feat: customizable portal gradient theme + LTC repair form fixes

- Add portal gradient branding settings with 4 presets (Green/Teal,
  Blue/Purple, Sunset Orange, Dark Slate) and custom color picker
- Live preview in settings, onchange updates colors reactively
- Dynamic gradient applied across portal home, CSS, and card elements
- Fix after photos visibility (conditional on resolved=yes)
- Fix technician section gating on portal repair form
- Move Create Sale Order button to form header for visibility
- Fix portal home row width inconsistency (xpath target change)

Co-authored-by: Cursor <cursoragent@cursor.com>

fusion_accounts/fusion_accounts/__init__.py

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

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/__manifest__.py

@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 {
     'name': 'Fusion Authorizer & Sales Portal',
-    'version': '19.0.2.0.9',
+    'version': '19.0.2.2.0',
     'category': 'Sales/Portal',
     'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms',
     'description': """
@@ -66,6 +66,7 @@ This module provides external portal access for:
         '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 +76,7 @@ This module provides external portal access for:
         'views/portal_accessibility_forms.xml',
         'views/portal_technician_templates.xml',
         'views/portal_book_assessment.xml',
+        'views/portal_repair_form.xml',
     ],
     'assets': {
         'web.assets_backend': [

fusion_authorizer_portal/controllers/__init__.py

@@ -3,3 +3,4 @@
 from . import portal_main
 from . import portal_assessment
 from . import pdf_editor
+from . import portal_repair

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

@@ -38,6 +38,14 @@ 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):

fusion_authorizer_portal/controllers/portal_repair.py

@@ -0,0 +1,182 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import http, _, fields
+from odoo.http import request
+import base64
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class LTCRepairPortal(http.Controller):
+
+    def _is_password_required(self):
+        password = request.env['ir.config_parameter'].sudo().get_param(
+            'fusion_claims.ltc_form_password', ''
+        )
+        return bool(password and password.strip())
+
+    def _process_photos(self, file_list, repair):
+        attachment_ids = []
+        for photo in file_list:
+            if photo and photo.filename:
+                data = photo.read()
+                if data:
+                    attachment = request.env['ir.attachment'].sudo().create({
+                        'name': photo.filename,
+                        'datas': base64.b64encode(data),
+                        'res_model': 'fusion.ltc.repair',
+                        'res_id': repair.id,
+                    })
+                    attachment_ids.append(attachment.id)
+        return attachment_ids
+
+    def _is_authenticated(self):
+        if not request.env.user._is_public():
+            return True
+        if not self._is_password_required():
+            return True
+        return request.session.get('ltc_form_authenticated', False)
+
+    @http.route('/repair-form', type='http', auth='public', website=True,
+                sitemap=False)
+    def repair_form(self, **kw):
+        if not self._is_authenticated():
+            return request.render(
+                'fusion_authorizer_portal.portal_ltc_repair_password',
+                {'error': kw.get('auth_error', False)}
+            )
+
+        facilities = request.env['fusion.ltc.facility'].sudo().search(
+            [('active', '=', True)], order='name'
+        )
+        is_technician = not request.env.user._is_public() and request.env.user.has_group(
+            'base.group_user'
+        )
+        return request.render(
+            'fusion_authorizer_portal.portal_ltc_repair_form',
+            {
+                'facilities': facilities,
+                'today': fields.Date.today(),
+                'is_technician': is_technician,
+            }
+        )
+
+    @http.route('/repair-form/auth', type='http', auth='public',
+                website=True, methods=['POST'], csrf=True)
+    def repair_form_auth(self, **kw):
+        stored_password = request.env['ir.config_parameter'].sudo().get_param(
+            'fusion_claims.ltc_form_password', ''
+        ).strip()
+
+        entered_password = (kw.get('password', '') or '').strip()
+
+        if stored_password and entered_password == stored_password:
+            request.session['ltc_form_authenticated'] = True
+            return request.redirect('/repair-form')
+
+        return request.render(
+            'fusion_authorizer_portal.portal_ltc_repair_password',
+            {'error': True}
+        )
+
+    @http.route('/repair-form/submit', type='http', auth='public',
+                website=True, methods=['POST'], csrf=True)
+    def repair_form_submit(self, **kw):
+        if not self._is_authenticated():
+            return request.redirect('/repair-form')
+
+        try:
+            facility_id = int(kw.get('facility_id', 0))
+            if not facility_id:
+                return request.redirect('/repair-form?error=facility')
+
+            vals = {
+                'facility_id': facility_id,
+                'client_name': kw.get('client_name', '').strip(),
+                'room_number': kw.get('room_number', '').strip(),
+                'product_serial': kw.get('product_serial', '').strip(),
+                'issue_description': kw.get('issue_description', '').strip(),
+                'issue_reported_date': kw.get('issue_reported_date') or fields.Date.today(),
+                'is_emergency': kw.get('is_emergency') == 'on',
+                'poa_name': kw.get('poa_name', '').strip() or False,
+                'poa_phone': kw.get('poa_phone', '').strip() or False,
+                'source': 'portal_form',
+            }
+
+            if not vals['client_name']:
+                return request.redirect('/repair-form?error=name')
+            if not vals['issue_description']:
+                return request.redirect('/repair-form?error=description')
+
+            before_files = request.httprequest.files.getlist('before_photos')
+            has_before = any(f and f.filename for f in before_files)
+            if not has_before:
+                return request.redirect('/repair-form?error=photos')
+
+            repair = request.env['fusion.ltc.repair'].sudo().create(vals)
+
+            before_ids = self._process_photos(before_files, repair)
+            if before_ids:
+                repair.sudo().write({
+                    'before_photo_ids': [(6, 0, before_ids)],
+                })
+
+            after_files = request.httprequest.files.getlist('after_photos')
+            after_ids = self._process_photos(after_files, repair)
+            if after_ids:
+                repair.sudo().write({
+                    'after_photo_ids': [(6, 0, after_ids)],
+                })
+
+            resolved = kw.get('resolved') == 'yes'
+            if resolved:
+                resolution = kw.get('resolution_description', '').strip()
+                if resolution:
+                    repair.sudo().write({
+                        'resolution_description': resolution,
+                        'issue_fixed_date': fields.Date.today(),
+                    })
+
+            repair.sudo().activity_schedule(
+                'mail.mail_activity_data_todo',
+                summary=_('New repair request from portal: %s', repair.display_client_name),
+                note=_(
+                    'Repair request submitted via portal form for %s at %s (Room %s).',
+                    repair.display_client_name,
+                    repair.facility_id.name,
+                    repair.room_number or 'N/A',
+                ),
+            )
+
+            ip_address = request.httprequest.headers.get(
+                'X-Forwarded-For', request.httprequest.remote_addr
+            )
+            if ip_address and ',' in ip_address:
+                ip_address = ip_address.split(',')[0].strip()
+
+            try:
+                request.env['fusion.ltc.form.submission'].sudo().create({
+                    'form_type': 'repair',
+                    'repair_id': repair.id,
+                    'facility_id': facility_id,
+                    'client_name': vals['client_name'],
+                    'room_number': vals['room_number'],
+                    'product_serial': vals['product_serial'],
+                    'is_emergency': vals['is_emergency'],
+                    'ip_address': ip_address or '',
+                    'status': 'processed',
+                })
+            except Exception:
+                _logger.warning('Failed to log form submission', exc_info=True)
+
+            return request.render(
+                'fusion_authorizer_portal.portal_ltc_repair_thank_you',
+                {'repair': repair}
+            )
+
+        except Exception:
+            _logger.exception('Error submitting LTC repair form')
+            return request.redirect('/repair-form?error=server')

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/__init__.py

@@ -1,4 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from . import models
-from . import controllers

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

fusion_authorizer_portal/fusion_authorizer_portal/models/accessibility_assessment.py

@@ -1,874 +0,0 @@
-# -*- coding: utf-8 -*-
-
-import logging
-import math
-from datetime import timedelta
-from markupsafe import Markup
-from odoo import api, fields, models, _
-from odoo.exceptions import UserError
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionAccessibilityAssessment(models.Model):
-    _name = 'fusion.accessibility.assessment'
-    _description = 'Accessibility Assessment'
-    _inherit = ['mail.thread', 'mail.activity.mixin', 'fusion.email.builder.mixin']
-    _order = 'assessment_date desc, id desc'
-    _rec_name = 'display_name'
-
-    # ==========================================================================
-    # COMMON FIELDS (all assessment types)
-    # ==========================================================================
-    reference = fields.Char(
-        string='Reference',
-        readonly=True,
-        copy=False,
-        default=lambda self: _('New'),
-    )
-    
-    display_name = fields.Char(
-        compute='_compute_display_name',
-        store=True,
-    )
-    
-    assessment_type = fields.Selection(
-        selection=[
-            ('stairlift_straight', 'Straight Stair Lift'),
-            ('stairlift_curved', 'Curved Stair Lift'),
-            ('vpl', 'Vertical Platform Lift'),
-            ('ceiling_lift', 'Ceiling Lift'),
-            ('ramp', 'Custom Ramp'),
-            ('bathroom', 'Bathroom Modification'),
-            ('tub_cutout', 'Tub Cutout'),
-        ],
-        string='Assessment Type',
-        required=True,
-        tracking=True,
-    )
-    
-    state = fields.Selection(
-        selection=[
-            ('draft', 'Draft'),
-            ('completed', 'Completed'),
-            ('cancelled', 'Cancelled'),
-        ],
-        string='Status',
-        default='draft',
-        tracking=True,
-    )
-    
-    # Client Information
-    client_name = fields.Char(string='Client Name', required=True)
-    client_address = fields.Char(string='Address')
-    client_unit = fields.Char(string='Unit/Apt/Suite')
-    client_address_street = fields.Char(string='Street')
-    client_address_city = fields.Char(string='City')
-    client_address_province = fields.Char(string='Province')
-    client_address_postal = fields.Char(string='Postal Code')
-    client_phone = fields.Char(string='Phone')
-    client_email = fields.Char(string='Email')
-    
-    # Booking fields
-    booking_source = fields.Selection(
-        selection=[
-            ('phone_authorizer', 'Phone - Authorizer'),
-            ('phone_client', 'Phone - Client'),
-            ('walk_in', 'Walk-In'),
-            ('portal', 'Online Booking'),
-        ],
-        string='Booking Source',
-        default='phone_client',
-        help='How the assessment was booked',
-    )
-    modification_requested = fields.Text(
-        string='Modification Requested',
-        help='What the client or authorizer is looking for',
-    )
-    sms_confirmation_sent = fields.Boolean(
-        string='SMS Confirmation Sent',
-        default=False,
-    )
-    calendar_event_id = fields.Many2one(
-        'calendar.event',
-        string='Calendar Event',
-        readonly=True,
-        copy=False,
-    )
-
-    # Relationships
-    sales_rep_id = fields.Many2one(
-        'res.users',
-        string='Sales Rep',
-        default=lambda self: self.env.user,
-        tracking=True,
-    )
-    authorizer_id = fields.Many2one(
-        'res.partner',
-        string='Authorizer/OT',
-        tracking=True,
-        help='The Occupational Therapist or Authorizer for this assessment',
-    )
-    partner_id = fields.Many2one(
-        'res.partner',
-        string='Client Partner',
-        help='Linked partner record (created on completion)',
-    )
-    sale_order_id = fields.Many2one(
-        'sale.order',
-        string='Created Sale Order',
-        readonly=True,
-        copy=False,
-    )
-    
-    # Dates
-    assessment_date = fields.Date(
-        string='Assessment Date',
-        default=fields.Date.today,
-    )
-    
-    # General Notes
-    notes = fields.Text(string='General Notes')
-    
-    # ==========================================================================
-    # STAIR LIFT - STRAIGHT FIELDS
-    # ==========================================================================
-    stair_steps = fields.Integer(string='Number of Steps')
-    stair_nose_to_nose = fields.Float(string='Nose to Nose Distance (inches)')
-    stair_side = fields.Selection(
-        selection=[('left', 'Left'), ('right', 'Right')],
-        string='Installation Side',
-    )
-    stair_style = fields.Selection(
-        selection=[
-            ('standard', 'Standard Stair Lift'),
-            ('slide_track', 'Slide Track Stair Lift'),
-            ('foldable_hinge', 'Foldable Hinge Stair Lift'),
-        ],
-        string='Stair Lift Style',
-    )
-    stair_power_swivel_upstairs = fields.Boolean(string='Power Swivel (Upstairs)')
-    stair_power_folding_footrest = fields.Boolean(string='Power Folding Footrest')
-    stair_calculated_length = fields.Float(
-        string='Calculated Track Length (inches)',
-        compute='_compute_stair_straight_length',
-        store=True,
-    )
-    stair_manual_length_override = fields.Float(string='Manual Length Override (inches)')
-    stair_final_length = fields.Float(
-        string='Final Track Length (inches)',
-        compute='_compute_stair_final_length',
-        store=True,
-    )
-    
-    # ==========================================================================
-    # STAIR LIFT - CURVED FIELDS
-    # ==========================================================================
-    stair_curved_steps = fields.Integer(string='Number of Steps (Curved)')
-    stair_curves_count = fields.Integer(string='Number of Curves')
-    
-    # Top Landing Options
-    stair_top_landing_type = fields.Selection(
-        selection=[
-            ('none', 'Standard (No special landing)'),
-            ('90_exit', '90° Exit'),
-            ('90_parking', '90° Parking'),
-            ('180_parking', '180° Parking'),
-            ('flush_landing', 'Flush Landing'),
-            ('vertical_overrun', 'Vertical Overrun (Custom)'),
-        ],
-        string='Top Landing Type',
-        default='none',
-        help='Type of landing at the top of the staircase',
-    )
-    top_overrun_custom_length = fields.Float(
-        string='Top Overrun Length (inches)',
-        help='Custom overrun length when Vertical Overrun is selected',
-    )
-    
-    # Bottom Landing Options
-    stair_bottom_landing_type = fields.Selection(
-        selection=[
-            ('none', 'Standard (No special landing)'),
-            ('90_park', '90° Park'),
-            ('180_park', '180° Park'),
-            ('drop_nose', 'Drop Nose Landing'),
-            ('short_vertical', 'Short Vertical Start'),
-            ('horizontal_overrun', 'Horizontal Overrun (Custom)'),
-        ],
-        string='Bottom Landing Type',
-        default='none',
-        help='Type of landing at the bottom of the staircase',
-    )
-    bottom_overrun_custom_length = fields.Float(
-        string='Bottom Overrun Length (inches)',
-        help='Custom overrun length when Horizontal Overrun is selected',
-    )
-    
-    # Legacy fields kept for backwards compatibility
-    stair_has_drop_nose = fields.Boolean(string='Has Drop Nose (Legacy)')
-    stair_parking_type = fields.Selection(
-        selection=[
-            ('none', 'No Parking'),
-            ('90_degree', '90° Parking (+2 feet)'),
-            ('180_degree', '180° Parking (+4 feet)'),
-        ],
-        string='Parking Type (Legacy)',
-        default='none',
-    )
-    stair_power_swivel_downstairs = fields.Boolean(string='Power Swivel (Downstairs)')
-    stair_auto_folding_footrest = fields.Boolean(string='Automatic Folding Footrest')
-    stair_auto_folding_hinge = fields.Boolean(string='Automatic Folding Hinge')
-    stair_auto_folding_seat = fields.Boolean(string='Automatic Folding Seat')
-    stair_custom_color = fields.Boolean(string='Customizable Colored Seat')
-    stair_additional_charging = fields.Boolean(string='Additional Charging Station')
-    stair_charging_with_remote = fields.Boolean(string='Charging Station with Remote')
-    stair_curved_calculated_length = fields.Float(
-        string='Calculated Track Length (inches)',
-        compute='_compute_stair_curved_length',
-        store=True,
-    )
-    stair_curved_manual_override = fields.Float(string='Manual Length Override (inches)')
-    stair_curved_final_length = fields.Float(
-        string='Final Track Length (inches)',
-        compute='_compute_stair_curved_final_length',
-        store=True,
-    )
-    
-    # ==========================================================================
-    # VERTICAL PLATFORM LIFT (VPL) FIELDS
-    # ==========================================================================
-    vpl_room_width = fields.Float(string='Room Width (inches)')
-    vpl_room_depth = fields.Float(string='Room Depth (inches)')
-    vpl_rise_height = fields.Float(string='Total Rise Height (inches)')
-    vpl_has_existing_platform = fields.Boolean(string='Existing Platform Available')
-    vpl_concrete_depth = fields.Float(string='Concrete Depth (inches)', help='Minimum 4 inches required')
-    vpl_model_type = fields.Selection(
-        selection=[
-            ('ac', 'AC Model (Dedicated 15-amp breaker required)'),
-            ('dc', 'DC Model (No dedicated breaker required)'),
-        ],
-        string='Model Type',
-    )
-    vpl_has_nearby_plug = fields.Boolean(string='Power Plug Nearby')
-    vpl_plug_specs = fields.Char(string='Plug Specifications', default='110V / 15-amp')
-    vpl_needs_plug_install = fields.Boolean(string='Needs Plug Installation')
-    vpl_needs_certification = fields.Boolean(string='Needs City Certification')
-    vpl_certification_notes = fields.Text(string='Certification Notes')
-    
-    # ==========================================================================
-    # CEILING LIFT FIELDS
-    # ==========================================================================
-    ceiling_track_length = fields.Float(string='Total Track Length (feet)')
-    ceiling_movement_type = fields.Selection(
-        selection=[
-            ('manual', 'Manual Movement (left-to-right)'),
-            ('powered', 'Powered Movement (left-to-right)'),
-        ],
-        string='Horizontal Movement Type',
-        help='All ceiling lifts move up/down with power. This is for left-to-right movement.',
-    )
-    ceiling_charging_throughout = fields.Boolean(
-        string='Charging Throughout Track',
-        help='Charging available throughout the track instead of one location',
-    )
-    ceiling_carry_bar = fields.Boolean(string='Carry Bar')
-    ceiling_additional_slings = fields.Integer(string='Additional Slings Needed')
-    
-    # ==========================================================================
-    # CUSTOM RAMP FIELDS
-    # ==========================================================================
-    ramp_height = fields.Float(string='Total Height (inches from ground)')
-    ramp_ground_incline = fields.Float(string='Ground Incline (degrees)', help='Optional - if ground is inclined')
-    ramp_at_door = fields.Boolean(string='Ramp at Door', help='Requires 5ft landing at door')
-    ramp_calculated_length = fields.Float(
-        string='Calculated Ramp Length (inches)',
-        compute='_compute_ramp_length',
-        store=True,
-        help='Ontario Building Code: 12 inches length per 1 inch height',
-    )
-    ramp_landings_needed = fields.Integer(
-        string='Landings Needed',
-        compute='_compute_ramp_landings',
-        store=True,
-        help='Landing required every 30 feet (minimum 5 feet each)',
-    )
-    ramp_total_length = fields.Float(
-        string='Total Length with Landings (inches)',
-        compute='_compute_ramp_total_length',
-        store=True,
-    )
-    ramp_handrail_height = fields.Float(
-        string='Handrail Height (inches)',
-        default=32.0,
-        help='Minimum 32 inches required',
-    )
-    ramp_manual_override = fields.Float(string='Manual Length Override (inches)')
-    
-    # ==========================================================================
-    # BATHROOM MODIFICATION FIELDS
-    # ==========================================================================
-    bathroom_description = fields.Text(
-        string='Modification Description',
-        help='Describe all bathroom modifications needed',
-    )
-    
-    # ==========================================================================
-    # TUB CUTOUT FIELDS
-    # ==========================================================================
-    tub_internal_height = fields.Float(string='Internal Height of Tub (inches)')
-    tub_external_height = fields.Float(string='External Height of Tub (inches)')
-    tub_additional_supplies = fields.Text(string='Additional Supplies Needed')
-    
-    # ==========================================================================
-    # COMPUTED FIELDS
-    # ==========================================================================
-    
-    @api.depends('reference', 'assessment_type', 'client_name')
-    def _compute_display_name(self):
-        type_labels = dict(self._fields['assessment_type'].selection)
-        for rec in self:
-            type_label = type_labels.get(rec.assessment_type, '')
-            rec.display_name = f"{rec.reference or 'New'} - {type_label} - {rec.client_name or ''}"
-    
-    @api.depends('stair_steps', 'stair_nose_to_nose')
-    def _compute_stair_straight_length(self):
-        """Straight stair lift: (steps × nose_to_nose) + 13" top landing"""
-        for rec in self:
-            if rec.stair_steps and rec.stair_nose_to_nose:
-                rec.stair_calculated_length = (rec.stair_steps * rec.stair_nose_to_nose) + 13
-            else:
-                rec.stair_calculated_length = 0
-    
-    @api.depends('stair_calculated_length', 'stair_manual_length_override')
-    def _compute_stair_final_length(self):
-        """Use manual override if provided, otherwise use calculated"""
-        for rec in self:
-            if rec.stair_manual_length_override:
-                rec.stair_final_length = rec.stair_manual_length_override
-            else:
-                rec.stair_final_length = rec.stair_calculated_length
-    
-    @api.depends('stair_curved_steps', 'stair_curves_count',
-                 'stair_top_landing_type', 'stair_bottom_landing_type',
-                 'top_overrun_custom_length', 'bottom_overrun_custom_length')
-    def _compute_stair_curved_length(self):
-        """Curved stair lift calculation:
-        - 12" per step
-        - 16" per curve
-        - Top landing type additions (or custom overrun)
-        - Bottom landing type additions (or custom overrun)
-        """
-        # Track length additions for each landing type (in inches)
-        # Note: vertical_overrun and horizontal_overrun use custom lengths
-        TOP_LANDING_LENGTHS = {
-            'none': 0,
-            '90_exit': 24,          # 2 feet
-            '90_parking': 24,       # 2 feet
-            '180_parking': 48,      # 4 feet
-            'flush_landing': 12,    # 1 foot
-        }
-        
-        BOTTOM_LANDING_LENGTHS = {
-            'none': 0,
-            '90_park': 24,              # 2 feet
-            '180_park': 48,             # 4 feet
-            'drop_nose': 12,            # 1 foot
-            'short_vertical': 12,       # 1 foot
-        }
-        
-        for rec in self:
-            if rec.stair_curved_steps:
-                base_length = rec.stair_curved_steps * 12  # 12" per step
-                curves_length = (rec.stair_curves_count or 0) * 16  # 16" per curve
-                
-                # Top landing length - use custom if overrun selected
-                if rec.stair_top_landing_type == 'vertical_overrun':
-                    top_landing = rec.top_overrun_custom_length or 0
-                else:
-                    top_landing = TOP_LANDING_LENGTHS.get(rec.stair_top_landing_type or 'none', 0)
-                
-                # Bottom landing length - use custom if overrun selected
-                if rec.stair_bottom_landing_type == 'horizontal_overrun':
-                    bottom_landing = rec.bottom_overrun_custom_length or 0
-                else:
-                    bottom_landing = BOTTOM_LANDING_LENGTHS.get(rec.stair_bottom_landing_type or 'none', 0)
-                
-                rec.stair_curved_calculated_length = (
-                    base_length + curves_length + top_landing + bottom_landing
-                )
-            else:
-                rec.stair_curved_calculated_length = 0
-    
-    @api.depends('stair_curved_calculated_length', 'stair_curved_manual_override')
-    def _compute_stair_curved_final_length(self):
-        """Use manual override if provided, otherwise use calculated"""
-        for rec in self:
-            if rec.stair_curved_manual_override:
-                rec.stair_curved_final_length = rec.stair_curved_manual_override
-            else:
-                rec.stair_curved_final_length = rec.stair_curved_calculated_length
-    
-    @api.depends('ramp_height')
-    def _compute_ramp_length(self):
-        """Ontario Building Code: 12 inches length per 1 inch height (1:12 ratio)"""
-        for rec in self:
-            if rec.ramp_height:
-                rec.ramp_calculated_length = rec.ramp_height * 12
-            else:
-                rec.ramp_calculated_length = 0
-    
-    @api.depends('ramp_calculated_length')
-    def _compute_ramp_landings(self):
-        """Landing required every 30 feet (360 inches)"""
-        for rec in self:
-            if rec.ramp_calculated_length:
-                # Calculate how many landings are needed (every 30 feet = 360 inches)
-                rec.ramp_landings_needed = math.ceil(rec.ramp_calculated_length / 360)
-            else:
-                rec.ramp_landings_needed = 0
-    
-    @api.depends('ramp_calculated_length', 'ramp_landings_needed', 'ramp_at_door')
-    def _compute_ramp_total_length(self):
-        """Total length including landings (5 feet = 60 inches each)"""
-        for rec in self:
-            base_length = rec.ramp_calculated_length or 0
-            landings_length = (rec.ramp_landings_needed or 0) * 60  # 5 feet per landing
-            door_landing = 60 if rec.ramp_at_door else 0  # 5 feet at door
-            rec.ramp_total_length = base_length + landings_length + door_landing
-    
-    # ==========================================================================
-    # CRUD METHODS
-    # ==========================================================================
-    
-    @api.model_create_multi
-    def create(self, vals_list):
-        for vals in vals_list:
-            if vals.get('reference', _('New')) == _('New'):
-                vals['reference'] = self.env['ir.sequence'].next_by_code(
-                    'fusion.accessibility.assessment'
-                ) or _('New')
-        return super().create(vals_list)
-    
-    # ==========================================================================
-    # BUSINESS LOGIC
-    # ==========================================================================
-    
-    def action_complete(self):
-        """Complete the assessment and create a Sale Order"""
-        self.ensure_one()
-        
-        if not self.client_name:
-            raise UserError(_('Please enter the client name.'))
-        
-        # Create or find partner
-        partner = self._ensure_partner()
-        
-        # Create draft sale order
-        sale_order = self._create_draft_sale_order(partner)
-        
-        # Add tag based on assessment type
-        self._add_assessment_tag(sale_order)
-        
-        # Copy photos from assessment to sale order chatter
-        self._copy_photos_to_sale_order(sale_order)
-        
-        # Update state
-        self.write({
-            'state': 'completed',
-            'sale_order_id': sale_order.id,
-            'partner_id': partner.id,
-        })
-        
-        # Send email notification to office
-        self._send_completion_email(sale_order)
-        
-        # Schedule follow-up activity for sales rep
-        self._schedule_followup_activity(sale_order)
-        
-        _logger.info(f"Completed accessibility assessment {self.reference}, created SO {sale_order.name}")
-        
-        return sale_order
-    
-    def _add_assessment_tag(self, sale_order):
-        """Add a tag to the sale order based on assessment type"""
-        self.ensure_one()
-        
-        # Map assessment types to tag names (ALL CAPS)
-        tag_map = {
-            'stairlift_straight': 'STRAIGHT STAIR LIFT',
-            'stairlift_curved': 'CURVED STAIR LIFT',
-            'vpl': 'VERTICAL PLATFORM LIFT',
-            'ceiling_lift': 'CEILING LIFT',
-            'ramp': 'CUSTOM RAMP',
-            'bathroom': 'BATHROOM MODIFICATION',
-            'tub_cutout': 'TUB CUTOUT',
-        }
-        
-        tag_name = tag_map.get(self.assessment_type)
-        if not tag_name:
-            return
-        
-        # Find or create the tag
-        Tag = self.env['crm.tag'].sudo()
-        tag = Tag.search([('name', '=', tag_name)], limit=1)
-        if not tag:
-            tag = Tag.create({'name': tag_name})
-            _logger.info(f"Created new tag: {tag_name}")
-        
-        # Add tag to sale order
-        if hasattr(sale_order, 'tag_ids'):
-            sale_order.write({'tag_ids': [(4, tag.id)]})
-            _logger.info(f"Added tag '{tag_name}' to SO {sale_order.name}")
-    
-    def _copy_photos_to_sale_order(self, sale_order):
-        """Copy assessment photos to sale order chatter"""
-        self.ensure_one()
-        
-        Attachment = self.env['ir.attachment'].sudo()
-        
-        # Find photos attached to this assessment
-        photos = Attachment.search([
-            ('res_model', '=', 'fusion.accessibility.assessment'),
-            ('res_id', '=', self.id),
-            ('mimetype', 'like', 'image/%'),
-        ])
-        
-        if not photos:
-            return
-        
-        # Copy attachments to sale order and post in chatter
-        attachment_ids = []
-        for photo in photos:
-            new_attachment = photo.copy({
-                'res_model': 'sale.order',
-                'res_id': sale_order.id,
-            })
-            attachment_ids.append(new_attachment.id)
-        
-        if attachment_ids:
-            type_labels = dict(self._fields['assessment_type'].selection)
-            type_label = type_labels.get(self.assessment_type, 'Accessibility')
-            
-            sale_order.message_post(
-                body=Markup(f'''
-                <div class="alert alert-secondary">
-                    <strong><i class="fa fa-camera"></i> Assessment Photos</strong><br/>
-                    {len(attachment_ids)} photo(s) from {type_label} Assessment ({self.reference})
-                </div>
-                '''),
-                message_type='comment',
-                subtype_xmlid='mail.mt_note',
-                attachment_ids=attachment_ids,
-            )
-            _logger.info(f"Copied {len(attachment_ids)} photos to SO {sale_order.name}")
-    
-    def _send_completion_email(self, sale_order):
-        """Send email notification to office about assessment completion"""
-        self.ensure_one()
-        
-        ICP = self.env['ir.config_parameter'].sudo()
-        
-        # Check if email notifications are enabled
-        if not ICP.get_param('fusion_claims.enable_email_notifications', 'True') == 'True':
-            return
-        
-        # Get office notification emails from company
-        company = self.env.company
-        office_partners = company.sudo().x_fc_office_notification_ids
-        email_list = [p.email for p in office_partners if p.email]
-        office_emails = ', '.join(email_list)
-        
-        if not office_emails:
-            _logger.warning("No office notification recipients configured for accessibility assessment completion")
-            return
-        
-        type_labels = dict(self._fields['assessment_type'].selection)
-        type_label = type_labels.get(self.assessment_type, 'Accessibility')
-        
-        body = self._email_build(
-            title='Accessibility Assessment Completed',
-            summary=f'A new {type_label.lower()} assessment has been completed for '
-                    f'<strong>{self.client_name}</strong>. A sale order has been created.',
-            email_type='info',
-            sections=[('Assessment Details', [
-                ('Type', type_label),
-                ('Reference', self.reference),
-                ('Client', self.client_name),
-                ('Sales Rep', self.sales_rep_id.name if self.sales_rep_id else 'N/A'),
-                ('Sale Order', sale_order.name),
-            ])],
-            button_url=f'{sale_order.get_base_url()}/web#id={sale_order.id}&model=sale.order&view_type=form',
-            button_text='View Sale Order',
-        )
-        
-        # Send email
-        mail_values = {
-            'subject': f'Accessibility Assessment Completed: {type_label} - {self.client_name}',
-            'body_html': body,
-            'email_to': office_emails,
-            'email_from': self.env.company.email or 'noreply@example.com',
-        }
-        
-        try:
-            mail = self.env['mail.mail'].sudo().create(mail_values)
-            mail.send()
-            _logger.info(f"Sent accessibility assessment completion email to {office_emails}")
-        except Exception as e:
-            _logger.error(f"Failed to send assessment completion email: {e}")
-    
-    def _schedule_followup_activity(self, sale_order):
-        """Schedule a follow-up activity for the sales rep"""
-        self.ensure_one()
-        
-        if not self.sales_rep_id:
-            return
-        
-        type_labels = dict(self._fields['assessment_type'].selection)
-        type_label = type_labels.get(self.assessment_type, 'Accessibility')
-        
-        # Get the "To Do" activity type
-        activity_type = self.env.ref('mail.mail_activity_data_todo', raise_if_not_found=False)
-        if not activity_type:
-            _logger.warning("Could not find 'To Do' activity type")
-            return
-        
-        # Schedule activity for tomorrow
-        due_date = fields.Date.today() + timedelta(days=1)
-        
-        try:
-            sale_order.activity_schedule(
-                activity_type_id=activity_type.id,
-                date_deadline=due_date,
-                user_id=self.sales_rep_id.id,
-                summary=f'Follow up on {type_label} Assessment',
-                note=f'Assessment {self.reference} for {self.client_name} has been completed. Please follow up with the client.',
-            )
-            _logger.info(f"Scheduled follow-up activity for {self.sales_rep_id.name} on SO {sale_order.name}")
-        except Exception as e:
-            _logger.error(f"Failed to schedule follow-up activity: {e}")
-    
-    def _ensure_partner(self):
-        """Find or create a partner for the client"""
-        self.ensure_one()
-        Partner = self.env['res.partner'].sudo()
-        
-        # First, try to find existing partner by email
-        if self.client_email:
-            existing = Partner.search([('email', '=ilike', self.client_email)], limit=1)
-            if existing:
-                return existing
-        
-        # Create new partner
-        partner_vals = {
-            'name': self.client_name,
-            'email': self.client_email,
-            'phone': self.client_phone,
-            'street': self.client_address_street or self.client_address,
-            'street2': self.client_unit or False,
-            'city': self.client_address_city,
-            'zip': self.client_address_postal,
-            'customer_rank': 1,
-        }
-        
-        # Set province/state if provided
-        if self.client_address_province:
-            state = self.env['res.country.state'].sudo().search([
-                ('code', '=ilike', self.client_address_province),
-                ('country_id.code', '=', 'CA'),
-            ], limit=1)
-            if state:
-                partner_vals['state_id'] = state.id
-                partner_vals['country_id'] = state.country_id.id
-            else:
-                # Default to Canada
-                canada = self.env.ref('base.ca', raise_if_not_found=False)
-                if canada:
-                    partner_vals['country_id'] = canada.id
-        
-        partner = Partner.create(partner_vals)
-        _logger.info(f"Created partner {partner.name} from accessibility assessment {self.reference}")
-        return partner
-    
-    def _create_draft_sale_order(self, partner):
-        """Create a draft sale order from the assessment"""
-        self.ensure_one()
-        
-        SaleOrder = self.env['sale.order'].sudo()
-        
-        type_labels = dict(self._fields['assessment_type'].selection)
-        type_label = type_labels.get(self.assessment_type, 'Accessibility')
-        
-        so_vals = {
-            'partner_id': partner.id,
-            'user_id': self.sales_rep_id.id if self.sales_rep_id else self.env.user.id,
-            'state': 'draft',
-            'origin': f'Accessibility: {self.reference} ({type_label})',
-            'x_fc_sale_type': 'direct_private',  # Accessibility items typically private pay
-        }
-        
-        sale_order = SaleOrder.create(so_vals)
-        _logger.info(f"Created draft sale order {sale_order.name} from accessibility assessment {self.reference}")
-        
-        # Post assessment details to chatter
-        assessment_html = self._format_assessment_html_table()
-        sale_order.message_post(
-            body=Markup(assessment_html),
-            message_type='comment',
-            subtype_xmlid='mail.mt_note',
-        )
-        
-        return sale_order
-    
-    def _format_assessment_html_table(self):
-        """Format assessment details as HTML for chatter"""
-        type_labels = dict(self._fields['assessment_type'].selection)
-        type_label = type_labels.get(self.assessment_type, 'Unknown')
-        
-        html = f'''
-        <div class="alert alert-info" role="alert">
-            <h5 class="alert-heading"><i class="fa fa-wheelchair"></i> Accessibility Assessment: {type_label}</h5>
-            <p><strong>Reference:</strong> {self.reference}<br/>
-            <strong>Client:</strong> {self.client_name}<br/>
-            <strong>Address:</strong> {self.client_address or 'N/A'}<br/>
-            <strong>Date:</strong> {self.assessment_date}</p>
-        '''
-        
-        # Add type-specific details
-        if self.assessment_type == 'stairlift_straight':
-            html += f'''
-            <hr>
-            <p><strong>Straight Stair Lift Details:</strong></p>
-            <ul>
-                <li>Steps: {self.stair_steps or 'N/A'}</li>
-                <li>Nose to Nose: {self.stair_nose_to_nose or 0}" per step</li>
-                <li>Installation Side: {self.stair_side or 'N/A'}</li>
-                <li>Style: {dict(self._fields['stair_style'].selection or {}).get(self.stair_style, 'N/A')}</li>
-                <li>Calculated Track Length: {self.stair_calculated_length:.1f}"</li>
-                <li>Final Track Length: {self.stair_final_length:.1f}"</li>
-            </ul>
-            <p><strong>Features:</strong></p>
-            <ul>
-                {'<li>Power Swivel (Upstairs)</li>' if self.stair_power_swivel_upstairs else ''}
-                {'<li>Power Folding Footrest</li>' if self.stair_power_folding_footrest else ''}
-            </ul>
-            '''
-        
-        elif self.assessment_type == 'stairlift_curved':
-            # Format landing types for display
-            top_landing_display = dict(self._fields['stair_top_landing_type'].selection or {}).get(self.stair_top_landing_type, 'Standard')
-            bottom_landing_display = dict(self._fields['stair_bottom_landing_type'].selection or {}).get(self.stair_bottom_landing_type, 'Standard')
-            
-            # Add custom overrun values if applicable
-            if self.stair_top_landing_type == 'vertical_overrun' and self.top_overrun_custom_length:
-                top_landing_display += f' ({self.top_overrun_custom_length:.1f}")'
-            if self.stair_bottom_landing_type == 'horizontal_overrun' and self.bottom_overrun_custom_length:
-                bottom_landing_display += f' ({self.bottom_overrun_custom_length:.1f}")'
-            
-            html += f'''
-            <hr>
-            <p><strong>Curved Stair Lift Details:</strong></p>
-            <ul>
-                <li>Steps: {self.stair_curved_steps or 'N/A'}</li>
-                <li>Number of Curves: {self.stair_curves_count or 0}</li>
-                <li>Top Landing: {top_landing_display}</li>
-                <li>Bottom Landing: {bottom_landing_display}</li>
-                <li>Calculated Track Length: {self.stair_curved_calculated_length:.1f}"</li>
-                <li>Final Track Length: {self.stair_curved_final_length:.1f}"</li>
-            </ul>
-            <p><strong>Features:</strong></p>
-            <ul>
-                {'<li>Power Swivel (Upstairs)</li>' if self.stair_power_swivel_upstairs else ''}
-                {'<li>Power Swivel (Downstairs)</li>' if self.stair_power_swivel_downstairs else ''}
-                {'<li>Auto Folding Footrest</li>' if self.stair_auto_folding_footrest else ''}
-                {'<li>Auto Folding Hinge</li>' if self.stair_auto_folding_hinge else ''}
-                {'<li>Auto Folding Seat</li>' if self.stair_auto_folding_seat else ''}
-                {'<li>Customizable Color</li>' if self.stair_custom_color else ''}
-                {'<li>Additional Charging Station</li>' if self.stair_additional_charging else ''}
-                {'<li>Charging with Remote</li>' if self.stair_charging_with_remote else ''}
-            </ul>
-            '''
-        
-        elif self.assessment_type == 'vpl':
-            html += f'''
-            <hr>
-            <p><strong>Vertical Platform Lift Details:</strong></p>
-            <ul>
-                <li>Room Dimensions: {self.vpl_room_width or 0}" W x {self.vpl_room_depth or 0}" D</li>
-                <li>Rise Height: {self.vpl_rise_height or 0}"</li>
-                <li>Existing Platform: {'Yes' if self.vpl_has_existing_platform else 'No'}</li>
-                <li>Concrete Depth: {self.vpl_concrete_depth or 0}" (min 4" required)</li>
-                <li>Model Type: {dict(self._fields['vpl_model_type'].selection or {}).get(self.vpl_model_type, 'N/A')}</li>
-                <li>Power Plug Nearby: {'Yes' if self.vpl_has_nearby_plug else 'No'}</li>
-                <li>Needs Plug Installation: {'Yes' if self.vpl_needs_plug_install else 'No'}</li>
-                <li>Needs Certification: {'Yes' if self.vpl_needs_certification else 'No'}</li>
-            </ul>
-            '''
-        
-        elif self.assessment_type == 'ceiling_lift':
-            html += f'''
-            <hr>
-            <p><strong>Ceiling Lift Details:</strong></p>
-            <ul>
-                <li>Track Length: {self.ceiling_track_length or 0} feet</li>
-                <li>Movement Type: {dict(self._fields['ceiling_movement_type'].selection or {}).get(self.ceiling_movement_type, 'N/A')}</li>
-                <li>Charging Throughout Track: {'Yes' if self.ceiling_charging_throughout else 'No'}</li>
-                <li>Carry Bar: {'Yes' if self.ceiling_carry_bar else 'No'}</li>
-                <li>Additional Slings: {self.ceiling_additional_slings or 0}</li>
-            </ul>
-            '''
-        
-        elif self.assessment_type == 'ramp':
-            html += f'''
-            <hr>
-            <p><strong>Custom Ramp Details:</strong></p>
-            <ul>
-                <li>Height: {self.ramp_height or 0}" from ground</li>
-                <li>Ground Incline: {self.ramp_ground_incline or 0}°</li>
-                <li>At Door: {'Yes (5ft landing required)' if self.ramp_at_door else 'No'}</li>
-                <li>Calculated Ramp Length: {self.ramp_calculated_length:.1f}" ({self.ramp_calculated_length/12:.1f} ft)</li>
-                <li>Landings Needed: {self.ramp_landings_needed or 0} (5ft each)</li>
-                <li>Total Length with Landings: {self.ramp_total_length:.1f}" ({self.ramp_total_length/12:.1f} ft)</li>
-                <li>Handrail Height: {self.ramp_handrail_height or 32}"</li>
-            </ul>
-            '''
-        
-        elif self.assessment_type == 'bathroom':
-            html += f'''
-            <hr>
-            <p><strong>Bathroom Modification Description:</strong></p>
-            <p>{self.bathroom_description or 'No description provided.'}</p>
-            '''
-        
-        elif self.assessment_type == 'tub_cutout':
-            html += f'''
-            <hr>
-            <p><strong>Tub Cutout Details:</strong></p>
-            <ul>
-                <li>Internal Height: {self.tub_internal_height or 0}"</li>
-                <li>External Height: {self.tub_external_height or 0}"</li>
-            </ul>
-            <p><strong>Additional Supplies:</strong></p>
-            <p>{self.tub_additional_supplies or 'None specified.'}</p>
-            '''
-        
-        # Add general notes
-        if self.notes:
-            html += f'''
-            <hr>
-            <p><strong>Notes:</strong></p>
-            <p>{self.notes}</p>
-            '''
-        
-        html += '</div>'
-        return html
-    
-    def action_cancel(self):
-        """Cancel the assessment"""
-        self.ensure_one()
-        self.write({'state': 'cancelled'})
-    
-    def action_reset_to_draft(self):
-        """Reset to draft state"""
-        self.ensure_one()
-        self.write({'state': 'draft'})

fusion_authorizer_portal/fusion_authorizer_portal/models/adp_document.py

@@ -1,183 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from odoo import api, fields, models, _
-from odoo.exceptions import UserError
-import base64
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class ADPDocument(models.Model):
-    _name = 'fusion.adp.document'
-    _description = 'ADP Application Document'
-    _order = 'upload_date desc, revision desc'
-    _rec_name = 'display_name'
-
-    # Relationships
-    sale_order_id = fields.Many2one(
-        'sale.order',
-        string='Sale Order',
-        ondelete='cascade',
-        index=True,
-    )
-    
-    assessment_id = fields.Many2one(
-        'fusion.assessment',
-        string='Assessment',
-        ondelete='cascade',
-        index=True,
-    )
-    
-    # Document Type
-    document_type = fields.Selection([
-        ('full_application', 'Full ADP Application (14 pages)'),
-        ('pages_11_12', 'Pages 11 & 12 (Signature Pages)'),
-        ('page_11', 'Page 11 Only (Authorizer Signature)'),
-        ('page_12', 'Page 12 Only (Client Signature)'),
-        ('submitted_final', 'Final Submitted Application'),
-        ('assessment_report', 'Assessment Report'),
-        ('assessment_signed', 'Signed Pages from Assessment'),
-        ('other', 'Other Document'),
-    ], string='Document Type', required=True, default='full_application')
-    
-    # File Data
-    file = fields.Binary(
-        string='File',
-        required=True,
-        attachment=True,
-    )
-    
-    filename = fields.Char(
-        string='Filename',
-        required=True,
-    )
-    
-    file_size = fields.Integer(
-        string='File Size (bytes)',
-        compute='_compute_file_size',
-        store=True,
-    )
-    
-    mimetype = fields.Char(
-        string='MIME Type',
-        default='application/pdf',
-    )
-    
-    # Revision Tracking
-    revision = fields.Integer(
-        string='Revision',
-        default=1,
-        readonly=True,
-    )
-    
-    revision_note = fields.Text(
-        string='Revision Note',
-        help='Notes about what changed in this revision',
-    )
-    
-    is_current = fields.Boolean(
-        string='Is Current Version',
-        default=True,
-        index=True,
-    )
-    
-    # Upload Information
-    uploaded_by = fields.Many2one(
-        'res.users',
-        string='Uploaded By',
-        default=lambda self: self.env.user,
-        readonly=True,
-    )
-    
-    upload_date = fields.Datetime(
-        string='Upload Date',
-        default=fields.Datetime.now,
-        readonly=True,
-    )
-    
-    source = fields.Selection([
-        ('authorizer', 'Authorizer Portal'),
-        ('sales_rep', 'Sales Rep Portal'),
-        ('internal', 'Internal User'),
-        ('assessment', 'Assessment Form'),
-    ], string='Source', default='internal')
-    
-    # Display
-    display_name = fields.Char(
-        string='Display Name',
-        compute='_compute_display_name',
-        store=True,
-    )
-
-    @api.depends('file')
-    def _compute_file_size(self):
-        for doc in self:
-            if doc.file:
-                doc.file_size = len(base64.b64decode(doc.file))
-            else:
-                doc.file_size = 0
-
-    @api.depends('document_type', 'filename', 'revision')
-    def _compute_display_name(self):
-        type_labels = dict(self._fields['document_type'].selection)
-        for doc in self:
-            type_label = type_labels.get(doc.document_type, doc.document_type)
-            doc.display_name = f"{type_label} - v{doc.revision} ({doc.filename or 'No file'})"
-
-    @api.model_create_multi
-    def create(self, vals_list):
-        """Override create to handle revision numbering"""
-        for vals in vals_list:
-            # Find existing documents of the same type for the same order/assessment
-            domain = [('document_type', '=', vals.get('document_type'))]
-            
-            if vals.get('sale_order_id'):
-                domain.append(('sale_order_id', '=', vals.get('sale_order_id')))
-            if vals.get('assessment_id'):
-                domain.append(('assessment_id', '=', vals.get('assessment_id')))
-            
-            existing = self.search(domain, order='revision desc', limit=1)
-            
-            if existing:
-                # Mark existing as not current and increment revision
-                existing.is_current = False
-                vals['revision'] = existing.revision + 1
-            else:
-                vals['revision'] = 1
-            
-            vals['is_current'] = True
-        
-        return super().create(vals_list)
-
-    def action_download(self):
-        """Download the document"""
-        self.ensure_one()
-        return {
-            'type': 'ir.actions.act_url',
-            'url': f'/web/content/{self._name}/{self.id}/file/{self.filename}?download=true',
-            'target': 'self',
-        }
-
-    def get_document_url(self):
-        """Get the download URL for portal access"""
-        self.ensure_one()
-        return f'/my/authorizer/document/{self.id}/download'
-
-    @api.model
-    def get_documents_for_order(self, sale_order_id, document_type=None, current_only=True):
-        """Get documents for a sale order, optionally filtered by type"""
-        domain = [('sale_order_id', '=', sale_order_id)]
-        if document_type:
-            domain.append(('document_type', '=', document_type))
-        if current_only:
-            domain.append(('is_current', '=', True))
-        return self.search(domain, order='document_type, revision desc')
-
-    @api.model
-    def get_revision_history(self, sale_order_id, document_type):
-        """Get all revisions of a specific document type"""
-        return self.search([
-            ('sale_order_id', '=', sale_order_id),
-            ('document_type', '=', document_type),
-        ], order='revision desc')

fusion_authorizer_portal/fusion_authorizer_portal/models/authorizer_comment.py

@@ -1,85 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from odoo import api, fields, models, _
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class AuthorizerComment(models.Model):
-    _name = 'fusion.authorizer.comment'
-    _description = 'Authorizer/Sales Rep Comment'
-    _order = 'create_date desc'
-    _rec_name = 'display_name'
-
-    sale_order_id = fields.Many2one(
-        'sale.order',
-        string='Sale Order',
-        required=True,
-        ondelete='cascade',
-        index=True,
-    )
-    
-    assessment_id = fields.Many2one(
-        'fusion.assessment',
-        string='Assessment',
-        ondelete='cascade',
-        index=True,
-    )
-    
-    author_id = fields.Many2one(
-        'res.partner',
-        string='Author',
-        required=True,
-        default=lambda self: self.env.user.partner_id,
-        index=True,
-    )
-    
-    author_user_id = fields.Many2one(
-        'res.users',
-        string='Author User',
-        default=lambda self: self.env.user,
-        index=True,
-    )
-    
-    comment = fields.Text(
-        string='Comment',
-        required=True,
-    )
-    
-    comment_type = fields.Selection([
-        ('general', 'General Comment'),
-        ('question', 'Question'),
-        ('update', 'Status Update'),
-        ('internal', 'Internal Note'),
-    ], string='Type', default='general')
-    
-    is_internal = fields.Boolean(
-        string='Internal Only',
-        default=False,
-        help='If checked, this comment will not be visible to portal users',
-    )
-    
-    display_name = fields.Char(
-        string='Display Name',
-        compute='_compute_display_name',
-        store=True,
-    )
-
-    @api.depends('author_id', 'create_date')
-    def _compute_display_name(self):
-        for comment in self:
-            if comment.author_id and comment.create_date:
-                comment.display_name = f"{comment.author_id.name} - {comment.create_date.strftime('%Y-%m-%d %H:%M')}"
-            else:
-                comment.display_name = _('New Comment')
-
-    @api.model_create_multi
-    def create(self, vals_list):
-        """Override create to set author from current user if not provided"""
-        for vals in vals_list:
-            if not vals.get('author_id'):
-                vals['author_id'] = self.env.user.partner_id.id
-            if not vals.get('author_user_id'):
-                vals['author_user_id'] = self.env.user.id
-        return super().create(vals_list)

fusion_authorizer_portal/fusion_authorizer_portal/models/pdf_template.py

@@ -1,328 +0,0 @@
-# -*- coding: utf-8 -*-
-# Fusion PDF Template Engine
-# Generic system for filling any funding agency's PDF forms
-
-import base64
-import logging
-from io import BytesIO
-
-from odoo import api, fields, models, _
-from odoo.exceptions import UserError
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionPdfTemplate(models.Model):
-    _name = 'fusion.pdf.template'
-    _description = 'PDF Form Template'
-    _order = 'category, name'
-
-    name = fields.Char(string='Template Name', required=True)
-    category = fields.Selection([
-        ('adp', 'ADP - Assistive Devices Program'),
-        ('mod', 'March of Dimes'),
-        ('odsp', 'ODSP'),
-        ('hardship', 'Hardship Funding'),
-        ('other', 'Other'),
-    ], string='Funding Agency', required=True, default='adp')
-    version = fields.Char(string='Form Version', default='1.0')
-    state = fields.Selection([
-        ('draft', 'Draft'),
-        ('active', 'Active'),
-        ('archived', 'Archived'),
-    ], string='Status', default='draft', tracking=True)
-
-    # The actual PDF template file
-    pdf_file = fields.Binary(string='PDF Template', required=True, attachment=True)
-    pdf_filename = fields.Char(string='PDF Filename')
-    page_count = fields.Integer(
-        string='Page Count',
-        compute='_compute_page_count',
-        store=True,
-    )
-
-    # Page preview images for the visual editor
-    preview_ids = fields.One2many(
-        'fusion.pdf.template.preview', 'template_id',
-        string='Page Previews',
-    )
-
-    # Field positions configured via the visual editor
-    field_ids = fields.One2many(
-        'fusion.pdf.template.field', 'template_id',
-        string='Template Fields',
-    )
-    field_count = fields.Integer(
-        string='Fields',
-        compute='_compute_field_count',
-    )
-
-    notes = fields.Text(
-        string='Notes',
-        help='Usage notes, which assessments/forms use this template',
-    )
-
-    def write(self, vals):
-        res = super().write(vals)
-        if 'pdf_file' in vals and vals['pdf_file']:
-            for rec in self:
-                try:
-                    rec.action_generate_previews()
-                except Exception as e:
-                    _logger.warning("Auto preview generation failed for %s: %s", rec.name, e)
-        return res
-
-    @api.model_create_multi
-    def create(self, vals_list):
-        records = super().create(vals_list)
-        for rec in records:
-            if rec.pdf_file:
-                try:
-                    rec.action_generate_previews()
-                except Exception as e:
-                    _logger.warning("Auto preview generation failed for %s: %s", rec.name, e)
-        return records
-
-    @api.depends('pdf_file')
-    def _compute_page_count(self):
-        for rec in self:
-            if rec.pdf_file:
-                try:
-                    from odoo.tools.pdf import PdfFileReader
-                    pdf_data = base64.b64decode(rec.pdf_file)
-                    reader = PdfFileReader(BytesIO(pdf_data))
-                    rec.page_count = reader.getNumPages()
-                except Exception as e:
-                    _logger.warning("Could not read PDF page count: %s", e)
-                    rec.page_count = 0
-            else:
-                rec.page_count = 0
-
-    def action_generate_previews(self):
-        """Generate PNG preview images from the PDF using poppler (pdftoppm).
-        Falls back gracefully if the PDF is protected or poppler is not available.
-        """
-        self.ensure_one()
-        if not self.pdf_file:
-            raise UserError(_('Please upload a PDF file first.'))
-
-        import subprocess
-        import tempfile
-        import os
-
-        pdf_data = base64.b64decode(self.pdf_file)
-
-        try:
-            with tempfile.TemporaryDirectory() as tmpdir:
-                pdf_path = os.path.join(tmpdir, 'template.pdf')
-                with open(pdf_path, 'wb') as f:
-                    f.write(pdf_data)
-
-                # Use pdftoppm to convert each page to PNG
-                result = subprocess.run(
-                    ['pdftoppm', '-png', '-r', '200', pdf_path, os.path.join(tmpdir, 'page')],
-                    capture_output=True, timeout=30,
-                )
-
-                if result.returncode != 0:
-                    stderr = result.stderr.decode('utf-8', errors='replace')
-                    _logger.warning("pdftoppm failed: %s", stderr)
-                    raise UserError(_(
-                        'Could not generate previews automatically. '
-                        'The PDF may be protected. Please upload preview images manually '
-                        'in the Page Previews tab (screenshots of each page).'
-                    ))
-
-                # Find generated PNG files
-                png_files = sorted([
-                    f for f in os.listdir(tmpdir)
-                    if f.startswith('page-') and f.endswith('.png')
-                ])
-
-                if not png_files:
-                    raise UserError(_('No pages were generated. Please upload preview images manually.'))
-
-                # Delete existing previews
-                self.preview_ids.unlink()
-
-                # Create preview records
-                for idx, png_file in enumerate(png_files):
-                    png_path = os.path.join(tmpdir, png_file)
-                    with open(png_path, 'rb') as f:
-                        image_data = base64.b64encode(f.read())
-
-                    self.env['fusion.pdf.template.preview'].create({
-                        'template_id': self.id,
-                        'page': idx + 1,
-                        'image': image_data,
-                        'image_filename': f'page_{idx + 1}.png',
-                    })
-
-                _logger.info("Generated %d preview images for template %s", len(png_files), self.name)
-
-        except subprocess.TimeoutExpired:
-            raise UserError(_('PDF conversion timed out. Please upload preview images manually.'))
-        except FileNotFoundError:
-            raise UserError(_(
-                'poppler-utils (pdftoppm) is not installed on the server. '
-                'Please upload preview images manually in the Page Previews tab.'
-            ))
-
-    @api.depends('field_ids')
-    def _compute_field_count(self):
-        for rec in self:
-            rec.field_count = len(rec.field_ids)
-
-    def action_activate(self):
-        """Set template to active."""
-        self.ensure_one()
-        if not self.pdf_file:
-            raise UserError(_('Please upload a PDF file before activating.'))
-        self.state = 'active'
-
-    def action_archive(self):
-        """Archive the template."""
-        self.ensure_one()
-        self.state = 'archived'
-
-    def action_reset_draft(self):
-        """Reset to draft."""
-        self.ensure_one()
-        self.state = 'draft'
-
-    def action_open_field_editor(self):
-        """Open the visual field position editor."""
-        self.ensure_one()
-        return {
-            'type': 'ir.actions.act_url',
-            'url': f'/fusion/pdf-editor/{self.id}',
-            'target': 'new',
-        }
-
-    def generate_filled_pdf(self, context_data, signatures=None):
-        """Generate a filled PDF using this template and the provided data.
-
-        Args:
-            context_data: flat dict of {field_key: value}
-            signatures: dict of {field_key: binary_png} for signature fields
-
-        Returns:
-            bytes of the filled PDF
-        """
-        self.ensure_one()
-        if not self.pdf_file:
-            raise UserError(_('Template has no PDF file.'))
-        if self.state != 'active':
-            _logger.warning("Generating PDF from non-active template %s", self.name)
-
-        from ..utils.pdf_filler import PDFTemplateFiller
-
-        template_bytes = base64.b64decode(self.pdf_file)
-
-        # Build fields_by_page dict
-        fields_by_page = {}
-        for field in self.field_ids.filtered(lambda f: f.is_active):
-            page = field.page
-            if page not in fields_by_page:
-                fields_by_page[page] = []
-            fields_by_page[page].append({
-                'field_name': field.name,
-                'field_key': field.field_key or field.name,
-                'pos_x': field.pos_x,
-                'pos_y': field.pos_y,
-                'width': field.width,
-                'height': field.height,
-                'field_type': field.field_type,
-                'font_size': field.font_size,
-                'font_name': field.font_name or 'Helvetica',
-                'text_align': field.text_align or 'left',
-            })
-
-        return PDFTemplateFiller.fill_template(
-            template_bytes, fields_by_page, context_data, signatures
-        )
-
-
-class FusionPdfTemplatePreview(models.Model):
-    _name = 'fusion.pdf.template.preview'
-    _description = 'PDF Template Page Preview'
-    _order = 'page'
-
-    template_id = fields.Many2one(
-        'fusion.pdf.template', string='Template',
-        required=True, ondelete='cascade', index=True,
-    )
-    page = fields.Integer(string='Page Number', required=True, default=1)
-    image = fields.Binary(string='Page Image (PNG)', attachment=True)
-    image_filename = fields.Char(string='Image Filename')
-
-
-class FusionPdfTemplateField(models.Model):
-    _name = 'fusion.pdf.template.field'
-    _description = 'PDF Template Field'
-    _order = 'page, sequence'
-
-    template_id = fields.Many2one(
-        'fusion.pdf.template', string='Template',
-        required=True, ondelete='cascade', index=True,
-    )
-    name = fields.Char(
-        string='Field Name', required=True,
-        help='Internal identifier, e.g. client_last_name',
-    )
-    label = fields.Char(
-        string='Display Label',
-        help='Human-readable label shown in the editor, e.g. "Last Name"',
-    )
-    sequence = fields.Integer(string='Sequence', default=10)
-    page = fields.Integer(string='Page', default=1, required=True)
-
-    # Percentage-based positioning (0.0 to 1.0) -- same as sign.item
-    pos_x = fields.Float(
-        string='Position X', digits=(4, 3),
-        help='Horizontal position as ratio (0.0 = left edge, 1.0 = right edge)',
-    )
-    pos_y = fields.Float(
-        string='Position Y', digits=(4, 3),
-        help='Vertical position as ratio (0.0 = top edge, 1.0 = bottom edge)',
-    )
-    width = fields.Float(
-        string='Width', digits=(4, 3), default=0.150,
-        help='Width as ratio of page width',
-    )
-    height = fields.Float(
-        string='Height', digits=(4, 3), default=0.015,
-        help='Height as ratio of page height',
-    )
-
-    # Rendering settings
-    field_type = fields.Selection([
-        ('text', 'Text'),
-        ('checkbox', 'Checkbox'),
-        ('signature', 'Signature Image'),
-        ('date', 'Date'),
-    ], string='Field Type', default='text', required=True)
-    font_size = fields.Float(string='Font Size', default=10.0)
-    font_name = fields.Selection([
-        ('Helvetica', 'Helvetica'),
-        ('Courier', 'Courier'),
-        ('Times-Roman', 'Times Roman'),
-    ], string='Font', default='Helvetica')
-    text_align = fields.Selection([
-        ('left', 'Left'),
-        ('center', 'Center'),
-        ('right', 'Right'),
-    ], string='Text Alignment', default='left')
-
-    # Data mapping
-    field_key = fields.Char(
-        string='Data Key',
-        help='Key to look up in the data context dict.\n'
-             'Examples: client_last_name, client_health_card, consent_date, signature_page_11\n'
-             'The generating code passes a flat dict of all available data.',
-    )
-    default_value = fields.Char(
-        string='Default Value',
-        help='Fallback value if field_key returns empty',
-    )
-    is_active = fields.Boolean(string='Active', default=True)

fusion_authorizer_portal/fusion_authorizer_portal/models/res_partner.py

@@ -1,764 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from odoo import api, fields, models, _
-from odoo.exceptions import UserError
-from markupsafe import Markup, escape
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class ResPartner(models.Model):
-    _inherit = 'res.partner'
-
-    # Portal Role Flags
-    is_authorizer = fields.Boolean(
-        string='Is Authorizer',
-        default=False,
-        help='Check if this partner is an Authorizer (OT/Therapist) who can access the Authorizer Portal',
-    )
-    is_sales_rep_portal = fields.Boolean(
-        string='Is Sales Rep (Portal)',
-        default=False,
-        help='Check if this partner is a Sales Rep who can access the Sales Rep Portal',
-    )
-    is_client_portal = fields.Boolean(
-        string='Is Client (Portal)',
-        default=False,
-        help='Check if this partner can access the Funding Claims Portal to view their claims',
-    )
-    is_technician_portal = fields.Boolean(
-        string='Is Technician (Portal)',
-        default=False,
-        help='Check if this partner is a Field Technician who can access the Technician Portal for deliveries',
-    )
-    
-    # Computed field for assigned deliveries (for technicians)
-    assigned_delivery_count = fields.Integer(
-        string='Assigned Deliveries',
-        compute='_compute_assigned_delivery_count',
-        help='Number of sale orders assigned to this partner as delivery technician',
-    )
-
-    # Geocoding coordinates (for travel time calculations)
-    x_fc_latitude = fields.Float(
-        string='Latitude',
-        digits=(10, 7),
-        help='GPS latitude of the partner address (auto-geocoded)',
-    )
-    x_fc_longitude = fields.Float(
-        string='Longitude',
-        digits=(10, 7),
-        help='GPS longitude of the partner address (auto-geocoded)',
-    )
-    
-    # Link to portal user account
-    authorizer_portal_user_id = fields.Many2one(
-        'res.users',
-        string='Portal User Account',
-        help='The portal user account linked to this authorizer/sales rep',
-        copy=False,
-    )
-    
-    # Portal access status tracking
-    portal_access_status = fields.Selection(
-        selection=[
-            ('no_access', 'No Access'),
-            ('invited', 'Invited'),
-            ('active', 'Active'),
-        ],
-        string='Portal Status',
-        compute='_compute_portal_access_status',
-        store=True,
-        help='Tracks portal access: No Access = no portal user, Invited = user created but never logged in, Active = user has logged in',
-    )
-    
-    # Computed counts
-    assigned_case_count = fields.Integer(
-        string='Assigned Cases',
-        compute='_compute_assigned_case_count',
-        help='Number of sale orders assigned to this partner as authorizer',
-    )
-    
-    assessment_count = fields.Integer(
-        string='Assessments',
-        compute='_compute_assessment_count',
-        help='Number of assessments linked to this partner',
-    )
-
-    @api.depends('authorizer_portal_user_id', 'authorizer_portal_user_id.login_date')
-    def _compute_portal_access_status(self):
-        """Compute portal access status based on user account and login history."""
-        for partner in self:
-            if not partner.authorizer_portal_user_id:
-                partner.portal_access_status = 'no_access'
-            elif partner.authorizer_portal_user_id.login_date:
-                partner.portal_access_status = 'active'
-            else:
-                partner.portal_access_status = 'invited'
-
-    @api.depends('is_authorizer')
-    def _compute_assigned_case_count(self):
-        """Count sale orders where this partner is the authorizer"""
-        SaleOrder = self.env['sale.order'].sudo()
-        for partner in self:
-            if partner.is_authorizer:
-                # Use x_fc_authorizer_id field from fusion_claims
-                domain = [('x_fc_authorizer_id', '=', partner.id)]
-                partner.assigned_case_count = SaleOrder.search_count(domain)
-            else:
-                partner.assigned_case_count = 0
-
-    @api.depends('is_authorizer', 'is_sales_rep_portal')
-    def _compute_assessment_count(self):
-        """Count assessments where this partner is involved"""
-        Assessment = self.env['fusion.assessment'].sudo()
-        for partner in self:
-            count = 0
-            if partner.is_authorizer:
-                count += Assessment.search_count([('authorizer_id', '=', partner.id)])
-            if partner.is_sales_rep_portal and partner.authorizer_portal_user_id:
-                count += Assessment.search_count([('sales_rep_id', '=', partner.authorizer_portal_user_id.id)])
-            partner.assessment_count = count
-
-    @api.depends('is_technician_portal')
-    def _compute_assigned_delivery_count(self):
-        """Count sale orders assigned to this partner as delivery technician"""
-        SaleOrder = self.env['sale.order'].sudo()
-        for partner in self:
-            if partner.is_technician_portal and partner.authorizer_portal_user_id:
-                # Technicians are linked via user_id in x_fc_delivery_technician_ids
-                domain = [('x_fc_delivery_technician_ids', 'in', [partner.authorizer_portal_user_id.id])]
-                partner.assigned_delivery_count = SaleOrder.search_count(domain)
-            else:
-                partner.assigned_delivery_count = 0
-
-    def _assign_portal_role_groups(self, portal_user):
-        """Assign role-specific portal groups to a portal user based on contact checkboxes."""
-        groups_to_add = []
-        if self.is_technician_portal:
-            g = self.env.ref('fusion_authorizer_portal.group_technician_portal', raise_if_not_found=False)
-            if g and g not in portal_user.group_ids:
-                groups_to_add.append((4, g.id))
-        if self.is_authorizer:
-            g = self.env.ref('fusion_authorizer_portal.group_authorizer_portal', raise_if_not_found=False)
-            if g and g not in portal_user.group_ids:
-                groups_to_add.append((4, g.id))
-        if self.is_sales_rep_portal:
-            g = self.env.ref('fusion_authorizer_portal.group_sales_rep_portal', raise_if_not_found=False)
-            if g and g not in portal_user.group_ids:
-                groups_to_add.append((4, g.id))
-        if groups_to_add:
-            portal_user.sudo().write({'group_ids': groups_to_add})
-
-    def _assign_internal_role_groups(self, internal_user):
-        """Assign backend groups to an internal user based on contact checkboxes.
-        Also sets x_fc_is_field_staff so the user appears in technician/staff dropdowns.
-        Returns list of group names that were added."""
-        added = []
-        needs_field_staff = False
-
-        if self.is_technician_portal:
-            # Add Field Technician group
-            g = self.env.ref('fusion_claims.group_field_technician', raise_if_not_found=False)
-            if g and g not in internal_user.group_ids:
-                internal_user.sudo().write({'group_ids': [(4, g.id)]})
-                added.append('Field Technician')
-            needs_field_staff = True
-
-        if self.is_sales_rep_portal:
-            # Internal sales reps don't need a portal group but should show in staff dropdowns
-            added.append('Sales Rep (internal)')
-            needs_field_staff = True
-
-        if self.is_authorizer:
-            # Internal authorizers already have full backend access
-            added.append('Authorizer (internal)')
-
-        # Mark as field staff so they appear in technician/delivery dropdowns
-        if needs_field_staff and hasattr(internal_user, 'x_fc_is_field_staff'):
-            if not internal_user.x_fc_is_field_staff:
-                internal_user.sudo().write({'x_fc_is_field_staff': True})
-                added.append('Field Staff')
-
-        return added
-
-    def action_grant_portal_access(self):
-        """Grant portal access to this partner, or update permissions for existing users."""
-        self.ensure_one()
-        
-        if not self.email:
-            raise UserError(_('Please set an email address before granting portal access.'))
-        
-        email_normalized = self.email.strip().lower()
-        
-        # ── Step 1: Find existing user ──
-        # Search by partner_id first (direct link)
-        existing_user = self.env['res.users'].sudo().search([
-            ('partner_id', '=', self.id),
-        ], limit=1)
-
-        # If not found by partner, search by email (handles internal users
-        # whose auto-created partner is different from this contact)
-        if not existing_user:
-            existing_user = self.env['res.users'].sudo().search([
-                '|',
-                ('login', '=ilike', email_normalized),
-                ('email', '=ilike', email_normalized),
-            ], limit=1)
-
-        # ── Step 2: Handle existing user ──
-        if existing_user:
-            from datetime import datetime
-            self.authorizer_portal_user_id = existing_user
-
-            if not existing_user.share:
-                # ── INTERNAL user: assign backend groups, do NOT add portal ──
-                groups_added = self._assign_internal_role_groups(existing_user)
-                groups_text = ', '.join(groups_added) if groups_added else 'No new groups needed'
-                chatter_msg = Markup(
-                    '<div style="border: 1px solid #6f42c1; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
-                    '<div style="background: #6f42c1; color: white; padding: 10px 12px; font-weight: 600;">'
-                    '<i class="fa fa-user-circle"></i> Internal User &mdash; Permissions Updated'
-                    '</div>'
-                    '<div style="padding: 12px; background: #f8f5ff;">'
-                    '<table style="font-size: 13px; width: 100%;">'
-                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">User:</td><td>{escape(existing_user.name)} (ID: {existing_user.id})</td></tr>'
-                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Login:</td><td>{escape(existing_user.login)}</td></tr>'
-                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Type:</td><td>Internal (backend) user</td></tr>'
-                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Groups added:</td><td>{escape(groups_text)}</td></tr>'
-                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Updated by:</td><td>{escape(self.env.user.name)}</td></tr>'
-                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Updated at:</td><td>{datetime.now().strftime("%Y-%m-%d %H:%M:%S")}</td></tr>'
-                    '</table>'
-                    '</div>'
-                    '</div>'
-                )
-                self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
-                notify_msg = _('Internal user detected. Backend permissions updated: %s') % groups_text
-            else:
-                # ── Existing PORTAL user: ensure role groups are set ──
-                portal_group = self.env.ref('base.group_portal', raise_if_not_found=False)
-                if portal_group and portal_group not in existing_user.group_ids:
-                    existing_user.sudo().write({'group_ids': [(4, portal_group.id)]})
-                self._assign_portal_role_groups(existing_user)
-                chatter_msg = Markup(
-                    '<div style="border: 1px solid #17a2b8; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
-                    '<div style="background: #17a2b8; color: white; padding: 10px 12px; font-weight: 600;">'
-                    '<i class="fa fa-check-circle"></i> Portal Access &mdash; Roles Updated'
-                    '</div>'
-                    '<div style="padding: 12px; background: #f0f9ff;">'
-                    '<table style="font-size: 13px; width: 100%;">'
-                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Status:</td><td>Portal user exists &mdash; roles updated</td></tr>'
-                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">User:</td><td>{escape(existing_user.name)} (ID: {existing_user.id})</td></tr>'
-                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Login:</td><td>{escape(existing_user.login)}</td></tr>'
-                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Checked by:</td><td>{escape(self.env.user.name)}</td></tr>'
-                    f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Checked at:</td><td>{datetime.now().strftime("%Y-%m-%d %H:%M:%S")}</td></tr>'
-                    '</table>'
-                    '</div>'
-                    '</div>'
-                )
-                self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
-                notify_msg = _('Portal user already exists — role groups updated (User ID: %s).') % existing_user.id
-
-            return {
-                'type': 'ir.actions.client',
-                'tag': 'display_notification',
-                'params': {
-                    'title': _('Access Updated'),
-                    'message': notify_msg,
-                    'type': 'info',
-                    'sticky': False,
-                }
-            }
-        
-        # No existing user found - create portal user directly
-        portal_group = self.env.ref('base.group_portal', raise_if_not_found=False)
-        if not portal_group:
-            raise UserError(_('Portal group not found. Please contact administrator.'))
-        
-        try:
-            # Create user without groups first (Odoo 17+ compatibility)
-            portal_user = self.env['res.users'].sudo().with_context(no_reset_password=True, knowledge_skip_onboarding_article=True).create({
-                'name': self.name,
-                'login': email_normalized,
-                'email': self.email,
-                'partner_id': self.id,
-                'active': True,
-            })
-            # Add portal group after creation
-            portal_user.sudo().write({
-                'group_ids': [(6, 0, [portal_group.id])],
-            })
-            # Assign role-specific portal groups based on contact checkboxes
-            self._assign_portal_role_groups(portal_user)
-            self.authorizer_portal_user_id = portal_user
-            
-            # Create welcome Knowledge article for the user
-            self._create_welcome_article(portal_user)
-            
-            # Send professional portal invitation email
-            email_sent = False
-            try:
-                email_sent = self._send_portal_invitation_email(portal_user)
-            except Exception as mail_error:
-                _logger.warning(f"Could not send portal invitation email: {mail_error}")
-            
-            # Post message in chatter
-            sent_by = self.env.user.name
-            from datetime import datetime
-            sent_at = datetime.now().strftime('%Y-%m-%d %H:%M:%S')
-            
-            if email_sent:
-                status_text = '<span style="color: green;">Invitation email sent successfully</span>'
-                border_color = '#28a745'
-                header_bg = '#28a745'
-                body_bg = '#f0fff0'
-            else:
-                status_text = '<span style="color: orange;">User created but email could not be sent</span>'
-                border_color = '#fd7e14'
-                header_bg = '#fd7e14'
-                body_bg = '#fff8f0'
-            
-            chatter_msg = Markup(
-                f'<div style="border: 1px solid {border_color}; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
-                f'<div style="background: {header_bg}; color: white; padding: 10px 12px; font-weight: 600;">'
-                '<i class="fa fa-envelope"></i> Portal Access Granted'
-                '</div>'
-                f'<div style="padding: 12px; background: {body_bg};">'
-                '<table style="font-size: 13px; width: 100%;">'
-                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Email:</td><td>{self.email}</td></tr>'
-                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent by:</td><td>{sent_by}</td></tr>'
-                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent at:</td><td>{sent_at}</td></tr>'
-                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">User ID:</td><td>{portal_user.id}</td></tr>'
-                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Status:</td><td>{status_text}</td></tr>'
-                '</table>'
-                '</div>'
-                '</div>'
-            )
-            
-            self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
-            
-            return {
-                'type': 'ir.actions.client',
-                'tag': 'display_notification',
-                'params': {
-                    'title': _('Portal Access Granted'),
-                    'message': _('Portal user created for %s. A password reset email has been sent.') % self.email,
-                    'type': 'success',
-                    'sticky': False,
-                }
-            }
-        except Exception as e:
-            _logger.error(f"Failed to create portal user: {e}")
-            raise UserError(_('Failed to create portal user: %s') % str(e))
-
-    def _create_welcome_article(self, portal_user):
-        """Create a role-specific welcome Knowledge article for the new portal user.
-        
-        Determines the role from partner flags and renders the matching template.
-        The article is private to the user and set as a favorite.
-        """
-        self.ensure_one()
-        
-        # Check if Knowledge module is installed
-        if 'knowledge.article' not in self.env:
-            _logger.info("Knowledge module not installed, skipping welcome article")
-            return
-        
-        # Determine role and template
-        if self.is_technician_portal:
-            template_xmlid = 'fusion_authorizer_portal.welcome_article_technician'
-            icon = '🔧'
-            title = f"Welcome {self.name} - Technician Portal"
-        elif self.is_authorizer:
-            template_xmlid = 'fusion_authorizer_portal.welcome_article_authorizer'
-            icon = '📋'
-            title = f"Welcome {self.name} - Authorizer Portal"
-        elif self.is_sales_rep_portal:
-            template_xmlid = 'fusion_authorizer_portal.welcome_article_sales_rep'
-            icon = '💼'
-            title = f"Welcome {self.name} - Sales Portal"
-        elif self.is_client_portal:
-            template_xmlid = 'fusion_authorizer_portal.welcome_article_client'
-            icon = '👤'
-            title = f"Welcome {self.name}"
-        else:
-            template_xmlid = 'fusion_authorizer_portal.welcome_article_client'
-            icon = '👋'
-            title = f"Welcome {self.name}"
-        
-        company = self.env.company
-        render_ctx = {
-            'user_name': self.name or 'Valued Partner',
-            'company_name': company.name or 'Our Company',
-            'company_email': company.email or '',
-            'company_phone': company.phone or '',
-        }
-        
-        try:
-            body = self.env['ir.qweb']._render(
-                template_xmlid,
-                render_ctx,
-                minimal_qcontext=True,
-                raise_if_not_found=False,
-            )
-            
-            if not body:
-                _logger.warning(f"Welcome article template not found: {template_xmlid}")
-                return
-            
-            article = self.env['knowledge.article'].sudo().create({
-                'name': title,
-                'icon': icon,
-                'body': body,
-                'internal_permission': 'none',
-                'is_article_visible_by_everyone': False,
-                'article_member_ids': [(0, 0, {
-                    'partner_id': self.id,
-                    'permission': 'write',
-                })],
-                'favorite_ids': [(0, 0, {
-                    'sequence': 0,
-                    'user_id': portal_user.id,
-                })],
-            })
-            
-            _logger.info(f"Created welcome article '{title}' (ID: {article.id}) for {self.name}")
-            
-        except Exception as e:
-            _logger.warning(f"Failed to create welcome article for {self.name}: {e}")
-
-    def _send_portal_invitation_email(self, portal_user, is_resend=False):
-        """Send a professional portal invitation email to the partner.
-        
-        Generates a signup URL and sends a branded invitation email
-        instead of the generic Odoo password reset email.
-        
-        Returns True if email was sent successfully, False otherwise.
-        """
-        self.ensure_one()
-        
-        # Generate signup token and build URL
-        partner = portal_user.sudo().partner_id
-        
-        # Set signup type to 'signup' - this auto-logs in after password is set
-        partner.signup_prepare(signup_type='signup')
-        
-        # Use Odoo's built-in URL generation with signup_email context
-        # so the email is pre-filled and user just sets password
-        signup_urls = partner.with_context(
-            signup_valid=True,
-            create_user=True,
-        )._get_signup_url_for_action()
-        signup_url = signup_urls.get(partner.id)
-        
-        if not signup_url:
-            base_url = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
-            signup_url = f"{base_url}/web/reset_password"
-            _logger.warning(f"Could not generate signup URL for {self.email}, using generic reset page")
-        
-        company = self.env.company
-        company_name = company.name or 'Our Company'
-        base_url = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
-        partner_name = self.name or 'Valued Partner'
-        
-        subject = f"You're Invited to the {company_name} Portal" if not is_resend else f"Portal Access Reminder - {company_name}"
-        
-        invite_text = 'We are pleased to invite you' if not is_resend else 'This is a reminder that you have been invited'
-        body_html = (
-            f'<div style="font-family:-apple-system,BlinkMacSystemFont,\'Segoe UI\',Roboto,Arial,sans-serif;'
-            f'max-width:600px;margin:0 auto;color:#2d3748;">'
-            f'<div style="height:4px;background-color:#2B6CB0;"></div>'
-            f'<div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">'
-            f'<p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;'
-            f'text-transform:uppercase;margin:0 0 24px 0;">{company_name}</p>'
-            f'<h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">Portal Invitation</h2>'
-            f'<p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">'
-            f'Dear {partner_name}, {invite_text} to access the <strong>{company_name} Portal</strong>.</p>'
-            f'<p style="color:#2d3748;font-size:14px;line-height:1.6;margin:0 0 20px 0;">'
-            f'With the portal you can:</p>'
-            f'<ul style="color:#2d3748;font-size:14px;line-height:1.8;margin:0 0 24px 0;padding-left:20px;">'
-            f'<li>View and manage your assigned cases</li>'
-            f'<li>Complete assessments online</li>'
-            f'<li>Track application status and progress</li>'
-            f'<li>Access important documents</li></ul>'
-            f'<p style="text-align:center;margin:28px 0;">'
-            f'<a href="{signup_url}" style="display:inline-block;background:#2B6CB0;color:#ffffff;'
-            f'padding:12px 28px;text-decoration:none;border-radius:6px;font-size:14px;font-weight:600;">'
-            f'Accept Invitation &amp; Set Password</a></p>'
-            f'<p style="font-size:12px;color:#718096;text-align:center;margin:0 0 20px 0;">'
-            f'If the button does not work, copy this link: '
-            f'<a href="{signup_url}" style="color:#2B6CB0;word-break:break-all;">{signup_url}</a></p>'
-            f'<div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">'
-            f'<p style="margin:0;font-size:14px;color:#2d3748;">'
-            f'After setting your password, access the portal anytime at: '
-            f'<a href="{base_url}/my" style="color:#2B6CB0;">{base_url}/my</a></p></div>'
-            f'<p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">'
-            f'Best regards,<br/><strong>{company_name} Team</strong></p>'
-            f'</div>'
-            f'<div style="padding:16px 28px;text-align:center;">'
-            f'<p style="color:#a0aec0;font-size:11px;margin:0;">'
-            f'This is an automated message from {company_name}.</p></div></div>'
-        )
-        
-        mail_values = {
-            'subject': subject,
-            'body_html': body_html,
-            'email_to': self.email,
-            'email_from': company.email or self.env.user.email or 'noreply@example.com',
-            'auto_delete': True,
-        }
-        
-        try:
-            mail = self.env['mail.mail'].sudo().create(mail_values)
-            mail.send()
-            _logger.info(f"Portal invitation email sent to {self.email}")
-            return True
-        except Exception as e:
-            _logger.error(f"Failed to send portal invitation email to {self.email}: {e}")
-            return False
-
-    def action_resend_portal_invitation(self):
-        """Resend portal invitation email to an existing portal user."""
-        self.ensure_one()
-        
-        if not self.authorizer_portal_user_id:
-            raise UserError(_('No portal user found for this contact. Use "Send Portal Invitation" instead.'))
-        
-        portal_user = self.authorizer_portal_user_id
-        
-        # Send professional portal invitation email
-        email_sent = False
-        try:
-            email_sent = self._send_portal_invitation_email(portal_user, is_resend=True)
-        except Exception as mail_error:
-            _logger.warning(f"Could not send portal invitation email: {mail_error}")
-        
-        # Post in chatter
-        from datetime import datetime
-        sent_by = self.env.user.name
-        sent_at = datetime.now().strftime('%Y-%m-%d %H:%M:%S')
-        
-        if email_sent:
-            chatter_msg = Markup(
-                '<div style="border: 1px solid #17a2b8; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
-                '<div style="background: #17a2b8; color: white; padding: 10px 12px; font-weight: 600;">'
-                '<i class="fa fa-refresh"></i> Portal Invitation Resent'
-                '</div>'
-                '<div style="padding: 12px; background: #f0f9ff;">'
-                '<table style="font-size: 13px; width: 100%%;">'
-                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Email:</td><td>{self.email}</td></tr>'
-                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent by:</td><td>{sent_by}</td></tr>'
-                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent at:</td><td>{sent_at}</td></tr>'
-                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">User ID:</td><td>{portal_user.id}</td></tr>'
-                '<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Status:</td>'
-                '<td style="color: green;">Invitation email resent successfully</td></tr>'
-                '</table>'
-                '</div>'
-                '</div>'
-            )
-        else:
-            chatter_msg = Markup(
-                '<div style="border: 1px solid #fd7e14; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
-                '<div style="background: #fd7e14; color: white; padding: 10px 12px; font-weight: 600;">'
-                '<i class="fa fa-refresh"></i> Portal Invitation Resend Attempted'
-                '</div>'
-                '<div style="padding: 12px; background: #fff8f0;">'
-                '<table style="font-size: 13px; width: 100%%;">'
-                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Email:</td><td>{self.email}</td></tr>'
-                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent by:</td><td>{sent_by}</td></tr>'
-                f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent at:</td><td>{sent_at}</td></tr>'
-                '<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Status:</td>'
-                '<td style="color: orange;">Email could not be sent - check mail configuration</td></tr>'
-                '</table>'
-                '</div>'
-                '</div>'
-            )
-        
-        self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
-        
-        return {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': _('Portal Invitation Resent') if email_sent else _('Email Failed'),
-                'message': _('Portal invitation resent to %s.') % self.email if email_sent else _('Could not send email. Check mail configuration.'),
-                'type': 'success' if email_sent else 'warning',
-                'sticky': False,
-            }
-        }
-
-    def action_view_assigned_cases(self):
-        """Open the list of assigned sale orders"""
-        self.ensure_one()
-        return {
-            'type': 'ir.actions.act_window',
-            'name': _('Assigned Cases'),
-            'res_model': 'sale.order',
-            'view_mode': 'list,form',
-            'domain': [('x_fc_authorizer_id', '=', self.id)],
-            'context': {'default_x_fc_authorizer_id': self.id},
-        }
-
-    def action_view_assessments(self):
-        """Open the list of assessments for this partner"""
-        self.ensure_one()
-        domain = []
-        if self.is_authorizer:
-            domain = [('authorizer_id', '=', self.id)]
-        elif self.is_sales_rep_portal and self.authorizer_portal_user_id:
-            domain = [('sales_rep_id', '=', self.authorizer_portal_user_id.id)]
-        
-        return {
-            'type': 'ir.actions.act_window',
-            'name': _('Assessments'),
-            'res_model': 'fusion.assessment',
-            'view_mode': 'list,form',
-            'domain': domain,
-        }
-
-    # ==================== BATCH ACTIONS ====================
-
-    def action_mark_as_authorizer(self):
-        """Batch action to mark selected contacts as authorizers"""
-        self.write({'is_authorizer': True})
-        return {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': _('Authorizers Updated'),
-                'message': _('%d contact(s) marked as authorizer.') % len(self),
-                'type': 'success',
-                'sticky': False,
-            }
-        }
-
-    def action_batch_send_portal_invitation(self):
-        """Batch action to send portal invitations to selected authorizers"""
-        sent_count = 0
-        skipped_no_email = 0
-        skipped_not_authorizer = 0
-        skipped_has_access = 0
-        errors = []
-        
-        for partner in self:
-            if not partner.is_authorizer:
-                skipped_not_authorizer += 1
-                continue
-            if not partner.email:
-                skipped_no_email += 1
-                continue
-            if partner.authorizer_portal_user_id:
-                skipped_has_access += 1
-                continue
-            
-            try:
-                partner.action_grant_portal_access()
-                sent_count += 1
-            except Exception as e:
-                errors.append(f"{partner.name}: {str(e)}")
-        
-        # Build result message
-        messages = []
-        if sent_count:
-            messages.append(_('%d invitation(s) sent successfully.') % sent_count)
-        if skipped_not_authorizer:
-            messages.append(_('%d skipped (not marked as authorizer).') % skipped_not_authorizer)
-        if skipped_no_email:
-            messages.append(_('%d skipped (no email).') % skipped_no_email)
-        if skipped_has_access:
-            messages.append(_('%d skipped (already has portal access).') % skipped_has_access)
-        if errors:
-            messages.append(_('%d error(s) occurred.') % len(errors))
-        
-        return {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': _('Portal Invitations'),
-                'message': ' '.join(messages),
-                'type': 'success' if sent_count and not errors else 'warning' if not errors else 'danger',
-                'sticky': True if errors else False,
-            }
-        }
-
-    def action_mark_and_send_invitation(self):
-        """Combined action: mark as authorizer and send invitation"""
-        self.action_mark_as_authorizer()
-        return self.action_batch_send_portal_invitation()
-
-    def action_view_assigned_deliveries(self):
-        """Open the list of assigned deliveries for technician"""
-        self.ensure_one()
-        if not self.authorizer_portal_user_id:
-            raise UserError(_('This partner does not have a portal user account.'))
-        return {
-            'type': 'ir.actions.act_window',
-            'name': _('Assigned Deliveries'),
-            'res_model': 'sale.order',
-            'view_mode': 'list,form',
-            'domain': [('x_fc_delivery_technician_ids', 'in', [self.authorizer_portal_user_id.id])],
-        }
-
-    def action_mark_as_technician(self):
-        """Batch action to mark selected contacts as technicians"""
-        self.write({'is_technician_portal': True})
-        return {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': _('Technicians Updated'),
-                'message': _('%d contact(s) marked as technician.') % len(self),
-                'type': 'success',
-                'sticky': False,
-            }
-        }
-
-    # ------------------------------------------------------------------
-    # GEOCODING
-    # ------------------------------------------------------------------
-
-    def _geocode_address(self):
-        """Geocode partner address using Google Geocoding API and cache lat/lng."""
-        import requests as http_requests
-        api_key = self.env['ir.config_parameter'].sudo().get_param(
-            'fusion_claims.google_maps_api_key', ''
-        )
-        if not api_key:
-            return
-
-        for partner in self:
-            parts = [partner.street, partner.city,
-                     partner.state_id.name if partner.state_id else '',
-                     partner.zip]
-            address = ', '.join([p for p in parts if p])
-            if not address:
-                continue
-            try:
-                resp = http_requests.get(
-                    'https://maps.googleapis.com/maps/api/geocode/json',
-                    params={'address': address, 'key': api_key, 'region': 'ca'},
-                    timeout=10,
-                )
-                data = resp.json()
-                if data.get('status') == 'OK' and data.get('results'):
-                    loc = data['results'][0]['geometry']['location']
-                    partner.write({
-                        'x_fc_latitude': loc['lat'],
-                        'x_fc_longitude': loc['lng'],
-                    })
-            except Exception as e:
-                _logger.warning(f"Geocoding failed for partner {partner.id}: {e}")
-
-    def write(self, vals):
-        """Override write to auto-geocode when address changes."""
-        res = super().write(vals)
-        address_fields = {'street', 'city', 'state_id', 'zip', 'country_id'}
-        if address_fields & set(vals.keys()):
-            # Check if distance matrix is enabled before geocoding
-            enabled = self.env['ir.config_parameter'].sudo().get_param(
-                'fusion_claims.google_distance_matrix_enabled', False
-            )
-            if enabled:
-                self._geocode_address()
-        return res

fusion_authorizer_portal/fusion_authorizer_portal/models/res_users.py

@@ -1,119 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from odoo import api, models, _
-from odoo.exceptions import UserError
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class PortalWizardUser(models.TransientModel):
-    """Override standard portal wizard to handle internal users with Fusion roles."""
-    _inherit = 'portal.wizard.user'
-
-    def action_grant_access(self):
-        """Override: Handle Fusion portal roles when granting portal access.
-        - Internal users with Fusion roles: assign backend groups, skip portal.
-        - Portal users with Fusion roles: standard flow + assign role groups.
-        """
-        self.ensure_one()
-        partner = self.partner_id
-
-        # Check if the partner has any Fusion portal flags
-        has_fusion_role = getattr(partner, 'is_technician_portal', False) or \
-                          getattr(partner, 'is_authorizer', False) or \
-                          getattr(partner, 'is_sales_rep_portal', False)
-
-        # Find the linked user
-        user = self.user_id
-        if user and user._is_internal() and has_fusion_role:
-            # Internal user with Fusion roles -- assign backend groups, no portal
-            partner._assign_internal_role_groups(user)
-            partner.authorizer_portal_user_id = user
-            return {
-                'type': 'ir.actions.client',
-                'tag': 'display_notification',
-                'params': {
-                    'title': _('Internal User Updated'),
-                    'message': _('%s is an internal user. Backend permissions updated (no portal access needed).') % partner.name,
-                    'type': 'info',
-                    'sticky': True,
-                }
-            }
-
-        # Standard Odoo portal flow (creates user, sends email, etc.)
-        result = super().action_grant_access()
-
-        # After standard flow, assign Fusion portal role groups
-        if has_fusion_role:
-            portal_user = self.user_id
-            if not portal_user:
-                # Fallback: find the user that was just created
-                portal_user = self.env['res.users'].sudo().search([
-                    ('partner_id', '=', partner.id),
-                    ('share', '=', True),
-                    ('active', '=', True),
-                ], limit=1)
-            if portal_user:
-                partner._assign_portal_role_groups(portal_user)
-                if not partner.authorizer_portal_user_id:
-                    partner.authorizer_portal_user_id = portal_user
-                _logger.info("Assigned Fusion portal role groups to user %s (partner: %s)",
-                             portal_user.login, partner.name)
-
-        return result
-
-
-class ResUsers(models.Model):
-    _inherit = 'res.users'
-
-    def _generate_tutorial_articles(self):
-        """Override to create custom welcome articles for internal staff
-        instead of the default Odoo Knowledge onboarding article.
-        """
-        if 'knowledge.article' not in self.env:
-            return super()._generate_tutorial_articles()
-
-        for user in self:
-            company = user.company_id or self.env.company
-            render_ctx = {
-                'user_name': user.name or 'Team Member',
-                'company_name': company.name or 'Our Company',
-                'company_email': company.email or '',
-                'company_phone': company.phone or '',
-            }
-
-            try:
-                body = self.env['ir.qweb']._render(
-                    'fusion_authorizer_portal.welcome_article_internal',
-                    render_ctx,
-                    minimal_qcontext=True,
-                    raise_if_not_found=False,
-                )
-
-                if not body:
-                    _logger.warning("Internal staff welcome template not found, using default")
-                    return super()._generate_tutorial_articles()
-
-                self.env['knowledge.article'].sudo().create({
-                    'name': f"Welcome {user.name} - {company.name}",
-                    'icon': '🏢',
-                    'body': body,
-                    'internal_permission': 'none',
-                    'is_article_visible_by_everyone': False,
-                    'article_member_ids': [(0, 0, {
-                        'partner_id': user.partner_id.id,
-                        'permission': 'write',
-                    })],
-                    'favorite_ids': [(0, 0, {
-                        'sequence': 0,
-                        'user_id': user.id,
-                    })],
-                })
-
-                _logger.info(f"Created custom welcome article for internal user {user.name}")
-
-            except Exception as e:
-                _logger.warning(f"Failed to create custom welcome article for {user.name}: {e}")
-                # Fall back to default
-                super(ResUsers, user)._generate_tutorial_articles()

fusion_authorizer_portal/fusion_authorizer_portal/models/sale_order.py

@@ -1,250 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from odoo import api, fields, models, _
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class SaleOrder(models.Model):
-    _inherit = 'sale.order'
-
-    # Comments from portal users
-    portal_comment_ids = fields.One2many(
-        'fusion.authorizer.comment',
-        'sale_order_id',
-        string='Portal Comments',
-    )
-    
-    portal_comment_count = fields.Integer(
-        string='Comment Count',
-        compute='_compute_portal_comment_count',
-    )
-    
-    # Documents uploaded via portal
-    portal_document_ids = fields.One2many(
-        'fusion.adp.document',
-        'sale_order_id',
-        string='Portal Documents',
-    )
-    
-    portal_document_count = fields.Integer(
-        string='Document Count',
-        compute='_compute_portal_document_count',
-    )
-    
-    # Link to assessment
-    assessment_id = fields.Many2one(
-        'fusion.assessment',
-        string='Source Assessment',
-        readonly=True,
-        help='The assessment that created this sale order',
-    )
-    
-    # Authorizer helper field (consolidates multiple possible fields)
-    portal_authorizer_id = fields.Many2one(
-        'res.partner',
-        string='Authorizer (Portal)',
-        compute='_compute_portal_authorizer_id',
-        store=True,
-        help='Consolidated authorizer field for portal access',
-    )
-
-    @api.depends('portal_comment_ids')
-    def _compute_portal_comment_count(self):
-        for order in self:
-            order.portal_comment_count = len(order.portal_comment_ids)
-
-    @api.depends('portal_document_ids')
-    def _compute_portal_document_count(self):
-        for order in self:
-            order.portal_document_count = len(order.portal_document_ids)
-
-    @api.depends('x_fc_authorizer_id')
-    def _compute_portal_authorizer_id(self):
-        """Get authorizer from x_fc_authorizer_id field"""
-        for order in self:
-            order.portal_authorizer_id = order.x_fc_authorizer_id
-
-    def write(self, vals):
-        """Override write to send notification when authorizer is assigned."""
-        old_authorizers = {
-            order.id: order.x_fc_authorizer_id.id if order.x_fc_authorizer_id else False
-            for order in self
-        }
-        
-        result = super().write(vals)
-        
-        # Check for authorizer changes
-        if 'x_fc_authorizer_id' in vals:
-            for order in self:
-                old_auth = old_authorizers.get(order.id)
-                new_auth = vals.get('x_fc_authorizer_id')
-                if new_auth and new_auth != old_auth:
-                    order._send_authorizer_assignment_notification()
-        
-        # NOTE: Generic status change notifications removed.
-        # Each status transition already sends its own detailed email
-        # from fusion_claims (approval, denial, submission, billed, etc.)
-        # A generic "status changed" email on top was redundant and lacked detail.
-        
-        return result
-
-    def action_message_authorizer(self):
-        """Open composer to send message to authorizer only"""
-        self.ensure_one()
-        if not self.x_fc_authorizer_id:
-            return {'type': 'ir.actions.act_window_close'}
-        
-        return {
-            'type': 'ir.actions.act_window',
-            'name': 'Message Authorizer',
-            'res_model': 'mail.compose.message',
-            'view_mode': 'form',
-            'target': 'new',
-            'context': {
-                'default_model': 'sale.order',
-                'default_res_ids': [self.id],
-                'default_partner_ids': [self.x_fc_authorizer_id.id],
-                'default_composition_mode': 'comment',
-                'default_subtype_xmlid': 'mail.mt_note',
-            },
-        }
-
-    def _send_authorizer_assignment_notification(self):
-        """Send email when an authorizer is assigned to the order"""
-        self.ensure_one()
-        
-        if not self.x_fc_authorizer_id or not self.x_fc_authorizer_id.email:
-            return
-        
-        try:
-            template = self.env.ref('fusion_authorizer_portal.mail_template_case_assigned', raise_if_not_found=False)
-            if template:
-                template.send_mail(self.id, force_send=False)
-                _logger.info(f"Sent case assignment notification to {self.x_fc_authorizer_id.email} for {self.name}")
-        except Exception as e:
-            _logger.error(f"Failed to send authorizer assignment notification: {e}")
-
-    # _send_status_change_notification removed -- redundant.
-    # Each workflow transition in fusion_claims sends its own detailed email.
-
-    def action_view_portal_comments(self):
-        """View portal comments"""
-        self.ensure_one()
-        return {
-            'type': 'ir.actions.act_window',
-            'name': _('Portal Comments'),
-            'res_model': 'fusion.authorizer.comment',
-            'view_mode': 'list,form',
-            'domain': [('sale_order_id', '=', self.id)],
-            'context': {'default_sale_order_id': self.id},
-        }
-
-    def action_view_portal_documents(self):
-        """View portal documents"""
-        self.ensure_one()
-        return {
-            'type': 'ir.actions.act_window',
-            'name': _('Portal Documents'),
-            'res_model': 'fusion.adp.document',
-            'view_mode': 'list,form',
-            'domain': [('sale_order_id', '=', self.id)],
-            'context': {'default_sale_order_id': self.id},
-        }
-
-    def get_portal_display_data(self):
-        """Get data for portal display, excluding sensitive information"""
-        self.ensure_one()
-        
-        return {
-            'id': self.id,
-            'name': self.name,
-            'date_order': self.date_order,
-            'state': self.state,
-            'state_display': dict(self._fields['state'].selection).get(self.state, self.state),
-            'partner_name': self.partner_id.name if self.partner_id else '',
-            'partner_address': self._get_partner_address_display(),
-            'client_reference_1': self.x_fc_client_ref_1 or '',
-            'client_reference_2': self.x_fc_client_ref_2 or '',
-            'claim_number': self.x_fc_claim_number or '',
-            'authorizer_name': self.x_fc_authorizer_id.name if self.x_fc_authorizer_id else '',
-            'sales_rep_name': self.user_id.name if self.user_id else '',
-            'product_lines': self._get_product_lines_for_portal(),
-            'comment_count': self.portal_comment_count,
-            'document_count': self.portal_document_count,
-        }
-
-    def _get_partner_address_display(self):
-        """Get formatted partner address for display"""
-        if not self.partner_id:
-            return ''
-        
-        parts = []
-        if self.partner_id.street:
-            parts.append(self.partner_id.street)
-        if self.partner_id.city:
-            city_part = self.partner_id.city
-            if self.partner_id.state_id:
-                city_part += f", {self.partner_id.state_id.name}"
-            if self.partner_id.zip:
-                city_part += f" {self.partner_id.zip}"
-            parts.append(city_part)
-        
-        return ', '.join(parts)
-
-    def _get_product_lines_for_portal(self):
-        """Get product lines for portal display (excluding costs)"""
-        lines = []
-        for line in self.order_line:
-            lines.append({
-                'id': line.id,
-                'product_name': line.product_id.name if line.product_id else line.name,
-                'quantity': line.product_uom_qty,
-                'uom': line.product_uom_id.name if line.product_uom_id else '',
-                'adp_code': line.x_fc_adp_device_code or '' if hasattr(line, 'x_fc_adp_device_code') else '',
-                'device_type': '',
-                'serial_number': line.x_fc_serial_number or '' if hasattr(line, 'x_fc_serial_number') else '',
-            })
-        return lines
-
-    @api.model
-    def get_authorizer_portal_cases(self, partner_id, search_query=None, limit=100, offset=0):
-        """Get cases for authorizer portal with optional search"""
-        domain = [('x_fc_authorizer_id', '=', partner_id)]
-        
-        # Add search if provided
-        if search_query:
-            search_domain = self._build_search_domain(search_query)
-            domain = ['&'] + domain + search_domain
-        
-        orders = self.sudo().search(domain, limit=limit, offset=offset, order='date_order desc, id desc')
-        return orders
-
-    @api.model
-    def get_sales_rep_portal_cases(self, user_id, search_query=None, limit=100, offset=0):
-        """Get cases for sales rep portal with optional search"""
-        domain = [('user_id', '=', user_id)]
-        
-        # Add search if provided
-        if search_query:
-            search_domain = self._build_search_domain(search_query)
-            domain = domain + search_domain
-        
-        orders = self.sudo().search(domain, limit=limit, offset=offset, order='date_order desc, id desc')
-        return orders
-
-    def _build_search_domain(self, query):
-        """Build search domain for portal search"""
-        if not query or len(query) < 2:
-            return []
-        
-        search_domain = [
-            '|', '|', '|', '|',
-            ('partner_id.name', 'ilike', query),
-            ('x_fc_claim_number', 'ilike', query),
-            ('x_fc_client_ref_1', 'ilike', query),
-            ('x_fc_client_ref_2', 'ilike', query),
-        ]
-        
-        return search_domain

fusion_authorizer_portal/fusion_authorizer_portal/security/ir.model.access.csv

@@ -1,12 +0,0 @@
-id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
-access_fusion_authorizer_comment_user,fusion.authorizer.comment.user,model_fusion_authorizer_comment,base.group_user,1,1,1,1
-access_fusion_authorizer_comment_portal,fusion.authorizer.comment.portal,model_fusion_authorizer_comment,base.group_portal,1,1,1,0
-access_fusion_adp_document_user,fusion.adp.document.user,model_fusion_adp_document,base.group_user,1,1,1,1
-access_fusion_adp_document_portal,fusion.adp.document.portal,model_fusion_adp_document,base.group_portal,1,0,1,0
-access_fusion_assessment_user,fusion.assessment.user,model_fusion_assessment,base.group_user,1,1,1,1
-access_fusion_assessment_portal,fusion.assessment.portal,model_fusion_assessment,base.group_portal,1,1,1,0
-access_fusion_accessibility_assessment_user,fusion.accessibility.assessment.user,model_fusion_accessibility_assessment,base.group_user,1,1,1,1
-access_fusion_accessibility_assessment_portal,fusion.accessibility.assessment.portal,model_fusion_accessibility_assessment,base.group_portal,1,1,1,0
-access_fusion_pdf_template_user,fusion.pdf.template.user,model_fusion_pdf_template,base.group_user,1,1,1,1
-access_fusion_pdf_template_preview_user,fusion.pdf.template.preview.user,model_fusion_pdf_template_preview,base.group_user,1,1,1,1
-access_fusion_pdf_template_field_user,fusion.pdf.template.field.user,model_fusion_pdf_template_field,base.group_user,1,1,1,1

fusion_authorizer_portal/fusion_authorizer_portal/security/portal_security.xml

@@ -1,140 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-
-    <!-- Portal Groups - grouped under Fusion Claims privilege -->
-    <record id="group_authorizer_portal" model="res.groups">
-        <field name="name">Authorizer Portal User</field>
-        <field name="privilege_id" ref="fusion_claims.res_groups_privilege_fusion_claims"/>
-        <field name="comment">Portal users who are Authorizers (OTs/Therapists)</field>
-    </record>
-
-    <record id="group_sales_rep_portal" model="res.groups">
-        <field name="name">Sales Rep Portal User</field>
-        <field name="privilege_id" ref="fusion_claims.res_groups_privilege_fusion_claims"/>
-        <field name="comment">Portal users who are Sales Representatives</field>
-    </record>
-
-    <record id="group_technician_portal" model="res.groups">
-        <field name="name">Technician Portal User</field>
-        <field name="privilege_id" ref="fusion_claims.res_groups_privilege_fusion_claims"/>
-        <field name="comment">Portal users who are Field Technicians for deliveries</field>
-    </record>
-
-    <!-- Authorizer Comment Access Rules -->
-    <record id="rule_comment_authorizer_own" model="ir.rule">
-        <field name="name">Authorizer: Own Comments</field>
-        <field name="model_id" ref="model_fusion_authorizer_comment"/>
-        <field name="domain_force">[('author_id', '=', user.partner_id.id)]</field>
-        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
-        <field name="perm_read" eval="True"/>
-        <field name="perm_write" eval="True"/>
-        <field name="perm_create" eval="True"/>
-        <field name="perm_unlink" eval="False"/>
-    </record>
-
-    <record id="rule_comment_view_on_order" model="ir.rule">
-        <field name="name">Portal: View Comments on Assigned Orders</field>
-        <field name="model_id" ref="model_fusion_authorizer_comment"/>
-        <field name="domain_force">[
-            '|',
-            ('sale_order_id.x_fc_authorizer_id', '=', user.partner_id.id),
-            ('sale_order_id.user_id', '=', user.id),
-            ('is_internal', '=', False)
-        ]</field>
-        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
-        <field name="perm_read" eval="True"/>
-        <field name="perm_write" eval="False"/>
-        <field name="perm_create" eval="False"/>
-        <field name="perm_unlink" eval="False"/>
-    </record>
-
-    <!-- ADP Document Access Rules -->
-    <record id="rule_document_portal_read" model="ir.rule">
-        <field name="name">Portal: Read Documents on Assigned Orders</field>
-        <field name="model_id" ref="model_fusion_adp_document"/>
-        <field name="domain_force">[
-            '|',
-            ('sale_order_id.x_fc_authorizer_id', '=', user.partner_id.id),
-            ('sale_order_id.user_id', '=', user.id)
-        ]</field>
-        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
-        <field name="perm_read" eval="True"/>
-        <field name="perm_write" eval="False"/>
-        <field name="perm_create" eval="False"/>
-        <field name="perm_unlink" eval="False"/>
-    </record>
-
-    <record id="rule_document_authorizer_create" model="ir.rule">
-        <field name="name">Authorizer: Create Documents on Assigned Orders</field>
-        <field name="model_id" ref="model_fusion_adp_document"/>
-        <field name="domain_force">[
-            ('sale_order_id.x_fc_authorizer_id', '=', user.partner_id.id),
-            ('document_type', '!=', 'submitted_final')
-        ]</field>
-        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
-        <field name="perm_read" eval="False"/>
-        <field name="perm_write" eval="False"/>
-        <field name="perm_create" eval="True"/>
-        <field name="perm_unlink" eval="False"/>
-    </record>
-
-    <!-- Assessment Access Rules -->
-    <record id="rule_assessment_authorizer" model="ir.rule">
-        <field name="name">Authorizer: Own Assessments</field>
-        <field name="model_id" ref="model_fusion_assessment"/>
-        <field name="domain_force">[('authorizer_id', '=', user.partner_id.id)]</field>
-        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
-        <field name="perm_read" eval="True"/>
-        <field name="perm_write" eval="True"/>
-        <field name="perm_create" eval="True"/>
-        <field name="perm_unlink" eval="False"/>
-    </record>
-
-    <record id="rule_assessment_sales_rep" model="ir.rule">
-        <field name="name">Sales Rep: Own Assessments</field>
-        <field name="model_id" ref="model_fusion_assessment"/>
-        <field name="domain_force">[('sales_rep_id', '=', user.id)]</field>
-        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
-        <field name="perm_read" eval="True"/>
-        <field name="perm_write" eval="True"/>
-        <field name="perm_create" eval="True"/>
-        <field name="perm_unlink" eval="False"/>
-    </record>
-
-    <!-- Sale Order Access - Extend for Portal -->
-    <record id="rule_sale_order_authorizer_portal" model="ir.rule">
-        <field name="name">Authorizer Portal: Assigned Orders</field>
-        <field name="model_id" ref="sale.model_sale_order"/>
-        <field name="domain_force">[('x_fc_authorizer_id', '=', user.partner_id.id)]</field>
-        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
-        <field name="perm_read" eval="True"/>
-        <field name="perm_write" eval="False"/>
-        <field name="perm_create" eval="False"/>
-        <field name="perm_unlink" eval="False"/>
-    </record>
-
-    <!-- Technician Portal: Access orders assigned for delivery -->
-    <record id="rule_sale_order_technician_portal" model="ir.rule">
-        <field name="name">Technician Portal: Assigned Deliveries</field>
-        <field name="model_id" ref="sale.model_sale_order"/>
-        <field name="domain_force">[('x_fc_delivery_technician_ids', 'in', [user.id])]</field>
-        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
-        <field name="perm_read" eval="True"/>
-        <field name="perm_write" eval="True"/>
-        <field name="perm_create" eval="False"/>
-        <field name="perm_unlink" eval="False"/>
-    </record>
-
-    <!-- Sales Rep Portal: Access own orders for POD -->
-    <record id="rule_sale_order_sales_rep_portal" model="ir.rule">
-        <field name="name">Sales Rep Portal: Own Orders</field>
-        <field name="model_id" ref="sale.model_sale_order"/>
-        <field name="domain_force">[('user_id', '=', user.id)]</field>
-        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
-        <field name="perm_read" eval="True"/>
-        <field name="perm_write" eval="True"/>
-        <field name="perm_create" eval="False"/>
-        <field name="perm_unlink" eval="False"/>
-    </record>
-
-</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/static/src/css/portal_style.css

@@ -1,864 +0,0 @@
-/* Fusion Authorizer Portal - Custom Styles */
-/* Color Scheme: Dark Blue (#1a365d, #2c5282) with Green accents (#38a169) */
-
-:root {
-    --portal-primary: #1a365d;
-    --portal-primary-light: #2c5282;
-    --portal-accent: #38a169;
-    --portal-accent-light: #48bb78;
-    --portal-dark: #1a202c;
-    --portal-gray: #718096;
-    --portal-light: #f7fafc;
-}
-
-/* Portal Header Styling - Only for Fusion Portal pages */
-/* Removed global navbar styling to prevent affecting other portal pages */
-
-/* Card Headers with Portal Theme */
-.card-header.bg-dark {
-    background: linear-gradient(135deg, var(--portal-primary) 0%, var(--portal-primary-light) 100%) !important;
-}
-
-.card-header.bg-primary {
-    background: var(--portal-primary-light) !important;
-}
-
-.card-header.bg-success {
-    background: var(--portal-accent) !important;
-}
-
-/* Stat Cards */
-.card.bg-primary {
-    background: linear-gradient(135deg, var(--portal-primary) 0%, var(--portal-primary-light) 100%) !important;
-}
-
-.card.bg-success {
-    background: linear-gradient(135deg, var(--portal-accent) 0%, var(--portal-accent-light) 100%) !important;
-}
-
-/* Table Styling */
-.table-dark th {
-    background: var(--portal-primary) !important;
-}
-
-.table-success th {
-    background: var(--portal-accent) !important;
-    color: white !important;
-}
-
-.table-info th {
-    background: var(--portal-primary-light) !important;
-    color: white !important;
-}
-
-/* Badges */
-.badge.bg-primary {
-    background: var(--portal-primary-light) !important;
-}
-
-.badge.bg-success {
-    background: var(--portal-accent) !important;
-}
-
-/* Buttons */
-.btn-primary {
-    background: var(--portal-primary-light) !important;
-    border-color: var(--portal-primary-light) !important;
-}
-
-.btn-primary:hover {
-    background: var(--portal-primary) !important;
-    border-color: var(--portal-primary) !important;
-}
-
-.btn-success {
-    background: var(--portal-accent) !important;
-    border-color: var(--portal-accent) !important;
-}
-
-.btn-success:hover {
-    background: var(--portal-accent-light) !important;
-    border-color: var(--portal-accent-light) !important;
-}
-
-.btn-outline-primary {
-    color: var(--portal-primary-light) !important;
-    border-color: var(--portal-primary-light) !important;
-}
-
-.btn-outline-primary:hover {
-    background: var(--portal-primary-light) !important;
-    color: white !important;
-}
-
-/* Search Box Styling */
-#portal-search-input {
-    border-radius: 25px 0 0 25px;
-    padding-left: 20px;
-}
-
-#portal-search-input:focus {
-    border-color: var(--portal-primary-light);
-    box-shadow: 0 0 0 0.2rem rgba(44, 82, 130, 0.25);
-}
-
-/* Case List Row Hover */
-.table-hover tbody tr:hover {
-    background-color: rgba(44, 82, 130, 0.1);
-}
-
-/* Document Upload Area */
-.document-upload-area {
-    border: 2px dashed var(--portal-gray);
-    border-radius: 10px;
-    padding: 20px;
-    text-align: center;
-    background: var(--portal-light);
-    transition: all 0.3s ease;
-}
-
-.document-upload-area:hover {
-    border-color: var(--portal-primary-light);
-    background: rgba(44, 82, 130, 0.05);
-}
-
-/* Comment Section */
-.comment-item {
-    border-left: 4px solid var(--portal-primary-light);
-    padding-left: 15px;
-    margin-bottom: 15px;
-}
-
-.comment-item .comment-author {
-    font-weight: 600;
-    color: var(--portal-primary);
-}
-
-.comment-item .comment-date {
-    font-size: 0.85em;
-    color: var(--portal-gray);
-}
-
-/* Signature Pad */
-.signature-pad-container {
-    border: 2px solid var(--portal-gray);
-    border-radius: 8px;
-    padding: 10px;
-    background: white;
-    touch-action: none;
-}
-
-.signature-pad-container canvas {
-    cursor: crosshair;
-    width: 100%;
-    height: 200px;
-}
-
-/* Progress Bar */
-.progress {
-    border-radius: 15px;
-    overflow: hidden;
-}
-
-.progress-bar {
-    font-size: 0.75rem;
-    font-weight: 600;
-}
-
-/* Assessment Form Cards */
-.assessment-section-card {
-    transition: all 0.3s ease;
-}
-
-.assessment-section-card:hover {
-    box-shadow: 0 4px 15px rgba(0, 0, 0, 0.1);
-}
-
-/* Status Badges */
-.status-badge {
-    padding: 0.5em 1em;
-    border-radius: 20px;
-    font-weight: 500;
-}
-
-.status-draft {
-    background: #e2e8f0;
-    color: #4a5568;
-}
-
-.status-pending {
-    background: #faf089;
-    color: #744210;
-}
-
-.status-completed {
-    background: #c6f6d5;
-    color: #276749;
-}
-
-.status-cancelled {
-    background: #fed7d7;
-    color: #9b2c2c;
-}
-
-/* Quick Action Buttons */
-.quick-action-btn {
-    min-width: 150px;
-    margin-bottom: 10px;
-}
-
-/* Loading Spinner */
-.search-loading {
-    display: none;
-    position: absolute;
-    right: 50px;
-    top: 50%;
-    transform: translateY(-50%);
-}
-
-.search-loading.active {
-    display: block;
-}
-
-/* Mobile Responsiveness */
-@media (max-width: 768px) {
-    .card-header {
-        font-size: 0.9rem;
-    }
-    
-    .btn-lg {
-        font-size: 1rem;
-        padding: 0.5rem 1rem;
-    }
-    
-    .table-responsive {
-        font-size: 0.85rem;
-    }
-    
-    .signature-pad-container canvas {
-        height: 150px;
-    }
-}
-
-/* Animation for Search Results */
-@keyframes fadeIn {
-    from {
-        opacity: 0;
-        transform: translateY(-10px);
-    }
-    to {
-        opacity: 1;
-        transform: translateY(0);
-    }
-}
-
-.search-result-row {
-    animation: fadeIn 0.3s ease;
-}
-
-/* Highlight matching text */
-.search-highlight {
-    background-color: #faf089;
-    padding: 0 2px;
-    border-radius: 2px;
-}
-
-/* ========================================
-   EXPRESS ASSESSMENT FORM STYLES
-   ======================================== */
-
-.assessment-express-form .form-label {
-    color: #333;
-    font-size: 0.95rem;
-}
-
-.assessment-express-form .form-label.fw-bold {
-    font-weight: 600 !important;
-}
-
-.assessment-express-form .form-control,
-.assessment-express-form .form-select {
-    border-radius: 6px;
-    border-color: #dee2e6;
-    padding: 0.625rem 0.875rem;
-}
-
-.assessment-express-form .form-control:focus,
-.assessment-express-form .form-select:focus {
-    border-color: #2e7aad;
-    box-shadow: 0 0 0 3px rgba(67, 97, 238, 0.15);
-}
-
-.assessment-express-form .form-select-lg {
-    padding: 0.75rem 1rem;
-    font-size: 1.1rem;
-}
-
-/* Input Group with Inch suffix */
-.assessment-express-form .input-group-text {
-    background-color: #f8f9fa;
-    border-color: #dee2e6;
-    color: #6c757d;
-    font-weight: 500;
-}
-
-/* Checkbox and Radio Styling */
-.assessment-express-form .form-check {
-    padding-left: 1.75rem;
-    margin-bottom: 0.5rem;
-}
-
-.assessment-express-form .form-check-input {
-    width: 1.15rem;
-    height: 1.15rem;
-    margin-top: 0.15rem;
-    margin-left: -1.75rem;
-}
-
-.assessment-express-form .form-check-input:checked {
-    background-color: #2e7aad;
-    border-color: #2e7aad;
-}
-
-.assessment-express-form .form-check-label {
-    color: #333;
-    cursor: pointer;
-}
-
-/* Equipment Form Sections */
-.assessment-express-form .equipment-form h2 {
-    color: #1a1a1a;
-    font-size: 1.5rem;
-    letter-spacing: 1px;
-}
-
-/* Card Styling */
-.assessment-express-form .card {
-    border: none;
-    border-radius: 12px;
-}
-
-.assessment-express-form .card-header.bg-primary {
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fusion_authorizer_portal/fusion_authorizer_portal/static/src/css/technician_portal.css

@@ -1,540 +0,0 @@
-/* ==========================================================================
-   Fusion Technician Portal - Mobile-First Styles (v2)
-   ========================================================================== */
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-/* ---- Base & Mobile First ---- */
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-
-/* ---- Hero Card (Dashboard Current Task) ---- */
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-@keyframes pulse-dot {
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-/* Status badges */
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-
-/* ==========================================================================
-   Task Detail Page - v2 Redesign
-   ========================================================================== */
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-/* ---- Back button ---- */
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-/* ---- Task Hero Header ---- */
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-    transition: all 0.15s;
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-    color: #3498db;
-}
-.tech-quick-btn:hover {
-    background: #e3f2fd;
-    border-color: #90caf9;
-}
-.tech-quick-btn:active {
-    transform: scale(0.95);
-}
-
-/* ---- Card (unified style for all sections) ---- */
-.tech-card {
-    background: var(--o-main-card-bg, #fff);
-    border: 1px solid var(--o-main-border-color, #e9ecef);
-    border-radius: 14px;
-    padding: 1rem;
-}
-.tech-card-success {
-    border-color: #c3e6cb;
-    background: color-mix(in srgb, #d4edda 30%, var(--o-main-card-bg, #fff));
-}
-
-/* ---- Card icon (left gutter icon) ---- */
-.tech-card-icon {
-    display: flex;
-    align-items: center;
-    justify-content: center;
-    width: 40px;
-    height: 40px;
-    border-radius: 12px;
-    font-size: 1rem;
-    margin-right: 0.75rem;
-    flex-shrink: 0;
-}
-
-/* ---- Equipment highlight tag ---- */
-.tech-equipment-tag {
-    background: color-mix(in srgb, #ffeeba 25%, var(--o-main-card-bg, #fff));
-    border: 1px solid #ffeeba;
-    border-radius: 10px;
-    padding: 0.75rem;
-}
-
-/* ---- Action Buttons (Large Touch Targets) ---- */
-.tech-action-btn {
-    display: inline-flex;
-    align-items: center;
-    justify-content: center;
-    gap: 0.5rem;
-    min-height: 48px;
-    padding: 0.75rem 1.5rem;
-    border-radius: 14px;
-    font-weight: 600;
-    font-size: 0.95rem;
-    border: none;
-    cursor: pointer;
-    transition: all 0.15s;
-    text-decoration: none !important;
-}
-.tech-action-btn:active { transform: scale(0.97); }
-
-.tech-btn-navigate {
-    background: #3498db;
-    color: #fff !important;
-}
-.tech-btn-navigate:hover { background: #2980b9; color: #fff !important; }
-
-.tech-btn-start {
-    background: #27ae60;
-    color: #fff !important;
-}
-.tech-btn-start:hover { background: #219a52; color: #fff !important; }
-
-.tech-btn-complete {
-    background: #f39c12;
-    color: #fff !important;
-}
-.tech-btn-complete:hover { background: #e67e22; color: #fff !important; }
-
-.tech-btn-call {
-    background: #9b59b6;
-    color: #fff !important;
-}
-.tech-btn-call:hover { background: #8e44ad; color: #fff !important; }
-
-.tech-btn-enroute {
-    background: #2980b9;
-    color: #fff !important;
-}
-.tech-btn-enroute:hover { background: #2471a3; color: #fff !important; }
-
-/* ---- Bottom Action Bar (Fixed on mobile) ---- */
-.tech-bottom-bar {
-    position: fixed;
-    bottom: 0;
-    left: 0;
-    right: 0;
-    background: var(--o-main-card-bg, #fff);
-    border-top: 1px solid var(--o-main-border-color, #dee2e6);
-    padding: 0.75rem 1rem;
-    padding-bottom: calc(0.75rem + env(safe-area-inset-bottom, 0px));
-    z-index: 1050;
-    display: flex;
-    gap: 0.5rem;
-    box-shadow: 0 -4px 20px rgba(0,0,0,0.08);
-}
-.tech-bottom-bar .tech-action-btn {
-    flex: 1;
-}
-
-/* Padding to prevent content being hidden behind fixed bar */
-.has-bottom-bar {
-    padding-bottom: 5rem;
-}
-
-/* ---- Completion Overlay ---- */
-.tech-overlay {
-    display: none;
-    position: fixed;
-    top: 0;
-    left: 0;
-    width: 100%;
-    height: 100%;
-    background: rgba(0,0,0,0.7);
-    backdrop-filter: blur(4px);
-    -webkit-backdrop-filter: blur(4px);
-    z-index: 9999;
-    align-items: center;
-    justify-content: center;
-}
-.tech-overlay-card {
-    background: var(--o-main-card-bg, #fff);
-    border-radius: 20px;
-    padding: 2rem;
-    max-width: 400px;
-    width: 90%;
-    text-align: center;
-    animation: slideUp 0.3s ease;
-}
-.tech-overlay-icon {
-    font-size: 3rem;
-    margin-bottom: 1rem;
-}
-@keyframes slideUp {
-    from { opacity: 0; transform: translateY(30px); }
-    to { opacity: 1; transform: translateY(0); }
-}
-
-/* ---- Voice Recording UI ---- */
-.tech-voice-recorder {
-    border: 2px dashed var(--o-main-border-color, #dee2e6);
-    border-radius: 16px;
-    padding: 1.5rem 1rem;
-    text-align: center;
-    transition: all 0.3s;
-}
-.tech-voice-recorder.recording {
-    border-color: #e74c3c;
-    background: rgba(231, 76, 60, 0.04);
-}
-
-.tech-record-btn {
-    width: 64px;
-    height: 64px;
-    border-radius: 50%;
-    border: none;
-    background: #e74c3c;
-    color: #fff;
-    font-size: 1.3rem;
-    cursor: pointer;
-    transition: all 0.2s;
-    display: inline-flex;
-    align-items: center;
-    justify-content: center;
-}
-.tech-record-btn:hover { transform: scale(1.05); }
-.tech-record-btn:active { transform: scale(0.95); }
-.tech-record-btn.recording {
-    animation: pulse-record 1.5s infinite;
-}
-
-@keyframes pulse-record {
-    0%, 100% { box-shadow: 0 0 0 0 rgba(231, 76, 60, 0.4); }
-    50% { box-shadow: 0 0 0 15px rgba(231, 76, 60, 0); }
-}
-
-.tech-record-timer {
-    font-size: 1.25rem;
-    font-weight: 700;
-    font-variant-numeric: tabular-nums;
-    margin-top: 0.5rem;
-    color: #e74c3c;
-}
-
-/* ---- Tomorrow Prep ---- */
-.tech-prep-card {
-    border: 1px solid #e9ecef;
-    border-radius: 12px;
-    padding: 1rem;
-    margin-bottom: 0.75rem;
-    background: #fff;
-}
-.tech-prep-card .prep-time {
-    font-weight: 700;
-    font-size: 0.9rem;
-}
-.tech-prep-card .prep-type {
-    margin-left: 0.5rem;
-}
-.tech-prep-equipment {
-    background: #fff9e6;
-    border: 1px solid #ffeeba;
-    border-radius: 12px;
-    padding: 1rem;
-}
-
-/* ---- Responsive: Desktop enhancements ---- */
-@media (min-width: 768px) {
-    .tech-stats-bar {
-        gap: 1rem;
-    }
-    .tech-stat-card {
-        min-width: 130px;
-        padding: 1rem 1.5rem;
-    }
-    .tech-stat-card .stat-number {
-        font-size: 2rem;
-    }
-    .tech-bottom-bar {
-        position: static;
-        box-shadow: none;
-        border: none;
-        padding: 0;
-        margin-top: 1rem;
-    }
-    .has-bottom-bar {
-        padding-bottom: 0;
-    }
-    .tech-timeline {
-        padding-left: 3rem;
-    }
-    .tech-timeline::before {
-        left: 1.25rem;
-    }
-    .tech-timeline-dot {
-        left: -2.05rem;
-    }
-    .tech-quick-btn {
-        min-width: 80px;
-        padding: 0.75rem 0.75rem;
-    }
-}
-
-/* ---- Legacy detail section support ---- */
-.tech-detail-section {
-    background: var(--o-main-card-bg, #fff);
-    border: 1px solid var(--o-main-border-color, #e9ecef);
-    border-radius: 14px;
-    padding: 1rem;
-    margin-bottom: 1rem;
-}
-.tech-detail-section h6 {
-    font-size: 0.75rem;
-    text-transform: uppercase;
-    letter-spacing: 0.06em;
-    color: #6c757d;
-    margin-bottom: 0.75rem;
-    padding-bottom: 0.5rem;
-    border-bottom: 1px solid var(--o-main-border-color, #f1f3f5);
-}
-.tech-detail-row {
-    display: flex;
-    justify-content: space-between;
-    padding: 0.3rem 0;
-}
-.tech-detail-label {
-    font-weight: 500;
-    color: var(--o-main-text-color, #495057);
-    font-size: 0.9rem;
-}
-.tech-detail-value {
-    color: var(--o-main-text-color, #212529);
-    font-size: 0.9rem;
-    text-align: right;
-}

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/assessment_form.js

@@ -1,109 +0,0 @@
-/**
- * Fusion Authorizer Portal - Assessment Form
- */
-
-odoo.define('fusion_authorizer_portal.assessment_form', function (require) {
-    'use strict';
-    
-    var publicWidget = require('web.public.widget');
-    
-    publicWidget.registry.AssessmentForm = publicWidget.Widget.extend({
-        selector: '#assessment-form',
-        events: {
-            'change input, change select, change textarea': '_onFieldChange',
-            'submit': '_onSubmit',
-        },
-        
-        init: function () {
-            this._super.apply(this, arguments);
-            this.hasUnsavedChanges = false;
-        },
-        
-        start: function () {
-            this._super.apply(this, arguments);
-            this._initializeForm();
-            return Promise.resolve();
-        },
-        
-        _initializeForm: function () {
-            var self = this;
-            
-            // Warn before leaving with unsaved changes
-            window.addEventListener('beforeunload', function (e) {
-                if (self.hasUnsavedChanges) {
-                    e.preventDefault();
-                    e.returnValue = '';
-                    return '';
-                }
-            });
-            
-            // Auto-fill full name from first + last name
-            var firstNameInput = this.el.querySelector('[name="client_first_name"]');
-            var lastNameInput = this.el.querySelector('[name="client_last_name"]');
-            var fullNameInput = this.el.querySelector('[name="client_name"]');
-            
-            if (firstNameInput && lastNameInput && fullNameInput) {
-                var updateFullName = function () {
-                    var first = firstNameInput.value.trim();
-                    var last = lastNameInput.value.trim();
-                    if (first || last) {
-                        fullNameInput.value = (first + ' ' + last).trim();
-                    }
-                };
-                
-                firstNameInput.addEventListener('blur', updateFullName);
-                lastNameInput.addEventListener('blur', updateFullName);
-            }
-            
-            // Number input validation
-            var numberInputs = this.el.querySelectorAll('input[type="number"]');
-            numberInputs.forEach(function (input) {
-                input.addEventListener('input', function () {
-                    var value = parseFloat(this.value);
-                    var min = parseFloat(this.min) || 0;
-                    var max = parseFloat(this.max) || 9999;
-                    
-                    if (value < min) this.value = min;
-                    if (value > max) this.value = max;
-                });
-            });
-        },
-        
-        _onFieldChange: function (ev) {
-            this.hasUnsavedChanges = true;
-            
-            // Visual feedback that form has changes
-            var saveBtn = this.el.querySelector('button[value="save"]');
-            if (saveBtn) {
-                saveBtn.classList.add('btn-warning');
-                saveBtn.classList.remove('btn-primary');
-            }
-        },
-        
-        _onSubmit: function (ev) {
-            // Validate required fields
-            var requiredFields = this.el.querySelectorAll('[required]');
-            var isValid = true;
-            
-            requiredFields.forEach(function (field) {
-                if (!field.value.trim()) {
-                    field.classList.add('is-invalid');
-                    isValid = false;
-                } else {
-                    field.classList.remove('is-invalid');
-                }
-            });
-            
-            if (!isValid) {
-                ev.preventDefault();
-                alert('Please fill in all required fields.');
-                return false;
-            }
-            
-            this.hasUnsavedChanges = false;
-            return true;
-        }
-    });
-    
-    return publicWidget.registry.AssessmentForm;
-});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/chatter_message_authorizer.js

@@ -1,37 +0,0 @@
-/** @odoo-module **/
-// Fusion Authorizer Portal - Message Authorizer Chatter Button
-// Copyright 2026 Nexa Systems Inc.
-// License OPL-1
-//
-// Patches the Chatter component to add a "Message Authorizer" button
-// that opens the mail composer targeted at the assigned authorizer.
-
-import { Chatter } from "@mail/chatter/web_portal/chatter";
-import { patch } from "@web/core/utils/patch";
-import { useService } from "@web/core/utils/hooks";
-
-patch(Chatter.prototype, {
-    setup() {
-        super.setup(...arguments);
-        this._fapActionService = useService("action");
-        this._fapOrm = useService("orm");
-    },
-
-    async onClickMessageAuthorizer() {
-        const thread = this.state.thread;
-        if (!thread || thread.model !== "sale.order") return;
-
-        try {
-            const result = await this._fapOrm.call(
-                "sale.order",
-                "action_message_authorizer",
-                [thread.id],
-            );
-            if (result && result.type === "ir.actions.act_window") {
-                this._fapActionService.doAction(result);
-            }
-        } catch (e) {
-            console.warn("Message Authorizer action failed:", e);
-        }
-    },
-});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/loaner_portal.js

@@ -1,478 +0,0 @@
-/** @odoo-module **/
-
-import publicWidget from "@web/legacy/js/public/public_widget";
-
-publicWidget.registry.LoanerPortal = publicWidget.Widget.extend({
-    selector: '#loanerSection, #btn_checkout_loaner, .btn-loaner-return',
-
-    start: function () {
-        this._super.apply(this, arguments);
-        this._allProducts = [];
-        this._initLoanerSection();
-        this._initCheckoutButton();
-        this._initReturnButtons();
-        this._initModal();
-    },
-
-    // =====================================================================
-    // MODAL: Initialize and wire up the loaner checkout modal
-    // =====================================================================
-    _initModal: function () {
-        var self = this;
-        var modal = document.getElementById('loanerCheckoutModal');
-        if (!modal) return;
-
-        var categorySelect = document.getElementById('modal_category_id');
-        var productSelect = document.getElementById('modal_product_id');
-        var lotSelect = document.getElementById('modal_lot_id');
-        var loanDays = document.getElementById('modal_loan_days');
-        var btnCheckout = document.getElementById('modal_btn_checkout');
-        var btnCreateProduct = document.getElementById('modal_btn_create_product');
-        var newCategorySelect = document.getElementById('modal_new_category_id');
-        var createResult = document.getElementById('modal_create_result');
-
-        // Load categories when modal opens
-        modal.addEventListener('show.bs.modal', function () {
-            self._loadCategories(categorySelect, newCategorySelect);
-            self._loadProducts(null, productSelect, lotSelect);
-        });
-
-        // Category change -> filter products
-        if (categorySelect) {
-            categorySelect.addEventListener('change', function () {
-                var catId = this.value ? parseInt(this.value) : null;
-                self._filterProducts(catId, productSelect, lotSelect);
-            });
-        }
-
-        // Product change -> filter lots
-        if (productSelect) {
-            productSelect.addEventListener('change', function () {
-                var prodId = this.value ? parseInt(this.value) : null;
-                self._filterLots(prodId, lotSelect, loanDays);
-            });
-        }
-
-        // Quick Create Product
-        if (btnCreateProduct) {
-            btnCreateProduct.addEventListener('click', function () {
-                var name = document.getElementById('modal_new_product_name').value.trim();
-                var serial = document.getElementById('modal_new_serial').value.trim();
-                var catId = newCategorySelect ? newCategorySelect.value : '';
-
-                if (!name || !serial) {
-                    alert('Please enter both product name and serial number.');
-                    return;
-                }
-
-                btnCreateProduct.disabled = true;
-                btnCreateProduct.innerHTML = '<i class="fa fa-spinner fa-spin me-1"></i> Creating...';
-
-                self._rpc('/my/loaner/create-product', {
-                    product_name: name,
-                    serial_number: serial,
-                    category_id: catId || null,
-                }).then(function (result) {
-                    if (result.success) {
-                        // Add to product dropdown
-                        var opt = document.createElement('option');
-                        opt.value = result.product_id;
-                        opt.text = result.product_name;
-                        opt.selected = true;
-                        productSelect.appendChild(opt);
-
-                        // Add to lots
-                        lotSelect.innerHTML = '';
-                        var lotOpt = document.createElement('option');
-                        lotOpt.value = result.lot_id;
-                        lotOpt.text = result.lot_name;
-                        lotOpt.selected = true;
-                        lotSelect.appendChild(lotOpt);
-
-                        // Add to internal data
-                        self._allProducts.push({
-                            id: result.product_id,
-                            name: result.product_name,
-                            category_id: catId ? parseInt(catId) : null,
-                            period_days: 7,
-                            lots: [{ id: result.lot_id, name: result.lot_name }],
-                        });
-
-                        if (createResult) {
-                            createResult.style.display = '';
-                            createResult.innerHTML = '<div class="alert alert-success py-2"><i class="fa fa-check me-1"></i> "' + result.product_name + '" (S/N: ' + result.lot_name + ') created!</div>';
-                        }
-
-                        // Clear fields
-                        document.getElementById('modal_new_product_name').value = '';
-                        document.getElementById('modal_new_serial').value = '';
-                    } else {
-                        if (createResult) {
-                            createResult.style.display = '';
-                            createResult.innerHTML = '<div class="alert alert-danger py-2">' + (result.error || 'Error') + '</div>';
-                        }
-                    }
-                    btnCreateProduct.disabled = false;
-                    btnCreateProduct.innerHTML = '<i class="fa fa-plus me-1"></i> Create Product';
-                });
-            });
-        }
-
-        // Checkout button
-        if (btnCheckout) {
-            btnCheckout.addEventListener('click', function () {
-                var productId = productSelect.value ? parseInt(productSelect.value) : null;
-                var lotId = lotSelect.value ? parseInt(lotSelect.value) : null;
-                var days = parseInt(loanDays.value) || 7;
-                var orderId = document.getElementById('modal_order_id').value;
-                var clientId = document.getElementById('modal_client_id').value;
-
-                if (!productId) {
-                    alert('Please select a product.');
-                    return;
-                }
-
-                btnCheckout.disabled = true;
-                btnCheckout.innerHTML = '<i class="fa fa-spinner fa-spin me-1"></i> Processing...';
-
-                self._rpc('/my/loaner/checkout', {
-                    product_id: productId,
-                    lot_id: lotId,
-                    sale_order_id: orderId ? parseInt(orderId) : null,
-                    client_id: clientId ? parseInt(clientId) : null,
-                    loaner_period_days: days,
-                    checkout_condition: 'good',
-                    checkout_notes: '',
-                }).then(function (result) {
-                    if (result.success) {
-                        self._hideModal(modal);
-                        alert(result.message);
-                        location.reload();
-                    } else {
-                        alert('Error: ' + (result.error || 'Unknown'));
-                        btnCheckout.disabled = false;
-                        btnCheckout.innerHTML = '<i class="fa fa-check me-1"></i> Checkout Loaner';
-                    }
-                });
-            });
-        }
-    },
-
-    _loadCategories: function (categorySelect, newCategorySelect) {
-        this._rpc('/my/loaner/categories', {}).then(function (categories) {
-            categories = categories || [];
-            // Main category dropdown
-            if (categorySelect) {
-                categorySelect.innerHTML = '<option value="">All Categories</option>';
-                categories.forEach(function (c) {
-                    var opt = document.createElement('option');
-                    opt.value = c.id;
-                    opt.text = c.name;
-                    categorySelect.appendChild(opt);
-                });
-            }
-            // Quick create category dropdown
-            if (newCategorySelect) {
-                newCategorySelect.innerHTML = '<option value="">-- Select --</option>';
-                categories.forEach(function (c) {
-                    var opt = document.createElement('option');
-                    opt.value = c.id;
-                    opt.text = c.name;
-                    newCategorySelect.appendChild(opt);
-                });
-            }
-        });
-    },
-
-    _loadProducts: function (categoryId, productSelect, lotSelect) {
-        var self = this;
-        var params = {};
-        if (categoryId) params.category_id = categoryId;
-
-        this._rpc('/my/loaner/products', params).then(function (products) {
-            self._allProducts = products || [];
-            self._renderProducts(self._allProducts, productSelect);
-            if (lotSelect) lotSelect.innerHTML = '<option value="">-- Select Serial --</option>';
-        });
-    },
-
-    _filterProducts: function (categoryId, productSelect, lotSelect) {
-        var filtered = this._allProducts;
-        if (categoryId) {
-            filtered = this._allProducts.filter(function (p) { return p.category_id === categoryId; });
-        }
-        this._renderProducts(filtered, productSelect);
-        if (lotSelect) lotSelect.innerHTML = '<option value="">-- Select Serial --</option>';
-    },
-
-    _renderProducts: function (products, productSelect) {
-        if (!productSelect) return;
-        productSelect.innerHTML = '<option value="">-- Select Product --</option>';
-        products.forEach(function (p) {
-            var opt = document.createElement('option');
-            opt.value = p.id;
-            opt.text = p.name + ' (' + p.lots.length + ' avail)';
-            productSelect.appendChild(opt);
-        });
-    },
-
-    _filterLots: function (productId, lotSelect, loanDays) {
-        if (!lotSelect) return;
-        lotSelect.innerHTML = '<option value="">-- Select Serial --</option>';
-        if (!productId) return;
-        var product = this._allProducts.find(function (p) { return p.id === productId; });
-        if (product) {
-            product.lots.forEach(function (lot) {
-                var opt = document.createElement('option');
-                opt.value = lot.id;
-                opt.text = lot.name;
-                lotSelect.appendChild(opt);
-            });
-            if (loanDays && product.period_days) {
-                loanDays.value = product.period_days;
-            }
-        }
-    },
-
-    // =====================================================================
-    // CHECKOUT BUTTON: Opens the modal
-    // =====================================================================
-    _initCheckoutButton: function () {
-        var self = this;
-        var btns = document.querySelectorAll('#btn_checkout_loaner');
-        btns.forEach(function (btn) {
-            btn.addEventListener('click', function () {
-                var orderId = btn.dataset.orderId || '';
-                var clientId = btn.dataset.clientId || '';
-
-                // Set context in modal
-                var modalOrderId = document.getElementById('modal_order_id');
-                var modalClientId = document.getElementById('modal_client_id');
-                if (modalOrderId) modalOrderId.value = orderId;
-                if (modalClientId) modalClientId.value = clientId;
-
-                // Show modal
-                var modal = document.getElementById('loanerCheckoutModal');
-                self._showModal(modal);
-            });
-        });
-    },
-
-    // =====================================================================
-    // RETURN BUTTONS
-    // =====================================================================
-    _initReturnButtons: function () {
-        var self = this;
-        var returnModal = document.getElementById('loanerReturnModal');
-        if (!returnModal) return;
-
-        var btnSubmitReturn = document.getElementById('return_modal_btn_submit');
-
-        document.querySelectorAll('.btn-loaner-return').forEach(function (btn) {
-            btn.addEventListener('click', function () {
-                var checkoutId = parseInt(btn.dataset.checkoutId);
-                var productName = btn.dataset.productName || 'Loaner';
-
-                // Set modal values
-                document.getElementById('return_modal_checkout_id').value = checkoutId;
-                document.getElementById('return_modal_product_name').textContent = productName;
-                document.getElementById('return_modal_condition').value = 'good';
-                document.getElementById('return_modal_notes').value = '';
-
-                // Load locations
-                var locSelect = document.getElementById('return_modal_location_id');
-                locSelect.innerHTML = '<option value="">-- Loading... --</option>';
-                self._rpc('/my/loaner/locations', {}).then(function (locations) {
-                    locations = locations || [];
-                    locSelect.innerHTML = '<option value="">-- Select Location --</option>';
-                    locations.forEach(function (l) {
-                        var opt = document.createElement('option');
-                        opt.value = l.id;
-                        opt.text = l.name;
-                        locSelect.appendChild(opt);
-                    });
-                });
-
-                // Show modal
-                self._showModal(returnModal);
-            });
-        });
-
-        // Submit return
-        if (btnSubmitReturn) {
-            btnSubmitReturn.addEventListener('click', function () {
-                var checkoutId = parseInt(document.getElementById('return_modal_checkout_id').value);
-                var condition = document.getElementById('return_modal_condition').value;
-                var notes = document.getElementById('return_modal_notes').value;
-                var locationId = document.getElementById('return_modal_location_id').value;
-
-                btnSubmitReturn.disabled = true;
-                btnSubmitReturn.innerHTML = '<i class="fa fa-spinner fa-spin me-1"></i> Processing...';
-
-                self._rpc('/my/loaner/return', {
-                    checkout_id: checkoutId,
-                    return_condition: condition,
-                    return_notes: notes,
-                    return_location_id: locationId ? parseInt(locationId) : null,
-                }).then(function (result) {
-                    if (result.success) {
-                        self._hideModal(returnModal);
-                        alert(result.message);
-                        location.reload();
-                    } else {
-                        alert('Error: ' + (result.error || 'Unknown'));
-                        btnSubmitReturn.disabled = false;
-                        btnSubmitReturn.innerHTML = '<i class="fa fa-check me-1"></i> Confirm Return';
-                    }
-                });
-            });
-        }
-    },
-
-    // =====================================================================
-    // EXPRESS ASSESSMENT: Loaner Section
-    // =====================================================================
-    _initLoanerSection: function () {
-        var self = this;
-        var loanerSection = document.getElementById('loanerSection');
-        if (!loanerSection) return;
-
-        var productSelect = document.getElementById('loaner_product_id');
-        var lotSelect = document.getElementById('loaner_lot_id');
-        var periodInput = document.getElementById('loaner_period_days');
-        var checkoutFlag = document.getElementById('loaner_checkout');
-        var existingFields = document.getElementById('loaner_existing_fields');
-        var newFields = document.getElementById('loaner_new_fields');
-        var modeRadios = document.querySelectorAll('input[name="loaner_mode"]');
-        var btnCreate = document.getElementById('btn_create_loaner_product');
-        var createResult = document.getElementById('loaner_create_result');
-        var productsData = [];
-
-        loanerSection.addEventListener('show.bs.collapse', function () {
-            if (productSelect && productSelect.options.length <= 1) {
-                self._rpc('/my/loaner/products', {}).then(function (data) {
-                    productsData = data || [];
-                    productSelect.innerHTML = '<option value="">-- Select Product --</option>';
-                    productsData.forEach(function (p) {
-                        var opt = document.createElement('option');
-                        opt.value = p.id;
-                        opt.text = p.name + ' (' + p.lots.length + ' avail)';
-                        productSelect.appendChild(opt);
-                    });
-                });
-            }
-        });
-
-        loanerSection.addEventListener('shown.bs.collapse', function () {
-            if (checkoutFlag) checkoutFlag.value = '1';
-        });
-        loanerSection.addEventListener('hidden.bs.collapse', function () {
-            if (checkoutFlag) checkoutFlag.value = '0';
-        });
-
-        modeRadios.forEach(function (radio) {
-            radio.addEventListener('change', function () {
-                if (this.value === 'existing') {
-                    if (existingFields) existingFields.style.display = '';
-                    if (newFields) newFields.style.display = 'none';
-                } else {
-                    if (existingFields) existingFields.style.display = 'none';
-                    if (newFields) newFields.style.display = '';
-                }
-            });
-        });
-
-        if (productSelect) {
-            productSelect.addEventListener('change', function () {
-                lotSelect.innerHTML = '<option value="">-- Select Serial --</option>';
-                var product = productsData.find(function (p) { return p.id === parseInt(productSelect.value); });
-                if (product) {
-                    product.lots.forEach(function (lot) {
-                        var opt = document.createElement('option');
-                        opt.value = lot.id;
-                        opt.text = lot.name;
-                        lotSelect.appendChild(opt);
-                    });
-                    if (periodInput && product.period_days) periodInput.value = product.period_days;
-                }
-            });
-        }
-
-        if (btnCreate) {
-            btnCreate.addEventListener('click', function () {
-                var name = document.getElementById('loaner_new_product_name').value.trim();
-                var serial = document.getElementById('loaner_new_serial').value.trim();
-                if (!name || !serial) { alert('Enter both name and serial.'); return; }
-                btnCreate.disabled = true;
-                btnCreate.innerHTML = '<i class="fa fa-spinner fa-spin me-1"></i> Creating...';
-
-                self._rpc('/my/loaner/create-product', {
-                    product_name: name, serial_number: serial,
-                }).then(function (result) {
-                    if (result.success) {
-                        var opt = document.createElement('option');
-                        opt.value = result.product_id;
-                        opt.text = result.product_name;
-                        opt.selected = true;
-                        productSelect.appendChild(opt);
-                        lotSelect.innerHTML = '';
-                        var lotOpt = document.createElement('option');
-                        lotOpt.value = result.lot_id;
-                        lotOpt.text = result.lot_name;
-                        lotOpt.selected = true;
-                        lotSelect.appendChild(lotOpt);
-                        document.getElementById('loaner_existing').checked = true;
-                        if (existingFields) existingFields.style.display = '';
-                        if (newFields) newFields.style.display = 'none';
-                        if (createResult) {
-                            createResult.style.display = '';
-                            createResult.innerHTML = '<div class="alert alert-success py-2">Created "' + result.product_name + '" (S/N: ' + result.lot_name + ')</div>';
-                        }
-                    } else {
-                        if (createResult) {
-                            createResult.style.display = '';
-                            createResult.innerHTML = '<div class="alert alert-danger py-2">' + (result.error || 'Error') + '</div>';
-                        }
-                    }
-                    btnCreate.disabled = false;
-                    btnCreate.innerHTML = '<i class="fa fa-plus me-1"></i> Create Product';
-                });
-            });
-        }
-    },
-
-    // =====================================================================
-    // HELPERS
-    // =====================================================================
-    _rpc: function (url, params) {
-        return fetch(url, {
-            method: 'POST',
-            headers: { 'Content-Type': 'application/json' },
-            body: JSON.stringify({ jsonrpc: '2.0', method: 'call', id: 1, params: params }),
-        }).then(function (r) { return r.json(); }).then(function (d) { return d.result; });
-    },
-
-    _showModal: function (modalEl) {
-        if (!modalEl) return;
-        var Modal = window.bootstrap ? window.bootstrap.Modal : null;
-        if (Modal) {
-            var inst = Modal.getOrCreateInstance ? Modal.getOrCreateInstance(modalEl) : new Modal(modalEl);
-            inst.show();
-        } else if (window.$ || window.jQuery) {
-            (window.$ || window.jQuery)(modalEl).modal('show');
-        }
-    },
-
-    _hideModal: function (modalEl) {
-        if (!modalEl) return;
-        try {
-            var Modal = window.bootstrap ? window.bootstrap.Modal : null;
-            if (Modal && Modal.getInstance) {
-                var inst = Modal.getInstance(modalEl);
-                if (inst) inst.hide();
-            } else if (window.$ || window.jQuery) {
-                (window.$ || window.jQuery)(modalEl).modal('hide');
-            }
-        } catch (e) { /* non-blocking */ }
-    },
-});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/pdf_field_editor.js

@@ -1,716 +0,0 @@
-/**
- * Fusion PDF Field Position Editor
- *
- * Features:
- *   - Drag field types from sidebar palette onto PDF to create new fields
- *   - Drag existing fields to reposition them
- *   - Resize handles on each field (bottom-right corner)
- *   - Click to select and edit properties in right panel
- *   - Percentage-based positions (0.0-1.0), same as Odoo Sign module
- *   - Auto-save on every drag/resize
- */
-
-document.addEventListener('DOMContentLoaded', function () {
-    'use strict';
-
-    var editor = document.getElementById('pdf_field_editor');
-    if (!editor) return;
-
-    var templateId = parseInt(editor.dataset.templateId);
-    var pageCount = parseInt(editor.dataset.pageCount) || 1;
-    var templateCategory = editor.dataset.category || 'other';
-    var currentPage = 1;
-    var fields = {};
-    var selectedFieldId = null;
-    var fieldCounter = 0;
-    var container = document.getElementById('pdf_canvas_container');
-    var pageImage = document.getElementById('pdf_page_image');
-
-    // ================================================================
-    // Colors per field type
-    // ================================================================
-
-    // ================================================================
-    // Available data keys, organized by template category
-    // ================================================================
-
-    var COMMON_KEYS = [
-        { group: 'Client Info', keys: [
-            { key: 'client_last_name',           label: 'Last Name' },
-            { key: 'client_first_name',          label: 'First Name' },
-            { key: 'client_middle_name',         label: 'Middle Name' },
-            { key: 'client_name',                label: 'Full Name' },
-            { key: 'client_street',              label: 'Street' },
-            { key: 'client_unit',                label: 'Unit/Apt' },
-            { key: 'client_city',                label: 'City' },
-            { key: 'client_state',               label: 'Province' },
-            { key: 'client_postal_code',         label: 'Postal Code' },
-            { key: 'client_phone',               label: 'Phone' },
-            { key: 'client_email',               label: 'Email' },
-        ]},
-    ];
-
-    var CATEGORY_KEYS = {
-        adp: [
-            { group: 'ADP - Client Details', keys: [
-                { key: 'client_health_card',         label: 'Health Card Number' },
-                { key: 'client_health_card_version', label: 'Health Card Version' },
-                { key: 'client_weight',              label: 'Weight (lbs)' },
-            ]},
-            { group: 'ADP - Client Type', keys: [
-                { key: 'client_type_reg',  label: 'REG Checkbox' },
-                { key: 'client_type_ods',  label: 'ODS Checkbox' },
-                { key: 'client_type_acs',  label: 'ACS Checkbox' },
-                { key: 'client_type_owp',  label: 'OWP Checkbox' },
-            ]},
-            { group: 'ADP - Consent', keys: [
-                { key: 'consent_applicant',    label: 'Applicant Checkbox' },
-                { key: 'consent_agent',        label: 'Agent Checkbox' },
-                { key: 'consent_date',         label: 'Consent Date' },
-            ]},
-            { group: 'ADP - Agent Relationship', keys: [
-                { key: 'agent_rel_spouse',   label: 'Spouse Checkbox' },
-                { key: 'agent_rel_parent',   label: 'Parent Checkbox' },
-                { key: 'agent_rel_child',    label: 'Child Checkbox' },
-                { key: 'agent_rel_poa',      label: 'POA Checkbox' },
-                { key: 'agent_rel_guardian', label: 'Guardian Checkbox' },
-            ]},
-            { group: 'ADP - Agent Info', keys: [
-                { key: 'agent_last_name',       label: 'Agent Last Name' },
-                { key: 'agent_first_name',      label: 'Agent First Name' },
-                { key: 'agent_middle_initial',  label: 'Agent Middle Initial' },
-                { key: 'agent_unit',            label: 'Agent Unit' },
-                { key: 'agent_street_number',   label: 'Agent Street No.' },
-                { key: 'agent_street_name',     label: 'Agent Street Name' },
-                { key: 'agent_city',            label: 'Agent City' },
-                { key: 'agent_province',        label: 'Agent Province' },
-                { key: 'agent_postal_code',     label: 'Agent Postal Code' },
-                { key: 'agent_home_phone',      label: 'Agent Home Phone' },
-                { key: 'agent_business_phone',  label: 'Agent Business Phone' },
-                { key: 'agent_phone_ext',       label: 'Agent Phone Ext' },
-            ]},
-            { group: 'ADP - Equipment', keys: [
-                { key: 'equipment_type',       label: 'Equipment Type' },
-                { key: 'seat_width',           label: 'Seat Width' },
-                { key: 'seat_depth',           label: 'Seat Depth' },
-                { key: 'seat_to_floor_height', label: 'Seat to Floor Height' },
-                { key: 'back_height',          label: 'Back Height' },
-                { key: 'legrest_length',       label: 'Legrest Length' },
-                { key: 'cane_height',          label: 'Cane Height' },
-            ]},
-            { group: 'ADP - Dates', keys: [
-                { key: 'assessment_start_date',    label: 'Assessment Start Date' },
-                { key: 'assessment_end_date',      label: 'Assessment End Date' },
-                { key: 'claim_authorization_date', label: 'Authorization Date' },
-            ]},
-            { group: 'ADP - Authorizer', keys: [
-                { key: 'authorizer_name',  label: 'Authorizer Name' },
-                { key: 'authorizer_phone', label: 'Authorizer Phone' },
-                { key: 'authorizer_email', label: 'Authorizer Email' },
-            ]},
-            { group: 'ADP - Signatures', keys: [
-                { key: 'signature_page_11', label: 'Page 11 Signature' },
-                { key: 'signature_page_12', label: 'Page 12 Signature' },
-            ]},
-            { group: 'ADP - Other', keys: [
-                { key: 'reference',               label: 'Assessment Reference' },
-                { key: 'reason_for_application',  label: 'Reason for Application' },
-            ]},
-        ],
-
-        odsp: [
-            { group: 'ODSP - Signing Fields', keys: [
-                { key: 'sa_client_name', label: 'Client Name (signing)' },
-                { key: 'sa_sign_date',   label: 'Signing Date' },
-                { key: 'sa_signature',   label: 'Client Signature' },
-            ]},
-            { group: 'ODSP - Client Details', keys: [
-                { key: 'client_health_card',         label: 'Health Card Number' },
-                { key: 'client_health_card_version', label: 'Health Card Version' },
-                { key: 'client_weight',              label: 'Weight (lbs)' },
-            ]},
-            { group: 'ODSP - Dates', keys: [
-                { key: 'assessment_start_date',    label: 'Assessment Start Date' },
-                { key: 'assessment_end_date',      label: 'Assessment End Date' },
-            ]},
-            { group: 'ODSP - Authorizer', keys: [
-                { key: 'authorizer_name',  label: 'Authorizer Name' },
-                { key: 'authorizer_phone', label: 'Authorizer Phone' },
-                { key: 'authorizer_email', label: 'Authorizer Email' },
-            ]},
-        ],
-
-        mod: [
-            { group: 'MOD - Dates', keys: [
-                { key: 'assessment_start_date',    label: 'Assessment Start Date' },
-                { key: 'assessment_end_date',      label: 'Assessment End Date' },
-            ]},
-            { group: 'MOD - Authorizer', keys: [
-                { key: 'authorizer_name',  label: 'Authorizer Name' },
-                { key: 'authorizer_phone', label: 'Authorizer Phone' },
-                { key: 'authorizer_email', label: 'Authorizer Email' },
-            ]},
-        ],
-
-        hardship: [
-            { group: 'Hardship - Dates', keys: [
-                { key: 'assessment_start_date',    label: 'Assessment Start Date' },
-                { key: 'assessment_end_date',      label: 'Assessment End Date' },
-            ]},
-            { group: 'Hardship - Authorizer', keys: [
-                { key: 'authorizer_name',  label: 'Authorizer Name' },
-                { key: 'authorizer_phone', label: 'Authorizer Phone' },
-                { key: 'authorizer_email', label: 'Authorizer Email' },
-            ]},
-        ],
-    };
-
-    var DATA_KEYS = COMMON_KEYS.concat(CATEGORY_KEYS[templateCategory] || []);
-
-    // Build a flat lookup: key -> label
-    var KEY_LABELS = {};
-    DATA_KEYS.forEach(function (g) {
-        g.keys.forEach(function (k) { KEY_LABELS[k.key] = k.label; });
-    });
-
-    // Build <option> HTML for the data key dropdown
-    function buildDataKeyOptions(selectedKey) {
-        var html = '<option value="">(custom / none)</option>';
-        DATA_KEYS.forEach(function (g) {
-            html += '<optgroup label="' + g.group + '">';
-            g.keys.forEach(function (k) {
-                html += '<option value="' + k.key + '"'
-                      + (k.key === selectedKey ? ' selected' : '')
-                      + '>' + k.label + ' (' + k.key + ')</option>';
-            });
-            html += '</optgroup>';
-        });
-        return html;
-    }
-
-    var COLORS = {
-        text:      { bg: 'rgba(52,152,219,0.25)',  border: '#3498db' },
-        checkbox:  { bg: 'rgba(46,204,113,0.25)',  border: '#2ecc71' },
-        date:      { bg: 'rgba(230,126,34,0.25)',  border: '#e67e22' },
-        signature: { bg: 'rgba(155,89,182,0.25)',  border: '#9b59b6' },
-    };
-
-    var DEFAULT_SIZES = {
-        text:      { w: 0.150, h: 0.018 },
-        checkbox:  { w: 0.018, h: 0.018 },
-        date:      { w: 0.120, h: 0.018 },
-        signature: { w: 0.200, h: 0.050 },
-    };
-
-    // ================================================================
-    // JSONRPC helper
-    // ================================================================
-
-    function jsonrpc(url, params) {
-        return fetch(url, {
-            method: 'POST',
-            headers: { 'Content-Type': 'application/json' },
-            body: JSON.stringify({ jsonrpc: '2.0', method: 'call', id: 1, params: params || {} })
-        }).then(function (r) { return r.json(); })
-          .then(function (d) {
-              if (d.error) { console.error('RPC error', d.error); return null; }
-              return d.result;
-          });
-    }
-
-    // ================================================================
-    // Init
-    // ================================================================
-
-    function init() {
-        loadFields();
-        setupPageNavigation();
-        setupPaletteDrag();
-        setupContainerDrop();
-        setupPreviewButton();
-        buildDataKeysSidebar();
-
-        // Prevent the image from intercepting drag events
-        if (pageImage) {
-            pageImage.style.pointerEvents = 'none';
-        }
-        // Also prevent any child (except field markers) from blocking drops
-        container.querySelectorAll('#no_preview_placeholder').forEach(function (el) {
-            el.style.pointerEvents = 'none';
-        });
-    }
-
-    function buildDataKeysSidebar() {
-        var list = document.getElementById('dataKeysList');
-        if (!list) return;
-        var html = '';
-        DATA_KEYS.forEach(function (g) {
-            html += '<div class="mb-1 mt-2"><strong>' + g.group + ':</strong></div>';
-            g.keys.forEach(function (k) {
-                html += '<code class="d-block">' + k.key + '</code>';
-            });
-        });
-        list.innerHTML = html;
-    }
-
-    // ================================================================
-    // Load fields
-    // ================================================================
-
-    function loadFields() {
-        jsonrpc('/fusion/pdf-editor/fields', { template_id: templateId }).then(function (result) {
-            if (!result) return;
-            fields = {};
-            result.forEach(function (f) { fields[f.id] = f; fieldCounter++; });
-            renderFieldsForPage(currentPage);
-        });
-    }
-
-    // ================================================================
-    // Render fields on current page
-    // ================================================================
-
-    function renderFieldsForPage(page) {
-        container.querySelectorAll('.pdf-field-marker').forEach(function (el) { el.remove(); });
-        Object.values(fields).forEach(function (f) {
-            if (f.page === page) renderFieldMarker(f);
-        });
-        updateFieldCount();
-    }
-
-    function renderFieldMarker(field) {
-        var c = COLORS[field.field_type] || COLORS.text;
-
-        var marker = document.createElement('div');
-        marker.className = 'pdf-field-marker';
-        marker.dataset.fieldId = field.id;
-        marker.setAttribute('draggable', 'true');
-
-        Object.assign(marker.style, {
-            position: 'absolute',
-            left: (field.pos_x * 100) + '%',
-            top: (field.pos_y * 100) + '%',
-            width: (field.width * 100) + '%',
-            height: Math.max(field.height * 100, 1.5) + '%',
-            backgroundColor: c.bg,
-            border: '2px solid ' + c.border,
-            borderRadius: '3px',
-            cursor: 'move',
-            display: 'flex',
-            alignItems: 'center',
-            fontSize: '10px',
-            color: '#333',
-            fontWeight: '600',
-            overflow: 'hidden',
-            whiteSpace: 'nowrap',
-            textOverflow: 'ellipsis',
-            padding: '0 4px',
-            zIndex: 10,
-            boxSizing: 'border-box',
-            userSelect: 'none',
-        });
-
-        // Label text
-        var label = document.createElement('span');
-        label.style.pointerEvents = 'none';
-        label.style.flex = '1';
-        label.style.overflow = 'hidden';
-        label.style.textOverflow = 'ellipsis';
-        label.textContent = field.label || field.name;
-        marker.appendChild(label);
-
-        // Resize handle (bottom-right corner)
-        var handle = document.createElement('div');
-        Object.assign(handle.style, {
-            position: 'absolute',
-            right: '0',
-            bottom: '0',
-            width: '10px',
-            height: '10px',
-            backgroundColor: c.border,
-            cursor: 'nwse-resize',
-            borderRadius: '2px 0 2px 0',
-            opacity: '0.7',
-        });
-        handle.className = 'resize-handle';
-        handle.addEventListener('mousedown', function (e) {
-            e.preventDefault();
-            e.stopPropagation();
-            startResize(field.id, e);
-        });
-        marker.appendChild(handle);
-
-        // Tooltip
-        marker.title = (field.label || field.name) + '\nKey: ' + (field.field_key || 'unmapped') + '\nType: ' + field.field_type;
-
-        // Drag to reposition
-        marker.addEventListener('dragstart', function (e) { onFieldDragStart(e, field.id); });
-        marker.addEventListener('dragend', function (e) { e.target.style.opacity = ''; });
-
-        // Click to select
-        marker.addEventListener('click', function (e) {
-            e.stopPropagation();
-            selectField(field.id);
-        });
-
-        container.appendChild(marker);
-
-        // Highlight if selected
-        if (field.id === selectedFieldId) {
-            marker.style.boxShadow = '0 0 0 3px #007bff';
-            marker.style.zIndex = '20';
-        }
-    }
-
-    // ================================================================
-    // Drag existing fields to reposition
-    // ================================================================
-
-    var dragOffsetX = 0, dragOffsetY = 0;
-    var dragFieldId = null;
-    var dragSource = null; // 'field' or 'palette'
-    var dragFieldType = null;
-
-    function onFieldDragStart(e, fieldId) {
-        dragSource = 'field';
-        dragFieldId = fieldId;
-        var rect = e.target.getBoundingClientRect();
-        dragOffsetX = e.clientX - rect.left;
-        dragOffsetY = e.clientY - rect.top;
-        e.dataTransfer.effectAllowed = 'move';
-        e.dataTransfer.setData('text/plain', 'field');
-        requestAnimationFrame(function () { e.target.style.opacity = '0.4'; });
-    }
-
-    // ================================================================
-    // Drag from palette to create new field
-    // ================================================================
-
-    function setupPaletteDrag() {
-        document.querySelectorAll('.pdf-palette-item').forEach(function (item) {
-            item.addEventListener('dragstart', function (e) {
-                dragSource = 'palette';
-                dragFieldType = e.currentTarget.dataset.fieldType;
-                dragFieldId = null;
-                e.dataTransfer.effectAllowed = 'copy';
-                e.dataTransfer.setData('text/plain', 'palette');
-                e.currentTarget.style.opacity = '0.5';
-            });
-            item.addEventListener('dragend', function (e) {
-                e.currentTarget.style.opacity = '';
-            });
-        });
-    }
-
-    // ================================================================
-    // Drop handler on PDF container
-    // ================================================================
-
-    function setupContainerDrop() {
-        // Must preventDefault on dragover for drop to fire
-        container.addEventListener('dragover', function (e) {
-            e.preventDefault();
-            e.stopPropagation();
-            e.dataTransfer.dropEffect = (dragSource === 'palette') ? 'copy' : 'move';
-        });
-
-        container.addEventListener('dragenter', function (e) {
-            e.preventDefault();
-            e.stopPropagation();
-        });
-
-        container.addEventListener('drop', function (e) {
-            e.preventDefault();
-            e.stopPropagation();
-
-            // Use the container rect as the reference area
-            // (the image has pointer-events:none, so we use the container which matches its size)
-            var rect = container.getBoundingClientRect();
-
-            if (dragSource === 'palette' && dragFieldType) {
-                // ---- CREATE new field at drop position ----
-                var defaults = DEFAULT_SIZES[dragFieldType] || DEFAULT_SIZES.text;
-                var posX = (e.clientX - rect.left) / rect.width;
-                var posY = (e.clientY - rect.top) / rect.height;
-                posX = normalize(posX, defaults.w);
-                posY = normalize(posY, defaults.h);
-                posX = round3(posX);
-                posY = round3(posY);
-
-                fieldCounter++;
-                var autoName = dragFieldType + '_' + fieldCounter;
-
-                var newField = {
-                    template_id: templateId,
-                    name: autoName,
-                    label: autoName,
-                    field_type: dragFieldType,
-                    field_key: autoName,
-                    page: currentPage,
-                    pos_x: posX,
-                    pos_y: posY,
-                    width: defaults.w,
-                    height: defaults.h,
-                    font_size: 10,
-                };
-
-                jsonrpc('/fusion/pdf-editor/create-field', newField).then(function (res) {
-                    if (res && res.id) {
-                        newField.id = res.id;
-                        fields[res.id] = newField;
-                        renderFieldsForPage(currentPage);
-                        selectField(res.id);
-                    }
-                });
-
-            } else if (dragSource === 'field' && dragFieldId && fields[dragFieldId]) {
-                // ---- MOVE existing field ----
-                var field = fields[dragFieldId];
-                var posX = (e.clientX - rect.left - dragOffsetX) / rect.width;
-                var posY = (e.clientY - rect.top - dragOffsetY) / rect.height;
-                posX = normalize(posX, field.width);
-                posY = normalize(posY, field.height);
-                posX = round3(posX);
-                posY = round3(posY);
-
-                field.pos_x = posX;
-                field.pos_y = posY;
-                saveField(field.id, { pos_x: posX, pos_y: posY });
-                renderFieldsForPage(currentPage);
-                selectField(field.id);
-            }
-
-            dragSource = null;
-            dragFieldId = null;
-            dragFieldType = null;
-        });
-    }
-
-    // ================================================================
-    // Resize handles
-    // ================================================================
-
-    function startResize(fieldId, startEvent) {
-        var field = fields[fieldId];
-        if (!field) return;
-
-        var imgRect = container.getBoundingClientRect();
-        var startX = startEvent.clientX;
-        var startY = startEvent.clientY;
-        var startW = field.width;
-        var startH = field.height;
-        var marker = container.querySelector('[data-field-id="' + fieldId + '"]');
-
-        function onMove(e) {
-            var dx = (e.clientX - startX) / imgRect.width;
-            var dy = (e.clientY - startY) / imgRect.height;
-            var newW = Math.max(startW + dx, 0.010);
-            var newH = Math.max(startH + dy, 0.005);
-
-            // Clamp to page bounds
-            if (field.pos_x + newW > 1.0) newW = 1.0 - field.pos_x;
-            if (field.pos_y + newH > 1.0) newH = 1.0 - field.pos_y;
-
-            field.width = round3(newW);
-            field.height = round3(newH);
-
-            if (marker) {
-                marker.style.width = (field.width * 100) + '%';
-                marker.style.height = Math.max(field.height * 100, 1.5) + '%';
-            }
-        }
-
-        function onUp() {
-            document.removeEventListener('mousemove', onMove);
-            document.removeEventListener('mouseup', onUp);
-            saveField(fieldId, { width: field.width, height: field.height });
-            renderFieldsForPage(currentPage);
-            selectField(fieldId);
-        }
-
-        document.addEventListener('mousemove', onMove);
-        document.addEventListener('mouseup', onUp);
-    }
-
-    // ================================================================
-    // Select field and show properties
-    // ================================================================
-
-    function selectField(fieldId) {
-        selectedFieldId = fieldId;
-        var field = fields[fieldId];
-        if (!field) return;
-
-        // Re-render to update highlights
-        renderFieldsForPage(currentPage);
-
-        var panel = document.getElementById('field_props_body');
-        panel.innerHTML = ''
-            + '<div class="mb-2">'
-            + '  <label class="form-label fw-bold small mb-0">Data Key</label>'
-            + '  <select class="form-select form-select-sm" id="prop_field_key">'
-            + buildDataKeyOptions(field.field_key || '')
-            + '  </select>'
-            + '</div>'
-            + row('Name', 'text', 'prop_name', field.name || '')
-            + row('Label', 'text', 'prop_label', field.label || '')
-            + '<div class="mb-2">'
-            + '  <label class="form-label fw-bold small mb-0">Type</label>'
-            + '  <select class="form-select form-select-sm" id="prop_type">'
-            + '    <option value="text"' + sel(field.field_type, 'text') + '>Text</option>'
-            + '    <option value="checkbox"' + sel(field.field_type, 'checkbox') + '>Checkbox</option>'
-            + '    <option value="signature"' + sel(field.field_type, 'signature') + '>Signature</option>'
-            + '    <option value="date"' + sel(field.field_type, 'date') + '>Date</option>'
-            + '  </select>'
-            + '</div>'
-            + '<div class="row mb-2">'
-            + '  <div class="col-6">' + row('Font Size', 'number', 'prop_font_size', field.font_size || 10, '0.5') + '</div>'
-            + '  <div class="col-6">' + row('Page', 'number', 'prop_page', field.page || 1) + '</div>'
-            + '</div>'
-            + '<div class="row mb-2">'
-            + '  <div class="col-6">' + row('Width', 'number', 'prop_width', field.width || 0.15, '0.005') + '</div>'
-            + '  <div class="col-6">' + row('Height', 'number', 'prop_height', field.height || 0.015, '0.005') + '</div>'
-            + '</div>'
-            + '<div class="row mb-2">'
-            + '  <div class="col-6"><label class="form-label fw-bold small mb-0">X</label>'
-            + '    <input type="text" class="form-control form-control-sm" value="' + round3(field.pos_x) + '" readonly/></div>'
-            + '  <div class="col-6"><label class="form-label fw-bold small mb-0">Y</label>'
-            + '    <input type="text" class="form-control form-control-sm" value="' + round3(field.pos_y) + '" readonly/></div>'
-            + '</div>'
-            + '<div class="mb-2">'
-            + '  <label class="form-label fw-bold small mb-0">Text Align</label>'
-            + '  <div class="btn-group w-100" role="group">'
-            + '    <button type="button" class="btn btn-sm btn-outline-secondary' + (field.text_align === 'left' || !field.text_align ? ' active' : '') + '" data-align="left"><i class="fa fa-align-left"></i></button>'
-            + '    <button type="button" class="btn btn-sm btn-outline-secondary' + (field.text_align === 'center' ? ' active' : '') + '" data-align="center"><i class="fa fa-align-center"></i></button>'
-            + '    <button type="button" class="btn btn-sm btn-outline-secondary' + (field.text_align === 'right' ? ' active' : '') + '" data-align="right"><i class="fa fa-align-right"></i></button>'
-            + '  </div>'
-            + '</div>'
-            + '<div class="d-flex gap-2 mt-3">'
-            + '  <button type="button" class="btn btn-primary btn-sm flex-grow-1" id="btn_save_props">'
-            + '    <i class="fa fa-save me-1"></i>Save</button>'
-            + '  <button type="button" class="btn btn-outline-danger btn-sm" id="btn_delete_field">'
-            + '    <i class="fa fa-trash me-1"></i>Delete</button>'
-            + '</div>';
-
-        // Auto-fill name and label when data key is selected
-        document.getElementById('prop_field_key').addEventListener('change', function () {
-            var selectedKey = this.value;
-            if (selectedKey && KEY_LABELS[selectedKey]) {
-                document.getElementById('prop_name').value = selectedKey;
-                document.getElementById('prop_label').value = KEY_LABELS[selectedKey];
-            }
-        });
-
-        var alignBtns = panel.querySelectorAll('[data-align]');
-        alignBtns.forEach(function (btn) {
-            btn.addEventListener('click', function () {
-                alignBtns.forEach(function (b) { b.classList.remove('active'); });
-                btn.classList.add('active');
-            });
-        });
-
-        document.getElementById('btn_save_props').addEventListener('click', function () {
-            var keySelect = document.getElementById('prop_field_key');
-            var selectedKey = keySelect ? keySelect.value : '';
-            var activeAlign = panel.querySelector('[data-align].active');
-            var vals = {
-                name: val('prop_name'),
-                label: val('prop_label'),
-                field_key: selectedKey,
-                field_type: val('prop_type'),
-                font_size: parseFloat(val('prop_font_size')) || 10,
-                page: parseInt(val('prop_page')) || 1,
-                width: parseFloat(val('prop_width')) || 0.15,
-                height: parseFloat(val('prop_height')) || 0.015,
-                text_align: activeAlign ? activeAlign.dataset.align : 'left',
-            };
-            Object.assign(field, vals);
-            saveField(fieldId, vals);
-            renderFieldsForPage(currentPage);
-            selectField(fieldId);
-        });
-
-        document.getElementById('btn_delete_field').addEventListener('click', function () {
-            if (!confirm('Delete "' + (field.label || field.name) + '"?')) return;
-            jsonrpc('/fusion/pdf-editor/delete-field', { field_id: fieldId }).then(function () {
-                delete fields[fieldId];
-                selectedFieldId = null;
-                renderFieldsForPage(currentPage);
-                panel.innerHTML = '<p class="text-muted small">Field deleted.</p>';
-            });
-        });
-    }
-
-    // ================================================================
-    // Save field to server
-    // ================================================================
-
-    function saveField(fieldId, values) {
-        jsonrpc('/fusion/pdf-editor/update-field', { field_id: fieldId, values: values });
-    }
-
-    // ================================================================
-    // Page navigation
-    // ================================================================
-
-    function setupPageNavigation() {
-        var prev = document.getElementById('btn_prev_page');
-        var next = document.getElementById('btn_next_page');
-        if (prev) prev.addEventListener('click', function () { if (currentPage > 1) switchPage(--currentPage); });
-        if (next) next.addEventListener('click', function () { if (currentPage < pageCount) switchPage(++currentPage); });
-    }
-
-    function switchPage(page) {
-        currentPage = page;
-        var d = document.getElementById('current_page_display');
-        if (d) d.textContent = page;
-        jsonrpc('/fusion/pdf-editor/page-image', { template_id: templateId, page: page }).then(function (r) {
-            if (r && r.image_url && pageImage) pageImage.src = r.image_url;
-            renderFieldsForPage(page);
-        });
-    }
-
-    // ================================================================
-    // Preview
-    // ================================================================
-
-    function setupPreviewButton() {
-        var btn = document.getElementById('btn_preview');
-        if (btn) btn.addEventListener('click', function () {
-            window.open('/fusion/pdf-editor/preview/' + templateId, '_blank');
-        });
-    }
-
-    // ================================================================
-    // Helpers
-    // ================================================================
-
-    function normalize(pos, dim) {
-        if (pos < 0) return 0;
-        if (pos + dim > 1.0) return 1.0 - dim;
-        return pos;
-    }
-
-    function round3(n) { return Math.round((n || 0) * 1000) / 1000; }
-
-    function val(id) { var el = document.getElementById(id); return el ? el.value : ''; }
-
-    function sel(current, option) { return current === option ? ' selected' : ''; }
-
-    function row(label, type, id, value, step) {
-        return '<div class="mb-2"><label class="form-label fw-bold small mb-0">' + label + '</label>'
-             + '<input type="' + type + '" class="form-control form-control-sm" id="' + id + '"'
-             + ' value="' + value + '"' + (step ? ' step="' + step + '"' : '') + '/></div>';
-    }
-
-    function updateFieldCount() {
-        var el = document.getElementById('field_count');
-        if (el) el.textContent = Object.keys(fields).length;
-    }
-
-    // ================================================================
-    // Start
-    // ================================================================
-
-    init();
-});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/portal_search.js

@@ -1,161 +0,0 @@
-/**
- * Fusion Authorizer Portal - Real-time Search
- */
-
-odoo.define('fusion_authorizer_portal.portal_search', function (require) {
-    'use strict';
-    
-    var publicWidget = require('web.public.widget');
-    var ajax = require('web.ajax');
-    
-    publicWidget.registry.PortalSearch = publicWidget.Widget.extend({
-        selector: '#portal-search-input',
-        events: {
-            'input': '_onSearchInput',
-            'keydown': '_onKeyDown',
-        },
-        
-        init: function () {
-            this._super.apply(this, arguments);
-            this.debounceTimer = null;
-            this.searchEndpoint = this._getSearchEndpoint();
-            this.resultsContainer = null;
-        },
-        
-        start: function () {
-            this._super.apply(this, arguments);
-            this.resultsContainer = document.getElementById('cases-table-body');
-            return Promise.resolve();
-        },
-        
-        _getSearchEndpoint: function () {
-            // Determine which portal we're on
-            var path = window.location.pathname;
-            if (path.includes('/my/authorizer')) {
-                return '/my/authorizer/cases/search';
-            } else if (path.includes('/my/sales')) {
-                return '/my/sales/cases/search';
-            }
-            return null;
-        },
-        
-        _onSearchInput: function (ev) {
-            var self = this;
-            var query = ev.target.value.trim();
-            
-            clearTimeout(this.debounceTimer);
-            
-            if (query.length < 2) {
-                // If query is too short, reload original page
-                return;
-            }
-            
-            // Debounce - wait 250ms before searching
-            this.debounceTimer = setTimeout(function () {
-                self._performSearch(query);
-            }, 250);
-        },
-        
-        _onKeyDown: function (ev) {
-            if (ev.key === 'Enter') {
-                ev.preventDefault();
-                var query = ev.target.value.trim();
-                if (query.length >= 2) {
-                    this._performSearch(query);
-                }
-            } else if (ev.key === 'Escape') {
-                ev.target.value = '';
-                window.location.reload();
-            }
-        },
-        
-        _performSearch: function (query) {
-            var self = this;
-            
-            if (!this.searchEndpoint) {
-                console.error('Search endpoint not found');
-                return;
-            }
-            
-            // Show loading indicator
-            this._showLoading(true);
-            
-            ajax.jsonRpc(this.searchEndpoint, 'call', {
-                query: query
-            }).then(function (response) {
-                self._showLoading(false);
-                
-                if (response.error) {
-                    console.error('Search error:', response.error);
-                    return;
-                }
-                
-                self._renderResults(response.results, query);
-            }).catch(function (error) {
-                self._showLoading(false);
-                console.error('Search failed:', error);
-            });
-        },
-        
-        _showLoading: function (show) {
-            var spinner = document.querySelector('.search-loading');
-            if (spinner) {
-                spinner.classList.toggle('active', show);
-            }
-        },
-        
-        _renderResults: function (results, query) {
-            if (!this.resultsContainer) {
-                return;
-            }
-            
-            if (!results || results.length === 0) {
-                this.resultsContainer.innerHTML = `
-                    <tr>
-                        <td colspan="6" class="text-center py-4">
-                            <i class="fa fa-search fa-2x text-muted mb-2"></i>
-                            <p class="text-muted mb-0">No results found for "${query}"</p>
-                        </td>
-                    </tr>
-                `;
-                return;
-            }
-            
-            var html = '';
-            var isAuthorizer = window.location.pathname.includes('/my/authorizer');
-            var baseUrl = isAuthorizer ? '/my/authorizer/case/' : '/my/sales/case/';
-            
-            results.forEach(function (order) {
-                var stateClass = 'bg-secondary';
-                if (order.state === 'sent') stateClass = 'bg-primary';
-                else if (order.state === 'sale') stateClass = 'bg-success';
-                
-                html += `
-                    <tr class="search-result-row">
-                        <td>${self._highlightMatch(order.name, query)}</td>
-                        <td>${self._highlightMatch(order.partner_name, query)}</td>
-                        <td>${order.date_order}</td>
-                        <td>${self._highlightMatch(order.claim_number || '-', query)}</td>
-                        <td><span class="badge ${stateClass}">${order.state_display}</span></td>
-                        <td>
-                            <a href="${baseUrl}${order.id}" class="btn btn-sm btn-primary">
-                                <i class="fa fa-eye me-1"></i>View
-                            </a>
-                        </td>
-                    </tr>
-                `;
-            });
-            
-            this.resultsContainer.innerHTML = html;
-        },
-        
-        _highlightMatch: function (text, query) {
-            if (!text || !query) return text || '';
-            
-            var regex = new RegExp('(' + query.replace(/[.*+?^${}()|[\]\\]/g, '\\$&') + ')', 'gi');
-            return text.replace(regex, '<span class="search-highlight">$1</span>');
-        }
-    });
-    
-    return publicWidget.registry.PortalSearch;
-});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/signature_pad.js

@@ -1,167 +0,0 @@
-/**
- * Fusion Authorizer Portal - Signature Pad
- * Touch-enabled digital signature capture
- */
-
-odoo.define('fusion_authorizer_portal.signature_pad', function (require) {
-    'use strict';
-    
-    var publicWidget = require('web.public.widget');
-    var ajax = require('web.ajax');
-    
-    // Signature Pad Class
-    var SignaturePad = function (canvas, options) {
-        this.canvas = canvas;
-        this.ctx = canvas.getContext('2d');
-        this.options = Object.assign({
-            strokeColor: '#000000',
-            strokeWidth: 2,
-            backgroundColor: '#ffffff'
-        }, options || {});
-        
-        this.isDrawing = false;
-        this.lastX = 0;
-        this.lastY = 0;
-        this.points = [];
-        
-        this._initialize();
-    };
-    
-    SignaturePad.prototype = {
-        _initialize: function () {
-            var self = this;
-            
-            // Set canvas size
-            this._resizeCanvas();
-            
-            // Set drawing style
-            this.ctx.strokeStyle = this.options.strokeColor;
-            this.ctx.lineWidth = this.options.strokeWidth;
-            this.ctx.lineCap = 'round';
-            this.ctx.lineJoin = 'round';
-            
-            // Clear with background color
-            this.clear();
-            
-            // Event listeners
-            this.canvas.addEventListener('mousedown', this._startDrawing.bind(this));
-            this.canvas.addEventListener('mousemove', this._draw.bind(this));
-            this.canvas.addEventListener('mouseup', this._stopDrawing.bind(this));
-            this.canvas.addEventListener('mouseout', this._stopDrawing.bind(this));
-            
-            // Touch events
-            this.canvas.addEventListener('touchstart', this._startDrawing.bind(this), { passive: false });
-            this.canvas.addEventListener('touchmove', this._draw.bind(this), { passive: false });
-            this.canvas.addEventListener('touchend', this._stopDrawing.bind(this), { passive: false });
-            this.canvas.addEventListener('touchcancel', this._stopDrawing.bind(this), { passive: false });
-            
-            // Resize handler
-            window.addEventListener('resize', this._resizeCanvas.bind(this));
-        },
-        
-        _resizeCanvas: function () {
-            var rect = this.canvas.getBoundingClientRect();
-            var ratio = window.devicePixelRatio || 1;
-            
-            this.canvas.width = rect.width * ratio;
-            this.canvas.height = rect.height * ratio;
-            
-            this.ctx.scale(ratio, ratio);
-            this.canvas.style.width = rect.width + 'px';
-            this.canvas.style.height = rect.height + 'px';
-            
-            // Restore drawing style after resize
-            this.ctx.strokeStyle = this.options.strokeColor;
-            this.ctx.lineWidth = this.options.strokeWidth;
-            this.ctx.lineCap = 'round';
-            this.ctx.lineJoin = 'round';
-        },
-        
-        _getPos: function (e) {
-            var rect = this.canvas.getBoundingClientRect();
-            var x, y;
-            
-            if (e.touches && e.touches.length > 0) {
-                x = e.touches[0].clientX - rect.left;
-                y = e.touches[0].clientY - rect.top;
-            } else {
-                x = e.clientX - rect.left;
-                y = e.clientY - rect.top;
-            }
-            
-            return { x: x, y: y };
-        },
-        
-        _startDrawing: function (e) {
-            e.preventDefault();
-            this.isDrawing = true;
-            var pos = this._getPos(e);
-            this.lastX = pos.x;
-            this.lastY = pos.y;
-            this.points.push({ x: pos.x, y: pos.y, start: true });
-        },
-        
-        _draw: function (e) {
-            e.preventDefault();
-            if (!this.isDrawing) return;
-            
-            var pos = this._getPos(e);
-            
-            this.ctx.beginPath();
-            this.ctx.moveTo(this.lastX, this.lastY);
-            this.ctx.lineTo(pos.x, pos.y);
-            this.ctx.stroke();
-            
-            this.lastX = pos.x;
-            this.lastY = pos.y;
-            this.points.push({ x: pos.x, y: pos.y });
-        },
-        
-        _stopDrawing: function (e) {
-            e.preventDefault();
-            this.isDrawing = false;
-        },
-        
-        clear: function () {
-            this.ctx.fillStyle = this.options.backgroundColor;
-            this.ctx.fillRect(0, 0, this.canvas.width, this.canvas.height);
-            this.points = [];
-        },
-        
-        isEmpty: function () {
-            return this.points.length === 0;
-        },
-        
-        toDataURL: function (type, quality) {
-            return this.canvas.toDataURL(type || 'image/png', quality || 1.0);
-        }
-    };
-    
-    // Make SignaturePad available globally for inline scripts
-    window.SignaturePad = SignaturePad;
-    
-    // Widget for signature pads in portal
-    publicWidget.registry.SignaturePadWidget = publicWidget.Widget.extend({
-        selector: '.signature-pad-container',
-        
-        start: function () {
-            this._super.apply(this, arguments);
-            
-            var canvas = this.el.querySelector('canvas');
-            if (canvas) {
-                this.signaturePad = new SignaturePad(canvas);
-            }
-            
-            return Promise.resolve();
-        },
-        
-        getSignaturePad: function () {
-            return this.signaturePad;
-        }
-    });
-    
-    return {
-        SignaturePad: SignaturePad,
-        Widget: publicWidget.registry.SignaturePadWidget
-    };
-});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/technician_location.js

@@ -1,97 +0,0 @@
-/**
- * Technician Location Logger
- * Logs GPS location every 5 minutes during working hours (9 AM - 6 PM)
- * Only logs while the browser tab is visible.
- */
-(function () {
-    'use strict';
-
-    var INTERVAL_MS = 5 * 60 * 1000; // 5 minutes
-    var STORE_OPEN_HOUR = 9;
-    var STORE_CLOSE_HOUR = 18;
-    var locationTimer = null;
-
-    function isWorkingHours() {
-        var now = new Date();
-        var hour = now.getHours();
-        return hour >= STORE_OPEN_HOUR && hour < STORE_CLOSE_HOUR;
-    }
-
-    function isTechnicianPortal() {
-        // Check if we're on a technician portal page
-        return window.location.pathname.indexOf('/my/technician') !== -1;
-    }
-
-    function logLocation() {
-        if (!isWorkingHours()) {
-            return;
-        }
-        if (document.hidden) {
-            return;
-        }
-        if (!navigator.geolocation) {
-            return;
-        }
-
-        navigator.geolocation.getCurrentPosition(
-            function (position) {
-                var data = {
-                    jsonrpc: '2.0',
-                    method: 'call',
-                    params: {
-                        latitude: position.coords.latitude,
-                        longitude: position.coords.longitude,
-                        accuracy: position.coords.accuracy || 0,
-                    }
-                };
-                fetch('/my/technician/location/log', {
-                    method: 'POST',
-                    headers: { 'Content-Type': 'application/json' },
-                    body: JSON.stringify(data),
-                }).catch(function () {
-                    // Silently fail - location logging is best-effort
-                });
-            },
-            function () {
-                // Geolocation permission denied or error - silently ignore
-            },
-            { enableHighAccuracy: true, timeout: 10000, maximumAge: 60000 }
-        );
-    }
-
-    function startLocationLogging() {
-        if (!isTechnicianPortal()) {
-            return;
-        }
-
-        // Log immediately on page load
-        logLocation();
-
-        // Set interval for periodic logging
-        locationTimer = setInterval(logLocation, INTERVAL_MS);
-
-        // Pause/resume on tab visibility change
-        document.addEventListener('visibilitychange', function () {
-            if (document.hidden) {
-                // Tab hidden - clear interval to save battery
-                if (locationTimer) {
-                    clearInterval(locationTimer);
-                    locationTimer = null;
-                }
-            } else {
-                // Tab visible again - log immediately and restart interval
-                logLocation();
-                if (!locationTimer) {
-                    locationTimer = setInterval(logLocation, INTERVAL_MS);
-                }
-            }
-        });
-    }
-
-    // Start when DOM is ready
-    if (document.readyState === 'loading') {
-        document.addEventListener('DOMContentLoaded', startLocationLogging);
-    } else {
-        startLocationLogging();
-    }
-})();

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/technician_push.js

@@ -1,96 +0,0 @@
-/**
- * Fusion Technician Portal - Push Notification Registration
- * Registers service worker and subscribes to push notifications.
- * Include this script on technician portal pages.
- */
-
-(function() {
-    'use strict';
-
-    // Only run on technician portal pages
-    if (!document.querySelector('.tech-portal') && !window.location.pathname.startsWith('/my/technician')) {
-        return;
-    }
-
-    // Get VAPID public key from meta tag or page data
-    var vapidMeta = document.querySelector('meta[name="vapid-public-key"]');
-    var vapidPublicKey = vapidMeta ? vapidMeta.content : null;
-
-    if (!vapidPublicKey || !('serviceWorker' in navigator) || !('PushManager' in window)) {
-        return;
-    }
-
-    function urlBase64ToUint8Array(base64String) {
-        var padding = '='.repeat((4 - base64String.length % 4) % 4);
-        var base64 = (base64String + padding).replace(/-/g, '+').replace(/_/g, '/');
-        var rawData = window.atob(base64);
-        var outputArray = new Uint8Array(rawData.length);
-        for (var i = 0; i < rawData.length; ++i) {
-            outputArray[i] = rawData.charCodeAt(i);
-        }
-        return outputArray;
-    }
-
-    async function registerPushSubscription() {
-        try {
-            // Register service worker
-            var registration = await navigator.serviceWorker.register(
-                '/fusion_authorizer_portal/static/src/js/technician_sw.js',
-                {scope: '/my/technician/'}
-            );
-
-            // Wait for service worker to be ready
-            await navigator.serviceWorker.ready;
-
-            // Check existing subscription
-            var subscription = await registration.pushManager.getSubscription();
-
-            if (!subscription) {
-                // Request permission
-                var permission = await Notification.requestPermission();
-                if (permission !== 'granted') {
-                    console.log('[TechPush] Notification permission denied');
-                    return;
-                }
-
-                // Subscribe
-                subscription = await registration.pushManager.subscribe({
-                    userVisibleOnly: true,
-                    applicationServerKey: urlBase64ToUint8Array(vapidPublicKey),
-                });
-            }
-
-            // Send subscription to server
-            var key = subscription.getKey('p256dh');
-            var auth = subscription.getKey('auth');
-
-            var response = await fetch('/my/technician/push/subscribe', {
-                method: 'POST',
-                headers: {'Content-Type': 'application/json'},
-                body: JSON.stringify({
-                    jsonrpc: '2.0',
-                    method: 'call',
-                    params: {
-                        endpoint: subscription.endpoint,
-                        p256dh: btoa(String.fromCharCode.apply(null, new Uint8Array(key))),
-                        auth: btoa(String.fromCharCode.apply(null, new Uint8Array(auth))),
-                    }
-                }),
-            });
-
-            var data = await response.json();
-            if (data.result && data.result.success) {
-                console.log('[TechPush] Push subscription registered successfully');
-            }
-        } catch (error) {
-            console.warn('[TechPush] Push registration failed:', error);
-        }
-    }
-
-    // Register after page load
-    if (document.readyState === 'complete') {
-        registerPushSubscription();
-    } else {
-        window.addEventListener('load', registerPushSubscription);
-    }
-})();

fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/technician_sw.js

@@ -1,77 +0,0 @@
-/**
- * Fusion Technician Portal - Service Worker for Push Notifications
- * Handles push events and notification clicks.
- */
-
-self.addEventListener('push', function(event) {
-    if (!event.data) return;
-
-    var data;
-    try {
-        data = event.data.json();
-    } catch (e) {
-        data = {title: 'New Notification', body: event.data.text()};
-    }
-
-    var options = {
-        body: data.body || '',
-        icon: '/fusion_authorizer_portal/static/description/icon.png',
-        badge: '/fusion_authorizer_portal/static/description/icon.png',
-        tag: 'tech-task-' + (data.task_id || 'general'),
-        renotify: true,
-        data: {
-            url: data.url || '/my/technician',
-            taskId: data.task_id,
-            taskType: data.task_type,
-        },
-        actions: [],
-    };
-
-    // Add contextual actions based on task type
-    if (data.url) {
-        options.actions.push({action: 'view', title: 'View Task'});
-    }
-    if (data.task_type === 'delivery' || data.task_type === 'repair') {
-        options.actions.push({action: 'navigate', title: 'Navigate'});
-    }
-
-    event.waitUntil(
-        self.registration.showNotification(data.title || 'Fusion Technician', options)
-    );
-});
-
-self.addEventListener('notificationclick', function(event) {
-    event.notification.close();
-
-    var url = '/my/technician';
-    if (event.notification.data && event.notification.data.url) {
-        url = event.notification.data.url;
-    }
-
-    if (event.action === 'navigate' && event.notification.data && event.notification.data.taskId) {
-        // Open Google Maps for the task (will redirect through portal)
-        url = '/my/technician/task/' + event.notification.data.taskId;
-    }
-
-    event.waitUntil(
-        clients.matchAll({type: 'window', includeUncontrolled: true}).then(function(clientList) {
-            // Focus existing window if open
-            for (var i = 0; i < clientList.length; i++) {
-                var client = clientList[i];
-                if (client.url.indexOf('/my/technician') !== -1 && 'focus' in client) {
-                    client.navigate(url);
-                    return client.focus();
-                }
-            }
-            // Open new window
-            if (clients.openWindow) {
-                return clients.openWindow(url);
-            }
-        })
-    );
-});
-
-// Keep service worker alive
-self.addEventListener('activate', function(event) {
-    event.waitUntil(self.clients.claim());
-});

fusion_authorizer_portal/fusion_authorizer_portal/static/src/xml/chatter_message_authorizer.xml

@@ -1,27 +0,0 @@
-<?xml version="1.0" encoding="UTF-8" ?>
-<!--
-    Fusion Authorizer Portal - Message Authorizer Chatter Button
-    Copyright 2026 Nexa Systems Inc.
-    License OPL-1
-
-    Adds a "Message Authorizer" icon button to the chatter topbar
-    on sale.order forms (after the Activity button).
--->
-<templates xml:space="preserve">
-
-    <t t-inherit="mail.Chatter" t-inherit-mode="extension">
-
-        <!-- Insert after the Activity button -->
-        <xpath expr="//button[hasclass('o-mail-Chatter-activity')]" position="after">
-            <button t-if="state.thread and state.thread.model === 'sale.order'"
-                    class="o-mail-Chatter-messageAuthorizer btn btn-secondary text-nowrap me-1"
-                    t-att-class="{ 'my-2': !props.compactHeight }"
-                    t-on-click="onClickMessageAuthorizer"
-                    title="Message Authorizer">
-                <span>Message Authorizer</span>
-            </button>
-        </xpath>
-
-    </t>
-
-</templates>

fusion_authorizer_portal/fusion_authorizer_portal/utils/__init__.py

@@ -1,3 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from . import pdf_filler

fusion_authorizer_portal/fusion_authorizer_portal/utils/pdf_filler.py

@@ -1,146 +0,0 @@
-# -*- coding: utf-8 -*-
-# Fusion PDF Template Filler
-# Generic utility for filling any PDF template with data overlays.
-# Uses the same pattern as Odoo Enterprise Sign module (sign/utils/pdf_handling.py):
-#   - Read original PDF page dimensions from mediaBox
-#   - Create reportlab Canvas overlay at the same page size
-#   - Convert percentage positions (0.0-1.0) to absolute PDF coordinates
-#   - Merge overlay onto original page via mergePage()
-
-import logging
-from io import BytesIO
-
-from reportlab.pdfgen import canvas
-from reportlab.lib.utils import ImageReader
-
-from odoo.tools.pdf import PdfFileReader, PdfFileWriter
-
-_logger = logging.getLogger(__name__)
-
-
-class PDFTemplateFiller:
-    """Generic PDF template filler. Works with any template, any number of pages."""
-
-    @staticmethod
-    def fill_template(template_pdf_bytes, fields_by_page, context, signatures=None):
-        """Fill a PDF template by overlaying text/checkmarks/signatures at configured positions.
-
-        Args:
-            template_pdf_bytes: bytes of the original PDF
-            fields_by_page: {page_num: [field_dicts]} where page_num is 1-based
-                Each field_dict has: field_key, pos_x, pos_y, width, height,
-                                     field_type, font_size, font_name
-            context: flat dict of {field_key: value} with all available data
-            signatures: dict of {field_key: binary_png} for signature image fields
-
-        Returns:
-            bytes of the filled PDF (all pages preserved)
-        """
-        if signatures is None:
-            signatures = {}
-
-        try:
-            original = PdfFileReader(BytesIO(template_pdf_bytes))
-        except Exception as e:
-            _logger.error("Failed to read template PDF: %s", e)
-            raise
-
-        output = PdfFileWriter()
-        num_pages = original.getNumPages()
-
-        for page_idx in range(num_pages):
-            page = original.getPage(page_idx)
-            page_num = page_idx + 1  # 1-based page number
-            page_w = float(page.mediaBox.getWidth())
-            page_h = float(page.mediaBox.getHeight())
-
-            fields = fields_by_page.get(page_num, [])
-
-            if fields:
-                # Create a transparent overlay for this page
-                overlay_buf = BytesIO()
-                c = canvas.Canvas(overlay_buf, pagesize=(page_w, page_h))
-
-                for field in fields:
-                    PDFTemplateFiller._draw_field(
-                        c, field, context, signatures, page_w, page_h
-                    )
-
-                c.save()
-                overlay_buf.seek(0)
-
-                # Merge overlay onto original page (same as sign module)
-                overlay_pdf = PdfFileReader(overlay_buf)
-                page.mergePage(overlay_pdf.getPage(0))
-
-            output.addPage(page)
-
-        result = BytesIO()
-        output.write(result)
-        return result.getvalue()
-
-    @staticmethod
-    def _draw_field(c, field, context, signatures, page_w, page_h):
-        """Draw a single field onto the reportlab canvas.
-
-        Args:
-            c: reportlab Canvas
-            field: dict with field_key, pos_x, pos_y, width, height, field_type, etc.
-            context: data context dict
-            signatures: dict of {field_key: binary} for signature fields
-            page_w: page width in PDF points
-            page_h: page height in PDF points
-        """
-        field_key = field.get('field_key') or field.get('field_name', '')
-        field_type = field.get('field_type', 'text')
-        value = context.get(field_key, field.get('default_value', ''))
-
-        if not value and field_type != 'signature':
-            return
-
-        # Convert percentage positions to absolute PDF coordinates
-        # pos_x/pos_y are 0.0-1.0 ratios from top-left
-        # PDF coordinate system: origin at bottom-left, Y goes up
-        abs_x = field['pos_x'] * page_w
-        abs_y = page_h - (field['pos_y'] * page_h)  # flip Y axis
-
-        font_name = field.get('font_name', 'Helvetica')
-        font_size = field.get('font_size', 10.0)
-
-        if field_type in ('text', 'date'):
-            c.setFont(font_name, font_size)
-            text_val = str(value)
-            field_h = field.get('height', 0.018) * page_h
-            text_y = abs_y - field_h + (field_h - font_size) / 2
-            align = field.get('text_align', 'left')
-            if align == 'center':
-                center_x = abs_x + (field.get('width', 0.15) * page_w) / 2
-                c.drawCentredString(center_x, text_y, text_val)
-            elif align == 'right':
-                right_x = abs_x + field.get('width', 0.15) * page_w
-                c.drawRightString(right_x, text_y, text_val)
-            else:
-                c.drawString(abs_x, text_y, text_val)
-
-        elif field_type == 'checkbox':
-            if value:
-                c.setFont('ZapfDingbats', font_size)
-                cb_h = field.get('height', 0.018) * page_h
-                cb_y = abs_y - cb_h + (cb_h - font_size) / 2
-                c.drawString(abs_x, cb_y, '4')
-
-        elif field_type == 'signature':
-            sig_data = signatures.get(field_key)
-            if sig_data:
-                try:
-                    img = ImageReader(BytesIO(sig_data))
-                    sig_w = field.get('width', 0.15) * page_w
-                    sig_h = field.get('height', 0.05) * page_h
-                    # Draw signature image (position from top, so adjust Y)
-                    c.drawImage(
-                        img, abs_x, abs_y - sig_h,
-                        width=sig_w, height=sig_h,
-                        mask='auto',
-                    )
-                except Exception as e:
-                    _logger.warning("Failed to draw signature for %s: %s", field_key, e)

fusion_authorizer_portal/fusion_authorizer_portal/views/assessment_views.xml

@@ -1,258 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-
-    <!-- Assessment Tree View -->
-    <record id="view_fusion_assessment_tree" model="ir.ui.view">
-        <field name="name">fusion.assessment.tree</field>
-        <field name="model">fusion.assessment</field>
-        <field name="arch" type="xml">
-            <list string="Assessments" decoration-info="state == 'draft'" decoration-warning="state == 'pending_signature'" decoration-success="state == 'completed'" decoration-muted="state == 'cancelled'">
-                <field name="reference"/>
-                <field name="client_name"/>
-                <field name="assessment_date"/>
-                <field name="sales_rep_id"/>
-                <field name="authorizer_id"/>
-                <field name="state" widget="badge" decoration-info="state == 'draft'" decoration-warning="state == 'pending_signature'" decoration-success="state == 'completed'" decoration-danger="state == 'cancelled'"/>
-                <field name="signatures_complete" widget="boolean"/>
-                <field name="sale_order_id"/>
-            </list>
-        </field>
-    </record>
-
-    <!-- Assessment Form View -->
-    <record id="view_fusion_assessment_form" model="ir.ui.view">
-        <field name="name">fusion.assessment.form</field>
-        <field name="model">fusion.assessment</field>
-        <field name="arch" type="xml">
-            <form string="Assessment">
-                <header>
-                    <button name="action_mark_pending_signature" type="object" string="Mark Pending Signature" class="btn-primary" invisible="state != 'draft'"/>
-                    <button name="action_complete" type="object" string="Complete Assessment" class="btn-success" invisible="state not in ['draft', 'pending_signature']"/>
-                    <button name="action_cancel" type="object" string="Cancel" invisible="state in ['completed', 'cancelled']"/>
-                    <button name="action_reset_draft" type="object" string="Reset to Draft" invisible="state != 'cancelled'"/>
-                    <field name="state" widget="statusbar" statusbar_visible="draft,pending_signature,completed"/>
-                </header>
-                <sheet>
-                    <div class="oe_button_box" name="button_box">
-                        <button name="action_view_documents" type="object" class="oe_stat_button" icon="fa-file-pdf-o">
-                            <field name="document_count" string="Documents" widget="statinfo"/>
-                        </button>
-                        <button name="action_view_sale_order" type="object" class="oe_stat_button" icon="fa-shopping-cart" invisible="not sale_order_id">
-                            <span class="o_stat_text">Sale Order</span>
-                        </button>
-                    </div>
-                    
-                    <div class="oe_title">
-                        <h1>
-                            <field name="reference" readonly="1"/>
-                        </h1>
-                    </div>
-                    
-                    <group>
-                        <group string="Client Information">
-                            <field name="client_name"/>
-                            <field name="client_first_name"/>
-                            <field name="client_last_name"/>
-                            <field name="client_phone"/>
-                            <field name="client_mobile"/>
-                            <field name="client_email"/>
-                            <field name="client_dob"/>
-                            <field name="client_health_card"/>
-                        </group>
-                        <group string="Address">
-                            <field name="client_street"/>
-                            <field name="client_city"/>
-                            <field name="client_state"/>
-                            <field name="client_postal_code"/>
-                            <field name="client_country_id"/>
-                        </group>
-                    </group>
-                    
-                    <group>
-                        <group string="Assessment Details">
-                            <field name="assessment_date"/>
-                            <field name="assessment_location"/>
-                            <field name="assessment_location_notes"/>
-                        </group>
-                        <group string="Participants">
-                            <field name="sales_rep_id"/>
-                            <field name="authorizer_id"/>
-                            <field name="partner_id"/>
-                            <field name="create_new_partner"/>
-                        </group>
-                    </group>
-                    
-                    <group>
-                        <group string="Client References">
-                            <field name="client_reference_1"/>
-                            <field name="client_reference_2"/>
-                        </group>
-                    </group>
-                    
-                    <notebook>
-                        <page string="Wheelchair Specifications" name="specs">
-                            <group>
-                                <group string="Seat Measurements">
-                                    <field name="seat_width"/>
-                                    <field name="seat_depth"/>
-                                    <field name="seat_to_floor_height"/>
-                                    <field name="seat_angle"/>
-                                </group>
-                                <group string="Back &amp; Arms">
-                                    <field name="back_height"/>
-                                    <field name="back_angle"/>
-                                    <field name="armrest_height"/>
-                                    <field name="footrest_length"/>
-                                </group>
-                            </group>
-                            <group>
-                                <group string="Overall Dimensions">
-                                    <field name="overall_width"/>
-                                    <field name="overall_length"/>
-                                    <field name="overall_height"/>
-                                </group>
-                                <group string="Client Measurements">
-                                    <field name="client_weight"/>
-                                    <field name="client_height"/>
-                                </group>
-                            </group>
-                        </page>
-                        
-                        <page string="Product Types" name="products">
-                            <group>
-                                <group>
-                                    <field name="cushion_type"/>
-                                    <field name="cushion_notes"/>
-                                    <field name="backrest_type"/>
-                                    <field name="backrest_notes"/>
-                                </group>
-                                <group>
-                                    <field name="frame_type"/>
-                                    <field name="frame_notes"/>
-                                    <field name="wheel_type"/>
-                                    <field name="wheel_notes"/>
-                                </group>
-                            </group>
-                        </page>
-                        
-                        <page string="Needs &amp; Requirements" name="needs">
-                            <group>
-                                <field name="diagnosis"/>
-                                <field name="mobility_notes"/>
-                                <field name="accessibility_notes"/>
-                                <field name="special_requirements"/>
-                            </group>
-                        </page>
-                        
-                        <page string="Signatures" name="signatures">
-                            <group>
-                                <group string="Page 11 - Authorizer Signature">
-                                    <field name="signature_page_11" widget="image" class="oe_avatar"/>
-                                    <field name="signature_page_11_name"/>
-                                    <field name="signature_page_11_date"/>
-                                </group>
-                                <group string="Page 12 - Client Signature">
-                                    <field name="signature_page_12" widget="image" class="oe_avatar"/>
-                                    <field name="signature_page_12_name"/>
-                                    <field name="signature_page_12_date"/>
-                                </group>
-                            </group>
-                            <group>
-                                <field name="signatures_complete"/>
-                            </group>
-                        </page>
-                        
-                        <page string="Documents" name="documents">
-                            <field name="document_ids">
-                                <list string="Documents">
-                                    <field name="document_type"/>
-                                    <field name="filename"/>
-                                    <field name="revision"/>
-                                    <field name="upload_date"/>
-                                    <field name="uploaded_by"/>
-                                </list>
-                            </field>
-                        </page>
-                        
-                        <page string="Comments" name="comments">
-                            <field name="comment_ids">
-                                <list string="Comments">
-                                    <field name="create_date"/>
-                                    <field name="author_id"/>
-                                    <field name="comment"/>
-                                </list>
-                            </field>
-                        </page>
-                    </notebook>
-                    
-                    <group invisible="not sale_order_id">
-                        <field name="sale_order_id"/>
-                    </group>
-                </sheet>
-                <div class="oe_chatter">
-                    <field name="message_follower_ids"/>
-                    <field name="activity_ids"/>
-                    <field name="message_ids"/>
-                </div>
-            </form>
-        </field>
-    </record>
-
-    <!-- Assessment Search View -->
-    <record id="view_fusion_assessment_search" model="ir.ui.view">
-        <field name="name">fusion.assessment.search</field>
-        <field name="model">fusion.assessment</field>
-        <field name="arch" type="xml">
-            <search string="Search Assessments">
-                <field name="reference"/>
-                <field name="client_name"/>
-                <field name="client_email"/>
-                <field name="sales_rep_id"/>
-                <field name="authorizer_id"/>
-                <separator/>
-                <filter string="In Progress" name="draft" domain="[('state', '=', 'draft')]"/>
-                <filter string="Pending Signature" name="pending" domain="[('state', '=', 'pending_signature')]"/>
-                <filter string="Completed" name="completed" domain="[('state', '=', 'completed')]"/>
-                <filter string="Cancelled" name="cancelled" domain="[('state', '=', 'cancelled')]"/>
-                <separator/>
-                <filter string="My Assessments" name="my_assessments" domain="[('sales_rep_id', '=', uid)]"/>
-                <separator/>
-                <filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
-                <filter string="Sales Rep" name="group_sales_rep" context="{'group_by': 'sales_rep_id'}"/>
-                <filter string="Authorizer" name="group_authorizer" context="{'group_by': 'authorizer_id'}"/>
-                <filter string="Date" name="group_date" context="{'group_by': 'assessment_date:month'}"/>
-            </search>
-        </field>
-    </record>
-
-    <!-- Assessment Action -->
-    <record id="action_fusion_assessment" model="ir.actions.act_window">
-        <field name="name">Assessments</field>
-        <field name="res_model">fusion.assessment</field>
-        <field name="view_mode">list,form</field>
-        <field name="search_view_id" ref="view_fusion_assessment_search"/>
-        <field name="context">{'search_default_my_assessments': 1}</field>
-        <field name="help" type="html">
-            <p class="o_view_nocontent_smiling_face">
-                Create your first assessment
-            </p>
-            <p>
-                Assessments are used to record wheelchair specifications and client needs.
-                Once completed, they will create a draft sale order for review.
-            </p>
-        </field>
-    </record>
-
-    <!-- Menu Items -->
-    <menuitem id="menu_fusion_assessment_root"
-              name="Assessments"
-              parent="fusion_claims.menu_adp_claims_root"
-              sequence="42"/>
-    
-    <menuitem id="menu_fusion_assessment_list"
-              name="All Assessments"
-              parent="menu_fusion_assessment_root"
-              action="action_fusion_assessment"
-              sequence="10"/>
-
-</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/views/pdf_template_views.xml

@@ -1,171 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-
-    <!-- ============================================================ -->
-    <!-- PDF Template - Form View                                      -->
-    <!-- ============================================================ -->
-    <record id="fusion_pdf_template_form" model="ir.ui.view">
-        <field name="name">fusion.pdf.template.form</field>
-        <field name="model">fusion.pdf.template</field>
-        <field name="arch" type="xml">
-            <form string="PDF Template">
-                <header>
-                    <button name="action_activate" string="Activate" type="object"
-                            class="btn-primary"
-                            invisible="state != 'draft'"/>
-                    <button name="action_archive" string="Archive" type="object"
-                            class="btn-secondary"
-                            invisible="state != 'active'"/>
-                    <button name="action_reset_draft" string="Reset to Draft" type="object"
-                            class="btn-secondary"
-                            invisible="state != 'archived'"/>
-                    <field name="state" widget="statusbar" statusbar_visible="draft,active"/>
-                </header>
-                <sheet>
-                    <div class="oe_title">
-                        <h1>
-                            <field name="name" placeholder="e.g., ADP Page 11 - Consent"/>
-                        </h1>
-                    </div>
-                    <group>
-                        <group>
-                            <field name="category"/>
-                            <field name="version"/>
-                            <field name="page_count"/>
-                        </group>
-                        <group>
-                            <field name="pdf_file" filename="pdf_filename"/>
-                            <field name="pdf_filename" invisible="1"/>
-                            <field name="field_count"/>
-                        </group>
-                    </group>
-
-                    <div class="alert alert-info" role="alert" style="margin: 10px 0;">
-                        <strong>How to use:</strong>
-                        1. Upload the agency's PDF form above.
-                        2. Upload page preview images (screenshots/photos of each page) in the Previews tab.
-                        3. Click "Open Field Editor" to visually position fields on the PDF.
-                        4. Activate the template when ready.
-                    </div>
-
-                    <div class="d-flex gap-2 mb-3">
-                        <button name="action_generate_previews" string="Generate Page Previews"
-                                type="object" class="btn-secondary"
-                                icon="fa-image"
-                                invisible="not pdf_file"/>
-                        <button name="action_open_field_editor" string="Open Field Editor"
-                                type="object" class="btn-primary"
-                                icon="fa-pencil-square-o"
-                                invisible="not pdf_file"/>
-                    </div>
-
-                    <notebook>
-                        <page string="Fields" name="fields">
-                            <field name="field_ids">
-                                <list editable="bottom">
-                                    <field name="sequence" widget="handle"/>
-                                    <field name="page"/>
-                                    <field name="name"/>
-                                    <field name="label"/>
-                                    <field name="field_type"/>
-                                    <field name="field_key"/>
-                                    <field name="pos_x"/>
-                                    <field name="pos_y"/>
-                                    <field name="width"/>
-                                    <field name="height"/>
-                                    <field name="font_size"/>
-                                    <field name="font_name"/>
-                                    <field name="default_value"/>
-                                    <field name="is_active"/>
-                                </list>
-                            </field>
-                        </page>
-                        <page string="Page Previews" name="previews">
-                            <field name="preview_ids">
-                                <list editable="bottom">
-                                    <field name="page"/>
-                                    <field name="image" widget="image" options="{'size': [200, 200]}"/>
-                                    <field name="image_filename"/>
-                                </list>
-                            </field>
-                        </page>
-                        <page string="Notes" name="notes">
-                            <field name="notes" placeholder="Usage notes, which assessments use this template..."/>
-                        </page>
-                    </notebook>
-                </sheet>
-            </form>
-        </field>
-    </record>
-
-    <!-- ============================================================ -->
-    <!-- PDF Template - List View                                      -->
-    <!-- ============================================================ -->
-    <record id="fusion_pdf_template_list" model="ir.ui.view">
-        <field name="name">fusion.pdf.template.list</field>
-        <field name="model">fusion.pdf.template</field>
-        <field name="arch" type="xml">
-            <list>
-                <field name="name"/>
-                <field name="category"/>
-                <field name="version"/>
-                <field name="page_count"/>
-                <field name="field_count"/>
-                <field name="state" widget="badge"
-                       decoration-success="state == 'active'"
-                       decoration-info="state == 'draft'"
-                       decoration-muted="state == 'archived'"/>
-            </list>
-        </field>
-    </record>
-
-    <!-- ============================================================ -->
-    <!-- PDF Template - Search View                                    -->
-    <!-- ============================================================ -->
-    <record id="fusion_pdf_template_search" model="ir.ui.view">
-        <field name="name">fusion.pdf.template.search</field>
-        <field name="model">fusion.pdf.template</field>
-        <field name="arch" type="xml">
-            <search>
-                <field name="name"/>
-                <field name="category"/>
-                <filter name="active_templates" string="Active" domain="[('state', '=', 'active')]"/>
-                <filter name="draft_templates" string="Draft" domain="[('state', '=', 'draft')]"/>
-                <separator/>
-                <filter name="group_category" string="Agency" context="{'group_by': 'category'}"/>
-                <filter name="group_state" string="Status" context="{'group_by': 'state'}"/>
-            </search>
-        </field>
-    </record>
-
-    <!-- ============================================================ -->
-    <!-- PDF Template - Action                                         -->
-    <!-- ============================================================ -->
-    <record id="action_fusion_pdf_template" model="ir.actions.act_window">
-        <field name="name">PDF Templates</field>
-        <field name="res_model">fusion.pdf.template</field>
-        <field name="view_mode">list,form</field>
-        <field name="search_view_id" ref="fusion_pdf_template_search"/>
-        <field name="context">{'search_default_active_templates': 1}</field>
-        <field name="help" type="html">
-            <p class="o_view_nocontent_smiling_face">
-                Create your first PDF template
-            </p>
-            <p>
-                Upload a funding agency's PDF form, position fields on it using the
-                visual editor, and generate filled PDFs automatically from assessment data.
-            </p>
-        </field>
-    </record>
-
-    <!-- ============================================================ -->
-    <!-- Menu Item (under Fusion Claims > Configuration)               -->
-    <!-- ============================================================ -->
-    <!-- Direct under Fusion Claims > Configuration -->
-    <menuitem id="menu_fusion_pdf_templates"
-              name="PDF Templates"
-              parent="fusion_claims.menu_adp_config"
-              action="action_fusion_pdf_template"
-              sequence="40"/>
-
-</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/views/portal_accessibility_templates.xml

@@ -1,712 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<!--
-    Copyright 2024-2026 Nexa Systems Inc.
-    License OPL-1 (Odoo Proprietary License v1.0)
-    Part of the Fusion Claim Assistant product family.
-    
-    Accessibility Assessment Portal Templates
--->
-<odoo>
-    <!-- ============================================================= -->
-    <!-- ASSESSMENT TYPE SELECTOR PAGE                                  -->
-    <!-- ============================================================= -->
-    <template id="portal_accessibility_selector" name="Accessibility Assessment Selector">
-        <t t-call="portal.portal_layout">
-            <t t-set="breadcrumbs_searchbar" t-value="True"/>
-            <t t-set="no_breadcrumbs" t-value="True"/>
-            
-            <div class="container py-4">
-                <!-- Custom Breadcrumb -->
-                <nav aria-label="breadcrumb" class="mb-4">
-                    <ol class="breadcrumb">
-                        <li class="breadcrumb-item"><a href="/my">Dashboard</a></li>
-                        <li class="breadcrumb-item active">Accessibility Assessment</li>
-                    </ol>
-                </nav>
-                
-                <div class="row">
-                    <div class="col-12">
-                        <h2 class="mb-4">
-                            <i class="fa fa-wheelchair text-primary"></i>
-                            Accessibility Assessment
-                        </h2>
-                        <p class="text-muted mb-4">
-                            Select the type of accessibility assessment you want to perform.
-                        </p>
-                    </div>
-                </div>
-                
-                <div class="row">
-                    <!-- Stair Lifts -->
-                    <div class="col-md-6 col-lg-4 mb-4">
-                        <div class="card h-100 border-0 shadow-sm">
-                            <div class="card-body text-center">
-                                <div class="mb-3">
-                                    <i class="fa fa-level-up fa-3x text-primary"></i>
-                                </div>
-                                <h5 class="card-title">Straight Stair Lift</h5>
-                                <p class="card-text text-muted small">
-                                    Standard stair lift for straight staircases.
-                                    Includes track length calculation.
-                                </p>
-                                <a href="/my/accessibility/stairlift/straight" class="btn btn-primary btn-block">
-                                    <i class="fa fa-plus-circle"></i> Start Assessment
-                                </a>
-                            </div>
-                        </div>
-                    </div>
-                    
-                    <div class="col-md-6 col-lg-4 mb-4">
-                        <div class="card h-100 border-0 shadow-sm">
-                            <div class="card-body text-center">
-                                <div class="mb-3">
-                                    <i class="fa fa-refresh fa-3x text-info"></i>
-                                </div>
-                                <h5 class="card-title">Curved Stair Lift</h5>
-                                <p class="card-text text-muted small">
-                                    Custom curved stair lift with parking options.
-                                    Includes curve and step calculations.
-                                </p>
-                                <a href="/my/accessibility/stairlift/curved" class="btn btn-info btn-block">
-                                    <i class="fa fa-plus-circle"></i> Start Assessment
-                                </a>
-                            </div>
-                        </div>
-                    </div>
-                    
-                    <!-- VPL -->
-                    <div class="col-md-6 col-lg-4 mb-4">
-                        <div class="card h-100 border-0 shadow-sm">
-                            <div class="card-body text-center">
-                                <div class="mb-3">
-                                    <i class="fa fa-arrows-v fa-3x text-success"></i>
-                                </div>
-                                <h5 class="card-title">Vertical Platform Lift</h5>
-                                <p class="card-text text-muted small">
-                                    VPL assessment with room dimensions,
-                                    power requirements, and certification.
-                                </p>
-                                <a href="/my/accessibility/vpl" class="btn btn-success btn-block">
-                                    <i class="fa fa-plus-circle"></i> Start Assessment
-                                </a>
-                            </div>
-                        </div>
-                    </div>
-                    
-                    <!-- Ceiling Lift -->
-                    <div class="col-md-6 col-lg-4 mb-4">
-                        <div class="card h-100 border-0 shadow-sm">
-                            <div class="card-body text-center">
-                                <div class="mb-3">
-                                    <i class="fa fa-cloud-upload fa-3x text-warning"></i>
-                                </div>
-                                <h5 class="card-title">Ceiling Lift</h5>
-                                <p class="card-text text-muted small">
-                                    Ceiling lift with track length, movement type,
-                                    and additional features.
-                                </p>
-                                <a href="/my/accessibility/ceiling-lift" class="btn btn-warning btn-block">
-                                    <i class="fa fa-plus-circle"></i> Start Assessment
-                                </a>
-                            </div>
-                        </div>
-                    </div>
-                    
-                    <!-- Custom Ramp -->
-                    <div class="col-md-6 col-lg-4 mb-4">
-                        <div class="card h-100 border-0 shadow-sm">
-                            <div class="card-body text-center">
-                                <div class="mb-3">
-                                    <i class="fa fa-road fa-3x text-danger"></i>
-                                </div>
-                                <h5 class="card-title">Custom Ramp</h5>
-                                <p class="card-text text-muted small">
-                                    Ramp with Ontario Building Code compliance.
-                                    Auto-calculates length and landings.
-                                </p>
-                                <a href="/my/accessibility/ramp" class="btn btn-danger btn-block">
-                                    <i class="fa fa-plus-circle"></i> Start Assessment
-                                </a>
-                            </div>
-                        </div>
-                    </div>
-                    
-                    <!-- Bathroom Modifications -->
-                    <div class="col-md-6 col-lg-4 mb-4">
-                        <div class="card h-100 border-0 shadow-sm">
-                            <div class="card-body text-center">
-                                <div class="mb-3">
-                                    <i class="fa fa-bath fa-3x text-secondary"></i>
-                                </div>
-                                <h5 class="card-title">Bathroom Modification</h5>
-                                <p class="card-text text-muted small">
-                                    General bathroom modifications.
-                                    Free-form description with photos.
-                                </p>
-                                <a href="/my/accessibility/bathroom" class="btn btn-secondary btn-block">
-                                    <i class="fa fa-plus-circle"></i> Start Assessment
-                                </a>
-                            </div>
-                        </div>
-                    </div>
-                    
-                    <!-- Tub Cutout -->
-                    <div class="col-md-6 col-lg-4 mb-4">
-                        <div class="card h-100 border-0 shadow-sm">
-                            <div class="card-body text-center">
-                                <div class="mb-3">
-                                    <i class="fa fa-cut fa-3x" style="color: #6c5ce7;"></i>
-                                </div>
-                                <h5 class="card-title">Tub Cutout</h5>
-                                <p class="card-text text-muted small">
-                                    Tub cutout assessment with internal and
-                                    external height measurements.
-                                </p>
-                                <a href="/my/accessibility/tub-cutout" class="btn btn-block" style="background: #6c5ce7; color: white;">
-                                    <i class="fa fa-plus-circle"></i> Start Assessment
-                                </a>
-                            </div>
-                        </div>
-                    </div>
-                </div>
-                
-                <!-- View All Assessments Link -->
-                <div class="row mt-4">
-                    <div class="col-12 text-center">
-                        <a href="/my/accessibility/list" class="btn btn-outline-primary">
-                            <i class="fa fa-list"></i> View All Assessments
-                        </a>
-                    </div>
-                </div>
-            </div>
-        </t>
-    </template>
-    
-    <!-- ============================================================= -->
-    <!-- ASSESSMENT LIST PAGE                                           -->
-    <!-- ============================================================= -->
-    <template id="portal_accessibility_list" name="Accessibility Assessment List">
-        <t t-call="portal.portal_layout">
-            <t t-set="breadcrumbs_searchbar" t-value="True"/>
-            <t t-set="no_breadcrumbs" t-value="True"/>
-            
-            <div class="container py-4">
-                <!-- Custom Breadcrumb -->
-                <nav aria-label="breadcrumb" class="mb-4">
-                    <ol class="breadcrumb">
-                        <li class="breadcrumb-item"><a href="/my">Dashboard</a></li>
-                        <li class="breadcrumb-item"><a href="/my/accessibility">Accessibility</a></li>
-                        <li class="breadcrumb-item active">All Assessments</li>
-                    </ol>
-                </nav>
-                
-                <div class="row mb-4">
-                    <div class="col-md-8">
-                        <h2>
-                            <i class="fa fa-list text-primary"></i>
-                            My Accessibility Assessments
-                        </h2>
-                    </div>
-                    <div class="col-md-4 text-right">
-                        <a href="/my/accessibility" class="btn btn-primary">
-                            <i class="fa fa-plus"></i> New Assessment
-                        </a>
-                    </div>
-                </div>
-                
-                <t t-if="assessments">
-                    <div class="table-responsive">
-                        <table class="table table-hover">
-                            <thead class="thead-light">
-                                <tr>
-                                    <th>Reference</th>
-                                    <th>Type</th>
-                                    <th>Client</th>
-                                    <th>Date</th>
-                                    <th>Status</th>
-                                    <th>Sale Order</th>
-                                </tr>
-                            </thead>
-                            <tbody>
-                                <t t-foreach="assessments" t-as="assessment">
-                                    <tr class="o_portal_my_doc_table">
-                                        <td>
-                                            <span t-field="assessment.reference"/>
-                                        </td>
-                                        <td>
-                                            <t t-if="assessment.assessment_type == 'stairlift_straight'">
-                                                <span class="badge badge-primary">Straight Stair Lift</span>
-                                            </t>
-                                            <t t-elif="assessment.assessment_type == 'stairlift_curved'">
-                                                <span class="badge badge-info">Curved Stair Lift</span>
-                                            </t>
-                                            <t t-elif="assessment.assessment_type == 'vpl'">
-                                                <span class="badge badge-success">VPL</span>
-                                            </t>
-                                            <t t-elif="assessment.assessment_type == 'ceiling_lift'">
-                                                <span class="badge badge-warning">Ceiling Lift</span>
-                                            </t>
-                                            <t t-elif="assessment.assessment_type == 'ramp'">
-                                                <span class="badge badge-danger">Ramp</span>
-                                            </t>
-                                            <t t-elif="assessment.assessment_type == 'bathroom'">
-                                                <span class="badge badge-secondary">Bathroom</span>
-                                            </t>
-                                            <t t-elif="assessment.assessment_type == 'tub_cutout'">
-                                                <span class="badge" style="background: #6c5ce7; color: white;">Tub Cutout</span>
-                                            </t>
-                                        </td>
-                                        <td><span t-field="assessment.client_name"/></td>
-                                        <td><span t-field="assessment.assessment_date"/></td>
-                                        <td>
-                                            <t t-if="assessment.state == 'draft'">
-                                                <span class="badge badge-secondary">Draft</span>
-                                            </t>
-                                            <t t-elif="assessment.state == 'completed'">
-                                                <span class="badge badge-success">Completed</span>
-                                            </t>
-                                            <t t-elif="assessment.state == 'cancelled'">
-                                                <span class="badge badge-danger">Cancelled</span>
-                                            </t>
-                                        </td>
-                                        <td>
-                                            <t t-if="assessment.sale_order_id">
-                                                <a t-attf-href="/my/sales/case/#{assessment.sale_order_id.id}">
-                                                    <span t-field="assessment.sale_order_id.name"/>
-                                                </a>
-                                            </t>
-                                            <t t-else="">-</t>
-                                        </td>
-                                    </tr>
-                                </t>
-                            </tbody>
-                        </table>
-                    </div>
-                    
-                    <!-- Pager -->
-                    <div class="text-center">
-                        <t t-call="portal.pager"/>
-                    </div>
-                </t>
-                
-                <t t-else="">
-                    <div class="alert alert-info text-center">
-                        <i class="fa fa-info-circle"></i>
-                        No accessibility assessments found.
-                        <a href="/my/accessibility" class="alert-link">Create your first assessment</a>.
-                    </div>
-                </t>
-            </div>
-        </t>
-    </template>
-
-    <!-- ============================================================= -->
-    <!-- SHARED FORM COMPONENTS                                         -->
-    <!-- ============================================================= -->
-    
-    <!-- Client Information Section (shared across all forms) -->
-    <template id="accessibility_client_info_section" name="Accessibility Client Info Section">
-        <div class="card mb-4">
-            <div class="card-header bg-primary text-white">
-                <h5 class="mb-0"><i class="fa fa-user"></i> Client Information</h5>
-            </div>
-            <div class="card-body">
-                <div class="row">
-                    <div class="col-md-6 mb-3">
-                        <label class="form-label">Client Name <span class="text-danger">*</span></label>
-                        <input type="text" name="client_name" class="form-control" required="required" placeholder="Full name"/>
-                    </div>
-                    <div class="col-md-6 mb-3">
-                        <label class="form-label">Assessment Date</label>
-                        <input type="date" name="assessment_date" class="form-control" t-att-value="today"/>
-                    </div>
-                </div>
-                <div class="row">
-                    <div class="col-md-8 mb-3">
-                        <label class="form-label">Street Address</label>
-                        <input type="text" name="client_address" id="client_address" class="form-control address-autocomplete" 
-                               placeholder="Start typing address..."/>
-                    </div>
-                    <div class="col-md-4 mb-3">
-                        <label class="form-label">Unit/Apt/Suite</label>
-                        <input type="text" name="client_unit" id="client_unit" class="form-control" 
-                               placeholder="e.g., Unit 5, Apt 302"/>
-                    </div>
-                </div>
-                <div class="row">
-                    <div class="col-md-4 mb-3">
-                        <label class="form-label">City</label>
-                        <input type="text" name="client_address_city" id="client_address_city" class="form-control" placeholder="City"/>
-                    </div>
-                    <div class="col-md-4 mb-3">
-                        <label class="form-label">Province</label>
-                        <select name="client_address_province" id="client_address_province" class="form-select">
-                            <option value="">-- Select --</option>
-                            <option value="ON">Ontario</option>
-                            <option value="QC">Quebec</option>
-                            <option value="BC">British Columbia</option>
-                            <option value="AB">Alberta</option>
-                            <option value="MB">Manitoba</option>
-                            <option value="SK">Saskatchewan</option>
-                            <option value="NS">Nova Scotia</option>
-                            <option value="NB">New Brunswick</option>
-                            <option value="NL">Newfoundland and Labrador</option>
-                            <option value="PE">Prince Edward Island</option>
-                            <option value="NT">Northwest Territories</option>
-                            <option value="YT">Yukon</option>
-                            <option value="NU">Nunavut</option>
-                        </select>
-                    </div>
-                    <div class="col-md-4 mb-3">
-                        <label class="form-label">Postal Code</label>
-                        <input type="text" name="client_address_postal" id="client_address_postal" class="form-control" placeholder="A1A 1A1"/>
-                    </div>
-                </div>
-                <input type="hidden" name="client_address_street" id="client_address_street"/>
-                <div class="row">
-                    <div class="col-md-6 mb-3">
-                        <label class="form-label">Phone</label>
-                        <input type="tel" name="client_phone" class="form-control" placeholder="(xxx) xxx-xxxx"/>
-                    </div>
-                    <div class="col-md-6 mb-3">
-                        <label class="form-label">Email</label>
-                        <input type="email" name="client_email" class="form-control" placeholder="email@example.com"/>
-                    </div>
-                </div>
-            </div>
-        </div>
-    </template>
-    
-    <!-- Photo Upload Section (shared across all forms) -->
-    <template id="accessibility_photo_section" name="Accessibility Photo Section">
-        <div class="card mb-4">
-            <div class="card-header" style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); color: white;">
-                <h5 class="mb-0"><i class="fa fa-camera"></i> Photos</h5>
-            </div>
-            <div class="card-body">
-                <div class="row">
-                    <div class="col-12">
-                        <label class="form-label">Attach Photos</label>
-                        <input type="file" id="photo_upload" class="form-control" accept="image/*" multiple="multiple"/>
-                        <small class="text-muted">You can select multiple photos. Accepted formats: JPG, PNG, GIF, WEBP</small>
-                    </div>
-                </div>
-                <div id="photo_preview" class="row mt-3">
-                    <!-- Photo previews will appear here -->
-                </div>
-            </div>
-        </div>
-    </template>
-    
-    <!-- Notes Section (shared across all forms) -->
-    <template id="accessibility_notes_section" name="Accessibility Notes Section">
-        <div class="card mb-4">
-            <div class="card-header bg-light">
-                <h5 class="mb-0"><i class="fa fa-sticky-note"></i> General Notes</h5>
-            </div>
-            <div class="card-body">
-                <textarea name="notes" class="form-control" rows="3" placeholder="Any additional notes..."></textarea>
-            </div>
-        </div>
-    </template>
-    
-    <!-- Form Submit Buttons -->
-    <template id="accessibility_submit_buttons" name="Accessibility Submit Buttons">
-        <div class="row mt-4">
-            <div class="col-12">
-                <div class="d-flex justify-content-between">
-                    <a href="/my/accessibility" class="btn btn-outline-secondary">
-                        <i class="fa fa-arrow-left"></i> Cancel
-                    </a>
-                    <div>
-                        <button type="button" class="btn btn-outline-primary mr-2" onclick="saveAssessment(false)">
-                            <i class="fa fa-save"></i> Save Draft
-                        </button>
-                        <button type="button" class="btn btn-success" onclick="saveAssessment(true)">
-                            <i class="fa fa-check-circle"></i> Complete &amp; Create Sale Order
-                        </button>
-                    </div>
-                </div>
-            </div>
-        </div>
-    </template>
-    
-    <!-- Google Maps + Form JavaScript -->
-    <template id="accessibility_form_scripts" name="Accessibility Form Scripts">
-        <!-- Google Maps Places API -->
-        <t t-if="google_maps_api_key">
-            <script t-attf-src="https://maps.googleapis.com/maps/api/js?key=#{google_maps_api_key}&amp;libraries=places&amp;callback=initAddressAutocomplete" async="async" defer="defer"></script>
-        </t>
-        
-        <script type="text/javascript">
-            // Photo handling - Main photos
-            var photoDataArray = [];
-            
-            // Additional photo arrays for curved stair lift
-            var topLandingPhotos = [];
-            var bottomLandingPhotos = [];
-            var assessmentVideoData = null;
-            var assessmentVideoFilename = null;
-            
-            document.getElementById('photo_upload').addEventListener('change', function(e) {
-                var files = e.target.files;
-                var previewContainer = document.getElementById('photo_preview');
-                
-                for (var i = 0; i &lt; files.length; i++) {
-                    var file = files[i];
-                    var reader = new FileReader();
-                    
-                    reader.onload = (function(idx) {
-                        return function(e) {
-                            photoDataArray.push(e.target.result);
-                            
-                            var col = document.createElement('div');
-                            col.className = 'col-6 col-md-3 mb-3';
-                            col.innerHTML = '&lt;div class="position-relative"&gt;' +
-                                '&lt;img src="' + e.target.result + '" class="img-fluid rounded" style="max-height: 150px; object-fit: cover; width: 100%;"&gt;' +
-                                '&lt;button type="button" class="btn btn-danger btn-sm position-absolute" style="top: 5px; right: 5px;" onclick="removePhoto(' + (photoDataArray.length - 1) + ', this)"&gt;' +
-                                '&lt;i class="fa fa-times"&gt;&lt;/i&gt;' +
-                                '&lt;/button&gt;' +
-                                '&lt;/div&gt;';
-                            previewContainer.appendChild(col);
-                        };
-                    })(i);
-                    
-                    reader.readAsDataURL(file);
-                }
-            });
-            
-            function removePhoto(index, btn) {
-                photoDataArray[index] = null;
-                btn.closest('.col-6').remove();
-            }
-            
-            // Initialize landing photo handlers (for curved stair lift forms)
-            document.addEventListener('DOMContentLoaded', function() {
-                // Top landing photos
-                var topLandingInput = document.getElementById('top_landing_photos');
-                if (topLandingInput) {
-                    topLandingInput.addEventListener('change', function(e) {
-                        handleLandingPhotos(e.target.files, 'top_landing_preview', topLandingPhotos);
-                    });
-                }
-                
-                // Bottom landing photos
-                var bottomLandingInput = document.getElementById('bottom_landing_photos');
-                if (bottomLandingInput) {
-                    bottomLandingInput.addEventListener('change', function(e) {
-                        handleLandingPhotos(e.target.files, 'bottom_landing_preview', bottomLandingPhotos);
-                    });
-                }
-                
-                // Video upload
-                var videoInput = document.getElementById('assessment_video');
-                if (videoInput) {
-                    videoInput.addEventListener('change', function(e) {
-                        handleVideoUpload(e.target.files[0]);
-                    });
-                }
-            });
-            
-            function handleLandingPhotos(files, previewId, photoArray) {
-                var previewContainer = document.getElementById(previewId);
-                if (!previewContainer) return;
-                
-                // Clear previous previews
-                previewContainer.innerHTML = '';
-                photoArray.length = 0;
-                
-                for (var i = 0; i &lt; files.length; i++) {
-                    var file = files[i];
-                    var reader = new FileReader();
-                    
-                    reader.onload = (function(arr) {
-                        return function(e) {
-                            arr.push(e.target.result);
-                            
-                            var col = document.createElement('div');
-                            col.className = 'col-3 mb-2';
-                            col.innerHTML = '&lt;img src="' + e.target.result + '" class="img-thumbnail" style="max-height: 80px; object-fit: cover;"/&gt;';
-                            previewContainer.appendChild(col);
-                        };
-                    })(photoArray);
-                    
-                    reader.readAsDataURL(file);
-                }
-            }
-            
-            function handleVideoUpload(file) {
-                if (!file) return;
-                
-                var videoPreview = document.getElementById('video_preview');
-                var videoPlayer = document.getElementById('video_player');
-                var compressStatus = document.getElementById('video_compress_status');
-                
-                // Check file size (max 100MB)
-                var maxSize = 100 * 1024 * 1024;
-                if (file.size &gt; maxSize) {
-                    alert('Video file is too large. Maximum size is 100MB.');
-                    document.getElementById('assessment_video').value = '';
-                    return;
-                }
-                
-                // Show preview
-                if (videoPlayer &amp;&amp; videoPreview) {
-                    videoPlayer.src = URL.createObjectURL(file);
-                    videoPreview.style.display = 'block';
-                }
-                
-                // Store video as base64
-                var reader = new FileReader();
-                reader.onload = function(e) {
-                    assessmentVideoData = e.target.result;
-                    assessmentVideoFilename = file.name;
-                    console.log('Video loaded: ' + file.name + ' (' + (file.size / (1024 * 1024)).toFixed(2) + ' MB)');
-                };
-                reader.readAsDataURL(file);
-            }
-            
-            // Address autocomplete
-            function initAddressAutocomplete() {
-                var addressInput = document.getElementById('client_address');
-                if (!addressInput) return;
-                
-                var autocomplete = new google.maps.places.Autocomplete(addressInput, {
-                    componentRestrictions: { country: 'ca' },
-                    types: ['address']
-                });
-                
-                autocomplete.addListener('place_changed', function() {
-                    var place = autocomplete.getPlace();
-                    if (!place.address_components) return;
-                    
-                    var streetNumber = '';
-                    var streetName = '';
-                    var city = '';
-                    var province = '';
-                    var postalCode = '';
-                    
-                    for (var i = 0; i &lt; place.address_components.length; i++) {
-                        var component = place.address_components[i];
-                        var types = component.types;
-                        
-                        if (types.includes('street_number')) {
-                            streetNumber = component.long_name;
-                        } else if (types.includes('route')) {
-                            streetName = component.long_name;
-                        } else if (types.includes('locality')) {
-                            city = component.long_name;
-                        } else if (types.includes('administrative_area_level_1')) {
-                            province = component.short_name;
-                        } else if (types.includes('postal_code')) {
-                            postalCode = component.long_name;
-                        }
-                    }
-                    
-                    // Update street address (hidden field stores original, visible shows formatted)
-                    document.getElementById('client_address_street').value = (streetNumber + ' ' + streetName).trim();
-                    
-                    // Update city field
-                    var cityField = document.getElementById('client_address_city');
-                    if (cityField) cityField.value = city;
-                    
-                    // Update province select - match by code or name
-                    var provinceSelect = document.getElementById('client_address_province');
-                    if (provinceSelect) {
-                        for (var j = 0; j &lt; provinceSelect.options.length; j++) {
-                            var optVal = provinceSelect.options[j].value.toUpperCase();
-                            var optText = provinceSelect.options[j].text.toLowerCase();
-                            if (optVal === province.toUpperCase() || optText === province.toLowerCase()) {
-                                provinceSelect.selectedIndex = j;
-                                break;
-                            }
-                        }
-                    }
-                    
-                    // Update postal code field
-                    var postalField = document.getElementById('client_address_postal');
-                    if (postalField) postalField.value = postalCode;
-                });
-            }
-            
-            // Fallback if Google Maps not loaded
-            window.initAddressAutocomplete = window.initAddressAutocomplete || function() {};
-            
-            // Form submission
-            function saveAssessment(createSaleOrder) {
-                var form = document.getElementById('accessibility_form');
-                var formData = new FormData(form);
-                
-                // Convert to JSON
-                var data = {};
-                formData.forEach(function(value, key) {
-                    data[key] = value;
-                });
-                
-                // Add main photos
-                data.photos = photoDataArray.filter(function(p) { return p !== null; });
-                
-                // Add top landing photos (curved stair lift)
-                if (topLandingPhotos.length &gt; 0) {
-                    data.top_landing_photos = topLandingPhotos.filter(function(p) { return p !== null; });
-                }
-                
-                // Add bottom landing photos (curved stair lift)
-                if (bottomLandingPhotos.length &gt; 0) {
-                    data.bottom_landing_photos = bottomLandingPhotos.filter(function(p) { return p !== null; });
-                }
-                
-                // Add video (curved stair lift)
-                if (assessmentVideoData) {
-                    data.assessment_video = assessmentVideoData;
-                    data.assessment_video_filename = assessmentVideoFilename;
-                }
-                
-                // Add sale order flag
-                data.create_sale_order = createSaleOrder;
-                
-                // Show loading
-                var submitBtns = document.querySelectorAll('button[onclick*="saveAssessment"]');
-                submitBtns.forEach(function(btn) { 
-                    btn.disabled = true; 
-                    btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin"&gt;&lt;/i&gt; Saving...';
-                });
-                
-                // Send request
-                fetch('/my/accessibility/save', {
-                    method: 'POST',
-                    headers: {
-                        'Content-Type': 'application/json',
-                    },
-                    body: JSON.stringify({
-                        jsonrpc: '2.0',
-                        method: 'call',
-                        params: data,
-                        id: Math.floor(Math.random() * 1000000000)
-                    })
-                })
-                .then(function(response) { return response.json(); })
-                .then(function(result) {
-                    if (result.result &amp;&amp; result.result.success) {
-                        // Show success and redirect
-                        alert(result.result.message);
-                        window.location.href = result.result.redirect_url;
-                    } else {
-                        var errorMsg = result.result ? result.result.error : 'Unknown error';
-                        alert('Error: ' + errorMsg);
-                        submitBtns.forEach(function(btn) { 
-                            btn.disabled = false; 
-                        });
-                    }
-                })
-                .catch(function(error) {
-                    alert('Error saving assessment: ' + error);
-                    submitBtns.forEach(function(btn) { 
-                        btn.disabled = false; 
-                    });
-                });
-            }
-        </script>
-    </template>
-
-</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/views/portal_book_assessment.xml

@@ -1,153 +0,0 @@
-<?xml version="1.0" encoding="UTF-8"?>
-<odoo>
-    <!-- Public Assessment Booking Page -->
-    <template id="portal_book_assessment" name="Book an Assessment">
-        <t t-call="website.layout">
-            <div class="container py-5" style="max-width: 700px;">
-
-                <!-- Success Message -->
-                <t t-if="success">
-                    <div class="alert alert-success text-center" role="alert">
-                        <h4 class="alert-heading"><i class="fa fa-check-circle"></i> Assessment Booked!</h4>
-                        <p>Thank you! Your assessment has been scheduled. We will confirm the date and time shortly.</p>
-                        <p>You will receive a text message confirmation.</p>
-                        <hr/>
-                        <a href="/book-assessment" class="btn btn-outline-success">Book Another</a>
-                    </div>
-                </t>
-
-                <!-- Error Message -->
-                <t t-if="error">
-                    <div class="alert alert-danger" role="alert">
-                        <i class="fa fa-exclamation-triangle"></i> <t t-esc="error"/>
-                    </div>
-                </t>
-
-                <!-- Booking Form -->
-                <t t-if="not success">
-                    <div class="text-center mb-4">
-                        <h2 style="color: #1a5276;">Book an Accessibility Assessment</h2>
-                        <p class="text-muted">Fill out the form below and our team will schedule a home visit.</p>
-                    </div>
-
-                    <form action="/book-assessment/submit" method="post" class="card shadow-sm">
-                        <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
-                        <div class="card-body p-4">
-
-                            <!-- Assessment Type -->
-                            <div class="mb-3">
-                                <label class="form-label fw-bold">What type of modification?<span class="text-danger"> *</span></label>
-                                <select name="assessment_type" class="form-select" required="">
-                                    <option value="">Select...</option>
-                                    <t t-foreach="assessment_types" t-as="atype">
-                                        <option t-att-value="atype[0]"><t t-esc="atype[1]"/></option>
-                                    </t>
-                                </select>
-                            </div>
-
-                            <div class="mb-3">
-                                <label class="form-label fw-bold">What are you looking for?</label>
-                                <textarea name="modification_requested" class="form-control" rows="2"
-                                          placeholder="e.g. Curved stairlift for 2-storey home, bathroom grab bars..."></textarea>
-                            </div>
-
-                            <hr/>
-                            <h5 class="mb-3" style="color: #1a5276;">Client Information</h5>
-
-                            <div class="row">
-                                <div class="col-md-6 mb-3">
-                                    <label class="form-label">Client Name<span class="text-danger"> *</span></label>
-                                    <input type="text" name="client_name" class="form-control" required="" placeholder="Full name"/>
-                                </div>
-                                <div class="col-md-6 mb-3">
-                                    <label class="form-label">Phone Number<span class="text-danger"> *</span></label>
-                                    <input type="tel" name="client_phone" class="form-control" required="" placeholder="e.g. 416-555-1234"/>
-                                </div>
-                            </div>
-
-                            <div class="mb-3">
-                                <label class="form-label">Email</label>
-                                <input type="email" name="client_email" class="form-control" placeholder="Optional"/>
-                            </div>
-
-                            <div class="mb-3">
-                                <label class="form-label">Street Address</label>
-                                <input type="text" name="client_street" class="form-control" placeholder="e.g. 5 Nottawasaga Cres"/>
-                            </div>
-
-                            <div class="row">
-                                <div class="col-md-4 mb-3">
-                                    <label class="form-label">City</label>
-                                    <input type="text" name="client_city" class="form-control" placeholder="e.g. Brampton"/>
-                                </div>
-                                <div class="col-md-4 mb-3">
-                                    <label class="form-label">Province</label>
-                                    <input type="text" name="client_province" class="form-control" value="Ontario"/>
-                                </div>
-                                <div class="col-md-4 mb-3">
-                                    <label class="form-label">Postal Code</label>
-                                    <input type="text" name="client_postal" class="form-control" placeholder="e.g. L6Y 4G1"/>
-                                </div>
-                            </div>
-
-                            <hr/>
-                            <h5 class="mb-3" style="color: #1a5276;">Assessment Details</h5>
-
-                            <div class="row">
-                                <div class="col-md-6 mb-3">
-                                    <label class="form-label">Preferred Assessment Date</label>
-                                    <input type="date" name="assessment_date" class="form-control"/>
-                                </div>
-                                <div class="col-md-6 mb-3">
-                                    <label class="form-label">Assign Sales Rep</label>
-                                    <select name="sales_rep_id" class="form-select">
-                                        <option value="">Auto-assign</option>
-                                        <t t-foreach="sales_reps" t-as="rep">
-                                            <option t-att-value="rep.id"><t t-esc="rep.name"/></option>
-                                        </t>
-                                    </select>
-                                </div>
-                            </div>
-
-                            <div class="mb-3">
-                                <label class="form-label">Booking Source</label>
-                                <select name="booking_source" class="form-select">
-                                    <option value="portal" selected="">Online Booking</option>
-                                    <option value="phone_authorizer">Phone - Authorizer Calling</option>
-                                    <option value="phone_client">Phone - Client Calling</option>
-                                    <option value="walk_in">Walk-In</option>
-                                </select>
-                            </div>
-
-                            <hr/>
-                            <h5 class="mb-3" style="color: #1a5276;">Authorizer / OT (Optional)</h5>
-                            <p class="text-muted small">If an authorizer or occupational therapist is involved, provide their details.</p>
-
-                            <div class="row">
-                                <div class="col-md-6 mb-3">
-                                    <label class="form-label">Authorizer Name</label>
-                                    <input type="text" name="authorizer_name" class="form-control"/>
-                                </div>
-                                <div class="col-md-6 mb-3">
-                                    <label class="form-label">Authorizer Email</label>
-                                    <input type="email" name="authorizer_email" class="form-control"/>
-                                </div>
-                            </div>
-                            <div class="mb-3">
-                                <label class="form-label">Authorizer Phone</label>
-                                <input type="tel" name="authorizer_phone" class="form-control"/>
-                            </div>
-
-                        </div>
-                        <div class="card-footer text-center bg-white border-top-0 pb-4">
-                            <button type="submit" class="btn btn-lg" style="background-color: #1a5276; color: white;">
-                                <i class="fa fa-calendar-check-o"></i> Book Assessment
-                            </button>
-                        </div>
-                    </form>
-                </t>
-
-            </div>
-        </t>
-    </template>
-</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/views/portal_pdf_editor.xml

@@ -1,184 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-
-    <!-- ============================================================ -->
-    <!-- Visual PDF Field Position Editor                              -->
-    <!-- Drag field types from sidebar onto PDF, resize on page        -->
-    <!-- ============================================================ -->
-    <template id="portal_pdf_field_editor" name="PDF Field Editor">
-        <t t-call="web.frontend_layout">
-            <t t-set="title">PDF Field Editor</t>
-
-            <div class="container-fluid py-3" id="pdf_field_editor"
-                 t-att-data-template-id="template.id"
-                 t-att-data-page-count="template.page_count or 1"
-                 t-att-data-current-page="1"
-                 t-att-data-category="template.category or 'other'">
-
-                <!-- Header Bar -->
-                <div class="d-flex justify-content-between align-items-center mb-3">
-                    <div>
-                        <h3 class="mb-0">
-                            <i class="fa fa-pencil-square-o me-2"/>
-                            <t t-esc="template.name"/>
-                            <small class="text-muted ms-2">v<t t-esc="template.version"/></small>
-                        </h3>
-                        <small class="text-muted">
-                            <t t-esc="template.page_count or 0"/> page(s) |
-                            <span id="field_count"><t t-esc="len(fields)"/></span> field(s)
-                        </small>
-                    </div>
-                    <div class="d-flex gap-2">
-                        <button type="button" class="btn btn-outline-info btn-sm" id="btn_preview">
-                            <i class="fa fa-eye me-1"/>Preview PDF
-                        </button>
-                        <a t-att-href="'/web#id=%d&amp;model=fusion.pdf.template&amp;view_type=form' % template.id"
-                           class="btn btn-secondary btn-sm">
-                            <i class="fa fa-arrow-left me-1"/>Back
-                        </a>
-                    </div>
-                </div>
-
-                <!-- Page Navigation -->
-                <div class="d-flex justify-content-center align-items-center mb-3 gap-3"
-                     t-if="(template.page_count or 1) > 1">
-                    <button type="button" class="btn btn-sm btn-outline-secondary" id="btn_prev_page">
-                        <i class="fa fa-chevron-left"/>
-                    </button>
-                    <span>
-                        Page <strong id="current_page_display">1</strong>
-                        of <strong><t t-esc="template.page_count or 1"/></strong>
-                    </span>
-                    <button type="button" class="btn btn-sm btn-outline-secondary" id="btn_next_page">
-                        <i class="fa fa-chevron-right"/>
-                    </button>
-                </div>
-
-                <div class="row">
-                    <!-- Left Sidebar: Field Type Palette -->
-                    <div class="col-md-2">
-                        <!-- Draggable Field Types -->
-                        <div class="card mb-3">
-                            <div class="card-header bg-dark text-white py-2">
-                                <h6 class="mb-0"><i class="fa fa-th-list me-1"/>Field Types</h6>
-                            </div>
-                            <div class="card-body p-2">
-                                <p class="text-muted small mb-2">Drag a field onto the PDF</p>
-
-                                <div class="d-grid gap-2">
-                                    <div class="pdf-palette-item" draggable="true"
-                                         data-field-type="text"
-                                         style="padding: 8px 10px; border: 2px solid #3498db; border-radius: 5px;
-                                                background: rgba(52,152,219,0.1); cursor: grab; font-size: 13px; font-weight: 600;">
-                                        <i class="fa fa-font me-2" style="color: #3498db;"/>Text Field
-                                    </div>
-
-                                    <div class="pdf-palette-item" draggable="true"
-                                         data-field-type="checkbox"
-                                         style="padding: 8px 10px; border: 2px solid #2ecc71; border-radius: 5px;
-                                                background: rgba(46,204,113,0.1); cursor: grab; font-size: 13px; font-weight: 600;">
-                                        <i class="fa fa-check-square-o me-2" style="color: #2ecc71;"/>Checkbox
-                                    </div>
-
-                                    <div class="pdf-palette-item" draggable="true"
-                                         data-field-type="date"
-                                         style="padding: 8px 10px; border: 2px solid #e67e22; border-radius: 5px;
-                                                background: rgba(230,126,34,0.1); cursor: grab; font-size: 13px; font-weight: 600;">
-                                        <i class="fa fa-calendar me-2" style="color: #e67e22;"/>Date Field
-                                    </div>
-
-                                    <div class="pdf-palette-item" draggable="true"
-                                         data-field-type="signature"
-                                         style="padding: 8px 10px; border: 2px solid #9b59b6; border-radius: 5px;
-                                                background: rgba(155,89,182,0.1); cursor: grab; font-size: 13px; font-weight: 600;">
-                                        <i class="fa fa-pencil me-2" style="color: #9b59b6;"/>Signature
-                                    </div>
-                                </div>
-                            </div>
-                        </div>
-
-                        <!-- Data Keys Reference (collapsible, populated by JS) -->
-                        <div class="card">
-                            <div class="card-header py-2" style="cursor: pointer;"
-                                 data-bs-toggle="collapse" data-bs-target="#dataKeysCollapse">
-                                <h6 class="mb-0">
-                                    <i class="fa fa-key me-1"/>Data Keys
-                                    <i class="fa fa-chevron-down float-end mt-1" style="font-size: 10px;"/>
-                                </h6>
-                            </div>
-                            <div id="dataKeysCollapse" class="collapse">
-                                <div class="card-body p-2" id="dataKeysList"
-                                     style="max-height: 300px; overflow-y: auto; font-size: 11px;">
-                                </div>
-                            </div>
-                        </div>
-                    </div>
-
-                    <!-- PDF Page Canvas Area -->
-                    <div class="col-md-7">
-                        <div class="card">
-                            <div class="card-body p-0">
-                                <div id="pdf_canvas_container"
-                                     style="position: relative; width: 100%; overflow: hidden;
-                                            border: 2px solid #dee2e6; background: #f8f9fa;
-                                            min-height: 600px;">
-                                    <!-- PDF page image -->
-                                    <img id="pdf_page_image"
-                                         style="width: 100%; display: block; user-select: none;"
-                                         draggable="false"
-                                         t-att-src="preview_url or ''"
-                                         t-attf-alt="Page #{1}"
-                                         t-if="preview_url"/>
-
-                                    <!-- Upload form when no preview exists -->
-                                    <div t-if="not preview_url" class="text-center py-5" id="no_preview_placeholder">
-                                        <div class="mb-3">
-                                            <i class="fa fa-file-image-o fa-3x text-muted"/>
-                                            <p class="text-muted mt-2 mb-1">No page preview image yet.</p>
-                                            <p class="text-muted small">
-                                                Upload a screenshot/photo of the PDF page, or click
-                                                "Generate Page Previews" in the backend form.
-                                            </p>
-                                        </div>
-                                        <form t-attf-action="/fusion/pdf-editor/upload-preview"
-                                              method="post" enctype="multipart/form-data"
-                                              class="d-inline-block">
-                                            <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
-                                            <input type="hidden" name="template_id" t-att-value="template.id"/>
-                                            <input type="hidden" name="page" value="1"/>
-                                            <div class="input-group" style="max-width: 400px; margin: 0 auto;">
-                                                <input type="file" name="preview_image" class="form-control"
-                                                       accept="image/png,image/jpeg,image/jpg" required="required"/>
-                                                <button type="submit" class="btn btn-primary">
-                                                    <i class="fa fa-upload me-1"/>Upload
-                                                </button>
-                                            </div>
-                                        </form>
-                                    </div>
-
-                                    <!-- Field markers rendered by JS -->
-                                </div>
-                            </div>
-                        </div>
-                    </div>
-
-                    <!-- Right Sidebar: Field Properties -->
-                    <div class="col-md-3">
-                        <div class="card" id="field_properties_panel">
-                            <div class="card-header bg-primary text-white py-2">
-                                <h6 class="mb-0"><i class="fa fa-cog me-1"/>Field Properties</h6>
-                            </div>
-                            <div class="card-body" id="field_props_body">
-                                <p class="text-muted small">Click a field on the PDF to edit its properties.</p>
-                            </div>
-                        </div>
-                    </div>
-                </div>
-            </div>
-
-            <!-- JavaScript -->
-            <script type="text/javascript" src="/fusion_authorizer_portal/static/src/js/pdf_field_editor.js"/>
-        </t>
-    </template>
-
-</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/views/res_partner_views.xml

@@ -1,123 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-
-    <!-- Extend Partner Form to add Portal Role fields -->
-    <record id="view_partner_form_portal_roles" model="ir.ui.view">
-        <field name="name">res.partner.form.portal.roles</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">
-            <!-- Add Send Portal Invitation button to the button box -->
-            <xpath expr="//div[@name='button_box']" position="inside">
-                <button name="action_grant_portal_access"
-                        type="object"
-                        string="Send Portal Invitation"
-                        class="oe_stat_button"
-                        icon="fa-envelope"
-                        invisible="authorizer_portal_user_id or not email"/>
-            </xpath>
-            
-            <xpath expr="//page[@name='internal_notes']" position="after">
-                <page string="Portal Access" name="portal_access">
-                    <group>
-                        <group string="Portal Roles">
-                            <field name="is_authorizer"/>
-                            <field name="is_sales_rep_portal"/>
-                            <field name="is_client_portal"/>
-                            <field name="is_technician_portal"/>
-                            <field name="authorizer_portal_user_id" readonly="1"/>
-                            <field name="portal_access_status" widget="badge"
-                                   decoration-danger="portal_access_status == 'no_access'"
-                                   decoration-warning="portal_access_status == 'invited'"
-                                   decoration-success="portal_access_status == 'active'"/>
-                        </group>
-                        <group string="Statistics" invisible="not is_authorizer and not is_sales_rep_portal and not is_technician_portal">
-                            <field name="assigned_case_count" invisible="not is_authorizer and not is_sales_rep_portal"/>
-                            <field name="assessment_count" invisible="not is_authorizer and not is_sales_rep_portal"/>
-                            <field name="assigned_delivery_count" invisible="not is_technician_portal"/>
-                        </group>
-                    </group>
-                    <group invisible="not is_technician_portal">
-                        <group string="Technician Settings">
-                            <field name="x_fc_start_address" placeholder="e.g. 123 Main St, Brampton, ON"/>
-                        </group>
-                    </group>
-                    <group>
-                        <button name="action_grant_portal_access" 
-                                type="object" 
-                                string="Send Portal Invitation"
-                                class="btn-primary"
-                                invisible="authorizer_portal_user_id or not email"
-                                icon="fa-envelope"/>
-                        <button name="action_resend_portal_invitation" 
-                                type="object" 
-                                string="Resend Portal Invitation"
-                                class="btn-secondary"
-                                invisible="not authorizer_portal_user_id"
-                                icon="fa-refresh"/>
-                        <button name="action_view_assigned_cases"
-                                type="object"
-                                string="View Assigned Cases"
-                                class="btn-secondary"
-                                invisible="assigned_case_count == 0"
-                                icon="fa-list"/>
-                        <button name="action_view_assessments"
-                                type="object"
-                                string="View Assessments"
-                                class="btn-secondary"
-                                invisible="assessment_count == 0"
-                                icon="fa-clipboard"/>
-                    </group>
-                    
-                    <!-- Warning if no email -->
-                    <div class="alert alert-warning" role="alert" invisible="email">
-                        <strong>Email Required:</strong> An email address is required to send a portal invitation.
-                    </div>
-                    
-                    <!-- Info if already has access -->
-                    <div class="alert alert-success" role="alert" invisible="not authorizer_portal_user_id">
-                        <strong>Portal Access Granted:</strong> This contact has portal access. 
-                        <field name="authorizer_portal_user_id" readonly="1" nolabel="1" widget="many2one"/>
-                    </div>
-                </page>
-            </xpath>
-        </field>
-    </record>
-
-    <!-- Search view for authorizers -->
-    <record id="view_partner_search_authorizer" model="ir.ui.view">
-        <field name="name">res.partner.search.authorizer</field>
-        <field name="model">res.partner</field>
-        <field name="inherit_id" ref="base.view_res_partner_filter"/>
-        <field name="arch" type="xml">
-            <xpath expr="//filter[@name='type_company']" position="after">
-                <separator/>
-                <filter string="Authorizers" name="authorizers" domain="[('is_authorizer', '=', True)]"/>
-                <filter string="Sales Reps (Portal)" name="sales_reps_portal" domain="[('is_sales_rep_portal', '=', True)]"/>
-                <filter string="Technicians (Portal)" name="technicians_portal" domain="[('is_technician_portal', '=', True)]"/>
-                <separator/>
-                <filter string="Portal: No Access" name="portal_no_access" domain="[('is_authorizer', '=', True), ('portal_access_status', '=', 'no_access')]"/>
-                <filter string="Portal: Invited" name="portal_invited" domain="[('is_authorizer', '=', True), ('portal_access_status', '=', 'invited')]"/>
-                <filter string="Portal: Active" name="portal_active" domain="[('is_authorizer', '=', True), ('portal_access_status', '=', 'active')]"/>
-            </xpath>
-        </field>
-    </record>
-
-    <!-- Add portal status to contact list view -->
-    <record id="view_partner_list_portal_status" model="ir.ui.view">
-        <field name="name">res.partner.list.portal.status</field>
-        <field name="model">res.partner</field>
-        <field name="inherit_id" ref="base.view_partner_tree"/>
-        <field name="arch" type="xml">
-            <xpath expr="//field[@name='email']" position="after">
-                <field name="is_authorizer" string="Authorizer" optional="hide"/>
-                <field name="portal_access_status" string="Portal Status" optional="hide"
-                       decoration-danger="portal_access_status == 'no_access'"
-                       decoration-warning="portal_access_status == 'invited'"
-                       decoration-success="portal_access_status == 'active'"/>
-            </xpath>
-        </field>
-    </record>
-
-</odoo>

fusion_authorizer_portal/fusion_authorizer_portal/views/sale_order_views.xml

@@ -1,49 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-
-    <!-- Extend Sale Order Form to add Portal Documents Tab and Message Buttons -->
-    <record id="view_sale_order_form_portal_docs" model="ir.ui.view">
-        <field name="name">sale.order.form.portal.docs</field>
-        <field name="model">sale.order</field>
-        <field name="inherit_id" ref="sale.view_order_form"/>
-        <field name="priority">99</field>
-        <field name="arch" type="xml">
-            <!-- Message Authorizer button moved to chatter topbar (icon-only) -->
-            <!-- See static/src/js/chatter_message_authorizer.js -->
-            
-            <xpath expr="//page[@name='other_information']" position="after">
-                <page string="Portal" name="portal_info">
-                    <group>
-                        <group string="Portal Activity">
-                            <field name="portal_document_count" string="Documents Uploaded"/>
-                            <field name="portal_comment_count" string="Comments"/>
-                        </group>
-                        <group string="Source">
-                            <field name="assessment_id" readonly="1"/>
-                        </group>
-                    </group>
-                    <group>
-                        <button name="action_view_portal_documents"
-                                type="object"
-                                string="View Portal Documents"
-                                class="btn-secondary"
-                                icon="fa-file-pdf-o"
-                                invisible="portal_document_count == 0"/>
-                        <button name="action_view_portal_comments"
-                                type="object"
-                                string="View Portal Comments"
-                                class="btn-secondary"
-                                icon="fa-comments"
-                                invisible="portal_comment_count == 0"/>
-                    </group>
-                </page>
-            </xpath>
-
-            <!-- Filter authorizer dropdown to only show actual authorizers -->
-            <xpath expr="//field[@name='x_fc_authorizer_id']" position="attributes">
-                <attribute name="domain">[('is_company', '=', False), ('is_authorizer', '=', True)]</attribute>
-            </xpath>
-        </field>
-    </record>
-
-</odoo>

fusion_authorizer_portal/models/__init__.py

@@ -7,4 +7,5 @@ from . import adp_document
 from . import assessment
 from . import accessibility_assessment
 from . import sale_order
+from . import loaner_checkout
 from . import pdf_template

fusion_authorizer_portal/models/assessment.py

@@ -1302,8 +1302,14 @@ class FusionAssessment(models.Model):
                 add_row('Legrest Length', f'{self.legrest_length}"')
             if self.seat_to_floor_height:
                 add_row('Seat to Floor Height', f'{self.seat_to_floor_height}"')
+            if self.cane_height:
+                add_row('Cane Height', f'{self.cane_height}" (Ground to Canes)')
             if self.back_height:
                 add_row('Back Height', f'{self.back_height}"')
+            if self.armrest_height:
+                add_row('Armrest Height', f'{self.armrest_height}"')
+            if self.footrest_length:
+                add_row('Footrest Length', f'{self.footrest_length}"')
             
             if self.seatbelt_type:
                 belt_labels = dict(self._fields['seatbelt_type'].selection)
@@ -1323,6 +1329,12 @@ class FusionAssessment(models.Model):
                     if opt:
                         add_row(opt, 'Yes')
         
+        # Cushion & Backrest (wheelchair/powerchair)
+        if self.cushion_info:
+            add_row('Cushion', self.cushion_info)
+        if self.backrest_info:
+            add_row('Backrest', self.backrest_info)
+        
         # Additional customization notes
         if self.additional_customization:
             add_row('Additional Information/Customization', self.additional_customization)

fusion_authorizer_portal/models/loaner_checkout.py

@@ -0,0 +1,27 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+
+
+class FusionLoanerCheckoutAssessment(models.Model):
+    _inherit = 'fusion.loaner.checkout'
+
+    assessment_id = fields.Many2one(
+        'fusion.assessment',
+        string='Assessment',
+        ondelete='set null',
+        tracking=True,
+        help='Assessment during which this loaner was issued',
+    )
+
+    def action_view_assessment(self):
+        self.ensure_one()
+        if not self.assessment_id:
+            return
+        return {
+            'name': self.assessment_id.display_name,
+            'type': 'ir.actions.act_window',
+            'res_model': 'fusion.assessment',
+            'view_mode': 'form',
+            'res_id': self.assessment_id.id,
+        }

fusion_authorizer_portal/models/pdf_template.py

@@ -235,6 +235,7 @@ class FusionPdfTemplate(models.Model):
                 'field_type': field.field_type,
                 'font_size': field.font_size,
                 'font_name': field.font_name or 'Helvetica',
+                'text_align': field.text_align or 'left',
             })
 
         return PDFTemplateFiller.fill_template(
@@ -307,6 +308,11 @@ class FusionPdfTemplateField(models.Model):
         ('Courier', 'Courier'),
         ('Times-Roman', 'Times Roman'),
     ], string='Font', default='Helvetica')
+    text_align = fields.Selection([
+        ('left', 'Left'),
+        ('center', 'Center'),
+        ('right', 'Right'),
+    ], string='Text Alignment', default='left')
 
     # Data mapping
     field_key = fields.Char(

fusion_authorizer_portal/static/src/css/portal_style.css

@@ -339,7 +339,7 @@
 }
 
 .assessment-express-form .card-header.bg-primary {
-    background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%) !important;
+    background: var(--fc-portal-gradient, linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%)) !important;
     border-radius: 12px 12px 0 0;
 }
 
@@ -391,7 +391,7 @@
 }
 
 .assessment-express-form .progress-bar {
-    background: linear-gradient(90deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);
+    background: var(--fc-portal-gradient, linear-gradient(90deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%));
 }
 
 /* Section Separators */
@@ -415,7 +415,7 @@
 
 /* New Assessment Card on Portal Home */
 .portal-new-assessment-card {
-    background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%) !important;
+    background: var(--fc-portal-gradient, linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%)) !important;
     transition: transform 0.2s ease, box-shadow 0.2s ease;
 }
 
@@ -450,7 +450,7 @@
 
 /* Authorizer Portal Card on Portal Home */
 .portal-authorizer-card {
-    background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%) !important;
+    background: var(--fc-portal-gradient, linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%)) !important;
     transition: transform 0.2s ease, box-shadow 0.2s ease;
 }
 
@@ -522,7 +522,7 @@
 
 /* Welcome Header */
 .auth-dash-header {
-    background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);
+    background: var(--fc-portal-gradient, linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%));
     border-radius: 16px;
     margin-bottom: 24px;
     overflow: hidden;

fusion_authorizer_portal/static/src/js/pdf_field_editor.js

@@ -18,6 +18,7 @@ document.addEventListener('DOMContentLoaded', function () {
 
     var templateId = parseInt(editor.dataset.templateId);
     var pageCount = parseInt(editor.dataset.pageCount) || 1;
+    var templateCategory = editor.dataset.category || 'other';
     var currentPage = 1;
     var fields = {};
     var selectedFieldId = null;
@@ -30,17 +31,15 @@ document.addEventListener('DOMContentLoaded', function () {
     // ================================================================
 
     // ================================================================
-    // Available data keys (grouped for the dropdown)
+    // Available data keys, organized by template category
     // ================================================================
 
-    var DATA_KEYS = [
+    var COMMON_KEYS = [
         { group: 'Client Info', keys: [
             { key: 'client_last_name',           label: 'Last Name' },
             { key: 'client_first_name',          label: 'First Name' },
             { key: 'client_middle_name',         label: 'Middle Name' },
             { key: 'client_name',                label: 'Full Name' },
-            { key: 'client_health_card',         label: 'Health Card Number' },
-            { key: 'client_health_card_version', label: 'Health Card Version' },
             { key: 'client_street',              label: 'Street' },
             { key: 'client_unit',                label: 'Unit/Apt' },
             { key: 'client_city',                label: 'City' },
@@ -48,27 +47,35 @@ document.addEventListener('DOMContentLoaded', function () {
             { key: 'client_postal_code',         label: 'Postal Code' },
             { key: 'client_phone',               label: 'Phone' },
             { key: 'client_email',               label: 'Email' },
+        ]},
+    ];
+
+    var CATEGORY_KEYS = {
+        adp: [
+            { group: 'ADP - Client Details', keys: [
+                { key: 'client_health_card',         label: 'Health Card Number' },
+                { key: 'client_health_card_version', label: 'Health Card Version' },
                 { key: 'client_weight',              label: 'Weight (lbs)' },
             ]},
-        { group: 'Client Type', keys: [
+            { group: 'ADP - Client Type', keys: [
                 { key: 'client_type_reg',  label: 'REG Checkbox' },
                 { key: 'client_type_ods',  label: 'ODS Checkbox' },
                 { key: 'client_type_acs',  label: 'ACS Checkbox' },
                 { key: 'client_type_owp',  label: 'OWP Checkbox' },
             ]},
-        { group: 'Consent', keys: [
+            { group: 'ADP - Consent', keys: [
                 { key: 'consent_applicant',    label: 'Applicant Checkbox' },
                 { key: 'consent_agent',        label: 'Agent Checkbox' },
                 { key: 'consent_date',         label: 'Consent Date' },
             ]},
-        { group: 'Agent Relationship', keys: [
+            { group: 'ADP - Agent Relationship', keys: [
                 { key: 'agent_rel_spouse',   label: 'Spouse Checkbox' },
                 { key: 'agent_rel_parent',   label: 'Parent Checkbox' },
                 { key: 'agent_rel_child',    label: 'Child Checkbox' },
                 { key: 'agent_rel_poa',      label: 'POA Checkbox' },
                 { key: 'agent_rel_guardian', label: 'Guardian Checkbox' },
             ]},
-        { group: 'Agent Info', keys: [
+            { group: 'ADP - Agent Info', keys: [
                 { key: 'agent_last_name',       label: 'Agent Last Name' },
                 { key: 'agent_first_name',      label: 'Agent First Name' },
                 { key: 'agent_middle_initial',  label: 'Agent Middle Initial' },
@@ -82,7 +89,7 @@ document.addEventListener('DOMContentLoaded', function () {
                 { key: 'agent_business_phone',  label: 'Agent Business Phone' },
                 { key: 'agent_phone_ext',       label: 'Agent Phone Ext' },
             ]},
-        { group: 'Equipment', keys: [
+            { group: 'ADP - Equipment', keys: [
                 { key: 'equipment_type',       label: 'Equipment Type' },
                 { key: 'seat_width',           label: 'Seat Width' },
                 { key: 'seat_depth',           label: 'Seat Depth' },
@@ -91,25 +98,74 @@ document.addEventListener('DOMContentLoaded', function () {
                 { key: 'legrest_length',       label: 'Legrest Length' },
                 { key: 'cane_height',          label: 'Cane Height' },
             ]},
-        { group: 'Dates', keys: [
+            { group: 'ADP - Dates', keys: [
                 { key: 'assessment_start_date',    label: 'Assessment Start Date' },
                 { key: 'assessment_end_date',      label: 'Assessment End Date' },
                 { key: 'claim_authorization_date', label: 'Authorization Date' },
             ]},
-        { group: 'Authorizer', keys: [
+            { group: 'ADP - Authorizer', keys: [
                 { key: 'authorizer_name',  label: 'Authorizer Name' },
                 { key: 'authorizer_phone', label: 'Authorizer Phone' },
                 { key: 'authorizer_email', label: 'Authorizer Email' },
             ]},
-        { group: 'Signatures', keys: [
+            { group: 'ADP - Signatures', keys: [
                 { key: 'signature_page_11', label: 'Page 11 Signature' },
                 { key: 'signature_page_12', label: 'Page 12 Signature' },
             ]},
-        { group: 'Other', keys: [
+            { group: 'ADP - Other', keys: [
                 { key: 'reference',               label: 'Assessment Reference' },
                 { key: 'reason_for_application',  label: 'Reason for Application' },
             ]},
-    ];
+        ],
+
+        odsp: [
+            { group: 'ODSP - Signing Fields', keys: [
+                { key: 'sa_client_name', label: 'Client Name (signing)' },
+                { key: 'sa_sign_date',   label: 'Signing Date' },
+                { key: 'sa_signature',   label: 'Client Signature' },
+            ]},
+            { group: 'ODSP - Client Details', keys: [
+                { key: 'client_health_card',         label: 'Health Card Number' },
+                { key: 'client_health_card_version', label: 'Health Card Version' },
+                { key: 'client_weight',              label: 'Weight (lbs)' },
+            ]},
+            { group: 'ODSP - Dates', keys: [
+                { key: 'assessment_start_date',    label: 'Assessment Start Date' },
+                { key: 'assessment_end_date',      label: 'Assessment End Date' },
+            ]},
+            { group: 'ODSP - Authorizer', keys: [
+                { key: 'authorizer_name',  label: 'Authorizer Name' },
+                { key: 'authorizer_phone', label: 'Authorizer Phone' },
+                { key: 'authorizer_email', label: 'Authorizer Email' },
+            ]},
+        ],
+
+        mod: [
+            { group: 'MOD - Dates', keys: [
+                { key: 'assessment_start_date',    label: 'Assessment Start Date' },
+                { key: 'assessment_end_date',      label: 'Assessment End Date' },
+            ]},
+            { group: 'MOD - Authorizer', keys: [
+                { key: 'authorizer_name',  label: 'Authorizer Name' },
+                { key: 'authorizer_phone', label: 'Authorizer Phone' },
+                { key: 'authorizer_email', label: 'Authorizer Email' },
+            ]},
+        ],
+
+        hardship: [
+            { group: 'Hardship - Dates', keys: [
+                { key: 'assessment_start_date',    label: 'Assessment Start Date' },
+                { key: 'assessment_end_date',      label: 'Assessment End Date' },
+            ]},
+            { group: 'Hardship - Authorizer', keys: [
+                { key: 'authorizer_name',  label: 'Authorizer Name' },
+                { key: 'authorizer_phone', label: 'Authorizer Phone' },
+                { key: 'authorizer_email', label: 'Authorizer Email' },
+            ]},
+        ],
+    };
+
+    var DATA_KEYS = COMMON_KEYS.concat(CATEGORY_KEYS[templateCategory] || []);
 
     // Build a flat lookup: key -> label
     var KEY_LABELS = {};
@@ -172,6 +228,7 @@ document.addEventListener('DOMContentLoaded', function () {
         setupPaletteDrag();
         setupContainerDrop();
         setupPreviewButton();
+        buildDataKeysSidebar();
 
         // Prevent the image from intercepting drag events
         if (pageImage) {
@@ -183,6 +240,19 @@ document.addEventListener('DOMContentLoaded', function () {
         });
     }
 
+    function buildDataKeysSidebar() {
+        var list = document.getElementById('dataKeysList');
+        if (!list) return;
+        var html = '';
+        DATA_KEYS.forEach(function (g) {
+            html += '<div class="mb-1 mt-2"><strong>' + g.group + ':</strong></div>';
+            g.keys.forEach(function (k) {
+                html += '<code class="d-block">' + k.key + '</code>';
+            });
+        });
+        list.innerHTML = html;
+    }
+
     // ================================================================
     // Load fields
     // ================================================================
@@ -507,10 +577,20 @@ document.addEventListener('DOMContentLoaded', function () {
             + '  <div class="col-6"><label class="form-label fw-bold small mb-0">Y</label>'
             + '    <input type="text" class="form-control form-control-sm" value="' + round3(field.pos_y) + '" readonly/></div>'
             + '</div>'
-            + '<button type="button" class="btn btn-primary btn-sm w-100 mb-2" id="btn_save_props">'
+            + '<div class="mb-2">'
-            + '  <i class="fa fa-save me-1"/>Save</button>'
+            + '  <label class="form-label fw-bold small mb-0">Text Align</label>'
-            + '<button type="button" class="btn btn-outline-danger btn-sm w-100" id="btn_delete_field">'
+            + '  <div class="btn-group w-100" role="group">'
-            + '  <i class="fa fa-trash me-1"/>Delete</button>';
+            + '    <button type="button" class="btn btn-sm btn-outline-secondary' + (field.text_align === 'left' || !field.text_align ? ' active' : '') + '" data-align="left"><i class="fa fa-align-left"></i></button>'
+            + '    <button type="button" class="btn btn-sm btn-outline-secondary' + (field.text_align === 'center' ? ' active' : '') + '" data-align="center"><i class="fa fa-align-center"></i></button>'
+            + '    <button type="button" class="btn btn-sm btn-outline-secondary' + (field.text_align === 'right' ? ' active' : '') + '" data-align="right"><i class="fa fa-align-right"></i></button>'
+            + '  </div>'
+            + '</div>'
+            + '<div class="d-flex gap-2 mt-3">'
+            + '  <button type="button" class="btn btn-primary btn-sm flex-grow-1" id="btn_save_props">'
+            + '    <i class="fa fa-save me-1"></i>Save</button>'
+            + '  <button type="button" class="btn btn-outline-danger btn-sm" id="btn_delete_field">'
+            + '    <i class="fa fa-trash me-1"></i>Delete</button>'
+            + '</div>';
 
         // Auto-fill name and label when data key is selected
         document.getElementById('prop_field_key').addEventListener('change', function () {
@@ -521,9 +601,18 @@ document.addEventListener('DOMContentLoaded', function () {
             }
         });
 
+        var alignBtns = panel.querySelectorAll('[data-align]');
+        alignBtns.forEach(function (btn) {
+            btn.addEventListener('click', function () {
+                alignBtns.forEach(function (b) { b.classList.remove('active'); });
+                btn.classList.add('active');
+            });
+        });
+
         document.getElementById('btn_save_props').addEventListener('click', function () {
             var keySelect = document.getElementById('prop_field_key');
             var selectedKey = keySelect ? keySelect.value : '';
+            var activeAlign = panel.querySelector('[data-align].active');
             var vals = {
                 name: val('prop_name'),
                 label: val('prop_label'),
@@ -533,6 +622,7 @@ document.addEventListener('DOMContentLoaded', function () {
                 page: parseInt(val('prop_page')) || 1,
                 width: parseFloat(val('prop_width')) || 0.15,
                 height: parseFloat(val('prop_height')) || 0.015,
+                text_align: activeAlign ? activeAlign.dataset.align : 'left',
             };
             Object.assign(field, vals);
             saveField(fieldId, vals);

fusion_authorizer_portal/utils/pdf_filler.py

@@ -109,13 +109,25 @@ class PDFTemplateFiller:
 
         if field_type in ('text', 'date'):
             c.setFont(font_name, font_size)
-            c.drawString(abs_x, abs_y, str(value))
+            text_val = str(value)
+            field_h = field.get('height', 0.018) * page_h
+            text_y = abs_y - field_h + (field_h - font_size) / 2
+            align = field.get('text_align', 'left')
+            if align == 'center':
+                center_x = abs_x + (field.get('width', 0.15) * page_w) / 2
+                c.drawCentredString(center_x, text_y, text_val)
+            elif align == 'right':
+                right_x = abs_x + field.get('width', 0.15) * page_w
+                c.drawRightString(right_x, text_y, text_val)
+            else:
+                c.drawString(abs_x, text_y, text_val)
 
         elif field_type == 'checkbox':
-            if value:  # Only draw if truthy
+            if value:
-                # Checkmark using ZapfDingbats (same as sign module)
                 c.setFont('ZapfDingbats', font_size)
-                c.drawString(abs_x, abs_y, '4')  # checkmark character
+                cb_h = field.get('height', 0.018) * page_h
+                cb_y = abs_y - cb_h + (cb_h - font_size) / 2
+                c.drawString(abs_x, cb_y, '4')
 
         elif field_type == 'signature':
             sig_data = signatures.get(field_key)

fusion_authorizer_portal/views/assessment_views.xml

@@ -6,15 +6,26 @@
         <field name="name">fusion.assessment.tree</field>
         <field name="model">fusion.assessment</field>
         <field name="arch" type="xml">
-            <list string="Assessments" decoration-info="state == 'draft'" decoration-warning="state == 'pending_signature'" decoration-success="state == 'completed'" decoration-muted="state == 'cancelled'">
+            <list string="Assessments" default_order="assessment_date desc, id desc"
+                  decoration-info="state == 'draft'"
+                  decoration-warning="state == 'pending_signature'"
+                  decoration-success="state == 'completed'"
+                  decoration-muted="state == 'cancelled'">
                 <field name="reference"/>
                 <field name="client_name"/>
+                <field name="equipment_type" optional="show"/>
+                <field name="client_type" optional="show"/>
                 <field name="assessment_date"/>
                 <field name="sales_rep_id"/>
                 <field name="authorizer_id"/>
-                <field name="state" widget="badge" decoration-info="state == 'draft'" decoration-warning="state == 'pending_signature'" decoration-success="state == 'completed'" decoration-danger="state == 'cancelled'"/>
+                <field name="reason_for_application" optional="hide"/>
-                <field name="signatures_complete" widget="boolean"/>
+                <field name="state" widget="badge"
-                <field name="sale_order_id"/>
+                       decoration-info="state == 'draft'"
+                       decoration-warning="state == 'pending_signature'"
+                       decoration-success="state == 'completed'"
+                       decoration-danger="state == 'cancelled'"/>
+                <field name="signatures_complete" widget="boolean" optional="show"/>
+                <field name="sale_order_id" optional="show"/>
             </list>
         </field>
     </record>
@@ -26,124 +37,310 @@
         <field name="arch" type="xml">
             <form string="Assessment">
                 <header>
-                    <button name="action_mark_pending_signature" type="object" string="Mark Pending Signature" class="btn-primary" invisible="state != 'draft'"/>
+                    <button name="action_mark_pending_signature" type="object"
-                    <button name="action_complete" type="object" string="Complete Assessment" class="btn-success" invisible="state not in ['draft', 'pending_signature']"/>
+                            string="Mark Pending Signature" class="btn-primary"
-                    <button name="action_cancel" type="object" string="Cancel" invisible="state in ['completed', 'cancelled']"/>
+                            invisible="state != 'draft'"/>
-                    <button name="action_reset_draft" type="object" string="Reset to Draft" invisible="state != 'cancelled'"/>
+                    <button name="action_complete" type="object"
-                    <field name="state" widget="statusbar" statusbar_visible="draft,pending_signature,completed"/>
+                            string="Complete Assessment" class="btn-success"
+                            invisible="state not in ['draft', 'pending_signature']"/>
+                    <button name="action_complete_express" type="object"
+                            string="Express Complete" class="btn-warning"
+                            invisible="state not in ['draft', 'pending_signature']"
+                            confirm="This will complete the assessment without requiring signatures. Continue?"/>
+                    <button name="action_cancel" type="object"
+                            string="Cancel"
+                            invisible="state in ['completed', 'cancelled']"/>
+                    <button name="action_reset_draft" type="object"
+                            string="Reset to Draft"
+                            invisible="state != 'cancelled'"/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="draft,pending_signature,completed"/>
                 </header>
                 <sheet>
                     <div class="oe_button_box" name="button_box">
-                        <button name="action_view_documents" type="object" class="oe_stat_button" icon="fa-file-pdf-o">
+                        <button name="action_view_documents" type="object"
+                                class="oe_stat_button" icon="fa-file-pdf-o">
                             <field name="document_count" string="Documents" widget="statinfo"/>
                         </button>
-                        <button name="action_view_sale_order" type="object" class="oe_stat_button" icon="fa-shopping-cart" invisible="not sale_order_id">
+                        <button name="action_view_sale_order" type="object"
+                                class="oe_stat_button" icon="fa-shopping-cart"
+                                invisible="not sale_order_id">
                             <span class="o_stat_text">Sale Order</span>
                         </button>
                     </div>
 
-                    <div class="oe_title">
+                    <widget name="web_ribbon" title="Completed" bg_color="text-bg-success"
+                            invisible="state != 'completed'"/>
+                    <widget name="web_ribbon" title="Cancelled" bg_color="text-bg-danger"
+                            invisible="state != 'cancelled'"/>
+
+                    <div class="oe_title mb-3">
                         <h1>
-                            <field name="reference" readonly="1"/>
+                            <field name="reference" readonly="1" class="me-3"/>
                         </h1>
+                        <h2 class="text-muted" invisible="not client_name">
+                            <field name="client_name" readonly="1"/>
+                        </h2>
                     </div>
 
+                    <!-- ============ TOP SUMMARY ============ -->
                     <group>
-                        <group string="Client Information">
+                        <group string="Equipment">
-                            <field name="client_name"/>
+                            <field name="equipment_type"/>
+                            <field name="rollator_type" invisible="equipment_type != 'rollator'"/>
+                            <field name="wheelchair_type" invisible="equipment_type != 'wheelchair'"/>
+                            <field name="powerchair_type" invisible="equipment_type != 'powerchair'"/>
+                            <field name="client_type"/>
+                            <field name="reason_for_application"/>
+                            <field name="previous_funding_date"
+                                   invisible="reason_for_application not in ['replace_status','replace_size','replace_worn','replace_lost','replace_stolen','replace_damaged','replace_no_longer_meets']"/>
+                        </group>
+                        <group string="Assessment Info">
+                            <field name="assessment_date"/>
+                            <field name="assessment_location"/>
+                            <field name="assessment_location_notes"/>
+                            <field name="sales_rep_id"/>
+                            <field name="authorizer_id"/>
+                            <field name="sale_order_id" readonly="1"/>
+                        </group>
+                    </group>
+
+                    <notebook>
+
+                        <!-- ============ CLIENT INFORMATION ============ -->
+                        <page string="Client" name="client_info">
+                            <group>
+                                <group string="Personal Details">
                                     <field name="client_first_name"/>
+                                    <field name="client_middle_name"/>
                                     <field name="client_last_name"/>
+                                    <field name="client_dob"/>
                                     <field name="client_phone"/>
                                     <field name="client_mobile"/>
-                            <field name="client_email"/>
+                                    <field name="client_email" widget="email"/>
-                            <field name="client_dob"/>
-                            <field name="client_health_card"/>
                                 </group>
+                                <group string="Health Card">
+                                    <field name="client_health_card"/>
+                                    <field name="client_health_card_version"/>
+                                    <field name="client_weight"/>
+                                    <field name="client_height"/>
+                                </group>
+                            </group>
+                            <group>
                                 <group string="Address">
                                     <field name="client_street"/>
+                                    <field name="client_unit"/>
                                     <field name="client_city"/>
                                     <field name="client_state"/>
                                     <field name="client_postal_code"/>
                                     <field name="client_country_id"/>
                                 </group>
-                    </group>
+                                <group string="References &amp; Linking">
-                    
+                                    <field name="client_reference_1"/>
-                    <group>
+                                    <field name="client_reference_2"/>
-                        <group string="Assessment Details">
-                            <field name="assessment_date"/>
-                            <field name="assessment_location"/>
-                            <field name="assessment_location_notes"/>
-                        </group>
-                        <group string="Participants">
-                            <field name="sales_rep_id"/>
-                            <field name="authorizer_id"/>
                                     <field name="partner_id"/>
                                     <field name="create_new_partner"/>
                                 </group>
                             </group>
+                        </page>
 
+                        <!-- ============ MEASUREMENTS & SPECS ============ -->
+                        <page string="Measurements" name="measurements">
+
+                            <!-- Rollator Measurements -->
+                            <group string="Rollator Measurements"
+                                   invisible="equipment_type != 'rollator'">
                                 <group>
-                        <group string="Client References">
+                                    <field name="rollator_handle_height"/>
-                            <field name="client_reference_1"/>
+                                    <field name="rollator_seat_height"/>
-                            <field name="client_reference_2"/>
+                                </group>
+                                <group>
+                                    <field name="rollator_addons" placeholder="e.g. Basket, Tray, Backrest pad..."/>
                                 </group>
                             </group>
 
-                    <notebook>
+                            <!-- Wheelchair / Powerchair Measurements -->
-                        <page string="Wheelchair Specifications" name="specs">
+                            <group string="Seat Measurements"
+                                   invisible="equipment_type not in ['wheelchair', 'powerchair']">
                                 <group>
-                                <group string="Seat Measurements">
                                     <field name="seat_width"/>
                                     <field name="seat_depth"/>
                                     <field name="seat_to_floor_height"/>
                                     <field name="seat_angle"/>
                                 </group>
-                                <group string="Back &amp; Arms">
+                                <group>
                                     <field name="back_height"/>
                                     <field name="back_angle"/>
                                     <field name="armrest_height"/>
-                                    <field name="footrest_length"/>
                                 </group>
                             </group>
+
+                            <group string="Leg &amp; Foot"
+                                   invisible="equipment_type not in ['wheelchair', 'powerchair']">
+                                <group>
+                                    <field name="footrest_length"/>
+                                    <field name="legrest_length"/>
+                                    <field name="cane_height"/>
+                                </group>
+                            </group>
+
+                            <group string="Overall Dimensions"
+                                   invisible="equipment_type not in ['wheelchair', 'powerchair']">
                                 <group>
-                                <group string="Overall Dimensions">
                                     <field name="overall_width"/>
                                     <field name="overall_length"/>
                                     <field name="overall_height"/>
                                 </group>
-                                <group string="Client Measurements">
+                            </group>
-                                    <field name="client_weight"/>
+
-                                    <field name="client_height"/>
+                        </page>
+
+                        <!-- ============ OPTIONS & ACCESSORIES ============ -->
+                        <page string="Options" name="options"                              invisible="equipment_type not in ['wheelchair', 'powerchair']">
+
+                            <group invisible="equipment_type != 'wheelchair'">
+                                <group string="Frame Options">
+                                    <field name="frame_options" nolabel="1"
+                                           placeholder="e.g. Recliner Option, Dynamic Tilt Frame, Titanium Frame"/>
+                                </group>
+                                <group string="Wheel Options">
+                                    <field name="wheel_options" nolabel="1"
+                                           placeholder="e.g. Quick Release Axle, Mag Wheels, Anti-Tip..."/>
+                                </group>
+                            </group>
+
+                            <group invisible="equipment_type != 'wheelchair'">
+                                <group string="Legrest Accessories">
+                                    <field name="legrest_options" nolabel="1"
+                                           placeholder="e.g. Elevating Legrest, Swing Away..."/>
+                                </group>
+                                <group string="Additional ADP Options">
+                                    <field name="additional_adp_options" nolabel="1"/>
+                                </group>
+                            </group>
+
+                            <group invisible="equipment_type != 'powerchair'">
+                                <group string="Powerchair Options">
+                                    <field name="powerchair_options" nolabel="1"/>
+                                </group>
+                                <group string="Specialty Controls">
+                                    <field name="specialty_controls" nolabel="1"
+                                           placeholder="Rationale required for specialty components"/>
+                                </group>
+                            </group>
+
+                            <group>
+                                <group string="Seating">
+                                    <field name="seatbelt_type"/>
+                                    <field name="cushion_info"/>
+                                    <field name="backrest_info"/>
+                                </group>
+                                <group string="Additional Customization">
+                                    <field name="additional_customization" nolabel="1"
+                                           placeholder="Free-form notes for any customization..."/>
                                 </group>
                             </group>
                         </page>
 
+                        <!-- ============ PRODUCT TYPES ============ -->
                         <page string="Product Types" name="products">
                             <group>
-                                <group>
+                                <group string="Cushion">
                                     <field name="cushion_type"/>
-                                    <field name="cushion_notes"/>
+                                    <field name="cushion_notes" placeholder="Cushion details..."
+                                           invisible="not cushion_type"/>
+                                </group>
+                                <group string="Backrest">
                                     <field name="backrest_type"/>
-                                    <field name="backrest_notes"/>
+                                    <field name="backrest_notes" placeholder="Backrest details..."
+                                           invisible="not backrest_type"/>
+                                </group>
                             </group>
                             <group>
+                                <group string="Frame">
                                     <field name="frame_type"/>
-                                    <field name="frame_notes"/>
+                                    <field name="frame_notes" placeholder="Frame details..."
+                                           invisible="not frame_type"/>
+                                </group>
+                                <group string="Wheels">
                                     <field name="wheel_type"/>
-                                    <field name="wheel_notes"/>
+                                    <field name="wheel_notes" placeholder="Wheel details..."
+                                           invisible="not wheel_type"/>
                                 </group>
                             </group>
                         </page>
 
-                        <page string="Needs &amp; Requirements" name="needs">
+                        <!-- ============ CLINICAL NOTES ============ -->
+                        <page string="Clinical Notes" name="needs">
                             <group>
-                                <field name="diagnosis"/>
+                                <group>
-                                <field name="mobility_notes"/>
+                                    <field name="diagnosis" placeholder="Relevant medical diagnosis or conditions..."/>
-                                <field name="accessibility_notes"/>
+                                </group>
-                                <field name="special_requirements"/>
+                                <group>
+                                    <field name="mobility_notes" placeholder="Document mobility needs and challenges..."/>
+                                </group>
+                            </group>
+                            <group>
+                                <group>
+                                    <field name="accessibility_notes" placeholder="Accessibility requirements and home environment..."/>
+                                </group>
+                                <group>
+                                    <field name="special_requirements" placeholder="Any special requirements or customizations..."/>
+                                </group>
                             </group>
                         </page>
 
+                        <!-- ============ KEY DATES ============ -->
+                        <page string="Dates" name="dates">
+                            <group>
+                                <group string="Assessment Period">
+                                    <field name="assessment_start_date"/>
+                                    <field name="assessment_end_date"/>
+                                </group>
+                                <group string="Authorization">
+                                    <field name="claim_authorization_date"/>
+                                </group>
+                            </group>
+                        </page>
+
+                        <!-- ============ CONSENT & DECLARATION (PAGE 11) ============ -->
+                        <page string="Consent &amp; Declaration" name="consent">
+                            <group>
+                                <group string="Consent Details">
+                                    <field name="consent_signed_by"/>
+                                    <field name="consent_declaration_accepted"/>
+                                    <field name="consent_date"/>
+                                </group>
+                            </group>
+
+                            <group string="Agent Details"
+                                   invisible="consent_signed_by != 'agent'">
+                                <group>
+                                    <field name="agent_relationship"/>
+                                    <field name="agent_first_name"/>
+                                    <field name="agent_middle_initial"/>
+                                    <field name="agent_last_name"/>
+                                </group>
+                                <group>
+                                    <field name="agent_street_number"/>
+                                    <field name="agent_street_name"/>
+                                    <field name="agent_unit"/>
+                                    <field name="agent_city"/>
+                                    <field name="agent_province"/>
+                                    <field name="agent_postal_code"/>
+                                </group>
+                            </group>
+                            <group string="Agent Contact"
+                                   invisible="consent_signed_by != 'agent'">
+                                <group>
+                                    <field name="agent_home_phone"/>
+                                    <field name="agent_business_phone"/>
+                                    <field name="agent_phone_ext"/>
+                                </group>
+                            </group>
+                        </page>
+
+                        <!-- ============ SIGNATURES ============ -->
                         <page string="Signatures" name="signatures">
                             <group>
                                 <group string="Page 11 - Authorizer Signature">
@@ -158,13 +355,17 @@
                                 </group>
                             </group>
                             <group>
-                                <field name="signatures_complete"/>
+                                <field name="signatures_complete" readonly="1"/>
+                                <field name="signed_page_11_pdf" filename="signed_page_11_pdf_filename"
+                                       invisible="not signed_page_11_pdf"/>
+                                <field name="signed_page_11_pdf_filename" invisible="1"/>
                             </group>
                         </page>
 
+                        <!-- ============ DOCUMENTS ============ -->
                         <page string="Documents" name="documents">
                             <field name="document_ids">
-                                <list string="Documents">
+                                <list string="Documents" editable="bottom">
                                     <field name="document_type"/>
                                     <field name="filename"/>
                                     <field name="revision"/>
@@ -174,26 +375,20 @@
                             </field>
                         </page>
 
+                        <!-- ============ COMMENTS ============ -->
                         <page string="Comments" name="comments">
                             <field name="comment_ids">
-                                <list string="Comments">
+                                <list string="Comments" editable="bottom">
-                                    <field name="create_date"/>
+                                    <field name="create_date" string="Date"/>
                                     <field name="author_id"/>
                                     <field name="comment"/>
                                 </list>
                             </field>
                         </page>
-                    </notebook>
 
-                    <group invisible="not sale_order_id">
+                    </notebook>
-                        <field name="sale_order_id"/>
-                    </group>
                 </sheet>
-                <div class="oe_chatter">
+                <chatter/>
-                    <field name="message_follower_ids"/>
-                    <field name="activity_ids"/>
-                    <field name="message_ids"/>
-                </div>
             </form>
         </field>
     </record>
@@ -207,8 +402,10 @@
                 <field name="reference"/>
                 <field name="client_name"/>
                 <field name="client_email"/>
+                <field name="client_health_card"/>
                 <field name="sales_rep_id"/>
                 <field name="authorizer_id"/>
+                <field name="sale_order_id"/>
                 <separator/>
                 <filter string="In Progress" name="draft" domain="[('state', '=', 'draft')]"/>
                 <filter string="Pending Signature" name="pending" domain="[('state', '=', 'pending_signature')]"/>
@@ -216,11 +413,19 @@
                 <filter string="Cancelled" name="cancelled" domain="[('state', '=', 'cancelled')]"/>
                 <separator/>
                 <filter string="My Assessments" name="my_assessments" domain="[('sales_rep_id', '=', uid)]"/>
+                <filter string="Has Sale Order" name="has_so" domain="[('sale_order_id', '!=', False)]"/>
+                <filter string="Signatures Pending" name="sigs_pending" domain="[('signatures_complete', '=', False), ('state', '!=', 'cancelled')]"/>
+                <separator/>
+                <filter string="Wheelchair" name="filter_wheelchair" domain="[('equipment_type', '=', 'wheelchair')]"/>
+                <filter string="Powerchair" name="filter_powerchair" domain="[('equipment_type', '=', 'powerchair')]"/>
+                <filter string="Rollator" name="filter_rollator" domain="[('equipment_type', '=', 'rollator')]"/>
                 <separator/>
                 <filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
+                <filter string="Equipment Type" name="group_equipment" context="{'group_by': 'equipment_type'}"/>
+                <filter string="Client Type" name="group_client_type" context="{'group_by': 'client_type'}"/>
                 <filter string="Sales Rep" name="group_sales_rep" context="{'group_by': 'sales_rep_id'}"/>
                 <filter string="Authorizer" name="group_authorizer" context="{'group_by': 'authorizer_id'}"/>
-                <filter string="Date" name="group_date" context="{'group_by': 'assessment_date:month'}"/>
+                <filter string="Month" name="group_date" context="{'group_by': 'assessment_date:month'}"/>
             </search>
         </field>
     </record>
@@ -237,8 +442,8 @@
                 Create your first assessment
             </p>
             <p>
-                Assessments are used to record wheelchair specifications and client needs.
+                Assessments record wheelchair, powerchair, and rollator specifications
-                Once completed, they will create a draft sale order for review.
+                along with client needs. Once completed, a draft sale order is created.
             </p>
         </field>
     </record>

fusion_authorizer_portal/views/loaner_checkout_views.xml

@@ -0,0 +1,25 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Add Assessment button and field to Loaner Checkout form -->
+    <record id="view_fusion_loaner_checkout_form_assessment" model="ir.ui.view">
+        <field name="name">fusion.loaner.checkout.form.assessment</field>
+        <field name="model">fusion.loaner.checkout</field>
+        <field name="inherit_id" ref="fusion_claims.view_fusion_loaner_checkout_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//button[@name='action_view_partner']" position="before">
+                <button name="action_view_assessment" type="object"
+                        class="oe_stat_button" icon="fa-clipboard"
+                        invisible="not assessment_id">
+                    <div class="o_field_widget o_stat_info">
+                        <span class="o_stat_text">Assessment</span>
+                    </div>
+                </button>
+            </xpath>
+            <xpath expr="//field[@name='sale_order_id']" position="after">
+                <field name="assessment_id"/>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

fusion_authorizer_portal/views/portal_assessment_express.xml

@@ -1310,48 +1310,42 @@
                         handleReasonChange();
                     }
                     
+                    function disableFormInputs(form) {
+                        if (!form) return;
+                        form.style.display = 'none';
+                        form.querySelectorAll('input, select, textarea').forEach(function(el) {
+                            el.disabled = true;
+                            if (el.hasAttribute('required')) {
+                                el.removeAttribute('required');
+                                el.dataset.wasRequired = 'true';
+                            }
+                        });
+                    }
+
+                    function enableFormInputs(form) {
+                        if (!form) return;
+                        form.style.display = 'block';
+                        form.querySelectorAll('input, select, textarea').forEach(function(el) {
+                            el.disabled = false;
+                            if (el.dataset.wasRequired === 'true') {
+                                el.setAttribute('required', 'required');
+                            }
+                        });
+                    }
+
                     function showEquipmentForm() {
                         var value = equipmentSelect ? equipmentSelect.value : '';
                         
-                        // Hide all forms and disable required on hidden fields
+                        disableFormInputs(rollatorForm);
-                        if (rollatorForm) {
+                        disableFormInputs(wheelchairForm);
-                            rollatorForm.style.display = 'none';
+                        disableFormInputs(powerchairForm);
-                            rollatorForm.querySelectorAll('[required]').forEach(function(el) {
-                                el.removeAttribute('required');
-                                el.dataset.wasRequired = 'true';
-                            });
-                        }
-                        if (wheelchairForm) {
-                            wheelchairForm.style.display = 'none';
-                            wheelchairForm.querySelectorAll('[required]').forEach(function(el) {
-                                el.removeAttribute('required');
-                                el.dataset.wasRequired = 'true';
-                            });
-                        }
-                        if (powerchairForm) {
-                            powerchairForm.style.display = 'none';
-                            powerchairForm.querySelectorAll('[required]').forEach(function(el) {
-                                el.removeAttribute('required');
-                                el.dataset.wasRequired = 'true';
-                            });
-                        }
                         
-                        // Show selected form and restore required
+                        if (value === 'rollator') {
-                        if (value === 'rollator' && rollatorForm) {
+                            enableFormInputs(rollatorForm);
-                            rollatorForm.style.display = 'block';
+                        } else if (value === 'wheelchair') {
-                            rollatorForm.querySelectorAll('[data-was-required]').forEach(function(el) {
+                            enableFormInputs(wheelchairForm);
-                                el.setAttribute('required', 'required');
+                        } else if (value === 'powerchair') {
-                            });
+                            enableFormInputs(powerchairForm);
-                        } else if (value === 'wheelchair' && wheelchairForm) {
-                            wheelchairForm.style.display = 'block';
-                            wheelchairForm.querySelectorAll('[data-was-required]').forEach(function(el) {
-                                el.setAttribute('required', 'required');
-                            });
-                        } else if (value === 'powerchair' && powerchairForm) {
-                            powerchairForm.style.display = 'block';
-                            powerchairForm.querySelectorAll('[data-was-required]').forEach(function(el) {
-                                el.setAttribute('required', 'required');
-                            });
                         }
                     }
                     

fusion_authorizer_portal/views/portal_pdf_editor.xml

@@ -12,7 +12,8 @@
             <div class="container-fluid py-3" id="pdf_field_editor"
                  t-att-data-template-id="template.id"
                  t-att-data-page-count="template.page_count or 1"
-                 t-att-data-current-page="1">
+                 t-att-data-current-page="1"
+                 t-att-data-category="template.category or 'other'">
 
                 <!-- Header Bar -->
                 <div class="d-flex justify-content-between align-items-center mb-3">
@@ -96,7 +97,7 @@
                             </div>
                         </div>
 
-                        <!-- Data Keys Reference (collapsible) -->
+                        <!-- Data Keys Reference (collapsible, populated by JS) -->
                         <div class="card">
                             <div class="card-header py-2" style="cursor: pointer;"
                                  data-bs-toggle="collapse" data-bs-target="#dataKeysCollapse">
@@ -106,36 +107,8 @@
                                 </h6>
                             </div>
                             <div id="dataKeysCollapse" class="collapse">
-                                <div class="card-body p-2" style="max-height: 250px; overflow-y: auto; font-size: 11px;">
+                                <div class="card-body p-2" id="dataKeysList"
-                                    <div class="mb-1"><strong>Client:</strong></div>
+                                     style="max-height: 300px; overflow-y: auto; font-size: 11px;">
-                                    <code class="d-block">client_last_name</code>
-                                    <code class="d-block">client_first_name</code>
-                                    <code class="d-block">client_middle_name</code>
-                                    <code class="d-block">client_health_card</code>
-                                    <code class="d-block">client_health_card_version</code>
-                                    <code class="d-block">client_street</code>
-                                    <code class="d-block">client_unit</code>
-                                    <code class="d-block">client_city</code>
-                                    <code class="d-block">client_state</code>
-                                    <code class="d-block">client_postal_code</code>
-                                    <code class="d-block">client_phone</code>
-                                    <code class="d-block">client_email</code>
-                                    <code class="d-block">client_weight</code>
-                                    <div class="mb-1 mt-2"><strong>Consent:</strong></div>
-                                    <code class="d-block">consent_applicant</code>
-                                    <code class="d-block">consent_agent</code>
-                                    <code class="d-block">consent_date</code>
-                                    <code class="d-block">agent_rel_spouse</code>
-                                    <code class="d-block">agent_rel_parent</code>
-                                    <code class="d-block">agent_rel_child</code>
-                                    <code class="d-block">agent_rel_poa</code>
-                                    <code class="d-block">agent_rel_guardian</code>
-                                    <code class="d-block">agent_last_name</code>
-                                    <code class="d-block">agent_first_name</code>
-                                    <code class="d-block">agent_middle_initial</code>
-                                    <div class="mb-1 mt-2"><strong>Signatures:</strong></div>
-                                    <code class="d-block">signature_page_11</code>
-                                    <code class="d-block">signature_page_12</code>
                                 </div>
                             </div>
                         </div>

fusion_authorizer_portal/views/portal_repair_form.xml

@@ -0,0 +1,322 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <template id="portal_ltc_repair_form"
+              name="LTC Repair Form">
+        <t t-call="website.layout">
+            <div id="wrap" class="oe_structure">
+                <section class="container py-5">
+                    <div class="row justify-content-center">
+                        <div class="col-lg-8">
+                            <div class="text-center mb-4">
+                                <h1>LTC Repairs Request</h1>
+                                <p class="lead text-muted">
+                                    Submit a repair request for medical equipment at your facility.
+                                </p>
+                            </div>
+
+                            <t t-if="request.params.get('error') == 'facility'">
+                                <div class="alert alert-danger">Please select a facility.</div>
+                            </t>
+                            <t t-if="request.params.get('error') == 'name'">
+                                <div class="alert alert-danger">Patient name is required.</div>
+                            </t>
+                            <t t-if="request.params.get('error') == 'description'">
+                                <div class="alert alert-danger">Issue description is required.</div>
+                            </t>
+                            <t t-if="request.params.get('error') == 'photos'">
+                                <div class="alert alert-danger">At least one before photo is required.</div>
+                            </t>
+                            <t t-if="request.params.get('error') == 'server'">
+                                <div class="alert alert-danger">
+                                    An error occurred. Please try again or contact us.
+                                </div>
+                            </t>
+
+                            <form action="/repair-form/submit" method="POST"
+                                  enctype="multipart/form-data"
+                                  class="card shadow-sm">
+                                <input type="hidden" name="csrf_token"
+                                       t-att-value="request.csrf_token()"/>
+                                <div class="card-body p-4">
+
+                                    <div class="mb-4">
+                                        <div class="form-check">
+                                            <input type="checkbox" class="form-check-input"
+                                                   id="is_emergency" name="is_emergency"/>
+                                            <label class="form-check-label fw-bold text-danger"
+                                                   for="is_emergency">
+                                                Is this an Emergency Repair Request?
+                                            </label>
+                                        </div>
+                                        <small class="text-muted">
+                                            Emergency visits may be chargeable at an extra rate.
+                                        </small>
+                                    </div>
+
+                                    <hr/>
+
+                                    <div class="mb-3">
+                                        <label for="facility_id" class="form-label fw-bold">
+                                            Facility Location *
+                                        </label>
+                                        <select name="facility_id" id="facility_id"
+                                                class="form-select" required="required">
+                                            <option value="">-- Select Facility --</option>
+                                            <t t-foreach="facilities" t-as="fac">
+                                                <option t-att-value="fac.id">
+                                                    <t t-esc="fac.name"/>
+                                                </option>
+                                            </t>
+                                        </select>
+                                    </div>
+
+                                    <div class="mb-3">
+                                        <label for="client_name" class="form-label fw-bold">
+                                            Patient Name *
+                                        </label>
+                                        <input type="text" name="client_name" id="client_name"
+                                               class="form-control" required="required"
+                                               placeholder="Enter patient name"/>
+                                    </div>
+
+                                    <div class="mb-3">
+                                        <label for="room_number" class="form-label fw-bold">
+                                            Room Number *
+                                        </label>
+                                        <input type="text" name="room_number" id="room_number"
+                                               class="form-control" required="required"
+                                               placeholder="e.g. 305"/>
+                                    </div>
+
+                                    <div class="mb-3">
+                                        <label for="issue_description" class="form-label fw-bold">
+                                            Describe the Issue *
+                                        </label>
+                                        <textarea name="issue_description" id="issue_description"
+                                                  class="form-control" rows="4"
+                                                  required="required"
+                                                  placeholder="Please provide as much detail as possible about the issue."/>
+                                    </div>
+
+                                    <div class="mb-3">
+                                        <label for="issue_reported_date" class="form-label fw-bold">
+                                            Issue Reported Date *
+                                        </label>
+                                        <input type="date" name="issue_reported_date"
+                                               id="issue_reported_date"
+                                               class="form-control" required="required"
+                                               t-att-value="today"/>
+                                    </div>
+
+                                    <div class="mb-3">
+                                        <label for="product_serial" class="form-label fw-bold">
+                                            Product Serial # *
+                                        </label>
+                                        <input type="text" name="product_serial"
+                                               id="product_serial"
+                                               class="form-control" required="required"
+                                               placeholder="Serial number is required for repairs"/>
+                                    </div>
+
+                                    <div class="mb-3">
+                                        <label for="before_photos" class="form-label fw-bold">
+                                            Before Photos (Reported Condition) *
+                                        </label>
+                                        <input type="file" name="before_photos" id="before_photos"
+                                               class="form-control" multiple="multiple"
+                                               accept="image/*" required="required"/>
+                                        <small class="text-muted">
+                                            At least 1 photo required. Up to 4 photos (max 10MB each).
+                                        </small>
+                                    </div>
+
+                                    <hr/>
+
+                                    <h5>Family / POA Contact</h5>
+                                    <div class="row">
+                                        <div class="col-md-6 mb-3">
+                                            <label for="poa_name" class="form-label">
+                                                Relative/POA Name
+                                            </label>
+                                            <input type="text" name="poa_name" id="poa_name"
+                                                   class="form-control"
+                                                   placeholder="Contact name"/>
+                                        </div>
+                                        <div class="col-md-6 mb-3">
+                                            <label for="poa_phone" class="form-label">
+                                                Relative/POA Phone
+                                            </label>
+                                            <input type="tel" name="poa_phone" id="poa_phone"
+                                                   class="form-control"
+                                                   placeholder="Phone number"/>
+                                        </div>
+                                    </div>
+
+                                    <t t-if="is_technician">
+                                        <hr/>
+
+                                        <div class="bg-light p-3 rounded mb-3">
+                                            <p class="fw-bold text-muted mb-2">
+                                                FOR TECHNICIAN USE ONLY
+                                            </p>
+                                            <div class="mb-3">
+                                                <label class="form-label">
+                                                    Has the issue been resolved?
+                                                </label>
+                                                <div class="form-check form-check-inline">
+                                                    <input type="radio" name="resolved" value="yes"
+                                                           class="form-check-input" id="resolved_yes"/>
+                                                    <label class="form-check-label"
+                                                           for="resolved_yes">Yes</label>
+                                                </div>
+                                                <div class="form-check form-check-inline">
+                                                    <input type="radio" name="resolved" value="no"
+                                                           class="form-check-input" id="resolved_no"
+                                                           checked="checked"/>
+                                                    <label class="form-check-label"
+                                                           for="resolved_no">No</label>
+                                                </div>
+                                            </div>
+                                            <div id="resolution_section"
+                                                 style="display: none;">
+                                                <div class="mb-3">
+                                                    <label for="resolution_description"
+                                                           class="form-label">
+                                                        Describe the Solution
+                                                    </label>
+                                                    <textarea name="resolution_description"
+                                                              id="resolution_description"
+                                                              class="form-control" rows="3"
+                                                              placeholder="How was the issue resolved?"/>
+                                                </div>
+                                                <div class="mb-3">
+                                                    <label for="after_photos" class="form-label fw-bold">
+                                                        After Photos (Completed Repair)
+                                                    </label>
+                                                    <input type="file" name="after_photos" id="after_photos"
+                                                           class="form-control" multiple="multiple"
+                                                           accept="image/*"/>
+                                                    <small class="text-muted">
+                                                        Attach after repair is completed. Up to 4 photos (max 10MB each).
+                                                    </small>
+                                                </div>
+                                            </div>
+                                        </div>
+                                    </t>
+
+                                    <div class="text-center mt-4">
+                                        <button type="submit" class="btn btn-primary btn-lg px-5">
+                                            Submit Repair Request
+                                        </button>
+                                    </div>
+
+                                </div>
+                            </form>
+                        </div>
+                    </div>
+                </section>
+            </div>
+
+            <script>
+                document.addEventListener('DOMContentLoaded', function() {
+                    var section = document.getElementById('resolution_section');
+                    if (!section) return;
+                    var radios = document.querySelectorAll('input[name="resolved"]');
+                    radios.forEach(function(r) {
+                        r.addEventListener('change', function() {
+                            section.style.display = this.value === 'yes' ? 'block' : 'none';
+                        });
+                    });
+                });
+            </script>
+        </t>
+    </template>
+
+    <template id="portal_ltc_repair_thank_you"
+              name="Repair Request Submitted">
+        <t t-call="website.layout">
+            <div id="wrap" class="oe_structure">
+                <section class="container py-5">
+                    <div class="row justify-content-center">
+                        <div class="col-lg-6 text-center">
+                            <div class="mb-4">
+                                <i class="fa fa-check-circle text-success"
+                                   style="font-size: 4rem;"/>
+                            </div>
+                            <h2>Thank You!</h2>
+                            <p class="lead text-muted">
+                                Your repair request has been submitted successfully.
+                            </p>
+                            <div class="card mt-4">
+                                <div class="card-body">
+                                    <p><strong>Reference:</strong>
+                                        <t t-esc="repair.name"/></p>
+                                    <p><strong>Facility:</strong>
+                                        <t t-esc="repair.facility_id.name"/></p>
+                                    <p><strong>Patient:</strong>
+                                        <t t-esc="repair.display_client_name"/></p>
+                                    <p><strong>Room:</strong>
+                                        <t t-esc="repair.room_number"/></p>
+                                </div>
+                            </div>
+                            <a href="/repair-form" class="btn btn-outline-primary mt-4">
+                                Submit Another Request
+                            </a>
+                        </div>
+                    </div>
+                </section>
+            </div>
+        </t>
+    </template>
+
+    <template id="portal_ltc_repair_password"
+              name="LTC Repair Form - Password">
+        <t t-call="website.layout">
+            <div id="wrap" class="oe_structure">
+                <section class="container py-5">
+                    <div class="row justify-content-center">
+                        <div class="col-lg-5">
+                            <div class="card shadow-sm">
+                                <div class="card-body p-4 text-center">
+                                    <div class="mb-3">
+                                        <i class="fa fa-lock text-primary"
+                                           style="font-size: 3rem;"/>
+                                    </div>
+                                    <h3>LTC Repairs Request</h3>
+                                    <p class="text-muted">
+                                        Please enter the access password to continue.
+                                    </p>
+
+                                    <t t-if="error">
+                                        <div class="alert alert-danger">
+                                            Incorrect password. Please try again.
+                                        </div>
+                                    </t>
+
+                                    <form action="/repair-form/auth" method="POST"
+                                          class="mt-3">
+                                        <input type="hidden" name="csrf_token"
+                                               t-att-value="request.csrf_token()"/>
+                                        <div class="mb-3">
+                                            <input type="password" name="password"
+                                                   class="form-control form-control-lg text-center"
+                                                   placeholder="Enter password"
+                                                   minlength="4" required="required"
+                                                   autofocus="autofocus"/>
+                                        </div>
+                                        <button type="submit"
+                                                class="btn btn-primary btn-lg w-100">
+                                            Access Form
+                                        </button>
+                                    </form>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </section>
+            </div>
+        </t>
+    </template>
+
+</odoo>

fusion_authorizer_portal/views/portal_technician_templates.xml

@@ -171,12 +171,12 @@
 
                 <!-- Quick Links -->
                 <div class="row g-2 mb-4">
-                    <div class="col-6">
+                    <div class="col-4">
                         <a href="/my/technician/tasks" class="btn btn-outline-primary w-100 py-3">
                             <i class="fa fa-list me-1"/>All Tasks
                         </a>
                     </div>
-                    <div class="col-6">
+                    <div class="col-4">
                         <a href="/my/technician/tomorrow" class="btn btn-outline-secondary w-100 py-3">
                             <i class="fa fa-calendar me-1"/>Tomorrow
                             <t t-if="tomorrow_count">
@@ -184,6 +184,11 @@
                             </t>
                         </a>
                     </div>
+                    <div class="col-4">
+                        <a href="/repair-form" class="btn btn-outline-warning w-100 py-3">
+                            <i class="fa fa-wrench me-1"/>Repair Form
+                        </a>
+                    </div>
                 </div>
 
                 <!-- My Start Location -->

fusion_authorizer_portal/views/portal_templates.xml

@@ -4,13 +4,17 @@
     <!-- ==================== PORTAL HOME EXTENSION ==================== -->
     
     <template id="portal_my_home_authorizer" inherit_id="portal.portal_my_home" priority="40">
-        <!-- Insert Fusion content at the very top, before alert category -->
+        <!-- Insert Fusion content before the default portal docs grid -->
-        <xpath expr="//div[@id='portal_alert_category']" position="before">
+        <xpath expr="//div[hasclass('o_portal_docs')]" position="before">
             <t t-if="request.env.user.partner_id.is_authorizer or request.env.user.partner_id.is_sales_rep_portal or request.env.user.partner_id.is_client_portal or request.env.user.partner_id.is_technician_portal">
+                <t t-set="fc_gradient" t-value="portal_gradient or 'linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%)'"/>
+                <style>
+                    :root { --fc-portal-gradient: <t t-out="fc_gradient"/>; }
+                </style>
                 <!-- Welcome Banner -->
-                <div class="row mb-4">
+                <div class="row g-3 mb-4">
                     <div class="col-12">
-                        <div class="border-0 shadow-sm p-4" style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); border-radius: 12px;">
+                        <div class="border-0 shadow-sm p-4" t-attf-style="background: {{fc_gradient}}; border-radius: 12px;">
                             <div class="d-flex align-items-center text-white">
                                 <div class="flex-grow-1">
                                     <h4 class="mb-1" style="color: #fff; text-shadow: 0 1px 2px rgba(0,0,0,0.1);">
@@ -71,7 +75,7 @@
                             <a href="/my/accessibility" class="card h-100 border-0 shadow-sm text-decoration-none" style="border-radius: 12px; min-height: 100px;">
                                 <div class="card-body d-flex align-items-center p-4">
                                     <div class="me-3">
-                                        <div class="rounded-circle d-flex align-items-center justify-content-center" style="width: 50px; height: 50px; background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);">
+                                        <div class="rounded-circle d-flex align-items-center justify-content-center" t-attf-style="width: 50px; height: 50px; background: {{fc_gradient}};">
                                             <i class="fa fa-wheelchair fa-lg text-white"/>
                                         </div>
                                     </div>
@@ -90,7 +94,7 @@
                             <a href="/my/sales" class="card h-100 border-0 shadow-sm text-decoration-none" style="border-radius: 12px; min-height: 100px;">
                                 <div class="card-body d-flex align-items-center p-4">
                                     <div class="me-3">
-                                        <div class="rounded-circle d-flex align-items-center justify-content-center" style="width: 50px; height: 50px; background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);">
+                                        <div class="rounded-circle d-flex align-items-center justify-content-center" t-attf-style="width: 50px; height: 50px; background: {{fc_gradient}};">
                                             <i class="fa fa-briefcase fa-lg text-white"/>
                                         </div>
                                     </div>
@@ -109,7 +113,7 @@
                             <a href="/my/assessments" class="card h-100 border-0 shadow-sm text-decoration-none" style="border-radius: 12px; min-height: 100px;">
                                 <div class="card-body d-flex align-items-center p-4">
                                     <div class="me-3">
-                                        <div class="rounded-circle d-flex align-items-center justify-content-center" style="width: 50px; height: 50px; background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);">
+                                        <div class="rounded-circle d-flex align-items-center justify-content-center" t-attf-style="width: 50px; height: 50px; background: {{fc_gradient}};">
                                             <i class="fa fa-clipboard fa-lg text-white"/>
                                         </div>
                                     </div>
@@ -131,7 +135,7 @@
                                 </t>
                                 <div class="card-body d-flex align-items-center p-4">
                                     <div class="me-3">
-                                        <div class="rounded-circle d-flex align-items-center justify-content-center" style="width: 50px; height: 50px; background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);">
+                                        <div class="rounded-circle d-flex align-items-center justify-content-center" t-attf-style="width: 50px; height: 50px; background: {{fc_gradient}};">
                                             <i class="fa fa-pencil-square-o fa-lg text-white"/>
                                         </div>
                                     </div>
@@ -172,7 +176,7 @@
                             <a href="/my/technician" class="card h-100 border-0 shadow-sm text-decoration-none" style="border-radius: 12px; min-height: 100px;">
                                 <div class="card-body d-flex align-items-center p-4">
                                     <div class="me-3">
-                                        <div class="rounded-circle d-flex align-items-center justify-content-center" style="width: 50px; height: 50px; background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);">
+                                        <div class="rounded-circle d-flex align-items-center justify-content-center" t-attf-style="width: 50px; height: 50px; background: {{fc_gradient}};">
                                             <i class="fa fa-truck fa-lg text-white"/>
                                         </div>
                                     </div>
@@ -191,7 +195,7 @@
                             <a href="/my/funding-claims" class="card h-100 border-0 shadow-sm text-decoration-none" style="border-radius: 12px; min-height: 100px;">
                                 <div class="card-body d-flex align-items-center p-4">
                                     <div class="me-3">
-                                        <div class="rounded-circle d-flex align-items-center justify-content-center" style="width: 50px; height: 50px; background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);">
+                                        <div class="rounded-circle d-flex align-items-center justify-content-center" t-attf-style="width: 50px; height: 50px; background: {{fc_gradient}};">
                                             <i class="fa fa-file-text-o fa-lg text-white"/>
                                         </div>
                                     </div>
@@ -206,16 +210,16 @@
                 </div>
                 
                 <!-- ADP Posting Schedule Card -->
-                <div class="row mb-4" t-if="next_posting_date">
+                <div class="row g-3 mb-4" t-if="next_posting_date">
                     <div class="col-12">
                         <div class="card shadow-sm border-0 overflow-hidden" style="border-radius: 12px;">
-                            <div class="card-header py-3" style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);">
+                            <div class="card-header py-3" t-attf-style="background: {{fc_gradient}};">
                                 <h5 class="mb-0 text-white"><i class="fa fa-calendar me-2"/>Upcoming ADP Posting Schedule</h5>
                             </div>
                             <div class="card-body" style="background: linear-gradient(180deg, #f8f9fa 0%, #ffffff 100%);">
                                 <div class="row align-items-center">
                                     <div class="col-md-4 text-center mb-3 mb-md-0">
-                                        <div class="rounded-3 p-4" style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);">
+                                        <div class="rounded-3 p-4" t-attf-style="background: {{fc_gradient}};">
                                             <small class="d-block" style="color: rgba(255,255,255,0.8);">Next ADP Posting</small>
                                             <h2 class="mb-1 text-white"><t t-out="next_posting_display"/></h2>
                                             <small style="color: rgba(255,255,255,0.8);"><t t-out="next_posting_weekday"/></small>

fusion_claims/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Claims',
-    'version': '19.0.5.0.0',
+    'version': '19.0.6.0.0',
     'category': 'Sales',
     'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
     'description': """
@@ -77,13 +77,17 @@
         'sale',
         'sale_management',
         'sale_margin',
+        'purchase',
         'account',
         'sales_team',
         'stock',
         'calendar',
         'ai',
-        'fusion_faxes',
+        'fusion_ringcentral',
     ],
+    'external_dependencies': {
+        'python': ['pdf2image', 'PIL'],
+    },
     'data': [
         'security/security.xml',
         'security/ir.model.access.csv',
@@ -123,20 +127,27 @@
         'wizard/odsp_submit_to_odsp_wizard_views.xml',
         'wizard/odsp_pre_approved_wizard_views.xml',
         'wizard/odsp_ready_delivery_wizard_views.xml',
+        'wizard/ltc_repair_create_so_wizard_views.xml',
         'views/res_partner_views.xml',
         'views/pdf_template_inherit_views.xml',
         'views/dashboard_views.xml',
         'views/client_profile_views.xml',
         'wizard/xml_import_wizard_views.xml',
+        'views/ltc_facility_views.xml',
+        'views/ltc_repair_views.xml',
+        'views/ltc_cleanup_views.xml',
+        'views/ltc_form_submission_views.xml',
         'views/adp_claims_views.xml',
         'views/submission_history_views.xml',
         'views/fusion_loaner_views.xml',
         'views/technician_task_views.xml',
+        'views/task_sync_views.xml',
         'views/technician_location_views.xml',
         'report/report_actions.xml',
         'report/report_templates.xml',
         'report/sale_report_portrait.xml',
         'report/sale_report_landscape.xml',
+        'report/sale_report_ltc_repair.xml',
         'report/invoice_report_portrait.xml',
         'report/invoice_report_landscape.xml',
         'report/report_proof_of_delivery.xml',
@@ -147,6 +158,9 @@
         'report/report_accessibility_contract.xml',
         'report/report_mod_quotation.xml',
         'report/report_mod_invoice.xml',
+        'data/ltc_data.xml',
+        'report/report_ltc_nursing_station.xml',
+        'data/ltc_report_data.xml',
         'data/mail_template_data.xml',
         'data/ai_agent_data.xml',
     ],

fusion_claims/data/ir_config_parameter_data.xml

@@ -147,5 +147,17 @@
             <field name="value">1-888-222-5099</field>
         </record>
 
+        <!-- Cross-instance task sync: unique ID for this Odoo instance -->
+        <record id="config_sync_instance_id" model="ir.config_parameter">
+            <field name="key">fusion_claims.sync_instance_id</field>
+            <field name="value"></field>
+        </record>
+
+        <!-- LTC Portal Form Password -->
+        <record id="config_ltc_form_password" model="ir.config_parameter">
+            <field name="key">fusion_claims.ltc_form_password</field>
+            <field name="value"></field>
+        </record>
+
     </data>
 </odoo>

fusion_claims/data/ir_cron_data.xml

@@ -156,5 +156,28 @@
             <field name="interval_type">minutes</field>
             <field name="active">True</field>
         </record>
+
+        <!-- Cron Job: Pull Remote Technician Tasks (cross-instance sync) -->
+        <record id="ir_cron_task_sync_pull" model="ir.cron">
+            <field name="name">Fusion Claims: Sync Remote Tasks (Pull)</field>
+            <field name="model_id" ref="model_fusion_task_sync_config"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_pull_remote_tasks()</field>
+            <field name="interval_number">5</field>
+            <field name="interval_type">minutes</field>
+            <field name="active">True</field>
+        </record>
+
+        <!-- Cron Job: Cleanup Old Shadow Tasks (30+ days) -->
+        <record id="ir_cron_task_sync_cleanup" model="ir.cron">
+            <field name="name">Fusion Claims: Cleanup Old Shadow Tasks</field>
+            <field name="model_id" ref="model_fusion_task_sync_config"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_cleanup_old_shadows()</field>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="active">True</field>
+            <field name="nextcall" eval="DateTime.now().replace(hour=3, minute=0, second=0)"/>
+        </record>
     </data>
 </odoo>

fusion_claims/data/ltc_data.xml

@@ -0,0 +1,103 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <!-- ================================================================== -->
+        <!-- SEQUENCES                                                           -->
+        <!-- ================================================================== -->
+        <record id="seq_ltc_facility" model="ir.sequence">
+            <field name="name">LTC Facility</field>
+            <field name="code">fusion.ltc.facility</field>
+            <field name="prefix">LTC-</field>
+            <field name="padding">4</field>
+            <field name="company_id" eval="False"/>
+        </record>
+
+        <record id="seq_ltc_repair" model="ir.sequence">
+            <field name="name">LTC Repair</field>
+            <field name="code">fusion.ltc.repair</field>
+            <field name="prefix">LTC-RPR-</field>
+            <field name="padding">5</field>
+            <field name="company_id" eval="False"/>
+        </record>
+
+        <record id="seq_ltc_cleanup" model="ir.sequence">
+            <field name="name">LTC Cleanup</field>
+            <field name="code">fusion.ltc.cleanup</field>
+            <field name="prefix">LTC-CLN-</field>
+            <field name="padding">5</field>
+            <field name="company_id" eval="False"/>
+        </record>
+
+        <!-- ================================================================== -->
+        <!-- DEFAULT LTC REPAIR SERVICE PRODUCT                                  -->
+        <!-- ================================================================== -->
+        <record id="product_ltc_repair_service" model="product.template">
+            <field name="name">REPAIRS AT LTC HOME</field>
+            <field name="default_code">LTC-REPAIR</field>
+            <field name="type">service</field>
+            <field name="list_price">0.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <!-- ================================================================== -->
+        <!-- DEFAULT REPAIR STAGES                                               -->
+        <!-- ================================================================== -->
+        <record id="ltc_repair_stage_new" model="fusion.ltc.repair.stage">
+            <field name="name">New</field>
+            <field name="sequence">1</field>
+            <field name="fold">False</field>
+            <field name="description">Newly submitted repair requests awaiting review.</field>
+        </record>
+
+        <record id="ltc_repair_stage_in_review" model="fusion.ltc.repair.stage">
+            <field name="name">In Review</field>
+            <field name="sequence">2</field>
+            <field name="fold">False</field>
+            <field name="description">Under review by office staff before assignment.</field>
+        </record>
+
+        <record id="ltc_repair_stage_in_progress" model="fusion.ltc.repair.stage">
+            <field name="name">In Progress</field>
+            <field name="sequence">3</field>
+            <field name="fold">False</field>
+            <field name="description">Technician has been assigned and repair is underway.</field>
+        </record>
+
+        <record id="ltc_repair_stage_completed" model="fusion.ltc.repair.stage">
+            <field name="name">Completed</field>
+            <field name="sequence">4</field>
+            <field name="fold">True</field>
+            <field name="description">Repair has been completed by the technician.</field>
+        </record>
+
+        <record id="ltc_repair_stage_invoiced" model="fusion.ltc.repair.stage">
+            <field name="name">Invoiced</field>
+            <field name="sequence">5</field>
+            <field name="fold">True</field>
+            <field name="description">Sale order created and invoiced for this repair.</field>
+        </record>
+
+        <record id="ltc_repair_stage_declined" model="fusion.ltc.repair.stage">
+            <field name="name">Declined/No Response</field>
+            <field name="sequence">6</field>
+            <field name="fold">True</field>
+            <field name="description">Repair was declined or no response was received.</field>
+        </record>
+
+        <!-- ================================================================== -->
+        <!-- CRON: Cleanup scheduling                                            -->
+        <!-- ================================================================== -->
+        <record id="ir_cron_ltc_cleanup_schedule" model="ir.cron">
+            <field name="name">LTC: Auto-Schedule Cleanups</field>
+            <field name="model_id" ref="model_fusion_ltc_cleanup"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_schedule_cleanups()</field>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="active">True</field>
+        </record>
+
+    </data>
+</odoo>

fusion_claims/data/ltc_report_data.xml

@@ -0,0 +1,42 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Landscape paper format for nursing station report -->
+    <record id="paperformat_ltc_nursing_station" model="report.paperformat">
+        <field name="name">LTC Nursing Station (Landscape)</field>
+        <field name="default">False</field>
+        <field name="format">Letter</field>
+        <field name="orientation">Landscape</field>
+        <field name="margin_top">20</field>
+        <field name="margin_bottom">15</field>
+        <field name="margin_left">10</field>
+        <field name="margin_right">10</field>
+        <field name="header_line">False</field>
+        <field name="header_spacing">10</field>
+        <field name="dpi">90</field>
+    </record>
+
+    <!-- Nursing Station Report action -->
+    <record id="action_report_ltc_nursing_station" model="ir.actions.report">
+        <field name="name">Nursing Station Repair Log</field>
+        <field name="model">fusion.ltc.facility</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="report_name">fusion_claims.report_ltc_nursing_station_document</field>
+        <field name="report_file">fusion_claims.report_ltc_nursing_station_document</field>
+        <field name="binding_model_id" ref="model_fusion_ltc_facility"/>
+        <field name="binding_type">report</field>
+        <field name="paperformat_id" ref="paperformat_ltc_nursing_station"/>
+    </record>
+
+    <!-- Repair Summary Report action -->
+    <record id="action_report_ltc_repairs_summary" model="ir.actions.report">
+        <field name="name">Repair Summary</field>
+        <field name="model">fusion.ltc.facility</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="report_name">fusion_claims.report_ltc_repairs_summary_document</field>
+        <field name="report_file">fusion_claims.report_ltc_repairs_summary_document</field>
+        <field name="binding_model_id" ref="model_fusion_ltc_facility"/>
+        <field name="binding_type">report</field>
+    </record>
+
+</odoo>

fusion_claims/data/mail_template_data.xml

@@ -49,19 +49,9 @@
         <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
             <p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;">Please review the attached quotation. If you have any questions or need assistance, do not hesitate to contact us.</p>
         </div>
-        <p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">
+        <t t-if="not is_html_empty(object.user_id.signature)" data-o-mail-quote-container="1">
-            Best regards,<br/>
+            <div data-o-mail-quote="1">--<br data-o-mail-quote="1"/><t t-out="object.user_id.signature or ''" data-o-mail-quote="1"/></div>
-            <strong><t t-out="object.user_id.name or object.company_id.name"/></strong><br/>
+        </t>
-            <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;line-height:1.5;margin:0;">
-            <t t-out="object.company_id.name"/>
-            <t t-if="object.company_id.phone"> · <t t-out="object.company_id.phone"/></t>
-            <t t-if="object.company_id.email"> · <t t-out="object.company_id.email"/></t><br/>
-            This is an automated notification from the ADP Claims Management System.
-        </p>
     </div>
 </div>
             </field>
@@ -109,19 +99,9 @@
         <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;">Your order is being processed. We will keep you updated on the delivery status and any updates from the Assistive Devices Program.</p>
         </div>
-        <p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">
+        <t t-if="not is_html_empty(object.user_id.signature)" data-o-mail-quote-container="1">
-            Best regards,<br/>
+            <div data-o-mail-quote="1">--<br data-o-mail-quote="1"/><t t-out="object.user_id.signature or ''" data-o-mail-quote="1"/></div>
-            <strong><t t-out="object.user_id.name or object.company_id.name"/></strong><br/>
+        </t>
-            <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;line-height:1.5;margin:0;">
-            <t t-out="object.company_id.name"/>
-            <t t-if="object.company_id.phone"> · <t t-out="object.company_id.phone"/></t>
-            <t t-if="object.company_id.email"> · <t t-out="object.company_id.email"/></t><br/>
-            This is an automated notification from the ADP Claims Management System.
-        </p>
     </div>
 </div>
             </field>
@@ -178,19 +158,10 @@
                 <p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;">Please review the attached invoice and process payment at your earliest convenience. Contact us if you have any questions.</p>
             </div>
         </t>
-        <p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">
+        <t t-set="sig" t-value="object.invoice_user_id.signature or object.user_id.signature"/>
-            Best regards,<br/>
+        <t t-if="not is_html_empty(sig)" data-o-mail-quote-container="1">
-            <strong><t t-out="object.invoice_user_id.name or object.company_id.name"/></strong><br/>
+            <div data-o-mail-quote="1">--<br data-o-mail-quote="1"/><t t-out="sig or ''" data-o-mail-quote="1"/></div>
-            <span style="color:#718096;"><t t-out="object.company_id.name"/></span>
+        </t>
-        </p>
-    </div>
-    <div style="padding:16px 28px;text-align:center;">
-        <p style="color:#a0aec0;font-size:11px;line-height:1.5;margin:0;">
-            <t t-out="object.company_id.name"/>
-            <t t-if="object.company_id.phone"> · <t t-out="object.company_id.phone"/></t>
-            <t t-if="object.company_id.email"> · <t t-out="object.company_id.email"/></t><br/>
-            This is an automated notification from the ADP Claims Management System.
-        </p>
     </div>
 </div>
             </field>

fusion_claims/data/pdf_template_data.xml

@@ -1,18 +1,7 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
-    <data noupdate="1">
+    <!-- ODSP SA Mobility signing template is created via the UI or odoo shell.
-        <record id="sa_sig_template_default" model="fusion.sa.signature.template">
+         It lives in fusion.pdf.template (category=odsp) with 3 fields:
-            <field name="name">SA Mobility Standard</field>
+           sa_client_name (text), sa_sign_date (date), sa_signature (signature)
-            <field name="notes">Default signature positions for SA Mobility approval forms from ODSP.</field>
+         Managed via Configuration > PDF Templates using the drag-and-drop editor. -->
-            <field name="sa_default_sig_page">2</field>
-            <field name="sa_sig_name_x">105</field>
-            <field name="sa_sig_name_y">97</field>
-            <field name="sa_sig_date_x">430</field>
-            <field name="sa_sig_date_y">97</field>
-            <field name="sa_sig_x">72</field>
-            <field name="sa_sig_y">72</field>
-            <field name="sa_sig_w">190</field>
-            <field name="sa_sig_h">25</field>
-        </record>
-    </data>
 </odoo>

fusion_claims/fusion_claims/LICENSE

@@ -1,30 +0,0 @@
-Odoo Proprietary License v1.0
-
-This software and associated files (the "Software") may only be used (executed,
-modified, executed after modifications) if you have purchased a valid license
-from the authors, typically via Odoo Apps, or if you have received a written
-agreement from the authors of the Software.
-
-You may develop Odoo modules that use the Software as a library (typically
-by depending on it, importing it and using its resources), but without copying
-any source code or material from the Software. You may distribute those
-modules under the license of your choice, provided that this license is
-compatible with the terms of the Odoo Proprietary License (For example:
-LGPL, MIT, or proprietary licenses similar to this one).
-
-It is forbidden to publish, distribute, sublicense, or sell copies of the Software
-or modified copies of the Software.
-
-The above copyright notice and this permission notice must be included in all
-copies or substantial portions of the Software.
-
-THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
-IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
-FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
-IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
-DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
-ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
-DEALINGS IN THE SOFTWARE.
-
-Copyright 2024-2025 Nexa Systems Inc.
-

fusion_claims/fusion_claims/README.md

@@ -1,199 +0,0 @@
-# Fusion Central
-
-**Complete ADP Billing Solution for Odoo 19**
-
-Part of the Fusion Claim Assistant product family by Nexa Systems Inc.
-
-## Overview
-
-Fusion Central is a comprehensive solution for managing ADP (Assistive Devices Program) billing in Odoo. It provides automatic calculation of ADP and client portions, professional PDF reports, and seamless integration with your existing workflow.
-
-## Features
-
-### Automatic Portion Calculations
-- **Per-line calculations** on sale orders and invoices
-- **Client type based rules:**
-  - REG: 75% ADP / 25% Client
-  - ODS, OWP, ACS, LTC, SEN, CCA: 100% ADP / 0% Client
-- Automatic recalculation on quantity or price changes
-- Totals displayed on document headers
-
-### Professional PDF Reports
-- **Portrait and Landscape** orientations available
-- Quotation, Sale Order, and Invoice reports
-- Uses Odoo's default company header/footer via `web.external_layout`
-- Includes:
-  - Company logo and address (from company settings)
-  - Billing and delivery address boxes with borders
-  - ADP device codes from products (`x_adp_code`)
-  - Per-line ADP and client portions with color coding
-  - Serial number column
-  - Authorizer and sales rep information
-  - Payment terms
-  - Signature section (if signed)
-
-### Report Templates
-
-| Report | Template ID | Model | Description |
-|--------|-------------|-------|-------------|
-| Quotation/Order (Portrait) | `fusion_claims.report_saleorder_portrait` | sale.order | Standard portrait layout |
-| Quotation/Order (Landscape - ADP) | `fusion_claims.report_saleorder_landscape` | sale.order | Landscape with full ADP columns |
-| Invoice (Portrait) | `fusion_claims.report_invoice_portrait` | account.move | Standard portrait layout |
-| Invoice (Landscape) | `fusion_claims.report_invoice_landscape` | account.move | Landscape with full ADP columns |
-
-### Report Styling
-
-All reports follow a consistent style:
-- **Font**: Arial, 10-12pt depending on section
-- **Headers**: Blue background (#0066a1) with white text
-- **ADP Portion Column**: Blue header (#1976d2), light blue rows (#e3f2fd)
-- **Client Portion Column**: Orange header (#e65100), light orange rows (#fff3e0)
-- **Bordered Tables**: All tables have 1px solid black borders
-- **Totals**: Right-aligned with proper borders
-
-### Configurable Settings
-- Field mappings for existing Odoo Studio fields
-- One-click field creation for new installations
-- HTML editors for payment terms and refund policy
-- Store address configuration
-- Field mapping configuration
-
-### ADP Claim Export
-- Export invoices to comma-separated TXT format
-- Compatible with ADP submission systems
-- Automatic file naming with submission numbers
-- Optional Documents app integration
-
-## Installation
-
-1. Copy the `fusion_claims` folder to your Odoo addons directory
-2. Update the apps list in Odoo
-3. Install "Fusion Central" from the Apps menu
-
-## Configuration
-
-### Quick Setup (Settings → Sales → Fusion Central)
-
-1. **Create Fields:**
-   - Click "Create Sale Order Fields"
-   - Click "Create Invoice Fields"
-   - Click "Create Product Fields"
-
-2. **Or Detect Existing Fields:**
-   - Click "Detect Existing Fields" if you have existing custom fields
-
-3. **Configure Company Info:**
-   - Store Address Line 1 & 2
-   - Company Tagline
-   - E-Transfer Email
-   - Cheque Payable To
-
-4. **Add Payment Terms:**
-   - Use the HTML editor to format your payment terms
-
-5. **Add Refund Policy:**
-   - Enable "Include Refund Policy Page"
-   - Paste your refund policy HTML
-
-### Field Mappings
-
-The module uses the following fields:
-
-#### Sale Order Fields
-| Field | Technical Name | Description |
-|-------|---------------|-------------|
-| Sale Type | x_fc_sale_type | ADP, ADP/ODSP, REG, etc. |
-| Client Type | x_fc_client_type | REG, ODS, OWP, ACS, LTC, SEN, CCA |
-| Authorizer | x_fc_authorizer_id | Many2one to res.partner |
-| Claim Number | x_fc_claim_number | ADP claim reference |
-| Delivery Date | x_fc_adp_delivery_date | Device delivery date |
-| Client Ref 1 | x_fc_client_ref_1 | Client reference 1 |
-| Client Ref 2 | x_fc_client_ref_2 | Client reference 2 |
-| Service Start | x_fc_service_start_date | Service start date |
-| Service End | x_fc_service_end_date | Service end date |
-
-#### Sale Order Line Fields
-| Field | Technical Name | Description |
-|-------|---------------|-------------|
-| Serial Number | x_fc_serial_number | Device serial number |
-| ADP Portion | x_fc_adp_portion | Calculated ADP amount |
-| Client Portion | x_fc_client_portion | Calculated client amount |
-| Device Placement | x_fc_device_placement | L/R/N/A placement |
-
-#### Invoice Fields
-| Field | Technical Name | Description |
-|-------|---------------|-------------|
-| Invoice Type | x_fc_invoice_type | ADP, ADP Client Portion, ODSP, WSIB, etc. |
-| Claim Number | x_fc_claim_number | ADP claim reference |
-| Authorizer | x_fc_authorizer_id | Many2one to res.partner |
-| Delivery Date | x_fc_adp_delivery_date | Device delivery date |
-
-#### Product Fields
-| Field | Technical Name | Description |
-|-------|---------------|-------------|
-| ADP Code | x_adp_code | ADP device code for billing |
-
-## Usage
-
-### Sale Orders
-1. Create a sale order
-2. Set Sale Type to "ADP" or "ADP/ODSP"
-3. Set Client Type (REG, ODS, etc.)
-4. Add products - ADP and Client portions calculate automatically
-5. Print using Portrait or Landscape report
-
-### Invoices
-1. Create invoice (or generate from sale order)
-2. Set Invoice Type to "ADP" or "ADP/ODSP"
-3. Portions display automatically
-4. Use "Export ADP" button to generate claim file
-5. Print using Portrait or Landscape report
-
-## Odoo 19 Compatibility Notes
-
-This module has been updated for Odoo 19 with the following changes:
-
-1. **QWeb Templates**: 
-   - Removed `hasattr` calls (not supported in Odoo 19 QWeb)
-   - Changed `product_uom` to `product_uom_id`
-   - Changed `tax_id` to `tax_ids`
-   - Use `t-else=""` instead of checking for `display_type == False`
-
-2. **Report Templates**:
-   - Use only `web.external_layout` for headers/footers
-   - Removed duplicate header/footer template calls
-   - Added explicit CSS borders (Bootstrap border classes don't render in PDF)
-
-3. **Field Names**:
-   - All fields use the `x_fc_*` naming convention
-
-## Requirements
-
-- Odoo 19.0
-- Dependencies: base, sale, sale_management, account
-
-## Changelog
-
-### Version 19.0.1.0.0 (December 2025)
-- Updated for Odoo 19 compatibility
-- Rewrote all report templates with consistent styling
-- Fixed QWeb template issues (hasattr, field names)
-- Added explicit CSS borders for PDF rendering
-- Improved authorizer field display (Many2one handling)
-- Removed duplicate header/footer calls
-- Standardized all field mappings to x_fc_* fields
-
-### Version 18.0.1.0.0
-- Initial release for Odoo 18
-
-## Support
-
-**Developer:** Nexa Systems Inc.
-**Website:** https://www.nexasystems.ca
-**Email:** support@nexasystems.ca
-
-## License
-
-Odoo Proprietary License v1.0 (OPL-1)
-
-Copyright © 2024-2025 Nexa Systems Inc. All rights reserved.

fusion_claims/fusion_claims/__init__.py

@@ -1,15 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2025 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Claim Assistant product family.
-
-from . import models
-from . import wizard
-
-
-def _load_adp_device_codes(env):
-    """
-    Post-init hook to load ADP Mobility Manual device codes.
-    Called on module install AND upgrade.
-    """
-    env['fusion.adp.device.code']._load_packaged_device_codes()

fusion_claims/fusion_claims/__manifest__.py

@@ -1,180 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2025 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Claim Assistant product family.
-
-{
-    'name': 'Fusion Claims',
-    'version': '19.0.5.0.0',
-    'category': 'Sales',
-    'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
-    'description': """
-        Fusion Claims
-        =============
-        
-        Part of the Fusion Claim Assistant product family by Nexa Systems Inc.
-        
-        Fusion Claims is a comprehensive standalone application for managing ADP (Assistive Devices Program)
-        claims in Odoo. It provides its own sales management views, dashboard, claim workflow management,
-        automatic calculation of ADP and client portions, and professional PDF reports.
-        
-        Key Features:
-        -------------
-        • Standalone application with its own menu and views
-        • Dashboard for claims overview and KPIs
-        • Integrated sales management (custom views separate from standard Sales app)
-        • Complete ADP claim workflow (Quotation → Ready for Submission → Application Submitted → 
-          Application Approved → Ready to Bill → Billed to ADP → Case Closed)
-        • Automatic ADP/Client portion calculations with deductions (PCT/AMT)
-        • Support for multiple client types (REG=75%/25%, ODS/OWP/ACS=100%/0%)
-        • Split invoicing (Client Invoice + ADP Invoice)
-        • ADP Device Codes reference from Mobility Manual (JSON/CSV import)
-        • Device Approval Verification wizard - confirm which devices were approved by ADP
-        • Approval status tracking on order lines and invoices with visual indicators
-        • Professional PDF reports in Portrait and Landscape orientations
-        • ADP claim export to TXT format for billing
-        • Kanban board for ADP claim status tracking
-        • Field mapping for existing Odoo Studio fields
-        • Data persistence - fields survive module uninstall
-        
-        Sales Management:
-        -----------------
-        • Custom quotation and order views with ADP fields
-        • ADP portion and client portion columns
-        • Serial number tracking per line item
-        • Device placement (Left/Right/N/A)
-        • Client type selection and automatic calculations
-        
-        Claim Fields:
-        -------------
-        • Claim Number, Client Reference 1 & 2
-        • ADP Delivery Date, Service Start/End Dates
-        • Authorizer tracking
-        • Deduction Type (Percentage or Amount)
-        
-        Report Features:
-        ----------------
-        • Company logo and multi-store addresses
-        • Billing and delivery address boxes
-        • Authorizer and sales rep information
-        • Per-line ADP portion, client portion, taxes, and totals
-        • ADP device codes from products
-        • Serial numbers section
-        • Customizable payment terms
-        • Optional refund policy page
-        
-        Copyright © 2024-2025 Nexa Systems Inc. All rights reserved.
-    """,
-    'author': 'Nexa Systems Inc.',
-    'website': 'https://www.nexasystems.ca',
-    'maintainer': 'Nexa Systems Inc.',
-    'support': 'support@nexasystems.ca',
-    'license': 'OPL-1',
-    'price': 0.00,
-    'currency': 'CAD',
-    'depends': [
-        'base',
-        'sale',
-        'sale_management',
-        'sale_margin',
-        'account',
-        'sales_team',
-        'stock',
-        'calendar',
-        'ai',
-        'fusion_ringcentral',
-    ],
-    'external_dependencies': {
-        'python': ['pdf2image', 'PIL'],
-    },
-    'data': [
-        'security/security.xml',
-        'security/ir.model.access.csv',
-        'data/ir_config_parameter_data.xml',
-        'data/pdf_template_data.xml',
-        'data/mail_activity_type_data.xml',
-        'data/ir_cron_data.xml',
-        'data/ir_actions_server_data.xml',
-        'data/stock_location_data.xml',
-        'data/product_labor_data.xml',
-        'wizard/status_change_reason_wizard_views.xml',
-        'views/res_company_views.xml',
-        'views/res_config_settings_views.xml',
-        'views/sale_order_views.xml',
-        'views/account_move_views.xml',
-        'views/account_journal_views.xml',
-        'wizard/adp_export_wizard_views.xml',
-        'wizard/device_import_wizard_views.xml',
-        'wizard/device_approval_wizard_views.xml',
-        'wizard/submission_verification_wizard_views.xml',
-        
-        'wizard/account_payment_register_views.xml',
-        'wizard/case_close_verification_wizard_views.xml',
-        'wizard/schedule_assessment_wizard_views.xml',
-        'wizard/assessment_completed_wizard_views.xml',
-        'wizard/application_received_wizard_views.xml',
-        'wizard/ready_for_submission_wizard_views.xml',
-        'wizard/ready_to_bill_wizard_views.xml',
-        'wizard/field_mapping_config_wizard_views.xml',
-        'wizard/ready_for_delivery_wizard_views.xml',
-        'wizard/send_to_mod_wizard_views.xml',
-        'wizard/mod_awaiting_funding_wizard_views.xml',
-        'wizard/mod_funding_approved_wizard_views.xml',
-        'wizard/mod_pca_received_wizard_views.xml',
-        'wizard/odsp_sa_mobility_wizard_views.xml',
-        'wizard/odsp_discretionary_wizard_views.xml',
-        'wizard/odsp_submit_to_odsp_wizard_views.xml',
-        'wizard/odsp_pre_approved_wizard_views.xml',
-        'wizard/odsp_ready_delivery_wizard_views.xml',
-        'views/res_partner_views.xml',
-        'views/pdf_template_inherit_views.xml',
-        'views/dashboard_views.xml',
-        'views/client_profile_views.xml',
-        'wizard/xml_import_wizard_views.xml',
-        'views/adp_claims_views.xml',
-        'views/submission_history_views.xml',
-        'views/fusion_loaner_views.xml',
-        'views/technician_task_views.xml',
-        'views/task_sync_views.xml',
-        'views/technician_location_views.xml',
-        'report/report_actions.xml',
-        'report/report_templates.xml',
-        'report/sale_report_portrait.xml',
-        'report/sale_report_landscape.xml',
-        'report/invoice_report_portrait.xml',
-        'report/invoice_report_landscape.xml',
-        'report/report_proof_of_delivery.xml',
-        'report/report_proof_of_delivery_standard.xml',
-        'report/report_proof_of_pickup.xml',
-        'report/report_rental_agreement.xml',
-        'report/report_grab_bar_waiver.xml',
-        'report/report_accessibility_contract.xml',
-        'report/report_mod_quotation.xml',
-        'report/report_mod_invoice.xml',
-        'data/mail_template_data.xml',
-        'data/ai_agent_data.xml',
-    ],
-    'assets': {
-        'web.assets_backend': [
-            'fusion_claims/static/src/scss/fusion_claims.scss',
-            'fusion_claims/static/src/css/fusion_task_map_view.scss',
-            'fusion_claims/static/src/js/chatter_resize.js',
-            'fusion_claims/static/src/js/document_preview.js',
-            'fusion_claims/static/src/js/preview_button_widget.js',
-            'fusion_claims/static/src/js/status_selection_filter.js',
-            'fusion_claims/static/src/js/gallery_preview.js',
-            'fusion_claims/static/src/js/tax_totals_patch.js',
-            'fusion_claims/static/src/js/google_address_autocomplete.js',
-            'fusion_claims/static/src/js/calendar_store_hours.js',
-            'fusion_claims/static/src/js/fusion_task_map_view.js',
-            'fusion_claims/static/src/js/attachment_image_compress.js',
-            'fusion_claims/static/src/xml/document_preview.xml',
-            'fusion_claims/static/src/xml/fusion_task_map_view.xml',
-        ],
-    },
-    'images': ['static/description/icon.png'],
-    'installable': True,
-    'auto_install': False,
-    'application': True,
-    'post_init_hook': '_load_adp_device_codes',
-}

fusion_claims/fusion_claims/data/ai_agent_data.xml

@@ -1,93 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-    <!-- ================================================================= -->
-    <!-- AI TOOLS: Server Actions for Client Data Queries (MUST BE FIRST)  -->
-    <!-- ================================================================= -->
-
-    <!-- Tool 1: Search Client Profiles -->
-    <record id="ai_tool_search_clients" model="ir.actions.server">
-        <field name="name">Fusion: Search Client Profiles</field>
-        <field name="state">code</field>
-        <field name="use_in_ai" eval="True"/>
-        <field name="model_id" ref="ai.model_ai_agent"/>
-        <field name="code">
-ai['result'] = record._fc_tool_search_clients(search_term, city_filter, condition_filter)
-        </field>
-        <field name="ai_tool_description">Search for client profiles in Fusion Claims. Can search by name, health card number, city, or medical condition. Returns matching profiles with basic info and financial summaries.</field>
-        <field name="ai_tool_schema">{"type": "object", "properties": {"search_term": {"type": "string", "description": "Search term to match against name, health card number, or city"}, "city_filter": {"type": "string", "description": "Filter by city name"}, "condition_filter": {"type": "string", "description": "Filter by medical condition (e.g., CVA, diabetes)"}}, "required": []}</field>
-    </record>
-
-    <!-- Tool 2: Get Client Details -->
-    <record id="ai_tool_client_details" model="ir.actions.server">
-        <field name="name">Fusion: Get Client Details</field>
-        <field name="state">code</field>
-        <field name="use_in_ai" eval="True"/>
-        <field name="model_id" ref="ai.model_ai_agent"/>
-        <field name="code">
-ai['result'] = record._fc_tool_client_details(profile_id)
-        </field>
-        <field name="ai_tool_description">Get detailed information about a specific client profile including personal info, medical status, benefits, claims history, and ADP application history. Requires profile_id from a previous search.</field>
-        <field name="ai_tool_schema">{"type": "object", "properties": {"profile_id": {"type": "number", "description": "ID of the client profile to get details for"}}, "required": ["profile_id"]}</field>
-    </record>
-
-    <!-- Tool 3: Get Aggregated Stats -->
-    <record id="ai_tool_client_stats" model="ir.actions.server">
-        <field name="name">Fusion: Get Claims Statistics</field>
-        <field name="state">code</field>
-        <field name="use_in_ai" eval="True"/>
-        <field name="model_id" ref="ai.model_ai_agent"/>
-        <field name="code">
-ai['result'] = record._fc_tool_claims_stats()
-        </field>
-        <field name="ai_tool_description">Get aggregated statistics about Fusion Claims data: total profiles, total orders, breakdown by sale type, breakdown by workflow status, and top cities by client count. No parameters needed.</field>
-        <field name="ai_tool_schema">{"type": "object", "properties": {}, "required": []}</field>
-    </record>
-
-    <!-- ================================================================= -->
-    <!-- AI TOPIC (references tools above)                                 -->
-    <!-- ================================================================= -->
-    <record id="ai_topic_client_intelligence" model="ai.topic">
-        <field name="name">Fusion Claims Client Intelligence</field>
-        <field name="description">Query client profiles, ADP claims, funding history, medical conditions, and device information.</field>
-        <field name="instructions">You help users find information about ADP clients, claims, medical conditions, devices, and funding history. Use the Fusion search/details/stats tools to query data.</field>
-        <field name="tool_ids" eval="[(6, 0, [
-            ref('fusion_claims.ai_tool_search_clients'),
-            ref('fusion_claims.ai_tool_client_details'),
-            ref('fusion_claims.ai_tool_client_stats'),
-        ])]"/>
-    </record>
-
-    <!-- ================================================================= -->
-    <!-- AI AGENT (references topic above)                                 -->
-    <!-- ================================================================= -->
-    <record id="ai_agent_fusion_claims" model="ai.agent">
-        <field name="name">Fusion Claims Intelligence</field>
-        <field name="subtitle">Ask about clients, ADP claims, funding history, medical conditions, and devices.</field>
-        <field name="llm_model">gpt-4.1</field>
-        <field name="response_style">analytical</field>
-        <field name="restrict_to_sources" eval="False"/>
-        <field name="system_prompt">You are Fusion Claims Intelligence, an AI assistant for ADP claims management.
-
-You help staff find information about clients, medical conditions, mobility devices, funding history, and claim status.
-
-Capabilities:
-1. Search client profiles by name, health card number, city, or medical condition
-2. Get detailed client information including claims history and ADP applications
-3. Provide aggregated statistics about claims, funding types, and demographics
-
-Response guidelines:
-- Be concise and data-driven
-- Format monetary values with $ and commas
-- Include key identifiers (name, health card, city) when listing clients
-- Include order number, status, and amounts when discussing claims
-- If asked about a specific client, search first, then get details
-- Always provide the profile ID for record lookup
-
-Key terminology:
-- ADP = Assistive Devices Program (Ontario government)
-- Client Type REG = Regular (75% ADP / 25% Client), ODS/OWP/ACS = 100% ADP
-- Sale Types: ADP, ODSP, WSIB, Insurance, March of Dimes, Muscular Dystrophy, Hardship Funding
-- Sections: 2a = Walkers, 2b = Manual Wheelchairs, 2c = Power Bases/Scooters, 2d = Seating</field>
-        <field name="topic_ids" eval="[(6, 0, [ref('ai_topic_client_intelligence')])]"/>
-    </record>
-</odoo>

fusion_claims/fusion_claims/data/ir_actions_server_data.xml

@@ -1,30 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-    <!-- Server Action: Sync ADP Fields to Invoices -->
-    <!-- This appears in the Action menu on Sale Orders -->
-    <record id="action_sync_adp_fields_server" model="ir.actions.server">
-        <field name="name">Sync to Invoices</field>
-        <field name="model_id" ref="sale.model_sale_order"/>
-        <field name="binding_model_id" ref="sale.model_sale_order"/>
-        <field name="binding_view_types">form,list</field>
-        <field name="state">code</field>
-        <field name="code">
-if records:
-    # Filter to only ADP sales
-    adp_records = records.filtered(lambda r: r.x_fc_is_adp_sale and r.state == 'sale')
-    if adp_records:
-        action = adp_records.action_sync_adp_fields()
-    else:
-        action = {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': 'No ADP Sales',
-                'message': 'Selected orders are not confirmed ADP sales.',
-                'type': 'warning',
-                'sticky': False,
-            }
-        }
-        </field>
-    </record>
-</odoo>