaiting_funding_wizard.py", "line": 34, "kind": "wizard"},
+      {"from": "awaiting_funding", "to": "funding_approved", "trigger": "mod_funding_approved_wizard.action_confirm", "file": "wizard/mod_funding_approved_wizard.py", "line": 48, "kind": "wizard"},
+      {"from": "awaiting_funding", "to": "funding_denied", "trigger": "action_mod_funding_denied", "file": "models/sale_order.py", "line": 7076, "kind": "action_method"},
+      {"from": "funding_approved", "to": "contract_received", "trigger": "mod_pca_received_wizard.action_confirm", "file": "wizard/mod_pca_received_wizard.py", "line": 143, "kind": "wizard"},
+      {"from": "contract_received", "to": "in_production", "trigger": "action_mod_in_production", "file": "models/sale_order.py", "line": 7093, "kind": "action_method"},
+      {"from": "in_production", "to": "project_complete", "trigger": "action_mod_project_complete", "file": "models/sale_order.py", "line": 7100, "kind": "action_method"},
+      {"from": "project_complete", "to": "pod_submitted", "trigger": "send_to_mod_wizard.action_send (pod)", "file": "wizard/send_to_mod_wizard.py", "line": 221, "kind": "wizard"},
+      {"from": "pod_submitted", "to": "case_closed", "trigger": "action_mod_close_case", "file": "models/sale_order.py", "line": 7123, "kind": "action_method"},
+      {"from": "*", "to": "on_hold", "trigger": "action_mod_on_hold", "file": "models/sale_order.py", "line": 7129, "kind": "action_method"},
+      {"from": "on_hold", "to": "in_production", "trigger": "action_mod_resume", "file": "models/sale_order.py", "line": 7134, "kind": "action_method"},
+      {"from": "*", "to": "cancelled", "trigger": "action_cancel", "file": "models/sale_order.py", "line": 7142, "kind": "action_method"}
+    ]
+  },
+  "sa_mobility": {
+    "field": "x_fc_sa_status",
+    "label": "SA Mobility",
+    "default": "quotation",
+    "terminal": ["case_closed", "cancelled"],
+    "states": [
+      {"key": "quotation", "label": "Quotation"},
+      {"key": "form_ready", "label": "SA Form Ready"},
+      {"key": "submitted_to_sa", "label": "Submitted to SA Mobility"},
+      {"key": "pre_approved", "label": "Pre-Approved"},
+      {"key": "ready_delivery", "label": "Ready for Delivery"},
+      {"key": "delivered", "label": "Delivered"},
+      {"key": "pod_submitted", "label": "POD Submitted"},
+      {"key": "payment_received", "label": "Payment Received"},
+      {"key": "case_closed", "label": "Case Closed"},
+      {"key": "on_hold", "label": "On Hold"},
+      {"key": "cancelled", "label": "Cancelled"},
+      {"key": "denied", "label": "Denied"}
+    ],
+    "transitions": [
+      {"from": "quotation", "to": "form_ready", "trigger": "odsp_sa_mobility_wizard.action_confirm", "file": "wizard/odsp_sa_mobility_wizard.py", "line": null, "kind": "wizard"},
+      {"from": "form_ready", "to": "submitted_to_sa", "trigger": "odsp_submit_to_odsp_wizard.action_confirm", "file": "wizard/odsp_submit_to_odsp_wizard.py", "line": 105, "kind": "wizard"},
+      {"from": "submitted_to_sa", "to": "pre_approved", "trigger": "odsp_pre_approved_wizard.action_confirm", "file": "wizard/odsp_pre_approved_wizard.py", "line": 68, "kind": "wizard"},
+      {"from": "pre_approved", "to": "ready_delivery", "trigger": "odsp_ready_delivery_wizard.action_confirm", "file": "wizard/odsp_ready_delivery_wizard.py", "line": 170, "kind": "wizard"},
+      {"from": "ready_delivery", "to": "delivered", "trigger": "_odsp_advance_status('delivered')", "file": "models/sale_order.py", "line": 1212, "kind": "auto_write"},
+      {"from": "delivered", "to": "pod_submitted", "trigger": "_odsp_advance_status('pod_submitted')", "file": "models/sale_order.py", "line": 1225, "kind": "auto_write"},
+      {"from": "pod_submitted", "to": "payment_received", "trigger": "invoice payment posted", "file": "models/account_move.py", "line": 59, "kind": "auto_write"},
+      {"from": "payment_received", "to": "case_closed", "trigger": "_cron_auto_close_odsp_paid_cases", "file": "models/sale_order.py", "line": 6899, "kind": "cron"},
+      {"from": "*", "to": "on_hold", "trigger": "action_odsp_on_hold", "file": "models/sale_order.py", "line": 1396, "kind": "action_method"},
+      {"from": "on_hold", "to": "quotation", "trigger": "action_odsp_resume", "file": "models/sale_order.py", "line": 1401, "kind": "action_method"},
+      {"from": "*", "to": "denied", "trigger": "action_odsp_denied", "file": "models/sale_order.py", "line": 1405, "kind": "action_method"},
+      {"from": "*", "to": "cancelled", "trigger": "action_cancel", "file": "models/sale_order.py", "line": 1141, "kind": "action_method"}
+    ]
+  },
+  "odsp_standard": {
+    "field": "x_fc_odsp_std_status",
+    "label": "ODSP Standard",
+    "default": "quotation",
+    "terminal": ["case_closed", "cancelled"],
+    "states": [
+      {"key": "quotation", "label": "Quotation"},
+      {"key": "submitted_to_odsp", "label": "Submitted to ODSP"},
+      {"key": "pre_approved", "label": "Pre-Approved"},
+      {"key": "ready_delivery", "label": "Ready for Delivery"},
+      {"key": "delivered", "label": "Delivered"},
+      {"key": "pod_submitted", "label": "POD Submitted"},
+      {"key": "payment_received", "label": "Payment Received"},
+      {"key": "case_closed", "label": "Case Closed"},
+      {"key": "on_hold", "label": "On Hold"},
+      {"key": "cancelled", "label": "Cancelled"},
+      {"key": "denied", "label": "Denied"}
+    ],
+    "transitions": [
+      {"from": "quotation", "to": "submitted_to_odsp", "trigger": "odsp_submit_to_odsp_wizard.action_confirm", "file": "wizard/odsp_submit_to_odsp_wizard.py", "line": 105, "kind": "wizard"},
+      {"from": "submitted_to_odsp", "to": "pre_approved", "trigger": "odsp_pre_approved_wizard.action_confirm", "file": "wizard/odsp_pre_approved_wizard.py", "line": 68, "kind": "wizard"},
+      {"from": "pre_approved", "to": "ready_delivery", "trigger": "odsp_ready_delivery_wizard.action_confirm", "file": "wizard/odsp_ready_delivery_wizard.py", "line": 170, "kind": "wizard"},
+      {"from": "ready_delivery", "to": "delivered", "trigger": "_odsp_advance_status('delivered')", "file": "models/sale_order.py", "line": 1215, "kind": "auto_write"},
+      {"from": "delivered", "to": "pod_submitted", "trigger": "_odsp_advance_status('pod_submitted')", "file": "models/sale_order.py", "line": 1225, "kind": "auto_write"},
+      {"from": "pod_submitted", "to": "payment_received", "trigger": "invoice payment posted", "file": "models/account_move.py", "line": 59, "kind": "auto_write"},
+      {"from": "payment_received", "to": "case_closed", "trigger": "_cron_auto_close_odsp_paid_cases", "file": "models/sale_order.py", "line": 6899, "kind": "cron"},
+      {"from": "*", "to": "on_hold", "trigger": "action_odsp_on_hold", "file": "models/sale_order.py", "line": 1396, "kind": "action_method"},
+      {"from": "on_hold", "to": "quotation", "trigger": "action_odsp_resume", "file": "models/sale_order.py", "line": 1401, "kind": "action_method"},
+      {"from": "*", "to": "denied", "trigger": "action_odsp_denied", "file": "models/sale_order.py", "line": 1405, "kind": "action_method"},
+      {"from": "*", "to": "cancelled", "trigger": "action_cancel", "file": "models/sale_order.py", "line": 1141, "kind": "action_method"}
+    ]
+  },
+  "ontario_works": {
+    "field": "x_fc_ow_status",
+    "label": "Ontario Works",
+    "default": "quotation",
+    "terminal": ["case_closed", "cancelled"],
+    "states": [
+      {"key": "quotation", "label": "Quotation"},
+      {"key": "documents_ready", "label": "Documents Ready"},
+      {"key": "submitted_to_ow", "label": "Submitted to Ontario Works"},
+      {"key": "payment_received", "label": "Payment Received"},
+      {"key": "ready_delivery", "label": "Ready for Delivery"},
+      {"key": "delivered", "label": "Delivered"},
+      {"key": "case_closed", "label": "Case Closed"},
+      {"key": "on_hold", "label": "On Hold"},
+      {"key": "cancelled", "label": "Cancelled"},
+      {"key": "denied", "label": "Denied"}
+    ],
+    "transitions": [
+      {"from": "quotation", "to": "documents_ready", "trigger": "odsp_discretionary_wizard.action_confirm (docs)", "file": "wizard/odsp_discretionary_wizard.py", "line": 245, "kind": "wizard"},
+      {"from": "documents_ready", "to": "submitted_to_ow", "trigger": "odsp_discretionary_wizard.action_confirm (submit)", "file": "wizard/odsp_discretionary_wizard.py", "line": 260, "kind": "wizard"},
+      {"from": "submitted_to_ow", "to": "payment_received", "trigger": "invoice payment posted", "file": "models/account_move.py", "line": 59, "kind": "auto_write"},
+      {"from": "payment_received", "to": "ready_delivery", "trigger": "odsp_ready_delivery_wizard.action_confirm", "file": "wizard/odsp_ready_delivery_wizard.py", "line": 170, "kind": "wizard"},
+      {"from": "ready_delivery", "to": "delivered", "trigger": "_odsp_advance_status('delivered')", "file": "models/sale_order.py", "line": 1217, "kind": "auto_write"},
+      {"from": "delivered", "to": "case_closed", "trigger": "_cron_auto_close_odsp_paid_cases", "file": "models/sale_order.py", "line": 6899, "kind": "cron"},
+      {"from": "*", "to": "on_hold", "trigger": "action_odsp_on_hold", "file": "models/sale_order.py", "line": 1396, "kind": "action_method"},
+      {"from": "on_hold", "to": "quotation", "trigger": "action_odsp_resume", "file": "models/sale_order.py", "line": 1401, "kind": "action_method"},
+      {"from": "*", "to": "denied", "trigger": "action_odsp_denied", "file": "models/sale_order.py", "line": 1405, "kind": "action_method"},
+      {"from": "*", "to": "cancelled", "trigger": "action_cancel", "file": "models/sale_order.py", "line": 1141, "kind": "action_method"}
+    ]
+  }
+};

fix_elavon.py

@@ -0,0 +1,145 @@
+import logging
+_logger = logging.getLogger('fix_elavon')
+
+AML = env['account.move.line'].sudo()
+BSL = env['account.bank.statement.line'].sudo()
+
+# ============================================================
+# PART 1: Fix 144 incoming Elavon payments (Bank Charges -> Outstanding Receipts)
+# ============================================================
+print('=== PART 1: Fix incoming Elavon payments ===', flush=True)
+
+incoming_bad_amls = AML.search([
+    ('account_id', '=', 499),  # Bank Charges
+    ('statement_line_id', '!=', False),
+    ('statement_line_id.payment_ref', 'ilike', 'elavon'),
+    ('credit', '>', 0),  # Credit to Bank Charges = incoming payment writeoff
+])
+
+# Filter to only those where the statement line amount > 0 (incoming)
+incoming_ids = []
+for aml in incoming_bad_amls:
+    if aml.statement_line_id.amount > 0:
+        incoming_ids.append(aml.id)
+
+print(f'Found {len(incoming_ids)} incoming Elavon writeoff lines to fix', flush=True)
+
+if incoming_ids:
+    # Direct SQL update - change account from 499 to 493
+    env.cr.execute("""
+        UPDATE account_move_line
+        SET account_id = 493
+        WHERE id IN %s
+    """, (tuple(incoming_ids),))
+    env.cr.commit()
+    print(f'Changed {len(incoming_ids)} lines: Bank Charges (499) -> Outstanding Receipts (493)', flush=True)
+
+# ============================================================
+# PART 2: Fix 6 round-number refund Business PADs
+# ============================================================
+print('\n=== PART 2: Fix round-number customer refunds ===', flush=True)
+
+refund_bad_amls = AML.search([
+    ('account_id', '=', 499),  # Bank Charges
+    ('statement_line_id', '!=', False),
+    ('statement_line_id.payment_ref', 'ilike', 'elavon'),
+    ('debit', '>', 0),  # Debit to Bank Charges = outgoing writeoff
+])
+
+refund_ids = []
+for aml in refund_bad_amls:
+    st_line = aml.statement_line_id
+    if st_line.amount < 0 and st_line.amount == round(st_line.amount, 0):
+        refund_ids.append(aml.id)
+        print(f'  Refund: line {st_line.id}, ${st_line.amount}, {st_line.move_id.date}', flush=True)
+
+print(f'Found {len(refund_ids)} round-number refund lines to fix', flush=True)
+
+if refund_ids:
+    env.cr.execute("""
+        UPDATE account_move_line
+        SET account_id = 493
+        WHERE id IN %s
+    """, (tuple(refund_ids),))
+    env.cr.commit()
+    print(f'Changed {len(refund_ids)} lines: Bank Charges (499) -> Outstanding Receipts (493)', flush=True)
+
+# ============================================================
+# PART 3: Fix reconcile model 96 - should ONLY match fees (Business PAD)
+# and create new model for incoming Elavon payments
+# ============================================================
+print('\n=== PART 3: Update reconcile models ===', flush=True)
+
+# Model 96 currently matches "Elavon Mrch Svc" which catches EVERYTHING
+# Change it to only match "Business PAD" (the fees)
+model96 = env['account.reconcile.model'].sudo().browse(96)
+print(f'Model 96 before: match="{model96.match_label_param}", account={model96.line_ids.account_id.name}', flush=True)
+
+model96.write({'match_label_param': 'Business PAD'})
+# Keep account 499 (Bank Charges) for the fees - that's correct
+print(f'Model 96 after: match="{model96.match_label_param}" (now only matches fees)', flush=True)
+
+# Model 85 matches "MRCH" which also catches Elavon payments on RBC Chequing
+# Leave it for now - those are the RBC monthly MRCH fee lines, different pattern
+
+# Create new model for incoming Elavon payments -> Outstanding Receipts (493)
+existing = env['account.reconcile.model'].sudo().search([
+    ('match_label_param', '=', 'Elavon Mrch Svc : Miscellaneous'),
+])
+if not existing:
+    new_model = env['account.reconcile.model'].sudo().create({
+        'name': 'Elavon Customer Payment Deposit',
+        'sequence': 55,
+        'company_id': 1,
+        'trigger': 'auto_reconcile',
+        'match_label': 'contains',
+        'match_label_param': 'Elavon Mrch Svc : Miscellaneous',
+        'can_be_proposed': True,
+    })
+    new_line = env['account.reconcile.model.line'].sudo().create({
+        'model_id': new_model.id,
+        'company_id': 1,
+        'sequence': 10,
+        'account_id': 493,  # Outstanding Receipts
+        'amount_type': 'percentage',
+        'amount': 100,
+        'amount_string': '100',
+        'label': 'Elavon Visa Terminal Customer Payment',
+        'partner_id': 1,  # Westin Healthcare (company)
+    })
+    # No tax on payment deposits
+    env.cr.execute("""
+        INSERT INTO account_reconcile_model_line_account_tax_rel
+        (account_reconcile_model_line_id, account_tax_id) VALUES (%s, 32)
+    """, (new_line.id,))
+    print(f'Created new model: "Elavon Customer Payment Deposit" -> Outstanding Receipts (493)', flush=True)
+else:
+    print(f'Model for Elavon incoming already exists: {existing.name}', flush=True)
+
+env.cr.commit()
+
+# ============================================================
+# PART 4: Verify
+# ============================================================
+print('\n=== VERIFICATION ===', flush=True)
+
+# Count remaining Elavon lines posted to Bank Charges
+remaining_499 = env.cr.execute("""
+    SELECT COUNT(*), ROUND(SUM(ABS(aml.balance))::numeric, 2)
+    FROM account_move_line aml
+    JOIN account_bank_statement_line bsl ON bsl.id = aml.statement_line_id
+    WHERE aml.account_id = 499 AND bsl.payment_ref ILIKE '%%elavon%%'
+""")
+row = env.cr.fetchone()
+print(f'Elavon lines still on Bank Charges: {row[0]} lines, ${row[1]}', flush=True)
+print('(These should be the monthly processing fees only)', flush=True)
+
+# Count Elavon lines now on Outstanding Receipts
+env.cr.execute("""
+    SELECT COUNT(*), ROUND(SUM(ABS(aml.balance))::numeric, 2)
+    FROM account_move_line aml
+    JOIN account_bank_statement_line bsl ON bsl.id = aml.statement_line_id
+    WHERE aml.account_id = 493 AND bsl.payment_ref ILIKE '%%elavon%%'
+""")
+row = env.cr.fetchone()
+print(f'Elavon lines now on Outstanding Receipts: {row[0]} lines, ${row[1]}', flush=True)

fix_from_lines.py

@@ -0,0 +1,27 @@
+# Manually reconcile the 4 "from" lines — they're Scotia Current transfers
+# with no account number in the ref
+AML = env['account.move.line'].sudo()
+BSL = env['account.bank.statement.line'].sudo()
+
+line_ids = [16375, 16380, 16383, 16433]
+for lid in line_ids:
+    line = BSL.browse(lid)
+    if line.is_reconciled:
+        continue
+    print(f'Line {lid}: {line.payment_ref}, ${line.amount}, {line.move_id.date}', flush=True)
+
+    # These are transfers from Scotia Current — post to Outstanding Receipts (493)
+    model = env['account.reconcile.model'].search([
+        ('match_label_param', '=', 'PAYMENT FROM'),
+        ('trigger', '=', 'auto_reconcile'),
+    ], limit=1)
+
+    if model:
+        try:
+            model._trigger_reconciliation_model(line)
+            env.cr.commit()
+            line.invalidate_recordset()
+            print(f'  -> Reconciled: {line.is_reconciled}', flush=True)
+        except Exception as e:
+            print(f'  -> Error: {e}', flush=True)
+            env.cr.rollback()

fix_no_tax.sql

@@ -0,0 +1,17 @@
+BEGIN;
+
+-- Fix ALL model lines that have NO explicit tax set.
+-- These inherit the account's default tax (HST PURCHASE) which is WRONG
+-- for bank fees, foreign vendors, insurance, interest, etc.
+-- Set them all to NO TAX PURCHASE (ID 32) explicitly.
+
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+SELECT rml.id, 32
+FROM account_reconcile_model rm
+JOIN account_reconcile_model_line rml ON rml.model_id = rm.id
+LEFT JOIN account_reconcile_model_line_account_tax_rel tr ON tr.account_reconcile_model_line_id = rml.id
+WHERE rm.active = true AND rm.company_id = 1
+  AND tr.account_tax_id IS NULL
+ON CONFLICT DO NOTHING;
+
+COMMIT;

fix_po_vendor_models.sql

@@ -0,0 +1,105 @@
+BEGIN;
+
+-- ============================================================
+-- Partner-mapping reconciliation models for PO vendors
+-- These auto-assign the vendor to the bank line so the payment
+-- appears on the vendor's account. When the bill is posted from
+-- the PO, the payment shows up as "outstanding credit" on the bill.
+-- ============================================================
+
+-- Access BDD / TK Access Solutions (partner 6895)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Access BDD / TK Access"}', 1, 'auto_reconcile', 'contains', 'TK ACCESS', 6895, false, 200, true, 2, 2, NOW(), NOW());
+
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Access BDD - Storage"}', 1, 'auto_reconcile', 'contains', 'access storage', 6895, false, 201, true, 2, 2, NOW(), NOW());
+
+-- Blake Medical (partner 4944)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Blake Medical"}', 1, 'auto_reconcile', 'contains', 'blake medical', 4944, false, 202, true, 2, 2, NOW(), NOW());
+
+-- Drive Medical (partner 15)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Drive Medical"}', 1, 'auto_reconcile', 'contains', 'DRIVE MEDICAL', 15, false, 203, true, 2, 2, NOW(), NOW());
+
+-- Evolution Technologies (partner 4962)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Evolution Technologies"}', 1, 'auto_reconcile', 'contains', 'Evolution Tech', 4962, false, 204, true, 2, 2, NOW(), NOW());
+
+-- HumanCare Canada (partner 4976)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "HumanCare Canada"}', 1, 'auto_reconcile', 'contains', 'HumanCare', 4976, false, 205, true, 2, 2, NOW(), NOW());
+
+-- Sunrise Medical (partner 42)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Sunrise Medical"}', 1, 'auto_reconcile', 'contains', 'Sunrise Medical', 42, false, 206, true, 2, 2, NOW(), NOW());
+
+-- East Penn Canada (partner 4959)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "East Penn Canada"}', 1, 'auto_reconcile', 'contains', 'EAST PENN', 4959, false, 207, true, 2, 2, NOW(), NOW());
+
+-- Invacare Canada (partner 24)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Invacare Canada"}', 1, 'auto_reconcile', 'contains', 'Invacare', 24, false, 208, true, 2, 2, NOW(), NOW());
+
+-- Joerns Healthcare (partner 25)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Joerns Healthcare"}', 1, 'auto_reconcile', 'contains', 'joerns', 25, false, 209, true, 2, 2, NOW(), NOW());
+
+-- Nighthawk Manufacturing (partner 4998)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Nighthawk Manufacturing"}', 1, 'auto_reconcile', 'contains', 'NIGHTHAWK', 4998, false, 210, true, 2, 2, NOW(), NOW());
+
+-- Savaria Concord (partner 6864)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Savaria Concord Lifts"}', 1, 'auto_reconcile', 'contains', 'SAVARIA', 6864, false, 211, true, 2, 2, NOW(), NOW());
+
+-- Parsons ADL (partner 5001)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Parsons ADL"}', 1, 'auto_reconcile', 'contains', 'PARSONS', 5001, false, 212, true, 2, 2, NOW(), NOW());
+
+-- Cardinal Health (partner 4948)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Cardinal Health"}', 1, 'auto_reconcile', 'contains', 'Cardinal Health', 4948, false, 213, true, 2, 2, NOW(), NOW());
+
+-- HPU Rehab / HPU Medical (partner 5137)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "HPU Rehab"}', 1, 'auto_reconcile', 'contains', 'hpu medical', 5137, false, 214, true, 2, 2, NOW(), NOW());
+
+-- Interstate Batteries (partner 6200)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Interstate Batteries"}', 1, 'auto_reconcile', 'contains', 'INTERSTATE', 6200, false, 215, true, 2, 2, NOW(), NOW());
+
+-- Standers Inc (partner 5014)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Standers Inc"}', 1, 'auto_reconcile', 'contains', 'STANDERS', 5014, false, 216, true, 2, 2, NOW(), NOW());
+
+-- Handicare / Accessibility Canada (partner 5588)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Handicare Canada"}', 1, 'auto_reconcile', 'contains', 'handicare', 5588, false, 217, true, 2, 2, NOW(), NOW());
+
+-- Mobb Healthcare (partner 4994)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Mobb Healthcare"}', 1, 'auto_reconcile', 'contains', 'Mobb Healthcare', 4994, false, 218, true, 2, 2, NOW(), NOW());
+
+-- Healthcraft Products (partner 4973)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Healthcraft Products"}', 1, 'auto_reconcile', 'contains', 'HEALTHCRAFT', 4973, false, 219, true, 2, 2, NOW(), NOW());
+
+-- Medline Canada (partner 28)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Medline Canada"}', 1, 'auto_reconcile', 'contains', 'MEDLINE', 28, false, 220, true, 2, 2, NOW(), NOW());
+
+-- Carex Health Brands (partner 6779)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Carex Health"}', 1, 'auto_reconcile', 'contains', 'CAREX HEALTH', 6779, false, 221, true, 2, 2, NOW(), NOW());
+
+-- Advanced Mobility Systems (partner 5158)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Advanced Mobility Systems"}', 1, 'auto_reconcile', 'contains', 'advanced mobility', 5158, false, 222, true, 2, 2, NOW(), NOW());
+
+-- Enhance Mobility (partner 6745)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, mapped_partner_id, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Enhance Mobility"}', 1, 'auto_reconcile', 'contains', 'ENHANCE MOBILITY', 6745, false, 223, true, 2, 2, NOW(), NOW());
+
+COMMIT;

fix_reconcile_models.sql

@@ -0,0 +1,170 @@
+BEGIN;
+
+-- ============================================
+-- FIX 1: Wawanesa model 28 — add missing match_label_param
+-- ============================================
+UPDATE account_reconcile_model
+SET match_label = 'contains', match_label_param = 'WAWANESA'
+WHERE id = 28 AND company_id = 1;
+
+-- ============================================
+-- FIX 2: IFS Insurance model 23 — remove HST (insurance is exempt)
+-- ============================================
+DELETE FROM account_reconcile_model_line_account_tax_rel
+WHERE account_reconcile_model_line_id IN (
+  SELECT id FROM account_reconcile_model_line WHERE model_id = 23
+);
+
+-- ============================================
+-- NEW MODELS — each needs a model row + a line row (+ tax rel if HST)
+-- ============================================
+
+-- Helper: create models via INSERT
+-- Personal Loan SPL → 6028 Car/Van Expenses + HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Personal Loan SPL"}', 1, 'auto_reconcile', 'contains', 'Personal Loan SPL', true, 100, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 497, 'percentage', 100, '100', '{"en_US": "Vehicle Finance Payment"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- Overdraft Fee → 6560 Bank Overdraft Charges, no HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Overdraft Fee"}', 1, 'auto_reconcile', 'contains', 'Overdraft', true, 101, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 558, 'percentage', 100, '100', '{"en_US": "Bank Overdraft Fee/Interest"}', 10, 2, 2, NOW(), NOW());
+
+-- Overlimit Fee → 6560 Bank Overdraft Charges, no HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Overlimit Fee"}', 1, 'auto_reconcile', 'contains', 'OVERLIMIT', true, 102, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 558, 'percentage', 100, '100', '{"en_US": "Credit Card Overlimit Fee"}', 10, 2, 2, NOW(), NOW());
+
+-- Transaction Fee → 6030 Bank Charges, no HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Bank Transaction Fee"}', 1, 'auto_reconcile', 'contains', 'transaction fee', true, 103, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 499, 'percentage', 100, '100', '{"en_US": "Bank Transaction Fee"}', 10, 2, 2, NOW(), NOW());
+
+-- PAY-FILE FEES → 6030 Bank Charges, no HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "PAY-FILE Fee"}', 1, 'auto_reconcile', 'contains', 'PAY-FILE', true, 104, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 499, 'percentage', 100, '100', '{"en_US": "Payroll File Processing Fee"}', 10, 2, 2, NOW(), NOW());
+
+-- MRCH Merchant Fees → 6030 Bank Charges, no HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Merchant MRCH Fee"}', 1, 'auto_reconcile', 'contains', 'MRCH', true, 105, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 499, 'percentage', 100, '100', '{"en_US": "Merchant Processing Fee"}', 10, 2, 2, NOW(), NOW());
+
+-- Reliance Esso → 6026 Car Gas + HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Reliance Esso"}', 1, 'auto_reconcile', 'contains', 'RELIANCE ESSO', true, 106, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 552, 'percentage', 100, '100', '{"en_US": "Vehicle Fuel"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- Facebook Ads → 6025 Advertising, no HST (US company)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Facebook Ads"}', 1, 'auto_reconcile', 'contains', 'facebook', true, 107, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 496, 'percentage', 100, '100', '{"en_US": "Facebook/Meta Advertising"}', 10, 2, 2, NOW(), NOW());
+
+-- Cloudflare → 6050 IT Expenses, no HST (US company)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Cloudflare"}', 1, 'auto_reconcile', 'contains', 'cloudflare', true, 108, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 495, 'percentage', 100, '100', '{"en_US": "Cloudflare Web Services"}', 10, 2, 2, NOW(), NOW());
+
+-- Equifax → 6050 IT/Credit Check Expenses + HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Equifax"}', 1, 'auto_reconcile', 'contains', 'equifax', true, 109, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 495, 'percentage', 100, '100', '{"en_US": "Equifax Credit Check Service"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- GoDaddy → 6050 IT Expenses, no HST (US/QC, typically no ON HST)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "GoDaddy"}', 1, 'auto_reconcile', 'contains', 'godaddy', true, 110, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 495, 'percentage', 100, '100', '{"en_US": "GoDaddy Domain/Hosting"}', 10, 2, 2, NOW(), NOW());
+
+-- Clover App → 6563 Clover Fee + HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Clover POS"}', 1, 'auto_reconcile', 'contains', 'CLOVER', true, 111, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 570, 'percentage', 100, '100', '{"en_US": "Clover POS Monthly Fee"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- Google Workspace → 6050 IT Expenses + HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Google Workspace"}', 1, 'auto_reconcile', 'contains', 'GSUITE', true, 112, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 495, 'percentage', 100, '100', '{"en_US": "Google Workspace Subscription"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- Bell Maison Intelligente → 6050 IT/Smart Home + HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Bell Smart Home"}', 1, 'auto_reconcile', 'contains', 'bell maison', true, 113, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 495, 'percentage', 100, '100', '{"en_US": "Bell Smart Home/Security"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- CRA PAD → 2200 CRA Payroll Tax Liabilities, no HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "CRA PAD Payment"}', 1, 'auto_reconcile', 'contains', 'ccra canada', true, 114, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 17, 'percentage', 100, '100', '{"en_US": "CRA Payroll Remittance"}', 10, 2, 2, NOW(), NOW());
+
+-- Device Protection → 6558 Commercial Insurance, no HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Device Protection"}', 1, 'auto_reconcile', 'contains', 'device protection', true, 115, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 550, 'percentage', 100, '100', '{"en_US": "Device Protection Insurance"}', 10, 2, 2, NOW(), NOW());
+
+-- Elavon PAD Fee (Scotia) → 6030 Bank Charges, no HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Elavon Merchant Fee"}', 1, 'auto_reconcile', 'contains', 'Elavon Mrch Svc', true, 116, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 499, 'percentage', 100, '100', '{"en_US": "Elavon Merchant Service Fee"}', 10, 2, 2, NOW(), NOW());
+
+-- WSIB → need to check what account WSIB uses
+-- Investment MERCH PAD → 6050 IT Expenses + HST (based on historical coding)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Investment Merchant PAD"}', 1, 'auto_reconcile', 'contains', 'Investment MERCH', true, 117, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 495, 'percentage', 100, '100', '{"en_US": "Merchant Investment PAD"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- Debit Memo Loan Payment → 6028 Car/Van Expenses + HST (same as Personal Loan SPL)
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Debit Memo Loan"}', 1, 'auto_reconcile', 'contains', 'debit memo loan', true, 118, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 497, 'percentage', 100, '100', '{"en_US": "Vehicle Loan Payment"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- Prime Video → 6070 Dues and Subscriptions + HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Prime Video"}', 1, 'auto_reconcile', 'contains', 'prime video', true, 119, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 501, 'percentage', 100, '100', '{"en_US": "Amazon Prime Video Subscription"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+-- Canada Post (via Visa) → 8010 Shipping + HST
+INSERT INTO account_reconcile_model (name, company_id, trigger, match_label, match_label_param, can_be_proposed, sequence, active, create_uid, write_uid, create_date, write_date)
+VALUES ('{"en_US": "Canada Post Visa"}', 1, 'auto_reconcile', 'contains', 'canada post', true, 120, true, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line (model_id, company_id, account_id, amount_type, amount, amount_string, label, sequence, create_uid, write_uid, create_date, write_date)
+VALUES (currval('account_reconcile_model_id_seq'), 1, 518, 'percentage', 100, '100', '{"en_US": "Canada Post Shipping"}', 10, 2, 2, NOW(), NOW());
+INSERT INTO account_reconcile_model_line_account_tax_rel (account_reconcile_model_line_id, account_tax_id)
+VALUES (currval('account_reconcile_model_line_id_seq'), 20);
+
+COMMIT;

fusion-woo-odoo/fusion_woocommerce/models/woo_instance.py

@@ -1074,7 +1074,21 @@ class WooInstance(models.Model):
 
                 if pm.last_synced:
                     odoo_changed = pm.product_id.write_date > pm.last_synced
-                    woo_changed = True
+                    # WooCommerce returns ISO 8601 in date_modified_gmt (UTC).
+                    wc_modified_str = (
+                        wc_product.get('date_modified_gmt')
+                        or wc_product.get('date_modified')
+                    )
+                    if wc_modified_str:
+                        try:
+                            wc_modified = fields.Datetime.from_string(
+                                wc_modified_str.replace('T', ' ').split('.')[0]
+                            )
+                            woo_changed = wc_modified and wc_modified > pm.last_synced
+                        except (ValueError, TypeError):
+                            woo_changed = False
+                    else:
+                        woo_changed = False
 
                 if odoo_changed and woo_changed:
                     self.env['woo.conflict'].create({

fusion-woo-odoo/fusion_woocommerce/security/ir.model.access.csv

@@ -28,7 +28,7 @@ access_woo_category_map_manager,woo.category.map.manager,model_woo_category_map,
 access_woo_setup_wizard_manager,woo.setup.wizard.manager,model_woo_setup_wizard,fusion_woocommerce.group_woo_manager,1,1,1,1
 access_woo_product_fetch_manager,woo.product.fetch.manager,model_woo_product_fetch,fusion_woocommerce.group_woo_manager,1,1,1,1
 access_woo_product_create_wizard_manager,woo.product.create.wizard.manager,model_woo_product_create_wizard,fusion_woocommerce.group_woo_manager,1,1,1,1
-access_woo_category_filter_manager,woo.category.filter.manager,model_woo_category_filter,group_woo_manager,1,1,1,1
+access_woo_category_filter_manager,woo.category.filter.manager,model_woo_category_filter,fusion_woocommerce.group_woo_manager,1,1,1,1
 access_woo_product_create_variant_line_manager,woo.product.create.variant.line.manager,model_woo_product_create_variant_line,fusion_woocommerce.group_woo_manager,1,1,1,1
-access_woo_variant_push_wizard_manager,woo.variant.push.wizard.manager,model_woo_variant_push_wizard,group_woo_manager,1,1,1,1
-access_woo_variant_push_line_manager,woo.variant.push.line.manager,model_woo_variant_push_line,group_woo_manager,1,1,1,1
+access_woo_variant_push_wizard_manager,woo.variant.push.wizard.manager,model_woo_variant_push_wizard,fusion_woocommerce.group_woo_manager,1,1,1,1
+access_woo_variant_push_line_manager,woo.variant.push.line.manager,model_woo_variant_push_line,fusion_woocommerce.group_woo_manager,1,1,1,1

fusion-woo-odoo/fusion_woocommerce/security/woo_security.xml

@@ -14,4 +14,11 @@
         <field name="name">WooCommerce Manager</field>
         <field name="implied_ids" eval="[(4, ref('group_woo_user'))]"/>
     </record>
+
+    <!-- Auto-grant WooCommerce Manager to every internal user so the module
+         works out of the box without permission errors. Admins can revoke
+         later by removing users from this implied group. -->
+    <record id="base.group_user" model="res.groups">
+        <field name="implied_ids" eval="[(4, ref('group_woo_manager'))]"/>
+    </record>
 </odoo>

fusion_accounting/.superpowers/brainstorm/247-1775189747/.server-stopped

@@ -0,0 +1 @@
+{"reason":"idle timeout","timestamp":1775192388322}

fusion_accounting/.superpowers/brainstorm/247-1775189747/hybrid-table.html

@@ -0,0 +1,92 @@
+<h2>Hybrid: AI Recommendation + Your Input + Bulk Actions</h2>
+<p class="subtitle">The AI pre-fills its recommendation. You get an editable input per row to override or add notes. Checkboxes for bulk actions.</p>
+
+<div class="mockup">
+  <div class="mockup-header">Chat Panel — find_missing_itc_bills result</div>
+  <div class="mockup-body" style="padding: 0; overflow-x: auto;">
+    <table style="width:100%; border-collapse: collapse; font-size: 13px;">
+      <thead>
+        <tr style="background: rgba(255,255,255,0.05); border-bottom: 2px solid rgba(255,255,255,0.15);">
+          <th style="padding: 8px 6px; width:30px; text-align:center;"><input type="checkbox" title="Select all"></th>
+          <th style="padding: 8px 6px; text-align:left; font-weight:600;">Date</th>
+          <th style="padding: 8px 6px; text-align:left; font-weight:600;">Vendor</th>
+          <th style="padding: 8px 6px; text-align:right; font-weight:600;">Amount</th>
+          <th style="padding: 8px 6px; text-align:left; font-weight:600; color:#60a5fa;">AI Recommendation</th>
+          <th style="padding: 8px 6px; text-align:left; font-weight:600; color:#fbbf24;">Your Input</th>
+        </tr>
+      </thead>
+      <tbody>
+        <tr style="border-bottom: 1px solid rgba(255,255,255,0.08);">
+          <td style="padding: 6px; text-align:center;"><input type="checkbox"></td>
+          <td style="padding: 6px;">2024-01-10</td>
+          <td style="padding: 6px;">Ki Mobility LLC</td>
+          <td style="padding: 6px; text-align:right; font-weight:600;">-$14,917.95</td>
+          <td style="padding: 6px;"><span style="background:rgba(34,197,94,0.15); color:#4ade80; padding:2px 8px; border-radius:10px; font-size:11px; font-weight:500;">Dismiss</span> <span style="opacity:0.7; font-size:12px;">US vendor, no HST applies</span></td>
+          <td style="padding: 6px;"><input style="width:100%; padding:4px 8px; font-size:12px; background:rgba(255,255,255,0.06); border:1px solid rgba(255,255,255,0.15); border-radius:4px; color:inherit;" placeholder="Add your note..." value="Confirmed, no ITC needed"></td>
+        </tr>
+        <tr style="border-bottom: 1px solid rgba(255,255,255,0.08);">
+          <td style="padding: 6px; text-align:center;"><input type="checkbox" checked></td>
+          <td style="padding: 6px;">2024-02-16</td>
+          <td style="padding: 6px;">Savaria Concord Lifts</td>
+          <td style="padding: 6px; text-align:right; font-weight:600;">-$10,173.00</td>
+          <td style="padding: 6px;"><span style="background:rgba(251,191,36,0.15); color:#fbbf24; padding:2px 8px; border-radius:10px; font-size:11px; font-weight:500;">Flag</span> <span style="opacity:0.7; font-size:12px;">Canadian vendor, ITC likely missing</span></td>
+          <td style="padding: 6px;"><input style="width:100%; padding:4px 8px; font-size:12px; background:rgba(255,255,255,0.06); border:1px solid rgba(255,255,255,0.15); border-radius:4px; color:inherit;" placeholder="Add your note..."></td>
+        </tr>
+        <tr style="border-bottom: 1px solid rgba(255,255,255,0.08);">
+          <td style="padding: 6px; text-align:center;"><input type="checkbox" checked></td>
+          <td style="padding: 6px;">2024-02-13</td>
+          <td style="padding: 6px;">Savaria Concord Lifts</td>
+          <td style="padding: 6px; text-align:right; font-weight:600;">-$9,599.50</td>
+          <td style="padding: 6px;"><span style="background:rgba(251,191,36,0.15); color:#fbbf24; padding:2px 8px; border-radius:10px; font-size:11px; font-weight:500;">Flag</span> <span style="opacity:0.7; font-size:12px;">Canadian vendor, ITC likely missing</span></td>
+          <td style="padding: 6px;"><input style="width:100%; padding:4px 8px; font-size:12px; background:rgba(255,255,255,0.06); border:1px solid rgba(255,255,255,0.15); border-radius:4px; color:inherit;" placeholder="Add your note..." value="Need to check PO"></td>
+        </tr>
+        <tr style="border-bottom: 1px solid rgba(255,255,255,0.08);">
+          <td style="padding: 6px; text-align:center;"><input type="checkbox"></td>
+          <td style="padding: 6px;">2024-01-11</td>
+          <td style="padding: 6px;">Joerns Healthcare</td>
+          <td style="padding: 6px; text-align:right; font-weight:600;">-$2,392.80</td>
+          <td style="padding: 6px;"><span style="background:rgba(251,191,36,0.15); color:#fbbf24; padding:2px 8px; border-radius:10px; font-size:11px; font-weight:500;">Flag</span> <span style="opacity:0.7; font-size:12px;">Check fiscal position</span></td>
+          <td style="padding: 6px;"><input style="width:100%; padding:4px 8px; font-size:12px; background:rgba(255,255,255,0.06); border:1px solid rgba(255,255,255,0.15); border-radius:4px; color:inherit;" placeholder="Add your note..."></td>
+        </tr>
+        <tr style="border-bottom: 1px solid rgba(255,255,255,0.08);">
+          <td style="padding: 6px; text-align:center;"><input type="checkbox"></td>
+          <td style="padding: 6px;">2024-01-11</td>
+          <td style="padding: 6px;">Maple Leaf Wheelchair</td>
+          <td style="padding: 6px; text-align:right; font-weight:600;">-$2,181.30</td>
+          <td style="padding: 6px;"><span style="background:rgba(96,165,250,0.15); color:#60a5fa; padding:2px 8px; border-radius:10px; font-size:11px; font-weight:500;">Create Rule</span> <span style="opacity:0.7; font-size:12px;">Recurring vendor, always has HST</span></td>
+          <td style="padding: 6px;"><input style="width:100%; padding:4px 8px; font-size:12px; background:rgba(255,255,255,0.06); border:1px solid rgba(255,255,255,0.15); border-radius:4px; color:inherit;" placeholder="Add your note..."></td>
+        </tr>
+        <tr>
+          <td style="padding: 6px; text-align:center;"><input type="checkbox"></td>
+          <td style="padding: 6px;">2024-01-17</td>
+          <td style="padding: 6px;">Human Care Canada Inc.</td>
+          <td style="padding: 6px; text-align:right; font-weight:600;">-$2,446.20</td>
+          <td style="padding: 6px;"><span style="background:rgba(251,191,36,0.15); color:#fbbf24; padding:2px 8px; border-radius:10px; font-size:11px; font-weight:500;">Flag</span> <span style="opacity:0.7; font-size:12px;">Canadian vendor, ITC likely missing</span></td>
+          <td style="padding: 6px;"><input style="width:100%; padding:4px 8px; font-size:12px; background:rgba(255,255,255,0.06); border:1px solid rgba(255,255,255,0.15); border-radius:4px; color:inherit;" placeholder="Add your note..."></td>
+        </tr>
+      </tbody>
+    </table>
+
+    <!-- Bulk action bar -->
+    <div style="padding: 10px 12px; background: rgba(255,255,255,0.03); border-top: 1px solid rgba(255,255,255,0.1); display:flex; gap:8px; align-items:center; flex-wrap: wrap;">
+      <span style="font-size:12px; opacity:0.7; margin-right:4px;">2 selected</span>
+      <button style="padding:5px 12px; font-size:12px; background:#22c55e; border:none; border-radius:4px; color:white; cursor:pointer; font-weight:500;">&#10003; Apply Recommendations</button>
+      <button style="padding:5px 12px; font-size:12px; background:rgba(251,191,36,0.2); border:1px solid rgba(251,191,36,0.4); border-radius:4px; color:#fbbf24; cursor:pointer; font-weight:500;">&#9873; Flag Selected</button>
+      <button style="padding:5px 12px; font-size:12px; background:rgba(96,165,250,0.2); border:1px solid rgba(96,165,250,0.4); border-radius:4px; color:#60a5fa; cursor:pointer; font-weight:500;">&#43; Create Rules</button>
+      <button style="padding:5px 12px; font-size:12px; background:rgba(255,255,255,0.08); border:1px solid rgba(255,255,255,0.15); border-radius:4px; color:inherit; cursor:pointer;">Dismiss Selected</button>
+      <div style="flex:1;"></div>
+      <button style="padding:5px 12px; font-size:12px; background:rgba(139,92,246,0.2); border:1px solid rgba(139,92,246,0.4); border-radius:4px; color:#a78bfa; cursor:pointer; font-weight:500;">&#9997; Submit All Notes to AI</button>
+    </div>
+  </div>
+</div>
+
+<div style="margin-top: 24px;">
+  <h3>How it works</h3>
+  <ul style="font-size: 14px; line-height: 1.8; opacity: 0.85;">
+    <li><strong>AI Recommendation</strong> column — pre-filled by AI with a colour-coded badge (Dismiss/Flag/Create Rule) + reasoning</li>
+    <li><strong>Your Input</strong> column — editable text field per row for your notes, corrections, or instructions</li>
+    <li><strong>Checkboxes</strong> — select rows for bulk actions</li>
+    <li><strong>Bulk action bar</strong> — Apply Recommendations, Flag, Create Rules, Dismiss, or Submit All Notes back to the AI</li>
+    <li><strong>"Submit All Notes to AI"</strong> — sends your row-level annotations back into the chat so the AI can learn and act on your feedback</li>
+  </ul>
+</div>

fusion_accounting/.superpowers/brainstorm/247-1775189747/interactive-tables.html

@@ -0,0 +1,95 @@
+<h2>How should AI report tables become interactive?</h2>
+<p class="subtitle">Looking at the "Missing ITC Bills" report — you want to annotate rows with your input. Which approach feels right?</p>
+
+<div class="options">
+  <div class="option" data-choice="a" onclick="toggleSelect(this)">
+    <div class="letter">A</div>
+    <div class="content">
+      <h3>Inline Action Column</h3>
+      <p>Every table the AI generates gets an extra column at the right with a <strong>text input + action dropdown</strong> per row. You type your note (e.g., "Exempt - no HST required") and pick an action (Dismiss, Flag, Create Rule, Ask AI). The AI sees your annotations and can act on them.</p>
+      <div style="margin-top: 12px; padding: 12px; background: rgba(255,255,255,0.05); border-radius: 6px; font-size: 13px; font-family: monospace;">
+        <table style="width:100%; border-collapse: collapse; font-size: 12px;">
+          <tr style="border-bottom: 1px solid rgba(255,255,255,0.15);">
+            <th style="padding: 6px; text-align:left;">Vendor</th>
+            <th style="padding: 6px; text-align:left;">Amount</th>
+            <th style="padding: 6px; text-align:left;">Risk</th>
+            <th style="padding: 6px; text-align:left; color: #fbbf24;">Your Input</th>
+          </tr>
+          <tr style="border-bottom: 1px solid rgba(255,255,255,0.1);">
+            <td style="padding: 6px;">Ki Mobility LLC</td>
+            <td style="padding: 6px;">-$14,917.95</td>
+            <td style="padding: 6px;">HST ITC?</td>
+            <td style="padding: 6px;"><input style="width:100px; padding:2px 4px; font-size:11px; background:rgba(255,255,255,0.1); border:1px solid rgba(255,255,255,0.2); border-radius:3px; color:inherit;" placeholder="Your note..." value="US vendor, no HST"><select style="margin-left:4px; padding:2px; font-size:11px; background:rgba(255,255,255,0.1); border:1px solid rgba(255,255,255,0.2); border-radius:3px; color:inherit;"><option>Dismiss</option><option>Flag</option><option>Rule</option></select></td>
+          </tr>
+          <tr>
+            <td style="padding: 6px;">Savaria Concord</td>
+            <td style="padding: 6px;">-$10,173.00</td>
+            <td style="padding: 6px;">HST ITC?</td>
+            <td style="padding: 6px;"><input style="width:100px; padding:2px 4px; font-size:11px; background:rgba(255,255,255,0.1); border:1px solid rgba(255,255,255,0.2); border-radius:3px; color:inherit;" placeholder="Your note..."><select style="margin-left:4px; padding:2px; font-size:11px; background:rgba(255,255,255,0.1); border:1px solid rgba(255,255,255,0.2); border-radius:3px; color:inherit;"><option>Dismiss</option><option>Flag</option><option>Rule</option></select></td>
+          </tr>
+        </table>
+      </div>
+    </div>
+  </div>
+
+  <div class="option" data-choice="b" onclick="toggleSelect(this)">
+    <div class="letter">B</div>
+    <div class="content">
+      <h3>Row-Click Expandable Panel</h3>
+      <p>Tables render normally, but <strong>clicking a row expands a detail panel</strong> below it with: the AI's recommendation, a text input for your notes, and action buttons (Approve, Dismiss, Create Rule, Ask AI about this). Keeps the table clean, shows detail on demand.</p>
+      <div style="margin-top: 12px; padding: 12px; background: rgba(255,255,255,0.05); border-radius: 6px; font-size: 13px;">
+        <div style="padding: 6px; border-bottom: 1px solid rgba(255,255,255,0.1); font-size: 12px;">Ki Mobility LLC &nbsp; -$14,917.95 &nbsp; <span style="color:#fbbf24">HST ITC?</span> &nbsp; <span style="font-size:10px; opacity:0.6">Click to expand &#9660;</span></div>
+        <div style="padding: 10px; margin: 4px 0; background: rgba(251,191,36,0.08); border-left: 3px solid #fbbf24; border-radius: 4px; font-size: 12px;">
+          <div><strong style="color:#fbbf24;">AI Recommendation:</strong> US-based vendor. No HST should apply. Consider dismissing or creating a rule for all Ki Mobility bills.</div>
+          <div style="margin-top: 8px; display:flex; gap:6px; align-items:center;">
+            <input style="flex:1; padding:4px 6px; font-size:11px; background:rgba(255,255,255,0.1); border:1px solid rgba(255,255,255,0.2); border-radius:3px; color:inherit;" placeholder="Your note or correction...">
+            <button style="padding:3px 8px; font-size:11px; background:#22c55e; border:none; border-radius:3px; color:white; cursor:pointer;">Dismiss</button>
+            <button style="padding:3px 8px; font-size:11px; background:#3b82f6; border:none; border-radius:3px; color:white; cursor:pointer;">Create Rule</button>
+            <button style="padding:3px 8px; font-size:11px; background:rgba(255,255,255,0.15); border:1px solid rgba(255,255,255,0.2); border-radius:3px; color:inherit; cursor:pointer;">Ask AI</button>
+          </div>
+        </div>
+        <div style="padding: 6px; border-bottom: 1px solid rgba(255,255,255,0.1); font-size: 12px; opacity: 0.7;">Savaria Concord &nbsp; -$10,173.00 &nbsp; <span style="color:#fbbf24">HST ITC?</span></div>
+      </div>
+    </div>
+  </div>
+
+  <div class="option" data-choice="c" onclick="toggleSelect(this)">
+    <div class="letter">C</div>
+    <div class="content">
+      <h3>AI Recommendation Column + Bulk Actions</h3>
+      <p>The AI proactively fills a <strong>"Recommendation" column</strong> with its suggested action per row (e.g., "Dismiss - US vendor", "Flag - check with accountant"). You can <strong>edit the recommendation</strong>, check rows, and use bulk action buttons (Apply Selected, Dismiss Selected, Create Rules). The AI pre-fills its best guess so you only edit what's wrong.</p>
+      <div style="margin-top: 12px; padding: 12px; background: rgba(255,255,255,0.05); border-radius: 6px; font-size: 13px; font-family: monospace;">
+        <table style="width:100%; border-collapse: collapse; font-size: 12px;">
+          <tr style="border-bottom: 1px solid rgba(255,255,255,0.15);">
+            <th style="padding: 6px; width:20px;"><input type="checkbox" checked></th>
+            <th style="padding: 6px; text-align:left;">Vendor</th>
+            <th style="padding: 6px; text-align:left;">Amount</th>
+            <th style="padding: 6px; text-align:left; color: #22c55e;">AI Recommendation</th>
+          </tr>
+          <tr style="border-bottom: 1px solid rgba(255,255,255,0.1);">
+            <td style="padding: 6px;"><input type="checkbox" checked></td>
+            <td style="padding: 6px;">Ki Mobility LLC</td>
+            <td style="padding: 6px;">-$14,917.95</td>
+            <td style="padding: 6px; color:#22c55e;">Dismiss - US vendor, no HST</td>
+          </tr>
+          <tr style="border-bottom: 1px solid rgba(255,255,255,0.1);">
+            <td style="padding: 6px;"><input type="checkbox"></td>
+            <td style="padding: 6px;">Savaria Concord</td>
+            <td style="padding: 6px;">-$10,173.00</td>
+            <td style="padding: 6px; color:#fbbf24;">Flag - Canadian vendor, ITC likely missing</td>
+          </tr>
+          <tr>
+            <td style="padding: 6px;"><input type="checkbox"></td>
+            <td style="padding: 6px;">Joerns Healthcare</td>
+            <td style="padding: 6px;">-$2,392.80</td>
+            <td style="padding: 6px; color:#fbbf24;">Flag - check fiscal position</td>
+          </tr>
+        </table>
+        <div style="margin-top:8px; display:flex; gap:6px;">
+          <button style="padding:4px 10px; font-size:11px; background:#22c55e; border:none; border-radius:3px; color:white;">Apply Selected</button>
+          <button style="padding:4px 10px; font-size:11px; background:rgba(255,255,255,0.15); border:1px solid rgba(255,255,255,0.2); border-radius:3px; color:inherit;">Create Rules from Selected</button>
+        </div>
+      </div>
+    </div>
+  </div>
+</div>

fusion_accounting/.superpowers/brainstorm/247-1775189747/waiting.html

@@ -0,0 +1,3 @@
+<div style="display:flex;align-items:center;justify-content:center;min-height:60vh">
+  <p class="subtitle">Continuing in terminal...</p>
+</div>

fusion_accounting/CLAUDE.md

@@ -6,19 +6,20 @@ An AI agent (Claude/GPT with tool-calling) embedded in Odoo 19 Enterprise Accoun
 ## Architecture
 ```
 fusion_accounting/
-├── models/          7 models (6 new + 1 inherit on account.move)
+├── models/          7 files (5 new models + 2 inherits: account.move, res.config.settings)
 ├── services/
 │   ├── agent.py     AI orchestrator (prompt assembly, tool dispatch loop)
 │   ├── adapters/    Claude + OpenAI adapters with native tool-calling
-│   ├── tools/       85 tool functions across 11 domain files
+│   ├── tools/       93 tool functions across 11 domain files
 │   ├── prompts/     System prompt builder + 12 domain-specific prompts
 │   └── scoring.py   Confidence scoring + tier promotion logic
-├── controllers/     8 JSON-RPC endpoints
+├── controllers/     10 JSON-RPC endpoints
 ├── wizards/         Rule creation wizard
 ├── static/src/      OWL dashboard + chat panel + approval cards
 ├── views/           List/form/search views, menus, settings
 ├── security/        3 groups (User/Manager/Admin), record rules, ACLs
-├── data/            82 tool definitions, 2 default rules, 2 crons
+├── data/            88 tool definitions, 2 default rules, 2 crons, 1 sequence
+├── tests/           API integration tests
 └── report/          Audit report QWeb template
 ```
 
@@ -26,24 +27,62 @@ fusion_accounting/
 
 ### AI Provider Integration
 - Uses `fusion.api.service` (from fusion_api module) for API key resolution with fallback to `ir.config_parameter` — NO hard dependency on fusion_api
-- Claude adapter: native `tool_use` blocks, extended thinking enabled (8K budget) for 4.5+ models
+- Claude adapter: native `tool_use` blocks, extended thinking enabled (8K budget) for all Claude 4.x models
 - OpenAI adapter: Chat Completions API with o-series reasoning model support (`developer` role, `max_completion_tokens`, `reasoning_effort`)
 - API keys stored in `ir.config_parameter` with `fusion_accounting.` prefix
+- API key fields in Settings use `password="True"` widget — labels include "(Fusion AI)" suffix to avoid conflicts with other modules' key fields
+- **Provider pinning**: Sessions remember which provider was used. If the global provider changes mid-session, the session continues with its original provider to prevent cross-adapter message format contamination.
 
 ### Tool Tiering
 - **Tier 1** (Free): Read-only, execute immediately — 60+ tools
 - **Tier 2** (Auto-approved): Low-risk writes, logged — ~10 tools
 - **Tier 3** (Requires approval): Financial writes, user must approve — ~15 tools
-- Auto-promotion: Tier 3 → Tier 2 at 95% accuracy over 30+ decisions (atomic SQL counters)
+- Auto-promotion: Tier 3 → Tier 2 at 95% accuracy over 30+ decisions (atomic SQL counters on `fusion.accounting.rule._record_decision`)
+- Tool descriptions include tier labels (e.g., `[Tier 3: Requires user approval]`) so the AI knows which tools need approval
+- When a Tier 3 tool is encountered during the chat loop, the loop short-circuits: a final text response is forced so the AI can present approval cards to the user
+
+### Tier 3 Approval Flow
+- When a Tier 3 action is approved/rejected, the session's `message_ids_json` is updated to replace the `pending_approval` placeholder with the actual tool result — this prevents dangling `tool_use` blocks that would cause API errors on the next chat turn
+- After approval, `scoring.check_promotions()` is called to check if any rules should be promoted
 
 ### Menu Location
 - **Parent**: `accountant.menu_accounting` (NOT `account.menu_finance` — that's Community Edition only)
 - Enterprise uses `accountant.menu_accounting` (ID 1663) as the visible menu root
+- `account.menu_finance` (ID 180) exists but has NO visible children in Enterprise — it's the Community root
 
 ### Session Persistence
 - Chat sessions stored in `fusion.accounting.session` with `message_ids_json` (JSON text field)
 - On page load, chat panel calls `/session/latest` to restore the most recent active session
+- Empty assistant messages (tool-call-only responses with no text) are filtered out by the controller
 - "New Chat" button closes current session and creates a fresh one
+- Session name (e.g., FAS/2026/00001) shown in the chat header
+- **Session ownership**: Controllers verify the current user owns the session (managers can access any session)
+
+### Rich Text Chat Output
+- AI responses are rendered as rich HTML, not plain text
+- Markdown-to-HTML conversion happens client-side in `chat_panel.js` via `mdToHtml()` function
+- HTML is injected via `innerHTML` on `onMounted` + `onPatched` (NOT via OWL's `markup()` / `t-out` — those proved unreliable in Odoo 19)
+- The `_renderRichMessages()` method finds `.fusion_rich_slot[data-idx]` divs and sets their innerHTML
+- Supported: headers (# through #####), **bold**, *italic*, `code`, tables, bullet/numbered lists, horizontal rules, [links](url)
+- System prompt instructs AI to use markdown formatting and include Odoo record links like `[INV/2026/00123](/odoo/accounting/123)`
+
+### Interactive Tables (fusion-table)
+- AI can return `fusion-table` fenced code blocks instead of Markdown tables for actionable results
+- `mdToHtml()` detects these blocks, extracts JSON, and renders `FusionInteractiveTable` OWL components via `mount()`
+- **Interactive mode**: checkbox column + data columns + AI Recommendation column (colour-coded badge) + Your Input column (text field per row) + bottom bulk action bar
+- **Read-only mode**: styled table, no inputs/actions
+- Actions: Apply Recommendations, Flag Selected, Create Rules, Dismiss Selected, Submit All Notes to AI
+- Action button clicks format a `[TABLE_ACTION]` structured message and send it back through the chat endpoint
+- The AI decides per-response whether to use interactive or Markdown tables based on whether the data is actionable
+- Used for: `find_missing_itc_bills`, `find_duplicate_bills`, `get_overdue_invoices`, `find_draft_entries`, `get_unreconciled_bank_lines`, etc.
+- NOT used for: `get_profit_loss`, `get_balance_sheet`, `get_trial_balance` (informational, read-only)
+- All styles use Odoo CSS variables — dark/light mode handled automatically
+
+### Dashboard Layout
+- Health cards row at top (6 cards: Bank Recon, AR, AP, HST, Audit Score, Month-End)
+- Below: side-by-side layout — "Needs Attention" panel (flex-grow) + Chat panel (720px fixed width)
+- Chat panel is 720px (80% larger than original 400px design)
+- Dashboard endpoint returns `needs_attention` and `recent_activity` JSON arrays alongside health card metrics
 
 ## Odoo 19 Gotchas (Learned the Hard Way)
 
@@ -57,6 +96,12 @@ fusion_accounting/
 - Components registered as client actions receive props: `action`, `actionId`, `updateActionState`, `className`
 - Must use `static props = ["*"]` (accept any) — NOT `static props = []` (accept none)
 
+### OWL Rich HTML Rendering
+- `markup()` from `@odoo/owl` + `t-out` is UNRELIABLE in Odoo 19 for rendering HTML in OWL components
+- Use `onMounted` + `onPatched` hooks to find DOM elements and set `innerHTML` directly
+- Pattern: render a placeholder `<div class="slot" t-att-data-idx="index"/>`, then in the hook find it and set `.innerHTML`
+- Always use BOTH `onMounted` AND `onPatched` — `onPatched` alone misses the first render
+
 ### Cron Safe Eval
 - NO `import` statements (forbidden opcode `IMPORT_NAME`)
 - `datetime` module available as `datetime` (use `datetime.datetime.now()`, `datetime.timedelta()`)
@@ -65,14 +110,20 @@ fusion_accounting/
 ### read_group Deprecated
 - `read_group()` is deprecated in Odoo 19 — use `_read_group()` instead
 - Still works but throws DeprecationWarning
+- Dashboard `accounting_dashboard.py` still uses `read_group()` — migrate to `_read_group()` when the new API is stable
 
 ### Config Parameter Values
 - When changing a Selection field's options, the stored DB value in `ir_config_parameter` must match one of the new options or Settings page will crash with `ValueError: Wrong value`
-- Fix: UPDATE the value in DB after changing selection options
+- Fix: UPDATE the value in DB after changing selection options:
+  ```sql
+  UPDATE ir_config_parameter SET value = 'new_value' WHERE key = 'fusion_accounting.field_name';
+  ```
 
 ### Field Label Conflicts
 - Odoo warns if two fields on the same model have the same `string` label
 - Our `display_name_field` conflicted with built-in `display_name` — renamed string to "Tool Label"
+- API key fields use "(Fusion AI)" suffix to avoid label conflicts with other modules
+- Tool model uses `domain` (not `domain_name`) and `parameters_schema` (not `parameters`) as field names
 
 ### Group Assignment
 - `implied_ids` on groups only applies to NEWLY added users, not existing ones
@@ -85,28 +136,36 @@ fusion_accounting/
   ON CONFLICT DO NOTHING;
   ```
 
+### TransientModel in Controllers
+- Use `.new({...})` NOT `.create({...})` for TransientModels in controller endpoints
+- `.create()` writes a DB row on every request; `.new()` is in-memory only
+- Dashboard controller uses `.new()` to compute health metrics without DB writes
+
 ## Server Details
 - **Server**: odoo-westin (192.168.1.40, SSH via `ssh odoo-westin`)
 - **Container**: odoo-dev-app (Odoo), odoo-dev-db (PostgreSQL)
 - **Database**: westin-v19
 - **Module path**: `/mnt/extra-addons/fusion_accounting/`
 - **Python deps**: anthropic (v0.88.0), openai (v2.30.0) — installed with `--break-system-packages`
+- **URL**: erp.westinhealthcare.ca
 
 ## Deployment Commands
 ```bash
-# Deploy module to server
+# Full deploy cycle (clean + copy + upgrade + restart)
 ssh odoo-westin "docker exec -u 0 odoo-dev-app rm -rf /mnt/extra-addons/fusion_accounting"
 scp -r "K:\Github\Odoo-Modules\fusion_accounting" odoo-westin:/tmp/fusion_accounting
 ssh odoo-westin "docker cp /tmp/fusion_accounting odoo-dev-app:/mnt/extra-addons/fusion_accounting && rm -rf /tmp/fusion_accounting"
-
-# Upgrade module (use alt port to avoid conflict with running instance)
 ssh odoo-westin "docker exec odoo-dev-app odoo -d westin-v19 -u fusion_accounting --stop-after-init --http-port=8099 -c /etc/odoo/odoo.conf"
-
-# Restart container
 ssh odoo-westin "docker restart odoo-dev-app"
 
 # Check logs
 ssh odoo-westin "docker logs odoo-dev-app --tail 100"
+
+# Quick DB queries
+ssh odoo-westin "docker exec odoo-dev-db psql -U odoo -d westin-v19 -t -c \"<SQL>\""
+
+# Check module state
+ssh odoo-westin "docker exec odoo-dev-db psql -U odoo -d westin-v19 -t -c \"SELECT name, state, latest_version FROM ir_module_module WHERE name = 'fusion_accounting';\""
 ```
 
 ## Security Groups
@@ -118,19 +177,37 @@ ssh odoo-westin "docker logs odoo-dev-app --tail 100"
 
 Auto-assigned: `account.group_account_user` → User, `account.group_account_manager` → Admin
 
-## Models
-| Model | Type | Purpose |
+## Controller Endpoints
+| Route | Auth | Purpose |
 |---|---|---|
-| `fusion.accounting.session` | Model | Chat sessions with message JSON storage |
-| `fusion.accounting.match.history` | Model | Every AI tool call + decision (approved/rejected/pending) |
-| `fusion.accounting.rule` | Model | Fusion Rules engine with versioning and auto-promotion |
-| `fusion.accounting.tool` | Model | Tool registry (82 tools seeded from XML) |
-| `fusion.accounting.dashboard` | TransientModel | Computed health metrics (use `.new()` not `.create()`) |
-| `fusion.accounting.agent` | AbstractModel | AI orchestrator |
-| `fusion.accounting.adapter.claude` | AbstractModel | Claude tool-calling adapter |
-| `fusion.accounting.adapter.openai` | AbstractModel | OpenAI tool-calling adapter |
-| `fusion.accounting.scoring` | AbstractModel | Confidence scoring |
-| `account.move` (inherit) | Model | Post-action audit hook |
+| `/fusion_accounting/session/create` | user | Create new chat session |
+| `/fusion_accounting/session/close` | user (ownership check) | Close active session |
+| `/fusion_accounting/session/latest` | user (own sessions only) | Load most recent active session + messages |
+| `/fusion_accounting/session/history` | user (ownership check, managers see all) | Load specific session messages |
+| `/fusion_accounting/chat` | user (ownership check) | Send message, get AI response |
+| `/fusion_accounting/approve` | user + manager group check | Approve single Tier 3 action |
+| `/fusion_accounting/reject` | user + manager group check | Reject single Tier 3 action |
+| `/fusion_accounting/approve_all` | user + manager group check | Batch approve multiple actions |
+| `/fusion_accounting/reject_all` | user + manager group check | Batch reject multiple actions |
+| `/fusion_accounting/dashboard/data` | user | Get dashboard health card metrics + needs_attention + recent_activity |
+
+Note: Approve/reject endpoints use `auth='user'` at the decorator level with an imperative `has_group()` check inside the handler (Odoo has no built-in `auth='manager'`).
+
+## Models
+| Model | Type | Location | Purpose |
+|---|---|---|---|
+| `fusion.accounting.session` | Model | models/ | Chat sessions with message JSON storage |
+| `fusion.accounting.match.history` | Model | models/ | Every AI tool call + decision (approved/rejected/pending) |
+| `fusion.accounting.rule` | Model | models/ | Fusion Rules engine with versioning and auto-promotion |
+| `fusion.accounting.tool` | Model | models/ | Tool registry (82 tools seeded from XML) |
+| `fusion.accounting.dashboard` | TransientModel | models/ | Computed health metrics (use `.new()` not `.create()`) |
+| `res.config.settings` (inherit) | TransientModel | models/ | Settings page (API keys, thresholds, toggles) |
+| `account.move` (inherit) | Model | models/ | Post-action audit hook |
+| `fusion.accounting.agent` | AbstractModel | services/ | AI orchestrator |
+| `fusion.accounting.adapter.claude` | AbstractModel | services/ | Claude tool-calling adapter |
+| `fusion.accounting.adapter.openai` | AbstractModel | services/ | OpenAI tool-calling adapter |
+| `fusion.accounting.scoring` | AbstractModel | services/ | Confidence scoring |
+| `fusion.accounting.rule.wizard` | TransientModel | wizards/ | Quick-create rule from chat suggestion |
 
 ## AI Models Available
 **Claude** (default: claude-sonnet-4-6):
@@ -146,9 +223,26 @@ Auto-assigned: `account.group_account_user` → User, `account.group_account_man
 - NO hardcoded colours — use CSS variables (`var(--o-border-color)`, `var(--bs-body-color-rgb)`) and Bootstrap utility classes
 - Must work in both light and dark mode
 - Box shadows: use `rgba(var(--bs-body-color-rgb), 0.1)` not `rgba(0,0,0,0.1)`
+- AI messages use `var(--o-view-background-color)` background + `var(--o-border-color)` border
+- Links use `var(--o-action-color)` for theme awareness
+
+### HST Filing Workflow (4-Phase AI-Driven)
+- Phase 1: AI runs all HST reports (tax report, missing ITCs, compliance audit, HST balance)
+- Phase 2: AI sweeps ALL bank accounts for unreconciled expense payments
+- Phase 3: Per-line processing — check for existing bills, check history for coding patterns, ask about HST, create bills, register payments
+- Phase 4: Re-run reports to verify updated HST position
+- New tools added: `search_partners` (Tier 1), `find_similar_bank_lines` (Tier 1), `get_bank_line_details` (Tier 1), `create_vendor_bill` (Tier 3), `register_bill_payment` (Tier 3), `create_expense_entry` (Tier 3)
+- Two paths for recording expenses: (a) formal vendor bill + payment, or (b) direct GL entry in MISC journal with optional HST split
+- The `create_expense_entry` tool posts directly to the Miscellaneous Operations journal — debit expense + debit HST ITC (2006) + credit bank
+- Domain prompt (`hst_management` in domain_prompts.py) includes bank journal IDs and the full 4-phase workflow instructions
 
 ## Known Issues / Future Work
-- `read_group()` deprecation warnings — migrate to `_read_group()` when format is documented
-- `verify_source_deductions`, `generate_t4`, `generate_roe` are stubs pointing to fusion_payroll (by design — Phase 2)
-- `account.return` model used in HST tools may not exist in all Odoo 19 setups — needs try/except guard
+- `read_group()` deprecation warnings in `accounting_dashboard.py` — migrate to `_read_group()` when the new API format is stable
+- `generate_t4`, `generate_roe` are stubs pointing to fusion_payroll (by design — Phase 2)
+- `get_payroll_schedule`, `verify_source_deductions`, `verify_payroll_deductions` are stubs (Phase 2 — fusion_payroll integration)
+- `answer_financial_question` is a stub (returns message to use other tools instead)
 - Batch approval "Approve All" / "Reject All" buttons are in the chat panel but not yet in the match history list view
+- "Needs Attention" panel shows placeholder text in the dashboard — the data is computed and returned by the API but the frontend rendering needs to be connected
+- Consider switching OpenAI adapter from Chat Completions API to Responses API for better tool handling with newer models
+- `o1` model does not support tool calling — no guard in place (o3/o4-mini do support it)
+- Multi-company record rule missing on `fusion.accounting.session` — add if multi-company usage is needed

fusion_accounting/__manifest__.py

@@ -42,6 +42,8 @@ Built by Nexa Systems Inc.
         'views/match_history_views.xml',
         'views/rule_views.xml',
         'views/dashboard_views.xml',
+        'views/vendor_tax_profile_views.xml',
+        'views/recurring_pattern_views.xml',
         'views/menus.xml',
         # Wizards
         'wizards/rule_wizard.xml',

fusion_accounting/controllers/chat_controller.py

@@ -9,6 +9,14 @@ _logger = logging.getLogger(__name__)
 
 class FusionAccountingChatController(http.Controller):
 
+    def _check_session_ownership(self, session):
+        """S1-S3: Verify the current user owns the session."""
+        if session.user_id.id != request.env.user.id:
+            # Allow managers to access any session
+            if not request.env.user.has_group('fusion_accounting.group_fusion_accounting_manager'):
+                return {'error': 'Access denied: you do not own this session'}
+        return None
+
     @http.route('/fusion_accounting/session/create', type='jsonrpc', auth='user')
     def create_session(self, context_domain=None, **kwargs):
         session = request.env['fusion.accounting.session'].create({
@@ -21,16 +29,28 @@ class FusionAccountingChatController(http.Controller):
     @http.route('/fusion_accounting/session/close', type='jsonrpc', auth='user')
     def close_session(self, session_id, **kwargs):
         session = request.env['fusion.accounting.session'].browse(int(session_id))
-        if session.exists() and session.state == 'active':
+        if not session.exists():
+            return {'status': 'closed'}
+        # S2: Ownership check
+        error = self._check_session_ownership(session)
+        if error:
+            return error
+        if session.state == 'active':
             session.action_close_session()
         return {'status': 'closed'}
 
     @http.route('/fusion_accounting/chat', type='jsonrpc', auth='user')
-    def chat(self, session_id, message, context=None, **kwargs):
-        if not message:
-            return {'error': 'Message is required'}
+    def chat(self, session_id, message, context=None, image=None, **kwargs):
+        if not message and not image:
+            return {'error': 'Message or image is required'}
+        # S3: Ownership check
+        session = request.env['fusion.accounting.session'].browse(int(session_id))
+        if session.exists():
+            error = self._check_session_ownership(session)
+            if error:
+                return error
         agent = request.env['fusion.accounting.agent']
-        result = agent.chat(int(session_id), message, context=context)
+        result = agent.chat(int(session_id), message or '', context=context, image=image)
         return result
 
     @http.route('/fusion_accounting/approve', type='jsonrpc', auth='user')
@@ -51,17 +71,35 @@ class FusionAccountingChatController(http.Controller):
 
     @http.route('/fusion_accounting/dashboard/data', type='jsonrpc', auth='user')
     def dashboard_data(self, **kwargs):
-        dashboard = request.env['fusion.accounting.dashboard'].new({
-            'company_id': request.env.company.id,
-        })
-        return {
-            'bank_recon': {'count': dashboard.bank_recon_count, 'amount': dashboard.bank_recon_amount},
-            'ar': {'total': dashboard.ar_total, 'overdue_count': dashboard.ar_overdue_count},
-            'ap': {'total': dashboard.ap_total, 'due_this_week': dashboard.ap_due_this_week},
-            'hst': {'balance': dashboard.hst_balance},
-            'audit': {'score': dashboard.audit_score, 'flags': dashboard.audit_flag_count},
-            'month_end': {'status': dashboard.month_end_status, 'open_items': dashboard.month_end_open_items},
-        }
+        # E2: Wrap in try/except so dashboard doesn't return 500
+        try:
+            dashboard = request.env['fusion.accounting.dashboard'].new({
+                'company_id': request.env.company.id,
+            })
+            return {
+                'bank_recon': {'count': dashboard.bank_recon_count, 'amount': dashboard.bank_recon_amount},
+                'ar': {'total': dashboard.ar_total, 'overdue_count': dashboard.ar_overdue_count},
+                'ap': {'total': dashboard.ap_total, 'due_this_week': dashboard.ap_due_this_week},
+                'hst': {'balance': dashboard.hst_balance},
+                'audit': {'score': dashboard.audit_score, 'flags': dashboard.audit_flag_count},
+                'month_end': {'status': dashboard.month_end_status, 'open_items': dashboard.month_end_open_items},
+                # E1: Include needs_attention and recent_activity
+                'needs_attention': json.loads(dashboard.needs_attention_json or '[]'),
+                'recent_activity': json.loads(dashboard.recent_activity_json or '[]'),
+            }
+        except Exception as e:
+            _logger.exception("Dashboard data computation failed")
+            return {
+                'error': 'Dashboard data could not be computed',
+                'bank_recon': {'count': 0, 'amount': 0},
+                'ar': {'total': 0, 'overdue_count': 0},
+                'ap': {'total': 0, 'due_this_week': 0},
+                'hst': {'balance': 0},
+                'audit': {'score': 0, 'flags': 0},
+                'month_end': {'status': 'Unknown', 'open_items': 0},
+                'needs_attention': [],
+                'recent_activity': [],
+            }
 
     @http.route('/fusion_accounting/approve_all', type='jsonrpc', auth='user')
     def approve_all(self, match_history_ids, **kwargs):
@@ -74,7 +112,9 @@ class FusionAccountingChatController(http.Controller):
                 result = agent.approve_action(int(mid))
                 results.append({'id': mid, 'status': 'approved', 'result': result})
             except Exception as e:
-                results.append({'id': mid, 'status': 'error', 'error': str(e)})
+                # S4: Sanitize exception — log full error, return generic message
+                _logger.exception("Error approving match history %s", mid)
+                results.append({'id': mid, 'status': 'error', 'error': 'Action could not be approved. Check server logs for details.'})
         return {'results': results}
 
     @http.route('/fusion_accounting/reject_all', type='jsonrpc', auth='user')
@@ -86,19 +126,82 @@ class FusionAccountingChatController(http.Controller):
         for mid in match_history_ids:
             try:
                 result = agent.reject_action(int(mid), reason)
-                results.append({'id': mid, 'status': 'rejected'})
+                # E3: Consistent return shape with approve_all
+                results.append({'id': mid, 'status': 'rejected', 'result': result})
             except Exception as e:
-                results.append({'id': mid, 'status': 'error', 'error': str(e)})
+                # S4: Sanitize exception
+                _logger.exception("Error rejecting match history %s", mid)
+                results.append({'id': mid, 'status': 'error', 'error': 'Action could not be rejected. Check server logs for details.'})
         return {'results': results}
 
+    @http.route('/fusion_accounting/chat/status', type='jsonrpc', auth='user')
+    def chat_status(self, session_id, **kwargs):
+        """Poll the live execution state of a running chat — returns thinking text,
+        tool calls in progress, and current status. Called every 500ms by the frontend
+        while a chat request is in flight."""
+        from ..services.agent import get_execution_state
+        state = get_execution_state(int(session_id))
+        return state
+
+    @http.route('/fusion_accounting/search_matches', type='jsonrpc', auth='user')
+    def search_matches(self, statement_line_id, query='', **kwargs):
+        """Live search for matching journal items — called directly by the
+        reconciliation table search bar (no AI round-trip)."""
+        from ..services.tools.bank_reconciliation import search_matching_entries
+        try:
+            result = search_matching_entries(request.env, {
+                'statement_line_id': int(statement_line_id),
+                'query': query,
+            })
+            return result
+        except Exception as e:
+            _logger.exception("Search matches failed")
+            return {'candidates': [], 'error': str(e)}
+
+    @http.route('/fusion_accounting/session/list', type='jsonrpc', auth='user')
+    def session_list(self, limit=20, **kwargs):
+        """List recent sessions for the session picker dropdown."""
+        sessions = request.env['fusion.accounting.session'].search([
+            ('user_id', '=', request.env.user.id),
+        ], order='write_date desc', limit=int(limit))
+        return {
+            'sessions': [{
+                'id': s.id,
+                'name': s.name,
+                'state': s.state,
+                'date': s.write_date.isoformat() if s.write_date else '',
+                'message_count': len(json.loads(s.message_ids_json or '[]')),
+                'ai_model': s.ai_model or '',
+            } for s in sessions],
+        }
+
     @http.route('/fusion_accounting/session/latest', type='jsonrpc', auth='user')
     def session_latest(self, **kwargs):
-        session = request.env['fusion.accounting.session'].search([
+        # Find the most recent active session that has messages first,
+        # fall back to any active session (including empty ones)
+        sessions = request.env['fusion.accounting.session'].search([
             ('user_id', '=', request.env.user.id),
             ('state', '=', 'active'),
-        ], limit=1, order='create_date desc')
-        if not session:
+        ], order='write_date desc', limit=10)
+        if not sessions:
             return {'session_id': None, 'messages': [], 'name': None}
+
+        # Prefer a session with actual messages
+        session = None
+        for s in sessions:
+            msg_json = s.message_ids_json or '[]'
+            if msg_json != '[]' and len(msg_json) > 5:
+                session = s
+                break
+        # If no session has messages, use the newest one
+        if not session:
+            session = sessions[0]
+
+        # Clean up empty stale sessions (created but never used)
+        for s in sessions:
+            if s.id != session.id and (s.message_ids_json or '[]') == '[]':
+                s.write({'state': 'closed'})
+
         messages = json.loads(session.message_ids_json or '[]')
         display_messages = []
         for msg in messages:
@@ -108,10 +211,20 @@ class FusionAccountingChatController(http.Controller):
                 for block in msg['content']:
                     if isinstance(block, dict) and block.get('type') == 'text' and block['text'].strip():
                         display_messages.append({'role': msg['role'], 'content': block['text']})
+
+        # Include any pending approvals so they show on page load
+        agent = request.env['fusion.accounting.agent']
+        pending = request.env['fusion.accounting.match.history'].search([
+            ('session_id', '=', session.id),
+            ('decision', '=', 'pending'),
+        ])
+        pending_approvals = [agent._format_pending_approval(p) for p in pending]
+
         return {
             'session_id': session.id,
             'messages': display_messages,
             'name': session.name,
+            'pending_approvals': pending_approvals,
         }
 
     @http.route('/fusion_accounting/session/history', type='jsonrpc', auth='user')
@@ -119,6 +232,10 @@ class FusionAccountingChatController(http.Controller):
         session = request.env['fusion.accounting.session'].browse(int(session_id))
         if not session.exists():
             return {'error': 'Session not found'}
+        # S1: Ownership check
+        error = self._check_session_ownership(session)
+        if error:
+            return error
         return {
             'messages': json.loads(session.message_ids_json or '[]'),
             'session_id': session.id,

fusion_accounting/data/cron.xml

@@ -36,4 +36,48 @@ for rule in model.search([('active', '=', True), ('approval_tier', '=', 'needs_a
         <field name="interval_type">days</field>
         <field name="active">True</field>
     </record>
+
+    <!-- Weekly recurring pattern rebuild -->
+    <record id="cron_fusion_recurring_patterns" model="ir.cron">
+        <field name="name">Fusion AI: Rebuild Recurring Patterns</field>
+        <field name="model_id" ref="model_fusion_recurring_pattern"/>
+        <field name="state">code</field>
+        <field name="code">model._rebuild_all_patterns(min_occurrences=3)</field>
+        <field name="interval_number">7</field>
+        <field name="interval_type">days</field>
+        <field name="active">True</field>
+    </record>
+
+    <!-- Daily auto-reconcile inter-account transfers (CC payments) -->
+    <record id="cron_fusion_transfer_reconcile" model="ir.cron">
+        <field name="name">Fusion AI: Auto-Reconcile Inter-Account Transfers</field>
+        <field name="model_id" ref="model_fusion_accounting_agent"/>
+        <field name="state">code</field>
+        <field name="code">model._cron_reconcile_transfers()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="active">True</field>
+    </record>
+
+    <!-- Daily auto-reconcile payroll cheques against open liability entries -->
+    <record id="cron_fusion_payroll_cheque_reconcile" model="ir.cron">
+        <field name="name">Fusion AI: Reconcile Payroll Cheques</field>
+        <field name="model_id" ref="model_fusion_accounting_agent"/>
+        <field name="state">code</field>
+        <field name="code">model._reconcile_payroll_cheques()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="active">True</field>
+    </record>
+
+    <!-- Weekly vendor tax profile rebuild -->
+    <record id="cron_fusion_vendor_profiles" model="ir.cron">
+        <field name="name">Fusion AI: Rebuild Vendor Tax Profiles</field>
+        <field name="model_id" ref="model_fusion_vendor_tax_profile"/>
+        <field name="state">code</field>
+        <field name="code">model._rebuild_all_profiles(min_bills=3)</field>
+        <field name="interval_number">7</field>
+        <field name="interval_type">days</field>
+        <field name="active">True</field>
+    </record>
 </odoo>

fusion_accounting/data/tool_definitions.xml

@@ -65,7 +65,7 @@
     <record id="tool_sum_payments_by_date" model="fusion.accounting.tool">
         <field name="name">sum_payments_by_date</field>
         <field name="display_name_field">Sum Payments by Date</field>
-        <field name="description">Sum payment journal items for a date range, useful for matching card batch deposits.</field>
+        <field name="description">Sum payment journal items for a date range. IMPORTANT: You MUST pass journal_ids to filter to specific journals (e.g., the card/POS journal). Without journal_ids, returns totals across ALL company journals which will be misleadingly large. Use this to verify card batch deposit amounts against the card payment journal for the prior business day.</field>
         <field name="domain">bank_reconciliation</field>
         <field name="tier">1</field>
         <field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}, "journal_ids": {"type": "array", "items": {"type": "integer"}}}, "required": ["date_from", "date_to"]}</field>
@@ -151,10 +151,10 @@
     <record id="tool_get_partner_balance" model="fusion.accounting.tool">
         <field name="name">get_partner_balance</field>
         <field name="display_name_field">Get Partner Balance</field>
-        <field name="description">Get a single partner's AR balance and open items.</field>
+        <field name="description">[Tier 1: Read-only] Get a partner's AR and AP balance with open items. Shows: how much they owe us (receivable), how much we owe them (payable), and net balance. Use for "how much do we owe Pride Mobility?", "what's the balance for ADP?".</field>
         <field name="domain">accounts_receivable</field>
         <field name="tier">1</field>
-        <field name="parameters_schema">{"type": "object", "properties": {"partner_id": {"type": "integer"}}, "required": ["partner_id"]}</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"partner_id": {"type": "integer", "description": "Partner ID (optional if partner_name provided)"}, "partner_name": {"type": "string", "description": "Partner name to search for (e.g. 'Pride Mobility')"}}}</field>
     </record>
     <record id="tool_send_followup" model="fusion.accounting.tool">
         <field name="name">send_followup</field>
@@ -476,6 +476,16 @@
         <field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
     </record>
 
+    <record id="tool_register_adp_batch_payment" model="fusion.accounting.tool">
+        <field name="name">register_adp_batch_payment</field>
+        <field name="display_name_field">Register ADP Batch Payment</field>
+        <field name="description">[Tier 3: Requires user approval] Register payments for a batch of ADP invoices from a remittance advice. Takes a list of invoice numbers with payment amounts and a payment date. Registers each payment via Odoo's payment wizard, creating outstanding receipt entries (PBNK2) on account 1050. After this, use suggest_bank_line_matches on the bank deposit to match the outstanding receipts. Use this when the user uploads an ADP remittance advice screenshot and says "mark these paid".</field>
+        <field name="domain">adp</field>
+        <field name="tier">3</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"invoices": {"type": "array", "items": {"type": "object", "properties": {"invoice_number": {"type": "string"}, "amount": {"type": "number"}}, "required": ["invoice_number", "amount"]}, "description": "List of invoices with number and payment amount"}, "payment_date": {"type": "string", "description": "Payment date from remittance (YYYY-MM-DD)"}, "journal_id": {"type": "integer", "description": "Bank journal ID (default 50 = Scotia Current)"}}, "required": ["invoices", "payment_date"]}</field>
+        <field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
+    </record>
+
     <!-- Domain 10: Reporting -->
     <record id="tool_get_profit_loss" model="fusion.accounting.tool">
         <field name="name">get_profit_loss</field>
@@ -535,6 +545,31 @@
         <field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
     </record>
 
+    <record id="tool_get_invoicing_summary" model="fusion.accounting.tool">
+        <field name="name">get_invoicing_summary</field>
+        <field name="display_name_field">Get Invoicing Summary</field>
+        <field name="description">[Tier 1: Read-only] Get customer invoicing summary — monthly breakdown for a year, date range totals, or filtered by partner. Use this for questions like "how much did we invoice this year?", "show me invoicing by month", "how much did we bill ADP this quarter?".</field>
+        <field name="domain">reporting</field>
+        <field name="tier">1</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"year": {"type": "integer", "description": "Year for monthly breakdown (default: current year)"}, "partner_name": {"type": "string", "description": "Filter by partner name (optional)"}, "date_from": {"type": "string", "description": "Start date for date range (YYYY-MM-DD)"}, "date_to": {"type": "string", "description": "End date for date range (YYYY-MM-DD)"}}}</field>
+    </record>
+    <record id="tool_get_billing_summary" model="fusion.accounting.tool">
+        <field name="name">get_billing_summary</field>
+        <field name="display_name_field">Get Billing Summary</field>
+        <field name="description">[Tier 1: Read-only] Get vendor billing (purchases) summary — monthly breakdown for a year or date range. Use for "how much are our bills this month?", "show me vendor bills by month".</field>
+        <field name="domain">reporting</field>
+        <field name="tier">1</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"year": {"type": "integer"}, "partner_name": {"type": "string"}, "date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
+    </record>
+    <record id="tool_get_collections_summary" model="fusion.accounting.tool">
+        <field name="name">get_collections_summary</field>
+        <field name="display_name_field">Get Collections Summary</field>
+        <field name="description">[Tier 1: Read-only] Get payment collections summary — how much was collected (customer payments received) in a period, broken down by partner. Use for "how much are we collecting this month?", "show me collections for March".</field>
+        <field name="domain">reporting</field>
+        <field name="tier">1</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
+    </record>
+
     <!-- Domain 11: Audit -->
     <record id="tool_audit_posted_entry" model="fusion.accounting.tool">
         <field name="name">audit_posted_entry</field>
@@ -697,4 +732,106 @@
         <field name="tier">1</field>
         <field name="parameters_schema">{"type": "object", "properties": {"date_from": {"type": "string"}, "date_to": {"type": "string"}}}</field>
     </record>
+
+    <!-- HST Filing Workflow Tools (added 2026-04-03) -->
+
+    <record id="tool_search_partners" model="fusion.accounting.tool">
+        <field name="name">search_partners</field>
+        <field name="display_name_field">Search Partners</field>
+        <field name="description">Search for vendors/contacts by name keyword. Use this to resolve bank line descriptions (e.g., "AMAZON") to the correct Odoo partner record before creating bills. Pass supplier_only=true to filter to vendors only.</field>
+        <field name="domain">accounts_payable</field>
+        <field name="tier">1</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"keyword": {"type": "string", "description": "Name keyword to search (min 2 chars)"}, "supplier_only": {"type": "boolean", "description": "Only return suppliers/vendors"}, "limit": {"type": "integer"}}, "required": ["keyword"]}</field>
+    </record>
+
+    <record id="tool_find_similar_bank_lines" model="fusion.accounting.tool">
+        <field name="name">find_similar_bank_lines</field>
+        <field name="display_name_field">Find Similar Bank Lines</field>
+        <field name="description">Search past RECONCILED bank lines with similar payment_ref descriptions. Returns the expense account, tax treatment, and partner used for each historical match. Use this to check how similar expenses were coded in the past before proposing a new bill.</field>
+        <field name="domain">accounts_payable</field>
+        <field name="tier">1</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"keyword": {"type": "string", "description": "Keyword from payment_ref to search (min 3 chars)"}, "limit": {"type": "integer"}}, "required": ["keyword"]}</field>
+    </record>
+
+    <record id="tool_get_bank_line_details" model="fusion.accounting.tool">
+        <field name="name">get_bank_line_details</field>
+        <field name="display_name_field">Get Bank Line Details</field>
+        <field name="description">Get full details of a single unreconciled bank statement line. Also searches for existing vendor bills matching the amount and date, and suggests a partner based on the payment description. Use this to check if a bill already exists before creating a new one.</field>
+        <field name="domain">bank_reconciliation</field>
+        <field name="tier">1</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"line_id": {"type": "integer", "description": "Bank statement line ID"}}, "required": ["line_id"]}</field>
+    </record>
+
+    <record id="tool_create_vendor_bill" model="fusion.accounting.tool">
+        <field name="name">create_vendor_bill</field>
+        <field name="display_name_field">Create Vendor Bill</field>
+        <field name="description">[Tier 3: Requires user approval] Create a vendor bill (account.move in_invoice) with expense lines and tax. Use after confirming the expense details with the user. Pass post=true to auto-post the bill after creation.</field>
+        <field name="domain">accounts_payable</field>
+        <field name="tier">3</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"partner_id": {"type": "integer", "description": "Vendor partner ID"}, "invoice_date": {"type": "string", "description": "Bill date (YYYY-MM-DD)"}, "lines": {"type": "array", "items": {"type": "object", "properties": {"description": {"type": "string"}, "account_id": {"type": "integer"}, "price_unit": {"type": "number"}, "quantity": {"type": "number"}, "tax_ids": {"type": "array", "items": {"type": "integer"}}}}, "description": "Invoice line items"}, "post": {"type": "boolean", "description": "Auto-post the bill after creation"}}, "required": ["partner_id", "invoice_date", "lines"]}</field>
+    </record>
+
+    <record id="tool_register_bill_payment" model="fusion.accounting.tool">
+        <field name="name">register_bill_payment</field>
+        <field name="display_name_field">Register Bill Payment</field>
+        <field name="description">[Tier 3: Requires user approval] Register a payment on a posted vendor bill from a specific bank journal. Optionally reconcile the payment to a bank statement line. Use after create_vendor_bill to complete the full bill+payment+reconciliation flow.</field>
+        <field name="domain">accounts_payable</field>
+        <field name="tier">3</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"bill_id": {"type": "integer", "description": "Posted bill ID (account.move)"}, "journal_id": {"type": "integer", "description": "Bank journal ID for payment"}, "payment_date": {"type": "string", "description": "Payment date (YYYY-MM-DD)"}, "amount": {"type": "number", "description": "Payment amount (defaults to bill total)"}, "statement_line_id": {"type": "integer", "description": "Bank statement line ID to reconcile with"}}, "required": ["bill_id", "journal_id"]}</field>
+    </record>
+
+    <record id="tool_check_recurring_pattern" model="fusion.accounting.tool">
+        <field name="name">check_recurring_pattern</field>
+        <field name="display_name_field">Check Recurring Pattern</field>
+        <field name="description">Check if a bank line matches a known recurring payment pattern. Returns the historical account coding, HST treatment, partner, and reconciliation model if one exists. ALWAYS call this FIRST for every unreconciled bank line — if a recurring pattern exists, follow its instructions instead of asking the user. Pass line_id to auto-extract ref and amount.</field>
+        <field name="domain">bank_reconciliation</field>
+        <field name="tier">1</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"line_id": {"type": "integer", "description": "Bank statement line ID"}, "payment_ref": {"type": "string", "description": "Payment reference text (auto-extracted if line_id provided)"}, "amount": {"type": "number", "description": "Transaction amount (auto-extracted if line_id provided)"}}, "required": []}</field>
+    </record>
+
+    <record id="tool_match_internal_transfers" model="fusion.accounting.tool">
+        <field name="name">match_internal_transfers</field>
+        <field name="display_name_field">Match Internal Transfers</field>
+        <field name="description">[Tier 3: Requires user approval] Find and match inter-account transfers between two bank journals (e.g., Scotia Current ↔ Scotia Visa). Matches EXACT amounts within 2 days. ONLY matches when there is exactly one candidate — skips ambiguous cases. First call with execute=false to preview pairs, then execute=true to reconcile. Scotia Current=50, Scotia Visa=51, RBC Chequing=53, RBC Visa=28.</field>
+        <field name="domain">bank_reconciliation</field>
+        <field name="tier">3</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"journal_a_id": {"type": "integer", "description": "First bank journal ID"}, "journal_b_id": {"type": "integer", "description": "Second bank journal ID"}, "date_from": {"type": "string"}, "date_to": {"type": "string"}, "max_days_apart": {"type": "integer", "description": "Max days between matching lines (default 2)"}, "execute": {"type": "boolean", "description": "false=preview pairs only, true=actually reconcile"}}, "required": ["journal_a_id", "journal_b_id"]}</field>
+    </record>
+
+    <record id="tool_suggest_bank_line_matches" model="fusion.accounting.tool">
+        <field name="name">suggest_bank_line_matches</field>
+        <field name="display_name_field">Suggest Bank Line Matches</field>
+        <field name="description">[Tier 1: Read-only] Find candidate invoices/bills that could match a bank statement line. Extracts partner from the bank line reference, searches open receivables (for incoming payments) or payables (for outgoing payments), scores candidates by amount/partner/date proximity, and finds the best combination of entries that sum to the bank amount. Returns data for a reconciliation-mode fusion-table with editable amounts and search. The user reviews matches, adjusts amounts for partial payments, searches and adds more entries, then clicks Apply Match.</field>
+        <field name="domain">bank_reconciliation</field>
+        <field name="tier">1</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"statement_line_id": {"type": "integer", "description": "Bank statement line ID to find matches for"}}, "required": ["statement_line_id"]}</field>
+    </record>
+
+    <record id="tool_find_unreconciled_cheques" model="fusion.accounting.tool">
+        <field name="name">find_unreconciled_cheques</field>
+        <field name="display_name_field">Find Unreconciled Cheques</field>
+        <field name="description">[Tier 1: Read-only] Find unreconciled cheque bank lines and classify them as payroll or non-payroll. Payroll cheques have a matching credit amount on 2201 Payroll Liabilities. Non-payroll cheques (vendor payments, rent, etc.) don't. Default journal: Scotia Current (50).</field>
+        <field name="domain">bank_reconciliation</field>
+        <field name="tier">1</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"journal_id": {"type": "integer", "description": "Bank journal ID (default 50 = Scotia Current)"}, "limit": {"type": "integer", "description": "Max results (default 50)"}}}</field>
+    </record>
+
+    <record id="tool_reconcile_payroll_cheques" model="fusion.accounting.tool">
+        <field name="name">reconcile_payroll_cheques</field>
+        <field name="display_name_field">Reconcile Payroll Cheques</field>
+        <field name="description">[Tier 3: Requires user approval] Reconcile payroll cheque bank lines by applying the Payroll Cheque Clearing model. ONLY processes cheques whose amount matches an existing payroll liability entry on 2201. Non-payroll cheques (vendor/rent) are skipped automatically. Uses the pre-configured "Payroll Cheque Clearing" reconcile model (writeoff to Dr 2201).</field>
+        <field name="domain">bank_reconciliation</field>
+        <field name="tier">3</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"journal_id": {"type": "integer", "description": "Bank journal ID (default 50)"}, "line_ids": {"type": "array", "items": {"type": "integer"}, "description": "Optional: specific bank line IDs to reconcile. If empty, reconciles all matching payroll cheques."}}}</field>
+        <field name="required_groups">fusion_accounting.group_fusion_accounting_manager</field>
+    </record>
+
+    <record id="tool_create_expense_entry" model="fusion.accounting.tool">
+        <field name="name">create_expense_entry</field>
+        <field name="display_name_field">Create Direct GL Expense</field>
+        <field name="description">[Tier 3: Requires user approval] Create a direct GL expense entry in the Miscellaneous Operations journal. Alternative to creating a vendor bill — posts immediately. If has_hst=true, automatically splits the amount into net expense + 13% HST ITC on the 2006 account. Use this for small expenses where a formal vendor bill is not needed.</field>
+        <field name="domain">hst_management</field>
+        <field name="tier">3</field>
+        <field name="parameters_schema">{"type": "object", "properties": {"date": {"type": "string", "description": "Entry date (YYYY-MM-DD)"}, "description": {"type": "string", "description": "Expense description"}, "expense_account_id": {"type": "integer", "description": "GL expense account ID"}, "amount": {"type": "number", "description": "Total amount including HST if applicable"}, "has_hst": {"type": "boolean", "description": "Whether HST (13%) is included in the amount"}, "bank_journal_id": {"type": "integer", "description": "Bank journal for the credit side"}}, "required": ["date", "description", "expense_account_id", "amount"]}</field>
+    </record>
 </odoo>

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_accounting/models/__init__.py

@@ -5,3 +5,5 @@ from . import accounting_match_history
 from . import accounting_rule
 from . import accounting_dashboard
 from . import account_move_hook
+from . import vendor_tax_profile
+from . import recurring_pattern

fusion_accounting/models/account_move_hook.py

@@ -34,9 +34,14 @@ class AccountMoveAuditHook(models.Model):
         for line in move.line_ids:
             if not line.account_id:
                 issues.append(f'Line missing account: {line.name}')
-            if line.product_id and not line.tax_ids:
-                if move.move_type in ('out_invoice', 'out_refund', 'in_invoice', 'in_refund'):
-                    issues.append(f'Missing tax on product line: {line.product_id.name}')
+            # M6: Only flag missing tax when the product has taxes configured
+            # (avoids false positives for HST-exempt healthcare services)
+            if (line.product_id and not line.tax_ids
+                    and move.move_type in ('out_invoice', 'out_refund', 'in_invoice', 'in_refund')):
+                # Check if the product has default taxes configured
+                product_taxes = line.product_id.taxes_id if move.move_type in ('out_invoice', 'out_refund') else line.product_id.supplier_taxes_id
+                if product_taxes:
+                    issues.append(f'Missing tax on product line: {line.product_id.name} (product has taxes configured but line has none)')
 
         if not move.line_ids:
             issues.append('Entry has no lines')

fusion_accounting/models/accounting_dashboard.py

@@ -153,11 +153,15 @@ class FusionAccountingDashboard(models.TransientModel):
                     if balance > 0.01:
                         issues += 1
 
-            gaps = self.env['account.move'].search_count([
-                ('state', '=', 'posted'),
-                ('company_id', '=', rec.company_id.id),
-                ('made_sequence_gap', '=', True),
-            ])
+            # M4: Guard against made_sequence_gap field not existing
+            try:
+                gaps = self.env['account.move'].search_count([
+                    ('state', '=', 'posted'),
+                    ('company_id', '=', rec.company_id.id),
+                    ('made_sequence_gap', '=', True),
+                ])
+            except (ValueError, KeyError):
+                gaps = 0
             issues += gaps
 
             pending_approvals = self.env['fusion.accounting.match.history'].search_count([
@@ -205,59 +209,111 @@ class FusionAccountingDashboard(models.TransientModel):
     def _compute_action_centre(self):
         for rec in self:
             attention = []
+            today = fields.Date.today()
 
-            unrecon = self.env['account.bank.statement.line'].search_count([
-                ('is_reconciled', '=', False),
-                ('company_id', '=', rec.company_id.id),
-            ])
-            if unrecon > 0:
-                attention.append({
-                    'priority': 1,
-                    'title': f'{unrecon} unreconciled bank lines',
-                    'domain': 'bank_reconciliation',
-                    'action': 'Review and reconcile bank statement lines',
-                })
-
-            overdue = self.env['account.move'].search_count([
-                ('move_type', '=', 'out_invoice'),
-                ('state', '=', 'posted'),
-                ('payment_state', 'in', ('not_paid', 'partial')),
-                ('invoice_date_due', '<', fields.Date.today()),
-                ('company_id', '=', rec.company_id.id),
-            ])
-            if overdue > 0:
-                attention.append({
-                    'priority': 2,
-                    'title': f'{overdue} overdue customer invoices',
-                    'domain': 'accounts_receivable',
-                    'action': 'Send follow-up reminders',
-                })
-
+            # Pending AI approvals (highest priority)
             pending = self.env['fusion.accounting.match.history'].search_count([
                 ('decision', '=', 'pending'),
                 ('company_id', '=', rec.company_id.id),
             ])
             if pending > 0:
                 attention.append({
-                    'priority': 0,
-                    'title': f'{pending} AI actions awaiting approval',
+                    'priority': 0, 'severity': 'danger',
+                    'title': f'{pending} AI actions awaiting your approval',
                     'domain': 'audit',
-                    'action': 'Review and approve/reject pending actions',
+                    'action': 'Review and approve or reject pending actions',
+                    'prompt': 'Show me all pending approval actions',
                 })
 
+            # Unreconciled bank lines
+            unrecon = self.env['account.bank.statement.line'].search_count([
+                ('is_reconciled', '=', False),
+                ('company_id', '=', rec.company_id.id),
+            ])
+            if unrecon > 0:
+                attention.append({
+                    'priority': 1, 'severity': 'warning',
+                    'title': f'{unrecon} unreconciled bank lines',
+                    'domain': 'bank_reconciliation',
+                    'action': 'Review and reconcile bank statement lines',
+                    'prompt': 'Show me unreconciled bank lines across all journals with a breakdown by journal',
+                })
+
+            # Overdue customer invoices
+            overdue = self.env['account.move'].search_count([
+                ('move_type', '=', 'out_invoice'),
+                ('state', '=', 'posted'),
+                ('payment_state', 'in', ('not_paid', 'partial')),
+                ('invoice_date_due', '<', today),
+                ('company_id', '=', rec.company_id.id),
+            ])
+            if overdue > 0:
+                attention.append({
+                    'priority': 2, 'severity': 'warning',
+                    'title': f'{overdue} overdue customer invoices',
+                    'domain': 'accounts_receivable',
+                    'action': 'Send follow-up reminders',
+                    'prompt': 'Show me overdue invoices sorted by amount',
+                })
+
+            # Unpaid vendor bills due this week
+            week_end = today + timedelta(days=7)
+            due_bills = self.env['account.move'].search_count([
+                ('move_type', '=', 'in_invoice'),
+                ('state', '=', 'posted'),
+                ('payment_state', 'in', ('not_paid', 'partial')),
+                ('invoice_date_due', '<=', week_end),
+                ('invoice_date_due', '>=', today),
+                ('company_id', '=', rec.company_id.id),
+            ])
+            if due_bills > 0:
+                attention.append({
+                    'priority': 3, 'severity': 'info',
+                    'title': f'{due_bills} vendor bills due this week',
+                    'domain': 'accounts_payable',
+                    'action': 'Review upcoming payments',
+                    'prompt': f'Show me vendor bills due between {today} and {week_end}',
+                })
+
+            # Stale draft entries
             drafts = self.env['account.move'].search_count([
                 ('state', '=', 'draft'),
-                ('date', '<=', fields.Date.today() - timedelta(days=30)),
+                ('date', '<=', today - timedelta(days=30)),
                 ('company_id', '=', rec.company_id.id),
             ])
             if drafts > 0:
                 attention.append({
-                    'priority': 3,
+                    'priority': 4, 'severity': 'muted',
                     'title': f'{drafts} stale draft entries (30+ days)',
                     'domain': 'journal_review',
                     'action': 'Post or delete stale draft entries',
+                    'prompt': 'Find all stale draft entries older than 30 days',
                 })
 
+            # Unmatched customer payments (on outstanding receipts accounts)
+            try:
+                outstanding_accts = self.env['account.account'].search([
+                    ('name', 'ilike', 'outstanding receipt'),
+                    ('company_ids', 'in', rec.company_id.id),
+                ])
+                if outstanding_accts:
+                    unmatched_payments = self.env['account.move.line'].search_count([
+                        ('account_id', 'in', outstanding_accts.ids),
+                        ('parent_state', '=', 'posted'),
+                        ('reconciled', '=', False),
+                        ('company_id', '=', rec.company_id.id),
+                    ])
+                    if unmatched_payments > 0:
+                        attention.append({
+                            'priority': 5, 'severity': 'info',
+                            'title': f'{unmatched_payments} unmatched customer payments',
+                            'domain': 'accounts_receivable',
+                            'action': 'Match payments to invoices',
+                            'prompt': 'Show me unmatched customer payments that need to be applied to invoices',
+                        })
+            except Exception:
+                pass
+
             attention.sort(key=lambda x: x['priority'])
             rec.needs_attention_json = json.dumps(attention)
 
@@ -267,7 +323,7 @@ class FusionAccountingDashboard(models.TransientModel):
             rec.recent_activity_json = json.dumps([{
                 'tool': r.tool_name,
                 'decision': r.decision,
-                'date': str(r.proposed_at),
+                'date': r.proposed_at.isoformat() if r.proposed_at else '',
                 'amount': r.amount,
             } for r in recent])
 

fusion_accounting/models/accounting_match_history.py

@@ -1,19 +1,83 @@
+import json
 import logging
 from odoo import models, fields, api
 
 _logger = logging.getLogger(__name__)
 
 
+TOOL_LABELS = {
+    'get_unreconciled_bank_lines': 'Get Unreconciled Bank Lines',
+    'get_unreconciled_receipts': 'Get Unreconciled Receipts',
+    'match_bank_line_to_payments': 'Match Bank Line to Payments',
+    'auto_reconcile_bank_lines': 'Auto-Reconcile Bank Lines',
+    'apply_reconcile_model': 'Apply Reconcile Model',
+    'unmatch_bank_line': 'Unmatch Bank Line',
+    'get_reconcile_suggestions': 'Get Reconcile Suggestions',
+    'sum_payments_by_date': 'Sum Payments by Date',
+    'get_bank_line_details': 'Get Bank Line Details',
+    'check_recurring_pattern': 'Check Recurring Pattern',
+    'match_internal_transfers': 'Match Internal Transfers',
+    'find_unreconciled_cheques': 'Find Unreconciled Cheques',
+    'reconcile_payroll_cheques': 'Reconcile Payroll Cheques',
+    'suggest_bank_line_matches': 'Suggest Bank Line Matches',
+    'search_matching_entries': 'Search Matching Entries',
+    'calculate_hst_balance': 'Calculate HST Balance',
+    'create_expense_entry': 'Create Expense Entry',
+    'find_missing_itc_bills': 'Find Missing ITC Bills',
+    'find_missing_tax_invoices': 'Find Missing Tax Invoices',
+    'get_tax_report': 'Get Tax Report',
+    'get_ar_aging': 'Get AR Aging',
+    'get_overdue_invoices': 'Get Overdue Invoices',
+    'get_partner_balance': 'Get Partner Balance',
+    'get_ap_aging': 'Get AP Aging',
+    'get_unpaid_bills': 'Get Unpaid Bills',
+    'find_duplicate_bills': 'Find Duplicate Bills',
+    'create_vendor_bill': 'Create Vendor Bill',
+    'register_bill_payment': 'Register Bill Payment',
+    'get_profit_loss': 'Get Profit & Loss',
+    'get_balance_sheet': 'Get Balance Sheet',
+    'get_trial_balance': 'Get Trial Balance',
+    'get_cash_flow': 'Get Cash Flow',
+    'compare_periods': 'Compare Periods',
+    'get_invoicing_summary': 'Get Invoicing Summary',
+    'get_billing_summary': 'Get Billing Summary',
+    'get_collections_summary': 'Get Collections Summary',
+    'create_payroll_journal_entry': 'Create Payroll Journal Entry',
+    'find_adp_without_payment': 'Find ADP Without Payment',
+    'get_adp_receivable_aging': 'Get ADP Receivable Aging',
+    'register_adp_batch_payment': 'Register ADP Batch Payment',
+    'get_close_checklist': 'Get Month-End Checklist',
+    'find_draft_entries': 'Find Draft Entries',
+    'find_wrong_direction_balances': 'Find Wrong Direction Balances',
+    'find_duplicate_entries': 'Find Duplicate Entries',
+    'get_payroll_entries': 'Get Payroll Entries',
+    'get_cra_remittance_status': 'Get CRA Remittance Status',
+}
+
+
 class FusionAccountingMatchHistory(models.Model):
     _name = 'fusion.accounting.match.history'
     _description = 'Fusion Accounting Match History'
     _order = 'proposed_at desc'
+    _rec_name = 'display_label'
 
+    display_label = fields.Char(
+        string='Label', compute='_compute_display_label', store=True,
+    )
     session_id = fields.Many2one(
         'fusion.accounting.session', string='Session',
         index=True, ondelete='cascade',
     )
     tool_name = fields.Char(string='Tool Name', required=True, index=True)
+    tool_display_name = fields.Char(
+        string='Tool', compute='_compute_tool_display_name', store=True,
+    )
+    tool_params_pretty = fields.Text(
+        string='Parameters', compute='_compute_pretty_json',
+    )
+    tool_result_pretty = fields.Text(
+        string='Result', compute='_compute_pretty_json',
+    )
     tool_params = fields.Text(string='Tool Parameters (JSON)')
     tool_result = fields.Text(string='Tool Result (JSON)')
     ai_reasoning = fields.Text(string='AI Reasoning')
@@ -60,6 +124,30 @@ class FusionAccountingMatchHistory(models.Model):
         default=lambda self: self.env.company,
     )
 
+    @api.depends('tool_name')
+    def _compute_tool_display_name(self):
+        for rec in self:
+            rec.tool_display_name = TOOL_LABELS.get(rec.tool_name, (rec.tool_name or '').replace('_', ' ').title())
+
+    @api.depends('tool_params', 'tool_result')
+    def _compute_pretty_json(self):
+        for rec in self:
+            for src, dst in [('tool_params', 'tool_params_pretty'), ('tool_result', 'tool_result_pretty')]:
+                raw = getattr(rec, src) or '{}'
+                try:
+                    parsed = json.loads(raw)
+                    setattr(rec, dst, json.dumps(parsed, indent=2, default=str, ensure_ascii=False))
+                except (json.JSONDecodeError, TypeError):
+                    setattr(rec, dst, raw)
+
+    @api.depends('tool_name', 'proposed_at', 'decision')
+    def _compute_display_label(self):
+        for rec in self:
+            label = TOOL_LABELS.get(rec.tool_name, (rec.tool_name or '').replace('_', ' ').title())
+            date_str = rec.proposed_at.strftime('%b %d %H:%M') if rec.proposed_at else ''
+            decision_str = dict(rec._fields['decision'].selection).get(rec.decision, '')
+            rec.display_label = f"{label} — {decision_str} ({date_str})" if date_str else label
+
     def action_approve(self):
         self.write({
             'decision': 'approved',

fusion_accounting/models/accounting_rule.py

@@ -104,7 +104,7 @@ class FusionAccountingRule(models.Model):
             if (rec.approval_tier == 'needs_approval'
                     and rec.total_uses >= rec.min_sample_size
                     and rec.confidence_score >= rec.promotion_threshold):
-                rec.approval_tier = 'auto'
+                rec.write({'approval_tier': 'auto'})
                 _logger.info(
                     "Rule '%s' promoted to auto-approved (confidence=%.2f, uses=%d)",
                     rec.name, rec.confidence_score, rec.total_uses,
@@ -116,5 +116,6 @@ class FusionAccountingRule(models.Model):
     def action_rollback(self):
         for rec in self:
             if rec.parent_rule_id:
-                rec.active = False
-                rec.parent_rule_id.active = True
+                # M5: Use write() to trigger tracking on tracked fields
+                rec.write({'active': False})
+                rec.parent_rule_id.write({'active': True})

fusion_accounting/models/recurring_pattern.py

@@ -0,0 +1,216 @@
+import json
+import logging
+import re
+from collections import defaultdict
+from odoo import models, fields, api
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionRecurringPattern(models.Model):
+    _name = 'fusion.recurring.pattern'
+    _description = 'Recurring Bank Transaction Pattern (AI Cache)'
+    _order = 'occurrences desc'
+
+    name = fields.Char(string='Pattern Name', required=True)
+    ref_keyword = fields.Char(
+        string='Reference Keyword',
+        help='The payment_ref substring that identifies this pattern.',
+        index=True,
+    )
+    amount = fields.Float(string='Amount', digits=(12, 2))
+    amount_is_fixed = fields.Boolean(
+        string='Fixed Amount',
+        help='True if the amount is always the same. False if it varies.',
+    )
+    journal_id = fields.Many2one('account.journal', string='Bank Journal')
+    company_id = fields.Many2one(
+        'res.company', string='Company',
+        default=lambda self: self.env.company,
+    )
+
+    # How this was coded historically
+    expense_account_id = fields.Many2one(
+        'account.account', string='Expense Account',
+    )
+    expense_account_code = fields.Char(
+        related='expense_account_id.code', string='Account Code', store=True,
+    )
+    has_hst = fields.Boolean(string='Has HST')
+    partner_id = fields.Many2one('res.partner', string='Partner')
+    reconcile_model_id = fields.Many2one(
+        'account.reconcile.model', string='Reconciliation Model',
+        help='If this pattern was handled by a reconciliation model.',
+    )
+
+    # AI-readable instructions
+    action_note = fields.Text(
+        string='Action (AI-Readable)',
+        help='Plain English instructions for the AI on how to handle this pattern.',
+    )
+
+    # Stats
+    occurrences = fields.Integer(string='Times Seen')
+    first_seen = fields.Date(string='First Seen')
+    last_seen = fields.Date(string='Last Seen')
+    last_computed = fields.Datetime(string='Last Computed')
+
+    _sql_constraints = [
+        ('pattern_uniq', 'unique(ref_keyword, amount, company_id)',
+         'One pattern per keyword+amount per company'),
+    ]
+
+    def _rebuild_all_patterns(self, min_occurrences=3, since='2024-01-01'):
+        """Scan reconciled bank lines for recurring patterns and cache how they were coded."""
+        _logger.info("Rebuilding recurring patterns (min=%d, since=%s)...", min_occurrences, since)
+        companies = self.env['res.company'].search([])
+        total_created = 0
+        total_updated = 0
+
+        for company in companies:
+            # Step 1: Find recurring ref+amount combinations
+            self.env.cr.execute("""
+                SELECT LEFT(bsl.payment_ref, 60) as ref_pattern,
+                    bsl.amount,
+                    count(*) as occurrences,
+                    MIN(am.date) as first_seen,
+                    MAX(am.date) as last_seen,
+                    MODE() WITHIN GROUP (ORDER BY am.journal_id) as journal_id
+                FROM account_bank_statement_line bsl
+                JOIN account_move am ON bsl.move_id = am.id
+                WHERE bsl.is_reconciled = true
+                    AND am.company_id = %s
+                    AND am.date >= %s
+                    AND bsl.payment_ref IS NOT NULL
+                    AND bsl.payment_ref != ''
+                GROUP BY LEFT(bsl.payment_ref, 60), bsl.amount
+                HAVING count(*) >= %s
+                ORDER BY count(*) DESC
+                LIMIT 200
+            """, (company.id, since, min_occurrences))
+            patterns = self.env.cr.dictfetchall()
+
+            for pat in patterns:
+                ref = pat['ref_pattern'].strip()
+                if not ref or len(ref) < 3:
+                    continue
+
+                # Step 2: Trace how one instance was coded
+                self.env.cr.execute("""
+                    SELECT aml.account_id, aml.tax_line_id, aml.partner_id
+                    FROM account_bank_statement_line bsl
+                    JOIN account_move am ON bsl.move_id = am.id
+                    JOIN account_move_line aml ON aml.move_id = am.id
+                    WHERE bsl.is_reconciled = true
+                        AND bsl.payment_ref ILIKE %s
+                        AND bsl.amount = %s
+                        AND am.company_id = %s
+                        AND aml.display_type NOT IN ('line_section', 'line_note')
+                        AND aml.account_id NOT IN (
+                            SELECT default_account_id FROM account_journal
+                            WHERE company_id = %s AND default_account_id IS NOT NULL
+                        )
+                    ORDER BY bsl.id DESC
+                    LIMIT 5
+                """, (f'%{ref[:40]}%', pat['amount'], company.id, company.id))
+                coded_lines = self.env.cr.dictfetchall()
+
+                expense_account_id = None
+                has_hst = False
+                partner_id = None
+
+                for cl in coded_lines:
+                    if cl['tax_line_id']:
+                        has_hst = True
+                    elif cl['account_id'] and not expense_account_id:
+                        acct = self.env['account.account'].browse(cl['account_id'])
+                        if acct.exists() and acct.account_type in (
+                            'expense', 'expense_direct_cost', 'expense_depreciation',
+                            'asset_non_current', 'liability_non_current',
+                        ):
+                            expense_account_id = cl['account_id']
+                    if cl['partner_id'] and not partner_id:
+                        partner_id = cl['partner_id']
+
+                # Build a friendly name
+                clean_ref = re.sub(r'[X*]{3,}[\w-]*', '', ref).strip()
+                clean_ref = re.sub(r'\s{2,}', ' ', clean_ref)[:50]
+
+                # Build AI action note
+                acct_name = ''
+                if expense_account_id:
+                    acct = self.env['account.account'].browse(expense_account_id)
+                    acct_name = f'{acct.code} {acct.name}' if acct.exists() else ''
+
+                partner_name = ''
+                if partner_id:
+                    p = self.env['res.partner'].browse(partner_id)
+                    partner_name = p.name if p.exists() else ''
+
+                action_parts = [f'RECURRING PAYMENT (seen {pat["occurrences"]} times).']
+                if expense_account_id:
+                    action_parts.append(f'Post to account: {acct_name}.')
+                if has_hst:
+                    action_parts.append('HST applies — split with 13% ITC.')
+                else:
+                    action_parts.append('No HST — post without tax.')
+                if partner_name:
+                    action_parts.append(f'Partner: {partner_name}.')
+                action_parts.append('Apply same coding as previous occurrences — no user input needed.')
+
+                action_note = ' '.join(action_parts)
+
+                # Step 3: Check if a reconciliation model already handles this pattern
+                reco_model_id = None
+                try:
+                    reco_models = self.env['account.reconcile.model'].search([
+                        ('company_id', '=', company.id),
+                        ('active', '=', True),
+                        ('match_label_param', '!=', False),
+                    ])
+                    ref_lower = ref.lower()
+                    for rm in reco_models:
+                        if rm.match_label_param and rm.match_label_param.lower() in ref_lower:
+                            reco_model_id = rm.id
+                            action_parts.append(
+                                f'Reconciliation model "{rm.name}" (ID:{rm.id}) already handles this — '
+                                f'use apply_reconcile_model to apply it automatically.'
+                            )
+                            break
+                except Exception:
+                    pass
+
+                # Upsert
+                existing = self.search([
+                    ('ref_keyword', '=', ref),
+                    ('amount', '=', pat['amount']),
+                    ('company_id', '=', company.id),
+                ], limit=1)
+
+                vals = {
+                    'name': clean_ref,
+                    'ref_keyword': ref,
+                    'amount': pat['amount'],
+                    'amount_is_fixed': True,
+                    'journal_id': pat['journal_id'],
+                    'company_id': company.id,
+                    'expense_account_id': expense_account_id,
+                    'has_hst': has_hst,
+                    'partner_id': partner_id,
+                    'reconcile_model_id': reco_model_id,
+                    'action_note': action_note,
+                    'occurrences': pat['occurrences'],
+                    'first_seen': pat['first_seen'],
+                    'last_seen': pat['last_seen'],
+                    'last_computed': fields.Datetime.now(),
+                }
+
+                if existing:
+                    existing.write(vals)
+                    total_updated += 1
+                else:
+                    self.create(vals)
+                    total_created += 1
+
+        _logger.info("Recurring patterns rebuilt: %d created, %d updated", total_created, total_updated)
+        return {'created': total_created, 'updated': total_updated}

fusion_accounting/models/vendor_tax_profile.py

@@ -0,0 +1,221 @@
+import json
+import logging
+from odoo import models, fields, api
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionVendorTaxProfile(models.Model):
+    _name = 'fusion.vendor.tax.profile'
+    _description = 'Vendor Tax Profile (AI Cache)'
+    _order = 'total_bills desc'
+    _rec_name = 'partner_id'
+
+    partner_id = fields.Many2one(
+        'res.partner', string='Vendor', required=True, index=True,
+        ondelete='cascade',
+    )
+    company_id = fields.Many2one(
+        'res.company', string='Company',
+        default=lambda self: self.env.company,
+    )
+    total_bills = fields.Integer(string='Total Bills')
+    bills_with_hst = fields.Integer(string='Bills with HST')
+    bills_zero_rated = fields.Integer(string='Bills Zero-Rated')
+    avg_tax_pct = fields.Float(string='Avg Tax %', digits=(5, 2))
+
+    # Classification
+    tax_classification = fields.Selection([
+        ('always_hst', 'Always HST (13%)'),
+        ('mostly_hst', 'Mostly HST (>10%)'),
+        ('shipping_only', 'HST on Shipping Only (<2%)'),
+        ('never_hst', 'Never HST (0%)'),
+        ('mixed', 'Mixed / Inconsistent'),
+    ], string='Tax Classification')
+
+    # Most common expense account
+    primary_account_id = fields.Many2one(
+        'account.account', string='Primary Expense Account',
+    )
+    primary_account_code = fields.Char(
+        related='primary_account_id.code', string='Account Code', store=True,
+    )
+
+    # AI-readable note
+    tax_note = fields.Text(
+        string='Tax Note (AI-Readable)',
+        help='Plain English note the AI reads to understand tax treatment.',
+    )
+
+    # PO-tracked vendor — bills come from purchase orders, never from bank recon
+    is_po_vendor = fields.Boolean(
+        string='PO-Tracked Vendor',
+        help='Bills for this vendor are created from Purchase Orders. '
+             'Do NOT create bills during bank reconciliation — just match to existing bills.',
+    )
+    po_count = fields.Integer(string='Purchase Orders')
+
+    # Vendor details for matching
+    is_foreign = fields.Boolean(string='Foreign Vendor')
+    vendor_country = fields.Char(string='Vendor Country')
+
+    # Timestamps
+    last_computed = fields.Datetime(string='Last Computed')
+
+    _sql_constraints = [
+        ('partner_company_uniq', 'unique(partner_id, company_id)',
+         'One tax profile per vendor per company'),
+    ]
+
+    def _rebuild_all_profiles(self, min_bills=3):
+        """Rebuild all vendor tax profiles from posted bill history.
+        Called by cron or manually."""
+        _logger.info("Rebuilding vendor tax profiles (min_bills=%d)...", min_bills)
+        companies = self.env['res.company'].search([])
+
+        total_created = 0
+        total_updated = 0
+
+        for company in companies:
+            # Find all vendors with enough bills
+            self.env.cr.execute("""
+                SELECT m.partner_id, count(*) as bill_count,
+                    SUM(CASE WHEN m.amount_tax > 0.01 THEN 1 ELSE 0 END) as with_tax,
+                    SUM(CASE WHEN m.amount_tax <= 0.01 THEN 1 ELSE 0 END) as no_tax,
+                    COALESCE(AVG(CASE WHEN m.amount_untaxed > 0
+                        THEN m.amount_tax / m.amount_untaxed * 100
+                        ELSE 0 END), 0) as avg_tax_pct
+                FROM account_move m
+                WHERE m.move_type = 'in_invoice'
+                    AND m.state = 'posted'
+                    AND m.company_id = %s
+                    AND m.partner_id IS NOT NULL
+                GROUP BY m.partner_id
+                HAVING count(*) >= %s
+            """, (company.id, min_bills))
+            vendor_stats = self.env.cr.dictfetchall()
+
+            for vs in vendor_stats:
+                partner = self.env['res.partner'].browse(vs['partner_id'])
+                if not partner.exists():
+                    continue
+
+                # Classify
+                avg_pct = round(vs['avg_tax_pct'], 2)
+                total = vs['bill_count']
+                with_tax = vs['with_tax']
+                no_tax = vs['no_tax']
+
+                if no_tax == total:
+                    classification = 'never_hst'
+                    note = f'{partner.name} NEVER charges HST. All {total} bills are zero-rated. Do NOT apply HST.'
+                elif avg_pct >= 12.0:
+                    classification = 'always_hst'
+                    note = f'{partner.name} consistently charges HST at ~{avg_pct}%. Apply HST PURCHASE (13%) to all product lines.'
+                elif avg_pct >= 10.0:
+                    classification = 'mostly_hst'
+                    note = f'{partner.name} usually charges HST (~{avg_pct}%). {no_tax} of {total} bills had no tax. Apply HST by default but verify zero-rated items.'
+                elif avg_pct < 2.0 and with_tax > 0:
+                    classification = 'shipping_only'
+                    note = (
+                        f'{partner.name} products are zero-rated (avg tax only {avg_pct}% of subtotal). '
+                        f'HST applies ONLY to shipping/freight charges, NOT to product lines. '
+                        f'When creating a bill, use NO TAX PURCHASE on product lines and HST PURCHASE (13%) only on shipping lines.'
+                    )
+                else:
+                    classification = 'mixed'
+                    note = (
+                        f'{partner.name} has mixed tax treatment ({with_tax} bills with HST, {no_tax} without, avg {avg_pct}%). '
+                        f'Check each bill individually — some items may be zero-rated while others have HST.'
+                    )
+
+                # Find primary expense account
+                self.env.cr.execute("""
+                    SELECT aml.account_id, count(*) as cnt
+                    FROM account_move_line aml
+                    JOIN account_move m ON aml.move_id = m.id
+                    WHERE m.partner_id = %s
+                        AND m.move_type = 'in_invoice'
+                        AND m.state = 'posted'
+                        AND m.company_id = %s
+                        AND aml.display_type = 'product'
+                    GROUP BY aml.account_id
+                    ORDER BY count(*) DESC
+                    LIMIT 1
+                """, (vs['partner_id'], company.id))
+                acct_row = self.env.cr.fetchone()
+                primary_account_id = acct_row[0] if acct_row else False
+
+                # Check if foreign vendor
+                is_foreign = False
+                country = ''
+                if partner.country_id:
+                    country = partner.country_id.name
+                    is_foreign = partner.country_id.code != 'CA'
+                elif partner.vat and not partner.vat.startswith('CA'):
+                    is_foreign = True
+
+                # Only override to never_hst if foreign AND bills actually confirm no tax
+                # (Don't override if bill data shows they DO charge HST — e.g., Amazon Canada)
+                if is_foreign and avg_pct < 1.0 and no_tax > with_tax:
+                    classification = 'never_hst'
+                    note = f'{partner.name} is a FOREIGN vendor ({country or "non-Canadian"}) and bills confirm no HST. Do NOT apply any Canadian tax.'
+
+                # Check if this is a PO-tracked vendor (has confirmed purchase orders)
+                is_po_vendor = False
+                vendor_po_count = 0
+                try:
+                    self.env.cr.execute("""
+                        SELECT count(*) FROM purchase_order
+                        WHERE partner_id = %s AND state IN ('purchase', 'done')
+                          AND company_id = %s
+                    """, (vs['partner_id'], company.id))
+                    po_row = self.env.cr.fetchone()
+                    vendor_po_count = po_row[0] if po_row else 0
+                    is_po_vendor = vendor_po_count >= 3
+                except Exception:
+                    pass  # purchase module may not be installed
+
+                if is_po_vendor:
+                    note = (
+                        f'PO-TRACKED VENDOR ({vendor_po_count} purchase orders). '
+                        f'Bills are created from Purchase Orders — do NOT create bills during bank reconciliation. '
+                        f'Instead, find the existing unpaid bill and match the bank payment to it. '
+                        f'Tax treatment: {note}'
+                    )
+
+                # Upsert
+                existing = self.search([
+                    ('partner_id', '=', vs['partner_id']),
+                    ('company_id', '=', company.id),
+                ], limit=1)
+
+                vals = {
+                    'partner_id': vs['partner_id'],
+                    'company_id': company.id,
+                    'total_bills': total,
+                    'bills_with_hst': with_tax,
+                    'bills_zero_rated': no_tax,
+                    'avg_tax_pct': avg_pct,
+                    'tax_classification': classification,
+                    'primary_account_id': primary_account_id,
+                    'tax_note': note,
+                    'is_po_vendor': is_po_vendor,
+                    'po_count': vendor_po_count,
+                    'is_foreign': is_foreign,
+                    'vendor_country': country,
+                    'last_computed': fields.Datetime.now(),
+                }
+
+                if existing:
+                    existing.write(vals)
+                    total_updated += 1
+                else:
+                    self.create(vals)
+                    total_created += 1
+
+        _logger.info(
+            "Vendor tax profiles rebuilt: %d created, %d updated",
+            total_created, total_updated,
+        )
+        return {'created': total_created, 'updated': total_updated}

fusion_accounting/security/ir.model.access.csv

@@ -11,3 +11,9 @@ access_fusion_tool_user,fusion.accounting.tool.user,model_fusion_accounting_tool
 access_fusion_tool_admin,fusion.accounting.tool.admin,model_fusion_accounting_tool,group_fusion_accounting_admin,1,1,1,1
 access_fusion_dashboard_user,fusion.accounting.dashboard.user,model_fusion_accounting_dashboard,group_fusion_accounting_user,1,1,1,1
 access_fusion_rule_wizard_manager,fusion.accounting.rule.wizard.manager,model_fusion_accounting_rule_wizard,group_fusion_accounting_manager,1,1,1,1
+access_fusion_recurring_pattern_user,fusion.recurring.pattern.user,model_fusion_recurring_pattern,group_fusion_accounting_user,1,0,0,0
+access_fusion_recurring_pattern_manager,fusion.recurring.pattern.manager,model_fusion_recurring_pattern,group_fusion_accounting_manager,1,1,1,0
+access_fusion_recurring_pattern_admin,fusion.recurring.pattern.admin,model_fusion_recurring_pattern,group_fusion_accounting_admin,1,1,1,1
+access_fusion_vendor_profile_user,fusion.vendor.tax.profile.user,model_fusion_vendor_tax_profile,group_fusion_accounting_user,1,0,0,0
+access_fusion_vendor_profile_manager,fusion.vendor.tax.profile.manager,model_fusion_vendor_tax_profile,group_fusion_accounting_manager,1,1,1,0
+access_fusion_vendor_profile_admin,fusion.vendor.tax.profile.admin,model_fusion_vendor_tax_profile,group_fusion_accounting_admin,1,1,1,1

fusion_accounting/services/adapters/claude.py

@@ -50,9 +50,9 @@ class FusionAccountingAdapterClaude(models.AbstractModel):
     def _supports_extended_thinking(self, model):
         return '4-6' in model or '4-5' in model or '4-1' in model or '4-0' in model
 
-    def call_with_tools(self, system_prompt, messages, tools=None):
+    def call_with_tools(self, system_prompt, messages, tools=None, model_override=None):
         client = self._get_client()
-        model = self._get_model_name()
+        model = model_override or self._get_model_name()
 
         api_messages = []
         for msg in messages:

fusion_accounting/services/adapters/openai_adapter.py

@@ -52,9 +52,9 @@ class FusionAccountingAdapterOpenAI(models.AbstractModel):
     def _is_reasoning_model(self, model):
         return model.startswith('o1') or model.startswith('o3') or model.startswith('o4')
 
-    def call_with_tools(self, system_prompt, messages, tools=None):
+    def call_with_tools(self, system_prompt, messages, tools=None, model_override=None):
         client = self._get_client()
-        model = self._get_model_name()
+        model = model_override or self._get_model_name()
         is_reasoning = self._is_reasoning_model(model)
 
         if is_reasoning:

fusion_accounting/services/agent.py

@@ -1,12 +1,32 @@
 import json
 import logging
 import time
+from datetime import timedelta
 
 from odoo import models, fields, api, _
 from odoo.exceptions import UserError
 
 _logger = logging.getLogger(__name__)
 
+# In-memory execution state for live status polling.
+# Key: session_id, Value: {thinking, tool_calls, status}
+# Cleared after each chat() call completes.
+_execution_state = {}
+
+
+def get_execution_state(session_id):
+    """Get the current execution state for a session (called by polling endpoint)."""
+    return _execution_state.get(session_id, {'status': 'idle', 'thinking': '', 'tool_calls': []})
+
+
+# Inter-account transfer pairs: (source_journal, cc_journal, cc_account_pattern)
+# Source sends "MB-CREDIT CARD" (outgoing), CC receives "PAYMENT FROM" (incoming)
+TRANSFER_PAIRS = [
+    # (source_journal_id, cc_journal_id, outstanding_account_id)
+    (50, 51, 493),  # Scotia Current → Passport Visa, Outstanding Receipts - All Banks
+    (53, 28, 493),  # RBC Chequing → RBC Visa, Outstanding Receipts - All Banks
+]
+
 
 class FusionAccountingAgent(models.AbstractModel):
     _name = 'fusion.accounting.agent'
@@ -16,12 +36,75 @@ class FusionAccountingAgent(models.AbstractModel):
         ICP = self.env['ir.config_parameter'].sudo()
         return ICP.get_param(f'fusion_accounting.{key}', default)
 
+    # Domains that need deeper reasoning → use Sonnet
+    COMPLEX_DOMAINS = {'audit', 'month_end', 'hst_management', 'payroll_management'}
+    # Keywords in user messages that suggest complex analysis → use Sonnet
+    COMPLEX_KEYWORDS = {
+        'audit', 'analyze', 'analyse', 'review all', 'full report', 'investigate',
+        'month-end', 'month end', 'close the books', 'hst filing', 'tax return',
+        'what went wrong', 'why is', 'explain the difference', 'compare',
+    }
+
     def _get_adapter(self):
         provider = self._get_config('ai_provider', 'claude')
         if provider == 'claude':
             return self.env['fusion.accounting.adapter.claude']
         return self.env['fusion.accounting.adapter.openai']
 
+    def _route_model(self, session, user_message, has_image=False):
+        """Smart model routing: Haiku for routine tool calling, Sonnet for complex analysis.
+        Returns (model_name, can_escalate) — can_escalate=True means Haiku is trying first
+        and we should check if it needs help."""
+        provider = session.ai_provider or self._get_config('ai_provider', 'claude')
+        if provider != 'claude':
+            return None, False
+
+        # Always use Sonnet for images (vision quality matters for OCR)
+        if has_image:
+            return 'claude-sonnet-4-6', False
+
+        # Use Sonnet for complex domains
+        if session.context_domain in self.COMPLEX_DOMAINS:
+            return 'claude-sonnet-4-6', False
+
+        # Use Sonnet if the message contains complex analysis keywords
+        msg_lower = (user_message or '').lower()
+        if any(kw in msg_lower for kw in self.COMPLEX_KEYWORDS):
+            return 'claude-sonnet-4-6', False
+
+        # Default: Haiku with escalation enabled
+        return 'claude-haiku-4-5', True
+
+    def _should_escalate(self, response, tool_calls_log, turn):
+        """Check if Haiku's response suggests it needs Sonnet's help."""
+        text = (response.get('text') or '').lower()
+
+        # Haiku said it can't do something
+        uncertainty_phrases = [
+            "i'm not sure", "i cannot determine", "i don't have enough",
+            "unable to", "i'm unable", "this is complex", "beyond my",
+            "i need more context", "difficult to assess", "i apologize",
+            "i'm having trouble", "let me think about this differently",
+        ]
+        if any(phrase in text for phrase in uncertainty_phrases):
+            return True
+
+        # Haiku made no tool calls on first turn when it probably should have
+        # (user asked a question but Haiku just gave text without using tools)
+        if turn == 0 and not response.get('tool_calls') and not text:
+            return True
+
+        # Haiku had multiple tool errors
+        error_count = sum(1 for tc in tool_calls_log if tc.get('status') == 'error')
+        if error_count >= 2:
+            return True
+
+        # Response is very short for a data question (Haiku might be confused)
+        if turn == 0 and not response.get('tool_calls') and len(text) < 50:
+            return True
+
+        return False
+
     def _get_tool_registry(self):
         return self.env['fusion.accounting.tool'].search([('active', '=', True)])
 
@@ -41,9 +124,14 @@ class FusionAccountingAgent(models.AbstractModel):
     def _build_tool_definitions(self, tools):
         definitions = []
         for tool in tools:
+            # A2: Include tier info in description so AI knows which tools need approval
+            tier_label = {'1': 'Read-only', '2': 'Auto-approved', '3': 'Requires user approval'}.get(tool.tier, '')
+            desc = tool.description or ''
+            if tier_label:
+                desc = f"[Tier {tool.tier}: {tier_label}] {desc}"
             defn = {
                 'name': tool.name,
-                'description': tool.description,
+                'description': desc,
             }
             if tool.parameters_schema:
                 try:
@@ -100,8 +188,8 @@ class FusionAccountingAgent(models.AbstractModel):
         vals = {
             'session_id': session.id if session else False,
             'tool_name': tool_name,
-            'tool_params': json.dumps(params) if params else '{}',
-            'tool_result': json.dumps(result) if result else '{}',
+            'tool_params': json.dumps(params, indent=2, default=str) if params else '{}',
+            'tool_result': json.dumps(result, indent=2, default=str) if result else '{}',
             'ai_reasoning': reasoning,
             'ai_confidence': confidence,
             'rule_id': rule.id if rule else False,
@@ -111,12 +199,27 @@ class FusionAccountingAgent(models.AbstractModel):
         }
         return self.env['fusion.accounting.match.history'].sudo().create(vals)
 
-    def chat(self, session_id, user_message, context=None):
+    def chat(self, session_id, user_message, context=None, image=None):
         session = self.env['fusion.accounting.session'].browse(session_id)
         if not session.exists():
             raise UserError(_("Session not found."))
 
         adapter = self._get_adapter()
+        provider = self._get_config('ai_provider', 'claude')
+
+        # Pin provider to session to prevent cross-adapter message contamination (C5)
+        if session.ai_provider and session.ai_provider != provider:
+            _logger.warning(
+                "Session %s was started with %s but current provider is %s. "
+                "Keeping original provider to avoid message format conflicts.",
+                session.name, session.ai_provider, provider,
+            )
+            provider = session.ai_provider
+            if provider == 'claude':
+                adapter = self.env['fusion.accounting.adapter.claude']
+            else:
+                adapter = self.env['fusion.accounting.adapter.openai']
+
         tools = self._get_tools_for_user()
         tool_definitions = self._build_tool_definitions(tools)
         rules = self._load_rules()
@@ -126,34 +229,106 @@ class FusionAccountingAgent(models.AbstractModel):
         )
 
         messages_json = json.loads(session.message_ids_json or '[]')
-        messages_json.append({'role': 'user', 'content': user_message})
+
+        # Build user message — may include image for vision
+        if image and isinstance(image, dict) and image.get('base64'):
+            user_content = []
+            if user_message:
+                user_content.append({'type': 'text', 'text': user_message})
+            user_content.append({
+                'type': 'image',
+                'source': {
+                    'type': 'base64',
+                    'media_type': image.get('media_type', 'image/png'),
+                    'data': image['base64'],
+                },
+            })
+            messages_json.append({'role': 'user', 'content': user_content})
+        else:
+            messages_json.append({'role': 'user', 'content': user_message})
+
+        # Smart model routing: Haiku for routine, Sonnet for complex
+        has_image = bool(image and isinstance(image, dict) and image.get('base64'))
+        model_override, can_escalate = self._route_model(session, user_message, has_image=has_image)
+        escalated = False
+        if model_override:
+            _logger.info("Model routing: %s → %s (escalation=%s)", session.name, model_override, can_escalate)
 
         max_turns = max(int(self._get_config('max_tool_calls', '20')), 1)
         total_tokens_in = 0
         total_tokens_out = 0
         response = {'text': '', 'tool_calls': None}
+        has_pending_tier3 = False
+        tool_calls_log = []  # Track tool calls for frontend display
+        reconciliation_data = None  # Raw data from suggest_bank_line_matches
+
+        # Initialize live execution state for polling
+        _execution_state[session.id] = {
+            'status': 'thinking',
+            'thinking': '',
+            'tool_calls': [],
+            'turn': 0,
+        }
 
         for turn in range(max_turns):
+            _execution_state[session.id]['status'] = 'calling_ai'
+            _execution_state[session.id]['turn'] = turn + 1
+
             response = adapter.call_with_tools(
                 system_prompt=system_prompt,
                 messages=messages_json,
                 tools=tool_definitions,
+                model_override=model_override,
             )
             total_tokens_in += response.get('tokens_in', 0)
             total_tokens_out += response.get('tokens_out', 0)
 
+            # Check if Haiku needs to escalate to Sonnet
+            if can_escalate and not escalated and self._should_escalate(response, tool_calls_log, turn):
+                _logger.info("Escalating %s from Haiku → Sonnet (turn %d)", session.name, turn)
+                model_override = 'claude-sonnet-4-6'
+                escalated = True
+                can_escalate = False
+                _execution_state[session.id]['status'] = 'escalating'
+                # Re-call with Sonnet
+                response = adapter.call_with_tools(
+                    system_prompt=system_prompt,
+                    messages=messages_json,
+                    tools=tool_definitions,
+                    model_override=model_override,
+                )
+                total_tokens_in += response.get('tokens_in', 0)
+                total_tokens_out += response.get('tokens_out', 0)
+
+            # Capture thinking text for live display
+            thinking = ''
+            for block in (response.get('raw_content') or []):
+                if hasattr(block, 'type') and block.type == 'thinking':
+                    thinking = block.thinking
+                    break
+            if thinking:
+                _execution_state[session.id]['thinking'] = thinking[:500]  # Truncated for live display
+
             if response.get('tool_calls'):
                 tool_results = []
+                _execution_state[session.id]['status'] = 'calling_tools'
+
                 for tc in response['tool_calls']:
                     tool_name = tc['name']
                     tool_params = tc.get('arguments', {})
                     tool_rec = tools.filtered(lambda t: t.name == tool_name)
                     tier = tool_rec.tier if tool_rec else '1'
 
+                    # Update live state: show which tool is running
+                    _execution_state[session.id]['tool_calls'].append({
+                        'name': tool_name, 'status': 'running',
+                    })
+
                     if tier == '3':
+                        has_pending_tier3 = True
                         history_rec = self._log_match_history(
                             session, tool_name, tool_params, None,
-                            reasoning=tc.get('reasoning', ''),
+                            reasoning=thinking or '',
                             confidence=tc.get('confidence', 0.0),
                             tier='3',
                         )
@@ -165,17 +340,43 @@ class FusionAccountingAgent(models.AbstractModel):
                                 'message': f'Action requires user approval. Match history ID: {history_rec.id}',
                             }),
                         })
+                        tool_calls_log.append({
+                            'name': tool_name,
+                            'tier': tier,
+                            'status': 'pending_approval',
+                            'summary': self._build_tool_call_summary(tool_name, tool_params, None),
+                        })
+                        _execution_state[session.id]['tool_calls'][-1]['status'] = 'pending'
                     else:
+                        t0 = time.time()
                         result = self._execute_tool(tool_name, tool_params, session.id)
+                        elapsed = round((time.time() - t0) * 1000)
                         self._log_match_history(
                             session, tool_name, tool_params, result,
-                            reasoning=tc.get('reasoning', ''),
+                            reasoning=thinking or '',
                             tier=tier,
                         )
                         tool_results.append({
                             'tool_call_id': tc.get('id', ''),
                             'result': json.dumps(result) if not isinstance(result, str) else result,
                         })
+                        tc_status = 'error' if isinstance(result, dict) and result.get('error') else 'ok'
+                        tc_summary = self._build_tool_call_summary(tool_name, tool_params, result)
+
+                        # Capture reconciliation data for direct frontend rendering
+                        if tool_name == 'suggest_bank_line_matches' and tc_status == 'ok':
+                            reconciliation_data = result
+                        tool_calls_log.append({
+                            'name': tool_name,
+                            'tier': tier,
+                            'status': tc_status,
+                            'summary': tc_summary,
+                            'duration_ms': elapsed,
+                        })
+                        # Update live state
+                        _execution_state[session.id]['tool_calls'][-1].update({
+                            'status': tc_status, 'summary': tc_summary, 'duration_ms': elapsed,
+                        })
                         try:
                             self._check_rule_proposal(tool_name, tool_params, session)
                         except Exception:
@@ -184,7 +385,30 @@ class FusionAccountingAgent(models.AbstractModel):
                 messages_json = adapter.append_tool_results(
                     messages_json, response, tool_results,
                 )
-                session.tool_call_count += len(tool_results)
+                session.write({'tool_call_count': session.tool_call_count + len(tool_results)})
+
+                # C2: Short-circuit loop when Tier 3 actions are pending —
+                # force a final text response so the AI can present approval cards
+                if has_pending_tier3:
+                    try:
+                        response = adapter.call_with_tools(
+                            system_prompt=system_prompt,
+                            messages=messages_json,
+                            tools=[],
+                            model_override=model_override,
+                        )
+                        total_tokens_in += response.get('tokens_in', 0)
+                        total_tokens_out += response.get('tokens_out', 0)
+                        messages_json.append({
+                            'role': 'assistant',
+                            'content': response.get('text', 'I have proposed actions that require your approval.'),
+                        })
+                    except Exception:
+                        messages_json.append({
+                            'role': 'assistant',
+                            'content': 'I have proposed actions that require your approval. Please review the pending items above.',
+                        })
+                    break
             else:
                 assistant_text = response.get('text', '')
                 messages_json.append({'role': 'assistant', 'content': assistant_text})
@@ -196,6 +420,7 @@ class FusionAccountingAgent(models.AbstractModel):
                     system_prompt=system_prompt,
                     messages=messages_json,
                     tools=[],
+                    model_override=model_override,
                 )
                 total_tokens_in += response.get('tokens_in', 0)
                 total_tokens_out += response.get('tokens_out', 0)
@@ -210,8 +435,8 @@ class FusionAccountingAgent(models.AbstractModel):
             'message_ids_json': json.dumps(messages_json),
             'token_count_in': session.token_count_in + total_tokens_in,
             'token_count_out': session.token_count_out + total_tokens_out,
-            'ai_provider': self._get_config('ai_provider', 'claude'),
-            'ai_model': adapter._get_model_name(),
+            'ai_provider': provider,
+            'ai_model': model_override or adapter._get_model_name(),
         })
 
         pending = self.env['fusion.accounting.match.history'].search([
@@ -219,19 +444,190 @@ class FusionAccountingAgent(models.AbstractModel):
             ('decision', '=', 'pending'),
         ])
 
-        return {
+        # Clear live execution state
+        _execution_state.pop(session.id, None)
+
+        # Add escalation marker to tool calls log if it happened
+        if escalated:
+            tool_calls_log.insert(0, {
+                'name': 'model_escalation',
+                'tier': '-',
+                'status': 'ok',
+                'summary': 'Escalated from Haiku to Sonnet for deeper analysis',
+                'duration_ms': 0,
+            })
+
+        result_payload = {
             'text': response.get('text', ''),
-            'pending_approvals': [{
-                'id': p.id,
-                'tool_name': p.tool_name,
-                'params': p.tool_params,
-                'reasoning': p.ai_reasoning,
-                'confidence': p.ai_confidence,
-                'amount': p.amount,
-            } for p in pending],
+            'tool_calls_log': tool_calls_log,
+            'pending_approvals': [self._format_pending_approval(p) for p in pending],
             'session_id': session.id,
+            'model_used': model_override or adapter._get_model_name(),
         }
 
+        # Attach raw reconciliation data so frontend renders it directly
+        # (instead of relying on AI to format fusion-table JSON correctly)
+        if reconciliation_data:
+            result_payload['reconciliation_table'] = reconciliation_data
+
+        return result_payload
+
+    def _build_tool_call_summary(self, tool_name, params, result):
+        """Build a one-line summary of what a tool call did, for the collapsed tool log."""
+        try:
+            # Result-based summaries (when we have output)
+            if result and isinstance(result, dict) and not result.get('error'):
+                count = result.get('count')
+                status = result.get('status')
+                if status == 'created':
+                    name = result.get('name', '')
+                    return f"Created {name}" if name else "Created successfully"
+                if status == 'matched':
+                    return "Matched successfully"
+                if count is not None:
+                    return f"Found {count} result{'s' if count != 1 else ''}"
+                if 'balance' in result:
+                    return f"Balance: ${result['balance']:,.2f}"
+                if 'total' in result:
+                    return f"Total: ${result['total']:,.2f}"
+                if 'entries' in result:
+                    return f"Found {len(result['entries'])} entries"
+                if 'accounts' in result:
+                    return f"Found {len(result['accounts'])} accounts"
+                if status:
+                    return str(status)
+
+            if result and isinstance(result, dict) and result.get('error'):
+                err = str(result['error'])
+                return f"Error: {err[:80]}"
+
+            # Params-based summaries (for pending approvals, no result yet)
+            if params:
+                ref = params.get('ref', params.get('reference', params.get('name', '')))
+                amount = params.get('amount')
+                lines = params.get('lines', [])
+                if lines:
+                    total = sum(l.get('debit', 0) for l in lines)
+                    return f"{ref} — ${total:,.2f}" if ref else f"${total:,.2f} journal entry"
+                if ref and amount:
+                    return f"{ref} — ${abs(amount):,.2f}"
+                if ref:
+                    return str(ref)
+
+            return "Completed"
+        except Exception:
+            return "Completed"
+
+    def _format_pending_approval(self, history):
+        """Build a rich approval payload so the UI can show exactly what's being approved."""
+        params = {}
+        try:
+            params = json.loads(history.tool_params or '{}')
+        except json.JSONDecodeError:
+            pass
+
+        # Extract amount from params — look in common locations
+        amount = history.amount or 0.0
+        if not amount:
+            # Try to compute from journal entry lines
+            lines = params.get('lines', [])
+            if lines:
+                amount = sum(l.get('debit', 0) for l in lines)
+            # Or from direct amount field
+            if not amount:
+                amount = abs(params.get('amount', 0))
+
+        # Build a human-readable summary of what this action will do
+        summary = self._build_approval_summary(history.tool_name, params)
+
+        return {
+            'id': history.id,
+            'tool_name': history.tool_name,
+            'params': history.tool_params,
+            'reasoning': history.ai_reasoning,
+            'confidence': history.ai_confidence,
+            'amount': amount,
+            'summary': summary,
+        }
+
+    def _resolve_account_label(self, account_id):
+        """Resolve an account ID to 'code - name' for display."""
+        if not account_id:
+            return '?'
+        try:
+            acct = self.env['account.account'].browse(int(account_id))
+            if acct.exists():
+                return f"{acct.code} {acct.name}"
+        except Exception:
+            pass
+        return str(account_id)
+
+    def _build_approval_summary(self, tool_name, params):
+        """Generate a short human-readable description of what a Tier 3 action will do."""
+        try:
+            if tool_name == 'create_payroll_journal_entry':
+                ref = params.get('ref', 'Payroll Entry')
+                date = params.get('date', '?')
+                lines = params.get('lines', [])
+                total = sum(l.get('debit', 0) for l in lines)
+                acct_names = []
+                for l in lines:
+                    aid = l.get('account_id', '')
+                    acct_label = self._resolve_account_label(aid)
+                    if l.get('debit'):
+                        acct_names.append(f"Dr {acct_label}: ${l['debit']:,.2f}")
+                    elif l.get('credit'):
+                        acct_names.append(f"Cr {acct_label}: ${l['credit']:,.2f}")
+                detail = ' / '.join(acct_names) if acct_names else ''
+                return f"{ref} on {date} — ${total:,.2f}\n{detail}"
+
+            elif tool_name == 'create_vendor_bill':
+                partner = params.get('partner_name', params.get('partner_id', '?'))
+                amount = params.get('amount', 0)
+                ref = params.get('ref', params.get('reference', ''))
+                date = params.get('date', '?')
+                return f"Vendor bill for {partner} — ${abs(amount):,.2f} on {date}" + (f" ({ref})" if ref else "")
+
+            elif tool_name == 'register_bill_payment':
+                bill_id = params.get('bill_id', '?')
+                amount = params.get('amount', 0)
+                journal = params.get('journal_id', '?')
+                return f"Pay bill #{bill_id} — ${abs(amount):,.2f} from journal {journal}"
+
+            elif tool_name == 'create_expense_entry':
+                ref = params.get('ref', params.get('memo', 'Expense'))
+                amount = params.get('amount', 0)
+                account = params.get('expense_account_id', '?')
+                return f"{ref} — ${abs(amount):,.2f} to account {account}"
+
+            elif tool_name == 'register_hst_payment':
+                amount = params.get('amount', 0)
+                date = params.get('date', '?')
+                return f"HST remittance — ${abs(amount):,.2f} on {date}"
+
+            elif tool_name in ('apply_payment', 'send_followup', 'create_payment_reminder'):
+                partner = params.get('partner_name', params.get('partner_id', '?'))
+                amount = params.get('amount', 0)
+                return f"{tool_name.replace('_', ' ').title()} for {partner}" + (f" — ${abs(amount):,.2f}" if amount else "")
+
+            elif tool_name == 'flag_entry':
+                move_id = params.get('move_id', '?')
+                reason = params.get('reason', '')
+                return f"Flag entry #{move_id}" + (f": {reason}" if reason else "")
+
+            else:
+                # Generic fallback: show key params
+                parts = []
+                for key in ('ref', 'reference', 'name', 'partner_name', 'date', 'move_id'):
+                    if key in params:
+                        parts.append(f"{key}: {params[key]}")
+                if 'amount' in params:
+                    parts.append(f"${abs(params['amount']):,.2f}")
+                return ' | '.join(parts) if parts else json.dumps(params)[:120]
+
+        except Exception:
+            return str(params)[:120]
+
     def approve_action(self, match_history_id):
         history = self.env['fusion.accounting.match.history'].browse(match_history_id)
         if not history.exists() or history.decision != 'pending':
@@ -249,6 +645,15 @@ class FusionAccountingAgent(models.AbstractModel):
         if history.rule_id:
             history.rule_id.sudo()._record_decision(approved=True)
 
+        # C1: Update session messages_json so next chat turn has coherent history
+        self._update_session_after_decision(history, result)
+
+        # M8: Trigger promotion check after approval
+        try:
+            self.env['fusion.accounting.scoring'].check_promotions()
+        except Exception:
+            _logger.exception("Error checking promotions after approval")
+
         return result
 
     def _check_rule_proposal(self, tool_name, params, session):
@@ -312,4 +717,231 @@ class FusionAccountingAgent(models.AbstractModel):
         if history.rule_id:
             history.rule_id.sudo()._record_decision(approved=False)
 
-        return {'status': 'rejected', 'reason': reason}
+        # C1: Update session messages_json so next chat turn has coherent history
+        reject_result = {'status': 'rejected', 'reason': reason}
+        self._update_session_after_decision(history, reject_result)
+
+        return reject_result
+
+    def _update_session_after_decision(self, history, result):
+        """Update session messages_json to replace pending_approval placeholder
+        with actual tool result, preventing dangling tool_use blocks."""
+        session = history.session_id
+        if not session or not session.message_ids_json:
+            return
+        try:
+            messages = json.loads(session.message_ids_json)
+            result_str = json.dumps(result) if not isinstance(result, str) else result
+            updated = False
+            for msg in messages:
+                if msg.get('role') != 'user':
+                    continue
+                content = msg.get('content')
+                if isinstance(content, list):
+                    for block in content:
+                        if (isinstance(block, dict) and block.get('type') == 'tool_result'
+                                and 'pending_approval' in str(block.get('content', ''))):
+                            # Check if this is the matching tool_result block
+                            if str(history.id) in str(block.get('content', '')):
+                                block['content'] = result_str
+                                updated = True
+                                break
+                    if updated:
+                        break
+            if updated:
+                session.write({'message_ids_json': json.dumps(messages)})
+        except Exception:
+            _logger.warning("Failed to update session messages after decision for history %s", history.id)
+
+    # ----------------------------------------------------------------
+    # Cron: Auto-Reconcile Inter-Account Transfers
+    # ----------------------------------------------------------------
+    @api.model
+    def _cron_reconcile_transfers(self):
+        """Automatically reconcile inter-account credit card payments.
+
+        When a payment is made from a bank account (e.g. Scotia Current) to a
+        credit card (e.g. Scotia Passport Visa), two bank statement lines appear:
+          - Source side: "MB-CREDIT CARD" (negative) — reconciled by model 38/35
+          - CC side: "PAYMENT FROM *7814" (positive) — needs matching
+
+        The source-side reconciliation creates outstanding entries on account 493.
+        This cron matches the CC-side lines against those outstanding entries by
+        exact amount and closest date (within 3 days).
+        """
+        AML = self.env['account.move.line'].sudo()
+        BSL = self.env['account.bank.statement.line'].sudo()
+        company_partner_id = self.env.company.partner_id.id
+
+        total_reconciled = 0
+
+        for source_jid, cc_jid, outstanding_acct_id in TRANSFER_PAIRS:
+            # Find all unreconciled INCOMING lines on the credit card journal
+            cc_lines = BSL.search([
+                ('journal_id', '=', cc_jid),
+                ('is_reconciled', '=', False),
+                ('amount', '>', 0),  # Incoming payments only
+                ('company_id', '=', self.env.company.id),
+            ])
+            if not cc_lines:
+                continue
+
+            journal_name = cc_lines[0].journal_id.name
+            _logger.info(
+                "Transfer reconcile: %s — %d incoming unreconciled lines",
+                journal_name, len(cc_lines),
+            )
+
+            reconciled = 0
+            skipped = 0
+
+            for line in cc_lines:
+                line_date = line.move_id.date
+                amount = line.amount
+
+                # Find outstanding entries with exact matching amount
+                candidates = AML.search([
+                    ('account_id', '=', outstanding_acct_id),
+                    ('partner_id', '=', company_partner_id),
+                    ('reconciled', '=', False),
+                    ('amount_residual', '=', amount),
+                ])
+
+                if not candidates:
+                    skipped += 1
+                    continue
+
+                # Pick the candidate closest in date (within 3 days)
+                best = None
+                best_gap = 999
+                for c in candidates:
+                    gap = abs((c.date - line_date).days)
+                    if gap < best_gap:
+                        best_gap = gap
+                        best = c
+
+                if best_gap > 7:
+                    skipped += 1
+                    continue
+
+                # Set partner and reconcile
+                try:
+                    line.partner_id = company_partner_id
+                    line.set_line_bank_statement_line(best.ids)
+                    reconciled += 1
+                except Exception as e:
+                    _logger.warning(
+                        "Transfer reconcile failed: line %s (%s, $%.2f): %s",
+                        line.id, line.payment_ref, amount, e,
+                    )
+
+                # Commit every 50 lines to avoid long transactions
+                if reconciled % 50 == 0 and reconciled > 0:
+                    self.env.cr.commit()
+
+            self.env.cr.commit()
+            total_reconciled += reconciled
+            _logger.info(
+                "Transfer reconcile: %s — reconciled %d, skipped %d",
+                journal_name, reconciled, skipped,
+            )
+
+        _logger.info("Transfer reconcile complete: %d total reconciled", total_reconciled)
+
+    # ----------------------------------------------------------------
+    # One-time: Match payroll cheque bank lines against open payroll liability entries
+    # ----------------------------------------------------------------
+    @api.model
+    def _reconcile_payroll_cheques(self):
+        """Reconcile payroll cheque bank lines using writeoff to Payroll Liabilities (2201).
+
+        Your payroll JEs post:
+            Dr Salaries / Dr ER CPP-EI / Dr CRA Taxes
+                Cr 2201 Payroll Liabilities (net pay = cheque amount)
+
+        When the cheque clears the bank, the bank line shows:
+            "Cheque 1773 : Cheque" = -$1,477.95
+
+        This method finds cheque bank lines that have a matching payroll liability
+        entry (same amount) and applies a reconcile model that writes off to account
+        433 (Payroll Liabilities). This debits 433 to clear the liability.
+
+        Non-payroll cheques (no matching entry on 433) are skipped.
+        """
+        PAYROLL_LIABILITY_ACCT_ID = 433  # code 2201
+        SCOTIA_CURRENT_JOURNAL_ID = 50
+
+        AML = self.env['account.move.line'].sudo()
+        BSL = self.env['account.bank.statement.line'].sudo()
+        RecModel = self.env['account.reconcile.model'].sudo()
+
+        # Find the payroll cheque reconcile model (must be pre-created via XML or manually)
+        model = RecModel.search([
+            ('name', 'ilike', 'Payroll Cheque'),
+            ('company_id', '=', self.env.company.id),
+        ], limit=1)
+
+        if not model:
+            _logger.warning("Payroll cheque reconcile: no 'Payroll Cheque' model found — create one manually")
+            return
+
+        # Find all unreconciled cheque lines on Scotia Current (negative = outgoing)
+        # Only process lines after lock date to avoid lock date errors
+        cheque_lines = BSL.search([
+            ('journal_id', '=', SCOTIA_CURRENT_JOURNAL_ID),
+            ('is_reconciled', '=', False),
+            ('amount', '<', 0),
+            ('payment_ref', 'ilike', 'cheque'),
+            ('company_id', '=', self.env.company.id),
+        ], order='move_id asc')
+
+        # Filter to post-lock-date lines only
+        lock_date = self.env.company.fiscalyear_lock_date
+        if lock_date:
+            cheque_lines = cheque_lines.filtered(lambda l: l.move_id.date > lock_date)
+
+        _logger.info("Payroll cheque reconcile: found %d unreconciled cheque lines (post lock date)", len(cheque_lines))
+
+        # Build set of all known payroll liability credit amounts
+        payroll_credit_amounts = set()
+        for aml in AML.search([
+            ('account_id', '=', PAYROLL_LIABILITY_ACCT_ID),
+            ('parent_state', '=', 'posted'),
+            ('credit', '>', 0),
+        ]):
+            payroll_credit_amounts.add(round(aml.credit, 2))
+
+        # Filter: only reconcile cheques that have a matching payroll liability entry
+        payroll_lines = cheque_lines.filtered(
+            lambda l: round(abs(l.amount), 2) in payroll_credit_amounts
+        )
+
+        _logger.info(
+            "Payroll cheque reconcile: %d payroll, %d non-payroll (skipped)",
+            len(payroll_lines), len(cheque_lines) - len(payroll_lines),
+        )
+
+        if not payroll_lines:
+            _logger.info("Payroll cheque reconcile: nothing to reconcile")
+            return
+
+        # Apply the reconcile model to payroll cheque lines
+        try:
+            model._apply_reconcile_models(payroll_lines)
+            self.env.cr.commit()
+        except Exception as e:
+            _logger.exception("Payroll cheque reconcile batch failed: %s", e)
+            self.env.cr.rollback()
+            return
+
+        # Count results
+        still_unreconciled = payroll_lines.filtered(lambda l: not l.is_reconciled)
+        reconciled = len(payroll_lines) - len(still_unreconciled)
+
+        for line in still_unreconciled[:10]:
+            _logger.info("Payroll cheque still unreconciled: %s $%.2f", line.payment_ref, abs(line.amount))
+
+        _logger.info(
+            "Payroll cheque reconcile complete: %d reconciled, %d still unreconciled",
+            reconciled, len(still_unreconciled),
+        )

fusion_accounting/services/prompts/domain_prompts.py

@@ -8,6 +8,34 @@ You are helping with bank statement reconciliation. Key concepts:
 - Fee differences (e.g., Elavon card processing fees) should be allocated to the fee account.
 - Weekend batches may combine multiple days of card payments.
 - Always verify amounts before proposing a match.
+
+SMART MATCHING WORKFLOW:
+When the user asks to match or reconcile a specific bank line:
+1. Call suggest_bank_line_matches(statement_line_id=X) to find candidate invoices/bills.
+2. Present the results as a reconciliation-mode fusion-table. IMPORTANT: pass the tool
+   result fields DIRECTLY into the fusion-table — do NOT reformat into cells arrays:
+   ```fusion-table
+   {
+     "mode": "reconciliation",
+     "title": "Match: [ref] $[amount]",
+     "source_tool": "suggest_bank_line_matches",
+     "bank_line": <copy bank_line from tool result>,
+     "candidates": <copy candidates array from tool result>,
+     "best_combination": <copy best_combination from tool result>
+   }
+   ```
+   Each candidate must have: aml_id, name, ref, partner, date, amount_residual, type, score, reasons.
+   Do NOT convert candidates into {"id":..., "cells":[...]} format — use the raw tool output.
+3. The user can: check/uncheck rows, edit amounts for partial payments,
+   search for additional entries via the search bar, then click Apply Match.
+4. When the user clicks Apply Match, you receive a [TABLE_ACTION] with
+   action=apply_match containing AML IDs and custom amounts.
+5. Call match_bank_line_to_payments with the AML IDs from the action
+   (full matches first, partial last — Odoo handles partial on last AML).
+6. Partial payment: if apply_amount < amount_residual, it's partial.
+   Only ONE AML can be partial (the last one). Odoo leaves the residual open.
+
+Bank journal IDs: RBC Chequing=53, Scotia Current=50, Scotia Visa=51, RBC Visa=28.
 """,
 
     'hst_management': """
@@ -18,6 +46,54 @@ You are helping with Canadian HST/GST tax management.
 - Net HST = Collected - ITCs. Positive means owing to CRA.
 - Quarterly filing periods. Check for missing tax on invoices/bills.
 - All vendor bills should have ITCs unless explicitly exempt.
+- HST Purchase tax ID is 20 (13%). No Tax Purchase ID is 32 (0%).
+
+HST FILING WORKFLOW (4 phases — follow this order):
+
+PHASE 1 — REPORTS: Run all at once:
+  calculate_hst_balance, get_tax_report, find_missing_itc_bills,
+  find_missing_tax_invoices, audit_tax_compliance.
+  Present summary with HST position (owing vs refund).
+
+PHASE 2 — BANK SWEEP: Check ALL bank accounts for unreconciled expenses:
+  Call get_unreconciled_bank_lines for each bank journal (RBC Chequing 9595=53,
+  Current Account Scotia=50, Scotiabank Passport Visa 8046=51, RBC Visa X 6752=28).
+  Present ALL unreconciled expense lines (negative amounts) as a fusion-table
+  with your recommendation per row.
+
+PHASE 3 — PER-LINE PROCESSING: For each flagged expense line:
+  0. FIRST: check_recurring_pattern(line_id=X) — if match found, follow action_note
+     instructions EXACTLY (account, HST, partner, reconcile model). No user input needed
+     for recurring payments. If a reconcile_model_id is returned, use apply_reconcile_model.
+  1. get_bank_line_details — check if a vendor bill already exists for same amount/date
+  2. find_similar_bank_lines — check history AND vendor_tax_pattern for coding/tax pattern
+  3. CRITICAL: Check vendor_tax_pattern.is_po_vendor flag:
+     - If is_po_vendor=true: This vendor's bills come from Purchase Orders. Do NOT create
+       a new bill. Instead, use get_unpaid_bills to find the existing bill and propose
+       match_bank_line_to_payments to match the bank payment to that bill.
+     - If is_po_vendor=false: Proceed with bill creation workflow below.
+  4. If bill already exists → propose match_bank_line_to_payments
+  5. If no bill but history match → propose create_vendor_bill with same coding pattern
+  6. If no bill and no history → ask user: "Does this expense include HST?"
+  7. search_partners — find the vendor by keyword from the bank description
+  8. Once confirmed → create_vendor_bill + register_bill_payment (Tier 3, needs approval)
+  9. Alternative: user can choose "Direct GL" → create_expense_entry (Tier 3)
+  For expenses that obviously have no HST (bank fees, interest charges, insurance),
+  proactively recommend "No HST" and explain why.
+
+PO-TRACKED VENDORS (do NOT create bills for these — bills come from Purchase Orders):
+  When find_similar_bank_lines returns is_po_vendor=true or the vendor_tax_pattern
+  note starts with "PO-TRACKED VENDOR", the bill already exists or will be created
+  from a PO. Your job is ONLY to find the existing unpaid bill and match the bank
+  payment to it. If no unpaid bill exists, flag it for the user: "This is a PO vendor
+  but no matching bill was found — the PO may not have been billed yet."
+
+PHASE 4 — VERIFICATION: Re-run calculate_hst_balance and get_tax_report
+  to show the updated HST position after all expenses are recorded.
+
+BANK JOURNAL IDS: RBC Chequing 9595=53, Current Account Scotia=50,
+  Scotiabank Passport Visa 8046=51, RBC Visa X 6752=28.
+MISC JOURNAL: ID=3 (for direct GL expense entries).
 """,
 
     'accounts_receivable': """
@@ -71,10 +147,31 @@ INVENTORY & COGS CONTEXT:
 """,
 
     'adp': """
-ADP RECONCILIATION CONTEXT:
+ADP (ASSISTIVE DEVICE PROGRAM) RECONCILIATION CONTEXT:
 - ADP Receivable tracked on account 1101.
 - ADP invoices have customer portion + ADP portion = total.
-- Government deposits should match ADP invoices.
+- Government deposits arrive on Scotia Current (journal 50) with label "Assistive Devices : Miscellaneous Payment".
+- ADP partner in Odoo: "ADP (Assistive Device Program)" (id 3421).
+
+ADP PAYMENT MATCHING WORKFLOW:
+1. When user says "match ADP payment" or "check ADP payments":
+   - Call get_unreconciled_bank_lines(journal_id=50) and filter for "Assistive Devices" lines.
+   - For each ADP bank line, call suggest_bank_line_matches(statement_line_id=X).
+   - The tool finds outstanding payments (PBNK2 entries on account 1050) for the ADP partner.
+   - Present as reconciliation fusion-table.
+
+2. When user uploads an ADP remittance advice image:
+   - Read the image. It is a table with these columns:
+     Invoice Number | Invoice Date | Claim Number | Client Ref | Payment Date | Payment Amount
+   - The bottom shows "Total Payment Due: $XX,XXX.XX" — this is the bank deposit amount.
+   - Extract every row: invoice number and payment amount.
+   - Find the bank line on Scotia Current matching the total amount.
+   - Call suggest_bank_line_matches for that bank line.
+   - The outstanding payments on 1050 should sum to the total.
+
+3. When matching, outstanding payments (PBNK2 entries) are preferred over raw invoices.
+   Each PBNK2 entry represents a registered payment batch. Two or more PBNK2 entries
+   may combine to equal the bank deposit total.
 """,
 
     'reporting': """
@@ -105,5 +202,36 @@ PAYROLL MANAGEMENT CONTEXT:
 }
 
 
+# A3/A5: Aliases so common domain variations still match a prompt
+DOMAIN_ALIASES = {
+    'bank': 'bank_reconciliation',
+    'bank_recon': 'bank_reconciliation',
+    'hst': 'hst_management',
+    'gst': 'hst_management',
+    'tax': 'hst_management',
+    'ar': 'accounts_receivable',
+    'receivable': 'accounts_receivable',
+    'ap': 'accounts_payable',
+    'payable': 'accounts_payable',
+    'journal': 'journal_review',
+    'close': 'month_end',
+    'month_end_close': 'month_end',
+    'payroll': 'payroll_management',
+    'payroll_verify': 'payroll_verification',
+    'stock': 'inventory',
+    'cogs': 'inventory',
+    'report': 'reporting',
+    'reports': 'reporting',
+    'financial': 'reporting',
+}
+
+
 def get_domain_prompt(domain):
-    return DOMAIN_PROMPTS.get(domain, '')
+    if not domain:
+        return ''
+    # Try exact match first, then aliases
+    prompt = DOMAIN_PROMPTS.get(domain, '')
+    if not prompt:
+        resolved = DOMAIN_ALIASES.get(domain, domain)
+        prompt = DOMAIN_PROMPTS.get(resolved, '')
+    return prompt

fusion_accounting/services/prompts/system_prompt.py

@@ -31,12 +31,56 @@ RESPONSE FORMATTING:
 - Use rich Markdown formatting in your responses. The chat renders Markdown as HTML.
 - Use **bold** for account names, amounts, and key terms.
 - Use ## and ### headers to organize sections in longer responses.
-- Use Markdown tables for tabular data (| col1 | col2 | format).
 - Use bullet lists (- item) for findings, issues, and action items.
 - Use numbered lists (1. item) for sequential steps or ranked items.
 - Use `code` for account codes, reference numbers, and technical IDs.
 - Use --- horizontal rules to separate sections in long reports.
 
+INTERACTIVE TABLES (fusion-table) — MANDATORY FOR ACTIONABLE DATA:
+IMPORTANT: When a tool returns a list of records that the user could act on, you MUST use
+a ```fusion-table block instead of a Markdown table. This is REQUIRED — never use plain
+Markdown tables for actionable data. The fusion-table renders an interactive widget with
+checkboxes, your AI recommendations per row, user input fields, and bulk action buttons.
+
+YOU MUST USE fusion-table FOR: missing ITCs/tax (find_missing_itc_bills, find_missing_tax_invoices),
+duplicate entries (find_duplicate_bills, find_duplicate_entries), overdue invoices (get_overdue_invoices),
+unreconciled lines (get_unreconciled_bank_lines, get_unreconciled_receipts, get_unmatched_payments,
+find_unreconciled_suspense), draft entries (find_draft_entries), wrong balances
+(find_wrong_direction_balances), sequence gaps (find_sequence_gaps), wrong accounts
+(find_wrong_account_entries), unpaid bills (get_unpaid_bills), and any other list where
+the user needs to review, dismiss, flag, or create rules for individual rows.
+
+USE REGULAR MARKDOWN TABLES ONLY FOR: P&L (get_profit_loss), balance sheet (get_balance_sheet),
+trial balance (get_trial_balance), cash flow (get_cash_flow), period summaries, tax reports,
+and any purely informational/read-only data where there is nothing to act on per row.
+
+Format: wrap a JSON object in a ```fusion-table fenced code block:
+
+```fusion-table
+{
+  "mode": "interactive",
+  "title": "Descriptive Title",
+  "columns": ["Col1", "Col2", "Col3"],
+  "rows": [
+    {"id": 123, "cells": ["val1", "val2", "val3"], "recommendation": {"action": "dismiss", "reason": "Brief explanation"}},
+    {"id": 456, "cells": ["val1", "val2", "val3"], "recommendation": {"action": "flag", "reason": "Brief explanation"}}
+  ],
+  "actions": ["dismiss", "flag", "create_rule"],
+  "source_tool": "tool_name_that_produced_this"
+}
+```
+
+- "mode": "interactive" (actionable) or "readonly" (informational but structured)
+- "id": the Odoo record ID (account.move id, account.bank.statement.line id, etc.)
+- "recommendation.action": one of "dismiss", "flag", "create_rule"
+- "recommendation.reason": short explanation of why you recommend this action
+- "actions": which bulk action buttons to show
+- "source_tool": the tool name that produced the data
+- You MUST provide a recommendation for each row when using interactive mode.
+- Format monetary amounts as "$X,XXX.XX" in cells.
+- Always include the record ID so actions can target the correct Odoo record.
+- Add a brief text summary before or after the fusion-table block for context.
+
 LINKING TO ODOO RECORDS:
 - When referencing specific records, include clickable Odoo links.
 - Journal entries: [INV/2026/00123](/odoo/accounting/123) where 123 is the move ID.
@@ -45,6 +89,48 @@ LINKING TO ODOO RECORDS:
 - Bank statement lines: mention the date, reference, and amount clearly.
 - When tool results include record IDs, always link them.
 
+BANK LINE MATCHING:
+When the user asks to match, reconcile, or find matches for a specific bank statement line:
+- ALWAYS use suggest_bank_line_matches(statement_line_id=X) as your PRIMARY tool.
+- It searches outstanding payments FIRST (registered payments on 1050/1051 accounts),
+  then open invoices/bills. Outstanding payments are the correct match — not raw invoices.
+- Present results as a reconciliation-mode fusion-table (mode: "reconciliation").
+- Do NOT manually search for invoices or use find_adp_without_payment for matching.
+- The tool handles partner detection, scoring, and subset-sum automatically.
+- For ADP: bank lines say "Assistive Devices" — the tool maps this to the ADP partner.
+
+ADP (ASSISTIVE DEVICE PROGRAM) WORKFLOW:
+ADP sends batch payments covering multiple customer invoices. The bank deposit label is
+"Assistive Devices : Miscellaneous Payment". The user may upload a screenshot of the
+ADP remittance advice to help match invoices.
+
+When handling ADP payments:
+1. First call suggest_bank_line_matches(statement_line_id=X) — it will find outstanding
+   payments on account 1050 that match the bank amount. These are the registered payments
+   (PBNK2/xxxx/xxxxx entries) that were created when invoices were paid in Odoo.
+2. Present results as a reconciliation fusion-table showing the outstanding payments.
+3. The user may need to combine 2-3 outstanding payments to match the bank deposit total.
+
+When the user attaches an ADP remittance advice image:
+- The image is a table with columns: Invoice Number | Invoice Date | Claim Number |
+  Client Ref | Payment Date | Payment Amount
+- The last row shows "Total Payment Due" with the grand total.
+- Extract ALL invoice numbers and their payment amounts from the image.
+- Present a summary table of what you extracted for confirmation.
+- If the user says "mark these paid" or "register these payments":
+  Call register_adp_batch_payment with the extracted invoices and payment date.
+  This registers each payment and creates outstanding receipts on account 1050.
+  Then find the matching bank deposit and use suggest_bank_line_matches to reconcile.
+- If the user says "match these" or "find the bank deposit":
+  Find the bank line matching the total, call suggest_bank_line_matches.
+
+IMAGE ANALYSIS:
+When the user attaches an image to their message, you can see it directly (vision).
+- Read all text, numbers, and tables from the image.
+- For financial documents: extract invoice numbers, amounts, dates, partner names.
+- For remittance advices: extract the line items and grand total.
+- Always confirm what you extracted before taking action.
+
 TOOL CALLING:
 - Call tools by name with the required parameters.
 - You may call multiple tools in sequence to gather data before proposing an action.
@@ -60,12 +146,14 @@ def _build_rules_section(rules):
     for rule in rules:
         priority = 'ADMIN' if rule.created_by == 'admin' else 'AI'
         tier = 'auto' if rule.approval_tier == 'auto' else 'needs-approval'
+        conf_str = f', confidence={rule.confidence_score:.0%}, uses={rule.total_uses}' if rule.total_uses > 0 else ''
         lines.append(
-            f'- [{priority}/{tier}] {rule.name} ({rule.rule_type}): '
+            f'- [{priority}/{tier}{conf_str}] {rule.name} ({rule.rule_type}): '
             f'{rule.description or rule.match_logic or "No description"}'
         )
         if rule.match_logic:
-            lines.append(f'  Match logic: {rule.match_logic}')
+            logic_text = rule.match_logic[:500]  # Prevent prompt bloat
+            lines.append(f'  Match logic: {logic_text}')
     return '\n'.join(lines)
 
 
@@ -73,7 +161,9 @@ def _build_history_section(history):
     if not history:
         return ''
     lines = ['RECENT MATCH HISTORY (learn from these patterns):']
-    for h in history[:50]:
+    # A4: Don't hard-cap at 50 — the caller (_load_match_history) already
+    # respects the history_in_prompt config setting
+    for h in history:
         status = h.decision
         reason = ''
         if h.rejection_reason:

fusion_accounting/services/tools/accounts_payable.py

@@ -140,6 +140,258 @@ def get_payment_schedule(env, params):
     }
 
 
+def search_partners(env, params):
+    """Search for partners/vendors by name keyword."""
+    keyword = params.get('keyword', '')
+    if not keyword or len(keyword) < 2:
+        return {'error': 'Keyword must be at least 2 characters'}
+    domain = [('name', 'ilike', keyword), ('company_id', 'in', [env.company.id, False])]
+    if params.get('supplier_only'):
+        domain.append(('supplier_rank', '>', 0))
+    partners = env['res.partner'].search(domain, limit=int(params.get('limit', 20)))
+    return {
+        'count': len(partners),
+        'partners': [{
+            'id': p.id,
+            'name': p.name,
+            'supplier_rank': p.supplier_rank,
+            'customer_rank': p.customer_rank,
+            'vat': p.vat or '',
+            'email': p.email or '',
+            'phone': p.phone or '',
+        } for p in partners],
+    }
+
+
+def find_similar_bank_lines(env, params):
+    """Find past reconciled bank lines with similar description to suggest coding patterns.
+    Also checks vendor bill tax patterns if a partner is identified."""
+    keyword = params.get('keyword', '')
+    if not keyword or len(keyword) < 3:
+        return {'error': 'Keyword must be at least 3 characters'}
+    # Find reconciled bank lines with matching payment_ref
+    lines = env['account.bank.statement.line'].search([
+        ('is_reconciled', '=', True),
+        ('payment_ref', 'ilike', keyword),
+        ('company_id', '=', env.company.id),
+    ], order='date desc', limit=int(params.get('limit', 10)))
+
+    matches = []
+    found_partner_id = None
+    for line in lines:
+        move = line.move_id
+        if not move:
+            continue
+        expense_info = {'account_code': '', 'account_name': '', 'tax_applied': False, 'tax_amount': 0.0}
+        for ml in move.line_ids:
+            if ml.account_id.account_type in ('expense', 'expense_direct_cost', 'expense_depreciation'):
+                expense_info['account_code'] = ml.account_id.code
+                expense_info['account_name'] = ml.account_id.name
+                expense_info['tax_applied'] = bool(ml.tax_ids)
+                expense_info['tax_amount'] = sum(t.amount for t in ml.tax_ids) if ml.tax_ids else 0.0
+                break
+        if line.partner_id and not found_partner_id:
+            found_partner_id = line.partner_id.id
+        matches.append({
+            'id': line.id,
+            'date': str(line.date),
+            'payment_ref': line.payment_ref or '',
+            'amount': line.amount,
+            'partner': line.partner_id.name if line.partner_id else '',
+            'partner_id': line.partner_id.id if line.partner_id else None,
+            'expense_account': expense_info['account_code'],
+            'expense_account_name': expense_info['account_name'],
+            'tax_applied': expense_info['tax_applied'],
+            'tax_rate': expense_info['tax_amount'],
+        })
+
+    result = {
+        'keyword': keyword,
+        'count': len(matches),
+        'matches': matches,
+        'suggestion': matches[0] if matches else None,
+    }
+
+    # Check vendor tax profile cache first (fast), fall back to live query
+    partner_id = found_partner_id or (int(params['partner_id']) if params.get('partner_id') else None)
+    if partner_id:
+        profile = env['fusion.vendor.tax.profile'].search([
+            ('partner_id', '=', partner_id),
+            ('company_id', '=', env.company.id),
+        ], limit=1)
+        if profile:
+            result['vendor_tax_pattern'] = {
+                'source': 'cached_profile',
+                'total_bills': profile.total_bills,
+                'bills_with_tax': profile.bills_with_hst,
+                'bills_no_tax': profile.bills_zero_rated,
+                'avg_tax_pct': profile.avg_tax_pct,
+                'tax_classification': profile.tax_classification,
+                'tax_note': profile.tax_note,
+                'primary_account_id': profile.primary_account_id.id if profile.primary_account_id else None,
+                'primary_account_code': profile.primary_account_code or '',
+                'is_foreign': profile.is_foreign,
+                'is_po_vendor': profile.is_po_vendor,
+                'po_count': profile.po_count,
+            }
+        else:
+            # No cached profile — live query for new/small vendors
+            bills = env['account.move'].search([
+                ('move_type', '=', 'in_invoice'), ('state', '=', 'posted'),
+                ('partner_id', '=', partner_id),
+            ], order='date desc', limit=10)
+            tax_stats = {'source': 'live_query', 'total_bills': len(bills),
+                         'bills_with_tax': 0, 'bills_no_tax': 0,
+                         'avg_tax_pct': 0.0, 'tax_note': ''}
+            tax_pcts = []
+            for bill in bills:
+                if bill.amount_tax > 0.01:
+                    tax_stats['bills_with_tax'] += 1
+                    if bill.amount_untaxed > 0:
+                        tax_pcts.append(round(bill.amount_tax / bill.amount_untaxed * 100, 2))
+                else:
+                    tax_stats['bills_no_tax'] += 1
+            if tax_pcts:
+                tax_stats['avg_tax_pct'] = round(sum(tax_pcts) / len(tax_pcts), 2)
+            if tax_stats['total_bills'] > 0:
+                if tax_stats['bills_no_tax'] == tax_stats['total_bills']:
+                    tax_stats['tax_note'] = 'This vendor NEVER charges HST. All bills are zero-rated.'
+                elif tax_stats['avg_tax_pct'] < 2.0 and tax_stats['bills_with_tax'] > 0:
+                    tax_stats['tax_note'] = (
+                        f'HST only on shipping (avg {tax_stats["avg_tax_pct"]}%). '
+                        f'Do NOT apply HST to full amount.'
+                    )
+                elif tax_stats['avg_tax_pct'] >= 12.0:
+                    tax_stats['tax_note'] = f'Consistently charges HST at ~{tax_stats["avg_tax_pct"]}%.'
+            result['vendor_tax_pattern'] = tax_stats
+
+    return result
+
+
+def create_vendor_bill(env, params):
+    """[Tier 3] Create a vendor bill (account.move with move_type='in_invoice').
+    Requires user approval before execution."""
+    partner_id = int(params['partner_id'])
+    invoice_date = params.get('invoice_date', str(fields.Date.today()))
+    bill_lines = params.get('lines', [])
+    if not bill_lines:
+        return {'error': 'At least one invoice line is required'}
+
+    partner = env['res.partner'].browse(partner_id)
+    if not partner.exists():
+        return {'error': f'Partner not found: {partner_id}'}
+
+    invoice_line_vals = []
+    for line in bill_lines:
+        line_vals = {
+            'name': line.get('description', 'Expense'),
+            'price_unit': float(line.get('price_unit', 0)),
+            'quantity': float(line.get('quantity', 1)),
+        }
+        if line.get('account_id'):
+            line_vals['account_id'] = int(line['account_id'])
+        if line.get('tax_ids'):
+            line_vals['tax_ids'] = [(6, 0, [int(t) for t in line['tax_ids']])]
+        invoice_line_vals.append((0, 0, line_vals))
+
+    try:
+        bill = env['account.move'].create({
+            'move_type': 'in_invoice',
+            'partner_id': partner_id,
+            'invoice_date': invoice_date,
+            'date': invoice_date,
+            'invoice_line_ids': invoice_line_vals,
+            'company_id': env.company.id,
+        })
+
+        if params.get('post', False):
+            bill.action_post()
+
+        return {
+            'status': 'created',
+            'bill_id': bill.id,
+            'bill_name': bill.name,
+            'partner': partner.name,
+            'amount_total': bill.amount_total,
+            'state': bill.state,
+        }
+    except Exception as e:
+        _logger.error("Failed to create vendor bill: %s", e)
+        return {'error': str(e)}
+
+
+def register_bill_payment(env, params):
+    """[Tier 3] Register payment on a posted vendor bill and optionally reconcile to bank line.
+    Requires user approval before execution."""
+    bill_id = int(params['bill_id'])
+    journal_id = int(params['journal_id'])
+    bill = env['account.move'].browse(bill_id)
+    if not bill.exists() or bill.state != 'posted':
+        return {'error': 'Bill not found or not posted'}
+
+    payment_date = params.get('payment_date', str(fields.Date.today()))
+
+    try:
+        # Use the payment register wizard
+        ctx = {
+            'active_model': 'account.move',
+            'active_ids': [bill_id],
+        }
+        wizard = env['account.payment.register'].with_context(**ctx).create({
+            'journal_id': journal_id,
+            'payment_date': payment_date,
+        })
+        # Optionally set amount if provided (otherwise defaults to bill amount)
+        if params.get('amount'):
+            wizard.amount = float(params['amount'])
+
+        payments = wizard.action_create_payments()
+
+        # Find the created payment
+        payment = None
+        if isinstance(payments, dict) and payments.get('res_id'):
+            payment = env['account.payment'].browse(payments['res_id'])
+        elif isinstance(payments, dict) and payments.get('domain'):
+            payment = env['account.payment'].search(payments['domain'], limit=1)
+        else:
+            # Fallback: find the latest payment for this bill
+            payment = env['account.payment'].search([
+                ('partner_id', '=', bill.partner_id.id),
+            ], order='create_date desc', limit=1)
+
+        result = {
+            'status': 'paid',
+            'bill_id': bill_id,
+            'bill_name': bill.name,
+            'payment_state': bill.payment_state,
+        }
+        if payment:
+            result['payment_id'] = payment.id
+            result['payment_name'] = payment.name
+
+        # Optionally reconcile to a bank statement line
+        if params.get('statement_line_id') and payment:
+            try:
+                st_line = env['account.bank.statement.line'].browse(int(params['statement_line_id']))
+                if st_line.exists() and not st_line.is_reconciled:
+                    # Find the payment's move lines on the bank's outstanding account
+                    pay_move_lines = payment.move_id.line_ids.filtered(
+                        lambda l: l.account_id.reconcile and not l.reconciled
+                    )
+                    if pay_move_lines:
+                        st_line.set_line_bank_statement_line(pay_move_lines.ids)
+                        result['reconciled'] = True
+                        result['statement_line_id'] = st_line.id
+            except Exception as e:
+                _logger.warning("Payment created but bank reconciliation failed: %s", e)
+                result['reconcile_error'] = str(e)
+
+        return result
+    except Exception as e:
+        _logger.error("Failed to register payment: %s", e)
+        return {'error': str(e)}
+
+
 TOOLS = {
     'get_ap_aging': get_ap_aging,
     'find_duplicate_bills': find_duplicate_bills,
@@ -147,4 +399,8 @@ TOOLS = {
     'get_unpaid_bills': get_unpaid_bills,
     'verify_bill_taxes': verify_bill_taxes,
     'get_payment_schedule': get_payment_schedule,
+    'search_partners': search_partners,
+    'find_similar_bank_lines': find_similar_bank_lines,
+    'create_vendor_bill': create_vendor_bill,
+    'register_bill_payment': register_bill_payment,
 }

fusion_accounting/services/tools/accounts_receivable.py

@@ -65,27 +65,56 @@ def get_overdue_invoices(env, params):
 
 
 def get_partner_balance(env, params):
-    partner_id = int(params['partner_id'])
-    partner = env['res.partner'].browse(partner_id)
-    if not partner.exists():
-        return {'error': 'Partner not found'}
-    amls = env['account.move.line'].search([
-        ('partner_id', '=', partner_id),
+    """Get AR and AP balance for a partner. Accepts partner_id or partner_name."""
+    partner = None
+    if params.get('partner_id'):
+        partner = env['res.partner'].browse(int(params['partner_id']))
+    elif params.get('partner_name'):
+        partner = env['res.partner'].search([
+            ('name', 'ilike', params['partner_name']),
+        ], limit=1)
+    if not partner or not partner.exists():
+        return {'error': f"Partner not found: {params.get('partner_name', params.get('partner_id', '?'))}"}
+
+    # AR balance (receivable)
+    ar_amls = env['account.move.line'].search([
+        ('partner_id', '=', partner.id),
         ('account_id.account_type', '=', 'asset_receivable'),
         ('parent_state', '=', 'posted'),
         ('reconciled', '=', False),
         ('company_id', '=', env.company.id),
     ])
+    ar_balance = sum(aml.amount_residual for aml in ar_amls)
+
+    # AP balance (payable)
+    ap_amls = env['account.move.line'].search([
+        ('partner_id', '=', partner.id),
+        ('account_id.account_type', '=', 'liability_payable'),
+        ('parent_state', '=', 'posted'),
+        ('reconciled', '=', False),
+        ('company_id', '=', env.company.id),
+    ])
+    ap_balance = sum(aml.amount_residual for aml in ap_amls)
+
+    open_items = [{
+        'id': aml.id,
+        'move_name': aml.move_id.name,
+        'ref': aml.ref or '',
+        'date': str(aml.date),
+        'amount_residual': aml.amount_residual,
+        'type': 'receivable' if aml.account_id.account_type == 'asset_receivable' else 'payable',
+        'date_maturity': str(aml.date_maturity) if aml.date_maturity else '',
+    } for aml in (ar_amls | ap_amls)[:30]]
+
     return {
         'partner': partner.name,
-        'balance': sum(aml.amount_residual for aml in amls),
-        'open_items': [{
-            'id': aml.id,
-            'ref': aml.ref or aml.move_id.name,
-            'date': str(aml.date),
-            'amount_residual': aml.amount_residual,
-            'date_maturity': str(aml.date_maturity) if aml.date_maturity else '',
-        } for aml in amls],
+        'partner_id': partner.id,
+        'ar_balance': ar_balance,
+        'ap_balance': ap_balance,
+        'net_balance': ar_balance + ap_balance,
+        'they_owe_us': ar_balance if ar_balance > 0 else 0,
+        'we_owe_them': abs(ap_balance) if ap_balance < 0 else 0,
+        'open_items': open_items,
     }
 
 

fusion_accounting/services/tools/adp.py

@@ -7,7 +7,7 @@ _logger = logging.getLogger(__name__)
 def get_adp_receivable_aging(env, params):
     accounts = env['account.account'].search([
         ('code', '=like', '1101%'),
-        ('company_id', '=', env.company.id),
+        ('company_ids', 'in', env.company.id),
     ])
     today = fields.Date.today()
     amls = env['account.move.line'].search([
@@ -81,7 +81,7 @@ def get_adp_summary(env, params):
     date_from = params.get('date_from')
     date_to = params.get('date_to')
     accounts = env['account.account'].search([
-        ('code', '=like', '1101%'), ('company_id', '=', env.company.id),
+        ('code', '=like', '1101%'), ('company_ids', 'in', env.company.id),
     ])
     domain = [
         ('account_id', 'in', accounts.ids),
@@ -102,10 +102,136 @@ def get_adp_summary(env, params):
     }
 
 
+def register_adp_batch_payment(env, params):
+    """Register payments for a batch of ADP invoices from a remittance advice.
+
+    Takes a list of invoice numbers with payment amounts and a payment date.
+    Registers a payment for each invoice via Odoo's payment wizard, which
+    creates outstanding receipt entries (PBNK2) on account 1050.
+
+    After calling this, use suggest_bank_line_matches on the bank deposit line
+    to match the outstanding receipts against the bank line.
+    """
+    invoices_data = params.get('invoices', [])
+    payment_date = params.get('payment_date')
+    journal_id = int(params.get('journal_id', 50))  # Default Scotia Current
+
+    if not invoices_data:
+        return {'error': 'No invoices provided'}
+    if not payment_date:
+        return {'error': 'payment_date is required (YYYY-MM-DD)'}
+
+    ADP_PARTNER_ID = 3421  # ADP (Assistive Device Program)
+    results = []
+    total_paid = 0.0
+    errors = []
+
+    for inv_data in invoices_data:
+        inv_number = str(inv_data.get('invoice_number', '')).strip()
+        amount = float(inv_data.get('amount', 0))
+
+        if not inv_number or not amount:
+            errors.append(f"Skipped: missing invoice_number or amount in {inv_data}")
+            continue
+
+        # Find the invoice by name/number
+        invoice = env['account.move'].search([
+            ('name', 'ilike', inv_number),
+            ('move_type', '=', 'out_invoice'),
+            ('state', '=', 'posted'),
+            ('company_id', '=', env.company.id),
+        ], limit=1)
+
+        if not invoice:
+            # Try without leading zeros or with different format
+            invoice = env['account.move'].search([
+                ('name', '=like', f'%{inv_number}'),
+                ('move_type', '=', 'out_invoice'),
+                ('state', '=', 'posted'),
+            ], limit=1)
+
+        if not invoice:
+            errors.append(f"Invoice {inv_number} not found")
+            continue
+
+        if invoice.payment_state == 'paid':
+            results.append({
+                'invoice': inv_number,
+                'status': 'already_paid',
+                'move_id': invoice.id,
+            })
+            continue
+
+        # Check if amount matches residual (allow partial)
+        if amount > invoice.amount_residual + 0.01:
+            errors.append(
+                f"Invoice {inv_number}: payment ${amount:.2f} exceeds "
+                f"residual ${invoice.amount_residual:.2f}"
+            )
+            continue
+
+        # Register payment via the payment wizard
+        try:
+            payment_vals = {
+                'payment_type': 'inbound',
+                'partner_type': 'customer',
+                'partner_id': invoice.partner_id.id or ADP_PARTNER_ID,
+                'amount': amount,
+                'date': payment_date,
+                'journal_id': journal_id,
+                'ref': f'ADP Remittance - {inv_number}',
+            }
+            # Use the payment register wizard
+            ctx = {
+                'active_model': 'account.move',
+                'active_ids': [invoice.id],
+            }
+            wizard = env['account.payment.register'].with_context(**ctx).create({
+                'payment_date': payment_date,
+                'amount': amount,
+                'journal_id': journal_id,
+                'payment_method_line_id': env['account.payment.method.line'].search([
+                    ('journal_id', '=', journal_id),
+                    ('payment_type', '=', 'inbound'),
+                ], limit=1).id,
+            })
+            wizard.action_create_payments()
+
+            results.append({
+                'invoice': inv_number,
+                'status': 'paid',
+                'amount': amount,
+                'move_id': invoice.id,
+                'move_name': invoice.name,
+            })
+            total_paid += amount
+        except Exception as e:
+            _logger.warning("ADP payment failed for %s: %s", inv_number, e)
+            errors.append(f"Invoice {inv_number}: payment failed — {e}")
+
+    env.cr.commit()
+
+    return {
+        'status': 'completed',
+        'paid_count': len([r for r in results if r.get('status') == 'paid']),
+        'already_paid_count': len([r for r in results if r.get('status') == 'already_paid']),
+        'total_paid': total_paid,
+        'results': results,
+        'errors': errors,
+        'message': (
+            f"Registered payments for {len([r for r in results if r.get('status') == 'paid'])} invoices "
+            f"totalling ${total_paid:,.2f}. "
+            + (f"{len(errors)} errors." if errors else "No errors.")
+            + " Now use suggest_bank_line_matches to match the bank deposit."
+        ),
+    }
+
+
 TOOLS = {
     'get_adp_receivable_aging': get_adp_receivable_aging,
     'match_adp_payment_to_invoice': match_adp_payment_to_invoice,
     'verify_adp_split': verify_adp_split,
     'find_adp_without_payment': find_adp_without_payment,
     'get_adp_summary': get_adp_summary,
+    'register_adp_batch_payment': register_adp_batch_payment,
 }

fusion_accounting/services/tools/audit.py

@@ -69,7 +69,11 @@ def flag_entry(env, params):
 
 
 def get_audit_status(env, params):
-    statuses = env['account.audit.account.status'].search([])
+    try:
+        AuditStatus = env['account.audit.account.status']
+    except KeyError:
+        return {'error': 'Audit status model (account.audit.account.status) is not available. The account_audit Enterprise module may not be installed.'}
+    statuses = AuditStatus.search([])
     return {
         'statuses': [{
             'id': s.id,
@@ -81,9 +85,13 @@ def get_audit_status(env, params):
 
 
 def set_audit_status(env, params):
+    try:
+        AuditStatus = env['account.audit.account.status']
+    except KeyError:
+        return {'error': 'Audit status model (account.audit.account.status) is not available. The account_audit Enterprise module may not be installed.'}
     status_id = int(params['status_id'])
     new_status = params['status']
-    rec = env['account.audit.account.status'].browse(status_id)
+    rec = AuditStatus.browse(status_id)
     if not rec.exists():
         return {'error': 'Audit status record not found'}
     rec.status = new_status

fusion_accounting/services/tools/bank_reconciliation.py

@@ -1,5 +1,6 @@
 import logging
 from datetime import datetime
+from odoo import fields
 
 _logger = logging.getLogger(__name__)
 
@@ -34,7 +35,7 @@ def get_unreconciled_receipts(env, params):
     account_code = params.get('account_code', '1122')
     accounts = env['account.account'].search([
         ('code', '=like', f'{account_code}%'),
-        ('company_id', '=', env.company.id),
+        ('company_ids', 'in', env.company.id),
     ])
     domain = [
         ('account_id', 'in', accounts.ids),
@@ -139,6 +140,10 @@ def get_reconcile_suggestions(env, params):
 
 
 def sum_payments_by_date(env, params):
+    """Sum payment/journal activity for a date range.
+    IMPORTANT: Always pass journal_ids to filter to specific journals.
+    Without journal_ids, returns totals across ALL journals which is
+    almost never what you want for reconciliation."""
     date_from = params.get('date_from')
     date_to = params.get('date_to')
     if not date_from or not date_to:
@@ -150,20 +155,792 @@ def sum_payments_by_date(env, params):
         ('date', '>=', date_from),
         ('date', '<=', date_to),
     ]
+    scope = 'all journals'
     if journal_ids:
-        domain.append(('journal_id', 'in', [int(j) for j in journal_ids]))
+        jids = [int(j) for j in journal_ids]
+        domain.append(('journal_id', 'in', jids))
+        journals = env['account.journal'].browse(jids)
+        scope = ', '.join(j.name for j in journals if j.exists())
+    else:
+        # Without journal filter, include a warning and break down by journal
+        pass
+
     lines = env['account.move.line'].search(domain)
     total_debit = sum(l.debit for l in lines)
     total_credit = sum(l.credit for l in lines)
-    return {
+
+    result = {
         'date_from': date_from,
         'date_to': date_to,
         'total_debit': total_debit,
         'total_credit': total_credit,
         'net': total_debit - total_credit,
         'line_count': len(lines),
+        'scope': scope,
     }
 
+    # If no journal filter, add per-journal breakdown so AI doesn't
+    # mistake company-wide totals for a specific journal's activity
+    if not journal_ids:
+        result['warning'] = (
+            'No journal_ids filter was provided. These totals are across ALL '
+            'journals in the company. To get card payment totals, pass the '
+            'specific card/POS journal IDs.'
+        )
+        journal_totals = {}
+        for l in lines:
+            jname = l.journal_id.name
+            if jname not in journal_totals:
+                journal_totals[jname] = {'debit': 0.0, 'credit': 0.0, 'count': 0}
+            journal_totals[jname]['debit'] += l.debit
+            journal_totals[jname]['credit'] += l.credit
+            journal_totals[jname]['count'] += 1
+        result['by_journal'] = [
+            {'journal': jn, 'debit': v['debit'], 'credit': v['credit'], 'count': v['count']}
+            for jn, v in sorted(journal_totals.items(), key=lambda x: -x[1]['debit'])
+        ][:15]
+
+    return result
+
+
+def get_bank_line_details(env, params):
+    """Get full details of a single bank statement line plus matching suggestions."""
+    line_id = int(params['line_id'])
+    line = env['account.bank.statement.line'].browse(line_id)
+    if not line.exists():
+        return {'error': 'Bank statement line not found'}
+
+    result = {
+        'id': line.id,
+        'date': str(line.date),
+        'payment_ref': line.payment_ref or '',
+        'partner_name': line.partner_name or (line.partner_id.name if line.partner_id else ''),
+        'partner_id': line.partner_id.id if line.partner_id else None,
+        'amount': line.amount,
+        'journal': line.journal_id.name,
+        'journal_id': line.journal_id.id,
+        'is_reconciled': line.is_reconciled,
+        'existing_bills': [],
+        'suggested_partner': None,
+    }
+
+    # Search for existing vendor bills matching amount ± $0.50 and date ± 3 days
+    abs_amount = abs(line.amount)
+    from datetime import timedelta as td
+    date_from = line.date - td(days=3)
+    date_to = line.date + td(days=3)
+    matching_bills = env['account.move'].search([
+        ('move_type', '=', 'in_invoice'),
+        ('state', '=', 'posted'),
+        ('amount_total', '>=', abs_amount - 0.50),
+        ('amount_total', '<=', abs_amount + 0.50),
+        ('date', '>=', str(date_from)),
+        ('date', '<=', str(date_to)),
+        ('company_id', '=', env.company.id),
+    ], limit=5)
+    for bill in matching_bills:
+        result['existing_bills'].append({
+            'id': bill.id,
+            'name': bill.name,
+            'partner': bill.partner_id.name if bill.partner_id else '',
+            'amount_total': bill.amount_total,
+            'date': str(bill.date),
+            'payment_state': bill.payment_state,
+        })
+
+    # Try to suggest a partner from payment_ref keyword
+    if line.payment_ref and not line.partner_id:
+        # Extract meaningful words from payment_ref (skip common banking terms)
+        skip_words = {'misc', 'payment', 'online', 'banking', 'pad', 'business',
+                      'deposit', 'cheque', 'transfer', 'e-transfer', 'sent', 'autodeposit'}
+        words = [w for w in line.payment_ref.split() if len(w) > 2 and w.lower() not in skip_words]
+        for word in words[:3]:
+            partners = env['res.partner'].search([
+                ('name', 'ilike', word),
+                ('supplier_rank', '>', 0),
+            ], limit=3)
+            if partners:
+                result['suggested_partner'] = {
+                    'id': partners[0].id,
+                    'name': partners[0].name,
+                    'match_word': word,
+                }
+                break
+
+    return result
+
+
+def check_recurring_pattern(env, params):
+    """Check if a bank line matches a known recurring payment pattern.
+    Returns the historical coding (account, HST, partner, reconcile model) if found."""
+    line_id = params.get('line_id')
+    payment_ref = params.get('payment_ref', '')
+    amount = params.get('amount')
+
+    # If line_id provided, get the ref and amount from the line
+    if line_id:
+        line = env['account.bank.statement.line'].browse(int(line_id))
+        if line.exists():
+            payment_ref = line.payment_ref or ''
+            amount = line.amount
+
+    if not payment_ref:
+        return {'match': False, 'reason': 'No payment reference to match'}
+
+    # Search cached patterns by keyword
+    patterns = env['fusion.recurring.pattern'].search([
+        ('company_id', '=', env.company.id),
+    ])
+
+    best_match = None
+    for pat in patterns:
+        if not pat.ref_keyword:
+            continue
+        # Check if the pattern keyword appears in the payment_ref
+        if pat.ref_keyword.lower()[:30] in payment_ref.lower():
+            # If amount matches too, it's a strong match
+            if amount and pat.amount_is_fixed and abs(pat.amount - amount) < 0.01:
+                best_match = pat
+                break
+            # Keyword-only match (amount may vary)
+            if not best_match or pat.occurrences > best_match.occurrences:
+                best_match = pat
+
+    if not best_match:
+        return {'match': False, 'payment_ref': payment_ref}
+
+    result = {
+        'match': True,
+        'pattern_id': best_match.id,
+        'pattern_name': best_match.name,
+        'occurrences': best_match.occurrences,
+        'first_seen': str(best_match.first_seen) if best_match.first_seen else '',
+        'last_seen': str(best_match.last_seen) if best_match.last_seen else '',
+        'expense_account_id': best_match.expense_account_id.id if best_match.expense_account_id else None,
+        'expense_account_code': best_match.expense_account_code or '',
+        'expense_account_name': best_match.expense_account_id.name if best_match.expense_account_id else '',
+        'has_hst': best_match.has_hst,
+        'partner_id': best_match.partner_id.id if best_match.partner_id else None,
+        'partner_name': best_match.partner_id.name if best_match.partner_id else '',
+        'action_note': best_match.action_note or '',
+        'amount_is_fixed': best_match.amount_is_fixed,
+    }
+    if best_match.reconcile_model_id:
+        result['reconcile_model_id'] = best_match.reconcile_model_id.id
+        result['reconcile_model_name'] = best_match.reconcile_model_id.name
+
+    return result
+
+
+def match_internal_transfers(env, params):
+    """[Tier 3] Find and match inter-account transfers between two bank journals.
+    Matches exact amounts within a date window. Only matches when there is exactly
+    ONE candidate on each side (no ambiguous matches). Requires user approval.
+
+    Typical use: Scotia Current Account ↔ Scotia Visa payments."""
+    journal_a_id = int(params['journal_a_id'])  # e.g., Scotia Current (50)
+    journal_b_id = int(params['journal_b_id'])  # e.g., Scotia Visa (51)
+    date_from = params.get('date_from', '2025-01-01')
+    date_to = params.get('date_to', '2025-03-31')
+    max_days_apart = int(params.get('max_days_apart', 2))
+
+    # Get unreconciled positive lines from both journals
+    # (transfers show as positive on the RECEIVING side)
+    lines_a = env['account.bank.statement.line'].search([
+        ('is_reconciled', '=', False),
+        ('journal_id', '=', journal_a_id),
+        ('company_id', '=', env.company.id),
+    ])
+    lines_a = lines_a.filtered(
+        lambda l: l.move_id.date >= fields.Date.from_string(date_from)
+                  and l.move_id.date <= fields.Date.from_string(date_to)
+                  and l.amount > 0  # money coming IN on this account
+    )
+
+    lines_b = env['account.bank.statement.line'].search([
+        ('is_reconciled', '=', False),
+        ('journal_id', '=', journal_b_id),
+        ('company_id', '=', env.company.id),
+    ])
+    lines_b = lines_b.filtered(
+        lambda l: l.move_id.date >= fields.Date.from_string(date_from)
+                  and l.move_id.date <= fields.Date.from_string(date_to)
+                  and l.amount > 0  # money coming IN on this account
+    )
+
+    matched_pairs = []
+    used_a = set()
+    used_b = set()
+
+    # For each line in A, find exact-amount match in B within date window
+    for la in sorted(lines_a, key=lambda l: l.move_id.date):
+        if la.id in used_a:
+            continue
+        candidates = []
+        for lb in lines_b:
+            if lb.id in used_b:
+                continue
+            if abs(la.amount - lb.amount) < 0.01:
+                days = abs((la.move_id.date - lb.move_id.date).days)
+                if days <= max_days_apart:
+                    candidates.append(lb)
+        # Only match if EXACTLY ONE candidate — skip ambiguous
+        if len(candidates) == 1:
+            lb = candidates[0]
+            matched_pairs.append({
+                'line_a_id': la.id,
+                'line_a_date': str(la.move_id.date),
+                'line_a_ref': la.payment_ref or '',
+                'line_a_journal': la.journal_id.name,
+                'line_b_id': lb.id,
+                'line_b_date': str(lb.move_id.date),
+                'line_b_ref': lb.payment_ref or '',
+                'line_b_journal': lb.journal_id.name,
+                'amount': la.amount,
+                'days_apart': abs((la.move_id.date - lb.move_id.date).days),
+            })
+            used_a.add(la.id)
+            used_b.add(lb.id)
+
+    if not matched_pairs:
+        return {
+            'status': 'no_matches',
+            'message': 'No unambiguous transfer pairs found.',
+            'lines_a_checked': len(lines_a),
+            'lines_b_checked': len(lines_b),
+        }
+
+    # If this is just a dry-run check (no execute flag), return the pairs for review
+    if not params.get('execute', False):
+        return {
+            'status': 'pairs_found',
+            'count': len(matched_pairs),
+            'pairs': matched_pairs,
+            'message': f'Found {len(matched_pairs)} unambiguous transfer pairs. Set execute=true to reconcile them.',
+        }
+
+    # Execute: create internal transfer journal entries to reconcile both sides
+    reconciled = []
+    for pair in matched_pairs:
+        try:
+            line_a = env['account.bank.statement.line'].browse(pair['line_a_id'])
+            line_b = env['account.bank.statement.line'].browse(pair['line_b_id'])
+
+            # Create an internal transfer payment
+            payment = env['account.payment'].create({
+                'payment_type': 'outbound',
+                'partner_type': 'supplier',
+                'partner_id': env.company.partner_id.id,  # Self as partner for internal transfer
+                'amount': pair['amount'],
+                'journal_id': journal_a_id,
+                'destination_journal_id': journal_b_id,
+                'date': line_a.move_id.date,
+                'ref': f'Internal Transfer: {pair["line_a_ref"]} ↔ {pair["line_b_ref"]}',
+                'is_internal_transfer': True,
+            })
+            payment.action_post()
+
+            # Now match the payment's move lines to the bank statement lines
+            # The payment creates lines on both journals' outstanding accounts
+            for move_line in payment.move_id.line_ids:
+                if move_line.journal_id.id == journal_a_id and not move_line.reconciled:
+                    try:
+                        line_a.set_line_bank_statement_line(move_line.ids)
+                    except Exception:
+                        pass
+            # Check paired transfer for the other side
+            if payment.paired_internal_transfer_payment_id:
+                paired = payment.paired_internal_transfer_payment_id
+                for move_line in paired.move_id.line_ids:
+                    if move_line.journal_id.id == journal_b_id and not move_line.reconciled:
+                        try:
+                            line_b.set_line_bank_statement_line(move_line.ids)
+                        except Exception:
+                            pass
+
+            reconciled.append({
+                'line_a_id': pair['line_a_id'],
+                'line_b_id': pair['line_b_id'],
+                'amount': pair['amount'],
+                'payment_id': payment.id,
+                'status': 'reconciled',
+            })
+        except Exception as e:
+            _logger.error("Failed to reconcile transfer pair %s: %s", pair, e)
+            reconciled.append({
+                'line_a_id': pair['line_a_id'],
+                'line_b_id': pair['line_b_id'],
+                'amount': pair['amount'],
+                'status': 'error',
+                'error': str(e),
+            })
+
+    return {
+        'status': 'executed',
+        'total_pairs': len(matched_pairs),
+        'reconciled': len([r for r in reconciled if r['status'] == 'reconciled']),
+        'errors': len([r for r in reconciled if r['status'] == 'error']),
+        'details': reconciled,
+    }
+
+
+def find_unreconciled_cheques(env, params):
+    """Find unreconciled cheque bank lines and classify as payroll vs non-payroll
+    by checking if the amount matches an existing payroll liability entry."""
+    PAYROLL_ACCT = 433  # 2201 Payroll Liabilities
+    journal_id = int(params.get('journal_id', 50))  # Default Scotia Current
+    limit = int(params.get('limit', 50))
+
+    AML = env['account.move.line'].sudo()
+    BSL = env['account.bank.statement.line'].sudo()
+
+    # Build set of known payroll liability amounts
+    payroll_amounts = set()
+    for aml in AML.search([
+        ('account_id', '=', PAYROLL_ACCT),
+        ('parent_state', '=', 'posted'),
+        ('credit', '>', 0),
+    ]):
+        payroll_amounts.add(round(aml.credit, 2))
+
+    cheque_lines = BSL.search([
+        ('journal_id', '=', journal_id),
+        ('is_reconciled', '=', False),
+        ('payment_ref', 'ilike', 'cheque'),
+        ('amount', '<', 0),
+        ('company_id', '=', env.company.id),
+    ], limit=limit, order='move_id desc')
+
+    payroll = []
+    non_payroll = []
+    for line in cheque_lines:
+        amt = round(abs(line.amount), 2)
+        entry = {
+            'id': line.id,
+            'date': str(line.move_id.date),
+            'ref': line.payment_ref or '',
+            'amount': amt,
+            'journal': line.journal_id.name,
+        }
+        if amt in payroll_amounts:
+            entry['type'] = 'payroll'
+            payroll.append(entry)
+        else:
+            entry['type'] = 'non_payroll'
+            non_payroll.append(entry)
+
+    return {
+        'count': len(cheque_lines),
+        'payroll_count': len(payroll),
+        'non_payroll_count': len(non_payroll),
+        'payroll': payroll,
+        'non_payroll': non_payroll,
+    }
+
+
+def reconcile_payroll_cheques(env, params):
+    """Reconcile payroll cheque bank lines by applying the Payroll Cheque Clearing
+    reconcile model. Only reconciles cheques whose amount matches an existing
+    payroll liability entry on account 2201. Non-payroll cheques are skipped.
+
+    Params:
+        journal_id (int): Bank journal ID (default 50 = Scotia Current)
+        line_ids (list): Optional list of specific bank line IDs to reconcile.
+                         If not provided, reconciles all matching payroll cheques.
+    """
+    PAYROLL_ACCT = 433
+    journal_id = int(params.get('journal_id', 50))
+
+    AML = env['account.move.line'].sudo()
+    BSL = env['account.bank.statement.line'].sudo()
+    RecModel = env['account.reconcile.model'].sudo()
+
+    model = RecModel.search([
+        ('name', 'ilike', 'Payroll Cheque'),
+        ('company_id', '=', env.company.id),
+    ], limit=1)
+    if not model:
+        return {'error': 'No "Payroll Cheque Clearing" reconcile model found. Create one first.'}
+
+    # Get lines to process
+    if params.get('line_ids'):
+        cheque_lines = BSL.browse([int(x) for x in params['line_ids']])
+        cheque_lines = cheque_lines.filtered(lambda l: not l.is_reconciled)
+    else:
+        cheque_lines = BSL.search([
+            ('journal_id', '=', journal_id),
+            ('is_reconciled', '=', False),
+            ('payment_ref', 'ilike', 'cheque'),
+            ('amount', '<', 0),
+            ('company_id', '=', env.company.id),
+        ])
+
+    # Filter post-lock-date
+    lock = env.company.fiscalyear_lock_date
+    if lock:
+        cheque_lines = cheque_lines.filtered(lambda l: l.move_id.date > lock)
+
+    # Filter to payroll-only amounts
+    payroll_amounts = set()
+    for aml in AML.search([
+        ('account_id', '=', PAYROLL_ACCT),
+        ('parent_state', '=', 'posted'),
+        ('credit', '>', 0),
+    ]):
+        payroll_amounts.add(round(aml.credit, 2))
+
+    payroll_lines = cheque_lines.filtered(
+        lambda l: round(abs(l.amount), 2) in payroll_amounts
+    )
+    skipped = len(cheque_lines) - len(payroll_lines)
+
+    if not payroll_lines:
+        return {
+            'status': 'nothing_to_do',
+            'message': f'No payroll cheques to reconcile ({skipped} non-payroll cheques skipped)',
+        }
+
+    try:
+        model._apply_reconcile_models(payroll_lines)
+        env.cr.commit()
+    except Exception as e:
+        return {'error': f'Reconciliation failed: {e}'}
+
+    still = payroll_lines.filtered(lambda l: not l.is_reconciled)
+    reconciled = len(payroll_lines) - len(still)
+
+    return {
+        'status': 'completed',
+        'reconciled': reconciled,
+        'still_unreconciled': len(still),
+        'non_payroll_skipped': skipped,
+        'message': f'Reconciled {reconciled} payroll cheques. {skipped} non-payroll cheques skipped.',
+    }
+
+
+def _extract_partner_from_ref(env, payment_ref):
+    """Extract a partner from a bank line payment_ref using keyword matching."""
+    if not payment_ref:
+        return None
+    skip_words = {
+        'misc', 'payment', 'online', 'banking', 'pad', 'business', 'deposit',
+        'cheque', 'transfer', 'e-transfer', 'sent', 'autodeposit', 'credit',
+        'debit', 'memo', 'free', 'interac', 'from', 'the', 'and', 'for',
+        'miscellaneous', 'bill', 'correction', 'adjustment', 'other',
+    }
+    # Strip common suffixes like colons and split
+    clean_ref = payment_ref.replace(':', ' ').replace('-', ' ')
+    words = [w for w in clean_ref.split() if len(w) > 2 and w.lower() not in skip_words]
+    # Try progressively shorter phrases
+    for n in range(min(len(words), 4), 0, -1):
+        for i in range(len(words) - n + 1):
+            phrase = ' '.join(words[i:i+n])
+            partners = env['res.partner'].search([
+                ('name', 'ilike', phrase),
+                ('company_id', 'in', [env.company.id, False]),
+            ], limit=3)
+            if partners:
+                return partners[0]
+    # Fallback: try each word individually with supplier/customer rank
+    for word in words:
+        if len(word) < 4:
+            continue
+        partners = env['res.partner'].search([
+            ('name', 'ilike', word),
+            ('company_id', 'in', [env.company.id, False]),
+            '|', ('customer_rank', '>', 0), ('supplier_rank', '>', 0),
+        ], limit=3)
+        if partners:
+            return partners[0]
+    return None
+
+
+def _find_best_subset(candidates, target, max_items=8):
+    """Find the subset of candidates whose amounts sum closest to target.
+    Returns (aml_ids, total) for the best combination."""
+    items = candidates[:max_items]
+    if not items:
+        return [], 0.0
+    best_ids = []
+    best_total = 0.0
+    best_diff = abs(target)
+    n = len(items)
+    # Brute force all subsets (2^n, max 256)
+    for mask in range(1, 1 << n):
+        subset_ids = []
+        subset_total = 0.0
+        for j in range(n):
+            if mask & (1 << j):
+                subset_ids.append(items[j]['aml_id'])
+                subset_total += items[j]['amount_residual']
+        diff = abs(subset_total - target)
+        if diff < best_diff:
+            best_diff = diff
+            best_ids = subset_ids
+            best_total = subset_total
+        if diff < 0.01:
+            break  # Exact match found
+    return best_ids, round(best_total, 2)
+
+
+def suggest_bank_line_matches(env, params):
+    """Find candidate journal items (invoices/bills) that could match a bank statement line.
+    Scores and ranks matches, finds best subset-sum combination.
+    Returns data for a reconciliation-mode fusion-table."""
+    line_id = int(params['statement_line_id'])
+    line = env['account.bank.statement.line'].browse(line_id)
+    if not line.exists():
+        return {'error': 'Bank statement line not found'}
+    if line.is_reconciled:
+        return {'error': 'Bank statement line is already reconciled'}
+
+    AML = env['account.move.line'].sudo()
+    bank_amount = abs(line.amount)
+    line_date = line.move_id.date
+    is_incoming = line.amount > 0  # positive = customer payment, negative = vendor payment
+    from datetime import timedelta as td
+
+    # Determine partner
+    partner = line.partner_id
+    if not partner:
+        partner = _extract_partner_from_ref(env, line.payment_ref)
+
+    # Base domain common to all searches
+    base_domain = [
+        ('parent_state', '=', 'posted'),
+        ('reconciled', '=', False),
+        ('company_id', '=', env.company.id),
+        ('display_type', 'not in', ('line_section', 'line_subsection', 'line_note')),
+        ('statement_line_id', '=', False),
+    ]
+
+    # --- PRIORITY 1: Outstanding payments/receipts on bank journal accounts ---
+    # These are registered payments waiting to be matched to bank lines.
+    # For incoming bank lines → look for outstanding receipts (credit on outstanding account)
+    # For outgoing bank lines → look for outstanding payments (debit on outstanding account)
+    outstanding_acct_ids = env['account.account'].search([
+        ('name', 'ilike', 'outstanding'),
+        ('company_ids', 'in', env.company.id),
+    ]).ids
+    outstanding_amls = AML
+    if outstanding_acct_ids:
+        os_domain = base_domain + [('account_id', 'in', outstanding_acct_ids)]
+        if is_incoming:
+            os_domain.append(('amount_residual', '>', 0))  # Debit residual on outstanding receipts
+        else:
+            os_domain.append(('amount_residual', '<', 0))  # Credit residual on outstanding payments
+        if partner:
+            outstanding_amls = AML.search(os_domain + [('partner_id', '=', partner.id)], limit=30)
+            if not outstanding_amls:
+                outstanding_amls = AML.search(os_domain, limit=30)
+        else:
+            outstanding_amls = AML.search(os_domain, limit=30)
+
+    # --- PRIORITY 2: Open invoices/bills (receivable/payable accounts) ---
+    inv_domain = list(base_domain)
+    if is_incoming:
+        inv_domain.append(('account_id.account_type', '=', 'asset_receivable'))
+        inv_domain.append(('amount_residual', '>', 0))
+    else:
+        inv_domain.append(('account_id.account_type', '=', 'liability_payable'))
+        inv_domain.append(('amount_residual', '<', 0))
+    inv_domain.append(('date', '>=', str(line_date - td(days=90))))
+    inv_domain.append(('date', '<=', str(line_date + td(days=30))))
+
+    invoice_amls = AML
+    if partner:
+        invoice_amls = AML.search(inv_domain + [('partner_id', '=', partner.id)], limit=30)
+        if not invoice_amls:
+            invoice_amls = AML.search(inv_domain, limit=30)
+    else:
+        invoice_amls = AML.search(inv_domain, limit=30)
+
+    # Merge: outstanding payments first (priority), then invoices/bills
+    combined = outstanding_amls | invoice_amls
+
+    # Score and format candidates
+    outstanding_ids = set(outstanding_amls.ids) if outstanding_amls else set()
+    candidates = []
+    seen_ids = set()
+    for aml in combined:
+        if aml.id in seen_ids:
+            continue
+        seen_ids.add(aml.id)
+        residual = abs(aml.amount_residual)
+        score = 0
+        reasons = []
+        is_payment = aml.id in outstanding_ids
+
+        # Source type: payment entries get a boost (preferred match)
+        if is_payment:
+            score += 15
+            reasons.append('payment')
+
+        # Amount scoring
+        if abs(residual - bank_amount) < 0.01:
+            score += 40
+            reasons.append('exact amount')
+        elif residual <= bank_amount * 1.05:
+            score += 20
+            reasons.append('close amount')
+
+        # Partner scoring
+        if partner and aml.partner_id.id == partner.id:
+            score += 25
+            reasons.append('partner')
+        elif partner and aml.partner_id and partner.name and aml.partner_id.name:
+            p1_words = set(partner.name.upper().split())
+            p2_words = set(aml.partner_id.name.upper().split())
+            if p1_words & p2_words:
+                score += 10
+                reasons.append('partial partner')
+
+        # Date proximity scoring
+        days_apart = abs((aml.date - line_date).days)
+        if days_apart <= 3:
+            score += 15
+            reasons.append(f'{days_apart}d')
+        elif days_apart <= 7:
+            score += 10
+        elif days_apart <= 14:
+            score += 5
+
+        # Reference matching
+        if line.payment_ref and aml.move_id.ref:
+            if any(w.upper() in (aml.move_id.ref or '').upper()
+                   for w in line.payment_ref.split() if len(w) > 3):
+                score += 10
+                reasons.append('ref match')
+
+        # Determine entry type label
+        entry_type = 'payment' if is_payment else 'invoice'
+        if aml.move_id.move_type == 'in_invoice':
+            entry_type = 'bill'
+        elif aml.move_id.move_type == 'out_invoice':
+            entry_type = 'invoice'
+        elif aml.move_id.move_type in ('in_refund', 'out_refund'):
+            entry_type = 'credit note'
+        elif aml.payment_id:
+            entry_type = 'payment'
+
+        candidates.append({
+            'aml_id': aml.id,
+            'move_id': aml.move_id.id,
+            'name': aml.move_id.name or '',
+            'ref': aml.move_id.ref or '',
+            'partner': aml.partner_id.name if aml.partner_id else '',
+            'partner_id': aml.partner_id.id if aml.partner_id else None,
+            'date': str(aml.date),
+            'amount_total': abs(aml.balance),
+            'amount_residual': residual,
+            'account': aml.account_id.code if hasattr(aml.account_id, 'code') else '',
+            'type': entry_type,
+            'score': score,
+            'reasons': ', '.join(reasons) if reasons else '',
+        })
+
+    # Sort by score descending
+    candidates.sort(key=lambda c: -c['score'])
+
+    # Find best subset-sum combination
+    best_combo_ids, best_combo_total = _find_best_subset(candidates, bank_amount)
+
+    # Mark which candidates are in the best combination
+    for c in candidates:
+        c['in_best_combo'] = c['aml_id'] in best_combo_ids
+
+    return {
+        'bank_line': {
+            'id': line.id,
+            'date': str(line_date),
+            'ref': line.payment_ref or '',
+            'amount': line.amount,
+            'abs_amount': bank_amount,
+            'journal': line.journal_id.name,
+            'partner': partner.name if partner else '',
+            'partner_id': partner.id if partner else None,
+            'direction': 'incoming' if is_incoming else 'outgoing',
+        },
+        'candidates': candidates[:20],
+        'best_combination': best_combo_ids,
+        'best_combination_total': best_combo_total,
+        'is_exact_match': abs(best_combo_total - bank_amount) < 0.01,
+        'count': len(candidates),
+    }
+
+
+def search_matching_entries(env, params):
+    """Search open journal items by query (invoice/bill number, amount, or partner name).
+    Used by the reconciliation table search bar via direct RPC."""
+    query = (params.get('query') or '').strip()
+    line_id = params.get('statement_line_id')
+    if not query:
+        return {'candidates': []}
+
+    AML = env['account.move.line'].sudo()
+
+    # Search across receivable, payable, AND outstanding accounts
+    outstanding_acct_ids = env['account.account'].search([
+        ('name', 'ilike', 'outstanding'),
+        ('company_ids', 'in', env.company.id),
+    ]).ids
+    domain = [
+        ('parent_state', '=', 'posted'),
+        ('reconciled', '=', False),
+        ('company_id', '=', env.company.id),
+        ('display_type', 'not in', ('line_section', 'line_subsection', 'line_note')),
+        '|',
+        ('account_id.account_type', 'in', ('asset_receivable', 'liability_payable')),
+        ('account_id', 'in', outstanding_acct_ids),
+    ]
+
+    # Try as amount first
+    try:
+        amount = float(query.replace('$', '').replace(',', ''))
+        amount_domain = domain + [
+            '|',
+            '&', ('amount_residual', '>=', amount - 0.50), ('amount_residual', '<=', amount + 0.50),
+            '&', ('amount_residual', '>=', -amount - 0.50), ('amount_residual', '<=', -amount + 0.50),
+        ]
+        amls = AML.search(amount_domain, limit=15)
+        if amls:
+            return {'candidates': _format_aml_candidates(amls)}
+    except ValueError:
+        pass
+
+    # Search by move name (invoice/bill number)
+    name_amls = AML.search(domain + [('move_id.name', 'ilike', query)], limit=15)
+    if name_amls:
+        return {'candidates': _format_aml_candidates(name_amls)}
+
+    # Search by move ref
+    ref_amls = AML.search(domain + [('move_id.ref', 'ilike', query)], limit=15)
+    if ref_amls:
+        return {'candidates': _format_aml_candidates(ref_amls)}
+
+    # Search by partner name
+    partner_amls = AML.search(domain + [('partner_id.name', 'ilike', query)], limit=15)
+    return {'candidates': _format_aml_candidates(partner_amls)}
+
+
+def _format_aml_candidates(amls):
+    """Format AMLs as candidate dicts for the reconciliation table."""
+    return [{
+        'aml_id': aml.id,
+        'move_id': aml.move_id.id,
+        'name': aml.move_id.name or '',
+        'ref': aml.move_id.ref or '',
+        'partner': aml.partner_id.name if aml.partner_id else '',
+        'partner_id': aml.partner_id.id if aml.partner_id else None,
+        'date': str(aml.date),
+        'amount_total': abs(aml.balance),
+        'amount_residual': abs(aml.amount_residual),
+        'account': aml.account_id.code if hasattr(aml.account_id, 'code') else '',
+        'score': 0,
+        'reasons': 'manual search',
+        'in_best_combo': False,
+    } for aml in amls]
+
 
 TOOLS = {
     'get_unreconciled_bank_lines': get_unreconciled_bank_lines,
@@ -174,4 +951,11 @@ TOOLS = {
     'unmatch_bank_line': unmatch_bank_line,
     'get_reconcile_suggestions': get_reconcile_suggestions,
     'sum_payments_by_date': sum_payments_by_date,
+    'get_bank_line_details': get_bank_line_details,
+    'check_recurring_pattern': check_recurring_pattern,
+    'match_internal_transfers': match_internal_transfers,
+    'find_unreconciled_cheques': find_unreconciled_cheques,
+    'reconcile_payroll_cheques': reconcile_payroll_cheques,
+    'suggest_bank_line_matches': suggest_bank_line_matches,
+    'search_matching_entries': search_matching_entries,
 }

fusion_accounting/services/tools/hst_management.py

@@ -15,12 +15,22 @@ def calculate_hst_balance(env, params):
     if date_to:
         base_domain.append(('date', '<=', date_to))
 
-    collected_accounts = env['account.account'].search([
-        ('code', '=like', '2005%'), ('company_id', '=', env.company.id),
-    ])
-    itc_accounts = env['account.account'].search([
-        ('code', '=like', '2006%'), ('company_id', '=', env.company.id),
-    ])
+    # Odoo 19 Enterprise: account.account may not have company_id field
+    # (shared chart of accounts). Use try/except to handle both cases.
+    try:
+        collected_accounts = env['account.account'].search([
+            ('code', '=like', '2005%'), ('company_ids', 'in', env.company.id),
+        ])
+        itc_accounts = env['account.account'].search([
+            ('code', '=like', '2006%'), ('company_ids', 'in', env.company.id),
+        ])
+    except Exception:
+        collected_accounts = env['account.account'].search([
+            ('code', '=like', '2005%'),
+        ])
+        itc_accounts = env['account.account'].search([
+            ('code', '=like', '2006%'),
+        ])
 
     collected_lines = env['account.move.line'].search(
         base_domain + [('account_id', 'in', collected_accounts.ids)]
@@ -124,7 +134,11 @@ def find_missing_itc_bills(env, params):
 
 
 def get_tax_return_status(env, params):
-    returns = env['account.return'].search([
+    try:
+        AccountReturn = env['account.return']
+    except KeyError:
+        return {'error': 'Tax return model (account.return) is not available. The account_tax_report or related Enterprise module may not be installed.'}
+    returns = AccountReturn.search([
         ('company_id', '=', env.company.id),
     ], order='date_start desc', limit=10)
     return {
@@ -140,7 +154,11 @@ def get_tax_return_status(env, params):
 
 def generate_tax_return(env, params):
     try:
-        env['account.return']._generate_or_refresh_all_returns(
+        AccountReturn = env['account.return']
+    except KeyError:
+        return {'error': 'Tax return model (account.return) is not available.'}
+    try:
+        AccountReturn._generate_or_refresh_all_returns(
             company=env.company
         )
         return {'status': 'generated', 'message': 'Tax returns refreshed successfully.'}
@@ -149,8 +167,12 @@ def generate_tax_return(env, params):
 
 
 def validate_tax_return(env, params):
+    try:
+        AccountReturn = env['account.return']
+    except KeyError:
+        return {'error': 'Tax return model (account.return) is not available.'}
     return_id = int(params['return_id'])
-    tax_return = env['account.return'].browse(return_id)
+    tax_return = AccountReturn.browse(return_id)
     if not tax_return.exists():
         return {'error': 'Tax return not found'}
     try:
@@ -160,6 +182,111 @@ def validate_tax_return(env, params):
         return {'error': str(e)}
 
 
+def create_expense_entry(env, params):
+    """[Tier 3] Create a direct GL expense entry in the Misc journal with optional HST split.
+    This is the 'old school' way of recording expenses without a formal vendor bill.
+    Requires user approval before execution."""
+    date = params.get('date', str(env['account.move']._fields['date'].default(env['account.move'])))
+    description = params.get('description', 'Expense')
+    expense_account_id = int(params['expense_account_id'])
+    amount = abs(float(params['amount']))
+    has_hst = params.get('has_hst', False)
+    bank_journal_id = int(params.get('bank_journal_id', 0))
+
+    # Find the MISC journal
+    misc_journal = env['account.journal'].search([
+        ('code', '=', 'MISC'), ('company_id', '=', env.company.id),
+    ], limit=1)
+    if not misc_journal:
+        return {'error': 'Miscellaneous Operations journal (MISC) not found'}
+
+    expense_account = env['account.account'].browse(expense_account_id)
+    if not expense_account.exists():
+        return {'error': f'Expense account not found: {expense_account_id}'}
+
+    # Determine credit account (bank outstanding or AP)
+    credit_account = None
+    if bank_journal_id:
+        bank_journal = env['account.journal'].browse(bank_journal_id)
+        if bank_journal.exists():
+            # Use the bank journal's default debit/credit account
+            credit_account = (bank_journal.default_account_id
+                              or bank_journal.company_id.account_journal_payment_credit_account_id)
+    if not credit_account:
+        # Fallback to AP account
+        credit_account = env['account.account'].search([
+            ('account_type', '=', 'liability_payable'),
+            ('company_ids', 'in', env.company.id),
+        ], limit=1)
+
+    if not credit_account:
+        return {'error': 'Could not determine credit account for the expense entry'}
+
+    line_ids = []
+    if has_hst:
+        # Split: net expense + 13% HST ITC
+        hst_rate = 0.13
+        net_amount = round(amount / (1 + hst_rate), 2)
+        hst_amount = round(amount - net_amount, 2)
+
+        # Find HST ITC account (2006%)
+        itc_account = env['account.account'].search([
+            ('code', '=like', '2006%'),
+        ], limit=1)
+        if not itc_account:
+            # Fallback: use the HST purchase tax account
+            hst_tax = env['account.tax'].search([
+                ('type_tax_use', '=', 'purchase'), ('amount', '=', 13.0),
+                ('company_id', '=', env.company.id),
+            ], limit=1)
+            if hst_tax and hst_tax.invoice_repartition_line_ids:
+                for rep in hst_tax.invoice_repartition_line_ids:
+                    if rep.repartition_type == 'tax' and rep.account_id:
+                        itc_account = rep.account_id
+                        break
+        if not itc_account:
+            return {'error': 'HST ITC account (2006) not found'}
+
+        line_ids = [
+            (0, 0, {'name': description, 'account_id': expense_account_id,
+                     'debit': net_amount, 'credit': 0.0}),
+            (0, 0, {'name': f'HST ITC - {description}', 'account_id': itc_account.id,
+                     'debit': hst_amount, 'credit': 0.0}),
+            (0, 0, {'name': description, 'account_id': credit_account.id,
+                     'debit': 0.0, 'credit': amount}),
+        ]
+    else:
+        # Simple: debit expense / credit bank
+        line_ids = [
+            (0, 0, {'name': description, 'account_id': expense_account_id,
+                     'debit': amount, 'credit': 0.0}),
+            (0, 0, {'name': description, 'account_id': credit_account.id,
+                     'debit': 0.0, 'credit': amount}),
+        ]
+
+    try:
+        move = env['account.move'].create({
+            'move_type': 'entry',
+            'journal_id': misc_journal.id,
+            'date': date,
+            'ref': description,
+            'line_ids': line_ids,
+            'company_id': env.company.id,
+        })
+        move.action_post()
+        return {
+            'status': 'posted',
+            'move_id': move.id,
+            'move_name': move.name,
+            'amount': amount,
+            'has_hst': has_hst,
+            'hst_amount': round(amount - amount / 1.13, 2) if has_hst else 0.0,
+        }
+    except Exception as e:
+        _logger.error("Failed to create expense entry: %s", e)
+        return {'error': str(e)}
+
+
 TOOLS = {
     'calculate_hst_balance': calculate_hst_balance,
     'get_tax_report': get_tax_report,
@@ -168,4 +295,5 @@ TOOLS = {
     'get_tax_return_status': get_tax_return_status,
     'generate_tax_return': generate_tax_return,
     'validate_tax_return': validate_tax_return,
+    'create_expense_entry': create_expense_entry,
 }

fusion_accounting/services/tools/inventory.py

@@ -7,7 +7,7 @@ _logger = logging.getLogger(__name__)
 def get_stock_valuation(env, params):
     accounts = env['account.account'].search([
         ('code', '=like', '1069%'),
-        ('company_id', '=', env.company.id),
+        ('company_ids', 'in', env.company.id),
     ])
     result = []
     for acct in accounts:
@@ -22,7 +22,7 @@ def get_stock_valuation(env, params):
 def get_price_differences(env, params):
     accounts = env['account.account'].search([
         ('code', '=like', '5010%'),
-        ('company_id', '=', env.company.id),
+        ('company_ids', 'in', env.company.id),
     ])
     domain = [
         ('account_id', 'in', accounts.ids),

fusion_accounting/services/tools/journal_review.py

@@ -108,7 +108,7 @@ def find_wrong_account_entries(env, params):
     tax_accounts = env['account.account'].search([
         ('account_type', 'in', ('liability_current', 'asset_current')),
         ('code', '=like', '2005%'),
-        ('company_id', '=', env.company.id),
+        ('company_ids', 'in', env.company.id),
     ])
     if tax_accounts:
         revenue_on_tax = env['account.move.line'].search(
@@ -171,7 +171,7 @@ def find_draft_entries(env, params):
 def find_unreconciled_suspense(env, params):
     suspense_accounts = env['account.account'].search([
         ('code', '=like', '999%'),
-        ('company_id', '=', env.company.id),
+        ('company_ids', 'in', env.company.id),
     ])
     issues = []
     for acct in suspense_accounts:

fusion_accounting/services/tools/month_end.py

@@ -35,7 +35,7 @@ def get_close_checklist(env, params):
 def get_unreconciled_counts(env, params):
     accounts = env['account.account'].search([
         ('reconcile', '=', True),
-        ('company_id', '=', env.company.id),
+        ('company_ids', 'in', env.company.id),
     ])
     result = []
     for acct in accounts:
@@ -77,7 +77,7 @@ def get_accrual_status(env, params):
     for code in accrual_codes:
         accounts = env['account.account'].search([
             ('code', '=like', f'{code}%'),
-            ('company_id', '=', env.company.id),
+            ('company_ids', 'in', env.company.id),
         ])
         for acct in accounts:
             balance = sum(env['account.move.line'].search([

fusion_accounting/services/tools/payroll.py

@@ -66,7 +66,7 @@ def verify_source_deductions(env, params):
 def get_cra_remittance_status(env, params):
     cra_accounts = env['account.account'].search([
         ('name', 'ilike', 'CRA'),
-        ('company_id', '=', env.company.id),
+        ('company_ids', 'in', env.company.id),
     ])
     result = []
     for acct in cra_accounts:
@@ -130,21 +130,72 @@ def parse_payroll_summary(env, params):
     }
 
 
+def _resolve_account_id(env, val):
+    """Resolve an account code or ID to a valid account ID.
+    Accepts: integer ID, string ID, or account code string like '2201'."""
+    if not val:
+        return False
+    val_str = str(val).strip()
+    # Try as a direct ID first
+    try:
+        acct = env['account.account'].browse(int(val_str))
+        if acct.exists():
+            return acct.id
+    except (ValueError, TypeError):
+        pass
+    # Try as an account code
+    acct = env['account.account'].search([
+        ('code', '=', val_str),
+        ('company_ids', 'in', env.company.id),
+    ], limit=1)
+    if acct:
+        return acct.id
+    return False
+
+
 def create_payroll_journal_entry(env, params):
     journal_id = int(params['journal_id'])
     date = params['date']
+    ref = params.get('ref', 'Payroll Entry')
     lines_data = params['lines']
-    move_vals = {
-        'journal_id': journal_id,
-        'date': date,
-        'ref': params.get('ref', 'Payroll Entry'),
-        'line_ids': [(0, 0, {
-            'account_id': int(line['account_id']),
+
+    # Duplicate check: same journal + date + ref + similar amount
+    total_debit = sum(float(l.get('debit', 0)) for l in lines_data)
+    existing = env['account.move'].search([
+        ('journal_id', '=', journal_id),
+        ('date', '=', date),
+        ('ref', 'ilike', ref[:30]),
+        ('state', 'in', ('draft', 'posted')),
+    ], limit=1)
+    if existing:
+        return {
+            'status': 'duplicate',
+            'error': f'Entry already exists: {existing.name} (ref: {existing.ref}) on {existing.date} '
+                     f'for ${existing.amount_total:,.2f}. Skipping to avoid duplicate.',
+            'existing_move_id': existing.id,
+            'existing_name': existing.name,
+        }
+
+    # Resolve account codes to IDs
+    resolved_lines = []
+    for line in lines_data:
+        account_id = _resolve_account_id(env, line['account_id'])
+        if not account_id:
+            return {'error': f"Account not found: {line['account_id']}. "
+                             f"Provide a valid account code (e.g. '2201') or database ID."}
+        resolved_lines.append((0, 0, {
+            'account_id': account_id,
             'name': line.get('name', 'Payroll'),
             'debit': float(line.get('debit', 0)),
             'credit': float(line.get('credit', 0)),
             'partner_id': int(line['partner_id']) if line.get('partner_id') else False,
-        }) for line in lines_data],
+        }))
+
+    move_vals = {
+        'journal_id': journal_id,
+        'date': date,
+        'ref': ref,
+        'line_ids': resolved_lines,
     }
     move = env['account.move'].create(move_vals)
     return {'status': 'created', 'move_id': move.id, 'name': move.name}

fusion_accounting/services/tools/reporting.py

@@ -106,6 +106,171 @@ def export_report(env, params):
         return {'error': f'Export failed: {str(e)}'}
 
 
+def get_invoicing_summary(env, params):
+    """Get invoicing summary — total invoiced by month, by partner, or for a date range.
+    Supports: monthly breakdown for a year, current month totals, or filtered by partner."""
+    from datetime import date, timedelta
+    import calendar
+
+    year = int(params.get('year', date.today().year))
+    partner_name = params.get('partner_name')
+    date_from = params.get('date_from')
+    date_to = params.get('date_to')
+
+    domain = [
+        ('move_type', '=', 'out_invoice'),
+        ('state', '=', 'posted'),
+        ('company_id', '=', env.company.id),
+    ]
+
+    if partner_name:
+        partner = env['res.partner'].search([('name', 'ilike', partner_name)], limit=1)
+        if partner:
+            domain.append(('partner_id', '=', partner.id))
+        else:
+            return {'error': f'Partner not found: {partner_name}'}
+
+    if date_from and date_to:
+        domain += [('date', '>=', date_from), ('date', '<=', date_to)]
+        invoices = env['account.move'].search(domain, order='date desc')
+        total = sum(inv.amount_total for inv in invoices)
+        return {
+            'period': f'{date_from} to {date_to}',
+            'count': len(invoices),
+            'total': total,
+            'invoices': [{
+                'id': inv.id, 'name': inv.name, 'partner': inv.partner_id.name,
+                'date': str(inv.date), 'amount': inv.amount_total,
+                'payment_state': inv.payment_state,
+            } for inv in invoices[:30]],
+        }
+
+    # Monthly breakdown for the year
+    months = []
+    grand_total = 0
+    for month in range(1, 13):
+        m_start = f'{year}-{month:02d}-01'
+        last_day = calendar.monthrange(year, month)[1]
+        m_end = f'{year}-{month:02d}-{last_day}'
+        m_domain = domain + [('date', '>=', m_start), ('date', '<=', m_end)]
+        invoices = env['account.move'].search(m_domain)
+        total = sum(inv.amount_total for inv in invoices)
+        grand_total += total
+        months.append({
+            'month': f'{year}-{month:02d}',
+            'month_name': calendar.month_name[month],
+            'count': len(invoices),
+            'total': round(total, 2),
+        })
+
+    return {
+        'year': year,
+        'grand_total': round(grand_total, 2),
+        'months': months,
+        'partner': partner_name or 'All',
+    }
+
+
+def get_billing_summary(env, params):
+    """Get billing (vendor bills) summary — total billed by month or date range."""
+    from datetime import date
+    import calendar
+
+    year = int(params.get('year', date.today().year))
+    partner_name = params.get('partner_name')
+    date_from = params.get('date_from')
+    date_to = params.get('date_to')
+
+    domain = [
+        ('move_type', '=', 'in_invoice'),
+        ('state', '=', 'posted'),
+        ('company_id', '=', env.company.id),
+    ]
+
+    if partner_name:
+        partner = env['res.partner'].search([('name', 'ilike', partner_name)], limit=1)
+        if partner:
+            domain.append(('partner_id', '=', partner.id))
+        else:
+            return {'error': f'Partner not found: {partner_name}'}
+
+    if date_from and date_to:
+        domain += [('date', '>=', date_from), ('date', '<=', date_to)]
+        bills = env['account.move'].search(domain, order='date desc')
+        total = sum(b.amount_total for b in bills)
+        return {
+            'period': f'{date_from} to {date_to}',
+            'count': len(bills),
+            'total': total,
+            'bills': [{
+                'id': b.id, 'name': b.name, 'partner': b.partner_id.name,
+                'date': str(b.date), 'amount': b.amount_total,
+                'payment_state': b.payment_state,
+            } for b in bills[:30]],
+        }
+
+    # Monthly breakdown
+    months = []
+    grand_total = 0
+    for month in range(1, 13):
+        m_start = f'{year}-{month:02d}-01'
+        last_day = calendar.monthrange(year, month)[1]
+        m_end = f'{year}-{month:02d}-{last_day}'
+        m_domain = domain + [('date', '>=', m_start), ('date', '<=', m_end)]
+        bills = env['account.move'].search(m_domain)
+        total = sum(b.amount_total for b in bills)
+        grand_total += total
+        months.append({
+            'month': f'{year}-{month:02d}',
+            'month_name': calendar.month_name[month],
+            'count': len(bills),
+            'total': round(total, 2),
+        })
+
+    return {
+        'year': year,
+        'grand_total': round(grand_total, 2),
+        'months': months,
+        'partner': partner_name or 'All',
+    }
+
+
+def get_collections_summary(env, params):
+    """Get payment collections summary — how much was collected (received) in a period."""
+    date_from = params.get('date_from')
+    date_to = params.get('date_to')
+    if not date_from or not date_to:
+        from datetime import date
+        today = date.today()
+        date_from = date_from or f'{today.year}-{today.month:02d}-01'
+        date_to = date_to or str(today)
+
+    payments = env['account.payment'].search([
+        ('payment_type', '=', 'inbound'),
+        ('state', '=', 'posted'),
+        ('date', '>=', date_from),
+        ('date', '<=', date_to),
+        ('company_id', '=', env.company.id),
+    ], order='date desc')
+
+    total = sum(p.amount for p in payments)
+    by_partner = {}
+    for p in payments:
+        pname = p.partner_id.name if p.partner_id else 'Unknown'
+        by_partner.setdefault(pname, {'count': 0, 'total': 0})
+        by_partner[pname]['count'] += 1
+        by_partner[pname]['total'] += p.amount
+
+    top_partners = sorted(by_partner.items(), key=lambda x: -x[1]['total'])[:15]
+
+    return {
+        'period': f'{date_from} to {date_to}',
+        'total_collected': round(total, 2),
+        'payment_count': len(payments),
+        'by_partner': [{'partner': k, 'count': v['count'], 'total': round(v['total'], 2)} for k, v in top_partners],
+    }
+
+
 TOOLS = {
     'get_profit_loss': get_profit_loss,
     'get_balance_sheet': get_balance_sheet,
@@ -114,4 +279,7 @@ TOOLS = {
     'compare_periods': compare_periods,
     'answer_financial_question': answer_financial_question,
     'export_report': export_report,
+    'get_invoicing_summary': get_invoicing_summary,
+    'get_billing_summary': get_billing_summary,
+    'get_collections_summary': get_collections_summary,
 }

fusion_accounting/static/src/components/chat/approval_card.js

@@ -6,8 +6,25 @@ export class FusionApprovalCard extends Component {
     static template = "fusion_accounting.ApprovalCard";
     static props = ["approval", "onApprove", "onReject"];
 
-    get confidencePercent() {
-        return Math.round((this.props.approval.confidence || 0) * 100);
+    get toolLabel() {
+        const name = this.props.approval.tool_name || "";
+        // Short labels for common tools
+        const labels = {
+            create_payroll_journal_entry: "Payroll JE",
+            create_vendor_bill: "Vendor Bill",
+            register_bill_payment: "Bill Payment",
+            create_expense_entry: "Expense",
+            register_hst_payment: "HST Payment",
+            apply_payment: "Payment",
+            send_followup: "Follow-up",
+            flag_entry: "Flag",
+        };
+        return labels[name] || name.replace(/_/g, " ").replace(/\b\w/g, c => c.toUpperCase());
+    }
+
+    formatAmount(val) {
+        if (!val) return "";
+        return Number(val).toLocaleString("en-CA", { minimumFractionDigits: 2, maximumFractionDigits: 2 });
     }
 
     approve() {

fusion_accounting/static/src/components/chat/approval_card.xml

@@ -1,29 +1,29 @@
 <?xml version="1.0" encoding="UTF-8"?>
 <templates xml:space="preserve">
     <t t-name="fusion_accounting.ApprovalCard">
-        <div class="fusion_approval_card card border-warning mb-2">
-            <div class="card-body p-2">
-                <div class="d-flex justify-content-between align-items-start mb-1">
-                    <strong t-esc="props.approval.tool_name"/>
-                    <span class="badge bg-warning text-dark">
-                        <t t-esc="confidencePercent"/>% conf
-                    </span>
-                </div>
-                <p class="small mb-1 text-muted" t-esc="props.approval.reasoning"/>
+        <!-- Single row in the approval table — rendered inside <tbody> by chat_panel -->
+        <tr class="fusion_approval_row">
+            <td class="px-2 py-1 small text-nowrap" t-esc="toolLabel"/>
+            <td class="px-2 py-1 small" style="white-space: pre-line; max-width: 320px;">
+                <t t-esc="props.approval.summary || ''"/>
+            </td>
+            <td class="px-2 py-1 small text-end text-nowrap fw-semibold">
                 <t t-if="props.approval.amount">
-                    <p class="small mb-1">
-                        Amount: <strong>$<t t-esc="(props.approval.amount || 0).toFixed(2)"/></strong>
-                    </p>
+                    $<t t-esc="formatAmount(props.approval.amount)"/>
                 </t>
-                <div class="d-flex gap-2">
-                    <button class="btn btn-success btn-sm flex-grow-1" t-on-click="approve">
-                        <i class="fa fa-check"/> Approve
-                    </button>
-                    <button class="btn btn-outline-danger btn-sm flex-grow-1" t-on-click="reject">
-                        <i class="fa fa-times"/> Reject
-                    </button>
-                </div>
-            </div>
-        </div>
+            </td>
+            <td class="px-1 py-1 text-end text-nowrap">
+                <button class="btn btn-success btn-xs px-2 py-0 me-1" t-on-click="approve"
+                        style="font-size: 0.75rem; line-height: 1.5;"
+                        title="Approve">
+                    <i class="fa fa-check"/>
+                </button>
+                <button class="btn btn-outline-danger btn-xs px-2 py-0" t-on-click="reject"
+                        style="font-size: 0.75rem; line-height: 1.5;"
+                        title="Reject">
+                    <i class="fa fa-times"/>
+                </button>
+            </td>
+        </tr>
     </t>
 </templates>

fusion_accounting/static/src/components/chat/chat_panel.xml

@@ -3,16 +3,60 @@
     <t t-name="fusion_accounting.ChatPanel">
         <div class="fusion_chat_panel card h-100 d-flex flex-column">
             <div class="card-header d-flex justify-content-between align-items-center py-2">
-                <div>
+                <div class="d-flex align-items-center">
                     <h5 class="mb-0 d-inline"><i class="fa fa-comments-o me-2"/>Fusion AI</h5>
                     <small class="text-muted ms-2" t-if="state.sessionName" t-esc="state.sessionName"/>
                 </div>
-                <button class="btn btn-outline-secondary btn-sm" t-on-click="onNewChat"
-                        title="Start a new conversation">
-                    <i class="fa fa-plus me-1"/>New Chat
-                </button>
+                <div class="d-flex gap-1 align-items-center">
+                    <!-- Session history button -->
+                    <button class="btn btn-outline-secondary btn-sm"
+                            t-on-click="toggleSessionPicker"
+                            title="Load previous session">
+                        <i class="fa fa-history"/>
+                    </button>
+                    <button class="btn btn-outline-secondary btn-sm" t-on-click="onNewChat"
+                            title="Start a new conversation">
+                        <i class="fa fa-plus me-1"/>New Chat
+                    </button>
+                </div>
             </div>
 
+            <!-- Session Picker Dropdown -->
+            <t t-if="state.showSessionPicker">
+                <div class="fusion_session_picker border-bottom">
+                    <div class="p-2 bg-body-tertiary">
+                        <div class="d-flex justify-content-between align-items-center mb-1">
+                            <small class="fw-semibold text-muted">Recent Sessions</small>
+                            <button class="btn-close btn-close-sm" t-on-click="toggleSessionPicker"/>
+                        </div>
+                        <t t-if="state.sessionList.length === 0">
+                            <p class="text-muted small mb-0">No previous sessions found.</p>
+                        </t>
+                        <div class="fusion_session_list overflow-auto" style="max-height: 200px;">
+                            <t t-foreach="state.sessionList" t-as="sess" t-key="sess.id">
+                                <div class="fusion_session_item d-flex justify-content-between align-items-center p-2 rounded cursor-pointer"
+                                     t-att-class="sess.id === state.internalSessionId ? 'bg-primary-subtle' : ''"
+                                     t-on-click="() => this.loadSession(sess.id)">
+                                    <div>
+                                        <div class="small fw-semibold" t-esc="sess.name"/>
+                                        <div class="text-muted" style="font-size: 0.72rem;">
+                                            <t t-esc="formatSessionDate(sess.date)"/>
+                                            <span class="ms-2" t-if="sess.message_count">
+                                                <t t-esc="sess.message_count"/> msgs
+                                            </span>
+                                            <span class="ms-1 badge"
+                                                  t-att-class="sess.state === 'active' ? 'bg-success-subtle text-success' : 'bg-secondary-subtle text-secondary'"
+                                                  t-esc="sess.state"/>
+                                        </div>
+                                    </div>
+                                    <i class="fa fa-chevron-right text-muted" style="font-size: 0.7rem;"/>
+                                </div>
+                            </t>
+                        </div>
+                    </div>
+                </div>
+            </t>
+
             <!-- Messages -->
             <div class="fusion_chat_messages flex-grow-1 overflow-auto p-3" t-ref="messages">
                 <t t-if="state.loading">
@@ -22,10 +66,51 @@
                     </div>
                 </t>
                 <t t-elif="state.messages.length === 0">
-                    <div class="text-center text-muted py-4">
-                        <i class="fa fa-robot fa-3x mb-3 d-block"/>
-                        <p>Ask me about your accounting data.<br/>
-                        I can help with bank reconciliation, tax analysis, AR/AP, auditing, and more.</p>
+                    <div class="text-center text-muted py-3">
+                        <i class="fa fa-robot fa-3x mb-2 d-block"/>
+                        <p class="mb-3">What would you like to work on?</p>
+                    </div>
+                    <div class="d-flex flex-wrap gap-2 justify-content-center px-3 pb-3">
+                        <button class="btn btn-outline-secondary btn-sm fusion_starter"
+                                t-on-click="() => this.sendStarter('Reconcile the latest ADP payment on Scotia Current')">
+                            <i class="fa fa-exchange me-1"/>Match ADP Payment
+                        </button>
+                        <button class="btn btn-outline-secondary btn-sm fusion_starter"
+                                t-on-click="() => this.sendStarter('Show me unreconciled bank lines on all journals')">
+                            <i class="fa fa-bank me-1"/>Unreconciled Lines
+                        </button>
+                        <button class="btn btn-outline-secondary btn-sm fusion_starter"
+                                t-on-click="() => this.sendStarter('How much do we owe to Pride Mobility?')">
+                            <i class="fa fa-credit-card me-1"/>Vendor Balance
+                        </button>
+                        <button class="btn btn-outline-secondary btn-sm fusion_starter"
+                                t-on-click="() => this.sendStarter('Show me invoicing by month for this year')">
+                            <i class="fa fa-bar-chart me-1"/>Invoicing by Month
+                        </button>
+                        <button class="btn btn-outline-secondary btn-sm fusion_starter"
+                                t-on-click="() => this.sendStarter('How much are we collecting this month?')">
+                            <i class="fa fa-money me-1"/>Collections
+                        </button>
+                        <button class="btn btn-outline-secondary btn-sm fusion_starter"
+                                t-on-click="() => this.sendStarter('What is our current HST balance?')">
+                            <i class="fa fa-percent me-1"/>HST Balance
+                        </button>
+                        <button class="btn btn-outline-secondary btn-sm fusion_starter"
+                                t-on-click="() => this.sendStarter('Show me overdue invoices')">
+                            <i class="fa fa-exclamation-circle me-1"/>Overdue Invoices
+                        </button>
+                        <button class="btn btn-outline-secondary btn-sm fusion_starter"
+                                t-on-click="() => this.sendStarter('Run month-end close checklist')">
+                            <i class="fa fa-check-square-o me-1"/>Month-End Close
+                        </button>
+                        <button class="btn btn-outline-secondary btn-sm fusion_starter"
+                                t-on-click="() => this.sendStarter('Show me the P&amp;L for this quarter')">
+                            <i class="fa fa-line-chart me-1"/>Profit &amp; Loss
+                        </button>
+                        <button class="btn btn-outline-secondary btn-sm fusion_starter"
+                                t-on-click="() => this.sendStarter('Find duplicate bills')">
+                            <i class="fa fa-copy me-1"/>Duplicate Bills
+                        </button>
                     </div>
                 </t>
                 <t t-foreach="state.messages" t-as="msg" t-key="msg_index">
@@ -34,7 +119,14 @@
                         <div class="fusion_chat_msg mb-2 p-2 rounded bg-primary-subtle ms-4">
                             <small class="text-muted d-block mb-1">
                                 <i class="fa fa-user me-1"/>You
+                                <t t-if="msg.hasImage">
+                                    <i class="fa fa-image ms-1 text-info" title="Image attached"/>
+                                </t>
                             </small>
+                            <t t-if="msg.imageUrl">
+                                <img t-att-src="msg.imageUrl" class="rounded mb-1 d-block" style="max-height: 120px; max-width: 200px; cursor: pointer; object-fit: cover;"
+                                     t-on-click="() => window.open(msg.imageUrl, '_blank')"/>
+                            </t>
                             <span style="white-space: pre-wrap;" t-esc="msg.content"/>
                         </div>
                     </t>
@@ -44,59 +136,161 @@
                             <small class="text-muted d-block mb-2">
                                 <i class="fa fa-robot me-1"/>Fusion AI
                             </small>
+                            <!-- Collapsible tool calls log (like Claude Code) -->
+                            <t t-if="msg.toolCalls and msg.toolCalls.length">
+                                <details class="fusion_tool_calls mb-2">
+                                    <summary class="small text-muted cursor-pointer d-inline-flex align-items-center gap-1 user-select-none">
+                                        <i class="fa fa-wrench" style="font-size: 0.7rem;"/>
+                                        <span><t t-esc="msg.toolCalls.length"/> tool call<t t-if="msg.toolCalls.length > 1">s</t></span>
+                                    </summary>
+                                    <div class="mt-1 ms-2 border-start ps-2" style="border-color: var(--o-border-color) !important;">
+                                        <t t-foreach="msg.toolCalls" t-as="tc" t-key="tc_index">
+                                            <div class="d-flex align-items-start gap-1 py-1 small"
+                                                 style="line-height: 1.3;">
+                                                <i t-att-class="'fa fa-fw ' + (tc.status === 'error' ? 'fa-times-circle text-danger' : tc.status === 'pending_approval' ? 'fa-clock-o text-warning' : 'fa-check-circle text-success')"
+                                                   style="font-size: 0.7rem; margin-top: 3px;"/>
+                                                <span>
+                                                    <code class="small" style="font-size: 0.78rem;" t-esc="tc.name"/>
+                                                    <t t-if="tc.summary">
+                                                        <span class="text-muted ms-1">— <t t-esc="tc.summary"/></span>
+                                                    </t>
+                                                    <t t-if="tc.duration_ms">
+                                                        <span class="text-muted ms-1" style="font-size: 0.7rem;">(<t t-esc="tc.duration_ms"/>ms)</span>
+                                                    </t>
+                                                </span>
+                                            </div>
+                                        </t>
+                                    </div>
+                                </details>
+                            </t>
                             <div class="fusion_rich_content fusion_rich_slot"
                                  t-att-data-idx="msg_index"/>
                         </div>
                     </t>
                 </t>
                 <t t-if="state.sending">
-                    <div class="fusion_ai_msg rounded p-3 me-4 mb-2">
+                    <div class="fusion_ai_msg rounded p-3 me-4 mb-2 fusion_live_status">
                         <small class="text-muted d-block mb-1">
                             <i class="fa fa-robot me-1"/>Fusion AI
                         </small>
-                        <i class="fa fa-spinner fa-spin me-1"/> Thinking...
+                        <!-- Live thinking text -->
+                        <t t-if="state.liveThinking">
+                            <div class="fusion_thinking_block mb-2 p-2 rounded small fst-italic"
+                                 style="background: rgba(var(--bs-body-color-rgb), 0.03); border-left: 3px solid var(--bs-purple, #6f42c1); max-height: 120px; overflow-y: auto;">
+                                <i class="fa fa-brain me-1 text-purple" style="color: var(--bs-purple, #6f42c1);"/>
+                                <span t-esc="state.liveThinking"/>
+                            </div>
+                        </t>
+                        <!-- Live tool calls -->
+                        <t t-if="state.liveToolCalls.length > 0">
+                            <div class="mb-1">
+                                <t t-foreach="state.liveToolCalls" t-as="tc" t-key="tc_index">
+                                    <div class="d-flex align-items-center gap-1 small py-1" style="line-height: 1.3;">
+                                        <t t-if="tc.status === 'running'">
+                                            <i class="fa fa-spinner fa-spin text-primary" style="font-size: 0.7rem;"/>
+                                        </t>
+                                        <t t-elif="tc.status === 'ok'">
+                                            <i class="fa fa-check-circle text-success" style="font-size: 0.7rem;"/>
+                                        </t>
+                                        <t t-elif="tc.status === 'error'">
+                                            <i class="fa fa-times-circle text-danger" style="font-size: 0.7rem;"/>
+                                        </t>
+                                        <t t-else="">
+                                            <i class="fa fa-clock-o text-warning" style="font-size: 0.7rem;"/>
+                                        </t>
+                                        <code class="small" style="font-size: 0.75rem;" t-esc="tc.name"/>
+                                        <t t-if="tc.summary">
+                                            <span class="text-muted">— <t t-esc="tc.summary"/></span>
+                                        </t>
+                                        <t t-if="tc.duration_ms">
+                                            <span class="text-muted" style="font-size: 0.68rem;">(<t t-esc="tc.duration_ms"/>ms)</span>
+                                        </t>
+                                    </div>
+                                </t>
+                            </div>
+                        </t>
+                        <!-- Default thinking indicator if no live data yet -->
+                        <t t-if="!state.liveThinking and state.liveToolCalls.length === 0">
+                            <i class="fa fa-spinner fa-spin me-1"/> Thinking...
+                        </t>
                     </div>
                 </t>
             </div>
 
-            <!-- Pending Approvals -->
+            <!-- Pending Approvals — compact table -->
             <t t-if="state.pendingApprovals.length > 0">
-                <div class="border-top p-2">
-                    <div class="d-flex justify-content-between align-items-center mb-1">
-                        <small class="text-muted">Pending Approvals (<t t-esc="state.pendingApprovals.length"/>):</small>
+                <div class="border-top">
+                    <div class="d-flex justify-content-between align-items-center px-2 py-1 bg-warning-subtle">
+                        <small class="fw-semibold">
+                            <i class="fa fa-exclamation-triangle me-1 text-warning"/>
+                            <t t-esc="state.pendingApprovals.length"/> Pending Approval<t t-if="state.pendingApprovals.length > 1">s</t>
+                        </small>
                         <div class="d-flex gap-1" t-if="state.pendingApprovals.length > 1">
-                            <button class="btn btn-success btn-sm" t-on-click="onApproveAll">
-                                <i class="fa fa-check-double"/> Approve All
+                            <button class="btn btn-success px-2 py-0" style="font-size: 0.75rem;"
+                                    t-on-click="onApproveAll" title="Approve all">
+                                <i class="fa fa-check me-1"/>All
                             </button>
-                            <button class="btn btn-outline-danger btn-sm" t-on-click="onRejectAll">
-                                Reject All
+                            <button class="btn btn-outline-danger px-2 py-0" style="font-size: 0.75rem;"
+                                    t-on-click="onRejectAll" title="Reject all">
+                                <i class="fa fa-times me-1"/>All
                             </button>
                         </div>
                     </div>
-                    <t t-foreach="state.pendingApprovals" t-as="approval" t-key="approval.id">
-                        <FusionApprovalCard
-                            approval="approval"
-                            onApprove.bind="onApprove"
-                            onReject.bind="onReject"/>
-                    </t>
+                    <div class="overflow-auto" style="max-height: 280px;">
+                        <table class="table table-sm table-hover align-middle mb-0">
+                            <thead>
+                                <tr class="small text-muted">
+                                    <th class="px-2 py-1 fw-semibold">Type</th>
+                                    <th class="px-2 py-1 fw-semibold">Details</th>
+                                    <th class="px-2 py-1 fw-semibold text-end">Amount</th>
+                                    <th class="px-1 py-1 fw-semibold text-end" style="width: 80px;"></th>
+                                </tr>
+                            </thead>
+                            <tbody>
+                                <t t-foreach="state.pendingApprovals" t-as="approval" t-key="approval.id">
+                                    <FusionApprovalCard
+                                        approval="approval"
+                                        onApprove.bind="onApprove"
+                                        onReject.bind="onReject"/>
+                                </t>
+                            </tbody>
+                        </table>
+                    </div>
                 </div>
             </t>
 
             <!-- Input -->
             <div class="fusion_chat_input border-top p-2">
+                <!-- Image preview -->
+                <t t-if="state.pendingImage">
+                    <div class="fusion_image_preview d-flex align-items-center gap-2 mb-1 p-1 rounded bg-body-tertiary">
+                        <img t-att-src="state.pendingImage.dataUrl" class="rounded" style="max-height: 48px; max-width: 80px; object-fit: cover;"/>
+                        <small class="text-muted flex-grow-1 text-truncate" t-esc="state.pendingImage.name"/>
+                        <button class="btn btn-sm p-0 text-danger" t-on-click="clearImage" title="Remove">
+                            <i class="fa fa-times"/>
+                        </button>
+                    </div>
+                </t>
                 <div class="input-group">
+                    <button class="btn btn-outline-secondary btn-sm" t-on-click="triggerFileUpload"
+                            title="Attach image (screenshot, remittance advice, etc.)">
+                        <i class="fa fa-paperclip"/>
+                    </button>
                     <textarea
                         t-ref="chatInput"
                         class="form-control form-control-sm"
-                        placeholder="Ask Fusion AI..."
-                        rows="2"
+                        placeholder="Ask Fusion AI... (paste screenshot with Ctrl+V)"
+                        rows="1"
                         t-model="state.inputText"
-                        t-on-keydown="onKeyDown"/>
+                        t-on-keydown="onKeyDown"
+                        t-on-paste="onPaste"/>
                     <button class="btn btn-primary btn-sm" t-on-click="sendMessage"
                             t-att-disabled="state.sending">
                         <i class="fa fa-paper-plane"/>
                     </button>
                 </div>
+                <input type="file" t-ref="fileInput" class="d-none" accept="image/*"
+                       t-on-change="onFileSelected"/>
             </div>
         </div>
     </t>