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

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

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

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

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

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

fusion_claims/CLAUDE.md

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

fusion_claims/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Claims',
-    'version': '19.0.9.4.0',
+    'version': '19.0.9.7.0',
     'category': 'Sales',
     'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
     'description': """

fusion_claims/controllers/service_booking.py

@@ -30,6 +30,44 @@ class ServiceBookingController(http.Controller):
                        'lift': labour('labour_lift')},
         }
 
+    @http.route('/fusion_claims/service_booking/search_customers', type='jsonrpc', auth='user')
+    def search_customers(self, query=None, **kw):
+        """Live customer lookup for the booking wizard's 'Existing customer' box.
+        Matches res.partner by name / phone / mobile / email, and also resolves a
+        typed sale-order reference to its customer. Returns up to 8 light dicts."""
+        q = (query or '').strip()
+        if len(q) < 2:
+            return {'results': []}
+        env = request.env
+        Partner = env['res.partner'].sudo()
+        # Build the OR domain only over fields that actually exist on this DB —
+        # res.partner.mobile is NOT present in Odoo 19, so referencing it raises
+        # ValueError and the whole lookup silently returns nothing.
+        has_mobile = 'mobile' in Partner._fields
+        search_fields = [f for f in ('name', 'phone', 'email', 'mobile')
+                         if f in Partner._fields]
+        leaves = [(f, 'ilike', q) for f in search_fields]
+        domain = leaves[:1]
+        for leaf in leaves[1:]:
+            domain = ['|'] + domain + [leaf]
+        partners = Partner.search(domain, limit=8, order='write_date desc')
+        # also resolve an SO number -> its partner (the hint promises "name or SO")
+        if len(q) >= 3 and len(partners) < 8 and 'sale.order' in env:
+            sos = env['sale.order'].sudo().search([('name', 'ilike', q)], limit=5)
+            partners = (partners | sos.mapped('partner_id'))[:8]
+        results = []
+        for p in partners:
+            phone = p.phone or (p.mobile if has_mobile else '') or ''
+            results.append({
+                'id': p.id,
+                'name': p.name or '',
+                'phone': phone,
+                'email': p.email or '',
+                'street': p.street or '',
+                'city': p.city or '',
+            })
+        return {'results': results}
+
     @http.route('/fusion_claims/service_booking/submit', type='jsonrpc', auth='user')
     def submit(self, payload=None, **kw):
         try:

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

@@ -1,5 +1,5 @@
 /** @odoo-module **/
-import { Component, useState, onWillStart } from "@odoo/owl";
+import { Component, useState, onWillStart, onMounted, onPatched, useRef } from "@odoo/owl";
 import { registry } from "@web/core/registry";
 import { rpc } from "@web/core/network/rpc";
 import { useService } from "@web/core/utils/hooks";
@@ -11,10 +11,12 @@ export class ServiceBookingWizard extends Component {
     setup() {
         this.action = useService("action");
         this.notification = useService("notification");
+        this.orm = useService("orm");
+        this.rootRef = useRef("root");
         this.state = useState({
             custMode: "existing",
-            customer: { name: "", phone: "", email: "", street: "", unit: "", buzz: "", city: "" },
-            partnerId: false, soSearch: "",
+            customer: { name: "", phone: "", email: "", street: "", unit: "", buzz: "", city: "", lat: 0, lng: 0 },
+            partnerId: false, soSearch: "", custResults: [], custSearching: false,
             device: "standard", category: "standard", timing: "normal", inShop: false, issue: "",
             date: "", hour: 9, minute: 0, ampm: "AM", durationHr: 1.0, technicianId: false,
             warranty: false, pod: false, emailConfirm: true, googleReview: true,
@@ -31,6 +33,104 @@ export class ServiceBookingWizard extends Component {
                 labour: r.labour || this.state.labour,
             });
         });
+        // Address autocomplete attaches after the DOM exists and re-attaches when
+        // OWL re-renders (e.g. switching to "New client" reveals a second address
+        // input). Fully guarded — a missing Maps key just means manual entry.
+        onMounted(() => { this._initAddrAutocomplete().catch(() => {}); });
+        onPatched(() => { this._initAddrAutocomplete().catch(() => {}); });
+    }
+
+    // ---- live customer search (Existing customer box) ----
+    onCustSearch(ev) {
+        const q = ev.target.value || "";
+        this.state.soSearch = q;
+        this.state.partnerId = false;           // typing again unlinks any picked contact
+        clearTimeout(this._custTimer);
+        const term = q.trim();
+        if (term.length < 2) { this.state.custResults = []; this.state.custSearching = false; return; }
+        this.state.custSearching = true;
+        this._custTimer = setTimeout(async () => {
+            try {
+                const r = await rpc("/fusion_claims/service_booking/search_customers", { query: term });
+                this.state.custResults = r.results || [];
+            } catch (e) {
+                this.state.custResults = [];
+            }
+            this.state.custSearching = false;
+        }, 250);
+    }
+    pickCustomer(c) {
+        this.state.partnerId = c.id;
+        this.state.customer.name = c.name || "";
+        this.state.customer.phone = c.phone || "";
+        this.state.customer.email = c.email || "";
+        this.state.customer.street = c.street || "";
+        this.state.customer.city = c.city || "";
+        this.state.custResults = [];
+        this.state.soSearch = c.name + (c.phone ? ` · ${c.phone}` : "");
+    }
+
+    // ---- Google Places address autocomplete (wizard-local; the FormController
+    //      patch in google_address_autocomplete.js does NOT reach a client action) ----
+    async _getMapsKey() {
+        try {
+            return await this.orm.call("ir.config_parameter", "get_param", ["fusion_claims.google_maps_api_key"]);
+        } catch (e) {
+            return null;
+        }
+    }
+    _loadMaps(key) {
+        if (window.google?.maps?.places) return Promise.resolve();
+        if (window._sbMapsLoading) return window._sbMapsLoading;
+        window._sbMapsLoading = new Promise((resolve, reject) => {
+            window._sbMapsReady = () => resolve();
+            const s = document.createElement("script");
+            s.src = `https://maps.googleapis.com/maps/api/js?key=${encodeURIComponent(key)}&libraries=places&callback=_sbMapsReady`;
+            s.async = true; s.defer = true; s.onerror = reject;
+            document.head.appendChild(s);
+        });
+        return window._sbMapsLoading;
+    }
+    async _initAddrAutocomplete() {
+        const root = this.rootRef.el;
+        if (!root) return;
+        if (!this._addrStarted) {
+            if (!root.querySelector("input.sb-addr-input")) return;   // nothing to bind yet
+            this._addrStarted = true;
+            const key = await this._getMapsKey();
+            if (!key) { this._addrNoKey = true; return; }
+            try { await this._loadMaps(key); } catch (e) { return; }
+        }
+        if (this._addrNoKey || !window.google?.maps?.places) return;
+        // re-query after the await: OWL may have swapped inputs during loading
+        root.querySelectorAll("input.sb-addr-input").forEach((inp) => {
+            if (inp._sbAc) return;
+            inp._sbAc = true;
+            try {
+                const ac = new google.maps.places.Autocomplete(inp, {
+                    componentRestrictions: { country: "ca" },
+                    types: ["address"],
+                    fields: ["address_components", "formatted_address", "geometry"],
+                });
+                ac.addListener("place_changed", () => {
+                    const place = ac.getPlace();
+                    if (!place || !place.address_components) return;
+                    let city = "";
+                    for (const c of place.address_components) {
+                        if (c.types.includes("locality")) city = c.long_name;
+                        else if (c.types.includes("sublocality_level_1") && !city) city = c.long_name;
+                    }
+                    this.state.customer.street = place.formatted_address || inp.value;
+                    if (city) this.state.customer.city = city;
+                    if (place.geometry && place.geometry.location) {
+                        this.state.customer.lat = place.geometry.location.lat();
+                        this.state.customer.lng = place.geometry.location.lng();
+                    }
+                });
+            } catch (e) {
+                inp._sbAc = false;   // allow a later retry if construction failed
+            }
+        });
     }
     get callout() {
         if (this.state.inShop) return null;

fusion_claims/static/src/scss/service_booking.scss

@@ -16,7 +16,10 @@
     color: var(--sb-text);
     font-family: 'Inter', 'Helvetica Neue', Helvetica, Arial, system-ui, sans-serif;
     font-size: 14px;
-    min-height: 100%;
+    // Fill the action area and scroll INTERNALLY. min-height let the root grow
+    // to its content height so the (clipping) action container never scrolled;
+    // height:100% caps it so overflow:auto engages on small screens.
+    height: 100%;
     overflow: auto;
 
     * { box-sizing: border-box; }
@@ -63,18 +66,17 @@
     .step.draft { margin-left: auto; color: var(--sb-money); background: var(--sb-money-soft); }
 
     .body { padding: 20px 24px 6px; }
-    .grid { display: grid; grid-template-columns: 1fr 1fr; gap: 16px; }
-    @media (max-width: 780px) { .grid { grid-template-columns: 1fr; } }
+    .sb-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 16px; }
 
-    .card {
+    .sb-card {
         background: var(--sb-card);
         border: 1px solid var(--sb-border);
         border-radius: 13px;
         padding: 16px 17px;
         box-shadow: 0 1px 3px rgba(16, 24, 40, .08), 0 1px 2px rgba(16, 24, 40, .06);
     }
-    .card.span2 { grid-column: 1 / -1; }
-    .card h3 {
+    .sb-card.span2 { grid-column: 1 / -1; }
+    .sb-card h3 {
         margin: 0 0 13px;
         font-size: 11.5px;
         font-weight: 700;
@@ -85,8 +87,8 @@
         align-items: center;
         gap: 7px;
     }
-    .card h3 .dot { width: 7px; height: 7px; border-radius: 50%; background: linear-gradient(135deg, #5ba848, #2e7aad); }
-    .card h3 .tag {
+    .sb-card h3 .dot { width: 7px; height: 7px; border-radius: 50%; background: linear-gradient(135deg, #5ba848, #2e7aad); }
+    .sb-card h3 .tag {
         margin-left: auto;
         font-size: 10px;
         font-weight: 700;
@@ -98,8 +100,8 @@
     }
 
     label.fl { display: block; font-size: 12px; font-weight: 600; color: var(--sb-muted); margin: 0 0 5px; }
-    .row { margin-bottom: 12px; }
-    .row:last-child { margin-bottom: 0; }
+    .sb-row { margin-bottom: 12px; }
+    .sb-row:last-child { margin-bottom: 0; }
     .two { display: grid; grid-template-columns: 1fr 1fr; gap: 11px; }
     .three { display: grid; grid-template-columns: 1fr 1fr 1fr; gap: 9px; }
 
@@ -109,8 +111,11 @@
         color: var(--sb-text);
         border: 1px solid var(--sb-field-border);
         border-radius: 9px;
-        padding: 9px 11px;
+        // !important so Odoo's backend input normalisation can't strip the
+        // field padding inside a client action.
+        padding: 10px 12px !important;
         font-size: 13.5px;
+        line-height: 1.4;
         font-family: inherit;
         outline: none;
         transition: border .15s, box-shadow .15s;
@@ -125,6 +130,28 @@
     .with-icon { position: relative; }
     .with-icon .pin { position: absolute; right: 10px; top: 50%; transform: translateY(-50%); color: #5ba848; font-size: 16px; }
 
+    // live customer-search results dropdown
+    .sb-cust-search { position: relative; }
+    .sb-cust-results {
+        position: absolute;
+        left: 0; right: 0; top: 100%;
+        margin-top: 4px;
+        z-index: 30;
+        background: var(--sb-card);
+        border: 1px solid var(--sb-border);
+        border-radius: 9px;
+        box-shadow: 0 8px 24px rgba(16, 24, 40, .16);
+        max-height: 260px;
+        overflow-y: auto;
+    }
+    .sb-cust-loading { padding: 10px 12px; font-size: 12.5px; color: var(--sb-faint); }
+    .sb-cust-item { padding: 9px 12px; cursor: pointer; border-bottom: 1px solid var(--sb-border); }
+    .sb-cust-item:last-child { border-bottom: none; }
+    .sb-cust-item:hover { background: var(--sb-chip); }
+    .sb-cust-name { font-size: 13.5px; font-weight: 600; color: var(--sb-text); }
+    .sb-cust-meta { font-size: 11.5px; color: var(--sb-faint); margin-top: 1px; }
+    .sb-cust-linked { color: var(--sb-ok); font-weight: 600; }
+
     .seg {
         display: inline-flex;
         background: var(--sb-chip);
@@ -262,7 +289,7 @@
     }
     .foot .spacer { margin-right: auto; font-size: 12px; color: var(--sb-faint); }
 
-    .btn {
+    .sb-btn {
         border: none;
         border-radius: 10px;
         padding: 11px 18px;
@@ -271,13 +298,32 @@
         cursor: pointer;
         font-family: inherit;
     }
-    .btn.ghost { background: transparent; color: var(--sb-muted); border: 1px solid var(--sb-border); }
-    .btn.primary {
+    .sb-btn.ghost { background: transparent; color: var(--sb-muted); border: 1px solid var(--sb-border); }
+    .sb-btn.primary {
         color: #fff;
         background: linear-gradient(135deg, #5ba848, #2e7aad);
         box-shadow: 0 3px 10px color-mix(in srgb, #2e7aad 40%, transparent);
     }
-    .btn[disabled] { opacity: .6; cursor: not-allowed; }
+    .sb-btn[disabled] { opacity: .6; cursor: not-allowed; }
 
     .hide { display: none !important; }
+
+    // Responsive overrides — MUST come AFTER the base layout rules above. These
+    // selectors (.two/.three/.timepick/.sb-grid/.foot/…) have the same specificity
+    // as their base rules, so the cascade only lets the media query win when it is
+    // emitted later in the source. Previously this block sat right after .sb-grid
+    // (BEFORE the base .two/.three/.timepick rules), so the later base rules
+    // overrode it and the inner field-grids never collapsed to one column on a
+    // phone — fields crammed side-by-side. Keep these last.
+    @media (max-width: 780px) {
+        .sb-grid { grid-template-columns: 1fr; }
+    }
+    @media (max-width: 560px) {
+        .wrap { margin: 12px auto; padding: 0 10px; }
+        .body { padding: 14px 16px 4px; }
+        .topbar { padding: 14px 16px; }
+        .foot { padding: 14px 16px; flex-wrap: wrap; }
+        .two, .three { grid-template-columns: 1fr; }
+        .timepick { flex-wrap: wrap; }
+    }
 }

fusion_claims/static/src/xml/service_booking.xml

@@ -2,7 +2,7 @@
 <templates xml:space="preserve">
 
     <t t-name="fusion_claims.ServiceBookingWizard" owl="1">
-        <div class="o_service_booking">
+        <div class="o_service_booking" t-ref="root">
             <div class="wrap">
                 <div class="dialog">
                     <div class="topbar">
@@ -20,11 +20,11 @@
                     </div>
 
                     <div class="body">
-                        <div class="grid">
+                        <div class="sb-grid">
                             <!-- CUSTOMER -->
-                            <div class="card">
+                            <div class="sb-card">
                                 <h3><span class="dot"></span>Customer</h3>
-                                <div class="row">
+                                <div class="sb-row">
                                     <div class="seg full">
                                         <button t-att-class="{ on: state.custMode === 'existing' }"
                                                 t-on-click="() => this.setCust('existing')">Existing customer</button>
@@ -33,22 +33,34 @@
                                     </div>
                                 </div>
                                 <div t-if="state.custMode === 'existing'">
-                                    <div class="row">
+                                    <div class="sb-row sb-cust-search">
                                         <label class="fl">Search by phone, name or SO</label>
-                                        <input class="f" t-model="state.soSearch" placeholder="e.g. (416) 555-0142 …"/>
-                                        <div class="hint">Inbound call? Type the phone number — we match the contact &amp; their history.</div>
+                                        <input class="f" t-att-value="state.soSearch" t-on-input="onCustSearch"
+                                               placeholder="e.g. (416) 555-0142 …" autocomplete="off"/>
+                                        <div class="hint" t-if="!state.partnerId">Inbound call? Type the phone number — we match the contact &amp; their history.</div>
+                                        <div class="hint sb-cust-linked" t-if="state.partnerId">✓ Linked to existing contact — booking will use it.</div>
+                                        <div class="sb-cust-results" t-if="state.custSearching or state.custResults.length">
+                                            <div class="sb-cust-loading" t-if="state.custSearching">Searching…</div>
+                                            <t t-else="">
+                                                <div class="sb-cust-item" t-foreach="state.custResults" t-as="c" t-key="c.id"
+                                                     t-on-click="() => this.pickCustomer(c)">
+                                                    <div class="sb-cust-name"><t t-esc="c.name"/></div>
+                                                    <div class="sb-cust-meta"><t t-esc="c.phone"/><t t-if="c.phone and c.city"> · </t><t t-esc="c.city"/></div>
+                                                </div>
+                                            </t>
+                                        </div>
                                     </div>
                                 </div>
                                 <div t-if="state.custMode === 'new'">
-                                    <div class="row two">
+                                    <div class="sb-row two">
                                         <div><label class="fl">Client name *</label><input class="f" t-model="state.customer.name" placeholder="Full name"/></div>
                                         <div><label class="fl">Phone *</label><input class="f" t-model="state.customer.phone" placeholder="(416) 555-…"/></div>
                                     </div>
-                                    <div class="row"><label class="fl">Email</label><input class="f" type="email" t-model="state.customer.email" placeholder="client@email.com"/></div>
-                                    <div class="row"><label class="fl">Address</label>
-                                        <div class="with-icon"><input class="f" t-model="state.customer.street" placeholder="Start typing an address…"/><span class="pin">📍</span></div>
+                                    <div class="sb-row"><label class="fl">Email</label><input class="f" type="email" t-model="state.customer.email" placeholder="client@email.com"/></div>
+                                    <div class="sb-row"><label class="fl">Address</label>
+                                        <div class="with-icon"><input class="f sb-addr-input" t-model="state.customer.street" placeholder="Start typing an address…"/><span class="pin">📍</span></div>
                                     </div>
-                                    <div class="row three">
+                                    <div class="sb-row three">
                                         <div><label class="fl">Unit</label><input class="f" t-model="state.customer.unit" placeholder="#"/></div>
                                         <div><label class="fl">Buzz</label><input class="f" t-model="state.customer.buzz" placeholder="—"/></div>
                                         <div><label class="fl">City</label><input class="f" t-model="state.customer.city" placeholder="City"/></div>
@@ -58,9 +70,9 @@
                             </div>
 
                             <!-- SERVICE & PRICING -->
-                            <div class="card">
+                            <div class="sb-card">
                                 <h3><span class="dot"></span>Service &amp; Pricing<span class="tag">$ REVENUE</span></h3>
-                                <div class="row two">
+                                <div class="sb-row two">
                                     <div>
                                         <label class="fl">Device being serviced</label>
                                         <select class="f" t-on-change="onDevice">
@@ -79,7 +91,7 @@
                                         <input class="f" t-model="state.issue" placeholder="e.g. won't power on"/>
                                     </div>
                                 </div>
-                                <div class="row" t-if="!state.inShop">
+                                <div class="sb-row" t-if="!state.inShop">
                                     <label class="fl">Service call type</label>
                                     <select class="f"
                                             t-on-change="onCallType">
@@ -100,9 +112,9 @@
                             </div>
 
                             <!-- SCHEDULE -->
-                            <div class="card">
+                            <div class="sb-card">
                                 <h3><span class="dot"></span>Schedule</h3>
-                                <div class="row two">
+                                <div class="sb-row two">
                                     <div><label class="fl">Date</label><input class="f" type="date" t-model="state.date"/></div>
                                     <div><label class="fl">Duration</label>
                                         <select class="f" t-model.number="state.durationHr">
@@ -114,7 +126,7 @@
                                         </select>
                                     </div>
                                 </div>
-                                <div class="row">
+                                <div class="sb-row">
                                     <label class="fl">Start time</label>
                                     <div class="timepick">
                                         <select class="f" t-model.number="state.hour">
@@ -140,7 +152,7 @@
                                     </div>
                                     <div class="endtime">Ends at <b><t t-esc="endLabel"/></b> · your local time</div>
                                 </div>
-                                <div class="row">
+                                <div class="sb-row">
                                     <label class="fl">Technician</label>
                                     <select class="f" t-model.number="state.technicianId">
                                         <option value="">— Choose —</option>
@@ -152,17 +164,17 @@
                             </div>
 
                             <!-- LOCATION -->
-                            <div class="card">
+                            <div class="sb-card">
                                 <h3><span class="dot"></span>Location</h3>
                                 <div class="opt" style="border:none; padding-top:0;">
                                     <div class="lab">In-shop job<small>At the store — no call-out, labour @ $<t t-esc="fmt(state.labour.inshop)"/>/hr</small></div>
                                     <div class="sw" t-att-class="{ on: state.inShop }" t-on-click="toggleInShop"></div>
                                 </div>
                                 <div t-if="!state.inShop">
-                                    <div class="row"><label class="fl">Job address</label>
-                                        <div class="with-icon"><input class="f" t-model="state.customer.street" placeholder="Auto-fills from customer…"/><span class="pin">📍</span></div>
+                                    <div class="sb-row"><label class="fl">Job address</label>
+                                        <div class="with-icon"><input class="f sb-addr-input" t-model="state.customer.street" placeholder="Auto-fills from customer…"/><span class="pin">📍</span></div>
                                     </div>
-                                    <div class="row two">
+                                    <div class="sb-row two">
                                         <div><label class="fl">Unit / Suite</label><input class="f" t-model="state.customer.unit" placeholder="#"/></div>
                                         <div><label class="fl">Buzz code</label><input class="f" t-model="state.customer.buzz" placeholder="—"/></div>
                                     </div>
@@ -170,11 +182,11 @@
                             </div>
 
                             <!-- JOB DETAILS -->
-                            <div class="card span2">
+                            <div class="sb-card span2">
                                 <h3><span class="dot"></span>Job details</h3>
                                 <div class="two">
-                                    <div class="row"><label class="fl">Work description</label><textarea class="f" t-model="state.description" placeholder="Symptom, what to check, history…"></textarea></div>
-                                    <div class="row"><label class="fl">Parts / materials to bring</label><textarea class="f" t-model="state.materials" placeholder="Batteries, controller, casters…"></textarea></div>
+                                    <div class="sb-row"><label class="fl">Work description</label><textarea class="f" t-model="state.description" placeholder="Symptom, what to check, history…"></textarea></div>
+                                    <div class="sb-row"><label class="fl">Parts / materials to bring</label><textarea class="f" t-model="state.materials" placeholder="Batteries, controller, casters…"></textarea></div>
                                 </div>
                                 <div class="opt"><div class="lab">Under manufacturer warranty<small>Parts not billed when covered</small></div><div class="sw" t-att-class="{ on: state.warranty }" t-on-click="() => state.warranty = !state.warranty"></div></div>
                                 <div class="opt"><div class="lab">POD required<small>Capture proof of delivery on completion</small></div><div class="sw" t-att-class="{ on: state.pod }" t-on-click="() => state.pod = !state.pod"></div></div>
@@ -197,8 +209,8 @@
 
                     <div class="foot">
                         <span class="spacer">Local time · America/Toronto · <t t-esc="state.distanceKm"/> km away</span>
-                        <button class="btn ghost" t-on-click="() => this.action.doAction({ type: 'ir.actions.act_window_close' })">Cancel</button>
-                        <button class="btn primary" t-on-click="submit" t-att-disabled="state.saving">Book &amp; Create SO</button>
+                        <button class="sb-btn ghost" t-on-click="() => this.action.doAction({ type: 'ir.actions.act_window_close' })">Cancel</button>
+                        <button class="sb-btn primary" t-on-click="submit" t-att-disabled="state.saving">Book &amp; Create SO</button>
                     </div>
                 </div>
             </div>

fusion_plating/fusion_plating_certificates/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating — Certificates',
-    'version': '19.0.9.4.0',
+    'version': '19.0.10.3.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Certificate registry for CoC, thickness reports, and quality documents.',
     'description': """

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

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

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

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

fusion_plating/fusion_plating_certificates/models/fp_certificate.py

@@ -58,11 +58,18 @@ class FpCertificate(models.Model):
         string='Customer Job No.',
         help="Customer's internal job / traveler reference.",
     )
-    contact_partner_id = fields.Many2one(
-        'res.partner', string='Customer Contact',
+    contact_partner_ids = fields.Many2many(
+        'res.partner',
+        relation='fp_certificate_contact_partner_rel',
+        column1='cert_id', column2='partner_id',
+        string='Customer Contact',
         domain="[('parent_id', '=', partner_id)]",
-        help="Specific contact person at the customer for this certificate. "
-             'Their name, email, and phone are printed on the CoC.',
+        help="Contacts at the customer who receive this certificate. "
+             "Auto-filled from the customer's Default CoC Contacts when a "
+             'job ships. The first is the primary (its name, email and '
+             'phone print on the CoC); ALL of them are emailed when the '
+             'cert is sent to the customer. (Renamed from the single '
+             'contact_partner_id — see migration 19.0.10.3.0.)',
     )
     issued_by_id = fields.Many2one(
         'res.users', string='Issued By', default=lambda self: self.env.user,
@@ -519,12 +526,15 @@ class FpCertificate(models.Model):
             # was configured would still trip the gate even after sales
             # set the default. Robust-by-construction: the defaults take
             # effect retroactively at issue time.
-            if (not rec.contact_partner_id
+            if (not rec.contact_partner_ids
                     and rec.partner_id
-                    and 'x_fc_default_coc_contact_id' in rec.partner_id._fields
-                    and rec.partner_id.x_fc_default_coc_contact_id):
-                rec.contact_partner_id = (
-                    rec.partner_id.x_fc_default_coc_contact_id
+                    and 'x_fc_default_coc_contact_ids' in rec.partner_id._fields
+                    and rec.partner_id.x_fc_default_coc_contact_ids):
+                # Auto-fill ALL the customer's CoC contacts. The first is
+                # the primary (printed on the CoC); every contact is emailed
+                # when the cert is sent (action_send_to_customer).
+                rec.contact_partner_ids = (
+                    rec.partner_id.x_fc_default_coc_contact_ids
                 )
             # Lazy-fill the signer from the LIVE company owner (Settings
             # "Certificate Owner") when no per-cert / per-spec signer was
@@ -578,27 +588,27 @@ class FpCertificate(models.Model):
                     '(Settings > Fusion Plating).'
                 ) % {'name': rec.name or rec.display_name})
             # Customer contact — the named recipient printed on the
-            # cert and emailed when it ships. Auto-filled from
-            # partner.x_fc_default_coc_contact_id when set.
-            if not rec.contact_partner_id:
+            # cert and emailed when it ships. Auto-filled from the FIRST
+            # of partner.x_fc_default_coc_contact_ids when set.
+            if not rec.contact_partner_ids:
                 raise UserError(_(
                     'Cannot issue certificate "%(name)s" — Customer '
-                    'Contact is not set.\n\nPick the recipient contact, '
-                    'or configure a Default CoC Contact on customer '
+                    'Contact is not set.\n\nPick the recipient contact(s), '
+                    'or configure Default CoC Contacts on customer '
                     '"%(cust)s".'
                 ) % {
                     'name': rec.name or rec.display_name,
                     'cust': rec.partner_id.name if rec.partner_id else '?',
                 })
-            if not (rec.contact_partner_id.email or '').strip():
+            if not (rec.contact_partner_ids[:1].email or '').strip():
                 raise UserError(_(
-                    'Cannot issue certificate "%(name)s" — contact '
-                    '"%(c)s" has no email address.\n\nAdd an email '
-                    'to the contact before issuing (the cert is sent '
-                    'by email post-issue).'
+                    'Cannot issue certificate "%(name)s" — primary contact '
+                    '"%(c)s" has no email address.\n\nAdd an email to the '
+                    'contact before issuing (the cert is sent by email '
+                    'post-issue).'
                 ) % {
                     'name': rec.name or rec.display_name,
-                    'c':    rec.contact_partner_id.name,
+                    'c':    rec.contact_partner_ids[:1].name,
                 })
             # Orphan cert types (Nadcap / Mill Test / Customer-Specific)
             # are manual-attach only — operator uploads supplier doc /
@@ -1114,11 +1124,18 @@ class FpCertificate(models.Model):
         """Open email composer with the certificate PDF attached."""
         self.ensure_one()
         template = self.env.ref('mail.email_compose_message_wizard_form', raise_if_not_found=False)
+        # Send to ALL the Customer Contacts defined on this cert (auto-filled
+        # from the customer's Default CoC Contacts at job creation), falling
+        # back to the company. The CoC goes to exactly the contacts shown on
+        # the cert's Customer Contact field.
+        recipients = self.contact_partner_ids
+        partner_ids = recipients.ids or (
+            [self.partner_id.id] if self.partner_id else [])
         ctx = {
             'default_model': 'fp.certificate',
             'default_res_ids': self.ids,
             'default_composition_mode': 'comment',
-            'default_partner_ids': [self.partner_id.id] if self.partner_id else [],
+            'default_partner_ids': partner_ids,
         }
         if self.attachment_id:
             ctx['default_attachment_ids'] = [self.attachment_id.id]

fusion_plating/fusion_plating_certificates/models/res_partner.py

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

fusion_plating/fusion_plating_certificates/tests/test_action_issue_gates.py

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

fusion_plating/fusion_plating_certificates/views/fp_certificate_views.xml

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

fusion_plating/fusion_plating_certificates/views/res_partner_views.xml

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

fusion_plating/fusion_plating_jobs/models/fp_job.py

@@ -2678,7 +2678,7 @@ class FpJob(models.Model):
                                   (a per-spec override). Left empty
                                   otherwise so the LIVE company owner
                                   resolves at render / issue time.
-          - contact_partner_id  ← partner.x_fc_default_coc_contact_id
+          - contact_partner_ids ← partner.x_fc_default_coc_contact_ids (all)
           - nc_quantity         ← qty_scrapped + qty_visual_insp_rejects
 
         Honours part.certificate_requirement (coc / coc_thickness /
@@ -2713,8 +2713,11 @@ class FpJob(models.Model):
             signer = spec.signer_user_id
         # Contact: per-customer default; blank means manager picks at issue.
         contact = False
-        if 'x_fc_default_coc_contact_id' in self.partner_id._fields:
-            contact = self.partner_id.x_fc_default_coc_contact_id
+        if 'x_fc_default_coc_contact_ids' in self.partner_id._fields:
+            # ALL the customer's CoC contacts -> the cert's Customer Contact
+            # M2m. First is the primary (printed on the CoC); every contact
+            # is emailed at send (fp.certificate.action_send_to_customer).
+            contact = self.partner_id.x_fc_default_coc_contact_ids
         # NC qty: scrapped + visual rejects. Both NULL-safe.
         nc_qty = int(
             (self.qty_scrapped or 0)
@@ -2784,8 +2787,8 @@ class FpJob(models.Model):
                     vals['process_description'] = recipe.name or ''
                 if 'certified_by_id' in Cert._fields and signer:
                     vals['certified_by_id'] = signer.id
-                if 'contact_partner_id' in Cert._fields and contact:
-                    vals['contact_partner_id'] = contact.id
+                if 'contact_partner_ids' in Cert._fields and contact:
+                    vals['contact_partner_ids'] = [(6, 0, contact.ids)]
                 if 'entech_wo_number' in Cert._fields:
                     vals['entech_wo_number'] = self.name or ''
                 cert = Cert.create(vals)

fusion_plating/fusion_plating_jobs/tests/test_fp_job_milestone_cascade.py

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

fusion_plating/fusion_plating_jobs/tests/test_recipe_cert_suppression.py

@@ -130,7 +130,7 @@ class TestRecipeCertSuppression(TransactionCase):
             'certificate_type': 'nadcap_cert',
             'state': 'draft',
             'partner_id': self.partner.id,
-            'contact_partner_id': self.partner.id,
+            'contact_partner_ids': [(6, 0, [self.partner.id])],
             'spec_reference': 'AMS 2404',
             'process_description': 'TEST PROCESS',
             'certified_by_id': self.env.user.id,

fusion_plating/fusion_plating_reports/report/report_coc.xml

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

fusion_shipping/__manifest__.py

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

fusion_shipping/api/ups_rest/request.py

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

fusion_shipping/models/delivery_carrier.py

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

fusion_shipping/models/res_partner.py

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

fusion_shipping/models/stock_picking.py

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

fusion_shipping/views/delivery_carrier_view.xml

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

fusion_shipping/views/stock_picking_views.xml

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

scripts/verify_service_booking.sh

@@ -140,6 +140,22 @@ else
   TESTS_OK=0; err "TESTS FAILED (exit $?)"; grep -E 'FAIL|ERROR|Traceback' "$LOG" | tail -40 || true
 fi
 
+# Asset-bundle compile check: a broken SCSS/SASS breaks the ENTIRE
+# web.assets_backend bundle (the whole backend UI for every user), and `-u` does
+# NOT compile it — Odoo compiles assets lazily at request time. Force-compile
+# both bundles here so a stylesheet error fails the gate BEFORE prod, not after.
+# (CLAUDE.md asset cache-busting #3.)
+if [[ "${TESTS_OK:-0}" == "1" ]]; then
+  c "Compile asset bundles on clone (catches SCSS errors)"
+  echo "env['ir.qweb']._get_asset_bundle('web.assets_backend').css(); env['ir.qweb']._get_asset_bundle('web.assets_web_dark').css(); print('ASSETS_COMPILED_OK')" \
+    | dexec -i "$APP" odoo shell -d "$CLONE_DB" --db_host db --db_port 5432 --db_user "$PGUSER" --db_password "$PGPW" --addons-path="$ADDONS_PATH" --no-http --http-port=0 --gevent-port=0 >>"$LOG" 2>&1 || true
+  if grep -q ASSETS_COMPILED_OK "$LOG"; then
+    ok "Asset bundles compiled OK"
+  else
+    TESTS_OK=0; err "ASSET COMPILE FAILED — see $LOG"; grep -iE 'error|scss|sass|Traceback' "$LOG" | tail -25 || true
+  fi
+fi
+
 echo
 c "VERIFY RESULT"
 if [[ "${TESTS_OK:-0}" == "1" ]]; then ok "✅ Clone-verify GREEN  (full log: $LOG)"; else err "❌ Clone-verify RED  (full log: $LOG)"; fi