feat(fusion_claims): service-booking wizard live client search + address autocomplete

The wizard's dynamic fields were non-functional: the "Existing customer" box had
no search (no endpoint, no handler — the typed string was only sent on submit),
and address autocomplete never attached (google_address_autocomplete.js patches
FormController, which a client action is not).

Live client search:
- new jsonrpc endpoint /fusion_claims/service_booking/search_customers — searches
  res.partner (name/phone/email) and resolves a typed SO number to its partner.
- JS: debounced (250ms) onCustSearch -> .sb-cust-results dropdown; pickCustomer()
  sets state.partnerId + fills the contact, which action_book_from_wizard already
  consumes for cust_mode='existing'.
- FIELD-SAFE domain: res.partner has NO `mobile` field in Odoo 19 — referencing it
  raises ValueError and the swallowed exception made the search silently return
  nothing. Build the OR domain only over fields in Partner._fields. Smoke-tested on
  prod data ('25450'->1, '1 905-'->8).

Address autocomplete (wizard-local):
- component loads Google Places (key = ICP fusion_claims.google_maps_api_key, which
  IS configured on westin), attaches via useRef('root')+onMounted/onPatched to every
  input.sb-addr-input, writes street/city/lat/lng into reactive state. Fully guarded
  (per-input _sbAc, _addrStarted/_addrNoKey gate, .catch on both hooks) so a missing
  key degrades to manual entry and can never break render.

Verified: pyflakes clean, JS node --check, SCSS compiles, XML well-formed, dropdown
UI rendered against Bootstrap+compiled CSS. Documented in fusion_claims/CLAUDE.md §48.
Bump fusion_claims 19.0.9.6.0 -> 19.0.9.7.0.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

docs/superpowers/EXECUTE-technician-service-booking.md

@@ -0,0 +1,127 @@
+# KICKOFF BRIEF — Implement "Technician Service Booking & Auto-Quote" (hands-off)
+
+You are a fresh Claude Code session. **Implement this feature end-to-end, autonomously, from the
+plans below.** The design is already locked through brainstorming — **do NOT re-design or
+re-brainstorm.** Build it.
+
+---
+
+## 1. Mission
+
+Replace the raw `fusion.technician.task` booking modal with a polished **OWL "Book a Service"
+wizard** that: captures the client (incl. brand-new clients inline), books the technician task,
+prices the call-out from an **editable rate table**, and **auto-creates a draft repair Sale Order**
+— with correct, consistent timezone handling. Works in dark + light.
+
+## 2. Read these first, in order
+
+1. `K:\Github\Odoo-Modules\CLAUDE.md` (repo Odoo-19 rules) + the global `K:\Github\CLAUDE.md`.
+2. Spec: `docs/superpowers/specs/2026-06-03-technician-service-booking-design.md`
+3. **Plan 1** (do first): `docs/superpowers/plans/2026-06-03-service-rates-foundation-plan.md`
+4. **Plan 2** (do second): `docs/superpowers/plans/2026-06-03-service-booking-wizard-plan.md`
+5. UI source of truth (port its markup/CSS): `docs/superpowers/mockups/technician-booking-wizard.html`
+
+The plans are bite-sized (TDD, exact files, full code). They are the authority — follow them
+task-by-task. The spec/mockup are context.
+
+## 3. Method
+
+- Use the **`superpowers:subagent-driven-development`** skill (the plan headers require it). One
+  task at a time; write test → implement → verify → **commit per task** with the messages in the plan.
+- **Order: Plan 1 fully, then Plan 2** (Plan 2 consumes Plan 1's `fusion.service.rate`).
+- Before writing any model/view/OWL code, obey repo rule #1: **read the real reference from Docker
+  first** (`docker exec odoo-modsdev-app cat …` or, for the Enterprise classes, read the on-disk
+  source) — never code Odoo APIs from memory. The plans flag the specific signatures to confirm
+  (`_get_local_tz`, `_compute_datetimes`, `_calculate_travel_time`, real task field names like
+  `in_store`/`client_name`/`address_lat`, the `crm.tag` vs `sale.order` tag model).
+
+## 4. Branch
+
+```bash
+git -C K:\Github\Odoo-Modules checkout main
+git -C K:\Github\Odoo-Modules checkout -b claude/technician-service-booking
+```
+Create it **off `main`** — NOT off `claude/fusion-schedule-audit-fixes` (that branch has unrelated
+calendar-sync fixes). The spec/plans/mockup are already on disk under `docs/superpowers/`; keep them.
+
+## 5. Hard constraints (do not violate)
+
+- **Odoo 19 idioms** (from CLAUDE.md): declarative `models.Constraint` / `models.Index` (never
+  `_sql_constraints`); `group_ids` not `groups_id`; HTTP routes `type="jsonrpc"`; backend OWL uses
+  **standalone `rpc()`** from `@web/core/network/rpc` (not `useService("rpc")`), client action
+  `static props = ["*"]`; **dark mode** = branch on `$o-webclient-color-scheme` at SCSS compile
+  time and register the SCSS in **both** `web.assets_backend` **and** `web.assets_web_dark`; new
+  fields use the **`x_fc_`** prefix; **Canadian English**; any `message_post(body=…)` HTML wrapped
+  in `Markup()`.
+- **Enterprise-only:** `fusion_claims` pulls `ai` → it **cannot install on local Community
+  (`odoo-modsdev`)**. Do **not** attempt `-d modsdev -u fusion_claims`. (`fusion_tasks` alone may
+  install locally — the tz-fix test in Plan 2 Task 1 can be tried there; everything else is clone-only.)
+- **The design is LOCKED** — implement exactly §6 below; don't add scope or re-open decisions.
+
+## 6. Locked design (build exactly this)
+
+- **Time:** 12-hour **AM/PM** entry on the wizard (custom control — Odoo's native widget is 24h).
+  Fix the `fusion_tasks` tz bug: the `_inverse_datetime_*` methods must use `self._get_local_tz()`
+  (same resolver as `_compute_datetimes`), not `self.env.user.tz`.
+- **Client:** inline **new-client** (name / phone / email / address) on the page; **no forced SO**
+  (relax `fusion_claims` `_check_order_link` to a no-op); find-or-create the `res.partner` on save
+  (match by email then phone).
+- **View:** a **full OWL client action** wizard (complete design freedom), ported from the mockup,
+  dark + light.
+- **Pricing → SO:** pick service type → call-out fee → **auto draft repair `sale.order`** with the
+  call-out line **+ auto per-km line** for Rush/After-Hours (qty = `travel_distance_km × 2`,
+  $0.70/km). On-screen **estimate is UI-only** (labour/parts added later as actuals). Tag the SO
+  (`x_fc_is_service_repair` + a "Service Repair" tag).
+- **Rates are an editable table** — `fusion.service.rate` with a **Service Rates** menu. The card
+  only **seeds** it (`noupdate=1`). Pricing is read from this table, never hardcoded.
+- **Rate card seed:** Standard call $95 / Rush $120 / After-Hours $140; Lift & Elevating $160 /
+  **Rush $185** / **After-Hours $205** (the $185/$205 are *suggested* fills — seed them but they're
+  confirm-pending; leave a code comment). Labour: on-site $85, in-shop $75 (reuse existing `LABOR`
+  product), lift $110. Per-km $0.70 ×2-way. Delivery/setup: local $35 / outside $60 / rush $60+km /
+  lift-chair $120 / bed $120 / stairlift $300 / removal $300. **In-shop = no call-out, labour @ $75.**
+- **Module split:** the tz fix goes in **`fusion_tasks`**; everything else (rate model, products,
+  menu, resolver, SO builder, `action_book_from_wizard`, controller, OWL wizard, SCSS, entry point)
+  goes in **`fusion_claims`**.
+
+## 7. Verification (you probably can't reach the Enterprise clone — handle both cases)
+
+- **Always do (no Odoo needed):** after each Python file, run `python -m py_compile <file>` and
+  `python -m pyflakes <file>` (or `docker exec odoo-modsdev-app python3 -m pyflakes …`). **Fix every
+  warning you introduce.** This is your local gate.
+- **Full tests + smoke require a Westin Enterprise clone.** A one-command harness already exists:
+  `scripts/verify_service_booking.sh` (runs on the `odoo-westin` host: clones the DB, the
+  orphaned-tax-FK cleanup, stages the branch, `-u` + tests, PASS/FAIL; `--deploy` ships on green).
+  - If you have access to `odoo-westin`: push the branch, then run that script (verify-only first).
+  - If you do **not**: finish all code, ensure `py_compile`/`pyflakes` are clean, **commit the
+    branch task-by-task**, and clearly report **"clone-verification pending — run
+    `scripts/verify_service_booking.sh` on odoo-westin."** Do not fake a green test.
+- **Never deploy to prod yourself.** Leave `--deploy` to the human.
+
+## 8. Definition of done
+
+- [ ] Branch `claude/technician-service-booking` off `main`.
+- [ ] Plan 1 + Plan 2 implemented, **committed task-by-task** with the plans' commit messages.
+- [ ] `py_compile` + `pyflakes` clean on every touched `.py`.
+- [ ] OWL wizard renders the mockup layout in **both** light and dark bundles.
+- [ ] Either **clone-verified GREEN** via the script, **or** branch committed + verification
+      explicitly flagged pending (with the exact command to run).
+- [ ] A short final report: what was built, files changed, how to verify + deploy (`scripts/verify_service_booking.sh`),
+      and the one open business item (confirm Lift Rush/After-Hours $185/$205).
+
+## 9. Don't
+
+- Don't test on `odoo-modsdev` (Community — `fusion_claims` won't install).
+- Don't re-brainstorm or change the design in §6.
+- Don't hardcode prices (they live in `fusion.service.rate`).
+- Don't deploy to prod or run `--deploy` — hand that to the human.
+- Don't change the suggested $185/$205 silently — keep them, flag them confirm-pending.
+
+---
+
+### Optional: launch it headless
+
+```bash
+# from the repo root, on a machine with this checkout:
+claude -p "$(cat docs/superpowers/EXECUTE-technician-service-booking.md)" --permission-mode acceptEdits
+```
+…or just paste this file into a fresh Claude Code session and say "go".

docs/superpowers/mockups/technician-booking-wizard.html

@@ -0,0 +1,325 @@
+<!DOCTYPE html>
+<html lang="en" data-theme="light">
+<head>
+<meta charset="UTF-8">
+<meta name="viewport" content="width=device-width, initial-scale=1.0">
+<title>Book a Service — Mockup v2</title>
+<style>
+  :root, [data-theme="light"] {
+    --page:#eef0f3; --panel:#e6e9ed; --card:#ffffff; --border:#d8dadd;
+    --text:#1f2430; --muted:#6b7280; --faint:#9ca3af;
+    --field:#ffffff; --field-border:#cfd3d8; --field-focus:#3a8fb7;
+    --chip:#f1f4f7; --shadow:0 1px 3px rgba(16,24,40,.08),0 1px 2px rgba(16,24,40,.06);
+    --accent:#2e7aad; --accent-soft:#e8f2f8; --ok:#16a34a; --star:#f5b301; --money:#0f7d4e; --money-soft:#e7f6ee;
+  }
+  [data-theme="dark"] {
+    --page:#14161b; --panel:#1b1e24; --card:#22262d; --border:#343a42;
+    --text:#e7eaef; --muted:#9aa3af; --faint:#6b7480;
+    --field:#1a1d23; --field-border:#3a4049; --field-focus:#4aa3cf;
+    --chip:#2a2f37; --shadow:0 1px 3px rgba(0,0,0,.4);
+    --accent:#3a8fb7; --accent-soft:#19303d; --ok:#22c55e; --star:#f5b301; --money:#34d27f; --money-soft:#15281f;
+  }
+  * { box-sizing:border-box; }
+  body { margin:0; background:var(--page); color:var(--text);
+    font-family:'Inter','Helvetica Neue',Helvetica,Arial,system-ui,sans-serif; font-size:14px; }
+  .wrap { max-width:1000px; margin:24px auto; padding:0 18px; }
+  .dialog { background:var(--panel); border:1px solid var(--border); border-radius:16px;
+    box-shadow:0 12px 40px rgba(16,24,40,.16); overflow:hidden; }
+  .topbar { background:linear-gradient(135deg,#5ba848 0%,#3a8fb7 60%,#2e7aad 100%);
+    padding:17px 24px; display:flex; align-items:center; justify-content:space-between; color:#fff; }
+  .topbar h1 { font-size:19px; font-weight:700; margin:0; }
+  .topbar .sub { font-size:12.5px; opacity:.9; margin-top:2px; }
+  .theme-btn { background:rgba(255,255,255,.18); border:1px solid rgba(255,255,255,.35); color:#fff;
+    border-radius:20px; padding:6px 14px; font-size:12.5px; cursor:pointer; font-weight:600; }
+  .stepper { display:flex; gap:6px; padding:11px 24px; background:var(--panel); border-bottom:1px solid var(--border); flex-wrap:wrap; }
+  .step { font-size:11.5px; font-weight:600; color:var(--faint); padding:5px 13px; border-radius:20px; background:var(--chip); }
+  .step.active { color:#fff; background:linear-gradient(135deg,#3a8fb7,#2e7aad); }
+  .step.draft { margin-left:auto; color:var(--money); background:var(--money-soft); }
+
+  .body { padding:20px 24px 6px; }
+  .grid { display:grid; grid-template-columns:1fr 1fr; gap:16px; }
+  @media (max-width:780px){ .grid { grid-template-columns:1fr; } }
+  .card { background:var(--card); border:1px solid var(--border); border-radius:13px; padding:16px 17px; box-shadow:var(--shadow); }
+  .card.span2 { grid-column:1 / -1; }
+  .card h3 { margin:0 0 13px; font-size:11.5px; font-weight:700; letter-spacing:.7px; text-transform:uppercase;
+    color:var(--muted); display:flex; align-items:center; gap:7px; }
+  .card h3 .dot { width:7px; height:7px; border-radius:50%; background:linear-gradient(135deg,#5ba848,#2e7aad); }
+  .card h3 .tag { margin-left:auto; font-size:10px; font-weight:700; color:var(--money); background:var(--money-soft);
+    padding:2px 8px; border-radius:10px; letter-spacing:.3px; }
+
+  label.fl { display:block; font-size:12px; font-weight:600; color:var(--muted); margin:0 0 5px; }
+  .row { margin-bottom:12px; } .row:last-child { margin-bottom:0; }
+  .two { display:grid; grid-template-columns:1fr 1fr; gap:11px; }
+  .three { display:grid; grid-template-columns:1fr 1fr 1fr; gap:9px; }
+  input.f, select.f, textarea.f { width:100%; background:var(--field); color:var(--text); border:1px solid var(--field-border);
+    border-radius:9px; padding:9px 11px; font-size:13.5px; font-family:inherit; outline:none; transition:border .15s,box-shadow .15s; }
+  input.f:focus, select.f:focus, textarea.f:focus { border-color:var(--field-focus);
+    box-shadow:0 0 0 3px color-mix(in srgb, var(--field-focus) 22%, transparent); }
+  textarea.f { resize:vertical; min-height:56px; }
+  .hint { font-size:11px; color:var(--faint); margin-top:5px; }
+  .with-icon { position:relative; } .with-icon .pin { position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#5ba848; font-size:16px; }
+
+  .seg { display:inline-flex; background:var(--chip); border:1px solid var(--border); border-radius:9px; padding:3px; gap:3px; }
+  .seg button { border:none; background:transparent; color:var(--muted); font-weight:600; font-size:12.5px; padding:6px 14px;
+    border-radius:7px; cursor:pointer; font-family:inherit; }
+  .seg button.on { background:var(--card); color:var(--accent); box-shadow:var(--shadow); }
+  .seg.full { display:flex; } .seg.full button { flex:1; }
+
+  .timepick { display:inline-flex; align-items:stretch; gap:7px; }
+  .timepick select.f { width:auto; padding-right:24px; }
+  .ampm { display:inline-flex; background:var(--chip); border:1px solid var(--border); border-radius:9px; padding:3px; }
+  .ampm button { border:none; background:transparent; color:var(--muted); font-weight:700; font-size:12px; padding:6px 12px; border-radius:7px; cursor:pointer; }
+  .ampm button.on { background:var(--accent); color:#fff; }
+  .endtime { font-size:13px; color:var(--muted); margin-top:7px; } .endtime b { color:var(--text); }
+  .avail { display:inline-flex; align-items:center; gap:6px; font-size:11.5px; font-weight:600; color:var(--ok);
+    background:color-mix(in srgb,var(--ok) 14%,transparent); padding:3px 9px; border-radius:20px; margin-top:6px; }
+
+  .opt { display:flex; align-items:center; justify-content:space-between; padding:9px 0; border-bottom:1px solid var(--border); }
+  .opt:last-child { border-bottom:none; }
+  .opt .lab { font-size:13.5px; font-weight:500; } .opt .lab small { display:block; color:var(--faint); font-weight:400; font-size:11.5px; }
+  .sw { width:42px; height:24px; border-radius:20px; background:var(--field-border); position:relative; cursor:pointer; transition:background .15s; flex-shrink:0; }
+  .sw::after { content:''; position:absolute; width:18px; height:18px; border-radius:50%; background:#fff; top:3px; left:3px; transition:left .15s; box-shadow:0 1px 2px rgba(0,0,0,.3); }
+  .sw.on { background:var(--ok); } .sw.on::after { left:21px; }
+
+  /* fee readout inside Service & Pricing */
+  .feeline { display:flex; align-items:center; justify-content:space-between; background:var(--money-soft);
+    border:1px solid color-mix(in srgb,var(--money) 35%,transparent); border-radius:10px; padding:11px 14px; margin-top:4px; }
+  .feeline .lbl { font-size:12.5px; font-weight:600; color:var(--text); }
+  .feeline .lbl small { display:block; color:var(--faint); font-weight:400; font-size:11px; }
+  .feeline .amt { font-size:20px; font-weight:800; color:var(--money); }
+
+  /* ESTIMATE strip */
+  .estimate { grid-column:1/-1; background:var(--money-soft); border:1px solid color-mix(in srgb,var(--money) 40%,transparent);
+    border-left:5px solid var(--money); border-radius:13px; padding:15px 18px; display:flex; align-items:center; gap:20px; flex-wrap:wrap; }
+  .estimate .breakdown { display:flex; gap:18px; flex-wrap:wrap; flex:1; }
+  .estimate .bk { } .estimate .bk .k { font-size:10.5px; text-transform:uppercase; letter-spacing:.5px; color:var(--faint); }
+  .estimate .bk .v { font-size:15px; font-weight:700; margin-top:1px; }
+  .estimate .total { text-align:right; }
+  .estimate .total .k { font-size:11px; text-transform:uppercase; letter-spacing:.5px; color:var(--money); font-weight:700; }
+  .estimate .total .v { font-size:27px; font-weight:800; color:var(--money); line-height:1; }
+  .estimate .total .note { font-size:11px; color:var(--faint); margin-top:3px; }
+
+  .foot { display:flex; align-items:center; justify-content:flex-end; gap:11px; padding:16px 24px; background:var(--panel); border-top:1px solid var(--border); }
+  .foot .spacer { margin-right:auto; font-size:12px; color:var(--faint); }
+  .btn { border:none; border-radius:10px; padding:11px 18px; font-size:13.5px; font-weight:600; cursor:pointer; font-family:inherit; }
+  .btn.ghost { background:transparent; color:var(--muted); border:1px solid var(--border); }
+  .btn.primary { color:#fff; background:linear-gradient(135deg,#5ba848,#2e7aad); box-shadow:0 3px 10px color-mix(in srgb,#2e7aad 40%,transparent); }
+  .hide { display:none !important; }
+  .note { max-width:1000px; margin:14px auto 40px; padding:0 18px; color:var(--muted); font-size:12.5px; }
+  .note code { background:var(--chip); padding:1px 6px; border-radius:5px; }
+</style>
+</head>
+<body>
+<div class="wrap">
+  <div class="dialog">
+    <div class="topbar">
+      <div><h1>Book a Service</h1><div class="sub">Repair · delivery · pickup — captures the job and creates the priced repair order</div></div>
+      <button class="theme-btn" onclick="toggleTheme()">◐ Light / Dark</button>
+    </div>
+    <div class="stepper">
+      <span class="step active">Scheduled</span><span class="step">En Route</span>
+      <span class="step">In Progress</span><span class="step">Completed</span>
+      <span class="step draft">● Draft repair SO will be created</span>
+    </div>
+
+    <div class="body">
+      <div class="grid">
+        <!-- CUSTOMER -->
+        <div class="card">
+          <h3><span class="dot"></span>Customer</h3>
+          <div class="row">
+            <div class="seg full">
+              <button class="on" id="segExisting" onclick="custMode('existing')">Existing customer</button>
+              <button id="segNew" onclick="custMode('new')">New client</button>
+            </div>
+          </div>
+          <div id="custExisting">
+            <div class="row">
+              <label class="fl">Search by phone, name or SO</label>
+              <input class="f" placeholder="e.g. (416) 555-0142 …" value="(416) 555-0142 — Margaret Chen">
+              <div class="hint">Inbound call? Type the phone number — we match the contact &amp; their history.</div>
+            </div>
+          </div>
+          <div id="custNew" class="hide">
+            <div class="row two">
+              <div><label class="fl">Client name *</label><input class="f" placeholder="Full name"></div>
+              <div><label class="fl">Phone *</label><input class="f" placeholder="(416) 555-…"></div>
+            </div>
+            <div class="row"><label class="fl">Email</label><input class="f" type="email" placeholder="client@email.com"></div>
+            <div class="row"><label class="fl">Address</label>
+              <div class="with-icon"><input class="f" placeholder="Start typing an address…"><span class="pin">📍</span></div>
+            </div>
+            <div class="row three">
+              <div><label class="fl">Unit</label><input class="f" placeholder="#"></div>
+              <div><label class="fl">Buzz</label><input class="f" placeholder="—"></div>
+              <div><label class="fl">City</label><input class="f" placeholder="City"></div>
+            </div>
+            <div class="hint">Contact is created &amp; linked on save — all from this page.</div>
+          </div>
+        </div>
+
+        <!-- SERVICE & PRICING -->
+        <div class="card">
+          <h3><span class="dot"></span>Service &amp; Pricing<span class="tag">$ REVENUE</span></h3>
+          <div class="row two">
+            <div>
+              <label class="fl">Device being serviced</label>
+              <select class="f" id="device" onchange="onDevice()">
+                <option value="standard">Mobility Scooter</option>
+                <option value="standard">Powerchair</option>
+                <option value="standard">Wheelchair</option>
+                <option value="lift">Stairlift</option>
+                <option value="lift">Patient / Ceiling Lift</option>
+                <option value="standard">Lift Chair</option>
+                <option value="standard">Hospital Bed</option>
+                <option value="standard">Other</option>
+              </select>
+            </div>
+            <div>
+              <label class="fl">Issue / symptom</label>
+              <input class="f" placeholder="e.g. won't power on">
+            </div>
+          </div>
+          <div class="row" id="callTypeRow">
+            <label class="fl">Service call type</label>
+            <select class="f" id="callType" onchange="recalc()">
+              <option data-fee="95"  data-km="0">Standard Service Call — $95 (incl. 30 min labour)</option>
+              <option data-fee="160" data-km="0">Lift &amp; Elevating Service Call — $160 (incl. 30 min)</option>
+              <option data-fee="120" data-km="1">Rush Service Call — $120 + $0.70/km ×2-way</option>
+              <option data-fee="140" data-km="1">After-Hours Service Call — $140 + $0.70/km ×2-way</option>
+            </select>
+            <div class="hint">Auto-suggested from the device — change if needed.</div>
+          </div>
+          <div class="feeline" id="feeBox">
+            <div class="lbl">Call-out fee<small id="feeSub">Standard · includes 30 min labour</small></div>
+            <div class="amt" id="feeAmt">$95</div>
+          </div>
+          <div class="hint" id="inshopNote" style="display:none;">In-shop job — no call-out fee; labour billed at $75/hr.</div>
+        </div>
+
+        <!-- SCHEDULE -->
+        <div class="card">
+          <h3><span class="dot"></span>Schedule</h3>
+          <div class="row two">
+            <div><label class="fl">Date</label><input class="f" type="date" value="2026-06-03"></div>
+            <div><label class="fl">Duration</label>
+              <select class="f" id="dur" onchange="recalc();endTime()">
+                <option value="0.5">30 min</option><option value="1" selected>1 hour</option>
+                <option value="1.5">1.5 hours</option><option value="2">2 hours</option><option value="3">3 hours</option>
+              </select></div>
+          </div>
+          <div class="row">
+            <label class="fl">Start time</label>
+            <div class="timepick">
+              <select class="f" id="hh" onchange="endTime()"><option>9</option><option>10</option><option>11</option><option>12</option><option>1</option><option>2</option><option>3</option><option>4</option></select>
+              <select class="f" id="mm" onchange="endTime()"><option>:00</option><option>:15</option><option>:30</option><option>:45</option></select>
+              <div class="ampm"><button class="on" onclick="ampm(this)">AM</button><button onclick="ampm(this)">PM</button></div>
+            </div>
+            <div class="endtime">Ends at <b id="endlbl">10:00 AM</b> · your local time</div>
+          </div>
+          <div class="row">
+            <label class="fl">Technician</label>
+            <select class="f"><option>— Choose —</option><option selected>Dave Wilson</option><option>Priya Anand</option></select>
+            <span class="avail">● 3 open slots before 5:00 PM</span>
+          </div>
+        </div>
+
+        <!-- LOCATION -->
+        <div class="card">
+          <h3><span class="dot"></span>Location</h3>
+          <div class="opt" style="border:none; padding-top:0;">
+            <div class="lab">In-shop job<small>At the store — no call-out, labour @ $75/hr</small></div>
+            <div class="sw" id="inshopSw" onclick="toggleShop(this)"></div>
+          </div>
+          <div id="addrBlock">
+            <div class="row"><label class="fl">Job address</label>
+              <div class="with-icon"><input class="f" placeholder="Auto-fills from customer…" value="88 Bloor St E, Toronto"><span class="pin">📍</span></div>
+            </div>
+            <div class="row two">
+              <div><label class="fl">Unit / Suite</label><input class="f" placeholder="#"></div>
+              <div><label class="fl">Buzz code</label><input class="f" placeholder="—"></div>
+            </div>
+          </div>
+        </div>
+
+        <!-- JOB DETAILS -->
+        <div class="card span2">
+          <h3><span class="dot"></span>Job details</h3>
+          <div class="two">
+            <div class="row"><label class="fl">Work description</label><textarea class="f" placeholder="Symptom, what to check, history…"></textarea></div>
+            <div class="row"><label class="fl">Parts / materials to bring</label><textarea class="f" placeholder="Batteries, controller, casters…"></textarea></div>
+          </div>
+          <div class="opt"><div class="lab">Under manufacturer warranty<small>Parts not billed when covered</small></div><div class="sw" onclick="sw(this)"></div></div>
+          <div class="opt"><div class="lab">POD required<small>Capture proof of delivery on completion</small></div><div class="sw" onclick="sw(this)"></div></div>
+          <div class="opt"><div class="lab">Send client confirmation (email/SMS)<small>Booked · en-route · completed</small></div><div class="sw on" onclick="sw(this)"></div></div>
+          <div class="opt"><div class="lab">Request Google review after completion</div><div class="sw on" onclick="sw(this)"></div></div>
+        </div>
+
+        <!-- ESTIMATE -->
+        <div class="estimate">
+          <div class="breakdown">
+            <div class="bk"><div class="k">Call-out</div><div class="v" id="eCall">$95</div></div>
+            <div class="bk"><div class="k">Est. labour</div><div class="v" id="eLab">$85 · 1h</div></div>
+            <div class="bk" id="eKmBox" style="display:none;"><div class="k">Travel ($0.70/km ×2)</div><div class="v" id="eKm">$18</div></div>
+          </div>
+          <div class="total"><div class="k">Estimated total</div><div class="v" id="eTotal">$180</div>
+            <div class="note">+ parts as used · pre-tax · a draft SO is created</div></div>
+        </div>
+      </div>
+    </div>
+
+    <div class="foot">
+      <span class="spacer">Local time · America/Toronto · 13 km away</span>
+      <button class="btn ghost">Cancel</button>
+      <button class="btn primary">Book &amp; Create SO</button>
+    </div>
+  </div>
+</div>
+
+<div class="note">
+  Mockup v2 — demo-wired (theme, customer mode, device→call-type, in-shop, AM/PM, switches, live estimate).
+  Real build = an OWL client action; <b>Book &amp; Create SO</b> calls one server method that find-or-creates the
+  contact, creates the <code>fusion.technician.task</code> + a draft <code>sale.order</code> with the call-out line
+  (+ auto per-km for rush/after-hours, from the computed distance). Rate-card items are seeded as service products.
+  Toggle <b>◐</b> top-right for dark/light.
+</div>
+
+<script>
+  const DIST_2WAY = 26, KM_RATE = 0.70; // demo: 13km away, 2-way
+  let inshop=false, ap='AM';
+  function toggleTheme(){ const h=document.documentElement; h.dataset.theme=h.dataset.theme==='dark'?'light':'dark'; }
+  function custMode(m){ const ex=m==='existing';
+    segExisting.classList.toggle('on',ex); segNew.classList.toggle('on',!ex);
+    custExisting.classList.toggle('hide',!ex); custNew.classList.toggle('hide',ex); }
+  function onDevice(){ const cat=device.value; callType.selectedIndex = cat==='lift'?1:0; recalc(); }
+  function ampm(el){ [...el.parentNode.children].forEach(b=>b.classList.remove('on')); el.classList.add('on'); ap=el.textContent; endTime(); }
+  function sw(el){ el.classList.toggle('on'); }
+  function toggleShop(el){ el.classList.toggle('on'); inshop=el.classList.contains('on');
+    addrBlock.classList.toggle('hide',inshop); callTypeRow.classList.toggle('hide',inshop);
+    feeBox.classList.toggle('hide',inshop); inshopNote.style.display=inshop?'block':'none'; recalc(); }
+  function endTime(){ const h=+hh.value, m=+mm.value.replace(':',''), dur=+document.getElementById('dur').value;
+    let mins=((h%12)+(ap==='PM'?12:0))*60+m+dur*60;
+    let eh=Math.floor(mins/60)%24, em=mins%60; endlbl.textContent=(eh%12||12)+':'+String(em).padStart(2,'0')+' '+(eh>=12?'PM':'AM'); }
+  function money(n){ return '$'+n.toFixed(n%1?2:0); }
+  function recalc(){
+    const dur=+document.getElementById('dur').value;
+    const labRate = inshop?75:85;
+    let callout=0, km=0, sub='', kmFlag=false;
+    if(!inshop){ const o=callType.options[callType.selectedIndex];
+      callout=+o.dataset.fee; kmFlag=o.dataset.km==='1';
+      feeAmt.textContent=money(callout); feeSub.textContent=o.text.split('—')[0].trim()+(kmFlag?' · + travel':' · incl. 30 min labour');
+      if(kmFlag) km=DIST_2WAY*KM_RATE;
+    }
+    // labour: first 30 min included on standard/lift call (not rush/afterhours which are time-based but keep simple)
+    const incl = (!inshop && !kmFlag) ? 0.5 : 0;
+    const billLabHrs = Math.max(0, dur - incl);
+    const lab = billLabHrs*labRate;
+    eCall.textContent = inshop?'—':money(callout);
+    eLab.textContent = money(lab)+' · '+billLabHrs+'h @ $'+labRate;
+    eKmBox.style.display = kmFlag?'block':'none'; eKm.textContent=money(km);
+    eTotal.textContent = money(callout+lab+km);
+  }
+  endTime(); recalc();
+</script>
+</body>
+</html>

docs/superpowers/plans/2026-06-03-service-booking-wizard-plan.md

@@ -0,0 +1,737 @@
+# Service Booking Wizard + Auto-Quote — Implementation Plan (Plan 2 of 2)
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax.
+
+**Goal:** A polished OWL "Book a Service" wizard that captures the client (incl. new clients inline), books the technician task, prices the call-out from the Plan-1 rate table, and auto-creates a draft repair Sale Order — with a correct, consistent timezone conversion.
+
+**Architecture:** TZ fix in `fusion_tasks`; everything else in `fusion_claims` (it owns the SO + the `technician.task` SO-link + Plan 1's rates). A server method `action_book_from_wizard` does the work (contact + task + SO); an OWL client action is the UI and calls it through two `jsonrpc` controller routes. Pricing is read from `fusion.service.rate` (Plan 1) — never hardcoded.
+
+**Tech Stack:** Odoo 19 (ORM, `TransactionCase`), OWL (`@odoo/owl`, standalone `rpc` from `@web/core/network/rpc`, `registry.category("actions")`), SCSS branching on `$o-webclient-color-scheme`.
+
+**Depends on:** Plan 1 (`fusion.service.rate` + `get_callout`/`get_rate`). **Spec:** `…/specs/2026-06-03-technician-service-booking-design.md`. **Mockup (UI source of truth):** `…/mockups/technician-booking-wizard.html`.
+
+---
+
+## ⚠️ Testing reality
+
+`fusion_claims` is Enterprise-only → not installable on local Community. `TransactionCase` tests run on a **Westin Enterprise clone** (see Plan 1's testing note + repo `CLAUDE.md`). OWL UI has **no unit test** — verify by manual smoke on the clone browser. Pure-Python tasks (1–4) are TDD; the OWL task (5) is build-then-smoke.
+
+**Pre-flight (rule #1 — never code from memory):** before Tasks 1, 3, 4, read the real signatures:
+```bash
+docker exec odoo-dev-app sed -n '760,800p;975,1010p;2725,2775p' \
+  /mnt/extra-addons/fusion_tasks/models/technician_task.py
+```
+Confirm `_get_local_tz`, `_compute_datetimes`/inverses, `_calculate_travel_time(origin_lat, origin_lng)` (sets `travel_distance_km`), and `_quick_travel_time`.
+
+---
+
+## File structure
+
+| File | Responsibility |
+|---|---|
+| `fusion_tasks/models/technician_task.py` *(modify ~781-798)* | tz-consistent inverses |
+| `fusion_tasks/tests/test_task_tz.py` + `__init__.py` *(create)* | tz round-trip test |
+| `fusion_claims/models/technician_task.py` *(modify)* | relax `_check_order_link`; add `x_fc_service_call_type`; pricing resolver; SO builder; `action_book_from_wizard` |
+| `fusion_claims/models/sale_order.py` *(modify)* | `x_fc_is_service_repair` flag |
+| `fusion_claims/data/service_repair_data.xml` *(create)* | "Service Repair" CRM tag |
+| `fusion_claims/controllers/__init__.py` + `controllers/service_booking.py` *(create)* | `jsonrpc` refdata + submit routes |
+| `fusion_claims/__init__.py` *(modify)* | import controllers |
+| `fusion_claims/static/src/js/service_booking/service_booking.js` *(create)* | OWL client action |
+| `fusion_claims/static/src/xml/service_booking.xml` *(create)* | OWL template (ported from mockup) |
+| `fusion_claims/static/src/scss/_service_booking_tokens.scss` + `service_booking.scss` *(create)* | styles, dark/light |
+| `fusion_claims/views/service_booking_action.xml` *(create)* | `ir.actions.client` + menu |
+| `fusion_claims/__manifest__.py` *(modify)* | assets + data + version |
+| `fusion_claims/tests/test_service_booking.py` *(create)* | resolver, SO builder, booking method |
+
+---
+
+## Task 1: Timezone-consistent inverses (`fusion_tasks`)
+
+**Files:** Modify `fusion_tasks/models/technician_task.py`; create `fusion_tasks/tests/test_task_tz.py` (+ `tests/__init__.py` if absent).
+
+- [ ] **Step 1: Write the failing test**
+
+Create `fusion_tasks/tests/test_task_tz.py`:
+
+```python
+# -*- coding: utf-8 -*-
+from datetime import date
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestTaskTz(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.env.user.tz = 'America/Toronto'  # UTC-4 in summer
+        cls.task = cls.env['fusion.technician.task'].create({
+            'scheduled_date': date(2026, 6, 3),
+            'time_start': 9.0, 'time_end': 10.0,
+        })
+
+    def test_local_to_utc_compute(self):
+        # 9:00 local Toronto (DST, -4) -> 13:00 UTC stored
+        self.assertEqual(self.task.datetime_start.hour, 13)
+
+    def test_inverse_round_trips_with_same_tz(self):
+        # writing datetime_start back must recover the same local time_start
+        self.task.datetime_start = self.task.datetime_start  # force inverse
+        self.task.flush_recordset(['datetime_start'])
+        self.assertAlmostEqual(self.task.time_start, 9.0, places=2)
+```
+
+Register in `fusion_tasks/tests/__init__.py` (create if missing):
+
+```python
+from . import test_task_tz
+```
+
+If `fusion_tasks/tests/` doesn't exist, also add `'fusion_tasks/tests'` is auto-discovered — just ensure the `__init__.py` exists.
+
+- [ ] **Step 2: Run — verify it fails** (on the clone, `--test-tags /fusion_tasks.TestTaskTz`). Expected: `test_inverse_round_trips` FAILS if user.tz ≠ company-calendar tz, or passes spuriously if they're equal — set the company `resource_calendar_id.tz` to `America/Toronto` in `setUpClass` too if needed to expose the mismatch.
+
+- [ ] **Step 3: Fix the inverses**
+
+In `fusion_tasks/models/technician_task.py`, the two inverse methods currently use `pytz.timezone(self.env.user.tz or 'UTC')`. Change **both** to use the same resolver as `_compute_datetimes`:
+
+```python
+    def _inverse_datetime_start(self):
+        """When datetime_start changes (calendar drag), update date + time. Uses the
+        SAME tz resolver as _compute_datetimes so the round-trip is consistent."""
+        import pytz
+        user_tz = self._get_local_tz()
+        for task in self:
+            if task.datetime_start:
+                local_dt = pytz.utc.localize(task.datetime_start).astimezone(user_tz)
+                task.scheduled_date = local_dt.date()
+                task.time_start = local_dt.hour + local_dt.minute / 60.0
+
+    def _inverse_datetime_end(self):
+        import pytz
+        user_tz = self._get_local_tz()
+        for task in self:
+            if task.datetime_end:
+                local_dt = pytz.utc.localize(task.datetime_end).astimezone(user_tz)
+                task.time_end = local_dt.hour + local_dt.minute / 60.0
+```
+
+(Only the `user_tz = …` line changes in each — from `pytz.timezone(self.env.user.tz or 'UTC')` to `self._get_local_tz()`.)
+
+- [ ] **Step 4: Run — verify it passes** (`--test-tags /fusion_tasks.TestTaskTz`). Expected: PASS.
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add fusion_tasks/models/technician_task.py fusion_tasks/tests/test_task_tz.py fusion_tasks/tests/__init__.py
+git commit -m "fix(fusion_tasks): make datetime inverses use the same tz resolver as compute"
+```
+
+---
+
+## Task 2: Relax SO constraint + repair-SO identity (`fusion_claims`)
+
+**Files:** Modify `fusion_claims/models/technician_task.py`, `fusion_claims/models/sale_order.py`; create `fusion_claims/data/service_repair_data.xml`; modify `__manifest__.py`; test in `fusion_claims/tests/test_service_booking.py`.
+
+- [ ] **Step 1: Write the failing test**
+
+Create `fusion_claims/tests/test_service_booking.py`:
+
+```python
+# -*- coding: utf-8 -*-
+from datetime import date
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestServiceBooking(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Task = cls.env['fusion.technician.task']
+
+    def test_task_without_order_is_allowed(self):
+        # repair for a brand-new client: no SO/PO must NOT raise
+        t = self.Task.create({'task_type': 'repair', 'scheduled_date': date(2026, 6, 3)})
+        self.assertTrue(t.id)
+
+    def test_sale_order_has_service_repair_flag(self):
+        so = self.env['sale.order'].new({})
+        self.assertIn('x_fc_is_service_repair', so._fields)
+```
+
+Register in `fusion_claims/tests/__init__.py` (append): `from . import test_service_booking`.
+
+- [ ] **Step 2: Run — verify it fails** (`--test-tags /fusion_claims.TestServiceBooking`). Expected: `test_task_without_order_is_allowed` FAILS with the ValidationError from `_check_order_link`; `test_sale_order_has_service_repair_flag` FAILS (field missing).
+
+- [ ] **Step 3: Relax the constraint**
+
+In `fusion_claims/models/technician_task.py`, replace the body of `_check_order_link` so it no longer requires an order (the wizard auto-creates one; in-shop/walk-in legitimately have none):
+
+```python
+    @api.constrains('sale_order_id', 'purchase_order_id')
+    def _check_order_link(self):
+        # Relaxed 2026-06: service bookings auto-create their SO, and in-shop /
+        # walk-in tasks may have none. No order link is required anymore.
+        return
+```
+
+(Keep the method as a no-op rather than deleting it, so any external `super()`/override chains stay intact.)
+
+- [ ] **Step 4: Add the repair flag + tag**
+
+In `fusion_claims/models/sale_order.py`, add to the `sale.order` class:
+
+```python
+    x_fc_is_service_repair = fields.Boolean(
+        string='Service Repair', copy=False,
+        help='Auto-created from the technician service booking wizard.',
+    )
+```
+
+Create `fusion_claims/data/service_repair_data.xml`:
+
+```xml
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <record id="tag_service_repair" model="crm.tag">
+            <field name="name">Service Repair</field>
+        </record>
+    </data>
+</odoo>
+```
+
+Register it in `__manifest__.py` `data` (after the service-rate data from Plan 1):
+
+```python
+        'data/service_repair_data.xml',
+```
+
+> `crm.tag` requires the `sale_crm`/`crm` dependency. If `fusion_claims` doesn't pull `crm`, use `sale.order.tag` — verify which tag model exists: `docker exec odoo-dev-app odoo shell -d westin-v19-ratetest -c "print('crm.tag' in env, 'sale.order' in env)"`. Default to `crm.tag` (Westin has CRM); fall back to skipping the tag and relying on the boolean flag if neither is clean.
+
+- [ ] **Step 5: Run — verify it passes.** Expected: both tests PASS.
+
+- [ ] **Step 6: Commit**
+
+```bash
+git add fusion_claims/models/technician_task.py fusion_claims/models/sale_order.py \
+        fusion_claims/data/service_repair_data.xml fusion_claims/__manifest__.py \
+        fusion_claims/tests/test_service_booking.py fusion_claims/tests/__init__.py
+git commit -m "feat(fusion_claims): allow order-less tasks + service-repair SO flag/tag"
+```
+
+---
+
+## Task 3: `x_fc_service_call_type` + pricing resolver + SO builder (`fusion_claims`)
+
+**Files:** Modify `fusion_claims/models/technician_task.py`; test in `test_service_booking.py`.
+
+- [ ] **Step 1: Write the failing test** (append to `TestServiceBooking`):
+
+```python
+    def test_resolve_service_lines_standard_rush(self):
+        Task = self.Task
+        lines = Task._resolve_service_lines('standard', 'rush', in_shop=False, distance_km=10.0)
+        # call-out $120 + per-km line qty 20 @ $0.70
+        callout = [l for l in lines if l['price_unit'] == 120.0]
+        per_km = [l for l in lines if l['name_is_km']]
+        self.assertTrue(callout)
+        self.assertEqual(per_km[0]['product_uom_qty'], 20.0)
+        self.assertEqual(per_km[0]['price_unit'], 0.70)
+
+    def test_resolve_service_lines_in_shop_empty_callout(self):
+        lines = self.Task._resolve_service_lines('standard', 'normal', in_shop=True, distance_km=5.0)
+        self.assertEqual(lines, [])
+
+    def test_build_service_so(self):
+        partner = self.env['res.partner'].create({'name': 'Walk-in Wanda'})
+        so = self.Task._build_service_so(partner, 'standard', 'normal', False, 0.0)
+        self.assertEqual(so.state, 'draft')
+        self.assertTrue(so.x_fc_is_service_repair)
+        self.assertEqual(so.partner_id, partner)
+        self.assertEqual(so.order_line[0].price_unit, 95.0)
+```
+
+- [ ] **Step 2: Run — verify it fails** (methods undefined).
+
+- [ ] **Step 3: Add the field + resolver + builder**
+
+In `fusion_claims/models/technician_task.py`, add the field to the class:
+
+```python
+    x_fc_service_call_type = fields.Char(
+        string='Service Call Type',
+        help='Rate code resolved by the booking wizard (e.g. callout_standard_rush).',
+    )
+```
+
+Add these methods (model methods; rely on Plan 1's `fusion.service.rate`):
+
+```python
+    @api.model
+    def _resolve_service_lines(self, category, timing, in_shop, distance_km):
+        """Return a list of sale.order.line vals dicts for a service booking,
+        priced from fusion.service.rate. Empty when in-shop (labour-only, added later)."""
+        Rate = self.env['fusion.service.rate']
+        lines = []
+        callout = Rate.get_callout(category, timing, in_shop=in_shop)
+        if not callout:
+            return lines
+        lines.append({
+            'product_id': callout.product_id.id,
+            'name': callout.name,
+            'product_uom_qty': 1.0,
+            'price_unit': callout.price,
+            'name_is_km': False,
+        })
+        if callout.adds_per_km and distance_km:
+            per_km = Rate.get_rate('per_km')
+            if per_km:
+                lines.append({
+                    'product_id': per_km.product_id.id,
+                    'name': '%s — %.1f km × 2-way' % (per_km.name, distance_km),
+                    'product_uom_qty': round(distance_km * 2.0, 1),
+                    'price_unit': per_km.price,
+                    'name_is_km': True,
+                })
+        return lines
+
+    @api.model
+    def _build_service_so(self, partner, category, timing, in_shop, distance_km):
+        """Create a draft repair sale.order with the resolved call-out (+per-km) lines."""
+        line_vals = self._resolve_service_lines(category, timing, in_shop, distance_km)
+        order_lines = [(0, 0, {k: v for k, v in l.items() if k != 'name_is_km'}) for l in line_vals]
+        so_vals = {
+            'partner_id': partner.id,
+            'x_fc_is_service_repair': True,
+            'order_line': order_lines,
+        }
+        tag = self.env.ref('fusion_claims.tag_service_repair', raise_if_not_found=False)
+        if tag and 'tag_ids' in self.env['sale.order']._fields:
+            so_vals['tag_ids'] = [(4, tag.id)]
+        return self.env['sale.order'].create(so_vals)
+```
+
+> The `name_is_km` key is a test-only marker stripped before create. If `sale.order` has no `tag_ids` (no CRM), the guard skips the tag.
+
+- [ ] **Step 4: Run — verify it passes.**
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add fusion_claims/models/technician_task.py fusion_claims/tests/test_service_booking.py
+git commit -m "feat(fusion_claims): service pricing resolver + draft-SO builder from rate table"
+```
+
+---
+
+## Task 4: `action_book_from_wizard` + controller routes (`fusion_claims`)
+
+**Files:** Modify `fusion_claims/models/technician_task.py`; create `fusion_claims/controllers/__init__.py`, `controllers/service_booking.py`; modify `fusion_claims/__init__.py`; test in `test_service_booking.py`.
+
+- [ ] **Step 1: Write the failing test** (append):
+
+```python
+    def test_action_book_creates_contact_task_and_so(self):
+        payload = {
+            'cust_mode': 'new',
+            'customer': {'name': 'Nina New', 'phone': '4165550199', 'email': 'nina@x.com',
+                         'street': '88 Bloor St E', 'city': 'Toronto'},
+            'category': 'standard', 'timing': 'normal', 'in_shop': False,
+            'device': 'scooter', 'issue': "won't power on",
+            'date': '2026-06-03', 'time_start': 9.0, 'duration_hr': 1.0,
+            'technician_id': False, 'description': 'check battery',
+        }
+        res = self.Task.action_book_from_wizard(payload)
+        self.assertTrue(res['task_id'] and res['order_id'])
+        task = self.Task.browse(res['task_id'])
+        self.assertEqual(task.sale_order_id.id, res['order_id'])
+        self.assertEqual(task.sale_order_id.order_line[0].price_unit, 95.0)
+        partner = self.env['res.partner'].search([('email', '=ilike', 'nina@x.com')], limit=1)
+        self.assertTrue(partner)
+```
+
+- [ ] **Step 2: Run — verify it fails.**
+
+- [ ] **Step 3: Implement `action_book_from_wizard`**
+
+Add to `fusion_claims/models/technician_task.py` (read the travel method first — pre-flight). Distance: create the task, run its travel calc to populate `travel_distance_km`, read it for the per-km line, then attach the SO:
+
+```python
+    @api.model
+    def action_book_from_wizard(self, payload):
+        """Single entry point for the OWL booking wizard:
+        resolve/create contact -> create task -> compute distance -> build SO -> link."""
+        Partner = self.env['res.partner']
+        # 1. contact
+        cust = payload.get('customer') or {}
+        if payload.get('cust_mode') == 'new':
+            partner = False
+            email = (cust.get('email') or '').strip()
+            phone = (cust.get('phone') or '').strip()
+            if email:
+                partner = Partner.search([('email', '=ilike', email)], limit=1)
+            if not partner and phone:
+                partner = Partner.search([('phone', '=', phone)], limit=1)
+            if not partner:
+                partner = Partner.create({
+                    'name': cust.get('name') or 'Walk-in',
+                    'phone': phone or False, 'email': email or False,
+                    'street': cust.get('street') or False, 'city': cust.get('city') or False,
+                })
+        else:
+            partner = Partner.browse(int(payload.get('partner_id'))) if payload.get('partner_id') else Partner
+
+        category = payload.get('category', 'standard')
+        timing = payload.get('timing', 'normal')
+        in_shop = bool(payload.get('in_shop'))
+
+        # 2. task
+        dur = float(payload.get('duration_hr') or 1.0)
+        t_start = float(payload.get('time_start') or 9.0)
+        task_vals = {
+            'task_type': 'repair',
+            'scheduled_date': payload.get('date'),
+            'time_start': t_start, 'time_end': t_start + dur, 'duration_hours': dur,
+            'in_store': in_shop,
+            'x_fc_service_call_type': '%s_%s' % (category, timing),
+            'description': payload.get('description') or payload.get('issue') or '',
+        }
+        if payload.get('technician_id'):
+            task_vals['technician_id'] = int(payload['technician_id'])
+        if partner:
+            task_vals['client_name'] = partner.name
+            task_vals['client_phone'] = partner.phone or False
+        task = self.create(task_vals)
+
+        # 3. distance (km) for per-km, if the rate adds it and the job has a location
+        distance_km = 0.0
+        callout = self.env['fusion.service.rate'].get_callout(category, timing, in_shop=in_shop)
+        if callout and callout.adds_per_km and not in_shop and task.address_lat and task.address_lng:
+            try:
+                task._calculate_travel_time(task.address_lat, task.address_lng)  # sets travel_distance_km
+                distance_km = task.travel_distance_km or 0.0
+            except Exception:
+                distance_km = 0.0
+
+        # 4. SO + link
+        order = self._build_service_so(partner, category, timing, in_shop, distance_km) if partner else False
+        if order:
+            task.sale_order_id = order.id
+        return {'task_id': task.id, 'order_id': order.id if order else False}
+```
+
+> Verify field names against the model during the pre-flight read: `in_store` vs `in_shop`, `client_name`/`client_phone`, `address_lat`/`address_lng`, `technician_id`. Adjust the vals keys to the real field names (the screenshot shows In-Store, Client Name/Phone, Task Address). If `_calculate_travel_time` needs a different origin, pass the shop/technician start coords instead.
+
+- [ ] **Step 4: Create the controller**
+
+Create `fusion_claims/controllers/__init__.py`:
+
+```python
+from . import service_booking
+```
+
+Create `fusion_claims/controllers/service_booking.py`:
+
+```python
+# -*- coding: utf-8 -*-
+from odoo import http
+from odoo.http import request
+
+
+class ServiceBookingController(http.Controller):
+
+    @http.route('/fusion_claims/service_booking/refdata', type='jsonrpc', auth='user')
+    def refdata(self, **kw):
+        env = request.env
+        techs = env['res.users'].search([('x_fc_is_field_staff', '=', True)]) \
+            if 'x_fc_is_field_staff' in env['res.users']._fields else env['res.users'].search([])
+        rates = env['fusion.service.rate'].search([('rate_kind', '=', 'callout'), ('active', '=', True)])
+        per_km = env['fusion.service.rate'].get_rate('per_km')
+        def labour(code):
+            r = env['fusion.service.rate'].get_rate(code)
+            return r.price if r else 0.0
+        return {
+            'technicians': [{'id': t.id, 'name': t.name} for t in techs],
+            'callout_rates': [{
+                'code': r.code, 'category': r.category, 'timing': r.timing,
+                'name': r.name, 'price': r.price, 'adds_per_km': r.adds_per_km,
+            } for r in rates],
+            'per_km': per_km.price if per_km else 0.70,
+            'labour': {'onsite': labour('labour_onsite'), 'inshop': labour('labour_inshop'),
+                       'lift': labour('labour_lift')},
+        }
+
+    @http.route('/fusion_claims/service_booking/submit', type='jsonrpc', auth='user')
+    def submit(self, payload=None, **kw):
+        try:
+            return request.env['fusion.technician.task'].action_book_from_wizard(payload or {})
+        except Exception as e:
+            return {'error': str(e)}
+```
+
+Modify `fusion_claims/__init__.py` (append):
+
+```python
+from . import controllers
+```
+
+- [ ] **Step 5: Run — verify it passes** (`--test-tags /fusion_claims.TestServiceBooking`). Also `pyflakes` the controller: `docker exec odoo-dev-app python3 -m pyflakes /mnt/extra-addons/fusion_claims/controllers/service_booking.py`.
+
+- [ ] **Step 6: Commit**
+
+```bash
+git add fusion_claims/models/technician_task.py fusion_claims/controllers/ fusion_claims/__init__.py fusion_claims/tests/test_service_booking.py
+git commit -m "feat(fusion_claims): action_book_from_wizard + jsonrpc booking routes"
+```
+
+---
+
+## Task 5: OWL booking wizard + SCSS (`fusion_claims`)
+
+**Files:** create `static/src/js/service_booking/service_booking.js`, `static/src/xml/service_booking.xml`, `static/src/scss/_service_booking_tokens.scss`, `static/src/scss/service_booking.scss`; modify `__manifest__.py` (assets). **No unit test — manual smoke.**
+
+- [ ] **Step 1: Write the OWL component**
+
+Create `fusion_claims/static/src/js/service_booking/service_booking.js`:
+
+```javascript
+/** @odoo-module **/
+import { Component, useState, onWillStart } 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 ServiceBookingWizard extends Component {
+    static template = "fusion_claims.ServiceBookingWizard";
+    static props = ["*"];
+
+    setup() {
+        this.action = useService("action");
+        this.notification = useService("notification");
+        this.state = useState({
+            custMode: "existing", customer: {name:"",phone:"",email:"",street:"",unit:"",buzz:"",city:""},
+            partnerId: false, soSearch: "",
+            device: "standard", category: "standard", timing: "normal", inShop: false, issue: "",
+            date: "", hour: 9, minute: 0, ampm: "AM", durationHr: 1.0, technicianId: false,
+            warranty: false, pod: false, emailConfirm: true, googleReview: true,
+            description: "", materials: "",
+            technicians: [], calloutRates: [], perKm: 0.70,
+            labour: {onsite:85, inshop:75, lift:110}, distanceKm: 13, saving: false,
+        });
+        onWillStart(async () => {
+            const r = await rpc("/fusion_claims/service_booking/refdata", {});
+            Object.assign(this.state, {
+                technicians: r.technicians, calloutRates: r.callout_rates,
+                perKm: r.per_km, labour: r.labour,
+            });
+        });
+    }
+    get callout() {
+        if (this.state.inShop) return null;
+        return this.state.calloutRates.find(
+            r => r.category === this.state.category && r.timing === this.state.timing) || null;
+    }
+    get labourRate() {
+        if (this.state.inShop) return this.state.labour.inshop;
+        return this.state.category === "lift" ? this.state.labour.lift : this.state.labour.onsite;
+    }
+    get estimate() {
+        const c = this.callout;
+        const callout = c ? c.price : 0;
+        const incl = (c && !c.adds_per_km) ? 0.5 : 0;
+        const billHr = Math.max(0, this.state.durationHr - incl);
+        const labour = billHr * this.labourRate;
+        const km = (c && c.adds_per_km) ? this.state.distanceKm * 2 * this.state.perKm : 0;
+        return { callout, labour, billHr, km, total: callout + labour + km, addsKm: !!(c && c.adds_per_km) };
+    }
+    get endLabel() {
+        let h = (this.state.hour % 12) + (this.state.ampm === "PM" ? 12 : 0);
+        let m = h * 60 + this.state.minute + this.state.durationHr * 60;
+        let eh = Math.floor(m / 60) % 24, em = m % 60, ap = eh >= 12 ? "PM" : "AM";
+        return `${eh % 12 || 12}:${String(em).padStart(2, "0")} ${ap}`;
+    }
+    onDevice(ev) { this.state.device = ev.target.value; this.state.category = ev.target.value === "lift" ? "lift" : "standard"; }
+    setCust(m) { this.state.custMode = m; }
+    setTiming(t) { this.state.timing = t; }
+    setAmpm(v) { this.state.ampm = v; }
+    toggleInShop() { this.state.inShop = !this.state.inShop; }
+    _timeStartFloat() { return (this.state.hour % 12) + (this.state.ampm === "PM" ? 12 : 0) + this.state.minute / 60; }
+
+    async submit() {
+        if (this.state.saving) return;
+        const s = this.state;
+        if (s.custMode === "new" && (!s.customer.name || !s.customer.phone)) {
+            this.notification.add("Client name and phone are required.", { type: "danger" }); return;
+        }
+        s.saving = true;
+        const payload = {
+            cust_mode: s.custMode, customer: s.customer, partner_id: s.partnerId, so_search: s.soSearch,
+            category: s.category, timing: s.timing, in_shop: s.inShop, device: s.device, issue: s.issue,
+            date: s.date, time_start: this._timeStartFloat(), duration_hr: s.durationHr,
+            technician_id: s.technicianId, warranty: s.warranty, pod: s.pod,
+            email_confirm: s.emailConfirm, google_review: s.googleReview,
+            description: s.description, materials: s.materials,
+        };
+        try {
+            const res = await rpc("/fusion_claims/service_booking/submit", { payload });
+            if (res.error) { this.notification.add(res.error, { type: "danger" }); s.saving = false; return; }
+            this.notification.add("Service booked — draft repair SO created.", { type: "success" });
+            this.action.doAction({
+                type: "ir.actions.act_window", res_model: "fusion.technician.task",
+                res_id: res.task_id, views: [[false, "form"]], target: "current",
+            });
+        } catch (e) {
+            this.notification.add("Booking failed: " + (e.message || e), { type: "danger" });
+            s.saving = false;
+        }
+    }
+}
+registry.category("actions").add("fusion_claims.service_booking", ServiceBookingWizard);
+```
+
+- [ ] **Step 2: Write the OWL template** — port the mockup
+
+Create `fusion_claims/static/src/xml/service_booking.xml` with `<t t-name="fusion_claims.ServiceBookingWizard">`. **Port each section from the mockup** (`docs/superpowers/mockups/technician-booking-wizard.html`) converting static HTML → OWL bindings, per this exact mapping:
+
+| Mockup element | OWL binding |
+|---|---|
+| `class="theme-btn"` | *remove* — Odoo handles dark/light via the bundle (Step 4) |
+| Customer `Existing/New` seg buttons | `t-att-class="{on: state.custMode==='existing'}"` + `t-on-click="() => setCust('existing')"` |
+| New-client inputs | `t-model="state.customer.name"` etc. (name, phone, email, street, unit, buzz, city) |
+| `<select id="device">` | `t-on-change="onDevice"` (options: scooter/powerchair/wheelchair→standard, stairlift/lift→lift, …) |
+| `<select id="callType">` | render from `state.calloutRates` with `t-foreach`; bind selection to category+timing |
+| timing seg | `t-on-click` → `setTiming('normal'|'rush'|'afterhours')` |
+| `feeAmt` / `eCall`/`eLab`/`eKm`/`eTotal` | `t-esc="estimate.callout"` etc. (format with a `fmt(n)` helper or `t-out`) |
+| in-shop switch | `t-att-class="{on: state.inShop}"` + `t-on-click="toggleInShop"` |
+| AM/PM buttons | `t-on-click` → `setAmpm('AM'|'PM')`; hour/minute `t-model.number` |
+| `endlbl` | `t-esc="endLabel"` |
+| technician `<select>` | `t-foreach="state.technicians"` + `t-model.number="state.technicianId"` |
+| switches (warranty/pod/email/review) | `t-att-class="{on: state.warranty}"` + `t-on-click="() => state.warranty = !state.warranty"` |
+| footer `Book & Create SO` | `t-on-click="submit"` `t-att-disabled="state.saving"` |
+
+Keep the mockup's class names so the SCSS (Step 3) applies unchanged. Wrap the root in `<div class="o_service_booking">…</div>`.
+
+- [ ] **Step 3: Port the SCSS (dark/light)**
+
+Create `fusion_claims/static/src/scss/_service_booking_tokens.scss` — the mockup's `:root`/`[data-theme]` token values, converted to the repo's compile-time branch (per `CLAUDE.md` dark-mode rule):
+
+```scss
+$o-webclient-color-scheme: bright !default;
+
+$_page:#eef0f3; $_panel:#e6e9ed; $_card:#ffffff; $_border:#d8dadd; $_text:#1f2430;
+$_muted:#6b7280; $_field:#ffffff; $_money:#0f7d4e; $_money-soft:#e7f6ee; // …copy the rest from the mockup :root
+
+@if $o-webclient-color-scheme == dark {
+    $_page:#14161b !global; $_panel:#1b1e24 !global; $_card:#22262d !global; $_border:#343a42 !global;
+    $_text:#e7eaef !global; $_muted:#9aa3af !global; $_field:#1a1d23 !global;
+    $_money:#34d27f !global; $_money-soft:#15281f !global; // …copy the dark values from the mockup [data-theme="dark"]
+}
+
+.o_service_booking {
+    --sb-page:#{$_page}; --sb-panel:#{$_panel}; --sb-card:#{$_card}; --sb-border:#{$_border};
+    --sb-text:#{$_text}; --sb-muted:#{$_muted}; --sb-field:#{$_field};
+    --sb-money:#{$_money}; --sb-money-soft:#{$_money-soft}; /* …rest */
+}
+```
+
+Create `fusion_claims/static/src/scss/service_booking.scss` — the mockup's component CSS, scoped under `.o_service_booking` and using the `--sb-*` vars instead of the mockup's `--page` etc. (mechanical rename). Drop the `.theme-btn` rule.
+
+- [ ] **Step 4: Register assets** in `__manifest__.py`:
+
+```python
+    'assets': {
+        'web.assets_backend': [
+            # … existing entries …
+            'fusion_claims/static/src/scss/_service_booking_tokens.scss',
+            'fusion_claims/static/src/scss/service_booking.scss',
+            'fusion_claims/static/src/js/service_booking/service_booking.js',
+            'fusion_claims/static/src/xml/service_booking.xml',
+        ],
+        'web.assets_web_dark': [
+            # dark bundle recompiles the same tokens with the dark scheme
+            'fusion_claims/static/src/scss/_service_booking_tokens.scss',
+            'fusion_claims/static/src/scss/service_booking.scss',
+        ],
+    },
+```
+
+- [ ] **Step 5: Smoke (manual, on the clone)**
+
+`-u fusion_claims`, hard-refresh. Trigger the action (Task 6) → the wizard renders; toggle a user dark-mode profile to confirm the dark bundle; book a new client → task form opens, draft SO exists with the right call-out line.
+
+- [ ] **Step 6: Commit**
+
+```bash
+git add fusion_claims/static/ fusion_claims/__manifest__.py
+git commit -m "feat(fusion_claims): OWL service-booking wizard + dark/light SCSS"
+```
+
+---
+
+## Task 6: Entry point + version bump
+
+**Files:** create `fusion_claims/views/service_booking_action.xml`; modify `__manifest__.py`.
+
+- [ ] **Step 1: Create the client action + menu**
+
+Create `fusion_claims/views/service_booking_action.xml`:
+
+```xml
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="action_service_booking_wizard" model="ir.actions.client">
+        <field name="name">Book a Service</field>
+        <field name="tag">fusion_claims.service_booking</field>
+    </record>
+
+    <menuitem id="menu_service_booking"
+              name="Book a Service"
+              parent="PARENT_MENU_XMLID"
+              action="action_service_booking_wizard"
+              sequence="1"/>
+</odoo>
+```
+
+Use the same Field-Service menu parent identified in Plan 1 Task 4 Step 2 (e.g. the technician-task app menu). Register in `__manifest__.py` `data` after the views.
+
+- [ ] **Step 2: Bump version** in `__manifest__.py` (e.g. `19.0.9.3.0` → `19.0.9.4.0`).
+
+- [ ] **Step 3: Full upgrade + all tests** (clone): `--test-tags /fusion_claims,/fusion_tasks`. Expected: all PASS.
+
+- [ ] **Step 4: End-to-end smoke (clone browser)** — *Book a Service* menu → existing customer path (SO search prefill) and new-client path; confirm task + draft repair SO + correct call-out; rush/after-hours adds the per-km line; reschedule lands at the right local time (Task 1).
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add fusion_claims/views/service_booking_action.xml fusion_claims/__manifest__.py
+git commit -m "feat(fusion_claims): Book a Service entry point + version bump"
+```
+
+---
+
+## Self-Review (done while writing)
+
+- **Spec coverage:** tz fix §8 ✓ (T1); constraint relax §6.3 ✓ (T2); repair-SO flag/tag §6.3 ✓ (T2); resolver reads rate table §7 ✓ (T3); SO builder + per-km §7 ✓ (T3); `action_book_from_wizard` (contact→task→distance→SO) §5 ✓ (T4); OWL wizard + dark/light SCSS §5 ✓ (T5); entry point §11 ✓ (T6). Estimate-as-UI-only §9 ✓ (component `estimate` getter, not written to SO).
+- **Placeholders:** none for logic. Two deliberate lookups — the menu parent xmlid (T6/Plan-1) and the field-name verification in T4 (real "read the model first" per rule #1), both concrete actions, not vague TODOs. The template/SCSS port references the **mockup** (a complete existing artifact) with an explicit element→binding mapping — concrete, not "similar to".
+- **Type/name consistency:** `_resolve_service_lines(category, timing, in_shop, distance_km)` and `_build_service_so(partner, category, timing, in_shop, distance_km)` match across T3 tests, T4 caller, and the controller. Rate codes (`callout_standard_rush`, `per_km`, `labour_onsite/inshop/lift`) match Plan 1's seed. Controller routes `/fusion_claims/service_booking/{refdata,submit}` match the OWL `rpc()` calls. `action_book_from_wizard` return shape `{task_id, order_id}` matches the component's `res.task_id`.
+- **Flagged for execution:** verify real task field names in T4 (`in_store`/`client_name`/`address_lat`…) and the `crm.tag` vs `sale.order` tag model in T2 — both have explicit verify steps.
+
+---
+
+## Execution Handoff
+
+Both plans are written:
+- **Plan 1** — `…/plans/2026-06-03-service-rates-foundation-plan.md`
+- **Plan 2** — this file.
+
+**Order:** Plan 1 → Plan 2 (Plan 2 consumes Plan 1's rate table). First move the work to a dedicated branch: `git checkout -b claude/technician-service-booking` (off `main`, *not* the fusion_schedule-fix branch).
+
+Two execution options (per the writing-plans skill):
+1. **Subagent-Driven (recommended)** — a fresh subagent per task, reviewed between tasks. Best given the Enterprise-clone test loop.
+2. **Inline Execution** — execute tasks in this session with checkpoints.
+
+**Caveat:** verification requires the Westin Enterprise clone (no local Community install). Plan to run the test/smoke steps there.

docs/superpowers/plans/2026-06-03-service-rates-foundation-plan.md

@@ -0,0 +1,718 @@
+# Service Rates Foundation — Implementation Plan (Plan 1 of 2)
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** Add an editable `fusion.service.rate` table (the Westin rate card, admin-managed from a **Service Rates** menu) that the booking wizard (Plan 2) will price from.
+
+**Architecture:** A new `fusion.service.rate` model in `fusion_claims` (owns SO + products). Each row holds an editable `price` and links to a `product.product` (for SO-line description/tax/account). Seeded once (`noupdate=1`) from the rate card; admins own it thereafter. Two resolver methods (`get_callout`, `get_rate`) are the read API for Plan 2.
+
+**Tech Stack:** Odoo 19 (Python ORM, declarative `models.Constraint`, XML data/views, `TransactionCase`).
+
+**Spec:** `docs/superpowers/specs/2026-06-03-technician-service-booking-design.md` (§3, §6.1).
+
+---
+
+## ⚠️ Testing reality (read before executing)
+
+`fusion_claims` is **Enterprise-only** (depends `ai`) → it **cannot install on local `odoo-modsdev` (Community)**. Tests here are real `TransactionCase` tests but they run on a **Westin Enterprise clone** (see the repo `CLAUDE.md` *Westin Prod — Clone-Verify* section). Canonical run on the clone host:
+
+```bash
+docker exec odoo-dev-app odoo -d westin-v19-ratetest --test-enable --test-tags /fusion_claims \
+  -u fusion_claims --stop-after-init --no-http --workers 0 --log-level=test \
+  --db_host db --db_user odoo --db_password 'DevSecure2025!' 2>&1 | tail -60
+```
+
+Where a step says "Run the test", it means *on the clone*. If the clone isn't available during a step, verify the logic via `odoo shell -d <clone>` instead and check the box once confirmed. **Do not** attempt `-d modsdev` (it can't install the module).
+
+---
+
+## File structure
+
+| File | Responsibility |
+|---|---|
+| `fusion_claims/models/service_rate.py` *(create)* | `fusion.service.rate` model: fields, unique-code constraint, `get_callout` / `get_rate` resolvers |
+| `fusion_claims/models/__init__.py` *(modify)* | import `service_rate` |
+| `fusion_claims/data/service_rate_products.xml` *(create)* | seed `product.product` service products (one per rate) — `noupdate=1` |
+| `fusion_claims/data/service_rate_data.xml` *(create)* | seed `fusion.service.rate` rows linking the products — `noupdate=1` |
+| `fusion_claims/views/service_rate_views.xml` *(create)* | list + form + action + **Service Rates** menu |
+| `fusion_claims/security/ir.model.access.csv` *(modify)* | ACL: read for users, full for system/managers |
+| `fusion_claims/__manifest__.py` *(modify)* | register the 3 new data/view files; bump version |
+| `fusion_claims/tests/test_service_rate.py` *(create)* | model + resolver + seed tests |
+| `fusion_claims/tests/__init__.py` *(modify)* | import the test |
+
+---
+
+## Task 1: `fusion.service.rate` model + resolvers
+
+**Files:**
+- Create: `fusion_claims/models/service_rate.py`
+- Modify: `fusion_claims/models/__init__.py`
+- Test: `fusion_claims/tests/test_service_rate.py`, `fusion_claims/tests/__init__.py`
+
+- [ ] **Step 1: Write the failing test**
+
+Create `fusion_claims/tests/test_service_rate.py`:
+
+```python
+# -*- coding: utf-8 -*-
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestServiceRate(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Rate = cls.env['fusion.service.rate']
+        cls.product = cls.env['product.product'].create({
+            'name': 'Test Service Product', 'type': 'service',
+        })
+
+    def _make(self, **kw):
+        vals = dict(name='Rate', code='c1', rate_kind='callout', category='standard',
+                    timing='normal', product_id=self.product.id, price=95.0, unit='fixed')
+        vals.update(kw)
+        return self.Rate.create(vals)
+
+    def test_get_callout_matches_category_and_timing(self):
+        r = self._make(code='callout_standard_normal', category='standard', timing='normal', price=95.0)
+        self._make(code='callout_lift_normal', category='lift', timing='normal', price=160.0)
+        self.assertEqual(self.Rate.get_callout('standard', 'normal'), r)
+
+    def test_get_callout_in_shop_returns_empty(self):
+        self._make(code='callout_standard_normal_b')
+        self.assertFalse(self.Rate.get_callout('standard', 'normal', in_shop=True))
+
+    def test_get_rate_by_code(self):
+        r = self._make(code='per_km', rate_kind='travel', category='na', timing='na', unit='per_km', price=0.70)
+        self.assertEqual(self.Rate.get_rate('per_km'), r)
+
+    def test_code_must_be_unique(self):
+        self._make(code='dup')
+        with self.assertRaises(Exception):
+            self._make(code='dup')
+            self.env.flush_all()
+```
+
+Register it in `fusion_claims/tests/__init__.py` (append):
+
+```python
+from . import test_service_rate
+```
+
+- [ ] **Step 2: Run the test — verify it fails**
+
+Run (on the clone): the canonical command above with `--test-tags /fusion_claims.TestServiceRate`.
+Expected: FAIL — `KeyError: 'fusion.service.rate'` (model does not exist yet).
+
+- [ ] **Step 3: Create the model**
+
+Create `fusion_claims/models/service_rate.py`:
+
+```python
+# -*- coding: utf-8 -*-
+from odoo import api, fields, models
+
+
+class FusionServiceRate(models.Model):
+    _name = 'fusion.service.rate'
+    _description = 'Field Service Rate'
+    _order = 'sequence, rate_kind, category, timing'
+
+    name = fields.Char(string='Name', required=True)
+    code = fields.Char(
+        string='Code', required=True, index=True,
+        help='Stable code used by the booking engine, e.g. callout_standard_normal, per_km.',
+    )
+    rate_kind = fields.Selection([
+        ('callout', 'Service Call-out'),
+        ('labour', 'Labour'),
+        ('travel', 'Travel / per-km'),
+        ('delivery', 'Delivery / Pickup'),
+        ('other', 'Other'),
+    ], string='Kind', required=True, default='callout')
+    category = fields.Selection([
+        ('standard', 'Standard'),
+        ('lift', 'Lift & Elevating'),
+        ('na', 'N/A'),
+    ], string='Category', default='na')
+    timing = fields.Selection([
+        ('normal', 'Normal'),
+        ('rush', 'Rush'),
+        ('afterhours', 'After-Hours'),
+        ('na', 'N/A'),
+    ], string='Timing', default='na')
+    in_shop = fields.Boolean(string='In-Shop')
+    product_id = fields.Many2one(
+        'product.product', string='Invoice Product', required=True, ondelete='restrict',
+        help='Product used on the sale-order line (description, tax, income account).',
+    )
+    price = fields.Monetary(
+        string='Rate', required=True, currency_field='currency_id',
+        help='Editable price used on the SO line and the on-screen estimate.',
+    )
+    currency_id = fields.Many2one(
+        'res.currency', string='Currency',
+        default=lambda self: self.env.company.currency_id,
+    )
+    unit = fields.Selection([
+        ('fixed', 'Flat'),
+        ('per_hour', 'Per hour'),
+        ('per_km', 'Per km'),
+    ], string='Unit', required=True, default='fixed')
+    adds_per_km = fields.Boolean(
+        string='Adds per-km travel',
+        help='Call-outs billed as $X + per-km × 2-way (rush / after-hours).',
+    )
+    included_labour_min = fields.Integer(
+        string='Included labour (min)', default=0,
+        help='Free labour minutes bundled into a service call (e.g. 30).',
+    )
+    active = fields.Boolean(string='Active', default=True)
+    sequence = fields.Integer(string='Sequence', default=10)
+
+    _unique_code = models.Constraint(
+        'UNIQUE(code)',
+        'A service-rate code must be unique.',
+    )
+
+    @api.model
+    def get_callout(self, category, timing, in_shop=False):
+        """Active call-out rate for category+timing. Empty recordset when in-shop."""
+        if in_shop:
+            return self.browse()
+        return self.search([
+            ('rate_kind', '=', 'callout'),
+            ('category', '=', category),
+            ('timing', '=', timing),
+        ], limit=1)
+
+    @api.model
+    def get_rate(self, code):
+        """Active rate row by code (e.g. 'per_km', 'labour_onsite')."""
+        return self.search([('code', '=', code)], limit=1)
+```
+
+Add to `fusion_claims/models/__init__.py` (append a line near the other imports):
+
+```python
+from . import service_rate
+```
+
+- [ ] **Step 4: Run the test — verify it passes**
+
+Run (on the clone) with `--test-tags /fusion_claims.TestServiceRate`.
+Expected: PASS (4 tests). If `test_code_must_be_unique` errors instead of failing cleanly, the unique constraint is firing — that is the pass condition (it raises).
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add fusion_claims/models/service_rate.py fusion_claims/models/__init__.py \
+        fusion_claims/tests/test_service_rate.py fusion_claims/tests/__init__.py
+git commit -m "feat(fusion_claims): add fusion.service.rate model + resolvers"
+```
+
+---
+
+## Task 2: Seed the service-rate products
+
+**Files:**
+- Create: `fusion_claims/data/service_rate_products.xml`
+- Modify: `fusion_claims/__manifest__.py`
+
+Products back each rate row (SO line description/tax/account). UoM: hour for labour, unit for everything else (per-km uses `unit` with qty = km×2 — avoids a custom km UoM). Taxes are **not** set here (matches the existing `LABOR` product convention — taxes applied per-DB by an admin).
+
+- [ ] **Step 1: Create the product seed data**
+
+Create `fusion_claims/data/service_rate_products.xml`:
+
+```xml
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- Call-outs (unit) -->
+        <record id="product_callout_standard_normal" model="product.template">
+            <field name="name">Service Call — Standard</field>
+            <field name="default_code">SVC-STD</field>
+            <field name="type">service</field>
+            <field name="list_price">95.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_standard_rush" model="product.template">
+            <field name="name">Service Call — Standard Rush</field>
+            <field name="default_code">SVC-STD-RUSH</field>
+            <field name="type">service</field>
+            <field name="list_price">120.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_standard_afterhours" model="product.template">
+            <field name="name">Service Call — Standard After-Hours</field>
+            <field name="default_code">SVC-STD-AH</field>
+            <field name="type">service</field>
+            <field name="list_price">140.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_lift_normal" model="product.template">
+            <field name="name">Service Call — Lift &amp; Elevating</field>
+            <field name="default_code">SVC-LIFT</field>
+            <field name="type">service</field>
+            <field name="list_price">160.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_lift_rush" model="product.template">
+            <field name="name">Service Call — Lift &amp; Elevating Rush</field>
+            <field name="default_code">SVC-LIFT-RUSH</field>
+            <field name="type">service</field>
+            <field name="list_price">185.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_lift_afterhours" model="product.template">
+            <field name="name">Service Call — Lift &amp; Elevating After-Hours</field>
+            <field name="default_code">SVC-LIFT-AH</field>
+            <field name="type">service</field>
+            <field name="list_price">205.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <!-- Labour (hour) -->
+        <record id="product_labour_onsite" model="product.template">
+            <field name="name">Labour — On-Site</field>
+            <field name="default_code">LAB-ONSITE</field>
+            <field name="type">service</field>
+            <field name="list_price">85.00</field>
+            <field name="uom_id" ref="uom.product_uom_hour"/>
+            <field name="uom_po_id" ref="uom.product_uom_hour"/>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_labour_lift" model="product.template">
+            <field name="name">Labour — Lift &amp; Elevating</field>
+            <field name="default_code">LAB-LIFT</field>
+            <field name="type">service</field>
+            <field name="list_price">110.00</field>
+            <field name="uom_id" ref="uom.product_uom_hour"/>
+            <field name="uom_po_id" ref="uom.product_uom_hour"/>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <!-- Travel (unit; qty = km × 2) -->
+        <record id="product_per_km" model="product.template">
+            <field name="name">Travel — per km (2-way)</field>
+            <field name="default_code">SVC-KM</field>
+            <field name="type">service</field>
+            <field name="list_price">0.70</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <!-- Delivery / pickup (unit) -->
+        <record id="product_delivery_local" model="product.template">
+            <field name="name">Delivery / Pickup — Local</field>
+            <field name="default_code">DEL-LOCAL</field>
+            <field name="type">service</field><field name="list_price">35.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_delivery_outside" model="product.template">
+            <field name="name">Delivery / Pickup — Outside Local Area</field>
+            <field name="default_code">DEL-OUT</field>
+            <field name="type">service</field><field name="list_price">60.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_delivery_rush" model="product.template">
+            <field name="name">Rush Pickup / Delivery</field>
+            <field name="default_code">DEL-RUSH</field>
+            <field name="type">service</field><field name="list_price">60.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_setup_liftchair" model="product.template">
+            <field name="name">Lift Chair — Delivery &amp; Set-up</field>
+            <field name="default_code">SETUP-LIFTCHAIR</field>
+            <field name="type">service</field><field name="list_price">120.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_setup_hospitalbed" model="product.template">
+            <field name="name">Hospital Bed — Delivery &amp; Set-up</field>
+            <field name="default_code">SETUP-BED</field>
+            <field name="type">service</field><field name="list_price">120.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_setup_stairlift" model="product.template">
+            <field name="name">Stairlift — Delivery &amp; Set-up</field>
+            <field name="default_code">SETUP-STAIRLIFT</field>
+            <field name="type">service</field><field name="list_price">300.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_removal_stairlift" model="product.template">
+            <field name="name">Stairlift — Removal</field>
+            <field name="default_code">RMV-STAIRLIFT</field>
+            <field name="type">service</field><field name="list_price">300.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+    </data>
+</odoo>
+```
+
+- [ ] **Step 2: Register in the manifest**
+
+In `fusion_claims/__manifest__.py`, add to the `data` list **immediately after** `'data/product_labor_data.xml'`:
+
+```python
+        'data/service_rate_products.xml',
+```
+
+- [ ] **Step 3: Verify load (on the clone)**
+
+Run: `docker exec odoo-dev-app odoo -d westin-v19-ratetest -u fusion_claims --stop-after-init --no-http --workers 0 --db_host db --db_user odoo --db_password 'DevSecure2025!' 2>&1 | tail -20`
+Expected: no error; module upgraded. (No test yet — products are referenced by Task 3's data.)
+
+- [ ] **Step 4: Commit**
+
+```bash
+git add fusion_claims/data/service_rate_products.xml fusion_claims/__manifest__.py
+git commit -m "feat(fusion_claims): seed service-rate products"
+```
+
+---
+
+## Task 3: Seed the rate rows
+
+**Files:**
+- Create: `fusion_claims/data/service_rate_data.xml`
+- Modify: `fusion_claims/__manifest__.py`
+- Test: `fusion_claims/tests/test_service_rate.py`
+
+`product.template` external IDs from Task 2 resolve to a `product.product` via `.product_variant_id`. In data XML, reference the variant with `ref="product_callout_standard_normal_product_template"`? No — simplest is to point `product_id` at the template's variant using the template's xmlid is not valid for a `product.product` m2o. Use a tiny Python step instead: a `post_init`-style noupdate is awkward for m2o-to-variant. **Approach:** reference the product *variant* created automatically. Odoo creates `product.product` for each template; its xmlid is `<template_xmlid>_product_variant`? It is **not** auto-created. So we set `product_id` by searching on `default_code` in a noupdate `function`. Keep it simple and deterministic:
+
+- [ ] **Step 1: Write the failing test (seed assertions)**
+
+Append to `fusion_claims/tests/test_service_rate.py`:
+
+```python
+    def test_seeded_callouts_exist(self):
+        # standard normal $95, lift after-hours $205 are the canonical seeds
+        std = self.env.ref('fusion_claims.rate_callout_standard_normal')
+        self.assertEqual(std.price, 95.0)
+        self.assertEqual(std.rate_kind, 'callout')
+        self.assertTrue(std.product_id)
+        lift_ah = self.env.ref('fusion_claims.rate_callout_lift_afterhours')
+        self.assertEqual(lift_ah.price, 205.0)
+        self.assertTrue(lift_ah.adds_per_km)
+
+    def test_seeded_per_km(self):
+        km = self.env['fusion.service.rate'].get_rate('per_km')
+        self.assertTrue(km)
+        self.assertEqual(km.unit, 'per_km')
+        self.assertEqual(km.price, 0.70)
+```
+
+- [ ] **Step 2: Run — verify it fails**
+
+Run with `--test-tags /fusion_claims.TestServiceRate`.
+Expected: FAIL — `ValueError: External ID not found: fusion_claims.rate_callout_standard_normal`.
+
+- [ ] **Step 3: Create the rate seed data**
+
+Create `fusion_claims/data/service_rate_data.xml`. Each rate's `product_id` is set with `eval` that resolves the template's variant at load time:
+
+```xml
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- CALL-OUTS -->
+        <record id="rate_callout_standard_normal" model="fusion.service.rate">
+            <field name="name">Standard Service Call</field>
+            <field name="code">callout_standard_normal</field>
+            <field name="rate_kind">callout</field><field name="category">standard</field>
+            <field name="timing">normal</field><field name="unit">fixed</field>
+            <field name="included_labour_min">30</field><field name="price">95.0</field>
+            <field name="product_id" ref="product_callout_standard_normal_product_variant"/>
+            <field name="sequence">10</field>
+        </record>
+        <record id="rate_callout_standard_rush" model="fusion.service.rate">
+            <field name="name">Rush Service Call (Standard)</field>
+            <field name="code">callout_standard_rush</field>
+            <field name="rate_kind">callout</field><field name="category">standard</field>
+            <field name="timing">rush</field><field name="unit">fixed</field>
+            <field name="adds_per_km" eval="True"/><field name="price">120.0</field>
+            <field name="product_id" ref="product_callout_standard_rush_product_variant"/>
+            <field name="sequence">11</field>
+        </record>
+        <record id="rate_callout_standard_afterhours" model="fusion.service.rate">
+            <field name="name">After-Hours Service Call (Standard)</field>
+            <field name="code">callout_standard_afterhours</field>
+            <field name="rate_kind">callout</field><field name="category">standard</field>
+            <field name="timing">afterhours</field><field name="unit">fixed</field>
+            <field name="adds_per_km" eval="True"/><field name="price">140.0</field>
+            <field name="product_id" ref="product_callout_standard_afterhours_product_variant"/>
+            <field name="sequence">12</field>
+        </record>
+        <record id="rate_callout_lift_normal" model="fusion.service.rate">
+            <field name="name">Lift &amp; Elevating Service Call</field>
+            <field name="code">callout_lift_normal</field>
+            <field name="rate_kind">callout</field><field name="category">lift</field>
+            <field name="timing">normal</field><field name="unit">fixed</field>
+            <field name="included_labour_min">30</field><field name="price">160.0</field>
+            <field name="product_id" ref="product_callout_lift_normal_product_variant"/>
+            <field name="sequence">20</field>
+        </record>
+        <record id="rate_callout_lift_rush" model="fusion.service.rate">
+            <field name="name">Lift &amp; Elevating Rush Call</field>
+            <field name="code">callout_lift_rush</field>
+            <field name="rate_kind">callout</field><field name="category">lift</field>
+            <field name="timing">rush</field><field name="unit">fixed</field>
+            <field name="adds_per_km" eval="True"/><field name="price">185.0</field>
+            <field name="product_id" ref="product_callout_lift_rush_product_variant"/>
+            <field name="sequence">21</field>
+        </record>
+        <record id="rate_callout_lift_afterhours" model="fusion.service.rate">
+            <field name="name">Lift &amp; Elevating After-Hours Call</field>
+            <field name="code">callout_lift_afterhours</field>
+            <field name="rate_kind">callout</field><field name="category">lift</field>
+            <field name="timing">afterhours</field><field name="unit">fixed</field>
+            <field name="adds_per_km" eval="True"/><field name="price">205.0</field>
+            <field name="product_id" ref="product_callout_lift_afterhours_product_variant"/>
+            <field name="sequence">22</field>
+        </record>
+
+        <!-- LABOUR -->
+        <record id="rate_labour_onsite" model="fusion.service.rate">
+            <field name="name">Labour — On-Site</field><field name="code">labour_onsite</field>
+            <field name="rate_kind">labour</field><field name="category">standard</field>
+            <field name="timing">na</field><field name="unit">per_hour</field><field name="price">85.0</field>
+            <field name="product_id" ref="product_labour_onsite_product_variant"/><field name="sequence">30</field>
+        </record>
+        <record id="rate_labour_lift" model="fusion.service.rate">
+            <field name="name">Labour — Lift &amp; Elevating</field><field name="code">labour_lift</field>
+            <field name="rate_kind">labour</field><field name="category">lift</field>
+            <field name="timing">na</field><field name="unit">per_hour</field><field name="price">110.0</field>
+            <field name="product_id" ref="product_labour_lift_product_variant"/><field name="sequence">31</field>
+        </record>
+        <record id="rate_labour_inshop" model="fusion.service.rate">
+            <field name="name">Labour — In-Shop</field><field name="code">labour_inshop</field>
+            <field name="rate_kind">labour</field><field name="category">na</field><field name="in_shop" eval="True"/>
+            <field name="timing">na</field><field name="unit">per_hour</field><field name="price">75.0</field>
+            <field name="product_id" ref="product_labor_hourly_product_variant"/><field name="sequence">32</field>
+        </record>
+
+        <!-- TRAVEL -->
+        <record id="rate_per_km" model="fusion.service.rate">
+            <field name="name">Travel — per km (2-way)</field><field name="code">per_km</field>
+            <field name="rate_kind">travel</field><field name="category">na</field>
+            <field name="timing">na</field><field name="unit">per_km</field><field name="price">0.70</field>
+            <field name="product_id" ref="product_per_km_product_variant"/><field name="sequence">40</field>
+        </record>
+
+        <!-- DELIVERY / PICKUP -->
+        <record id="rate_delivery_local" model="fusion.service.rate">
+            <field name="name">Delivery / Pickup — Local</field><field name="code">delivery_local</field>
+            <field name="rate_kind">delivery</field><field name="category">na</field><field name="timing">na</field>
+            <field name="unit">fixed</field><field name="price">35.0</field>
+            <field name="product_id" ref="product_delivery_local_product_variant"/><field name="sequence">50</field>
+        </record>
+        <record id="rate_delivery_outside" model="fusion.service.rate">
+            <field name="name">Delivery / Pickup — Outside Local Area</field><field name="code">delivery_outside</field>
+            <field name="rate_kind">delivery</field><field name="category">na</field><field name="timing">na</field>
+            <field name="unit">fixed</field><field name="price">60.0</field>
+            <field name="product_id" ref="product_delivery_outside_product_variant"/><field name="sequence">51</field>
+        </record>
+        <record id="rate_setup_stairlift" model="fusion.service.rate">
+            <field name="name">Stairlift — Delivery &amp; Set-up</field><field name="code">setup_stairlift</field>
+            <field name="rate_kind">delivery</field><field name="category">lift</field><field name="timing">na</field>
+            <field name="unit">fixed</field><field name="price">300.0</field>
+            <field name="product_id" ref="product_setup_stairlift_product_variant"/><field name="sequence">52</field>
+        </record>
+    </data>
+</odoo>
+```
+
+> **Note on `_product_variant` refs:** Odoo auto-creates the `product.product` for a single-variant `product.template` and assigns it the external ID `<template_xmlid>_product_variant`. This is the supported way to reference the variant from data XML. (The existing in-shop labour reuses `product_labor_hourly` from `product_labor_data.xml`, hence `product_labor_hourly_product_variant`.) If a `_product_variant` ref ever fails to resolve on your DB, the fallback is to set `product_id` via `eval="obj().env.ref('fusion_claims.product_xxx').product_variant_id.id"` — but try the `_product_variant` ref first.
+
+Register in `fusion_claims/__manifest__.py`, **immediately after** `'data/service_rate_products.xml'`:
+
+```python
+        'data/service_rate_data.xml',
+```
+
+- [ ] **Step 4: Run the test — verify it passes**
+
+Run with `--test-tags /fusion_claims.TestServiceRate` (the `-u fusion_claims` reload loads the seed first).
+Expected: PASS (all tests incl. `test_seeded_callouts_exist`, `test_seeded_per_km`).
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add fusion_claims/data/service_rate_data.xml fusion_claims/__manifest__.py fusion_claims/tests/test_service_rate.py
+git commit -m "feat(fusion_claims): seed service-rate rows from the rate card"
+```
+
+---
+
+## Task 4: Security ACL + Service Rates views & menu
+
+**Files:**
+- Modify: `fusion_claims/security/ir.model.access.csv`
+- Create: `fusion_claims/views/service_rate_views.xml`
+- Modify: `fusion_claims/__manifest__.py`
+
+- [ ] **Step 1: Add the ACL rows**
+
+Append to `fusion_claims/security/ir.model.access.csv`:
+
+```csv
+access_fusion_service_rate_user,fusion.service.rate.user,model_fusion_service_rate,base.group_user,1,0,0,0
+access_fusion_service_rate_manager,fusion.service.rate.manager,model_fusion_service_rate,base.group_system,1,1,1,1
+```
+
+(Users read rates — the wizard needs that; system/managers edit. If `fusion_claims` defines a sales-manager group, swap the second row's group for it during review.)
+
+- [ ] **Step 2: Find the parent menu**
+
+Run: `grep -n "menuitem" fusion_claims/views/*.xml fusion_tasks/views/*.xml | grep -i "id=" | head -40`
+Pick the appropriate Configuration/root menu for "Service Rates" (e.g. the fusion_claims app root or a Field-Service config menu). Record its full xmlid (e.g. `fusion_claims.menu_fusion_claims_config` or `sale.menu_sale_config`). Use it as `parent=` in Step 3.
+
+- [ ] **Step 3: Create the views**
+
+Create `fusion_claims/views/service_rate_views.xml` (replace `PARENT_MENU_XMLID` with the id found in Step 2):
+
+```xml
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="fusion_service_rate_view_list" model="ir.ui.view">
+        <field name="name">fusion.service.rate.list</field>
+        <field name="model">fusion.service.rate</field>
+        <field name="arch" type="xml">
+            <list string="Service Rates" editable="bottom">
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="code"/>
+                <field name="rate_kind"/>
+                <field name="category"/>
+                <field name="timing"/>
+                <field name="in_shop"/>
+                <field name="unit"/>
+                <field name="price"/>
+                <field name="currency_id" column_invisible="1"/>
+                <field name="adds_per_km"/>
+                <field name="product_id"/>
+                <field name="active" widget="boolean_toggle"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="fusion_service_rate_view_form" model="ir.ui.view">
+        <field name="name">fusion.service.rate.form</field>
+        <field name="model">fusion.service.rate</field>
+        <field name="arch" type="xml">
+            <form string="Service Rate">
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field name="name" placeholder="e.g. Standard Service Call"/></h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="code"/>
+                            <field name="rate_kind"/>
+                            <field name="category"/>
+                            <field name="timing"/>
+                            <field name="in_shop"/>
+                        </group>
+                        <group>
+                            <field name="price"/>
+                            <field name="currency_id" invisible="1"/>
+                            <field name="unit"/>
+                            <field name="adds_per_km"/>
+                            <field name="included_labour_min"/>
+                            <field name="product_id"/>
+                            <field name="active"/>
+                        </group>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_fusion_service_rate" model="ir.actions.act_window">
+        <field name="name">Service Rates</field>
+        <field name="res_model">fusion.service.rate</field>
+        <field name="view_mode">list,form</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">Define your field-service rate card</p>
+            <p>Call-out fees, labour, per-km and delivery charges used by the service booking wizard.</p>
+        </field>
+    </record>
+
+    <menuitem id="menu_fusion_service_rate"
+              name="Service Rates"
+              parent="PARENT_MENU_XMLID"
+              action="action_fusion_service_rate"
+              sequence="90"/>
+</odoo>
+```
+
+Register in `fusion_claims/__manifest__.py` `data` list, **after** `'views/res_config_settings_views.xml'` (or near the other views):
+
+```python
+        'views/service_rate_views.xml',
+```
+
+- [ ] **Step 4: Verify load + menu (on the clone)**
+
+Run the `-u fusion_claims --stop-after-init` command; expected: no error.
+Then in `odoo shell -d westin-v19-ratetest`: `env.ref('fusion_claims.action_fusion_service_rate')` resolves; `env['fusion.service.rate'].search_count([])` ≥ 14. `env.cr.rollback()`.
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add fusion_claims/security/ir.model.access.csv fusion_claims/views/service_rate_views.xml fusion_claims/__manifest__.py
+git commit -m "feat(fusion_claims): Service Rates menu, list (inline-edit) + form + ACL"
+```
+
+---
+
+## Task 5: Version bump + final verify
+
+**Files:** Modify `fusion_claims/__manifest__.py`
+
+- [ ] **Step 1: Bump version**
+
+In `fusion_claims/__manifest__.py`, bump `'version'` (e.g. `19.0.9.2.0` → `19.0.9.3.0`).
+
+- [ ] **Step 2: Full upgrade + test run (on the clone)**
+
+Run the canonical test command (`--test-tags /fusion_claims.TestServiceRate`). Expected: all PASS, module upgraded, no warnings about the new data files.
+
+- [ ] **Step 3: Manual smoke (browser, on the clone)**
+
+Open *Service Rates* menu → confirm 14+ rows, prices editable inline, a new row can be added and saved. Toggle one `active` off and back.
+
+- [ ] **Step 4: Commit**
+
+```bash
+git add fusion_claims/__manifest__.py
+git commit -m "chore(fusion_claims): bump version for service-rate foundation"
+```
+
+---
+
+## Self-Review (done while writing)
+
+- **Spec coverage:** §6.1 model fields ✓ (Task 1), seed products ✓ (Task 2), seed rows incl. $185/$205 + per-km + labour + delivery ✓ (Task 3), Service Rates menu/views/ACL ✓ (Task 4), §3 values as seed ✓. Resolver API (`get_callout`/`get_rate`) ✓ (Task 1) — consumed by Plan 2.
+- **Placeholders:** none — every step has full code. The one deliberate lookup is the menu parent (Task 4 Step 2), which is a real "find the xmlid" action, not a vague TODO.
+- **Type/name consistency:** `get_callout(category, timing, in_shop)` and `get_rate(code)` signatures match the tests and the seed codes (`callout_standard_normal`, `per_km`, `labour_inshop` reusing `product_labor_hourly`). Rate `code`s match across data + tests.
+- **Gap noted for Plan 2:** the `_product_variant` external-ID convention (Task 3 note) — Plan 2's SO builder uses `rate.product_id` directly, so it's unaffected.
+
+---
+
+## Execution Handoff
+
+This is **Plan 1 of 2**. **Plan 2** (booking wizard: tz fix, constraint relax, pricing resolver consuming `get_callout`/`get_rate`, SO builder, `action_book_from_wizard`, OWL wizard + SCSS, entry point) will be written next and depends on this.
+
+Before executing: move this work to a dedicated branch (e.g. `claude/technician-service-booking`) — it's currently alongside the unrelated fusion_schedule fixes.

docs/superpowers/specs/2026-06-03-technician-service-booking-design.md

@@ -0,0 +1,172 @@
+# Technician Service Booking & Auto-Quote — Design Spec
+
+**Date:** 2026-06-03
+**Modules:** `fusion_tasks` (booking wizard, task, time/tz), `fusion_claims` (SO link, rate-card products, SO creation)
+**Status:** Draft for review
+**Mockup:** `docs/superpowers/mockups/technician-booking-wizard.html` (v2)
+
+---
+
+## 1. Problem & Goal
+
+Operators booking a technician service today use the raw `fusion.technician.task` form in a modal. Three problems:
+
+1. **Forced SO:** a hard constraint (`fusion_claims/models/technician_task.py:105 _check_order_link`) requires a Sale Order **or** Purchase Order for every task except `ltc_visit`. A repair for a brand-new client (no SO yet) is blocked.
+2. **Time fields:** Start/End use a 24-hour `float_time` widget while every other view shows 12-hour AM/PM; and the local→UTC conversion is inconsistent (`_compute_datetimes` resolves *company-calendar-tz → user-tz → UTC*, but `_inverse_datetime_*` uses *user-tz → UTC* only — they disagree, and fall back to UTC when unset).
+3. **No revenue capture at booking:** the booking creates a task but no priced order, even though every service call has a defined call-out fee.
+
+**Goal:** a fast, polished **"Book a Service"** wizard that, from one screen, (a) captures the client — including brand-new clients inline, (b) books the technician task, (c) prices the call-out from the rate card, and (d) auto-creates a **draft repair Sale Order**. Every service call becomes a revenue-tracked order. Works in dark + light.
+
+---
+
+## 2. Scope
+
+**In:** OWL booking wizard (complete design freedom); inline new-client create (name/phone/email/address); rate-card product catalog; service-type → call-out pricing; auto draft repair SO (call-out line + auto per-km); live on-screen estimate; 12-hour AM/PM time entry; timezone-conversion fix; relaxation of the SO constraint.
+
+**Out (phase 2):** deposit/payment capture; multi-technician labour auto-doubling; SMS gateway; maintenance/PM plans; full quote builder (estimated labour & parts written onto the SO at booking — for now the SO carries call-out + per-km only, labour/parts added as actuals).
+
+---
+
+## 3. Pricing model (Westin rate card)
+
+> These values only **seed** the editable `fusion.service.rate` table (§6.1). After install, admins
+> change any price and add new rate types from the **Service Rates** menu — nothing here is hardcoded,
+> and the wizard reflects edits live.
+
+### 3.1 Call-out fee matrix (the guaranteed charge; includes 30 min labour where noted)
+
+| Category | Normal | Rush (+km) | After-Hours (+km) |
+|---|---|---|---|
+| **Standard** | $95 | $120 | $140 |
+| **Lift & Elevating** | $160 | **$185** ◆ | **$205** ◆ |
+
+- ◆ **Suggested fills** (not on the printed card). Derived from the card's own surcharge deltas: Standard Rush = +$25, After-Hours = +$45 over base; same deltas applied to the Lift base ($160) → $185 / $205. *Owner to confirm.*
+- **Rush & After-Hours** add **$0.70/km × 2-way** (round trip), computed from the booking's travel distance.
+- **In-shop (any device):** no call-out fee; labour billed at $75/hr; no delivery.
+
+### 3.2 Labour (hourly, pro-rated in 30-min increments; per technician)
+- On-site (Standard): **$85/hr**
+- In-shop: **$75/hr** (already exists as product `LABOR`, default_code `LABOR`)
+- Lift & Elevating on-site: **$110/hr**
+
+### 3.3 Travel
+- Per-km surcharge: **$0.70/km × 2-way**
+
+### 3.4 Delivery / Pickup
+| Item | Price |
+|---|---|
+| Local (within Brampton) | $35 |
+| Outside local area | $60 |
+| Rush pickup/delivery | $60 + $0.70/km ×2-way |
+| Lift-chair delivery & set-up | $120 |
+| Hospital-bed delivery & set-up | $120 |
+| Stairlift delivery & set-up | $300 |
+| Stairlift removal | $300 |
+
+### 3.5 Footnote rules (from the card)
+- A Service Call is an appointment **outside** a Westin location, billed **once per request**, includes **30 min labour**; labour rates apply after.
+- Parts are **not** charged when covered under manufacturer warranty (→ "Under warranty" flag on the wizard).
+- Multiple technicians → labour applies **per technician** (phase-2 auto-double; for now informational).
+
+---
+
+## 4. UX — wizard layout
+
+Single page (no multi-step), grouped cards, brand-gradient header, dark/light. Sections (see mockup v2):
+
+- **Customer** — segmented `Existing customer | New client`. Existing = search by **phone / name / SO** → prefill. New = **name, phone, email, address (street/unit/buzz/city)** inline; contact find-or-created on save.
+- **Service & Pricing** — *device being serviced* (→ auto-suggests category: scooter/chair/bed → Standard; stairlift/lift → Lift & Elevating), *issue/symptom*, *service call type* (category × timing), and the resulting **call-out fee** readout.
+- **Schedule** — date, **12-hour AM/PM start picker**, duration → auto end ("Ends at 10:00 AM · local time"), technician + availability hint.
+- **Location** — **in-shop toggle** (drives pricing: no call-out, $75 labour, hides address), job address.
+- **Job details** — work description, parts to bring, **under-warranty** toggle, POD, send-confirmation, request-review.
+- **Estimate** (prominent strip) — *call-out + est. labour + per-km = total*; "a draft repair SO is created."
+- **Footer** — Cancel · **Book & Create SO**.
+
+Behaviours: device→category auto-suggest (overridable); in-shop flips pricing & hides address + call-out; live estimate recomputes on every change; AM/PM picker stores local float hours.
+
+---
+
+## 5. Architecture
+
+**Complete UI freedom without duplicating backend logic:**
+
+- **OWL client action** `fusion_tasks.service_booking` — renders the layout; loads reference data (technicians, device types, rate products, customer search) via standalone `rpc()` (`@web/core/network/rpc`). Registered in `registry.category("actions")`. Opened from a "Book a Service" button/menu/dashboard tile (`ir.actions.client`).
+- **One server method** `fusion.technician.task.action_book_from_wizard(payload)`:
+  1. Resolve customer — search `res.partner` by email then phone; create if new (name/phone/email/address). For "existing", use the chosen partner/SO's partner.
+  2. Compute **travel distance now** (Google Distance Matrix via the existing `_calculate_travel_time`/`_get_google_maps_api_key`) from the shop / previous task to the job — needed for the per-km line.
+  3. Create a **draft `sale.order`** tagged as a repair (see §6) with the **call-out product line** + an **auto per-km line** (qty = round(distance_km × 2), product = per-km $0.70) when the service type is Rush/After-Hours.
+  4. Create the `fusion.technician.task` linked to that SO (reuses existing model `create` + address-fill + travel-chain logic).
+  5. Return `{task_id, order_id}` so the client action can open the task or close.
+- **SCSS** `fusion_tasks/static/src/scss/_service_booking_tokens.scss` + `service_booking.scss`, branching on `$o-webclient-color-scheme` (per repo rule), registered in `web.assets_backend` **and** `web.assets_web_dark`. Three-layer contrast tokens (page → card → field), explicit hex.
+
+All validation/workflow/pricing stays server-side; the OWL component is presentation + a single submit call.
+
+---
+
+## 6. Data model changes
+
+### 6.1 New: editable rate table `fusion.service.rate` (the configurable pricing control)
+A dedicated model so admins manage **all** pricing from a **Service Rates** menu — no code to change a price or add a service type.
+
+**Fields:** `name`; `code` (unique, e.g. `callout_standard_normal`, `callout_lift_rush`, `labour_onsite`, `labour_lift`, `per_km`, `delivery_local`); `rate_kind` (callout / labour / travel / delivery / other); `category` (standard / lift / na); `timing` (normal / rush / afterhours / na); `in_shop` (bool); `product_id` (the `product.product` used on the SO line — for description, tax, income account); `price` (Monetary — the **editable source of truth**); `unit` (fixed / per_hour / per_km); `adds_per_km` (bool); `included_labour_min` (int, e.g. 30); `active`; `sequence`; `currency_id`.
+
+- **Seed** (`data/service_rate_data.xml`, `noupdate=1`): one row per §3 rate, each linked to a seeded `product.product` (type `service`, `sale_ok`, correct UoM — hour/km/unit, HST). `noupdate=1` means a later `-u` never overwrites admin price edits.
+- **Views/menu:** list + form under *Field Service → Configuration → Service Rates* (manager-only) — edit price, add/remove rows, toggle `active`.
+- **Products still exist** (SO lines + accounting need a product), but the **rate row's `price` is the source of truth** — the SO line takes `price_unit` from the rate, not the product's `list_price`. One place to edit.
+- The **wizard builds its service-type selector from the active `callout` rows**, so a new rate row appears in the wizard automatically.
+
+### 6.2 `fusion_tasks` — `fusion.technician.task`
+- Make `_compute_datetimes` and `_inverse_datetime_start/_end` use **one** tz resolver (`_get_local_tz()` everywhere) so compute and inverse agree; document that local float hours ↔ UTC datetime is the single source of truth.
+- Time entry stays `time_start`/`time_end` floats (local); the **AM/PM presentation lives in the OWL wizard**; the existing `time_start_display` (12h) already covers list/kanban/calendar.
+
+### 6.3 `fusion_claims` — `fusion.technician.task` + `sale.order`
+- **Relax** `_check_order_link`: no longer raise when there is no SO/PO — the wizard now auto-creates the SO, and in-shop/walk-in tasks may legitimately have none. (Keep the helper that auto-fills address from an SO when one *is* linked.)
+- Add `x_fc_service_call_type` (Selection: standard/lift × normal/rush/afterhours, + in_shop) on the task, set by the wizard, used to pick the call-out product and for reporting.
+- Add a **pricing resolver** that reads `fusion.service.rate`: `_get_callout_rate(category, timing, in_shop)` and `_get_rate(code)` (per-km, labour, delivery) + `_build_service_so(partner, rate, distance_km, ...)` that creates the SO + lines using each rate's `product_id` with `price_unit` taken from the rate row.
+- **Repair-SO identity:** boolean `x_fc_is_service_repair` on `sale.order` + an `crm.tag`/SO tag "Service Repair" so these orders are filterable; reuse the standard quotation flow.
+
+---
+
+## 7. Pricing engine
+
+- Reads the **`fusion.service.rate`** table (§6.1) — never hardcoded.
+- `_get_callout_rate(category, timing, in_shop)` → the matching active `callout` row (none if in-shop). Its `price` → the SO call-out line `price_unit`; its `product_id` → the line product.
+- **Per-km:** when the call-out row's `adds_per_km` is set, add a line from the `per_km` rate row, qty = `round(distance_km × 2)`, `price_unit` = that row's price.
+- **On-screen estimate (UI only, not written to SO):** `callout.price + max(0, duration − included_labour_min/60) × labour_rate + per-km`, where `labour_rate` is read from the `labour_*` rate rows (in-shop / on-site / lift).
+
+---
+
+## 8. Timezone fix (folds in the audit finding)
+
+Single resolver `_get_local_tz()` (company resource-calendar tz → user tz → UTC) used by **both** `_compute_datetimes` and the inverses, eliminating the compute/inverse mismatch and the silent UTC fallback. Booking writes local float hours; datetime_start/end (UTC) recompute consistently for the calendar/sync.
+
+---
+
+## 9. Open decisions (defaults chosen — confirm at review)
+
+| # | Decision | Default |
+|---|---|---|
+| 1 | Lift Rush / After-Hours call-out | **$185 / $205** (parallel surcharge) |
+| 2 | In-shop pricing | no call-out, labour @ $75/hr, no delivery |
+| 3 | Repair-SO identity | boolean `x_fc_is_service_repair` + SO tag "Service Repair" |
+| 4 | Estimate labour | on-screen guide only; SO = call-out + per-km; labour/parts as actuals |
+| 5 | Per-km distance basis | Distance Matrix, shop/previous-task → job, ×2-way |
+| 6 | Rate configurability | editable `fusion.service.rate` table + **Service Rates** menu; the card only seeds it, admin-owned thereafter |
+
+---
+
+## 10. Testing & rollout
+
+- Enterprise-only stack (these modules need `fusion_claims`/`fusion_portal` deps) → **verify on a Westin clone**, not local Community.
+- Seed products + taxes; smoke-test: new-client booking → contact + task + draft SO created with the right call-out (+ per-km on rush/after-hours); existing-customer booking; in-shop (no call-out); tz correctness on the task + calendar; dark + light bundles.
+
+---
+
+## 11. Build sequence (for the implementation plan)
+
+1. **`fusion.service.rate` model** + seeded rows + products + taxes + *Service Rates* menu/views.
+2. **TZ fix** + confirm AM/PM round-trips (time floats).
+3. **Constraint relax** + `x_fc_service_call_type` + pricing resolver + `_build_service_so` + `action_book_from_wizard` (server).
+4. **OWL wizard** client action + SCSS (dark/light).
+5. **Entry point** (button/menu/tile) + `ir.actions.client`.
+6. **Clone-verify** end-to-end.

fusion_claims/CLAUDE.md

@@ -3104,3 +3104,72 @@ After 9 rounds of deep diving, here's what CLAUDE.md covers vs the codebase:
 - Add new gotchas in the right format
 - Understand the soft-dep on `fusion_faxes` + `fusion_pdf_preview`
 - Know the deployment fact that fusion_portal is always co-installed
+
+## 47. Service Booking wizard — two CSS gotchas (client action, `static/src/scss/service_booking.scss` + `xml/service_booking.xml`)
+
+The OWL "Book a Service" wizard renders inside the Odoo **backend** (`web.assets_backend`),
+so the full Bootstrap 5 + Odoo stylesheet is live around it. Two non-obvious traps bit this
+wizard and were fixed in **v19.0.9.6.0** (a first, blind CSS pass in 19.0.9.5.0 did not fix
+the real cause — verify with a render, not by eye):
+
+1. **Never reuse Bootstrap layout class names inside a backend component — namespace them.**
+   The wizard originally used `row` / `card` / `grid` / `btn`. Scoping the rules under
+   `.o_service_booking` does **not** stop Bootstrap's *global* `.row{display:flex;
+   margin-left/right:calc(-.5*32px)}`, `.card{display:flex;flex-direction:column}`,
+   `.grid{grid-template-rows:…}`, `.btn{…}` from also applying (they win for any property
+   the scoped rule doesn't set). Measured live: every wizard `.row` computed
+   `display:flex; margin-left:-16px; margin-right:-16px` — the negative gutter pulled fields
+   to the card edges and flexed label+input pairs. **Fix:** all custom layout classes are
+   `sb-*` (`sb-row`/`sb-card`/`sb-grid`/`sb-btn`). Keep that prefix for any new wizard class
+   that could collide with Bootstrap (`col`, `container`, `form-*`, `badge`, …).
+
+2. **A nested `@media` block must come AFTER the base rule it overrides (equal specificity).**
+   SCSS preserves source order. The responsive `@media (max-width:560px){ .two,.three{
+   grid-template-columns:1fr } … }` was nested high in the file, *before* the base
+   `.two{grid-template-columns:1fr 1fr}` / `.three` / `.timepick` rules. Both selectors have
+   the same specificity, so the later base rule overrode the media query — it was **dead**,
+   and the inner field-grids never collapsed to one column on a phone (fields crammed 2–3
+   across). `matchMedia('(max-width:560px)')` returned true while the columns stayed 2-up —
+   the tell that it's a cascade-order bug, not a media-match bug. **Fix:** all responsive
+   `@media` overrides live at the **end** of the `.o_service_booking { … }` block.
+
+**How it was verified (do this, don't eyeball):** pull the live compiled bundle from prod
+(`env['ir.qweb']._get_asset_bundle('web.assets_backend').css()` returns `ir.attachment`
+record(s) in Odoo 19 — read `.raw`, not a string), render the wizard markup against it with
+the real web-client height/scroll chain (`html,body{height:100%}` → `.o_web_client` flex
+column → 46px navbar + `.o_action_manager{flex:1;min-height:0}` so the wizard's
+`height:100%;overflow:auto` scrolls) at 320/390/768/1280, and read computed
+`grid-template-columns` / `margin-left` / `display`. A standalone vanilla-Bootstrap repro is
+**not** faithful — it rendered fine and falsely cleared the bug.
+
+## 48. Service Booking wizard — dynamic fields (live client search + address autocomplete), v19.0.9.7.0
+
+The wizard is a **client action** (registered OWL component), not a form view, so two
+"type-ahead" features had to be built into the component itself:
+
+1. **Live client search** ("Existing customer" box). Endpoint
+   `/fusion_claims/service_booking/search_customers` (jsonrpc, auth=user) searches
+   `res.partner` and resolves a typed SO number to its partner; the JS debounces (250 ms),
+   shows a `.sb-cust-results` dropdown, and `pickCustomer()` sets `state.partnerId` + fills the
+   contact fields. The backend (`action_book_from_wizard`) already consumes `partner_id` for
+   `cust_mode='existing'`, so picking links the existing contact.
+   **GOTCHA (cost a near-miss): `res.partner` has NO `mobile` field in Odoo 19** — a domain
+   leaf `('mobile','ilike',q)` raises `ValueError: Invalid field res.partner.mobile`, and
+   because the controller's `except` swallows it the search silently returns nothing (looks
+   exactly like "search not working"). Build the OR domain only over fields present in
+   `Partner._fields` (`name`/`phone`/`email`); same for reading `p.mobile`. Verify any new
+   partner-field reference against `_fields` before shipping.
+
+2. **Address autocomplete.** `google_address_autocomplete.js` patches `FormController` only,
+   so it does **not** reach this client action. The component loads Google Places itself
+   (key from ICP `fusion_claims.google_maps_api_key`), attaches via `useRef('root')` +
+   `onMounted`/`onPatched` to every `input.sb-addr-input`, and writes
+   `street`/`city`/`lat`/`lng` straight into reactive `state` (no DOM hacks — we're inside the
+   component). Re-attach on patch is guarded by an `_sbAc` flag per input and an `_addrStarted`
+   /`_addrNoKey` gate so a missing key just degrades to manual entry and can never break render
+   (both lifecycle calls are `.catch(()=>{})`).
+
+**Verifying the search without a browser:** the endpoint logic is plain ORM — smoke it in an
+`odoo shell` against real data (`Partner.search(<built domain>, limit=8)`); a vanilla repro of
+the `.sb-cust-results` dropdown markup + compiled CSS confirms the UI. Address autocomplete
+needs the live key + Google Maps, so it can only be confirmed in a real browser session.

fusion_claims/__init__.py

@@ -7,6 +7,7 @@ import logging
 
 from . import models
 from . import wizard
+from . import controllers
 
 _logger = logging.getLogger(__name__)
 

fusion_claims/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Claims',
-    'version': '19.0.9.2.0',
+    'version': '19.0.9.7.0',
     'category': 'Sales',
     'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
     'description': """
@@ -98,9 +98,13 @@
         'data/ir_cron_data.xml',
         'data/ir_actions_server_data.xml',
         'data/product_labor_data.xml',
+        'data/service_rate_products.xml',
+        'data/service_rate_data.xml',
         'wizard/status_change_reason_wizard_views.xml',
         'views/res_company_views.xml',
         'views/res_config_settings_views.xml',
+        'views/service_rate_views.xml',
+        'views/service_booking_action.xml',
         'views/sale_order_views.xml',
         'views/account_move_views.xml',
         'views/account_journal_views.xml',
@@ -181,12 +185,20 @@
             # Dashboard OWL countdown widget
             'fusion_claims/static/src/js/fc_posting_countdown.js',
             'fusion_claims/static/src/xml/fc_posting_countdown.xml',
+            # Service Booking wizard (client action): tokens MUST load before
+            # the component scss so the --sb-* vars resolve.
+            'fusion_claims/static/src/scss/_service_booking_tokens.scss',
+            'fusion_claims/static/src/scss/service_booking.scss',
+            'fusion_claims/static/src/js/service_booking/service_booking.js',
+            'fusion_claims/static/src/xml/service_booking.xml',
         ],
         'web.assets_web_dark': [
             # Dark bundle recompiles the same SCSS with the dark
             # $o-webclient-color-scheme default so tokens branch correctly.
             'fusion_claims/static/src/scss/_fc_dashboard_tokens.scss',
             'fusion_claims/static/src/scss/fc_dashboard.scss',
+            'fusion_claims/static/src/scss/_service_booking_tokens.scss',
+            'fusion_claims/static/src/scss/service_booking.scss',
         ],
     },
     'images': ['static/description/icon.png'],

fusion_claims/controllers/__init__.py

@@ -0,0 +1 @@
+from . import service_booking

fusion_claims/controllers/service_booking.py

@@ -0,0 +1,76 @@
+# -*- coding: utf-8 -*-
+from odoo import http
+from odoo.http import request
+
+
+class ServiceBookingController(http.Controller):
+
+    @http.route('/fusion_claims/service_booking/refdata', type='jsonrpc', auth='user')
+    def refdata(self, **kw):
+        env = request.env
+        Users = env['res.users']
+        techs = Users.search([('x_fc_is_field_staff', '=', True)]) \
+            if 'x_fc_is_field_staff' in Users._fields else Users.search([])
+        Rate = env['fusion.service.rate']
+        rates = Rate.search([('rate_kind', '=', 'callout'), ('active', '=', True)])
+        per_km = Rate.get_rate('per_km')
+
+        def labour(code):
+            r = Rate.get_rate(code)
+            return r.price if r else 0.0
+
+        return {
+            'technicians': [{'id': t.id, 'name': t.name} for t in techs],
+            'callout_rates': [{
+                'code': r.code, 'category': r.category, 'timing': r.timing,
+                'name': r.name, 'price': r.price, 'adds_per_km': r.adds_per_km,
+            } for r in rates],
+            'per_km': per_km.price if per_km else 0.70,
+            'labour': {'onsite': labour('labour_onsite'), 'inshop': labour('labour_inshop'),
+                       'lift': labour('labour_lift')},
+        }
+
+    @http.route('/fusion_claims/service_booking/search_customers', type='jsonrpc', auth='user')
+    def search_customers(self, query=None, **kw):
+        """Live customer lookup for the booking wizard's 'Existing customer' box.
+        Matches res.partner by name / phone / mobile / email, and also resolves a
+        typed sale-order reference to its customer. Returns up to 8 light dicts."""
+        q = (query or '').strip()
+        if len(q) < 2:
+            return {'results': []}
+        env = request.env
+        Partner = env['res.partner'].sudo()
+        # Build the OR domain only over fields that actually exist on this DB —
+        # res.partner.mobile is NOT present in Odoo 19, so referencing it raises
+        # ValueError and the whole lookup silently returns nothing.
+        has_mobile = 'mobile' in Partner._fields
+        search_fields = [f for f in ('name', 'phone', 'email', 'mobile')
+                         if f in Partner._fields]
+        leaves = [(f, 'ilike', q) for f in search_fields]
+        domain = leaves[:1]
+        for leaf in leaves[1:]:
+            domain = ['|'] + domain + [leaf]
+        partners = Partner.search(domain, limit=8, order='write_date desc')
+        # also resolve an SO number -> its partner (the hint promises "name or SO")
+        if len(q) >= 3 and len(partners) < 8 and 'sale.order' in env:
+            sos = env['sale.order'].sudo().search([('name', 'ilike', q)], limit=5)
+            partners = (partners | sos.mapped('partner_id'))[:8]
+        results = []
+        for p in partners:
+            phone = p.phone or (p.mobile if has_mobile else '') or ''
+            results.append({
+                'id': p.id,
+                'name': p.name or '',
+                'phone': phone,
+                'email': p.email or '',
+                'street': p.street or '',
+                'city': p.city or '',
+            })
+        return {'results': results}
+
+    @http.route('/fusion_claims/service_booking/submit', type='jsonrpc', auth='user')
+    def submit(self, payload=None, **kw):
+        try:
+            return request.env['fusion.technician.task'].action_book_from_wizard(payload or {})
+        except Exception as e:
+            return {'error': str(e)}

fusion_claims/data/service_rate_data.xml

@@ -0,0 +1,108 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- CALL-OUTS -->
+        <record id="rate_callout_standard_normal" model="fusion.service.rate">
+            <field name="name">Standard Service Call</field>
+            <field name="code">callout_standard_normal</field>
+            <field name="rate_kind">callout</field><field name="category">standard</field>
+            <field name="timing">normal</field><field name="unit">fixed</field>
+            <field name="included_labour_min">30</field><field name="price">95.0</field>
+            <field name="product_id" ref="product_callout_standard_normal"/>
+            <field name="sequence">10</field>
+        </record>
+        <record id="rate_callout_standard_rush" model="fusion.service.rate">
+            <field name="name">Rush Service Call (Standard)</field>
+            <field name="code">callout_standard_rush</field>
+            <field name="rate_kind">callout</field><field name="category">standard</field>
+            <field name="timing">rush</field><field name="unit">fixed</field>
+            <field name="adds_per_km" eval="True"/><field name="price">120.0</field>
+            <field name="product_id" ref="product_callout_standard_rush"/>
+            <field name="sequence">11</field>
+        </record>
+        <record id="rate_callout_standard_afterhours" model="fusion.service.rate">
+            <field name="name">After-Hours Service Call (Standard)</field>
+            <field name="code">callout_standard_afterhours</field>
+            <field name="rate_kind">callout</field><field name="category">standard</field>
+            <field name="timing">afterhours</field><field name="unit">fixed</field>
+            <field name="adds_per_km" eval="True"/><field name="price">140.0</field>
+            <field name="product_id" ref="product_callout_standard_afterhours"/>
+            <field name="sequence">12</field>
+        </record>
+        <record id="rate_callout_lift_normal" model="fusion.service.rate">
+            <field name="name">Lift &amp; Elevating Service Call</field>
+            <field name="code">callout_lift_normal</field>
+            <field name="rate_kind">callout</field><field name="category">lift</field>
+            <field name="timing">normal</field><field name="unit">fixed</field>
+            <field name="included_labour_min">30</field><field name="price">160.0</field>
+            <field name="product_id" ref="product_callout_lift_normal"/>
+            <field name="sequence">20</field>
+        </record>
+        <record id="rate_callout_lift_rush" model="fusion.service.rate">
+            <field name="name">Lift &amp; Elevating Rush Call</field>
+            <field name="code">callout_lift_rush</field>
+            <field name="rate_kind">callout</field><field name="category">lift</field>
+            <field name="timing">rush</field><field name="unit">fixed</field>
+            <field name="adds_per_km" eval="True"/><field name="price">185.0</field>
+            <field name="product_id" ref="product_callout_lift_rush"/>
+            <field name="sequence">21</field>
+        </record>
+        <record id="rate_callout_lift_afterhours" model="fusion.service.rate">
+            <field name="name">Lift &amp; Elevating After-Hours Call</field>
+            <field name="code">callout_lift_afterhours</field>
+            <field name="rate_kind">callout</field><field name="category">lift</field>
+            <field name="timing">afterhours</field><field name="unit">fixed</field>
+            <field name="adds_per_km" eval="True"/><field name="price">205.0</field>
+            <field name="product_id" ref="product_callout_lift_afterhours"/>
+            <field name="sequence">22</field>
+        </record>
+
+        <!-- LABOUR -->
+        <record id="rate_labour_onsite" model="fusion.service.rate">
+            <field name="name">Labour — On-Site</field><field name="code">labour_onsite</field>
+            <field name="rate_kind">labour</field><field name="category">standard</field>
+            <field name="timing">na</field><field name="unit">per_hour</field><field name="price">85.0</field>
+            <field name="product_id" ref="product_labour_onsite"/><field name="sequence">30</field>
+        </record>
+        <record id="rate_labour_lift" model="fusion.service.rate">
+            <field name="name">Labour — Lift &amp; Elevating</field><field name="code">labour_lift</field>
+            <field name="rate_kind">labour</field><field name="category">lift</field>
+            <field name="timing">na</field><field name="unit">per_hour</field><field name="price">110.0</field>
+            <field name="product_id" ref="product_labour_lift"/><field name="sequence">31</field>
+        </record>
+        <record id="rate_labour_inshop" model="fusion.service.rate">
+            <field name="name">Labour — In-Shop</field><field name="code">labour_inshop</field>
+            <field name="rate_kind">labour</field><field name="category">na</field><field name="in_shop" eval="True"/>
+            <field name="timing">na</field><field name="unit">per_hour</field><field name="price">75.0</field>
+            <field name="product_id" ref="product_labour_inshop"/><field name="sequence">32</field>
+        </record>
+
+        <!-- TRAVEL -->
+        <record id="rate_per_km" model="fusion.service.rate">
+            <field name="name">Travel — per km (2-way)</field><field name="code">per_km</field>
+            <field name="rate_kind">travel</field><field name="category">na</field>
+            <field name="timing">na</field><field name="unit">per_km</field><field name="price">0.70</field>
+            <field name="product_id" ref="product_per_km"/><field name="sequence">40</field>
+        </record>
+
+        <!-- DELIVERY / PICKUP -->
+        <record id="rate_delivery_local" model="fusion.service.rate">
+            <field name="name">Delivery / Pickup — Local</field><field name="code">delivery_local</field>
+            <field name="rate_kind">delivery</field><field name="category">na</field><field name="timing">na</field>
+            <field name="unit">fixed</field><field name="price">35.0</field>
+            <field name="product_id" ref="product_delivery_local"/><field name="sequence">50</field>
+        </record>
+        <record id="rate_delivery_outside" model="fusion.service.rate">
+            <field name="name">Delivery / Pickup — Outside Local Area</field><field name="code">delivery_outside</field>
+            <field name="rate_kind">delivery</field><field name="category">na</field><field name="timing">na</field>
+            <field name="unit">fixed</field><field name="price">60.0</field>
+            <field name="product_id" ref="product_delivery_outside"/><field name="sequence">51</field>
+        </record>
+        <record id="rate_setup_stairlift" model="fusion.service.rate">
+            <field name="name">Stairlift — Delivery &amp; Set-up</field><field name="code">setup_stairlift</field>
+            <field name="rate_kind">delivery</field><field name="category">lift</field><field name="timing">na</field>
+            <field name="unit">fixed</field><field name="price">300.0</field>
+            <field name="product_id" ref="product_setup_stairlift"/><field name="sequence">52</field>
+        </record>
+    </data>
+</odoo>

fusion_claims/data/service_rate_products.xml

@@ -0,0 +1,138 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- Call-outs (unit) -->
+        <record id="product_callout_standard_normal" model="product.product">
+            <field name="name">Service Call — Standard</field>
+            <field name="default_code">SVC-STD</field>
+            <field name="type">service</field>
+            <field name="list_price">95.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_standard_rush" model="product.product">
+            <field name="name">Service Call — Standard Rush</field>
+            <field name="default_code">SVC-STD-RUSH</field>
+            <field name="type">service</field>
+            <field name="list_price">120.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_standard_afterhours" model="product.product">
+            <field name="name">Service Call — Standard After-Hours</field>
+            <field name="default_code">SVC-STD-AH</field>
+            <field name="type">service</field>
+            <field name="list_price">140.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_lift_normal" model="product.product">
+            <field name="name">Service Call — Lift &amp; Elevating</field>
+            <field name="default_code">SVC-LIFT</field>
+            <field name="type">service</field>
+            <field name="list_price">160.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_lift_rush" model="product.product">
+            <field name="name">Service Call — Lift &amp; Elevating Rush</field>
+            <field name="default_code">SVC-LIFT-RUSH</field>
+            <field name="type">service</field>
+            <field name="list_price">185.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_lift_afterhours" model="product.product">
+            <field name="name">Service Call — Lift &amp; Elevating After-Hours</field>
+            <field name="default_code">SVC-LIFT-AH</field>
+            <field name="type">service</field>
+            <field name="list_price">205.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <!-- Labour (hour) -->
+        <record id="product_labour_onsite" model="product.product">
+            <field name="name">Labour — On-Site</field>
+            <field name="default_code">LAB-ONSITE</field>
+            <field name="type">service</field>
+            <field name="list_price">85.00</field>
+            <field name="uom_id" ref="uom.product_uom_hour"/>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_labour_lift" model="product.product">
+            <field name="name">Labour — Lift &amp; Elevating</field>
+            <field name="default_code">LAB-LIFT</field>
+            <field name="type">service</field>
+            <field name="list_price">110.00</field>
+            <field name="uom_id" ref="uom.product_uom_hour"/>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <record id="product_labour_inshop" model="product.product">
+            <field name="name">Labour — In-Shop</field>
+            <field name="default_code">LAB-INSHOP</field>
+            <field name="type">service</field>
+            <field name="list_price">75.00</field>
+            <field name="uom_id" ref="uom.product_uom_hour"/>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <!-- Travel (unit; qty = km x 2) -->
+        <record id="product_per_km" model="product.product">
+            <field name="name">Travel — per km (2-way)</field>
+            <field name="default_code">SVC-KM</field>
+            <field name="type">service</field>
+            <field name="list_price">0.70</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <!-- Delivery / pickup (unit) -->
+        <record id="product_delivery_local" model="product.product">
+            <field name="name">Delivery / Pickup — Local</field>
+            <field name="default_code">DEL-LOCAL</field>
+            <field name="type">service</field><field name="list_price">35.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_delivery_outside" model="product.product">
+            <field name="name">Delivery / Pickup — Outside Local Area</field>
+            <field name="default_code">DEL-OUT</field>
+            <field name="type">service</field><field name="list_price">60.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_delivery_rush" model="product.product">
+            <field name="name">Rush Pickup / Delivery</field>
+            <field name="default_code">DEL-RUSH</field>
+            <field name="type">service</field><field name="list_price">60.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_setup_liftchair" model="product.product">
+            <field name="name">Lift Chair — Delivery &amp; Set-up</field>
+            <field name="default_code">SETUP-LIFTCHAIR</field>
+            <field name="type">service</field><field name="list_price">120.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_setup_hospitalbed" model="product.product">
+            <field name="name">Hospital Bed — Delivery &amp; Set-up</field>
+            <field name="default_code">SETUP-BED</field>
+            <field name="type">service</field><field name="list_price">120.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_setup_stairlift" model="product.product">
+            <field name="name">Stairlift — Delivery &amp; Set-up</field>
+            <field name="default_code">SETUP-STAIRLIFT</field>
+            <field name="type">service</field><field name="list_price">300.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_removal_stairlift" model="product.product">
+            <field name="name">Stairlift — Removal</field>
+            <field name="default_code">RMV-STAIRLIFT</field>
+            <field name="type">service</field><field name="list_price">300.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+    </data>
+</odoo>

fusion_claims/models/__init__.py

@@ -26,4 +26,5 @@ from . import ai_agent_ext
 from . import dashboard
 from . import res_partner
 from . import technician_task
-from . import page11_sign_request
+from . import page11_sign_request
+from . import service_rate

fusion_claims/models/sale_order.py

@@ -338,6 +338,11 @@ class SaleOrder(models.Model):
         help='Type of sale for billing purposes. This field determines the workflow and billing rules.',
     )
     
+    x_fc_is_service_repair = fields.Boolean(
+        string='Service Repair', copy=False,
+        help='Auto-created from the technician service booking wizard.',
+    )
+
     x_fc_sale_type_locked = fields.Boolean(
         string='Sale Type Locked',
         compute='_compute_sale_type_locked',

fusion_claims/models/service_rate.py

@@ -0,0 +1,81 @@
+# -*- coding: utf-8 -*-
+from odoo import api, fields, models
+
+
+class FusionServiceRate(models.Model):
+    _name = 'fusion.service.rate'
+    _description = 'Field Service Rate'
+    _order = 'sequence, rate_kind, category, timing'
+
+    name = fields.Char(string='Name', required=True)
+    code = fields.Char(
+        string='Code', required=True, index=True,
+        help='Stable code used by the booking engine, e.g. callout_standard_normal, per_km.',
+    )
+    rate_kind = fields.Selection([
+        ('callout', 'Service Call-out'),
+        ('labour', 'Labour'),
+        ('travel', 'Travel / per-km'),
+        ('delivery', 'Delivery / Pickup'),
+        ('other', 'Other'),
+    ], string='Kind', required=True, default='callout')
+    category = fields.Selection([
+        ('standard', 'Standard'),
+        ('lift', 'Lift & Elevating'),
+        ('na', 'N/A'),
+    ], string='Category', default='na')
+    timing = fields.Selection([
+        ('normal', 'Normal'),
+        ('rush', 'Rush'),
+        ('afterhours', 'After-Hours'),
+        ('na', 'N/A'),
+    ], string='Timing', default='na')
+    in_shop = fields.Boolean(string='In-Shop')
+    product_id = fields.Many2one(
+        'product.product', string='Invoice Product', required=True, ondelete='restrict',
+        help='Product used on the sale-order line (description, tax, income account).',
+    )
+    price = fields.Monetary(
+        string='Rate', required=True, currency_field='currency_id',
+        help='Editable price used on the SO line and the on-screen estimate.',
+    )
+    currency_id = fields.Many2one(
+        'res.currency', string='Currency',
+        default=lambda self: self.env.company.currency_id,
+    )
+    unit = fields.Selection([
+        ('fixed', 'Flat'),
+        ('per_hour', 'Per hour'),
+        ('per_km', 'Per km'),
+    ], string='Unit', required=True, default='fixed')
+    adds_per_km = fields.Boolean(
+        string='Adds per-km travel',
+        help='Call-outs billed as $X + per-km \xd7 2-way (rush / after-hours).',
+    )
+    included_labour_min = fields.Integer(
+        string='Included labour (min)', default=0,
+        help='Free labour minutes bundled into a service call (e.g. 30).',
+    )
+    active = fields.Boolean(string='Active', default=True)
+    sequence = fields.Integer(string='Sequence', default=10)
+
+    _unique_code = models.Constraint(
+        'UNIQUE(code)',
+        'A service-rate code must be unique.',
+    )
+
+    @api.model
+    def get_callout(self, category, timing, in_shop=False):
+        """Active call-out rate for category+timing. Empty recordset when in-shop."""
+        if in_shop:
+            return self.browse()
+        return self.search([
+            ('rate_kind', '=', 'callout'),
+            ('category', '=', category),
+            ('timing', '=', timing),
+        ], limit=1)
+
+    @api.model
+    def get_rate(self, code):
+        """Active rate row by code (e.g. 'per_km', 'labour_onsite')."""
+        return self.search([('code', '=', code)], limit=1)

fusion_claims/models/technician_task.py

@@ -9,7 +9,7 @@ features to the base fusion.technician.task model.
 """
 
 from odoo import models, fields, api, _
-from odoo.exceptions import UserError, ValidationError
+from odoo.exceptions import UserError
 from markupsafe import Markup
 import logging
 
@@ -72,6 +72,15 @@ class FusionTechnicianTaskClaims(models.Model):
         default=False,
     )
 
+    # ------------------------------------------------------------------
+    # SERVICE BOOKING FIELDS
+    # ------------------------------------------------------------------
+
+    x_fc_service_call_type = fields.Char(
+        string='Service Call Type',
+        help='Rate code resolved by the booking wizard (e.g. callout_standard_rush).',
+    )
+
     # ------------------------------------------------------------------
     # ONCHANGES
     # ------------------------------------------------------------------
@@ -104,15 +113,9 @@ class FusionTechnicianTaskClaims(models.Model):
 
     @api.constrains('sale_order_id', 'purchase_order_id')
     def _check_order_link(self):
-        for task in self:
-            if task.x_fc_sync_source:
-                continue
-            if task.task_type == 'ltc_visit':
-                continue
-            if not task.sale_order_id and not task.purchase_order_id:
-                raise ValidationError(_(
-                    "A task must be linked to either a Sale Order (Case) or a Purchase Order."
-                ))
+        # Relaxed 2026-06: service bookings auto-create their SO, and in-shop /
+        # walk-in tasks may legitimately have none. No order link is required anymore.
+        return
 
     # ------------------------------------------------------------------
     # HOOK OVERRIDES
@@ -395,6 +398,166 @@ class FusionTechnicianTaskClaims(models.Model):
                     order.name, e,
                 )
 
+    # ------------------------------------------------------------------
+    # SERVICE BOOKING HELPERS
+    # ------------------------------------------------------------------
+
+    @api.model
+    def _resolve_service_lines(self, category, timing, in_shop, distance_km):
+        """Return a list of sale.order.line vals dicts for a service booking,
+        priced from fusion.service.rate. Empty when in-shop (labour-only, added later)."""
+        Rate = self.env['fusion.service.rate']
+        lines = []
+        callout = Rate.get_callout(category, timing, in_shop=in_shop)
+        if not callout:
+            return lines
+        lines.append({
+            'product_id': callout.product_id.id,
+            'name': callout.name,
+            'product_uom_qty': 1.0,
+            'price_unit': callout.price,
+            'name_is_km': False,
+        })
+        if callout.adds_per_km and distance_km:
+            per_km = Rate.get_rate('per_km')
+            if per_km:
+                lines.append({
+                    'product_id': per_km.product_id.id,
+                    'name': '%s — %.1f km \xd7 2-way' % (per_km.name, distance_km),
+                    'product_uom_qty': round(distance_km * 2.0, 1),
+                    'price_unit': per_km.price,
+                    'name_is_km': True,
+                })
+        return lines
+
+    @api.model
+    def _build_service_so(self, partner, category, timing, in_shop, distance_km):
+        """Create a draft repair sale.order with the resolved call-out (+per-km) lines.
+
+        Repair-SO identity is the x_fc_is_service_repair boolean (no crm.tag: fusion_claims
+        has no crm dependency). x_fc_sale_type is intentionally left blank — a service repair
+        is not one of the ADP/ODSP funder workflows, and the draft is editable afterwards.
+        """
+        line_vals = self._resolve_service_lines(category, timing, in_shop, distance_km)
+        order_lines = [(0, 0, {k: v for k, v in l.items() if k != 'name_is_km'}) for l in line_vals]
+        so_vals = {
+            'partner_id': partner.id,
+            'x_fc_is_service_repair': True,
+            'order_line': order_lines,
+        }
+        return self.env['sale.order'].create(so_vals)
+
+    def _service_travel_origin(self):
+        """Return (lat, lng) of the technician's day-start location, to be used
+        as the ORIGIN for the per-km travel calculation. NEVER returns the job's
+        own address (that would give origin == destination == 0 km).
+
+        Fallback chain (all read-only — no geocoding API calls here):
+          1. The technician's personal start address cached coords
+             (res.users.partner_id.x_fc_start_address_lat/_lng — populated when
+             the start address is saved, see fusion_tasks/models/res_partner.py).
+          2. The company HQ start address cached coords, keyed off the
+             ``fusion_claims.technician_start_address`` ICP and cached by
+             fusion_tasks under ``fusion_tasks.hq_coords:<address>``.
+          3. (0.0, 0.0) — the correct graceful fallback. _calculate_travel_time
+             guards on a falsy origin and simply returns False (→ no per-km line).
+
+        Geocoding is deliberately NOT performed here: a freshly typed new-client
+        job address usually has no geocoded destination anyway, so distance is
+        expected to be 0 in v1. We only avoid passing a WRONG origin.
+        """
+        self.ensure_one()
+        tech = self.technician_id
+        if tech:
+            partner = tech.partner_id
+            if partner and partner.x_fc_start_address_lat and partner.x_fc_start_address_lng:
+                return partner.x_fc_start_address_lat, partner.x_fc_start_address_lng
+
+        ICP = self.env['ir.config_parameter'].sudo()
+        hq_addr = (ICP.get_param('fusion_claims.technician_start_address', '') or '').strip()
+        if hq_addr:
+            cached = ICP.get_param('fusion_tasks.hq_coords:%s' % hq_addr, '')
+            if cached and ',' in cached:
+                try:
+                    lat_s, lng_s = cached.split(',', 1)
+                    return float(lat_s), float(lng_s)
+                except (ValueError, TypeError):
+                    pass
+        return 0.0, 0.0
+
+    @api.model
+    def action_book_from_wizard(self, payload):
+        """Single entry point for the OWL booking wizard:
+        resolve/create contact -> create task -> compute distance -> build SO -> link.
+        Returns {'task_id', 'order_id'}."""
+        Partner = self.env['res.partner']
+        cust = payload.get('customer') or {}
+
+        # 1. contact: new -> find-or-create (match email then phone); existing -> chosen partner
+        if payload.get('cust_mode') == 'new':
+            partner = False
+            email = (cust.get('email') or '').strip()
+            phone = (cust.get('phone') or '').strip()
+            if email:
+                partner = Partner.search([('email', '=ilike', email)], limit=1)
+            if not partner and phone:
+                partner = Partner.search([('phone', '=', phone)], limit=1)
+            if not partner:
+                partner = Partner.create({
+                    'name': cust.get('name') or 'Walk-in',
+                    'phone': phone or False, 'email': email or False,
+                    'street': cust.get('street') or False, 'city': cust.get('city') or False,
+                })
+        else:
+            partner = Partner.browse(int(payload['partner_id'])) if payload.get('partner_id') else Partner
+
+        category = payload.get('category', 'standard')
+        timing = payload.get('timing', 'normal')
+        in_shop = bool(payload.get('in_shop'))
+
+        # technician_id is REQUIRED on a task
+        technician_id = payload.get('technician_id')
+        if not technician_id:
+            raise UserError(_("Please choose a technician for this service booking."))
+        technician_id = int(technician_id)
+
+        # 2. task
+        dur = float(payload.get('duration_hr') or 1.0)
+        t_start = float(payload.get('time_start') or 9.0)
+        task_vals = {
+            'task_type': 'repair',
+            'technician_id': technician_id,
+            'scheduled_date': payload.get('date'),
+            'time_start': t_start,
+            'time_end': t_start + dur,
+            'duration_hours': dur,
+            'is_in_store': in_shop,
+            'x_fc_service_call_type': '%s_%s' % (category, timing),
+            'description': payload.get('description') or payload.get('issue') or _('Service booking'),
+        }
+        if partner:
+            task_vals['partner_id'] = partner.id
+        task = self.create(task_vals)
+
+        # 3. per-km distance: only when the rate adds it AND we have a real origin + a
+        #    geocoded job destination. Origin is the technician's start, never the job.
+        distance_km = 0.0
+        callout = self.env['fusion.service.rate'].get_callout(category, timing, in_shop=in_shop)
+        if callout and callout.adds_per_km and not in_shop and task.address_lat and task.address_lng:
+            origin_lat, origin_lng = task._service_travel_origin()
+            if origin_lat and origin_lng:
+                try:
+                    task._calculate_travel_time(origin_lat, origin_lng)  # sets travel_distance_km
+                    distance_km = task.travel_distance_km or 0.0
+                except Exception:
+                    distance_km = 0.0
+
+        # 4. draft repair SO + link back to the task
+        order = self._build_service_so(partner, category, timing, in_shop, distance_km) if partner else False
+        if order:
+            task.sale_order_id = order.id
+        return {'task_id': task.id, 'order_id': order.id if order else False}
+
     # ------------------------------------------------------------------
     # VIEW ACTIONS
     # ------------------------------------------------------------------

fusion_claims/security/ir.model.access.csv

@@ -63,4 +63,6 @@ access_fusion_page11_sign_request_manager,fusion.page11.sign.request.manager,mod
 access_fusion_page11_sign_request_public,fusion.page11.sign.request.public,model_fusion_page11_sign_request,base.group_public,1,0,0,0
 access_fusion_send_page11_wizard_user,fusion_claims.send.page11.wizard.user,model_fusion_claims_send_page11_wizard,sales_team.group_sale_salesman,1,1,1,1
 access_fusion_send_page11_wizard_manager,fusion_claims.send.page11.wizard.manager,model_fusion_claims_send_page11_wizard,sales_team.group_sale_manager,1,1,1,1
-access_fusion_adp_import_wizard_user,fusion_claims.adp.import.wizard.user,model_fusion_claims_adp_import_wizard,account.group_account_invoice,1,1,1,1
+access_fusion_adp_import_wizard_user,fusion_claims.adp.import.wizard.user,model_fusion_claims_adp_import_wizard,account.group_account_invoice,1,1,1,1
+access_fusion_service_rate_user,fusion.service.rate.user,model_fusion_service_rate,base.group_user,1,0,0,0
+access_fusion_service_rate_admin,fusion.service.rate.admin,model_fusion_service_rate,base.group_system,1,1,1,1

fusion_claims/static/src/js/service_booking/service_booking.js

@@ -0,0 +1,208 @@
+/** @odoo-module **/
+import { Component, useState, onWillStart, onMounted, onPatched, 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 ServiceBookingWizard extends Component {
+    static template = "fusion_claims.ServiceBookingWizard";
+    static props = ["*"];
+
+    setup() {
+        this.action = useService("action");
+        this.notification = useService("notification");
+        this.orm = useService("orm");
+        this.rootRef = useRef("root");
+        this.state = useState({
+            custMode: "existing",
+            customer: { name: "", phone: "", email: "", street: "", unit: "", buzz: "", city: "", lat: 0, lng: 0 },
+            partnerId: false, soSearch: "", custResults: [], custSearching: false,
+            device: "standard", category: "standard", timing: "normal", inShop: false, issue: "",
+            date: "", hour: 9, minute: 0, ampm: "AM", durationHr: 1.0, technicianId: false,
+            warranty: false, pod: false, emailConfirm: true, googleReview: true,
+            description: "", materials: "",
+            technicians: [], calloutRates: [], perKm: 0.70,
+            labour: { onsite: 85, inshop: 75, lift: 110 }, distanceKm: 13, saving: false,
+        });
+        onWillStart(async () => {
+            const r = await rpc("/fusion_claims/service_booking/refdata", {});
+            Object.assign(this.state, {
+                technicians: r.technicians || [],
+                calloutRates: r.callout_rates || [],
+                perKm: r.per_km ?? 0.70,
+                labour: r.labour || this.state.labour,
+            });
+        });
+        // Address autocomplete attaches after the DOM exists and re-attaches when
+        // OWL re-renders (e.g. switching to "New client" reveals a second address
+        // input). Fully guarded — a missing Maps key just means manual entry.
+        onMounted(() => { this._initAddrAutocomplete().catch(() => {}); });
+        onPatched(() => { this._initAddrAutocomplete().catch(() => {}); });
+    }
+
+    // ---- live customer search (Existing customer box) ----
+    onCustSearch(ev) {
+        const q = ev.target.value || "";
+        this.state.soSearch = q;
+        this.state.partnerId = false;           // typing again unlinks any picked contact
+        clearTimeout(this._custTimer);
+        const term = q.trim();
+        if (term.length < 2) { this.state.custResults = []; this.state.custSearching = false; return; }
+        this.state.custSearching = true;
+        this._custTimer = setTimeout(async () => {
+            try {
+                const r = await rpc("/fusion_claims/service_booking/search_customers", { query: term });
+                this.state.custResults = r.results || [];
+            } catch (e) {
+                this.state.custResults = [];
+            }
+            this.state.custSearching = false;
+        }, 250);
+    }
+    pickCustomer(c) {
+        this.state.partnerId = c.id;
+        this.state.customer.name = c.name || "";
+        this.state.customer.phone = c.phone || "";
+        this.state.customer.email = c.email || "";
+        this.state.customer.street = c.street || "";
+        this.state.customer.city = c.city || "";
+        this.state.custResults = [];
+        this.state.soSearch = c.name + (c.phone ? ` · ${c.phone}` : "");
+    }
+
+    // ---- Google Places address autocomplete (wizard-local; the FormController
+    //      patch in google_address_autocomplete.js does NOT reach a client action) ----
+    async _getMapsKey() {
+        try {
+            return await this.orm.call("ir.config_parameter", "get_param", ["fusion_claims.google_maps_api_key"]);
+        } catch (e) {
+            return null;
+        }
+    }
+    _loadMaps(key) {
+        if (window.google?.maps?.places) return Promise.resolve();
+        if (window._sbMapsLoading) return window._sbMapsLoading;
+        window._sbMapsLoading = new Promise((resolve, reject) => {
+            window._sbMapsReady = () => resolve();
+            const s = document.createElement("script");
+            s.src = `https://maps.googleapis.com/maps/api/js?key=${encodeURIComponent(key)}&libraries=places&callback=_sbMapsReady`;
+            s.async = true; s.defer = true; s.onerror = reject;
+            document.head.appendChild(s);
+        });
+        return window._sbMapsLoading;
+    }
+    async _initAddrAutocomplete() {
+        const root = this.rootRef.el;
+        if (!root) return;
+        if (!this._addrStarted) {
+            if (!root.querySelector("input.sb-addr-input")) return;   // nothing to bind yet
+            this._addrStarted = true;
+            const key = await this._getMapsKey();
+            if (!key) { this._addrNoKey = true; return; }
+            try { await this._loadMaps(key); } catch (e) { return; }
+        }
+        if (this._addrNoKey || !window.google?.maps?.places) return;
+        // re-query after the await: OWL may have swapped inputs during loading
+        root.querySelectorAll("input.sb-addr-input").forEach((inp) => {
+            if (inp._sbAc) return;
+            inp._sbAc = true;
+            try {
+                const ac = new google.maps.places.Autocomplete(inp, {
+                    componentRestrictions: { country: "ca" },
+                    types: ["address"],
+                    fields: ["address_components", "formatted_address", "geometry"],
+                });
+                ac.addListener("place_changed", () => {
+                    const place = ac.getPlace();
+                    if (!place || !place.address_components) return;
+                    let city = "";
+                    for (const c of place.address_components) {
+                        if (c.types.includes("locality")) city = c.long_name;
+                        else if (c.types.includes("sublocality_level_1") && !city) city = c.long_name;
+                    }
+                    this.state.customer.street = place.formatted_address || inp.value;
+                    if (city) this.state.customer.city = city;
+                    if (place.geometry && place.geometry.location) {
+                        this.state.customer.lat = place.geometry.location.lat();
+                        this.state.customer.lng = place.geometry.location.lng();
+                    }
+                });
+            } catch (e) {
+                inp._sbAc = false;   // allow a later retry if construction failed
+            }
+        });
+    }
+    get callout() {
+        if (this.state.inShop) return null;
+        return this.state.calloutRates.find(
+            r => r.category === this.state.category && r.timing === this.state.timing) || null;
+    }
+    get labourRate() {
+        if (this.state.inShop) return this.state.labour.inshop;
+        return this.state.category === "lift" ? this.state.labour.lift : this.state.labour.onsite;
+    }
+    get estimate() {
+        const c = this.callout;
+        const callout = c ? c.price : 0;
+        const incl = (c && !c.adds_per_km) ? 0.5 : 0;
+        const billHr = Math.max(0, this.state.durationHr - incl);
+        const labour = billHr * this.labourRate;
+        const km = (c && c.adds_per_km) ? this.state.distanceKm * 2 * this.state.perKm : 0;
+        return { callout, labour, billHr, km, total: callout + labour + km, addsKm: !!(c && c.adds_per_km) };
+    }
+    get endLabel() {
+        let h = (this.state.hour % 12) + (this.state.ampm === "PM" ? 12 : 0);
+        let m = h * 60 + this.state.minute + this.state.durationHr * 60;
+        let eh = Math.floor(m / 60) % 24, em = m % 60, ap = eh >= 12 ? "PM" : "AM";
+        return `${eh % 12 || 12}:${String(em).padStart(2, "0")} ${ap}`;
+    }
+    fmt(n) { return (n || 0).toFixed(2); }
+    onDevice(ev) {
+        this.state.device = ev.target.value;
+        this.state.category = ev.target.value === "lift" ? "lift" : "standard";
+    }
+    onCallType(ev) {
+        const r = this.state.calloutRates.find(x => x.code === ev.target.value);
+        if (r) { this.state.category = r.category; this.state.timing = r.timing; }
+    }
+    setCust(m) { this.state.custMode = m; }
+    setAmpm(v) { this.state.ampm = v; }
+
+    toggleInShop() { this.state.inShop = !this.state.inShop; }
+    _timeStartFloat() { return (this.state.hour % 12) + (this.state.ampm === "PM" ? 12 : 0) + this.state.minute / 60; }
+
+    async submit() {
+        if (this.state.saving) return;
+        const s = this.state;
+        if (s.custMode === "new" && (!s.customer.name || !s.customer.phone)) {
+            this.notification.add("Client name and phone are required.", { type: "danger" });
+            return;
+        }
+        if (!s.technicianId) {
+            this.notification.add("Please choose a technician.", { type: "danger" });
+            return;
+        }
+        s.saving = true;
+        const payload = {
+            cust_mode: s.custMode, customer: s.customer, partner_id: s.partnerId, so_search: s.soSearch,
+            category: s.category, timing: s.timing, in_shop: s.inShop, device: s.device, issue: s.issue,
+            date: s.date, time_start: this._timeStartFloat(), duration_hr: s.durationHr,
+            technician_id: s.technicianId, warranty: s.warranty, pod: s.pod,
+            email_confirm: s.emailConfirm, google_review: s.googleReview,
+            description: s.description, materials: s.materials,
+        };
+        try {
+            const res = await rpc("/fusion_claims/service_booking/submit", { payload });
+            if (res.error) { this.notification.add(res.error, { type: "danger" }); s.saving = false; return; }
+            this.notification.add("Service booked — draft repair SO created.", { type: "success" });
+            this.action.doAction({
+                type: "ir.actions.act_window", res_model: "fusion.technician.task",
+                res_id: res.task_id, views: [[false, "form"]], target: "current",
+            });
+        } catch (e) {
+            this.notification.add("Booking failed: " + (e.message || e), { type: "danger" });
+            s.saving = false;
+        }
+    }
+}
+registry.category("actions").add("fusion_claims.service_booking", ServiceBookingWizard);

fusion_claims/static/src/scss/_service_booking_tokens.scss

@@ -0,0 +1,73 @@
+// Fusion Claims — Service Booking wizard design tokens.
+//
+// Per the repo dark-mode rule (CLAUDE.md "Dark Mode — Branch on
+// $o-webclient-color-scheme at SCSS Compile Time"): this file is compiled into
+// BOTH web.assets_backend (bright) and web.assets_web_dark (dark). We branch at
+// COMPILE TIME on $o-webclient-color-scheme and emit one --sb-* CSS custom
+// property per token, scoped to .o_service_booking. Do NOT use .o_dark_mode /
+// [data-bs-theme] / prefers-color-scheme — none fire reliably in Odoo 19.
+//
+// Values are copied verbatim from the mockup's :root (light) and
+// [data-theme="dark"] (dark) blocks — technician-booking-wizard.html.
+
+$o-webclient-color-scheme: bright !default;
+
+// --- light values (mockup :root / [data-theme="light"]) ---
+$_page:         #eef0f3;
+$_panel:        #e6e9ed;
+$_card:         #ffffff;
+$_border:       #d8dadd;
+$_text:         #1f2430;
+$_muted:        #6b7280;
+$_faint:        #9ca3af;
+$_field:        #ffffff;
+$_field-border: #cfd3d8;
+$_field-focus:  #3a8fb7;
+$_chip:         #f1f4f7;
+$_accent:       #2e7aad;
+$_accent-soft:  #e8f2f8;
+$_ok:           #16a34a;
+$_star:         #f5b301;
+$_money:        #0f7d4e;
+$_money-soft:   #e7f6ee;
+
+@if $o-webclient-color-scheme == dark {
+    // --- dark values (mockup [data-theme="dark"]) ---
+    $_page:         #14161b !global;
+    $_panel:        #1b1e24 !global;
+    $_card:         #22262d !global;
+    $_border:       #343a42 !global;
+    $_text:         #e7eaef !global;
+    $_muted:        #9aa3af !global;
+    $_faint:        #6b7480 !global;
+    $_field:        #1a1d23 !global;
+    $_field-border: #3a4049 !global;
+    $_field-focus:  #4aa3cf !global;
+    $_chip:         #2a2f37 !global;
+    $_accent:       #3a8fb7 !global;
+    $_accent-soft:  #19303d !global;
+    $_ok:           #22c55e !global;
+    $_star:         #f5b301 !global;
+    $_money:        #34d27f !global;
+    $_money-soft:   #15281f !global;
+}
+
+.o_service_booking {
+    --sb-page:         #{$_page};
+    --sb-panel:        #{$_panel};
+    --sb-card:         #{$_card};
+    --sb-border:       #{$_border};
+    --sb-text:         #{$_text};
+    --sb-muted:        #{$_muted};
+    --sb-faint:        #{$_faint};
+    --sb-field:        #{$_field};
+    --sb-field-border: #{$_field-border};
+    --sb-field-focus:  #{$_field-focus};
+    --sb-chip:         #{$_chip};
+    --sb-accent:       #{$_accent};
+    --sb-accent-soft:  #{$_accent-soft};
+    --sb-ok:           #{$_ok};
+    --sb-star:         #{$_star};
+    --sb-money:        #{$_money};
+    --sb-money-soft:   #{$_money-soft};
+}

fusion_claims/static/src/scss/service_booking.scss

@@ -0,0 +1,329 @@
+// Fusion Claims — Service Booking wizard component styles.
+//
+// Ported from the mockup (technician-booking-wizard.html) scoped under
+// .o_service_booking. The mockup's CSS custom properties (--page, --card, …)
+// are renamed mechanically to the --sb-* tokens emitted by
+// _service_booking_tokens.scss (which MUST load first in the bundle). The
+// manual .theme-btn dark toggle is dropped — Odoo serves the dark bundle.
+//
+// Surfaces use the explicit-hex tokens (three-layer contrast: page -> card ->
+// field), never var(--bs-*). color-mix() is used only in standalone
+// background / box-shadow properties — never inside a border shorthand (the
+// Odoo 19 SCSS compiler silently drops color-mix in border shorthands).
+
+.o_service_booking {
+    background: var(--sb-page);
+    color: var(--sb-text);
+    font-family: 'Inter', 'Helvetica Neue', Helvetica, Arial, system-ui, sans-serif;
+    font-size: 14px;
+    // Fill the action area and scroll INTERNALLY. min-height let the root grow
+    // to its content height so the (clipping) action container never scrolled;
+    // height:100% caps it so overflow:auto engages on small screens.
+    height: 100%;
+    overflow: auto;
+
+    * { box-sizing: border-box; }
+
+    .wrap { max-width: 1000px; margin: 24px auto; padding: 0 18px; }
+
+    .dialog {
+        background: var(--sb-panel);
+        border: 1px solid var(--sb-border);
+        border-radius: 16px;
+        box-shadow: 0 12px 40px rgba(16, 24, 40, .16);
+        overflow: hidden;
+    }
+
+    .topbar {
+        background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);
+        padding: 17px 24px;
+        display: flex;
+        align-items: center;
+        justify-content: space-between;
+        color: #fff;
+
+        h1 { font-size: 19px; font-weight: 700; margin: 0; }
+        .sub { font-size: 12.5px; opacity: .9; margin-top: 2px; }
+    }
+
+    .stepper {
+        display: flex;
+        gap: 6px;
+        padding: 11px 24px;
+        background: var(--sb-panel);
+        border-bottom: 1px solid var(--sb-border);
+        flex-wrap: wrap;
+    }
+    .step {
+        font-size: 11.5px;
+        font-weight: 600;
+        color: var(--sb-faint);
+        padding: 5px 13px;
+        border-radius: 20px;
+        background: var(--sb-chip);
+    }
+    .step.active { color: #fff; background: linear-gradient(135deg, #3a8fb7, #2e7aad); }
+    .step.draft { margin-left: auto; color: var(--sb-money); background: var(--sb-money-soft); }
+
+    .body { padding: 20px 24px 6px; }
+    .sb-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 16px; }
+
+    .sb-card {
+        background: var(--sb-card);
+        border: 1px solid var(--sb-border);
+        border-radius: 13px;
+        padding: 16px 17px;
+        box-shadow: 0 1px 3px rgba(16, 24, 40, .08), 0 1px 2px rgba(16, 24, 40, .06);
+    }
+    .sb-card.span2 { grid-column: 1 / -1; }
+    .sb-card h3 {
+        margin: 0 0 13px;
+        font-size: 11.5px;
+        font-weight: 700;
+        letter-spacing: .7px;
+        text-transform: uppercase;
+        color: var(--sb-muted);
+        display: flex;
+        align-items: center;
+        gap: 7px;
+    }
+    .sb-card h3 .dot { width: 7px; height: 7px; border-radius: 50%; background: linear-gradient(135deg, #5ba848, #2e7aad); }
+    .sb-card h3 .tag {
+        margin-left: auto;
+        font-size: 10px;
+        font-weight: 700;
+        color: var(--sb-money);
+        background: var(--sb-money-soft);
+        padding: 2px 8px;
+        border-radius: 10px;
+        letter-spacing: .3px;
+    }
+
+    label.fl { display: block; font-size: 12px; font-weight: 600; color: var(--sb-muted); margin: 0 0 5px; }
+    .sb-row { margin-bottom: 12px; }
+    .sb-row:last-child { margin-bottom: 0; }
+    .two { display: grid; grid-template-columns: 1fr 1fr; gap: 11px; }
+    .three { display: grid; grid-template-columns: 1fr 1fr 1fr; gap: 9px; }
+
+    input.f, select.f, textarea.f {
+        width: 100%;
+        background: var(--sb-field);
+        color: var(--sb-text);
+        border: 1px solid var(--sb-field-border);
+        border-radius: 9px;
+        // !important so Odoo's backend input normalisation can't strip the
+        // field padding inside a client action.
+        padding: 10px 12px !important;
+        font-size: 13.5px;
+        line-height: 1.4;
+        font-family: inherit;
+        outline: none;
+        transition: border .15s, box-shadow .15s;
+    }
+    input.f:focus, select.f:focus, textarea.f:focus {
+        border-color: var(--sb-field-focus);
+        box-shadow: 0 0 0 3px color-mix(in srgb, var(--sb-field-focus) 22%, transparent);
+    }
+    textarea.f { resize: vertical; min-height: 56px; }
+
+    .hint { font-size: 11px; color: var(--sb-faint); margin-top: 5px; }
+    .with-icon { position: relative; }
+    .with-icon .pin { position: absolute; right: 10px; top: 50%; transform: translateY(-50%); color: #5ba848; font-size: 16px; }
+
+    // live customer-search results dropdown
+    .sb-cust-search { position: relative; }
+    .sb-cust-results {
+        position: absolute;
+        left: 0; right: 0; top: 100%;
+        margin-top: 4px;
+        z-index: 30;
+        background: var(--sb-card);
+        border: 1px solid var(--sb-border);
+        border-radius: 9px;
+        box-shadow: 0 8px 24px rgba(16, 24, 40, .16);
+        max-height: 260px;
+        overflow-y: auto;
+    }
+    .sb-cust-loading { padding: 10px 12px; font-size: 12.5px; color: var(--sb-faint); }
+    .sb-cust-item { padding: 9px 12px; cursor: pointer; border-bottom: 1px solid var(--sb-border); }
+    .sb-cust-item:last-child { border-bottom: none; }
+    .sb-cust-item:hover { background: var(--sb-chip); }
+    .sb-cust-name { font-size: 13.5px; font-weight: 600; color: var(--sb-text); }
+    .sb-cust-meta { font-size: 11.5px; color: var(--sb-faint); margin-top: 1px; }
+    .sb-cust-linked { color: var(--sb-ok); font-weight: 600; }
+
+    .seg {
+        display: inline-flex;
+        background: var(--sb-chip);
+        border: 1px solid var(--sb-border);
+        border-radius: 9px;
+        padding: 3px;
+        gap: 3px;
+    }
+    .seg button {
+        border: none;
+        background: transparent;
+        color: var(--sb-muted);
+        font-weight: 600;
+        font-size: 12.5px;
+        padding: 6px 14px;
+        border-radius: 7px;
+        cursor: pointer;
+        font-family: inherit;
+    }
+    .seg button.on { background: var(--sb-card); color: var(--sb-accent); box-shadow: 0 1px 3px rgba(16, 24, 40, .08), 0 1px 2px rgba(16, 24, 40, .06); }
+    .seg.full { display: flex; }
+    .seg.full button { flex: 1; }
+
+    .timepick { display: inline-flex; align-items: stretch; gap: 7px; }
+    .timepick select.f { width: auto; padding-right: 24px; }
+    .ampm { display: inline-flex; background: var(--sb-chip); border: 1px solid var(--sb-border); border-radius: 9px; padding: 3px; }
+    .ampm button {
+        border: none;
+        background: transparent;
+        color: var(--sb-muted);
+        font-weight: 700;
+        font-size: 12px;
+        padding: 6px 12px;
+        border-radius: 7px;
+        cursor: pointer;
+        font-family: inherit;
+    }
+    .ampm button.on { background: var(--sb-accent); color: #fff; }
+    .endtime { font-size: 13px; color: var(--sb-muted); margin-top: 7px; }
+    .endtime b { color: var(--sb-text); }
+
+    .avail {
+        display: inline-flex;
+        align-items: center;
+        gap: 6px;
+        font-size: 11.5px;
+        font-weight: 600;
+        color: var(--sb-ok);
+        background: color-mix(in srgb, var(--sb-ok) 14%, transparent);
+        padding: 3px 9px;
+        border-radius: 20px;
+        margin-top: 6px;
+    }
+
+    .opt {
+        display: flex;
+        align-items: center;
+        justify-content: space-between;
+        padding: 9px 0;
+        border-bottom: 1px solid var(--sb-border);
+    }
+    .opt:last-child { border-bottom: none; }
+    .opt .lab { font-size: 13.5px; font-weight: 500; }
+    .opt .lab small { display: block; color: var(--sb-faint); font-weight: 400; font-size: 11.5px; }
+
+    .sw {
+        width: 42px;
+        height: 24px;
+        border-radius: 20px;
+        background: var(--sb-field-border);
+        position: relative;
+        cursor: pointer;
+        transition: background .15s;
+        flex-shrink: 0;
+    }
+    .sw::after {
+        content: '';
+        position: absolute;
+        width: 18px;
+        height: 18px;
+        border-radius: 50%;
+        background: #fff;
+        top: 3px;
+        left: 3px;
+        transition: left .15s;
+        box-shadow: 0 1px 2px rgba(0, 0, 0, .3);
+    }
+    .sw.on { background: var(--sb-ok); }
+    .sw.on::after { left: 21px; }
+
+    // fee readout inside Service & Pricing
+    .feeline {
+        display: flex;
+        align-items: center;
+        justify-content: space-between;
+        background: var(--sb-money-soft);
+        border: 1px solid var(--sb-border);
+        border-radius: 10px;
+        padding: 11px 14px;
+        margin-top: 4px;
+    }
+    .feeline .lbl { font-size: 12.5px; font-weight: 600; color: var(--sb-text); }
+    .feeline .lbl small { display: block; color: var(--sb-faint); font-weight: 400; font-size: 11px; }
+    .feeline .amt { font-size: 20px; font-weight: 800; color: var(--sb-money); }
+
+    // ESTIMATE strip
+    .estimate {
+        grid-column: 1 / -1;
+        background: var(--sb-money-soft);
+        border: 1px solid var(--sb-border);
+        border-left: 5px solid var(--sb-money);
+        border-radius: 13px;
+        padding: 15px 18px;
+        display: flex;
+        align-items: center;
+        gap: 20px;
+        flex-wrap: wrap;
+    }
+    .estimate .breakdown { display: flex; gap: 18px; flex-wrap: wrap; flex: 1; }
+    .estimate .bk .k { font-size: 10.5px; text-transform: uppercase; letter-spacing: .5px; color: var(--sb-faint); }
+    .estimate .bk .v { font-size: 15px; font-weight: 700; margin-top: 1px; }
+    .estimate .total { text-align: right; }
+    .estimate .total .k { font-size: 11px; text-transform: uppercase; letter-spacing: .5px; color: var(--sb-money); font-weight: 700; }
+    .estimate .total .v { font-size: 27px; font-weight: 800; color: var(--sb-money); line-height: 1; }
+    .estimate .total .note { font-size: 11px; color: var(--sb-faint); margin-top: 3px; }
+
+    .foot {
+        display: flex;
+        align-items: center;
+        justify-content: flex-end;
+        gap: 11px;
+        padding: 16px 24px;
+        background: var(--sb-panel);
+        border-top: 1px solid var(--sb-border);
+    }
+    .foot .spacer { margin-right: auto; font-size: 12px; color: var(--sb-faint); }
+
+    .sb-btn {
+        border: none;
+        border-radius: 10px;
+        padding: 11px 18px;
+        font-size: 13.5px;
+        font-weight: 600;
+        cursor: pointer;
+        font-family: inherit;
+    }
+    .sb-btn.ghost { background: transparent; color: var(--sb-muted); border: 1px solid var(--sb-border); }
+    .sb-btn.primary {
+        color: #fff;
+        background: linear-gradient(135deg, #5ba848, #2e7aad);
+        box-shadow: 0 3px 10px color-mix(in srgb, #2e7aad 40%, transparent);
+    }
+    .sb-btn[disabled] { opacity: .6; cursor: not-allowed; }
+
+    .hide { display: none !important; }
+
+    // Responsive overrides — MUST come AFTER the base layout rules above. These
+    // selectors (.two/.three/.timepick/.sb-grid/.foot/…) have the same specificity
+    // as their base rules, so the cascade only lets the media query win when it is
+    // emitted later in the source. Previously this block sat right after .sb-grid
+    // (BEFORE the base .two/.three/.timepick rules), so the later base rules
+    // overrode it and the inner field-grids never collapsed to one column on a
+    // phone — fields crammed side-by-side. Keep these last.
+    @media (max-width: 780px) {
+        .sb-grid { grid-template-columns: 1fr; }
+    }
+    @media (max-width: 560px) {
+        .wrap { margin: 12px auto; padding: 0 10px; }
+        .body { padding: 14px 16px 4px; }
+        .topbar { padding: 14px 16px; }
+        .foot { padding: 14px 16px; flex-wrap: wrap; }
+        .two, .three { grid-template-columns: 1fr; }
+        .timepick { flex-wrap: wrap; }
+    }
+}

fusion_claims/static/src/xml/service_booking.xml

@@ -0,0 +1,220 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+    <t t-name="fusion_claims.ServiceBookingWizard" owl="1">
+        <div class="o_service_booking" t-ref="root">
+            <div class="wrap">
+                <div class="dialog">
+                    <div class="topbar">
+                        <div>
+                            <h1>Book a Service</h1>
+                            <div class="sub">Repair · delivery · pickup — captures the job and creates the priced repair order</div>
+                        </div>
+                    </div>
+                    <div class="stepper">
+                        <span class="step active">Scheduled</span>
+                        <span class="step">En Route</span>
+                        <span class="step">In Progress</span>
+                        <span class="step">Completed</span>
+                        <span class="step draft">● Draft repair SO will be created</span>
+                    </div>
+
+                    <div class="body">
+                        <div class="sb-grid">
+                            <!-- CUSTOMER -->
+                            <div class="sb-card">
+                                <h3><span class="dot"></span>Customer</h3>
+                                <div class="sb-row">
+                                    <div class="seg full">
+                                        <button t-att-class="{ on: state.custMode === 'existing' }"
+                                                t-on-click="() => this.setCust('existing')">Existing customer</button>
+                                        <button t-att-class="{ on: state.custMode === 'new' }"
+                                                t-on-click="() => this.setCust('new')">New client</button>
+                                    </div>
+                                </div>
+                                <div t-if="state.custMode === 'existing'">
+                                    <div class="sb-row sb-cust-search">
+                                        <label class="fl">Search by phone, name or SO</label>
+                                        <input class="f" t-att-value="state.soSearch" t-on-input="onCustSearch"
+                                               placeholder="e.g. (416) 555-0142 …" autocomplete="off"/>
+                                        <div class="hint" t-if="!state.partnerId">Inbound call? Type the phone number — we match the contact &amp; their history.</div>
+                                        <div class="hint sb-cust-linked" t-if="state.partnerId">✓ Linked to existing contact — booking will use it.</div>
+                                        <div class="sb-cust-results" t-if="state.custSearching or state.custResults.length">
+                                            <div class="sb-cust-loading" t-if="state.custSearching">Searching…</div>
+                                            <t t-else="">
+                                                <div class="sb-cust-item" t-foreach="state.custResults" t-as="c" t-key="c.id"
+                                                     t-on-click="() => this.pickCustomer(c)">
+                                                    <div class="sb-cust-name"><t t-esc="c.name"/></div>
+                                                    <div class="sb-cust-meta"><t t-esc="c.phone"/><t t-if="c.phone and c.city"> · </t><t t-esc="c.city"/></div>
+                                                </div>
+                                            </t>
+                                        </div>
+                                    </div>
+                                </div>
+                                <div t-if="state.custMode === 'new'">
+                                    <div class="sb-row two">
+                                        <div><label class="fl">Client name *</label><input class="f" t-model="state.customer.name" placeholder="Full name"/></div>
+                                        <div><label class="fl">Phone *</label><input class="f" t-model="state.customer.phone" placeholder="(416) 555-…"/></div>
+                                    </div>
+                                    <div class="sb-row"><label class="fl">Email</label><input class="f" type="email" t-model="state.customer.email" placeholder="client@email.com"/></div>
+                                    <div class="sb-row"><label class="fl">Address</label>
+                                        <div class="with-icon"><input class="f sb-addr-input" t-model="state.customer.street" placeholder="Start typing an address…"/><span class="pin">📍</span></div>
+                                    </div>
+                                    <div class="sb-row three">
+                                        <div><label class="fl">Unit</label><input class="f" t-model="state.customer.unit" placeholder="#"/></div>
+                                        <div><label class="fl">Buzz</label><input class="f" t-model="state.customer.buzz" placeholder="—"/></div>
+                                        <div><label class="fl">City</label><input class="f" t-model="state.customer.city" placeholder="City"/></div>
+                                    </div>
+                                    <div class="hint">Contact is created &amp; linked on save — all from this page.</div>
+                                </div>
+                            </div>
+
+                            <!-- SERVICE & PRICING -->
+                            <div class="sb-card">
+                                <h3><span class="dot"></span>Service &amp; Pricing<span class="tag">$ REVENUE</span></h3>
+                                <div class="sb-row two">
+                                    <div>
+                                        <label class="fl">Device being serviced</label>
+                                        <select class="f" t-on-change="onDevice">
+                                            <option value="standard">Mobility Scooter</option>
+                                            <option value="standard">Powerchair</option>
+                                            <option value="standard">Wheelchair</option>
+                                            <option value="lift">Stairlift</option>
+                                            <option value="lift">Patient / Ceiling Lift</option>
+                                            <option value="standard">Lift Chair</option>
+                                            <option value="standard">Hospital Bed</option>
+                                            <option value="standard">Other</option>
+                                        </select>
+                                    </div>
+                                    <div>
+                                        <label class="fl">Issue / symptom</label>
+                                        <input class="f" t-model="state.issue" placeholder="e.g. won't power on"/>
+                                    </div>
+                                </div>
+                                <div class="sb-row" t-if="!state.inShop">
+                                    <label class="fl">Service call type</label>
+                                    <select class="f"
+                                            t-on-change="onCallType">
+                                        <t t-foreach="state.calloutRates" t-as="r" t-key="r.code">
+                                            <option t-att-value="r.code"
+                                                    t-att-selected="state.category === r.category and state.timing === r.timing">
+                                                <t t-esc="r.name"/> — $<t t-esc="fmt(r.price)"/><t t-if="r.adds_per_km"> + $<t t-esc="fmt(state.perKm)"/>/km ×2-way</t>
+                                            </option>
+                                        </t>
+                                    </select>
+                                    <div class="hint">Auto-suggested from the device — change if needed.</div>
+                                </div>
+                                <div class="feeline" t-if="!state.inShop and callout">
+                                    <div class="lbl">Call-out fee<small><t t-esc="callout.name"/><t t-if="callout.adds_per_km"> · + travel</t><t t-else=""> · includes 30 min labour</t></small></div>
+                                    <div class="amt">$<t t-esc="fmt(callout.price)"/></div>
+                                </div>
+                                <div class="hint" t-if="state.inShop">In-shop job — no call-out fee; labour billed at $<t t-esc="fmt(state.labour.inshop)"/>/hr.</div>
+                            </div>
+
+                            <!-- SCHEDULE -->
+                            <div class="sb-card">
+                                <h3><span class="dot"></span>Schedule</h3>
+                                <div class="sb-row two">
+                                    <div><label class="fl">Date</label><input class="f" type="date" t-model="state.date"/></div>
+                                    <div><label class="fl">Duration</label>
+                                        <select class="f" t-model.number="state.durationHr">
+                                            <option value="0.5">30 min</option>
+                                            <option value="1">1 hour</option>
+                                            <option value="1.5">1.5 hours</option>
+                                            <option value="2">2 hours</option>
+                                            <option value="3">3 hours</option>
+                                        </select>
+                                    </div>
+                                </div>
+                                <div class="sb-row">
+                                    <label class="fl">Start time</label>
+                                    <div class="timepick">
+                                        <select class="f" t-model.number="state.hour">
+                                            <option value="9">9</option>
+                                            <option value="10">10</option>
+                                            <option value="11">11</option>
+                                            <option value="12">12</option>
+                                            <option value="1">1</option>
+                                            <option value="2">2</option>
+                                            <option value="3">3</option>
+                                            <option value="4">4</option>
+                                        </select>
+                                        <select class="f" t-model.number="state.minute">
+                                            <option value="0">:00</option>
+                                            <option value="15">:15</option>
+                                            <option value="30">:30</option>
+                                            <option value="45">:45</option>
+                                        </select>
+                                        <div class="ampm">
+                                            <button t-att-class="{ on: state.ampm === 'AM' }" t-on-click="() => this.setAmpm('AM')">AM</button>
+                                            <button t-att-class="{ on: state.ampm === 'PM' }" t-on-click="() => this.setAmpm('PM')">PM</button>
+                                        </div>
+                                    </div>
+                                    <div class="endtime">Ends at <b><t t-esc="endLabel"/></b> · your local time</div>
+                                </div>
+                                <div class="sb-row">
+                                    <label class="fl">Technician</label>
+                                    <select class="f" t-model.number="state.technicianId">
+                                        <option value="">— Choose —</option>
+                                        <t t-foreach="state.technicians" t-as="t" t-key="t.id">
+                                            <option t-att-value="t.id"><t t-esc="t.name"/></option>
+                                        </t>
+                                    </select>
+                                </div>
+                            </div>
+
+                            <!-- LOCATION -->
+                            <div class="sb-card">
+                                <h3><span class="dot"></span>Location</h3>
+                                <div class="opt" style="border:none; padding-top:0;">
+                                    <div class="lab">In-shop job<small>At the store — no call-out, labour @ $<t t-esc="fmt(state.labour.inshop)"/>/hr</small></div>
+                                    <div class="sw" t-att-class="{ on: state.inShop }" t-on-click="toggleInShop"></div>
+                                </div>
+                                <div t-if="!state.inShop">
+                                    <div class="sb-row"><label class="fl">Job address</label>
+                                        <div class="with-icon"><input class="f sb-addr-input" t-model="state.customer.street" placeholder="Auto-fills from customer…"/><span class="pin">📍</span></div>
+                                    </div>
+                                    <div class="sb-row two">
+                                        <div><label class="fl">Unit / Suite</label><input class="f" t-model="state.customer.unit" placeholder="#"/></div>
+                                        <div><label class="fl">Buzz code</label><input class="f" t-model="state.customer.buzz" placeholder="—"/></div>
+                                    </div>
+                                </div>
+                            </div>
+
+                            <!-- JOB DETAILS -->
+                            <div class="sb-card span2">
+                                <h3><span class="dot"></span>Job details</h3>
+                                <div class="two">
+                                    <div class="sb-row"><label class="fl">Work description</label><textarea class="f" t-model="state.description" placeholder="Symptom, what to check, history…"></textarea></div>
+                                    <div class="sb-row"><label class="fl">Parts / materials to bring</label><textarea class="f" t-model="state.materials" placeholder="Batteries, controller, casters…"></textarea></div>
+                                </div>
+                                <div class="opt"><div class="lab">Under manufacturer warranty<small>Parts not billed when covered</small></div><div class="sw" t-att-class="{ on: state.warranty }" t-on-click="() => state.warranty = !state.warranty"></div></div>
+                                <div class="opt"><div class="lab">POD required<small>Capture proof of delivery on completion</small></div><div class="sw" t-att-class="{ on: state.pod }" t-on-click="() => state.pod = !state.pod"></div></div>
+                                <div class="opt"><div class="lab">Send client confirmation (email/SMS)<small>Booked · en-route · completed</small></div><div class="sw" t-att-class="{ on: state.emailConfirm }" t-on-click="() => state.emailConfirm = !state.emailConfirm"></div></div>
+                                <div class="opt"><div class="lab">Request Google review after completion</div><div class="sw" t-att-class="{ on: state.googleReview }" t-on-click="() => state.googleReview = !state.googleReview"></div></div>
+                            </div>
+
+                            <!-- ESTIMATE -->
+                            <div class="estimate">
+                                <div class="breakdown">
+                                    <div class="bk"><div class="k">Call-out</div><div class="v"><t t-if="state.inShop">—</t><t t-else="">$<t t-esc="fmt(estimate.callout)"/></t></div></div>
+                                    <div class="bk"><div class="k">Est. labour</div><div class="v">$<t t-esc="fmt(estimate.labour)"/> · <t t-esc="estimate.billHr"/>h @ $<t t-esc="fmt(labourRate)"/></div></div>
+                                    <div class="bk" t-if="estimate.addsKm"><div class="k">Travel ($<t t-esc="fmt(state.perKm)"/>/km ×2)</div><div class="v">$<t t-esc="fmt(estimate.km)"/></div></div>
+                                </div>
+                                <div class="total"><div class="k">Estimated total</div><div class="v">$<t t-esc="fmt(estimate.total)"/></div>
+                                    <div class="note">+ parts as used · pre-tax · a draft SO is created</div></div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <div class="foot">
+                        <span class="spacer">Local time · America/Toronto · <t t-esc="state.distanceKm"/> km away</span>
+                        <button class="sb-btn ghost" t-on-click="() => this.action.doAction({ type: 'ir.actions.act_window_close' })">Cancel</button>
+                        <button class="sb-btn primary" t-on-click="submit" t-att-disabled="state.saving">Book &amp; Create SO</button>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </t>
+
+</templates>

fusion_claims/tests/__init__.py

@@ -3,3 +3,5 @@
 from . import test_signed_pages_gate
 from . import test_application_received_wizard
 from . import test_dashboard
+from . import test_service_rate
+from . import test_service_booking

fusion_claims/tests/test_service_booking.py

@@ -0,0 +1,75 @@
+# -*- coding: utf-8 -*-
+from datetime import date, timedelta
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestServiceBooking(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Task = cls.env['fusion.technician.task']
+        # technician_id is required on a task (domain x_fc_is_field_staff=True).
+        cls.tech = cls.env['res.users'].create({
+            'name': 'Service Booking Tech',
+            'login': 'svcbook_tech',
+            'x_fc_is_field_staff': True,
+        })
+
+    def test_task_without_order_is_allowed(self):
+        # No SO/PO must NOT raise after the relax. description is required and a
+        # non-in-store task needs an address, so set both here to isolate the test
+        # to the order-link relaxation (not those unrelated base constraints).
+        t = self.Task.create({
+            'task_type': 'repair',
+            'technician_id': self.tech.id,
+            'scheduled_date': date.today() + timedelta(days=7),
+            'description': 'Test repair',
+            'is_in_store': True,
+        })
+        self.assertTrue(t.id)
+
+    def test_sale_order_has_service_repair_flag(self):
+        so = self.env['sale.order'].new({})
+        self.assertIn('x_fc_is_service_repair', so._fields)
+
+    def test_resolve_service_lines_standard_rush(self):
+        Task = self.Task
+        lines = Task._resolve_service_lines('standard', 'rush', in_shop=False, distance_km=10.0)
+        # call-out $120 + per-km line qty 20 @ $0.70
+        callout = [l for l in lines if l['price_unit'] == 120.0]
+        per_km = [l for l in lines if l['name_is_km']]
+        self.assertTrue(callout)
+        self.assertEqual(per_km[0]['product_uom_qty'], 20.0)
+        self.assertEqual(per_km[0]['price_unit'], 0.70)
+
+    def test_resolve_service_lines_in_shop_empty_callout(self):
+        lines = self.Task._resolve_service_lines('standard', 'normal', in_shop=True, distance_km=5.0)
+        self.assertEqual(lines, [])
+
+    def test_build_service_so(self):
+        partner = self.env['res.partner'].create({'name': 'Walk-in Wanda'})
+        so = self.Task._build_service_so(partner, 'standard', 'normal', False, 0.0)
+        self.assertEqual(so.state, 'draft')
+        self.assertTrue(so.x_fc_is_service_repair)
+        self.assertEqual(so.partner_id, partner)
+        self.assertEqual(so.order_line[0].price_unit, 95.0)
+
+    def test_action_book_creates_contact_task_and_so(self):
+        payload = {
+            'cust_mode': 'new',
+            'customer': {'name': 'Nina New', 'phone': '4165550199', 'email': 'nina@x.com',
+                         'street': '88 Bloor St E', 'city': 'Toronto'},
+            'category': 'standard', 'timing': 'normal', 'in_shop': False,
+            'device': 'scooter', 'issue': "won't power on",
+            'date': (date.today() + timedelta(days=7)).strftime('%Y-%m-%d'), 'time_start': 9.0, 'duration_hr': 1.0,
+            'technician_id': self.tech.id, 'description': 'check battery',
+        }
+        res = self.Task.action_book_from_wizard(payload)
+        self.assertTrue(res['task_id'] and res['order_id'])
+        task = self.Task.browse(res['task_id'])
+        self.assertEqual(task.sale_order_id.id, res['order_id'])
+        self.assertEqual(task.sale_order_id.order_line[0].price_unit, 95.0)
+        partner = self.env['res.partner'].search([('email', '=ilike', 'nina@x.com')], limit=1)
+        self.assertTrue(partner)

fusion_claims/tests/test_service_rate.py

@@ -0,0 +1,60 @@
+# -*- coding: utf-8 -*-
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestServiceRate(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Rate = cls.env['fusion.service.rate']
+        cls.product = cls.env['product.product'].create({
+            'name': 'Test Service Product', 'type': 'service',
+        })
+
+    def _make(self, **kw):
+        vals = dict(name='Rate', code='c1', rate_kind='callout', category='standard',
+                    timing='normal', product_id=self.product.id, price=95.0, unit='fixed')
+        vals.update(kw)
+        return self.Rate.create(vals)
+
+    def test_get_callout_matches_category_and_timing(self):
+        # Assert against the real seed (codes are unique, so creating colliding
+        # standard/normal rows would violate the UNIQUE(code) constraint).
+        r = self.Rate.get_callout('standard', 'normal')
+        self.assertTrue(r)
+        self.assertEqual(r.code, 'callout_standard_normal')
+        self.assertEqual(r.rate_kind, 'callout')
+
+    def test_get_callout_in_shop_returns_empty(self):
+        self._make(code='callout_standard_normal_b')
+        self.assertFalse(self.Rate.get_callout('standard', 'normal', in_shop=True))
+
+    def test_get_rate_by_code(self):
+        # 'per_km' is a seeded code; the resolver returns that row.
+        r = self.Rate.get_rate('per_km')
+        self.assertTrue(r)
+        self.assertEqual(r.unit, 'per_km')
+
+    def test_code_must_be_unique(self):
+        self._make(code='dup')
+        with self.assertRaises(Exception):
+            self._make(code='dup')
+            self.env.flush_all()
+
+    def test_seeded_callouts_exist(self):
+        # standard normal $95, lift after-hours $205 are the canonical seeds
+        std = self.env.ref('fusion_claims.rate_callout_standard_normal')
+        self.assertEqual(std.price, 95.0)
+        self.assertEqual(std.rate_kind, 'callout')
+        self.assertTrue(std.product_id)
+        lift_ah = self.env.ref('fusion_claims.rate_callout_lift_afterhours')
+        self.assertEqual(lift_ah.price, 205.0)
+        self.assertTrue(lift_ah.adds_per_km)
+
+    def test_seeded_per_km(self):
+        km = self.env['fusion.service.rate'].get_rate('per_km')
+        self.assertTrue(km)
+        self.assertEqual(km.unit, 'per_km')
+        self.assertEqual(km.price, 0.70)

fusion_claims/views/service_booking_action.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    Copyright 2024-2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Claim Assistant product family.
+-->
+<odoo>
+    <record id="action_service_booking_wizard" model="ir.actions.client">
+        <field name="name">Book a Service</field>
+        <field name="tag">fusion_claims.service_booking</field>
+    </record>
+
+    <menuitem id="menu_service_booking"
+              name="Book a Service"
+              parent="fusion_tasks.menu_field_service_root"
+              action="action_service_booking_wizard"
+              sequence="1"/>
+</odoo>

fusion_claims/views/service_rate_views.xml

@@ -0,0 +1,101 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    Copyright 2024-2025 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Claim Assistant product family.
+-->
+<odoo>
+    <!-- ===================================================================== -->
+    <!-- SERVICE RATE: List View (inline-edit enabled)                         -->
+    <!-- ===================================================================== -->
+    <record id="view_fusion_service_rate_list" model="ir.ui.view">
+        <field name="name">fusion.service.rate.list</field>
+        <field name="model">fusion.service.rate</field>
+        <field name="arch" type="xml">
+            <list string="Service Rates" editable="top"
+                  default_order="sequence, rate_kind, category, timing">
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="code"/>
+                <field name="rate_kind" string="Kind"/>
+                <field name="category"/>
+                <field name="timing"/>
+                <field name="unit"/>
+                <field name="price" string="Rate"/>
+                <field name="currency_id" column_invisible="True"/>
+                <field name="adds_per_km" string="+ km"/>
+                <field name="included_labour_min" string="Incl. Labour (min)"/>
+                <field name="in_shop" string="In-Shop"/>
+                <field name="product_id" string="Invoice Product"/>
+                <field name="active" column_invisible="True"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ===================================================================== -->
+    <!-- SERVICE RATE: Form View                                               -->
+    <!-- ===================================================================== -->
+    <record id="view_fusion_service_rate_form" model="ir.ui.view">
+        <field name="name">fusion.service.rate.form</field>
+        <field name="model">fusion.service.rate</field>
+        <field name="arch" type="xml">
+            <form string="Service Rate">
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field name="name" placeholder="Rate name…"/></h1>
+                    </div>
+                    <group>
+                        <group string="Identification">
+                            <field name="code"/>
+                            <field name="rate_kind" string="Kind"/>
+                            <field name="category"/>
+                            <field name="timing"/>
+                            <field name="in_shop"/>
+                            <field name="active"/>
+                            <field name="sequence"/>
+                        </group>
+                        <group string="Pricing">
+                            <field name="price" string="Rate"/>
+                            <field name="currency_id"/>
+                            <field name="unit"/>
+                            <field name="adds_per_km"/>
+                            <field name="included_labour_min"/>
+                        </group>
+                    </group>
+                    <group string="Invoice Product">
+                        <field name="product_id" string="Product" colspan="2"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- ===================================================================== -->
+    <!-- SERVICE RATE: Action                                                  -->
+    <!-- ===================================================================== -->
+    <record id="action_fusion_service_rate" model="ir.actions.act_window">
+        <field name="name">Service Rates</field>
+        <field name="res_model">fusion.service.rate</field>
+        <field name="view_mode">list,form</field>
+        <field name="context">{'active_test': False}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No service rates found.
+            </p>
+            <p>
+                Add rates used for booking service calls, labour, travel, and delivery.
+            </p>
+        </field>
+    </record>
+
+    <!-- ===================================================================== -->
+    <!-- SERVICE RATE: Menu item under Technician Configuration               -->
+    <!-- ===================================================================== -->
+    <menuitem id="menu_fusion_service_rate"
+              name="Service Rates"
+              parent="fusion_tasks.menu_technician_config"
+              action="action_fusion_service_rate"
+              sequence="50"
+              groups="base.group_system"/>
+
+</odoo>

fusion_plating/CLAUDE.md

@@ -44,7 +44,7 @@ Fusion Plating is a multi-module Odoo 19 ERP for electroless nickel plating and
 | **entech apt is broken — install new packages via `dpkg -i` bypass** | LXC 111's apt state has pre-existing breakage that blocks ANY `apt install`: `python3-lxml-html-clean` not installable on Bookworm but odoo's deb depends on it, `postgresql-15-pgvector` Breaks `postgresql-15-jit-llvm (< 19)`, `libglu1-mesa`/`libglx-mesa0` installed without their Mesa sub-deps (libopengl0, libdrm2, libxfixes3…), `postgresql-15` itself in `iF` half-configured state. Apt's global resolver refuses ALL installs until these are fixed. Workaround that worked for ImageMagick + libwmf: `apt-get download` the target debs into a tmp dir, then `dpkg -i *.deb` — dpkg only checks the direct deps of what you're installing, not the system-wide health. Use this pattern when entech needs new system packages; **don't try `apt --fix-broken install`** without coordinating with whoever owns the box — fixing pgvector/lxml-html-clean could cascade into Odoo or PostgreSQL changes. Installed this way: `imagemagick`, `imagemagick-6-common`, `imagemagick-6.q16`, `libmagickcore-6.q16-6`, `libmagickwand-6.q16-6`, `libwmf-0.2-7`, `libwmflite-0.2-7`, `libwmf-bin`, `libfftw3-double3`, `liblqr-1-0`, `hicolor-icon-theme` (2026-05-21, ~4 MB total). WMF→raster path: `wmf2svg input.wmf -o out.svg` writes a thin SVG referencing `out-N.png` side-files (libwmf unpacks raster blocks inside the metafile). ImageMagick's `convert` lacks the WMF delegate on Debian Bookworm — use wmf2svg for raster extraction, not `convert input.wmf out.png`. | any new system package install on entech LXC 111 |
 | **Fischerscope XDAL 600 `.doc` files are actually RTF** | Helmut Fischer's XDAL 600 XRF software exports thickness reports with a `.doc` extension but the file contents are **RTF** (`{\\rtf1\\ansi…`), not Microsoft Word binary `.doc`. `file(1)` confirms: `Rich Text Format data, version 1`. python-docx will refuse to open it, and the filename-based dispatch (`endswith('.docx')`) silently skips parsing. **Don't reach for libreoffice/antiword.** Detect by **magic bytes** (`raw_bytes[:5] == b'{\\\\rtf'`) and route through `_fp_parse_fischerscope_rtf` instead — it strips RTF control words with regex and runs the same Fischerscope reading regex as the .docx path. The image data embedded as hex inside `{\\pict ...}` blocks must be stripped FIRST or the reading regex will choke on multi-MB image hex. | `fusion_plating_jobs/wizards/fp_cert_issue_wizard.py` |
 | **entech apt — which conversion tools are available** | The host has pre-existing broken deps (`python3-lxml-html-clean` missing, `postgresql-15-pgvector` vs `postgresql-15-jit-llvm` conflict, various Mesa packages) that make new `apt install` calls fragile — they often abort partway through dep resolution. **Currently installed and usable:** `convert` (ImageMagick 6), `wmf2svg`, `wmf2eps` (libwmf-bin). **Not installed:** `libreoffice`, `unoconv`, `pandoc`, `wmf2png`. Don't assume the next `apt install` will go through — always run `which <tool>` first and design the feature to soft-fail if the tool isn't there (see `_fp_extract_rtf_images` for the pattern: shell out, catch `FileNotFoundError`/`TimeoutExpired`, fall back to "no image" instead of crashing the cert flow). For WMF → PNG specifically: `wmf2svg` writes both SVG and a side-file `*-N.png` per embedded raster — use that, not `convert input.wmf` (no WMF delegate). For new tools: check pure-Python alternatives first (Pillow without backends, pypdf, openpyxl) before reaching for apt. | any feature wanting to convert docs/images server-side |
-| **Custom-header reports need `.article` wrapper for UTF-8 — use `fp_external_layout_clean`, not raw `html_container`** | Pattern that bit us: building a custom-header QWeb report (logo + address LEFT, title + barcode RIGHT in one row, no Odoo company band) by dropping `<t t-call="web.external_layout">` and using only `<t t-call="web.html_container">`. **Result:** every accented French character (é, è, °, em-dash) rendered as Latin-1 mojibake in the PDF (`Adresse d'expédition` → `Adresse d'expédition`, `N° de pièce` → `N° de pièce`, `—` → `â€"`). Root cause: Odoo's report renderer expects a `<div class="article">` wrapper to dispatch content through the proper UTF-8-aware pipeline; raw `html_container` doesn't have it. **The CSS-hide approach DOESN'T work either** (e.g. `body > .header, div.header { display: none !important; }`) — the `.header` and `.footer` divs from `external_layout_standard` get **extracted from the body and pushed into wkhtmltopdf's separate `--header-html` / `--footer-html` streams BEFORE the body's CSS gets a chance to apply**, so they render in the page margins regardless of any CSS rule. **Right pattern:** `<t t-call="fusion_plating_reports.fp_external_layout_clean">` (defined in `report_fp_sale.xml`) — this variant provides just the `.article` wrapper that Odoo's pipeline needs, with NO auto `.header` div. It DOES keep a minimal `.footer` div carrying only `Page <span class="page"/> / <span class="topage"/>` — those page-number placeholders **only get substituted with the current/total page when the `.footer` div is extracted into wkhtmltopdf's `--footer-html` stream**, so if you want page numbers in a custom-layout report, include a minimal `.footer` div with just those spans (rendering "Page X / Y") — don't try to set them from QWeb or compute the page count yourself. The layout also prints an optional **internal form code** on the footer's left side when the calling report sets `<t t-set="form_code" t-value="'FRM-XXX'"/>` BEFORE the `<t t-call="...fp_external_layout_clean">`. Sale Order Confirmation uses `FRM-006`; other reports adopt their own as they're standardized. Reports that don't set `form_code` leave the left side blank — the right side always carries `Page X / Y`. Canonical example: `report_fp_sale.xml` (SO confirmation portrait). | any custom-header PDF report on entech wkhtmltopdf |
+| **Custom-header reports need `.article` wrapper for UTF-8 — use `fp_external_layout_clean`, not raw `html_container`** | Pattern that bit us: building a custom-header QWeb report (logo + address LEFT, title + barcode RIGHT in one row, no Odoo company band) by dropping `<t t-call="web.external_layout">` and using only `<t t-call="web.html_container">`. **Result:** every accented French character (é, è, °, em-dash) rendered as Latin-1 mojibake in the PDF (`Adresse d'expédition` → `Adresse d'expédition`, `N° de pièce` → `N° de pièce`, `—` → `â€"`). Root cause: Odoo's report renderer expects a `<div class="article">` wrapper to dispatch content through the proper UTF-8-aware pipeline; raw `html_container` doesn't have it. **The CSS-hide approach DOESN'T work either** (e.g. `body > .header, div.header { display: none !important; }`) — the `.header` and `.footer` divs from `external_layout_standard` get **extracted from the body and pushed into wkhtmltopdf's separate `--header-html` / `--footer-html` streams BEFORE the body's CSS gets a chance to apply**, so they render in the page margins regardless of any CSS rule. **Right pattern:** `<t t-call="fusion_plating_reports.fp_external_layout_clean">` (defined in `report_fp_sale.xml`) — this variant provides just the `.article` wrapper that Odoo's pipeline needs, with NO auto `.header` div. It DOES keep a minimal `.footer` div carrying only `Page <span class="page"/> / <span class="topage"/>` — those page-number placeholders **only get substituted with the current/total page when the `.footer` div is extracted into wkhtmltopdf's `--footer-html` stream**, so if you want page numbers in a custom-layout report, include a minimal `.footer` div with just those spans (rendering "Page X / Y") — don't try to set them from QWeb or compute the page count yourself. The layout also prints an optional **internal form code** on the footer's left side when the calling report sets `<t t-set="form_code" t-value="'FRM-XXX'"/>` BEFORE the `<t t-call="...fp_external_layout_clean">`. Sale Order Confirmation uses `FRM-006`; other reports adopt their own as they're standardized. Reports that don't set `form_code` leave the left side blank — the right side always carries `Page X / Y`. Canonical example: `report_fp_sale.xml` (SO confirmation portrait). **EXCEPTION — do NOT add `.article` to the dpi=96 mm-based job stickers** (`fusion_plating_jobs/report/report_fp_job_sticker.xml`): those set a custom `@page` + `dpi=96` so mm maps 1:1 (rule 14), and wrapping their body in `<div class="article">` re-routes through Odoo's standard report CSS which **blows up the mm/dpi layout** — the logo + every element renders huge (tested + reverted 2026-06-04). For those labels do the OPPOSITE: leave the raw `html_container` and **strip the offending non-ASCII glyph to ASCII in the Python display helper** instead (`fp_job_sticker.py::_clean()` maps `º`/`°`/`˚`→'' , em-dash→`-`, smart-quotes→ASCII). Trade-off: you lose the literal glyph (a bake temp `375°F` prints `375F`) but the label stays clean + correctly sized. So: `.article` for normal-flow custom-header reports, ASCII-strip for the fixed-dpi mm labels. | any custom-header PDF report on entech wkhtmltopdf |
 | **QWeb `t-field` requires a dotted path — bare variables fail at compile** | Odoo 19 enforces `assert "." in el.get('t-field')` in `_compile_directive_field`. Writing `<div t-field="partner" t-options="{'widget': 'contact', ...}"/>` (where `partner` came from a `<t t-set="partner" t-value="..."/>` in the calling template) **fails at template-compile time** with `AssertionError: t-field must have at least a dot like 'record.field_name'`. The error message points at the line, but the broader trap is that **you can't write a generic "render-a-partner-as-contact" sub-template that takes a record via t-set** — the contact-widget pattern only works on real field traversals like `doc.partner_id` baked into the template at author time. **Workarounds:** (a) Inline the partner rendering at each call site so the `t-field` has a dotted path (`<div t-field="doc.partner_invoice_id" t-options=...`). (b) Render the address parts manually in the sub-template using `t-esc` on explicit fields (`partner.street`, `partner.city`, etc.) — verbose but works with bare variables. Pattern (b) is what `fp_packing_slip_addr_block` uses now after this trap was hit. Same applies to `t-out` with `widget` options. | any QWeb sub-template trying to render a record via `t-field` |
 | **Assigning a `Date` to a `Datetime` field shifts the day in negative-UTC timezones** | When a transient/wizard `fields.Date` value is written into a target `fields.Datetime` field (e.g. wizard `customer_deadline` → SO `commitment_date`), Odoo stores midnight UTC of the picked date. Rendered back in any negative-UTC timezone (Eastern UTC-4/-5, all of CA/US), midnight UTC = 8pm the previous day — so the user picks "May 25" in the wizard and sees "May 24" on the SO header / PDF report. **Fix:** combine the date with noon before writing: `datetime.combine(self.my_date, time(12, 0))` — noon UTC stays on the same calendar date in every reasonable timezone (±12hr). Caught here on `fp.direct.order.wizard._prepare_order_vals` writing `commitment_date`. Watch for the same pattern any time a wizard/configurator with a Date field hands off to a Datetime target. The reverse (`Datetime` field read into a Date-display) is fine if `t-options="{'widget':'date'}"` is used — Odoo handles the tz-aware date extraction. | any wizard writing a Date value into a Datetime field |
 | **Customer-facing reports use bilingual EN/FR labels** | Every customer-facing report label (column titles, section banners, totals, document title) renders English first and French second. **Default to inline slash format** ("English / French" on one line) — easier to scan and saves vertical space. **Use the stacked variant only for cells too narrow** for the French word to fit on the same line (QTY, UOM, narrow column headers in dense tables). CSS classes live in the `fp_sale_bilingual_styles` template in `report_fp_sale.xml`. **Inline (default):** `.fp-bl-en { font-weight:bold; }` + `.fp-bl-sep { color:#999; margin:0 3px; }` + `.fp-bl-fr { font-weight:normal; font-style:italic; color:#555; }`. Pattern: `<span class="fp-bl-en">English</span><span class="fp-bl-sep">/</span><span class="fp-bl-fr">French</span>`. **Stacked (narrow cells):** `.fp-bl-en-stk` + `.fp-bl-fr-stk` (each `display:block`). **Always render both spans even when EN and FR are the same word** (e.g. "Description / Description", "Taxes / Taxes") — visual consistency across the row matters more than the redundancy; dropping the FR span on identical-word labels leaves an obvious gap when scanning down a column of headers. When a report has a barcode block, encode `doc.name` via `ir.actions.report.barcode_data_uri('Code128', doc.name, 600, 100)` (the helper inlines a data URI — don't `/report/barcode/...` over HTTP, wkhtmltopdf network fetches fail on entech). Apply to ALL outward-facing reports (SO confirmation, quote, invoice, CoC, packing slip, BoL); internal-only reports (job traveller, WO sticker) can stay English. | `fusion_plating_reports/report/report_fp_sale.xml` (canonical), every customer-facing report |

fusion_plating/docs/superpowers/plans/2026-06-04-shopfloor-signoff-reuse-plating-signature.md

@@ -0,0 +1,412 @@
+# Shop-Floor Sign-Off: Reuse Saved Plating Signature — Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** Make shop-floor step sign-off reuse the operator's saved Plating Signature (one-tap confirm) instead of redrawing every time; capture-and-persist it the first time.
+
+**Architecture:** The `/fp/workspace/load` payload exposes whether the user has a Plating Signature + the image; `job_workspace.js` shows a confirm-with-preview dialog when they do (new `FpSignatureConfirm`) and the existing `FpSignaturePad` when they don't; `/fp/workspace/sign_off` persists any drawing to `res.users.x_fc_signature_image` and drops the wasted per-step attachment.
+
+**Tech Stack:** Odoo 19 (`fusion_plating_shopfloor`), OWL components, JSON-RPC controller, `HttpCase` tests.
+
+---
+
+## Working location (IMPORTANT — isolated worktree)
+
+All work happens in the worktree **`K:\Github\Odoo-Modules-signoff-wt`** on branch **`feat/shopfloor-signoff-reuse-signature`** (off `main`). Use absolute paths under that dir for Read/Edit; for git use `git -C "K:\Github\Odoo-Modules-signoff-wt" ...` (tracked prefix `fusion_plating/`). The main checkout is in use by another session — do not touch it.
+
+## Testing model
+
+`fusion_plating_shopfloor` can't install on the local Community box — the `HttpCase` tests run on an Enterprise env (entech clone), like the WO-grouping deploy. Local per-task gate:
+- Python: `python -m pyflakes "<file>"` (host).
+- XML: `python -c "import xml.etree.ElementTree as ET; ET.parse(r'<file>'); print('XML OK')"`.
+- JS (ESM): `node --check` rejects `import` on a `.js`; copy to a temp `.mjs` first: `Copy-Item <file> $env:TEMP\x.mjs; node --check $env:TEMP\x.mjs` (skip if `node` absent — the asset-bundle compile during the clone-verify `-u` is the real gate).
+- SCSS: no local check; Odoo compiles it on `-u` (clone-verify catches errors).
+
+## File structure
+
+| File | Module | Responsibility |
+|------|--------|----------------|
+| `fusion_plating_shopfloor/controllers/workspace_controller.py` | shopfloor | `load` payload keys; `sign_off` persist + drop attachment. |
+| `fusion_plating_shopfloor/static/src/js/components/signature_confirm.js` | shopfloor | NEW confirm dialog component. |
+| `fusion_plating_shopfloor/static/src/xml/components/signature_confirm.xml` | shopfloor | NEW template. |
+| `fusion_plating_shopfloor/static/src/scss/components/_signature_confirm.scss` | shopfloor | NEW styling. |
+| `fusion_plating_shopfloor/static/src/js/job_workspace.js` | shopfloor | confirm-vs-draw wiring. |
+| `fusion_plating_shopfloor/__manifest__.py` | shopfloor | register 3 assets + version bump. |
+| `fusion_plating_shopfloor/tests/test_workspace_controller.py` | shopfloor | new HttpCase tests. |
+
+**Build order:** backend (payload + sign_off + tests) → new component + manifest → workspace wiring → version bump + static checks → clone-verify.
+
+---
+
+### Task 1: Backend — load payload + sign_off rewrite + tests
+
+**Files:**
+- Modify: `fusion_plating_shopfloor/controllers/workspace_controller.py` (load return dict ~line 241; `sign_off` ~line 450-494)
+- Test: `fusion_plating_shopfloor/tests/test_workspace_controller.py`
+
+- [ ] **Step 1: Add the load payload keys.** In `workspace_controller.py`, the `load` method's `return {` dict starts with `'ok': True,` (around line 241-242). Insert these two keys immediately after the `'ok': True,` line, at the same indentation:
+
+```python
+            'user_has_plating_signature': bool(env.user.x_fc_signature_image),
+            'user_plating_signature': (
+                ('data:image/png;base64,%s' % env.user.x_fc_signature_image.decode())
+                if env.user.x_fc_signature_image else ''
+            ),
+```
+
+(`env` is already bound at the top of `load`. `x_fc_signature_image` is in `SELF_READABLE_FIELDS`, so reading `env.user`'s own value is allowed.)
+
+- [ ] **Step 2: Rewrite `sign_off`.** Replace the entire `sign_off` method (the `@http.route('/fp/workspace/sign_off', ...)` decorator + method, lines ~450-494) with:
+
+```python
+    @http.route('/fp/workspace/sign_off', type='jsonrpc', auth='user')
+    def sign_off(self, step_id, signature_data_uri=None):
+        env = request.env
+        step = env['fp.job.step'].browse(int(step_id))
+        if not step.exists():
+            return {'ok': False, 'error': f'Step {step_id} not found'}
+
+        sig = (signature_data_uri or '').strip()
+        user = env.user
+        if sig:
+            # A drawing was supplied (first-time, or "use a different
+            # signature"). Persist it as the user's Plating Signature so
+            # every future sign-off + report reuses it. x_fc_signature_image
+            # is in SELF_WRITEABLE_FIELDS, so writing one's own is allowed.
+            if ',' in sig and sig.startswith('data:'):
+                sig = sig.split(',', 1)[1]
+            try:
+                user.write({'x_fc_signature_image': sig})
+            except Exception:
+                _logger.exception(
+                    "workspace/sign_off: persisting Plating Signature failed for uid %s",
+                    env.uid,
+                )
+                return {'ok': False, 'error': 'Failed to save your signature.'}
+        elif not user.x_fc_signature_image:
+            # No drawing AND no saved signature — nothing to sign with.
+            return {
+                'ok': False,
+                'error': 'A signature is required. Draw one to continue.',
+            }
+
+        try:
+            step.button_finish()
+        except Exception as exc:
+            _logger.exception("workspace/sign_off: button_finish failed")
+            return {'ok': False, 'error': str(exc)}
+
+        _logger.info("Step %s signed off by uid %s", step.id, env.uid)
+        return {'ok': True, 'step_id': step.id, 'state': step.state}
+```
+
+(Note: `signature_data_uri` is now optional; the per-step `ir.attachment` create is gone.)
+
+- [ ] **Step 3: Write the tests.** Append to `fusion_plating_shopfloor/tests/test_workspace_controller.py` (the file already defines `_rpc`, `_TINY_PNG_B64`, and the `@tagged` decorator at the top — reuse them):
+
+```python
+@tagged('-at_install', 'post_install', 'fp_shopfloor')
+class TestWorkspaceSignOff(HttpCase):
+
+    def setUp(self):
+        super().setUp()
+        self.authenticate("admin", "admin")
+        self.partner = self.env['res.partner'].create({'name': 'Sig Cust'})
+        self.product = self.env['product.product'].create({'name': 'Sig Prod'})
+        self.job = self.env['fp.job'].create({
+            'name': 'WH/JOB/SIG001',
+            'partner_id': self.partner.id,
+            'product_id': self.product.id,
+            'qty': 3,
+        })
+
+    def test_load_exposes_plating_signature_flags(self):
+        self.env.user.x_fc_signature_image = False
+        res = _rpc(self, '/fp/workspace/load', job_id=self.job.id)
+        self.assertFalse(res['user_has_plating_signature'])
+        self.assertEqual(res['user_plating_signature'], '')
+        self.env.user.x_fc_signature_image = _TINY_PNG_B64
+        res2 = _rpc(self, '/fp/workspace/load', job_id=self.job.id)
+        self.assertTrue(res2['user_has_plating_signature'])
+        self.assertTrue(
+            res2['user_plating_signature'].startswith('data:image/png;base64,'))
+
+    def test_sign_off_without_signature_and_no_saved_errors(self):
+        self.env.user.x_fc_signature_image = False
+        step = self.env['fp.job.step'].create({
+            'job_id': self.job.id, 'name': 'Final', 'sequence': 10})
+        res = _rpc(self, '/fp/workspace/sign_off', step_id=step.id)
+        self.assertFalse(res['ok'])
+        self.assertIn('signature', res['error'].lower())
+
+    def test_sign_off_with_drawing_persists_signature_and_no_attachment(self):
+        self.env.user.x_fc_signature_image = False
+        step = self.env['fp.job.step'].create({
+            'job_id': self.job.id, 'name': 'Final', 'sequence': 10})
+        data_uri = 'data:image/png;base64,' + _TINY_PNG_B64
+        # button_finish may fail on this un-started step; we assert the
+        # signature-persist + no-attachment side effects, which happen first.
+        _rpc(self, '/fp/workspace/sign_off',
+             step_id=step.id, signature_data_uri=data_uri)
+        self.env.user.invalidate_recordset(['x_fc_signature_image'])
+        self.assertTrue(
+            self.env.user.x_fc_signature_image,
+            'drawing persisted to the Plating Signature')
+        n = self.env['ir.attachment'].search_count([
+            ('res_model', '=', 'fp.job.step'), ('res_id', '=', step.id)])
+        self.assertEqual(n, 0, 'no per-step signature attachment is created')
+```
+
+- [ ] **Step 4: Static check.** Run:
+```
+python -m pyflakes "K:\Github\Odoo-Modules-signoff-wt\fusion_plating\fusion_plating_shopfloor\controllers\workspace_controller.py" "K:\Github\Odoo-Modules-signoff-wt\fusion_plating\fusion_plating_shopfloor\tests\test_workspace_controller.py"
+```
+Expected: clean (ignore pre-existing warnings on lines you didn't touch).
+
+- [ ] **Step 5: Commit.**
+```
+git -C "K:\Github\Odoo-Modules-signoff-wt" add fusion_plating/fusion_plating_shopfloor/controllers/workspace_controller.py fusion_plating/fusion_plating_shopfloor/tests/test_workspace_controller.py
+git -C "K:\Github\Odoo-Modules-signoff-wt" commit -m "feat(fusion_plating_shopfloor): sign_off reuses+persists Plating Signature; load exposes it"
+```
+
+---
+
+### Task 2: New `FpSignatureConfirm` component + manifest registration
+
+**Files:**
+- Create: `fusion_plating_shopfloor/static/src/js/components/signature_confirm.js`
+- Create: `fusion_plating_shopfloor/static/src/xml/components/signature_confirm.xml`
+- Create: `fusion_plating_shopfloor/static/src/scss/components/_signature_confirm.scss`
+- Modify: `fusion_plating_shopfloor/__manifest__.py` (assets list, after the `signature_pad.*` block ~line 81; version)
+
+- [ ] **Step 1: Create the JS component.**
+
+```js
+/** @odoo-module **/
+// =============================================================================
+// Fusion Plating — SignatureConfirm
+//
+// Confirm dialog shown when the operator already has a saved Plating
+// Signature: previews it + "Sign & Finish" (props.onConfirm) or "Use a
+// different signature" (props.onRedraw, opens the draw-pad). No drawing here.
+// =============================================================================
+import { Component } from "@odoo/owl";
+import { Dialog } from "@web/core/dialog/dialog";
+
+export class FpSignatureConfirm extends Component {
+    static template = "fusion_plating_shopfloor.SignatureConfirm";
+    static components = { Dialog };
+    static props = {
+        close: Function,                                  // dialog service injects
+        title: { type: String, optional: true },
+        contextLabel: { type: String, optional: true },
+        signatureUrl: { type: String },                   // data: URI of saved sig
+        onConfirm: { type: Function },                    // () => commit (no drawing)
+        onRedraw: { type: Function },                     // () => open draw-pad
+    };
+
+    onConfirm() {
+        this.props.onConfirm();
+        this.props.close();
+    }
+    onRedraw() {
+        this.props.onRedraw();
+        this.props.close();
+    }
+    onCancel() {
+        this.props.close();
+    }
+}
+```
+
+- [ ] **Step 2: Create the XML template.**
+
+```xml
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+    <t t-name="fusion_plating_shopfloor.SignatureConfirm">
+        <Dialog title="props.title or 'Confirm signature'" size="'md'">
+            <div class="o_fp_sig_confirm">
+                <div class="o_fp_sig_ctx" t-if="props.contextLabel">
+                    <t t-esc="props.contextLabel"/>
+                </div>
+                <div class="o_fp_sig_preview">
+                    <img t-att-src="props.signatureUrl" alt="Your saved signature"/>
+                </div>
+                <div class="o_fp_sig_hint">Your saved Plating Signature will be applied.</div>
+            </div>
+            <t t-set-slot="footer">
+                <button class="btn btn-link" t-on-click="onRedraw">Use a different signature</button>
+                <button class="btn btn-link" t-on-click="onCancel">Cancel</button>
+                <button class="btn btn-primary" t-on-click="onConfirm">Sign &amp; Finish</button>
+            </t>
+        </Dialog>
+    </t>
+
+</templates>
+```
+
+- [ ] **Step 3: Create the SCSS.**
+
+```scss
+// Confirm-with-preview dialog for shop-floor sign-off. Explicit hex per the
+// project card-styling rule (don't rely on var(--bs-border-color)).
+.o_fp_sig_confirm {
+    .o_fp_sig_ctx {
+        font-size: 0.85rem;
+        color: #555;
+        margin-bottom: 8px;
+    }
+    .o_fp_sig_preview {
+        display: flex;
+        justify-content: center;
+        align-items: center;
+        min-height: 120px;
+        padding: 8px;
+        background-color: #ffffff;
+        border: 1px solid #d8dadd;
+        border-radius: 4px;
+        img {
+            max-width: 100%;
+            max-height: 160px;
+        }
+    }
+    .o_fp_sig_hint {
+        text-align: center;
+        margin-top: 6px;
+        font-size: 0.85rem;
+        color: #555;
+    }
+}
+```
+
+- [ ] **Step 4: Register assets + bump version** in `__manifest__.py`. Immediately after the three `signature_pad.*` lines (the `.scss`, `.xml`, `.js` block ending ~line 81), insert:
+
+```python
+            'fusion_plating_shopfloor/static/src/scss/components/_signature_confirm.scss',
+            'fusion_plating_shopfloor/static/src/xml/components/signature_confirm.xml',
+            'fusion_plating_shopfloor/static/src/js/components/signature_confirm.js',
+```
+
+And change `'version': '19.0.37.1.0',` → `'version': '19.0.37.2.0',`.
+
+- [ ] **Step 5: Static checks.**
+```
+python -c "import xml.etree.ElementTree as ET; ET.parse(r'K:\Github\Odoo-Modules-signoff-wt\fusion_plating\fusion_plating_shopfloor\static\src\xml\components\signature_confirm.xml'); print('XML OK')"
+```
+Expected: `XML OK`. (Optional JS check: copy `signature_confirm.js` to `$env:TEMP\x.mjs` and `node --check` it if `node` is present.)
+
+- [ ] **Step 6: Commit.**
+```
+git -C "K:\Github\Odoo-Modules-signoff-wt" add fusion_plating/fusion_plating_shopfloor/static/src/js/components/signature_confirm.js fusion_plating/fusion_plating_shopfloor/static/src/xml/components/signature_confirm.xml fusion_plating/fusion_plating_shopfloor/static/src/scss/components/_signature_confirm.scss fusion_plating/fusion_plating_shopfloor/__manifest__.py
+git -C "K:\Github\Odoo-Modules-signoff-wt" commit -m "feat(fusion_plating_shopfloor): FpSignatureConfirm dialog + asset registration"
+```
+
+---
+
+### Task 3: Wire confirm-vs-draw into `job_workspace.js`
+
+**Files:**
+- Modify: `fusion_plating_shopfloor/static/src/js/job_workspace.js` (import ~line 27; `static components` ~line 41; `onFinishStep` ~line 364-392)
+
+- [ ] **Step 1: Import the new component.** After the existing `import { FpSignaturePad } from "./components/signature_pad";` (line 27), add:
+
+```js
+import { FpSignatureConfirm } from "./components/signature_confirm";
+```
+
+- [ ] **Step 2: Register it in `static components`.** In the `static components = { ... };` line (~41), add `FpSignatureConfirm` to the set (e.g. right after `FpSignaturePad`):
+
+```js
+    static components = { WorkflowChip, GateViz, FpSignaturePad, FpSignatureConfirm, FpHoldComposer, FpTabletLock, FpRackPartsDialog, FpDamageDialog, FpFinishBlockDialog, RackingPanel, FpMovePartsDialog };
+```
+
+- [ ] **Step 3: Replace `onFinishStep` and add two helpers.** Replace the whole `onFinishStep(step)` method (currently lines ~364-392, the `if (step.requires_signoff) { this.dialog.add(FpSignaturePad, {...}); return; } await this._callFinishStep(step, false);`) with:
+
+```js
+    async onFinishStep(step) {
+        if (step.requires_signoff) {
+            if (this.state.data.user_has_plating_signature) {
+                // One-tap confirm with preview of the saved Plating Signature.
+                this.dialog.add(FpSignatureConfirm, {
+                    title: `Sign to finish ${step.name}`,
+                    contextLabel: `${this.state.data.job.display_wo_name} · Step ${step.sequence_display}: ${step.name}`,
+                    signatureUrl: this.state.data.user_plating_signature,
+                    onConfirm: () => this._commitSignOff(step, null),   // use saved
+                    onRedraw: () => this._openSignaturePad(step),       // draw a new one
+                });
+            } else {
+                // First time — draw once; the backend persists it.
+                this._openSignaturePad(step);
+            }
+            return;
+        }
+        // Plain finish — routes through /fp/workspace/finish_step which
+        // returns structured errors so we can show the FpFinishBlockDialog.
+        await this._callFinishStep(step, /* bypass */ false);
+    }
+
+    _openSignaturePad(step) {
+        this.dialog.add(FpSignaturePad, {
+            title: `Sign to finish ${step.name}`,
+            contextLabel: `${this.state.data.job.display_wo_name} · Step ${step.sequence_display}: ${step.name}`,
+            onSubmit: (dataUri) => this._commitSignOff(step, dataUri),
+        });
+    }
+
+    async _commitSignOff(step, dataUri) {
+        try {
+            const res = await fpRpc("/fp/workspace/sign_off", {
+                step_id: step.id,
+                signature_data_uri: dataUri,   // null -> backend uses the saved signature
+            });
+            if (res && res.ok) {
+                this.notification.add("Step signed off and finished.", { type: "success" });
+                await this.refresh();
+            } else {
+                this.notification.add((res && res.error) || "Sign-off failed", { type: "danger" });
+            }
+        } catch (err) {
+            this.notification.add(err.message, { type: "danger" });
+        }
+    }
+```
+
+(`fpRpc`, `this.dialog`, `this.notification`, `this.refresh`, `this._callFinishStep` all already exist in this component — verify the imports/usages are unchanged.)
+
+- [ ] **Step 4: Static check (optional JS).** Copy `job_workspace.js` to `$env:TEMP\x.mjs` and `node --check $env:TEMP\x.mjs` if `node` is present; otherwise rely on the clone-verify asset compile.
+
+- [ ] **Step 5: Commit.**
+```
+git -C "K:\Github\Odoo-Modules-signoff-wt" add fusion_plating/fusion_plating_shopfloor/static/src/js/job_workspace.js
+git -C "K:\Github\Odoo-Modules-signoff-wt" commit -m "feat(fusion_plating_shopfloor): workspace sign-off confirms saved signature, draws only when absent"
+```
+
+---
+
+### Task 4: Verify on an entech clone
+
+**Files:** none (verification only). Mirror the WO-grouping clone-verify recipe.
+
+- [ ] **Step 1: Clone + upgrade + tests.** On entech: clone `admin` → throwaway UTF-8 DB (`createdb -O odoo -E UTF8 -T template0 --lc-collate=C --lc-ctype=C`, then `pg_dump admin | psql`), stage this branch's `fusion_plating_shopfloor` files into `/mnt/extra-addons/custom/fusion_plating_shopfloor`, then:
+```
+odoo -c /etc/odoo/odoo.conf -d <clone> -u fusion_plating_shopfloor --test-enable \
+     --test-tags /fusion_plating_shopfloor:TestWorkspaceSignOff --stop-after-init \
+     --workers=0 --http-port=0 --gevent-port=0 --log-level=test
+```
+Expected: exit 0; the 3 new tests pass. (Run the full `/fusion_plating_shopfloor` suite + a baseline diff if any failures appear, to confirm they're pre-existing — same technique as the WO-grouping deploy.)
+
+- [ ] **Step 2: Asset compile sanity.** Confirm the `-u` compiled the backend bundle without SCSS/XML errors (no `CRITICAL`/`Failed to load` for `signature_confirm`).
+
+- [ ] **Step 3: Browser smoke (clone or post-deploy).** As a tech with **no** Plating Signature: finish a `requires_signoff` step → draw-pad appears → draw → their `x_fc_signature_image` is set (query DB). Finish another sign-off step → the **confirm-with-preview** dialog appears (no pad) → Sign & Finish works. Render that job's WO Detail → the saved signature shows.
+
+- [ ] **Step 4: Mark complete.** Suite green + smoke confirmed → ready to deploy `fusion_plating_shopfloor` to entech (standard recipe: backup, stage, `-u`, cache-bust, restart, gated on exit 0).
+
+---
+
+## Self-review (by plan author)
+
+- **Spec coverage:** load payload keys (Task 1) ✓; sign_off optional URI + persist + drop attachment (Task 1) ✓; `FpSignatureConfirm` (Task 2) ✓; workspace confirm-vs-draw + "use a different signature" replaces saved (Task 3) ✓; manifest assets + version (Task 2) ✓; tablet-only scope, no model/migration ✓.
+- **Placeholder scan:** no TBD/TODO; every code step has complete code; `<clone>` in Task 4 is an explicit env parameter.
+- **Type/name consistency:** `signature_data_uri` (optional, default None) consistent across controller + JS; payload keys `user_has_plating_signature` / `user_plating_signature` consistent between controller (Task 1), workspace `this.state.data.*` (Task 3); `FpSignatureConfirm` props (`signatureUrl`, `onConfirm`, `onRedraw`) consistent between the component (Task 2) and its caller (Task 3); `_commitSignOff` / `_openSignaturePad` defined and used in Task 3.

fusion_plating/docs/superpowers/specs/2026-06-04-shopfloor-signoff-reuse-plating-signature-design.md

@@ -0,0 +1,192 @@
+# Shop-Floor Sign-Off: Reuse the Saved Plating Signature
+
+**Date:** 2026-06-04
+**Module(s):** `fusion_plating_shopfloor` (frontend + controller), reads `res.users.x_fc_signature_image` (defined in `fusion_plating_jobs`)
+**Author:** Gurpreet (Nexa Systems Inc.)
+**Status:** Draft — pending user review of this spec
+
+## Summary
+
+On the shop-floor Job Workspace, finishing any recipe step with
+`requires_signoff=True` pops a draw-pad and makes the operator **draw a
+signature from scratch every time**. Worse, that per-step drawing is
+saved as an `ir.attachment` on the step and then **never used** — the WO
+Detail / CoC reports render the signer's **Plating Signature**
+(`res.users.x_fc_signature_image`, per CLAUDE.md rule 14b), not the step
+attachment.
+
+This change makes sign-off reuse the operator's saved **Plating
+Signature**: if they have one, finishing is a one-tap confirm (preview +
+"Sign & Finish"); if they don't, they draw once and it is **persisted to
+their Plating Signature**, so every later sign-off — and every report —
+uses it without redrawing.
+
+## Current behaviour (the bug)
+
+- `onFinishStep` ([job_workspace.js:364](../../../fusion_plating_shopfloor/static/src/js/job_workspace.js)) — when `step.requires_signoff`, always opens `FpSignaturePad`; on submit POSTs the drawing to `/fp/workspace/sign_off`.
+- `/fp/workspace/sign_off` ([workspace_controller.py:451](../../../fusion_plating_shopfloor/controllers/workspace_controller.py)) — requires a non-empty `signature_data_uri`, creates a per-step `ir.attachment` from it, then calls `step.button_finish()` (which sets `signoff_user_id` via `_fp_autosign_if_required`).
+- Reports read `signer_user.x_fc_signature_image`, **not** the step attachment → the drawing is wasted.
+- `x_fc_signature_image` = `fields.Binary(string='Plating Signature', attachment=True)` on `res.users` (defined in `fusion_plating_jobs/models/res_users.py`), already in `SELF_READABLE_FIELDS` **and** `SELF_WRITEABLE_FIELDS` (fusion_plating/models/res_users.py) — so a tablet tech can read and write **their own** signature with no sudo.
+
+## Locked decisions (from brainstorming, 2026-06-04)
+
+| Q | Decision |
+|---|----------|
+| Finish UX when the user HAS a saved signature | **Quick confirm with preview** — small dialog showing their saved signature + "Sign & Finish", plus a "Use a different signature" link. One tap, no drawing. |
+| Finish UX when the user has NO saved signature | Existing draw-pad → on submit, **persist the drawing to their Plating Signature** + finish. |
+| "Use a different signature" | Opens the draw-pad; the new drawing **replaces** their saved Plating Signature (it is their signature) and signs this step. |
+| Per-step signature `ir.attachment` | **Dropped** — redundant (reports never read it). Audit of *who signed when* stays on `signoff_user_id` + the finish timestamp. |
+| Scope | **Tablet Job Workspace only.** The backend job-form `action_signoff` already works off `x_fc_signature_image` implicitly (no draw UI) — unchanged. |
+
+## Goals / non-goals
+
+**Goals**
+- A user with a saved Plating Signature never redraws — one-tap confirm.
+- A user without one draws exactly once; it persists to their Plating Signature.
+- The signature shown on certs/WO reports is the same saved Plating Signature (already true; this guarantees it exists).
+
+**Non-goals**
+- Changing the backend `action_signoff` / job-form flow.
+- Per-signoff historical signature snapshots (reports already read the *live* `x_fc_signature_image`; not changing that).
+- Touching the signoff gate logic (`requires_signoff`, `_fp_autosign_if_required`, `_fp_check_signoff_complete`) — unchanged.
+- QC-checklist or any non-workspace signature surface (none use `FpSignaturePad`).
+
+## Architecture
+
+### 1. Workspace load payload — expose the saved signature
+
+In the `/fp/workspace/load` payload builder (`workspace_controller.py`),
+add two keys derived from the current user (`request.env.user`, already
+the per-tech session):
+
+```python
+user = request.env.user
+sig = user.x_fc_signature_image          # base64 or False (SELF_READABLE)
+payload['user_has_plating_signature'] = bool(sig)
+payload['user_plating_signature'] = (
+    ('data:image/png;base64,%s' % sig.decode()) if sig else ''
+)
+```
+
+(`x_fc_signature_image` is a small PNG; one data URI per load is fine. If
+it ever grows, switch to a `/web/image/res.users/<uid>/x_fc_signature_image`
+URL — deferred.)
+
+### 2. Frontend — confirm-vs-draw in `onFinishStep`
+
+`job_workspace.js`, `onFinishStep(step)` — replace the unconditional
+`FpSignaturePad` branch with:
+
+```js
+if (step.requires_signoff) {
+    if (this.state.data.user_has_plating_signature) {
+        this.dialog.add(FpSignatureConfirm, {
+            title: `Sign to finish ${step.name}`,
+            contextLabel: `${this.state.data.job.display_wo_name} · Step ${step.sequence_display}: ${step.name}`,
+            signatureUrl: this.state.data.user_plating_signature,
+            onConfirm: () => this._commitSignOff(step, null),       // no drawing -> use saved
+            onRedraw: () => this._openSignaturePad(step),           // draw -> replaces saved
+        });
+    } else {
+        this._openSignaturePad(step);                               // first time -> draw + persist
+    }
+    return;
+}
+await this._callFinishStep(step, false);                            // plain finish (unchanged)
+```
+
+New helpers:
+- `_openSignaturePad(step)` — opens the existing `FpSignaturePad`; its `onSubmit(dataUri)` calls `this._commitSignOff(step, dataUri)`.
+- `_commitSignOff(step, dataUri)` — POSTs `{ step_id, signature_data_uri: dataUri /* may be null */ }` to `/fp/workspace/sign_off`, handles ok/error notifications + `refresh()` (the existing logic, factored out of the current inline `onSubmit`).
+
+### 3. New OWL component — `FpSignatureConfirm`
+
+`fusion_plating_shopfloor/static/src/js/components/signature_confirm.js`
+(+ `signature_confirm.xml`, reuse `_signature_pad.scss` tokens or add a
+small `_signature_confirm.scss`). A `Dialog` showing:
+- the saved signature image (`<img t-att-src="props.signatureUrl"/>`),
+- the context label,
+- **Sign & Finish** → `props.onConfirm(); props.close();`
+- **Use a different signature** → `props.onRedraw(); props.close();`
+- **Cancel** → `props.close();`
+
+Props: `close, title?, contextLabel?, signatureUrl, onConfirm, onRedraw`.
+Mirrors `FpSignaturePad`'s shape. Register it in `JobWorkspace.components`
+and the manifest assets.
+
+### 4. Backend — `/fp/workspace/sign_off` persists, drops the attachment
+
+`workspace_controller.py`, `sign_off(self, step_id, signature_data_uri=None)`:
+
+```python
+env = request.env
+step = env['fp.job.step'].browse(int(step_id))
+if not step.exists():
+    return {'ok': False, 'error': f'Step {step_id} not found'}
+
+sig = (signature_data_uri or '').strip()
+user = env.user
+if sig:
+    # A drawing was supplied (first-time, or "use a different signature").
+    if ',' in sig and sig.startswith('data:'):
+        sig = sig.split(',', 1)[1]
+    try:
+        user.write({'x_fc_signature_image': sig})   # SELF_WRITEABLE; own record
+    except Exception:
+        _logger.exception("sign_off: persisting Plating Signature failed for uid %s", env.uid)
+        return {'ok': False, 'error': 'Failed to save your signature.'}
+elif not user.x_fc_signature_image:
+    # No drawing AND no saved signature — nothing to sign with.
+    return {'ok': False, 'error': 'A signature is required. Draw one to continue.'}
+
+try:
+    step.button_finish()                              # sets signoff_user_id + gates
+except Exception as exc:
+    _logger.exception("sign_off: button_finish failed")
+    return {'ok': False, 'error': str(exc)}
+
+return {'ok': True, 'step_id': step.id, 'state': step.state}
+```
+
+- `signature_data_uri` is now **optional** (defaults `None`).
+- No `ir.attachment` is created (the dropped per-step artifact).
+- The signature persists to the user's own `x_fc_signature_image` (direct write — the field is in `SELF_WRITEABLE_FIELDS`).
+
+## Files touched
+
+| # | File | Change |
+|---|------|--------|
+| 1 | `fusion_plating_shopfloor/controllers/workspace_controller.py` | `sign_off`: optional `signature_data_uri`, persist to `x_fc_signature_image`, drop attachment; add `user_has_plating_signature` + `user_plating_signature` to the load payload. |
+| 2 | `fusion_plating_shopfloor/static/src/js/components/signature_confirm.js` | NEW confirm dialog. |
+| 3 | `fusion_plating_shopfloor/static/src/xml/components/signature_confirm.xml` | NEW template. |
+| 4 | `fusion_plating_shopfloor/static/src/scss/components/_signature_confirm.scss` | NEW (small). |
+| 5 | `fusion_plating_shopfloor/static/src/js/job_workspace.js` | `onFinishStep` branch; `_openSignaturePad` + `_commitSignOff` helpers; register `FpSignatureConfirm`. |
+| 6 | `fusion_plating_shopfloor/__manifest__.py` | add the 3 new asset files + version bump. |
+
+No model, view, ACL, or migration changes. `res.users.x_fc_signature_image` already exists with the right SELF_* access.
+
+## Edge cases
+
+| Case | Behaviour |
+|------|-----------|
+| Has saved sig → "Sign & Finish" | No drawing sent; `button_finish()` only; report uses saved sig. |
+| No saved sig → draw | Drawing persists to `x_fc_signature_image`; future steps are one-tap. |
+| Has saved sig → "Use a different signature" → draw | New drawing **replaces** saved sig + signs. |
+| Empty draw | `FpSignaturePad.onSubmit` already no-ops without ink; backend also rejects empty+no-saved. |
+| `button_finish` raises a gate error (required inputs, predecessor, etc.) | Returned as `{ok:false, error}` and shown as a notification — the signature has already persisted (harmless; it's their signature either way). |
+| Manager/Owner with no saved sig | Same flow — draws once, persists. |
+
+## Testing
+
+`fusion_plating_shopfloor` can't install on local Community; verify on an
+entech clone (`-u` + odoo-shell), like the WO-grouping deploy.
+
+- **Unit (controller logic, runnable where the module installs):** `sign_off` with a data URI writes `env.user.x_fc_signature_image` and finishes; `sign_off` with no URI + an existing saved sig finishes without writing; `sign_off` with no URI + no saved sig returns the "signature required" error; no `ir.attachment` is created in any path.
+- **Payload:** `/fp/workspace/load` returns `user_has_plating_signature=False` + empty `user_plating_signature` for a user with no sig, and `True` + a `data:image/png;base64,…` URI once set.
+- **Live smoke (entech clone):** a tech with no Plating Signature draws on a sign-off step → their `x_fc_signature_image` is populated; the next sign-off shows the confirm-preview (no pad); the WO Detail report renders the saved signature.
+
+## Static-check note
+
+`node --check` rejects ESM `import` on a `.js`; copy the OWL files to
+`/tmp/x.mjs` for a syntax check, and lxml/ET-parse the `.xml` template
+(per the project's static-check conventions).

fusion_plating/fusion_plating_certificates/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating — Certificates',
-    'version': '19.0.9.3.0',
+    'version': '19.0.10.3.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Certificate registry for CoC, thickness reports, and quality documents.',
     'description': """

fusion_plating/fusion_plating_certificates/migrations/19.0.10.2.0/post-migrate.py

@@ -0,0 +1,57 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1
+"""Migrate the single Default CoC Contact (Many2one) to the multi-contact
+Many2many.
+
+The field x_fc_default_coc_contact_id (Many2one column on res_partner) was
+renamed to x_fc_default_coc_contact_ids (self-referential Many2many, rel
+table fp_default_coc_contact_rel). Odoo creates the new rel table during the
+schema-update phase but leaves the old column orphaned. Copy each partner's
+single contact into the new M2m so existing per-customer CoC routing carries
+over, then drop the dead column. Idempotent + guarded on column existence.
+"""
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+def migrate(cr, version):
+    # Old column still present (Odoo doesn't drop removed-field columns)?
+    cr.execute("""
+        SELECT 1 FROM information_schema.columns
+         WHERE table_name = 'res_partner'
+           AND column_name = 'x_fc_default_coc_contact_id'
+    """)
+    if not cr.fetchone():
+        return
+    # New M2m rel table created by the schema update before this runs.
+    cr.execute("""
+        SELECT 1 FROM information_schema.tables
+         WHERE table_name = 'fp_default_coc_contact_rel'
+    """)
+    if not cr.fetchone():
+        _logger.warning(
+            'fp_default_coc_contact_rel missing — skipping CoC contact '
+            'migration (rel table not created yet).')
+        return
+    # Copy the single value into the M2m (skip rows already present so a
+    # re-run is harmless).
+    cr.execute("""
+        INSERT INTO fp_default_coc_contact_rel (partner_id, contact_id)
+        SELECT p.id, p.x_fc_default_coc_contact_id
+          FROM res_partner p
+         WHERE p.x_fc_default_coc_contact_id IS NOT NULL
+           AND NOT EXISTS (
+               SELECT 1 FROM fp_default_coc_contact_rel r
+                WHERE r.partner_id = p.id
+                  AND r.contact_id = p.x_fc_default_coc_contact_id)
+    """)
+    moved = cr.rowcount
+    cr.execute(
+        "ALTER TABLE res_partner DROP COLUMN IF EXISTS "
+        "x_fc_default_coc_contact_id")
+    _logger.info(
+        'CoC contact migration: copied %s single Default-CoC-Contact value(s) '
+        'into the new x_fc_default_coc_contact_ids M2m, dropped old column.',
+        moved)

fusion_plating/fusion_plating_certificates/migrations/19.0.10.3.0/post-migrate.py

@@ -0,0 +1,52 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1
+"""Migrate the cert's single Customer Contact (Many2one) to a Many2many.
+
+fp.certificate.contact_partner_id (single Many2one column) was renamed to
+contact_partner_ids (Many2many -> res.partner, rel
+fp_certificate_contact_partner_rel) so a cert can carry every contact who
+receives the CoC. Odoo creates the new rel table during the schema-update
+phase but leaves the old column orphaned. Copy each cert's single contact
+into the new M2m (becomes the primary / printed addressee), then drop the
+dead column. Guarded + idempotent.
+"""
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+def migrate(cr, version):
+    cr.execute("""
+        SELECT 1 FROM information_schema.columns
+         WHERE table_name = 'fp_certificate'
+           AND column_name = 'contact_partner_id'
+    """)
+    if not cr.fetchone():
+        return
+    cr.execute("""
+        SELECT 1 FROM information_schema.tables
+         WHERE table_name = 'fp_certificate_contact_partner_rel'
+    """)
+    if not cr.fetchone():
+        _logger.warning(
+            'fp_certificate_contact_partner_rel missing — skipping cert '
+            'customer-contact migration (rel table not created yet).')
+        return
+    cr.execute("""
+        INSERT INTO fp_certificate_contact_partner_rel (cert_id, partner_id)
+        SELECT c.id, c.contact_partner_id
+          FROM fp_certificate c
+         WHERE c.contact_partner_id IS NOT NULL
+           AND NOT EXISTS (
+               SELECT 1 FROM fp_certificate_contact_partner_rel r
+                WHERE r.cert_id = c.id
+                  AND r.partner_id = c.contact_partner_id)
+    """)
+    moved = cr.rowcount
+    cr.execute(
+        "ALTER TABLE fp_certificate DROP COLUMN IF EXISTS contact_partner_id")
+    _logger.info(
+        'Cert customer-contact migration: copied %s single contact_partner_id '
+        'value(s) into the new contact_partner_ids M2m, dropped old column.',
+        moved)

fusion_plating/fusion_plating_certificates/models/fp_certificate.py

@@ -58,11 +58,18 @@ class FpCertificate(models.Model):
         string='Customer Job No.',
         help="Customer's internal job / traveler reference.",
     )
-    contact_partner_id = fields.Many2one(
-        'res.partner', string='Customer Contact',
+    contact_partner_ids = fields.Many2many(
+        'res.partner',
+        relation='fp_certificate_contact_partner_rel',
+        column1='cert_id', column2='partner_id',
+        string='Customer Contact',
         domain="[('parent_id', '=', partner_id)]",
-        help="Specific contact person at the customer for this certificate. "
-             'Their name, email, and phone are printed on the CoC.',
+        help="Contacts at the customer who receive this certificate. "
+             "Auto-filled from the customer's Default CoC Contacts when a "
+             'job ships. The first is the primary (its name, email and '
+             'phone print on the CoC); ALL of them are emailed when the '
+             'cert is sent to the customer. (Renamed from the single '
+             'contact_partner_id — see migration 19.0.10.3.0.)',
     )
     issued_by_id = fields.Many2one(
         'res.users', string='Issued By', default=lambda self: self.env.user,
@@ -436,6 +443,47 @@ class FpCertificate(models.Model):
                 rec.invalidate_recordset(['name'])
         return records
 
+    def _fp_needs_thickness_data(self):
+        """True when this cert MUST carry thickness data to be issued.
+
+        Single source of truth shared by action_issue (hard gate) and the
+        Issue-Certs wizard (readiness hint) so the two can never drift.
+
+        Partner side — the ceiling: a CoC needs thickness when the customer
+        is strict-thickness (aerospace / Nadcap) or opts into the
+        thickness-on-CoC bundle; a thickness_report cert always needs it.
+
+        Recipe side — suppress-only: a recipe whose requires_thickness_report
+        is False (passivation, chemical conversion, anodize seal-only — no
+        plating thickness physically exists) REMOVES the requirement even
+        when the customer asked. This mirrors Step 2 of
+        fp.job._resolve_required_cert_types so the cert-type resolver and
+        this issue-time gate agree. Without it, a passivation CoC for a
+        thickness customer can never be issued (the gate demands Fischerscope
+        data the process cannot produce). Field-existence guards keep this
+        safe when fusion_plating_jobs / fusion_plating are at an older
+        schema or not installed.
+        """
+        self.ensure_one()
+        partner = self.partner_id
+        needs = (
+            self.certificate_type == 'thickness_report'
+            or (self.certificate_type == 'coc' and partner and (
+                ('x_fc_strict_thickness_required' in partner._fields
+                 and partner.x_fc_strict_thickness_required)
+                or ('x_fc_send_thickness_report' in partner._fields
+                    and partner.x_fc_send_thickness_report)
+            ))
+        )
+        if not needs:
+            return False
+        job = self.x_fc_job_id if 'x_fc_job_id' in self._fields else False
+        recipe = job.recipe_id if job else False
+        if (recipe and 'requires_thickness_report' in recipe._fields
+                and not recipe.requires_thickness_report):
+            return False
+        return True
+
     # ----- State actions ----------------------------------------------------
     def action_issue(self):
         # ===== ACL guard (spec 2026-05-25 §ACL changes) ===============
@@ -478,12 +526,15 @@ class FpCertificate(models.Model):
             # was configured would still trip the gate even after sales
             # set the default. Robust-by-construction: the defaults take
             # effect retroactively at issue time.
-            if (not rec.contact_partner_id
+            if (not rec.contact_partner_ids
                     and rec.partner_id
-                    and 'x_fc_default_coc_contact_id' in rec.partner_id._fields
-                    and rec.partner_id.x_fc_default_coc_contact_id):
-                rec.contact_partner_id = (
-                    rec.partner_id.x_fc_default_coc_contact_id
+                    and 'x_fc_default_coc_contact_ids' in rec.partner_id._fields
+                    and rec.partner_id.x_fc_default_coc_contact_ids):
+                # Auto-fill ALL the customer's CoC contacts. The first is
+                # the primary (printed on the CoC); every contact is emailed
+                # when the cert is sent (action_send_to_customer).
+                rec.contact_partner_ids = (
+                    rec.partner_id.x_fc_default_coc_contact_ids
                 )
             # Lazy-fill the signer from the LIVE company owner (Settings
             # "Certificate Owner") when no per-cert / per-spec signer was
@@ -537,27 +588,27 @@ class FpCertificate(models.Model):
                     '(Settings > Fusion Plating).'
                 ) % {'name': rec.name or rec.display_name})
             # Customer contact — the named recipient printed on the
-            # cert and emailed when it ships. Auto-filled from
-            # partner.x_fc_default_coc_contact_id when set.
-            if not rec.contact_partner_id:
+            # cert and emailed when it ships. Auto-filled from the FIRST
+            # of partner.x_fc_default_coc_contact_ids when set.
+            if not rec.contact_partner_ids:
                 raise UserError(_(
                     'Cannot issue certificate "%(name)s" — Customer '
-                    'Contact is not set.\n\nPick the recipient contact, '
-                    'or configure a Default CoC Contact on customer '
+                    'Contact is not set.\n\nPick the recipient contact(s), '
+                    'or configure Default CoC Contacts on customer '
                     '"%(cust)s".'
                 ) % {
                     'name': rec.name or rec.display_name,
                     'cust': rec.partner_id.name if rec.partner_id else '?',
                 })
-            if not (rec.contact_partner_id.email or '').strip():
+            if not (rec.contact_partner_ids[:1].email or '').strip():
                 raise UserError(_(
-                    'Cannot issue certificate "%(name)s" — contact '
-                    '"%(c)s" has no email address.\n\nAdd an email '
-                    'to the contact before issuing (the cert is sent '
-                    'by email post-issue).'
+                    'Cannot issue certificate "%(name)s" — primary contact '
+                    '"%(c)s" has no email address.\n\nAdd an email to the '
+                    'contact before issuing (the cert is sent by email '
+                    'post-issue).'
                 ) % {
                     'name': rec.name or rec.display_name,
-                    'c':    rec.contact_partner_id.name,
+                    'c':    rec.contact_partner_ids[:1].name,
                 })
             # Orphan cert types (Nadcap / Mill Test / Customer-Specific)
             # are manual-attach only — operator uploads supplier doc /
@@ -580,30 +631,18 @@ class FpCertificate(models.Model):
                     'type': type_label,
                     'name': rec.name or rec.display_name,
                 })
-            # Thickness data requirement — unified gate covering both
-            # cert types. A customer needs thickness data on the cert
-            # when ANY of these is true:
-            #   1. cert type is thickness_report (the cert IS the data)
-            #   2. partner.x_fc_strict_thickness_required (aerospace /
-            #      Nadcap — always strict)
-            #   3. partner.x_fc_send_thickness_report (the bundling
-            #      rule — CoC carries thickness as page 2 by default
-            #      for these customers; see CLAUDE.md "CoC + thickness
-            #      = ONE cert (page 2 merge)")
-            # Acceptable data: logged readings on the cert OR a
-            # Fischerscope PDF on the linked QC OR a cert-local
-            # Fischerscope upload. Any one is enough.
+            # Thickness data requirement — _fp_needs_thickness_data is the
+            # single source of truth (shared with the Issue-Certs wizard).
+            # A customer needs thickness data when the cert is a
+            # thickness_report, or it's a CoC and the partner is
+            # strict-thickness / opts into the thickness-on-CoC bundle —
+            # UNLESS the job's recipe suppresses thickness
+            # (requires_thickness_report=False: passivation, chemical
+            # conversion, anodize seal-only — no plating thickness exists).
+            # Acceptable data: logged readings on the cert OR a Fischerscope
+            # PDF on the linked QC OR a cert-local Fischerscope upload.
             partner = rec.partner_id
-            needs_thickness = (
-                rec.certificate_type == 'thickness_report'
-                or (rec.certificate_type == 'coc' and partner and (
-                    ('x_fc_strict_thickness_required' in partner._fields
-                     and partner.x_fc_strict_thickness_required)
-                    or ('x_fc_send_thickness_report' in partner._fields
-                        and partner.x_fc_send_thickness_report)
-                ))
-            )
-            if needs_thickness:
+            if rec._fp_needs_thickness_data():
                 has_readings = bool(rec.thickness_reading_ids)
                 has_qc_fischer_pdf = bool(
                     rec.x_fc_thickness_pdf_id
@@ -1085,11 +1124,18 @@ class FpCertificate(models.Model):
         """Open email composer with the certificate PDF attached."""
         self.ensure_one()
         template = self.env.ref('mail.email_compose_message_wizard_form', raise_if_not_found=False)
+        # Send to ALL the Customer Contacts defined on this cert (auto-filled
+        # from the customer's Default CoC Contacts at job creation), falling
+        # back to the company. The CoC goes to exactly the contacts shown on
+        # the cert's Customer Contact field.
+        recipients = self.contact_partner_ids
+        partner_ids = recipients.ids or (
+            [self.partner_id.id] if self.partner_id else [])
         ctx = {
             'default_model': 'fp.certificate',
             'default_res_ids': self.ids,
             'default_composition_mode': 'comment',
-            'default_partner_ids': [self.partner_id.id] if self.partner_id else [],
+            'default_partner_ids': partner_ids,
         }
         if self.attachment_id:
             ctx['default_attachment_ids'] = [self.attachment_id.id]

fusion_plating/fusion_plating_certificates/models/res_partner.py

@@ -128,17 +128,24 @@ class ResPartner(models.Model):
              'who require specific NIST or DFARS language.',
     )
 
-    # ---- Default CoC contact (cert addressee + email recipient) ----------
-    # The single named contact printed on the CoC and used as the email
-    # default when the cert ships. Sales sets it once per customer.
-    # Falls back to manual selection at action_issue time if blank.
-    x_fc_default_coc_contact_id = fields.Many2one(
+    # ---- Default CoC contacts (cert addressees + email recipients) -------
+    # One or more named contacts who receive this customer's CoC. The first
+    # is the primary (printed on the cert + pre-fills cert.contact_partner_id
+    # when a job ships); the rest are CC'd when the CoC is emailed. Sales
+    # sets the list once per customer. Falls back to manual selection at
+    # action_issue time if blank. Self-referential M2m (renamed from the old
+    # single Many2one x_fc_default_coc_contact_id — see migration 19.0.10.2.0).
+    x_fc_default_coc_contact_ids = fields.Many2many(
         'res.partner',
-        string='Default CoC Contact',
+        relation='fp_default_coc_contact_rel',
+        column1='partner_id', column2='contact_id',
+        string='Default CoC Contacts',
         domain="[('parent_id', '=', id), ('is_company', '=', False)]",
         tracking=True,
-        help='Default contact the Certificate of Conformance is addressed '
-             'to and emailed to. Pre-fills cert.contact_partner_id when a '
-             'job ships. Leave blank to force the manager to pick at '
-             'issue time. Must be a child contact of this company.',
+        help='Contacts the Certificate of Conformance is addressed to and '
+             'emailed to. The first contact is the primary (printed on the '
+             'cert and pre-filled as the cert contact when a job ships); '
+             'the rest are copied (CC) when the CoC is sent. Leave blank to '
+             'force the manager to pick at issue time. Child contacts of '
+             'this company only.',
     )

fusion_plating/fusion_plating_certificates/tests/test_action_issue_gates.py

@@ -50,7 +50,7 @@ class TestActionIssueGates(TransactionCase):
             'spec_reference':      'AMS 2404',
             'process_description': 'ELECTROLESS NICKEL PER AMS 2404',
             'certified_by_id':     self.signer.id,
-            'contact_partner_id':  self.contact_with_email.id,
+            'contact_partner_ids': [(6, 0, [self.contact_with_email.id])],
         }
         vals.update(kw)
         return self.env['fp.certificate'].create(vals)
@@ -85,13 +85,13 @@ class TestActionIssueGates(TransactionCase):
     # ---- new gate: contact_partner_id ----
 
     def test_blocks_on_missing_contact(self):
-        cert = self._make_cert(contact_partner_id=False)
+        cert = self._make_cert(contact_partner_ids=False)
         with self.assertRaises(UserError) as exc:
             cert.action_issue()
         self.assertIn('Customer Contact', str(exc.exception))
 
     def test_blocks_on_contact_without_email(self):
-        cert = self._make_cert(contact_partner_id=self.contact_no_email.id)
+        cert = self._make_cert(contact_partner_ids=[(6, 0, [self.contact_no_email.id])])
         with self.assertRaises(UserError) as exc:
             cert.action_issue()
         self.assertIn('no email', str(exc.exception))
@@ -113,7 +113,7 @@ class TestActionIssueGates(TransactionCase):
             spec_reference=False,
             process_description=False,
             certified_by_id=False,
-            contact_partner_id=False,
+            contact_partner_ids=False,
         )
         with self.assertRaises(UserError) as exc:
             cert.action_issue()

fusion_plating/fusion_plating_certificates/views/fp_certificate_views.xml

@@ -101,7 +101,8 @@
                         <group>
                             <field name="certificate_type"/>
                             <field name="partner_id"/>
-                            <field name="contact_partner_id"
+                            <field name="contact_partner_ids"
+                                   widget="many2many_tags"
                                    options="{'no_create': True}"
                                    invisible="not partner_id"/>
                             <field name="sale_order_id"/>

fusion_plating/fusion_plating_certificates/views/res_partner_views.xml

@@ -44,15 +44,17 @@
                             <field name="x_fc_send_customer_specific" widget="boolean_toggle"/>
                         </group>
                     </group>
-                    <separator string="Default CoC Contact"/>
+                    <separator string="Default CoC Contacts"/>
                     <p class="text-muted">
-                        The named contact this customer's CoC is addressed
-                        to and emailed to. Pre-fills cert records when a
-                        job ships. Leave blank to force the manager to pick
-                        at issue time.
+                        The contacts this customer's CoC is addressed to and
+                        emailed to. The first is the primary (printed on the
+                        cert); the rest are copied (CC) when the CoC is sent.
+                        Pre-fills cert records when a job ships. Leave blank
+                        to force the manager to pick at issue time.
                     </p>
                     <group>
-                        <field name="x_fc_default_coc_contact_id"
+                        <field name="x_fc_default_coc_contact_ids"
+                               widget="many2many_tags"
                                options="{'no_create': True}"/>
                     </group>
                     <separator string="Cert Statement Override (Sub 12c+)"/>

fusion_plating/fusion_plating_jobs/__manifest__.py

@@ -3,7 +3,7 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 {
     'name': 'Fusion Plating — Native Jobs',
-    'version': '19.0.12.1.6',
+    'version': '19.0.12.4.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Native plating job model — replaces mrp.production / mrp.workorder bridge.',
     'author': 'Nexa Systems Inc.',

fusion_plating/fusion_plating_jobs/models/fp_job.py

@@ -2379,7 +2379,14 @@ class FpJob(models.Model):
             if 'contact_name' in Delivery._fields and ship_to.name:
                 vals['contact_name'] = ship_to.name
             if 'contact_phone' in Delivery._fields:
-                vals['contact_phone'] = ship_to.phone or ship_to.mobile or ''
+                # res.partner has no `mobile` field in this Odoo 19 build —
+                # guard it so the read can't AttributeError (and still picks
+                # up mobile on instances that do define it).
+                vals['contact_phone'] = (
+                    ship_to.phone
+                    or (ship_to.mobile if 'mobile' in ship_to._fields else '')
+                    or ''
+                )
         # Scheduled date — operator can adjust; this just primes it
         # so they're not staring at a blank field.
         if so and so.commitment_date and 'scheduled_date' in Delivery._fields:
@@ -2671,7 +2678,7 @@ class FpJob(models.Model):
                                   (a per-spec override). Left empty
                                   otherwise so the LIVE company owner
                                   resolves at render / issue time.
-          - contact_partner_id  ← partner.x_fc_default_coc_contact_id
+          - contact_partner_ids ← partner.x_fc_default_coc_contact_ids (all)
           - nc_quantity         ← qty_scrapped + qty_visual_insp_rejects
 
         Honours part.certificate_requirement (coc / coc_thickness /
@@ -2706,8 +2713,11 @@ class FpJob(models.Model):
             signer = spec.signer_user_id
         # Contact: per-customer default; blank means manager picks at issue.
         contact = False
-        if 'x_fc_default_coc_contact_id' in self.partner_id._fields:
-            contact = self.partner_id.x_fc_default_coc_contact_id
+        if 'x_fc_default_coc_contact_ids' in self.partner_id._fields:
+            # ALL the customer's CoC contacts -> the cert's Customer Contact
+            # M2m. First is the primary (printed on the CoC); every contact
+            # is emailed at send (fp.certificate.action_send_to_customer).
+            contact = self.partner_id.x_fc_default_coc_contact_ids
         # NC qty: scrapped + visual rejects. Both NULL-safe.
         nc_qty = int(
             (self.qty_scrapped or 0)
@@ -2777,8 +2787,8 @@ class FpJob(models.Model):
                     vals['process_description'] = recipe.name or ''
                 if 'certified_by_id' in Cert._fields and signer:
                     vals['certified_by_id'] = signer.id
-                if 'contact_partner_id' in Cert._fields and contact:
-                    vals['contact_partner_id'] = contact.id
+                if 'contact_partner_ids' in Cert._fields and contact:
+                    vals['contact_partner_ids'] = [(6, 0, contact.ids)]
                 if 'entech_wo_number' in Cert._fields:
                     vals['entech_wo_number'] = self.name or ''
                 cert = Cert.create(vals)

fusion_plating/fusion_plating_jobs/models/fp_job_step.py

@@ -486,6 +486,45 @@ class FpJobStep(models.Model):
             step.state = 'cancelled'
         return True
 
+    def button_reset(self):
+        """Reset a step back to 'ready' so it can be redone — operator
+        self-serve for a mistake, an accidental skip, or a customer redo
+        request. Clears the finish + sign-off stamps and closes any open
+        timelog so the redo re-captures them; KEEPS the first-start audit
+        (date_started / started_by) and the move / CoC history intact.
+        Posts a chatter audit on the parent job. No-op on a step already
+        ready/pending (nothing to undo).
+        """
+        now = fields.Datetime.now()
+        for step in self:
+            if step.state in ('ready', 'pending'):
+                continue
+            prev_label = dict(
+                step._fields['state'].selection
+            ).get(step.state, step.state)
+            open_logs = step.time_log_ids.filtered(
+                lambda l: not l.date_finished)
+            if open_logs:
+                open_logs.write({'date_finished': now, 'state': 'stopped'})
+            vals = {'state': 'ready'}
+            if 'date_finished' in step._fields:
+                vals['date_finished'] = False
+            if 'finished_by_user_id' in step._fields:
+                vals['finished_by_user_id'] = False
+            if 'signoff_user_id' in step._fields:
+                vals['signoff_user_id'] = False
+            step.write(vals)
+            if step.job_id:
+                step.job_id.message_post(body=_(
+                    'Step "%(s)s" reset to Ready (was %(p)s) by %(u)s '
+                    'for redo.'
+                ) % {
+                    's': step.name or '?',
+                    'p': prev_label,
+                    'u': self.env.user.display_name,
+                })
+        return True
+
     def write(self, vals):
         """Post a chatter trail on the parent JOB whenever an active
         step gets reassigned. The step itself already tracks
@@ -846,6 +885,16 @@ class FpJobStep(models.Model):
         Prompt = self.env['fusion.plating.process.node.input']
         if not node:
             return Prompt
+        # Master switch (Sub 12d): when the recipe node opts OUT of
+        # measurement collection, the Record-Inputs wizard returns ZERO
+        # rows (fp_job_step_input_wizard.default_get). The finish gate MUST
+        # agree — otherwise required prompts are demanded with no way to
+        # enter them and the step is permanently stuck (bake nodes with
+        # collect_measurements=False but required prompts — WO-30098 + 63
+        # others on entech). Honour the switch here so gate <=> wizard.
+        if ('collect_measurements' in node._fields
+                and not node.collect_measurements):
+            return Prompt
         prompts = node.input_ids
         if 'kind' in prompts._fields:
             prompts = prompts.filtered(lambda i: i.kind == 'step_input')

fusion_plating/fusion_plating_jobs/models/fp_job_sticker.py

@@ -18,7 +18,13 @@ def _clean(text):
     t = str(text)
     for a, b in ((u'—', '-'), (u'–', '-'), (u'‘', "'"),
                  (u'’', "'"), (u'“', '"'), (u'”', '"'),
-                 (u'…', '...')):
+                 (u'…', '...'),
+                 # Degree symbols: the masculine-ordinal 'º' (U+00BA) operators
+                 # type for "375ºF", the real degree '°' (U+00B0), and the ring
+                 # '˚' ALL mojibake to "°"/"º" through this sticker's lightweight
+                 # html_container path (no .article UTF-8 wrapper — and adding one
+                 # blows up the dpi=96 mm layout). Strip to clean ASCII: "375F".
+                 (u'º', ''), (u'°', ''), (u'˚', '')):
         t = t.replace(a, b)
     return t.strip()
 
@@ -88,6 +94,9 @@ class FpJob(models.Model):
             'qty': qty,
             'due': due_s,
             'thk': thk,
+            # Real thickness present (has a digit) — drives the prominent
+            # THICKNESS banner; skips empty / 'N/A' / '-' placeholders.
+            'has_thk': bool(thk and any(c.isdigit() for c in thk)),
             'mask': bool(line and 'x_fc_masking_enabled' in line._fields and line.x_fc_masking_enabled),
             'bake': _clean(line.x_fc_bake_instructions) if (line and 'x_fc_bake_instructions' in line._fields) else '',
             'internal_notes': _clean(line.x_fc_internal_description) if (line and 'x_fc_internal_description' in line._fields) else '',

fusion_plating/fusion_plating_jobs/models/fp_receiving.py

@@ -8,6 +8,7 @@
 # reaches state='done'.
 
 from odoo import _, fields, models
+from odoo.exceptions import UserError
 
 
 class FpReceiving(models.Model):
@@ -65,3 +66,34 @@ class FpReceiving(models.Model):
         if len(jobs) == 1:
             action.update({'view_mode': 'form', 'res_id': jobs.id})
         return action
+
+    # ---- Sticker printing from the Receiving screen (2026-06-04) ----------
+    # Both stickers loop the SO's boxes (one label per box). Pass a SINGLE
+    # work order: the box loop is sale-order-scoped, so feeding every job
+    # would reprint each box label once per job. One job → exactly one label
+    # per box. Falls back to a single 1/1 label when no boxes exist yet.
+    def _fp_sticker_jobs(self):
+        self.ensure_one()
+        if not self.sale_order_id:
+            return self.env['fp.job']
+        return self.env['fp.job'].sudo().search(
+            [('sale_order_id', '=', self.sale_order_id.id)], order='id', limit=1)
+
+    def _fp_print_sticker(self, xmlid):
+        self.ensure_one()
+        jobs = self._fp_sticker_jobs()
+        if not jobs:
+            raise UserError(_(
+                'No work order exists for this receiving yet — create the '
+                'Work Order before printing stickers.'))
+        return self.env.ref(xmlid).report_action(jobs)
+
+    def action_print_external_sticker(self):
+        """Customer (external) box sticker(s) for this receiving's WO."""
+        return self._fp_print_sticker(
+            'fusion_plating_jobs.action_report_fp_job_sticker')
+
+    def action_print_internal_sticker(self):
+        """Shop (internal) box sticker(s) — same layout, internal notes."""
+        return self._fp_print_sticker(
+            'fusion_plating_jobs.action_report_fp_job_sticker_internal')

fusion_plating/fusion_plating_jobs/report/report_fp_job_sticker.xml

@@ -57,8 +57,11 @@
         <field name="report_name">fusion_plating_jobs.report_fp_job_sticker_internal_template</field>
         <field name="report_file">fusion_plating_jobs.report_fp_job_sticker_internal_template</field>
         <field name="print_report_name">'Internal Job Sticker - %s' % (object.name or '').replace('/', '-')</field>
-        <field name="binding_model_id" ref="fusion_plating.model_fp_job"/>
-        <field name="binding_type">report</field>
+        <!-- NOT bound to the fp.job Print menu (removed from the list per
+             request). Printed via the Receiving screen button
+             (fp.receiving.action_print_internal_sticker). eval=False clears
+             any binding a prior install left in the DB. -->
+        <field name="binding_model_id" eval="False"/>
         <field name="paperformat_id" ref="paperformat_fp_job_sticker"/>
     </record>
 
@@ -84,13 +87,13 @@
             /* Layout B rail + main */
             .rail { position: absolute; left: 0; top: 0; bottom: 0; width: 50mm; border-right: 0.9mm solid #000; overflow: hidden; }
             .main { position: absolute; left: 50mm; right: 0; top: 0; bottom: 0; overflow: hidden; }
-            .r-logo { height: 11mm; line-height: 11mm; text-align: center; }
-            .r-logo img { max-height: 10mm; max-width: 45mm; vertical-align: middle; }
-            .r-wo { height: 14mm; background: #000; color: #fff; padding: 0; }
+            .r-logo { height: 9mm; line-height: 9mm; text-align: center; }
+            .r-logo img { max-height: 8mm; max-width: 45mm; vertical-align: middle; }
+            .r-wo { height: 13mm; background: #000; color: #fff; padding: 0; }
             .wobtbl { border-collapse: collapse; width: 100%; height: 100%; }
             .wobtbl td { padding: 1mm 2.2mm; vertical-align: middle; }
             .bignum { font-size: 17pt; font-weight: 900; line-height: 1; display: block; color: #fff; }
-            .r-qrflags { height: 36mm; text-align: center; }
+            .r-qrflags { height: 32mm; text-align: center; }
             .qftbl { border-collapse: collapse; width: 100%; height: 100%; }
             .qftbl td { vertical-align: middle; text-align: center; }
             .qfqr { width: 66%; }
@@ -104,72 +107,23 @@
             .qfwrap-qr img { position: absolute; width: 39mm; height: 39mm; top: -3.9mm; left: -3.9mm; }
             .qftags { width: 34%; border-left: 0.5mm solid #000; }
             .qftags .badge { display: block; width: 15mm; margin: 1.4mm auto; font-size: 9.5pt; padding: 0.8mm 0; }
-            .qffull { line-height: 36mm; }
-            .qfwrap-full { display: inline-block; position: relative; overflow: hidden; width: 33mm; height: 33mm; vertical-align: middle; }
-            .qfwrap-full img { position: absolute; width: 41mm; height: 41mm; top: -4.1mm; left: -4.1mm; }
-            /* Internal (Layout A) header QR — same ~10% quiet-zone crop, bigger box. */
-            .qfwrap-int { display: inline-block; position: relative; overflow: hidden; width: 30mm; height: 30mm; vertical-align: middle; }
-            .qfwrap-int img { position: absolute; width: 37.5mm; height: 37.5mm; top: -3.75mm; left: -3.75mm; }
-            .r-fld { padding: 1mm 2.2mm; }
+            .qffull { line-height: 32mm; }
+            .qfwrap-full { display: inline-block; position: relative; overflow: hidden; width: 31mm; height: 31mm; vertical-align: middle; }
+            .qfwrap-full img { position: absolute; width: 38.75mm; height: 38.75mm; top: -3.875mm; left: -3.875mm; }
+            /* Internal (Layout A) header QR — same ~10% quiet-zone crop. Trimmed
+               30mm -> 27mm so the QR-driven black band is shorter and the freed
+               height flows to the NOTES block below. Still well above scan size. */
+            .qfwrap-int { display: inline-block; position: relative; overflow: hidden; width: 27mm; height: 27mm; vertical-align: middle; }
+            .qfwrap-int img { position: absolute; width: 33.75mm; height: 33.75mm; top: -3.375mm; left: -3.375mm; }
+            .r-fld { padding: 0.7mm 2.2mm; }
             .gtbl { border-collapse: collapse; width: 100%; height: 100%; }
             .gtbl td { padding: 1mm 2.2mm; vertical-align: middle; }
+            .m-thk { padding: 1.8mm 2.6mm 2.4mm; }
             .m-bake { padding: 1.3mm 2.6mm 1.8mm; }
             .m-notes { padding: 1.3mm 2.6mm 3.5mm; }
         </style>
     </template>
 
-    <!-- ===================== Internal body — Layout A ===================== -->
-    <template id="fp_job_internal_body">
-        <div class="label-page"><div class="label">
-            <table class="fpt">
-                <tr style="height:22mm" class="rule">
-                    <td class="band pad">
-                        <span style="float:right"><span class="tag">INTERNAL</span></span>
-                        <span class="lbl" style="color:#fff">Work Order</span>
-                        <div style="font-size:30pt;font-weight:900;line-height:0.95"><t t-esc="d['wo']"/></div>
-                    </td>
-                    <td style="width:34mm;border-left:0.9mm solid #000;text-align:center;vertical-align:middle;padding:1mm">
-                        <span class="qfwrap-int"><img t-att-src="_qr"/></span>
-                    </td>
-                </tr>
-                <tr style="height:12mm" class="rule">
-                    <td class="pad" colspan="2">
-                        <span class="lbl">Part#</span>
-                        <span style="font-size:18pt;font-weight:900"> <t t-esc="d['part'] or '-'"/></span>
-                        <t t-if="d['rev']"><span style="font-size:11pt;font-weight:bold"> Rev <t t-esc="d['rev']"/></span></t>
-                        <span style="float:right">
-                            <t t-if="d['mask']"><span class="badge">MASK</span></t>
-                            <t t-if="d['bake']"><span class="badge">BAKE</span></t>
-                        </span>
-                    </td>
-                </tr>
-                <tr style="height:10mm" class="rule">
-                    <td style="padding:0" colspan="2"><table class="fpt"><tr>
-                        <td class="pad vrule" style="width:25%"><span class="lbl">Customer</span><br/><span style="font-size:12pt;font-weight:900"><t t-esc="d['customer']"/></span></td>
-                        <td class="pad vrule" style="width:21%"><span class="lbl">PO#</span><br/><span style="font-size:11pt;font-weight:bold"><t t-esc="d['po'] or '-'"/></span></td>
-                        <td class="pad vrule" style="width:13%"><span class="lbl">Qty</span><br/><span style="font-size:12pt;font-weight:900"><t t-esc="d['qty']"/></span></td>
-                        <td class="pad vrule" style="width:22%"><span class="lbl">Due</span><br/><span style="font-size:10pt;font-weight:bold"><t t-esc="d['due'] or '-'"/></span></td>
-                        <td class="pad"><span class="lbl">Thk</span><br/><span style="font-size:9.5pt;font-weight:bold"><t t-esc="d['thk'] or '-'"/></span></td>
-                    </tr></table></td>
-                </tr>
-                <t t-if="d['bake']">
-                    <tr style="height:13mm" class="rule">
-                        <td class="pad" colspan="2" style="vertical-align:top;padding-top:1.5mm">
-                            <span class="inshead">BAKE</span>
-                            <span class="instext" style="font-size:10pt;line-height:1.18"> <t t-esc="d['bake']"/></span>
-                        </td>
-                    </tr>
-                </t>
-                <tr>
-                    <td class="pad" colspan="2" style="vertical-align:top;padding:1.5mm 2.5mm 3.5mm 2.5mm;overflow:hidden">
-                        <span class="inshead">NOTES</span>
-                        <div class="instext" t-att-style="'font-size:%spt;line-height:1.18;margin-top:1.5mm' % _note_pt"><t t-esc="_note or '-'"/></div>
-                    </td>
-                </tr>
-            </table>
-        </div></div>
-    </template>
-
     <!-- ===================== External body — Layout B ===================== -->
     <template id="fp_job_external_body">
         <div class="label-page"><div class="label">
@@ -215,17 +169,24 @@
                     <td><span class="lbl">Qty</span><span style="font-size:11pt;font-weight:900;display:block"><t t-esc="d['qty']"/></span></td>
                 </tr></table></div>
                 <div style="height:8.5mm"><table class="gtbl"><tr>
-                    <td class="vrule" style="width:55%"><span class="lbl">Due</span><span style="font-size:9pt;font-weight:bold;display:block"><t t-esc="d['due'] or '-'"/></span></td>
-                    <td><span class="lbl">Thk (mils)</span><span style="font-size:8.5pt;font-weight:bold;display:block"><t t-esc="d['thk'] or '-'"/></span></td>
+                    <td><span class="lbl">Due</span><span style="font-size:11pt;font-weight:bold;display:block"><t t-esc="d['due'] or '-'"/></span></td>
                 </tr></table></div>
             </div>
             <div class="main">
+                <!-- Plating thickness — the team's most-watched spec. Relocated
+                     out of the cramped rail to a prominent full-width banner at
+                     the top of the main panel. -->
+                <t t-if="d['has_thk']">
+                    <div class="m-thk rule"><span class="inshead">PLATING THICKNESS</span>
+                        <div style="font-size:21pt;font-weight:900;line-height:1;margin-top:1.4mm"><t t-esc="d['thk']"/></div>
+                    </div>
+                </t>
                 <t t-if="d['bake']">
                     <div class="m-bake rule"><span class="inshead">BAKE</span>
                         <div class="instext" style="font-size:10pt;line-height:1.22;margin-top:1mm"><t t-esc="d['bake']"/></div>
                     </div>
                 </t>
-                <div class="m-notes"><span class="inshead">NOTES</span>
+                <div class="m-notes"><span class="inshead"><t t-esc="_notes_label or 'NOTES'"/></span>
                     <div class="instext" t-att-style="'font-size:%spt;line-height:1.25;margin-top:1.3mm' % _note_pt"><t t-esc="_note or '-'"/></div>
                 </div>
             </div>
@@ -233,16 +194,35 @@
     </template>
 
     <!-- ===================== Internal outer (per job) ===================== -->
+    <!-- Internal sticker = a COPY of the External (Layout B, one per box) but
+         showing the INTERNAL description instead of the customer-facing notes,
+         and a "INTERNAL NOTES" header so the shop copy can't be confused with
+         the customer copy. Identical rail/QR/logo/box otherwise. -->
     <template id="report_fp_job_sticker_internal_template">
         <t t-call="web.html_container">
             <t t-call="fusion_plating_jobs.fp_job_sticker_styles"/>
             <t t-foreach="docs" t-as="job">
                 <t t-set="d" t-value="job._fp_sticker_data()"/>
                 <t t-set="_note" t-value="d['internal_notes']"/>
+                <t t-set="_notes_label" t-value="'INTERNAL NOTES'"/>
                 <t t-set="_note_pt" t-value="job._fp_note_pt(_note)"/>
+                <t t-set="_logo" t-value="job.env.company.logo or job.env.company.logo_web or job.env.company.partner_id.image_1920 or False"/>
                 <t t-set="_base" t-value="job.env['ir.config_parameter'].sudo().get_param('web.base.url', '')"/>
-                <t t-set="_qr" t-value="job.env['ir.actions.report'].sudo().barcode_data_uri('QR', _base + '/fp/job/' + str(job.id), width=1000, height=1000)"/>
-                <t t-call="fusion_plating_jobs.fp_job_internal_body"/>
+                <t t-set="boxes" t-value="job._fp_sticker_boxes()"/>
+                <t t-if="boxes">
+                    <t t-foreach="boxes" t-as="box">
+                        <t t-set="_box_num" t-value="box.box_number"/>
+                        <t t-set="_box_cnt" t-value="box.box_count or len(boxes)"/>
+                        <t t-set="_qr" t-value="job.env['ir.actions.report'].sudo().barcode_data_uri('QR', _base + '/fp/box/' + str(box.id), width=1000, height=1000)"/>
+                        <t t-call="fusion_plating_jobs.fp_job_external_body"/>
+                    </t>
+                </t>
+                <t t-else="">
+                    <t t-set="_box_num" t-value="1"/>
+                    <t t-set="_box_cnt" t-value="1"/>
+                    <t t-set="_qr" t-value="job.env['ir.actions.report'].sudo().barcode_data_uri('QR', _base + '/fp/job/' + str(job.id), width=1000, height=1000)"/>
+                    <t t-call="fusion_plating_jobs.fp_job_external_body"/>
+                </t>
             </t>
         </t>
     </template>
@@ -254,6 +234,7 @@
             <t t-foreach="docs" t-as="job">
                 <t t-set="d" t-value="job._fp_sticker_data()"/>
                 <t t-set="_note" t-value="d['customer_notes']"/>
+                <t t-set="_notes_label" t-value="'NOTES'"/>
                 <t t-set="_note_pt" t-value="job._fp_note_pt(_note)"/>
                 <t t-set="_logo" t-value="job.env.company.logo or job.env.company.logo_web or job.env.company.partner_id.image_1920 or False"/>
                 <t t-set="_base" t-value="job.env['ir.config_parameter'].sudo().get_param('web.base.url', '')"/>

fusion_plating/fusion_plating_jobs/tests/test_fp_job_milestone_cascade.py

@@ -617,7 +617,7 @@ class TestCertCreationAndGates(TransactionCase):
             'name':          'CertCust',
             'is_company':    True,
             'x_fc_send_coc': True,
-            'x_fc_default_coc_contact_id': cls.contact.id,
+            'x_fc_default_coc_contact_ids': [(6, 0, [cls.contact.id])],
         })
         cls.contact.parent_id = cls.partner.id
         cls.product = cls.env['product.product'].create({
@@ -673,7 +673,7 @@ class TestCertCreationAndGates(TransactionCase):
         cert = self.env['fp.certificate'].search([
             ('x_fc_job_id', '=', job.id),
         ])
-        self.assertEqual(cert.contact_partner_id, self.contact)
+        self.assertEqual(cert.contact_partner_ids, self.contact)
 
     def test_create_cert_computes_nc_quantity(self):
         job = self._make_job(

fusion_plating/fusion_plating_jobs/tests/test_recipe_cert_suppression.py

@@ -130,7 +130,7 @@ class TestRecipeCertSuppression(TransactionCase):
             'certificate_type': 'nadcap_cert',
             'state': 'draft',
             'partner_id': self.partner.id,
-            'contact_partner_id': self.partner.id,
+            'contact_partner_ids': [(6, 0, [self.partner.id])],
             'spec_reference': 'AMS 2404',
             'process_description': 'TEST PROCESS',
             'certified_by_id': self.env.user.id,
@@ -141,3 +141,48 @@ class TestRecipeCertSuppression(TransactionCase):
             cert.with_context(
                 fp_skip_cert_authority_gate=True
             ).action_issue()
+
+    # ---- Test 7: passivation recipe also suppresses the ISSUE-TIME gate ----
+    def test_passivation_recipe_suppresses_thickness_issue_gate(self):
+        """A passivation recipe (requires_thickness_report=False) must drop
+        the thickness-data requirement at issue time too — even for a
+        strict-thickness customer. Regression: the recipe-suppression
+        feature updated _resolve_required_cert_types but NOT the
+        action_issue / wizard thickness gate, so passivation CoCs could
+        never be issued (gate demanded Fischerscope data the process
+        cannot produce)."""
+        self.partner.x_fc_send_coc = True
+        self.partner.x_fc_send_thickness_report = True
+        self.partner.x_fc_strict_thickness_required = True
+        self.recipe.requires_thickness_report = False
+        part = self._make_part()
+        job = self._make_job(part_catalog_id=part.id)
+        cert = self.env['fp.certificate'].create({
+            'name': 'TEST-COC-PASSIVATION',
+            'certificate_type': 'coc',
+            'state': 'draft',
+            'partner_id': self.partner.id,
+            'x_fc_job_id': job.id,
+        })
+        # Recipe suppresses thickness -> the shared gate must NOT demand it.
+        self.assertFalse(cert._fp_needs_thickness_data())
+
+    # ---- Test 8: normal recipe still enforces thickness (control) ----
+    def test_normal_recipe_keeps_thickness_issue_gate(self):
+        """Control for Test 7: a recipe that allows thickness
+        (requires_thickness_report default True) still demands thickness
+        data on the CoC for a thickness customer. Guards against
+        over-suppression weakening real aerospace enforcement."""
+        self.partner.x_fc_send_coc = True
+        self.partner.x_fc_send_thickness_report = True
+        # self.recipe.requires_thickness_report stays default True.
+        part = self._make_part()
+        job = self._make_job(part_catalog_id=part.id)
+        cert = self.env['fp.certificate'].create({
+            'name': 'TEST-COC-NORMAL',
+            'certificate_type': 'coc',
+            'state': 'draft',
+            'partner_id': self.partner.id,
+            'x_fc_job_id': job.id,
+        })
+        self.assertTrue(cert._fp_needs_thickness_data())

fusion_plating/fusion_plating_jobs/views/fp_job_form_inherit.xml

@@ -100,8 +100,8 @@
             </xpath>
             <xpath expr="//field[@name='product_id']" position="after">
                 <field name="part_catalog_id" string="Part"/>
-                <field name="customer_spec_id" string="Specification"/>
-                <field name="recipe_id" string="Process Recipe"/>
+                <field name="customer_spec_id" string="Specification" invisible="1"/>
+                <field name="recipe_id" string="Process Recipe" readonly="1"/>
             </xpath>
             <!-- Show qty completed alongside total so the partial-qty
                  picture is visible at a glance without opening Move Log. -->
@@ -118,7 +118,7 @@
             <xpath expr="//page[@name='steps']/field[@name='step_ids']" position="replace">
                 <field name="step_ids" mode="list"
                        context="{'form_view_ref': 'fusion_plating_jobs.view_fp_job_step_quick_look_form'}">
-                    <list editable="bottom"
+                    <list editable="bottom" create="false" delete="false"
                           decoration-info="state in ('ready', 'in_progress')"
                           decoration-success="state == 'done'"
                           decoration-warning="state == 'paused'"
@@ -162,6 +162,14 @@
                                 title="Finish &amp; Next" icon="fa-check-circle"
                                 class="btn-link o_fp_finish_btn"
                                 invisible="state != 'in_progress'"/>
+                        <!-- Reset / redo — back to Ready so the step can be
+                             run again (mistake, accidental skip, customer
+                             redo). Clears finish + sign-off stamps; keeps the
+                             start audit + moves. Hidden on ready/pending. -->
+                        <button name="button_reset" type="object"
+                                title="Reset step (redo)" icon="fa-undo"
+                                class="btn-link text-warning"
+                                invisible="state in ('ready', 'pending')"/>
 
                         <!-- Secondary actions — small icons only. Pause is
                              only relevant on a running step; Record Inputs

fusion_plating/fusion_plating_jobs/views/fp_receiving_views.xml

@@ -25,6 +25,17 @@
                         class="btn-primary" icon="fa-cogs"
                         invisible="not x_fc_show_work_order_btn"
                         help="Open the Work Order(s) for this receiving. Hidden automatically once every linked WO is marked Done."/>
+                <!-- Print box stickers for this receiving's work order — one
+                     label per tracked box (external = customer copy, internal
+                     = shop copy with internal notes). Shown once a WO exists. -->
+                <button name="action_print_external_sticker"
+                        string="External Sticker" type="object" icon="fa-print"
+                        invisible="x_fc_fp_job_count == 0"
+                        help="Print the customer (external) box sticker(s) — one per box."/>
+                <button name="action_print_internal_sticker"
+                        string="Internal Sticker" type="object" icon="fa-print"
+                        invisible="x_fc_fp_job_count == 0"
+                        help="Print the shop (internal) box sticker(s) — same layout, internal notes."/>
             </xpath>
 
             <!-- Work Order smart button on the button_box (mirrors the

fusion_plating/fusion_plating_jobs/wizards/fp_cert_issue_wizard.py

@@ -461,17 +461,18 @@ class FpCertIssueWizardLine(models.TransientModel):
 
     @api.depends('cert_id.certificate_type',
                  'cert_id.partner_id.x_fc_send_thickness_report',
-                 'cert_id.partner_id.x_fc_strict_thickness_required')
+                 'cert_id.partner_id.x_fc_strict_thickness_required',
+                 'cert_id.x_fc_job_id.recipe_id.requires_thickness_report')
     def _compute_needs_thickness(self):
+        # Delegate to fp.certificate._fp_needs_thickness_data — the single
+        # source of truth shared with the action_issue hard gate — so the
+        # wizard's readiness hint and the gate can never drift. Honours
+        # recipe-level thickness suppression (passivation = no thickness
+        # even if the customer asked).
         for ln in self:
-            cert = ln.cert_id
-            partner = cert.partner_id
             ln.needs_thickness = (
-                cert.certificate_type == 'thickness_report'
-                or (cert.certificate_type == 'coc' and partner and (
-                    partner.x_fc_strict_thickness_required
-                    or partner.x_fc_send_thickness_report
-                ))
+                ln.cert_id._fp_needs_thickness_data()
+                if ln.cert_id else False
             )
 
     @api.depends('needs_thickness', 'fischer_file', 'reading_line_ids',

fusion_plating/fusion_plating_logistics/models/fp_delivery.py

@@ -3,11 +3,16 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 # Part of the Fusion Plating product family.
 
+import base64
+import logging
+
 from markupsafe import Markup
 
 from odoo import _, api, fields, models
 from odoo.exceptions import UserError
 
+_logger = logging.getLogger(__name__)
+
 
 class FpDelivery(models.Model):
     """Scheduled delivery of finished parts back to a customer.
@@ -480,6 +485,51 @@ class FpDelivery(models.Model):
                           or rec.vehicle_id.display_name
                           or 'Driver'),
             )
+        # Packing slip travels with the shipment — render + attach it on
+        # dispatch so the driver/customer get it and it's on the record.
+        self._fp_generate_packing_slip()
+
+    def _fp_generate_packing_slip(self, force=False):
+        """Render each delivery's packing slip and store it on
+        packing_list_attachment_id so it ships with the goods.
+
+        Fired on dispatch (action_start_route) and as a catch-all on
+        action_mark_delivered. Idempotent + best-effort: skips deliveries
+        that already carry a slip (unless force=True) and never raises —
+        a report glitch must not block shipping. The report action is
+        resolved at runtime so this module needs no hard dependency on
+        fusion_plating_reports.
+        """
+        report_xmlid = (
+            'fusion_plating_reports.action_report_fp_packing_slip_delivery_portrait'
+        )
+        report = self.env.ref(report_xmlid, raise_if_not_found=False)
+        if not report:
+            return
+        for rec in self:
+            if 'packing_list_attachment_id' not in rec._fields:
+                return
+            if rec.packing_list_attachment_id and not force:
+                continue
+            try:
+                report_model = self.env['ir.actions.report'].sudo()
+                pdf_bytes, _fmt = report_model._render_qweb_pdf(
+                    report_xmlid, res_ids=rec.ids)
+                att = self.env['ir.attachment'].sudo().create({
+                    'name': _('Packing Slip - %s.pdf') % rec.display_name,
+                    'type': 'binary',
+                    'datas': base64.b64encode(pdf_bytes),
+                    'mimetype': 'application/pdf',
+                    'res_model': rec._name,
+                    'res_id': rec.id,
+                })
+                rec.packing_list_attachment_id = att.id
+                rec.message_post(
+                    body=_('Packing slip generated and attached.'))
+            except Exception as exc:
+                _logger.warning(
+                    'Packing slip render failed for delivery %s: %s',
+                    rec.display_name, exc)
 
     def action_mark_delivered(self):
         """Block "delivered" until a Proof of Delivery exists.
@@ -511,6 +561,9 @@ class FpDelivery(models.Model):
             # Sub 8 — box-parity warning. Non-blocking; just posts to
             # chatter so the shipping supervisor sees it on the record.
             rec._fp_check_box_parity()
+        # Catch-all: ensure a slip exists even if dispatch was skipped
+        # (generate-if-missing — won't overwrite the dispatch-time one).
+        self._fp_generate_packing_slip()
 
     def _fp_check_box_parity(self):
         """Compare this delivery's boxes-out count to the boxes-in count

fusion_plating/fusion_plating_notifications/models/fp_notification_template.py

@@ -377,7 +377,7 @@ class FpNotificationTemplate(models.Model):
         # Packing slip — gated by customer preference (default True)
         if self.attach_packing_list and delivery and _customer_wants('x_fc_send_packing_slip'):
             att = _render_report(
-                'fusion_plating_reports.action_report_fp_packing_slip_portrait', delivery,
+                'fusion_plating_reports.action_report_fp_packing_slip_delivery_portrait', delivery,
             )
             if att:
                 ids.append(att)

fusion_plating/fusion_plating_receiving/models/sale_order.py

@@ -74,6 +74,15 @@ class SaleOrder(models.Model):
                 'expected_qty':  int(total_qty),
                 'line_ids':      line_vals,
             })
+        # Seamless flow: after a single interactive confirm, jump straight
+        # to the Receive Parts screen so the dock counts parts in right away
+        # (idiot-proof — no hunting for the smart button). Guarded to a
+        # single order + an opt-out context flag so batch / programmatic
+        # confirms (and tests) keep the native return value.
+        if (len(self) == 1
+                and not self.env.context.get('fp_no_receiving_redirect')
+                and self.x_fc_receiving_ids):
+            return self.action_view_receiving()
         return res
 
     def action_view_receiving(self):

fusion_plating/fusion_plating_reports/__manifest__.py

@@ -3,7 +3,7 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 {
     'name': 'Fusion Plating — Reports',
-    'version': '19.0.11.34.0',
+    'version': '19.0.11.36.0',
     'category': 'Manufacturing/Plating',
     'summary': 'PDF reports for Fusion Plating: quote, SO, WO, packing, BoL, CoC, invoice, receipt, quality + compliance.',
     'depends': [
@@ -25,6 +25,11 @@
         # creates a cycle. Our only fp.job touchpoint is wo_scan.py which
         # uses runtime env.get('fp.job') — safe without the manifest dep.
         'fusion_plating_logistics',
+        # Needed for the packing-slip Print binding on fp.receiving
+        # (binding_model_id ref). Already a transitive dep via logistics;
+        # declared explicitly so the ref is robust. No cycle — receiving
+        # does not depend on reports.
+        'fusion_plating_receiving',
     ],
     'data': [
         'security/ir.model.access.csv',

fusion_plating/fusion_plating_reports/report/report_coc.xml

@@ -216,7 +216,7 @@
                         </div>
                     </td>
                     <td style="width: 50%; vertical-align: top;">
-                        <t t-set="contact" t-value="doc.contact_partner_id or doc.partner_id"/>
+                        <t t-set="contact" t-value="doc.contact_partner_ids[:1] or doc.partner_id"/>
                         <div>
                             <span class="fp-bl-en">Contact Name</span><span class="fp-bl-sep">/</span><span class="fp-bl-fr">Nom du contact</span>:
                             <t t-esc="contact.name or ''"/>

fusion_plating/fusion_plating_reports/report/report_fp_packing_slip.xml

@@ -461,4 +461,271 @@
         </t>
     </template>
 
+    <!-- ============================================================= -->
+    <!-- LOCAL DELIVERY variant (fusion.plating.delivery)              -->
+    <!-- The stock.picking templates above don't fit shops that ship   -->
+    <!-- via fusion.plating.delivery (no picking). This variant         -->
+    <!-- resolves the SO + lines from the delivery's job_ref (same      -->
+    <!-- pattern as the BoL report) and reuses the shared styles /      -->
+    <!-- address / signoff bits. Items come from the SO lines (vs       -->
+    <!-- stock moves).                                                  -->
+    <!-- ============================================================= -->
+
+    <!-- Items table sourced from sale.order.line (not stock.move) -->
+    <template id="fp_packing_slip_items_lines">
+        <table class="bordered fp-ps-items-table">
+            <thead>
+                <tr>
+                    <th t-att-style="w_ordered or 'width: 8%;'">
+                        Ordered<span class="fp-fr">Comm.</span>
+                    </th>
+                    <th t-att-style="w_shipped or 'width: 8%;'">
+                        Shipped<span class="fp-fr">EXP</span>
+                    </th>
+                    <th t-att-style="w_bo or 'width: 8%;'">
+                        B/O<span class="fp-fr">À venir</span>
+                    </th>
+                    <th class="text-start" t-att-style="w_part or 'width: 17%;'">
+                        Part Number<span class="fp-fr">N° de pièce</span>
+                    </th>
+                    <th t-att-style="w_po or 'width: 11%;'">
+                        PO<span class="fp-fr">B/C</span>
+                    </th>
+                    <th t-att-style="w_wo or 'width: 11%;'">
+                        WO<span class="fp-fr">B/T</span>
+                    </th>
+                    <th t-att-style="w_process or 'width: 14%;'">
+                        Process<span class="fp-fr">Procédé</span>
+                    </th>
+                    <th class="text-start" t-att-style="w_desc or 'width: 23%;'">
+                        Description
+                    </th>
+                </tr>
+            </thead>
+            <tbody>
+                <t t-foreach="lines" t-as="line">
+                    <t t-set="ordered_qty" t-value="line.product_uom_qty or 0.0"/>
+                    <t t-set="wo_job" t-value="line.env['fp.job'].sudo().search([('sale_order_line_ids', 'in', line.ids)], limit=1)"/>
+                    <t t-set="done_qty" t-value="(wo_job.qty_done if wo_job and wo_job.qty_done else ordered_qty)"/>
+                    <t t-set="bo_qty" t-value="ordered_qty - done_qty if ordered_qty &gt; done_qty else 0.0"/>
+                    <t t-set="proc_variant" t-value="(line.x_fc_process_variant_id if 'x_fc_process_variant_id' in line._fields else False)"/>
+                    <t t-set="proc_label" t-value="(proc_variant.variant_label or proc_variant.name) if proc_variant else ((line.x_fc_part_catalog_id.default_process_id.variant_label or line.x_fc_part_catalog_id.default_process_id.name) if line.x_fc_part_catalog_id and line.x_fc_part_catalog_id.default_process_id else '')"/>
+                    <tr>
+                        <td class="fp-ps-num">
+                            <span t-esc="int(ordered_qty) if ordered_qty == int(ordered_qty) else ordered_qty"/>
+                        </td>
+                        <td class="fp-ps-num">
+                            <span t-esc="int(done_qty) if done_qty == int(done_qty) else done_qty"/>
+                        </td>
+                        <td class="fp-ps-num">
+                            <span t-esc="int(bo_qty) if bo_qty == int(bo_qty) else bo_qty"/>
+                        </td>
+                        <td>
+                            <t t-call="fusion_plating_reports.customer_line_part_number"/>
+                        </td>
+                        <td class="fp-ps-num">
+                            <span t-esc="po_number or '-'"/>
+                        </td>
+                        <td class="fp-ps-num">
+                            <t t-if="wo_job"><span t-esc="wo_job.name"/></t>
+                            <t t-else="">-</t>
+                        </td>
+                        <td class="fp-ps-num">
+                            <span t-esc="proc_label or '-'"/>
+                        </td>
+                        <td>
+                            <t t-call="fusion_plating_reports.customer_line_description"/>
+                        </td>
+                    </tr>
+                </t>
+            </tbody>
+        </table>
+    </template>
+
+    <template id="report_fp_packing_slip_delivery_portrait">
+        <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_portrait_styles"/>
+                    <t t-call="fusion_plating_reports.fp_packing_slip_styles"/>
+
+                    <!-- Model-agnostic resolution. This ONE template backs
+                         four report actions (sale.order, fp.job,
+                         fp.receiving, fusion.plating.delivery) so the
+                         packing slip prints from any of those screens.
+                         Resolve the sale order + ship-to per doc type, then
+                         render a common layout from the SO lines. (Template
+                         id kept as "...delivery..." for back-compat with the
+                         action + Python that reference it.) -->
+                    <t t-set="m" t-value="doc._name"/>
+                    <t t-set="_so" t-value="False"/>
+                    <t t-if="m == 'sale.order'">
+                        <t t-set="_so" t-value="doc"/>
+                    </t>
+                    <t t-elif="m == 'fp.job' or m == 'fp.receiving'">
+                        <t t-set="_so" t-value="doc.sale_order_id"/>
+                    </t>
+                    <t t-elif="m == 'fusion.plating.delivery'">
+                        <t t-set="_dlv_job" t-value="env['fp.job'].sudo().search([('name', '=', doc.job_ref)], limit=1) if doc.job_ref else env['fp.job']"/>
+                        <t t-set="_so" t-value="_dlv_job.sale_order_id if _dlv_job else False"/>
+                    </t>
+                    <t t-set="_lines" t-value="_so.order_line.filtered(lambda l: l.product_id and not l.display_type and l.product_uom_qty &gt; 0) if _so else False"/>
+
+                    <t t-set="ship_partner" t-value="(doc.delivery_address_id or doc.partner_id) if m == 'fusion.plating.delivery' else ((_so.partner_shipping_id or _so.partner_id) if _so else doc.partner_id)"/>
+                    <t t-set="bill_partner" t-value="(_so.partner_invoice_id if _so and _so.partner_invoice_id else (ship_partner.commercial_partner_id or ship_partner))"/>
+                    <t t-set="has_carrier" t-value="m == 'fusion.plating.delivery' and 'x_fc_carrier_id' in doc._fields and doc.x_fc_carrier_id"/>
+                    <t t-set="ship_via" t-value="(doc.x_fc_carrier_id.name if has_carrier else (_so.x_fc_ship_via if _so and 'x_fc_ship_via' in _so._fields and _so.x_fc_ship_via else 'CUSTOMER PICKUP'))"/>
+                    <t t-set="tracking_text" t-value="'Ready for pick up' if not has_carrier else '—'"/>
+                    <t t-set="po_number" t-value="(_so.client_order_ref if _so and _so.client_order_ref else '')"/>
+                    <t t-set="_scheduled" t-value="doc.scheduled_date if m == 'fusion.plating.delivery' else (doc.commitment_date if m == 'sale.order' else (_so.commitment_date if _so else False))"/>
+                    <t t-set="_notes" t-value="doc.notes if m == 'fusion.plating.delivery' else (doc.note if m == 'sale.order' else False)"/>
+
+                    <t t-set="so_name_raw" t-value="_so.name if _so else (doc.name or '')"/>
+                    <t t-set="ps_number" t-value="so_name_raw.rsplit('-', 1)[-1] if '-' in so_name_raw else so_name_raw"/>
+                    <t t-set="ps_barcode_uri" t-value="doc.env['ir.actions.report'].sudo().barcode_data_uri('Code128', ps_number, 600, 100) if ps_number else False"/>
+                    <t t-set="qr_payload" t-value="doc.name or ''"/>
+                    <t t-set="qr_uri" t-value="doc.env['ir.actions.report'].sudo().barcode_data_uri('QR', qr_payload, 220, 220) if qr_payload else False"/>
+
+                    <div class="fp-report fp-ps">
+                        <div class="page">
+                            <div class="fp-ps-titlebar">
+                                <t t-if="ps_barcode_uri">
+                                    <div class="fp-ps-barcode">
+                                        <div class="fp-bc-wrap">
+                                            <img t-att-src="ps_barcode_uri" alt="Packing Slip Barcode"/>
+                                            <div class="fp-bc-label"><t t-esc="ps_number"/></div>
+                                        </div>
+                                    </div>
+                                </t>
+                                <span class="fp-ps-title-en">
+                                    Packing Slip<span class="fp-ps-title-num"># <t t-esc="ps_number"/></span>
+                                </span>
+                                <span class="fp-ps-title-fr">Bordereau d'expédition</span>
+                            </div>
+
+                            <table class="bordered fp-ps-addrtable">
+                                <tbody>
+                                    <tr>
+                                        <td style="width: 50%;">
+                                            <t t-call="fusion_plating_reports.fp_packing_slip_addr_block">
+                                                <t t-set="label" t-value="'Bill To:'"/>
+                                                <t t-set="partner" t-value="bill_partner"/>
+                                            </t>
+                                        </td>
+                                        <td style="width: 50%;">
+                                            <t t-call="fusion_plating_reports.fp_packing_slip_addr_block">
+                                                <t t-set="label" t-value="'Ship To:'"/>
+                                                <t t-set="partner" t-value="ship_partner"/>
+                                            </t>
+                                        </td>
+                                    </tr>
+                                </tbody>
+                            </table>
+
+                            <table class="bordered fp-ps-info-table">
+                                <thead>
+                                    <tr>
+                                        <th style="width: 33%;">
+                                            Ship Via<span class="fp-fr" style="display:block; font-weight:normal; color:#555; font-size:8pt;">Mode d'expédition</span>
+                                        </th>
+                                        <th style="width: 33%;">
+                                            Shipping Date<span class="fp-fr" style="display:block; font-weight:normal; color:#555; font-size:8pt;">Date d'expédition</span>
+                                        </th>
+                                        <th style="width: 34%;">
+                                            Tracking #<span class="fp-fr" style="display:block; font-weight:normal; color:#555; font-size:8pt;">N° de suivi</span>
+                                        </th>
+                                    </tr>
+                                </thead>
+                                <tbody>
+                                    <tr>
+                                        <td><span t-esc="ship_via"/></td>
+                                        <td>
+                                            <t t-if="_scheduled">
+                                                <span t-out="_scheduled" t-options="{'widget': 'date'}"/>
+                                            </t>
+                                            <t t-else="">—</t>
+                                        </td>
+                                        <td><span t-esc="tracking_text"/></td>
+                                    </tr>
+                                </tbody>
+                            </table>
+
+                            <t t-if="_lines">
+                                <t t-call="fusion_plating_reports.fp_packing_slip_items_lines">
+                                    <t t-set="lines" t-value="_lines"/>
+                                </t>
+                            </t>
+                            <t t-else="">
+                                <p style="margin-top: 10px; color: #555;">
+                                    No order lines found for this document
+                                    (<span t-esc="doc.name or ''"/>).
+                                </p>
+                            </t>
+
+                            <t t-if="_notes">
+                                <div style="margin-top: 10px;">
+                                    <strong>Notes:</strong>
+                                    <div t-out="_notes"/>
+                                </div>
+                            </t>
+
+                            <t t-call="fusion_plating_reports.fp_packing_slip_signoff"/>
+                        </div>
+                    </div>
+                </t>
+            </t>
+        </t>
+    </template>
+
+    <record id="action_report_fp_packing_slip_delivery_portrait" model="ir.actions.report">
+        <field name="name">Packing Slip</field>
+        <field name="model">fusion.plating.delivery</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="report_name">fusion_plating_reports.report_fp_packing_slip_delivery_portrait</field>
+        <field name="report_file">fusion_plating_reports.report_fp_packing_slip_delivery_portrait</field>
+        <field name="print_report_name">'Packing Slip - %s' % (object.name or '')</field>
+        <field name="binding_model_id" ref="fusion_plating_logistics.model_fusion_plating_delivery"/>
+        <field name="binding_type">report</field>
+        <field name="paperformat_id" ref="paperformat_fp_a4_portrait"/>
+    </record>
+
+    <!-- Same packing slip, exposed in the Print menu of the Sale Order,
+         Work Order (fp.job) and Receiving/Shipping (fp.receiving) screens.
+         All reuse the model-agnostic template above. -->
+    <record id="action_report_fp_packing_slip_so_portrait" model="ir.actions.report">
+        <field name="name">Packing Slip</field>
+        <field name="model">sale.order</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="report_name">fusion_plating_reports.report_fp_packing_slip_delivery_portrait</field>
+        <field name="report_file">fusion_plating_reports.report_fp_packing_slip_delivery_portrait</field>
+        <field name="print_report_name">'Packing Slip - %s' % (object.name or '')</field>
+        <field name="binding_model_id" ref="sale.model_sale_order"/>
+        <field name="binding_type">report</field>
+        <field name="paperformat_id" ref="paperformat_fp_a4_portrait"/>
+    </record>
+
+    <record id="action_report_fp_packing_slip_job_portrait" model="ir.actions.report">
+        <field name="name">Packing Slip</field>
+        <field name="model">fp.job</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="report_name">fusion_plating_reports.report_fp_packing_slip_delivery_portrait</field>
+        <field name="report_file">fusion_plating_reports.report_fp_packing_slip_delivery_portrait</field>
+        <field name="print_report_name">'Packing Slip - %s' % (object.name or '')</field>
+        <field name="binding_model_id" ref="fusion_plating.model_fp_job"/>
+        <field name="binding_type">report</field>
+        <field name="paperformat_id" ref="paperformat_fp_a4_portrait"/>
+    </record>
+
+    <record id="action_report_fp_packing_slip_receiving_portrait" model="ir.actions.report">
+        <field name="name">Packing Slip</field>
+        <field name="model">fp.receiving</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="report_name">fusion_plating_reports.report_fp_packing_slip_delivery_portrait</field>
+        <field name="report_file">fusion_plating_reports.report_fp_packing_slip_delivery_portrait</field>
+        <field name="print_report_name">'Packing Slip - %s' % (object.name or '')</field>
+        <field name="binding_model_id" ref="fusion_plating_receiving.model_fp_receiving"/>
+        <field name="binding_type">report</field>
+        <field name="paperformat_id" ref="paperformat_fp_a4_portrait"/>
+    </record>
+
 </odoo>

fusion_plating/fusion_plating_shopfloor/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating — Shop Floor',
-    'version': '19.0.37.1.0',
+    'version': '19.0.37.2.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Shop-floor tablet stations, QR scanning, bake window enforcer.',
     'description': """
@@ -79,6 +79,10 @@ Copyright (c) 2026 Nexa Systems Inc. All rights reserved.
             'fusion_plating_shopfloor/static/src/scss/components/_signature_pad.scss',
             'fusion_plating_shopfloor/static/src/xml/components/signature_pad.xml',
             'fusion_plating_shopfloor/static/src/js/components/signature_pad.js',
+            # Confirm-with-preview dialog (reuse saved Plating Signature on sign-off)
+            'fusion_plating_shopfloor/static/src/scss/components/_signature_confirm.scss',
+            'fusion_plating_shopfloor/static/src/xml/components/signature_confirm.xml',
+            'fusion_plating_shopfloor/static/src/js/components/signature_confirm.js',
             'fusion_plating_shopfloor/static/src/scss/components/_hold_composer.scss',
             'fusion_plating_shopfloor/static/src/xml/components/hold_composer.xml',
             'fusion_plating_shopfloor/static/src/js/components/hold_composer.js',

fusion_plating/fusion_plating_shopfloor/controllers/workspace_controller.py

@@ -240,6 +240,11 @@ class FpWorkspaceController(http.Controller):
 
         return {
             'ok': True,
+            'user_has_plating_signature': bool(env.user.x_fc_signature_image),
+            'user_plating_signature': (
+                ('data:image/png;base64,%s' % env.user.x_fc_signature_image.decode())
+                if env.user.x_fc_signature_image else ''
+            ),
             'job': {
                 'id': job.id,
                 'name': job.name,
@@ -448,37 +453,35 @@ class FpWorkspaceController(http.Controller):
     # /fp/workspace/sign_off — capture signature + finish step atomically
     # ======================================================================
     @http.route('/fp/workspace/sign_off', type='jsonrpc', auth='user')
-    def sign_off(self, step_id, signature_data_uri):
+    def sign_off(self, step_id, signature_data_uri=None):
         env = request.env
-        sig = (signature_data_uri or '').strip()
-        if not sig:
-            _logger.warning("workspace/sign_off: empty signature for step %s", step_id)
-            return {
-                'ok': False,
-                'error': 'A signature is required to finish this step.',
-            }
-
         step = env['fp.job.step'].browse(int(step_id))
         if not step.exists():
             return {'ok': False, 'error': f'Step {step_id} not found'}
 
-        # Strip "data:...;base64," prefix if present (canvas.toDataURL adds it)
-        if ',' in sig and sig.startswith('data:'):
-            sig = sig.split(',', 1)[1]
-
-        try:
-            env['ir.attachment'].create({
-                'name': f'signature_{step.id}.png',
-                'datas': sig,
-                'res_model': 'fp.job.step',
-                'res_id': step.id,
-                'mimetype': 'image/png',
-            })
-        except Exception:
-            _logger.exception(
-                "workspace/sign_off: attachment failed for step %s", step.id,
-            )
-            return {'ok': False, 'error': 'Failed to save signature.'}
+        sig = (signature_data_uri or '').strip()
+        user = env.user
+        if sig:
+            # A drawing was supplied (first-time, or "use a different
+            # signature"). Persist it as the user's Plating Signature so
+            # every future sign-off + report reuses it. x_fc_signature_image
+            # is in SELF_WRITEABLE_FIELDS, so writing one's own is allowed.
+            if ',' in sig and sig.startswith('data:'):
+                sig = sig.split(',', 1)[1]
+            try:
+                user.write({'x_fc_signature_image': sig})
+            except Exception:
+                _logger.exception(
+                    "workspace/sign_off: persisting Plating Signature failed for uid %s",
+                    env.uid,
+                )
+                return {'ok': False, 'error': 'Failed to save your signature.'}
+        elif not user.x_fc_signature_image:
+            # No drawing AND no saved signature — nothing to sign with.
+            return {
+                'ok': False,
+                'error': 'A signature is required. Draw one to continue.',
+            }
 
         try:
             step.button_finish()
@@ -487,11 +490,7 @@ class FpWorkspaceController(http.Controller):
             return {'ok': False, 'error': str(exc)}
 
         _logger.info("Step %s signed off by uid %s", step.id, env.uid)
-        return {
-            'ok': True,
-            'step_id': step.id,
-            'state': step.state,
-        }
+        return {'ok': True, 'step_id': step.id, 'state': step.state}
 
     # ======================================================================
     # /fp/workspace/advance_milestone — fire next_milestone_action

fusion_plating/fusion_plating_shopfloor/static/src/js/components/signature_confirm.js

@@ -0,0 +1,35 @@
+/** @odoo-module **/
+// =============================================================================
+// Fusion Plating — SignatureConfirm
+//
+// Confirm dialog shown when the operator already has a saved Plating
+// Signature: previews it + "Sign & Finish" (props.onConfirm) or "Use a
+// different signature" (props.onRedraw, opens the draw-pad). No drawing here.
+// =============================================================================
+import { Component } from "@odoo/owl";
+import { Dialog } from "@web/core/dialog/dialog";
+
+export class FpSignatureConfirm extends Component {
+    static template = "fusion_plating_shopfloor.SignatureConfirm";
+    static components = { Dialog };
+    static props = {
+        close: Function,                                  // dialog service injects
+        title: { type: String, optional: true },
+        contextLabel: { type: String, optional: true },
+        signatureUrl: { type: String },                   // data: URI of saved sig
+        onConfirm: { type: Function },                    // () => commit (no drawing)
+        onRedraw: { type: Function },                     // () => open draw-pad
+    };
+
+    onConfirm() {
+        this.props.onConfirm();
+        this.props.close();
+    }
+    onRedraw() {
+        this.props.onRedraw();
+        this.props.close();
+    }
+    onCancel() {
+        this.props.close();
+    }
+}

fusion_plating/fusion_plating_shopfloor/static/src/js/job_workspace.js

@@ -25,6 +25,7 @@ import { useService } from "@web/core/utils/hooks";
 import { WorkflowChip } from "./components/workflow_chip";
 import { GateViz } from "./components/gate_viz";
 import { FpSignaturePad } from "./components/signature_pad";
+import { FpSignatureConfirm } from "./components/signature_confirm";
 import { FpHoldComposer } from "./components/hold_composer";
 import { FpTabletLock } from "./tablet_lock";
 import { FpRackPartsDialog } from "./rack_parts_dialog";
@@ -38,7 +39,7 @@ import { FileModel } from "@web/core/file_viewer/file_model";
 export class FpJobWorkspace extends Component {
     static template = "fusion_plating_shopfloor.JobWorkspace";
     static props = ["*"];
-    static components = { WorkflowChip, GateViz, FpSignaturePad, FpHoldComposer, FpTabletLock, FpRackPartsDialog, FpDamageDialog, FpFinishBlockDialog, RackingPanel, FpMovePartsDialog };
+    static components = { WorkflowChip, GateViz, FpSignaturePad, FpSignatureConfirm, FpHoldComposer, FpTabletLock, FpRackPartsDialog, FpDamageDialog, FpFinishBlockDialog, RackingPanel, FpMovePartsDialog };
 
     setup() {
         this.notification = useService("notification");
@@ -363,26 +364,20 @@ export class FpJobWorkspace extends Component {
 
     async onFinishStep(step) {
         if (step.requires_signoff) {
-            this.dialog.add(FpSignaturePad, {
-                title: `Sign to finish ${step.name}`,
-                contextLabel: `${this.state.data.job.display_wo_name} · Step ${step.sequence_display}: ${step.name}`,
-                onSubmit: async (dataUri) => {
-                    try {
-                        const res = await fpRpc("/fp/workspace/sign_off", {
-                            step_id: step.id,
-                            signature_data_uri: dataUri,
-                        });
-                        if (res && res.ok) {
-                            this.notification.add("Step signed off and finished.", { type: "success" });
-                            await this.refresh();
-                        } else {
-                            this.notification.add((res && res.error) || "Sign-off failed", { type: "danger" });
-                        }
-                    } catch (err) {
-                        this.notification.add(err.message, { type: "danger" });
-                    }
-                },
-            });
+            if (this.state.data.user_has_plating_signature) {
+                // One-tap confirm with a preview of the saved Plating Signature.
+                this.dialog.add(FpSignatureConfirm, {
+                    title: `Sign to finish ${step.name}`,
+                    contextLabel: `${this.state.data.job.display_wo_name} · Step ${step.sequence_display}: ${step.name}`,
+                    signatureUrl: this.state.data.user_plating_signature,
+                    onConfirm: () => this._commitSignOff(step, null),   // use saved sig
+                    onRedraw: () => this._openSignaturePad(step),       // draw a new one
+                });
+            } else {
+                // First time — draw once; the backend persists it to the
+                // user's Plating Signature so later sign-offs are one-tap.
+                this._openSignaturePad(step);
+            }
             return;
         }
         // Plain finish — route through /fp/workspace/finish_step which
@@ -391,6 +386,31 @@ export class FpJobWorkspace extends Component {
         await this._callFinishStep(step, /* bypass */ false);
     }
 
+    _openSignaturePad(step) {
+        this.dialog.add(FpSignaturePad, {
+            title: `Sign to finish ${step.name}`,
+            contextLabel: `${this.state.data.job.display_wo_name} · Step ${step.sequence_display}: ${step.name}`,
+            onSubmit: (dataUri) => this._commitSignOff(step, dataUri),
+        });
+    }
+
+    async _commitSignOff(step, dataUri) {
+        try {
+            const res = await fpRpc("/fp/workspace/sign_off", {
+                step_id: step.id,
+                signature_data_uri: dataUri,   // null -> backend uses the saved signature
+            });
+            if (res && res.ok) {
+                this.notification.add("Step signed off and finished.", { type: "success" });
+                await this.refresh();
+            } else {
+                this.notification.add((res && res.error) || "Sign-off failed", { type: "danger" });
+            }
+        } catch (err) {
+            this.notification.add(err.message, { type: "danger" });
+        }
+    }
+
     async _callFinishStep(step, bypassRequiredInputs) {
         try {
             const res = await rpc("/fp/workspace/finish_step", {

fusion_plating/fusion_plating_shopfloor/static/src/scss/components/_signature_confirm.scss

@@ -0,0 +1,29 @@
+// Confirm-with-preview dialog for shop-floor sign-off. Explicit hex per the
+// project card-styling rule (don't rely on var(--bs-border-color)).
+.o_fp_sig_confirm {
+    .o_fp_sig_ctx {
+        font-size: 0.85rem;
+        color: #555;
+        margin-bottom: 8px;
+    }
+    .o_fp_sig_preview {
+        display: flex;
+        justify-content: center;
+        align-items: center;
+        min-height: 120px;
+        padding: 8px;
+        background-color: #ffffff;
+        border: 1px solid #d8dadd;
+        border-radius: 4px;
+        img {
+            max-width: 100%;
+            max-height: 160px;
+        }
+    }
+    .o_fp_sig_hint {
+        text-align: center;
+        margin-top: 6px;
+        font-size: 0.85rem;
+        color: #555;
+    }
+}

fusion_plating/fusion_plating_shopfloor/static/src/xml/components/signature_confirm.xml

@@ -0,0 +1,23 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+    <t t-name="fusion_plating_shopfloor.SignatureConfirm">
+        <Dialog title="props.title or 'Confirm signature'" size="'md'">
+            <div class="o_fp_sig_confirm">
+                <div class="o_fp_sig_ctx" t-if="props.contextLabel">
+                    <t t-esc="props.contextLabel"/>
+                </div>
+                <div class="o_fp_sig_preview">
+                    <img t-att-src="props.signatureUrl" alt="Your saved signature"/>
+                </div>
+                <div class="o_fp_sig_hint">Your saved Plating Signature will be applied.</div>
+            </div>
+            <t t-set-slot="footer">
+                <button class="btn btn-link" t-on-click="onRedraw">Use a different signature</button>
+                <button class="btn btn-link" t-on-click="onCancel">Cancel</button>
+                <button class="btn btn-primary" t-on-click="onConfirm">Sign &amp; Finish</button>
+            </t>
+        </Dialog>
+    </t>
+
+</templates>

fusion_plating/fusion_plating_shopfloor/tests/test_workspace_controller.py

@@ -110,6 +110,10 @@ class TestWorkspaceSignOff(HttpCase):
     def setUp(self):
         super().setUp()
         self.authenticate("admin", "admin")
+        # The HTTP request runs as the authenticated "admin" (base.user_admin);
+        # the controller reads/writes THAT user's x_fc_signature_image, so the
+        # test must set/read it on the same user (NOT self.env.user / uid 1).
+        self.admin = self.env.ref('base.user_admin')
         self.partner = self.env['res.partner'].create({'name': 'Sig Cust'})
         self.product = self.env['product.product'].create({'name': 'Sig Prod'})
         self.job = self.env['fp.job'].create({
@@ -118,14 +122,24 @@ class TestWorkspaceSignOff(HttpCase):
             'product_id': self.product.id,
             'qty': 1,
         })
+        # button_finish requires a recipe link (S21 gate). A minimal step node
+        # (no inputs, no sign-off) makes the gates pass so the step can finish.
+        kind = self.env['fp.step.kind'].search([], limit=1)
+        node_vals = {'name': 'ENP Plate', 'node_type': 'step'}
+        if kind:
+            node_vals['kind_id'] = kind.id
+        self.node = self.env['fusion.plating.process.node'].create(node_vals)
         self.step = self.env['fp.job.step'].create({
             'job_id': self.job.id,
             'name': 'ENP Plate',
             'sequence': 50,
             'state': 'in_progress',
+            'recipe_node_id': self.node.id,
         })
 
     def test_sign_off_rejects_empty_signature(self):
+        # Empty drawing AND no saved Plating Signature -> reject.
+        self.admin.x_fc_signature_image = False
         res = _rpc(
             self, '/fp/workspace/sign_off',
             step_id=self.step.id, signature_data_uri='',
@@ -142,6 +156,46 @@ class TestWorkspaceSignOff(HttpCase):
         self.step.invalidate_recordset(['state'])
         self.assertEqual(self.step.state, 'done')
 
+    def test_load_exposes_plating_signature_flags(self):
+        self.admin.x_fc_signature_image = False
+        res = _rpc(self, '/fp/workspace/load', job_id=self.job.id)
+        self.assertFalse(res['user_has_plating_signature'])
+        self.assertEqual(res['user_plating_signature'], '')
+        self.admin.x_fc_signature_image = _TINY_PNG_B64
+        res2 = _rpc(self, '/fp/workspace/load', job_id=self.job.id)
+        self.assertTrue(res2['user_has_plating_signature'])
+        self.assertTrue(
+            res2['user_plating_signature'].startswith('data:image/png;base64,'))
+
+    def test_sign_off_with_drawing_persists_signature_and_drops_attachment(self):
+        # First-time draw: persists to the admin's Plating Signature, finishes
+        # the (in_progress) step, and creates NO per-step signature attachment.
+        self.admin.x_fc_signature_image = False
+        data_uri = 'data:image/png;base64,' + _TINY_PNG_B64
+        res = _rpc(
+            self, '/fp/workspace/sign_off',
+            step_id=self.step.id, signature_data_uri=data_uri,
+        )
+        self.assertTrue(res['ok'])
+        self.step.invalidate_recordset(['state'])
+        self.assertEqual(self.step.state, 'done')
+        self.admin.invalidate_recordset(['x_fc_signature_image'])
+        self.assertTrue(
+            self.admin.x_fc_signature_image,
+            'drawing persisted to the Plating Signature')
+        n = self.env['ir.attachment'].search_count([
+            ('res_model', '=', 'fp.job.step'), ('res_id', '=', self.step.id)])
+        self.assertEqual(n, 0, 'no per-step signature attachment is created')
+
+    def test_sign_off_uses_saved_signature_without_drawing(self):
+        # Admin already has a saved signature -> finishing without a drawing
+        # still works (no signature_data_uri sent).
+        self.admin.x_fc_signature_image = _TINY_PNG_B64
+        res = _rpc(self, '/fp/workspace/sign_off', step_id=self.step.id)
+        self.assertTrue(res['ok'])
+        self.step.invalidate_recordset(['state'])
+        self.assertEqual(self.step.state, 'done')
+
 
 @tagged('-at_install', 'post_install', 'fp_shopfloor')
 class TestWorkspaceAdvanceMilestone(HttpCase):

fusion_shipping/__manifest__.py

@@ -1,6 +1,6 @@
 {
     "name": "Fusion Shipping",
-    "version": "19.0.1.5.0",
+    "version": "19.0.1.7.0",
     "category": "Inventory/Delivery",
     "summary": "All-in-one shipping integration — Canada Post, UPS, FedEx, DHL Express. "
     "Live pricing, label generation, shipment tracking, and multi-package support.",

fusion_shipping/api/ups_rest/request.py

@@ -431,9 +431,11 @@ class UPSRequest:
             (ship_from.country_id.code == 'US' and ship_to.country_id.code == 'US') or
             (ship_from.country_id.code == 'PR' and ship_to.country_id.code == 'PR')
         ):
-            request['ShipmentRequest']['Shipment']['ReferenceNumber'] = {
-                'Value': shipment_info.get('reference_number')
-            }
+            # reference_number is already a list of {'Code', 'Value'} dicts
+            # (see _ups_rest_prepare_shipping_data). UPS expects ReferenceNumber
+            # to be such an object (or an array of them) with a string Value --
+            # NOT {'Value': [<dict>, ...]}, which UPS rejects on the ship call.
+            request['ShipmentRequest']['Shipment']['ReferenceNumber'] = shipment_info.get('reference_number')
 
         # Shipments from US to CA or PR require extra info
         if ship_from.country_id.code == 'US' and ship_to.country_id.code in ['CA', 'PR']:

fusion_shipping/models/delivery_carrier.py

@@ -242,9 +242,12 @@ class DeliveryCarrier(models.Model):
                                             ('EPL', 'EPL'),
                                             ('SPL', 'SPL')],
                                            string="UPS Label File Type", default='GIF')
-    ups_bill_my_account = fields.Boolean(string='Bill My Account',
-                                         help="If checked, ecommerce users will be prompted their UPS account number\n"
-                                              "and delivery fees will be charged on it.")
+    ups_bill_my_account = fields.Boolean(string="Bill recipient's UPS account",
+                                         help="When the customer has a UPS account number on file (set on the "
+                                              "customer's contact, Sales & Purchase tab), charge UPS shipping to "
+                                              "THEIR account instead of yours (UPS 'Bill Receiver'). The shipping "
+                                              "line on the order is set to $0 since the customer pays. Customers "
+                                              "with no account on file are billed to your account at the normal rate.")
     ups_saturday_delivery = fields.Boolean(string='UPS Saturday Delivery',
         help='This value added service will allow you to ship the package on saturday also.')
     ups_cod_funds_code = fields.Selection(selection=[
@@ -261,6 +264,16 @@ class DeliveryCarrier(models.Model):
     ups_access_token = fields.Char(string='UPS Access Token', groups="base.group_system")
     ups_default_packaging_id = fields.Many2one('stock.package.type', string='UPS Package Type')
     ups_require_signature = fields.Boolean("Require Signature")
+    ups_rest_documentation_type = fields.Selection(
+        [('none', 'No'),
+         ('invoice', 'UPS commercial invoice (paperless if account enrolled)')],
+        string='Generate customs invoice', default='invoice',
+        help="For international shipments, have UPS generate the commercial invoice "
+             "from the order data (UPS 'International Forms') and attach the PDF to the "
+             "delivery. If your UPS account is enrolled in Paperless Invoice, UPS also "
+             "submits it electronically to customs/the recipient (and you avoid UPS's "
+             "paper-invoice surcharge). Requires an HS code and country of origin on the "
+             "shipped products. No invoice is generated for domestic shipments.")
 
     # ══════════════════════════════════════════════════════════════════════════
     # FEDEX SOAP (Legacy) FIELDS
@@ -1892,7 +1905,7 @@ class DeliveryCarrier(models.Model):
             currency_code = picking.sale_id.currency_id.name
 
         shipment_info = {
-            'require_invoice': picking._should_generate_commercial_invoice(),
+            'require_invoice': (self.ups_rest_documentation_type != 'none') and picking._should_generate_commercial_invoice(),
             'invoice_date': fields.Date.today().strftime('%Y%m%d'),
             'description': picking.origin or picking.name,
             'total_qty': sum(sml.quantity for sml in picking.move_line_ids),

fusion_shipping/models/res_partner.py

@@ -7,5 +7,8 @@ class ResPartner(models.Model):
     property_ups_carrier_account = fields.Char(
         string="UPS Account Number",
         company_dependent=True,
-        help="UPS carrier account number for bill-my-account shipping.",
+        help="The customer's own UPS account number. Stored on the customer and "
+             "recalled automatically when you ship to them with a UPS carrier that "
+             "has \"Bill recipient's UPS account\" enabled -- UPS then bills this "
+             "account for the shipping (UPS 'Bill Receiver') instead of yours.",
     )

fusion_shipping/models/stock_picking.py

@@ -1,4 +1,4 @@
-from odoo import models, fields
+from odoo import models, fields, api, _
 
 
 class StockPicking(models.Model):
@@ -8,6 +8,20 @@ class StockPicking(models.Model):
         string='Shipments',
         compute='_compute_fusion_shipment_count',
     )
+    fusion_shipping_label_attachment_id = fields.Many2one(
+        'ir.attachment',
+        string='Shipping Label',
+        compute='_compute_fusion_shipping_docs',
+        help='Most recent shipping label generated for this delivery '
+             '(any carrier).',
+    )
+    fusion_commercial_invoice_attachment_id = fields.Many2one(
+        'ir.attachment',
+        string='Commercial Invoice',
+        compute='_compute_fusion_shipping_docs',
+        help='Most recent commercial (customs) invoice generated for this '
+             'delivery (any carrier).',
+    )
 
     def _compute_fusion_shipment_count(self):
         Shipment = self.env['fusion.shipment']
@@ -16,6 +30,68 @@ class StockPicking(models.Model):
                 [('picking_id', '=', picking.id)]
             )
 
+    @api.depends('message_ids.attachment_ids')
+    def _compute_fusion_shipping_docs(self):
+        """Find the latest shipping label + commercial invoice that the
+        carrier posted to this delivery's chatter, so they can be opened
+        from a smart button.
+
+        Naming is carrier-agnostic (see the carriers' send_shipping):
+          - labels contain 'Label' (Label-, LabelUPS, LabelShipping-...)
+          - invoices contain 'CommercialInvoice' (UPS/Canada Post) or start
+            with 'ShippingDoc-' (FedEx/DHL, via _get_delivery_doc_prefix).
+        """
+        Attachment = self.env['ir.attachment']
+        for picking in self:
+            invoice = label = Attachment
+            if isinstance(picking.id, int):
+                atts = Attachment.search(
+                    [('res_model', '=', 'stock.picking'),
+                     ('res_id', '=', picking.id)],
+                    order='id desc')
+                for att in atts:
+                    name = att.name or ''
+                    norm = name.lower().replace(' ', '').replace('-', '')
+                    if 'commercialinvoice' in norm or name.startswith('ShippingDoc'):
+                        invoice = invoice or att
+                    elif 'label' in name.lower() and 'return' not in name.lower():
+                        label = label or att
+                    if invoice and label:
+                        break
+            picking.fusion_commercial_invoice_attachment_id = invoice.id
+            picking.fusion_shipping_label_attachment_id = label.id
+
+    def _fusion_open_attachment(self, attachment):
+        """Open a shipping document for the operator.
+
+        Routes PDFs through ir.attachment.action_fusion_preview (preview
+        dialog) when fusion_pdf_preview is installed, else opens the file
+        in a new tab. Mirrors fusion.shipment._action_open_attachment.
+        See CLAUDE.md "PDF Preview".
+        """
+        self.ensure_one()
+        if not attachment:
+            return False
+        if hasattr(attachment, 'action_fusion_preview'):
+            return attachment.action_fusion_preview(
+                title=attachment.name or _('Shipping Document'),
+                model_name=self._name,
+                record_ids=self.id,
+            )
+        return {
+            'type': 'ir.actions.act_url',
+            'url': '/web/content/%s?download=false' % attachment.id,
+            'target': 'new',
+        }
+
+    def action_view_fusion_shipping_label(self):
+        return self._fusion_open_attachment(
+            self.fusion_shipping_label_attachment_id)
+
+    def action_view_fusion_commercial_invoice(self):
+        return self._fusion_open_attachment(
+            self.fusion_commercial_invoice_attachment_id)
+
     def action_view_fusion_shipments(self):
         self.ensure_one()
         shipments = self.env['fusion.shipment'].search(

fusion_shipping/views/delivery_carrier_view.xml

@@ -120,6 +120,8 @@
                                 <field name="ups_require_signature"/>
                                 <field name="ups_duty_payment" string="Duties paid by"
                                        required="delivery_type == 'fusion_ups_rest'"/>
+                                <field name="ups_rest_documentation_type"
+                                       required="delivery_type == 'fusion_ups_rest'"/>
                             </group>
                         </group>
                     </group>

fusion_shipping/views/stock_picking_views.xml

@@ -6,12 +6,28 @@
         <field name="inherit_id" ref="stock.view_picking_form"/>
         <field name="arch" type="xml">
             <xpath expr="//div[@name='button_box']" position="inside">
+                <field name="fusion_shipping_label_attachment_id" invisible="1"/>
+                <field name="fusion_commercial_invoice_attachment_id" invisible="1"/>
                 <button name="action_view_fusion_shipments" type="object"
                         class="oe_stat_button" icon="fa-plane"
                         invisible="fusion_shipment_count == 0">
                     <field name="fusion_shipment_count" widget="statinfo"
                            string="Shipments"/>
                 </button>
+                <button name="action_view_fusion_shipping_label" type="object"
+                        class="oe_stat_button" icon="fa-print"
+                        invisible="not fusion_shipping_label_attachment_id">
+                    <div class="o_field_widget o_stat_info">
+                        <span class="o_stat_text">Shipping Label</span>
+                    </div>
+                </button>
+                <button name="action_view_fusion_commercial_invoice" type="object"
+                        class="oe_stat_button" icon="fa-file-text-o"
+                        invisible="not fusion_commercial_invoice_attachment_id">
+                    <div class="o_field_widget o_stat_info">
+                        <span class="o_stat_text">Commercial Invoice</span>
+                    </div>
+                </button>
             </xpath>
         </field>
     </record>

fusion_tasks/models/technician_task.py

@@ -781,7 +781,7 @@ class FusionTechnicianTask(models.Model):
     def _inverse_datetime_start(self):
         """When datetime_start is changed (e.g. from calendar drag), update date + time."""
         import pytz
-        user_tz = pytz.timezone(self.env.user.tz or 'UTC')
+        user_tz = self._get_local_tz()
         for task in self:
             if task.datetime_start:
                 local_dt = pytz.utc.localize(task.datetime_start).astimezone(user_tz)
@@ -791,7 +791,7 @@ class FusionTechnicianTask(models.Model):
     def _inverse_datetime_end(self):
         """When datetime_end is changed (e.g. from calendar resize), update time_end."""
         import pytz
-        user_tz = pytz.timezone(self.env.user.tz or 'UTC')
+        user_tz = self._get_local_tz()
         for task in self:
             if task.datetime_end:
                 local_dt = pytz.utc.localize(task.datetime_end).astimezone(user_tz)

fusion_tasks/tests/__init__.py

@@ -0,0 +1,2 @@
+# -*- coding: utf-8 -*-
+from . import test_task_tz

fusion_tasks/tests/test_task_tz.py

@@ -0,0 +1,44 @@
+# -*- coding: utf-8 -*-
+from datetime import date
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestTaskTz(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        # _compute_datetimes resolves company resource-calendar tz FIRST, then user tz.
+        # Set BOTH to Toronto so the UTC assertion and the round-trip are deterministic.
+        cls.env.user.tz = 'America/Toronto'
+        cal = cls.env.company.resource_calendar_id
+        if cal:
+            cal.tz = 'America/Toronto'
+        # technician_id is required (domain x_fc_is_field_staff=True) -> make a field tech.
+        cls.tech = cls.env['res.users'].create({
+            'name': 'TZ Test Tech',
+            'login': 'tz_test_tech_svcbook',
+            'x_fc_is_field_staff': True,
+        })
+        # A FUTURE date in July so the task is not "in the past" (the base
+        # _check_no_overlap constraint rejects past dates) and Toronto is firmly
+        # in EDT (-4), keeping the 9:00 -> 13:00 UTC assertion deterministic.
+        cls.task = cls.env['fusion.technician.task'].create({
+            'technician_id': cls.tech.id,
+            'scheduled_date': date(date.today().year + 1, 7, 1),
+            'time_start': 9.0,
+            'time_end': 10.0,
+            'description': 'TZ round-trip test',  # description is required (NOT NULL)
+            'is_in_store': True,                  # avoids the address-required constraint
+        })
+
+    def test_local_to_utc_compute(self):
+        # 9:00 local Toronto (EDT, -4) -> 13:00 UTC stored
+        self.assertEqual(self.task.datetime_start.hour, 13)
+
+    def test_inverse_round_trips_with_same_tz(self):
+        # writing datetime_start back recovers the same local time_start
+        self.task.datetime_start = self.task.datetime_start  # force inverse
+        self.task.flush_recordset(['datetime_start'])
+        self.assertAlmostEqual(self.task.time_start, 9.0, places=2)

scripts/verify_service_booking.sh

@@ -0,0 +1,190 @@
+#!/usr/bin/env bash
+# =============================================================================
+# verify_service_booking.sh
+#
+# HANDS-OFF clone-verify (and, behind a flag, deploy) for the Technician
+# Service Booking feature (fusion_tasks + fusion_claims) on the Westin host.
+#
+# It automates the documented "Westin Prod — Clone-Verify / Deploy" procedure
+# (see Odoo-Modules/CLAUDE.md) end-to-end:
+#   1. refresh the branch checkout on the host
+#   2. clone the live DB to a throwaway test DB (+ the orphaned-tax-FK cleanup)
+#   3. stage the branch modules into the _test shadow prefix (prod untouched)
+#   4. install/upgrade + run the module tests on the clone  (PASS/FAIL gate)
+#   5. (only with --deploy AND green tests) back up, swap, -u prod, restart
+#   6. always clean up the clone + staging
+#
+# Verify-only by default. Deploy is OFF unless you pass --deploy.
+#
+# RUN IT ON THE WESTIN HOST:
+#   ssh odoo-westin            # (via your usual jump)
+#   # one-time: put the branch on the host, e.g.
+#   #   git clone <remote> /opt/odoo/staging/Odoo-Modules   (or scp the tree there)
+#   bash verify_service_booking.sh                 # verify only
+#   DEPLOY=1 bash verify_service_booking.sh --deploy   # verify, then deploy on green
+#
+# Prereq: the feature code must already be implemented on $BRANCH. This script
+# does NOT write code — it verifies/deploys what's on the branch.
+# =============================================================================
+set -Eeuo pipefail
+
+# ----------------------------- CONFIG (env-overridable) ----------------------
+APP="${APP:-odoo-dev-app}"                 # Odoo app container
+DBC="${DBC:-odoo-dev-db}"                  # Postgres container
+PROD_DB="${PROD_DB:-westin-v19}"           # live DB (cloned, never -u'd unless --deploy)
+CLONE_DB="${CLONE_DB:-westin-v19-svcbook}" # throwaway verify DB
+PGPW="${PGPW:-DevSecure2025!}"
+PGUSER="${PGUSER:-odoo}"
+
+MODULES="${MODULES:-fusion_tasks,fusion_claims}"   # comma list for -u
+# Scope to THIS feature's test classes — the broad /fusion_claims tag also runs
+# pre-existing dashboard/wizard tests that fail in this prod-config runner
+# (CLAUDE.md fusion_repairs note: post_install trips on a pre-existing module),
+# which is unrelated to this feature. Override TEST_TAGS to widen if desired.
+TEST_TAGS="${TEST_TAGS:-/fusion_tasks:TestTaskTz,/fusion_claims:TestServiceRate,/fusion_claims:TestServiceBooking}"
+MOD_DIRS=(fusion_tasks fusion_claims)              # dirs to stage/deploy
+
+BRANCH="${BRANCH:-claude/technician-service-booking}"
+SRC="${SRC:-/opt/odoo/staging/Odoo-Modules}"       # host checkout of the branch
+STAGE="${STAGE:-/opt/odoo/custom-addons/_test}"    # shadow prefix (CLAUDE.md)
+LIVE_ADDONS="${LIVE_ADDONS:-/opt/odoo/custom-addons}"
+BACKUPS="${BACKUPS:-/opt/odoo/backups}"            # OUTSIDE the addons path
+CONF="${CONF:-/etc/odoo/odoo.conf}"
+
+# _test prefix SHADOWS prod (first match wins); deps load from the real path.
+ADDONS_PATH="/usr/lib/python3/dist-packages/odoo/addons,/usr/lib/python3/dist-packages/addons,${STAGE},/mnt/enterprise-addons,/mnt/extra-addons"
+LIVE_ADDONS_PATH="/usr/lib/python3/dist-packages/odoo/addons,/usr/lib/python3/dist-packages/addons,/mnt/enterprise-addons,/mnt/extra-addons"
+
+DEPLOY=0
+[[ "${1:-}" == "--deploy" || "${DEPLOY:-0}" == "1" ]] && DEPLOY=1
+STAMP="$(date +%Y%m%d-%H%M%S 2>/dev/null || echo manual)"
+LOG="/tmp/svcbook_verify_${STAMP}.log"
+
+c() { printf '\n\033[1;36m== %s ==\033[0m\n' "$*"; }       # section
+ok() { printf '\033[1;32m%s\033[0m\n' "$*"; }
+err() { printf '\033[1;31m%s\033[0m\n' "$*" >&2; }
+dexec() { docker exec "$@"; }
+psql_clone() { dexec -e PGPASSWORD="$PGPW" "$DBC" psql -U "$PGUSER" -d "$CLONE_DB" -v ON_ERROR_STOP=1 "$@"; }
+
+# ----------------------------- CLEANUP TRAP ----------------------------------
+cleanup() {
+  c "Cleanup"
+  rm -rf "${STAGE:?}/"* 2>/dev/null || true
+  dexec -e PGPASSWORD="$PGPW" "$DBC" dropdb -U "$PGUSER" --if-exists "$CLONE_DB" 2>/dev/null || true
+  ok "Dropped clone $CLONE_DB, cleared $STAGE"
+}
+trap 'err "FAILED (line $LINENO). See $LOG"; cleanup' ERR
+trap 'cleanup' EXIT
+
+# ----------------------------- 0. SANITY -------------------------------------
+c "Pre-flight"
+docker ps --format '{{.Names}}' | grep -qx "$APP" || { err "container $APP not running"; exit 1; }
+docker ps --format '{{.Names}}' | grep -qx "$DBC" || { err "container $DBC not running"; exit 1; }
+if [[ -d "$SRC/.git" ]]; then
+  git -C "$SRC" fetch --quiet origin "$BRANCH" && git -C "$SRC" checkout --quiet "$BRANCH" && git -C "$SRC" pull --quiet --ff-only origin "$BRANCH"
+  ok "Branch $BRANCH @ $(git -C "$SRC" rev-parse --short HEAD)"
+else
+  err "WARNING: $SRC is not a git checkout — staging whatever is on disk there."
+fi
+for m in "${MOD_DIRS[@]}"; do [[ -d "$SRC/$m" ]] || { err "missing module dir: $SRC/$m"; exit 1; }; done
+
+# ----------------------------- 1. CLONE THE DB -------------------------------
+c "Clone $PROD_DB -> $CLONE_DB (read-only on prod)"
+dexec -e PGPASSWORD="$PGPW" "$DBC" sh -c \
+  "dropdb -U $PGUSER --if-exists $CLONE_DB; createdb -U $PGUSER -O $PGUSER $CLONE_DB && pg_dump -U $PGUSER $PROD_DB | psql -U $PGUSER -q -d $CLONE_DB" \
+  >>"$LOG" 2>&1
+ok "Cloned."
+
+# ----------------------------- 2. ORPHANED-FK CLEANUP (clone only) -----------
+# westin-v19 has orphaned rows under VALIDATED FKs (deleted taxes, companies,
+# journals, ...). A plain pg_dump|psql clone cannot rebuild a validating FK over
+# orphans, so the clone is MISSING those FKs; Odoo's check_foreign_keys then
+# re-adds them and fails (e.g. payslip_tags_table.res_company_id=3,
+# account_payment_method_line.journal_id=35). Generate an orphan-delete for EVERY
+# single-column FK that exists on PROD (read-only SELECT on prod) and apply it to
+# the clone. The clone is a throwaway; prod is never modified.
+# (CLAUDE.md orphan-FK gotcha, generalised beyond the tax tables.)
+c "Orphaned-FK cleanup (clone only) — general sweep from prod's FK definitions"
+FKSQL="/tmp/svcbook_fkclean_${STAMP}.sql"
+printf '%s\n' '\set ON_ERROR_STOP off' > "$FKSQL"
+dexec -e PGPASSWORD="$PGPW" "$DBC" psql -U "$PGUSER" -d "$PROD_DB" -t -A -c "SELECT format('DELETE FROM %I a WHERE a.%I IS NOT NULL AND NOT EXISTS (SELECT 1 FROM %I b WHERE b.%I = a.%I);', src.relname, srcatt.attname, tgt.relname, tgtatt.attname, srcatt.attname) FROM pg_constraint con JOIN pg_class src ON src.oid=con.conrelid JOIN pg_namespace ns ON ns.oid=src.relnamespace AND ns.nspname='public' JOIN pg_class tgt ON tgt.oid=con.confrelid JOIN pg_attribute srcatt ON srcatt.attrelid=con.conrelid AND srcatt.attnum=con.conkey[1] JOIN pg_attribute tgtatt ON tgtatt.attrelid=con.confrelid AND tgtatt.attnum=con.confkey[1] WHERE con.contype='f' AND array_length(con.conkey,1)=1;" >> "$FKSQL" 2>>"$LOG" || true
+dexec -i -e PGPASSWORD="$PGPW" "$DBC" psql -U "$PGUSER" -d "$CLONE_DB" < "$FKSQL" >>"$LOG" 2>&1 || true
+ok "Orphan FKs cleared on clone (general sweep, $(grep -c '^DELETE' "$FKSQL" 2>/dev/null || echo 0) FK relations)."
+
+# ----------------------------- 3. STAGE MODULES (shadow) ---------------------
+c "Stage modules into $STAGE (shadows prod, prod files untouched)"
+mkdir -p "$STAGE"
+for m in "${MOD_DIRS[@]}"; do rm -rf "${STAGE:?}/$m"; cp -r "$SRC/$m" "$STAGE/$m"; done
+ok "Staged: ${MOD_DIRS[*]}"
+
+# ----------------------------- 4. INSTALL/UPGRADE + TESTS (clone) -----------
+# Test-runner gotchas on the prod-config container (CLAUDE.md / fusion_repairs):
+#   --test-enable SILENTLY SKIPS without --workers 0; log_level=warn hides test
+#   output -> add --log-level=test. The EXIT CODE is authoritative.
+run_odoo() {  # $1 = extra args
+  # --test-enable forces http_spawn() even with --no-http (Odoo 19), so the test
+  # run binds 8069 (held by the live app) and dies with "Address already in use".
+  # --http-port=0 --gevent-port=0 makes it pick ephemeral ports. (CLAUDE.md gotcha.)
+  dexec "$APP" odoo -d "$CLONE_DB" \
+    --db_host db --db_port 5432 --db_user "$PGUSER" --db_password "$PGPW" \
+    --addons-path="$ADDONS_PATH" --stop-after-init --no-http --http-port=0 --gevent-port=0 $1
+}
+
+c "Install/upgrade on clone (catches install/render errors)"
+if run_odoo "-u $MODULES" >>"$LOG" 2>&1; then ok "Upgrade OK"; else err "UPGRADE FAILED — see $LOG"; tail -40 "$LOG"; exit 2; fi
+
+c "Run module tests on clone"
+if run_odoo "-u $MODULES --test-enable --test-tags $TEST_TAGS --workers 0 --log-level=test" >>"$LOG" 2>&1; then
+  TESTS_OK=1; ok "TESTS PASSED"
+else
+  TESTS_OK=0; err "TESTS FAILED (exit $?)"; grep -E 'FAIL|ERROR|Traceback' "$LOG" | tail -40 || true
+fi
+
+# Asset-bundle compile check: a broken SCSS/SASS breaks the ENTIRE
+# web.assets_backend bundle (the whole backend UI for every user), and `-u` does
+# NOT compile it — Odoo compiles assets lazily at request time. Force-compile
+# both bundles here so a stylesheet error fails the gate BEFORE prod, not after.
+# (CLAUDE.md asset cache-busting #3.)
+if [[ "${TESTS_OK:-0}" == "1" ]]; then
+  c "Compile asset bundles on clone (catches SCSS errors)"
+  echo "env['ir.qweb']._get_asset_bundle('web.assets_backend').css(); env['ir.qweb']._get_asset_bundle('web.assets_web_dark').css(); print('ASSETS_COMPILED_OK')" \
+    | dexec -i "$APP" odoo shell -d "$CLONE_DB" --db_host db --db_port 5432 --db_user "$PGUSER" --db_password "$PGPW" --addons-path="$ADDONS_PATH" --no-http --http-port=0 --gevent-port=0 >>"$LOG" 2>&1 || true
+  if grep -q ASSETS_COMPILED_OK "$LOG"; then
+    ok "Asset bundles compiled OK"
+  else
+    TESTS_OK=0; err "ASSET COMPILE FAILED — see $LOG"; grep -iE 'error|scss|sass|Traceback' "$LOG" | tail -25 || true
+  fi
+fi
+
+echo
+c "VERIFY RESULT"
+if [[ "${TESTS_OK:-0}" == "1" ]]; then ok "✅ Clone-verify GREEN  (full log: $LOG)"; else err "❌ Clone-verify RED  (full log: $LOG)"; fi
+
+# ----------------------------- 5. DEPLOY (gated) -----------------------------
+if [[ "$DEPLOY" == "1" ]]; then
+  if [[ "${TESTS_OK:-0}" != "1" ]]; then err "Not deploying — tests are red."; exit 3; fi
+  c "DEPLOY to $PROD_DB (tests green)"
+  mkdir -p "$BACKUPS"
+  # DB backup (-Fc) + module dir backups OUTSIDE the addons path
+  dexec -e PGPASSWORD="$PGPW" "$DBC" pg_dump -Fc -U "$PGUSER" "$PROD_DB" > "$BACKUPS/${PROD_DB}_${STAMP}.dump"
+  for m in "${MOD_DIRS[@]}"; do [[ -d "$LIVE_ADDONS/$m" ]] && cp -r "$LIVE_ADDONS/$m" "$BACKUPS/${m}_${STAMP}"; done
+  ok "Backed up DB + module dirs to $BACKUPS"
+  # swap branch modules into the real addons
+  for m in "${MOD_DIRS[@]}"; do rm -rf "${LIVE_ADDONS:?}/$m"; cp -r "$SRC/$m" "$LIVE_ADDONS/$m"; done
+  # -u prod, gated on exit 0
+  if dexec "$APP" odoo -d "$PROD_DB" --db_host db --db_port 5432 --db_user "$PGUSER" --db_password "$PGPW" \
+        --addons-path="$LIVE_ADDONS_PATH" -u "$MODULES" --stop-after-init --no-http >>"$LOG" 2>&1; then
+    dexec -e PGPASSWORD="$PGPW" "$DBC" psql -U "$PGUSER" -d "$PROD_DB" -c \
+      "DELETE FROM ir_attachment WHERE url LIKE '/web/assets/%';" >>"$LOG" 2>&1 || true
+    docker restart "$APP" >>"$LOG" 2>&1
+    ok "🚀 Deployed + assets cleared + $APP restarted."
+  else
+    err "PROD -u FAILED — restoring module dirs, NOT restarting."
+    for m in "${MOD_DIRS[@]}"; do rm -rf "${LIVE_ADDONS:?}/$m"; [[ -d "$BACKUPS/${m}_${STAMP}" ]] && cp -r "$BACKUPS/${m}_${STAMP}" "$LIVE_ADDONS/$m"; done
+    err "Restore the DB if needed: pg_restore from $BACKUPS/${PROD_DB}_${STAMP}.dump"
+    exit 4
+  fi
+else
+  echo
+  ok "Verify-only run (no deploy). Re-run with --deploy to ship on green."
+fi