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>

fusion-plating/fusion_plating/models/res_company.py

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

fusion-plating/fusion_plating_bridge_mrp/models/fp_delivery.py

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

fusion-plating/fusion_plating_bridge_mrp/models/mrp_production.py

@@ -1,93 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Plating product family.
-
-from odoo import api, fields, models
-
-
-class MrpProduction(models.Model):
-    """Extend manufacturing order with Fusion Plating references and
-    workflow automations that bridge MO lifecycle → portal job → delivery.
-    """
-    _inherit = 'mrp.production'
-
-    x_fc_customer_spec_id = fields.Many2one(
-        'fusion.plating.customer.spec',
-        string='Customer Spec',
-        help='The customer specification governing this manufacturing order.',
-    )
-    x_fc_facility_id = fields.Many2one(
-        'fusion.plating.facility',
-        string='Facility',
-        help='The Fusion Plating facility where this order is produced.',
-    )
-    x_fc_portal_job_id = fields.Many2one(
-        'fusion.plating.portal.job',
-        string='Portal Job',
-        help='The portal job linked to this manufacturing order.',
-    )
-
-    # ------------------------------------------------------------------
-    # GAP 2: SO confirm → MO confirm → auto-create Portal Job
-    # ------------------------------------------------------------------
-    def action_confirm(self):
-        """Override to auto-create a portal job when the MO is confirmed."""
-        res = super().action_confirm()
-        PortalJob = self.env['fusion.plating.portal.job']
-        for mo in self:
-            if mo.x_fc_portal_job_id:
-                # Already linked — just update state
-                mo.x_fc_portal_job_id.write({'state': 'in_progress'})
-                continue
-            # Resolve customer from sale order via origin
-            partner = False
-            if mo.origin:
-                so = self.env['sale.order'].search(
-                    [('name', '=', mo.origin)], limit=1,
-                )
-                if so:
-                    partner = so.partner_id
-            if not partner:
-                continue  # No customer — skip portal job creation
-            job = PortalJob.create({
-                'name': mo.name,
-                'partner_id': partner.id,
-                'state': 'in_progress',
-                'received_date': fields.Date.today(),
-                'target_ship_date': (
-                    mo.date_start.date() + __import__('datetime').timedelta(days=10)
-                    if mo.date_start else False
-                ),
-                'quantity': int(mo.product_qty),
-                'company_id': mo.company_id.id,
-            })
-            mo.x_fc_portal_job_id = job
-        return res
-
-    # ------------------------------------------------------------------
-    # GAP 3+4: MO done → update portal job + auto-create delivery
-    # ------------------------------------------------------------------
-    def button_mark_done(self):
-        """Override to cascade MO completion to portal job and delivery."""
-        res = super().button_mark_done()
-        Delivery = self.env.get('fusion.plating.delivery')
-        for mo in self:
-            job = mo.x_fc_portal_job_id
-            if not job:
-                continue
-            # GAP 3: MO done → portal job ready_to_ship
-            job.write({'state': 'ready_to_ship'})
-            job.message_post(body='Manufacturing complete — ready to ship.')
-
-            # GAP 4: Auto-create delivery record
-            if Delivery is None:
-                continue
-            partner = job.partner_id
-            Delivery.create({
-                'partner_id': partner.id,
-                'job_ref': job.name,
-                'source_facility_id': mo.x_fc_facility_id.id if mo.x_fc_facility_id else False,
-                'state': 'draft',
-            })
-        return res

fusion-plating/fusion_plating_bridge_mrp/security/ir.model.access.csv

@@ -1,7 +0,0 @@
-id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
-access_fp_bridge_mrp_workcenter_manager,fp.bridge.mrp.workcenter.manager,mrp.model_mrp_workcenter,fusion_plating.group_fusion_plating_manager,1,1,1,0
-access_fp_bridge_mrp_workcenter_supervisor,fp.bridge.mrp.workcenter.supervisor,mrp.model_mrp_workcenter,fusion_plating.group_fusion_plating_supervisor,1,0,0,0
-access_fp_bridge_mrp_workorder_manager,fp.bridge.mrp.workorder.manager,mrp_workorder.model_mrp_workorder,fusion_plating.group_fusion_plating_manager,1,1,1,0
-access_fp_bridge_mrp_workorder_supervisor,fp.bridge.mrp.workorder.supervisor,mrp_workorder.model_mrp_workorder,fusion_plating.group_fusion_plating_supervisor,1,0,0,0
-access_fp_bridge_mrp_production_manager,fp.bridge.mrp.production.manager,mrp.model_mrp_production,fusion_plating.group_fusion_plating_manager,1,1,1,0
-access_fp_bridge_mrp_production_supervisor,fp.bridge.mrp.production.supervisor,mrp.model_mrp_production,fusion_plating.group_fusion_plating_supervisor,1,0,0,0

fusion-plating/fusion_plating_bridge_mrp/views/mrp_production_views.xml

@@ -1,31 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<!--
-    Copyright 2026 Nexa Systems Inc.
-    License OPL-1 (Odoo Proprietary License v1.0)
-    Part of the Fusion Plating product family.
--->
-<odoo>
-
-    <!-- Extend mrp.production form: add Fusion Plating fields -->
-    <record id="view_mrp_production_form_fp_bridge" model="ir.ui.view">
-        <field name="name">mrp.production.form.fp.bridge</field>
-        <field name="model">mrp.production</field>
-        <field name="inherit_id" ref="mrp.mrp_production_form_view"/>
-        <field name="arch" type="xml">
-
-            <xpath expr="//sheet" position="inside">
-                <group string="Fusion Plating" name="fusion_plating">
-                    <group>
-                        <field name="x_fc_customer_spec_id"/>
-                        <field name="x_fc_facility_id"/>
-                    </group>
-                    <group>
-                        <field name="x_fc_portal_job_id"/>
-                    </group>
-                </group>
-            </xpath>
-
-        </field>
-    </record>
-
-</odoo>

fusion-plating/fusion_plating_reports/report/report_actions.xml

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

fusion-plating/fusion_plating_reports/report/report_base_styles.xml

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

fusion-plating/fusion_plating_reports/report/report_coc.xml

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

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

@@ -1,147 +0,0 @@
-/** @odoo-module **/
-// =============================================================================
-// Fusion Plating — Plant Overview Dashboard (OWL backend client action)
-// Copyright 2026 Nexa Systems Inc.
-// License OPL-1 (Odoo Proprietary License v1.0)
-//
-// Steelhead-style multi-column kanban showing all active work orders grouped
-// by work centre / station.  Auto-refreshes every 30 s.
-//
-// Odoo 19 conventions:
-//   * Backend OWL component: `static template` + `static props = ["*"]`
-//   * RPC via standalone `rpc()` from @web/core/network/rpc
-//   * Registered under registry.category("actions") → "fp_plant_overview"
-// =============================================================================
-
-import { Component, useState, onMounted, onWillUnmount } from "@odoo/owl";
-import { registry } from "@web/core/registry";
-import { rpc } from "@web/core/network/rpc";
-import { useService } from "@web/core/utils/hooks";
-
-export class PlantOverview extends Component {
-    static template = "fusion_plating_shopfloor.PlantOverview";
-    static props = ["*"];
-
-    setup() {
-        this.notification = useService("notification");
-        this.action = useService("action");
-
-        this.state = useState({
-            facilityName: "",
-            columns: [],
-            searchTerm: "",
-            loading: false,
-            lastRefresh: null,
-        });
-
-        this._refreshInterval = null;
-
-        onMounted(async () => {
-            await this.loadData();
-            // Auto-refresh every 30 seconds
-            this._refreshInterval = setInterval(() => this.loadData(), 30000);
-        });
-
-        onWillUnmount(() => {
-            if (this._refreshInterval) {
-                clearInterval(this._refreshInterval);
-                this._refreshInterval = null;
-            }
-        });
-    }
-
-    // ----- Data loading ------------------------------------------------------
-
-    async loadData() {
-        this.state.loading = true;
-        try {
-            const result = await rpc("/fp/shopfloor/plant_overview", {
-                search: this.state.searchTerm || null,
-            });
-            if (result) {
-                this.state.facilityName = result.facility_name || "Plant 1";
-                this.state.columns = result.columns || [];
-                this.state.lastRefresh = new Date().toLocaleTimeString();
-            }
-        } catch (err) {
-            this.notification.add(
-                `Failed to load plant overview: ${err.message || err}`,
-                { type: "danger" },
-            );
-        } finally {
-            this.state.loading = false;
-        }
-    }
-
-    // ----- Search ------------------------------------------------------------
-
-    onSearchInput(ev) {
-        this.state.searchTerm = ev.target.value;
-    }
-
-    onSearchKey(ev) {
-        if (ev.key === "Enter") {
-            this.loadData();
-        }
-    }
-
-    onSearchClear() {
-        this.state.searchTerm = "";
-        this.loadData();
-    }
-
-    onRefresh() {
-        this.loadData();
-    }
-
-    // ----- Card actions ------------------------------------------------------
-
-    onCardClick(card) {
-        if (!card.id) {
-            return;
-        }
-        // Try opening the work order form if MRP is available, otherwise
-        // fall back to bake window or first-piece gate
-        const model = card.source_model || "mrp.workorder";
-        this.action.doAction({
-            type: "ir.actions.act_window",
-            res_model: model,
-            res_id: card.id,
-            views: [[false, "form"]],
-            target: "current",
-        });
-    }
-
-    // ----- Helpers -----------------------------------------------------------
-
-    getTagClass(tag) {
-        const lower = (tag || "").toLowerCase();
-        if (lower === "hot") {
-            return "o_fp_tag_hot";
-        }
-        if (lower === "priority" || lower === "high priority") {
-            return "o_fp_tag_priority";
-        }
-        if (lower.includes("attention") || lower.includes("special")) {
-            return "o_fp_tag_attention";
-        }
-        return "o_fp_tag_default";
-    }
-
-    getStateClass(state) {
-        switch (state) {
-            case "progress":
-                return "o_fp_card_progress";
-            case "ready":
-                return "o_fp_card_ready";
-            case "done":
-                return "o_fp_card_done";
-            case "pending":
-                return "o_fp_card_pending";
-            default:
-                return "";
-        }
-    }
-}
-
-registry.category("actions").add("fp_plant_overview", PlantOverview);

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

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

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

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

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

@@ -1,416 +0,0 @@
-// =============================================================================
-// Fusion Plating — Plant Overview Dashboard
-// Copyright 2026 Nexa Systems Inc.
-// License OPL-1 (Odoo Proprietary License v1.0)
-//
-// THEME AWARENESS
-// ---------------
-// All colours come from CSS custom properties (Bootstrap / Odoo tokens) so
-// the dashboard renders correctly in BOTH light and dark mode.
-//
-//   background:  var(--bs-body-bg)
-//   surface:     var(--o-view-background-color)
-//   foreground:  var(--bs-body-color)
-//   muted text:  var(--bs-secondary-color)
-//   border:      var(--bs-border-color)
-//   primary:     var(--o-action)
-// =============================================================================
-
-.o_fp_plant_overview {
-    display: flex;
-    flex-direction: column;
-    height: 100%;
-    min-height: 0;
-    background: var(--o-view-background-color, var(--bs-body-bg));
-    padding: 0;
-}
-
-// ---- Header -----------------------------------------------------------------
-
-.o_fp_po_header {
-    display: flex;
-    align-items: center;
-    justify-content: space-between;
-    flex-wrap: wrap;
-    gap: 12px;
-    padding: 16px 20px;
-    background: var(--bs-body-bg);
-    border-bottom: 1px solid var(--bs-border-color);
-    box-shadow: 0 1px 3px color-mix(in srgb, var(--bs-body-color) 6%, transparent);
-
-    .o_fp_po_header_left {
-        display: flex;
-        align-items: center;
-    }
-
-    .o_fp_po_title {
-        margin: 0;
-        font-size: 1.3rem;
-        font-weight: 700;
-        color: var(--bs-body-color);
-    }
-
-    .o_fp_po_refresh_ts {
-        font-size: 0.8rem;
-    }
-
-    .o_fp_po_header_right {
-        display: flex;
-        align-items: center;
-        gap: 10px;
-    }
-}
-
-// ---- Search -----------------------------------------------------------------
-
-.o_fp_po_search_box {
-    position: relative;
-    display: flex;
-    align-items: center;
-
-    .o_fp_po_search_icon {
-        position: absolute;
-        left: 10px;
-        color: var(--bs-secondary-color);
-        pointer-events: none;
-    }
-
-    .o_fp_po_search_input {
-        padding: 6px 32px 6px 32px;
-        border: 1px solid var(--bs-border-color);
-        border-radius: 6px;
-        font-size: 0.875rem;
-        width: 260px;
-        outline: none;
-        transition: border-color 0.15s;
-        background-color: var(--bs-body-bg);
-        color: var(--bs-body-color);
-
-        &:focus {
-            border-color: var(--o-action);
-            box-shadow: 0 0 0 0.2rem color-mix(in srgb, var(--o-action) 15%, transparent);
-        }
-    }
-
-    .o_fp_po_search_clear {
-        position: absolute;
-        right: 6px;
-        background: none;
-        border: none;
-        color: var(--bs-secondary-color);
-        cursor: pointer;
-        padding: 2px 6px;
-
-        &:hover {
-            color: var(--bs-body-color);
-        }
-    }
-}
-
-.o_fp_po_refresh_btn {
-    width: 36px;
-    height: 36px;
-    padding: 0;
-    display: flex;
-    align-items: center;
-    justify-content: center;
-    border-radius: 6px;
-}
-
-// ---- Columns container ------------------------------------------------------
-
-.o_fp_po_columns {
-    display: flex;
-    gap: 12px;
-    padding: 16px 20px;
-    overflow-x: auto;
-    flex: 1;
-    min-height: 0;
-    align-items: flex-start;
-}
-
-// ---- Single column (work centre) --------------------------------------------
-
-.o_fp_po_column {
-    flex: 0 0 280px;
-    min-width: 260px;
-    max-width: 320px;
-    display: flex;
-    flex-direction: column;
-    background: var(--bs-body-bg);
-    border-radius: 10px;
-    box-shadow: 0 1px 4px color-mix(in srgb, var(--bs-body-color) 8%, transparent);
-    max-height: calc(100vh - 140px);
-}
-
-.o_fp_po_col_header {
-    display: flex;
-    align-items: center;
-    justify-content: space-between;
-    padding: 12px 14px;
-    border-bottom: 2px solid var(--bs-border-color);
-    background: var(--bs-tertiary-bg);
-    border-radius: 10px 10px 0 0;
-
-    .o_fp_po_col_name {
-        font-weight: 700;
-        font-size: 0.9rem;
-        color: var(--bs-body-color);
-        text-transform: uppercase;
-        letter-spacing: 0.3px;
-    }
-
-    .o_fp_po_col_count {
-        background: var(--bs-secondary-bg);
-        color: var(--bs-body-color);
-        font-size: 0.75rem;
-        min-width: 24px;
-        text-align: center;
-    }
-}
-
-.o_fp_po_col_body {
-    overflow-y: auto;
-    padding: 8px;
-    flex: 1;
-}
-
-// ---- Card -------------------------------------------------------------------
-
-.o_fp_po_card {
-    background: var(--bs-body-bg);
-    border: 1px solid var(--bs-border-color);
-    border-radius: 8px;
-    padding: 10px 12px;
-    margin-bottom: 8px;
-    cursor: pointer;
-    transition: box-shadow 0.15s, transform 0.1s;
-
-    &:hover {
-        box-shadow: 0 2px 8px color-mix(in srgb, var(--bs-body-color) 12%, transparent);
-        transform: translateY(-1px);
-    }
-
-    &:last-child {
-        margin-bottom: 0;
-    }
-
-    // State variants
-    &.o_fp_card_progress {
-        border-left: 4px solid var(--bs-warning);
-    }
-    &.o_fp_card_ready {
-        border-left: 4px solid var(--bs-primary);
-    }
-    &.o_fp_card_done {
-        border-left: 4px solid var(--bs-success);
-        opacity: 0.75;
-    }
-    &.o_fp_card_pending {
-        border-left: 4px solid var(--bs-warning);
-    }
-}
-
-// ---- Card top row (image + title + step badge) --------------------------------
-
-.o_fp_po_card_top {
-    display: flex;
-    align-items: center;
-    gap: 8px;
-    margin-bottom: 4px;
-}
-
-.o_fp_po_card_img {
-    width: 32px;
-    height: 32px;
-    border-radius: 4px;
-    object-fit: cover;
-    flex-shrink: 0;
-}
-
-.o_fp_po_card_img_placeholder {
-    width: 32px;
-    height: 32px;
-    border-radius: 4px;
-    background: var(--bs-tertiary-bg);
-    display: flex;
-    align-items: center;
-    justify-content: center;
-    flex-shrink: 0;
-    color: var(--bs-secondary-color);
-    font-size: 14px;
-}
-
-.o_fp_po_card_title {
-    flex: 1;
-    min-width: 0;
-    font-size: 0.9rem;
-    color: var(--bs-body-color);
-    overflow: hidden;
-    text-overflow: ellipsis;
-    white-space: nowrap;
-}
-
-.o_fp_po_card_step_badge {
-    width: 24px;
-    height: 24px;
-    border-radius: 50%;
-    background: var(--bs-info);
-    color: #fff;
-    font-size: 0.7rem;
-    font-weight: bold;
-    display: flex;
-    align-items: center;
-    justify-content: center;
-    flex-shrink: 0;
-}
-
-// ---- Priority card borders ---------------------------------------------------
-
-.o_fp_po_card_hot {
-    border-left: 4px solid var(--bs-danger) !important;
-    background: color-mix(in srgb, var(--bs-danger) 8%, var(--bs-body-bg));
-}
-
-.o_fp_po_card_urgent {
-    border-left: 4px solid var(--bs-warning) !important;
-    background: color-mix(in srgb, var(--bs-warning) 8%, var(--bs-body-bg));
-}
-
-// ---- Product name and step display -------------------------------------------
-
-.o_fp_po_card_product {
-    margin-bottom: 4px;
-}
-
-.o_fp_po_card_step {
-    margin-bottom: 4px;
-}
-
-.o_fp_po_card_customer {
-    font-size: 0.9rem;
-    margin-bottom: 2px;
-    color: var(--bs-body-color);
-}
-
-.o_fp_po_card_refs {
-    font-size: 0.8rem;
-    color: var(--bs-secondary-color);
-    margin-bottom: 6px;
-}
-
-// ---- Parts progress bar -----------------------------------------------------
-
-.o_fp_po_card_parts {
-    margin-bottom: 6px;
-}
-
-.o_fp_po_parts_bar {
-    height: 6px;
-    background: var(--bs-tertiary-bg);
-    border-radius: 3px;
-    overflow: hidden;
-    margin-bottom: 2px;
-}
-
-.o_fp_po_parts_fill {
-    height: 100%;
-    background: var(--bs-warning);
-    border-radius: 3px;
-    transition: width 0.3s ease;
-}
-
-.o_fp_po_parts_label {
-    font-size: 0.75rem;
-    color: var(--bs-secondary-color);
-}
-
-.o_fp_po_card_last {
-    font-size: 0.75rem;
-    margin-bottom: 6px;
-}
-
-// ---- Tags + date footer -----------------------------------------------------
-
-.o_fp_po_card_footer {
-    display: flex;
-    align-items: center;
-    justify-content: space-between;
-    gap: 6px;
-    flex-wrap: wrap;
-}
-
-.o_fp_po_card_tags {
-    display: flex;
-    flex-wrap: wrap;
-    gap: 4px;
-}
-
-.o_fp_po_tag {
-    display: inline-block;
-    font-size: 0.65rem;
-    font-weight: 700;
-    text-transform: uppercase;
-    letter-spacing: 0.4px;
-    padding: 2px 6px;
-    border-radius: 4px;
-    line-height: 1.4;
-
-    &.o_fp_tag_hot {
-        background: var(--bs-danger);
-        color: #fff;
-    }
-    &.o_fp_tag_priority {
-        background: var(--bs-success);
-        color: #fff;
-    }
-    &.o_fp_tag_attention {
-        background: var(--bs-warning);
-        color: var(--bs-body-color);
-    }
-    &.o_fp_tag_default {
-        background: var(--bs-tertiary-bg);
-        color: var(--bs-secondary-color);
-    }
-}
-
-.o_fp_po_card_date {
-    font-size: 0.75rem;
-    font-weight: 600;
-    color: var(--bs-secondary-color);
-    background: var(--bs-tertiary-bg);
-    padding: 1px 6px;
-    border-radius: 4px;
-    white-space: nowrap;
-}
-
-// ---- Empty / no-cards -------------------------------------------------------
-
-.o_fp_po_no_cards {
-    font-size: 0.85rem;
-}
-
-// ---- Responsive -------------------------------------------------------------
-
-@media (max-width: 768px) {
-    .o_fp_po_columns {
-        flex-direction: column;
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-
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-        min-width: 100%;
-        max-width: 100%;
-        max-height: none;
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-    .o_fp_po_search_input {
-        width: 180px !important;
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-
-    .o_fp_po_header {
-        padding: 12px;
-    }
-}

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

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

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

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

fusion_claims/data/ir_cron_data.xml

@@ -168,5 +168,26 @@
             <field name="nextcall" eval="DateTime.now().replace(hour=3, minute=0, second=0)"/>
         </record>
 
+        <!-- Cron Job: ADP Hold Expiry Reminders (2026-04).
+             For each on-hold ADP case:
+               - Sends monthly reminder to the CLIENT (authorizer excluded per
+                 2026-04 authorizer email policy). Cadence:
+                 fusion_claims.adp_hold_reminder_interval_days (default 30).
+               - Sends ONE final warning to client + authorizer when funding
+                 expires within fusion_claims.adp_hold_final_warning_days_before_expiry
+                 (default 30 days before expiry).
+               - Silently skips cases where the client has no email on file.
+             Flags reset automatically when the case resumes from hold. -->
+        <record id="ir_cron_adp_hold_expiry_reminders" model="ir.cron">
+            <field name="name">Fusion Claims: ADP Hold Expiry Reminders</field>
+            <field name="model_id" ref="sale.model_sale_order"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_adp_hold_expiry_reminders()</field>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="active">True</field>
+            <field name="nextcall" eval="DateTime.now().replace(hour=9, minute=30, second=0)"/>
+        </record>
+
     </data>
 </odoo>

fusion_claims/report/invoice_report_landscape.xml

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

fusion_claims/report/invoice_report_portrait.xml

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

fusion_claims/report/report_accessibility_contract.xml

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

fusion_claims/report/report_approved_items.xml

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

fusion_claims/report/report_grab_bar_waiver.xml

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

fusion_claims/report/report_mod_invoice.xml

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

fusion_claims/report/report_mod_quotation.xml

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

fusion_claims/report/report_proof_of_delivery.xml

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

fusion_claims/report/report_proof_of_delivery_standard.xml

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

fusion_claims/report/report_proof_of_pickup.xml

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

fusion_claims/report/report_templates.xml

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

fusion_claims/report/sale_report_landscape.xml

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

fusion_claims/report/sale_report_portrait.xml

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

fusion_claims/views/sale_order_views.xml

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

fusion_plating/CLAUDE.md

@@ -0,0 +1,345 @@
+# Fusion Plating — Claude Code Instructions
+
+## Project
+Fusion Plating is a multi-module Odoo 19 ERP for electroless nickel plating and metal finishing shops. Built by Nexa Systems for EN Technologies (the client). Replaces Steelhead Software.
+
+## Module Structure (30 modules)
+```
+fusion_plating/                     — Core: facilities, process types, tanks, baths, chemistry, recipes
+fusion_plating_batch/               — Rack/barrel batch tracking (FpBatch, FpBatchChemistry)
+fusion_plating_kpi/                 — KPI definitions, daily auto-compute, dashboard views
+fusion_plating_configurator/        — Quotation configurator, pricing engine, part catalog, 3D viewer
+fusion_plating_receiving/           — Parts receiving, inspection, damage logging
+fusion_plating_invoicing/           — Invoice strategies (deposit/progress/net/COD), account holds
+fusion_plating_certificates/        — Certificate registry (CoC, thickness reports), Fischerscope data
+fusion_plating_notifications/       — Auto-email engine, notification templates, audit log
+fusion_plating_shopfloor/           — Tablet UI, plant overview kanban, process tree visualization
+fusion_plating_portal/              — Customer portal + self-service configurator wizard
+fusion_plating_reports/             — PDF reports (WO margin, discharge sample, CoC, etc.)
+fusion_plating_compliance/          — Compliance framework, jurisdictions
+fusion_plating_compliance_on/       — Ontario compliance reference data (data-only, no menus)
+fusion_plating_compliance_tor/      — Toronto bylaw discharge limits (data-only, no menus)
+fusion_plating_aerospace/           — AS9100 / Nadcap
+fusion_plating_nuclear/             — CSA N299 / CNSC
+fusion_plating_cgp/                 — Controlled Goods Program
+fusion_plating_safety/              — SDS, WHMIS, JHSC
+fusion_plating_quality/             — QMS (NCR, CAPA, calibration)
+fusion_plating_logistics/           — Pickup & delivery, chain of custody
+fusion_plating_culture/             — Values / fundamentals
+fusion_plating_bridge_mrp/          — MRP integration (recipe→WO, portal job, work order priorities)
+fusion_plating_bridge_sign/         — Digital signatures
+fusion_plating_bridge_quality/      — Quality bridge
+fusion_plating_bridge_documents/    — Odoo Documents integration (NCR, CAPA, FAIR, Doc Control)
+fusion_plating_process_en/          — Electroless nickel process pack
+fusion_plating_process_chrome/      — Chrome process pack
+fusion_plating_process_anodize/     — Anodizing process pack
+fusion_plating_process_black_oxide/ — Black oxide process pack
+fusion_tasks/                       — Local delivery dispatch (GPS, maps, driver scheduling)
+```
+
+## Menu Structure (Plating App)
+The Plating app (`menu_fp_root`, seq 46) has these top-level menus:
+
+| Seq | Menu | Module | Children |
+|-----|------|--------|----------|
+| 3 | KPIs | fusion_plating_kpi | KPIs, KPI History, Production/Quality/Finance dashboards |
+| 5 | Sales | fusion_plating_configurator + portal | Quotations, Sale Orders, Customers, Part Catalog, Quote Requests, Portal Jobs |
+| 8 | Configurator | fusion_plating_configurator | New Quote, Coating Configs, Pricing Rules, Treatments |
+| 12 | Shop Floor | fusion_plating_shopfloor | Plant Overview, Tablet Station, Bake Windows, First-Piece Gates |
+| 15 | Receiving | fusion_plating_receiving | All Receiving, Pending Inspection, Discrepancies |
+| 18 | Operations | fusion_plating (core) | Process Recipes, Production Priorities (bridge_mrp), Batches (batch), Baths, Chemistry Logs, Tanks |
+| 25 | Certificates | fusion_plating_certificates | All, CoC, Thickness Reports |
+| 30 | Quality | fusion_plating_quality | Holds, NCRs, CAPAs, FAIR, Audits, Doc Control |
+| 40 | Compliance | fusion_plating_compliance | Permits, Discharge, Waste, Calendar, Spills, Config |
+| 45 | Safety | fusion_plating_safety | SDS, Training, Exposure, JHSC, Incidents, PPE |
+| 50 | Logistics | fusion_plating_logistics + fusion_tasks | Pickups, Deliveries, Routes, CoC, POD, Field Tasks, Task Map, Task Calendar |
+| 60 | Aerospace | fusion_plating_aerospace | AS9100, Nadcap, Counterfeit, Config Items, Risk |
+| 65 | Nuclear | fusion_plating_nuclear | Program, ITP, 10CFR21, Pedigree, CNSC |
+| 70 | CGP | fusion_plating_cgp | Registration, AI, PSA, Visitors, Goods, Shipments, Security, Access Log |
+| 80 | Culture | fusion_plating_culture | Values, Recognitions |
+| 90 | Configuration | fusion_plating (core) + many | Facilities, Work Centres, Process Categories/Types, Bath Params, Stations, Ovens, Invoice Strategy, Account Holds, Training Types, Chemicals, Notification Templates/Log, Calibration, Specs, AVL, Value Sets/Rotations, N299 Levels, Vehicles |
+
+**Field Service** (`fusion_tasks`) also has its own standalone root app (seq 45) with Map View, Tasks, Calendar, Configuration. The same task actions are also accessible under Plating > Logistics.
+
+**Key rule**: Sales menu is unified in `fusion_plating_configurator`. Portal module adds Quote Requests + Portal Jobs as children (referencing `fusion_plating_configurator.menu_fp_sales`). Do NOT create a separate Sales menu in portal.
+
+## Critical Rules — Odoo 19
+1. **NEVER code from memory** — Read reference files from the server first.
+2. **Backend OWL**: `static template`, `static props = ["*"]`, standalone `rpc()` from `@web/core/network/rpc`. NOT `useService("rpc")`.
+3. **HTTP routes**: `type="jsonrpc"` — NOT `type="json"` (deprecated in Odoo 19).
+4. **Search views**: NO `group expand="0"`, NO `string` attribute on `<search>`, NO `<group string="...">` wrapper for group-by filters. Use bare `<group>` for group-by.
+5. **res.config.settings**: Only boolean/integer/float/char/selection/many2one/datetime. NO Date fields.
+6. **res.groups**: Use `privilege_id` (NOT `category_id`). `user_ids` is OK but the deprecated `users` alias is NOT. Always include `sequence` field.
+7. **Field params**: `parent_path` does NOT accept `unaccent` parameter in Odoo 19.
+8. **SCSS borders**: Use `$border-color` (SCSS variable) for card borders, NOT `color-mix()` in border shorthand — the SCSS compiler drops it. `color-mix()` works fine in `background-color`, `box-shadow`, etc.
+9. **Theme awareness**: All colours must use CSS custom properties (`var(--bs-body-bg)`, `var(--bs-body-color)`, `var(--bs-border-color)`, `var(--bs-secondary-color)`, `var(--o-action)`). NO hardcoded hex. See `fusion_plating_shopfloor.scss` as the gold standard.
+10. **XML comments**: No double-hyphens (`--`) inside `<!-- -->` comments — invalid XML, causes lxml parse error.
+11. **XML data ordering**: Window actions must be defined BEFORE `<menuitem>` elements that reference them in the same file.
+12. **Module install on new modules**: Use `--update=base` alongside `-i MODULE` to ensure Odoo rescans the addons path and finds the new module directory.
+13. **Implied group cascade**: `implied_ids` on `res.groups` does NOT reliably propagate to users on module install. Always include `user_ids` to explicitly assign admin, or fix via SQL post-install.
+
+## Naming
+- **New custom models** (post-2026-04): `fp.*` prefix (e.g. `fp.part.catalog`, `fp.certificate`)
+- **Existing custom models**: Keep `fusion.plating.*` (e.g. `fusion.plating.portal.job`, `fusion.plating.delivery`)
+- **New fields on standard Odoo models**: `x_fc_*` prefix
+- **Legacy fields**: `x_studio_*`
+- Canadian English for all user-facing text
+- SCSS class prefix: `o_fp_*` (shopfloor: `o_fp_po_*`, `o_fp_pt_*`; recipes: `o_fp_recipe_*`)
+- Monetary fields: always pair with `currency_id` field on the same model
+
+## Process Recipe System (NEW — v19.0.2.x)
+**Model**: `fusion.plating.process.node` (in `fusion_plating` core)
+- Hierarchical tree with `_parent_store = True`
+- Node types: `recipe`, `sub_process`, `operation`, `step`
+- Companion model: `fusion.plating.process.node.input` (operator inputs)
+- `icon` is a Selection field (24 curated plating icons), NOT a Char
+- Auto-icon: JS `guessIcon(name)` maps keywords → icons when adding nodes
+- OWL tree editor: registered as `fp_recipe_tree_editor` client action
+- Controller: `fusion_plating/controllers/recipe_controller.py` (7 endpoints)
+- SCSS: `fusion_plating/static/src/scss/recipe_tree_editor.scss`
+
+### Recipe Endpoints
+```
+POST /fp/recipe/tree              — full nested tree for OWL editor
+POST /fp/recipe/node/create       — add child node
+POST /fp/recipe/node/write        — update fields
+POST /fp/recipe/node/unlink       — delete + cascade
+POST /fp/recipe/node/reorder      — bulk sequence update
+POST /fp/recipe/node/move         — change parent_id
+POST /fp/recipe/duplicate         — deep-copy recipe
+```
+
+### Steelhead Features Status
+| Feature | Status |
+|---------|--------|
+| Hierarchical process tree | Done |
+| Node types (recipe/sub/op/step) | Done |
+| Auto-complete flag | Done |
+| Customer visible flag | Done |
+| Manual/automated flag | Done |
+| Requires sign-off | Done |
+| Opt In/Out (disabled/opt-in/opt-out) | Done |
+| Icon picker | Done |
+| Time tracking (created/updated with seconds) | Done |
+| Operator inputs | Done |
+| Description (rich text) | Done |
+| File attachments (via mail.thread) | Done |
+| OWL tree editor with drag-drop | Done |
+| Tags | Not yet |
+| Dashboard Transitions | Not yet |
+| Treatment Groups / Choices | Not yet |
+| Go To Node Options | Not yet |
+| Spec Fields | Not yet |
+
+### Client Recipes Created
+- `ENP-ALUM-BASIC` — Electroless Nickel Plating Aluminium Basic (9 operations, 15 steps). Data file: `fusion_plating/data/fp_recipe_enp_alum_basic.xml`
+
+## Plant Overview Dashboard
+- OWL client action: `fp_plant_overview` in `fusion_plating_shopfloor`
+- Kanban columns = work centres, cards = active `mrp.workorder` records
+- Drag & drop between columns (writes `workcenter_id` on the work order)
+- Endpoint: `POST /fp/shopfloor/plant_overview`
+- Move endpoint: `POST /fp/shopfloor/plant_overview/move_card`
+- Auto-refreshes every 30s
+
+## Deployment
+
+### odoo-entech (LXC 111 on pve-worker5)
+- **Type**: Native Odoo (apt package, NOT Docker)
+- **IP**: 10.200.1.26
+- **DB**: `admin` (PostgreSQL local, user `odoo`)
+- **Config**: `/etc/odoo/odoo.conf`
+- **Addons**: `/mnt/extra-addons/custom/` (fusion_plating modules live here)
+- **Service**: `systemctl {start|stop|restart} odoo`
+- **Update command**:
+  ```bash
+  ssh pve-worker5 "pct exec 111 -- bash -c 'systemctl stop odoo && su - odoo -s /bin/bash -c \"/usr/bin/odoo -c /etc/odoo/odoo.conf -d admin -u MODULE_NAME --stop-after-init\" && systemctl start odoo'"
+  ```
+- **Copy files**: `cat LOCAL_FILE | ssh pve-worker5 "pct exec 111 -- bash -c 'cat > /mnt/extra-addons/custom/REMOTE_PATH'"`
+- **IMPORTANT**: Must pass `-c /etc/odoo/odoo.conf` or Odoo won't find the repackaged enterprise addons
+
+### odoo-trial (VM 316 on pve-worker1)
+- **Type**: Docker (container `odoo-trial-app`, db `odoo-trial-db`)
+- **DB**: `trial` (user `odoo`)
+- **Host addons path**: `/opt/odoo/custom-addons/` → mounts as `/mnt/extra-addons/` in Docker
+- **Docker network**: `odoo_odoo-network`
+- **Copy files** (base64 pipe through qm guest exec):
+  ```bash
+  B64=$(base64 -w0 "LOCAL_FILE")
+  ssh pve-worker1 "qm guest exec 316 -- bash -c 'echo $B64 | base64 -d > /opt/odoo/custom-addons/REMOTE_PATH'"
+  ```
+- **Clear asset cache** (required after SCSS/JS changes):
+  ```bash
+  ssh pve-worker1 "qm guest exec 316 -- bash -c \"docker exec odoo-trial-db psql -U odoo -d trial -c \\\"DELETE FROM ir_attachment WHERE url LIKE '%/web/assets/%';\\\"\""
+  ```
+- **Update command**:
+  ```bash
+  ssh pve-worker1 "qm guest exec 316 -- bash -c 'docker stop odoo-trial-app && docker run --rm --network odoo_odoo-network -v odoo_odoo-data:/var/lib/odoo -v /opt/odoo/custom-addons:/mnt/extra-addons -v /opt/odoo/enterprise-addons:/mnt/enterprise-addons -v /opt/odoo/odoo.conf:/etc/odoo/odoo.conf odoo:19 odoo -d trial -u MODULE_NAME --stop-after-init && docker start odoo-trial-app'"
+  ```
+
+### Git Push
+```bash
+cd K:/Github/Odoo-Modules/fusion-plating && git push origin main
+```
+Pushes to both GitHub and Gitea (nexasystems.ca) via multiple remotes.
+
+## Supabase Knowledge Base
+Project: `nexasystems` (id: `ikvdlqkbqsitabxidvnq`)
+- `fusionapps.decisions` — past architecture decisions
+- `fusionapps.issues` — known issues and fixes
+- `fusionapps.code_snippets` — reference code
+- `fusionapps.quick_commands` — deployment and admin commands
+- `fusionapps.vm_registry` — VM inventory
+- `fusionapps.proxmox_nodes` — cluster node specs
+
+## End-to-End Business Workflow
+
+### Full Lifecycle (What Exists Today)
+
+```
+┌─ QUOTATION ──────────────────────────────────────────────────────┐
+│ 1. Customer submits RFQ on portal                     [DONE]     │
+│    → FpQuoteRequest (state: new → under_review → quoted)         │
+│    → Model: fusion_plating_portal/models/fp_quote_request.py     │
+│                                                                   │
+│ 2. Customer accepts → "Create Sale Order" button       [DONE]    │
+│    → action_create_sale_order() creates SO with lines            │
+│    → Links SO origin back to RFQ ref                             │
+│                                                                   │
+│ 3. SO confirmed → MRP creates Manufacturing Order      [DONE]    │
+│    → Standard Odoo sale_mrp flow                                 │
+└──────────────────────────────────────────────────────────────────┘
+
+┌─ MANUFACTURING ──────────────────────────────────────────────────┐
+│ 4. MO confirmed → Portal Job auto-created              [DONE]    │
+│    → MrpProduction.action_confirm() override                     │
+│    → Creates FpPortalJob (state: in_progress)                    │
+│    → Links via x_fc_portal_job_id                                │
+│                                                                   │
+│ 5. Planner assigns recipe + configures steps           [DONE]    │
+│    → x_fc_recipe_id set on MO                                    │
+│    → Opens fp.recipe.config.wizard for opt-in/out                │
+│    → Creates fusion.plating.job.node.override records            │
+│                                                                   │
+│ 6. Work orders generated from recipe                 [DONE]      │
+│    → _generate_workorders_from_recipe() in bridge_mrp            │
+│    → One WO per operation node, steps become WO instructions     │
+│    → Respects opt-in/out overrides from job.node.override        │
+│                                                                   │
+│ 7. Operators execute WOs on shopfloor                  [DONE]    │
+│    → Plant Overview kanban (drag between work centres)           │
+│    → Batch chemistry tracking (FpBatch + FpBatchChemistry)       │
+│    → Quality holds (FpQualityHold → FpNcr → FpCapa)             │
+│                                                                   │
+│ 8. MO marked done → Portal job ready_to_ship           [DONE]    │
+│    → MrpProduction.button_mark_done() override                   │
+│    → Auto-creates FpDelivery (draft)                             │
+└──────────────────────────────────────────────────────────────────┘
+
+┌─ SHIPPING & INVOICING ───────────────────────────────────────────┐
+│ 9. CoC report generated                                [DONE]    │
+│    → report_coc.xml (PDF with job info, certification, sig)      │
+│    → Attached to delivery + portal job                           │
+│                                                                   │
+│ 10. Delivery scheduled & executed                      [DONE]    │
+│     → FpDelivery: draft → scheduled → en_route → delivered       │
+│     → Chain of custody auto-logged (FpChainOfCustody)            │
+│     → Proof of delivery captured (FpProofOfDelivery)             │
+│     → Routes with stops (FpRoute + FpRouteStop)                  │
+│                                                                   │
+│ 11. Delivery marked → Portal job shipped               [DONE]    │
+│     → FpDelivery.action_mark_delivered() override                │
+│     → Sets actual_ship_date + tracking_ref on portal job         │
+│                                                                   │
+│ 12. Account hold check before invoicing              [DONE]      │
+│     → x_fc_account_hold on res.partner (fusion_plating_invoicing)│
+│     → Blocks SO confirm, invoice post, shipping for non-managers │
+│                                                                   │
+│ 13. Invoice posted → Portal job complete               [DONE]    │
+│     → AccountMove.action_post() override                         │
+│     → Sets invoice_ref on portal job, state → complete           │
+│                                                                   │
+│ 14. Auto-email with CoC + Invoice + Tracking         [DONE]      │
+│     → fusion_plating_notifications module                        │
+│     → fp.notification.template (configurable per trigger event)  │
+│     → fp.notification.log (audit trail)                          │
+└──────────────────────────────────────────────────────────────────┘
+
+┌─ CUSTOMER PORTAL ────────────────────────────────────────────────┐
+│ 15. Customer sees on portal                            [DONE]    │
+│     → Job progress bar (received → complete)                     │
+│     → CoC download, invoice access, tracking ref                 │
+│     → Quote request history                                      │
+└──────────────────────────────────────────────────────────────────┘
+```
+
+### Per-Job Recipe Overrides (v19.0.2.0.0 bridge_mrp)
+- `x_fc_recipe_id` on `mrp.production` → links MO to recipe
+- `fusion.plating.job.node.override` → per-job opt-in/out decisions
+- `fp.recipe.config.wizard` → checklist wizard for planner
+- "Overrides" stat button on MO form
+- Located in `fusion_plating_bridge_mrp`
+
+### All Gaps Resolved (2026-04-12/13)
+
+| Gap | Resolution | Module |
+|-----|-----------|--------|
+| **Recipe → Work Orders** | `_generate_workorders_from_recipe()` — one WO per operation, steps become instructions | `fusion_plating_bridge_mrp` v2.1.0 |
+| **Account Hold Check** | `x_fc_account_hold` on res.partner, blocks SO/invoice/shipping for non-managers | `fusion_plating_invoicing` |
+| **Auto-Email Package** | `fp.notification.template` + `fp.notification.log` with hooks on SO confirm, receiving, invoice | `fusion_plating_notifications` |
+| **Quotation Configurator** | Part catalog, coating configs, pricing engine, 3D STL viewer, portal wizard | `fusion_plating_configurator` |
+| **Parts Receiving** | Receiving records, inspection, damage logging, SO auto-create, MRP soft gate | `fusion_plating_receiving` |
+| **Certificate Registry** | Unified fp.certificate with thickness readings, CoC/thickness/Nadcap types | `fusion_plating_certificates` |
+| **Local Delivery** | Forked fusion_tasks with GPS/maps, stripped of claims/sync, delivery-specific fields | `fusion_tasks` |
+
+### Architectural Decisions Made
+1. **Recipe → WO**: One WO per `operation` node, child `step` nodes become numbered instructions in WO description
+2. **Account hold**: Manual flag on `res.partner` (auto from aging is roadmap)
+3. **Email triggers**: SO confirmed, parts received, invoice posted (configurable per trigger)
+4. **Configurator**: Custom build with formula-based pricing, estimator override, portal self-service wizard
+5. **Model naming**: New models use `fp.*` prefix, existing keep `fusion.plating.*`
+6. **Security groups**: Role-based (Estimator, Receiving, Accounting, Shop Manager) layered on existing privilege hierarchy (Operator→Supervisor→Manager→Admin)
+
+### Key Models Quick Reference
+
+| Model | Module | Purpose |
+|-------|--------|---------|
+| `fusion.plating.process.node` | `fusion_plating` | Recipe tree (template) |
+| `fusion.plating.process.node.input` | `fusion_plating` | Operator input definitions |
+| `fusion.plating.job.node.override` | `fusion_plating_bridge_mrp` | Per-job opt-in/out |
+| `fp.part.catalog` | `fusion_plating_configurator` | Customer part library (geometry, material) |
+| `fp.coating.config` | `fusion_plating_configurator` | Coating configuration templates |
+| `fp.treatment` | `fusion_plating_configurator` | Pre/post treatment steps |
+| `fp.pricing.rule` | `fusion_plating_configurator` | Formula-based pricing engine |
+| `fp.pricing.complexity.surcharge` | `fusion_plating_configurator` | Complexity surcharge lines |
+| `fp.quote.configurator` | `fusion_plating_configurator` | Configurator session + price calc |
+| `fp.receiving` | `fusion_plating_receiving` | Parts receiving record |
+| `fp.receiving.line` | `fusion_plating_receiving` | Per-part receiving detail |
+| `fp.receiving.damage` | `fusion_plating_receiving` | Damage log entry |
+| `fp.invoice.strategy.default` | `fusion_plating_invoicing` | Customer-level invoice strategy |
+| `fp.certificate` | `fusion_plating_certificates` | Certificate registry (CoC, thickness, etc.) |
+| `fp.thickness.reading` | `fusion_plating_certificates` | Fischerscope measurement data |
+| `fp.notification.template` | `fusion_plating_notifications` | Configurable email notification |
+| `fp.notification.log` | `fusion_plating_notifications` | Email audit trail |
+| `fusion.plating.quote.request` | `fusion_plating_portal` | Customer RFQ |
+| `fusion.plating.portal.job` | `fusion_plating_portal` | Portal-facing job tracker |
+| `fusion.plating.customer.spec` | `fusion_plating_quality` | Spec library |
+| `fusion.plating.quality.hold` | `fusion_plating_quality` | Parts on hold |
+| `fusion.plating.ncr` | `fusion_plating_quality` | Non-conformance reports |
+| `fusion.plating.capa` | `fusion_plating_quality` | Corrective actions |
+| `fusion.plating.batch` | `fusion_plating_batch` | Rack/barrel batch tracking |
+| `fusion.plating.kpi` | `fusion_plating_kpi` | KPI definition (OTD, yield, throughput, etc.) |
+| `fusion.plating.kpi.value` | `fusion_plating_kpi` | KPI daily value (auto-computed or manual) |
+| `fusion.plating.delivery` | `fusion_plating_logistics` | Delivery with chain of custody |
+| `fusion.plating.pickup.request` | `fusion_plating_logistics` | Customer pickup requests |
+| `fusion.plating.route` | `fusion_plating_logistics` | Driver routes with stops |
+| `fusion.technician.task` | `fusion_tasks` | Local delivery task (GPS, maps) |
+| `fusion.technician.location` | `fusion_tasks` | Driver GPS tracking |
+
+## Repackaged Enterprise Modules
+See `K:\Github\RePackaged-Odoo\CLAUDE.md` for full details. Key points:
+- Odoo 19 enterprise modules repackaged for community edition
+- All OEEL-1 licenses changed to LGPL-3
+- Phone-home/telemetry gutted
+- `web_enterprise` and `mail_enterprise` are installed on odoo-entech
+- Addons path includes: `_dependencies`, `accounting`, `inventory_manufacturing`, `hr`, `sales`, `ai`, `fusion_backend`, `custom`, `website`

fusion_plating/docs/superpowers/specs/2026-04-12-entech-plating-workflow-design.md

@@ -0,0 +1,854 @@
+# EN Tech Plating — End-to-End Workflow Design Spec
+
+**Date:** 2026-04-12
+**Author:** Nexa Systems (Claude-assisted)
+**Client:** EN Technologies (Electroless Nickel Technologies Inc.)
+**Status:** Approved for implementation planning
+
+---
+
+## 1. Overview
+
+Complete end-to-end ERP workflow for an electroless nickel plating shop, replacing Steelhead Software. The system covers customer inquiry through invoicing, with a quotation configurator, parts receiving/inspection, flexible invoicing strategies, automated email notifications, certificate management, and local delivery dispatch.
+
+### Model Naming Convention
+
+| Context | Convention | Example |
+|---------|-----------|---------|
+| New custom models (all new modules) | `fp.*` prefix | `fp.part.catalog`, `fp.certificate` |
+| Existing custom models (already in codebase) | Keep `fusion.plating.*` | `fusion.plating.portal.job`, `fusion.plating.delivery` |
+| New fields on standard Odoo models | `x_fc_*` prefix | `x_fc_po_number` on `sale.order` |
+| Legacy fields (from Studio era) | `x_studio_*` | Preserved, not renamed |
+
+The `fp.*` prefix is the new short-form convention for all models created in the new modules. Existing `fusion.plating.*` models are NOT renamed — they keep their current `_name`. All references in this spec use canonical `_name` values.
+
+### Architecture: Approach 2 — Dedicated Modules per Sub-System
+
+| Module | Purpose | Location |
+|--------|---------|----------|
+| `fusion_plating_configurator` | Quotation configurator, 3D viewer, pricing engine, part catalog | `fusion-plating/` |
+| `fusion_plating_receiving` | Parts receiving, inspection, damage logging, PO matching | `fusion-plating/` |
+| `fusion_plating_invoicing` | Invoice strategy engine (deposit/progress/net/COD), account holds | `fusion-plating/` |
+| `fusion_plating_notifications` | Auto-email engine, notification templates, audit log | `fusion-plating/` |
+| `fusion_plating_certificates` | Certificate registry (CoC, thickness, Nadcap, customer-specific) | `fusion-plating/` |
+| `fusion_tasks` | Local delivery dispatch (forked from Westin, stripped of claims) | `Entech Plating/` |
+
+Plus updates to existing modules:
+- `fusion_plating_bridge_mrp` — Recipe-to-WO generation (lightweight; gates live in their own modules)
+- `fusion_plating_portal` — Customer-facing configurator UI, 3D preview
+- `fusion_plating_reports` — CoC template updates, thickness report template
+- `fusion_plating_quality` — Thickness reading model for Fischerscope data
+
+---
+
+## 2. Sales Integration — Fusion Plating as Single Hub
+
+The Fusion Plating app becomes the single workspace. Users never leave it. Sale orders are managed with custom plating-specific views.
+
+### Menu Structure
+
+```
+Fusion Plating (app)
+├── Sales (default landing)
+│   ├── Quotations                        (sale.order, state=draft/sent)
+│   ├── Sale Orders                       (sale.order, state=sale)
+│   ├── Customers                         (res.partner, customer_rank > 0)
+│   └── Part Catalog                      (fp.part.catalog)
+├── Configurator
+│   ├── New Quote                         (fp.quote.configurator, persistent model)
+│   ├── Coating Configurations            (fp.coating.config)
+│   └── Pricing Rules                     (fp.pricing.rule)
+├── Manufacturing
+│   ├── Manufacturing Orders
+│   ├── Work Orders
+│   └── Plant Overview
+├── Receiving & Inspection
+├── Shipping & Delivery
+│   ├── Deliveries                        (fp.delivery)
+│   ├── Local Delivery Tasks              (fusion.delivery.task)
+│   └── Routes                            (fp.route)
+├── Certificates
+│   ├── All Certificates                  (fp.certificate)
+│   ├── Certificates of Conformance       (filtered: type=coc)
+│   └── Thickness Reports                 (filtered: type=thickness_report)
+├── Quality
+├── Portal Jobs
+├── Reports
+└── Configuration
+```
+
+### Sale Order Extensions (fields on `sale.order`)
+
+- `x_fc_configurator_id` — link back to configurator session
+- `x_fc_part_catalog_id` — customer part being ordered
+- `x_fc_coating_config_id` — coating configuration
+- `x_fc_po_number` — customer PO reference (Char)
+- `x_fc_po_attachment_id` — uploaded PO document
+- `x_fc_po_received` — Boolean
+- `x_fc_po_override` — Boolean (manager override — proceed without PO)
+- `x_fc_po_override_reason` — Text
+- `x_fc_invoice_strategy` — Selection (deposit, progress, net_terms, cod_prepay)
+- `x_fc_deposit_percent` — Float
+- `x_fc_rush_order` — Boolean
+- `x_fc_delivery_method` — Selection (local_delivery, shipping_partner, customer_pickup)
+- `x_fc_receiving_status` — Selection (not_received, partial, received, inspected) — computed
+- Smart buttons: Portal Job, Manufacturing Order, Delivery, Receiving, Invoices, Certificates
+
+### Custom Sale Order Views
+
+- **List**: Customer, PO#, Part, Coating, Qty, Total, Receiving Status, Job Status, Delivery Method
+- **Form**: inherits sale.order form, adds plating tabs (Part Details, Coating Config, Receiving, Job Tracking)
+- **Kanban**: cards grouped by stage (Draft → Quoted → PO Received → Parts Received → In Production → Shipped → Invoiced)
+
+### Permission-Based Visibility
+
+The existing codebase defines a 4-level privilege hierarchy in `fusion_plating/security/fp_security.xml`: Operator → Supervisor → Manager → Administrator. These new groups are **role-based** and work **alongside** (not replacing) the existing privilege levels. A user has both a privilege level (what they can do: read/write/create/delete) and one or more roles (what they can see: which menus appear).
+
+| Role Group | Menu Visibility | Required Privilege Level |
+|------------|----------------|------------------------|
+| `fp_group_estimator` | Sales, Configurator, Customers, Part Catalog | Supervisor+ |
+| `fp_group_shop_manager` | Everything (full menu) | Manager+ |
+| `fp_group_shop_floor` | Manufacturing, Work Orders, Plant Overview only | Operator+ |
+| `fp_group_receiving` | Receiving & Inspection, can view Sales (read-only) | Operator+ |
+| `fp_group_shipping` | Shipping & Delivery, can view Sales (read-only) | Operator+ |
+| `fp_group_quality` | Quality, can view Manufacturing | Supervisor+ |
+| `fp_group_accounting` | Sales (invoicing fields), Reports | Supervisor+ |
+
+Users are assigned to one or more role groups. The existing privilege hierarchy controls CRUD permissions; role groups control menu/view visibility. `fp_group_shop_manager` implies all other role groups (full access).
+
+Standard Odoo groups are still required for underlying model access (e.g. `sales_team.group_sale_salesman` for SO access).
+
+---
+
+## 3. `fusion_plating_configurator` — Quotation Configurator & Pricing Engine
+
+### Users
+
+- **Primary:** Internal estimator (full control, detailed configurator, price override)
+- **Secondary:** Portal customer (simplified self-service, estimated pricing, 3D preview, lead gen)
+
+### Core Models
+
+#### `fp.part.catalog` — Customer Part Library
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `partner_id` | Many2one res.partner | Customer (required) |
+| `name` | Char | Part name/description |
+| `part_number` | Char | Customer's part number |
+| `revision` | Char | Revision letter/number |
+| `substrate_material` | Selection | aluminium, steel, stainless, copper, titanium, other |
+| `geometry_source` | Selection | 3d_model, manual, pdf_drawing |
+| `model_attachment_id` | Many2one ir.attachment | STEP/STL/IGES file |
+| `drawing_attachment_ids` | Many2many ir.attachment | PDF drawings |
+| `surface_area` | Float | Surface area value |
+| `surface_area_uom` | Selection | sq_in, sq_ft, sq_cm, sq_m |
+| `weight` | Float | For shipping cost calc |
+| `dimensions_length` | Float | Manual measurement |
+| `dimensions_width` | Float | Manual measurement |
+| `dimensions_height` | Float | Manual measurement |
+| `complexity` | Selection | simple, moderate, complex, very_complex |
+| `masking_zones` | Integer | Number of areas requiring masking |
+| `masking_description` | Text | e.g. "mask threaded holes" |
+| `has_blind_holes` | Boolean | Complexity flag |
+| `has_recesses` | Boolean | Complexity flag |
+| `has_threads` | Boolean | Complexity flag |
+| `notes` | Html | |
+| `active` | Boolean | Archivable |
+
+#### `fp.coating.config` — Coating Configuration Template
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | e.g. "EN Mid-Phos AMS 2404" |
+| `process_type_id` | Many2one fusion.plating.process.type | Process type |
+| `recipe_id` | Many2one fusion.plating.process.node | Default recipe. **Domain: `[('node_type', '=', 'recipe')]`** |
+| `phosphorus_level` | Selection | low_phos, mid_phos, high_phos, na |
+| `thickness_min` | Float | Min thickness |
+| `thickness_max` | Float | Max thickness |
+| `thickness_uom` | Selection | mils, microns, inches |
+| `spec_reference` | Char | e.g. "AMS 2404" |
+| `certification_level` | Selection | commercial, mil_spec, nadcap, nuclear |
+| `pre_treatment_ids` | Many2many fp.treatment | Bead blast, zincate, etc. |
+| `post_treatment_ids` | Many2many fp.treatment | Bake, passivate, chromate, etc. |
+| `active` | Boolean | |
+
+#### `fp.treatment` — Pre/Post Treatment
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | e.g. "Bead Blast", "Zincate", "Bake" |
+| `treatment_type` | Selection | pre, post |
+| `default_duration_minutes` | Float | Estimated duration |
+| `currency_id` | Many2one res.currency | Company currency (default) |
+| `default_cost` | Monetary | Cost per application |
+
+#### `fp.pricing.rule` — Formula-Based Pricing Engine
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | Rule description |
+| `coating_config_id` | Many2one fp.coating.config | Optional filter (global if blank) |
+| `substrate_material` | Selection | Optional filter |
+| `certification_level` | Selection | Optional filter |
+| `pricing_method` | Selection | per_sqin, per_sqft, per_piece, flat_rate, formula |
+| `currency_id` | Many2one res.currency | Company currency (default) |
+| `base_rate` | Monetary | $ per unit |
+| `thickness_factor` | Float | Multiplier per mil of thickness |
+| `complexity_surcharge_ids` | One2many fp.pricing.complexity.surcharge | Surcharges by complexity level |
+| `masking_rate_per_zone` | Monetary | $ per masking area |
+| `setup_fee` | Monetary | One-time per batch |
+| `minimum_charge` | Monetary | Floor price |
+| `rush_surcharge_percent` | Float | Rush premium % |
+| `sequence` | Integer | Priority — first matching rule wins |
+| `active` | Boolean | |
+
+#### `fp.pricing.complexity.surcharge` — Complexity-Based Surcharge Line
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `rule_id` | Many2one fp.pricing.rule | Parent rule (cascade) |
+| `complexity` | Selection | simple, moderate, complex, very_complex |
+| `surcharge_percent` | Float | Surcharge % for this complexity level |
+
+#### `fp.quote.configurator` — The Configurator Session (Persistent Model)
+
+This is a `models.Model` (NOT transient). Records persist for audit trail, re-quoting, and linking back from sale orders. The SO links back via `x_fc_configurator_id`.
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | Auto-sequence (CFG-00001) |
+| `state` | Selection | draft, confirmed, cancelled |
+| `partner_id` | Many2one res.partner | Customer |
+| `part_catalog_id` | Many2one fp.part.catalog | For repeat parts |
+| `coating_config_id` | Many2one fp.coating.config | Coating selection |
+| `quantity` | Integer | Number of parts |
+| `batch_size` | Integer | Parts per rack/barrel |
+| `surface_area` | Float | From catalog or entered |
+| `thickness_requested` | Float | |
+| `masking_zones` | Integer | |
+| `complexity` | Selection | simple, moderate, complex, very_complex |
+| `rush_order` | Boolean | |
+| `turnaround_days` | Integer | |
+| `delivery_method` | Selection | local_delivery, shipping_partner, customer_pickup |
+| `currency_id` | Many2one res.currency | Company currency (default) |
+| `shipping_fee` | Monetary | |
+| `delivery_fee` | Monetary | |
+| `calculated_price` | Monetary | Computed from pricing rules |
+| `price_breakdown_html` | Html | Rendered breakdown |
+| `estimator_override_price` | Monetary | Final price (defaults to calculated) |
+| `sale_order_id` | Many2one sale.order | Created SO (set on "Create Quotation") |
+| `notes` | Text | |
+
+**Lifecycle:** draft → (estimator builds quote) → confirmed (when SO created) → cancelled (if abandoned). Confirmed records are read-only. Re-quoting creates a new configurator record.
+
+### Price Calculation Flow
+
+```
+Part Catalog (surface area, complexity, masking)
+  + Coating Config (process, thickness, spec level)
+  + Pricing Rules (matched by coating + substrate + cert level)
+  + Quantity / Batch Size
+  + Rush surcharge (if applicable)
+  + Delivery / Shipping fees
+  = Calculated Price
+  → Estimator reviews & overrides if needed
+  → Final quote price
+```
+
+### 3D Viewer
+
+- OWL component using **Three.js** for STL rendering and **OCCT (OpenCascade) WASM** for STEP parsing
+- Renders on both backend configurator form and portal page
+- Features: wireframe/solid toggle, rotate/zoom, surface area highlight
+- Server-side surface area calculation: Python `trimesh` (STL) / `cadquery`/`OCP` (STEP)
+- Fallback: manual measurements if server can't parse the file
+- Roadmap: Claude Vision for PDF drawing measurement extraction
+
+### Portal Side (Customer-Facing)
+
+- Simplified wizard: upload part → select coating type → see estimated price range
+- Uses same `fp.quote.configurator` model with restricted fields
+- Customer sees estimated price range (not exact), 3D preview
+- Submits → creates `fp.quote.request` with configurator data attached
+- Internal estimator sees customer's config and refines it
+
+### Configurator → Sale Order Flow
+
+1. Estimator opens Configurator → builds quote
+2. Clicks "Create Quotation" → sale.order created with all x_fc_* fields
+3. SO line(s) auto-created (product = service product per coating type, qty, price = estimator's final price)
+4. Estimator reviews SO → sends quotation
+5. Customer accepts → confirms SO → triggers downstream flow
+
+---
+
+## 4. `fusion_plating_receiving` — Parts Receiving & Inspection
+
+### Core Models
+
+#### `fp.receiving` — Receiving Record
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | Auto-sequence (RCV-00001) |
+| `sale_order_id` | Many2one sale.order | Required. **Design decision:** one receiving record per SO. If a customer ships parts for multiple SOs in one box, create separate receiving records per SO (receiver splits the count). This keeps the SO↔receiving link clean and avoids Many2many complexity. |
+| `partner_id` | Many2one res.partner | Related from SO |
+| `po_number` | Char | Related from SO x_fc_po_number |
+| `received_by_id` | Many2one res.users | Who logged it |
+| `received_date` | Datetime | Default=now |
+| `state` | Selection | draft, inspecting, accepted, discrepancy, resolved |
+| `expected_qty` | Integer | From SO line |
+| `received_qty` | Integer | Entered by receiver |
+| `qty_match` | Boolean | Computed: received == expected |
+| `carrier_name` | Char | Who delivered |
+| `carrier_tracking` | Char | Inbound tracking # |
+| `notes` | Html | |
+| `line_ids` | One2many fp.receiving.line | Per-part detail |
+| `damage_ids` | One2many fp.receiving.damage | Damage log |
+| `attachment_ids` | Many2many ir.attachment | Photos |
+
+#### `fp.receiving.line` — Per-Part Receiving Detail
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `receiving_id` | Many2one fp.receiving | Cascade |
+| `part_catalog_id` | Many2one fp.part.catalog | Optional |
+| `part_number` | Char | |
+| `description` | Char | |
+| `expected_qty` | Integer | |
+| `received_qty` | Integer | |
+| `condition` | Selection | good, damaged, mixed |
+| `notes` | Text | |
+
+#### `fp.receiving.damage` — Damage Log Entry
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `receiving_id` | Many2one fp.receiving | Cascade |
+| `description` | Text | What's damaged |
+| `severity` | Selection | cosmetic, functional, rejected |
+| `photo_ids` | Many2many ir.attachment | |
+| `action_required` | Selection | none, notify_customer, return_parts, proceed_as_is |
+| `customer_notified` | Boolean | |
+| `customer_response` | Text | |
+| `resolved` | Boolean | |
+
+### Workflow
+
+```
+SO Confirmed → Receiving record auto-created (state=draft)
+  → Parts arrive → receiver enters qty, inspects condition
+  → Match + good → state=accepted
+  → Mismatch or damage → state=discrepancy
+    → SO flagged, follow-up activity created
+    → Customer contacted → resolution logged → state=resolved
+  → Accepted/Resolved → SO x_fc_receiving_status = 'received'
+  → Manufacturing can proceed
+```
+
+### Manufacturing Gate
+
+- `mrp.production.action_confirm()` checks `sale_order.x_fc_receiving_status`
+- If not received → warning dialog (manager can override)
+- Soft gate — warns, doesn't hard-block (flexibility for handshake deals, urgent jobs)
+
+---
+
+## 5. `fusion_plating_invoicing` — Invoice Strategy Engine
+
+### Invoice Strategies
+
+| Strategy | Behaviour |
+|----------|-----------|
+| `deposit` | Deposit invoice for X% on SO confirmation. Balance after shipping. |
+| `progress` | Invoice per MO as each completes. |
+| `net_terms` | Single invoice after shipping. Payment on terms. |
+| `cod_prepay` | Full invoice on SO confirmation. Manufacturing blocked until paid. |
+
+### Core Models
+
+#### `fp.invoice.strategy.default` — Customer-Level Default
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `partner_id` | Many2one res.partner | Unique per customer |
+| `default_strategy` | Selection | deposit, progress, net_terms, cod_prepay |
+| `default_deposit_percent` | Float | e.g. 50.0 |
+| `payment_term_id` | Many2one account.payment.term | |
+| `notes` | Text | |
+
+### Auto-Population Rules
+
+When a customer is selected on a new SO:
+1. Look up `fp.invoice.strategy.default` for that `partner_id`
+2. If found → auto-fill `x_fc_invoice_strategy` and `x_fc_deposit_percent` from the default
+3. If not found → leave blank (estimator must select manually)
+4. Estimator can always override per order
+
+When a coating config is selected in the configurator:
+1. Auto-fill `thickness_requested` from `coating_config.thickness_min` (default to minimum)
+2. Auto-fill surface area UOM from company default setting
+
+When a part catalog entry is selected:
+1. Auto-fill `surface_area`, `complexity`, `masking_zones`, `substrate_material` from the catalog entry
+2. These can be overridden per-quote if the part has changed
+
+### Account Hold (extends `res.partner`)
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `x_fc_account_hold` | Boolean | Manually set by accounting |
+| `x_fc_account_hold_reason` | Text | Why hold was placed |
+| `x_fc_account_hold_date` | Datetime | When placed (Datetime for audit precision) |
+| `x_fc_account_hold_by_id` | Many2one res.users | Who placed it |
+
+### Account Hold Behaviour
+
+| Action | Hold Active | Result |
+|--------|-------------|--------|
+| Create new SO | Yes | Warning banner. SO can still be created. |
+| Confirm SO | Yes | Blocked. Manager override available. |
+| Create invoice | Yes | Blocked. Manager override available. |
+| Ship / mark delivered | Yes | Blocked. Manager override available. |
+| Customer visits portal | Yes | No visible indication. |
+
+Roadmap: auto-hold computed from account.move aging.
+
+### Invoice Automation
+
+- **Deposit:** SO confirmed → auto-create deposit invoice (X%) → balance invoice after shipping
+- **Progress:** Each MO done → invoice for that MO's portion → final invoice for remaining balance
+- **Net terms:** Delivery complete → auto-create full invoice → payment terms applied
+- **COD/Prepay:** SO confirmed → auto-create full invoice → MO blocked until payment reconciled
+
+### Shipping Method Price Adjustment
+
+- Method changes after invoicing:
+  - Draft invoice → amend the line
+  - Posted invoice → supplementary invoice or credit note
+
+---
+
+## 6. `fusion_plating_notifications` — Auto-Email Engine
+
+### Notification Triggers
+
+| Trigger Event | Email Name | Attachments | Recipient |
+|---------------|-----------|-------------|-----------|
+| Quotation sent | Quote Ready | Quote PDF | Customer contact |
+| SO confirmed | Order Confirmation | SO PDF | Customer contact |
+| Parts received | Parts Received | — | Customer contact |
+| MO complete | Ready for Pickup/Ship | — | Customer contact |
+| Delivery shipped (carrier) | Shipment Notification | CoC, Thickness Report, Invoice | Customer contact |
+| Delivery completed (local) | Delivery Confirmation | CoC, Thickness Report, Invoice, POD | Customer contact |
+| Invoice posted | Invoice Notification | Invoice PDF | Billing contact |
+| Deposit invoice created | Deposit Required | Deposit Invoice PDF | Billing contact |
+
+### Core Models
+
+#### `fp.notification.template` — Configurable Email Templates
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | Template name |
+| `trigger_event` | Selection | Event type |
+| `mail_template_id` | Many2one mail.template | Actual Odoo template |
+| `active` | Boolean | Can disable specific notifications |
+| `attach_coc` | Boolean | |
+| `attach_thickness_report` | Boolean | |
+| `attach_invoice` | Boolean | |
+| `attach_packing_list` | Boolean | |
+| `attach_pod` | Boolean | |
+| `cc_internal_ids` | Many2many res.users | Internal CCs |
+
+#### `fp.notification.log` — Audit Trail
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `template_id` | Many2one fp.notification.template | |
+| `trigger_event` | Selection | |
+| `sale_order_id` | Many2one sale.order | |
+| `partner_id` | Many2one res.partner | |
+| `sent_date` | Datetime | |
+| `recipient_email` | Char | |
+| `attachment_names` | Text | Comma-separated list |
+| `status` | Selection | sent, failed, bounced |
+| `error_message` | Text | |
+| `mail_mail_id` | Many2one mail.mail | |
+
+### Document Assembly (Shipment Email)
+
+1. Find portal job linked to SO/MO
+2. Generate CoC PDF (bilingual EN/FR, customer logo, Nadcap badge if applicable)
+3. Attach thickness report if available
+4. Attach invoice PDF
+5. Include tracking info in email body (carrier tracking # or driver ETA)
+6. Send to customer contact
+7. Log in fp.notification.log
+
+### CoC Report Updates
+
+- Customer logo placement (from partner.image_1920)
+- Nadcap badge (conditional)
+- EN Tech branding (replace Steelhead)
+- Recorded thickness field
+- Process description with spec references
+- Bilingual certification statement
+- Quantities: Shipped/Exp, NC Qty columns
+- Configurable certifying authority signature
+
+### Thickness / Measurement Report (NEW template)
+
+Based on Fischerscope XDAL 600 output:
+- EN Tech header
+- Equipment info (model, product, application)
+- Microscope image (attached photo)
+- Reading data table (NiP mils, Ni %, P %)
+- Statistical summary (Mean, Std Dev, CoV%, Range)
+- Calibration standard reference
+- Operator, date/time
+- Data entry: manual for now, future Fischerscope CSV import
+
+### Work Centre Mapping Note
+
+The codebase has two work centre models: `fusion.plating.work.center` (core) and `mrp.workcenter` (standard MRP). Recipe nodes reference `fusion.plating.work.center`; MRP work orders use `mrp.workcenter`. The recipe-to-WO generation logic in `fusion_plating_bridge_mrp` must map between them. Each `fusion.plating.work.center` should have an `x_fc_mrp_workcenter_id` field linking to the corresponding `mrp.workcenter`. This mapping field should be added to the core module.
+
+---
+
+## 7. `fusion_plating_certificates` — Certificate Registry
+
+**Module owner:** `fusion_plating_certificates` (NEW dedicated module).
+**Dependencies:** `fusion_plating`, `fusion_plating_portal`, `fusion_plating_reports`, `mrp`
+
+This module owns `fp.certificate` and `fp.thickness.reading`. It depends on `fusion_plating_portal` for the `fusion.plating.portal.job` link and on `fusion_plating_reports` for report generation.
+
+### Model: `fp.certificate`
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | Auto-sequence (CERT-00001) |
+| `certificate_type` | Selection | coc, thickness_report, mill_test, nadcap_cert, customer_specific |
+| `partner_id` | Many2one res.partner | Customer |
+| `sale_order_id` | Many2one sale.order | |
+| `production_id` | Many2one mrp.production | |
+| `portal_job_id` | Many2one fusion.plating.portal.job | Uses canonical model name |
+| `part_number` | Char | Denormalized for fast search |
+| `process_description` | Char | e.g. "ELECTROLESS NICKEL PLATING PER AMS 2404" |
+| `spec_reference` | Char | |
+| `po_number` | Char | Customer PO ref |
+| `entech_wo_number` | Char | Internal WO # |
+| `quantity_shipped` | Integer | |
+| `issued_by_id` | Many2one res.users | |
+| `certified_by_id` | Many2one res.users | Signing authority |
+| `issue_date` | Date | Default=today |
+| `attachment_id` | Many2one ir.attachment | Generated PDF |
+| `thickness_reading_ids` | One2many fp.thickness.reading | Linked measurements |
+| `state` | Selection | draft, issued, voided |
+| `void_reason` | Text | |
+| `notes` | Html | |
+
+### Model: `fp.thickness.reading` — Fischerscope Measurement Data
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `certificate_id` | Many2one fp.certificate | Parent certificate (cascade) |
+| `production_id` | Many2one mrp.production | Link to MO (independent of cert) |
+| `reading_number` | Integer | Reading sequence (n=1, n=2, n=3) |
+| `nip_mils` | Float(10,4) | NiP thickness in mils |
+| `ni_percent` | Float(6,3) | Nickel content % |
+| `p_percent` | Float(6,4) | Phosphorus content % |
+| `position_label` | Char | Where on the part this reading was taken |
+| `equipment_model` | Char | e.g. "Fischerscope XDAL 600" |
+| `product_ref` | Char | e.g. "2805031 / NiP/Al-alloys 2805030" |
+| `calibration_std_ref` | Char | e.g. "NiP/Al STD SET SN 100174568" |
+| `microscope_image_id` | Many2one ir.attachment | Microscope photo |
+| `operator_id` | Many2one res.users | Who took the reading |
+| `reading_datetime` | Datetime | When reading was taken |
+| `measuring_time_seconds` | Integer | e.g. 120 |
+
+**Statistical fields** (computed from reading lines per certificate):
+- `mean_nip_mils`, `stddev_nip_mils`, `cov_percent`, `range_nip_mils` — computed on `fp.certificate` from its `thickness_reading_ids`
+
+### Auto-Creation
+
+When CoC or thickness report is generated, `fp.certificate` record auto-created with PDF attached.
+
+### Views
+
+- **List** (default, newest first): Issue Date, Cert #, Type, Customer, Part #, PO #, Entech WO#, Process, Qty, Issued By, Status
+- **Search**: Quick filters by Customer, Certificate Type, Date Range, Part Number, PO Number. Group by: Customer, Type, Month, Issued By.
+- **Form**: Certificate type badge, state buttons (Issue/Void), customer info, part details, tabs for Thickness Readings, Attachments, Notes. "Regenerate PDF" and "Send to Customer" buttons.
+
+### CoC Bilingual Implementation
+
+The bilingual EN/FR certification statement uses QWeb template logic with `t-if` on a `bilingual` flag (default: True for Canadian compliance). The English and French text blocks are both rendered in the same template — not using Odoo's `ir.translation` system, since both languages must appear on the same document simultaneously.
+
+---
+
+## 8. `fusion_tasks` (Entech Plating) — Local Delivery Dispatch
+
+### Fork & Strip Strategy
+
+**Remove:**
+- Cross-instance sync (fusion.task.sync.config, shadow tasks)
+- `fusion_claims.*` config parameters → rename to `fusion_tasks.*`
+- `sales_team` dependency
+- Irrelevant task types (repair, troubleshoot, assessment, ltc_visit, maintenance, installation)
+- All sync-related fields (x_fc_sync_*)
+
+**Keep:**
+- Google Maps integration (Leaflet.js map view)
+- GPS tracking (fusion.technician.location → fusion.driver.location)
+- Geocoding (_geocode_address())
+- Route planning / scheduling / conflict avoidance
+- Push notifications (fusion.push.subscription)
+- Map view JS/SCSS/XML
+
+### Adapted Model: `fusion.delivery.task`
+
+Renamed from `fusion.technician.task`.
+
+**Task Types** (reduced):
+- `delivery` — outbound delivery
+- `pickup` — collect parts from customer
+- `return` — return rejected/damaged parts
+- `rush` — same-day urgent
+
+**Status Workflow:**
+- `pending` → `scheduled` → `en_route` → `delivered` (or `failed`)
+
+**Key Fields:**
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `delivery_id` | Many2one fusion.plating.delivery | Links to logistics |
+| `sale_order_id` | Many2one sale.order | |
+| `portal_job_id` | Many2one fusion.plating.portal.job | Uses canonical model name |
+| `partner_id` | Many2one res.partner | Customer |
+| `driver_id` | Many2one hr.employee | Renamed from technician_id |
+| `vehicle_id` | Many2one fusion.plating.vehicle | From logistics module |
+| `packages_count` | Integer | Number of boxes/crates |
+| `weight_total` | Float | Total weight |
+| `requires_signature` | Boolean | POD required |
+| `requires_photo` | Boolean | Photo proof required |
+| `coc_attachment_id` | Many2one ir.attachment | CoC to hand to customer |
+
+**Delivery Integration:**
+- `action_mark_delivered()`: logs GPS + timestamp, captures signature/photo, updates fp.delivery → delivered, cascades to portal job → shipped, triggers shipment notification email
+- `action_mark_failed()`: logs reason, creates follow-up activity
+
+### Dependencies & Deployment
+
+```python
+'depends': ['base', 'mail', 'hr', 'fusion_plating_logistics'],
+```
+
+**Deployment strategy:** `fusion_tasks` lives in a separate repo (`Entech Plating/`) but is deployed to the SAME server as the fusion_plating modules. Both repos are copied to `/mnt/extra-addons/custom/` on the target server. The `fusion_plating_logistics` dependency is therefore always available at install time. There is no standalone driver-only install scenario — drivers access the system via the same Odoo instance. The standalone "Delivery Dispatch" menu (below) provides a driver-focused view without needing a separate deployment.
+
+### Menu Placement
+
+Inside Fusion Plating: Shipping & Delivery → Local Delivery Tasks, Driver Map
+
+Standalone (optional): Delivery Dispatch app for drivers.
+
+---
+
+## 9. Complete End-to-End Workflow
+
+### Stage 1: Customer Inquiry
+
+- **Portal path:** Customer uploads 3D/PDF on portal → sees estimated price → submits → fp.quote.request created
+- **Email/phone path:** Estimator creates fp.quote.request manually, uploads customer's files
+- **Modules:** fusion_plating_portal, fusion_plating_configurator
+
+### Stage 2: Quotation
+
+- Estimator opens Configurator inside Fusion Plating app
+- Selects/creates part in Part Catalog
+- 3D model → auto surface area + 3D preview; PDF → manual measurements
+- Selects Coating Configuration
+- Pricing engine calculates from rules; estimator reviews/overrides
+- Adds delivery/shipping fees, sets invoice strategy
+- "Create Quotation" → sale.order with all x_fc_* fields
+- Sends quotation → email notification with Quote PDF
+- **Modules:** fusion_plating_configurator, fusion_plating_notifications
+
+### Stage 3: Order Confirmation
+
+- Customer accepts + submits PO (email or portal)
+- PO number entered on SO, PO document uploaded (or manager override for handshake deals)
+- SO confirmed:
+  - Account hold check → blocked if hold active (manager override)
+  - Invoice strategy fires (deposit/COD → auto-invoice; net_terms/progress → no invoice yet)
+  - Email: Order Confirmation + SO PDF
+  - Receiving record auto-created (draft)
+  - Portal job auto-created (received)
+- **Modules:** fusion_plating_invoicing, fusion_plating_receiving, fusion_plating_bridge_mrp, fusion_plating_notifications
+
+### Stage 4: Parts Receiving
+
+- Parts arrive → receiver opens receiving record
+- Counts parts, inspects condition
+- Good → accepted; damage/mismatch → discrepancy → follow-up → resolved
+- Email: Parts Received
+- Portal job → in_progress
+- **Modules:** fusion_plating_receiving, fusion_plating_notifications
+
+### Stage 5: Manufacturing Planning
+
+- MO created from SO (standard sale_mrp)
+- Receiving gate: warns if parts not received
+- COD gate: warns if prepay not paid
+- Planner assigns recipe, configures opt-in/out steps
+- Recipe → Work Orders generated (one WO per operation node, steps = WO instructions)
+- **Modules:** fusion_plating_bridge_mrp
+
+### Stage 6: Manufacturing Execution
+
+- Operators work WOs on shopfloor (Plant Overview kanban, timers, bath/tank assignment)
+- Quality holds if needed
+- All WOs done → MO done:
+  - Portal job → ready_to_ship
+  - fp.delivery auto-created (draft)
+  - Thickness readings entered
+  - CoC + thickness report generated → fp.certificate records created
+- Progress invoicing: if strategy=progress, invoice this MO's portion
+- **Modules:** fusion_plating_shopfloor, fusion_plating_bridge_mrp, fusion_plating_quality, fusion_plating_invoicing
+
+### Stage 7: Shipping / Local Delivery
+
+**Shipping Partner (Purolator, FedEx, UPS, etc.):**
+- fp.delivery scheduled with carrier + tracking #
+- Packing list generated, delivery marked shipped
+- Module: fusion_plating_logistics
+
+**Local Delivery (EN Tech driver):**
+- fusion.delivery.task created, driver + vehicle assigned
+- Driver Map shows live GPS tracking
+- Driver delivers → signature/photo POD → cascades to fp.delivery
+- Module: fusion_tasks (Entech Plating)
+
+**Customer Pickup:**
+- Email: Ready for Pickup
+- Customer arrives → parts released → signature → fp.delivery marked delivered
+
+**All paths:**
+- Portal job → shipped
+- Email: CoC + Thickness Report + Invoice + Tracking/ETA
+- **Modules:** fusion_plating_logistics, fusion_tasks, fusion_plating_notifications
+
+### Stage 8: Invoicing & Payment
+
+- Strategy determines timing:
+  - deposit → balance invoice after shipping
+  - progress → final invoice for remaining balance
+  - net_terms → full invoice after shipping
+  - cod_prepay → already invoiced & paid
+- Delivery method change after invoice → supplementary invoice or credit note
+- Invoice posted → portal job → complete → email with Invoice PDF
+- **Modules:** fusion_plating_invoicing, fusion_plating_bridge_mrp, fusion_plating_notifications
+
+### Stage 9: Customer Portal
+
+- Full job lifecycle visible: progress bar (received → complete)
+- Documents tab: CoC, thickness report, invoice — downloadable
+- Part catalog: saved parts with 3D preview
+- Order history: past orders, re-order from catalog
+- Quote request history, tracking info, notification history
+- **Modules:** fusion_plating_portal
+
+---
+
+## 10. Module Dependency Graph
+
+```
+fusion_plating (core)
+  ├── fusion_plating_configurator
+  │     └── depends: fusion_plating, sale_management
+  ├── fusion_plating_receiving
+  │     └── depends: fusion_plating, sale_management
+  │     └── provides: mrp.production gate mixin (overrides action_confirm)
+  ├── fusion_plating_invoicing
+  │     └── depends: fusion_plating, sale_management, account
+  │     └── provides: invoice strategy automation, account hold on res.partner
+  ├── fusion_plating_notifications
+  │     └── depends: fusion_plating, fusion_plating_reports, mail
+  ├── fusion_plating_certificates
+  │     └── depends: fusion_plating, fusion_plating_portal,
+  │                  fusion_plating_reports, mrp
+  ├── fusion_plating_bridge_mrp  (lighter — gates live in receiving/invoicing)
+  │     └── depends: fusion_plating, fusion_plating_configurator, mrp
+  │     └── soft-depends: fusion_plating_receiving, fusion_plating_invoicing
+  ├── fusion_plating_portal
+  │     └── depends: fusion_plating, fusion_plating_configurator,
+  │                  fusion_plating_notifications, portal
+  ├── fusion_plating_logistics
+  │     └── depends: fusion_plating
+  └── fusion_tasks (Entech Plating — separate repo, same server)
+        └── depends: fusion_plating_logistics, hr, mail
+```
+
+**Note on bridge_mrp:** The receiving gate and invoice strategy gates are implemented as lightweight mixins within `fusion_plating_receiving` and `fusion_plating_invoicing` respectively (each overrides `mrp.production` independently). This avoids funnelling all dependencies through bridge_mrp. Bridge_mrp focuses on recipe-to-WO generation and the configurator link.
+
+---
+
+## 11. Pricing Variables Reference
+
+All 10 pricing variables that drive the configurator:
+
+1. **Surface area** — more area = more chemistry consumed
+2. **Coating type** — EN, chrome, anodize, black oxide (different bath costs)
+3. **Thickness spec** — more passes/dwell time
+4. **Substrate material** — aluminium needs zincate pre-treatment
+5. **Quantity / batch size** — more parts per rack = lower per-unit cost
+6. **Part complexity** — blind holes, recesses, masking areas
+7. **Masking requirements** — labour-intensive
+8. **Spec / certification level** — Nadcap/aerospace = more QC overhead
+9. **Turnaround time** — rush = premium
+10. **Pre/post treatment** — bead blast, bake, passivate
+
+---
+
+## 12. Key Architectural Decisions
+
+| Decision | Resolution |
+|----------|------------|
+| Configurator primary user | Internal estimator; portal is simplified lead-gen |
+| 3D file handling | STEP/STL auto surface area calc + 3D preview; PDF manual (Claude Vision roadmap) |
+| Pricing model | Formula-calculated with estimator override |
+| Part catalog | Customer part library for repeat business + one-off support |
+| PO requirement | Required before manufacturing, but manager override available |
+| Invoice strategies | All 4 supported (deposit, progress, net_terms, cod_prepay), configurable per order |
+| Account hold | Manual for now, auto from aging on roadmap |
+| Shipping decision | Set at quote time, changeable later with price adjustment |
+| Local delivery | Fork fusion_tasks, strip claims, keep GPS/maps |
+| Certificate management | Unified fp.certificate registry with filters, auto-creation on report generation |
+| Recipe → WO mapping | One WO per operation node, steps become WO instructions |
+
+---
+
+## 13. Data Migration: Existing Quote Request Flow
+
+The existing `fusion.plating.quote.request` model has an `action_create_sale_order()` method that creates basic SOs. The new configurator introduces a parallel, richer path.
+
+**Coexistence strategy:**
+- The existing `action_create_sale_order()` on `fusion.plating.quote.request` remains functional — it is the "quick path" for simple quotes that don't need the full configurator
+- The new configurator is the "full path" for detailed quotes with part catalog, coating config, and pricing rules
+- When a quote request comes in via portal, the estimator chooses: use the configurator (creates `fp.quote.configurator` → SO) or use the quick path (existing `action_create_sale_order()`)
+- Both paths create SOs with `x_fc_*` fields. The quick path leaves configurator-specific fields blank; the full path populates everything
+- No existing data needs migration — the two paths coexist
+
+---
+
+## 14. Roadmap Items (Not in Initial Build)
+
+- Claude Vision for PDF drawing measurement extraction
+- Auto account hold computed from invoice aging
+- Fischerscope CSV import (auto-populate thickness readings)
+- Multi-driver route optimization
+- Customer-specific certificate templates
+- Product configurator on portal (dynamic pricing preview)
+- Tags on recipe nodes
+- Dashboard transitions on recipe nodes
+- Treatment groups / choices on recipe nodes

fusion_plating/fusion_plating/__init__.py

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

fusion_plating/fusion_plating/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating',
-    'version': '19.0.1.0.0',
+    'version': '19.0.3.0.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Core plating / metal finishing ERP: facilities, processes, tanks, baths, jobs, operators.',
     'description': """
@@ -89,15 +89,26 @@ Copyright (c) 2026 Nexa Systems Inc. All rights reserved.
         'views/fp_bath_log_views.xml',
         'views/fp_facility_views.xml',
         'views/fp_bath_views.xml',
+        'views/fp_process_node_views.xml',
+        'views/fp_rack_views.xml',
+        'views/fp_bath_replenishment_views.xml',
+        'views/fp_operator_certification_views.xml',
+        'views/res_config_settings_views.xml',
         'views/fp_menu.xml',
+        'data/fp_recipe_enp_alum_basic.xml',
     ],
+    'post_init_hook': 'post_init_hook',
     'assets': {
         'web.assets_backend': [
             'fusion_plating/static/src/scss/fusion_plating.scss',
+            'fusion_plating/static/src/scss/recipe_tree_editor.scss',
+            'fusion_plating/static/src/xml/recipe_tree_editor.xml',
+            'fusion_plating/static/src/js/recipe_tree_editor.js',
         ],
     },
     'demo': [
         'data/fp_demo_data.xml',
+        'data/fp_demo_recipe_data.xml',
     ],
     'images': ['static/description/icon.png'],
     'installable': True,

fusion_plating/fusion_plating/controllers/__init__.py

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

fusion_plating/fusion_plating/controllers/recipe_controller.py

@@ -0,0 +1,188 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+import logging
+
+from odoo import http
+from odoo.http import request
+
+_logger = logging.getLogger(__name__)
+
+
+class FpRecipeController(http.Controller):
+    """JSON-RPC endpoints for the process recipe tree editor."""
+
+    # ------------------------------------------------------------------
+    # Read — full tree
+    # ------------------------------------------------------------------
+    @http.route('/fp/recipe/tree', type='jsonrpc', auth='user')
+    def get_tree(self, recipe_id):
+        """Return the full nested tree for a recipe."""
+        Node = request.env['fusion.plating.process.node']
+        recipe = Node.browse(int(recipe_id))
+        if not recipe.exists():
+            return {'ok': False, 'error': f'Recipe {recipe_id} not found.'}
+        return {
+            'ok': True,
+            'recipe': {
+                'id': recipe.id,
+                'name': recipe.name,
+                'code': recipe.code or '',
+                'version': recipe.version,
+                'process_type': recipe.process_type_id.name if recipe.process_type_id else '',
+            },
+            'tree': recipe.get_tree_data(),
+        }
+
+    # ------------------------------------------------------------------
+    # Create node
+    # ------------------------------------------------------------------
+    @http.route('/fp/recipe/node/create', type='jsonrpc', auth='user')
+    def create_node(self, parent_id, name, node_type='operation', vals=None):
+        """Create a new child node under parent_id."""
+        Node = request.env['fusion.plating.process.node']
+        parent = Node.browse(int(parent_id))
+        if not parent.exists():
+            return {'ok': False, 'error': 'Parent node not found.'}
+
+        # Determine next sequence
+        max_seq = max((c.sequence for c in parent.child_ids), default=0)
+        data = {
+            'name': name,
+            'node_type': node_type,
+            'parent_id': parent.id,
+            'sequence': max_seq + 10,
+        }
+        if vals:
+            data.update(vals)
+
+        try:
+            new_node = Node.create(data)
+            _logger.info('Recipe: created node %s (%s) under %s by uid %s',
+                         new_node.id, name, parent.id, request.env.uid)
+            return {'ok': True, 'node_id': new_node.id}
+        except Exception as exc:
+            _logger.exception('Recipe create_node failed')
+            return {'ok': False, 'error': str(exc)}
+
+    # ------------------------------------------------------------------
+    # Update node
+    # ------------------------------------------------------------------
+    @http.route('/fp/recipe/node/write', type='jsonrpc', auth='user')
+    def write_node(self, node_id, vals):
+        """Update fields on an existing node."""
+        Node = request.env['fusion.plating.process.node']
+        node = Node.browse(int(node_id))
+        if not node.exists():
+            return {'ok': False, 'error': 'Node not found.'}
+
+        # Filter to allowed fields only
+        allowed = {
+            'name', 'code', 'node_type', 'icon', 'color',
+            'process_type_id', 'work_center_id',
+            'description', 'notes',
+            'estimated_duration',
+            'auto_complete', 'customer_visible', 'is_manual',
+            'requires_signoff', 'opt_in_out', 'sequence', 'version',
+        }
+        safe_vals = {k: v for k, v in vals.items() if k in allowed}
+        if not safe_vals:
+            return {'ok': False, 'error': 'No valid fields to update.'}
+
+        try:
+            node.write(safe_vals)
+            return {'ok': True}
+        except Exception as exc:
+            _logger.exception('Recipe write_node failed')
+            return {'ok': False, 'error': str(exc)}
+
+    # ------------------------------------------------------------------
+    # Delete node
+    # ------------------------------------------------------------------
+    @http.route('/fp/recipe/node/unlink', type='jsonrpc', auth='user')
+    def unlink_node(self, node_id):
+        """Delete a node and all its children (cascade)."""
+        Node = request.env['fusion.plating.process.node']
+        node = Node.browse(int(node_id))
+        if not node.exists():
+            return {'ok': False, 'error': 'Node not found.'}
+        if node.node_type == 'recipe':
+            return {'ok': False, 'error': 'Cannot delete a recipe root from the tree editor. Use the list view.'}
+
+        try:
+            name = node.name
+            node.unlink()
+            _logger.info('Recipe: deleted node %s (%s) by uid %s',
+                         node_id, name, request.env.uid)
+            return {'ok': True}
+        except Exception as exc:
+            _logger.exception('Recipe unlink_node failed')
+            return {'ok': False, 'error': str(exc)}
+
+    # ------------------------------------------------------------------
+    # Reorder siblings
+    # ------------------------------------------------------------------
+    @http.route('/fp/recipe/node/reorder', type='jsonrpc', auth='user')
+    def reorder_nodes(self, node_ids):
+        """Bulk-update sequence for an ordered list of sibling node IDs."""
+        Node = request.env['fusion.plating.process.node']
+        try:
+            for idx, nid in enumerate(node_ids):
+                Node.browse(int(nid)).write({'sequence': (idx + 1) * 10})
+            return {'ok': True}
+        except Exception as exc:
+            _logger.exception('Recipe reorder failed')
+            return {'ok': False, 'error': str(exc)}
+
+    # ------------------------------------------------------------------
+    # Move node to new parent
+    # ------------------------------------------------------------------
+    @http.route('/fp/recipe/node/move', type='jsonrpc', auth='user')
+    def move_node(self, node_id, new_parent_id):
+        """Move a node to a new parent (drag between sub-trees)."""
+        Node = request.env['fusion.plating.process.node']
+        node = Node.browse(int(node_id))
+        parent = Node.browse(int(new_parent_id))
+        if not node.exists() or not parent.exists():
+            return {'ok': False, 'error': 'Node or parent not found.'}
+
+        # Prevent moving a recipe root
+        if node.node_type == 'recipe':
+            return {'ok': False, 'error': 'Cannot move a recipe root.'}
+
+        # Prevent making a node its own descendant
+        if f'/{node.id}/' in (parent.parent_path or ''):
+            return {'ok': False, 'error': 'Cannot move a node under its own descendant.'}
+
+        try:
+            max_seq = max((c.sequence for c in parent.child_ids), default=0)
+            node.write({
+                'parent_id': parent.id,
+                'sequence': max_seq + 10,
+            })
+            return {'ok': True}
+        except Exception as exc:
+            _logger.exception('Recipe move_node failed')
+            return {'ok': False, 'error': str(exc)}
+
+    # ------------------------------------------------------------------
+    # Duplicate recipe
+    # ------------------------------------------------------------------
+    @http.route('/fp/recipe/duplicate', type='jsonrpc', auth='user')
+    def duplicate_recipe(self, recipe_id):
+        """Deep-copy an entire recipe tree."""
+        Node = request.env['fusion.plating.process.node']
+        recipe = Node.browse(int(recipe_id))
+        if not recipe.exists():
+            return {'ok': False, 'error': 'Recipe not found.'}
+        if recipe.node_type != 'recipe':
+            return {'ok': False, 'error': 'Can only duplicate recipe roots.'}
+
+        try:
+            new_recipe = recipe.copy()
+            return {'ok': True, 'recipe_id': new_recipe.id}
+        except Exception as exc:
+            _logger.exception('Recipe duplicate failed')
+            return {'ok': False, 'error': str(exc)}

fusion_plating/fusion_plating/data/fp_demo_recipe_data.xml

@@ -0,0 +1,262 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Demo recipe: Electroless Nickel Plating — Steel Line
+-->
+<odoo>
+    <data noupdate="1">
+
+        <!-- ===== ROOT: Electroless Nickel Plating — Steel Line ===== -->
+        <record id="demo_recipe_en_steel" model="fusion.plating.process.node">
+            <field name="name">Electroless Nickel Plating — Steel Line</field>
+            <field name="code">EN_STEEL</field>
+            <field name="node_type">recipe</field>
+            <field name="icon">fa-flask</field>
+            <field name="sequence">10</field>
+            <field name="customer_visible">True</field>
+        </record>
+
+        <!-- 1. Blasting -->
+        <record id="demo_node_blasting" model="fusion.plating.process.node">
+            <field name="name">Blasting</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_recipe_en_steel"/>
+            <field name="icon">fa-bullseye</field>
+            <field name="sequence">10</field>
+            <field name="estimated_duration">30</field>
+            <field name="is_manual">True</field>
+        </record>
+        <record id="demo_step_ready_blast" model="fusion.plating.process.node">
+            <field name="name">Ready for Blast</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="demo_node_blasting"/>
+            <field name="icon">fa-clock-o</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="demo_step_blast" model="fusion.plating.process.node">
+            <field name="name">Blast</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="demo_node_blasting"/>
+            <field name="icon">fa-fire</field>
+            <field name="sequence">20</field>
+            <field name="requires_signoff">True</field>
+        </record>
+
+        <!-- 2. Masking -->
+        <record id="demo_node_masking" model="fusion.plating.process.node">
+            <field name="name">Masking</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_recipe_en_steel"/>
+            <field name="icon">fa-paint-brush</field>
+            <field name="sequence">20</field>
+            <field name="estimated_duration">45</field>
+            <field name="is_manual">True</field>
+        </record>
+        <record id="demo_step_ready_mask" model="fusion.plating.process.node">
+            <field name="name">Ready for Masking</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="demo_node_masking"/>
+            <field name="sequence">10</field>
+        </record>
+        <record id="demo_step_mask" model="fusion.plating.process.node">
+            <field name="name">Masking</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="demo_node_masking"/>
+            <field name="icon">fa-paint-brush</field>
+            <field name="sequence">20</field>
+            <field name="requires_signoff">True</field>
+        </record>
+
+        <!-- 3. Racking -->
+        <record id="demo_node_racking" model="fusion.plating.process.node">
+            <field name="name">Racking</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_recipe_en_steel"/>
+            <field name="icon">fa-th</field>
+            <field name="sequence">30</field>
+            <field name="estimated_duration">20</field>
+        </record>
+
+        <!-- 4. Steel Line (sub-process with many children) -->
+        <record id="demo_node_steel_line" model="fusion.plating.process.node">
+            <field name="name">Steel Line</field>
+            <field name="node_type">sub_process</field>
+            <field name="parent_id" ref="demo_recipe_en_steel"/>
+            <field name="icon">fa-industry</field>
+            <field name="sequence">40</field>
+            <field name="auto_complete">True</field>
+        </record>
+
+        <!-- 4a. Cleaner (sub-process inside Steel Line) -->
+        <record id="demo_node_cleaner" model="fusion.plating.process.node">
+            <field name="name">Cleaner</field>
+            <field name="node_type">sub_process</field>
+            <field name="parent_id" ref="demo_node_steel_line"/>
+            <field name="icon">fa-shower</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="demo_step_soak_clean" model="fusion.plating.process.node">
+            <field name="name">Soak Clean (S-3)</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="demo_node_cleaner"/>
+            <field name="sequence">10</field>
+            <field name="estimated_duration">10</field>
+            <field name="is_manual">False</field>
+        </record>
+        <record id="demo_step_electroclean" model="fusion.plating.process.node">
+            <field name="name">Electroclean (S-3)</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="demo_node_cleaner"/>
+            <field name="sequence">20</field>
+            <field name="estimated_duration">5</field>
+            <field name="is_manual">False</field>
+        </record>
+        <record id="demo_step_primary_rinse_1" model="fusion.plating.process.node">
+            <field name="name">Primary Rinse (S-4)</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="demo_node_cleaner"/>
+            <field name="sequence">30</field>
+            <field name="is_manual">False</field>
+        </record>
+
+        <!-- 4b. Acid Dip -->
+        <record id="demo_node_acid_dip" model="fusion.plating.process.node">
+            <field name="name">Acid Dip (S-5)</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_node_steel_line"/>
+            <field name="icon">fa-flask</field>
+            <field name="sequence">20</field>
+            <field name="estimated_duration">5</field>
+            <field name="is_manual">False</field>
+        </record>
+
+        <!-- 4c. Nickel Strike -->
+        <record id="demo_node_nickel_strike" model="fusion.plating.process.node">
+            <field name="name">Nickel Strike (S-7 / SP-5)</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_node_steel_line"/>
+            <field name="icon">fa-bolt</field>
+            <field name="sequence">30</field>
+            <field name="estimated_duration">8</field>
+            <field name="is_manual">False</field>
+            <field name="requires_signoff">True</field>
+        </record>
+
+        <!-- 4d. E-Nickel Plate (Mid Phos) -->
+        <record id="demo_node_en_plate" model="fusion.plating.process.node">
+            <field name="name">E-Nickel Plate (Mid Phos) (S-9)</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_node_steel_line"/>
+            <field name="icon">fa-diamond</field>
+            <field name="sequence">40</field>
+            <field name="estimated_duration">90</field>
+            <field name="is_manual">False</field>
+            <field name="requires_signoff">True</field>
+        </record>
+        <record id="demo_step_rinse_after_plate" model="fusion.plating.process.node">
+            <field name="name">Primary Rinse (S-11)</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="demo_node_en_plate"/>
+            <field name="sequence">10</field>
+            <field name="is_manual">False</field>
+        </record>
+        <record id="demo_step_hot_rinse" model="fusion.plating.process.node">
+            <field name="name">Hot Rinse (S-13)</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="demo_node_en_plate"/>
+            <field name="sequence">20</field>
+            <field name="is_manual">False</field>
+        </record>
+
+        <!-- 4e. Hot Water Porosity -->
+        <record id="demo_node_porosity" model="fusion.plating.process.node">
+            <field name="name">Hot Water Porosity (A-15)</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_node_steel_line"/>
+            <field name="icon">fa-tint</field>
+            <field name="sequence">50</field>
+            <field name="estimated_duration">15</field>
+            <field name="requires_signoff">True</field>
+        </record>
+
+        <!-- 4f. Dry -->
+        <record id="demo_node_dry" model="fusion.plating.process.node">
+            <field name="name">Dry</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_node_steel_line"/>
+            <field name="icon">fa-sun-o</field>
+            <field name="sequence">60</field>
+            <field name="is_manual">False</field>
+        </record>
+
+        <!-- 5. Oven Baking -->
+        <record id="demo_node_oven_bake" model="fusion.plating.process.node">
+            <field name="name">Oven Baking</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_recipe_en_steel"/>
+            <field name="icon">fa-fire</field>
+            <field name="sequence">50</field>
+            <field name="estimated_duration">240</field>
+            <field name="is_manual">False</field>
+            <field name="requires_signoff">True</field>
+        </record>
+
+        <!-- 6. De-racking -->
+        <record id="demo_node_derack" model="fusion.plating.process.node">
+            <field name="name">De-Racking</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_recipe_en_steel"/>
+            <field name="icon">fa-th</field>
+            <field name="sequence">60</field>
+            <field name="estimated_duration">15</field>
+        </record>
+
+        <!-- 7. De-Masking -->
+        <record id="demo_node_demask" model="fusion.plating.process.node">
+            <field name="name">De-Masking</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_recipe_en_steel"/>
+            <field name="icon">fa-eraser</field>
+            <field name="sequence">70</field>
+            <field name="estimated_duration">20</field>
+        </record>
+
+        <!-- 8. Oven Bake (Post De-Rack) -->
+        <record id="demo_node_post_bake" model="fusion.plating.process.node">
+            <field name="name">Oven Bake (Post De-Rack)</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_recipe_en_steel"/>
+            <field name="icon">fa-fire</field>
+            <field name="sequence">80</field>
+            <field name="estimated_duration">120</field>
+            <field name="is_manual">False</field>
+        </record>
+
+        <!-- 9. Post Plate Inspection -->
+        <record id="demo_node_inspection" model="fusion.plating.process.node">
+            <field name="name">Post Plate Inspection</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="demo_recipe_en_steel"/>
+            <field name="icon">fa-search</field>
+            <field name="sequence">90</field>
+            <field name="estimated_duration">30</field>
+            <field name="requires_signoff">True</field>
+        </record>
+        <record id="demo_step_ready_inspect" model="fusion.plating.process.node">
+            <field name="name">Ready for Post Plate Inspection</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="demo_node_inspection"/>
+            <field name="sequence">10</field>
+        </record>
+        <record id="demo_step_inspect" model="fusion.plating.process.node">
+            <field name="name">Post Plate Inspection</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="demo_node_inspection"/>
+            <field name="icon">fa-check-circle</field>
+            <field name="sequence">20</field>
+            <field name="requires_signoff">True</field>
+        </record>
+
+    </data>
+</odoo>

fusion_plating/fusion_plating/data/fp_recipe_enp_alum_basic.xml

@@ -0,0 +1,233 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Recipe: ENP-ALUM-BASIC (Electroless Nickel Plating — Aluminium Basic)
+    Source: Client's Steelhead export
+-->
+<odoo>
+    <data noupdate="0">
+
+        <!-- ===== ROOT ===== -->
+        <record id="recipe_enp_alum_basic" model="fusion.plating.process.node">
+            <field name="name">ENP-ALUM-BASIC</field>
+            <field name="code">ENP_ALUM_BASIC</field>
+            <field name="node_type">recipe</field>
+            <field name="icon">fa-flask</field>
+            <field name="sequence">10</field>
+            <field name="auto_complete">True</field>
+            <field name="customer_visible">False</field>
+        </record>
+
+        <!-- ===== 1. Masking ===== -->
+        <record id="enp_ab_masking" model="fusion.plating.process.node">
+            <field name="name">Masking</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="recipe_enp_alum_basic"/>
+            <field name="icon">fa-paint-brush</field>
+            <field name="sequence">10</field>
+            <field name="auto_complete">True</field>
+            <field name="is_manual">True</field>
+        </record>
+        <record id="enp_ab_masking_ready" model="fusion.plating.process.node">
+            <field name="name">Ready For Masking</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_masking"/>
+            <field name="icon">fa-clock-o</field>
+            <field name="sequence">10</field>
+            <field name="is_manual">True</field>
+        </record>
+        <record id="enp_ab_masking_do" model="fusion.plating.process.node">
+            <field name="name">Masking</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_masking"/>
+            <field name="icon">fa-paint-brush</field>
+            <field name="sequence">20</field>
+            <field name="is_manual">True</field>
+            <field name="requires_signoff">True</field>
+        </record>
+
+        <!-- ===== 2. Racking ===== -->
+        <record id="enp_ab_racking" model="fusion.plating.process.node">
+            <field name="name">Racking</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="recipe_enp_alum_basic"/>
+            <field name="icon">fa-th</field>
+            <field name="sequence">20</field>
+            <field name="auto_complete">True</field>
+        </record>
+        <record id="enp_ab_racking_ready" model="fusion.plating.process.node">
+            <field name="name">Ready for Racking</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_racking"/>
+            <field name="sequence">10</field>
+        </record>
+        <record id="enp_ab_racking_do" model="fusion.plating.process.node">
+            <field name="name">Racking</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_racking"/>
+            <field name="icon">fa-th</field>
+            <field name="sequence">20</field>
+            <field name="requires_signoff">True</field>
+        </record>
+
+        <!-- ===== 3. Ready for processing ===== -->
+        <record id="enp_ab_ready_processing" model="fusion.plating.process.node">
+            <field name="name">Ready for processing</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="recipe_enp_alum_basic"/>
+            <field name="icon">fa-clock-o</field>
+            <field name="sequence">30</field>
+        </record>
+
+        <!-- ===== 4. ENP-Alum Line (sub-process) ===== -->
+        <record id="enp_ab_alum_line" model="fusion.plating.process.node">
+            <field name="name">ENP-Alum Line</field>
+            <field name="node_type">sub_process</field>
+            <field name="parent_id" ref="recipe_enp_alum_basic"/>
+            <field name="icon">fa-industry</field>
+            <field name="sequence">40</field>
+            <field name="auto_complete">True</field>
+        </record>
+        <!-- 4a. E-Nickel Plating -->
+        <record id="enp_ab_enickel_plating" model="fusion.plating.process.node">
+            <field name="name">E-Nickel Plating</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="enp_ab_alum_line"/>
+            <field name="icon">fa-diamond</field>
+            <field name="sequence">10</field>
+            <field name="requires_signoff">True</field>
+            <field name="is_manual">False</field>
+        </record>
+
+        <!-- ===== 5. De-Masking ===== -->
+        <record id="enp_ab_demasking" model="fusion.plating.process.node">
+            <field name="name">De-Masking</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="recipe_enp_alum_basic"/>
+            <field name="icon">fa-eraser</field>
+            <field name="sequence">50</field>
+            <field name="auto_complete">True</field>
+        </record>
+        <record id="enp_ab_demasking_ready" model="fusion.plating.process.node">
+            <field name="name">Ready for De-Masking</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_demasking"/>
+            <field name="sequence">10</field>
+        </record>
+        <record id="enp_ab_demasking_do" model="fusion.plating.process.node">
+            <field name="name">De-Masking</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_demasking"/>
+            <field name="icon">fa-eraser</field>
+            <field name="sequence">20</field>
+        </record>
+
+        <!-- ===== 6. Oven baking ===== -->
+        <record id="enp_ab_oven_bake" model="fusion.plating.process.node">
+            <field name="name">Oven baking</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="recipe_enp_alum_basic"/>
+            <field name="icon">fa-fire</field>
+            <field name="sequence">60</field>
+            <field name="auto_complete">True</field>
+            <field name="is_manual">False</field>
+        </record>
+        <record id="enp_ab_oven_bake_ready" model="fusion.plating.process.node">
+            <field name="name">Ready for bake</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_oven_bake"/>
+            <field name="icon">fa-clock-o</field>
+            <field name="sequence">10</field>
+            <field name="is_manual">True</field>
+        </record>
+        <record id="enp_ab_oven_bake_do" model="fusion.plating.process.node">
+            <field name="name">Bake</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_oven_bake"/>
+            <field name="icon">fa-fire</field>
+            <field name="sequence">20</field>
+            <field name="is_manual">True</field>
+            <field name="requires_signoff">True</field>
+        </record>
+
+        <!-- ===== 7. De-racking ===== -->
+        <record id="enp_ab_deracking" model="fusion.plating.process.node">
+            <field name="name">De-racking</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="recipe_enp_alum_basic"/>
+            <field name="icon">fa-th</field>
+            <field name="sequence">70</field>
+            <field name="auto_complete">True</field>
+        </record>
+        <record id="enp_ab_deracking_ready" model="fusion.plating.process.node">
+            <field name="name">Ready For DeRacking</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_deracking"/>
+            <field name="icon">fa-clock-o</field>
+            <field name="sequence">10</field>
+            <field name="is_manual">True</field>
+        </record>
+        <record id="enp_ab_deracking_do" model="fusion.plating.process.node">
+            <field name="name">DeRacking</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_deracking"/>
+            <field name="icon">fa-th</field>
+            <field name="sequence">20</field>
+            <field name="requires_signoff">True</field>
+        </record>
+
+        <!-- ===== 8. Oven bake (Post de-rack) ===== -->
+        <record id="enp_ab_post_bake" model="fusion.plating.process.node">
+            <field name="name">Oven bake (Post de-rack)</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="recipe_enp_alum_basic"/>
+            <field name="icon">fa-fire</field>
+            <field name="sequence">80</field>
+            <field name="auto_complete">True</field>
+            <field name="is_manual">False</field>
+        </record>
+        <record id="enp_ab_post_bake_ready" model="fusion.plating.process.node">
+            <field name="name">Ready for bake</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_post_bake"/>
+            <field name="icon">fa-clock-o</field>
+            <field name="sequence">10</field>
+            <field name="is_manual">True</field>
+        </record>
+        <record id="enp_ab_post_bake_do" model="fusion.plating.process.node">
+            <field name="name">Bake</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_post_bake"/>
+            <field name="icon">fa-fire</field>
+            <field name="sequence">20</field>
+            <field name="is_manual">True</field>
+            <field name="requires_signoff">True</field>
+        </record>
+
+        <!-- ===== 9. Post-plate Inspection ===== -->
+        <record id="enp_ab_inspection" model="fusion.plating.process.node">
+            <field name="name">Post-plate Inspection</field>
+            <field name="node_type">operation</field>
+            <field name="parent_id" ref="recipe_enp_alum_basic"/>
+            <field name="icon">fa-search</field>
+            <field name="sequence">90</field>
+            <field name="requires_signoff">True</field>
+        </record>
+        <record id="enp_ab_inspection_ready" model="fusion.plating.process.node">
+            <field name="name">Ready for post-plate Inspection</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_inspection"/>
+            <field name="sequence">10</field>
+        </record>
+        <record id="enp_ab_inspection_do" model="fusion.plating.process.node">
+            <field name="name">Post-plate Inspection</field>
+            <field name="node_type">step</field>
+            <field name="parent_id" ref="enp_ab_inspection"/>
+            <field name="icon">fa-check-circle</field>
+            <field name="sequence">20</field>
+            <field name="requires_signoff">True</field>
+        </record>
+
+    </data>
+</odoo>

fusion_plating/fusion_plating/models/__init__.py

@@ -12,4 +12,10 @@ from . import fp_bath
 from . import fp_bath_log
 from . import fp_bath_log_line
 from . import fp_bath_parameter
+from . import fp_bath_replenishment_rule
+from . import fp_process_node
+from . import fp_rack
+from . import fp_operator_certification
+from . import fp_tz
 from . import res_company
+from . import res_config_settings

fusion_plating/fusion_plating/models/fp_bath_log_line.py

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

fusion_plating/fusion_plating/models/fp_bath_replenishment_rule.py

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

fusion_plating/fusion_plating/models/fp_operator_certification.py

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

fusion_plating/fusion_plating/models/fp_process_node.py

@@ -0,0 +1,405 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import api, fields, models, _
+from odoo.exceptions import ValidationError
+
+from .fp_tz import fp_isoformat_utc
+
+
+class FpProcessNode(models.Model):
+    """A node in the process recipe tree.
+
+    Recipes are hierarchical templates that define how to plate a part.
+    They are reusable across production orders and serve as the single
+    source of truth for the shop's plating processes.
+
+    Node types
+    ----------
+    * recipe      — top-level root (e.g. "Electroless Nickel — Steel Line")
+    * sub_process — a group of operations (e.g. "Steel Line", "Cleaner")
+    * operation   — a single production step (e.g. "Acid Dip", "Nickel Strike")
+    * step        — a sub-step within an operation (e.g. "Ready for Blast", "Blast")
+
+    Hierarchy uses Odoo's _parent_store for efficient tree queries.
+    """
+    _name = 'fusion.plating.process.node'
+    _description = 'Fusion Plating — Process Node'
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+    _parent_store = True
+    _parent_name = 'parent_id'
+    _order = 'parent_path, sequence, id'
+    _rec_name = 'display_name'
+
+    # ---- Identity & hierarchy ------------------------------------------------
+
+    name = fields.Char(
+        string='Name',
+        required=True,
+        tracking=True,
+    )
+    code = fields.Char(
+        string='Code',
+        help='Optional short code (e.g. EN_STEEL).',
+        tracking=True,
+    )
+    node_type = fields.Selection(
+        [
+            ('recipe', 'Recipe'),
+            ('sub_process', 'Sub-Process'),
+            ('operation', 'Operation'),
+            ('step', 'Step'),
+        ],
+        string='Type',
+        required=True,
+        default='operation',
+        tracking=True,
+    )
+    parent_id = fields.Many2one(
+        'fusion.plating.process.node',
+        string='Parent',
+        ondelete='cascade',
+        index=True,
+    )
+    parent_path = fields.Char(
+        index=True,
+    )
+    child_ids = fields.One2many(
+        'fusion.plating.process.node',
+        'parent_id',
+        string='Child Steps',
+    )
+    sequence = fields.Integer(
+        string='Sequence',
+        default=10,
+    )
+    depth = fields.Integer(
+        string='Depth',
+        compute='_compute_depth',
+        store=True,
+    )
+
+    # ---- Process references --------------------------------------------------
+
+    process_type_id = fields.Many2one(
+        'fusion.plating.process.type',
+        string='Process Type',
+        ondelete='restrict',
+        tracking=True,
+    )
+    work_center_id = fields.Many2one(
+        'fusion.plating.work.center',
+        string='Work Centre',
+        ondelete='set null',
+        tracking=True,
+    )
+
+    # ---- Content & metadata --------------------------------------------------
+
+    description = fields.Html(
+        string='Description',
+        help='Rich text instructions for this step.',
+    )
+    notes = fields.Text(
+        string='Internal Notes',
+        help='Internal notes (not shown to customers).',
+    )
+    icon = fields.Selection(
+        [
+            ('fa-flask', 'Flask / Chemistry'),
+            ('fa-industry', 'Industry / Line'),
+            ('fa-sitemap', 'Sitemap / Process'),
+            ('fa-wrench', 'Wrench / Operation'),
+            ('fa-cog', 'Gear / General'),
+            ('fa-cogs', 'Gears / System'),
+            ('fa-paint-brush', 'Paint / Masking'),
+            ('fa-eraser', 'Eraser / De-Masking'),
+            ('fa-th', 'Grid / Racking'),
+            ('fa-fire', 'Fire / Bake'),
+            ('fa-bolt', 'Bolt / Electric'),
+            ('fa-diamond', 'Diamond / Plating'),
+            ('fa-tint', 'Tint / Rinse'),
+            ('fa-shower', 'Shower / Clean'),
+            ('fa-bullseye', 'Target / Blast'),
+            ('fa-search', 'Search / Inspect'),
+            ('fa-check-circle', 'Check / Approve'),
+            ('fa-clock-o', 'Clock / Wait'),
+            ('fa-sun-o', 'Sun / Dry'),
+            ('fa-thermometer-half', 'Temp / Heat'),
+            ('fa-eye', 'Eye / Visual'),
+            ('fa-hand-paper-o', 'Hand / Manual'),
+            ('fa-cube', 'Cube / Part'),
+            ('fa-shield', 'Shield / Protect'),
+        ],
+        string='Icon',
+        default='fa-cog',
+    )
+    color = fields.Integer(
+        string='Colour',
+        default=0,
+    )
+
+    # ---- Timing --------------------------------------------------------------
+
+    estimated_duration = fields.Float(
+        string='Estimated Duration (min)',
+        help='Expected time in minutes.',
+    )
+
+    # ---- Behaviour flags -----------------------------------------------------
+
+    auto_complete = fields.Boolean(
+        string='Auto-Complete',
+        default=False,
+        help='Automatically marks done when all children complete.',
+    )
+    customer_visible = fields.Boolean(
+        string='Customer Visible',
+        default=True,
+        help='Whether to show this step name to customers.',
+    )
+    is_manual = fields.Boolean(
+        string='Manual Operation',
+        default=True,
+        help='Unchecked = automated (e.g. timed immersion).',
+    )
+    requires_signoff = fields.Boolean(
+        string='Requires Sign-Off',
+        default=False,
+        help='Quality hold point — requires operator sign-off.',
+    )
+    opt_in_out = fields.Selection(
+        [
+            ('disabled', 'Disabled'),
+            ('opt_in', 'Opt-In'),
+            ('opt_out', 'Opt-Out'),
+        ],
+        string='Opt In/Out',
+        default='disabled',
+        help='Controls whether this step is optional for a given job.',
+        tracking=True,
+    )
+
+    # ---- Lifecycle -----------------------------------------------------------
+
+    active = fields.Boolean(
+        string='Active',
+        default=True,
+    )
+    company_id = fields.Many2one(
+        'res.company',
+        string='Company',
+        default=lambda self: self.env.company,
+    )
+    version = fields.Integer(
+        string='Version',
+        default=1,
+        tracking=True,
+    )
+
+    # ---- Computed fields -----------------------------------------------------
+
+    display_name = fields.Char(
+        compute='_compute_display_name',
+        store=True,
+        recursive=True,
+    )
+    child_count = fields.Integer(
+        string='Children',
+        compute='_compute_child_count',
+    )
+    recipe_root_id = fields.Many2one(
+        'fusion.plating.process.node',
+        string='Recipe Root',
+        compute='_compute_recipe_root_id',
+        store=True,
+    )
+
+    # ---- Operator inputs (one2many) ------------------------------------------
+
+    input_ids = fields.One2many(
+        'fusion.plating.process.node.input',
+        'node_id',
+        string='Operator Inputs',
+    )
+
+    # ---- SQL constraints -----------------------------------------------------
+
+    _sql_constraints = [
+        ('fp_process_node_code_uniq',
+         'unique(code)',
+         'Recipe node code must be unique.'),
+    ]
+
+    # ---- Computes ------------------------------------------------------------
+
+    @api.depends('name', 'code', 'parent_id.display_name')
+    def _compute_display_name(self):
+        for rec in self:
+            if rec.parent_id and rec.node_type != 'recipe':
+                rec.display_name = f'{rec.parent_id.display_name} / {rec.name}'
+            else:
+                rec.display_name = rec.name or ''
+
+    @api.depends('parent_path')
+    def _compute_depth(self):
+        for rec in self:
+            rec.depth = (rec.parent_path or '').count('/') - 1
+
+    @api.depends('child_ids')
+    def _compute_child_count(self):
+        for rec in self:
+            rec.child_count = len(rec.child_ids)
+
+    @api.depends('parent_path')
+    def _compute_recipe_root_id(self):
+        for rec in self:
+            if rec.parent_path:
+                root_id = int(rec.parent_path.split('/')[0])
+                rec.recipe_root_id = root_id
+            else:
+                rec.recipe_root_id = rec.id
+
+    # ---- Constraints ---------------------------------------------------------
+
+    @api.constrains('parent_id')
+    def _check_recursion_constraint(self):
+        if not self._check_recursion():
+            raise ValidationError(
+                _('A process node cannot be its own ancestor.'))
+
+    # ---- Tree data for OWL component -----------------------------------------
+
+    def get_tree_data(self):
+        """Return full nested dict for the OWL recipe tree editor.
+
+        Called via the controller. Returns the tree rooted at `self`,
+        recursively including all descendants.
+        """
+        self.ensure_one()
+        return self._node_to_dict()
+
+    def _node_to_dict(self, max_depth=10):
+        """Recursively convert this node + children to a dict."""
+        if max_depth <= 0:
+            return None
+        children = []
+        for child in self.child_ids.sorted('sequence'):
+            child_dict = child._node_to_dict(max_depth=max_depth - 1)
+            if child_dict:
+                children.append(child_dict)
+        return {
+            'id': self.id,
+            'name': self.name or '',
+            'code': self.code or '',
+            'node_type': self.node_type,
+            'sequence': self.sequence,
+            'depth': self.depth,
+            'icon': self.icon or 'fa-cog',
+            'color': self.color,
+            'process_type': self.process_type_id.name if self.process_type_id else '',
+            'process_type_id': self.process_type_id.id if self.process_type_id else False,
+            'work_center': self.work_center_id.name if self.work_center_id else '',
+            'work_center_id': self.work_center_id.id if self.work_center_id else False,
+            'description': self.description or '',
+            'notes': self.notes or '',
+            'estimated_duration': self.estimated_duration,
+            'auto_complete': self.auto_complete,
+            'customer_visible': self.customer_visible,
+            'is_manual': self.is_manual,
+            'requires_signoff': self.requires_signoff,
+            'version': self.version,
+            'child_count': len(children),
+            'opt_in_out': self.opt_in_out or 'disabled',
+            'input_count': len(self.input_ids),
+            # ISO with explicit UTC marker so JS new Date() parses it
+            # correctly and re-localises to the browser's timezone.
+            'create_date': fp_isoformat_utc(self.create_date),
+            'create_uid_name': self.create_uid.name if self.create_uid else '',
+            'write_date': fp_isoformat_utc(self.write_date),
+            'write_uid_name': self.write_uid.name if self.write_uid else '',
+            'children': children,
+        }
+
+    # ---- Actions -------------------------------------------------------------
+
+    def action_open_tree_editor(self):
+        """Open the OWL recipe tree editor for this recipe."""
+        self.ensure_one()
+        root = self if self.node_type == 'recipe' else self.recipe_root_id
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'fp_recipe_tree_editor',
+            'name': f'Recipe — {root.name}',
+            'context': {'recipe_id': root.id},
+        }
+
+    # ---- Copy (deep-duplicate) -----------------------------------------------
+
+    def copy(self, default=None):
+        """Deep-copy: duplicates the node and all descendants."""
+        default = dict(default or {})
+        if self.node_type == 'recipe':
+            default.setdefault('name', _('%s (Copy)', self.name))
+            default.setdefault('code', f'{self.code}_copy' if self.code else False)
+        new_node = super().copy(default)
+        for child in self.child_ids.sorted('sequence'):
+            child.copy({'parent_id': new_node.id})
+        return new_node
+
+
+class FpProcessNodeInput(models.Model):
+    """An operator input definition attached to a process node.
+
+    These define what the operator needs to record when executing this
+    step — temperature readings, visual inspections, timing, etc.
+    """
+    _name = 'fusion.plating.process.node.input'
+    _description = 'Fusion Plating — Process Node Input'
+    _order = 'sequence, id'
+
+    name = fields.Char(
+        string='Name',
+        required=True,
+        help='E.g. "Temperature Reading", "Visual Inspection".',
+    )
+    node_id = fields.Many2one(
+        'fusion.plating.process.node',
+        string='Process Node',
+        required=True,
+        ondelete='cascade',
+    )
+    input_type = fields.Selection(
+        [
+            ('text', 'Text'),
+            ('number', 'Number'),
+            ('boolean', 'Yes / No'),
+            ('selection', 'Selection'),
+            ('photo', 'Photo'),
+        ],
+        string='Input Type',
+        required=True,
+        default='text',
+    )
+    required = fields.Boolean(
+        string='Required',
+        default=False,
+    )
+    hint = fields.Char(
+        string='Hint',
+        help='Placeholder text shown to the operator.',
+    )
+    selection_options = fields.Text(
+        string='Options',
+        help='Comma-separated list of options (for Selection type).',
+    )
+    sequence = fields.Integer(
+        string='Sequence',
+        default=10,
+    )
+    uom = fields.Char(
+        string='Unit',
+        help='Unit label (e.g. °C, min, psi).',
+    )

fusion_plating/fusion_plating/models/fp_process_type.py

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

fusion_plating/fusion_plating/models/fp_rack.py

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

fusion_plating/fusion_plating/models/fp_tz.py

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

fusion_plating/fusion_plating/models/res_company.py

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