feat: add x_fc_authorizer_number, x_fc_account_number, x_marked_for fields; auto-link authorizer from XML

- fusion_claims: added x_fc_authorizer_number to res.partner for ADP authorizer registration numbers
- fusion_claims: XML parser auto-links authorizer contact to sale order by ADP number
- fusion_claims: removed size=9 constraint from x_fc_odsp_member_id
- fusion_claims: authorizer number shown on OT/PT contact form
- fusion_so_to_po: added x_marked_for (Many2one) field definition on purchase.order
- fusion_so_to_po: added x_fc_account_number on res.partner for vendor account numbers

.gitignore

@@ -0,0 +1,2 @@
+**/__pycache__/
+*.pyc

Fusion Accounting/models/followup.py

@@ -237,6 +237,7 @@ class FusionFollowupLine(models.Model):
                 ('account_id.account_type', '=', 'asset_receivable'),
                 ('parent_state', '=', 'posted'),
                 ('reconciled', '=', False),
+                ('amount_residual', '>', 0),
                 ('date_maturity', '<', today),
             ])
             line.overdue_amount = sum(overdue_lines.mapped('amount_residual'))
@@ -281,6 +282,8 @@ class FusionFollowupLine(models.Model):
         of the current follow-up level, then advances the partner to
         the next level.
 
+        Skips sending if the partner no longer has any overdue balance.
+
         :raises UserError: If no follow-up level is set.
         """
         self.ensure_one()
@@ -291,6 +294,11 @@ class FusionFollowupLine(models.Model):
                 self.partner_id.display_name,
             ))
 
+        self._compute_overdue_values()
+        if self.overdue_amount <= 0:
+            self.followup_status = 'no_action_needed'
+            return True
+
         level = self.followup_level_id
         partner = self.partner_id
 

Fusion Accounting/models/res_partner_followup.py

@@ -76,7 +76,8 @@ class FusionPartnerFollowup(models.Model):
         """Return unpaid receivable move lines that are past due.
 
         Searches for posted, unreconciled journal items on receivable
-        accounts where the maturity date is earlier than today.
+        accounts where the maturity date is earlier than today and
+        there is still an outstanding balance.
 
         :returns: An ``account.move.line`` recordset.
         """
@@ -88,6 +89,7 @@ class FusionPartnerFollowup(models.Model):
             ('account_id.account_type', '=', 'asset_receivable'),
             ('parent_state', '=', 'posted'),
             ('reconciled', '=', False),
+            ('amount_residual', '>', 0),
             ('date_maturity', '<', today),
         ])
 

Fusion Accounting/wizard/followup_send_wizard.py

@@ -188,6 +188,15 @@ class FusionFollowupSendWizard(models.TransientModel):
         if not line:
             raise UserError(_("No follow-up record is linked to this wizard."))
 
+        line._compute_overdue_values()
+        if line.overdue_amount <= 0:
+            line.followup_status = 'no_action_needed'
+            raise UserError(_(
+                "Partner '%s' no longer has any overdue balance. "
+                "Follow-up cancelled.",
+                line.partner_id.display_name,
+            ))
+
         partner = line.partner_id
 
         # ---- Email ----

fusion_accounts/fusion_accounts/__manifest__.py

@@ -1,45 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-{
-    'name': 'Fusion Accounts',
-    'version': '19.0.1.0.0',
-    'category': 'Accounting',
-    'summary': 'Smart vendor bill creation from email with AI extraction and vendor matching',
-    'description': """
-Fusion Accounts - Smart Vendor Bill Management
-===============================================
-
-Automatically creates vendor bills from incoming emails with:
-- Multi-level vendor matching (email, domain, name)
-- Vendor blocking for PO-tracked vendors
-- AI-powered data extraction from email body and PDF attachments
-- Full activity logging and dashboard
-    """,
-    'author': 'Nexa Systems Inc.',
-    'website': 'https://nexasystems.ca',
-    'license': 'OPL-1',
-    'depends': [
-        'base',
-        'account',
-        'mail',
-        'purchase',
-    ],
-    'external_dependencies': {
-        'python': ['fitz'],
-    },
-    'data': [
-        'security/security.xml',
-        'security/ir.model.access.csv',
-        'data/ir_config_parameter_data.xml',
-        'views/fusion_accounts_log_views.xml',
-        'views/fusion_accounts_dashboard.xml',
-        'views/res_partner_views.xml',
-        'views/res_config_settings_views.xml',
-        'views/account_move_views.xml',
-        'views/fusion_accounts_menus.xml',
-    ],
-    'installable': True,
-    'application': True,
-    'auto_install': False,
-}

fusion_accounts/fusion_accounts/data/ir_config_parameter_data.xml

@@ -1,36 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-    <!--
-        Default configuration parameters for Fusion Accounts.
-        noupdate="1" ensures these are ONLY set on first install,
-        never overwritten during module upgrades.
-    -->
-    <data noupdate="1">
-
-        <record id="config_ai_enabled" model="ir.config_parameter">
-            <field name="key">fusion_accounts.ai_enabled</field>
-            <field name="value">True</field>
-        </record>
-        <record id="config_ai_model" model="ir.config_parameter">
-            <field name="key">fusion_accounts.ai_model</field>
-            <field name="value">gpt-4o-mini</field>
-        </record>
-        <record id="config_ai_max_pages" model="ir.config_parameter">
-            <field name="key">fusion_accounts.ai_max_pages</field>
-            <field name="value">2</field>
-        </record>
-        <record id="config_enable_domain_match" model="ir.config_parameter">
-            <field name="key">fusion_accounts.enable_domain_match</field>
-            <field name="value">True</field>
-        </record>
-        <record id="config_enable_name_match" model="ir.config_parameter">
-            <field name="key">fusion_accounts.enable_name_match</field>
-            <field name="value">True</field>
-        </record>
-        <record id="config_log_retention_days" model="ir.config_parameter">
-            <field name="key">fusion_accounts.log_retention_days</field>
-            <field name="value">90</field>
-        </record>
-
-    </data>
-</odoo>

fusion_accounts/fusion_accounts/models/__init__.py

@@ -1,9 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-from . import res_partner
-from . import fusion_accounts_log
-from . import ai_bill_extractor
-from . import account_move
-from . import res_config_settings

fusion_accounts/fusion_accounts/models/account_move.py

@@ -1,265 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-import logging
-from email.utils import parseaddr
-
-from odoo import models, fields, api
-
-_logger = logging.getLogger(__name__)
-
-
-class AccountMove(models.Model):
-    _inherit = 'account.move'
-
-    x_fa_created_from_email = fields.Boolean(
-        string='Created from Email',
-        default=False,
-        readonly=True,
-        copy=False,
-        help='This bill was automatically created from an incoming email.',
-    )
-    x_fa_match_level = fields.Selection(
-        selection=[
-            ('exact_email', 'Exact Email'),
-            ('domain', 'Domain Match'),
-            ('name', 'Name Match'),
-            ('no_match', 'No Match'),
-        ],
-        string='Vendor Match Level',
-        readonly=True,
-        copy=False,
-        help='How the vendor was matched from the sender email.',
-    )
-    x_fa_ai_extracted = fields.Boolean(
-        string='AI Extracted',
-        default=False,
-        readonly=True,
-        copy=False,
-        help='Bill data was extracted using AI.',
-    )
-    x_fa_original_sender = fields.Char(
-        string='Original Email Sender',
-        readonly=True,
-        copy=False,
-        help='The original sender email address that triggered bill creation.',
-    )
-
-    # =========================================================================
-    # VENDOR MATCHING
-    # =========================================================================
-    @api.model
-    def _fa_match_vendor_from_email(self, email_from):
-        """Multi-level vendor matching from sender email.
-
-        Tries three levels:
-        1. Exact email match
-        2. Domain match (email domain or website)
-        3. Name match (sender display name)
-
-        Returns: (partner_record, match_level) or (False, 'no_match')
-        """
-        if not email_from:
-            return False, 'no_match'
-
-        # Parse "Display Name <email@example.com>" format
-        display_name, email_address = parseaddr(email_from)
-        if not email_address:
-            return False, 'no_match'
-
-        email_address = email_address.strip().lower()
-        Partner = self.env['res.partner'].sudo()
-
-        # Check settings for which match levels are enabled
-        ICP = self.env['ir.config_parameter'].sudo()
-        enable_domain = ICP.get_param('fusion_accounts.enable_domain_match', 'True') == 'True'
-        enable_name = ICP.get_param('fusion_accounts.enable_name_match', 'True') == 'True'
-
-        # ----- Level 1: Exact email match -----
-        partner = Partner.search([
-            ('email', '=ilike', email_address),
-            ('supplier_rank', '>', 0),
-        ], limit=1)
-        if not partner:
-            # Also check without supplier_rank filter (contact might not be flagged as vendor)
-            partner = Partner.search([
-                ('email', '=ilike', email_address),
-            ], limit=1)
-
-        if partner:
-            _logger.info("Vendor match Level 1 (exact email): %s -> %s",
-                         email_address, partner.name)
-            return partner, 'exact_email'
-
-        # ----- Level 2: Domain match -----
-        if enable_domain and '@' in email_address:
-            domain = email_address.split('@')[1]
-            # Skip common email providers
-            common_domains = {
-                'gmail.com', 'yahoo.com', 'hotmail.com', 'outlook.com',
-                'live.com', 'aol.com', 'icloud.com', 'mail.com',
-                'protonmail.com', 'zoho.com',
-            }
-            if domain not in common_domains:
-                # Search by email domain
-                partners = Partner.search([
-                    '|',
-                    ('email', '=ilike', f'%@{domain}'),
-                    ('website', 'ilike', domain),
-                ])
-                if partners:
-                    # Prefer is_company=True (the parent company)
-                    company_partner = partners.filtered(lambda p: p.is_company)
-                    partner = company_partner[0] if company_partner else partners[0]
-                    _logger.info("Vendor match Level 2 (domain): %s -> %s (from %d candidates)",
-                                 domain, partner.name, len(partners))
-                    return partner, 'domain'
-
-        # ----- Level 3: Name match -----
-        if enable_name and display_name:
-            clean_name = display_name.strip().strip('"').strip("'")
-            if len(clean_name) >= 3:  # Only match names with 3+ characters
-                partners = Partner.search([
-                    '|',
-                    ('name', 'ilike', clean_name),
-                    ('commercial_company_name', 'ilike', clean_name),
-                ])
-                if len(partners) == 1:
-                    _logger.info("Vendor match Level 3 (name): '%s' -> %s",
-                                 clean_name, partners.name)
-                    return partners, 'name'
-                elif len(partners) > 1:
-                    _logger.info("Vendor match Level 3 skipped: '%s' matched %d partners (ambiguous)",
-                                 clean_name, len(partners))
-
-        _logger.info("No vendor match found for: %s (%s)", display_name, email_address)
-        return False, 'no_match'
-
-    # =========================================================================
-    # MESSAGE_NEW OVERRIDE
-    # =========================================================================
-    @api.model
-    def message_new(self, msg_dict, custom_values=None):
-        """Override to add vendor matching and blocking for incoming bills.
-
-        When an email arrives via the accounts alias:
-        1. Match sender to a vendor
-        2. If vendor is blocked -> log to Discuss, don't create bill
-        3. If not blocked -> create draft bill, run AI extraction
-        """
-        email_from = msg_dict.get('email_from', '') or msg_dict.get('from', '')
-        subject = msg_dict.get('subject', '')
-
-        _logger.info("Fusion Accounts: Processing incoming email from '%s' subject '%s'",
-                      email_from, subject)
-
-        # Match vendor
-        partner, match_level = self._fa_match_vendor_from_email(email_from)
-
-        # Check if vendor is blocked
-        if partner and partner.x_fa_block_email_bill:
-            _logger.info("Vendor '%s' is blocked for email bill creation. Skipping bill.",
-                         partner.name)
-
-            # Log the blocked action
-            self.env['fusion.accounts.log'].sudo().create({
-                'email_from': email_from,
-                'email_subject': subject,
-                'email_date': msg_dict.get('date'),
-                'vendor_id': partner.id,
-                'match_level': match_level,
-                'action_taken': 'blocked',
-                'notes': f'Vendor "{partner.name}" has email bill creation blocked.',
-            })
-
-            # Post note to vendor's chatter
-            try:
-                partner.message_post(
-                    body=f'<p><strong>Blocked bill email:</strong> {subject}</p>'
-                         f'<p><strong>From:</strong> {email_from}</p>',
-                    message_type='comment',
-                    subtype_xmlid='mail.mt_note',
-                )
-            except Exception as e:
-                _logger.warning("Failed to post blocked email to partner chatter: %s", e)
-
-            # Don't create a bill -- just let fetchmail mark the email as handled
-            # by raising a controlled exception that fetchmail catches gracefully
-            _logger.info("Skipping bill creation for blocked vendor %s", partner.name)
-            raise ValueError(
-                f"Fusion Accounts: Bill creation blocked for vendor '{partner.name}'. "
-                f"Email from {email_from} logged to activity log."
-            )
-
-        # Not blocked -- create the bill
-        custom_values = custom_values or {}
-        custom_values['move_type'] = 'in_invoice'
-        if partner:
-            custom_values['partner_id'] = partner.id
-
-        # Create the bill via standard Odoo mechanism
-        try:
-            move = super().message_new(msg_dict, custom_values=custom_values)
-            # Write FA fields after creation (Odoo may strip unknown fields from custom_values)
-            move.sudo().write({
-                'x_fa_created_from_email': True,
-                'x_fa_match_level': match_level,
-                'x_fa_original_sender': email_from,
-            })
-        except Exception as e:
-            _logger.error("Failed to create bill from email: %s", e)
-            self.env['fusion.accounts.log'].sudo().create({
-                'email_from': email_from,
-                'email_subject': subject,
-                'email_date': msg_dict.get('date'),
-                'vendor_id': partner.id if partner else False,
-                'match_level': match_level,
-                'action_taken': 'failed',
-                'notes': str(e),
-            })
-            raise
-
-        # Run AI extraction using attachments from msg_dict
-        # (ir.attachment records don't exist yet at this point - they're created by message_post later)
-        ai_extracted = False
-        ai_result = ''
-        try:
-            ICP = self.env['ir.config_parameter'].sudo()
-            ai_enabled = ICP.get_param('fusion_accounts.ai_enabled', 'True') == 'True'
-
-            if ai_enabled:
-                extractor = self.env['fusion.accounts.ai.extractor']
-                email_body = msg_dict.get('body', '')
-
-                raw_attachments = msg_dict.get('attachments', [])
-                extracted_data = extractor.extract_bill_data_from_raw(
-                    email_body, raw_attachments
-                )
-                if extracted_data:
-                    extractor.apply_extracted_data(move, extracted_data)
-                    ai_extracted = True
-                    ai_result = str(extracted_data)
-                    move.sudo().write({'x_fa_ai_extracted': True})
-
-        except Exception as e:
-            _logger.warning("AI extraction failed for bill %s: %s", move.id, e)
-            ai_result = f'Error: {e}'
-
-        # Log the successful creation
-        self.env['fusion.accounts.log'].sudo().create({
-            'email_from': email_from,
-            'email_subject': subject,
-            'email_date': msg_dict.get('date'),
-            'vendor_id': partner.id if partner else False,
-            'match_level': match_level,
-            'action_taken': 'bill_created',
-            'bill_id': move.id,
-            'ai_extracted': ai_extracted,
-            'ai_result': ai_result,
-        })
-
-        _logger.info("Fusion Accounts: Created bill %s from email (vendor=%s, match=%s, ai=%s)",
-                      move.name, partner.name if partner else 'None', match_level, ai_extracted)
-
-        return move

fusion_accounts/fusion_accounts/models/ai_bill_extractor.py

@@ -1,614 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-import base64
-import json
-import logging
-import re
-
-from odoo import models
-
-_logger = logging.getLogger(__name__)
-
-EXTRACTION_PROMPT = """You are an accounts payable assistant. Extract billing information from the attached invoice/bill document and email.
-
-IMPORTANT RULES:
-- The PDF attachment is the PRIMARY source of truth. Always prefer data from the PDF over the email body.
-- "vendor_name" = the company that ISSUED the invoice/bill (the seller/supplier name on the document), NOT the email sender.
-- "invoice_number" = the Invoice Number, Bill Number, Reference Number, or Sales Order Number printed on the document.
-- "invoice_date" = the date the invoice was issued (not the email date).
-- "due_date" = the payment due date on the invoice.
-- For line items, extract each product/service line with description, quantity, unit price, and line total.
-
-Return ONLY valid JSON with this exact structure (use null for missing values):
-{
-    "vendor_name": "string - the company name that issued the bill",
-    "invoice_number": "string - invoice/bill/reference number",
-    "invoice_date": "YYYY-MM-DD",
-    "due_date": "YYYY-MM-DD",
-    "currency": "CAD or USD",
-    "subtotal": 0.00,
-    "tax_amount": 0.00,
-    "total_amount": 0.00,
-    "po_reference": "string or null - any PO reference on the document",
-    "lines": [
-        {
-            "description": "string",
-            "quantity": 1.0,
-            "unit_price": 0.00,
-            "amount": 0.00
-        }
-    ]
-}
-
-If you cannot determine a value, use null. For lines, include as many as you can find.
-Do NOT include any text outside the JSON object."""
-
-
-class AIBillExtractor(models.AbstractModel):
-    _name = 'fusion.accounts.ai.extractor'
-    _description = 'AI Bill Data Extractor'
-
-    def _get_api_key(self):
-        """Get the OpenAI API key from settings."""
-        return self.env['ir.config_parameter'].sudo().get_param(
-            'fusion_accounts.openai_api_key', ''
-        )
-
-    def _get_ai_model(self):
-        """Get the configured AI model."""
-        return self.env['ir.config_parameter'].sudo().get_param(
-            'fusion_accounts.ai_model', 'gpt-4o-mini'
-        )
-
-    def _get_max_pages(self):
-        """Get the max PDF pages to process."""
-        try:
-            return int(self.env['ir.config_parameter'].sudo().get_param(
-                'fusion_accounts.ai_max_pages', '2'
-            ))
-        except (ValueError, TypeError):
-            return 2
-
-    def _is_ai_enabled(self):
-        """Check if AI extraction is enabled."""
-        return self.env['ir.config_parameter'].sudo().get_param(
-            'fusion_accounts.ai_enabled', 'True'
-        ) == 'True'
-
-    def extract_bill_data_from_raw(self, email_body, raw_attachments=None):
-        """Extract bill data using raw attachments from msg_dict.
-
-        Raw attachments come as a list that can contain:
-        - tuples: (filename, content_bytes, info_dict)
-        - ir.attachment records (if already created)
-
-        Args:
-            email_body: HTML email body
-            raw_attachments: list from msg_dict['attachments']
-
-        Returns:
-            dict with extracted data, or empty dict on failure
-        """
-        if not self._is_ai_enabled():
-            _logger.info("AI extraction is disabled")
-            return {}
-
-        api_key = self._get_api_key()
-        if not api_key:
-            _logger.warning("No OpenAI API key configured")
-            return {}
-
-        try:
-            import requests as req_lib
-        except ImportError:
-            _logger.error("requests library not available")
-            return {}
-
-        clean_body = self._strip_html(email_body or '')
-        content_parts = []
-        has_pdf_content = False
-
-        # Process raw attachments from msg_dict
-        if raw_attachments:
-            for att in raw_attachments[:3]:
-                fname = ''
-                content = None
-
-                if hasattr(att, 'datas'):
-                    # ir.attachment record
-                    fname = att.name or ''
-                    content = base64.b64decode(att.datas) if att.datas else None
-                    mimetype = att.mimetype or ''
-                elif hasattr(att, 'fname') and hasattr(att, 'content'):
-                    # Odoo Attachment namedtuple (fname, content, info)
-                    fname = att.fname or ''
-                    content = att.content if isinstance(att.content, bytes) else None
-                    mimetype = getattr(att, 'info', {}).get('content_type', '') if hasattr(att, 'info') and att.info else ''
-                elif isinstance(att, (tuple, list)) and len(att) >= 2:
-                    # (filename, content_bytes, ...) tuple
-                    fname = att[0] or ''
-                    content = att[1] if isinstance(att[1], bytes) else None
-                    mimetype = ''
-                else:
-                    continue
-
-                # Determine mimetype from filename if not set
-                if not mimetype:
-                    if fname.lower().endswith('.pdf'):
-                        mimetype = 'application/pdf'
-                    elif fname.lower().endswith(('.png', '.jpg', '.jpeg')):
-                        mimetype = 'image/' + fname.rsplit('.', 1)[-1].lower()
-
-                if not content:
-                    continue
-
-                _logger.info("Processing attachment: %s (%d bytes)", fname, len(content))
-
-                if fname.lower().endswith('.pdf') or mimetype == 'application/pdf':
-                    # Convert PDF to images
-                    pdf_images = self._pdf_bytes_to_images(content)
-                    if pdf_images:
-                        has_pdf_content = True
-                        for img_data in pdf_images:
-                            content_parts.append({
-                                "type": "image_url",
-                                "image_url": {
-                                    "url": f"data:image/png;base64,{img_data}",
-                                    "detail": "high",
-                                }
-                            })
-                    else:
-                        # Fallback: text extraction
-                        pdf_text = self._pdf_bytes_to_text(content)
-                        if pdf_text:
-                            has_pdf_content = True
-                            content_parts.append({
-                                "type": "text",
-                                "text": f"INVOICE/BILL DOCUMENT:\n{pdf_text[:8000]}"
-                            })
-                elif mimetype.startswith('image/'):
-                    has_pdf_content = True
-                    img_b64 = base64.b64encode(content).decode()
-                    content_parts.append({
-                        "type": "image_url",
-                        "image_url": {
-                            "url": f"data:{mimetype};base64,{img_b64}",
-                            "detail": "high",
-                        }
-                    })
-
-        # Email body as secondary context
-        if clean_body and not has_pdf_content:
-            content_parts.append({
-                "type": "text",
-                "text": f"EMAIL BODY (no invoice attachment):\n{clean_body[:5000]}"
-            })
-        elif clean_body and has_pdf_content:
-            content_parts.append({
-                "type": "text",
-                "text": f"ADDITIONAL CONTEXT FROM EMAIL:\n{clean_body[:2000]}"
-            })
-
-        if not content_parts:
-            _logger.info("No content to extract from")
-            return {}
-
-        # Call OpenAI API
-        model = self._get_ai_model()
-        messages = [
-            {"role": "system", "content": EXTRACTION_PROMPT},
-            {"role": "user", "content": content_parts},
-        ]
-
-        try:
-            response = req_lib.post(
-                'https://api.openai.com/v1/chat/completions',
-                headers={
-                    'Authorization': f'Bearer {api_key}',
-                    'Content-Type': 'application/json',
-                },
-                json={
-                    'model': model,
-                    'messages': messages,
-                    'max_tokens': 2000,
-                    'temperature': 0.1,
-                },
-                timeout=60,
-            )
-            response.raise_for_status()
-            result = response.json()
-            content = result['choices'][0]['message']['content']
-
-            content = content.strip()
-            if content.startswith('```'):
-                lines = content.split('\n')
-                content = '\n'.join(lines[1:-1] if lines[-1].strip() == '```' else lines[1:])
-                content = content.strip()
-
-            if not content:
-                _logger.warning("AI returned empty response")
-                return {}
-
-            extracted = json.loads(content)
-            _logger.info("AI extraction successful: %s", json.dumps(extracted, indent=2)[:500])
-            return extracted
-
-        except Exception as e:
-            _logger.error("AI extraction failed: %s", e)
-            return {}
-
-    def _pdf_bytes_to_images(self, pdf_bytes):
-        """Convert raw PDF bytes to base64 PNG images."""
-        max_pages = self._get_max_pages()
-        images = []
-        try:
-            import fitz
-            doc = fitz.open(stream=pdf_bytes, filetype="pdf")
-            for page_num in range(min(len(doc), max_pages)):
-                page = doc[page_num]
-                pix = page.get_pixmap(matrix=fitz.Matrix(2, 2))
-                img_data = base64.b64encode(pix.tobytes("png")).decode()
-                images.append(img_data)
-                _logger.info("Converted PDF page %d to image (%d bytes)", page_num + 1, len(img_data))
-            doc.close()
-        except ImportError:
-            _logger.warning("PyMuPDF not available")
-        except Exception as e:
-            _logger.warning("PDF to image failed: %s", e)
-        return images
-
-    def _pdf_bytes_to_text(self, pdf_bytes):
-        """Extract text from raw PDF bytes."""
-        max_pages = self._get_max_pages()
-        try:
-            import fitz
-            doc = fitz.open(stream=pdf_bytes, filetype="pdf")
-            parts = []
-            for page_num in range(min(len(doc), max_pages)):
-                parts.append(doc[page_num].get_text())
-            doc.close()
-            return '\n'.join(parts)
-        except Exception:
-            return ''
-
-    def extract_bill_data(self, email_body, attachments=None):
-        """Extract bill data from email body and attachments using OpenAI.
-
-        Args:
-            email_body: Plain text or HTML email body
-            attachments: List of ir.attachment records
-
-        Returns:
-            dict with extracted data, or empty dict on failure
-        """
-        if not self._is_ai_enabled():
-            _logger.info("AI extraction is disabled")
-            return {}
-
-        api_key = self._get_api_key()
-        if not api_key:
-            _logger.warning("No OpenAI API key configured for Fusion Accounts")
-            return {}
-
-        try:
-            import requests
-        except ImportError:
-            _logger.error("requests library not available")
-            return {}
-
-        # Clean HTML from email body
-        clean_body = self._strip_html(email_body or '')
-
-        # Build messages for OpenAI
-        messages = [
-            {"role": "system", "content": EXTRACTION_PROMPT},
-        ]
-
-        # Build content -- PDF attachments FIRST (primary source), email body second
-        content_parts = []
-        has_pdf_content = False
-
-        # Add PDF/image attachments first (these are the invoice documents)
-        if attachments:
-            for attachment in attachments[:3]:  # Max 3 attachments
-                if attachment.mimetype == 'application/pdf':
-                    # Try image conversion first (best for AI vision)
-                    pdf_images = self._pdf_to_images(attachment)
-                    if pdf_images:
-                        has_pdf_content = True
-                        for img_data in pdf_images:
-                            content_parts.append({
-                                "type": "image_url",
-                                "image_url": {
-                                    "url": f"data:image/png;base64,{img_data}",
-                                    "detail": "high",
-                                }
-                            })
-                    else:
-                        # Fallback: extract text from PDF
-                        pdf_text = self._pdf_to_text(attachment)
-                        if pdf_text:
-                            has_pdf_content = True
-                            content_parts.append({
-                                "type": "text",
-                                "text": f"INVOICE/BILL DOCUMENT:\n{pdf_text[:8000]}"
-                            })
-                elif attachment.mimetype in ('image/png', 'image/jpeg', 'image/jpg'):
-                    has_pdf_content = True
-                    img_b64 = base64.b64encode(base64.b64decode(attachment.datas)).decode()
-                    content_parts.append({
-                        "type": "image_url",
-                        "image_url": {
-                            "url": f"data:{attachment.mimetype};base64,{img_b64}",
-                            "detail": "high",
-                        }
-                    })
-
-        # Add email body as secondary context (only if no PDF content found)
-        if clean_body and not has_pdf_content:
-            content_parts.append({
-                "type": "text",
-                "text": f"EMAIL BODY (no invoice attachment found):\n{clean_body[:5000]}"
-            })
-        elif clean_body and has_pdf_content:
-            content_parts.append({
-                "type": "text",
-                "text": f"ADDITIONAL CONTEXT FROM EMAIL:\n{clean_body[:2000]}"
-            })
-
-        if not content_parts:
-            _logger.info("No content to extract from")
-            return {}
-
-        messages.append({"role": "user", "content": content_parts})
-
-        # Call OpenAI API
-        model = self._get_ai_model()
-        try:
-            response = requests.post(
-                'https://api.openai.com/v1/chat/completions',
-                headers={
-                    'Authorization': f'Bearer {api_key}',
-                    'Content-Type': 'application/json',
-                },
-                json={
-                    'model': model,
-                    'messages': messages,
-                    'max_tokens': 2000,
-                    'temperature': 0.1,
-                },
-                timeout=60,
-            )
-            response.raise_for_status()
-            result = response.json()
-            content = result['choices'][0]['message']['content']
-
-            # Parse JSON from response -- handle markdown code fences
-            content = content.strip()
-            if content.startswith('```'):
-                # Remove ```json ... ``` wrapper
-                lines = content.split('\n')
-                content = '\n'.join(lines[1:-1] if lines[-1].strip() == '```' else lines[1:])
-                content = content.strip()
-
-            if not content:
-                _logger.warning("AI returned empty response")
-                return {}
-
-            extracted = json.loads(content)
-            _logger.info("AI extraction successful: %s", json.dumps(extracted, indent=2)[:500])
-            return extracted
-
-        except requests.exceptions.RequestException as e:
-            _logger.error("OpenAI API request failed: %s", e)
-            return {}
-        except (json.JSONDecodeError, KeyError, IndexError) as e:
-            _logger.warning("Failed to parse AI response: %s (content: %s)", e, content[:200] if content else 'empty')
-            return {}
-
-    def apply_extracted_data(self, move, extracted_data):
-        """Apply AI-extracted data to a draft vendor bill.
-
-        The PDF/invoice is the source of truth for:
-        - Vendor name (matched to Odoo contact)
-        - Invoice/bill number (ref)
-        - Invoice date, due date
-        - Line items
-
-        Args:
-            move: account.move record (draft vendor bill)
-            extracted_data: dict from extract_bill_data()
-        """
-        if not extracted_data:
-            return
-
-        vals = {}
-
-        # --- Vendor matching from AI-extracted vendor name ---
-        # This overrides the email sender match because the PDF
-        # shows the actual billing company (e.g., "Canada Computers Inc.")
-        ai_vendor_name = extracted_data.get('vendor_name')
-        if ai_vendor_name:
-            partner = self._match_vendor_by_name(ai_vendor_name)
-            if partner:
-                vals['partner_id'] = partner.id
-                _logger.info("AI vendor match: '%s' -> %s (id=%d)",
-                             ai_vendor_name, partner.name, partner.id)
-
-        # Invoice reference (vendor's invoice/bill/SO number)
-        if extracted_data.get('invoice_number'):
-            vals['ref'] = extracted_data['invoice_number']
-
-        # Invoice date
-        if extracted_data.get('invoice_date'):
-            try:
-                from datetime import datetime
-                vals['invoice_date'] = datetime.strptime(
-                    extracted_data['invoice_date'], '%Y-%m-%d'
-                ).date()
-            except (ValueError, TypeError):
-                pass
-
-        # Due date
-        if extracted_data.get('due_date'):
-            try:
-                from datetime import datetime
-                vals['invoice_date_due'] = datetime.strptime(
-                    extracted_data['due_date'], '%Y-%m-%d'
-                ).date()
-            except (ValueError, TypeError):
-                pass
-
-        if vals:
-            try:
-                move.write(vals)
-                _logger.info("Applied AI data to bill %s: %s", move.id, vals)
-            except Exception as e:
-                _logger.error("Failed to apply AI data to bill %s: %s", move.id, e)
-
-        # Add invoice lines if extracted
-        lines = extracted_data.get('lines', [])
-        if lines and not move.invoice_line_ids:
-            line_vals_list = []
-            for line in lines[:20]:  # Max 20 lines
-                line_vals = {
-                    'move_id': move.id,
-                    'name': line.get('description', 'Extracted line'),
-                    'quantity': line.get('quantity', 1.0),
-                    'price_unit': line.get('unit_price', 0.0),
-                }
-                line_vals_list.append(line_vals)
-
-            if line_vals_list:
-                try:
-                    move.write({
-                        'invoice_line_ids': [(0, 0, lv) for lv in line_vals_list]
-                    })
-                    _logger.info("Added %d AI-extracted lines to bill %s",
-                                 len(line_vals_list), move.id)
-                except Exception as e:
-                    _logger.error("Failed to add lines to bill %s: %s", move.id, e)
-
-    def _match_vendor_by_name(self, vendor_name):
-        """Match AI-extracted vendor name to an Odoo partner.
-
-        Tries multiple strategies:
-        1. Exact name match
-        2. Commercial company name match
-        3. Partial/contains match (only if single result)
-
-        Returns: res.partner record or False
-        """
-        if not vendor_name or len(vendor_name) < 3:
-            return False
-
-        Partner = self.env['res.partner'].sudo()
-        vendor_name = vendor_name.strip()
-
-        # Level 1: Exact name match
-        partner = Partner.search([
-            ('name', '=ilike', vendor_name),
-            ('supplier_rank', '>', 0),
-        ], limit=1)
-        if partner:
-            return partner
-
-        # Level 2: Exact name match without supplier_rank filter
-        partner = Partner.search([
-            ('name', '=ilike', vendor_name),
-        ], limit=1)
-        if partner:
-            return partner
-
-        # Level 3: Commercial company name match
-        partner = Partner.search([
-            ('commercial_company_name', '=ilike', vendor_name),
-        ], limit=1)
-        if partner:
-            return partner
-
-        # Level 4: Contains match (only accept single result to avoid false positives)
-        partners = Partner.search([
-            '|',
-            ('name', 'ilike', vendor_name),
-            ('commercial_company_name', 'ilike', vendor_name),
-        ])
-        if len(partners) == 1:
-            return partners
-
-        # Level 5: Try without common suffixes (Inc, Ltd, Corp, etc.)
-        clean_name = vendor_name
-        for suffix in [' Inc', ' Inc.', ' Ltd', ' Ltd.', ' Corp', ' Corp.',
-                       ' Co', ' Co.', ' LLC', ' Company', ' Limited']:
-            if clean_name.lower().endswith(suffix.lower()):
-                clean_name = clean_name[:len(clean_name) - len(suffix)].strip()
-                break
-
-        if clean_name != vendor_name and len(clean_name) >= 3:
-            partners = Partner.search([
-                '|',
-                ('name', 'ilike', clean_name),
-                ('commercial_company_name', 'ilike', clean_name),
-            ])
-            if len(partners) == 1:
-                return partners
-
-        _logger.info("No vendor match for AI-extracted name: '%s'", vendor_name)
-        return False
-
-    def _strip_html(self, html):
-        """Strip HTML tags from text."""
-        clean = re.sub(r'<style[^>]*>.*?</style>', '', html, flags=re.DOTALL)
-        clean = re.sub(r'<script[^>]*>.*?</script>', '', clean, flags=re.DOTALL)
-        clean = re.sub(r'<[^>]+>', ' ', clean)
-        clean = re.sub(r'\s+', ' ', clean).strip()
-        return clean
-
-    def _pdf_to_images(self, attachment):
-        """Convert PDF attachment pages to base64 PNG images using PyMuPDF."""
-        max_pages = self._get_max_pages()
-        images = []
-
-        try:
-            import fitz  # PyMuPDF
-            pdf_data = base64.b64decode(attachment.datas)
-            doc = fitz.open(stream=pdf_data, filetype="pdf")
-            for page_num in range(min(len(doc), max_pages)):
-                page = doc[page_num]
-                pix = page.get_pixmap(matrix=fitz.Matrix(2, 2))  # 2x zoom for readability
-                img_data = base64.b64encode(pix.tobytes("png")).decode()
-                images.append(img_data)
-                _logger.info("Converted PDF page %d to image (%d bytes)", page_num + 1, len(img_data))
-            doc.close()
-        except ImportError:
-            _logger.warning("PyMuPDF not available, will try text extraction fallback")
-        except Exception as e:
-            _logger.warning("PDF to image conversion failed: %s", e)
-
-        return images
-
-    def _pdf_to_text(self, attachment):
-        """Extract text content from PDF as fallback when image conversion fails."""
-        max_pages = self._get_max_pages()
-
-        try:
-            import fitz  # PyMuPDF
-            pdf_data = base64.b64decode(attachment.datas)
-            doc = fitz.open(stream=pdf_data, filetype="pdf")
-            text_parts = []
-            for page_num in range(min(len(doc), max_pages)):
-                page = doc[page_num]
-                text_parts.append(page.get_text())
-            doc.close()
-            full_text = '\n'.join(text_parts)
-            if full_text.strip():
-                _logger.info("Extracted %d chars of text from PDF", len(full_text))
-                return full_text
-        except ImportError:
-            pass
-        except Exception as e:
-            _logger.warning("PDF text extraction failed: %s", e)
-
-        return ''

fusion_accounts/fusion_accounts/models/fusion_accounts_log.py

@@ -1,140 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-from odoo import models, fields, api, _
-
-
-class FusionAccountsLog(models.Model):
-    _name = 'fusion.accounts.log'
-    _description = 'Fusion Accounts - Email Processing Log'
-    _order = 'create_date desc'
-    _rec_name = 'email_subject'
-
-    email_from = fields.Char(
-        string='From',
-        readonly=True,
-        help='Sender email address',
-    )
-    vendor_blocked = fields.Boolean(
-        related='vendor_id.x_fa_block_email_bill',
-        string='Vendor Blocked',
-        readonly=True,
-    )
-    email_subject = fields.Char(
-        string='Subject',
-        readonly=True,
-    )
-    email_date = fields.Datetime(
-        string='Email Date',
-        readonly=True,
-    )
-    vendor_id = fields.Many2one(
-        'res.partner',
-        string='Matched Vendor',
-        readonly=True,
-        help='Vendor matched from sender email',
-    )
-    match_level = fields.Selection(
-        selection=[
-            ('exact_email', 'Exact Email'),
-            ('domain', 'Domain Match'),
-            ('name', 'Name Match'),
-            ('no_match', 'No Match'),
-        ],
-        string='Match Level',
-        readonly=True,
-        help='How the vendor was identified',
-    )
-    action_taken = fields.Selection(
-        selection=[
-            ('bill_created', 'Bill Created'),
-            ('blocked', 'Blocked (Vendor)'),
-            ('failed', 'Failed'),
-            ('no_vendor', 'No Vendor Match'),
-        ],
-        string='Action',
-        readonly=True,
-    )
-    bill_id = fields.Many2one(
-        'account.move',
-        string='Created Bill',
-        readonly=True,
-        help='The vendor bill created from this email',
-    )
-    ai_extracted = fields.Boolean(
-        string='AI Extracted',
-        readonly=True,
-        default=False,
-        help='Whether AI data extraction was performed',
-    )
-    ai_result = fields.Text(
-        string='AI Extraction Result',
-        readonly=True,
-        help='JSON output from AI extraction',
-    )
-    notes = fields.Text(
-        string='Notes',
-        readonly=True,
-        help='Error messages or additional details',
-    )
-
-    def action_block_vendor(self):
-        """Block the vendor from this log entry from email bill creation."""
-        for log in self:
-            if log.vendor_id and not log.vendor_id.x_fa_block_email_bill:
-                log.vendor_id.write({'x_fa_block_email_bill': True})
-        return {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': _('Vendor Blocked'),
-                'message': _('Vendor blocked from email bill creation.'),
-                'type': 'success',
-                'sticky': False,
-            }
-        }
-
-    def action_enable_vendor(self):
-        """Enable the vendor from this log entry for email bill creation."""
-        for log in self:
-            if log.vendor_id and log.vendor_id.x_fa_block_email_bill:
-                log.vendor_id.write({'x_fa_block_email_bill': False})
-        return {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': _('Vendor Enabled'),
-                'message': _('Vendor enabled for email bill creation.'),
-                'type': 'success',
-                'sticky': False,
-            }
-        }
-
-    # Stat fields for dashboard
-    @api.model
-    def get_dashboard_data(self):
-        """Return statistics for the dashboard."""
-        today = fields.Date.today()
-        return {
-            'bills_pending': self.env['account.move'].search_count([
-                ('move_type', '=', 'in_invoice'),
-                ('state', '=', 'draft'),
-                ('x_fa_created_from_email', '=', True),
-            ]),
-            'bills_today': self.search_count([
-                ('action_taken', '=', 'bill_created'),
-                ('create_date', '>=', fields.Datetime.to_string(today)),
-            ]),
-            'blocked_today': self.search_count([
-                ('action_taken', '=', 'blocked'),
-                ('create_date', '>=', fields.Datetime.to_string(today)),
-            ]),
-            'failed_today': self.search_count([
-                ('action_taken', '=', 'failed'),
-                ('create_date', '>=', fields.Datetime.to_string(today)),
-            ]),
-            'total_blocked_vendors': self.env['res.partner'].search_count([
-                ('x_fa_block_email_bill', '=', True),
-            ]),
-        }

fusion_accounts/fusion_accounts/models/res_config_settings.py

@@ -1,84 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-import logging
-
-from odoo import models, fields
-
-_logger = logging.getLogger(__name__)
-
-
-class ResConfigSettings(models.TransientModel):
-    _inherit = 'res.config.settings'
-
-    # =========================================================================
-    # AI SETTINGS
-    # =========================================================================
-    x_fa_ai_enabled = fields.Boolean(
-        string='Enable AI Extraction',
-        config_parameter='fusion_accounts.ai_enabled',
-        help='Enable AI-powered data extraction from email body and attachments.',
-    )
-    x_fa_openai_api_key = fields.Char(
-        string='OpenAI API Key',
-        config_parameter='fusion_accounts.openai_api_key',
-        help='Your OpenAI API key for bill data extraction.',
-    )
-    x_fa_ai_model = fields.Selection(
-        selection=[
-            ('gpt-4o-mini', 'GPT-4o Mini (Fast, Low Cost)'),
-            ('gpt-4o', 'GPT-4o (Best Quality)'),
-        ],
-        string='AI Model',
-        config_parameter='fusion_accounts.ai_model',
-        help='OpenAI model to use for extraction.',
-    )
-    x_fa_ai_max_pages = fields.Integer(
-        string='Max PDF Pages',
-        config_parameter='fusion_accounts.ai_max_pages',
-        help='Maximum number of PDF pages to send to AI for extraction.',
-    )
-
-    # =========================================================================
-    # MATCHING SETTINGS
-    # =========================================================================
-    x_fa_enable_domain_match = fields.Boolean(
-        string='Enable Domain Matching',
-        config_parameter='fusion_accounts.enable_domain_match',
-        help='Match vendors by email domain (Level 2 matching).',
-    )
-    x_fa_enable_name_match = fields.Boolean(
-        string='Enable Name Matching',
-        config_parameter='fusion_accounts.enable_name_match',
-        help='Match vendors by sender display name (Level 3 matching).',
-    )
-    x_fa_auto_block_po_vendors = fields.Boolean(
-        string='Auto-Block PO Vendors',
-        config_parameter='fusion_accounts.auto_block_po_vendors',
-        help='Automatically block email bill creation for vendors with active Purchase Orders.',
-    )
-
-    # =========================================================================
-    # GENERAL SETTINGS
-    # =========================================================================
-    x_fa_log_retention_days = fields.Integer(
-        string='Log Retention (Days)',
-        config_parameter='fusion_accounts.log_retention_days',
-        help='Number of days to keep activity logs. Set 0 to keep forever.',
-    )
-
-    def set_values(self):
-        ICP = self.env['ir.config_parameter'].sudo()
-        # Protect API key and customized settings from accidental blanking
-        _protected = {
-            'fusion_accounts.openai_api_key': ICP.get_param('fusion_accounts.openai_api_key', ''),
-            'fusion_accounts.ai_model': ICP.get_param('fusion_accounts.ai_model', ''),
-            'fusion_accounts.ai_max_pages': ICP.get_param('fusion_accounts.ai_max_pages', ''),
-        }
-        super().set_values()
-        for key, old_val in _protected.items():
-            new_val = ICP.get_param(key, '')
-            if not new_val and old_val:
-                ICP.set_param(key, old_val)
-                _logger.warning("Settings protection: restored %s", key)

fusion_accounts/fusion_accounts/models/res_partner.py

@@ -1,47 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-from odoo import models, fields, _
-
-
-class ResPartner(models.Model):
-    _inherit = 'res.partner'
-
-    x_fa_block_email_bill = fields.Boolean(
-        string='Block Email Bill Creation',
-        default=False,
-        help='When enabled, incoming emails from this vendor will NOT '
-             'automatically create vendor bills. Use this for vendors '
-             'whose bills should be created through Purchase Orders instead.',
-    )
-
-    def action_fa_block_vendors(self):
-        """Block selected vendors from email bill creation."""
-        self.write({'x_fa_block_email_bill': True})
-        return {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': _('Vendors Blocked'),
-                'message': _('%d vendor(s) blocked from email bill creation.') % len(self),
-                'type': 'success',
-                'sticky': False,
-                'next': {'type': 'ir.actions.act_window_close'},
-            }
-        }
-
-    def action_fa_enable_vendors(self):
-        """Enable selected vendors for email bill creation."""
-        self.write({'x_fa_block_email_bill': False})
-        return {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': _('Vendors Enabled'),
-                'message': _('%d vendor(s) enabled for email bill creation.') % len(self),
-                'type': 'success',
-                'sticky': False,
-                'next': {'type': 'ir.actions.act_window_close'},
-            }
-        }

fusion_accounts/fusion_accounts/security/ir.model.access.csv

@@ -1,3 +0,0 @@
-id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
-access_fusion_accounts_log_user,fusion.accounts.log user,model_fusion_accounts_log,group_fusion_accounts_user,1,0,0,0
-access_fusion_accounts_log_manager,fusion.accounts.log manager,model_fusion_accounts_log,group_fusion_accounts_manager,1,1,1,1

fusion_accounts/fusion_accounts/security/security.xml

@@ -1,25 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<odoo>
-    <!-- Privilege (replaces module_category in Odoo 19) -->
-    <record id="res_groups_privilege_fusion_accounts" model="res.groups.privilege">
-        <field name="name">Fusion Accounts</field>
-        <field name="sequence">50</field>
-    </record>
-
-    <!-- User Group -->
-    <record id="group_fusion_accounts_user" model="res.groups">
-        <field name="name">User</field>
-        <field name="sequence">10</field>
-        <field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
-        <field name="privilege_id" ref="res_groups_privilege_fusion_accounts"/>
-    </record>
-
-    <!-- Manager Group -->
-    <record id="group_fusion_accounts_manager" model="res.groups">
-        <field name="name">Administrator</field>
-        <field name="sequence">20</field>
-        <field name="privilege_id" ref="res_groups_privilege_fusion_accounts"/>
-        <field name="implied_ids" eval="[(4, ref('group_fusion_accounts_user'))]"/>
-        <field name="user_ids" eval="[(4, ref('base.user_root')), (4, ref('base.user_admin'))]"/>
-    </record>
-</odoo>

fusion_accounts/fusion_accounts/views/account_move_views.xml

@@ -1,63 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<odoo>
-    <!-- ================================================================= -->
-    <!-- VENDOR BILL FORM: Email creation info -->
-    <!-- ================================================================= -->
-    <record id="view_move_form_fusion_accounts" model="ir.ui.view">
-        <field name="name">account.move.form.fusion.accounts</field>
-        <field name="model">account.move</field>
-        <field name="inherit_id" ref="account.view_move_form"/>
-        <field name="priority">80</field>
-        <field name="arch" type="xml">
-            <!-- Add email creation badge -->
-            <xpath expr="//div[hasclass('oe_title')]" position="before">
-                <field name="x_fa_created_from_email" invisible="1"/>
-                <div class="float-end" invisible="not x_fa_created_from_email or move_type != 'in_invoice'">
-                    <span class="badge text-bg-info">
-                        <i class="fa fa-envelope me-1"/>Created from Email
-                    </span>
-                    <field name="x_fa_ai_extracted" invisible="1"/>
-                    <span class="badge text-bg-primary ms-1" invisible="not x_fa_ai_extracted">
-                        <i class="fa fa-magic me-1"/>AI Extracted
-                    </span>
-                </div>
-            </xpath>
-
-            <!-- Add email origin info in notebook -->
-            <xpath expr="//notebook" position="inside">
-                <field name="x_fa_created_from_email" invisible="1"/>
-                <page string="Email Origin" name="fa_email_origin"
-                      invisible="not x_fa_created_from_email or move_type != 'in_invoice'">
-                    <group>
-                        <group string="Email Details">
-                            <field name="x_fa_original_sender" readonly="1"/>
-                            <field name="x_fa_match_level" widget="badge" readonly="1"/>
-                        </group>
-                        <group string="Processing">
-                            <field name="x_fa_ai_extracted" readonly="1"/>
-                        </group>
-                    </group>
-                </page>
-            </xpath>
-        </field>
-    </record>
-
-    <!-- ================================================================= -->
-    <!-- VENDOR BILL SEARCH: Add email filter -->
-    <!-- ================================================================= -->
-    <record id="view_move_search_fusion_accounts" model="ir.ui.view">
-        <field name="name">account.move.search.fusion.accounts</field>
-        <field name="model">account.move</field>
-        <field name="inherit_id" ref="account.view_account_invoice_filter"/>
-        <field name="priority">80</field>
-        <field name="arch" type="xml">
-            <xpath expr="//search" position="inside">
-                <separator/>
-                <filter string="From Email" name="from_email"
-                        domain="[('x_fa_created_from_email', '=', True)]"/>
-                <filter string="AI Extracted" name="ai_extracted"
-                        domain="[('x_fa_ai_extracted', '=', True)]"/>
-            </xpath>
-        </field>
-    </record>
-</odoo>

fusion_accounts/fusion_accounts/views/fusion_accounts_dashboard.xml

@@ -1,92 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<odoo>
-    <!-- ================================================================= -->
-    <!-- DASHBOARD ACTION -->
-    <!-- ================================================================= -->
-    <record id="action_fusion_accounts_dashboard" model="ir.actions.act_window">
-        <field name="name">Dashboard</field>
-        <field name="res_model">fusion.accounts.log</field>
-        <field name="view_mode">kanban,list,form</field>
-        <field name="context">{'search_default_filter_date': 1, 'search_default_group_action': 1}</field>
-        <field name="search_view_id" ref="view_fusion_accounts_log_search"/>
-        <field name="help" type="html">
-            <p class="o_view_nocontent_smiling_face">
-                Fusion Accounts Dashboard
-            </p>
-            <p>
-                Email processing activity will appear here.
-                Configure your email aliases and AI settings under Configuration.
-            </p>
-        </field>
-    </record>
-
-    <!-- ================================================================= -->
-    <!-- DASHBOARD KANBAN VIEW -->
-    <!-- ================================================================= -->
-    <record id="view_fusion_accounts_log_kanban" model="ir.ui.view">
-        <field name="name">fusion.accounts.log.kanban</field>
-        <field name="model">fusion.accounts.log</field>
-        <field name="arch" type="xml">
-            <kanban class="o_kanban_dashboard" create="0" edit="0"
-                    group_create="0" group_delete="0" group_edit="0"
-                    default_group_by="action_taken">
-                <field name="email_from"/>
-                <field name="email_subject"/>
-                <field name="vendor_id"/>
-                <field name="match_level"/>
-                <field name="action_taken"/>
-                <field name="bill_id"/>
-                <field name="ai_extracted"/>
-                <field name="create_date"/>
-                <field name="vendor_blocked"/>
-                <templates>
-                    <t t-name="card">
-                        <div class="d-flex flex-column">
-                            <strong class="fs-5 mb-1">
-                                <field name="email_subject"/>
-                            </strong>
-                            <div class="text-muted small mb-1">
-                                <i class="fa fa-envelope-o me-1"/>
-                                <field name="email_from"/>
-                            </div>
-                            <div class="d-flex align-items-center gap-2 mb-1">
-                                <field name="match_level" widget="badge"
-                                       decoration-info="match_level == 'exact_email'"
-                                       decoration-success="match_level == 'domain'"
-                                       decoration-warning="match_level == 'name'"
-                                       decoration-danger="match_level == 'no_match'"/>
-                                <span t-if="record.ai_extracted.raw_value" class="badge text-bg-primary">
-                                    <i class="fa fa-magic me-1"/>AI
-                                </span>
-                            </div>
-                            <div t-if="record.vendor_id.value" class="text-muted small">
-                                <i class="fa fa-building-o me-1"/>
-                                <field name="vendor_id"/>
-                            </div>
-                            <div t-if="record.bill_id.value" class="small mt-1">
-                                <i class="fa fa-file-text-o me-1"/>
-                                <field name="bill_id"/>
-                            </div>
-                            <div class="text-muted small mt-1">
-                                <field name="create_date" widget="datetime"/>
-                            </div>
-                            <!-- Block/Enable buttons -->
-                            <div t-if="record.vendor_id.value" class="mt-2 d-flex gap-1">
-                                <button t-if="!record.vendor_blocked.raw_value"
-                                        name="action_block_vendor" type="object"
-                                        class="btn btn-sm btn-outline-danger">
-                                    <i class="fa fa-ban me-1"/>Block Vendor
-                                </button>
-                                <button t-if="record.vendor_blocked.raw_value"
-                                        name="action_enable_vendor" type="object"
-                                        class="btn btn-sm btn-outline-success">
-                                    <i class="fa fa-check me-1"/>Enable Vendor
-                                </button>
-                            </div>
-                        </div>
-                    </t>
-                </templates>
-            </kanban>
-        </field>
-    </record>
-</odoo>

fusion_accounts/fusion_accounts/views/fusion_accounts_log_views.xml

@@ -1,130 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<odoo>
-    <!-- ================================================================= -->
-    <!-- ACTIVITY LOG - LIST VIEW -->
-    <!-- ================================================================= -->
-    <record id="view_fusion_accounts_log_list" model="ir.ui.view">
-        <field name="name">fusion.accounts.log.list</field>
-        <field name="model">fusion.accounts.log</field>
-        <field name="arch" type="xml">
-            <list string="Email Processing Log" create="0" edit="0"
-                  decoration-success="action_taken == 'bill_created'"
-                  decoration-warning="action_taken == 'blocked'"
-                  decoration-danger="action_taken == 'failed'"
-                  decoration-muted="action_taken == 'no_vendor'">
-                <header>
-                    <button name="action_block_vendor" type="object"
-                            string="Block Vendor" class="btn-secondary"
-                            icon="fa-ban"/>
-                    <button name="action_enable_vendor" type="object"
-                            string="Enable Vendor" class="btn-secondary"
-                            icon="fa-check"/>
-                </header>
-                <field name="create_date" string="Date"/>
-                <field name="email_from"/>
-                <field name="email_subject"/>
-                <field name="vendor_id"/>
-                <field name="match_level" widget="badge"
-                       decoration-info="match_level == 'exact_email'"
-                       decoration-success="match_level == 'domain'"
-                       decoration-warning="match_level == 'name'"
-                       decoration-danger="match_level == 'no_match'"/>
-                <field name="action_taken" widget="badge"
-                       decoration-success="action_taken == 'bill_created'"
-                       decoration-warning="action_taken == 'blocked'"
-                       decoration-danger="action_taken == 'failed'"/>
-                <field name="bill_id"/>
-                <field name="ai_extracted" widget="boolean"/>
-                <field name="vendor_blocked" string="Blocked" widget="boolean"/>
-            </list>
-        </field>
-    </record>
-
-    <!-- ================================================================= -->
-    <!-- ACTIVITY LOG - FORM VIEW -->
-    <!-- ================================================================= -->
-    <record id="view_fusion_accounts_log_form" model="ir.ui.view">
-        <field name="name">fusion.accounts.log.form</field>
-        <field name="model">fusion.accounts.log</field>
-        <field name="arch" type="xml">
-            <form string="Email Processing Log" create="0" edit="0">
-                <header>
-                    <button name="action_block_vendor" type="object"
-                            string="Block Vendor" class="btn-secondary"
-                            icon="fa-ban"
-                            invisible="not vendor_id or vendor_blocked"/>
-                    <button name="action_enable_vendor" type="object"
-                            string="Enable Vendor" class="btn-secondary"
-                            icon="fa-check"
-                            invisible="not vendor_id or not vendor_blocked"/>
-                </header>
-                <sheet>
-                    <div class="oe_title">
-                        <h1><field name="email_subject" readonly="1"/></h1>
-                    </div>
-                    <group>
-                        <group string="Email Details">
-                            <field name="email_from"/>
-                            <field name="email_date"/>
-                            <field name="create_date" string="Processed At"/>
-                        </group>
-                        <group string="Processing Result">
-                            <field name="vendor_id"/>
-                            <field name="vendor_blocked" string="Vendor Blocked"/>
-                            <field name="match_level" widget="badge"/>
-                            <field name="action_taken" widget="badge"/>
-                            <field name="bill_id"/>
-                            <field name="ai_extracted"/>
-                        </group>
-                    </group>
-                    <group string="AI Extraction Result" invisible="not ai_extracted">
-                        <field name="ai_result" widget="text" nolabel="1" colspan="2"/>
-                    </group>
-                    <group string="Notes" invisible="not notes">
-                        <field name="notes" nolabel="1" colspan="2"/>
-                    </group>
-                </sheet>
-            </form>
-        </field>
-    </record>
-
-    <!-- ================================================================= -->
-    <!-- ACTIVITY LOG - SEARCH VIEW -->
-    <!-- ================================================================= -->
-    <record id="view_fusion_accounts_log_search" model="ir.ui.view">
-        <field name="name">fusion.accounts.log.search</field>
-        <field name="model">fusion.accounts.log</field>
-        <field name="arch" type="xml">
-            <search string="Activity Log">
-                <field name="email_from"/>
-                <field name="email_subject"/>
-                <field name="vendor_id"/>
-                <separator/>
-                <!-- Action Filters -->
-                <filter string="Bills Created" name="bill_created" domain="[('action_taken', '=', 'bill_created')]"/>
-                <filter string="Blocked" name="blocked" domain="[('action_taken', '=', 'blocked')]"/>
-                <filter string="Failed" name="failed" domain="[('action_taken', '=', 'failed')]"/>
-                <separator/>
-                <filter string="AI Extracted" name="ai_extracted" domain="[('ai_extracted', '=', True)]"/>
-                <separator/>
-                <!-- Time Period Filter (Odoo date filter with period selector) -->
-                <filter string="Date" name="filter_date" date="create_date"/>
-                <separator/>
-                <!-- Match Level Filters -->
-                <filter string="Exact Email Match" name="exact" domain="[('match_level', '=', 'exact_email')]"/>
-                <filter string="Domain Match" name="domain_match" domain="[('match_level', '=', 'domain')]"/>
-                <filter string="Name Match" name="name_match" domain="[('match_level', '=', 'name')]"/>
-                <filter string="No Match" name="no_match" domain="[('match_level', '=', 'no_match')]"/>
-                <group>
-                    <filter string="Action" name="group_action" context="{'group_by': 'action_taken'}"/>
-                    <filter string="Match Level" name="group_match" context="{'group_by': 'match_level'}"/>
-                    <filter string="Vendor" name="group_vendor" context="{'group_by': 'vendor_id'}"/>
-                    <filter string="Day" name="group_day" context="{'group_by': 'create_date:day'}"/>
-                    <filter string="Week" name="group_week" context="{'group_by': 'create_date:week'}"/>
-                    <filter string="Month" name="group_month" context="{'group_by': 'create_date:month'}"/>
-                    <filter string="Year" name="group_year" context="{'group_by': 'create_date:year'}"/>
-                </group>
-            </search>
-        </field>
-    </record>
-</odoo>

fusion_accounts/fusion_accounts/views/fusion_accounts_menus.xml

@@ -1,190 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<odoo>
-    <!-- ================================================================= -->
-    <!-- WINDOW ACTIONS (must be before menus) -->
-    <!-- ================================================================= -->
-
-    <!-- Bills from Email -->
-    <record id="action_bills_from_email" model="ir.actions.act_window">
-        <field name="name">Bills from Email</field>
-        <field name="res_model">account.move</field>
-        <field name="view_mode">list,form</field>
-        <field name="domain">[('move_type', '=', 'in_invoice'), ('x_fa_created_from_email', '=', True)]</field>
-        <field name="context">{'default_move_type': 'in_invoice'}</field>
-        <field name="help" type="html">
-            <p class="o_view_nocontent_smiling_face">
-                No bills from email yet
-            </p>
-            <p>
-                Bills will appear here when incoming emails create vendor bills automatically.
-            </p>
-        </field>
-    </record>
-
-    <!-- All Vendor Bills -->
-    <record id="action_all_vendor_bills" model="ir.actions.act_window">
-        <field name="name">All Vendor Bills</field>
-        <field name="res_model">account.move</field>
-        <field name="view_mode">list,form</field>
-        <field name="domain">[('move_type', '=', 'in_invoice')]</field>
-        <field name="context">{'default_move_type': 'in_invoice'}</field>
-    </record>
-
-    <!-- Blocked Vendors -->
-    <record id="action_blocked_vendors" model="ir.actions.act_window">
-        <field name="name">Blocked Vendors</field>
-        <field name="res_model">res.partner</field>
-        <field name="view_mode">list,form</field>
-        <field name="view_id" ref="view_partner_list_fusion_accounts"/>
-        <field name="domain">[('x_fa_block_email_bill', '=', True)]</field>
-        <field name="context">{'default_x_fa_block_email_bill': True}</field>
-        <field name="help" type="html">
-            <p class="o_view_nocontent_smiling_face">
-                No blocked vendors
-            </p>
-            <p>
-                Vendors blocked from automatic email bill creation will appear here.
-                Block vendors whose bills should be created through Purchase Orders instead.
-            </p>
-        </field>
-    </record>
-
-    <!-- Vendors with Active POs -->
-    <record id="action_vendors_with_po" model="ir.actions.act_window">
-        <field name="name">Vendors with Active POs</field>
-        <field name="res_model">res.partner</field>
-        <field name="view_mode">list,form</field>
-        <field name="view_id" ref="view_partner_list_fusion_accounts"/>
-        <field name="domain">[('purchase_line_ids', '!=', False), ('supplier_rank', '>', 0)]</field>
-        <field name="help" type="html">
-            <p class="o_view_nocontent_smiling_face">
-                No vendors with purchase orders
-            </p>
-            <p>
-                Vendors with Purchase Orders appear here.
-                Consider blocking these vendors from automatic email bill creation.
-            </p>
-        </field>
-    </record>
-
-    <!-- All Vendors -->
-    <record id="action_all_vendors" model="ir.actions.act_window">
-        <field name="name">All Vendors</field>
-        <field name="res_model">res.partner</field>
-        <field name="view_mode">list,form</field>
-        <field name="view_id" ref="view_partner_list_fusion_accounts"/>
-        <field name="domain">[('supplier_rank', '>', 0)]</field>
-    </record>
-
-    <!-- Activity Log -->
-    <record id="action_fusion_accounts_log" model="ir.actions.act_window">
-        <field name="name">Activity Log</field>
-        <field name="res_model">fusion.accounts.log</field>
-        <field name="view_mode">list,form</field>
-        <field name="help" type="html">
-            <p class="o_view_nocontent_smiling_face">
-                No activity logged yet
-            </p>
-            <p>
-                Email processing activity will be logged here automatically.
-            </p>
-        </field>
-    </record>
-
-    <!-- Settings -->
-    <record id="action_fusion_accounts_settings" model="ir.actions.act_window">
-        <field name="name">Fusion Accounts Settings</field>
-        <field name="res_model">res.config.settings</field>
-        <field name="view_mode">form</field>
-        <field name="target">current</field>
-        <field name="context">{'module': 'fusion_accounts'}</field>
-    </record>
-
-    <!-- ================================================================= -->
-    <!-- TOP-LEVEL APP MENU -->
-    <!-- ================================================================= -->
-    <menuitem id="menu_fusion_accounts_root"
-              name="Fusion Accounts"
-              web_icon="fusion_accounts,static/description/icon.png"
-              sequence="35"
-              groups="group_fusion_accounts_user"/>
-
-    <!-- ================================================================= -->
-    <!-- DASHBOARD -->
-    <!-- ================================================================= -->
-    <menuitem id="menu_fusion_accounts_dashboard"
-              name="Dashboard"
-              parent="menu_fusion_accounts_root"
-              action="action_fusion_accounts_dashboard"
-              sequence="10"/>
-
-    <!-- ================================================================= -->
-    <!-- BILLS -->
-    <!-- ================================================================= -->
-    <menuitem id="menu_fusion_accounts_bills"
-              name="Bills"
-              parent="menu_fusion_accounts_root"
-              sequence="20"/>
-
-    <menuitem id="menu_fusion_accounts_bills_email"
-              name="Bills from Email"
-              parent="menu_fusion_accounts_bills"
-              action="action_bills_from_email"
-              sequence="10"/>
-
-    <menuitem id="menu_fusion_accounts_bills_all"
-              name="All Vendor Bills"
-              parent="menu_fusion_accounts_bills"
-              action="action_all_vendor_bills"
-              sequence="20"/>
-
-    <!-- ================================================================= -->
-    <!-- VENDORS -->
-    <!-- ================================================================= -->
-    <menuitem id="menu_fusion_accounts_vendors"
-              name="Vendors"
-              parent="menu_fusion_accounts_root"
-              sequence="30"/>
-
-    <menuitem id="menu_fusion_accounts_vendors_blocked"
-              name="Blocked Vendors"
-              parent="menu_fusion_accounts_vendors"
-              action="action_blocked_vendors"
-              sequence="10"/>
-
-    <menuitem id="menu_fusion_accounts_vendors_with_po"
-              name="Vendors with Active POs"
-              parent="menu_fusion_accounts_vendors"
-              action="action_vendors_with_po"
-              sequence="15"/>
-
-    <menuitem id="menu_fusion_accounts_vendors_all"
-              name="All Vendors"
-              parent="menu_fusion_accounts_vendors"
-              action="action_all_vendors"
-              sequence="20"/>
-
-    <!-- ================================================================= -->
-    <!-- ACTIVITY LOG -->
-    <!-- ================================================================= -->
-    <menuitem id="menu_fusion_accounts_logs"
-              name="Activity Log"
-              parent="menu_fusion_accounts_root"
-              action="action_fusion_accounts_log"
-              sequence="40"/>
-
-    <!-- ================================================================= -->
-    <!-- CONFIGURATION -->
-    <!-- ================================================================= -->
-    <menuitem id="menu_fusion_accounts_config"
-              name="Configuration"
-              parent="menu_fusion_accounts_root"
-              sequence="90"
-              groups="group_fusion_accounts_manager"/>
-
-    <menuitem id="menu_fusion_accounts_settings"
-              name="Settings"
-              parent="menu_fusion_accounts_config"
-              action="action_fusion_accounts_settings"
-              sequence="10"/>
-</odoo>

fusion_accounts/fusion_accounts/views/res_config_settings_views.xml

@@ -1,73 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<odoo>
-    <!-- ================================================================= -->
-    <!-- SETTINGS PAGE -->
-    <!-- ================================================================= -->
-    <record id="view_res_config_settings_fusion_accounts" model="ir.ui.view">
-        <field name="name">res.config.settings.fusion.accounts</field>
-        <field name="model">res.config.settings</field>
-        <field name="inherit_id" ref="base.res_config_settings_view_form"/>
-        <field name="arch" type="xml">
-            <xpath expr="//form" position="inside">
-                <app data-string="Fusion Accounts" string="Fusion Accounts"
-                     name="fusion_accounts"
-                     groups="fusion_accounts.group_fusion_accounts_manager">
-
-                    <!-- AI SETTINGS -->
-                    <block title="AI Data Extraction" name="fa_ai_settings">
-                        <setting id="fa_ai_enabled" string="Enable AI Extraction"
-                                 help="Use OpenAI to automatically extract bill data from emails and PDF attachments.">
-                            <field name="x_fa_ai_enabled"/>
-                        </setting>
-                        <setting id="fa_openai_key" string="OpenAI API Key"
-                                 help="Your OpenAI API key for bill data extraction."
-                                 invisible="not x_fa_ai_enabled">
-                            <field name="x_fa_openai_api_key" password="True"/>
-                        </setting>
-                        <setting id="fa_ai_model" string="AI Model"
-                                 help="Select the OpenAI model. GPT-4o Mini is faster and cheaper, GPT-4o is more accurate."
-                                 invisible="not x_fa_ai_enabled">
-                            <field name="x_fa_ai_model"/>
-                        </setting>
-                        <setting id="fa_ai_max_pages" string="Max PDF Pages"
-                                 help="Maximum number of PDF pages to send to AI for extraction. More pages = higher cost."
-                                 invisible="not x_fa_ai_enabled">
-                            <field name="x_fa_ai_max_pages"/>
-                        </setting>
-                    </block>
-
-                    <!-- VENDOR MATCHING SETTINGS -->
-                    <block title="Vendor Matching" name="fa_matching_settings">
-                        <setting id="fa_domain_match" string="Domain Matching (Level 2)"
-                                 help="Match vendors by email domain when exact email is not found.">
-                            <field name="x_fa_enable_domain_match"/>
-                        </setting>
-                        <setting id="fa_name_match" string="Name Matching (Level 3)"
-                                 help="Match vendors by sender display name when email and domain don't match.">
-                            <field name="x_fa_enable_name_match"/>
-                        </setting>
-                        <setting id="fa_auto_block" string="Auto-Block PO Vendors"
-                                 help="Automatically block email bill creation for vendors that have active Purchase Orders.">
-                            <field name="x_fa_auto_block_po_vendors"/>
-                        </setting>
-                    </block>
-
-                    <!-- GENERAL SETTINGS -->
-                    <block title="General" name="fa_general_settings">
-                        <setting id="fa_log_retention" string="Log Retention"
-                                 help="Number of days to keep activity logs. Set to 0 to keep forever.">
-                            <div class="content-group">
-                                <div class="row mt8">
-                                    <label for="x_fa_log_retention_days" string="Keep logs for" class="col-3"/>
-                                    <field name="x_fa_log_retention_days" class="col-1"/>
-                                    <span class="col-2"> days</span>
-                                </div>
-                            </div>
-                        </setting>
-                    </block>
-
-                </app>
-            </xpath>
-        </field>
-    </record>
-</odoo>

fusion_accounts/fusion_accounts/views/res_partner_views.xml

@@ -1,59 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<odoo>
-    <!-- ================================================================= -->
-    <!-- VENDOR FORM: Add Block Email Bill checkbox -->
-    <!-- ================================================================= -->
-    <record id="view_partner_form_fusion_accounts" model="ir.ui.view">
-        <field name="name">res.partner.form.fusion.accounts</field>
-        <field name="model">res.partner</field>
-        <field name="inherit_id" ref="base.view_partner_form"/>
-        <field name="priority">50</field>
-        <field name="arch" type="xml">
-            <xpath expr="//page[@name='internal_notes']" position="before">
-                <page string="Fusion Accounts" name="fusion_accounts">
-                    <group>
-                        <group string="Email Bill Settings">
-                            <field name="x_fa_block_email_bill" widget="boolean_toggle"/>
-                            <div class="alert alert-info" role="alert" colspan="2"
-                                 invisible="not x_fa_block_email_bill">
-                                <i class="fa fa-info-circle"/>
-                                Emails from this vendor will <strong>not</strong> create vendor bills automatically.
-                                Bills for this vendor should be created through Purchase Orders.
-                            </div>
-                        </group>
-                    </group>
-                </page>
-            </xpath>
-        </field>
-    </record>
-
-    <!-- ================================================================= -->
-    <!-- FUSION ACCOUNTS: Custom Vendor List View (clean actions) -->
-    <!-- ================================================================= -->
-    <record id="view_partner_list_fusion_accounts" model="ir.ui.view">
-        <field name="name">res.partner.list.fusion.accounts</field>
-        <field name="model">res.partner</field>
-        <field name="priority">99</field>
-        <field name="arch" type="xml">
-            <list string="Vendors" multi_edit="1">
-                <header>
-                    <button name="action_fa_block_vendors" type="object"
-                            string="Block Email Bills" class="btn-secondary"
-                            icon="fa-ban"/>
-                    <button name="action_fa_enable_vendors" type="object"
-                            string="Enable Email Bills" class="btn-secondary"
-                            icon="fa-check"/>
-                </header>
-                <field name="name"/>
-                <field name="email"/>
-                <field name="phone"/>
-                <field name="x_fa_block_email_bill" string="Blocked" widget="boolean_toggle"/>
-                <field name="supplier_rank" column_invisible="True"/>
-            </list>
-        </field>
-    </record>
-
-    <!-- ================================================================= -->
-    <!-- Add block/enable methods to res.partner -->
-    <!-- ================================================================= -->
-</odoo>

fusion_authorizer_portal/__init__.py

@@ -2,3 +2,29 @@
 
 from . import models
 from . import controllers
+
+
+def _reactivate_views(env):
+    """Ensure all module views are active after install/update.
+
+    Odoo silently deactivates inherited views when an xpath fails
+    validation (e.g. parent view structure changed between versions).
+    Once deactivated, subsequent -u runs never reactivate them.
+    This hook prevents that from silently breaking the portal.
+    """
+    views = env['ir.ui.view'].sudo().search([
+        ('key', 'like', 'fusion_authorizer_portal.%'),
+        ('active', '=', False),
+    ])
+    if views:
+        views.write({'active': True})
+        env.cr.execute("""
+            SELECT key FROM ir_ui_view
+            WHERE key LIKE 'fusion_authorizer_portal.%%'
+              AND id = ANY(%s)
+        """, [views.ids])
+        keys = [r[0] for r in env.cr.fetchall()]
+        import logging
+        logging.getLogger(__name__).warning(
+            "Reactivated %d deactivated views: %s", len(keys), keys
+        )

fusion_authorizer_portal/__manifest__.py

@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 {
     'name': 'Fusion Authorizer & Sales Portal',
-    'version': '19.0.2.0.9',
+    'version': '19.0.2.5.0',
     'category': 'Sales/Portal',
     'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms',
     'description': """
@@ -50,8 +50,10 @@ This module provides external portal access for:
         'website',
         'mail',
         'calendar',
+        'appointment',
         'knowledge',
         'fusion_claims',
+        'fusion_tasks',
     ],
     'data': [
         # Security
@@ -62,10 +64,12 @@ This module provides external portal access for:
         'data/portal_menu_data.xml',
         'data/ir_actions_server_data.xml',
         'data/welcome_articles.xml',
+        'data/appointment_invite_data.xml',
         # Views
         'views/res_partner_views.xml',
         'views/sale_order_views.xml',
         'views/assessment_views.xml',
+        'views/loaner_checkout_views.xml',
         'views/pdf_template_views.xml',
         # Portal Templates
         'views/portal_templates.xml',
@@ -75,6 +79,8 @@ This module provides external portal access for:
         'views/portal_accessibility_forms.xml',
         'views/portal_technician_templates.xml',
         'views/portal_book_assessment.xml',
+        'views/portal_schedule.xml',
+        'views/portal_page11_sign_templates.xml',
     ],
     'assets': {
         'web.assets_backend': [
@@ -91,9 +97,11 @@ This module provides external portal access for:
             'fusion_authorizer_portal/static/src/js/pdf_field_editor.js',
             'fusion_authorizer_portal/static/src/js/technician_push.js',
             'fusion_authorizer_portal/static/src/js/technician_location.js',
+            'fusion_authorizer_portal/static/src/js/portal_schedule_booking.js',
         ],
     },
     'images': ['static/description/icon.png'],
+    'post_init_hook': '_reactivate_views',
     'installable': True,
     'application': False,
     'auto_install': False,

fusion_authorizer_portal/controllers/__init__.py

@@ -3,3 +3,5 @@
 from . import portal_main
 from . import portal_assessment
 from . import pdf_editor
+from . import portal_schedule
+from . import portal_page11_sign

fusion_authorizer_portal/controllers/pdf_editor.py

@@ -35,6 +35,7 @@ class FusionPdfEditorController(http.Controller):
         fields = template.field_ids.read([
             'name', 'label', 'page', 'pos_x', 'pos_y', 'width', 'height',
             'field_type', 'font_size', 'font_name', 'field_key', 'default_value', 'is_active',
+            'text_align',
         ])
 
         return request.render('fusion_authorizer_portal.portal_pdf_field_editor', {
@@ -56,6 +57,7 @@ class FusionPdfEditorController(http.Controller):
         return template.field_ids.read([
             'name', 'label', 'page', 'pos_x', 'pos_y', 'width', 'height',
             'field_type', 'font_size', 'font_name', 'field_key', 'default_value', 'is_active',
+            'text_align',
         ])
 
     # ================================================================
@@ -73,6 +75,7 @@ class FusionPdfEditorController(http.Controller):
         allowed = {
             'name', 'label', 'page', 'pos_x', 'pos_y', 'width', 'height',
             'field_type', 'font_size', 'font_name', 'field_key', 'default_value', 'is_active',
+            'text_align',
         }
         safe_values = {k: v for k, v in values.items() if k in allowed}
         if safe_values:

fusion_authorizer_portal/controllers/portal_main.py

@@ -26,6 +26,7 @@ class AuthorizerPortal(CustomerPortal):
         if hasattr(response, 'qcontext') and (partner.is_authorizer or partner.is_sales_rep_portal or partner.is_client_portal or partner.is_technician_portal):
             posting_info = self._get_adp_posting_info()
             response.qcontext.update(posting_info)
+            response.qcontext.update(self._get_clock_status_data())
             
             # Add signature count (documents to sign) - only if Sign module is installed
             sign_count = 0
@@ -38,6 +39,14 @@ class AuthorizerPortal(CustomerPortal):
             response.qcontext['sign_count'] = sign_count
             response.qcontext['sign_module_available'] = sign_module_available
 
+            ICP = request.env['ir.config_parameter'].sudo()
+            g_start = ICP.get_param('fusion_claims.portal_gradient_start', '#5ba848')
+            g_mid = ICP.get_param('fusion_claims.portal_gradient_mid', '#3a8fb7')
+            g_end = ICP.get_param('fusion_claims.portal_gradient_end', '#2e7aad')
+            response.qcontext['portal_gradient'] = (
+                'linear-gradient(135deg, %s 0%%, %s 60%%, %s 100%%)' % (g_start, g_mid, g_end)
+            )
+        
         return response
 
     def _prepare_home_portal_values(self, counters):
@@ -716,7 +725,7 @@ class AuthorizerPortal(CustomerPortal):
             'sale_type_filter': sale_type,
             'status_filter': status,
         }
-        
+        values.update(self._get_clock_status_data())
         return request.render('fusion_authorizer_portal.portal_sales_dashboard', values)
 
     @http.route(['/my/sales/cases', '/my/sales/cases/page/<int:page>'], type='http', auth='user', website=True)
@@ -1082,14 +1091,60 @@ class AuthorizerPortal(CustomerPortal):
             _logger.error(f"Error downloading proof of delivery: {e}")
             return request.redirect('/my/funding-claims')
 
+    # ==================== CLOCK STATUS HELPER ====================
+
+    def _get_clock_status_data(self):
+        """Get clock in/out status for the current portal user."""
+        try:
+            user = request.env.user
+            Employee = request.env['hr.employee'].sudo()
+            employee = Employee.search([('user_id', '=', user.id)], limit=1)
+            if not employee:
+                employee = Employee.search([
+                    ('name', '=', user.partner_id.name),
+                    ('user_id', '=', False),
+                ], limit=1)
+            if not employee or not getattr(employee, 'x_fclk_enable_clock', False):
+                return {'clock_enabled': False}
+
+            is_checked_in = employee.attendance_state == 'checked_in'
+            check_in_time = ''
+            location_name = ''
+            if is_checked_in:
+                att = request.env['hr.attendance'].sudo().search([
+                    ('employee_id', '=', employee.id),
+                    ('check_out', '=', False),
+                ], limit=1)
+                if att:
+                    check_in_time = att.check_in.isoformat() if att.check_in else ''
+                    location_name = att.x_fclk_location_id.name if att.x_fclk_location_id else ''
+
+            return {
+                'clock_enabled': True,
+                'clock_checked_in': is_checked_in,
+                'clock_check_in_time': check_in_time,
+                'clock_location_name': location_name,
+            }
+        except Exception as e:
+            _logger.warning("Clock status check failed: %s", e)
+            return {'clock_enabled': False}
+
     # ==================== TECHNICIAN PORTAL ====================
 
     def _check_technician_access(self):
         """Check if current user is a technician portal user."""
         partner = request.env.user.partner_id
-        if not partner.is_technician_portal:
-            return False
+        if partner.is_technician_portal:
             return True
+        has_tasks = request.env['fusion.technician.task'].sudo().search_count([
+            '|',
+            ('technician_id', '=', request.env.user.id),
+            ('additional_technician_ids', 'in', [request.env.user.id]),
+        ], limit=1)
+        if has_tasks:
+            partner.sudo().write({'is_technician_portal': True})
+            return True
+        return False
 
     @http.route(['/my/technician', '/my/technician/dashboard'], type='http', auth='user', website=True)
     def technician_dashboard(self, **kw):
@@ -1103,9 +1158,11 @@ class AuthorizerPortal(CustomerPortal):
         SaleOrder = request.env['sale.order'].sudo()
         today = fields.Date.context_today(request.env['fusion.technician.task'])
 
-        # Today's tasks
+        # Today's tasks (lead or additional technician)
         today_tasks = Task.search([
+            '|',
             ('technician_id', '=', user.id),
+            ('additional_technician_ids', 'in', [user.id]),
             ('scheduled_date', '=', today),
             ('status', '!=', 'cancelled'),
         ], order='sequence, time_start, id')
@@ -1135,7 +1192,9 @@ class AuthorizerPortal(CustomerPortal):
         from datetime import timedelta
         tomorrow = today + timedelta(days=1)
         tomorrow_count = Task.search_count([
+            '|',
             ('technician_id', '=', user.id),
+            ('additional_technician_ids', 'in', [user.id]),
             ('scheduled_date', '=', tomorrow),
             ('status', '!=', 'cancelled'),
         ])
@@ -1147,6 +1206,8 @@ class AuthorizerPortal(CustomerPortal):
         ICP = request.env['ir.config_parameter'].sudo()
         google_maps_api_key = ICP.get_param('fusion_claims.google_maps_api_key', '')
 
+        clock_data = self._get_clock_status_data()
+
         values = {
             'today_tasks': today_tasks,
             'current_task': current_task,
@@ -1162,6 +1223,7 @@ class AuthorizerPortal(CustomerPortal):
             'google_maps_api_key': google_maps_api_key,
             'page_name': 'technician_dashboard',
         }
+        values.update(clock_data)
         return request.render('fusion_authorizer_portal.portal_technician_dashboard', values)
 
     @http.route(['/my/technician/tasks', '/my/technician/tasks/page/<int:page>'], type='http', auth='user', website=True)
@@ -1173,7 +1235,7 @@ class AuthorizerPortal(CustomerPortal):
         user = request.env.user
         Task = request.env['fusion.technician.task'].sudo()
 
-        domain = [('technician_id', '=', user.id)]
+        domain = ['|', ('technician_id', '=', user.id), ('additional_technician_ids', 'in', [user.id])]
 
         if filter_status == 'scheduled':
             domain.append(('status', '=', 'scheduled'))
@@ -1229,14 +1291,19 @@ class AuthorizerPortal(CustomerPortal):
 
         try:
             task = Task.browse(task_id)
-            if not task.exists() or task.technician_id.id != user.id:
+            if not task.exists() or (
+                task.technician_id.id != user.id
+                and user.id not in task.additional_technician_ids.ids
+            ):
                 raise AccessError(_('You do not have access to this task.'))
         except (AccessError, MissingError):
             return request.redirect('/my/technician/tasks')
 
         # Check for earlier uncompleted tasks (sequential enforcement)
         earlier_incomplete = Task.search([
+            '|',
             ('technician_id', '=', user.id),
+            ('additional_technician_ids', 'in', [user.id]),
             ('scheduled_date', '=', task.scheduled_date),
             ('time_start', '<', task.time_start),
             ('status', 'not in', ['completed', 'cancelled']),
@@ -1276,7 +1343,10 @@ class AuthorizerPortal(CustomerPortal):
         Attachment = request.env['ir.attachment'].sudo()
         try:
             task = Task.browse(task_id)
-            if not task.exists() or task.technician_id.id != user.id:
+            if not task.exists() or (
+                task.technician_id.id != user.id
+                and user.id not in task.additional_technician_ids.ids
+            ):
                 return {'success': False, 'error': 'Task not found'}
 
             from markupsafe import Markup, escape
@@ -1403,34 +1473,61 @@ class AuthorizerPortal(CustomerPortal):
             return {'success': False, 'error': str(e)}
 
     @http.route('/my/technician/task/<int:task_id>/action', type='json', auth='user', website=True)
-    def technician_task_action(self, task_id, action, **kw):
-        """Handle task status changes (start, complete, en_route, cancel)."""
+    def technician_task_action(self, task_id, action, latitude=None, longitude=None, accuracy=None, **kw):
+        """Handle task status changes (start, complete, en_route, cancel).
+        Location is mandatory -- the client must send GPS coordinates."""
         if not self._check_technician_access():
             return {'success': False, 'error': 'Access denied'}
 
+        if not latitude or not longitude:
+            return {'success': False, 'error': 'Location is required. Please enable GPS and try again.'}
+        if not (-90 <= latitude <= 90 and -180 <= longitude <= 180):
+            return {'success': False, 'error': 'Invalid GPS coordinates.'}
+
         user = request.env.user
         Task = request.env['fusion.technician.task'].sudo()
 
         try:
             task = Task.browse(task_id)
-            if not task.exists() or task.technician_id.id != user.id:
+            if not task.exists() or (
+                task.technician_id.id != user.id
+                and user.id not in task.additional_technician_ids.ids
+            ):
                 return {'success': False, 'error': 'Task not found or not assigned to you'}
 
+            request.env['fusion.technician.location'].sudo().log_location(
+                latitude=latitude,
+                longitude=longitude,
+                accuracy=accuracy,
+            )
+
+            # Push location to remote instances for cross-instance visibility
+            try:
+                request.env['fusion.task.sync.config'].sudo()._push_technician_location(
+                    user.id, latitude, longitude, accuracy or 0)
+            except Exception:
+                pass  # Non-blocking: sync failure should not block task action
+
+            location_ctx = {
+                'action_latitude': latitude,
+                'action_longitude': longitude,
+                'action_accuracy': accuracy or 0,
+            }
+
             if action == 'en_route':
-                task.action_start_en_route()
+                task.with_context(**location_ctx).action_start_en_route()
             elif action == 'start':
-                task.action_start_task()
+                task.with_context(**location_ctx).action_start_task()
             elif action == 'complete':
                 completion_notes = kw.get('completion_notes', '')
                 if completion_notes:
                     task.completion_notes = completion_notes
-                task.action_complete_task()
+                task.with_context(**location_ctx).action_complete_task()
             elif action == 'cancel':
-                task.action_cancel_task()
+                task.with_context(**location_ctx).action_cancel_task()
             else:
                 return {'success': False, 'error': f'Unknown action: {action}'}
 
-            # For completion, also return next task info
             result = {
                 'success': True,
                 'status': task.status,
@@ -1462,7 +1559,10 @@ class AuthorizerPortal(CustomerPortal):
         ICP = request.env['ir.config_parameter'].sudo()
 
         task = Task.browse(task_id)
-        if not task.exists() or task.technician_id.id != user.id:
+        if not task.exists() or (
+            task.technician_id.id != user.id
+            and user.id not in task.additional_technician_ids.ids
+        ):
             return {'success': False, 'error': 'Task not found'}
 
         api_key = ICP.get_param('fusion_notes.openai_api_key') or ICP.get_param('fusion_claims.ai_api_key', '')
@@ -1524,7 +1624,10 @@ class AuthorizerPortal(CustomerPortal):
         ICP = request.env['ir.config_parameter'].sudo()
 
         task = Task.browse(task_id)
-        if not task.exists() or task.technician_id.id != user.id:
+        if not task.exists() or (
+            task.technician_id.id != user.id
+            and user.id not in task.additional_technician_ids.ids
+        ):
             return {'success': False, 'error': 'Task not found'}
 
         api_key = ICP.get_param('fusion_notes.openai_api_key') or ICP.get_param('fusion_claims.ai_api_key', '')
@@ -1571,17 +1674,24 @@ class AuthorizerPortal(CustomerPortal):
             return {'success': False, 'error': str(e)}
 
     @http.route('/my/technician/task/<int:task_id>/voice-complete', type='json', auth='user', website=True)
-    def technician_voice_complete(self, task_id, transcription, **kw):
+    def technician_voice_complete(self, task_id, transcription, latitude=None, longitude=None, accuracy=None, **kw):
         """Format transcription with GPT and complete the task."""
         if not self._check_technician_access():
             return {'success': False, 'error': 'Access denied'}
+        if not latitude or not longitude:
+            return {'success': False, 'error': 'Location is required. Please enable GPS and try again.'}
+        if not (-90 <= latitude <= 90 and -180 <= longitude <= 180):
+            return {'success': False, 'error': 'Invalid GPS coordinates.'}
 
         user = request.env.user
         Task = request.env['fusion.technician.task'].sudo()
         ICP = request.env['ir.config_parameter'].sudo()
 
         task = Task.browse(task_id)
-        if not task.exists() or task.technician_id.id != user.id:
+        if not task.exists() or (
+            task.technician_id.id != user.id
+            and user.id not in task.additional_technician_ids.ids
+        ):
             return {'success': False, 'error': 'Task not found'}
 
         api_key = ICP.get_param('fusion_notes.openai_api_key') or ICP.get_param('fusion_claims.ai_api_key', '')
@@ -1643,7 +1753,18 @@ class AuthorizerPortal(CustomerPortal):
             'completion_notes': completion_html,
             'voice_note_transcription': transcription,
         })
-        task.action_complete_task()
+
+        request.env['fusion.technician.location'].sudo().log_location(
+            latitude=latitude,
+            longitude=longitude,
+            accuracy=accuracy,
+        )
+        location_ctx = {
+            'action_latitude': latitude,
+            'action_longitude': longitude,
+            'action_accuracy': accuracy or 0,
+        }
+        task.with_context(**location_ctx).action_complete_task()
 
         return {
             'success': True,
@@ -1664,7 +1785,9 @@ class AuthorizerPortal(CustomerPortal):
         tomorrow = today + timedelta(days=1)
 
         tomorrow_tasks = Task.search([
+            '|',
             ('technician_id', '=', user.id),
+            ('additional_technician_ids', 'in', [user.id]),
             ('scheduled_date', '=', tomorrow),
             ('status', '!=', 'cancelled'),
         ], order='sequence, time_start, id')
@@ -1703,7 +1826,9 @@ class AuthorizerPortal(CustomerPortal):
             return request.redirect('/my/technician')
 
         tasks = Task.search([
+            '|',
             ('technician_id', '=', user.id),
+            ('additional_technician_ids', 'in', [user.id]),
             ('scheduled_date', '=', schedule_date),
             ('status', '!=', 'cancelled'),
         ], order='sequence, time_start, id')
@@ -1752,6 +1877,25 @@ class AuthorizerPortal(CustomerPortal):
             _logger.warning(f"Location log error: {e}")
             return {'success': False}
 
+    @http.route('/my/technician/clock-status', type='json', auth='user', website=True)
+    def technician_clock_status(self, **kw):
+        """Check if the current technician is clocked in.
+
+        Returns {clocked_in: bool} so the JS background logger can decide
+        whether to track location.  Replaces the fixed 9-6 hour window.
+        """
+        if not self._check_technician_access():
+            return {'clocked_in': False}
+        try:
+            emp = request.env['hr.employee'].sudo().search([
+                ('user_id', '=', request.env.user.id),
+            ], limit=1)
+            if emp and emp.attendance_state == 'checked_in':
+                return {'clocked_in': True}
+        except Exception:
+            pass
+        return {'clocked_in': False}
+
     @http.route('/my/technician/settings/start-location', type='json', auth='user', website=True)
     def technician_save_start_location(self, address='', **kw):
         """Save the technician's personal start location."""
@@ -1827,7 +1971,9 @@ class AuthorizerPortal(CustomerPortal):
             if not has_access and partner.is_technician_portal:
                 task_count = request.env['fusion.technician.task'].sudo().search_count([
                     ('sale_order_id', '=', order.id),
+                    '|',
                     ('technician_id', '=', user.id),
+                    ('additional_technician_ids', 'in', [user.id]),
                 ])
                 if task_count:
                     has_access = True
@@ -2017,6 +2163,94 @@ class AuthorizerPortal(CustomerPortal):
             _logger.error(f"Error saving POD signature: {e}")
             return {'success': False, 'error': str(e)}
 
+    # ==================== TASK-LEVEL POD SIGNATURE ====================
+
+    @http.route('/my/technician/task/<int:task_id>/pod', type='http', auth='user', website=True)
+    def task_pod_signature_page(self, task_id, **kw):
+        """Task-level POD signature capture page (works for all tasks including shadow)."""
+        if not self._check_technician_access():
+            return request.redirect('/my')
+
+        user = request.env.user
+        Task = request.env['fusion.technician.task'].sudo()
+
+        try:
+            task = Task.browse(task_id)
+            if not task.exists() or (
+                task.technician_id.id != user.id
+                and user.id not in task.additional_technician_ids.ids
+            ):
+                raise AccessError(_('You do not have access to this task.'))
+        except (AccessError, MissingError):
+            return request.redirect('/my/technician/tasks')
+
+        values = {
+            'task': task,
+            'has_existing_signature': bool(task.pod_signature),
+            'page_name': 'task_pod_signature',
+        }
+        return request.render('fusion_authorizer_portal.portal_task_pod_signature', values)
+
+    @http.route('/my/technician/task/<int:task_id>/pod/sign', type='json', auth='user', methods=['POST'])
+    def task_pod_save_signature(self, task_id, client_name, signature_data, signature_date=None, **kw):
+        """Save POD signature directly on a task."""
+        if not self._check_technician_access():
+            return {'success': False, 'error': 'Access denied'}
+
+        user = request.env.user
+        Task = request.env['fusion.technician.task'].sudo()
+
+        try:
+            task = Task.browse(task_id)
+            if not task.exists() or (
+                task.technician_id.id != user.id
+                and user.id not in task.additional_technician_ids.ids
+            ):
+                return {'success': False, 'error': 'Task not found'}
+
+            if not client_name or not client_name.strip():
+                return {'success': False, 'error': 'Client name is required'}
+            if not signature_data:
+                return {'success': False, 'error': 'Signature is required'}
+
+            if ',' in signature_data:
+                signature_data = signature_data.split(',')[1]
+
+            from datetime import datetime as dt_datetime
+            sig_date = None
+            if signature_date:
+                try:
+                    sig_date = dt_datetime.strptime(signature_date, '%Y-%m-%d').date()
+                except ValueError:
+                    pass
+
+            task.write({
+                'pod_signature': signature_data,
+                'pod_client_name': client_name.strip(),
+                'pod_signature_date': sig_date,
+                'pod_signed_by_user_id': user.id,
+                'pod_signed_datetime': fields.Datetime.now(),
+            })
+
+            if task.sale_order_id:
+                task.sale_order_id.write({
+                    'x_fc_pod_signature': signature_data,
+                    'x_fc_pod_client_name': client_name.strip(),
+                    'x_fc_pod_signature_date': sig_date,
+                    'x_fc_pod_signed_by_user_id': user.id,
+                    'x_fc_pod_signed_datetime': fields.Datetime.now(),
+                })
+
+            return {
+                'success': True,
+                'message': 'Signature saved successfully',
+                'redirect_url': f'/my/technician/task/{task_id}',
+            }
+
+        except Exception as e:
+            _logger.error(f"Error saving task POD signature: {e}")
+            return {'success': False, 'error': str(e)}
+
     def _generate_signed_pod_pdf(self, order, save_to_field=True):
         """Generate a signed POD PDF with the signature embedded.
         
@@ -2466,3 +2700,71 @@ class AuthorizerPortal(CustomerPortal):
             _logger.info(f"Attached video to assessment {assessment.reference}")
         except Exception as e:
             _logger.warning(f"Failed to attach video to assessment {assessment.reference}: {e}")
+
+    # =================================================================
+    # RENTAL PICKUP INSPECTION (added by fusion_rental)
+    # =================================================================
+
+    @http.route(
+        '/my/technician/rental-inspection/<int:task_id>',
+        type='http', auth='user', website=True,
+    )
+    def rental_inspection_page(self, task_id, **kw):
+        """Render the rental pickup inspection form for the technician."""
+        user = request.env.user
+        task = request.env['fusion.technician.task'].sudo().browse(task_id)
+
+        if (
+            not task.exists()
+            or (task.technician_id.id != user.id
+                and user.id not in task.additional_technician_ids.ids)
+            or task.task_type != 'pickup'
+        ):
+            return request.redirect('/my')
+
+        return request.render(
+            'fusion_rental.portal_rental_inspection',
+            {
+                'task': task,
+                'order': task.sale_order_id,
+                'page_name': 'rental_inspection',
+            },
+        )
+
+    @http.route(
+        '/my/technician/rental-inspection/<int:task_id>/submit',
+        type='json', auth='user', methods=['POST'],
+    )
+    def rental_inspection_submit(self, task_id, **kwargs):
+        """Save the rental inspection results."""
+        user = request.env.user
+        task = request.env['fusion.technician.task'].sudo().browse(task_id)
+
+        if (
+            not task.exists()
+            or (task.technician_id.id != user.id
+                and user.id not in task.additional_technician_ids.ids)
+            or task.task_type != 'pickup'
+        ):
+            return {'success': False, 'error': 'Access denied.'}
+
+        condition = kwargs.get('condition', '')
+        notes = kwargs.get('notes', '')
+        photo_ids = kwargs.get('photo_ids', [])
+
+        if not condition:
+            return {'success': False, 'error': 'Please select a condition.'}
+
+        vals = {
+            'rental_inspection_condition': condition,
+            'rental_inspection_notes': notes,
+            'rental_inspection_completed': True,
+        }
+        if photo_ids:
+            vals['rental_inspection_photo_ids'] = [(6, 0, photo_ids)]
+        task.write(vals)
+
+        return {
+            'success': True,
+            'message': 'Inspection saved. You can now complete the task.',
+        }

fusion_authorizer_portal/controllers/portal_page11_sign.py

@@ -0,0 +1,206 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+import base64
+import json
+import logging
+
+from odoo import http, fields, _
+from odoo.http import request
+
+_logger = logging.getLogger(__name__)
+
+
+class Page11PublicSignController(http.Controller):
+
+    def _get_sign_request(self, token):
+        """Look up and validate a signing request by token."""
+        req = request.env['fusion.page11.sign.request'].sudo().search([
+            ('access_token', '=', token),
+        ], limit=1)
+        if not req:
+            return None, 'not_found'
+        if req.state == 'signed':
+            return req, 'already_signed'
+        if req.state == 'cancelled':
+            return req, 'cancelled'
+        if req.state == 'expired' or (
+            req.expiry_date and req.expiry_date < fields.Datetime.now()
+        ):
+            if req.state != 'expired':
+                req.state = 'expired'
+            return req, 'expired'
+        return req, 'ok'
+
+    @http.route('/page11/sign/<string:token>', type='http', auth='public',
+                website=True, sitemap=False)
+    def page11_sign_form(self, token, **kw):
+        """Display the Page 11 signing form."""
+        sign_req, status = self._get_sign_request(token)
+
+        if status == 'not_found':
+            return request.render(
+                'fusion_authorizer_portal.portal_page11_sign_invalid', {}
+            )
+
+        if status in ('expired', 'cancelled'):
+            return request.render(
+                'fusion_authorizer_portal.portal_page11_sign_expired',
+                {'sign_request': sign_req},
+            )
+
+        if status == 'already_signed':
+            return request.render(
+                'fusion_authorizer_portal.portal_page11_sign_success',
+                {'sign_request': sign_req, 'token': token},
+            )
+
+        order = sign_req.sale_order_id
+        partner = order.partner_id
+
+        assessment = request.env['fusion.assessment'].sudo().search([
+            ('sale_order_id', '=', order.id),
+        ], limit=1, order='create_date desc')
+
+        ICP = request.env['ir.config_parameter'].sudo()
+        google_maps_api_key = ICP.get_param('fusion_claims.google_maps_api_key', '')
+
+        client_first_name = ''
+        client_last_name = ''
+        client_middle_name = ''
+        client_health_card = ''
+        client_health_card_version = ''
+
+        if assessment:
+            client_first_name = assessment.client_first_name or ''
+            client_last_name = assessment.client_last_name or ''
+            client_middle_name = assessment.client_middle_name or ''
+            client_health_card = assessment.client_health_card or ''
+            client_health_card_version = assessment.client_health_card_version or ''
+        else:
+            first, last = order._get_client_name_parts()
+            client_first_name = first
+            client_last_name = last
+
+        values = {
+            'sign_request': sign_req,
+            'order': order,
+            'partner': partner,
+            'assessment': assessment,
+            'company': order.company_id,
+            'token': token,
+            'signer_type': sign_req.signer_type,
+            'is_agent': sign_req.signer_type != 'client',
+            'google_maps_api_key': google_maps_api_key,
+            'client_first_name': client_first_name,
+            'client_last_name': client_last_name,
+            'client_middle_name': client_middle_name,
+            'client_health_card': client_health_card,
+            'client_health_card_version': client_health_card_version,
+        }
+        return request.render(
+            'fusion_authorizer_portal.portal_page11_public_sign', values,
+        )
+
+    @http.route('/page11/sign/<string:token>/submit', type='http',
+                auth='public', methods=['POST'], website=True,
+                csrf=True, sitemap=False)
+    def page11_sign_submit(self, token, **post):
+        """Process the submitted Page 11 signature."""
+        sign_req, status = self._get_sign_request(token)
+
+        if status != 'ok':
+            return request.redirect(f'/page11/sign/{token}')
+
+        signature_data = post.get('signature_data', '')
+        if not signature_data:
+            return request.redirect(f'/page11/sign/{token}?error=no_signature')
+
+        if signature_data.startswith('data:image'):
+            signature_data = signature_data.split(',', 1)[1]
+
+        consent_accepted = post.get('consent_declaration', '') == 'on'
+        if not consent_accepted:
+            return request.redirect(f'/page11/sign/{token}?error=no_consent')
+
+        signer_name = post.get('signer_name', sign_req.signer_name or '')
+        chosen_signer_type = post.get('signer_type', sign_req.signer_type or 'client')
+        consent_signed_by = 'applicant' if chosen_signer_type == 'client' else 'agent'
+
+        signer_type_labels = {
+            'spouse': 'Spouse', 'parent': 'Parent',
+            'legal_guardian': 'Legal Guardian',
+            'poa': 'Power of Attorney',
+            'public_trustee': 'Public Trustee',
+        }
+
+        vals = {
+            'signature_data': signature_data,
+            'signer_name': signer_name,
+            'signer_type': chosen_signer_type,
+            'consent_declaration_accepted': True,
+            'consent_signed_by': consent_signed_by,
+            'signed_date': fields.Datetime.now(),
+            'state': 'signed',
+            'client_first_name': post.get('client_first_name', ''),
+            'client_last_name': post.get('client_last_name', ''),
+            'client_health_card': post.get('client_health_card', ''),
+            'client_health_card_version': post.get('client_health_card_version', ''),
+        }
+
+        if consent_signed_by == 'agent':
+            vals.update({
+                'agent_first_name': post.get('agent_first_name', ''),
+                'agent_last_name': post.get('agent_last_name', ''),
+                'agent_middle_initial': post.get('agent_middle_initial', ''),
+                'agent_phone': post.get('agent_phone', ''),
+                'agent_unit': post.get('agent_unit', ''),
+                'agent_street_number': post.get('agent_street_number', ''),
+                'agent_street': post.get('agent_street', ''),
+                'agent_city': post.get('agent_city', ''),
+                'agent_province': post.get('agent_province', 'Ontario'),
+                'agent_postal_code': post.get('agent_postal_code', ''),
+                'signer_relationship': signer_type_labels.get(chosen_signer_type, chosen_signer_type),
+            })
+
+        sign_req.sudo().write(vals)
+
+        try:
+            sign_req.sudo()._generate_signed_pdf()
+        except Exception as e:
+            _logger.error("PDF generation failed for sign request %s: %s", sign_req.id, e)
+
+        try:
+            sign_req.sudo()._update_sale_order()
+        except Exception as e:
+            _logger.error("Sale order update failed for sign request %s: %s", sign_req.id, e)
+
+        return request.render(
+            'fusion_authorizer_portal.portal_page11_sign_success',
+            {'sign_request': sign_req, 'token': token},
+        )
+
+    @http.route('/page11/sign/<string:token>/download', type='http',
+                auth='public', website=True, sitemap=False)
+    def page11_download_pdf(self, token, **kw):
+        """Download the signed Page 11 PDF."""
+        sign_req = request.env['fusion.page11.sign.request'].sudo().search([
+            ('access_token', '=', token),
+            ('state', '=', 'signed'),
+        ], limit=1)
+
+        if not sign_req or not sign_req.signed_pdf:
+            return request.redirect(f'/page11/sign/{token}')
+
+        pdf_content = base64.b64decode(sign_req.signed_pdf)
+        filename = sign_req.signed_pdf_filename or 'Page11_Signed.pdf'
+
+        return request.make_response(
+            pdf_content,
+            headers=[
+                ('Content-Type', 'application/pdf'),
+                ('Content-Disposition', f'attachment; filename="{filename}"'),
+                ('Content-Length', str(len(pdf_content))),
+            ],
+        )

fusion_authorizer_portal/controllers/portal_schedule.py

@@ -0,0 +1,327 @@
+# -*- coding: utf-8 -*-
+
+from odoo import http, _, fields
+from odoo.http import request
+from odoo.addons.portal.controllers.portal import CustomerPortal
+from odoo.exceptions import AccessError, ValidationError
+from datetime import datetime, timedelta
+import json
+import logging
+import pytz
+
+_logger = logging.getLogger(__name__)
+
+
+class PortalSchedule(CustomerPortal):
+    """Portal controller for appointment scheduling and calendar management."""
+
+    def _get_schedule_values(self):
+        """Common values for schedule pages."""
+        ICP = request.env['ir.config_parameter'].sudo()
+        g_start = ICP.get_param('fusion_claims.portal_gradient_start', '#5ba848')
+        g_mid = ICP.get_param('fusion_claims.portal_gradient_mid', '#3a8fb7')
+        g_end = ICP.get_param('fusion_claims.portal_gradient_end', '#2e7aad')
+        gradient = 'linear-gradient(135deg, %s 0%%, %s 60%%, %s 100%%)' % (g_start, g_mid, g_end)
+        google_maps_api_key = ICP.get_param('fusion_claims.google_maps_api_key', '')
+
+        return {
+            'portal_gradient': gradient,
+            'google_maps_api_key': google_maps_api_key,
+        }
+
+    def _get_user_timezone(self):
+        tz_name = request.env.user.tz or 'America/Toronto'
+        try:
+            return pytz.timezone(tz_name)
+        except pytz.exceptions.UnknownTimeZoneError:
+            return pytz.timezone('America/Toronto')
+
+    def _get_appointment_types(self):
+        """Get appointment types available to the current user."""
+        return request.env['appointment.type'].sudo().search([
+            ('staff_user_ids', 'in', [request.env.user.id]),
+        ])
+
+    @http.route(['/my/schedule'], type='http', auth='user', website=True)
+    def schedule_page(self, **kw):
+        """Schedule overview: upcoming appointments and shareable link."""
+        partner = request.env.user.partner_id
+        user = request.env.user
+        now = fields.Datetime.now()
+
+        upcoming_events = request.env['calendar.event'].sudo().search([
+            ('partner_ids', 'in', [partner.id]),
+            ('start', '>=', now),
+        ], order='start asc', limit=20)
+
+        today_events = request.env['calendar.event'].sudo().search([
+            ('partner_ids', 'in', [partner.id]),
+            ('start', '>=', now.replace(hour=0, minute=0, second=0)),
+            ('start', '<', (now + timedelta(days=1)).replace(hour=0, minute=0, second=0)),
+        ], order='start asc')
+
+        invite = request.env['appointment.invite'].sudo().search([
+            ('staff_user_ids', 'in', [user.id]),
+        ], limit=1)
+        share_url = invite.book_url if invite else ''
+
+        appointment_types = self._get_appointment_types()
+        tz = self._get_user_timezone()
+
+        values = self._get_schedule_values()
+        values.update({
+            'page_name': 'schedule',
+            'upcoming_events': upcoming_events,
+            'today_events': today_events,
+            'share_url': share_url,
+            'appointment_types': appointment_types,
+            'user_tz': tz,
+            'now': now,
+        })
+        return request.render('fusion_authorizer_portal.portal_schedule_page', values)
+
+    @http.route(['/my/schedule/book'], type='http', auth='user', website=True)
+    def schedule_book(self, appointment_type_id=None, **kw):
+        """Booking form for a new appointment."""
+        appointment_types = self._get_appointment_types()
+        if not appointment_types:
+            return request.redirect('/my/schedule')
+
+        if appointment_type_id:
+            selected_type = request.env['appointment.type'].sudo().browse(int(appointment_type_id))
+            if not selected_type.exists():
+                selected_type = appointment_types[0]
+        else:
+            selected_type = appointment_types[0]
+
+        values = self._get_schedule_values()
+        values.update({
+            'page_name': 'schedule_book',
+            'appointment_types': appointment_types,
+            'selected_type': selected_type,
+            'now': fields.Datetime.now(),
+            'error': kw.get('error'),
+            'success': kw.get('success'),
+        })
+        return request.render('fusion_authorizer_portal.portal_schedule_book', values)
+
+    @http.route('/my/schedule/available-slots', type='json', auth='user', website=True)
+    def schedule_available_slots(self, appointment_type_id, selected_date=None, **kw):
+        """JSON-RPC endpoint: return available time slots for a date."""
+        appointment_type = request.env['appointment.type'].sudo().browse(int(appointment_type_id))
+        if not appointment_type.exists():
+            return {'error': 'Appointment type not found', 'slots': []}
+
+        user = request.env.user
+        tz_name = user.tz or 'America/Toronto'
+        tz = self._get_user_timezone()
+
+        ref_date = fields.Datetime.now()
+        slot_data = appointment_type._get_appointment_slots(
+            timezone=tz_name,
+            filter_users=request.env['res.users'].sudo().browse(user.id),
+            asked_capacity=1,
+            reference_date=ref_date,
+        )
+
+        filtered_slots = []
+        target_date = None
+        if selected_date:
+            try:
+                target_date = datetime.strptime(selected_date, '%Y-%m-%d').date()
+            except ValueError:
+                return {'error': 'Invalid date format', 'slots': []}
+
+        for month_data in slot_data:
+            for week in month_data.get('weeks', []):
+                for day_info in week:
+                    if not day_info:
+                        continue
+                    day = day_info.get('day')
+                    if target_date and day != target_date:
+                        continue
+                    for slot in day_info.get('slots', []):
+                        slot_dt_str = slot.get('datetime')
+                        if not slot_dt_str:
+                            continue
+                        filtered_slots.append({
+                            'datetime': slot_dt_str,
+                            'start_hour': slot.get('start_hour', ''),
+                            'end_hour': slot.get('end_hour', ''),
+                            'duration': slot.get('slot_duration', str(appointment_type.appointment_duration)),
+                            'staff_user_id': slot.get('staff_user_id', user.id),
+                        })
+
+        available_dates = []
+        if not target_date:
+            seen = set()
+            for month_data in slot_data:
+                for week in month_data.get('weeks', []):
+                    for day_info in week:
+                        if not day_info:
+                            continue
+                        day = day_info.get('day')
+                        if day and day_info.get('slots') and str(day) not in seen:
+                            seen.add(str(day))
+                            available_dates.append(str(day))
+
+        return {
+            'slots': filtered_slots,
+            'available_dates': sorted(available_dates),
+            'duration': appointment_type.appointment_duration,
+            'timezone': tz_name,
+        }
+
+    @http.route('/my/schedule/week-events', type='json', auth='user', website=True)
+    def schedule_week_events(self, selected_date, **kw):
+        """Return the user's calendar events for the Mon-Sun week containing selected_date."""
+        try:
+            target = datetime.strptime(selected_date, '%Y-%m-%d').date()
+        except (ValueError, TypeError):
+            return {'error': 'Invalid date format', 'events': [], 'week_days': []}
+
+        monday = target - timedelta(days=target.weekday())
+        sunday = monday + timedelta(days=6)
+
+        partner = request.env.user.partner_id
+        tz = self._get_user_timezone()
+
+        monday_start_local = tz.localize(datetime.combine(monday, datetime.min.time()))
+        sunday_end_local = tz.localize(datetime.combine(sunday, datetime.max.time()))
+        monday_start_utc = monday_start_local.astimezone(pytz.utc).replace(tzinfo=None)
+        sunday_end_utc = sunday_end_local.astimezone(pytz.utc).replace(tzinfo=None)
+
+        events = request.env['calendar.event'].sudo().search([
+            ('partner_ids', 'in', [partner.id]),
+            ('start', '>=', monday_start_utc),
+            ('start', '<=', sunday_end_utc),
+        ], order='start asc')
+
+        event_list = []
+        for ev in events:
+            start_utc = ev.start
+            stop_utc = ev.stop
+            start_local = pytz.utc.localize(start_utc).astimezone(tz)
+            stop_local = pytz.utc.localize(stop_utc).astimezone(tz)
+            event_list.append({
+                'name': ev.name or '',
+                'start': start_local.strftime('%Y-%m-%d %H:%M'),
+                'end': stop_local.strftime('%Y-%m-%d %H:%M'),
+                'start_time': start_local.strftime('%I:%M %p'),
+                'end_time': stop_local.strftime('%I:%M %p'),
+                'day_of_week': start_local.weekday(),
+                'date': start_local.strftime('%Y-%m-%d'),
+                'location': ev.location or '',
+                'duration': ev.duration,
+            })
+
+        day_labels = ['Mon', 'Tue', 'Wed', 'Thu', 'Fri', 'Sat', 'Sun']
+        week_days = []
+        for i in range(7):
+            day = monday + timedelta(days=i)
+            week_days.append({
+                'label': day_labels[i],
+                'date': day.strftime('%Y-%m-%d'),
+                'day_num': day.day,
+                'is_selected': day == target,
+            })
+
+        return {
+            'events': event_list,
+            'week_days': week_days,
+            'selected_date': selected_date,
+        }
+
+    @http.route('/my/schedule/book/submit', type='http', auth='user', website=True, methods=['POST'])
+    def schedule_book_submit(self, **post):
+        """Process the booking form submission."""
+        appointment_type_id = int(post.get('appointment_type_id', 0))
+        appointment_type = request.env['appointment.type'].sudo().browse(appointment_type_id)
+        if not appointment_type.exists():
+            return request.redirect('/my/schedule/book?error=Invalid+appointment+type')
+
+        client_name = (post.get('client_name') or '').strip()
+        client_street = (post.get('client_street') or '').strip()
+        client_city = (post.get('client_city') or '').strip()
+        client_province = (post.get('client_province') or '').strip()
+        client_postal = (post.get('client_postal') or '').strip()
+        notes = (post.get('notes') or '').strip()
+        slot_datetime = (post.get('slot_datetime') or '').strip()
+        slot_duration = post.get('slot_duration', str(appointment_type.appointment_duration))
+
+        if not client_name or not slot_datetime:
+            return request.redirect('/my/schedule/book?error=Client+name+and+time+slot+are+required')
+
+        user = request.env.user
+        tz = self._get_user_timezone()
+
+        try:
+            start_dt_naive = datetime.strptime(slot_datetime, '%Y-%m-%d %H:%M:%S')
+            start_dt_local = tz.localize(start_dt_naive)
+            start_dt_utc = start_dt_local.astimezone(pytz.utc).replace(tzinfo=None)
+        except (ValueError, Exception) as e:
+            _logger.error("Failed to parse slot datetime %s: %s", slot_datetime, e)
+            return request.redirect('/my/schedule/book?error=Invalid+time+slot')
+
+        duration = float(slot_duration)
+        stop_dt_utc = start_dt_utc + timedelta(hours=duration)
+
+        is_valid = appointment_type._check_appointment_is_valid_slot(
+            staff_user=user,
+            resources=request.env['appointment.resource'],
+            asked_capacity=1,
+            timezone=str(tz),
+            start_dt=start_dt_utc,
+            duration=duration,
+            allday=False,
+        )
+        if not is_valid:
+            return request.redirect('/my/schedule/book?error=This+slot+is+no+longer+available.+Please+choose+another+time.')
+
+        address_parts = [p for p in [client_street, client_city, client_province, client_postal] if p]
+        location = ', '.join(address_parts)
+
+        description_lines = []
+        if client_name:
+            description_lines.append(f"Client: {client_name}")
+        if location:
+            description_lines.append(f"Address: {location}")
+        if notes:
+            description_lines.append(f"Notes: {notes}")
+        description = '\n'.join(description_lines)
+
+        event_name = f"{client_name} - {appointment_type.name}"
+
+        booking_line_values = [{
+            'appointment_user_id': user.id,
+            'capacity_reserved': 1,
+            'capacity_used': 1,
+        }]
+
+        try:
+            event_vals = appointment_type._prepare_calendar_event_values(
+                asked_capacity=1,
+                booking_line_values=booking_line_values,
+                description=description,
+                duration=duration,
+                allday=False,
+                appointment_invite=request.env['appointment.invite'],
+                guests=request.env['res.partner'],
+                name=event_name,
+                customer=user.partner_id,
+                staff_user=user,
+                start=start_dt_utc,
+                stop=stop_dt_utc,
+            )
+            event_vals['location'] = location
+            event = request.env['calendar.event'].sudo().create(event_vals)
+
+            _logger.info(
+                "Appointment booked: %s at %s (event ID: %s)",
+                event_name, start_dt_utc, event.id,
+            )
+        except Exception as e:
+            _logger.error("Failed to create appointment: %s", e)
+            return request.redirect('/my/schedule/book?error=Failed+to+create+appointment.+Please+try+again.')
+
+        return request.redirect('/my/schedule?success=Appointment+booked+successfully')

fusion_authorizer_portal/data/appointment_invite_data.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+    <!-- Auto-create a shareable booking link for staff members.
+         URL: /book/book-appointment
+         Filtered to appointment type "Assessment" and staff users configured on that type. -->
+
+    <record id="default_appointment_invite" model="appointment.invite">
+        <field name="short_code">book-appointment</field>
+        <field name="appointment_type_ids" eval="[(6, 0, [])]"/>
+    </record>
+
+</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/README.md

@@ -1,721 +0,0 @@
-# Fusion Authorizer & Sales Portal
-
-**Version:** 19.0.1.0.0  
-**License:** LGPL-3  
-**Category:** Sales/Portal  
-**Author:** Fusion Claims
-
-## Table of Contents
-
-1. [Overview](#overview)
-2. [Features](#features)
-3. [Installation](#installation)
-4. [Configuration](#configuration)
-5. [Models](#models)
-6. [Controllers & Routes](#controllers--routes)
-7. [Security](#security)
-8. [Frontend Assets](#frontend-assets)
-9. [Email Templates](#email-templates)
-10. [User Guide](#user-guide)
-11. [API Reference](#api-reference)
-12. [Troubleshooting](#troubleshooting)
-13. [Changelog](#changelog)
-
----
-
-## Overview
-
-The **Fusion Authorizer & Sales Portal** module extends Odoo's portal functionality to provide external access for two key user types:
-
-- **Authorizers (Occupational Therapists/OTs):** Healthcare professionals who authorize ADP (Assistive Devices Program) claims
-- **Sales Representatives:** Field sales staff who conduct client assessments and manage orders
-
-This module integrates with the `fusion_claims` module to provide a seamless workflow for ADP claims management, from initial client assessment through to order completion.
-
-### Target Platform
-- **Odoo Enterprise v19**
-- Requires: `base`, `sale`, `portal`, `website`, `mail`, `fusion_claims`
-
----
-
-## Features
-
-### Authorizer Portal
-- View all assigned ADP cases with full details (excluding internal costs)
-- Real-time search by client name, reference numbers, or claim number
-- Upload ADP application documents with revision tracking
-- Add comments/notes to cases
-- Download submitted ADP applications
-- Receive email notifications for new assignments and status changes
-
-### Sales Rep Portal
-- View sales cases linked to the logged-in user
-- Start and manage client assessments
-- Record detailed wheelchair specifications and measurements
-- Capture digital signatures for ADP pages 11 & 12
-- Track assessment progress through workflow states
-
-### Assessment System
-- Comprehensive client information collection
-- Wheelchair specifications (seat width, depth, height, cushion type, etc.)
-- Accessibility and mobility needs documentation
-- Touch-friendly digital signature capture
-- Automatic draft Sale Order creation upon completion
-- Document distribution to authorizers, sales reps, and internal records
-- Automated email notifications
-
----
-
-## Installation
-
-### Prerequisites
-1. Odoo Enterprise v19 installed and running
-2. The `fusion_claims` module installed and configured
-3. Portal module enabled
-4. Website module enabled
-5. Mail module configured with outgoing email server
-
-### Installation Steps
-
-1. **Copy the module** to your Odoo addons directory:
-   ```bash
-   cp -r fusion_authorizer_portal /path/to/odoo/custom-addons/
-   ```
-
-2. **Update the apps list** in Odoo:
-   - Go to Apps menu
-   - Click "Update Apps List"
-   - Search for "Fusion Authorizer"
-
-3. **Install the module**:
-   - Click Install on "Fusion Authorizer & Sales Portal"
-   - Wait for installation to complete
-
-4. **Restart Odoo** (recommended):
-   ```bash
-   docker restart odoo-app  # For Docker installations
-   # OR
-   sudo systemctl restart odoo    # For systemd installations
-   ```
-
----
-
-## Configuration
-
-### Granting Portal Access to Users
-
-1. Navigate to **Contacts** in Odoo backend
-2. Open the contact record for the authorizer or sales rep
-3. Go to the **Portal Access** tab
-4. Check the appropriate role:
-   - `Is Authorizer` - For Occupational Therapists
-   - `Is Sales Rep (Portal)` - For Sales Representatives
-5. Click the **Grant Portal Access** button
-6. An invitation email will be sent to the contact's email address
-
-### Setting Up Authorizers on Sales Orders
-
-1. Open a Sales Order
-2. In the order details, set the **Authorizer** field (`x_fc_authorizer_id`)
-3. The authorizer will receive an email notification about the assignment
-4. The case will appear in their portal dashboard
-
----
-
-## Models
-
-### New Models
-
-#### `fusion.assessment`
-**Wheelchair Assessment Record**
-
-Captures comprehensive client assessment data including:
-
-| Field Group | Fields |
-|-------------|--------|
-| **Client Info** | `client_name`, `client_first_name`, `client_last_name`, `client_street`, `client_city`, `client_state`, `client_postal_code`, `client_country_id`, `client_phone`, `client_mobile`, `client_email`, `client_dob`, `client_health_card`, `client_reference_1`, `client_reference_2` |
-| **Participants** | `sales_rep_id` (res.users), `authorizer_id` (res.partner) |
-| **Assessment Details** | `assessment_date`, `assessment_location`, `assessment_location_notes` |
-| **Measurements** | `seat_width`, `seat_depth`, `seat_to_floor_height`, `back_height`, `armrest_height`, `footrest_length`, `overall_width`, `overall_length`, `overall_height`, `seat_angle`, `back_angle`, `client_weight`, `client_height` |
-| **Product Types** | `cushion_type`, `cushion_notes`, `backrest_type`, `backrest_notes`, `frame_type`, `frame_notes`, `wheel_type`, `wheel_notes` |
-| **Needs** | `mobility_notes`, `accessibility_notes`, `special_requirements`, `diagnosis` |
-| **Signatures** | `signature_page_11`, `signature_page_11_name`, `signature_page_11_date`, `signature_page_12`, `signature_page_12_name`, `signature_page_12_date` |
-| **Status** | `state` (draft, pending_signature, completed, cancelled) |
-| **References** | `reference` (auto-generated ASM-XXXXX), `sale_order_id`, `partner_id` |
-
-**Key Methods:**
-- `action_complete()` - Completes assessment, creates draft Sale Order, sends notifications
-- `_ensure_partner()` - Creates or links res.partner for the client
-- `_create_draft_sale_order()` - Generates Sale Order with specifications
-- `_generate_signed_documents()` - Creates document records for signatures
-- `_send_completion_notifications()` - Sends emails to authorizer and client
-
----
-
-#### `fusion.adp.document`
-**ADP Document Management with Revision Tracking**
-
-| Field | Type | Description |
-|-------|------|-------------|
-| `sale_order_id` | Many2one | Link to Sale Order |
-| `assessment_id` | Many2one | Link to Assessment |
-| `document_type` | Selection | full_application, page_11, page_12, pages_11_12, final_submission, other |
-| `file` | Binary | Document file content |
-| `filename` | Char | Original filename |
-| `file_size` | Integer | File size in bytes |
-| `mimetype` | Char | MIME type |
-| `revision` | Integer | Revision number (auto-incremented) |
-| `revision_note` | Text | Notes about this revision |
-| `is_current` | Boolean | Whether this is the current version |
-| `uploaded_by` | Many2one | User who uploaded |
-| `upload_date` | Datetime | Upload timestamp |
-| `source` | Selection | portal, internal, assessment |
-
-**Key Methods:**
-- `action_download()` - Download the document
-- `get_documents_for_order()` - Get all documents for a sale order
-- `get_revision_history()` - Get all revisions of a document type
-
----
-
-#### `fusion.authorizer.comment`
-**Portal Comments System**
-
-| Field | Type | Description |
-|-------|------|-------------|
-| `sale_order_id` | Many2one | Link to Sale Order |
-| `assessment_id` | Many2one | Link to Assessment |
-| `author_id` | Many2one | res.partner who authored |
-| `author_user_id` | Many2one | res.users who authored |
-| `comment` | Text | Comment content |
-| `comment_type` | Selection | general, question, update, approval |
-| `is_internal` | Boolean | Internal-only comment |
-
----
-
-### Extended Models
-
-#### `res.partner` (Extended)
-
-| New Field | Type | Description |
-|-----------|------|-------------|
-| `is_authorizer` | Boolean | Partner is an Authorizer/OT |
-| `is_sales_rep_portal` | Boolean | Partner is a Sales Rep with portal access |
-| `authorizer_portal_user_id` | Many2one | Linked portal user account |
-| `assigned_case_count` | Integer | Computed count of assigned cases |
-| `assessment_count` | Integer | Computed count of assessments |
-
-**New Methods:**
-- `action_grant_portal_access()` - Creates portal user and sends invitation
-- `action_view_assigned_cases()` - Opens list of assigned Sale Orders
-- `action_view_assessments()` - Opens list of assessments
-
----
-
-#### `sale.order` (Extended)
-
-| New Field | Type | Description |
-|-----------|------|-------------|
-| `portal_comment_ids` | One2many | Comments from portal users |
-| `portal_comment_count` | Integer | Computed comment count |
-| `portal_document_ids` | One2many | Documents uploaded via portal |
-| `portal_document_count` | Integer | Computed document count |
-| `assessment_id` | Many2one | Source assessment that created this order |
-| `portal_authorizer_id` | Many2one | Authorizer reference (computed from x_fc_authorizer_id) |
-
-**New Methods:**
-- `_send_authorizer_assignment_notification()` - Email on authorizer assignment
-- `_send_status_change_notification()` - Email on status change
-- `get_portal_display_data()` - Safe data for portal display (excludes costs)
-- `get_authorizer_portal_cases()` - Search cases for authorizer portal
-- `get_sales_rep_portal_cases()` - Search cases for sales rep portal
-
----
-
-## Controllers & Routes
-
-### Authorizer Portal Routes
-
-| Route | Method | Auth | Description |
-|-------|--------|------|-------------|
-| `/my/authorizer` | GET | user | Authorizer dashboard |
-| `/my/authorizer/cases` | GET | user | List of assigned cases |
-| `/my/authorizer/cases/search` | POST | user | AJAX search (jsonrpc) |
-| `/my/authorizer/case/<id>` | GET | user | Case detail view |
-| `/my/authorizer/case/<id>/comment` | POST | user | Add comment to case |
-| `/my/authorizer/case/<id>/upload` | POST | user | Upload document |
-| `/my/authorizer/document/<id>/download` | GET | user | Download document |
-
-### Sales Rep Portal Routes
-
-| Route | Method | Auth | Description |
-|-------|--------|------|-------------|
-| `/my/sales` | GET | user | Sales rep dashboard |
-| `/my/sales/cases` | GET | user | List of sales cases |
-| `/my/sales/cases/search` | POST | user | AJAX search (jsonrpc) |
-| `/my/sales/case/<id>` | GET | user | Case detail view |
-
-### Assessment Routes
-
-| Route | Method | Auth | Description |
-|-------|--------|------|-------------|
-| `/my/assessments` | GET | user | List of assessments |
-| `/my/assessment/new` | GET | user | New assessment form |
-| `/my/assessment/<id>` | GET | user | View/edit assessment |
-| `/my/assessment/save` | POST | user | Save assessment data |
-| `/my/assessment/<id>/signatures` | GET | user | Signature capture page |
-| `/my/assessment/<id>/save_signature` | POST | user | Save signature (jsonrpc) |
-| `/my/assessment/<id>/complete` | POST | user | Complete assessment |
-
----
-
-## Security
-
-### Security Groups
-
-| Group | XML ID | Description |
-|-------|--------|-------------|
-| Authorizer Portal | `group_authorizer_portal` | Access to authorizer portal features |
-| Sales Rep Portal | `group_sales_rep_portal` | Access to sales rep portal features |
-
-### Record Rules
-
-| Model | Rule | Description |
-|-------|------|-------------|
-| `fusion.authorizer.comment` | Portal Read | Users can read non-internal comments on their cases |
-| `fusion.authorizer.comment` | Portal Create | Users can create comments on their cases |
-| `fusion.adp.document` | Portal Read | Users can read documents on their cases |
-| `fusion.adp.document` | Portal Create | Users can upload documents to their cases |
-| `fusion.assessment` | Portal Access | Users can access assessments they're linked to |
-| `sale.order` | Portal Authorizer | Authorizers can view their assigned orders |
-
-### Access Rights (ir.model.access.csv)
-
-| Model | Group | Read | Write | Create | Unlink |
-|-------|-------|------|-------|--------|--------|
-| `fusion.authorizer.comment` | base.group_user | 1 | 1 | 1 | 1 |
-| `fusion.authorizer.comment` | base.group_portal | 1 | 0 | 1 | 0 |
-| `fusion.adp.document` | base.group_user | 1 | 1 | 1 | 1 |
-| `fusion.adp.document` | base.group_portal | 1 | 0 | 1 | 0 |
-| `fusion.assessment` | base.group_user | 1 | 1 | 1 | 1 |
-| `fusion.assessment` | base.group_portal | 1 | 1 | 1 | 0 |
-
----
-
-## Frontend Assets
-
-### CSS (`static/src/css/portal_style.css`)
-
-Custom portal styling with a dark blue and green color scheme:
-
-- **Primary Color:** Dark blue (#1e3a5f)
-- **Secondary Color:** Medium blue (#2c5282)
-- **Accent Color:** Green (#38a169)
-- **Background:** Light gray (#f7fafc)
-
-Styled components:
-- Portal cards with shadow effects
-- Status badges with color coding
-- Custom buttons with hover effects
-- Responsive tables
-- Form inputs with focus states
-
-### JavaScript
-
-#### `portal_search.js`
-Real-time search functionality:
-- Debounced input handling (300ms delay)
-- AJAX calls to search endpoints
-- Dynamic table updates
-- Search result highlighting
-
-#### `assessment_form.js`
-Assessment form enhancements:
-- Unsaved changes warning
-- Auto-fill client name from first/last name
-- Number input validation
-- Form state tracking
-
-#### `signature_pad.js`
-Digital signature capture:
-- HTML5 Canvas-based drawing
-- Touch and mouse event support
-- Clear signature functionality
-- Export to base64 PNG
-- AJAX save to server
-
----
-
-## Email Templates
-
-### Case Assignment (`mail_template_case_assigned`)
-**Trigger:** Authorizer assigned to a Sale Order  
-**Recipient:** Authorizer email  
-**Content:** Case details, client information, link to portal
-
-### Status Change (`mail_template_status_changed`)
-**Trigger:** Sale Order state changes  
-**Recipient:** Assigned authorizer  
-**Content:** Previous and new status, case details
-
-### Assessment Complete - Authorizer (`mail_template_assessment_complete_authorizer`)
-**Trigger:** Assessment completed  
-**Recipient:** Assigned authorizer  
-**Content:** Assessment details, measurements, signed documents
-
-### Assessment Complete - Client (`mail_template_assessment_complete_client`)
-**Trigger:** Assessment completed  
-**Recipient:** Client email  
-**Content:** Confirmation, next steps, measurements summary
-
-### Document Uploaded (`mail_template_document_uploaded`)
-**Trigger:** Document uploaded via portal  
-**Recipient:** Internal team  
-**Content:** Document details, revision info, download link
-
----
-
-## User Guide
-
-### For Administrators
-
-#### Granting Portal Access
-
-1. Go to **Contacts** > Select the contact
-2. Navigate to the **Portal Access** tab
-3. Enable the appropriate role:
-   - Check `Is Authorizer` for OTs/Therapists
-   - Check `Is Sales Rep (Portal)` for Sales Reps
-4. Click **Grant Portal Access**
-5. The user receives an email with login instructions
-
-#### Assigning Cases to Authorizers
-
-1. Open a **Sale Order**
-2. Set the **Authorizer** field to the appropriate contact
-3. Save the order
-4. The authorizer receives a notification email
-5. The case appears in their portal dashboard
-
----
-
-### For Authorizers
-
-#### Accessing the Portal
-
-1. Visit `https://your-domain.com/my`
-2. Log in with your portal credentials
-3. Click **Authorizer Portal** in the menu
-
-#### Viewing Cases
-
-1. From the dashboard, view recent cases and statistics
-2. Click **View All Cases** or **My Cases** for the full list
-3. Use the search bar to find specific cases by:
-   - Client name
-   - Client reference 1 or 2
-   - Claim number
-
-#### Adding Comments
-
-1. Open a case detail view
-2. Scroll to the Comments section
-3. Enter your comment
-4. Select comment type (General, Question, Update, Approval)
-5. Click **Add Comment**
-
-#### Uploading Documents
-
-1. Open a case detail view
-2. Go to the Documents section
-3. Click **Upload Document**
-4. Select document type (Full Application, Page 11, Page 12, etc.)
-5. Choose the file and add revision notes
-6. Click **Upload**
-
----
-
-### For Sales Representatives
-
-#### Starting a New Assessment
-
-1. Log in to the portal
-2. Click **New Assessment**
-3. Fill in client information:
-   - Name, address, contact details
-   - Client references
-4. Record wheelchair specifications:
-   - Measurements (seat width, depth, height)
-   - Product types (cushion, backrest, frame, wheels)
-5. Document accessibility and mobility needs
-6. Click **Save & Continue**
-
-#### Capturing Signatures
-
-1. After saving assessment data, click **Proceed to Signatures**
-2. **Page 11 (Authorizer):**
-   - Have the OT sign on the canvas
-   - Enter their printed name
-   - Click **Save Signature**
-3. **Page 12 (Client):**
-   - Have the client sign on the canvas
-   - Enter their printed name
-   - Click **Save Signature**
-
-#### Completing the Assessment
-
-1. Once both signatures are captured, click **Complete Assessment**
-2. The system will:
-   - Create a new customer record (if needed)
-   - Generate a draft Sale Order
-   - Attach signed documents
-   - Send notification emails
-3. The assessment moves to "Completed" status
-
----
-
-## API Reference
-
-### Assessment Model Methods
-
-```python
-# Complete an assessment and create Sale Order
-assessment.action_complete()
-
-# Get formatted specifications for order notes
-specs = assessment._format_specifications_for_order()
-
-# Ensure partner exists or create new
-partner = assessment._ensure_partner()
-```
-
-### Sale Order Portal Methods
-
-```python
-# Get safe data for portal display (no costs)
-data = order.get_portal_display_data()
-
-# Search cases for authorizer
-cases = SaleOrder.get_authorizer_portal_cases(
-    partner_id=123,
-    search_query='Smith',
-    limit=50,
-    offset=0
-)
-
-# Search cases for sales rep
-cases = SaleOrder.get_sales_rep_portal_cases(
-    user_id=456,
-    search_query='wheelchair',
-    limit=50,
-    offset=0
-)
-```
-
-### Partner Methods
-
-```python
-# Grant portal access programmatically
-partner.action_grant_portal_access()
-
-# Check if partner is an authorizer
-if partner.is_authorizer:
-    cases = partner.assigned_case_count
-```
-
-### Document Methods
-
-```python
-# Get all documents for an order
-docs = ADPDocument.get_documents_for_order(sale_order_id)
-
-# Get revision history
-history = document.get_revision_history()
-```
-
----
-
-## Troubleshooting
-
-### Common Errors
-
-#### Error: `Invalid field 'in_portal' in 'portal.wizard.user'`
-
-**Cause:** Odoo 19 changed the portal wizard API, removing the `in_portal` field.
-
-**Solution:** The `action_grant_portal_access` method has been updated to:
-1. First attempt using the standard portal wizard
-2. If that fails, fall back to direct user creation with portal group assignment
-
-```python
-# The fallback code creates the user directly:
-portal_group = self.env.ref('base.group_portal')
-portal_user = self.env['res.users'].sudo().create({
-    'name': self.name,
-    'login': self.email,
-    'email': self.email,
-    'partner_id': self.id,
-    'groups_id': [(6, 0, [portal_group.id])],
-})
-```
-
----
-
-#### Error: `Invalid view type: 'tree'`
-
-**Cause:** Odoo 19 renamed `<tree>` views to `<list>`.
-
-**Solution:** Replace all `<tree>` tags with `<list>` in XML view definitions:
-```xml
-<!-- Old (Odoo 18 and earlier) -->
-<tree>...</tree>
-
-<!-- New (Odoo 19) -->
-<list>...</list>
-```
-
----
-
-#### Error: `Invalid field 'category_id' in 'res.groups'`
-
-**Cause:** Odoo 19 no longer supports `category_id` in `res.groups` XML definitions.
-
-**Solution:** Remove the `<field name="category_id">` element from security group definitions:
-```xml
-<!-- Remove this line -->
-<field name="category_id" ref="base.module_category_sales"/>
-```
-
----
-
-#### Error: `DeprecationWarning: @route(type='json') is deprecated`
-
-**Cause:** Odoo 19 uses `type='jsonrpc'` instead of `type='json'`.
-
-**Solution:** Update route decorators:
-```python
-# Old
-@http.route('/my/endpoint', type='json', auth='user')
-
-# New
-@http.route('/my/endpoint', type='jsonrpc', auth='user')
-```
-
----
-
-### Portal Access Issues
-
-#### User can't see cases in portal
-
-1. Verify the partner has `is_authorizer` or `is_sales_rep_portal` checked
-2. Verify the `authorizer_portal_user_id` is set
-3. For authorizers, verify the Sale Order has `x_fc_authorizer_id` set to their partner ID
-4. For sales reps, verify the Sale Order has `user_id` set to their user ID
-
-#### Email notifications not sending
-
-1. Check that the outgoing mail server is configured in Odoo
-2. Verify the email templates exist and are active
-3. Check the mail queue (Settings > Technical > Email > Emails)
-4. Review the Odoo logs for mail errors
-
----
-
-### Debug Logging
-
-Enable debug logging for this module:
-
-```python
-import logging
-_logger = logging.getLogger('fusion_authorizer_portal')
-_logger.setLevel(logging.DEBUG)
-```
-
-Or in Odoo configuration:
-```ini
-[options]
-log_handler = fusion_authorizer_portal:DEBUG
-```
-
----
-
-## Changelog
-
-### Version 19.0.1.0.0 (Initial Release)
-
-**New Features:**
-- Authorizer Portal with case management
-- Sales Rep Portal with assessment forms
-- Wheelchair Assessment model with 50+ fields
-- Digital signature capture (Pages 11 & 12)
-- Document management with revision tracking
-- Real-time search functionality
-- Email notifications for key events
-- Portal access management from partner form
-
-**Technical:**
-- Compatible with Odoo Enterprise v19
-- Integrates with fusion_claims module
-- Mobile-responsive portal design
-- Touch-friendly signature pad
-- AJAX-powered search
-
-**Bug Fixes:**
-- Fixed `in_portal` field error in Odoo 19 portal wizard
-- Fixed `tree` to `list` view type for Odoo 19
-- Fixed `category_id` error in security groups
-- Fixed `type='json'` deprecation warning
-
----
-
-## File Structure
-
-```
-fusion_authorizer_portal/
-├── __init__.py
-├── __manifest__.py
-├── README.md
-├── controllers/
-│   ├── __init__.py
-│   ├── portal_main.py          # Authorizer & Sales Rep portal routes
-│   └── portal_assessment.py    # Assessment routes
-├── data/
-│   ├── mail_template_data.xml  # Email templates & sequences
-│   └── portal_menu_data.xml    # Portal menu items
-├── models/
-│   ├── __init__.py
-│   ├── adp_document.py         # Document management model
-│   ├── assessment.py           # Assessment model
-│   ├── authorizer_comment.py   # Comments model
-│   ├── res_partner.py          # Partner extensions
-│   └── sale_order.py           # Sale Order extensions
-├── security/
-│   ├── ir.model.access.csv     # Access rights
-│   └── portal_security.xml     # Groups & record rules
-├── static/
-│   └── src/
-│       ├── css/
-│       │   └── portal_style.css    # Portal styling
-│       └── js/
-│           ├── assessment_form.js  # Form enhancements
-│           ├── portal_search.js    # Real-time search
-│           └── signature_pad.js    # Signature capture
-└── views/
-    ├── assessment_views.xml    # Assessment backend views
-    ├── portal_templates.xml    # Portal QWeb templates
-    ├── res_partner_views.xml   # Partner form extensions
-    └── sale_order_views.xml    # Sale Order extensions
-```
-
----
-
-## Support
-
-For support or feature requests, contact:
-
-- **Email:** support@fusionclaims.com
-- **Website:** https://fusionclaims.com
-
----
-
-*Last Updated: January 2026*

fusion_authorizer_portal/fusion_authorizer_portal/__manifest__.py

@@ -1,100 +0,0 @@
-# -*- coding: utf-8 -*-
-{
-    'name': 'Fusion Authorizer & Sales Portal',
-    'version': '19.0.2.0.9',
-    'category': 'Sales/Portal',
-    'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms',
-    'description': """
-Fusion Authorizer & Sales Rep Portal
-=====================================
-
-This module provides external portal access for:
-
-**Authorizers (Occupational Therapists)**
-- View assigned ADP cases
-- Upload documents (ADP applications, signed pages)
-- Add comments to cases
-- Complete assessments with clients
-- Capture digital signatures for ADP pages 11 & 12
-
-**Sales Representatives**
-- View their sales cases
-- Start new client assessments
-- Record wheelchair specifications and measurements
-- Capture client signatures
-- Track assessment progress
-
-**Assessment System**
-- Client information collection
-- Wheelchair specifications (seat width, depth, height, etc.)
-- Accessibility and mobility needs documentation
-- Digital signature capture for ADP pages 11 & 12
-- Automatic draft Sale Order creation
-- Document distribution to all parties
-- Automated email notifications
-
-**Features**
-- Real-time client search
-- Document version tracking
-- Mobile-friendly signature capture
-- Email notifications for status changes
-- Secure portal access with role-based permissions
-    """,
-    'author': 'Fusion Claims',
-    'website': 'https://fusionclaims.com',
-    'license': 'LGPL-3',
-    'depends': [
-        'base',
-        'sale',
-        'portal',
-        'website',
-        'mail',
-        'calendar',
-        'knowledge',
-        'fusion_claims',
-    ],
-    'data': [
-        # Security
-        'security/portal_security.xml',
-        'security/ir.model.access.csv',
-        # Data
-        'data/mail_template_data.xml',
-        'data/portal_menu_data.xml',
-        'data/ir_actions_server_data.xml',
-        'data/welcome_articles.xml',
-        # Views
-        'views/res_partner_views.xml',
-        'views/sale_order_views.xml',
-        'views/assessment_views.xml',
-        'views/pdf_template_views.xml',
-        # Portal Templates
-        'views/portal_templates.xml',
-        'views/portal_assessment_express.xml',
-        'views/portal_pdf_editor.xml',
-        'views/portal_accessibility_templates.xml',
-        'views/portal_accessibility_forms.xml',
-        'views/portal_technician_templates.xml',
-        'views/portal_book_assessment.xml',
-    ],
-    'assets': {
-        'web.assets_backend': [
-            'fusion_authorizer_portal/static/src/xml/chatter_message_authorizer.xml',
-            'fusion_authorizer_portal/static/src/js/chatter_message_authorizer.js',
-        ],
-        'web.assets_frontend': [
-            'fusion_authorizer_portal/static/src/css/portal_style.css',
-            'fusion_authorizer_portal/static/src/css/technician_portal.css',
-            'fusion_authorizer_portal/static/src/js/portal_search.js',
-            'fusion_authorizer_portal/static/src/js/assessment_form.js',
-            'fusion_authorizer_portal/static/src/js/signature_pad.js',
-            'fusion_authorizer_portal/static/src/js/loaner_portal.js',
-            'fusion_authorizer_portal/static/src/js/pdf_field_editor.js',
-            'fusion_authorizer_portal/static/src/js/technician_push.js',
-            'fusion_authorizer_portal/static/src/js/technician_location.js',
-        ],
-    },
-    'images': ['static/description/icon.png'],
-    'installable': True,
-    'application': False,
-    'auto_install': False,
-}

fusion_authorizer_portal/fusion_authorizer_portal/controllers/__init__.py

@@ -1,5 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from . import portal_main
-from . import portal_assessment
-from . import pdf_editor

fusion_authorizer_portal/fusion_authorizer_portal/controllers/pdf_editor.py

@@ -1,218 +0,0 @@
-# -*- coding: utf-8 -*-
-# Fusion PDF Field Editor Controller
-# Provides routes for the visual drag-and-drop field position editor
-
-import base64
-import json
-import logging
-
-from odoo import http
-from odoo.http import request
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionPdfEditorController(http.Controller):
-    """Controller for the PDF field position visual editor."""
-
-    # ================================================================
-    # Editor Page
-    # ================================================================
-
-    @http.route('/fusion/pdf-editor/<int:template_id>', type='http', auth='user', website=True)
-    def pdf_field_editor(self, template_id, **kw):
-        """Render the visual field editor for a PDF template."""
-        template = request.env['fusion.pdf.template'].browse(template_id)
-        if not template.exists():
-            return request.redirect('/web')
-
-        # Get preview image for page 1
-        preview_url = ''
-        preview = template.preview_ids.filtered(lambda p: p.page == 1)
-        if preview and preview[0].image:
-            preview_url = f'/web/image/fusion.pdf.template.preview/{preview[0].id}/image'
-
-        fields = template.field_ids.read([
-            'name', 'label', 'page', 'pos_x', 'pos_y', 'width', 'height',
-            'field_type', 'font_size', 'font_name', 'field_key', 'default_value', 'is_active',
-            'text_align',
-        ])
-
-        return request.render('fusion_authorizer_portal.portal_pdf_field_editor', {
-            'template': template,
-            'fields': fields,
-            'preview_url': preview_url,
-        })
-
-    # ================================================================
-    # JSONRPC: Get fields for template
-    # ================================================================
-
-    @http.route('/fusion/pdf-editor/fields', type='json', auth='user')
-    def get_fields(self, template_id, **kw):
-        """Return all fields for a template."""
-        template = request.env['fusion.pdf.template'].browse(template_id)
-        if not template.exists():
-            return []
-        return template.field_ids.read([
-            'name', 'label', 'page', 'pos_x', 'pos_y', 'width', 'height',
-            'field_type', 'font_size', 'font_name', 'field_key', 'default_value', 'is_active',
-            'text_align',
-        ])
-
-    # ================================================================
-    # JSONRPC: Update field position/properties
-    # ================================================================
-
-    @http.route('/fusion/pdf-editor/update-field', type='json', auth='user')
-    def update_field(self, field_id, values, **kw):
-        """Update a field's position or properties."""
-        field = request.env['fusion.pdf.template.field'].browse(field_id)
-        if not field.exists():
-            return {'error': 'Field not found'}
-
-        # Filter to allowed fields only
-        allowed = {
-            'name', 'label', 'page', 'pos_x', 'pos_y', 'width', 'height',
-            'field_type', 'font_size', 'font_name', 'field_key', 'default_value', 'is_active',
-            'text_align',
-        }
-        safe_values = {k: v for k, v in values.items() if k in allowed}
-        if safe_values:
-            field.write(safe_values)
-        return {'success': True}
-
-    # ================================================================
-    # JSONRPC: Create new field
-    # ================================================================
-
-    @http.route('/fusion/pdf-editor/create-field', type='json', auth='user')
-    def create_field(self, **kw):
-        """Create a new field on a template."""
-        template_id = kw.get('template_id')
-        if not template_id:
-            return {'error': 'Missing template_id'}
-
-        vals = {
-            'template_id': int(template_id),
-            'name': kw.get('name', 'new_field'),
-            'label': kw.get('label', 'New Field'),
-            'field_type': kw.get('field_type', 'text'),
-            'field_key': kw.get('field_key', kw.get('name', '')),
-            'page': int(kw.get('page', 1)),
-            'pos_x': float(kw.get('pos_x', 0.3)),
-            'pos_y': float(kw.get('pos_y', 0.3)),
-            'width': float(kw.get('width', 0.150)),
-            'height': float(kw.get('height', 0.015)),
-            'font_size': float(kw.get('font_size', 10)),
-        }
-
-        field = request.env['fusion.pdf.template.field'].create(vals)
-        return {'id': field.id, 'success': True}
-
-    # ================================================================
-    # JSONRPC: Delete field
-    # ================================================================
-
-    @http.route('/fusion/pdf-editor/delete-field', type='json', auth='user')
-    def delete_field(self, field_id, **kw):
-        """Delete a field from a template."""
-        field = request.env['fusion.pdf.template.field'].browse(field_id)
-        if field.exists():
-            field.unlink()
-        return {'success': True}
-
-    # ================================================================
-    # JSONRPC: Get page preview image URL
-    # ================================================================
-
-    @http.route('/fusion/pdf-editor/page-image', type='json', auth='user')
-    def get_page_image(self, template_id, page, **kw):
-        """Return the preview image URL for a specific page."""
-        template = request.env['fusion.pdf.template'].browse(template_id)
-        if not template.exists():
-            return {'image_url': ''}
-
-        preview = template.preview_ids.filtered(lambda p: p.page == page)
-        if preview and preview[0].image:
-            return {'image_url': f'/web/image/fusion.pdf.template.preview/{preview[0].id}/image'}
-        return {'image_url': ''}
-
-    # ================================================================
-    # Upload page preview image (from editor)
-    # ================================================================
-
-    @http.route('/fusion/pdf-editor/upload-preview', type='http', auth='user',
-                methods=['POST'], csrf=True, website=True)
-    def upload_preview_image(self, **kw):
-        """Upload a preview image for a template page directly from the editor."""
-        template_id = int(kw.get('template_id', 0))
-        page = int(kw.get('page', 1))
-        template = request.env['fusion.pdf.template'].browse(template_id)
-        if not template.exists():
-            return json.dumps({'error': 'Template not found'})
-
-        image_file = request.httprequest.files.get('preview_image')
-        if not image_file:
-            return json.dumps({'error': 'No image uploaded'})
-
-        image_data = base64.b64encode(image_file.read())
-
-        # Find or create preview for this page
-        preview = template.preview_ids.filtered(lambda p: p.page == page)
-        if preview:
-            preview[0].write({'image': image_data, 'image_filename': image_file.filename})
-        else:
-            request.env['fusion.pdf.template.preview'].create({
-                'template_id': template_id,
-                'page': page,
-                'image': image_data,
-                'image_filename': image_file.filename,
-            })
-
-        _logger.info("Uploaded preview image for template %s page %d", template.name, page)
-        return request.redirect(f'/fusion/pdf-editor/{template_id}')
-
-    # ================================================================
-    # Preview: Generate sample filled PDF
-    # ================================================================
-
-    @http.route('/fusion/pdf-editor/preview/<int:template_id>', type='http', auth='user')
-    def preview_pdf(self, template_id, **kw):
-        """Generate a preview filled PDF with sample data."""
-        template = request.env['fusion.pdf.template'].browse(template_id)
-        if not template.exists() or not template.pdf_file:
-            return request.redirect('/web')
-
-        # Build sample data for preview
-        sample_context = {
-            'client_last_name': 'Smith',
-            'client_first_name': 'John',
-            'client_middle_name': 'A',
-            'client_health_card': '1234-567-890',
-            'client_health_card_version': 'AB',
-            'client_street': '123 Main Street',
-            'client_unit': 'Unit 4B',
-            'client_city': 'Toronto',
-            'client_state': 'Ontario',
-            'client_postal_code': 'M5V 2T6',
-            'client_phone': '(416) 555-0123',
-            'client_email': 'john.smith@example.com',
-            'client_weight': '185',
-            'consent_applicant': True,
-            'consent_agent': False,
-            'consent_date': '2026-02-08',
-            'agent_last_name': '',
-            'agent_first_name': '',
-        }
-
-        try:
-            pdf_bytes = template.generate_filled_pdf(sample_context)
-            headers = [
-                ('Content-Type', 'application/pdf'),
-                ('Content-Disposition', f'inline; filename="preview_{template.name}.pdf"'),
-            ]
-            return request.make_response(pdf_bytes, headers=headers)
-        except Exception as e:
-            _logger.error("PDF preview generation failed: %s", e)
-            return request.redirect(f'/fusion/pdf-editor/{template_id}?error=preview_failed')

fusion_authorizer_portal/fusion_authorizer_portal/data/ir_actions_server_data.xml

@@ -1,42 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-
-    <!-- ==================== BATCH SERVER ACTIONS FOR RES.PARTNER ==================== -->
-
-    <!-- Mark as Authorizer - Batch Action (Gear Menu) -->
-    <record id="action_mark_as_authorizer" model="ir.actions.server">
-        <field name="name">Mark as Authorizer</field>
-        <field name="model_id" ref="base.model_res_partner"/>
-        <field name="binding_model_id" ref="base.model_res_partner"/>
-        <field name="binding_view_types">list</field>
-        <field name="state">code</field>
-        <field name="code">
-action = records.action_mark_as_authorizer()
-        </field>
-    </record>
-
-    <!-- Send Portal Invitation - Batch Action (Gear Menu) -->
-    <record id="action_batch_send_invitation" model="ir.actions.server">
-        <field name="name">Send Portal Invitation</field>
-        <field name="model_id" ref="base.model_res_partner"/>
-        <field name="binding_model_id" ref="base.model_res_partner"/>
-        <field name="binding_view_types">list</field>
-        <field name="state">code</field>
-        <field name="code">
-action = records.action_batch_send_portal_invitation()
-        </field>
-    </record>
-
-    <!-- Mark as Authorizer & Send Invitation (Combined) - Batch Action (Gear Menu) -->
-    <record id="action_mark_and_invite" model="ir.actions.server">
-        <field name="name">Mark as Authorizer &amp; Send Invitation</field>
-        <field name="model_id" ref="base.model_res_partner"/>
-        <field name="binding_model_id" ref="base.model_res_partner"/>
-        <field name="binding_view_types">list</field>
-        <field name="state">code</field>
-        <field name="code">
-action = records.action_mark_and_send_invitation()
-        </field>
-    </record>
-
-</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/data/mail_template_data.xml

@@ -1,172 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-
-    <!-- Sequence for Assessment Reference - noupdate=1 prevents reset on module upgrade -->
-    <data noupdate="1">
-        <record id="seq_fusion_assessment" model="ir.sequence">
-            <field name="name">Assessment Sequence</field>
-            <field name="code">fusion.assessment</field>
-            <field name="prefix">ASM-</field>
-            <field name="padding">5</field>
-            <field name="number_next">1</field>
-            <field name="number_increment">1</field>
-        </record>
-        
-        <!-- Sequence for Accessibility Assessment Reference -->
-        <record id="seq_fusion_accessibility_assessment" model="ir.sequence">
-            <field name="name">Accessibility Assessment Sequence</field>
-            <field name="code">fusion.accessibility.assessment</field>
-            <field name="prefix">ACC-</field>
-            <field name="padding">5</field>
-            <field name="number_next">1</field>
-            <field name="number_increment">1</field>
-        </record>
-    </data>
-
-    <!-- ================================================================= -->
-    <!-- Email Template: Case Assigned to Authorizer                       -->
-    <!-- ================================================================= -->
-    <record id="mail_template_case_assigned" model="mail.template">
-        <field name="name">Authorizer Portal: Case Assigned</field>
-        <field name="model_id" ref="sale.model_sale_order"/>
-        <field name="subject">New Case Assigned: {{ object.name }} - {{ object.partner_id.name }}</field>
-        <field name="email_from">{{ (object.company_id.email or object.user_id.email or 'noreply@example.com') }}</field>
-        <field name="email_to">{{ object.x_fc_authorizer_id.email }}</field>
-        <field name="body_html" type="html">
-<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
-    <div style="height:4px;background-color:#2B6CB0;"></div>
-    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
-        <p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;"><t t-out="object.company_id.name"/></p>
-        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">New Case Assigned</h2>
-        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">A new ADP case has been assigned to you.</p>
-        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
-            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Case Details</td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Case</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.name"/></td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Client</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.partner_id.name"/></td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.date_order" t-options='{"widget": "date"}'/></td></tr>
-        </table>
-        <p style="text-align:center;margin:28px 0;"><a href="/my/authorizer" style="display:inline-block;background:#2B6CB0;color:#ffffff;padding:12px 28px;text-decoration:none;border-radius:6px;font-size:14px;font-weight:600;">View in Portal</a></p>
-        <p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">Best regards,<br/><strong><t t-out="object.user_id.name or object.company_id.name"/></strong><br/><span style="color:#718096;"><t t-out="object.company_id.name"/></span></p>
-    </div>
-    <div style="padding:16px 28px;text-align:center;"><p style="color:#a0aec0;font-size:11px;margin:0;">This is an automated notification from <t t-out="object.company_id.name"/>.</p></div>
-</div>
-        </field>
-        <field name="auto_delete" eval="False"/>
-    </record>
-
-    <!-- Status Changed template removed - redundant.
-         Each workflow transition sends its own detailed email from fusion_claims.
-         Record kept to avoid XML ID reference errors on upgrade. -->
-    <record id="mail_template_status_changed" model="mail.template">
-        <field name="name">Authorizer Portal: Status Changed (Disabled)</field>
-        <field name="model_id" ref="sale.model_sale_order"/>
-        <field name="subject">Case Update: {{ object.name }}</field>
-        <field name="body_html" type="html"><p>This template is no longer in use.</p></field>
-        <field name="auto_delete" eval="True"/>
-    </record>
-
-    <!-- ================================================================= -->
-    <!-- Email Template: Assessment Complete - To Authorizer               -->
-    <!-- ================================================================= -->
-    <record id="mail_template_assessment_complete_authorizer" model="mail.template">
-        <field name="name">Assessment Complete - Authorizer Notification</field>
-        <field name="model_id" ref="model_fusion_assessment"/>
-        <field name="subject">Assessment Complete: {{ object.reference }} - {{ object.client_name }}</field>
-        <field name="email_from">{{ (object.sales_rep_id.company_id.email or 'noreply@example.com') }}</field>
-        <field name="email_to">{{ object.authorizer_id.email }}</field>
-        <field name="body_html" type="html">
-<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
-    <div style="height:4px;background-color:#38a169;"></div>
-    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
-        <p style="color:#38a169;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;"><t t-out="object.sales_rep_id.company_id.name or object.env.company.name"/></p>
-        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">Assessment Complete</h2>
-        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">The assessment for <strong style="color:#2d3748;"><t t-out="object.client_name"/></strong> has been completed and a sale order has been created.</p>
-        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
-            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Assessment Details</td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Reference</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.reference"/></td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Client</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.client_name"/></td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.assessment_date" t-options='{"widget": "date"}'/></td></tr>
-            <t t-if="object.sale_order_id">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Sale Order</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.sale_order_id.name"/></td></tr>
-            </t>
-        </table>
-        <div style="border-left:3px solid #38a169;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
-            <p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;"><strong>Next steps:</strong> Please submit the ADP application (including pages 11-12 signed by the client) so we can proceed with the claim submission.</p>
-        </div>
-        <p style="text-align:center;margin:28px 0;"><a href="/my/authorizer" style="display:inline-block;background:#38a169;color:#ffffff;padding:12px 28px;text-decoration:none;border-radius:6px;font-size:14px;font-weight:600;">View in Portal</a></p>
-        <p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">Best regards,<br/><strong><t t-out="object.sales_rep_id.name or 'The Team'"/></strong></p>
-    </div>
-    <div style="padding:16px 28px;text-align:center;"><p style="color:#a0aec0;font-size:11px;margin:0;">This is an automated notification from the ADP Claims Management System.</p></div>
-</div>
-        </field>
-        <field name="auto_delete" eval="False"/>
-    </record>
-
-    <!-- ================================================================= -->
-    <!-- Email Template: Assessment Complete - To Client                   -->
-    <!-- ================================================================= -->
-    <record id="mail_template_assessment_complete_client" model="mail.template">
-        <field name="name">Assessment Complete - Client Notification</field>
-        <field name="model_id" ref="model_fusion_assessment"/>
-        <field name="subject">Your Assessment is Complete - {{ object.reference }}</field>
-        <field name="email_from">{{ (object.sales_rep_id.company_id.email or 'noreply@example.com') }}</field>
-        <field name="email_to">{{ object.client_email }}</field>
-        <field name="body_html" type="html">
-<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
-    <div style="height:4px;background-color:#2B6CB0;"></div>
-    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
-        <p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;"><t t-out="object.sales_rep_id.company_id.name or object.env.company.name"/></p>
-        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">Assessment Complete</h2>
-        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">Dear <strong style="color:#2d3748;"><t t-out="object.client_name"/></strong>, thank you for completing your assessment with us.</p>
-        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
-            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Summary</td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Reference</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.reference"/></td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.assessment_date" t-options='{"widget": "date"}'/></td></tr>
-            <t t-if="object.authorizer_id">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Therapist</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.authorizer_id.name"/></td></tr>
-            </t>
-        </table>
-        <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
-            <p style="margin:0 0 8px 0;font-size:14px;color:#2d3748;font-weight:600;">What happens next:</p>
-            <ol style="margin:0;padding-left:20px;font-size:14px;line-height:1.6;color:#2d3748;">
-                <li>Your assessment will be reviewed by our team</li>
-                <li>We will submit the ADP application on your behalf</li>
-                <li>You will be notified once approval is received</li>
-                <li>Your equipment will be ordered and delivered</li>
-            </ol>
-        </div>
-        <p style="color:#2d3748;font-size:14px;line-height:1.5;">If you have any questions, please do not hesitate to contact us.</p>
-        <p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">Best regards,<br/><strong><t t-out="object.sales_rep_id.name or 'The Team'"/></strong></p>
-    </div>
-    <div style="padding:16px 28px;text-align:center;"><p style="color:#a0aec0;font-size:11px;margin:0;">This is an automated notification from the ADP Claims Management System.</p></div>
-</div>
-        </field>
-        <field name="auto_delete" eval="False"/>
-    </record>
-
-    <!-- ================================================================= -->
-    <!-- Email Template: Document Uploaded                                 -->
-    <!-- ================================================================= -->
-    <record id="mail_template_document_uploaded" model="mail.template">
-        <field name="name">Authorizer Portal: Document Uploaded</field>
-        <field name="model_id" ref="sale.model_sale_order"/>
-        <field name="subject">New Document Uploaded: {{ object.name }}</field>
-        <field name="email_from">{{ (object.company_id.email or 'noreply@example.com') }}</field>
-        <field name="email_to">{{ object.x_fc_authorizer_id.email }}</field>
-        <field name="body_html" type="html">
-<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
-    <div style="height:4px;background-color:#2B6CB0;"></div>
-    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
-        <p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;"><t t-out="object.company_id.name"/></p>
-        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">New Document Available</h2>
-        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">A new document has been uploaded for case <strong style="color:#2d3748;"><t t-out="object.name"/></strong> (<t t-out="object.partner_id.name"/>).</p>
-        <p style="text-align:center;margin:28px 0;"><a href="/my/authorizer" style="display:inline-block;background:#2B6CB0;color:#ffffff;padding:12px 28px;text-decoration:none;border-radius:6px;font-size:14px;font-weight:600;">View in Portal</a></p>
-        <p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">Best regards,<br/><strong><t t-out="object.company_id.name"/></strong></p>
-    </div>
-    <div style="padding:16px 28px;text-align:center;"><p style="color:#a0aec0;font-size:11px;margin:0;">This is an automated notification from <t t-out="object.company_id.name"/>.</p></div>
-</div>
-        </field>
-        <field name="auto_delete" eval="False"/>
-    </record>
-
-</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/data/portal_menu_data.xml

@@ -1,7 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-
-    <!-- This file can be used for portal menu customizations if needed -->
-    <!-- Currently, portal menus are handled by the templates -->
-
-</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/data/welcome_articles.xml

@@ -1,432 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-<data noupdate="1">
-
-    <!-- ================================================================== -->
-    <!-- AUTHORIZER WELCOME ARTICLE TEMPLATE                                -->
-    <!-- ================================================================== -->
-    <template id="welcome_article_authorizer">
-        <div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
-            <!-- Header -->
-            <div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
-                <h1 style="color: white; margin: 0; font-size: 28px;">Welcome to the Authorizer Portal</h1>
-                <p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
-                    <t t-out="company_name"/> - Assistive Devices Program
-                </p>
-            </div>
-
-            <p style="font-size: 15px; line-height: 1.7;">
-                Dear <strong><t t-out="user_name"/></strong>,
-            </p>
-            <p style="font-size: 15px; line-height: 1.7;">
-                Welcome to the <strong><t t-out="company_name"/></strong> Authorizer Portal.
-                This portal is designed to streamline the ADP (Assistive Devices Program) process
-                and keep you connected with your assigned cases.
-            </p>
-
-            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">What You Can Do</h2>
-            <table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; width: 40px; text-align: center; font-size: 20px;">1</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>View Assigned Cases</strong><br/>
-                        Access all ADP cases assigned to you with real-time status updates.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; text-align: center; font-size: 20px;">2</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Complete Assessments</strong><br/>
-                        Fill out assessments online with measurements, photos, and specifications.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; text-align: center; font-size: 20px;">3</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Track Application Status</strong><br/>
-                        Monitor the progress of ADP applications from submission to approval.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; text-align: center; font-size: 20px;">4</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Upload Documents</strong><br/>
-                        Upload ADP applications, signed pages 11 and 12, and supporting documentation.
-                    </td>
-                </tr>
-            </table>
-
-            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Getting Started</h2>
-            <ol style="font-size: 14px; line-height: 1.8;">
-                <li>Navigate to <strong>My Cases</strong> from the portal menu to see your assigned ADP cases.</li>
-                <li>Click on any case to view details, upload documents, or add comments.</li>
-                <li>To start a new assessment, go to <strong>Assessments</strong> and click <strong>New Assessment</strong>.</li>
-                <li>Complete the assessment form with all required measurements and photos.</li>
-            </ol>
-
-            <h2 style="color: #e53e3e; border-bottom: 2px solid #e53e3e; padding-bottom: 8px;">Important Reminders</h2>
-            <div style="background: #fff5f5; border-left: 4px solid #e53e3e; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
-                <ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
-                    <li><strong>Assessment Validity:</strong> Assessments are valid for 3 months from the completion date.</li>
-                    <li><strong>Application Submission:</strong> Please submit the ADP application promptly after the assessment is completed.</li>
-                    <li><strong>Page 11:</strong> Must be signed by the applicant (or authorized agent: spouse, parent, legal guardian, public trustee, or power of attorney).</li>
-                    <li><strong>Page 12:</strong> Must be signed by the authorizer and the vendor.</li>
-                </ul>
-            </div>
-
-            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Need Help?</h2>
-            <p style="font-size: 14px; line-height: 1.7;">
-                If you have any questions or need assistance, please contact our office:
-            </p>
-            <div style="background: #f0f4ff; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
-                <strong><t t-out="company_name"/></strong><br/>
-                Email: <t t-out="company_email"/><br/>
-                Phone: <t t-out="company_phone"/>
-            </div>
-        </div>
-    </template>
-
-    <!-- ================================================================== -->
-    <!-- SALES REP WELCOME ARTICLE TEMPLATE                                 -->
-    <!-- ================================================================== -->
-    <template id="welcome_article_sales_rep">
-        <div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
-            <!-- Header -->
-            <div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
-                <h1 style="color: white; margin: 0; font-size: 28px;">Welcome to the Sales Portal</h1>
-                <p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
-                    <t t-out="company_name"/> - Sales Dashboard
-                </p>
-            </div>
-
-            <p style="font-size: 15px; line-height: 1.7;">
-                Dear <strong><t t-out="user_name"/></strong>,
-            </p>
-            <p style="font-size: 15px; line-height: 1.7;">
-                Welcome to the <strong><t t-out="company_name"/></strong> Sales Portal.
-                This is your hub for managing sales orders, completing assessments, and tracking ADP cases.
-            </p>
-
-            <h2 style="color: #5ba848; border-bottom: 2px solid #5ba848; padding-bottom: 8px;">What You Can Do</h2>
-            <table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; width: 40px; text-align: center; font-size: 20px;">1</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Sales Dashboard</strong><br/>
-                        View all your sales orders, filter by status, sale type, and search by client name or order number.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">2</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Complete Assessments</strong><br/>
-                        Start ADP Express Assessments and Accessibility Assessments (stair lifts, platform lifts, ceiling lifts, ramps, bathroom modifications).
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">3</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Proof of Delivery</strong><br/>
-                        Get proof of delivery signed by clients directly from your phone or tablet.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">4</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Loaner Equipment</strong><br/>
-                        Track loaner equipment checkouts and returns.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">5</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Track ADP Cases</strong><br/>
-                        Monitor ADP application status from assessment through approval to billing.
-                    </td>
-                </tr>
-            </table>
-
-            <h2 style="color: #5ba848; border-bottom: 2px solid #5ba848; padding-bottom: 8px;">Getting Started</h2>
-            <ol style="font-size: 14px; line-height: 1.8;">
-                <li>Go to <strong>Sales Dashboard</strong> to see all your cases at a glance.</li>
-                <li>Use the <strong>search bar</strong> and <strong>filters</strong> to quickly find cases by client name, order number, sale type, or status.</li>
-                <li>Click on any case to view full details and take action.</li>
-                <li>To start a new assessment, go to <strong>Assessments</strong> and select the appropriate assessment type.</li>
-                <li>For deliveries, navigate to <strong>Signature Requests</strong> to collect proof of delivery signatures.</li>
-            </ol>
-
-            <h2 style="color: #ff9800; border-bottom: 2px solid #ff9800; padding-bottom: 8px;">Tips for Success</h2>
-            <div style="background: #fff8e1; border-left: 4px solid #ff9800; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
-                <ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
-                    <li>Take clear photos during assessments - they will be attached to the case automatically.</li>
-                    <li>Complete all required measurements before submitting an assessment.</li>
-                    <li>Follow up on cases in <strong>Waiting for Application</strong> status to keep the process moving.</li>
-                    <li>Always collect proof of delivery signatures at the time of delivery.</li>
-                </ul>
-            </div>
-
-            <h2 style="color: #5ba848; border-bottom: 2px solid #5ba848; padding-bottom: 8px;">Need Help?</h2>
-            <p style="font-size: 14px; line-height: 1.7;">
-                If you have any questions or need assistance, please contact the office:
-            </p>
-            <div style="background: #f0fff4; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
-                <strong><t t-out="company_name"/></strong><br/>
-                Email: <t t-out="company_email"/><br/>
-                Phone: <t t-out="company_phone"/>
-            </div>
-        </div>
-    </template>
-
-    <!-- ================================================================== -->
-    <!-- TECHNICIAN WELCOME ARTICLE TEMPLATE                                -->
-    <!-- ================================================================== -->
-    <template id="welcome_article_technician">
-        <div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
-            <!-- Header -->
-            <div style="background: linear-gradient(135deg, #3a8fb7 0%, #2e7aad 60%, #1a6b9a 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
-                <h1 style="color: white; margin: 0; font-size: 28px;">Welcome to the Technician Portal</h1>
-                <p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
-                    <t t-out="company_name"/> - Delivery and Service
-                </p>
-            </div>
-
-            <p style="font-size: 15px; line-height: 1.7;">
-                Dear <strong><t t-out="user_name"/></strong>,
-            </p>
-            <p style="font-size: 15px; line-height: 1.7;">
-                Welcome to the <strong><t t-out="company_name"/></strong> Technician Portal.
-                This portal helps you manage your assigned deliveries and collect proof of delivery signatures.
-            </p>
-
-            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">What You Can Do</h2>
-            <table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #fff0f3; width: 40px; text-align: center; font-size: 20px;">1</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>View Assigned Deliveries</strong><br/>
-                        See all deliveries assigned to you with client details, addresses, and product information.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #fff0f3; text-align: center; font-size: 20px;">2</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Collect Proof of Delivery</strong><br/>
-                        Get the client's signature on the proof of delivery document directly from your device.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #fff0f3; text-align: center; font-size: 20px;">3</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Track Delivery Status</strong><br/>
-                        Monitor which deliveries are pending, in progress, or completed.
-                    </td>
-                </tr>
-            </table>
-
-            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Getting Started</h2>
-            <ol style="font-size: 14px; line-height: 1.8;">
-                <li>Navigate to <strong>My Deliveries</strong> to see all deliveries assigned to you.</li>
-                <li>Click on a delivery to view the client details and delivery address.</li>
-                <li>Go to <strong>Signature Requests</strong> to collect proof of delivery signatures.</li>
-                <li>After collecting the signature, the signed POD is automatically attached to the order.</li>
-            </ol>
-
-            <h2 style="color: #e53e3e; border-bottom: 2px solid #e53e3e; padding-bottom: 8px;">Important Reminders</h2>
-            <div style="background: #fff5f5; border-left: 4px solid #e53e3e; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
-                <ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
-                    <li><strong>Always get POD signed before leaving.</strong> The proof of delivery is required for billing.</li>
-                    <li>Ensure the client's <strong>name</strong> and <strong>date</strong> are filled in on the delivery form.</li>
-                    <li>If the client is unavailable, contact the office immediately.</li>
-                    <li>Report any product issues or damages to the office right away.</li>
-                </ul>
-            </div>
-
-            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Need Help?</h2>
-            <p style="font-size: 14px; line-height: 1.7;">
-                If you have any questions or need assistance, please contact the office:
-            </p>
-            <div style="background: #fff0f3; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
-                <strong><t t-out="company_name"/></strong><br/>
-                Email: <t t-out="company_email"/><br/>
-                Phone: <t t-out="company_phone"/>
-            </div>
-        </div>
-    </template>
-
-    <!-- ================================================================== -->
-    <!-- GENERAL PORTAL USER (CLIENT) WELCOME ARTICLE TEMPLATE              -->
-    <!-- ================================================================== -->
-    <template id="welcome_article_client">
-        <div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
-            <!-- Header -->
-            <div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
-                <h1 style="color: white; margin: 0; font-size: 28px;">Welcome to Your Portal</h1>
-                <p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
-                    <t t-out="company_name"/>
-                </p>
-            </div>
-
-            <p style="font-size: 15px; line-height: 1.7;">
-                Dear <strong><t t-out="user_name"/></strong>,
-            </p>
-            <p style="font-size: 15px; line-height: 1.7;">
-                Welcome to the <strong><t t-out="company_name"/></strong> Portal.
-                Here you can view your orders, track their status, and access your documents.
-            </p>
-
-            <h2 style="color: #3a8fb7; border-bottom: 2px solid #3a8fb7; padding-bottom: 8px;">What You Can Do</h2>
-            <table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0f8ff; width: 40px; text-align: center; font-size: 20px;">1</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>View Your Orders</strong><br/>
-                        Access all your orders and track their current status.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0f8ff; text-align: center; font-size: 20px;">2</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Track Status</strong><br/>
-                        See real-time updates on your application and delivery status.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0f8ff; text-align: center; font-size: 20px;">3</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Access Documents</strong><br/>
-                        Download invoices, delivery receipts, and other important documents.
-                    </td>
-                </tr>
-            </table>
-
-            <h2 style="color: #3a8fb7; border-bottom: 2px solid #3a8fb7; padding-bottom: 8px;">Getting Started</h2>
-            <ol style="font-size: 14px; line-height: 1.8;">
-                <li>Click on <strong>My Orders</strong> from the portal menu to see your orders.</li>
-                <li>Click on any order to view its full details and status.</li>
-                <li>Download documents by clicking the download button next to each file.</li>
-            </ol>
-
-            <h2 style="color: #3a8fb7; border-bottom: 2px solid #3a8fb7; padding-bottom: 8px;">Need Help?</h2>
-            <p style="font-size: 14px; line-height: 1.7;">
-                If you have any questions, please don't hesitate to reach out:
-            </p>
-            <div style="background: #f0f8ff; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
-                <strong><t t-out="company_name"/></strong><br/>
-                Email: <t t-out="company_email"/><br/>
-                Phone: <t t-out="company_phone"/>
-            </div>
-        </div>
-    </template>
-
-    <!-- ================================================================== -->
-    <!-- INTERNAL STAFF WELCOME ARTICLE TEMPLATE                            -->
-    <!-- ================================================================== -->
-    <template id="welcome_article_internal">
-        <div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
-            <!-- Header -->
-            <div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
-                <h1 style="color: white; margin: 0; font-size: 28px;">Welcome to <t t-out="company_name"/></h1>
-                <p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
-                    Fusion Claims - Internal Operations
-                </p>
-            </div>
-
-            <p style="font-size: 15px; line-height: 1.7;">
-                Welcome, <strong><t t-out="user_name"/></strong>!
-            </p>
-            <p style="font-size: 15px; line-height: 1.7;">
-                This is your quick-start guide to the <strong><t t-out="company_name"/></strong> system.
-                Below you'll find an overview of the key areas and how to navigate the system.
-            </p>
-
-            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">System Overview</h2>
-            <table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; width: 40px; text-align: center; font-size: 20px;">1</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>ADP Case Management</strong><br/>
-                        Process ADP claims through the full workflow: Assessment, Application, Submission, Approval, Billing, and Case Close.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">2</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Sales Orders</strong><br/>
-                        Manage quotations, sales orders, invoicing, and delivery for all sale types (ADP, ODSP, Private, Insurance, etc.).
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">3</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Device Codes</strong><br/>
-                        Look up and manage ADP device codes, prices, and serial number requirements.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">4</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Inventory and Loaner Tracking</strong><br/>
-                        Manage product inventory, track loaner equipment checkouts and returns.
-                    </td>
-                </tr>
-                <tr>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">5</td>
-                    <td style="padding: 12px; border: 1px solid #e0e0e0;">
-                        <strong>Delivery Management</strong><br/>
-                        Assign technicians, track deliveries, and manage proof of delivery documents.
-                    </td>
-                </tr>
-            </table>
-
-            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">ADP Workflow Quick Reference</h2>
-            <div style="background: #f8f9fa; padding: 20px; border-radius: 8px; margin: 15px 0;">
-                <ol style="font-size: 14px; line-height: 2.0; margin: 0;">
-                    <li><strong>Quotation</strong> - Create the sales order</li>
-                    <li><strong>Assessment Scheduled</strong> - Schedule the client assessment</li>
-                    <li><strong>Assessment Completed</strong> - Complete the on-site assessment</li>
-                    <li><strong>Waiting for Application</strong> - Wait for the authorizer to submit the application</li>
-                    <li><strong>Application Received</strong> - Upload the ADP application and signed pages</li>
-                    <li><strong>Ready for Submission</strong> - Verify all documents are ready</li>
-                    <li><strong>Application Submitted</strong> - Submit to ADP</li>
-                    <li><strong>Accepted / Approved</strong> - ADP accepts and approves the case</li>
-                    <li><strong>Ready for Delivery</strong> - Prepare and deliver the product</li>
-                    <li><strong>Billed to ADP</strong> - Submit the claim for payment</li>
-                    <li><strong>Case Closed</strong> - Finalize the case</li>
-                </ol>
-            </div>
-
-            <h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Key Menu Locations</h2>
-            <table style="width: 100%; border-collapse: collapse; margin: 15px 0; font-size: 14px;">
-                <tr style="background: #eaf4fd;">
-                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">ADP Claims</td>
-                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Sales menu - ADP Claims - filter by workflow stage</td>
-                </tr>
-                <tr>
-                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">Device Codes</td>
-                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Sales menu - Configuration - ADP Device Codes</td>
-                </tr>
-                <tr style="background: #eaf4fd;">
-                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">Fusion Claims Settings</td>
-                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Settings - Fusion Claims (scroll down)</td>
-                </tr>
-                <tr>
-                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">Contacts (Authorizers)</td>
-                    <td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Contacts - filter by "Authorizers"</td>
-                </tr>
-            </table>
-
-            <h2 style="color: #ff9800; border-bottom: 2px solid #ff9800; padding-bottom: 8px;">Tips</h2>
-            <div style="background: #fff8e1; border-left: 4px solid #ff9800; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
-                <ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
-                    <li>Use <strong>filters and search</strong> to quickly find cases by status, client, or authorizer.</li>
-                    <li>Check the <strong>chatter</strong> (message log) on each case for the full history of changes and communications.</li>
-                    <li>Use the <strong>status bar</strong> at the top of each case to see where it is in the workflow.</li>
-                    <li>All automated emails are logged in the chatter for audit purposes.</li>
-                    <li>Use <strong>scheduled activities</strong> to set reminders and follow-ups.</li>
-                </ul>
-            </div>
-        </div>
-    </template>
-
-</data>
-</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/models/__init__.py

@@ -1,10 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from . import res_partner
-from . import res_users
-from . import authorizer_comment
-from . import adp_document
-from . import assessment
-from . import accessibility_assessment
-from . import sale_order
-from . import pdf_template