feat(fusion_claims): Book a Service entry point + version bump

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

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': '19.0.9.4.0',
     'category': 'Sales',
     'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
     'description': """
@@ -103,6 +103,8 @@
         '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',
@@ -183,12 +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 +1,38 @@
+# -*- 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/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/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/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 +1,108 @@
+/** @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 ?? 0.70,
+                labour: r.labour || this.state.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}`;
+    }
+    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 +1,283 @@
+// 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;
+    min-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; }
+    .grid { display: grid; grid-template-columns: 1fr 1fr; gap: 16px; }
+    @media (max-width: 780px) { .grid { grid-template-columns: 1fr; } }
+
+    .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);
+    }
+    .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(--sb-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(--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; }
+    .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(--sb-field);
+        color: var(--sb-text);
+        border: 1px solid var(--sb-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(--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; }
+
+    .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); }
+
+    .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(--sb-muted); border: 1px solid var(--sb-border); }
+    .btn.primary {
+        color: #fff;
+        background: linear-gradient(135deg, #5ba848, #2e7aad);
+        box-shadow: 0 3px 10px color-mix(in srgb, #2e7aad 40%, transparent);
+    }
+    .btn[disabled] { opacity: .6; cursor: not-allowed; }
+
+    .hide { display: none !important; }
+}

fusion_claims/static/src/xml/service_booking.xml

@@ -0,0 +1,208 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+    <t t-name="fusion_claims.ServiceBookingWizard" owl="1">
+        <div class="o_service_booking">
+            <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="grid">
+                            <!-- CUSTOMER -->
+                            <div class="card">
+                                <h3><span class="dot"></span>Customer</h3>
+                                <div class="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="row">
+                                        <label class="fl">Search by phone, name or SO</label>
+                                        <input class="f" t-model="state.soSearch" placeholder="e.g. (416) 555-0142 …"/>
+                                        <div class="hint">Inbound call? Type the phone number — we match the contact &amp; their history.</div>
+                                    </div>
+                                </div>
+                                <div t-if="state.custMode === 'new'">
+                                    <div class="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="row"><label class="fl">Email</label><input class="f" type="email" t-model="state.customer.email" placeholder="client@email.com"/></div>
+                                    <div class="row"><label class="fl">Address</label>
+                                        <div class="with-icon"><input class="f" t-model="state.customer.street" placeholder="Start typing an address…"/><span class="pin">📍</span></div>
+                                    </div>
+                                    <div class="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="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" 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="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="card">
+                                <h3><span class="dot"></span>Schedule</h3>
+                                <div class="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="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="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="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="row"><label class="fl">Job address</label>
+                                        <div class="with-icon"><input class="f" t-model="state.customer.street" placeholder="Auto-fills from customer…"/><span class="pin">📍</span></div>
+                                    </div>
+                                    <div class="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="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" t-model="state.description" placeholder="Symptom, what to check, history…"></textarea></div>
+                                    <div class="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="btn ghost" t-on-click="() => this.action.doAction({ type: 'ir.actions.act_window_close' })">Cancel</button>
+                        <button class="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

@@ -4,3 +4,4 @@ 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
+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(2026, 6, 3),
+            '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': '2026-06-03', '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/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_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 +1,39 @@
+# -*- 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,
+        })
+        cls.task = cls.env['fusion.technician.task'].create({
+            'technician_id': cls.tech.id,
+            '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 (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)