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

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

CLAUDE.md

@@ -35,6 +35,8 @@
 
 16. **Renaming a module's technical name needs a DB rename, not just a folder rename.** The technical name is baked into the database: `ir_module_module.name`, every external ID in `ir_model_data.module`, each view's `ir_ui_view.key` prefix, and the `ir_module_module_dependency.name` rows of every module that depends on it. Rename only the folder + in-code references and Odoo treats the new name as a fresh uninstalled module — installing it **duplicates** groups/templates/menus and **orphans** all existing data. On every DB that already has it installed, run an in-place SQL rename (the 4 tables above) **before** `-u <newname>`; a fresh DB needs nothing. Reference script + full rationale: [`fusion_portal/rename_module.sql`](fusion_portal/rename_module.sql) (written for the `fusion_authorizer_portal` → `fusion_portal` rename). Also update cross-module `depends`, `inherit_id="<old>.view"`, `t-call`, `env.ref('<old>.xmlid')`, asset paths (`<old>/static/...`), and `from odoo.addons.<old>... import`.
 
+17. **`url_encode` (and werkzeug url helpers) are NOT available in the Odoo 19 `mail.template` QWeb render context.** Using `url_encode({...})` inside a template `body_html` (e.g. to build a fallback link) makes the template fail Odoo's save-time render validation **at install**, surfacing as the opaque `ParseError: ... Oops! We couldn't save your template due to an issue with this value: <the entire body html>` (the real `NameError` is hidden, and `--log-handler odoo.tools.convert:DEBUG` does NOT reveal it). Build URLs with plain string methods instead: `'https://…?q=' + (value or '').replace(' ', '+')`. Found installing `fusion_repairs` (post-visit NPS template). **That same opaque "issue with this value" error wraps ANY render failure in a mail.template body** — when you see it, suspect an undefined name / bad field reference in the template, not malformed XML.
+
 ## Card Styling — Copy Odoo's Kanban Pattern
 Don't rely on `var(--bs-border-color)` or `var(--bs-body-bg)` for card surfaces — they drift between themes/addons and often render **invisible**. Odoo's own kanban (`.o_kanban_record`) uses **explicit hex** values:
 ```css
@@ -96,7 +98,8 @@ Odoo content-hashes the compiled bundle URL (`/web/assets/<hash>/...`). When CSS
 
 ## Module-Specific Notes
 - **fusion_clock** — developed in **Claude Code** (no longer Cursor; no concurrent-editing conflicts). Changed a lot recently (NFC kiosk: tap-to-clock, enrollment + program-from-unknown-tap, manager page, sounds, screen lock, guided profile-photo capture, faster animations). Still read files fresh before editing rather than assuming the layout. Live on entech (`odoo-entech` / LXC 111 on `pve-worker5`).
-- **fusion_repairs** — read [`fusion_repairs/cloud.md`](fusion_repairs/cloud.md) before feature work. **Version `19.0.2.2.4`.** Bundles 1–11 shipped in repo (intake, portals, dashboard, pricing, flowcharts, parts/PO). **Not production-deployed** to Westin as of 2026-05-27. Local: `docker exec odoo-modsdev-app odoo -d fusion-dev -u fusion_repairs --stop-after-init`. Outstanding: RingCentral SMS, C2 history sidebar UI, office follow-up crons (config keys only), `tests/`, more flowchart content, sales-rep dashboard tile in `fusion_portal`.
+- **fusion_repairs** — read [`fusion_repairs/cloud.md`](fusion_repairs/cloud.md) before feature work. **Version `19.0.2.3.0`** (Plan-1 maintenance foundation added 2026-06-02). **NOT Community-installable** — it transitively pulls in Enterprise `ai` + `knowledge` (`fusion_repairs → fusion_portal → fusion_claims → ai`; `fusion_portal → knowledge`), so it can NOT be installed or tested on local `odoo-modsdev` (Community) — the old `-d fusion-dev -u fusion_repairs` recipe does NOT work. **Test on Enterprise:** an isolated `westin-fr-test` DB on the `odoo-westin` host (clone of prod `westin-v19`; a fresh-DB clone install also needs a one-time orphaned-FK cleanup because prod has orphaned account/tax m2m rows). First-ever clean install surfaced + fixed 2 bugs (url_encode → rule 17; menu parent defined after its children) in commit `903ceb10`. **Not production-deployed** to Westin yet. **Test-runner gotchas on that prod-config container:** `--test-enable` SILENTLY SKIPS all tests without `--workers 0`; the conf's `log_level=warn` hides test output (add `--log-level=test`); the post_install phase also trips on a pre-existing module, so verify behaviour via `odoo shell` rather than the test runner. `mail_template_data.xml` is `noupdate=1` → template edits load on a FRESH install (the prod deploy) but NOT on `-u` of an already-installed DB. Outstanding: maintenance booking (Plan 2), visit log (Plan 3), backfill wizard (Plan 4), office follow-up crons (Plan 5), RingCentral SMS.
+- **fusion_portal** (formerly `fusion_authorizer_portal`) — authorizer/sales-rep portal; **ENTERPRISE-only** (depends `knowledge` → cannot run on local Community; verify on a westin clone, see *Westin Prod* below). **Assessment-visit flow LIVE on westin, v19.0.2.10.1.** A `fusion.assessment.visit` bundles the assessments from one home visit and, on completion (`action_complete_visit`), groups them by funding workflow (`x_fc_sale_type`) into ONE draft sale order per workflow (MoD/ADP/ODSP/WSIB/private/hardship/insurance) — never one combined SO, never one-per-item-within-a-funding. ADP devices group into one order (combination guard: ≤1 seated {wheelchair/powerchair/scooter} + ≤1 walker); accessibility items group per funding. Reps enter via the "Start a Visit" dashboard tile → `/my/visit/new`; the express/accessibility forms carry `?visit_id=` and defer SO creation to the visit. Renaming the technical name needs a DB rename — see [`fusion_portal/rename_module.sql`](fusion_portal/rename_module.sql).
 
 ## Workflow
 - Local dev: `docker exec odoo-modsdev-app odoo -d fusion-dev -u <module> --stop-after-init`
@@ -138,6 +141,19 @@ PGPASSWORD='a09e12e0995dc29446631fa458f3d4b3' psql -h 100.74.28.73 -p 5433 -U po
 - `fusionapps.code_snippets` — reference code
 - `fusionapps.quick_commands` — deployment and admin commands
 
+## Westin Prod — Deploy & Clone-Verify (fusion_portal et al.)
+
+Westin prod: host `odoo-westin`, app container `odoo-dev-app`, db container `odoo-dev-db`, DB `westin-v19` (user `odoo`, pw `DevSecure2025!`), addons `/opt/odoo/custom-addons` → `/mnt/extra-addons`, Enterprise `/mnt/enterprise-addons`, conf `/etc/odoo/odoo.conf`. ENTERPRISE env — modules depending on `knowledge` (fusion_portal → fusion_claims) cannot run on local Community, so verify on a clone before prod.
+
+**Clone-verify a change (prod-safe, isolated — prod files + live DB untouched):**
+1. Clone online: `docker exec -e PGPASSWORD='DevSecure2025!' odoo-dev-db sh -c 'dropdb -U odoo --if-exists westin-v19-visittest; createdb -U odoo -O odoo westin-v19-visittest && pg_dump -U odoo westin-v19 | psql -U odoo -q -d westin-v19-visittest'` (~2 min, ~152M -Fc).
+2. Stage the branch module into an isolated dir INSIDE the addons path: `/opt/odoo/custom-addons/_test/<module>`, then `-u <module> --stop-after-init --no-http --db_host db --db_port 5432 --db_user odoo --db_password 'DevSecure2025!' --addons-path=/usr/lib/python3/dist-packages/odoo/addons,/usr/lib/python3/dist-packages/addons,/mnt/extra-addons/_test,/mnt/enterprise-addons,/mnt/extra-addons`. The `/mnt/extra-addons/_test` prefix SHADOWS prod's copy (first matching path wins); deps load from the real `/mnt/extra-addons`.
+3. Smoke-test via `odoo shell -d westin-v19-visittest` (same addons-path); `env.cr.rollback()` at the end. To exercise email paths WITHOUT sending: `UPDATE ir_mail_server SET active=false;` AND in the shell `env['ir.mail_server'].__class__.send_email = lambda self, message, *a, **k: 'noop'` (`odoo shell` rejects `--smtp-server`).
+
+**THE ORPHANED-TAX-FK TRAP** (cost real diagnosis time): westin-v19 has ~3300 orphaned rows in `product_taxes_rel` + ~3300 in `product_supplier_taxes_rel` (`tax_id` → deleted `account_tax`), under FKs that are `convalidated=true` (taxes deleted via an FK-bypassing path; PG never re-checks a validated constraint). A plain `pg_dump | psql` clone can't recreate a *validating* FK over orphaned data → the FK is lost on the clone → Odoo `check_foreign_keys` tries to add it → `ForeignKeyViolation: Key (tax_id)=(N) is not present in account_tax` → "Failed to load registry". **Fix ON THE CLONE only:** `DELETE FROM <t> WHERE tax_id NOT IN (SELECT id FROM account_tax)` across every `%_rel` table with a tax column. **Prod `-u` is SAFE without touching the orphans** — prod's FK already exists, so Odoo skips it (it never re-validates a present FK); proven empirically by replicating FK-present+orphan on a clone and running `-u` (exit 0, orphan untouched). Owner is auditing the orphans — do NOT delete them on prod without sign-off.
+
+**Deploy:** backup (`docker exec ... pg_dump -Fc -U odoo westin-v19 > /opt/odoo/backups/<name>.dump` + `cp -r` the module dir to `/opt/odoo/backups/` — OUTSIDE the addons path, never a `*.bak` dir inside it) → `scp` branch to `/opt/odoo/staging/<module>` → swap into `/opt/odoo/custom-addons/<module>` → `-u <module>` → `DELETE FROM ir_attachment WHERE url LIKE '/web/assets/%'` → `docker restart odoo-dev-app`. **Gate the restart on `-u` exit 0**; on failure restore the dir backup and do NOT restart. When a feature branch predates main's other merges, merge to `main` **surgically** (temp worktree off `origin/main` + `git checkout <branch> -- <module>` → commit → fast-forward push) so you don't revert parallel sessions' work.
+
 ## Fusion Helpdesk — Customer Follow-up + Embedded Inbox (deployment + handoff)
 
 Two modules: **`fusion_helpdesk`** (client — runs on each client deployment, e.g. entech)
@@ -232,3 +248,41 @@ catches undefined names instantly.
   open the systray helpdesk dialog. The Mine/All toggle appears for the owner; "All" shows
   all 50 ENTECH tickets, "Mine" shows the count matching the owner's profile email.
   Tracebacks live in `/var/log/odoo/odoo-server.log` on entech (LXC 111 / pve-worker5).
+
+## Fusion Centralized Billing (`fusion_centralize_billing`) — engine + test harness
+
+Odoo (`odoo-nexa`, live DB `nexamain`) is being made the single billing brain for every
+NexaSystems app (NexaCloud, NexaDesk/Fusion-Chat, NexaMaps), **superseding Lago**. The
+module adds only the metering + integration layer (service registry, identity links,
+metric/charge catalog, aggregate-push usage engine, inbound Lago-shaped REST API at
+`/api/billing/v1/*`, outbound HMAC webhooks, dual-run reconciliation); all financial
+behaviour is native Odoo **Enterprise** (`sale_subscription` + `payment_stripe` +
+`account_accountant`). Design + rollout live in `docs/superpowers/specs/`
+(`2026-05-27-nexa-billing-centralized-design.md` = architecture;
+`2026-06-02-nexacloud-odoo-billing-cutover-design.md` = NexaCloud pilot: build → import →
+dual-run → gated flip) and `docs/superpowers/plans/`.
+
+**Testing it — NOT on local `odoo-modsdev` (community) and NEVER `-u` against live `nexamain`.**
+It needs Enterprise deps, so tests run on `odoo-nexa` in an **isolated throwaway container**
+against a **fresh** DB with the Canadian localization:
+```
+ssh odoo-nexa
+# fresh DB (inside odoo-nexa-db): dropdb --if-exists fcb_test; createdb fcb_test
+cp -a /opt/odoo/custom-addons /opt/odoo/custom-addons-staging   # edit/sync HERE, never the live module dir
+docker run --rm --network odoo_odoo-network \
+  -v /opt/odoo/custom-addons-staging:/mnt/extra-addons:ro -v /opt/odoo/enterprise-addons:/mnt/enterprise-addons:ro \
+  -v /opt/odoo/odoo.conf:/etc/odoo/odoo.conf:ro -v /opt/odoo/staging-data:/var/lib/odoo \
+  odoo-nexa:19 -c /etc/odoo/odoo.conf -d fcb_test --db_host=db --db_user=odoo \
+  --addons-path=/usr/lib/python3/dist-packages/odoo/addons,/mnt/extra-addons,/mnt/enterprise-addons \
+  --without-demo=all --test-enable --test-tags /fusion_centralize_billing \
+  -i l10n_ca,fusion_centralize_billing --stop-after-init --no-http
+```
+Iterate with `-u fusion_centralize_billing` (reuse fcb_test). Gotchas that cost hours:
+- **`l10n_ca` is required** — the ledger tests need a Canadian CoA + active CAD + 13% HST.
+- A **prod clone is the wrong base** — its existing rows collide with fixed-code test fixtures
+  (`nexacloud` service / `cpu_seconds` metric) across 5 test files.
+- odoo.conf sets `log_level=warn`, so **passing tests log nothing** — exit 0 alone does NOT
+  prove tests ran (a tag matching zero tests is also exit 0). Confirm execution with
+  `--log-handler=odoo.addons.fusion_centralize_billing.tests:INFO` (look for `Starting
+  <Class>.<method>`). The **exit code is authoritative** (1 on any failure).
+- Do **NOT** pass `--workers=0` (blanks captured stdout) or `--logfile=/dev/stdout` (errors out).

docs/plans/fusion_maintenance_brainstorm.md

@@ -0,0 +1,194 @@
+# fusion_maintenance — Brainstorm & Handoff Brief
+
+> Status: **research/brainstorm only — no code, no final decisions.** Written from a
+> Claude Code *web* session that could **not** reach the private network (no Tailscale,
+> no docker daemon, Supabase KB unreachable). Resume from a **Tailscale-connected env**
+> (dev box or a host that can reach Westin production) and do the live inspection in
+> Step 0 **before** committing to the design.
+
+## Goal (user's words, paraphrased)
+Automated maintenance follow-ups for mobility/accessibility equipment we've sold, to turn
+service into **recurring revenue**. Reminder emails → client books maintenance → booking
+happens in **real time** and **lands in our calendar**. Leverage Odoo Enterprise's
+appointment system. Decide whether this lives in `fusion_repairs` or a new module — the
+result must be **seamless and production-ready**.
+
+## Decisions locked with the user (this session)
+- **Same DB**: `fusion_claims` + `fusion_repairs` run on one database → new module may depend on both.
+- **Enterprise `appointment` is available** → build real-time booking ON it (`appointment.type` /
+  `appointment.slot` / `calendar.event`), do **not** hand-roll a calendar.
+- **Public self-serve booking** → reminder email carries a token link to a no-login slot picker
+  (extend the existing `/repairs/maintenance/book/<token>` pattern). Elderly clients shouldn't log in.
+- **Target box for grounding = Westin production** (where `fusion_claims` runs day-to-day).
+
+## Key findings from repo exploration
+
+### `fusion_repairs` (v19.0.2.2.6) ALREADY has a maintenance engine — reuse it, don't fork
+- `fusion.repair.maintenance.contract`: interval, due/last-service dates, state machine.
+  Auto-spawned on SO confirm when `product.template.x_fc_maintenance_interval_months > 0`.
+- Daily reminder cron `cron_maintenance_due_reminders` → 30/7/1-day bands → branded email
+  `email_template_maintenance_due_reminder` with tokenized link `/repairs/maintenance/book/<token>`.
+- Booking controller: `controllers/portal_maintenance_booking.py` — **single date-confirm form,
+  NO slot availability, NO conflict check, NO calendar event.** ← this is the real gap.
+- Contract **roll-forward** on technician-task completion (`next_due_date += interval`).
+- `fusion.repair.service.plan.subscription`: pre-paid visit plans (recurring-revenue primitive).
+- Deps: `repair, maintenance, sale_management, stock, purchase, website, portal, fusion_tasks,
+  fusion_poynt, fusion_authorizer_portal`. ~8.3k LOC, 25+ models.
+
+### `fusion_claims` (v19.0.9.2.0) is the ideal trigger source
+- Claim container = `sale.order` (`x_fc_sale_type`: adp, odsp, wsib, insurance, march_of_dimes, …).
+- **Equipment unit** = `sale.order.line.x_fc_serial_number` + `product_id`.
+- **Equipment category** = `fusion.adp.device.code.device_type` (wheelchair, walker, hospital bed,
+  stair lift, porch lift, custom ramp, …) — matches the user's "sale groups".
+- **Schedule anchors**: `x_fc_adp_delivery_date`, `x_fc_service_start_date`; gate on `x_fc_adp_approved`.
+- Customer = `sale.order.partner_id`; prescriber = `x_fc_authorizer_id`.
+- Already depends on `calendar, fusion_tasks, ai, fusion_ringcentral`.
+
+## Proposed architecture (PENDING live verification)
+**New module `fusion_maintenance`** depending on `fusion_repairs`, `fusion_claims`, `appointment`.
+Reuses the existing contract/reminder/roll-forward engine; adds the 3 genuinely-missing pieces:
+
+1. **`fusion.maintenance.policy`** (ops-configurable, no code per category):
+   `device_type` → `interval_months`, reminder bands, `service_product_id` (priced visit),
+   `appointment_type_id`, required technician skill. Turns "stair lift = 6 mo, $X" into data.
+2. **Claims bridge** (daily cron): scan `fusion_claims` `sale.order.line` for delivered+approved
+   devices whose `device_type` matches an active policy → ensure a maintenance contract exists,
+   anchored at `delivery_date + interval`. Idempotent (key on serial / sale-line). Extend the
+   reused contract with `x_fc_source_claim_line_id`, `x_fc_device_type`, `x_fc_policy_id` so the
+   repairs path and claims path both feed **one** contract model.
+3. **Real-time booking on `appointment`**: token link → slot picker backed by `appointment.type`
+   (partner pre-resolved from token, no login). Slot pick → real `calendar.event` → hook spawns
+   `repair.order` + technician task, assigns by skill/zone, advances reminder band, rolls contract
+   forward.
+
+**Recurring revenue**: each policy carries `service_product_id` → booked visit drafts a priced
+SO/invoice; optional pre-paid annual plan via existing `service.plan.subscription`; optional
+door payment via existing `fusion_poynt`.
+
+## STEP 0 — run on Westin production FIRST (grounding before any decision)
+> Replace `APP`/`DB` with the real Westin container + database. CLAUDE.md rule #1: never code
+> from memory — read the real Enterprise `appointment` source before building the booking layer.
+
+```bash
+# RESOLVED 2026-06-02 — Westin Odoo prod migrated OFF Digital Ocean onto the on-prem Proxmox
+# cluster. Old DO IPs (152.42.146.204 / 178.128.229.92) are DEAD (:22 timeout). Live box:
+# host `odoo-westin` = 192.168.1.40 via the `supabase-prod` Tailscale jump (Windows OpenSSH
+# ProxyCommand → run `ssh odoo-westin ...` from PowerShell). App container `odoo-dev-app`
+# (odoo:19, Enterprise); DB container `odoo-dev-db`; DB `westin-v19`; user `odoo` (local-socket
+# trust inside odoo-dev-db). Enterprise addons → /mnt/enterprise-addons, custom → /mnt/extra-addons.
+#   SQL:      ssh odoo-westin 'docker exec odoo-dev-db  psql -U odoo -d westin-v19 -c "..."'
+#   FS read:  ssh odoo-westin 'docker exec odoo-dev-app sed -n 1,160p /mnt/enterprise-addons/...'
+APP=odoo-dev-app ; DB=westin-v19 ; DBC=odoo-dev-db
+
+# 1) Install matrix — confirm same-DB + Enterprise appointment present + versions
+docker exec "$APP" psql -U odoo -d "$DB" -c \
+"SELECT name,state,latest_version FROM ir_module_module \
+ WHERE name IN ('fusion_claims','fusion_repairs','fusion_maintenance','calendar','maintenance','repair') \
+    OR name LIKE 'appointment%' ORDER BY name;"
+
+# 2) Real device_type distribution (drives per-category policies)
+docker exec "$APP" psql -U odoo -d "$DB" -c \
+"SELECT device_type, count(*) FROM fusion_adp_device_code GROUP BY device_type ORDER BY 2 DESC;"
+
+# 3) Locate the Enterprise appointment source (read, don't guess the API)
+docker exec "$APP" bash -lc 'ls -d /mnt/enterprise-addons/appointment 2>/dev/null || \
+  find / -maxdepth 6 -type d -name appointment 2>/dev/null | grep -i addons | head'
+
+# 4) Appointment model surface to build booking on (adjust path from #3)
+docker exec "$APP" cat <appointment_path>/models/appointment_type.py | head -160
+docker exec "$APP" ls <appointment_path>/controllers/    # find the public booking controller
+
+# 5) How fusion_repairs maintenance contracts already look in live data
+docker exec "$APP" psql -U odoo -d "$DB" -c \
+"SELECT state, count(*) FROM fusion_repair_maintenance_contract GROUP BY state;"
+```
+
+## STEP 0 — RESULTS (ran 2026-06-02 against Westin prod `westin-v19`)
+> Grounding facts only — **no design decisions made**. These correct several assumptions above.
+
+**Connection (resolved):** host `odoo-westin` (192.168.1.40) via the `supabase-prod` Tailscale jump.
+App container `odoo-dev-app` (odoo:19, Enterprise), DB container `odoo-dev-db`, DB `westin-v19`,
+user `odoo`. Old Digital Ocean boxes are DEAD — Westin migrated on-prem.
+
+**1) Install matrix** — `appointment` **19.0.1.3 installed** (+ `appointment_account_payment`,
+`_crm`, `_hr`, `_microsoft_calendar`, `_sms`). All deps present: `calendar`, `maintenance`, `repair`,
+`sale_management`, `portal`, `website`, `resource`, `phone_validation`, `web_gantt`. `fusion_claims`
+**19.0.9.2.0 installed**. `fusion_repairs` and `fusion_maintenance` are **absent entirely** (no
+records). → a module depending on `appointment` installs cleanly; "reuse the fusion_repairs engine"
+means *deploy fusion_repairs to Westin first* (heavy) **or** own a lean contract model here. Note
+Odoo's native `maintenance` (CMMS) is installed — an under-considered third reuse option.
+
+**2) device_type** — 119 distinct values, but `fusion.adp.device.code` is the ADP billing-code
+**CATALOG** (`_order='device_type, device_code'`), so counts are catalog codes per type, **NOT units
+installed**. Top entries are seating COMPONENTS (Seat Cushion 564, Back Support 375, Headrest 193).
+The maintainable **equipment classes** ≈ wheelchairs (manual + power tilt), power bases, power
+scooters, wheeled walkers / walking frames, paediatric standing frames, specialty strollers (~6-8
+clean categories). → `device_type` can't be a 1:1 policy key (119 values, mostly parts); needs a
+grouping/whitelist. **Real install base sized on `sale.order.line`** (`x_fc_adp_device_type` [stored compute from
+product's `x_fc_adp_device_code_id.device_type`], `x_fc_serial_number`, `x_fc_adp_approved`; delivery
+dates `x_fc_adp_delivery_date` / `x_fc_service_start_date`) — **see the Install-base sizing block below.**
+
+**3) + 4) Enterprise appointment source** — `/mnt/enterprise-addons/appointment`. The no-login token
+slot-picker is **mostly NATIVE — don't hand-roll it**: public booking (`auth="public"`), invite
+tokens (`appointment.invite`, `/appointment/<id>?…invite_token`), live availability
+(`/appointment/<id>/update_available_slots`, jsonrpc/public), slot submit → real `calendar.event`
+(`/appointment/<id>/submit`), auto/manual staff+resource assignment, capacity, booked/cancelled mail
+templates. Model `appointment.type`; controller `controllers/appointment.py`. → the module mainly
+needs to: seed an `appointment.type` per category, drop a partner-bound invite link into the reminder
+email, and hook `calendar.event` create → spawn the service task + advance the contract.
+`appointment_account_payment` is installed → native pay-to-book is on the table for the revenue mechanic.
+
+**5) Maintenance-contract state** — `relation "fusion_repair_maintenance_contract" does not exist`
+→ confirms the fusion_repairs maintenance engine is **not** on Westin.
+
+**Headline correction:** Westin's ADP data has **zero** stair lifts / porch lifts / ramps / hospital
+beds — those belong to the fusion_repairs / EN-Tech (mobility) domain. Westin's recurring-revenue
+play is **wheelchairs / power bases / scooters / walkers / seating**. Open questions updated below.
+
+**Install-base sizing (ran 2026-06-02 — the REAL units, complementing #2's catalog counts).** Big tell:
+serial numbers are captured **~only on actual equipment** (every part/option/mod device_type shows 0
+serials), so `x_fc_serial_number` is already a de-facto "trackable unit" marker — convenient, because the
+bridge's idempotency key is the serial.
+
+- **Addressable base ≈ 138 serial-tracked units across ~136 customers** (all funders). By equipment
+  family (serial-tracked / of which delivered): **Walkers & walking frames 68 (55)**, **Wheelchairs 45
+  (40)**, **Power bases 7 (6)**, **Scooters 4 (3)**, plus **14 units with no ADP device_type** (likely
+  private-pay) and 1 misc.
+- **Funder split** (serial-tracked): adp 109, direct_private 13, adp_odsp 10, march_of_dimes 7;
+  wsib / insurance / standalone-odsp / rental / regular = **0 serials**. → an ADP-only gate
+  (`x_fc_adp_approved`) captures ~110 and **misses ~28** real units. The bridge should likely key on
+  **serial (funder-agnostic)**, not approval.
+- **Two data gaps the design must absorb:** (a) the 14 serial units with no ADP device_type can't be
+  classified by a device_type→policy map → need a product-level or manual category override; (b) non-ADP
+  units have no `x_fc_adp_delivery_date` → the contract anchor (`delivery_date + interval`) needs a
+  fallback (invoice/order date).
+- Deliveries span **2022-10 → 2026-05** (active program) — history to anchor intervals + a live pipeline.
+- Top serial-tracked device_types: Adult Wheeled Walker Type 3 (47), Adult Manual Dynamic Tilt Type 5
+  Wheelchair (23), Adult Lightweight Performance Type 3 (11), Adult Lightweight Standard Type 1 (10),
+  Adult Wheeled Walker Type 2 (9), Adult Power Base Type 3 (5), Power Scooter (3). (1 line ≈ 1 unit;
+  equipment device_types are 1 base line each.)
+
+## Open questions to resolve with the user (in the connected session)
+- **MVP cut**: which categories first? Sizing surfaces a real tension: **by volume** it's walkers (68) +
+  wheelchairs (45) ≈ 82% of the base, but rollators/walkers are mechanically low-service; **by
+  service-revenue-per-unit** the targets are the powered units (power bases 7 + scooters 4 + power
+  wheelchairs) — high maintenance value but only ~11–15 units today. Volume vs. margin — or phase it
+  (powered units first to prove the booking loop, then walkers/manual chairs for reach)?
+- **Revenue mechanic**: auto-draft a priced SO/invoice per booking, vs. pre-paid annual plan, vs.
+  pay-at-door via Poynt — which is the default?
+- **Technician assignment**: auto-assign by skill+zone at booking time, or leave dispatch manual
+  (fusion_tasks) and only reserve the calendar slot?
+- **Booking-portal strategy**: Step 0 shows Enterprise `appointment` already ships public,
+  token-based real-time booking (`appointment.invite` + `/appointment/<id>/...`, `auth="public"`).
+  Ride on that (generate an invite per reminder, partner pre-bound, no login) vs. a custom
+  `/maintenance/book/<token>` route? (The `/repairs/...` route is moot — fusion_repairs isn't on Westin.)
+
+## Applicable CLAUDE.md rules (don't relearn the hard way)
+- Rule #1: read reference files from the running instance before coding (esp. the appointment source).
+- Odoo 19: `res.users.group_ids` (not `groups_id`); `ir.cron` has no `numbercall`; declarative
+  `models.Constraint`/`models.Index`; HTTP routes `type="jsonrpc"`; OWL uses standalone `rpc()`.
+- No `sale.subscription` model exists — a subscription is a `sale.order` with `is_subscription=True`.
+- New fields use `x_fc_` prefix; Canadian English; `$` Monetary + `currency_id`.
+- Route attachment opens through `fusion_pdf_preview` (`att.action_fusion_preview(...)`).
+- Tests need `--http-port=0 --gevent-port=0`. Westin prod is Enterprise; local dev is Community
+  (so the appointment-dependent module can't be installed/tested on `odoo-modsdev-app`).

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

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

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

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

docs/superpowers/plans/2026-06-02-fusion-maintenance-foundation.md

@@ -0,0 +1,506 @@
+# fusion_maintenance Foundation — Implementation Plan (Plan 1 of 5)
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** Confirming a sale of a maintainable product auto-creates a *priced* maintenance contract, and the due-reminder email shows the maintenance cost.
+
+**Architecture:** Extend `fusion_repairs`. A maintenance **policy** (enabled / interval / flat fee) lives on `fusion.repair.product.category`, with a per-product fee/interval override on `product.template`. We fix the dead `_spawn_maintenance_contracts()` (anchor on delivery date, capture serial + fee + provenance, dedup) and call it from the **existing** `action_confirm()` override. The branded reminder email gains a fee line.
+
+**Tech Stack:** Odoo 19 **Community**, Python, `TransactionCase`. Local dev: `docker odoo-modsdev-app`, DB `fusion-dev`.
+
+**Spec:** [`2026-06-02-fusion-maintenance-design.md`](../specs/2026-06-02-fusion-maintenance-design.md). This is **Plan 1 of 5**; see the Roadmap at the bottom for Plans 2–5 (booking, visit log, backfill, office crons) — each is written when reached because it needs its own live-source reads (spec §15).
+
+**Conventions (from CLAUDE.md):** new fields `x_fc_` prefix; Canadian English; Monetary = `$` + `currency_id`; declarative `models.Constraint` / `models.Index` (no `_sql_constraints`); `message_post` HTML wrapped in `Markup()`; `res.users` group field is `group_ids`.
+
+**Run tests:**
+```bash
+docker exec odoo-modsdev-app odoo -d fusion-dev --test-enable --test-tags /fusion_repairs \
+  -u fusion_repairs --stop-after-init --http-port=0 --gevent-port=0 2>&1 | tail -60
+```
+
+**Grounding (verified source, 2026-06-02):**
+- [`maintenance_contract.py`](../../../fusion_repairs/models/maintenance_contract.py) — contract model (fields end at `company_id`, line 81; `_booking_token_unique` constraint line 83); dead `_spawn_maintenance_contracts()` (line 198, anchors on `today`, dedups by partner/product/SO, no fee/serial/source).
+- [`repair_product_category.py`](../../../fusion_repairs/models/repair_product_category.py) — category model; `safety_critical`, `equipment_class`; `_code_unique` constraint line 56.
+- [`product_template.py`](../../../fusion_repairs/models/product_template.py) — `x_fc_repair_category_id` (line 11), `x_fc_maintenance_interval_months` (line 23, default 0).
+- [`repair_service_plan.py`](../../../fusion_repairs/models/repair_service_plan.py) — **existing** `action_confirm()` override (line 229) ending `return res` (line 250); wire the maintenance spawn here.
+
+---
+
+## File Structure
+
+- **Modify** `fusion_repairs/models/repair_product_category.py` — add maintenance-policy fields + `currency_id`.
+- **Modify** `fusion_repairs/models/product_template.py` — add `x_fc_maintenance_fee` override.
+- **Modify** `fusion_repairs/models/maintenance_contract.py` — add contract fields + indexes; add `_fc_maintenance_anchor_date`; rewrite `_spawn_maintenance_contracts`.
+- **Modify** `fusion_repairs/models/repair_service_plan.py` — call `self._spawn_maintenance_contracts()` inside `action_confirm`.
+- **Modify** `fusion_repairs/data/mail_template_data.xml` — add a fee row to the reminder template.
+- **Modify** `fusion_repairs/views/repair_product_category_views.xml` — expose the policy fields.
+- **Create** `fusion_repairs/tests/__init__.py`, `fusion_repairs/tests/test_maintenance_foundation.py`.
+- **Modify** `fusion_repairs/__manifest__.py` — bump `version` to `19.0.2.3.0`.
+
+> **Scope note:** the technician-skill field (`x_fc_maintenance_skill_id`) is deferred to **Plan 2 (booking)** because skill matching is a booking concern and the exact skills representation is an open item (spec §15). Plan 1 is enrollment + pricing only.
+
+---
+
+## Task 1: Maintenance policy fields on the equipment category
+
+**Files:**
+- Modify: `fusion_repairs/models/repair_product_category.py` (insert after `intake_template_id`, before `_code_unique` at line 56)
+- Test: `fusion_repairs/tests/test_maintenance_foundation.py`
+
+- [ ] **Step 1: Create the tests package + write the failing test**
+
+Create `fusion_repairs/tests/__init__.py`:
+```python
+from . import test_maintenance_foundation
+```
+
+Create `fusion_repairs/tests/test_maintenance_foundation.py`:
+```python
+# -*- coding: utf-8 -*-
+from odoo.tests import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestMaintenanceFoundation(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.partner = cls.env['res.partner'].create({'name': 'Mrs. Test Client'})
+        cls.category = cls.env['fusion.repair.product.category'].create({
+            'name': 'Stair Lift', 'code': 'stairlift',
+            'equipment_class': 'lift_elevating', 'safety_critical': True,
+            'x_fc_maintenance_enabled': True,
+            'x_fc_maintenance_interval_months': 6,
+            'x_fc_maintenance_fee': 149.0,
+        })
+
+    def test_category_policy_fields_exist(self):
+        self.assertTrue(self.category.x_fc_maintenance_enabled)
+        self.assertEqual(self.category.x_fc_maintenance_interval_months, 6)
+        self.assertEqual(self.category.x_fc_maintenance_fee, 149.0)
+        self.assertTrue(self.category.currency_id)
+```
+
+- [ ] **Step 2: Run the test to verify it fails**
+
+Run:
+```bash
+docker exec odoo-modsdev-app odoo -d fusion-dev --test-enable --test-tags /fusion_repairs -u fusion_repairs --stop-after-init --http-port=0 --gevent-port=0 2>&1 | tail -40
+```
+Expected: FAIL — `Invalid field 'x_fc_maintenance_enabled' on model 'fusion.repair.product.category'`.
+
+- [ ] **Step 3: Add the policy fields**
+
+In `repair_product_category.py`, insert before the `_code_unique = models.Constraint(...)` line:
+```python
+    # ── Maintenance policy (per equipment type) ──────────────────────────
+    x_fc_maintenance_enabled = fields.Boolean(
+        string='Offer Maintenance',
+        help='If set, units in this category are enrolled in recurring preventive '
+             'maintenance on sale (and via the backfill wizard).',
+    )
+    x_fc_maintenance_interval_months = fields.Integer(
+        string='Maintenance Interval (Months)', default=6,
+        help='Default months between preventive maintenance visits for this category. '
+             'Overridden by the product field of the same name when that is > 0.',
+    )
+    currency_id = fields.Many2one(
+        'res.currency', string='Currency',
+        default=lambda self: self.env.company.currency_id,
+    )
+    x_fc_maintenance_fee = fields.Monetary(
+        string='Maintenance Fee', currency_field='currency_id',
+        help='Flat fee shown to the client for a maintenance visit of this equipment type.',
+    )
+    x_fc_maintenance_service_product_id = fields.Many2one(
+        'product.product', string='Maintenance Service Product',
+        help='Optional product used when drafting the priced visit line (Plan 2). '
+             'Falls back to a generic visit product.',
+    )
+```
+
+- [ ] **Step 4: Run the test to verify it passes**
+
+Run the same command as Step 2. Expected: `test_category_policy_fields_exist` PASS.
+
+- [ ] **Step 5: Commit**
+```bash
+git add fusion_repairs/models/repair_product_category.py fusion_repairs/tests/
+git commit -m "feat(fusion_repairs): maintenance policy fields on equipment category"
+```
+
+---
+
+## Task 2: Per-product fee override
+
+**Files:**
+- Modify: `fusion_repairs/models/product_template.py` (after `x_fc_maintenance_interval_months`, line 28)
+- Test: `fusion_repairs/tests/test_maintenance_foundation.py`
+
+- [ ] **Step 1: Write the failing test** (append to the test class)
+```python
+    def test_product_fee_override_field_exists(self):
+        tmpl = self.env['product.template'].create({
+            'name': 'Handicare Freecurve Stairlift',
+            'x_fc_repair_category_id': self.category.id,
+            'x_fc_maintenance_fee': 199.0,
+        })
+        self.assertEqual(tmpl.x_fc_maintenance_fee, 199.0)
+```
+
+- [ ] **Step 2: Run to verify it fails**
+
+Run the test command. Expected: FAIL — `Invalid field 'x_fc_maintenance_fee' on model 'product.template'`.
+
+- [ ] **Step 3: Add the field**
+
+In `product_template.py`, after the `x_fc_maintenance_interval_months` field (line 28):
+```python
+    x_fc_maintenance_fee = fields.Monetary(
+        string='Maintenance Fee (override)', currency_field='currency_id',
+        help='Per-product override of the category maintenance fee. 0 = use the category fee.',
+    )
+```
+(`product.template` already provides `currency_id`.)
+
+- [ ] **Step 4: Run to verify it passes** — `test_product_fee_override_field_exists` PASS.
+
+- [ ] **Step 5: Commit**
+```bash
+git add fusion_repairs/models/product_template.py fusion_repairs/tests/test_maintenance_foundation.py
+git commit -m "feat(fusion_repairs): per-product maintenance fee override"
+```
+
+---
+
+## Task 3: Contract model extensions (fee, source, serial, policy)
+
+**Files:**
+- Modify: `fusion_repairs/models/maintenance_contract.py` (add fields after `company_id`, line 81; add indexes near `_booking_token_unique`, line 83)
+- Test: `fusion_repairs/tests/test_maintenance_foundation.py`
+
+- [ ] **Step 1: Write the failing test**
+```python
+    def test_contract_extension_fields_exist(self):
+        c = self.env['fusion.repair.maintenance.contract'].create({
+            'partner_id': self.partner.id,
+            'product_id': self.env['product.product'].create({'name': 'Unit'}).id,
+            'next_due_date': '2026-12-01',
+            'x_fc_source': 'sale',
+            'x_fc_device_serial': 'SN-123',
+            'x_fc_maintenance_fee': 149.0,
+        })
+        self.assertEqual(c.x_fc_source, 'sale')
+        self.assertEqual(c.x_fc_device_serial, 'SN-123')
+        self.assertEqual(c.x_fc_maintenance_fee, 149.0)
+```
+
+- [ ] **Step 2: Run to verify it fails** — `Invalid field 'x_fc_source' ...`.
+
+- [ ] **Step 3: Add the fields + indexes**
+
+In `maintenance_contract.py`, after the `company_id` field (line 81), before `_booking_token_unique`:
+```python
+    currency_id = fields.Many2one(
+        'res.currency', default=lambda self: self.env.company.currency_id,
+    )
+    x_fc_maintenance_fee = fields.Monetary(
+        string='Maintenance Fee', currency_field='currency_id',
+        help='Flat fee shown to the client for this maintenance visit.',
+    )
+    x_fc_source = fields.Selection(
+        [('sale', 'New Sale'), ('backfill', 'Backfill'),
+         ('claims', 'Claims Bridge'), ('manual', 'Manual')],
+        string='Source', default='manual', index=True,
+    )
+    x_fc_source_sale_line_id = fields.Many2one(
+        'sale.order.line', string='Source Sale Line', index=True, copy=False,
+    )
+    x_fc_device_serial = fields.Char(string='Serial (text)', index=True, copy=False)
+    x_fc_policy_category_id = fields.Many2one(
+        'fusion.repair.product.category', string='Maintenance Policy',
+    )
+```
+(Idempotency is enforced in Python — Task 4 — to support the two-regime dedup in spec §6.2; the `index=True` above covers lookups.)
+
+- [ ] **Step 4: Run to verify it passes** — `test_contract_extension_fields_exist` PASS.
+
+- [ ] **Step 5: Commit**
+```bash
+git add fusion_repairs/models/maintenance_contract.py fusion_repairs/tests/test_maintenance_foundation.py
+git commit -m "feat(fusion_repairs): maintenance contract fee/source/serial/policy fields"
+```
+
+---
+
+## Task 4: Spawn priced contracts on sale confirm (fix the dead trigger + wire it)
+
+**Files:**
+- Modify: `fusion_repairs/models/maintenance_contract.py` (rewrite `_spawn_maintenance_contracts`, lines 198-227; add `_fc_maintenance_anchor_date` helper)
+- Modify: `fusion_repairs/models/repair_service_plan.py` (call it in `action_confirm`, before `return res` at line 250)
+- Test: `fusion_repairs/tests/test_maintenance_foundation.py`
+
+- [ ] **Step 1: Write the failing tests**
+```python
+    def _make_product(self, **kw):
+        vals = {'name': 'Stairlift Unit', 'type': 'consu',
+                'x_fc_repair_category_id': self.category.id}
+        vals.update(kw)
+        return self.env['product.product'].create(vals)
+
+    def _confirm_so(self, product, commitment='2026-01-10'):
+        so = self.env['sale.order'].create({
+            'partner_id': self.partner.id,
+            'commitment_date': commitment,
+            'order_line': [(0, 0, {'product_id': product.id, 'product_uom_qty': 1})],
+        })
+        so.action_confirm()
+        return so
+
+    def _contracts_for(self, so):
+        return self.env['fusion.repair.maintenance.contract'].search(
+            [('original_sale_order_id', '=', so.id)])
+
+    def test_no_contract_when_category_not_maintainable(self):
+        cat = self.env['fusion.repair.product.category'].create(
+            {'name': 'Cane', 'code': 'cane', 'x_fc_maintenance_enabled': False})
+        so = self._confirm_so(self._make_product(x_fc_repair_category_id=cat.id))
+        self.assertFalse(self._contracts_for(so))
+
+    def test_contract_created_via_category_policy(self):
+        so = self._confirm_so(self._make_product())
+        contracts = self._contracts_for(so)
+        self.assertEqual(len(contracts), 1)
+        c = contracts
+        self.assertEqual(c.interval_months, 6)
+        self.assertEqual(c.x_fc_maintenance_fee, 149.0)
+        self.assertEqual(c.x_fc_source, 'sale')
+        self.assertEqual(c.x_fc_policy_category_id, self.category)
+        # anchor = commitment_date + 6 months
+        self.assertEqual(str(c.next_due_date), '2026-07-10')
+
+    def test_product_override_beats_category(self):
+        p = self._make_product()
+        p.product_tmpl_id.x_fc_maintenance_interval_months = 3
+        p.product_tmpl_id.x_fc_maintenance_fee = 199.0
+        so = self._confirm_so(p)
+        c = self._contracts_for(so)
+        self.assertEqual(c.interval_months, 3)
+        self.assertEqual(c.x_fc_maintenance_fee, 199.0)
+
+    def test_idempotent_on_reconfirm(self):
+        p = self._make_product()
+        so = self._confirm_so(p)
+        so._spawn_maintenance_contracts()  # call again
+        self.assertEqual(len(self._contracts_for(so)), 1)
+```
+
+- [ ] **Step 2: Run to verify they fail** — contracts not created (trigger not wired) → assertions fail.
+
+- [ ] **Step 3: Rewrite `_spawn_maintenance_contracts` + add the anchor helper**
+
+Replace the body of `_spawn_maintenance_contracts` (lines 198-227) and add the helper, in the `SaleOrder` class of `maintenance_contract.py`:
+```python
+    def _fc_maintenance_anchor_date(self, line):
+        """Best-available delivery anchor: commitment_date -> date_order -> today.
+        (Non-ADP/lift units lack a delivery date; this fallback chain handles them.)"""
+        so = line.order_id
+        anchor = so.commitment_date or so.date_order
+        return fields.Date.to_date(anchor) if anchor else fields.Date.context_today(self)
+
+    def _spawn_maintenance_contracts(self):
+        """Create a priced maintenance contract per maintainable unit on a confirmed SO.
+        Policy = product interval override, else the product's category policy.
+        Idempotent: by serial when captured, else by source sale line."""
+        Contract = self.env['fusion.repair.maintenance.contract'].sudo()
+        for so in self:
+            if so.state not in ('sale', 'done'):
+                continue
+            for line in so.order_line:
+                product = line.product_id
+                if not product:
+                    continue
+                tmpl = product.product_tmpl_id
+                category = tmpl.x_fc_repair_category_id
+                product_interval = tmpl.x_fc_maintenance_interval_months or 0
+                cat_enabled = bool(category) and category.x_fc_maintenance_enabled
+                interval = product_interval or (
+                    category.x_fc_maintenance_interval_months if cat_enabled else 0)
+                if interval <= 0 or not (product_interval > 0 or cat_enabled):
+                    continue
+                fee = tmpl.x_fc_maintenance_fee or (
+                    category.x_fc_maintenance_fee if category else 0.0)
+                # Capture serial only if fusion_claims' line field is present.
+                serial = ''
+                if 'x_fc_serial_number' in line._fields:
+                    serial = (line.x_fc_serial_number or '').strip()
+                # Idempotency: serial regime vs source-line regime (spec §6.2).
+                if serial:
+                    dedup = [('state', '=', 'active'), ('x_fc_device_serial', '=', serial)]
+                else:
+                    dedup = [('state', '=', 'active'),
+                             ('x_fc_source_sale_line_id', '=', line.id)]
+                if Contract.search_count(dedup):
+                    continue
+                anchor = so._fc_maintenance_anchor_date(line)
+                # One contract per serialized unit; without a serial, per quantity.
+                count = 1 if serial else max(int(line.product_uom_qty or 1), 1)
+                for _i in range(count):
+                    Contract.create({
+                        'partner_id': so.partner_id.id,
+                        'product_id': product.id,
+                        'original_sale_order_id': so.id,
+                        'x_fc_source_sale_line_id': line.id,
+                        'x_fc_source': 'sale',
+                        'x_fc_device_serial': serial,
+                        'x_fc_policy_category_id': category.id if category else False,
+                        'interval_months': interval,
+                        'x_fc_maintenance_fee': fee,
+                        'next_due_date': anchor + relativedelta(months=interval),
+                        'state': 'active',
+                    })
+```
+
+- [ ] **Step 4: Wire it into the existing `action_confirm`**
+
+In `repair_service_plan.py`, in `action_confirm`, change line 249-250 from:
+```python
+        self._fc_spawn_labor_warranties()
+        return res
+```
+to:
+```python
+        self._fc_spawn_labor_warranties()
+        self._spawn_maintenance_contracts()
+        return res
+```
+
+- [ ] **Step 5: Run to verify the Task-4 tests pass** — all four PASS.
+
+- [ ] **Step 6: Commit**
+```bash
+git add fusion_repairs/models/maintenance_contract.py fusion_repairs/models/repair_service_plan.py fusion_repairs/tests/test_maintenance_foundation.py
+git commit -m "feat(fusion_repairs): spawn priced maintenance contracts on sale confirm"
+```
+
+---
+
+## Task 5: Show the fee in the reminder email
+
+**Files:**
+- Modify: `fusion_repairs/data/mail_template_data.xml` (the `email_template_maintenance_due_reminder` record)
+
+- [ ] **Step 1: Read the current template**
+
+Run:
+```bash
+docker exec odoo-modsdev-app sh -c "grep -n 'email_template_maintenance_due_reminder' /mnt/odoo-modules/fusion_repairs/data/mail_template_data.xml"
+```
+Then open that record's `<field name="body_html">` and find the equipment-name / due-date details table (the green-accent reminder).
+
+- [ ] **Step 2: Add a fee row to the details table**
+
+Inside the details table of the reminder body, after the "Next due" row, add (Canadian English, `$` + currency):
+```xml
+<tr t-if="object.x_fc_maintenance_fee">
+  <td style="opacity:0.6;width:35%;">Maintenance fee</td>
+  <td><span t-field="object.x_fc_maintenance_fee"
+            t-options='{"widget": "monetary", "display_currency": object.currency_id}'/>
+      <span style="opacity:0.6;"> + applicable tax</span></td>
+</tr>
+```
+
+- [ ] **Step 3: Upgrade + manually verify the rendered email**
+
+Run:
+```bash
+docker exec odoo-modsdev-app odoo -d fusion-dev -u fusion_repairs --stop-after-init
+```
+Then in odoo-shell render the template for a contract with a fee and confirm the fee line appears:
+```bash
+docker exec odoo-modsdev-app odoo shell -d fusion-dev --no-http <<'PY'
+c = env['fusion.repair.maintenance.contract'].search([('x_fc_maintenance_fee','>',0)], limit=1)
+tpl = env.ref('fusion_repairs.email_template_maintenance_due_reminder')
+print('FEE' if 'applicable tax' in tpl._render_field('body_html', c.ids)[c.id] else 'MISSING')
+PY
+```
+Expected: `FEE`.
+
+- [ ] **Step 4: Commit**
+```bash
+git add fusion_repairs/data/mail_template_data.xml
+git commit -m "feat(fusion_repairs): show maintenance fee in due-reminder email"
+```
+
+---
+
+## Task 6: Expose policy fields in the category form + bump version
+
+**Files:**
+- Modify: `fusion_repairs/views/repair_product_category_views.xml`
+- Modify: `fusion_repairs/__manifest__.py`
+
+- [ ] **Step 1: Read the category form view**
+
+Run:
+```bash
+docker exec odoo-modsdev-app sh -c "grep -n 'fusion.repair.product.category' /mnt/odoo-modules/fusion_repairs/views/repair_product_category_views.xml | head"
+```
+Locate the `<form>` for the category.
+
+- [ ] **Step 2: Add a Maintenance group to the form**
+
+Inside the category form sheet, add:
+```xml
+<group string="Maintenance Policy">
+    <field name="x_fc_maintenance_enabled"/>
+    <field name="x_fc_maintenance_interval_months"
+           invisible="not x_fc_maintenance_enabled"/>
+    <field name="x_fc_maintenance_fee"
+           invisible="not x_fc_maintenance_enabled"/>
+    <field name="x_fc_maintenance_service_product_id"
+           invisible="not x_fc_maintenance_enabled"/>
+    <field name="currency_id" invisible="1"/>
+</group>
+```
+
+- [ ] **Step 3: Bump the version**
+
+In `fusion_repairs/__manifest__.py`, change `'version': '19.0.2.2.6',` to `'version': '19.0.2.3.0',`.
+
+- [ ] **Step 4: Upgrade + run the full test module green**
+
+Run:
+```bash
+docker exec odoo-modsdev-app odoo -d fusion-dev --test-enable --test-tags /fusion_repairs -u fusion_repairs --stop-after-init --http-port=0 --gevent-port=0 2>&1 | tail -40
+```
+Expected: all `TestMaintenanceFoundation` tests PASS, 0 failures, module loads.
+
+- [ ] **Step 5: Commit**
+```bash
+git add fusion_repairs/views/repair_product_category_views.xml fusion_repairs/__manifest__.py
+git commit -m "feat(fusion_repairs): category maintenance-policy UI + version 19.0.2.3.0"
+```
+
+---
+
+## Self-Review (against the spec)
+
+- **Spec §2 D2 (flat fee per type):** Tasks 1-2 (policy on category + product override), Task 4 (fee snapshot on contract), Task 5 (fee in email). ✓
+- **Spec §3.2 gap #1 (dead trigger):** Task 4 fixes + wires `_spawn_maintenance_contracts`. ✓
+- **Spec §3.2 gap #3 (no cost shown):** Task 5. ✓
+- **Spec §5.1 / §5.2 (policy + contract fields):** Tasks 1-3. ✓
+- **Spec §6.1 (new-sale path, delivery anchor, idempotent, serial when present):** Task 4 (`_fc_maintenance_anchor_date`, two-regime dedup, guarded serial capture). ✓
+- **Deferred to Plan 2:** `x_fc_maintenance_skill_id` (skills representation is §15 open item) — noted in File Structure.
+- **No placeholders:** every code step shows complete code; the two "read first" steps (Tasks 5-6) target XML whose exact surrounding markup must be read live before editing, and give the exact snippet to insert.
+- **Type consistency:** `x_fc_maintenance_fee` Monetary + `currency_id` used identically on category, product, contract; `_spawn_maintenance_contracts` / `_fc_maintenance_anchor_date` names consistent between maintenance_contract.py and the call site in repair_service_plan.py.
+
+---
+
+## Roadmap — Plans 2–5 (write each when reached; each needs its own live-source reads per spec §15)
+
+- **Plan 2 — Technician-aware booking** (the largest build): read `fusion_tasks/models/technician_task.py` `_find_next_available_slot` (line 544) / `_get_available_gaps` (line 664) signatures + working-hours source; add `x_fc_maintenance_skill_id` to the category and confirm the `res.users.x_fc_repair_skills` representation; replace the `<input type="date">` booking page with a real slot-picker controller; on confirm create a `fusion.technician.task` (`task_type='maintenance'`) + the maintenance `repair.order`; double-book guard; office "Book maintenance" action; per-cycle `booking_token` regen in `roll_next_due_date`. Delivers: real self-serve booking.
+- **Plan 3 — Maintenance visit log + checklist**: read the visit-report wizard + the inspection-certificate (M1) API; add `fusion.repair.maintenance.visit` + `fusion.repair.maintenance.checklist.line`; seed checklists per category; issue an inspection certificate for `safety_critical` categories. Delivers: queryable per-unit history + compliance proof.
+- **Plan 4 — Backfill wizard** (two-regime, spec §6.2): `fusion.repair.maintenance.backfill.wizard`; serial dedup for ADP wheelchairs (guarded `fusion_claims` read), partner+base-product+sale-line dedup for lifts with accessory-line exclusion; stagger; dry-run report → execute. Delivers: the existing install base enrolled.
+- **Plan 5 — Office follow-up crons**: `unbooked` + `overdue` crons gated on the existing `ir.config_parameter` toggles; per-row savepoint isolation. Delivers: staff nudges when clients don't self-serve.

docs/superpowers/plans/2026-06-02-nexacloud-cutover-01-odoo-cancel-endpoint.md

@@ -0,0 +1,298 @@
+# NexaCloud→Odoo Cutover — Plan 01: Odoo subscription-cancel endpoint
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** Add the one inbound endpoint NexaCloud's deprovision path needs — cancel (close) a subscription — to `fusion_centralize_billing`, with the same auth model the other endpoints already use.
+
+**Architecture:** New `fusion.billing.service._api_cancel_subscription(external_ref)` resolves the subscription via the existing `_fc_resolve_subscription`, enforces the same "partner must be linked to this service" authorization as `_api_record_usage`, and closes it with Odoo 19's native `set_close()` (→ `subscription_state='6_churn'`). A `DELETE /api/billing/v1/subscriptions/<ref>` route wraps it.
+
+**Tech Stack:** Odoo 19 Enterprise (`sale_subscription`), Python, Odoo `TransactionCase` tests.
+
+**Spec:** [`2026-06-02-nexacloud-odoo-billing-cutover-design.md`](../specs/2026-06-02-nexacloud-odoo-billing-cutover-design.md) §4.1.3
+
+---
+
+## ⚠ Test harness (supersedes any `-d nexamain` command below)
+
+**NEVER run `-u` / `--test-enable` against the live `nexamain` DB.** Tests run in an **isolated throwaway container** against a dedicated DB, reading a **separate** addons copy so the live module is never touched:
+
+```
+# 1) edit files on branch feat/nexacloud-odoo-billing-cutover, then sync the changed
+#    module files to the staging addons copy on odoo-nexa:
+#      /opt/odoo/custom-addons-staging/fusion_centralize_billing/...
+# 2) run (ssh odoo-nexa):
+docker run --rm --network odoo_odoo-network \
+  -v /opt/odoo/custom-addons-staging:/mnt/extra-addons:ro \
+  -v /opt/odoo/enterprise-addons:/mnt/enterprise-addons:ro \
+  -v /opt/odoo/odoo.conf:/etc/odoo/odoo.conf:ro \
+  -v /opt/odoo/staging-data:/var/lib/odoo \
+  odoo-nexa:19 -c /etc/odoo/odoo.conf -d fcb_test \
+  --db_host=db --db_user=odoo \
+  --addons-path=/usr/lib/python3/dist-packages/odoo/addons,/mnt/extra-addons,/mnt/enterprise-addons \
+  --test-enable --test-tags /fusion_centralize_billing:TestSubscriptionCancel \
+  -u fusion_centralize_billing --stop-after-init --no-http
+```
+- `fcb_test` is a **fresh** install DB (not a prod clone). `nexamain_staging` is a prod clone kept for later integration/importer plans.
+- **Scope each step's run to the relevant test class** (`:TestSubscriptionCancel`, `:TestSubscriptionCancelHttp`). The wider suite is **not hermetic yet** (see Plan 00) — `test_invoice_ledger` needs a configured Canadian CoA/active CAD/HST; `test_usage`/`test_webhook` collide with cloned prod data. Don't gate this plan on those.
+- The per-step `Run:` blocks below that mention `-d nexamain` are **illustrative only — use this harness instead.**
+
+> **Prerequisite — Plan 00 (make the suite hermetic):** before green-baseline TDD, fix fixtures so the whole suite passes on `fcb_test`: `setUp` should get-or-create the `nexacloud`/`cpu_seconds` records (idempotent), and a test-setup helper must ensure an active CAD currency + a Canadian CoA + a 13% HST sale tax. Tracked as its own plan; recommended before Plan 01 execution.
+
+---
+
+## Increment plan sequence (this is Plan 01 of 6)
+
+Each is its own plan doc + its own working, testable deliverable. Order reflects dependencies:
+
+1. **Odoo: subscription-cancel endpoint** ← *this doc* (unblocked; no external decisions).
+2. **Odoo: NexaCloud charge catalog** — products + `sale.subscription.plan` (`NC-PLAN-*`) + `fusion.billing.charge` (cpu_seconds quota/overage). **Blocked on confirming real NexaCloud plan pricing/quotas** (open review Q#1) before it can be written placeholder-free.
+3. **Odoo: importer go-forward subscriptions** — extend `wizards/import_wizard.py` to create one shadow `sale.order` per active deployment with go-forward `next_invoice_date`; the safety test that asserts **no past-period invoice** is the centrepiece (guards against the 2026-05-27 Lago re-bill).
+4. **NexaCloud: adapter activation** — config (`odoo_billing_base_url`/`api_key`/staged enable), customer + subscription create/cancel calls, reconciliation-amount push.
+5. **NexaCloud: control-loop receiver** — activate `/billing/webhooks/central` HMAC verify → suspend/restore/deprovision via `network_isolation`/`throttle_checker`/`resource_manager`.
+6. **Dual-run + gated flip** — operational runbook: shadow ≥1 cycle, reconcile to cent, then the reversible flip flag.
+
+---
+
+## File structure (this plan)
+
+- Modify: `fusion_centralize_billing/models/service.py` — add `_api_cancel_subscription`.
+- Modify: `fusion_centralize_billing/controllers/api.py` — add `DELETE /subscriptions/<ref>`.
+- Create: `fusion_centralize_billing/tests/test_subscription_cancel.py` — service-method + authorization tests.
+- Modify: `fusion_centralize_billing/tests/__init__.py` — import the new test module.
+
+Run tests (from `K:\Github\CLAUDE.md` workflow, adapted to odoo-nexa):
+```
+ssh odoo-nexa "docker exec odoo-nexa-app odoo -d nexamain --test-enable --test-tags /fusion_centralize_billing -u fusion_centralize_billing --stop-after-init"
+```
+
+---
+
+### Task 1: `_api_cancel_subscription` service method
+
+**Files:**
+- Modify: `fusion_centralize_billing/models/service.py` (add method after `_api_create_subscription`, ~line 250)
+- Create: `fusion_centralize_billing/tests/test_subscription_cancel.py`
+- Modify: `fusion_centralize_billing/tests/__init__.py`
+
+- [ ] **Step 0: Verify the Odoo 19 close method (do NOT code from memory — per `K:\Github\CLAUDE.md`)**
+
+Run:
+```
+ssh odoo-nexa "docker exec odoo-nexa-app grep -nE 'def set_close|def set_open|6_churn' /mnt/enterprise-addons/sale_subscription/models/sale_order.py | head"
+```
+Expected: a `def set_close(self...)` exists and sets `subscription_state='6_churn'`. If the method name differs in this build, use the actual name in Step 3 and the assertion in Step 1.
+
+- [ ] **Step 1: Write the failing test**
+
+Create `fusion_centralize_billing/tests/test_subscription_cancel.py`:
+```python
+# -*- coding: utf-8 -*-
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestSubscriptionCancel(TransactionCase):
+
+    def setUp(self):
+        super().setUp()
+        self.plan = self.env['sale.subscription.plan'].sudo().create(
+            {'name': 'Monthly', 'billing_period_value': 1, 'billing_period_unit': 'month'})
+        self.product = self.env['product.product'].sudo().create(
+            {'name': 'NexaCloud Plan', 'type': 'service',
+             'recurring_invoice': True, 'list_price': 49.0})
+        self.svc_a = self.env['fusion.billing.service'].sudo().create(
+            {'name': 'NexaCloud', 'code': 'nexacloud'})
+        self.svc_b = self.env['fusion.billing.service'].sudo().create(
+            {'name': 'Other', 'code': 'other'})
+        self.svc_a._api_upsert_customer({'external_id': 'user-1', 'name': 'Acme'})
+        res = self.svc_a._api_create_subscription({
+            'external_customer_id': 'user-1', 'plan_id': self.plan.id,
+            'lines': [{'product_id': self.product.id, 'quantity': 1}]})
+        self.sub = self.env['sale.order'].browse(res['subscription_id'])
+
+    def test_cancel_closes_subscription(self):
+        self.assertEqual(self.sub.subscription_state, '3_progress')
+        res = self.svc_a._api_cancel_subscription(str(self.sub.id))
+        self.assertEqual(res['status'], 'ok')
+        self.assertEqual(self.sub.subscription_state, '6_churn')
+
+    def test_cancel_is_idempotent(self):
+        self.svc_a._api_cancel_subscription(str(self.sub.id))
+        res = self.svc_a._api_cancel_subscription(str(self.sub.id))
+        self.assertEqual(res['status'], 'ok')
+        self.assertEqual(self.sub.subscription_state, '6_churn')
+
+    def test_cancel_unknown_subscription_rejected(self):
+        res = self.svc_a._api_cancel_subscription('999999999')
+        self.assertEqual(res['status'], 'error')
+        self.assertEqual(res['error'], 'unknown subscription')
+
+    def test_cancel_cross_service_rejected(self):
+        # svc_b is not linked to the customer that owns self.sub
+        res = self.svc_b._api_cancel_subscription(str(self.sub.id))
+        self.assertEqual(res['status'], 'error')
+        self.assertEqual(res['error'], 'unknown subscription')
+        self.assertEqual(self.sub.subscription_state, '3_progress')
+
+    def test_cancel_missing_id_rejected(self):
+        res = self.svc_a._api_cancel_subscription('')
+        self.assertEqual(res['status'], 'error')
+```
+
+Append to `fusion_centralize_billing/tests/__init__.py`:
+```python
+from . import test_subscription_cancel
+```
+
+- [ ] **Step 2: Run the test to verify it fails**
+
+Run:
+```
+ssh odoo-nexa "docker exec odoo-nexa-app odoo -d nexamain --test-enable --test-tags /fusion_centralize_billing:TestSubscriptionCancel -u fusion_centralize_billing --stop-after-init"
+```
+Expected: FAIL — `AttributeError: 'fusion.billing.service' object has no attribute '_api_cancel_subscription'`.
+
+- [ ] **Step 3: Implement the method**
+
+In `fusion_centralize_billing/models/service.py`, add immediately after `_api_create_subscription`:
+```python
+    def _api_cancel_subscription(self, external_ref):
+        """Cancel (close) the subscription identified by ``external_ref``.
+
+        Authorization mirrors ``_api_record_usage``: the resolved sale.order must
+        exist, be a subscription, and belong to a customer THIS service is linked
+        to. Idempotent — closing an already-churned subscription returns ok.
+        Validation (C3): an empty ref returns a 4xx-shaped error, never raises.
+        """
+        self.ensure_one()
+        if external_ref in (None, ''):
+            return {'status': 'error', 'error': 'subscription id required'}
+        sub = self._fc_resolve_subscription(external_ref)
+        linked_partners = self.account_link_ids.mapped('partner_id')
+        if not sub.exists() or not sub.is_subscription \
+                or sub.partner_id not in linked_partners:
+            return {'status': 'error', 'error': 'unknown subscription'}
+        if sub.subscription_state != '6_churn':
+            sub.set_close()
+        return {'status': 'ok', 'subscription_id': sub.id,
+                'subscription_state': sub.subscription_state}
+```
+
+- [ ] **Step 4: Run the test to verify it passes**
+
+Run:
+```
+ssh odoo-nexa "docker exec odoo-nexa-app odoo -d nexamain --test-enable --test-tags /fusion_centralize_billing:TestSubscriptionCancel -u fusion_centralize_billing --stop-after-init"
+```
+Expected: PASS — 5 tests, 0 failures. (If `set_close()` was a different name in Step 0, use that name here and re-run.)
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add fusion_centralize_billing/models/service.py fusion_centralize_billing/tests/test_subscription_cancel.py fusion_centralize_billing/tests/__init__.py
+git commit -m "feat(billing): add _api_cancel_subscription (close sub, service-scoped authz)"
+```
+
+---
+
+### Task 2: `DELETE /subscriptions/<ref>` route
+
+**Files:**
+- Modify: `fusion_centralize_billing/controllers/api.py` (add route after `post_subscription`, ~line 95)
+- Modify: `fusion_centralize_billing/tests/test_subscription_cancel.py` (add an HTTP-layer test)
+
+- [ ] **Step 1: Write the failing test (HTTP layer)**
+
+Append to `tests/test_subscription_cancel.py` a class that exercises the route through Odoo's test client. Add the import at the top of the file:
+```python
+from odoo.tests import HttpCase
+```
+Then append:
+```python
+@tagged('post_install', '-at_install')
+class TestSubscriptionCancelHttp(HttpCase):
+
+    def setUp(self):
+        super().setUp()
+        self.plan = self.env['sale.subscription.plan'].sudo().create(
+            {'name': 'Monthly', 'billing_period_value': 1, 'billing_period_unit': 'month'})
+        self.product = self.env['product.product'].sudo().create(
+            {'name': 'NexaCloud Plan', 'type': 'service',
+             'recurring_invoice': True, 'list_price': 49.0})
+        self.svc = self.env['fusion.billing.service'].sudo().create(
+            {'name': 'NexaCloud', 'code': 'nexacloud'})
+        self.raw_key = self.svc.action_generate_api_key()
+        self.svc._api_upsert_customer({'external_id': 'user-1', 'name': 'Acme'})
+        res = self.svc._api_create_subscription({
+            'external_customer_id': 'user-1', 'plan_id': self.plan.id,
+            'lines': [{'product_id': self.product.id, 'quantity': 1}]})
+        self.sub_id = res['subscription_id']
+        self.env.cr.commit()
+        self.addCleanup(self._cleanup)
+
+    def _cleanup(self):
+        self.env['sale.order'].browse(self.sub_id).sudo().unlink()
+
+    def test_delete_requires_auth(self):
+        resp = self.url_open(
+            "/api/billing/v1/subscriptions/%s" % self.sub_id,
+            method='DELETE')
+        self.assertEqual(resp.status_code, 401)
+
+    def test_delete_cancels_with_valid_key(self):
+        resp = self.url_open(
+            "/api/billing/v1/subscriptions/%s" % self.sub_id,
+            method='DELETE',
+            headers={'Authorization': 'Bearer %s' % self.raw_key})
+        self.assertEqual(resp.status_code, 200)
+        self.assertEqual(resp.json()['subscription_state'], '6_churn')
+```
+
+- [ ] **Step 2: Run the test to verify it fails**
+
+Run:
+```
+ssh odoo-nexa "docker exec odoo-nexa-app odoo -d nexamain --test-enable --test-tags /fusion_centralize_billing:TestSubscriptionCancelHttp -u fusion_centralize_billing --stop-after-init"
+```
+Expected: FAIL — the DELETE route returns 404 (route not registered) so the assertions fail.
+
+- [ ] **Step 3: Implement the route**
+
+In `fusion_centralize_billing/controllers/api.py`, add after `post_subscription`:
+```python
+    @http.route(f"{API_BASE}/subscriptions/<sub_ref>", type="http", auth="none",
+                methods=["DELETE"], csrf=False)
+    def delete_subscription(self, sub_ref, **kw):
+        service = self._authenticate()
+        if not service:
+            return self._json({"error": "unauthorized"}, status=401)
+        result = service._api_cancel_subscription(sub_ref)
+        if result.get("status") == "error":
+            status = 404 if result.get("error") == "unknown subscription" else 400
+            return self._json(result, status=status)
+        return self._json(result)
+```
+
+- [ ] **Step 4: Run the test to verify it passes**
+
+Run:
+```
+ssh odoo-nexa "docker exec odoo-nexa-app odoo -d nexamain --test-enable --test-tags /fusion_centralize_billing:TestSubscriptionCancelHttp -u fusion_centralize_billing --stop-after-init"
+```
+Expected: PASS — 2 tests, 0 failures.
+
+- [ ] **Step 5: Commit**
+
+```bash
+git add fusion_centralize_billing/controllers/api.py fusion_centralize_billing/tests/test_subscription_cancel.py
+git commit -m "feat(billing): DELETE /api/billing/v1/subscriptions/<ref> cancel route"
+```
+
+---
+
+## Self-review
+
+- **Spec coverage:** §4.1.3 "add subscription cancel (`DELETE /subscriptions/:id`)" → Tasks 1+2. ✔
+- **Placeholder scan:** none — all code is concrete; Step 0 verifies the one Odoo-internal name (`set_close`) against the live container instead of assuming.
+- **Type consistency:** `_api_cancel_subscription` returns the same `{'status','subscription_id','subscription_state'}` shape as `_api_create_subscription`; error shape matches `_api_record_usage` (`{'status':'error','error':...}`); resolver reused (`_fc_resolve_subscription`) so cross-service rejection is identical to `/usage`. ✔
+- **Authorization parity:** cancel uses the exact `not sub.exists() or not sub.is_subscription or sub.partner_id not in linked_partners` guard as `_api_record_usage`. ✔

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

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

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

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

docs/superpowers/specs/2026-06-02-fusion-maintenance-design.md

@@ -0,0 +1,298 @@
+# fusion_maintenance — Design Spec
+
+> Automated preventive‑maintenance follow‑ups + self‑serve real‑time booking for Westin
+> medical mobility equipment (stair lifts, porch lifts, lift chairs, wheelchairs, power
+> wheelchairs/scooters), to keep clients on schedule and turn service into recurring revenue.
+
+| | |
+|---|---|
+| **Status** | Design **approved** (brainstorm dialogue 2026‑06‑02). Ready for implementation plan. |
+| **Implemented by** | **Extending `fusion_repairs`** (no new module). Version bump. |
+| **Target instance** | Westin production — host `odoo-westin` (192.168.1.40), container `odoo-dev-app`, DB `westin-v19`. One company / one DB running `fusion_claims` (live) + `fusion_repairs` (to be deployed). |
+| **Relates to** | [`docs/plans/fusion_maintenance_brainstorm.md`](../../plans/fusion_maintenance_brainstorm.md) (brief + Step 0 + sizing), [`2026-05-20-fusion-repairs-design.md`](2026-05-20-fusion-repairs-design.md) (base module). |
+| **Next step** | `writing-plans` → implementation plan. **No code until the plan is written and this spec is reviewed.** |
+
+---
+
+## 1. Goal
+
+Westin sells/services mobility equipment that needs preventive maintenance every **1–6 months
+depending on the product**. Today there is no system keeping clients on schedule. We want:
+
+1. The system **automatically emails the client** when a unit is due for maintenance.
+2. The client can **book the visit themselves** (real‑time, self‑serve, no login) **or** call the
+   office and staff book it for them.
+3. The booking **lands in our scheduling/calendar** as a real technician job.
+4. The **technician accesses and updates the maintenance log** on the visit; the system keeps the
+   full history per unit.
+5. The **next maintenance is auto‑rescheduled** → recurring loop.
+6. The client is **told the cost** up front.
+7. Outcome: clients stay on track **and** Westin gains **recurring revenue**.
+8. Design/UX stays **consistent with `fusion_claims`** (branded emails, `x_fc_` naming, Canadian
+   English, `$`+`currency_id`).
+
+## 2. Locked decisions (from the brainstorm)
+
+| # | Decision | Choice | Why |
+|---|----------|--------|-----|
+| D1 | Separate module vs. part of `fusion_repairs` | **Build into `fusion_repairs`** | The maintenance engine already lives there (~90% built); a separate module would duplicate it. fusion_repairs already owns the equipment categories, `repair.order`, technician tasks, service plans, and the Westin rate card. |
+| D2 | Pricing / revenue model | **Flat fee per equipment type** | Transparent cost to show the client; recurring per‑visit revenue. Configured per equipment **category** with per‑product override. |
+| D3 | Enrollment scope | **New sales + backfill existing install base** | The recurring revenue and "keep clients on track" value is in the *existing* base, not just future sales. |
+| D4 | Booking engine | **Technician‑aware picker on `fusion_tasks`** (NOT Enterprise `appointment`) | Clients see only slots a qualified tech is genuinely free for (route/skill‑aware); booking creates the technician task directly — one scheduling world, no appointment↔task bridge. Bonus: **no Enterprise dependency → Community‑testable locally.** |
+
+## 3. Grounding (verified, not assumed)
+
+### 3.1 What `fusion_repairs` ALREADY has (reuse — do not rebuild)
+Source: [`fusion_repairs/models/maintenance_contract.py`](../../../fusion_repairs/models/maintenance_contract.py), [`technician_task.py`](../../../fusion_repairs/models/technician_task.py), [`repair_service_plan.py`](../../../fusion_repairs/models/repair_service_plan.py), `cloud.md`.
+
+- `fusion.repair.maintenance.contract` — partner/product/lot/original_SO, `interval_months`,
+  `last_service_date`, `next_due_date`, state machine (`draft/active/paused/cancelled`),
+  `booking_token` (unique), `last_reminder_band`, `booking_repair_id`. `roll_next_due_date()`
+  advances the cycle correctly via `relativedelta`.
+- Reminder cron `cron_send_due_reminders` — daily, **30/7/1‑day** bands, per‑band dedup, queued
+  branded email `email_template_maintenance_due_reminder` with the tokenized link.
+- Public booking controller `/repairs/maintenance/book/<token>` — `auth='public'`, token‑validated,
+  already‑booked guard, thanks page.
+- `create_repair_from_booking()` — spawns a `repair.order` (`x_fc_intake_source='client_portal'`),
+  links `x_fc_maintenance_contract_id`, dedups.
+- **Roll‑forward** on technician task completion ([`technician_task.py:88`](../../../fusion_repairs/models/technician_task.py:88)): when a `task_type='maintenance'` task → `status='completed'`, sets `last_service_date`, calls `roll_next_due_date()`, posts chatter. **This is the recurring loop.**
+- Pre‑paid **service‑plan subscriptions** (`fusion.repair.service.plan.subscription`) wired to
+  `sale.order.action_confirm()` + visit burn engine (revenue primitive; optional here).
+- **Rate card** (`fusion.repair.callout.rate`, standard vs `lift_elevating`), `repair.order.x_fc_quote_total`.
+- **Equipment category taxonomy** (`fusion.repair.product.category`): stairlift / porch_lift /
+  lift_chair flagged `equipment_class=lift_elevating`, `safety_critical=True`.
+- **Inspection certificate** (`fusion.repair.inspection.certificate`, M1 — Done): PDF + expiry cron.
+- Visit‑report wizard (signature, parts, labour timer).
+- `product.template.x_fc_maintenance_interval_months` (exists, [product_template.py:23](../../../fusion_repairs/models/product_template.py:23)).
+- `fusion_tasks` availability engine: [`_find_next_available_slot(tech_id, date, ...)`](../../../fusion_tasks/models/technician_task.py:544) and [`_get_available_gaps(tech_id, date, ...)`](../../../fusion_tasks/models/technician_task.py:664) — **route‑aware** (tech start address + geocoding + travel). Tech skills on `res.users.x_fc_repair_skills`.
+
+### 3.2 The 4 gaps this spec closes
+1. **Contract auto‑creation trigger is dead code** — `_spawn_maintenance_contracts()` is defined on
+   `sale.order` ([maintenance_contract.py:198](../../../fusion_repairs/models/maintenance_contract.py:198)) but **never called**. No `action_confirm` override invokes it → no contracts exist today.
+2. **No real booking** — the booking page is a bare `<input type="date">` ("a team member will call
+   to confirm"); no availability, no slots, no calendar/task. **This is the main new build.**
+3. **No cost shown to the client** anywhere (email or booking page).
+4. **No auto tech‑task creation, no structured maintenance log, no office‑follow‑up crons**
+   (`ir.config_parameter` toggles exist; no cron/Python).
+
+### 3.3 Install‑base sizing (Westin live, 2026‑06‑02)
+- Serial numbers are captured **~only on real equipment** (parts have 0 serials) → `x_fc_serial_number`
+  is a de‑facto "trackable unit" marker and the natural **idempotency key**.
+- ADP‑side base ≈ **138 serial‑tracked units / ~136 customers** (walkers 68, wheelchairs 45, power
+  bases 7, scooters 4, +14 no‑device‑type). Funders: adp 109, direct_private 13, adp_odsp 10,
+  march_of_dimes 7. Deliveries 2022‑10 → 2026‑05.
+- **Lifts (sized 2026‑06‑02; name‑based, approximate)** — a LARGE base in Westin's Odoo: stair lifts
+  ~254 customers (416 lines incl. accessories), porch/VPL ~30 customers (75 lines), lift chairs ~41
+  customers (47 lines) — real products (Access BDD, Handicare, Serenity VPL, Pride VivaLift). **But lift
+  serial coverage is ~0** (12/416 stairlift lines, 0 VPL, 2 lift‑chair). So the serial‑as‑unit‑key
+  approach that works for ADP wheelchairs **does NOT work for lifts** — lifts must be keyed by
+  (partner + base‑unit product + sale line), excluding accessory lines (curves, rails, remotes, charging
+  stations, rentals). This splits the backfill into two regimes (§6.2).
+- Two backfill data gaps: 14 units have no device_type (need product/manual category); non‑ADP units
+  lack `x_fc_adp_delivery_date` (need an invoice/order‑date fallback anchor).
+
+## 4. Architecture
+
+Extend `fusion_repairs`. No new module, no new top‑level dependency for the core flow (booking uses
+`fusion_tasks`, already a hard dep; pricing/Poynt already deps). The optional `fusion_claims` read
+for the wheelchair backfill is a **soft** dependency (guarded `if 'fusion.claims' model present`),
+so `fusion_repairs` still installs/test‑runs without `fusion_claims` on local dev.
+
+Reuse map: contract engine (extend), `fusion.technician.task` (booking target + availability +
+roll‑forward), `repair.order` (visit container/pricing/Poynt), inspection certificate (lift
+compliance), visit‑report wizard (extend with checklist), branded email pattern, rate card.
+
+## 5. Data model
+
+All new fields `x_fc_`, Canadian English labels, Monetary = `$` + `currency_id`.
+
+### 5.1 Maintenance policy — on `fusion.repair.product.category` ("per equipment type")
+- `x_fc_maintenance_enabled` (Boolean) — is this category maintainable?
+- `x_fc_maintenance_interval_months` (Integer) — default cadence (1–6+).
+- `x_fc_maintenance_fee` (Monetary, `currency_id`) — the **flat fee** shown to the client.
+- `x_fc_maintenance_skill_id` — the technician skill the booking matches on (maps to
+  `res.users.x_fc_repair_skills`). **If skills are already category‑based** (a tech's
+  `x_fc_repair_skills` are equipment categories), drop this field and simply match technicians whose
+  skills include *this* category — confirm the skills representation before modelling (§15).
+- `x_fc_maintenance_service_product_id` (M2O `product.product`, optional) — the service product used
+  when drafting the priced invoice/SO line; falls back to a generic "Maintenance visit" product.
+
+**Per‑product override:** `product.template.x_fc_maintenance_interval_months` (exists) +
+new `product.template.x_fc_maintenance_fee` (Monetary, optional). Resolution order at contract
+creation: product override → category policy.
+
+### 5.2 Extend `fusion.repair.maintenance.contract`
+- `x_fc_maintenance_fee` (Monetary) — resolved price snapshot, shown to client.
+- `x_fc_source` (Selection: `sale` / `backfill` / `claims` / `manual`).
+- `x_fc_source_sale_line_id` (M2O `sale.order.line`) — provenance + idempotency.
+- `x_fc_device_serial` (Char, indexed) — idempotency key (esp. for claims/backfill where no lot).
+- `x_fc_policy_category_id` (M2O `fusion.repair.product.category`).
+- Constraint: at most one **active** contract per `(x_fc_device_serial)` (or per source sale line
+  when serial absent) — declarative `models.Constraint` / partial `models.Index`.
+
+### 5.3 New `fusion.repair.maintenance.visit` (the log)
+A structured, queryable per‑visit record — *not* buried in chatter.
+- `contract_id` (M2O, required), `technician_task_id` (M2O `fusion.technician.task`),
+  `repair_order_id` (M2O `repair.order`, the container), `partner_id`, `product_id`, `lot_id`.
+- `visit_date`, `technician_id` (res.users), `state` (`scheduled/in_progress/done/no_show/cancelled`).
+- `checklist_line_ids` (O2M to `fusion.repair.maintenance.checklist.line`: label, result
+  `pass/fail/na`, note) — items seeded **per equipment category** (lift checklist ≠ wheelchair
+  checklist).
+- `findings` (Html, `Markup()`), `parts_note`, `x_fc_fee` (Monetary), `signature` (Binary),
+  `inspection_certificate_id` (M2O — set for `safety_critical` categories).
+- "log/history" view = the list of visits per contract/unit (smart button on contract + partner).
+
+## 6. Enrollment — two paths
+
+### 6.1 Path A — new sales (fix the dead trigger)
+Override `sale.order.action_confirm()` to call `_spawn_maintenance_contracts()` (reuse the existing
+method; fix + wire it). For each confirmed line whose product/category has
+`x_fc_maintenance_enabled` and a serial/lot:
+- Create one `active` contract per unit (respect quantity), `x_fc_source='sale'`,
+  `x_fc_source_sale_line_id` set, serial captured.
+- `next_due_date = (delivery/commitment date or date_order) + interval` (fallback chain handles
+  non‑ADP units lacking a delivery date).
+- Resolve + snapshot `x_fc_maintenance_fee`.
+- **Idempotent**: skip if an active contract already exists for the serial / sale line.
+
+### 6.2 Path B — backfill existing install base (one‑time wizard, idempotent)
+`fusion.repair.maintenance.backfill.wizard`:
+- **Scan** historical `sale.order.line` for products whose category/product is maintenance‑enabled and
+  were delivered. **Two unit‑identity regimes**, because lifts carry no serials (§3.3):
+  - **Serial‑tracked** (ADP wheelchairs/power chairs, via the `fusion_claims` serial/`device_type` data
+    — soft dep, guarded; map ADP `device_type` → maintenance category): require a serial, **dedup by serial**.
+  - **Non‑serial** (lifts — stair/porch/VPL/lift‑chair): do **NOT** require a serial. One contract per
+    **base‑unit line**, **dedup by (partner + maintainable product + source sale line)**. The per‑product
+    `x_fc_maintenance_enabled` flag is what includes base units and **excludes accessory lines** (curves,
+    rails, remotes, charging stations, rentals) — only the lift itself gets a contract, not its add‑ons.
+- **Stagger** the first `next_due_date` across a configurable window (e.g. spread overdue units over
+  N weeks) so years of equipment don't all email on day one.
+- **Dry‑run first**: produce a report (counts by category, # new vs already‑enrolled, # skipped for
+  missing serial/date, the stagger schedule). Nothing is created or emailed until the operator
+  approves and runs "Execute".
+- Anchor fallback for units with no delivery date: invoice date → order date → today.
+
+## 7. Booking flow (the main build)
+
+### 7.1 Client self‑serve (no login)
+1. Reminder email (existing branded template, **+ fee line added**) → tokenized link.
+2. Public slot‑picker page (extend the existing `/repairs/maintenance/book/<token>` route; replace
+   the date input). The page:
+   - Resolves the contract from the token; shows unit + **flat fee** ("$X + applicable tax").
+   - Computes candidate technicians = users whose `x_fc_repair_skills` include the policy's
+     `x_fc_maintenance_skill_id`.
+   - Calls `fusion_tasks` `_get_available_gaps` / `_find_next_available_slot` per candidate tech over
+     the next ~2–3 weeks, ranked by **proximity** to the client address → presents a short list of
+     real open slots (date + window + implied tech).
+3. Client picks a slot → POST confirm:
+   - **Re‑validate** the slot is still free (gap check) — if taken/expired, re‑render slots with a
+     gentle notice (prevents double‑booking).
+   - Create a `fusion.technician.task` (`task_type='maintenance'`) on that slot, **assigned to the
+     qualified tech** (auto‑assignment by availability+skill), linked to the contract.
+   - Spawn/link the maintenance‑type `repair.order` (container) + the `fusion.repair.maintenance.visit`
+     (state `scheduled`, checklist seeded from the category).
+   - Send the branded confirmation email (date/window/tech, fee, what to expect).
+   - Set `booking_repair_id` (dedup).
+4. **No‑slot fallback:** if no qualified tech/slot in range → show "request a callback" → create an
+   office activity. Never a dead end.
+
+### 7.2 Office books on the client's behalf
+- A **"Book maintenance"** action on the `fusion.repair.maintenance.contract` form opens the same
+  slot‑picker logic in the backend (office books while on the phone).
+- The existing dispatch board remains available for manual scheduling/override.
+
+### 7.3 Token security fix
+On `roll_next_due_date()`, **regenerate `booking_token`** (currently it is not regenerated, so an
+old link stays valid across cycles). Old token → friendly "link expired" page.
+
+## 8. Cost & revenue
+
+- The **flat fee** (`x_fc_maintenance_fee`) is shown in **both** the reminder email and the
+  slot‑picker page, Canadian English, `$` + tax note.
+- On booking, draft a priced line (SO/invoice) using `x_fc_maintenance_service_product_id` (or the
+  generic visit product) at the contract's fee. Payment options: **pay‑at‑door via `fusion_poynt`**
+  (existing `action_collect_payment` on the repair) or invoice after the visit.
+- Recurring revenue = one priced visit per cycle; the roll‑forward arms the next cycle automatically.
+  (Pre‑paid annual plan upsell via the existing subscription engine is out of v1 — §11.)
+
+## 9. Maintenance log & the recurring loop
+
+- The technician fills the visit via the **extended visit‑report wizard** (existing tool) — checklist
+  results, findings, parts, signature — which writes the `fusion.repair.maintenance.visit` record.
+- For `safety_critical` categories (lifts), completing the visit **issues an inspection certificate**
+  (reuse M1) and links it on the visit — the log doubles as compliance proof.
+- On task `status='completed'` → existing **roll‑forward**: `last_service_date=today`,
+  `next_due_date += interval`, reset `last_reminder_band`, **regenerate token**, visit → `done`.
+- Next cycle's reminder fires automatically when `next_due_date` re‑enters the 30‑day band.
+
+## 10. Office follow‑up crons (toggle‑gated, exist as config only today)
+- **Unbooked**: reminder sent, no booking after N days → office call activity on the contract.
+- **Overdue**: `next_due_date` passed with no completed visit in the cycle → escalation activity.
+- Driven by the existing `ir.config_parameter` toggles in `data/ir_config_parameter_data.xml`.
+- Per‑row **savepoint** isolation inside the cron loop (no `cr.commit()` in tests — CLAUDE.md #14).
+
+## 11. Out of scope (v1 — YAGNI)
+- SMS reminders / two‑way SMS booking (needs `fusion_ringcentral`).
+- Logged‑in `/my/equipment` client portal (X5).
+- Pre‑paid annual maintenance‑plan auto‑upsell at booking.
+- Full multi‑stop route optimization / batching (we use per‑tech availability + proximity ranking,
+  not a global optimizer).
+- ADP funder re‑billing of maintenance (maintenance is private‑pay flat fee in v1).
+
+## 12. Error handling & edge cases
+- **Double‑booking:** re‑validate the gap at confirm; lose the race → re‑show slots.
+- **Token:** per‑cycle regeneration; invalid/expired/already‑booked → friendly pages (exist, extend).
+- **No qualified tech / no slots:** callback fallback, not an error page.
+- **Backfill:** dry‑run + report; strict serial dedup; stagger; fallback anchor chain; never email on
+  dry‑run.
+- **Missing data:** units with no device_type/category → excluded from auto‑backfill, listed in the
+  report for manual enrollment.
+- **Audit on failure paths** (if any "booking failed" row is written in an `except`): use a separate
+  `self.env.registry.cursor()` so it survives rollback (CLAUDE.md audit rule).
+- **`message_post` HTML** bodies wrapped in `Markup()` (CLAUDE.md).
+
+## 13. Testing
+`fusion_repairs/tests/` (none exist today). Local dev is **Community** and — because we chose
+`fusion_tasks` over Enterprise `appointment` — the **entire feature is Community‑testable** on
+`odoo-modsdev`. `TransactionCase` coverage:
+- Contract spawn on `sale.order` confirm (enabled vs disabled category; quantity; idempotency).
+- Backfill wizard: **two‑regime dedup** (serial for wheelchairs; partner+product+line for lifts), accessory‑line exclusion, stagger, dry‑run produces no records, anchor fallback.
+- Booking: slot list comes from real gaps; confirm creates task+repair+visit; **double‑book guard**;
+  no‑slot fallback.
+- Roll‑forward on completion: dates advance, band reset, **token regenerated**, visit → done.
+- Crons: reminder bands; unbooked/overdue follow‑ups (savepoint isolation).
+- Run: `docker exec odoo-modsdev-app odoo -d fusion-dev --test-enable --test-tags /fusion_repairs -u fusion_repairs --stop-after-init --http-port=0 --gevent-port=0`.
+
+## 14. Deployment & configuration
+1. Land on local dev, full E2E + tests green.
+2. **Deploy `fusion_repairs` to Westin** (`odoo-westin` / `westin-v19`) — the accepted bigger lift
+   (first production deploy of fusion_repairs; verify rate‑card numbers, ACLs, asset bundles).
+3. **Configure** maintainable categories: `x_fc_maintenance_enabled`, interval, fee, skill, service
+   product — for lifts (stairlift/porch/lift chair) + power & manual wheelchairs.
+4. Ensure technicians have `x_fc_repair_skills` + start addresses (for availability/routing).
+5. Run the **backfill wizard dry‑run → review report → execute** (staggered).
+6. Watch the first reminder/booking cycle; confirm emails, slots, task creation, completion → roll.
+
+## 15. Open items to verify at implementation (rule #1 — read live source)
+- Exact representation of tech skills (`res.users.x_fc_repair_skills`) and how a category's required
+  skill maps to it (Selection vs M2O vs tag) — read fusion_repairs/fusion_tasks before modelling
+  `x_fc_maintenance_skill_id`.
+- Signatures of `_find_next_available_slot` / `_get_available_gaps` (params, return shape, working
+  hours source) and whether they already account for travel windows.
+- The visit‑report wizard's current fields/flow before extending it with the checklist.
+- The inspection‑certificate issue API (how M1 creates a certificate) for the lift link.
+- **Lift base sized** (§3.3): ~254 stairlift + ~30 porch/VPL + ~41 lift‑chair customers, but ~0 serials.
+  Still to verify: which exact products are **base units vs accessories** (so `x_fc_maintenance_enabled`
+  lands on base units only), plus the lift interval/fee per category. Lift products aren't yet tagged
+  with `fusion_repairs` categories on Westin (module not deployed there) — categorization is a deploy step.
+- `fusion_claims` device_type → maintenance‑category mapping table for the wheelchair backfill.
+
+## 16. Build sequence (for the implementation plan)
+1. **Policy + fee data model** (category fields, product override, contract extensions, constraints).
+2. **Path A trigger** (wire `_spawn_maintenance_contracts` into `action_confirm`, fee resolution, anchor fallback) + tests.
+3. **Cost in email** (add fee to the reminder template).
+4. **Technician‑aware booking** (slot‑picker page + controller on `fusion_tasks` availability; task/repair/visit creation; double‑book guard; office action; token regen) + tests — the largest unit.
+5. **Maintenance visit log + checklist** (model, per‑category seed, visit‑report‑wizard extension, inspection‑cert link) + tests.
+6. **Backfill wizard** (scan/dedup/stagger/dry‑run; fusion_claims soft bridge) + tests.
+7. **Office follow‑up crons** (unbooked/overdue) + tests.
+8. **Deploy + configure + backfill** on Westin.

docs/superpowers/specs/2026-06-02-nexacloud-odoo-billing-cutover-design.md

@@ -0,0 +1,101 @@
+# NexaCloud → Odoo Centralized Billing — Cutover (build-out · dual-run · gated flip)
+
+- **Date:** 2026-06-02
+- **Status:** Design approved — pending written-spec review
+- **Author:** Design session (Claude + Gurpreet)
+- **Parent spec:** [`2026-05-27-nexa-billing-centralized-design.md`](2026-05-27-nexa-billing-centralized-design.md) (architecture; this doc is its **phase #2** — the NexaCloud pilot)
+- **Repos:** `K:\Github\Odoo-Modules\fusion_centralize_billing` (engine) + `K:\Github\Nexa-Cloud` (the NexaCloud adapter)
+- **Hosts:** `odoo-nexa` (VM 315, Odoo 19 Enterprise, live DB `nexamain`); NexaCloud (LXC 102, app `192.168.1.250`, DB `192.168.1.50`)
+
+## 1. Goal
+
+Make Odoo (`fusion_centralize_billing` on `odoo-nexa`) the system of record for **NexaCloud** billing: build the engine pieces NexaCloud needs, import NexaCloud's active deployments as Odoo subscriptions, run Odoo in **shadow** alongside NexaCloud's existing Stripe billing for ≥1 cycle, reconcile to the cent, and then **flip** NexaCloud onto Odoo behind an explicit go/no-go gate. NexaCloud is the pilot; NexaDesk and NexaMaps follow in later increments. This does not touch Lago.
+
+## 2. Decisions locked (this session, 2026-06-02)
+
+1. **Sequence: NexaCloud first** (per parent spec), then NexaDesk, then NexaMaps.
+2. **Granularity: one Odoo subscription per NexaCloud deployment** (mirrors `nexacloud` `subscriptions.deployment_id`; the existing usage-push and `fusion.billing.reconciliation` code already key per deployment via `x_fc_nexacloud_subscription_id`).
+3. **Approach A: build → import → dual-run → gated flip**, all in this increment; the flip executes only after ≥1 green reconciliation cycle **and** explicit operator go-ahead.
+4. **Go-forward billing only.** The importer sets each subscription's `next_invoice_date` so Odoo bills only future periods. Past NexaCloud periods are **never re-issued** (this is the exact failure mode of the 2026-05-27 Lago incident — see `lago-doublecharge-incident-2026-06` memory).
+
+## 3. Current state (recon, 2026-06-02)
+
+Engine is **installed** on `nexamain` (`fusion_centralize_billing` v19.0.1.1.0; deps `sale_subscription`, `payment_stripe`, `account_accountant` installed). Runtime rows:
+
+| Table | Rows | Read |
+|---|---|---|
+| `fusion_billing_service` | 1 | only `nexacloud`; **`webhook_url` empty** |
+| `fusion_billing_account_link` | 7 | identities imported |
+| `fusion_billing_metric` | 1 | (cpu_seconds) |
+| `fusion_billing_charge` | **0** | no quota/overage pricing yet |
+| `fusion_billing_usage` | **0** | nothing ingested |
+| `fusion_billing_reconciliation` | **0** | dual-run never run |
+| `fusion_billing_webhook` | **0** | control loop never fired |
+| `sale_order` (`is_subscription`) | **0** | no subscriptions exist |
+
+Engine code status: `webhook.py` delivery engine (HMAC + backoff + dead-letter) is **complete** (its "TODO §8" header comment is stale); `usage.py` (idempotent upsert + pre-invoice rating cron + aggregation) and `reconciliation.py` (NexaCloud dual-run) are **complete**. `controllers/api.py` implements `/health`, `POST /customers`, `POST /usage`, `GET /plans`, `POST /subscriptions` only — the rest of parent-spec §7 is unimplemented (needed by NexaDesk, **not** NexaCloud).
+
+NexaCloud adapter is present but **INERT**: `config.py` `odoo_billing_enabled=False`, `odoo_billing_base_url`/`odoo_billing_api_key` empty; `usage_metering.py` pushes `cpu_seconds` only when enabled; `routers/odoo_billing.py` `/billing/webhooks/central` returns 404 when disabled; `services/odoo_billing_integration.py` is the (inert) receiver. Lago is paused (worker+clock stopped) and out of scope here.
+
+## 4. Scope
+
+### 4.1 Odoo side (`fusion_centralize_billing` + catalog data on `nexamain`)
+
+1. **Charge catalog (the main gap — currently 0).**
+   - NexaCloud plans/products → `product.template` + `sale.subscription.plan` (monthly), each tagged `plan_code` and a `product.default_code` of `NC-PLAN-<slug>` (reconciliation already filters plan lines on `default_code LIKE 'NC-PLAN-%'`).
+   - `cpu_seconds` metric (exists) → one `fusion.billing.charge` per plan: `included_quota` = the plan's bundled CPU-seconds, `price_per_unit`/`unit_batch` for overage derived from `usage_metering.HOURLY_RATES` (`cpu_per_core=$0.0075/core-hr` → per-cpu-second rate). Memory/disk are part of the flat plan today (not metered) — keep them flat unless a plan meters them.
+   - Throttle-removal fee and the CPU/RAM/disk/daily-backup **add-ons** → one-off invoice products / optional recurring add-on products tagged `NC-ADDON-<slug>`.
+   - HST: reuse native `account.tax` (13% ON); confirm the tax code matches what NexaCloud invoices apply today.
+2. **Run the importer** (`wizards/import_wizard.py`): read the `nexacloud` DB → ensure `res.partner` + `account.link` for each active customer (7 exist; backfill any missing), and create **one shadow `sale.order` (`is_subscription=True`) per active deployment**, setting `x_fc_nexacloud_subscription_id`, `x_fc_nexacloud_plan_id`, the `NC-PLAN-*` line, and **`next_invoice_date` = the deployment's next real billing date** (go-forward only). Subscriptions start in shadow (draft/not auto-charging).
+3. **Inbound API — add only what NexaCloud needs.** `POST /customers`, `POST /subscriptions`, `POST /usage`, `GET /plans` already exist. Add **subscription cancel** (`DELETE /subscriptions/:id` → terminate the `sale.order`) for NexaCloud's deprovision path. All other parent-spec §7 endpoints stay deferred to the NexaDesk increment.
+4. **Wire the control loop:** set the `nexacloud` `fusion.billing.service.webhook_url` → `https://api.vps.nexasystems.ca/api/v1/billing/webhooks/central`, and confirm `cron` schedules for `usage._cron_rate_open_periods` and `webhook._cron_dispatch` are enabled.
+
+### 4.2 NexaCloud side (`Nexa-Cloud` repo)
+
+4. **Configure + activate the adapter:** set `odoo_billing_base_url=https://erp.nexasystems.ca/api/billing/v1`, `odoo_billing_api_key=<nexacloud service key>`. Keep `odoo_billing_enabled` staged so usage push + the webhook receiver activate for shadow without yet disabling local Stripe.
+5. **Identity + subscription sync:** on deployment create / cancel, call Odoo `POST /customers` and `POST /subscriptions` / cancel (usage push already exists in `usage_metering.py`). Send a stable `external_id` (NexaCloud user id) and `subscription_external_id` (deployment/subscription id) — namespaced, to avoid the cross-app `external_id` collision noted in `nexa-billing-architecture`.
+6. **Reconciliation feed:** push NexaCloud's **actual** charged amount per (deployment, period) so `reconciliation._reconcile_rows` can diff Odoo-computed vs NexaCloud-actual. (Source: NexaCloud's own invoices/`usage_records`.)
+7. **Activate the control-loop receiver:** `routers/odoo_billing.py` `/billing/webhooks/central` → `services/odoo_billing_integration.py` maps `invoice.payment_failed`→suspend (existing `network_isolation`/`throttle_checker`/`resource_manager`), `invoice.payment_succeeded`/`subscription.reactivated`→restore, `subscription.terminated`→deprovision. Verify HMAC against the `nexacloud` service `webhook_secret`.
+
+### 4.3 Dual-run (shadow, ≥1 billing cycle)
+
+NexaCloud keeps charging via its own Stripe. Odoo computes **draft, uncharged** invoices from imported subscriptions + pushed `cpu_seconds`. `fusion.billing.reconciliation` upserts one row per `(service, deployment, period)` with `odoo_amount` vs `external_amount` and a cent-level `delta`. Operators investigate every `delta` row until a full cycle is `match` within tolerance (default $0.01).
+
+### 4.4 Gated flip (after ≥1 green cycle + explicit go)
+
+1. NexaCloud **stops its own Stripe charging** (disable the charge path in `billing_service.py` / scheduler `billing_payment` + invoice generation) and treats Odoo as SoR.
+2. Odoo subscriptions move from shadow → active; native subscription invoicing charges the **shared** Stripe account `acct_1ShlA9IkwUB1dVox` (saved cards carry over — no re-collection).
+3. Webhooks drive suspend/restore/deprovision. Past NexaCloud invoices remain archived (PDF/opening balance) — **not** re-issued.
+4. Rollback: re-enable NexaCloud local billing + set Odoo subs back to shadow (no data destroyed).
+
+## 5. Out of scope (YAGNI for this increment)
+
+- NexaDesk and NexaMaps adapters (later increments) and the inbound-API endpoints only they need (`/invoices` family, `/credit_notes`, `/catalog`, `/checkout_url`, `PUT /subscriptions` plan-change/upgrade).
+- Lago changes or decommission (Lago stays paused; its remediation is tracked separately).
+- Customer-portal redesign — use native Odoo portal as-is.
+- Metering memory/disk/bandwidth (stay flat unless a NexaCloud plan already meters them).
+
+## 6. Success criteria
+
+- A NexaCloud deployment is created as an Odoo subscription `sale.order` (`is_subscription=True`) via `POST /subscriptions`, resolving one `res.partner` through `account.link`.
+- `cpu_seconds` counters pushed to `/usage` aggregate (idempotent) into a **draft** invoice with quota → free, overage priced, HST applied — matching NexaCloud's own computed amount within $0.01.
+- A simulated `invoice.payment_failed` webhook reaches `/billing/webhooks/central` (valid HMAC) and triggers a NexaCloud suspend; `invoice.payment_succeeded` restores.
+- `fusion.billing.reconciliation` is `match` for **every** active deployment across ≥1 full cycle before any flip.
+- Re-sending the same usage counter (same `idempotency_key`) does **not** double-bill (constraint + upsert verified by test).
+- Post-flip: Odoo charges go-forward periods only; **zero** past-period re-issues.
+
+## 7. Risks & open items
+
+- **Re-billing regression (highest):** the importer MUST set `next_invoice_date` go-forward and must not finalize/charge historical periods. Add an explicit test asserting no invoice is generated for any period earlier than import time. (Direct mitigation of the 2026-05-27 Lago incident.)
+- **Odoo 19 correctness:** read live reference files from the container (`docker exec odoo-nexa-app cat …`) for `sale.order` subscription flow, `account.move`, `payment_stripe` before coding internals — never from memory (per `K:\Github\CLAUDE.md`).
+- **Idempotency:** `fusion.billing.usage` unique `(subscription, metric, idempotency_key)` already enforces it; the NexaCloud key is `nexacloud:cpu_seconds:<sub>:<period>` — keep it stable across retries.
+- **external_id namespacing:** NexaCloud must send namespaced ids so it can never collide with NexaDesk/NexaMaps in the shared Odoo identity space.
+- **Reconciliation source:** confirm where NexaCloud's "actual amount" comes from (its `invoices`/`usage_records`) and that it's net of the same HST basis Odoo uses.
+- **Flip switch safety:** disabling NexaCloud's local Stripe must be a single, reversible config flag, and the `billing_payment` scheduler job must be guarded so it can't charge once Odoo is SoR.
+- **Spec/branch target:** `Odoo-Modules` is on `feat/fusion-login-audit` with `-wt-portal`/`-wt-fm` worktrees; confirm the branch for engine changes; NexaCloud changes land on its own branch (note: pushing `Nexa-Cloud` `main` auto-deploys to prod).
+
+## 8. Test plan
+
+- Odoo unit tests (extend `fusion_centralize_billing/tests/`): catalog→charge mapping; usage aggregation + quota/overage; idempotent re-push; reconciliation match/delta; webhook HMAC sign/verify + backoff; **importer go-forward `next_invoice_date` assertion**.
+- NexaCloud tests: adapter customer/subscription calls; `/billing/webhooks/central` HMAC verify + suspend/restore/deprovision dispatch; reconciliation-amount push.
+- Dual-run acceptance: a full cycle of `match` reconciliation on real (or staged) deployments before the flip gate.

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

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

fusion_centralize_billing/models/service.py

@@ -247,3 +247,24 @@ class FusionBillingService(models.Model):
         sub.action_confirm()
         return {'status': 'ok', 'subscription_id': sub.id,
                 'subscription_state': sub.subscription_state}
+
+    def _api_cancel_subscription(self, external_ref):
+        """Cancel (close) the subscription identified by ``external_ref``.
+
+        Authorization mirrors ``_api_record_usage``: the resolved sale.order must
+        exist, be a subscription, and belong to a customer THIS service is linked
+        to. Idempotent — closing an already-churned subscription returns ok.
+        Validation (C3): an empty ref returns a 4xx-shaped error, never raises.
+        """
+        self.ensure_one()
+        if external_ref in (None, ''):
+            return {'status': 'error', 'error': 'subscription id required'}
+        sub = self._fc_resolve_subscription(external_ref)
+        linked_partners = self.account_link_ids.mapped('partner_id')
+        if not sub.exists() or not sub.is_subscription \
+                or sub.partner_id not in linked_partners:
+            return {'status': 'error', 'error': 'unknown subscription'}
+        if sub.subscription_state != '6_churn':
+            sub.set_close()
+        return {'status': 'ok', 'subscription_id': sub.id,
+                'subscription_state': sub.subscription_state}

fusion_centralize_billing/tests/__init__.py

@@ -6,3 +6,4 @@ from . import test_webhook
 from . import test_importer
 from . import test_reconciliation
 from . import test_invoice_ledger
+from . import test_subscription_cancel

fusion_centralize_billing/tests/test_invoice_ledger.py

@@ -18,11 +18,26 @@ def _inv_fixture():
     }]
 
 
+def _fc_ensure_ca_billing_env(env):
+    """Prod (`nexamain`) is a fully-configured Canadian company; a bare test DB is not.
+    Give it the two things the ledger needs: an active CAD currency and a 13% sale tax
+    matching invoice.ledger.wizard._fc_tax_for (type_tax_use=sale, percent, amount=13)."""
+    cad = env.ref('base.CAD')
+    if not cad.active:
+        cad.sudo().write({'active': True})
+    Tax = env['account.tax'].sudo()
+    if not Tax.search([('type_tax_use', '=', 'sale'),
+                       ('amount_type', '=', 'percent'), ('amount', '=', 13.0)], limit=1):
+        Tax.create({'name': 'HST 13%', 'type_tax_use': 'sale',
+                    'amount_type': 'percent', 'amount': 13.0})
+
+
 @tagged('post_install', '-at_install')
 class TestLedgerFamily(TransactionCase):
 
     def setUp(self):
         super().setUp()
+        _fc_ensure_ca_billing_env(self.env)
         self.W = self.env['fusion.billing.invoice.ledger.wizard'].sudo()
 
     def test_family_classification(self):
@@ -47,6 +62,7 @@ class TestLedgerTax(TransactionCase):
 
     def setUp(self):
         super().setUp()
+        _fc_ensure_ca_billing_env(self.env)
         self.W = self.env['fusion.billing.invoice.ledger.wizard'].sudo()
 
     def test_tax_for_13pct_is_a_13_percent_sale_tax(self):
@@ -68,6 +84,7 @@ class TestLedgerIngest(TransactionCase):
 
     def setUp(self):
         super().setUp()
+        _fc_ensure_ca_billing_env(self.env)
         self.W = self.env['fusion.billing.invoice.ledger.wizard'].sudo()
         self.Move = self.env['account.move']
 
@@ -174,6 +191,7 @@ class TestLedgerVerifiedSync(TransactionCase):
 
     def setUp(self):
         super().setUp()
+        _fc_ensure_ca_billing_env(self.env)
         self.W = self.env['fusion.billing.invoice.ledger.wizard'].sudo()
         self.Move = self.env['account.move']
         ICP = self.env['ir.config_parameter'].sudo()

fusion_centralize_billing/tests/test_subscription_cancel.py

@@ -0,0 +1,54 @@
+# -*- coding: utf-8 -*-
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestSubscriptionCancel(TransactionCase):
+
+    def _service(self, code, name):
+        Svc = self.env['fusion.billing.service'].sudo()
+        return Svc.search([('code', '=', code)], limit=1) or Svc.create(
+            {'name': name, 'code': code})
+
+    def setUp(self):
+        super().setUp()
+        self.plan = self.env['sale.subscription.plan'].sudo().create(
+            {'name': 'Monthly', 'billing_period_value': 1, 'billing_period_unit': 'month'})
+        self.product = self.env['product.product'].sudo().create(
+            {'name': 'NexaCloud Plan', 'type': 'service',
+             'recurring_invoice': True, 'list_price': 49.0})
+        self.svc_a = self._service('nexacloud', 'NexaCloud')
+        self.svc_b = self._service('other_app', 'Other App')
+        self.svc_a._api_upsert_customer({'external_id': 'user-1', 'name': 'Acme'})
+        res = self.svc_a._api_create_subscription({
+            'external_customer_id': 'user-1', 'plan_id': self.plan.id,
+            'lines': [{'product_id': self.product.id, 'quantity': 1}]})
+        self.sub = self.env['sale.order'].browse(res['subscription_id'])
+
+    def test_cancel_closes_subscription(self):
+        self.assertEqual(self.sub.subscription_state, '3_progress')
+        res = self.svc_a._api_cancel_subscription(str(self.sub.id))
+        self.assertEqual(res['status'], 'ok')
+        self.assertEqual(self.sub.subscription_state, '6_churn')
+
+    def test_cancel_is_idempotent(self):
+        self.svc_a._api_cancel_subscription(str(self.sub.id))
+        res = self.svc_a._api_cancel_subscription(str(self.sub.id))
+        self.assertEqual(res['status'], 'ok')
+        self.assertEqual(self.sub.subscription_state, '6_churn')
+
+    def test_cancel_unknown_subscription_rejected(self):
+        res = self.svc_a._api_cancel_subscription('999999999')
+        self.assertEqual(res['status'], 'error')
+        self.assertEqual(res['error'], 'unknown subscription')
+
+    def test_cancel_cross_service_rejected(self):
+        # svc_b is not linked to the customer that owns self.sub
+        res = self.svc_b._api_cancel_subscription(str(self.sub.id))
+        self.assertEqual(res['status'], 'error')
+        self.assertEqual(res['error'], 'unknown subscription')
+        self.assertEqual(self.sub.subscription_state, '3_progress')
+
+    def test_cancel_missing_id_rejected(self):
+        res = self.svc_a._api_cancel_subscription('')
+        self.assertEqual(res['status'], 'error')

fusion_centralize_billing/tests/test_usage.py

@@ -9,7 +9,8 @@ class TestRatingCron(TransactionCase):
 
     def setUp(self):
         super().setUp()
-        self.metric = self.env['fusion.billing.metric'].sudo().create(
+        Metric = self.env['fusion.billing.metric'].sudo()
+        self.metric = Metric.search([('code', '=', 'cpu_seconds')], limit=1) or Metric.create(
             {'name': 'CPU seconds', 'code': 'cpu_seconds', 'aggregation': 'sum'})
         self.plan_a = self.env['sale.subscription.plan'].sudo().create(
             {'name': 'Plan A', 'billing_period_value': 1, 'billing_period_unit': 'month'})
@@ -67,7 +68,8 @@ class TestUsageIngestion(TransactionCase):
 
     def setUp(self):
         super().setUp()
-        self.metric = self.env['fusion.billing.metric'].sudo().create(
+        Metric = self.env['fusion.billing.metric'].sudo()
+        self.metric = Metric.search([('code', '=', 'cpu_seconds')], limit=1) or Metric.create(
             {'name': 'CPU seconds', 'code': 'cpu_seconds', 'aggregation': 'sum'})
         self.plan = self.env['sale.subscription.plan'].sudo().create(
             {'name': 'Monthly', 'billing_period_value': 1, 'billing_period_unit': 'month'})

fusion_centralize_billing/tests/test_webhook.py

@@ -13,11 +13,17 @@ class TestWebhookEngine(TransactionCase):
 
     def setUp(self):
         super().setUp()
-        self.service = self.env['fusion.billing.service'].sudo().create({
+        Service = self.env['fusion.billing.service'].sudo()
+        vals = {
             'name': 'NexaCloud', 'code': 'nexacloud',
             'webhook_url': 'https://api.vps.nexasystems.ca/billing/webhook',
             'webhook_secret': 'whsec_test',
-        })
+        }
+        self.service = Service.search([('code', '=', 'nexacloud')], limit=1)
+        if self.service:
+            self.service.write(vals)
+        else:
+            self.service = Service.create(vals)
         self.Webhook = self.env['fusion.billing.webhook'].sudo()
 
     def test_enqueue_signs_payload(self):

fusion_claims/__init__.py

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

fusion_claims/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Claims',
-    'version': '19.0.9.2.0',
+    'version': '19.0.9.4.0',
     'category': 'Sales',
     'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
     'description': """
@@ -98,9 +98,13 @@
         'data/ir_cron_data.xml',
         'data/ir_actions_server_data.xml',
         'data/product_labor_data.xml',
+        'data/service_rate_products.xml',
+        'data/service_rate_data.xml',
         'wizard/status_change_reason_wizard_views.xml',
         'views/res_company_views.xml',
         'views/res_config_settings_views.xml',
+        'views/service_rate_views.xml',
+        'views/service_booking_action.xml',
         'views/sale_order_views.xml',
         'views/account_move_views.xml',
         'views/account_journal_views.xml',
@@ -181,12 +185,20 @@
             # Dashboard OWL countdown widget
             'fusion_claims/static/src/js/fc_posting_countdown.js',
             'fusion_claims/static/src/xml/fc_posting_countdown.xml',
+            # Service Booking wizard (client action): tokens MUST load before
+            # the component scss so the --sb-* vars resolve.
+            'fusion_claims/static/src/scss/_service_booking_tokens.scss',
+            'fusion_claims/static/src/scss/service_booking.scss',
+            'fusion_claims/static/src/js/service_booking/service_booking.js',
+            'fusion_claims/static/src/xml/service_booking.xml',
         ],
         'web.assets_web_dark': [
             # Dark bundle recompiles the same SCSS with the dark
             # $o-webclient-color-scheme default so tokens branch correctly.
             'fusion_claims/static/src/scss/_fc_dashboard_tokens.scss',
             'fusion_claims/static/src/scss/fc_dashboard.scss',
+            'fusion_claims/static/src/scss/_service_booking_tokens.scss',
+            'fusion_claims/static/src/scss/service_booking.scss',
         ],
     },
     'images': ['static/description/icon.png'],

fusion_claims/controllers/__init__.py

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

fusion_claims/controllers/service_booking.py

@@ -0,0 +1,38 @@
+# -*- coding: utf-8 -*-
+from odoo import http
+from odoo.http import request
+
+
+class ServiceBookingController(http.Controller):
+
+    @http.route('/fusion_claims/service_booking/refdata', type='jsonrpc', auth='user')
+    def refdata(self, **kw):
+        env = request.env
+        Users = env['res.users']
+        techs = Users.search([('x_fc_is_field_staff', '=', True)]) \
+            if 'x_fc_is_field_staff' in Users._fields else Users.search([])
+        Rate = env['fusion.service.rate']
+        rates = Rate.search([('rate_kind', '=', 'callout'), ('active', '=', True)])
+        per_km = Rate.get_rate('per_km')
+
+        def labour(code):
+            r = Rate.get_rate(code)
+            return r.price if r else 0.0
+
+        return {
+            'technicians': [{'id': t.id, 'name': t.name} for t in techs],
+            'callout_rates': [{
+                'code': r.code, 'category': r.category, 'timing': r.timing,
+                'name': r.name, 'price': r.price, 'adds_per_km': r.adds_per_km,
+            } for r in rates],
+            'per_km': per_km.price if per_km else 0.70,
+            'labour': {'onsite': labour('labour_onsite'), 'inshop': labour('labour_inshop'),
+                       'lift': labour('labour_lift')},
+        }
+
+    @http.route('/fusion_claims/service_booking/submit', type='jsonrpc', auth='user')
+    def submit(self, payload=None, **kw):
+        try:
+            return request.env['fusion.technician.task'].action_book_from_wizard(payload or {})
+        except Exception as e:
+            return {'error': str(e)}

fusion_claims/data/service_rate_data.xml

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

fusion_claims/data/service_rate_products.xml

@@ -0,0 +1,130 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- Call-outs (unit) -->
+        <record id="product_callout_standard_normal" model="product.template">
+            <field name="name">Service Call — Standard</field>
+            <field name="default_code">SVC-STD</field>
+            <field name="type">service</field>
+            <field name="list_price">95.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_standard_rush" model="product.template">
+            <field name="name">Service Call — Standard Rush</field>
+            <field name="default_code">SVC-STD-RUSH</field>
+            <field name="type">service</field>
+            <field name="list_price">120.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_standard_afterhours" model="product.template">
+            <field name="name">Service Call — Standard After-Hours</field>
+            <field name="default_code">SVC-STD-AH</field>
+            <field name="type">service</field>
+            <field name="list_price">140.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_lift_normal" model="product.template">
+            <field name="name">Service Call — Lift &amp; Elevating</field>
+            <field name="default_code">SVC-LIFT</field>
+            <field name="type">service</field>
+            <field name="list_price">160.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_lift_rush" model="product.template">
+            <field name="name">Service Call — Lift &amp; Elevating Rush</field>
+            <field name="default_code">SVC-LIFT-RUSH</field>
+            <field name="type">service</field>
+            <field name="list_price">185.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_callout_lift_afterhours" model="product.template">
+            <field name="name">Service Call — Lift &amp; Elevating After-Hours</field>
+            <field name="default_code">SVC-LIFT-AH</field>
+            <field name="type">service</field>
+            <field name="list_price">205.00</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <!-- Labour (hour) -->
+        <record id="product_labour_onsite" model="product.template">
+            <field name="name">Labour — On-Site</field>
+            <field name="default_code">LAB-ONSITE</field>
+            <field name="type">service</field>
+            <field name="list_price">85.00</field>
+            <field name="uom_id" ref="uom.product_uom_hour"/>
+            <field name="uom_po_id" ref="uom.product_uom_hour"/>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_labour_lift" model="product.template">
+            <field name="name">Labour — Lift &amp; Elevating</field>
+            <field name="default_code">LAB-LIFT</field>
+            <field name="type">service</field>
+            <field name="list_price">110.00</field>
+            <field name="uom_id" ref="uom.product_uom_hour"/>
+            <field name="uom_po_id" ref="uom.product_uom_hour"/>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <!-- Travel (unit; qty = km x 2) -->
+        <record id="product_per_km" model="product.template">
+            <field name="name">Travel — per km (2-way)</field>
+            <field name="default_code">SVC-KM</field>
+            <field name="type">service</field>
+            <field name="list_price">0.70</field>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <!-- Delivery / pickup (unit) -->
+        <record id="product_delivery_local" model="product.template">
+            <field name="name">Delivery / Pickup — Local</field>
+            <field name="default_code">DEL-LOCAL</field>
+            <field name="type">service</field><field name="list_price">35.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_delivery_outside" model="product.template">
+            <field name="name">Delivery / Pickup — Outside Local Area</field>
+            <field name="default_code">DEL-OUT</field>
+            <field name="type">service</field><field name="list_price">60.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_delivery_rush" model="product.template">
+            <field name="name">Rush Pickup / Delivery</field>
+            <field name="default_code">DEL-RUSH</field>
+            <field name="type">service</field><field name="list_price">60.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_setup_liftchair" model="product.template">
+            <field name="name">Lift Chair — Delivery &amp; Set-up</field>
+            <field name="default_code">SETUP-LIFTCHAIR</field>
+            <field name="type">service</field><field name="list_price">120.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_setup_hospitalbed" model="product.template">
+            <field name="name">Hospital Bed — Delivery &amp; Set-up</field>
+            <field name="default_code">SETUP-BED</field>
+            <field name="type">service</field><field name="list_price">120.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_setup_stairlift" model="product.template">
+            <field name="name">Stairlift — Delivery &amp; Set-up</field>
+            <field name="default_code">SETUP-STAIRLIFT</field>
+            <field name="type">service</field><field name="list_price">300.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_removal_stairlift" model="product.template">
+            <field name="name">Stairlift — Removal</field>
+            <field name="default_code">RMV-STAIRLIFT</field>
+            <field name="type">service</field><field name="list_price">300.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+    </data>
+</odoo>

fusion_claims/models/__init__.py

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

fusion_claims/models/sale_order.py

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

fusion_claims/models/service_rate.py

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

fusion_claims/models/technician_task.py

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

fusion_claims/security/ir.model.access.csv

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

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

@@ -0,0 +1,108 @@
+/** @odoo-module **/
+import { Component, useState, onWillStart } from "@odoo/owl";
+import { registry } from "@web/core/registry";
+import { rpc } from "@web/core/network/rpc";
+import { useService } from "@web/core/utils/hooks";
+
+export class ServiceBookingWizard extends Component {
+    static template = "fusion_claims.ServiceBookingWizard";
+    static props = ["*"];
+
+    setup() {
+        this.action = useService("action");
+        this.notification = useService("notification");
+        this.state = useState({
+            custMode: "existing",
+            customer: { name: "", phone: "", email: "", street: "", unit: "", buzz: "", city: "" },
+            partnerId: false, soSearch: "",
+            device: "standard", category: "standard", timing: "normal", inShop: false, issue: "",
+            date: "", hour: 9, minute: 0, ampm: "AM", durationHr: 1.0, technicianId: false,
+            warranty: false, pod: false, emailConfirm: true, googleReview: true,
+            description: "", materials: "",
+            technicians: [], calloutRates: [], perKm: 0.70,
+            labour: { onsite: 85, inshop: 75, lift: 110 }, distanceKm: 13, saving: false,
+        });
+        onWillStart(async () => {
+            const r = await rpc("/fusion_claims/service_booking/refdata", {});
+            Object.assign(this.state, {
+                technicians: r.technicians || [],
+                calloutRates: r.callout_rates || [],
+                perKm: r.per_km ?? 0.70,
+                labour: r.labour || this.state.labour,
+            });
+        });
+    }
+    get callout() {
+        if (this.state.inShop) return null;
+        return this.state.calloutRates.find(
+            r => r.category === this.state.category && r.timing === this.state.timing) || null;
+    }
+    get labourRate() {
+        if (this.state.inShop) return this.state.labour.inshop;
+        return this.state.category === "lift" ? this.state.labour.lift : this.state.labour.onsite;
+    }
+    get estimate() {
+        const c = this.callout;
+        const callout = c ? c.price : 0;
+        const incl = (c && !c.adds_per_km) ? 0.5 : 0;
+        const billHr = Math.max(0, this.state.durationHr - incl);
+        const labour = billHr * this.labourRate;
+        const km = (c && c.adds_per_km) ? this.state.distanceKm * 2 * this.state.perKm : 0;
+        return { callout, labour, billHr, km, total: callout + labour + km, addsKm: !!(c && c.adds_per_km) };
+    }
+    get endLabel() {
+        let h = (this.state.hour % 12) + (this.state.ampm === "PM" ? 12 : 0);
+        let m = h * 60 + this.state.minute + this.state.durationHr * 60;
+        let eh = Math.floor(m / 60) % 24, em = m % 60, ap = eh >= 12 ? "PM" : "AM";
+        return `${eh % 12 || 12}:${String(em).padStart(2, "0")} ${ap}`;
+    }
+    fmt(n) { return (n || 0).toFixed(2); }
+    onDevice(ev) {
+        this.state.device = ev.target.value;
+        this.state.category = ev.target.value === "lift" ? "lift" : "standard";
+    }
+    onCallType(ev) {
+        const r = this.state.calloutRates.find(x => x.code === ev.target.value);
+        if (r) { this.state.category = r.category; this.state.timing = r.timing; }
+    }
+    setCust(m) { this.state.custMode = m; }
+    setAmpm(v) { this.state.ampm = v; }
+
+    toggleInShop() { this.state.inShop = !this.state.inShop; }
+    _timeStartFloat() { return (this.state.hour % 12) + (this.state.ampm === "PM" ? 12 : 0) + this.state.minute / 60; }
+
+    async submit() {
+        if (this.state.saving) return;
+        const s = this.state;
+        if (s.custMode === "new" && (!s.customer.name || !s.customer.phone)) {
+            this.notification.add("Client name and phone are required.", { type: "danger" });
+            return;
+        }
+        if (!s.technicianId) {
+            this.notification.add("Please choose a technician.", { type: "danger" });
+            return;
+        }
+        s.saving = true;
+        const payload = {
+            cust_mode: s.custMode, customer: s.customer, partner_id: s.partnerId, so_search: s.soSearch,
+            category: s.category, timing: s.timing, in_shop: s.inShop, device: s.device, issue: s.issue,
+            date: s.date, time_start: this._timeStartFloat(), duration_hr: s.durationHr,
+            technician_id: s.technicianId, warranty: s.warranty, pod: s.pod,
+            email_confirm: s.emailConfirm, google_review: s.googleReview,
+            description: s.description, materials: s.materials,
+        };
+        try {
+            const res = await rpc("/fusion_claims/service_booking/submit", { payload });
+            if (res.error) { this.notification.add(res.error, { type: "danger" }); s.saving = false; return; }
+            this.notification.add("Service booked — draft repair SO created.", { type: "success" });
+            this.action.doAction({
+                type: "ir.actions.act_window", res_model: "fusion.technician.task",
+                res_id: res.task_id, views: [[false, "form"]], target: "current",
+            });
+        } catch (e) {
+            this.notification.add("Booking failed: " + (e.message || e), { type: "danger" });
+            s.saving = false;
+        }
+    }
+}
+registry.category("actions").add("fusion_claims.service_booking", ServiceBookingWizard);

fusion_claims/static/src/scss/_service_booking_tokens.scss

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

fusion_claims/static/src/scss/service_booking.scss

@@ -0,0 +1,283 @@
+// Fusion Claims — Service Booking wizard component styles.
+//
+// Ported from the mockup (technician-booking-wizard.html) scoped under
+// .o_service_booking. The mockup's CSS custom properties (--page, --card, …)
+// are renamed mechanically to the --sb-* tokens emitted by
+// _service_booking_tokens.scss (which MUST load first in the bundle). The
+// manual .theme-btn dark toggle is dropped — Odoo serves the dark bundle.
+//
+// Surfaces use the explicit-hex tokens (three-layer contrast: page -> card ->
+// field), never var(--bs-*). color-mix() is used only in standalone
+// background / box-shadow properties — never inside a border shorthand (the
+// Odoo 19 SCSS compiler silently drops color-mix in border shorthands).
+
+.o_service_booking {
+    background: var(--sb-page);
+    color: var(--sb-text);
+    font-family: 'Inter', 'Helvetica Neue', Helvetica, Arial, system-ui, sans-serif;
+    font-size: 14px;
+    min-height: 100%;
+    overflow: auto;
+
+    * { box-sizing: border-box; }
+
+    .wrap { max-width: 1000px; margin: 24px auto; padding: 0 18px; }
+
+    .dialog {
+        background: var(--sb-panel);
+        border: 1px solid var(--sb-border);
+        border-radius: 16px;
+        box-shadow: 0 12px 40px rgba(16, 24, 40, .16);
+        overflow: hidden;
+    }
+
+    .topbar {
+        background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%);
+        padding: 17px 24px;
+        display: flex;
+        align-items: center;
+        justify-content: space-between;
+        color: #fff;
+
+        h1 { font-size: 19px; font-weight: 700; margin: 0; }
+        .sub { font-size: 12.5px; opacity: .9; margin-top: 2px; }
+    }
+
+    .stepper {
+        display: flex;
+        gap: 6px;
+        padding: 11px 24px;
+        background: var(--sb-panel);
+        border-bottom: 1px solid var(--sb-border);
+        flex-wrap: wrap;
+    }
+    .step {
+        font-size: 11.5px;
+        font-weight: 600;
+        color: var(--sb-faint);
+        padding: 5px 13px;
+        border-radius: 20px;
+        background: var(--sb-chip);
+    }
+    .step.active { color: #fff; background: linear-gradient(135deg, #3a8fb7, #2e7aad); }
+    .step.draft { margin-left: auto; color: var(--sb-money); background: var(--sb-money-soft); }
+
+    .body { padding: 20px 24px 6px; }
+    .grid { display: grid; grid-template-columns: 1fr 1fr; gap: 16px; }
+    @media (max-width: 780px) { .grid { grid-template-columns: 1fr; } }
+
+    .card {
+        background: var(--sb-card);
+        border: 1px solid var(--sb-border);
+        border-radius: 13px;
+        padding: 16px 17px;
+        box-shadow: 0 1px 3px rgba(16, 24, 40, .08), 0 1px 2px rgba(16, 24, 40, .06);
+    }
+    .card.span2 { grid-column: 1 / -1; }
+    .card h3 {
+        margin: 0 0 13px;
+        font-size: 11.5px;
+        font-weight: 700;
+        letter-spacing: .7px;
+        text-transform: uppercase;
+        color: var(--sb-muted);
+        display: flex;
+        align-items: center;
+        gap: 7px;
+    }
+    .card h3 .dot { width: 7px; height: 7px; border-radius: 50%; background: linear-gradient(135deg, #5ba848, #2e7aad); }
+    .card h3 .tag {
+        margin-left: auto;
+        font-size: 10px;
+        font-weight: 700;
+        color: var(--sb-money);
+        background: var(--sb-money-soft);
+        padding: 2px 8px;
+        border-radius: 10px;
+        letter-spacing: .3px;
+    }
+
+    label.fl { display: block; font-size: 12px; font-weight: 600; color: var(--sb-muted); margin: 0 0 5px; }
+    .row { margin-bottom: 12px; }
+    .row:last-child { margin-bottom: 0; }
+    .two { display: grid; grid-template-columns: 1fr 1fr; gap: 11px; }
+    .three { display: grid; grid-template-columns: 1fr 1fr 1fr; gap: 9px; }
+
+    input.f, select.f, textarea.f {
+        width: 100%;
+        background: var(--sb-field);
+        color: var(--sb-text);
+        border: 1px solid var(--sb-field-border);
+        border-radius: 9px;
+        padding: 9px 11px;
+        font-size: 13.5px;
+        font-family: inherit;
+        outline: none;
+        transition: border .15s, box-shadow .15s;
+    }
+    input.f:focus, select.f:focus, textarea.f:focus {
+        border-color: var(--sb-field-focus);
+        box-shadow: 0 0 0 3px color-mix(in srgb, var(--sb-field-focus) 22%, transparent);
+    }
+    textarea.f { resize: vertical; min-height: 56px; }
+
+    .hint { font-size: 11px; color: var(--sb-faint); margin-top: 5px; }
+    .with-icon { position: relative; }
+    .with-icon .pin { position: absolute; right: 10px; top: 50%; transform: translateY(-50%); color: #5ba848; font-size: 16px; }
+
+    .seg {
+        display: inline-flex;
+        background: var(--sb-chip);
+        border: 1px solid var(--sb-border);
+        border-radius: 9px;
+        padding: 3px;
+        gap: 3px;
+    }
+    .seg button {
+        border: none;
+        background: transparent;
+        color: var(--sb-muted);
+        font-weight: 600;
+        font-size: 12.5px;
+        padding: 6px 14px;
+        border-radius: 7px;
+        cursor: pointer;
+        font-family: inherit;
+    }
+    .seg button.on { background: var(--sb-card); color: var(--sb-accent); box-shadow: 0 1px 3px rgba(16, 24, 40, .08), 0 1px 2px rgba(16, 24, 40, .06); }
+    .seg.full { display: flex; }
+    .seg.full button { flex: 1; }
+
+    .timepick { display: inline-flex; align-items: stretch; gap: 7px; }
+    .timepick select.f { width: auto; padding-right: 24px; }
+    .ampm { display: inline-flex; background: var(--sb-chip); border: 1px solid var(--sb-border); border-radius: 9px; padding: 3px; }
+    .ampm button {
+        border: none;
+        background: transparent;
+        color: var(--sb-muted);
+        font-weight: 700;
+        font-size: 12px;
+        padding: 6px 12px;
+        border-radius: 7px;
+        cursor: pointer;
+        font-family: inherit;
+    }
+    .ampm button.on { background: var(--sb-accent); color: #fff; }
+    .endtime { font-size: 13px; color: var(--sb-muted); margin-top: 7px; }
+    .endtime b { color: var(--sb-text); }
+
+    .avail {
+        display: inline-flex;
+        align-items: center;
+        gap: 6px;
+        font-size: 11.5px;
+        font-weight: 600;
+        color: var(--sb-ok);
+        background: color-mix(in srgb, var(--sb-ok) 14%, transparent);
+        padding: 3px 9px;
+        border-radius: 20px;
+        margin-top: 6px;
+    }
+
+    .opt {
+        display: flex;
+        align-items: center;
+        justify-content: space-between;
+        padding: 9px 0;
+        border-bottom: 1px solid var(--sb-border);
+    }
+    .opt:last-child { border-bottom: none; }
+    .opt .lab { font-size: 13.5px; font-weight: 500; }
+    .opt .lab small { display: block; color: var(--sb-faint); font-weight: 400; font-size: 11.5px; }
+
+    .sw {
+        width: 42px;
+        height: 24px;
+        border-radius: 20px;
+        background: var(--sb-field-border);
+        position: relative;
+        cursor: pointer;
+        transition: background .15s;
+        flex-shrink: 0;
+    }
+    .sw::after {
+        content: '';
+        position: absolute;
+        width: 18px;
+        height: 18px;
+        border-radius: 50%;
+        background: #fff;
+        top: 3px;
+        left: 3px;
+        transition: left .15s;
+        box-shadow: 0 1px 2px rgba(0, 0, 0, .3);
+    }
+    .sw.on { background: var(--sb-ok); }
+    .sw.on::after { left: 21px; }
+
+    // fee readout inside Service & Pricing
+    .feeline {
+        display: flex;
+        align-items: center;
+        justify-content: space-between;
+        background: var(--sb-money-soft);
+        border: 1px solid var(--sb-border);
+        border-radius: 10px;
+        padding: 11px 14px;
+        margin-top: 4px;
+    }
+    .feeline .lbl { font-size: 12.5px; font-weight: 600; color: var(--sb-text); }
+    .feeline .lbl small { display: block; color: var(--sb-faint); font-weight: 400; font-size: 11px; }
+    .feeline .amt { font-size: 20px; font-weight: 800; color: var(--sb-money); }
+
+    // ESTIMATE strip
+    .estimate {
+        grid-column: 1 / -1;
+        background: var(--sb-money-soft);
+        border: 1px solid var(--sb-border);
+        border-left: 5px solid var(--sb-money);
+        border-radius: 13px;
+        padding: 15px 18px;
+        display: flex;
+        align-items: center;
+        gap: 20px;
+        flex-wrap: wrap;
+    }
+    .estimate .breakdown { display: flex; gap: 18px; flex-wrap: wrap; flex: 1; }
+    .estimate .bk .k { font-size: 10.5px; text-transform: uppercase; letter-spacing: .5px; color: var(--sb-faint); }
+    .estimate .bk .v { font-size: 15px; font-weight: 700; margin-top: 1px; }
+    .estimate .total { text-align: right; }
+    .estimate .total .k { font-size: 11px; text-transform: uppercase; letter-spacing: .5px; color: var(--sb-money); font-weight: 700; }
+    .estimate .total .v { font-size: 27px; font-weight: 800; color: var(--sb-money); line-height: 1; }
+    .estimate .total .note { font-size: 11px; color: var(--sb-faint); margin-top: 3px; }
+
+    .foot {
+        display: flex;
+        align-items: center;
+        justify-content: flex-end;
+        gap: 11px;
+        padding: 16px 24px;
+        background: var(--sb-panel);
+        border-top: 1px solid var(--sb-border);
+    }
+    .foot .spacer { margin-right: auto; font-size: 12px; color: var(--sb-faint); }
+
+    .btn {
+        border: none;
+        border-radius: 10px;
+        padding: 11px 18px;
+        font-size: 13.5px;
+        font-weight: 600;
+        cursor: pointer;
+        font-family: inherit;
+    }
+    .btn.ghost { background: transparent; color: var(--sb-muted); border: 1px solid var(--sb-border); }
+    .btn.primary {
+        color: #fff;
+        background: linear-gradient(135deg, #5ba848, #2e7aad);
+        box-shadow: 0 3px 10px color-mix(in srgb, #2e7aad 40%, transparent);
+    }
+    .btn[disabled] { opacity: .6; cursor: not-allowed; }
+
+    .hide { display: none !important; }
+}

fusion_claims/static/src/xml/service_booking.xml

@@ -0,0 +1,208 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+    <t t-name="fusion_claims.ServiceBookingWizard" owl="1">
+        <div class="o_service_booking">
+            <div class="wrap">
+                <div class="dialog">
+                    <div class="topbar">
+                        <div>
+                            <h1>Book a Service</h1>
+                            <div class="sub">Repair · delivery · pickup — captures the job and creates the priced repair order</div>
+                        </div>
+                    </div>
+                    <div class="stepper">
+                        <span class="step active">Scheduled</span>
+                        <span class="step">En Route</span>
+                        <span class="step">In Progress</span>
+                        <span class="step">Completed</span>
+                        <span class="step draft">● Draft repair SO will be created</span>
+                    </div>
+
+                    <div class="body">
+                        <div class="grid">
+                            <!-- CUSTOMER -->
+                            <div class="card">
+                                <h3><span class="dot"></span>Customer</h3>
+                                <div class="row">
+                                    <div class="seg full">
+                                        <button t-att-class="{ on: state.custMode === 'existing' }"
+                                                t-on-click="() => this.setCust('existing')">Existing customer</button>
+                                        <button t-att-class="{ on: state.custMode === 'new' }"
+                                                t-on-click="() => this.setCust('new')">New client</button>
+                                    </div>
+                                </div>
+                                <div t-if="state.custMode === 'existing'">
+                                    <div class="row">
+                                        <label class="fl">Search by phone, name or SO</label>
+                                        <input class="f" t-model="state.soSearch" placeholder="e.g. (416) 555-0142 …"/>
+                                        <div class="hint">Inbound call? Type the phone number — we match the contact &amp; their history.</div>
+                                    </div>
+                                </div>
+                                <div t-if="state.custMode === 'new'">
+                                    <div class="row two">
+                                        <div><label class="fl">Client name *</label><input class="f" t-model="state.customer.name" placeholder="Full name"/></div>
+                                        <div><label class="fl">Phone *</label><input class="f" t-model="state.customer.phone" placeholder="(416) 555-…"/></div>
+                                    </div>
+                                    <div class="row"><label class="fl">Email</label><input class="f" type="email" t-model="state.customer.email" placeholder="client@email.com"/></div>
+                                    <div class="row"><label class="fl">Address</label>
+                                        <div class="with-icon"><input class="f" t-model="state.customer.street" placeholder="Start typing an address…"/><span class="pin">📍</span></div>
+                                    </div>
+                                    <div class="row three">
+                                        <div><label class="fl">Unit</label><input class="f" t-model="state.customer.unit" placeholder="#"/></div>
+                                        <div><label class="fl">Buzz</label><input class="f" t-model="state.customer.buzz" placeholder="—"/></div>
+                                        <div><label class="fl">City</label><input class="f" t-model="state.customer.city" placeholder="City"/></div>
+                                    </div>
+                                    <div class="hint">Contact is created &amp; linked on save — all from this page.</div>
+                                </div>
+                            </div>
+
+                            <!-- SERVICE & PRICING -->
+                            <div class="card">
+                                <h3><span class="dot"></span>Service &amp; Pricing<span class="tag">$ REVENUE</span></h3>
+                                <div class="row two">
+                                    <div>
+                                        <label class="fl">Device being serviced</label>
+                                        <select class="f" t-on-change="onDevice">
+                                            <option value="standard">Mobility Scooter</option>
+                                            <option value="standard">Powerchair</option>
+                                            <option value="standard">Wheelchair</option>
+                                            <option value="lift">Stairlift</option>
+                                            <option value="lift">Patient / Ceiling Lift</option>
+                                            <option value="standard">Lift Chair</option>
+                                            <option value="standard">Hospital Bed</option>
+                                            <option value="standard">Other</option>
+                                        </select>
+                                    </div>
+                                    <div>
+                                        <label class="fl">Issue / symptom</label>
+                                        <input class="f" t-model="state.issue" placeholder="e.g. won't power on"/>
+                                    </div>
+                                </div>
+                                <div class="row" t-if="!state.inShop">
+                                    <label class="fl">Service call type</label>
+                                    <select class="f"
+                                            t-on-change="onCallType">
+                                        <t t-foreach="state.calloutRates" t-as="r" t-key="r.code">
+                                            <option t-att-value="r.code"
+                                                    t-att-selected="state.category === r.category and state.timing === r.timing">
+                                                <t t-esc="r.name"/> — $<t t-esc="fmt(r.price)"/><t t-if="r.adds_per_km"> + $<t t-esc="fmt(state.perKm)"/>/km ×2-way</t>
+                                            </option>
+                                        </t>
+                                    </select>
+                                    <div class="hint">Auto-suggested from the device — change if needed.</div>
+                                </div>
+                                <div class="feeline" t-if="!state.inShop and callout">
+                                    <div class="lbl">Call-out fee<small><t t-esc="callout.name"/><t t-if="callout.adds_per_km"> · + travel</t><t t-else=""> · includes 30 min labour</t></small></div>
+                                    <div class="amt">$<t t-esc="fmt(callout.price)"/></div>
+                                </div>
+                                <div class="hint" t-if="state.inShop">In-shop job — no call-out fee; labour billed at $<t t-esc="fmt(state.labour.inshop)"/>/hr.</div>
+                            </div>
+
+                            <!-- SCHEDULE -->
+                            <div class="card">
+                                <h3><span class="dot"></span>Schedule</h3>
+                                <div class="row two">
+                                    <div><label class="fl">Date</label><input class="f" type="date" t-model="state.date"/></div>
+                                    <div><label class="fl">Duration</label>
+                                        <select class="f" t-model.number="state.durationHr">
+                                            <option value="0.5">30 min</option>
+                                            <option value="1">1 hour</option>
+                                            <option value="1.5">1.5 hours</option>
+                                            <option value="2">2 hours</option>
+                                            <option value="3">3 hours</option>
+                                        </select>
+                                    </div>
+                                </div>
+                                <div class="row">
+                                    <label class="fl">Start time</label>
+                                    <div class="timepick">
+                                        <select class="f" t-model.number="state.hour">
+                                            <option value="9">9</option>
+                                            <option value="10">10</option>
+                                            <option value="11">11</option>
+                                            <option value="12">12</option>
+                                            <option value="1">1</option>
+                                            <option value="2">2</option>
+                                            <option value="3">3</option>
+                                            <option value="4">4</option>
+                                        </select>
+                                        <select class="f" t-model.number="state.minute">
+                                            <option value="0">:00</option>
+                                            <option value="15">:15</option>
+                                            <option value="30">:30</option>
+                                            <option value="45">:45</option>
+                                        </select>
+                                        <div class="ampm">
+                                            <button t-att-class="{ on: state.ampm === 'AM' }" t-on-click="() => this.setAmpm('AM')">AM</button>
+                                            <button t-att-class="{ on: state.ampm === 'PM' }" t-on-click="() => this.setAmpm('PM')">PM</button>
+                                        </div>
+                                    </div>
+                                    <div class="endtime">Ends at <b><t t-esc="endLabel"/></b> · your local time</div>
+                                </div>
+                                <div class="row">
+                                    <label class="fl">Technician</label>
+                                    <select class="f" t-model.number="state.technicianId">
+                                        <option value="">— Choose —</option>
+                                        <t t-foreach="state.technicians" t-as="t" t-key="t.id">
+                                            <option t-att-value="t.id"><t t-esc="t.name"/></option>
+                                        </t>
+                                    </select>
+                                </div>
+                            </div>
+
+                            <!-- LOCATION -->
+                            <div class="card">
+                                <h3><span class="dot"></span>Location</h3>
+                                <div class="opt" style="border:none; padding-top:0;">
+                                    <div class="lab">In-shop job<small>At the store — no call-out, labour @ $<t t-esc="fmt(state.labour.inshop)"/>/hr</small></div>
+                                    <div class="sw" t-att-class="{ on: state.inShop }" t-on-click="toggleInShop"></div>
+                                </div>
+                                <div t-if="!state.inShop">
+                                    <div class="row"><label class="fl">Job address</label>
+                                        <div class="with-icon"><input class="f" t-model="state.customer.street" placeholder="Auto-fills from customer…"/><span class="pin">📍</span></div>
+                                    </div>
+                                    <div class="row two">
+                                        <div><label class="fl">Unit / Suite</label><input class="f" t-model="state.customer.unit" placeholder="#"/></div>
+                                        <div><label class="fl">Buzz code</label><input class="f" t-model="state.customer.buzz" placeholder="—"/></div>
+                                    </div>
+                                </div>
+                            </div>
+
+                            <!-- JOB DETAILS -->
+                            <div class="card span2">
+                                <h3><span class="dot"></span>Job details</h3>
+                                <div class="two">
+                                    <div class="row"><label class="fl">Work description</label><textarea class="f" t-model="state.description" placeholder="Symptom, what to check, history…"></textarea></div>
+                                    <div class="row"><label class="fl">Parts / materials to bring</label><textarea class="f" t-model="state.materials" placeholder="Batteries, controller, casters…"></textarea></div>
+                                </div>
+                                <div class="opt"><div class="lab">Under manufacturer warranty<small>Parts not billed when covered</small></div><div class="sw" t-att-class="{ on: state.warranty }" t-on-click="() => state.warranty = !state.warranty"></div></div>
+                                <div class="opt"><div class="lab">POD required<small>Capture proof of delivery on completion</small></div><div class="sw" t-att-class="{ on: state.pod }" t-on-click="() => state.pod = !state.pod"></div></div>
+                                <div class="opt"><div class="lab">Send client confirmation (email/SMS)<small>Booked · en-route · completed</small></div><div class="sw" t-att-class="{ on: state.emailConfirm }" t-on-click="() => state.emailConfirm = !state.emailConfirm"></div></div>
+                                <div class="opt"><div class="lab">Request Google review after completion</div><div class="sw" t-att-class="{ on: state.googleReview }" t-on-click="() => state.googleReview = !state.googleReview"></div></div>
+                            </div>
+
+                            <!-- ESTIMATE -->
+                            <div class="estimate">
+                                <div class="breakdown">
+                                    <div class="bk"><div class="k">Call-out</div><div class="v"><t t-if="state.inShop">—</t><t t-else="">$<t t-esc="fmt(estimate.callout)"/></t></div></div>
+                                    <div class="bk"><div class="k">Est. labour</div><div class="v">$<t t-esc="fmt(estimate.labour)"/> · <t t-esc="estimate.billHr"/>h @ $<t t-esc="fmt(labourRate)"/></div></div>
+                                    <div class="bk" t-if="estimate.addsKm"><div class="k">Travel ($<t t-esc="fmt(state.perKm)"/>/km ×2)</div><div class="v">$<t t-esc="fmt(estimate.km)"/></div></div>
+                                </div>
+                                <div class="total"><div class="k">Estimated total</div><div class="v">$<t t-esc="fmt(estimate.total)"/></div>
+                                    <div class="note">+ parts as used · pre-tax · a draft SO is created</div></div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <div class="foot">
+                        <span class="spacer">Local time · America/Toronto · <t t-esc="state.distanceKm"/> km away</span>
+                        <button class="btn ghost" t-on-click="() => this.action.doAction({ type: 'ir.actions.act_window_close' })">Cancel</button>
+                        <button class="btn primary" t-on-click="submit" t-att-disabled="state.saving">Book &amp; Create SO</button>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </t>
+
+</templates>

fusion_claims/tests/__init__.py

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

fusion_claims/tests/test_service_booking.py

@@ -0,0 +1,75 @@
+# -*- coding: utf-8 -*-
+from datetime import date
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestServiceBooking(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Task = cls.env['fusion.technician.task']
+        # technician_id is required on a task (domain x_fc_is_field_staff=True).
+        cls.tech = cls.env['res.users'].create({
+            'name': 'Service Booking Tech',
+            'login': 'svcbook_tech',
+            'x_fc_is_field_staff': True,
+        })
+
+    def test_task_without_order_is_allowed(self):
+        # No SO/PO must NOT raise after the relax. description is required and a
+        # non-in-store task needs an address, so set both here to isolate the test
+        # to the order-link relaxation (not those unrelated base constraints).
+        t = self.Task.create({
+            'task_type': 'repair',
+            'technician_id': self.tech.id,
+            'scheduled_date': date(2026, 6, 3),
+            'description': 'Test repair',
+            'is_in_store': True,
+        })
+        self.assertTrue(t.id)
+
+    def test_sale_order_has_service_repair_flag(self):
+        so = self.env['sale.order'].new({})
+        self.assertIn('x_fc_is_service_repair', so._fields)
+
+    def test_resolve_service_lines_standard_rush(self):
+        Task = self.Task
+        lines = Task._resolve_service_lines('standard', 'rush', in_shop=False, distance_km=10.0)
+        # call-out $120 + per-km line qty 20 @ $0.70
+        callout = [l for l in lines if l['price_unit'] == 120.0]
+        per_km = [l for l in lines if l['name_is_km']]
+        self.assertTrue(callout)
+        self.assertEqual(per_km[0]['product_uom_qty'], 20.0)
+        self.assertEqual(per_km[0]['price_unit'], 0.70)
+
+    def test_resolve_service_lines_in_shop_empty_callout(self):
+        lines = self.Task._resolve_service_lines('standard', 'normal', in_shop=True, distance_km=5.0)
+        self.assertEqual(lines, [])
+
+    def test_build_service_so(self):
+        partner = self.env['res.partner'].create({'name': 'Walk-in Wanda'})
+        so = self.Task._build_service_so(partner, 'standard', 'normal', False, 0.0)
+        self.assertEqual(so.state, 'draft')
+        self.assertTrue(so.x_fc_is_service_repair)
+        self.assertEqual(so.partner_id, partner)
+        self.assertEqual(so.order_line[0].price_unit, 95.0)
+
+    def test_action_book_creates_contact_task_and_so(self):
+        payload = {
+            'cust_mode': 'new',
+            'customer': {'name': 'Nina New', 'phone': '4165550199', 'email': 'nina@x.com',
+                         'street': '88 Bloor St E', 'city': 'Toronto'},
+            'category': 'standard', 'timing': 'normal', 'in_shop': False,
+            'device': 'scooter', 'issue': "won't power on",
+            'date': '2026-06-03', 'time_start': 9.0, 'duration_hr': 1.0,
+            'technician_id': self.tech.id, 'description': 'check battery',
+        }
+        res = self.Task.action_book_from_wizard(payload)
+        self.assertTrue(res['task_id'] and res['order_id'])
+        task = self.Task.browse(res['task_id'])
+        self.assertEqual(task.sale_order_id.id, res['order_id'])
+        self.assertEqual(task.sale_order_id.order_line[0].price_unit, 95.0)
+        partner = self.env['res.partner'].search([('email', '=ilike', 'nina@x.com')], limit=1)
+        self.assertTrue(partner)

fusion_claims/tests/test_service_rate.py

@@ -0,0 +1,55 @@
+# -*- coding: utf-8 -*-
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestServiceRate(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Rate = cls.env['fusion.service.rate']
+        cls.product = cls.env['product.product'].create({
+            'name': 'Test Service Product', 'type': 'service',
+        })
+
+    def _make(self, **kw):
+        vals = dict(name='Rate', code='c1', rate_kind='callout', category='standard',
+                    timing='normal', product_id=self.product.id, price=95.0, unit='fixed')
+        vals.update(kw)
+        return self.Rate.create(vals)
+
+    def test_get_callout_matches_category_and_timing(self):
+        r = self._make(code='callout_standard_normal', category='standard', timing='normal', price=95.0)
+        self._make(code='callout_lift_normal', category='lift', timing='normal', price=160.0)
+        self.assertEqual(self.Rate.get_callout('standard', 'normal'), r)
+
+    def test_get_callout_in_shop_returns_empty(self):
+        self._make(code='callout_standard_normal_b')
+        self.assertFalse(self.Rate.get_callout('standard', 'normal', in_shop=True))
+
+    def test_get_rate_by_code(self):
+        r = self._make(code='per_km', rate_kind='travel', category='na', timing='na', unit='per_km', price=0.70)
+        self.assertEqual(self.Rate.get_rate('per_km'), r)
+
+    def test_code_must_be_unique(self):
+        self._make(code='dup')
+        with self.assertRaises(Exception):
+            self._make(code='dup')
+            self.env.flush_all()
+
+    def test_seeded_callouts_exist(self):
+        # standard normal $95, lift after-hours $205 are the canonical seeds
+        std = self.env.ref('fusion_claims.rate_callout_standard_normal')
+        self.assertEqual(std.price, 95.0)
+        self.assertEqual(std.rate_kind, 'callout')
+        self.assertTrue(std.product_id)
+        lift_ah = self.env.ref('fusion_claims.rate_callout_lift_afterhours')
+        self.assertEqual(lift_ah.price, 205.0)
+        self.assertTrue(lift_ah.adds_per_km)
+
+    def test_seeded_per_km(self):
+        km = self.env['fusion.service.rate'].get_rate('per_km')
+        self.assertTrue(km)
+        self.assertEqual(km.unit, 'per_km')
+        self.assertEqual(km.price, 0.70)

fusion_claims/views/service_booking_action.xml

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

fusion_claims/views/service_rate_views.xml

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

fusion_clock/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Clock',
-    'version': '19.0.4.1.0',
+    'version': '19.0.4.2.0',
     'category': 'Human Resources/Attendances',
     'summary': 'Complete Employee T&A with Geofencing, Shifts, Penalties, Overtime, Kiosk, Dashboard & Payroll Export',
     'description': """

fusion_clock/controllers/clock_api.py

@@ -287,6 +287,11 @@ class FusionClockAPI(http.Controller):
 
                 attendance.sudo().write(write_vals)
 
+                # A successful clock-in resolves any pending missed-clock-out flag,
+                # so the employee is never nagged once they are back on the clock.
+                if employee.x_fclk_pending_reason:
+                    employee.sudo().write({'x_fclk_pending_reason': False})
+
                 # Log clock-in
                 self._log_activity(
                     employee, 'clock_in',
@@ -542,7 +547,10 @@ class FusionClockAPI(http.Controller):
             'is_checked_in': is_checked_in,
             'employee_name': employee.name,
             'enable_clock': employee.x_fclk_enable_clock,
-            'pending_reason': employee.x_fclk_pending_reason,
+            # Only nag when there is genuinely something to explain: a flag set,
+            # the employee NOT currently on the clock, and not attendance-exempt.
+            'pending_reason': (employee.x_fclk_pending_reason and not is_checked_in
+                               and not employee._fclk_is_attendance_exempt()),
             'ontime_streak': employee.x_fclk_ontime_streak,
         }
         local_today = get_local_today(request.env, employee)
@@ -728,7 +736,8 @@ class FusionClockAPI(http.Controller):
             'is_checked_in': is_checked_in,
             'check_in': check_in,
             'location_name': location_name,
-            'pending_reason': employee.x_fclk_pending_reason,
+            'pending_reason': (employee.x_fclk_pending_reason and not is_checked_in
+                               and not employee._fclk_is_attendance_exempt()),
             'today_hours': today_hours,
             'week_hours': week_hours,
             'overtime_week': round(employee.x_fclk_overtime_this_week or 0, 2),

fusion_clock/controllers/clock_kiosk.py

@@ -137,6 +137,9 @@ class FusionClockKiosk(http.Controller):
                     'x_fclk_clock_source': 'kiosk',
                     'x_fclk_check_in_photo': photo_bytes if photo_bytes else False,
                 })
+                # Back on the clock -> clear any stale missed-clock-out flag.
+                if employee.x_fclk_pending_reason:
+                    employee.sudo().write({'x_fclk_pending_reason': False})
                 api._log_activity(employee, 'clock_in', f"Kiosk clock-in at {location.name}",
                                   attendance=attendance, location=location,
                                   latitude=0, longitude=0, distance=0, source='kiosk')

fusion_clock/controllers/clock_nfc_kiosk.py

@@ -345,6 +345,9 @@ class FusionClockNfcKiosk(http.Controller):
                 'x_fclk_clock_source': 'nfc_kiosk',
                 'x_fclk_check_in_photo': photo_bytes if photo_bytes else False,
             })
+            # Back on the clock -> clear any stale missed-clock-out flag.
+            if employee.x_fclk_pending_reason:
+                employee.sudo().write({'x_fclk_pending_reason': False})
             api._log_activity(
                 employee, 'clock_in',
                 f"NFC kiosk clock-in at {location.name}",

fusion_clock/migrations/19.0.4.2.0/post-migrate.py

@@ -0,0 +1,25 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+"""One-time reset of stale missed-clock-out flags on upgrade to 19.0.4.1.0.
+
+Background: x_fclk_pending_reason was set by the absence + auto-clock-out crons
+but only cleared by the systray reason dialog -- never by the kiosk / NFC clock
+paths that staff actually use. During the kiosk rollout the absence cron flagged
+essentially the whole company (hundreds of "absent" logs), and those flags then
+nagged everyone forever, even while currently clocked in.
+
+This release clears the flag on every clock-in (all paths), stops absences from
+setting it at all, and exempts owners. The flags already on record are stale
+artifacts of the rollout, so wipe them once here; correct ones re-appear only
+for a genuine forgotten clock-out from now on.
+"""
+
+
+def migrate(cr, version):
+    if not version:
+        return
+    cr.execute(
+        "UPDATE hr_employee SET x_fclk_pending_reason = false "
+        "WHERE x_fclk_pending_reason = true"
+    )

fusion_clock/models/hr_attendance.py

@@ -345,6 +345,9 @@ class HrAttendance(models.Model):
                 continue
 
             employee = att.employee_id
+            # Owners / attendance-exempt employees are never auto-clocked-out or nagged.
+            if employee._fclk_is_attendance_exempt():
+                continue
             clock_out_time = effective_deadline
             try:
                 with self.env.cr.savepoint():
@@ -456,6 +459,9 @@ class HrAttendance(models.Model):
         for emp in employees:
             try:
                 with self.env.cr.savepoint():
+                    # Owners / attendance-exempt employees are never flagged absent.
+                    if emp._fclk_is_attendance_exempt():
+                        continue
                     yesterday = get_local_today(self.env, emp) - timedelta(days=1)
 
                     # Only days the employee was actually scheduled to work
@@ -498,7 +504,11 @@ class HrAttendance(models.Model):
                         'source': 'system',
                     })
 
-                    emp.sudo().write({'x_fclk_pending_reason': True})
+                    # NOTE: an absence does NOT set x_fclk_pending_reason. That flag
+                    # drives the "explain your missed clock-OUT (departure time)"
+                    # dialog, which is meaningless for a day with no attendance and
+                    # caused a persistent false nag. The absence is logged + the
+                    # office is notified on excess; that is the absence remedy.
 
                     month_start = yesterday.replace(day=1)
                     month_boundary_start, _ = get_local_day_boundaries(self.env, month_start, emp)
@@ -546,6 +556,9 @@ class HrAttendance(models.Model):
         for emp in employees:
             try:
                 with self.env.cr.savepoint():
+                    # Owners / attendance-exempt employees are never reminded.
+                    if emp._fclk_is_attendance_exempt():
+                        continue
                     today = get_local_today(self.env, emp)
                     if not emp._get_fclk_day_plan(today).get('scheduled'):
                         continue
@@ -610,6 +623,9 @@ class HrAttendance(models.Model):
         company_name = company.name or ''
 
         for emp in employees:
+            # Owners / attendance-exempt employees get no weekly summary.
+            if emp._fclk_is_attendance_exempt():
+                continue
             if not emp.work_email:
                 continue
 

fusion_clock/models/hr_employee.py

@@ -40,6 +40,18 @@ class HrEmployee(models.Model):
         help="If set, employee must explain a missed clock-out before clocking in again.",
     )
 
+    # Attendance exemption (owners / anyone who works but is not "on the clock").
+    # Exempt employees are skipped by absence detection, auto-clock-out and
+    # reminders, and never see the missed-clock-out reason dialog.
+    x_fclk_exempt_from_attendance = fields.Boolean(
+        string='Exempt from Attendance Tracking',
+        default=False,
+        help="If set, this employee is never flagged absent, auto-clocked-out, "
+             "reminded, or asked to explain a missed clock-out. Use for owners "
+             "and others who work but are not on the clock. The Fusion Clock "
+             "'Owner' role grants this automatically.",
+    )
+
     # Kiosk PIN
     x_fclk_kiosk_pin = fields.Char(
         string='Kiosk PIN',
@@ -122,6 +134,19 @@ class HrEmployee(models.Model):
         help="Tracks the last date a reminder was sent to avoid duplicates.",
     )
 
+    def _fclk_is_attendance_exempt(self):
+        """True when this employee is exempt from attendance automation.
+
+        Exempt = the per-employee checkbox is set, OR the linked user holds the
+        Fusion Clock 'Owner' role. Exempt employees are never flagged absent,
+        auto-clocked-out, reminded, or shown the missed-clock-out reason dialog.
+        """
+        self.ensure_one()
+        if self.x_fclk_exempt_from_attendance:
+            return True
+        user = self.user_id
+        return bool(user) and user.has_group('fusion_clock.group_fusion_clock_owner')
+
     def _get_fclk_schedule_for_date(self, date):
         """Return this employee's dated Fusion Clock schedule for a local date."""
         self.ensure_one()

fusion_clock/security/security.xml

@@ -49,6 +49,18 @@
         <field name="comment">Can manage locations, view all attendance, generate reports</field>
     </record>
 
+    <!-- Owner: top of the role ladder. Carries ALL Manager permissions but is
+         exempt from attendance automation (no absence flags, no auto-clock-out
+         nag, no reminders, no missed-clock-out dialog). For owners/principals
+         who work but are not "on the clock". Implies Manager, so it renders as
+         the highest role in the single Fusion Clock access dropdown. -->
+    <record id="group_fusion_clock_owner" model="res.groups">
+        <field name="name">Owner</field>
+        <field name="privilege_id" ref="res_groups_privilege_fusion_clock"/>
+        <field name="implied_ids" eval="[(4, ref('group_fusion_clock_manager'))]"/>
+        <field name="comment">Full Clock management; exempt from attendance tracking, reminders and missed-clock alerts.</field>
+    </record>
+
     <!-- Dedicated kiosk-operator permission: can run the shared clock kiosk
          (NFC tap / PIN) WITHOUT full Clock Manager access. Gates the
          "Fusion Clock Kiosk" app menu and is accepted by the kiosk controllers.

fusion_clock/static/src/js/fusion_clock_systray.js

@@ -71,7 +71,10 @@ export class FusionClockFAB extends Component {
             this.state.todayHours = (result.today_hours || 0).toFixed(1);
             this.state.weekHours = (result.week_hours || 0).toFixed(1);
 
-            if (result.pending_reason) {
+            // Never raise the missed-clock-out dialog while the employee is
+            // currently on the clock (the server already guards this, but keep
+            // the UI honest too).
+            if (result.pending_reason && !result.is_checked_in) {
                 this.state.showReasonDialog = true;
             }
 

fusion_clock/tests/__init__.py

@@ -10,3 +10,4 @@ from . import test_pay_period
 from . import test_settings
 from . import test_clock_kiosk
 from . import test_break_rules
+from . import test_pending_reason_exempt

fusion_clock/tests/test_pending_reason_exempt.py

@@ -0,0 +1,241 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+"""Regression tests for the missed-clock-out ("pending reason") nag and the
+new owner/attendance-exemption.
+
+Root cause these tests pin down:
+  * The `x_fclk_pending_reason` flag was set by the absence + auto-clock-out
+    crons but ONLY cleared by the systray reason dialog. The kiosk / NFC clock
+    paths (how Entech actually clocks in) never cleared it, so a stale flag
+    nagged employees forever -- even while currently clocked in.
+  * Owners work but are not "on the clock"; they must be exempt from absence
+    flagging, auto-clock-out nags and the reason dialog.
+"""
+
+import json
+from datetime import date, timedelta
+
+from odoo import fields
+from odoo.tests import tagged
+from odoo.tests.common import HttpCase, TransactionCase
+
+try:
+    from freezegun import freeze_time
+except ImportError:  # freezegun may be absent on the runtime image
+    freeze_time = None
+
+MON = date(2026, 6, 1)   # Monday
+TUE = date(2026, 6, 2)   # Tuesday
+
+
+@tagged('-at_install', 'post_install', 'fusion_clock')
+class TestAttendanceExemptHelper(TransactionCase):
+    """`hr.employee._fclk_is_attendance_exempt()` truth table."""
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Employee = cls.env['hr.employee']
+        cls.owner_group = cls.env.ref('fusion_clock.group_fusion_clock_owner')
+
+    def test_plain_employee_not_exempt(self):
+        emp = self.Employee.create({'name': 'Plain', 'x_fclk_enable_clock': True})
+        self.assertFalse(emp._fclk_is_attendance_exempt())
+
+    def test_checkbox_makes_exempt(self):
+        emp = self.Employee.create({
+            'name': 'Flagged', 'x_fclk_enable_clock': True,
+            'x_fclk_exempt_from_attendance': True,
+        })
+        self.assertTrue(emp._fclk_is_attendance_exempt())
+
+    def test_owner_group_makes_exempt(self):
+        user = self.env['res.users'].create({
+            'name': 'Olivia Owner', 'login': 'olivia-owner-test',
+            'group_ids': [(4, self.owner_group.id)],
+        })
+        emp = self.Employee.create({
+            'name': 'Olivia Owner', 'x_fclk_enable_clock': True, 'user_id': user.id,
+        })
+        self.assertTrue(emp._fclk_is_attendance_exempt())
+
+    def test_owner_group_implies_manager(self):
+        """The Owner role must carry full Manager permissions."""
+        user = self.env['res.users'].create({
+            'name': 'Manager-by-owner', 'login': 'owner-implies-mgr',
+            'group_ids': [(4, self.owner_group.id)],
+        })
+        self.assertTrue(user.has_group('fusion_clock.group_fusion_clock_manager'))
+
+
+@tagged('-at_install', 'post_install', 'fusion_clock')
+class TestCronsRespectExemptAndPending(TransactionCase):
+    """Absence + auto-clock-out crons: no more pending nag, owners skipped."""
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Employee = cls.env['hr.employee']
+        cls.Schedule = cls.env['fusion.clock.schedule']
+        cls.Attendance = cls.env['hr.attendance']
+        cls.Log = cls.env['fusion.clock.activity.log']
+        cls.ICP = cls.env['ir.config_parameter'].sudo()
+        cls.ICP.set_param('fusion_clock.enable_auto_clockout', 'True')
+        cls.ICP.set_param('fusion_clock.max_shift_hours', '16')
+
+    def _post(self, emp, day):
+        return self.Schedule.create({
+            'employee_id': emp.id, 'schedule_date': day, 'state': 'posted',
+            'start_time': 9.0, 'end_time': 17.0, 'break_minutes': 30.0,
+        })
+
+    def test_absence_does_not_set_pending_reason(self):
+        if freeze_time is None:
+            self.skipTest("freezegun not available")
+        emp = self.Employee.create({'name': 'NoShow', 'x_fclk_enable_clock': True, 'tz': 'UTC'})
+        self._post(emp, MON)
+        with freeze_time("2026-06-02 09:00:00"):   # yesterday = scheduled Monday
+            self.Attendance._cron_fusion_check_absences()
+        # Absence is still logged ...
+        self.assertEqual(self.Log.search_count([
+            ('employee_id', '=', emp.id), ('log_type', '=', 'absent')]), 1)
+        # ... but it must NOT raise the missed-clock-out reason nag.
+        self.assertFalse(emp.x_fclk_pending_reason)
+
+    def test_absence_skips_exempt_employee(self):
+        if freeze_time is None:
+            self.skipTest("freezegun not available")
+        emp = self.Employee.create({
+            'name': 'OwnerNoShow', 'x_fclk_enable_clock': True, 'tz': 'UTC',
+            'x_fclk_exempt_from_attendance': True,
+        })
+        self._post(emp, MON)
+        with freeze_time("2026-06-02 09:00:00"):
+            self.Attendance._cron_fusion_check_absences()
+        self.assertEqual(self.Log.search_count([
+            ('employee_id', '=', emp.id), ('log_type', '=', 'absent')]), 0)
+        self.assertFalse(emp.x_fclk_pending_reason)
+
+    def test_auto_clockout_skips_exempt_employee(self):
+        emp = self.Employee.create({
+            'name': 'OwnerStale', 'x_fclk_enable_clock': True, 'tz': 'UTC',
+            'x_fclk_exempt_from_attendance': True,
+        })
+        now = fields.Datetime.now()
+        stale = self.Attendance.create({
+            'employee_id': emp.id, 'check_in': now - timedelta(hours=20),
+        })
+        self.Attendance._cron_fusion_auto_clock_out()
+        self.assertFalse(stale.check_out, "Exempt employee must not be auto-clocked-out.")
+        self.assertFalse(emp.x_fclk_pending_reason)
+
+    def test_auto_clockout_still_flags_normal_employee(self):
+        emp = self.Employee.create({'name': 'Forgetful', 'x_fclk_enable_clock': True, 'tz': 'UTC'})
+        now = fields.Datetime.now()
+        stale = self.Attendance.create({
+            'employee_id': emp.id, 'check_in': now - timedelta(hours=20),
+        })
+        self.Attendance._cron_fusion_auto_clock_out()
+        self.assertTrue(stale.check_out, "Over-cap shift must be auto-closed.")
+        self.assertTrue(emp.x_fclk_pending_reason, "Forgotten clock-out still asks for a reason.")
+
+
+@tagged('-at_install', 'post_install', 'fusion_clock')
+class TestKioskClearsPendingReason(HttpCase):
+    """Clocking in via either kiosk clears a stale pending-reason flag."""
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.ICP = cls.env['ir.config_parameter'].sudo()
+        cls.ICP.set_param('fusion_clock.enable_kiosk', 'True')
+        cls.ICP.set_param('fusion_clock.enable_nfc_kiosk', 'True')
+        cls.ICP.set_param('fusion_clock.nfc_photo_required', 'False')
+        cls.location = cls.env['fusion.clock.location'].create({
+            'name': 'Clear Plant', 'latitude': 43.65, 'longitude': -79.38, 'radius': 100,
+        })
+        cls.env.company.x_fclk_nfc_kiosk_location_id = cls.location.id
+        cls.env['res.users'].create({
+            'name': 'Clear Op', 'login': 'clear-op', 'password': 'kioskpass123',
+            'group_ids': [(4, cls.env.ref('fusion_clock.group_fusion_clock_manager').id)],
+        })
+        cls.pin_emp = cls.env['hr.employee'].create({
+            'name': 'Pat Pending', 'x_fclk_enable_clock': True, 'x_fclk_kiosk_pin': '1234',
+            'x_fclk_pending_reason': True,
+        })
+        cls.nfc_emp = cls.env['hr.employee'].create({
+            'name': 'Nina Pending', 'x_fclk_enable_clock': True,
+            'x_fclk_nfc_card_uid': '04:A2:B5:62:CC:01', 'x_fclk_pending_reason': True,
+        })
+
+    def setUp(self):
+        super().setUp()
+        from odoo.addons.fusion_clock.controllers import clock_nfc_kiosk as nfc_mod
+        nfc_mod._recent_taps.clear()
+
+    def _post(self, route, params):
+        self.authenticate('clear-op', 'kioskpass123')
+        resp = self.url_open(route, data=json.dumps({
+            'jsonrpc': '2.0', 'method': 'call', 'params': params,
+        }), headers={'Content-Type': 'application/json'})
+        return resp.json().get('result', {})
+
+    def test_pin_kiosk_clock_in_clears_pending(self):
+        res = self._post('/fusion_clock/kiosk/clock', {'employee_id': self.pin_emp.id})
+        self.assertEqual(res.get('action'), 'clock_in')
+        self.pin_emp.invalidate_recordset()
+        self.assertFalse(self.pin_emp.x_fclk_pending_reason)
+
+    def test_nfc_tap_clock_in_clears_pending(self):
+        res = self._post('/fusion_clock/kiosk/nfc/tap', {'card_uid': '04:A2:B5:62:CC:01'})
+        self.assertEqual(res.get('action'), 'clock_in')
+        self.nfc_emp.invalidate_recordset()
+        self.assertFalse(self.nfc_emp.x_fclk_pending_reason)
+
+
+@tagged('-at_install', 'post_install', 'fusion_clock')
+class TestGetStatusPendingReason(HttpCase):
+    """get_status must never raise the dialog for a clocked-in or exempt user."""
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.user = cls.env['res.users'].create({
+            'name': 'Status User', 'login': 'status-user', 'password': 'statuspass123',
+            'group_ids': [(4, cls.env.ref('fusion_clock.group_fusion_clock_user').id)],
+        })
+        cls.emp = cls.env['hr.employee'].create({
+            'name': 'Status User', 'x_fclk_enable_clock': True, 'tz': 'UTC',
+            'user_id': cls.user.id, 'x_fclk_pending_reason': True,
+        })
+
+    def _status(self):
+        self.authenticate('status-user', 'statuspass123')
+        resp = self.url_open('/fusion_clock/get_status', data=json.dumps({
+            'jsonrpc': '2.0', 'method': 'call', 'params': {},
+        }), headers={'Content-Type': 'application/json'})
+        return resp.json().get('result', {})
+
+    def test_pending_hidden_while_checked_in(self):
+        self.env['hr.attendance'].create({
+            'employee_id': self.emp.id, 'check_in': fields.Datetime.now() - timedelta(hours=1),
+        })
+        self.emp.invalidate_recordset()
+        res = self._status()
+        self.assertTrue(res.get('is_checked_in'))
+        self.assertFalse(res.get('pending_reason'),
+                         "A currently clocked-in employee must never be nagged.")
+
+    def test_pending_hidden_for_exempt(self):
+        self.emp.write({'x_fclk_exempt_from_attendance': True})
+        res = self._status()
+        self.assertFalse(res.get('is_checked_in'))
+        self.assertFalse(res.get('pending_reason'),
+                         "An exempt (owner) employee must never be nagged.")
+
+    def test_pending_shown_for_normal_not_checked_in(self):
+        """Sanity: the dialog still works for a genuine forgotten clock-out."""
+        res = self._status()
+        self.assertFalse(res.get('is_checked_in'))
+        self.assertTrue(res.get('pending_reason'))

fusion_clock/views/hr_employee_views.xml

@@ -15,6 +15,7 @@
                     <group>
                         <group string="Configuration">
                             <field name="x_fclk_enable_clock"/>
+                            <field name="x_fclk_exempt_from_attendance"/>
                             <field name="x_fclk_shift_id"/>
                             <field name="x_fclk_default_location_id"/>
                             <field name="x_fclk_break_minutes"/>

fusion_login_audit/models/res_users.py

@@ -346,15 +346,30 @@ class ResUsers(models.Model):
         string='Login Audit Count',
         compute='_compute_x_fc_login_audit_count',
     )
+    # NON-STORED on purpose — do NOT re-add store=True.
+    #
+    # These were store=True computed-from-the-audit-One2many. That meant every
+    # successful-login audit row (written through an INDEPENDENT
+    # registry.cursor(), see _fc_record_login_event) forced a recompute that
+    # flushed a write-back onto THIS res_users row. During portal-invitation
+    # acceptance the request has already locked that row (auth_signup just set
+    # the password in the same transaction), so the audit cursor's write-back
+    # blocked on the request's own row lock while the request's Python blocked
+    # waiting for the audit cursor — a self-deadlock Postgres cannot detect
+    # (the holder shows 'idle in transaction', not lock-waiting). Workers
+    # wedged for up to limit_time_real (20 min) and odoo-westin went
+    # unresponsive every time an invite was accepted (issue 2026-06-03).
+    #
+    # Keeping them non-stored means creating an audit row never touches
+    # res_users. They compute on read (display-only on the user form). The
+    # regression guard is tests.test_last_login_fields_not_stored.
     x_fc_last_successful_login = fields.Datetime(
         string='Last Successful Login',
         compute='_compute_x_fc_last_successful_login',
-        store=True,
     )
     x_fc_last_login_ip = fields.Char(
         string='Last Login IP', size=45,
         compute='_compute_x_fc_last_successful_login',
-        store=True,
     )
 
     @api.depends('x_fc_login_audit_ids')

fusion_login_audit/tests/test_login_audit.py

@@ -303,6 +303,54 @@ class TestFusionLoginAuditModel(TransactionCase):
         self.assertGreaterEqual(user.x_fc_login_audit_count, 1)
         self.assertEqual(user.x_fc_last_login_ip, '198.51.100.42')
 
+    def test_last_login_fields_not_stored(self):
+        """Regression guard for the 2026-06-03 invitation-acceptance hang.
+
+        x_fc_last_successful_login / x_fc_last_login_ip MUST stay non-stored.
+        When they were store=True (computed from the audit One2many), creating
+        the success audit row through the independent registry cursor forced a
+        write-back onto the very res_users row the request had already locked
+        (auth_signup had just set the password) -> a self-deadlock Postgres
+        cannot see (the holder shows 'idle in transaction'). Workers wedged for
+        up to limit_time_real and odoo-westin became unresponsive whenever an
+        invitation was accepted. Non-stored means audit-row creation never
+        touches res_users, so the deadlock cannot form.
+        """
+        fields_ = self.env['res.users']._fields
+        self.assertFalse(
+            fields_['x_fc_last_successful_login'].store,
+            "x_fc_last_successful_login must be non-stored (see docstring)")
+        self.assertFalse(
+            fields_['x_fc_last_login_ip'].store,
+            "x_fc_last_login_ip must be non-stored (see docstring)")
+
+    def test_audit_row_create_does_not_write_res_users(self):
+        """Creating a login-audit row must not write the linked res_users row.
+
+        This is the behavioural half of the deadlock guard: with the fields
+        non-stored, inserting an audit row for a user leaves that user's
+        write_date untouched (no recompute -> no res_users UPDATE -> nothing
+        to contend with the request's own row lock).
+        """
+        user = self.env['res.users'].sudo().create({
+            'name': 'NoWriteback Tester',
+            'login': 'nowriteback-tester@example.com',
+            'password': 'nowriteback-tester-pw-1',
+        })
+        user.flush_recordset()
+        before = user.write_date
+        self.env['fusion.login.audit'].sudo().create({
+            'user_id': user.id,
+            'attempted_login': user.login,
+            'result': 'success',
+            'database': self.env.cr.dbname,
+            'ip_address': '198.51.100.7',
+        })
+        user.invalidate_recordset()
+        self.assertEqual(
+            user.write_date, before,
+            "Audit-row create must not write back to res_users")
+
     def test_action_view_login_audit_returns_window_action(self):
         """The smart-button action returns an act_window scoped to this user."""
         user = self.env['res.users'].sudo().create({

fusion_plating/CLAUDE.md

@@ -630,8 +630,27 @@ De-Racking → Final inspection → Shipping`
 Columns are first-class — they always render in this exact order, never
 reorder, never collapse when empty. Driven by `fp.work.centre.area_kind`
 Selection (added 2026-05-23). Each `fp.job.step.area_kind` is computed
-(stored) from `work_centre.area_kind` with a fallback to a step-kind
-dispatch table (`_STEP_KIND_TO_AREA` in `fusion_plating_jobs/models/fp_job_step.py`).
+(stored) in `_compute_area_kind` (`fusion_plating_jobs/models/fp_job_step.py`):
+`work_centre.area_kind` → else `recipe_node.kind_id.area_kind` (the
+`fp.step.kind` taxonomy is authoritative; the legacy `_STEP_KIND_TO_AREA`
+dict is gone) → else catch-all `'plating'`.
+
+**Gating/"Ready for X" marker steps fall FORWARD (fixed 2026-06-02).** The
+`fp.step.kind` named *Gating* has `code='gating'` **and `area_kind='receiving'`**.
+A gating step is a non-physical "ready for the next stage" marker, so
+mapping it to Receiving made a *mid-recipe* gate snap the job's card back
+to the first column (Racking → "Ready for processing" jumped to Receiving,
+so the job looked like it vanished). `_compute_area_kind` therefore detects
+a gating step via the **stable `kind_id.code == 'gating'`** (never the
+display name) and resolves its column to the **next non-gating step's** raw
+area (so "Ready for processing" before plating shows in the **Plating**
+column); if nothing real follows, it falls back to the last real stage.
+Helpers: `_fp_is_gating_step`, `_fp_raw_area_kind` (own work_centre/kind
+only — no look-ahead, avoids recursion), `_fp_resolve_area_kind`. **NB:**
+`area_kind` is a STORED compute, so after changing this logic you must
+force-recompute existing rows (`env['fp.job.step'].search([])._compute_area_kind()`
++ `flush_recordset(['area_kind'])` + commit) — a `-u`/restart alone leaves
+old values stale.
 
 **Spec D3:** all wet-line steps (Soak Clean, Electroclean, Acid Dip,
 Etch, Desmut, Zincate, Rinse, E-Nickel, Chrome, Anodize, Black Oxide,
@@ -1832,3 +1851,57 @@ When adding a new admin config, drop it into the right Configuration folder:
 - Generic value lists → Reference Data
 
 Don't add new top-level Configuration entries (siblings of the 7 folders) unless absolutely necessary — Settings is the only one allowed.
+
+---
+
+## Partial Order Handling — parts fanning across stages (shipped 2026-06-02)
+
+A 50-part job can have parts at several stages at once (10 Masking, 20 Plating, 20 Baking). The data layer always supported this (`fp.job.step.qty_at_step` = live parked count, computed from `fp.job.step.move` rows); 2026-06-02 made it **visible and operable**. Spec: [`docs/superpowers/specs/2026-06-02-shopfloor-partial-order-handling-design.md`](docs/superpowers/specs/2026-06-02-shopfloor-partial-order-handling-design.md). Versions: `fusion_plating 19.0.22.2.0`, `fusion_plating_jobs 19.0.11.6.0`, `fusion_plating_shopfloor 19.0.36.2.0`. Tracking model = **fluid quantities per stage** for normal flow + existing hold/scrap/rework records for exceptions (no new model, no migration). Close behaviour = **wait to reconverge** (the lifecycle is unchanged; the diverged subset keeps the job open via the existing `qty_done + qty_scrapped == qty` gate).
+
+**Durable gotchas (non-obvious):**
+
+1. **The plant kanban emits one card PER (job, stage), keyed by a composite `"{job_id}:{area}"`** — NOT one card per job. `cards` is a dict of composite-key → presence payload; a split job lists its key in several `columns[].card_ids`. See `_job_presences` / `_render_presence` in `plant_kanban.py`. A job with all parts at one stage yields exactly ONE presence (identical to the old board). The PRIMARY presence (active-step column) keeps the full job-level `card_state`; SECONDARY presences derive a simpler state from their own focus step (`_secondary_card_state`). Anything reading the board payload must handle composite keys + multi-column jobs. **A presence is emitted ONLY where parts physically are (`qty_at_step > 0`, incl. the first-active seed) OR a step is `in_progress`/`paused` — NEVER for a merely `ready`/`pending` future step.** These recipes seed EVERY downstream step to `ready` at job creation (not `pending`), so keying presence off `ready` made one job show in every not-yet-started stage at once (WO-30061 bug, fixed 2026-06-02). The old single-card board masked this because `active_step_id` picked just one. Strict sequential progress falls out for free: the `qty_at_step` seed always sits on the lowest-sequence non-terminal step and advances as each completes — so don't add `ready` back to the presence condition.
+
+2. **`fp.job.step` has NO `qty_done` / `qty_scrapped` fields.** Those live on `fp.job`. The Move controller previously read `from_step.qty_done - from_step.qty_scrapped` for "available to move" → always 0 → the partial-move path was effectively dead. The source of truth for "parts parked here" is **`qty_at_step`** (move preview/commit + rack moves all read it now). Never reintroduce `step.qty_done`.
+
+3. **The Move Parts dialog was only wired into the DEPRECATED `shopfloor_tablet.js`** — the live `fp_job_workspace` had no move/advance action, so operators literally could not move partial parts. The "Send → <next>" action now lives in `job_workspace.js` (`getStepActions` advance descriptor → `onAdvanceStep` → `FpMovePartsDialog`). The dialog itself was slimmed (qty steppers, no keyboard; Transfer Type + To Location collapsed behind "More options"). If you add another operator surface, wire the advance action there too.
+
+4. **Partial-flow "light up" lives in `move_controller._do_move_parts_commit` / `_do_move_rack_commit`:** a forward (`transfer_type='step'`) move (a) flips the destination step `pending → ready` so the receiving operator gets an actionable card with no action by anyone, and (b) calls `from_step._fp_try_autofinish_on_drain()` (best-effort, swallows finish-gate UserErrors). It does **not** auto-START the destination — `button_start` stays explicit to keep the labour timer accurate (S16). No auto-ready/auto-finish for hold/scrap/rework moves. **Two non-obvious traps in `_fp_try_autofinish_on_drain` (both fixed 2026-06-02):** (1) it must guard on a real **OUTGOING** move (`move_ids` to a different step, `qty_moved > 0`), NOT `_fp_has_real_incoming()` — the FIRST/seeded stage (e.g. Racking) is fed by the `qty_at_step` seed, has no incoming move, and so never auto-finished when all its parts were sent forward. (2) It is **best-effort and gated**: `button_finish` still runs the required-step-input / sign-off / contract-review gates, so a step with an unrecorded required input (e.g. Racking's "Count the Parts") will NOT auto-finish on drain — it stays `in_progress` with `qty_at_step=0` ("running, 0 here → finish me") until the operator records the input and finishes. That's correct (can't complete a step missing compliance data); don't try to force auto-finish past the gates.
+
+5. **The predecessor gate is qty-aware: `_fp_should_block_predecessors()` returns False once `_fp_has_real_incoming()` is true** (an incoming move from a different step with `qty_moved > 0`). A step with parts physically parked at it is startable regardless of whether upstream steps are fully done. This is the single source of truth shared by `can_start`, `_compute_blocker`, `button_start`, and the Move dialog's `_blockers_for_move`. **Don't "fix" the predecessor gate back to pure sequence-based** — it would re-lock the next stage while the rest of the batch is still upstream. **Second, distinct trap (fixed 2026-06-02): the Move dialog's `_blockers_for_move` predecessor check must only flag unfinished steps STRICTLY BETWEEN `from_step` and `to_step` (`from_step.sequence < s.sequence < to_step.sequence`), NOT all steps before `to_step`.** The original `s.sequence < to_step.sequence` filter counted the `from_step` itself (which is in-progress *by definition* when you advance partial parts out of it) as an "unfinished predecessor" of the destination — so EVERY partial advance to a not-yet-started next step showed a hard "Predecessor not done: \<from_step\>" blocker and greyed out SEND (hit on WO-30061). The between-only rule allows the immediate-next advance, still blocks skip-ahead moves over incomplete intermediate stages, and leaves backward (rework) moves unblocked (empty range).
+
+6. **Move-based scrap (`transfer_type='scrap'`) does NOT touch `job.qty_scrapped`.** At close, `button_mark_done` calls `_fp_scrapped_via_moves()` and folds it into `qty_scrapped`, then auto-fills `qty_done = qty − qty_scrapped` (was: blindly `= job.qty`, which over-counted when parts were scrapped). The reconciliation gate is still the safety net.
+
+**Verification:** the plating modules can't be installed on the local Community dev DB (missing enterprise deps — same reason `fusion_plating` shows `installed=0` in `modsdev`/`fusion-dev`). Static checks done: pyflakes (Python), lxml parse (XML), `node --check` as `.mjs` (JS — `node --check` on a `.js` errors with "Cannot use import statement outside a module"; copy to `/tmp/x.mjs` first). Dynamic tests + browser check require an installed env (entech / odoo-trial).
+
+### Rollout fixes + open items (live operator testing, 2026-06-02)
+
+Bugs that only real tablet testing surfaced (all fixed, deployed to entech, on main):
+- **Phantom future-stage cards** — a job showed in every not-yet-started `ready` stage. Presence keys off parked qty / `in_progress`, never `ready` (gotcha 1).
+- **Scan buttons** — camera button rendered two icons; "Scan Code" vs "Camera" was confusing. `QrScanner` keeps its single icon; now **"Scan QR"** (camera) + **"Enter Code"** (wedge/manual). Don't pass an emoji in the `QrScanner` label — it doubles the icon.
+- **Dark-mode invisible text** — `var(--bs-body-color)` / `var(--bs-secondary-color)` are UNDEFINED in Odoo's backend CSS → always fall back to the dark hex. Use inherit / translucent `rgba()` (see the Dark-mode SCSS section).
+- **Partial advance blocked by the from-step's own predecessor** — `_blockers_for_move` now blocks only steps STRICTLY BETWEEN from/to (gotcha 5).
+- **First/seeded stage never auto-finished on drain** — `_fp_try_autofinish_on_drain` guards on a real OUTGOING move, not incoming.
+- **Gating "Ready for X" steps zig-zagged the card back to Receiving** — gating steps fall FORWARD to the next real stage's column (see the Plant-View `area_kind` note).
+
+Open / deferred (next session):
+- **Discoverability (not built):** show a "N here" qty badge on step rows + the count on the Send button; add a "✓ all sent — record inputs to finish" hint when a step is drained-to-0 but still has a pending required input (answers operators' "why is it still active?").
+- **Scrap / Rework as standalone intent buttons** — currently under the Move dialog's "More options"; only Hold has its own button.
+- **Automated tests NOT written** — modules need enterprise deps (can't install on local Community); validated via pyflakes/lxml + live odoo-shell verification on entech. A `bt_s*`-style battle test is the recommended next step.
+- **Plant-card status chips** read fine but bright in dark mode (deferred).
+
+---
+
+## Dark-mode SCSS gotchas — shop-floor dialogs/components (fixed 2026-06-02)
+
+Operators reported invisible (dark-on-dark) text in the workspace + "Cannot Finish Step" dialog under Odoo dark mode. Root causes + the rules:
+
+1. **Odoo's compiled backend CSS does NOT define the Bootstrap colour custom-properties — `var(--bs-body-color)`, `var(--bs-secondary-color)`, `var(--bs-tertiary-bg)`, `var(--bs-body-bg)` are REFERENCED but never DEFINED (verified 2026-06-02: 0 definitions for `--bs-body-color`/`--bs-secondary-color` in the live `web.assets_backend` text).** So **any `color: var(--bs-body-color, #hex)` resolves to the `#hex` fallback in BOTH light and dark mode** — a dark hex → invisible on a dark surface. (`var(--text-secondary, …)` is even worse — that var name is entirely made-up.) Odoo themes the backend via **runtime `[data-bs-theme="dark"]`** (Bootstrap 5.3) + SCSS literals, NOT via those CSS vars, and NOT via `prefers-color-scheme`. Do NOT colour custom text with `var(--bs-*)`. **Correct, verified options:**
+   - **Inherit** — omit `color:` entirely so the element takes the dialog/page theme colour. Proven: the finish-block dialog's title + `.o_fp_finish_block_list` items have no colour and ARE readable in both modes; the `.o_fp_finish_block_msg` line was the ONLY broken one because it set `color: var(--bs-body-color,…)`. Removing that one line fixed it. This is the simplest fix for dialog/modal text.
+   - **Translucent `rgba()` for tinted boxes** — e.g. `background: rgba(245,158,11,0.16)` (warning) / `rgba(128,128,128,0.12)` (neutral). Works over whatever the live theme background is. (`color-mix(…, var(--bs-body-bg))` does NOT work — `--bs-body-bg` is undefined, so the whole `color-mix` is invalid and dropped.)
+   - **Explicit `[data-bs-theme="dark"] .my-class { color: … }`** override with literal hex when you genuinely need a different value per theme.
+   - **Compile-time `$o-webclient-color-scheme == dark`** literals only work if the **dark bundle is actually served**; on entech the active mechanism is runtime `[data-bs-theme]`, so prefer inherit / rgba / `[data-bs-theme=dark]` selectors over the two-bundle approach for backend dialogs.
+
+   NOTE: ~33 muted-text usages across `job_workspace.scss` + 5 component stylesheets still use `var(--bs-secondary-color, #hex)` (undefined → dark hex). They're muted/secondary so less glaring, but technically wrong in dark mode — sweep them to one of the patterns above when touched.
+2. **Odoo's bootstrap does NOT define the Bootstrap 5.3 `--bs-{color}-bg-subtle` / `--bs-{color}-text-emphasis` family.** Verified by grepping `web/static/lib/bootstrap/scss/_root.scss`: `--bs-tertiary-bg` and `--bs-secondary-color` exist; `--bs-warning-bg-subtle`, `--bs-danger-bg-subtle`, `--bs-warning-text-emphasis` are MISSING. So `var(--bs-warning-bg-subtle, #fef3c7)` just yields the bright hex fallback — useless for dark mode. **For tinted status banners (warning/danger/info), use `color-mix` over the live theme bg instead:** `background-color: color-mix(in srgb, #f59e0b 14%, var(--bs-body-bg)); color: var(--bs-body-color);` — pale in light mode, dark-tinted in dark mode, readable in both, graceful-degrades to no-bg on ancient browsers. (`color-mix` works in `background-color` per the rule-8 note; keep it out of shorthands.) Solid accent elements (selected pills, priority dots) with `color: white` are fine as-is in both modes.
+3. **Confirmed-present, dark-aware Odoo vars to reach for:** `--bs-body-color` (primary text), `--bs-secondary-color` (muted text), `--bs-body-bg` / `--bs-tertiary-bg` (surfaces), `--bs-border-color`. The deliberate color-coded plant-card status chips (`_plant_card.scss` `.kind-*` / `.tag-*`) are light-bg + dark-text (readable in both modes, just bright on a dark card) — intentionally left as a color-coded set.

fusion_plating/docs/superpowers/plans/2026-06-03-racking-multi-rack-phase1.md

@@ -0,0 +1,626 @@
+# Multi-Rack Splitting at Racking — Phase 1 Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** Let an operator split a single work order's parts across multiple physical racks at the Racking step (default 1 rack with all parts; "+ Add Rack" divides equally; manual qty override), and move each rack independently through Plating → Baking → De-Racking, reusing the existing move log.
+
+**Architecture:** A new first-class `fp.rack.load` record (+ `fp.rack.load.line` per work order) represents "parts on one rack." It carries its own workflow position and moves via the existing `fp.job.step.move` chain-of-custody log (one move row per line). Phase 1 is single-WO (one line per load); grouping is Phase 2. The UI is a Racking panel on the Job Workspace (mirrors the existing Receiving card).
+
+**Tech Stack:** Odoo 19 (Python models + TransactionCase tests), OWL 2 (JS/XML/SCSS), JSONRPC controllers. Spec: `docs/superpowers/specs/2026-06-03-racking-multi-rack-wo-grouping-design.md`.
+
+**Test command (local dev, Community):**
+```bash
+docker exec odoo-modsdev-app odoo -d fusion-dev --test-enable --test-tags /fusion_plating \
+    -u fusion_plating --stop-after-init --http-port=0 --gevent-port=0 2>&1 | tail -60
+```
+
+---
+
+### Task 0: Confirm integration field names (no code; grep only)
+
+The plan references fields on existing models. Confirm exact names before writing code so later tasks reference real symbols.
+
+- [ ] **Step 1: Confirm the job's recipe field + step/move/rack fields**
+
+```bash
+cd /Users/gurpreet/Github/Odoo-Modules/fusion_plating
+grep -nE "recipe.*fields\.|_name = ['\"]fp\.job['\"]" fusion_plating_jobs/models/fp_job.py | head
+grep -nE "area_kind|qty_at_step|qty_at_step_start|qty_at_step_finish|rack_id|requires_rack_assignment" fusion_plating/models/fp_job_step.py | head
+grep -nE "qty_moved|transfer_type|to_step_id|from_step_id|rack_id|move_datetime|moved_by_user_id" fusion_plating/models/fp_job_step_move.py | head
+grep -nE "capacity|capacity_count|racking_state" fusion_plating/models/fp_rack.py | head
+grep -nE "area_kind" fusion_plating_jobs/models/fp_job_step.py | head
+```
+
+Record the confirmed names. **If `fp.job` has no direct `recipe_id`, use the field that resolves the recipe (check `fp_job.py` for `recipe_id` / `x_fc_recipe_id` / a compute).** The plan below assumes:
+- `fp.job.recipe_id` (Many2one to the recipe node/header) — **substitute the real name everywhere if different.**
+- `fp.job.step.area_kind`, `fp.job.step.qty_at_step`, `fp.job.step.qty_at_step_start/finish`, `fp.job.step.rack_id`.
+- `fp.job.step.move`: `job_id, from_step_id, to_step_id, qty_moved, rack_id, transfer_type, moved_by_user_id, move_datetime`.
+- `fusion.plating.rack`: `capacity`, `capacity_count`, `racking_state`.
+
+- [ ] **Step 2: Confirm the area_kind column sequence** (for "least-advanced" later)
+
+```bash
+grep -n "_COLUMN_LABELS\|_COLUMN_SEQUENCE" fusion_plating_shopfloor/controllers/plant_kanban.py fusion_plating_jobs/models/fp_job.py
+```
+Record the ordered list `[receiving, masking, blasting, racking, plating, baking, de_racking, inspection, shipping]`.
+
+---
+
+### Task 1: `fp.rack.load` + `fp.rack.load.line` models + sequence + ACL
+
+**Files:**
+- Create: `fusion_plating/models/fp_rack_load.py`
+- Modify: `fusion_plating/models/__init__.py` (add `from . import fp_rack_load`)
+- Create: `fusion_plating/data/fp_rack_load_sequence.xml`
+- Modify: `fusion_plating/security/ir.model.access.csv` (add rows)
+- Modify: `fusion_plating/__manifest__.py` (add data file, bump version)
+- Test: `fusion_plating/tests/test_rack_load.py` (+ register in `tests/__init__.py`)
+
+- [ ] **Step 1: Write the failing test (model exists + qty_total compute + sequence)**
+
+```python
+# fusion_plating/tests/test_rack_load.py
+from odoo.tests import TransactionCase, tagged
+
+@tagged('post_install', '-at_install')
+class TestRackLoad(TransactionCase):
+    def setUp(self):
+        super().setUp()
+        self.Load = self.env['fp.rack.load']
+        self.rack = self.env['fusion.plating.rack'].create({'name': 'TST-RACK-1', 'capacity': 60})
+        # A minimal job + racking step. Use existing helpers if present;
+        # otherwise create a bare job. Adjust required fields per fp.job.
+        self.job = self.env['fp.job'].create({'name': 'WO-TEST-1', 'qty': 100})
+
+    def test_create_and_qty_total(self):
+        load = self.Load.create({
+            'rack_id': self.rack.id,
+            'line_ids': [(0, 0, {'job_id': self.job.id, 'qty': 40})],
+        })
+        self.assertTrue(load.name.startswith('RACKLOAD/'))
+        self.assertEqual(load.qty_total, 40)
+        self.assertEqual(load.state, 'loading')
+```
+
+- [ ] **Step 2: Run it — expect FAIL** (`KeyError: 'fp.rack.load'`). Command: the Test command above, `--test-tags /fusion_plating:TestRackLoad`.
+
+- [ ] **Step 3: Implement the models**
+
+```python
+# fusion_plating/models/fp_rack_load.py
+from odoo import api, fields, models, _
+from odoo.exceptions import ValidationError, UserError
+
+
+class FpRackLoad(models.Model):
+    _name = 'fp.rack.load'
+    _description = 'Rack Load (parts on one physical rack)'
+    _inherit = ['mail.thread']
+    _order = 'id desc'
+
+    name = fields.Char(string='Reference', required=True, copy=False,
+                       default=lambda self: _('New'))
+    rack_id = fields.Many2one('fusion.plating.rack', string='Rack',
+                              required=True, tracking=True)
+    line_ids = fields.One2many('fp.rack.load.line', 'load_id', string='Work Orders')
+    qty_total = fields.Integer(string='Total Parts', compute='_compute_qty_total',
+                               store=True)
+    current_step_id = fields.Many2one('fp.job.step', string='Current Step', tracking=True)
+    current_area_kind = fields.Char(string='Current Area',
+                                    compute='_compute_current_area_kind', store=True)
+    state = fields.Selection([
+        ('loading', 'Loading'), ('loaded', 'Loaded'),
+        ('running', 'Running'), ('unracked', 'Unracked'),
+        ('cancelled', 'Cancelled'),
+    ], default='loading', required=True, tracking=True)
+    tag_ids = fields.Many2many('fp.rack.tag', string='Tags')
+    company_id = fields.Many2one('res.company', default=lambda s: s.env.company)
+
+    @api.depends('line_ids.qty')
+    def _compute_qty_total(self):
+        for load in self:
+            load.qty_total = sum(load.line_ids.mapped('qty'))
+
+    @api.depends('current_step_id.area_kind')
+    def _compute_current_area_kind(self):
+        for load in self:
+            load.current_area_kind = load.current_step_id.area_kind or False
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get('name', _('New')) == _('New'):
+                vals['name'] = self.env['ir.sequence'].next_by_code('fp.rack.load') or _('New')
+        return super().create(vals_list)
+
+    _qty_total_positive = models.Constraint(
+        'CHECK (qty_total >= 0)', 'Rack load quantity cannot be negative.')
+
+
+class FpRackLoadLine(models.Model):
+    _name = 'fp.rack.load.line'
+    _description = 'Rack Load Line (one work order on a rack)'
+
+    load_id = fields.Many2one('fp.rack.load', required=True, ondelete='cascade')
+    job_id = fields.Many2one('fp.job', string='Work Order', required=True)
+    qty = fields.Integer(string='Parts', required=True, default=0)
+    part_catalog_id = fields.Many2one(related='job_id.part_catalog_id', store=True)
+
+    _qty_positive = models.Constraint(
+        'CHECK (qty >= 0)', 'Line quantity cannot be negative.')
+```
+
+Sequence:
+```xml
+<!-- fusion_plating/data/fp_rack_load_sequence.xml -->
+<odoo>
+  <record id="seq_fp_rack_load" model="ir.sequence">
+    <field name="name">Rack Load</field>
+    <field name="code">fp.rack.load</field>
+    <field name="prefix">RACKLOAD/%(year)s/</field>
+    <field name="padding">4</field>
+  </record>
+</odoo>
+```
+
+ACL rows (append to `fusion_plating/security/ir.model.access.csv`) — Technician r/w/c, Manager full:
+```csv
+access_fp_rack_load_tech,fp.rack.load.tech,model_fp_rack_load,fusion_plating.group_fp_technician,1,1,1,0
+access_fp_rack_load_mgr,fp.rack.load.mgr,model_fp_rack_load,fusion_plating.group_fp_manager,1,1,1,1
+access_fp_rack_load_line_tech,fp.rack.load.line.tech,model_fp_rack_load_line,fusion_plating.group_fp_technician,1,1,1,1
+access_fp_rack_load_line_mgr,fp.rack.load.line.mgr,model_fp_rack_load_line,fusion_plating.group_fp_manager,1,1,1,1
+```
+Add `'data/fp_rack_load_sequence.xml'` to `__manifest__.py` `data`, bump `version`. Register the test in `tests/__init__.py`.
+
+- [ ] **Step 4: Run the test — expect PASS.**
+- [ ] **Step 5: Commit** — `git add fusion_plating/models/fp_rack_load.py fusion_plating/data/fp_rack_load_sequence.xml fusion_plating/security/ir.model.access.csv fusion_plating/tests/test_rack_load.py fusion_plating/models/__init__.py fusion_plating/tests/__init__.py fusion_plating/__manifest__.py && git commit -m "feat(fusion_plating): add fp.rack.load + line models (racking phase 1)"`
+
+---
+
+### Task 2: Division API — add_rack / divide_equally / set_qty / remove_rack
+
+Pure quantity math operating on a job's set of rack-loads at the racking step. This is the heart of the feature; full code + tests.
+
+**Files:**
+- Modify: `fusion_plating/models/fp_rack_load.py` (add class methods)
+- Test: `fusion_plating/tests/test_rack_load.py` (add cases)
+
+- [ ] **Step 1: Write failing tests for the division math (D4: remainder to first racks)**
+
+```python
+    def _mk_loads(self, n, total):
+        """Helper: split `total` parts of self.job across n loads equally."""
+        return self.env['fp.rack.load']._fp_split_job(self.job, total, n)
+
+    def test_divide_two_is_50_50(self):
+        loads = self._mk_loads(2, 100)
+        self.assertEqual(sorted(loads.mapped('qty_total')), [50, 50])
+
+    def test_divide_three_remainder_to_first(self):
+        loads = self._mk_loads(3, 100)
+        self.assertEqual(loads.mapped('qty_total'), [34, 33, 33])
+
+    def test_divide_four_equal(self):
+        loads = self._mk_loads(4, 100)
+        self.assertEqual(loads.mapped('qty_total'), [25, 25, 25, 25])
+
+    def test_add_rack_redivides(self):
+        loads = self._mk_loads(1, 100)
+        self.assertEqual(loads.mapped('qty_total'), [100])
+        loads2 = self.env['fp.rack.load']._fp_add_rack(self.job)
+        self.assertEqual(sorted(loads2.mapped('qty_total')), [50, 50])
+
+    def test_set_qty_manual_and_unassigned(self):
+        loads = self._mk_loads(2, 100)  # 50/50
+        loads[0]._fp_set_qty(70)
+        # one load now 70; total assigned 120 must be rejected (> available)
+        with self.assertRaises(UserError):
+            loads[1]._fp_set_qty(50)  # 70+50 > 100
+```
+
+- [ ] **Step 2: Run — expect FAIL** (`_fp_split_job` undefined).
+
+- [ ] **Step 3: Implement the division API**
+
+```python
+    @api.model
+    def _fp_equal_split(self, total, n):
+        """Return a list of n ints summing to total; remainder to the first racks (D4)."""
+        if n < 1:
+            return []
+        base, rem = divmod(int(total), n)
+        return [base + 1 if i < rem else base for i in range(n)]
+
+    @api.model
+    def _fp_racking_step_for(self, job):
+        """The job's Racking step (the parts source). Adjust the lookup to the
+        real racking-step detection (_fp_is_racking_step)."""
+        steps = job.step_ids if 'step_ids' in job._fields else \
+            self.env['fp.job.step'].search([('job_id', '=', job.id)])
+        return steps.filtered(lambda s: s._fp_is_racking_step())[:1]
+
+    @api.model
+    def _fp_racking_total(self, job):
+        """Total parts available to rack for this job."""
+        step = self._fp_racking_step_for(job)
+        return int(step.qty_at_step) if step else int(job.qty)
+
+    @api.model
+    def _fp_job_loads(self, job):
+        return self.search([
+            ('line_ids.job_id', '=', job.id),
+            ('state', 'in', ('loading', 'loaded')),
+        ])
+
+    @api.model
+    def _fp_split_job(self, job, total, n):
+        """Create n fresh loads for `job` summing to `total`, equal split."""
+        existing = self._fp_job_loads(job)
+        existing.filtered(lambda l: not l.current_step_id).unlink()
+        qtys = self._fp_equal_split(total, n)
+        loads = self.env['fp.rack.load']
+        for q in qtys:
+            loads |= self.create({'line_ids': [(0, 0, {'job_id': job.id, 'qty': q})]})
+        return loads
+
+    @api.model
+    def _fp_add_rack(self, job):
+        """Add one rack and re-divide equally across all of the job's loads."""
+        total = self._fp_racking_total(job)
+        n = len(self._fp_job_loads(job)) + 1
+        return self._fp_split_job(job, total, max(n, 1))
+
+    @api.model
+    def _fp_divide_equally(self, job):
+        total = self._fp_racking_total(job)
+        n = max(len(self._fp_job_loads(job)), 1)
+        return self._fp_split_job(job, total, n)
+
+    def _fp_set_qty(self, qty):
+        """Manual override of a single load's qty. Reject if it pushes the job's
+        total assigned over the available parts."""
+        self.ensure_one()
+        line = self.line_ids[:1]
+        if not line:
+            raise UserError(_('This rack has no work order line.'))
+        job = line.job_id
+        total = self.env['fp.rack.load']._fp_racking_total(job)
+        other = sum(self.env['fp.rack.load']._fp_job_loads(job).filtered(
+            lambda l: l != self).mapped('qty_total'))
+        if other + int(qty) > total:
+            raise UserError(_('Assigned %(a)s exceeds available %(t)s parts.')
+                            % {'a': other + int(qty), 't': total})
+        line.qty = int(qty)
+
+    def _fp_remove_rack(self):
+        self.ensure_one()
+        if self.current_step_id:
+            raise UserError(_('Cannot remove a rack that has already moved.'))
+        self.unlink()
+```
+
+> Note: `_fp_racking_step_for` calls `_fp_is_racking_step()` (exists on `fp.job.step` in `fusion_plating_jobs`). `fp.rack.load` lives in `fusion_plating`, which loads before `fusion_plating_jobs`; guard with `if hasattr(step, '_fp_is_racking_step')` or move these helpers to a thin model extension in `fusion_plating_jobs`. **Decide at Task 0:** if `_fp_is_racking_step` isn't importable from core, put Task 2's `_fp_racking_step_for/_fp_racking_total` on an `fp.rack.load` extension in `fusion_plating_jobs/models/` instead.
+
+- [ ] **Step 4: Run tests — expect PASS.**
+- [ ] **Step 5: Commit** — `git commit -am "feat(fusion_plating): rack-load division API (equal split + manual override)"`
+
+---
+
+### Task 3: `fp.job` integration — qty_racked / qty_unracked
+
+**Files:**
+- Create: `fusion_plating_jobs/models/fp_job_rack.py` (or add to `fp_job.py`)
+- Modify: `fusion_plating_jobs/models/__init__.py`
+- Test: `fusion_plating_jobs/tests/test_job_rack.py`
+
+- [ ] **Step 1: Failing test**
+
+```python
+@tagged('post_install', '-at_install')
+class TestJobRack(TransactionCase):
+    def test_qty_racked_unracked(self):
+        rack = self.env['fusion.plating.rack'].create({'name': 'R1', 'capacity': 60})
+        job = self.env['fp.job'].create({'name': 'WO-X', 'qty': 100})
+        self.env['fp.rack.load']._fp_split_job(job, 100, 2)  # 50/50
+        self.assertEqual(job.qty_racked, 100)
+        self.assertEqual(job.qty_unracked, 0)
+```
+
+- [ ] **Step 2: Run — FAIL** (`qty_racked` undefined).
+- [ ] **Step 3: Implement**
+
+```python
+# fusion_plating_jobs/models/fp_job_rack.py
+from odoo import api, fields, models
+
+class FpJob(models.Model):
+    _inherit = 'fp.job'
+
+    rack_load_line_ids = fields.One2many('fp.rack.load.line', 'job_id',
+                                         string='Rack Loads')
+    qty_racked = fields.Integer(compute='_compute_qty_racked')
+    qty_unracked = fields.Integer(compute='_compute_qty_racked')
+
+    @api.depends('rack_load_line_ids.qty', 'rack_load_line_ids.load_id.state')
+    def _compute_qty_racked(self):
+        for job in self:
+            active = job.rack_load_line_ids.filtered(
+                lambda l: l.load_id.state in ('loading', 'loaded', 'running'))
+            job.qty_racked = sum(active.mapped('qty'))
+            total = self.env['fp.rack.load']._fp_racking_total(job)
+            job.qty_unracked = max(total - job.qty_racked, 0)
+```
+
+- [ ] **Step 4: Run — PASS.** **Step 5: Commit.**
+
+---
+
+### Task 4: Independent movement + De-Racking unrack
+
+**Files:**
+- Modify: `fusion_plating_jobs/models/fp_job_rack.py` (movement methods on `fp.rack.load` via `_inherit`)
+- Test: `fusion_plating_jobs/tests/test_job_rack.py` (add cases)
+
+- [ ] **Step 1: Failing test (advance a load → creates per-line moves + sets position)**
+
+```python
+    def test_advance_load_creates_move(self):
+        job = self.env['fp.job'].create({'name': 'WO-Y', 'qty': 60})
+        # need two steps: racking + plating. Build via the job's recipe/steps;
+        # for the unit test, create two fp.job.step rows directly.
+        Step = self.env['fp.job.step']
+        s_rack = Step.create({'job_id': job.id, 'name': 'Racking', 'sequence': 30})
+        s_plate = Step.create({'job_id': job.id, 'name': 'Plating', 'sequence': 40})
+        load = self.env['fp.rack.load']._fp_split_job(job, 60, 1)
+        load.current_step_id = s_rack
+        load._fp_advance_to(s_plate)
+        self.assertEqual(load.current_step_id, s_plate)
+        self.assertEqual(load.state, 'running')
+        mv = self.env['fp.job.step.move'].search([('rack_id', '=', load.rack_id.id)])
+        self.assertTrue(mv)
+        self.assertEqual(mv[0].qty_moved, 60)
+```
+
+- [ ] **Step 2: Run — FAIL.**
+- [ ] **Step 3: Implement movement on `fp.rack.load`**
+
+```python
+class FpRackLoad(models.Model):
+    _inherit = 'fp.rack.load'
+
+    def _fp_advance_to(self, to_step):
+        """Move this rack-load to `to_step`, writing one move row per line."""
+        Move = self.env['fp.job.step.move']
+        for load in self:
+            from_step = load.current_step_id
+            for line in load.line_ids:
+                Move.create({
+                    'job_id': line.job_id.id,
+                    'from_step_id': from_step.id if from_step else False,
+                    'to_step_id': to_step.id,
+                    'qty_moved': line.qty,
+                    'rack_id': load.rack_id.id,
+                    'transfer_type': 'step',
+                    'moved_by_user_id': self.env.user.id,
+                })
+            load.current_step_id = to_step
+            load.state = 'running'
+
+    def _fp_unrack(self):
+        """De-Racking: free the rack, mark unracked. Each line's parts continue
+        in their own job's flow (the moves already attributed qty per job)."""
+        for load in self:
+            load.state = 'unracked'
+            if load.rack_id:
+                load.rack_id.racking_state = 'empty'
+```
+
+- [ ] **Step 4: Run — PASS.** **Step 5: Commit.**
+
+> Reuse the existing **Move Rack** tablet dialog for the operator-facing single/multi move; `_fp_advance_to` is the model API those endpoints call. The de-racking trigger: call `_fp_unrack()` from the De-Racking step's finish (wire in Task 6 controller or a `button_finish` hook — keep it in the controller for Phase 1).
+
+---
+
+### Task 5: Controllers `/fp/racking/*`
+
+**Files:**
+- Create: `fusion_plating_shopfloor/controllers/racking_controller.py`
+- Modify: `fusion_plating_shopfloor/controllers/__init__.py`
+- Test: manual (controller smoke via the panel in Task 6); optional python smoke with `pyflakes`.
+
+- [ ] **Step 1: Implement endpoints** (JSONRPC, auth='user', run as the technician)
+
+```python
+# fusion_plating_shopfloor/controllers/racking_controller.py
+from odoo import http
+from odoo.http import request
+from odoo.exceptions import UserError
+
+class FpRackingController(http.Controller):
+
+    def _job(self, job_id):
+        return request.env['fp.job'].browse(int(job_id))
+
+    def _load_payload(self, job):
+        Load = request.env['fp.rack.load']
+        loads = Load._fp_job_loads(job)
+        total = Load._fp_racking_total(job)
+        return {
+            'ok': True,
+            'job_id': job.id,
+            'wo_name': job.display_wo_name,
+            'total': total,
+            'unassigned': max(total - sum(loads.mapped('qty_total')), 0),
+            'loads': [{
+                'id': l.id, 'name': l.name,
+                'rack_id': l.rack_id.id, 'rack_name': l.rack_id.name or '',
+                'rack_capacity': l.rack_id.capacity or 0,
+                'qty': l.qty_total,
+                'over_capacity': bool(l.rack_id.capacity and l.qty_total > l.rack_id.capacity),
+                'moved': bool(l.current_step_id),
+            } for l in loads],
+        }
+
+    @http.route('/fp/racking/load', type='jsonrpc', auth='user')
+    def load(self, job_id):
+        return self._load_payload(self._job(job_id))
+
+    @http.route('/fp/racking/add_rack', type='jsonrpc', auth='user')
+    def add_rack(self, job_id):
+        job = self._job(job_id)
+        try:
+            request.env['fp.rack.load']._fp_add_rack(job)
+        except UserError as e:
+            return {'ok': False, 'error': str(e.args[0])}
+        return self._load_payload(job)
+
+    @http.route('/fp/racking/divide_equally', type='jsonrpc', auth='user')
+    def divide_equally(self, job_id):
+        job = self._job(job_id)
+        request.env['fp.rack.load']._fp_divide_equally(job)
+        return self._load_payload(job)
+
+    @http.route('/fp/racking/set_qty', type='jsonrpc', auth='user')
+    def set_qty(self, load_id, qty):
+        load = request.env['fp.rack.load'].browse(int(load_id))
+        try:
+            load._fp_set_qty(qty)
+        except UserError as e:
+            return {'ok': False, 'error': str(e.args[0])}
+        return self._load_payload(load.line_ids[:1].job_id)
+
+    @http.route('/fp/racking/remove_rack', type='jsonrpc', auth='user')
+    def remove_rack(self, load_id):
+        load = request.env['fp.rack.load'].browse(int(load_id))
+        job = load.line_ids[:1].job_id
+        try:
+            load._fp_remove_rack()
+        except UserError as e:
+            return {'ok': False, 'error': str(e.args[0])}
+        return self._load_payload(job)
+
+    @http.route('/fp/racking/assign_rack', type='jsonrpc', auth='user')
+    def assign_rack(self, load_id, rack_id):
+        load = request.env['fp.rack.load'].browse(int(load_id))
+        rack = request.env['fusion.plating.rack'].browse(int(rack_id))
+        load.rack_id = rack.id
+        rack.racking_state = 'loaded'
+        return self._load_payload(load.line_ids[:1].job_id)
+```
+
+- [ ] **Step 2: pyflakes** — `docker exec odoo-modsdev-app python3 -m pyflakes <file>` → no undefined names. **Step 3: Commit.**
+
+---
+
+### Task 6: Job Workspace Racking panel (OWL)
+
+**Files:**
+- Create: `fusion_plating_shopfloor/static/src/js/components/racking_panel.js`
+- Create: `fusion_plating_shopfloor/static/src/xml/components/racking_panel.xml`
+- Create: `fusion_plating_shopfloor/static/src/scss/components/_racking_panel.scss`
+- Modify: `fusion_plating_shopfloor/static/src/xml/job_workspace.xml` (render `<RackingPanel>` when the WO is at the racking step)
+- Modify: `fusion_plating_shopfloor/static/src/js/job_workspace.js` (import + register the component; pass `jobId`)
+- Modify: `fusion_plating_shopfloor/__manifest__.py` (register the 3 asset files; bump version)
+
+- [ ] **Step 1: Implement the OWL component** (standalone, `rpc` from `@web/core/network/rpc`, `static props`)
+
+```javascript
+/** @odoo-module **/
+import { Component, useState, onWillStart } from "@odoo/owl";
+import { rpc } from "@web/core/network/rpc";
+
+export class RackingPanel extends Component {
+    static template = "fusion_plating_shopfloor.RackingPanel";
+    static props = ["jobId"];
+    setup() {
+        this.state = useState({ data: null, error: "" });
+        onWillStart(() => this.reload());
+    }
+    async reload() {
+        const d = await rpc("/fp/racking/load", { job_id: this.props.jobId });
+        if (d.ok) this.state.data = d; else this.state.error = d.error || "";
+    }
+    async addRack() { this._apply(await rpc("/fp/racking/add_rack", { job_id: this.props.jobId })); }
+    async divideEqually() { this._apply(await rpc("/fp/racking/divide_equally", { job_id: this.props.jobId })); }
+    async setQty(load, ev) {
+        const qty = parseInt(ev.target.value, 10) || 0;
+        this._apply(await rpc("/fp/racking/set_qty", { load_id: load.id, qty }));
+    }
+    async removeRack(load) { this._apply(await rpc("/fp/racking/remove_rack", { load_id: load.id })); }
+    _apply(d) { if (d.ok) this.state.data = d; else this.state.error = d.error || ""; }
+}
+```
+
+```xml
+<!-- racking_panel.xml -->
+<templates xml:space="preserve">
+  <t t-name="fusion_plating_shopfloor.RackingPanel">
+    <div class="o_fp_racking_panel" t-if="state.data">
+      <div class="o_fp_rkp_head">
+        <span class="o_fp_rkp_title">🧰 Racking</span>
+        <span class="o_fp_rkp_unassigned" t-att-class="state.data.unassigned ? 'has' : ''">
+          Unassigned: <t t-esc="state.data.unassigned"/> / <t t-esc="state.data.total"/>
+        </span>
+      </div>
+      <div t-if="state.error" class="o_fp_rkp_err" t-esc="state.error"/>
+      <t t-foreach="state.data.loads" t-as="load" t-key="load.id">
+        <div t-att-class="'o_fp_rkp_row' + (load.over_capacity ? ' over' : '')">
+          <span class="o_fp_rkp_rack" t-esc="load.rack_name || 'No rack'"/>
+          <input type="number" inputmode="numeric" class="form-control o_fp_rkp_qty"
+                 t-att-value="load.qty" t-att-disabled="load.moved"
+                 t-on-change="(ev) => this.setQty(load, ev)"/>
+          <span class="o_fp_rkp_cap" t-if="load.rack_capacity">
+            / <t t-esc="load.rack_capacity"/>
+          </span>
+          <button class="btn btn-sm btn-light" t-att-disabled="load.moved"
+                  t-on-click="() => this.removeRack(load)">✕</button>
+        </div>
+      </t>
+      <div class="o_fp_rkp_actions">
+        <button class="btn btn-primary" t-on-click="addRack">+ Add Rack</button>
+        <button class="btn btn-light" t-on-click="divideEqually">Divide Equally</button>
+      </div>
+    </div>
+  </t>
+</templates>
+```
+
+SCSS: card surface using existing `$_ws-*` tokens (mirror `.o_fp_ws_rcv`); over-capacity row gets an amber left border. Register `RackingPanel` in `job_workspace.js` `components` and render it in the steps area when `state.data.job.is_at_racking` (add that flag to the workspace `/fp/workspace/load` payload, or check the active step's `area_kind === 'racking'`).
+
+- [ ] **Step 2: Register assets + bump version.** **Step 3: Manual smoke** (see Task 7). **Step 4: Commit.**
+
+---
+
+### Task 7: Local deploy + manual smoke + verify
+
+- [ ] **Step 1: Update + clear assets on local dev**
+
+```bash
+docker exec odoo-modsdev-db psql -U odoo -d fusion-dev -c "DELETE FROM ir_attachment WHERE url LIKE '/web/assets/%';"
+docker exec odoo-modsdev-app odoo -d fusion-dev -u fusion_plating,fusion_plating_jobs,fusion_plating_shopfloor --stop-after-init --http-port=0 --gevent-port=0 2>&1 | tail -30
+```
+Expected: no ERROR/Traceback; "Modules loaded."
+
+- [ ] **Step 2: Run the full test suite**
+
+```bash
+docker exec odoo-modsdev-app odoo -d fusion-dev --test-enable --test-tags /fusion_plating,/fusion_plating_jobs \
+    -u fusion_plating,fusion_plating_jobs --stop-after-init --http-port=0 --gevent-port=0 2>&1 | tail -60
+```
+Expected: all green.
+
+- [ ] **Step 3: Manual smoke (browser, http://localhost:8082):** open a WO at Racking in the Job Workspace → Racking panel shows 1 rack with all parts → +Add Rack → 50/50 → +Add Rack → 34/33/33 → edit a qty → Unassigned updates → assign a rack → move (via existing Move Rack) and confirm the load advances independently.
+
+- [ ] **Step 4: Commit** any fixes. Do NOT deploy to entech yet — entech deploy is a separate, explicitly-confirmed step (new models + migration on a live DB).
+
+---
+
+## Self-Review
+
+- **Spec coverage:** §3 model → Task 1; §4 division → Task 2; §3.3 job fields → Task 3; §5 movement + de-racking → Task 4; §7.3 endpoints → Task 5; §7.1 Job Workspace panel → Task 6. Phase-1 scope only (single WO / one line per load); §6 grouping + §7.2 station screen + §8 Plant Kanban are **Phase 2/3 (separate plans)** — intentionally deferred.
+- **Placeholder scan:** the only deferred specifics are the confirmed field names (Task 0) and the racking-step lookup location (flagged in Task 2). No "TODO/handle edge cases" hand-waving in code steps.
+- **Type consistency:** `_fp_split_job`, `_fp_add_rack`, `_fp_divide_equally`, `_fp_set_qty`, `_fp_remove_rack`, `_fp_advance_to`, `_fp_unrack`, `_fp_job_loads`, `_fp_racking_total` used consistently across Tasks 2–6; controller calls match.
+
+## Notes for entech deployment (after local green)
+- New models → `-u fusion_plating,fusion_plating_jobs,fusion_plating_shopfloor` on entech (creates tables, no destructive migration).
+- Existing single `fp.job.step.rack_id` flow is untouched (back-compat).

fusion_plating/docs/superpowers/specs/2026-06-02-shopfloor-partial-order-handling-design.md

@@ -0,0 +1,173 @@
+# Shop Floor — Partial Order Handling (design)
+
+- **Date:** 2026-06-02
+- **Status:** Approved (design), pending implementation plan
+- **Modules touched:** `fusion_plating_shopfloor`, `fusion_plating_jobs`, `fusion_plating` (core step model)
+- **Author context:** Nexa Systems / EN Technologies (entech), Odoo 19
+
+## Problem
+
+A plating job runs 50 parts, but parts physically fan out across stages — 10 at Masking, 20 at Plating, 20 at Baking — because the shop processes in racks/waves through tank-limited stations. Today the Shop Floor board collapses each job to **one card in one column** (the single `active_step_id.area_kind`), so an operator standing at Baking has no way to see "10 of this job's parts are here, waiting for me." Operators need to handle the spread-out parts through the different stages, and it must be **easy** (minimal typing, minimal guessing) and **production-ready**.
+
+## Goals
+
+- Operators can **see** a job's parts at every stage where they physically are.
+- Operators can **advance** a subset to the next stage with near-zero friction.
+- Failed/held/rework subsets are tracked and visible (not silently lost).
+- The change is **additive** — it must not redesign the board, the quantity model, the workspace entry contract, or the close/cert/ship/invoice lifecycle.
+
+## Non-goals (explicitly out of scope for v1)
+
+- **Partial shipping** — shipping the good parts now and the rest later (split CoCs, split deliveries, partial invoicing). The job reconverges and ships once.
+- **Named sub-lots** — persistent per-group identity/labels for interchangeable parts.
+- **Manager-initiated job split** — closing a job at a shipped quantity and spawning a follow-on job for the remainder. Notable as a possible future add-on; operators never touch it.
+- Multi-cert / multi-delivery per job; per-delivery quantity tracking.
+
+---
+
+## Current-state baseline (verified in code)
+
+**The data layer already supports partial quantities.**
+- `fp.job.step.qty_at_step` — live "parts parked here" = `sum(incoming moves) − sum(outgoing moves)`, with a first-step seed (the earliest non-terminal step implicitly holds full `job.qty` before any move). Compute at `fusion_plating/models/fp_job_step.py::_compute_qty_at_step`.
+- `fp.job.step.move` (`fusion_plating/models/fp_job_step_move.py`) — chain-of-custody row per move; `qty_moved` already lets an operator move a subset; `transfer_type` ∈ {step, hold, scrap, rework, split, return}.
+- `move_parts_commit` (`fusion_plating_shopfloor/controllers/move_controller.py`) already moves a subset and advances `qty_at_step_start/finish`.
+- `button_finish` already refuses to close a stage while parts are parked there with a downstream step waiting (`fusion_plating/models/fp_job_step.py`).
+
+**The gap is visibility + interaction.**
+- `fp.job.active_step_id` picks **one** step by priority (in_progress > paused > ready > pending) — `fusion_plating_jobs/models/fp_job.py::_compute_active_step_id`.
+- The plant kanban places the whole job in the **one** column of that step — `fusion_plating_shopfloor/controllers/plant_kanban.py::_resolve_card_area` / `_render_card`; the board payload is `cards` (dict keyed by `str(job.id)`) + `columns[].card_ids` (list of job ids); OWL renders one `FpPlantCard` per id (`plant_kanban.xml`, `components/plant_card.js`).
+- The Move dialog (`move_parts_dialog.{js,xml}`) exposes Transfer Type (6 options) and To Location (6 options) as always-visible dropdowns and uses a raw numeric input for qty.
+
+**The close lifecycle assumes one job = one quantity = one CoC = one delivery.**
+- `button_mark_done` (`fusion_plating_jobs/models/fp_job.py`) gates on step-completion, bake, `qty_done + qty_scrapped == qty`, receiving reconciliation, and QC, then calls `_fp_create_delivery()` + `_fp_create_certificates()` (one each).
+- Auto-advance: last step finished → `awaiting_cert` (if a cert is required) or `awaiting_ship`; cert issue advances `awaiting_cert → awaiting_ship`; cert void regresses. There is an order-level "ship together" constraint (`_fp_order_ship_state`).
+- No partial-shipment infrastructure exists anywhere.
+
+---
+
+## Decisions
+
+| Fork | Decision |
+|---|---|
+| Tracking model | **C — fluid quantities per stage + existing records for exceptions.** Normal flow uses `qty_at_step`; failed/held/rework subsets ride the existing hold/scrap/rework records. No new core model. |
+| Board representation | **Option 2 — a card per stage-presence.** A job appears as a card in every stage where it has parts; composite `job:area` card keys. Unsplit jobs render identically to today. |
+| Operator move interaction | **Easy-advance.** One intent-named "Send to [next] →" action with everything defaulted; steppers / rack-tap instead of a keyboard; Hold/Scrap/Rework as distinct buttons. |
+| Downstream "light-up" | **Auto-ready on arrival + qty-aware predecessor gate + auto-finish source on drain.** No auto-start (labour accuracy). |
+| Close behaviour | **Option B — wait to reconverge.** The close/cert/ship/invoice lifecycle is unchanged; the diverged subset keeps the job open via the existing reconciliation gate. |
+
+---
+
+## Detailed design
+
+### A. Data model
+
+No new model and no new core fields are required. The feature reuses:
+- `fp.job.step.qty_at_step` (live parked count) — already the source of truth.
+- `fp.job.step.move` + `transfer_type` — already records advance/hold/scrap/rework.
+- `fusion.plating.quality.hold` — already represents "N parts of this job are held" (the tracked exception group).
+
+### B. Board — card per stage-presence
+
+**Backend (`plant_kanban.py`).** Replace the "one area per job" bucketing with per-stage presences. For each in-flight job:
+
+1. Group the job's **non-terminal** steps by `area_kind` (note: many steps can share an area, e.g. all wet-line steps roll into `plating` per the existing column map).
+2. For each area, compute:
+   - `qty_here` = sum of `qty_at_step` across that area's non-terminal steps.
+   - `focus_step_id` = the most-actionable step in the area (in_progress > paused > ready > pending) — used for the tap target and the per-presence state.
+3. **Emit a presence** for an area when `qty_here > 0` **or** any step in the area is in_progress/paused/ready (a started-but-drained stage still shows until finished).
+4. **Exception presences:** a quality hold on N parts surfaces as a flagged presence ("🔴 N on hold") in the stage it is associated with. *Linkage detail* (hold→step/area vs. hold→job + area inference) is finalized in the plan after reading the hold model; fallback is to attach the held indicator to the job's furthest-along presence. Rework re-entering an earlier stage shows as a normal presence there (optionally flagged "rework"). Scrap is not a presence (counted in `qty_scrapped`, shown in job totals only).
+
+**Payload schema.** `cards` becomes a dict keyed by composite `"{job_id}:{area}"`; `columns[].card_ids` lists composite keys; a split job lists one key in each occupied column. Each presence payload is the existing card payload **plus**: `area_kind`, `qty_here`, `job_qty`, `focus_step_id`, and a per-presence `card_state` / `state_chip` / `operator` / `step_name` derived from that area's focus step (not the job's global `active_step_id`). Reuse the existing helpers (`_state_chip`, `_compute_tags`, `_due_label`, `_icons`).
+
+- The job-level `card_state` / `active_step_id` computes stay **unchanged** — they still drive server-side filters and KPI counts.
+- **KPIs** dedupe by `job_id` (count distinct jobs, not presences).
+- **mini_timeline** on every presence still shows the **whole-job** spread, so the big picture is visible from any stage.
+
+**Frontend (`plant_kanban.xml`, `components/plant_card.js`).**
+- The render loop (`t-foreach columns → card_ids → FpPlantCard`) is **unchanged** — `t-key="card_id"` already works with composite keys.
+- `FpPlantCard` gains a "**{qty_here} of {job_qty}**" line; `onCardClick` passes `focus_step_id` into the workspace (the workspace already accepts `focus_step_id` — see the FP-STEP scan path in `plant_kanban.js`).
+- `filteredCardIds` is unchanged (it filters on card payload fields; each presence carries the same searchable fields, so all presences of a matching job show).
+
+**Unsplit invariant.** A job with all parts at one stage produces exactly one presence → one card in one column → byte-for-byte identical to today. Multi-card behaviour only activates on an actual split.
+
+### C. Operator flow — easy advance
+
+**Primary action: "Send to [next stage] →".** Surfaced on the stage presence (card/workspace). Opens a slim confirm pre-set to:
+- `to_step` = next step in recipe sequence (no guessing).
+- `qty` = all parked here (`qty_at_step`); adjustable with **± steppers + an "All" preset** — the keyboard never opens for the common case.
+- `transfer_type` = `step` (hidden); `to_location` = `global` (hidden behind **More options**); `to_tank` = recipe default (existing behaviour).
+- Compliance prompts render only when the recipe author marked them (unchanged), using pickers, not free text.
+
+**Racked parts:** when parts are on racks, advancing is **rack-granular** — tap the rack(s) to send, moving that rack's count atomically via the existing **Move Rack** flow. No quantity typed at all.
+
+**Exceptions get their own intent-named buttons** (replacing the Transfer Type dropdown for everyday use):
+- **Hold** — pick qty + reason from a picker → reuses the existing hold composer → the subset becomes the tracked held group; the rest stay put.
+- **Scrap** — qty + reason → counted in `qty_scrapped`.
+- **Rework** — qty + destination earlier stage → a `transfer_type='rework'` move.
+
+The full generic Move dialog remains available behind "More options" — we slim the default path, we don't delete capability.
+
+### D. State machine — the invisible "light-up"
+
+Three small, additive behaviours so operators never manage stage state manually:
+
+1. **Auto-ready on arrival.** In `_do_move_parts_commit` (and `_do_move_rack_commit`): after the move + counter advance, if `to_step.state == 'pending'`, set it to `ready`. Never downgrade a step. Result: the receiving operator's column immediately shows a "{qty} of {job_qty} · Ready to start" card with no action by anyone.
+2. **Qty-aware predecessor gate.** A step that has **real parts parked** (an incoming move with `from_step_id != step` and `qty_moved > 0`) is startable regardless of whether upstream steps are fully done. Applied consistently in `_fp_should_block_predecessors` (used by both `button_start` and the Move dialog's `_blockers_for_move`). Rationale: once parts physically arrive, the predecessor lock is moot.
+3. **Auto-finish the source on drain-to-zero.** When a move drains `from_step.qty_at_step` to 0 and the step is in_progress with no remaining work, finish it via the existing finish path (generalize the `action_complete_one_to_next` drain→finish pattern to bulk moves). One fewer tap.
+
+Deliberately **no auto-start** of the receiving step — `button_start` stays an explicit tap because it begins the labour timer (keeps cost/time accurate and avoids the phantom-timer problem the S16 cron already fights).
+
+**Correctness fix.** The move preview currently derives availability from `from_step.qty_done − from_step.qty_scrapped`; change it to read `qty_at_step` (the live parked count shown on the card) so the pre-filled number **always matches what the operator sees**.
+
+### E. Close — wait to reconverge (Option B)
+
+The close/cert/ship/invoice lifecycle is **unchanged**:
+- `button_mark_done` gates, `_fp_create_certificates` (one CoC), `_fp_create_delivery` (one delivery), and the `awaiting_cert`/`awaiting_ship` transitions stay as-is.
+- The diverged subset keeps the job open **for free**: with parts in hold/rework, `qty_done + qty_scrapped` cannot equal `qty`, so the existing reconciliation gate simply won't let the job close until those parts resolve (reworked → done, or scrapped → counted). This is the correct behaviour, already enforced.
+- Normal jobs reconverge at Final Inspection (all parts back in one count) and close once.
+
+**Hardening (additive).** At close, `qty_done` auto-fill should derive from the quantity that actually **completed the final runnable step** (via the last step's `qty_at_step_finish` / move chain), not assume `job.qty`. Keep the existing reconciliation gate — just feed it an honest number when parts fanned out.
+
+### F. Reconciliation invariant
+
+At any time: `job.qty = (parts parked across all stages) + (on hold) + (in rework) + (scrapped) + (completed/shipped)`. The board surfaces the first three as presences; `qty_scrapped` and the final count feed the existing close gate `qty_done + qty_scrapped == qty`.
+
+---
+
+## Blast radius
+
+**Changes**
+- `plant_kanban.py` — per-stage presence rendering + composite keys + KPI dedupe (localized to `_render_card` + the bucketing loop; reuses all existing chip/tag/icon helpers).
+- `components/plant_card.js` + `plant_kanban.xml` — "{qty} of {job_qty}" line; tap passes `focus_step_id` (~a few lines).
+- `move_parts_dialog.{js,xml}` — slim "Advance" default (steppers, "All", hidden advanced fields); Hold/Scrap/Rework intent buttons; full dialog behind "More options".
+- `move_controller.py` — auto-ready on arrival; auto-finish on drain; preview availability/pre-fill from `qty_at_step`.
+- `fp_job_step.py` — qty-aware predecessor gate; bulk drain→finish helper.
+- `fp_job.py` — `qty_done` derivation at close (hardening only).
+
+**Does NOT change**
+- The quantity model (`qty_at_step`, `fp.job.step.move`).
+- The OWL component tree (FpTabletLock → header → board → columns → FpPlantCard → FpMiniTimeline), polling, filters, search, station pairing, QR.
+- The Job Workspace entry contract (`focus_step_id` already supported).
+- Holds / certs / bake windows / QC.
+- The close → cert → ship → invoice lifecycle (`button_mark_done`, `_fp_create_certificates`, `_fp_create_delivery`, awaiting_cert/awaiting_ship, order "ship together").
+
+---
+
+## Edge cases
+
+- **No recipe / no steps:** orphan fallback unchanged (Receiving column).
+- **Multiple steps in one area** (wet-line → plating): presence aggregates `qty_here` across them; `focus_step_id` is the most-actionable.
+- **First-step seed:** before any move, the whole qty sits at the first stage → one presence = today's single card.
+- **Recombination:** 30 + 20 both reaching Baking simply read as `qty_here = 50` at that stage (fluid quantities merge automatically).
+- **Held parts with no step linkage:** held indicator attaches to the job's furthest-along presence (plan-time detail).
+- **Search match:** every presence of a matching job shows across its columns (each carries the same searchable fields).
+
+## Testing
+
+- **Unit:** `qty_at_step` across a multi-stage split; qty-aware predecessor (parts-present → startable); auto-ready pending→ready on move; auto-finish source on drain-to-zero; `qty_done` derivation at close; reconciliation gate still fires with held parts.
+- **Integration:** board emits N presences for a split job and exactly 1 for an unsplit job; KPIs dedupe by job; tapping a presence opens the workspace on the right step.
+- **Persona walk:** operator finishes a subset at Plating → taps Send → receiver sees a "Ready" card at Baking with the right qty; 5 parts go on Hold → job stays open until resolved → reworked/closed → one cert, one delivery.
+
+## Deployment
+
+Per-module `__manifest__.py` version bumps so the SCSS/asset bundle busts and any data reloads. Entech is native Odoo (LXC 111, DB `admin`) — standard `-u fusion_plating_shopfloor,fusion_plating_jobs,fusion_plating` upgrade. No data migration required (no new persistent fields; additive behaviours only).

fusion_plating/docs/superpowers/specs/2026-06-03-box-tracking-sticker-redesign-design.md

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+# Box-Level Tracking + Job Sticker Redesign — Design Spec
+
+Date: 2026-06-03
+Status: Approved (brainstormed with client), implementation in progress.
+
+## Summary
+
+Two coupled deliverables:
+
+1. **Job sticker redesign** (thermal-label-friendly, 6×4 in / 152×102 mm):
+   - **Internal Job Sticker → Layout A** (stacked: identity band + full-width
+     instructions), printed **one per job**.
+   - **External Job Sticker → Layout B** (left identity rail + tall instructions
+     column), printed **one per box**, carrying the **box identity** (BOX n/N)
+     and a **per-box QR**. Shows the **factory logo** (`env.company.logo`).
+2. **Box-level tracking**: a new `fp.box` registry, one record per received box,
+   auto-created at receiving, with a status workflow and per-box scannable QR.
+
+## Decisions (locked with client)
+
+| Q | Decision |
+|---|---|
+| Label size | Keep 6×4 in (152×102 mm). |
+| Redesign goals | Readability/scan-speed + thermal print quality (no grey fills — solid-black bands + knockout white text; thick rules; bold sans). |
+| Masking on label | **MASK badge** (on/off flag) when `sale.order.line.x_fc_masking_enabled` is true. No detail text. |
+| Baking on label | **BAKE block** showing `sale.order.line.x_fc_bake_instructions` text, only when present. Also a BAKE flag for at-a-glance. |
+| Notes source | Internal = `x_fc_internal_description`; External = SO line `name` (customer-facing). |
+| Long notes | Notes-dominant zone, **length-tiered font shrink** to keep to **one label**, clip with "…see traveller" only in the extreme. |
+| Factory logo | On **External only** (header), from `env.company.logo` → `logo_web` → company partner image. Internal stays clean. Thermal caveat: prefer a mono/high-contrast logo. |
+| Box tracking depth | **Box registry** — per-box record, status, scannable QR. (Not box-contents.) |
+| Internal copies | **One per job.** |
+| External copies | **One per box.** |
+| Box QR | **Per-box** — encodes `/fp/box/<id>`. |
+
+## Label layouts (approved mockups)
+
+Both labels: outer 0.9 mm border, `overflow:hidden` single-page guard, dynamic
+blocks render only when their field has content.
+
+**Layout A (Internal, per job):** full-width stacked rows —
+`[logo | WO# band + INTERNAL tag | QR]` → `Part# + MASK/BAKE flags` →
+one-line field strip `Customer · PO · Qty · Due · Thk` → `BAKE` block →
+`NOTES` (full width, `x_fc_internal_description`, length-tiered, bottom padding).
+
+**Layout B (External, per box):** absolute two-column —
+- Left rail (50 mm): `logo` → black band `WORK ORDER <wo> | BOX n / N` →
+  `MASK/BAKE` flags → per-box QR → `Part#` → `Customer` → `PO/Qty` → `Due/Thk`.
+- Right column: `BAKE` block → `NOTES` (customer description, length-tiered).
+- Full-height divider (rail `border-right`). CUSTOMER copy.
+
+Reference mockups (Chrome-rendered, true 6×4):
+`~/Downloads/fusion_sticker_concepts/Sticker-A-Internal-LongNotes.*`,
+`Sticker-B-External.*`. Final proof renders through entech wkhtmltopdf.
+
+## `fp.box` model (fusion_plating_receiving)
+
+| Field | Type | Notes |
+|---|---|---|
+| `name` | Char | Sequence, e.g. `BOX/<wo-or-recv>/01`. |
+| `box_number` | Integer | n (1..N). |
+| `box_count` | Integer | N (related/snapshot of receiving `box_count_in`). |
+| `receiving_id` | M2O `fp.receiving` | Origin. ondelete cascade. |
+| `sale_order_id` | M2O `sale.order` | Related from receiving. |
+| `job_id` | M2O `fp.job` | Resolved (single-job SO = that job; multi-job = first/SO-level, see edge cases). |
+| `partner_id` | M2O `res.partner` | Related (customer). |
+| `state` | Selection | `received → racked → in_process → packed → shipped` (+ `lost`/`cancelled`). |
+| `qr` | Binary/compute | Encodes `<base_url>/fp/box/<id>`. |
+| `location_note` | Char | Optional free text "where is it now". |
+| `scan_event_ids` | (phase 2) | Per-scan log — deferred. |
+
+Constraints: `(receiving_id, box_number)` unique. Append-only-ish; state advances.
+
+## Auto-create at receiving
+
+When `fp.receiving.box_count_in = N` is set and the receiving is confirmed
+(state hook — reuse the existing box-count chatter point at
+`fp_receiving.py:~1191`), create/sync N `fp.box` rows (1..N), linked to the
+receiving + resolved job. **Idempotent**: changing N adds/removes trailing rows
+(never renumbers existing tracked boxes). Manager can regenerate.
+
+## Scanning
+
+- Controller route `/fp/box/<int:box_id>` → resolves the box, shows its job /
+  status, allows advancing state (received→…→shipped). Tie into the existing
+  shopfloor scan wedge (`request.env.user` attribution — no `tablet_tech_id`).
+- **Reconciliation**: helper flags a receiving/job whose boxes haven't all
+  reached `shipped` (so none are lost — matches the "ship back in the same
+  boxes" Sub-8 rule).
+
+## Label binding
+
+- **External job sticker** (`fusion_plating_jobs.report_fp_job_sticker_template`):
+  iterate the job's `fp.box` records → **one label per box** (Layout B), each
+  with its `box_number/box_count` + per-box QR (`/fp/box/<id>`). Replaces the
+  current `range(box_count_in)` loop in `report_fp_wo_sticker_inner`. When a job
+  has no `fp.box` rows yet, fall back to a single label (BOX 1/1).
+- **Internal job sticker** (`report_fp_job_sticker_internal_template`): **one per
+  job** (Layout A), job QR (`/fp/job/<id>`), no box loop.
+- Shared inner keeps the 100-label hard safety cap (defense-in-depth from the
+  WO-30072 OOM fix).
+
+## UI
+
+- Boxes list + kanban (group by `state`) under **Operations**; form with state
+  buttons + scan QR.
+- Smart buttons: box count on `fp.receiving` and `fp.job` forms.
+
+## Module placement
+
+- Model + auto-create + views/menu/ACL → `fusion_plating_receiving`.
+- Scan controller → `fusion_plating_receiving` (or shopfloor).
+- Label templates → `fusion_plating_jobs` (job stickers) + shared inner in
+  `fusion_plating_reports`.
+
+## Edge cases / open
+
+- **Multi-job SO** (one SO line → multiple jobs via serial/thickness grouping):
+  boxes are physical (per shipment/receiving). MVP links a box to the SO's
+  primary job; the external sticker prints the SO's boxes. Revisit if a real
+  multi-job-per-box case appears.
+- **Box ↔ part for multi-part SO**: out of MVP (registry, not contents).
+- Per-box qty/contents = future "registry + contents" upgrade.
+
+## Deploy / verify
+
+entech (LXC 111 / pve-worker5), `-u fusion_plating_receiving fusion_plating_jobs
+fusion_plating_reports` with the revert-on-failure guard. Verify: render both
+stickers for a real job through wkhtmltopdf; confirm auto-create on a test
+receiving; scan a box id.

fusion_plating/docs/superpowers/specs/2026-06-03-racking-multi-rack-wo-grouping-design.md

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+# Multi-Rack Splitting + Work-Order Grouping at Racking — Design
+
+**Date:** 2026-06-03
+**Status:** Approved (design sign-off 2026-06-03)
+**Modules touched:** `fusion_plating` (core: rack-load models), `fusion_plating_jobs` (movement / partial-order integration), `fusion_plating_shopfloor` (UI surfaces + controllers), `fusion_plating_reports` (rack travel ticket reuse)
+
+## 1. Problem / Goal
+
+At the **Racking** step, operators load a job's parts onto physical racks before plating. Today a step links to exactly **one** rack (`fp.job.step.rack_id`, single Many2one) and there is **no model for partial parts-per-rack** or **multiple work orders sharing a rack**. Operators need to:
+
+1. **Split a job across multiple racks.** Default: all parts on one rack. An **"+ Add Rack"** button divides the quantity equally (100 → 50/50 → 34/33/33 → 25×4…). The operator can then **manually override** any individual rack's quantity.
+2. **Move racks independently** through the rest of the line (Plating → Baking → De-Racking) — partial-order flow, but rack-aware. The operator chooses which rack(s) advance.
+3. **Group multiple work orders on one rack** when they run the **identical recipe + spec** (any customer), for line efficiency — e.g. WO-A (20 ENP parts) + WO-B (10 ENP parts) on one rack, processed together, then separated at De-Racking.
+
+## 2. Locked Decisions (from brainstorm 2026-06-03)
+
+| # | Decision |
+|---|----------|
+| D1 | **Rack movement = independent, operator's choice.** Each rack is its own trackable unit; it can move ahead on its own, or the operator can move several at once. |
+| D2 | **Grouping eligibility = identical process + spec.** Only WOs with the same resolved recipe AND same coating spec / thickness target may share a rack. Different customers are allowed. Mismatched recipe/spec is **blocked**. |
+| D3 | **Two UI surfaces.** (a) A per-WO **Racking panel** on the Job Workspace (the split case). (b) A dedicated **Racking Station** shop-floor screen listing all WOs at Racking, with split controls *and* cross-WO grouping. Both drive the same model + endpoints. |
+| D4 | **Division remainder** goes to the first rack(s): `base = total // N`, the first `total % N` racks get `base + 1`. Total always equals the parts available. |
+| D5 | **Capacity = soft warning.** Each rack shows `assigned / capacity`; over-capacity is an amber warning, never a hard block. |
+| D6 | **Plant Kanban = one card per job** with a small **rack rollup** ("3 racks · 1 Baking, 2 Plating"). The job card sits in the column of its **least-advanced** rack-load (a WO isn't "done" until every rack clears). Per-rack detail lives on the Racking screen / a card drill-down — NOT as separate board cards. |
+
+## 3. Data Model
+
+### 3.1 `fp.rack.load` (new, in `fusion_plating`)
+"Parts loaded on one physical rack." First-class, moves through the workflow independently.
+
+| Field | Type | Notes |
+|---|---|---|
+| `name` | Char | Sequence `RACKLOAD/YYYY/NNNN` |
+| `rack_id` | Many2one `fusion.plating.rack` | The physical rack |
+| `line_ids` | One2many `fp.rack.load.line` (inverse `load_id`) | Per-WO allocation (1 line = single WO; 2+ = grouped) |
+| `qty_total` | Integer (compute, stored) | `sum(line_ids.qty)` |
+| `recipe_id` | Many2one (recipe ref) | The shared recipe (all lines must match) — for grouping eligibility + display |
+| `spec_key` | Char (compute, stored) | Normalised spec/thickness signature used to enforce D2 grouping |
+| `current_step_id` | Many2one `fp.job.step` | The step the rack-load is parked at (drives independent position) |
+| `current_area_kind` | Char (compute, stored) | From `current_step_id.area_kind` — for the Plant Kanban column |
+| `state` | Selection | `loading` → `loaded` → `running` → `unracked` (→ `cancelled`) |
+| `tag_ids` | Many2many `fp.rack.tag` | Reuse existing rack tags (Rush / Hold for QC) |
+| `company_id` | Many2one | Standard |
+| chatter | mail.thread | Audit |
+
+Constraints: a rack-load's `line_ids` must all share `recipe_id` + `spec_key` (D2); `qty_total` must be ≥ 1; `rack_id` unique among non-unracked loads (a physical rack holds one active load at a time).
+
+### 3.2 `fp.rack.load.line` (new, in `fusion_plating`)
+| Field | Type | Notes |
+|---|---|---|
+| `load_id` | Many2one `fp.rack.load`, required, ondelete cascade | |
+| `job_id` | Many2one `fp.job`, required | The work order whose parts are on this rack |
+| `qty` | Integer, required | Parts of this job on this rack |
+| `part_catalog_id` | Many2one (related from job) | Display |
+| `recipe_id` / `spec_key` | related/compute from job | Used to enforce D2 |
+
+### 3.3 Job ↔ rack-load relationships (on `fp.job`, in `fusion_plating_jobs`)
+- `rack_load_line_ids` (One2many to `fp.rack.load.line`) — all loads carrying this job's parts.
+- `qty_racked` (compute) = sum of this job's load-line qtys — how many of the job's parts are on racks.
+- `qty_unracked` (compute) = `qty_at_racking_step − qty_racked` — parts not yet assigned to a rack (the "Unassigned" counter).
+
+## 4. Division Math (the "+ Add Rack" behaviour)
+
+- Default state: **1 rack-load, line.qty = full racking quantity**.
+- **+ Add Rack** → create one more rack-load and **re-divide equally** across all current loads (D4): `base = total // N`; first `total % N` loads get `base + 1`. This overwrites all line qtys (the simple behaviour: "add 4th rack → divide by 4").
+- **Divide Equally** button → same as above without adding a rack (re-balance current N).
+- **Manual qty edit** on a rack → updates that load's line qty; the **Unassigned: N** counter recomputes (`total − Σ assigned`). Manual edits persist until the next *Add Rack* / *Divide Equally*. Sum may not exceed `total` (validation). Sum < total is allowed (operator may rack in waves) and shown as Unassigned.
+- **Remove Rack** → only when its load hasn't moved past Racking; its qty returns to Unassigned.
+
+## 5. Independent Movement + Partial-Order Integration
+
+- Movement reuses the existing **move log** `fp.job.step.move`. When a rack-load advances from step A → B, create **one move row per line** (per job): `from_step_id`, `to_step_id`, `qty_moved = line.qty`, `rack_id = load.rack_id`, `transfer_type = 'step'`. This keeps the existing `qty_at_step` partial-order compute correct and rack-aware.
+- The rack-load's `current_step_id` is set to the destination on commit (explicit position for the independent-movement UI), and `state` flips `loaded → running`.
+- The operator can move **one** load or **select several** to move together (D1). Reuse / extend the existing **Move Rack** tablet dialog (`move_rack_dialog.js` + `/fp/tablet/move_rack/*`) so a rack-load moves as a unit; the multi-select batch move is a thin wrapper.
+- **De-Racking** = unrack. When a rack-load reaches the De-Racking step and is unracked: set `state = unracked`, free the physical rack (`rack.racking_state = 'empty'`), and each line's `qty` returns to **its own** job's downstream flow (inspection → cert → shipping). Grouped WOs separate cleanly here — each job continues with its own parts/qty.
+
+## 6. Work-Order Grouping (D2)
+
+- On the Racking Station screen, eligible WOs at Racking (same `recipe_id` + `spec_key`, any customer) can be **pulled onto a shared rack-load** → adds a `fp.rack.load.line` for the second job.
+- Eligibility is enforced server-side: adding a line whose job's recipe/spec differs from the load's is rejected with a clear message.
+- A grouped rack-load moves as one unit (§5); at De-Racking each line returns to its job (§5).
+
+## 7. UI Surfaces
+
+### 7.1 Job Workspace → Racking panel (per-WO) — `fusion_plating_shopfloor`
+- Appears on the Job Workspace when the WO is at the Racking step (mirrors the existing Receiving card pattern).
+- Shows: total parts, **Unassigned: N**, a list of rack-loads each with `[rack picker] [qty input] [assigned/capacity bar] [remove]`, **+ Add Rack** and **Divide Equally** buttons.
+- Split / qty-edit only (single WO). Grouping is not done here.
+
+### 7.2 Racking Station screen (new) — `fusion_plating_shopfloor`
+- New OWL client action + menu under Shop Floor.
+- Lists all WOs currently at the Racking step (grouped by recipe/spec for grouping visibility).
+- Per-WO split controls (same as 7.1) **plus** "Combine onto rack" to pull an eligible WO onto another's rack-load.
+- Shows rack capacity bars + over-capacity warnings.
+
+### 7.3 Shared controller endpoints — `fusion_plating_shopfloor/controllers`
+- `/fp/racking/load` (GET context for a WO or the station)
+- `/fp/racking/add_rack` / `divide_equally` / `set_qty` / `remove_rack`
+- `/fp/racking/assign_rack` (pick/scan the physical rack for a load — reuse `/rack/list_empty` + `/rack/scan_qr`)
+- `/fp/racking/group` (add an eligible WO's line to a load) / `ungroup`
+- `/fp/racking/move` (advance one or more rack-loads to the next step — wraps the move-log writes)
+All run as `request.env.user` (the technician) reusing existing rack/move ACLs.
+
+## 8. Plant Kanban Representation (D6)
+- One card per job. Card column = area of the job's **least-advanced** rack-load (`min` over `rack_load_line_ids.load_id.current_area_kind` by column sequence), falling back to today's `active_step_id.area_kind` when the job has no rack-loads.
+- Card shows a compact **rack rollup** chip ("3 racks · 1 Baking, 2 Plating"). Tapping the chip / card opens a per-rack drill-down (or routes to the Racking screen).
+- No new board columns; no per-rack board cards.
+
+## 9. Phasing (single spec, built in order)
+1. **Phase 1 — Split + independent movement.** `fp.rack.load` + `fp.rack.load.line`, division math, move-log integration, De-Racking unrack, Job Workspace Racking panel. Single-WO only (one line per load).
+2. **Phase 2 — WO grouping + Racking Station screen.** Multi-line loads, eligibility enforcement, the dedicated cross-WO surface.
+3. **Phase 3 — Plant Kanban rollup + drill-down.**
+
+## 10. Integration Points / Reuse
+- `fusion.plating.rack` (capacity, racking_state, tags) — reused; rack-load references it.
+- `fp.job.step.move` / `qty_at_step` partial-order compute — reused, now rack-aware.
+- `move_rack_dialog.js` + `/fp/tablet/move_rack/*` + `/rack/list_empty` + `/rack/scan_qr` — reused/extended.
+- Rack Travel Ticket PDF (`report_fp_rack_travel`) — reused (print a load's ticket).
+- `_fp_is_racking_step` / racking inspection gate — unchanged; rack-loads are created at the racking step.
+
+## 11. Edge Cases / Rules
+- Sum of load qtys may be **< total** (rack in waves); the remainder shows as Unassigned and can be racked later.
+- A load can't be removed/edited once it has moved past Racking.
+- One physical rack = one active (non-unracked) load at a time.
+- Over-capacity = soft amber warning only.
+- Cancelling a job cascades its load lines; a load with no remaining lines is cancelled.
+- Migration: existing single `fp.job.step.rack_id` assignments are left as-is (legacy); new flow uses rack-loads. No destructive backfill.
+
+## 12. Out of Scope (this spec)
+- Auto-suggesting which WOs to group (operator-driven only).
+- Rack capacity *planning*/optimisation.
+- Changing the De-Racking inspection model.
+- Reworking the legacy `rack_id`-on-step flow (kept for back-compat).

fusion_plating/fusion_plating/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating',
-    'version': '19.0.22.1.0',
+    'version': '19.0.23.0.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Core plating / metal finishing ERP: facilities, processes, tanks, baths, jobs, operators.',
     'description': """
@@ -93,6 +93,7 @@ Copyright (c) 2026 Nexa Systems Inc. All rights reserved.
         'data/fp_sequence_data.xml',
         'data/fp_job_sequences.xml',
         'data/fp_numbering_sequences.xml',
+        'data/fp_rack_load_sequence.xml',
         'data/fp_process_category_data.xml',
         # fp_menu.xml MUST load early — defines menu_fp_root, menu_fp_config,
         # menu_fp_compliance_hub, plus the 7 Phase-2 Configuration sub-folder

fusion_plating/fusion_plating/data/fp_rack_load_sequence.xml

@@ -0,0 +1,9 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="seq_fp_rack_load" model="ir.sequence">
+        <field name="name">Rack Load</field>
+        <field name="code">fp.rack.load</field>
+        <field name="prefix">RACKLOAD/%(year)s/</field>
+        <field name="padding">4</field>
+    </record>
+</odoo>

fusion_plating/fusion_plating/models/__init__.py

@@ -55,3 +55,4 @@ from . import fp_landing
 # imports the predicate chain + xmlid maps from the former).
 from . import fp_role_constants
 from . import fp_migration
+from . import fp_rack_load

fusion_plating/fusion_plating/models/fp_rack_load.py

@@ -0,0 +1,94 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+#
+# Multi-rack splitting + WO grouping at Racking — Phase 1 core models.
+# Spec:  docs/superpowers/specs/2026-06-03-racking-multi-rack-wo-grouping-design.md
+# Plan:  docs/superpowers/plans/2026-06-03-racking-multi-rack-phase1.md
+#
+# This file (core module) deliberately depends only on CORE fields. The
+# racking-step-aware division ops, the fp.job rollups, movement, and the
+# current_area_kind compute live in fusion_plating_jobs/models/fp_job_rack.py
+# (that module owns fp.job.step.area_kind, fp.job.part_catalog_id, and
+# _fp_is_racking_step).
+
+from odoo import api, fields, models, _
+
+
+class FpRackLoad(models.Model):
+    _name = 'fp.rack.load'
+    _description = 'Rack Load (parts on one physical rack)'
+    _inherit = ['mail.thread']
+    _order = 'id desc'
+
+    name = fields.Char(
+        string='Reference', required=True, copy=False, index=True,
+        default=lambda self: _('New'))
+    rack_id = fields.Many2one(
+        'fusion.plating.rack', string='Rack', tracking=True)
+    line_ids = fields.One2many(
+        'fp.rack.load.line', 'load_id', string='Work Orders')
+    qty_total = fields.Integer(
+        string='Total Parts', compute='_compute_qty_total', store=True)
+    current_step_id = fields.Many2one(
+        'fp.job.step', string='Current Step', tracking=True)
+    state = fields.Selection([
+        ('loading', 'Loading'),
+        ('loaded', 'Loaded'),
+        ('running', 'Running'),
+        ('unracked', 'Unracked'),
+        ('cancelled', 'Cancelled'),
+    ], string='State', default='loading', required=True, tracking=True)
+    tag_ids = fields.Many2many('fp.rack.tag', string='Tags')
+    company_id = fields.Many2one(
+        'res.company', string='Company',
+        default=lambda self: self.env.company)
+
+    @api.depends('line_ids.qty')
+    def _compute_qty_total(self):
+        for load in self:
+            load.qty_total = sum(load.line_ids.mapped('qty'))
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get('name', _('New')) == _('New'):
+                vals['name'] = (
+                    self.env['ir.sequence'].next_by_code('fp.rack.load')
+                    or _('New'))
+        return super().create(vals_list)
+
+    # ------------------------------------------------------------------
+    # Pure division math (no DB) — verifiable in isolation.
+    # ------------------------------------------------------------------
+    @api.model
+    def _fp_equal_split(self, total, n):
+        """Split ``total`` parts across ``n`` racks as evenly as possible.
+
+        Remainder goes to the FIRST racks (spec D4): 100/3 -> [34, 33, 33].
+        Returns a list of n ints summing to total. n < 1 -> [].
+        """
+        n = int(n)
+        if n < 1:
+            return []
+        base, rem = divmod(int(total), n)
+        return [base + 1 if i < rem else base for i in range(n)]
+
+    _qty_total_non_negative = models.Constraint(
+        'CHECK (qty_total >= 0)',
+        'Rack load total quantity cannot be negative.')
+
+
+class FpRackLoadLine(models.Model):
+    _name = 'fp.rack.load.line'
+    _description = 'Rack Load Line (one work order on a rack)'
+
+    load_id = fields.Many2one(
+        'fp.rack.load', string='Rack Load', required=True, ondelete='cascade')
+    job_id = fields.Many2one('fp.job', string='Work Order', required=True)
+    qty = fields.Integer(string='Parts', required=True, default=0)
+
+    _qty_non_negative = models.Constraint(
+        'CHECK (qty >= 0)',
+        'Rack load line quantity cannot be negative.')

fusion_plating/fusion_plating/security/fp_menu_visibility.xml

@@ -40,6 +40,14 @@
             <field name="privilege_id"
                    ref="fusion_plating.res_groups_privilege_fusion_plating"/>
             <field name="sequence">90</field>
+            <!-- 2026-06-02: office_user also grants "Contact Creation"
+                 (base.group_partner_manager) so back-office staff + managers
+                 can create contacts/companies. office_user is implied by every
+                 fp role ABOVE Technician (Sales Rep, Shop Manager, Manager,
+                 Quality Manager, Owner; Sales Manager via Sales Rep), so they
+                 all inherit contact-creation. Pure Technicians do NOT imply
+                 office_user, so they stay unable to create contacts. -->
+            <field name="implied_ids" eval="[(4, ref('base.group_partner_manager'))]"/>
             <field name="comment">Marker group that controls visibility of
                 non-tablet app menus (Calendar, Sales, Inventory, etc.).
                 Implied by every fp role above Technician (Owner, Manager,

fusion_plating/fusion_plating/security/ir.model.access.csv

@@ -97,3 +97,7 @@ access_fp_job_step_move_input_value_manager,fp.job.step.move.input.value.manager
 access_fp_migration_preview_owner,fp.migration.preview.owner,model_fp_migration_preview,fusion_plating.group_fp_owner,1,1,1,1
 access_fp_migration_preview_line_owner,fp.migration.preview.line.owner,model_fp_migration_preview_line,fusion_plating.group_fp_owner,1,1,1,1
 access_ir_actions_actions_plating,ir.actions.actions.plating.read,base.model_ir_actions_actions,fusion_plating.group_fp_technician,1,0,0,0
+access_fp_rack_load_tech,fp.rack.load.tech,model_fp_rack_load,fusion_plating.group_fp_technician,1,1,1,0
+access_fp_rack_load_mgr,fp.rack.load.mgr,model_fp_rack_load,fusion_plating.group_fp_manager,1,1,1,1
+access_fp_rack_load_line_tech,fp.rack.load.line.tech,model_fp_rack_load_line,fusion_plating.group_fp_technician,1,1,1,1
+access_fp_rack_load_line_mgr,fp.rack.load.line.mgr,model_fp_rack_load_line,fusion_plating.group_fp_manager,1,1,1,1

fusion_plating/fusion_plating/tests/__init__.py

@@ -11,3 +11,4 @@ from . import test_landing_resolver
 from . import test_team_page
 from . import test_sales_manager_gate
 from . import test_migration_workflow
+from . import test_rack_load

fusion_plating/fusion_plating/tests/test_rack_load.py

@@ -0,0 +1,27 @@
+# -*- coding: utf-8 -*-
+# Phase 1 — rack-load core model tests.
+from odoo.tests import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestRackLoad(TransactionCase):
+
+    def test_equal_split_math(self):
+        """Remainder goes to the first racks (spec D4)."""
+        Load = self.env['fp.rack.load']
+        self.assertEqual(Load._fp_equal_split(100, 1), [100])
+        self.assertEqual(Load._fp_equal_split(100, 2), [50, 50])
+        self.assertEqual(Load._fp_equal_split(100, 3), [34, 33, 33])
+        self.assertEqual(Load._fp_equal_split(100, 4), [25, 25, 25, 25])
+        self.assertEqual(Load._fp_equal_split(10, 3), [4, 3, 3])
+        self.assertEqual(Load._fp_equal_split(0, 3), [0, 0, 0])
+        self.assertEqual(Load._fp_equal_split(5, 0), [])
+        # sums always equal the total
+        self.assertEqual(sum(Load._fp_equal_split(97, 6)), 97)
+
+    def test_create_sequence_and_qty_total(self):
+        rack = self.env['fusion.plating.rack'].create({'name': 'RL-TEST-RACK'})
+        load = self.env['fp.rack.load'].create({'rack_id': rack.id})
+        self.assertTrue(load.name.startswith('RACKLOAD/'))
+        self.assertEqual(load.state, 'loading')
+        self.assertEqual(load.qty_total, 0)

fusion_plating/fusion_plating_configurator/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating — Configurator',
-    'version': '19.0.22.10.0',
+    'version': '19.0.22.13.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Quotation configurator with part catalog, coating configs, and formula-based pricing engine.',
     'description': """

fusion_plating/fusion_plating_configurator/models/fp_part_catalog.py

@@ -79,6 +79,7 @@ class FpPartCatalog(models.Model):
     partner_id = fields.Many2one(
         'res.partner', string='Customer', required=True, ondelete='cascade',
         tracking=True, domain="[('customer_rank', '>', 0)]",
+        context={'default_customer_rank': 1},  # inline-created customers get rank=1 so they stay visible in this picker
     )
     part_number = fields.Char(string='Part Number', required=True, tracking=True, help="Customer's part number (e.g. VS-R392007E01).")
     revision = fields.Char(

fusion_plating/fusion_plating_configurator/models/fp_quote_configurator.py

@@ -52,6 +52,7 @@ class FpQuoteConfigurator(models.Model):
     partner_id = fields.Many2one(
         'res.partner', string='Customer', required=True,
         domain="[('customer_rank', '>', 0)]",
+        context={'default_customer_rank': 1},  # inline-created customers get rank=1 so they stay visible in this picker
     )
     part_catalog_id = fields.Many2one(
         'fp.part.catalog', string='Part (Catalog)',

fusion_plating/fusion_plating_configurator/models/sale_order_line.py

@@ -350,6 +350,14 @@ class SaleOrderLine(models.Model):
              'steps run, with this text shown on the operator tablet under '
              'fp.job.step.instructions.',
     )
+    x_fc_masking_attachment_ids = fields.Many2many(
+        'ir.attachment',
+        'sale_order_line_masking_att_rel', 'line_id', 'attachment_id',
+        string='Masking Reference(s)',
+        help='Masking reference image(s)/PDF(s) captured at Express order '
+             'entry; applied to the job\'s masking step at job creation so '
+             'the operator sees what to mask.',
+    )
     x_fc_revision_snapshot = fields.Char(
         string='Revision (snapshot)',
         copy=False,
@@ -840,6 +848,19 @@ class SaleOrderLine(models.Model):
                 })
             if nodes:
                 msgs.append(_('Masking + de-masking steps opted out (per SO line)'))
+        elif self.x_fc_masking_attachment_ids:
+            # Masking ON + Express reference file(s) attached → surface them on
+            # the mask step so the operator sees what to mask. Lands on the
+            # second call (after steps exist), same as bake below.
+            mask_steps = job.step_ids.filtered(
+                lambda s: s.recipe_node_id.default_kind == 'mask'
+            )
+            if mask_steps:
+                mask_steps.sudo().write({
+                    'x_fc_masking_attachment_ids': [(6, 0, self.x_fc_masking_attachment_ids.ids)],
+                })
+                msgs.append(_('Masking reference(s) attached to the mask step: %d file(s)')
+                            % len(self.x_fc_masking_attachment_ids))
 
         # 2. Bake — empty = opt out; non-empty = keep + write step.instructions
         bake_text = (self.x_fc_bake_instructions or '').strip()

fusion_plating/fusion_plating_configurator/static/src/js/express_action_btns.js

@@ -91,6 +91,67 @@ export class FpExpressActionBtns extends Component {
         );
         if (action) await this.action.doAction(action);
     }
+
+    // ---- Masking reference upload (2026-06-03) ----
+    // Visible only when masking is toggled ON for this line. Accepts MULTIPLE
+    // image/PDF files; each is attached to the line and (on order confirm)
+    // copied onto the job's masking step so the operator sees it in the
+    // workstation. Mirrors onUpload but loops over the file list.
+    get maskingEnabled() {
+        return !!this.props.record.data.masking_enabled;
+    }
+
+    get maskCount() {
+        const m = this.props.record.data.masking_attachment_ids;
+        return (m && m.count) || 0;
+    }
+
+    async onUploadMask(ev) {
+        ev.stopPropagation();
+        ev.preventDefault();
+        const input = document.createElement("input");
+        input.type = "file";
+        input.multiple = true;
+        input.accept = ".pdf,.png,.jpg,.jpeg,application/pdf,image/*";
+        input.onchange = async () => {
+            const files = Array.from(input.files || []);
+            if (!files.length) return;
+            if (!(await this._ensureSaved())) return;
+            let ok = 0;
+            for (const file of files) {
+                try {
+                    const base64 = await new Promise((resolve, reject) => {
+                        const reader = new FileReader();
+                        reader.onload = () => resolve(reader.result.split(",")[1]);
+                        reader.onerror = reject;
+                        reader.readAsDataURL(file);
+                    });
+                    await this.orm.call(
+                        this.props.record.resModel,
+                        "action_upload_masking_ref",
+                        [[this.props.record.resId]],
+                        {
+                            context: {
+                                fp_masking_file: base64,
+                                fp_masking_filename: file.name,
+                            },
+                        },
+                    );
+                    ok += 1;
+                } catch (e) {
+                    this.notification.add(
+                        `Masking upload failed for "${file.name}": ${e.message || e}`,
+                        { type: "danger" },
+                    );
+                }
+            }
+            if (ok) {
+                this.notification.add(`${ok} masking reference(s) added.`, { type: "success" });
+                await this.props.record.load();
+            }
+        };
+        input.click();
+    }
 }
 
 export const fpExpressActionBtns = {

fusion_plating/fusion_plating_configurator/static/src/scss/express_order.scss

@@ -441,6 +441,21 @@
                 cursor: not-allowed;
             }
         }
+
+        // MASK upload — amber so order-entry notices the "attach reference"
+        // affordance the moment masking is toggled on. Solid amber works on
+        // both the light and dark backend bundles (dark text on amber fill).
+        .o_fp_xpr_mask_btn {
+            color: #1f2937;
+            border-color: #d97706;
+            background: #fbbf24;
+
+            &:hover:not(:disabled) {
+                color: #1f2937;
+                border-color: #b45309;
+                background: #f59e0b;
+            }
+        }
     }
 
     // ============================================================

fusion_plating/fusion_plating_configurator/static/src/xml/express_action_btns.xml

@@ -16,6 +16,13 @@
                 title="Open the part record in a modal">
             OPEN
         </button>
+        <button t-if="maskingEnabled"
+                class="o_fp_xpr_action_stack_btn o_fp_xpr_mask_btn"
+                t-on-click="onUploadMask"
+                t-att-disabled="!hasPart"
+                title="Attach masking reference image(s)/PDF(s) — shown to the operator on the masking step">
+            MASK<t t-if="maskCount"> (<t t-esc="maskCount"/>)</t>
+        </button>
     </div>
 </t>
 

fusion_plating/fusion_plating_configurator/views/fp_express_order_views.xml

@@ -279,6 +279,7 @@
                             <field name="customer_line_ref" string="Line Job #" placeholder="ABC" width="80px"/>
                             <field name="thickness_range" string="Thickness" placeholder=".0005-.0010" width="100px"/>
                             <field name="masking_enabled" string="Mask" widget="boolean_toggle" width="55px"/>
+                            <field name="masking_attachment_ids" column_invisible="1"/>
                             <!-- Bake pill — click to edit -->
                             <field name="bake_instructions"
                                    string="Bake"

fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_line.py

@@ -573,6 +573,14 @@ class FpDirectOrderLine(models.Model):
         help='Free-text bake instructions. Empty = bake steps are opted out. '
              'Non-empty = bake step instructions on the operator tablet.',
     )
+    masking_attachment_ids = fields.Many2many(
+        'ir.attachment',
+        'fp_direct_order_line_masking_att_rel', 'line_id', 'attachment_id',
+        string='Masking Reference(s)',
+        help='Image(s)/PDF(s) of what to mask. Carried to the SO line and '
+             'shown to the operator on the job\'s masking step. Only relevant '
+             'when Masking is enabled.',
+    )
 
     # ---- Computes ----
     @api.depends('quantity', 'unit_price')
@@ -766,6 +774,29 @@ class FpDirectOrderLine(models.Model):
             'target': 'new',
         }
 
+    def action_upload_masking_ref(self):
+        """Attach a masking reference (image/PDF) to this line.
+
+        Called by the Express 'MASK REF' button — once per file (multi-select
+        loops in JS), via context keys fp_masking_file + fp_masking_filename.
+        Stored on the line's masking_attachment_ids; carried to the SO line
+        and the job's masking step at order confirm.
+        """
+        self.ensure_one()
+        from odoo.exceptions import UserError
+        file_data = self.env.context.get('fp_masking_file')
+        filename = self.env.context.get('fp_masking_filename', 'masking-ref')
+        if not file_data:
+            raise UserError(_('No file data received.'))
+        att = self.env['ir.attachment'].sudo().create({
+            'name': filename,
+            'datas': file_data,
+            'res_model': 'fp.direct.order.line',
+            'res_id': self.id,
+        })
+        self.write({'masking_attachment_ids': [(4, att.id)]})
+        return True
+
     def action_upload_drawing(self):
         """Attach a file (via context) to the line's part as a drawing.
 

fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_wizard.py

@@ -62,6 +62,11 @@ class FpDirectOrderWizard(models.Model):
     partner_id = fields.Many2one(
         'res.partner', string='Customer',
         domain="[('customer_rank', '>', 0)]",
+        # 2026-06-02: default customer_rank=1 so a customer created inline
+        # (quick-create) from the Express Order form is marked as a customer
+        # and stays visible in this picker AND the Customers menu (both filter
+        # customer_rank>0). Without it new customers got rank 0 and vanished.
+        context={'default_customer_rank': 1},
         tracking=True,
     )
     partner_invoice_id = fields.Many2one(
@@ -951,6 +956,7 @@ class FpDirectOrderWizard(models.Model):
                 'x_fc_customer_line_ref': line.customer_line_ref or False,
                 'x_fc_masking_enabled': line.masking_enabled,
                 'x_fc_bake_instructions': line.bake_instructions or False,
+                'x_fc_masking_attachment_ids': [(6, 0, line.masking_attachment_ids.ids)],
                 # Sub 9 — explicit tax override from the wizard line.
                 # When blank, Odoo will compute taxes from the product
                 # defaults at SO-line save time (the standard behaviour).

fusion_plating/fusion_plating_jobs/__manifest__.py

@@ -3,7 +3,7 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 {
     'name': 'Fusion Plating — Native Jobs',
-    'version': '19.0.11.5.0',
+    'version': '19.0.12.1.6',
     'category': 'Manufacturing/Plating',
     'summary': 'Native plating job model — replaces mrp.production / mrp.workorder bridge.',
     'author': 'Nexa Systems Inc.',

fusion_plating/fusion_plating_jobs/models/__init__.py

@@ -7,7 +7,9 @@
 
 from . import fp_job_workflow_state   # Sub 14 — must load before fp_job (FK target)
 from . import fp_job
+from . import fp_job_sticker
 from . import fp_job_step
+from . import fp_job_masking
 from . import fp_job_node_override
 from . import fp_portal_job
 from . import account_move
@@ -35,6 +37,10 @@ from . import report_fp_job_margin
 # (fp.qc.checklist.template lives in fusion_plating_quality; can't depend
 # back on jobs without a cycle.)
 from . import fp_job_consumption
+
+# Multi-rack splitting at Racking (Phase 1) — jobs-side extension of
+# fp.rack.load (core model in fusion_plating) + fp.job rollups.
+from . import fp_job_rack
 # fp.work.role, fp.operator.proficiency, fp_process_node inherit, and the
 # hr.employee shop-roles inherit live in fusion_plating core so every
 # downstream module (cgp, bridge_mrp residue, etc.) sees them without a

fusion_plating/fusion_plating_jobs/models/fp_job.py

@@ -2074,11 +2074,27 @@ class FpJob(models.Model):
                 # the operator reconciles by hand. Mirrors the receiving
                 # `_update_job_qty_received` pattern: server fills the
                 # obvious default, operator owns the edge cases.
-                if (not job.qty_done and not job.qty_scrapped
+                # Partial-order handling (2026-06-02): surface scrap that
+                # was recorded through the Move log (transfer_type='scrap')
+                # into qty_scrapped, so the reconciliation + cert qty stay
+                # honest even when scrap was done from the tablet Move
+                # dialog rather than the qty_scrapped field. Only when the
+                # field hasn't been set by hand.
+                scrap_moves = job._fp_scrapped_via_moves()
+                if scrap_moves and not job.qty_scrapped:
+                    job.qty_scrapped = scrap_moves
+                # Clean-close auto-fill: derive the good (done) count from
+                # what physically came in minus scrap, instead of blindly
+                # assuming the whole order completed (which over-counts when
+                # parts were scrapped mid-line). Skips when the operator
+                # already typed qty_done, or when visual rejects make the
+                # split non-obvious — then the gate below makes them
+                # reconcile by hand.
+                if (not job.qty_done
                         and not (job.qty_visual_inspection_rejects or 0)
                         and job.qty_received
                         and abs(job.qty_received - job.qty) < 0.0001):
-                    job.qty_done = job.qty
+                    job.qty_done = job.qty - (job.qty_scrapped or 0)
                 accounted = (job.qty_done or 0) + (job.qty_scrapped or 0)
                 if abs(accounted - job.qty) > 0.0001:
                     raise UserError(_(
@@ -2439,6 +2455,19 @@ class FpJob(models.Model):
             fp_skip_step_gate=True,
         ).button_mark_done()
 
+    def _fp_scrapped_via_moves(self):
+        """Total parts scrapped through the Move log (transfer_type=
+        'scrap') for this job. Lets button_mark_done's reconciliation
+        count scrap done via the tablet Move dialog, not just the
+        qty_scrapped field (partial-order handling, 2026-06-02)."""
+        self.ensure_one()
+        Move = self.env['fp.job.step.move']
+        moves = Move.sudo().search([
+            ('job_id', '=', self.id),
+            ('transfer_type', '=', 'scrap'),
+        ])
+        return int(sum(m.qty_moved or 0 for m in moves))
+
     def _fp_check_advance_post_shop(self):
         """Auto-advance in_progress jobs whose recipe steps are all
         terminal. Called from fp.job.step.button_finish post-super().

fusion_plating/fusion_plating_jobs/models/fp_job_masking.py

@@ -0,0 +1,36 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+"""Masking reference attachments — captured at Express order entry, surfaced
+on the job's masking step (operator workstation) and rolled up to the job
+form (office). Populated by sale.order.line._fp_apply_express_overrides_to_job.
+"""
+from odoo import api, fields, models
+
+
+class FpJobStep(models.Model):
+    _inherit = 'fp.job.step'
+
+    x_fc_masking_attachment_ids = fields.Many2many(
+        'ir.attachment',
+        'fp_job_step_masking_att_rel', 'step_id', 'attachment_id',
+        string='Masking Reference(s)',
+        help='Reference image(s)/PDF(s) of what to mask, attached at order '
+             'entry (Express) and shown to the operator on the masking step.',
+    )
+
+
+class FpJob(models.Model):
+    _inherit = 'fp.job'
+
+    x_fc_masking_attachment_ids = fields.Many2many(
+        'ir.attachment',
+        compute='_compute_masking_attachment_ids',
+        string='Masking References',
+        help='All masking reference files across this job\'s masking steps.',
+    )
+
+    @api.depends('step_ids.x_fc_masking_attachment_ids')
+    def _compute_masking_attachment_ids(self):
+        for job in self:
+            atts = job.step_ids.mapped('x_fc_masking_attachment_ids')
+            job.x_fc_masking_attachment_ids = [(6, 0, atts.ids)]

fusion_plating/fusion_plating_jobs/models/fp_job_rack.py

@@ -0,0 +1,166 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+#
+# Multi-rack splitting at Racking — Phase 1 jobs-module extension.
+# Core models live in fusion_plating/models/fp_rack_load.py. This file owns
+# everything that touches jobs-module fields (fp.job.step.area_kind,
+# fp.job.part_catalog_id) and the racking-step detection (_fp_is_racking_step).
+# Spec/plan: docs/superpowers/{specs,plans}/2026-06-03-racking-multi-rack-*.md
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+
+class FpRackLoad(models.Model):
+    _inherit = 'fp.rack.load'
+
+    current_area_kind = fields.Char(
+        string='Current Area', compute='_compute_current_area_kind', store=True)
+
+    @api.depends('current_step_id.area_kind')
+    def _compute_current_area_kind(self):
+        for load in self:
+            load.current_area_kind = load.current_step_id.area_kind or False
+
+    # ------------------------------------------------------------------
+    # Racking-step resolution + the "total parts available to rack"
+    # ------------------------------------------------------------------
+    @api.model
+    def _fp_racking_step_for(self, job):
+        # Detect the racking step by area_kind == 'racking' (the corrected
+        # classification), NOT _fp_is_racking_step() — the latter keys off the
+        # step's kind, and de-racking steps are frequently mis-tagged
+        # kind='racking' in the data, which would wrongly match De-Racking.
+        return job.step_ids.filtered(lambda s: s.area_kind == 'racking')[:1]
+
+    @api.model
+    def _fp_racking_total(self, job):
+        step = self._fp_racking_step_for(job)
+        if step and step.qty_at_step:
+            return int(step.qty_at_step)
+        return int(job.qty or 0)
+
+    @api.model
+    def _fp_job_loads(self, job):
+        """Active (not unracked/cancelled) loads carrying this job's parts."""
+        return self.search([
+            ('line_ids.job_id', '=', job.id),
+            ('state', 'in', ('loading', 'loaded', 'running')),
+        ], order='id')
+
+    # ------------------------------------------------------------------
+    # Division API (operator's split + manual override)
+    # ------------------------------------------------------------------
+    @api.model
+    def _fp_split_job(self, job, n):
+        """(Re)create n loads for `job`, equal split of the racking total.
+
+        Drops existing unmoved 'loading' loads first. Moved/assigned loads are
+        left alone (can't re-split parts that already advanced)."""
+        total = self._fp_racking_total(job)
+        self._fp_job_loads(job).filtered(
+            lambda l: l.state == 'loading' and not l.current_step_id).unlink()
+        qtys = self._fp_equal_split(total, max(int(n), 1))
+        loads = self.browse()
+        for q in qtys:
+            loads |= self.create({
+                'line_ids': [(0, 0, {'job_id': job.id, 'qty': q})],
+            })
+        return loads
+
+    @api.model
+    def _fp_ensure_seeded(self, job):
+        """Default state: one rack carrying all the parts."""
+        if not self._fp_job_loads(job):
+            self._fp_split_job(job, 1)
+        return self._fp_job_loads(job)
+
+    @api.model
+    def _fp_add_rack(self, job):
+        return self._fp_split_job(job, len(self._fp_job_loads(job)) + 1)
+
+    @api.model
+    def _fp_divide_equally(self, job):
+        return self._fp_split_job(job, max(len(self._fp_job_loads(job)), 1))
+
+    def _fp_set_qty(self, qty):
+        """Manual override of a single load's quantity (must not exceed the
+        job's available parts across all its loads)."""
+        self.ensure_one()
+        line = self.line_ids[:1]
+        if not line:
+            raise UserError(_('This rack has no work order line.'))
+        job = line.job_id
+        total = self._fp_racking_total(job)
+        other = sum((self._fp_job_loads(job) - self).mapped('qty_total'))
+        if other + int(qty) > total:
+            raise UserError(
+                _('Assigned %(a)s exceeds the %(t)s parts available to rack.')
+                % {'a': other + int(qty), 't': total})
+        line.qty = int(qty)
+
+    def _fp_remove_rack(self):
+        self.ensure_one()
+        if self.current_step_id:
+            raise UserError(_('Cannot remove a rack that has already moved.'))
+        self.unlink()
+
+    # ------------------------------------------------------------------
+    # Independent movement + de-racking
+    # ------------------------------------------------------------------
+    def _fp_advance_to(self, to_step):
+        """Move these rack-loads to `to_step`: one move row per line (per WO),
+        carrying the rack + line qty, then update position/state."""
+        Move = self.env['fp.job.step.move']
+        for load in self:
+            from_step = load.current_step_id
+            for line in load.line_ids:
+                Move.create({
+                    'job_id': line.job_id.id,
+                    'from_step_id': from_step.id if from_step else False,
+                    'to_step_id': to_step.id,
+                    'qty_moved': line.qty,
+                    'rack_id': load.rack_id.id if load.rack_id else False,
+                    'transfer_type': 'step',
+                    'moved_by_user_id': self.env.user.id,
+                })
+            load.current_step_id = to_step
+            load.state = 'running'
+
+    def _fp_unrack(self):
+        """De-Racking: free the physical rack; each line's parts continue in
+        its own job's flow (the per-line moves already attributed qty)."""
+        for load in self:
+            load.state = 'unracked'
+            if load.rack_id:
+                load.rack_id.racking_state = 'empty'
+
+
+class FpRackLoadLine(models.Model):
+    _inherit = 'fp.rack.load.line'
+
+    part_catalog_id = fields.Many2one(
+        related='job_id.part_catalog_id', store=True, string='Part')
+
+
+class FpJob(models.Model):
+    _inherit = 'fp.job'
+
+    rack_load_line_ids = fields.One2many(
+        'fp.rack.load.line', 'job_id', string='Rack Loads')
+    qty_racked = fields.Integer(
+        string='Parts Racked', compute='_compute_qty_racked')
+    qty_unracked = fields.Integer(
+        string='Parts Unassigned', compute='_compute_qty_racked')
+
+    @api.depends('rack_load_line_ids.qty', 'rack_load_line_ids.load_id.state')
+    def _compute_qty_racked(self):
+        Load = self.env['fp.rack.load']
+        for job in self:
+            active = job.rack_load_line_ids.filtered(
+                lambda l: l.load_id.state in ('loading', 'loaded', 'running'))
+            job.qty_racked = sum(active.mapped('qty'))
+            total = Load._fp_racking_total(job)
+            job.qty_unracked = max(total - job.qty_racked, 0)

fusion_plating/fusion_plating_jobs/models/fp_job_step.py

@@ -54,12 +54,37 @@ class FpJobStep(models.Model):
         # leak permissive behaviour through a related-field None.
         if not self.job_id:
             return True
+        # Partial-flow short-circuit (2026-06-02 partial-order handling).
+        # Once REAL parts have physically arrived at this step (a move
+        # parked them here), the predecessor lock is moot — the parts are
+        # on the floor at this station, so the step is startable
+        # regardless of whether upstream steps are fully done. This is
+        # what lets a partial group "light up" the next stage while the
+        # rest of the batch is still being processed upstream. Single
+        # source of truth: every caller (can_start, blocker, button_start,
+        # the Move dialog's _blockers_for_move) inherits this behaviour.
+        if self._fp_has_real_incoming():
+            return False
         recipe_seq = self.job_id.enforce_sequential
         if recipe_seq:
             return not self.parallel_start
         # Free-flow recipe — only the legacy per-step flag still gates.
         return bool(self.requires_predecessor_done)
 
+    def _fp_has_real_incoming(self):
+        """True when real parts have physically arrived at this step via
+        a move — an incoming move from a DIFFERENT step with qty_moved > 0.
+
+        Distinct from the qty_at_step first-step seed (a notional UI hint
+        with no backing move) and from self-loop measurement moves
+        (from_step == to_step, used by the Record Inputs wizard). Mirrors
+        the has_real_incoming test in core button_finish's qty gate.
+        """
+        self.ensure_one()
+        return bool(self.incoming_move_ids.filtered(
+            lambda m: m.from_step_id != self and (m.qty_moved or 0) > 0
+        ))
+
     def _fp_has_unfinished_predecessors(self):
         """True when an earlier-sequence step on the same job is not yet
         in a terminal state. Composes with _fp_should_block_predecessors
@@ -86,6 +111,10 @@ class FpJobStep(models.Model):
         'job_id.enforce_sequential',
         'job_id.step_ids.state',
         'job_id.step_ids.sequence',
+        # Partial-flow: arriving parts clear the predecessor gate
+        # (_fp_has_real_incoming), so can_start must recompute on move.
+        'incoming_move_ids.qty_moved',
+        'incoming_move_ids.from_step_id',
     )
     def _compute_can_start(self):
         for step in self:
@@ -128,33 +157,122 @@ class FpJobStep(models.Model):
     @api.depends(
         'work_centre_id.area_kind',
         'recipe_node_id.kind_id.area_kind',
+        'name',
+        'recipe_node_id.kind_id.code',
+        'sequence',
+        'job_id.step_ids.sequence',
+        'job_id.step_ids.name',
+        'job_id.step_ids.work_centre_id.area_kind',
+        'job_id.step_ids.recipe_node_id.kind_id.area_kind',
+        'job_id.step_ids.recipe_node_id.kind_id.code',
     )
     def _compute_area_kind(self):
         """Resolve the plant-view column this step belongs in.
 
-        Priority chain:
-          1. work_centre.area_kind (explicit operator setup wins)
-          2. recipe_node.kind_id.area_kind (kind taxonomy authoritative)
-          3. catch-all 'plating' (data integrity issue if we land here)
+        Priority chain (non-gating steps):
+          1. step-NAME override for unambiguous de-rack / de-mask / bake
+             steps (2026-06-03) — their recipe kind and/or work-centre is
+             frequently wrong (tagged 'racking'/'mask', a shared station, or
+             left blank), scattering cards across the Racking / Masking /
+             Plating columns. The operator-facing NAME is unambiguous, so it
+             wins OUTRIGHT — even over an explicit work-centre. Bake/oven
+             steps that merely mention "de-rack" stay in Baking. See spec
+             2026-05-24-shopfloor-live-step-fix-design.md Change 6.
+          2. work_centre.area_kind (explicit operator setup)
+          3. recipe_node.kind_id.area_kind (kind taxonomy authoritative)
+          4. catch-all 'plating' (data integrity issue if we land here)
 
-        The legacy _STEP_KIND_TO_AREA dict was removed — fp.step.kind
-        now self-declares its area_kind, so the kind taxonomy IS the
-        source of truth. See spec
-        2026-05-24-shopfloor-live-step-fix-design.md Change 6.
+        Gating/marker steps (kind `code == 'gating'` — the "Ready for X"
+        steps) have NO physical location; the taxonomy maps them to
+        'receiving', which made a mid-recipe gate snap the job's card back
+        to the first column (Racking -> "Ready for processing" jumped to
+        Receiving, so the job looked like it vanished — 2026-06-02). A
+        gating step FALLS FORWARD to the next non-gating step's column
+        (it's "ready for [that stage]"), keeping the card moving
+        left->right. If nothing real follows, it falls back to the last
+        real stage.
         """
         for step in self:
-            # 1. Explicit work_centre wins
-            if step.work_centre_id and step.work_centre_id.area_kind:
-                step.area_kind = step.work_centre_id.area_kind
-                continue
-            # 2. Kind taxonomy
-            node = step.recipe_node_id
-            if node and node.kind_id and node.kind_id.area_kind:
-                step.area_kind = node.kind_id.area_kind
-                continue
-            # 3. Catch-all — only reached for orphaned steps (no
-            # work_centre AND no recipe_node).
-            step.area_kind = 'plating'
+            step.area_kind = step._fp_resolve_area_kind()
+
+    def _fp_raw_area_kind(self):
+        """Area from this step's OWN name / work_centre / kind only — no
+        look-ahead and no dependence on the computed `area_kind` field (so
+        the gating fall-forward below can't recurse).
+
+        Name override (de-rack/de-mask -> De-Racking, bake/oven -> Baking)
+        wins OUTRIGHT: the authored kind / work-centre is frequently
+        wrong/blank for these. See _fp_area_from_step_name."""
+        self.ensure_one()
+        name_area = self._fp_area_from_step_name(self.name)
+        if name_area:
+            return name_area
+        if self.work_centre_id and self.work_centre_id.area_kind:
+            return self.work_centre_id.area_kind
+        node = self.recipe_node_id
+        if node and node.kind_id and node.kind_id.area_kind:
+            return node.kind_id.area_kind
+        return 'plating'
+
+    def _fp_is_gating_step(self):
+        """True for a 'Ready for X' marker step (no physical location).
+        Detected via the STABLE kind code, never the display name."""
+        self.ensure_one()
+        node = self.recipe_node_id
+        return bool(node and node.kind_id and node.kind_id.code == 'gating')
+
+    def _fp_resolve_area_kind(self):
+        """Column for this step: its own raw area, EXCEPT a gating marker
+        falls forward to the next non-gating step's column."""
+        self.ensure_one()
+        if not self._fp_is_gating_step():
+            return self._fp_raw_area_kind()
+        siblings = self.job_id.step_ids
+        later = siblings.filtered(
+            lambda s: s.sequence > self.sequence and not s._fp_is_gating_step()
+        ).sorted('sequence')
+        if later:
+            return later[0]._fp_raw_area_kind()
+        earlier = siblings.filtered(
+            lambda s: s.sequence < self.sequence and not s._fp_is_gating_step()
+        ).sorted('sequence')
+        if earlier:
+            return earlier[-1]._fp_raw_area_kind()
+        return self._fp_raw_area_kind()
+
+    @staticmethod
+    def _fp_area_from_step_name(name):
+        """Unambiguous step-name -> area_kind override (area or None).
+
+        The recipe kind is frequently wrong/blank for these step types, so
+        the operator-facing NAME is the more reliable signal and wins over
+        kind/work-centre in _compute_area_kind:
+
+          - bake / oven -> 'baking'  (checked FIRST so "Oven bake (Post
+            de-rack)" counts as a bake, not a de-rack). Excludes
+            inspection-of-bake names ("post-bake inspection/QC/test") and
+            part-number / generic references ("General Processing -
+            BAKE-K464034") so only real bake operations move.
+          - de-rack / de-mask -> 'de_racking'.
+
+        Everything else returns None so the normal work-centre / kind /
+        fallback chain applies.
+        """
+        x = (name or '').strip().lower()
+        if not x:
+            return None
+        # bake / oven first — a "post de-rack" oven bake IS a bake
+        if 'oven' in x or 'bake' in x:
+            if any(w in x for w in (
+                    'processing', 'inspect', 'check', 'qc',
+                    'test', 'verif', 'review')):
+                return None
+            return 'baking'
+        # de-rack / de-mask
+        flat = x.replace('-', '').replace('_', '').replace(' ', '')
+        if 'derack' in flat or 'demask' in flat:
+            return 'de_racking'
+        return None
 
     last_activity_at = fields.Datetime(
         string='Last Activity',
@@ -217,6 +335,9 @@ class FpJobStep(models.Model):
         'state', 'sequence', 'parallel_start', 'requires_predecessor_done',
         'job_id.enforce_sequential',
         'job_id.step_ids.state', 'job_id.step_ids.sequence',
+        # Partial-flow: arriving parts clear the predecessor gate.
+        'incoming_move_ids.qty_moved',
+        'incoming_move_ids.from_step_id',
     )
     def _compute_blocker(self):
         for step in self:
@@ -652,6 +773,52 @@ class FpJobStep(models.Model):
         ).sorted('sequence')
         return candidates[:1] or self.env['fp.job.step']
 
+    def _fp_try_autofinish_on_drain(self):
+        """Best-effort auto-finish when a step has drained to zero parked
+        parts (2026-06-02 partial-order handling).
+
+        Called by the Move controller after a bulk move commits. When the
+        last parts leave an in_progress step it should close itself — one
+        fewer tap for the operator. But finishing runs the full gate chain
+        (required inputs, sign-off, contract review, receiving, and the
+        post-shop close gates on the last step). If any gate isn't
+        satisfied we must NOT fail the move that already succeeded — so we
+        swallow the UserError and leave the step in_progress for the
+        operator to finish manually (the board will show it "running, 0
+        here", which reads as "finish me").
+
+        Fires for any step that actually moved parts OUT and drained to
+        zero — INCLUDING the first/seeded stage (its qty comes from the
+        qty_at_step seed, not a real incoming move). Returns True if the
+        step finished.
+        """
+        self.ensure_one()
+        if self.state != 'in_progress':
+            return False
+        # qty_at_step is a non-stored compute off the move rows — force a
+        # re-read so we see the just-committed outgoing move.
+        self.invalidate_recordset(['qty_at_step'])
+        if self.qty_at_step != 0:
+            return False
+        # Guard: only auto-finish a step that genuinely moved parts OUT (a
+        # real outgoing move, excluding self-loop measurement moves). The
+        # earlier guard checked _fp_has_real_incoming() — the WRONG
+        # direction: the first/seeded stage (e.g. Racking) is fed by the
+        # qty_at_step seed, not an incoming move, so it never auto-finished
+        # when all its parts were sent forward. Checking for a real
+        # OUTGOING move covers the seeded first stage correctly.
+        if not self.move_ids.filtered(
+                lambda m: m.to_step_id != self and (m.qty_moved or 0) > 0):
+            return False
+        try:
+            self.button_finish()
+            return True
+        except UserError:
+            # Gates still pending (missing prompts / sign-off / etc.) —
+            # leave the step in_progress for a manual finish. The move
+            # itself stands.
+            return False
+
     def _fp_has_uncaptured_step_inputs(self):
         """True when the recipe step has REQUIRED step_input prompts
         whose values haven't been recorded yet.

fusion_plating/fusion_plating_jobs/models/fp_job_sticker.py

@@ -0,0 +1,104 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+"""Display helpers for the redesigned job stickers (Internal = Layout A,
+one per job; External = Layout B, one per box).
+
+Keeps the QWeb templates thin: all field resolution, the customer
+short-code (shop-floor "secrecy cover"), em-dash/smart-quote cleanup for
+the entech wkhtmltopdf font, and the length-tiered notes font size live
+here in Python.
+"""
+from odoo import models
+
+
+def _clean(text):
+    """Strip the glyphs entech's wkhtmltopdf font mojibakes."""
+    if not text:
+        return ''
+    t = str(text)
+    for a, b in ((u'—', '-'), (u'–', '-'), (u'‘', "'"),
+                 (u'’', "'"), (u'“', '"'), (u'”', '"'),
+                 (u'…', '...')):
+        t = t.replace(a, b)
+    return t.strip()
+
+
+class FpJob(models.Model):
+    _inherit = 'fp.job'
+
+    def _fp_sticker_shortcode(self, partner):
+        """ABC Manufacturing Inc -> 'ABC-MANU'. First 3 of word[0] + first 4
+        of word[1] (alnum-only), uppercase. Single word -> first 3."""
+        name = (partner.name or '') if partner else ''
+        words = [''.join(c for c in w if c.isalnum()) for w in name.split()]
+        words = [w for w in words if w]
+        if len(words) >= 2:
+            return (words[0][:3] + '-' + words[1][:4]).upper()
+        if words:
+            return words[0][:3].upper()
+        return name or '-'
+
+    def _fp_note_pt(self, text):
+        """Length-tiered notes font (pt) so long instructions stay on one
+        label. Mirrors the approved mockups."""
+        n = len(text or '')
+        if n <= 180:
+            return 11.0
+        if n <= 320:
+            return 10.0
+        if n <= 520:
+            return 9.0
+        return 8.5
+
+    def _fp_sticker_data(self):
+        """Resolved display values for the job sticker (both variants)."""
+        self.ensure_one()
+        job = self
+        line = job.sale_order_line_ids[:1] if 'sale_order_line_ids' in job._fields \
+            else job.env['sale.order.line']
+        part = (('part_catalog_id' in job._fields and job.part_catalog_id)
+                or (line and 'x_fc_part_catalog_id' in line._fields and line.x_fc_part_catalog_id)
+                or False)
+        so = job.sale_order_id
+
+        rev = ''
+        if part and getattr(part, 'revision', False):
+            rev = (part.revision or '').strip()
+            if rev.lower().startswith('rev '):
+                rev = rev[4:].strip()
+
+        due = job.date_deadline or (so and so.commitment_date) or False
+        due_s = due.strftime('%b %d %Y') if due else ''
+
+        thk = ''
+        if line and 'x_fc_thickness_range' in line._fields and line.x_fc_thickness_range:
+            thk = _clean(line.x_fc_thickness_range)
+
+        q = job.qty or 0
+        qty = int(q) if float(q).is_integer() else q
+
+        return {
+            'wo': job.name or '',
+            'part': ((part.part_number if part and getattr(part, 'part_number', False)
+                      else (part.name if part else '')) or ''),
+            'rev': rev,
+            'customer': self._fp_sticker_shortcode(job.partner_id),
+            'customer_full': job.partner_id.name or '',
+            'po': (so and getattr(so, 'x_fc_po_number', False)) or '',
+            'qty': qty,
+            'due': due_s,
+            'thk': thk,
+            'mask': bool(line and 'x_fc_masking_enabled' in line._fields and line.x_fc_masking_enabled),
+            'bake': _clean(line.x_fc_bake_instructions) if (line and 'x_fc_bake_instructions' in line._fields) else '',
+            'internal_notes': _clean(line.x_fc_internal_description) if (line and 'x_fc_internal_description' in line._fields) else '',
+            'customer_notes': _clean(line.name) if line else '',
+        }
+
+    def _fp_sticker_boxes(self):
+        """The job's tracked boxes (External sticker prints one label each).
+        Empty recordset when none yet — the template falls back to 1/1."""
+        self.ensure_one()
+        if self.sale_order_id and 'fp.box' in self.env:
+            return self.env['fp.box'].sudo().search(
+                [('sale_order_id', '=', self.sale_order_id.id)], order='box_number')
+        return self.env['fp.box'] if 'fp.box' in self.env else self.browse()

fusion_plating/fusion_plating_jobs/report/report_fp_job_sticker.xml

@@ -3,12 +3,17 @@
     Copyright 2026 Nexa Systems Inc.
     License OPL-1 (Odoo Proprietary License v1.0)
 
-    Native fp.job sticker — reuses the canonical box-sticker design from
-    fusion_plating_reports.report_fp_wo_sticker_inner. The visual layout
-    (logo + WO# stack on the left, big QR on the right, 7-row body table
-    underneath, all wrapped in a 2px border) is the one shop staff have
-    been printing since the mrp.production days; we just feed it from
-    fp.job fields here instead of mrp.production.
+    Redesigned job stickers (thermal label, 6x4 in / 152x102 mm):
+      * Internal Job Sticker  — Layout A (stacked, full-width notes),
+        ONE label per job. Shop copy: x_fc_internal_description notes,
+        job QR (/fp/job/<id>).
+      * External Job Sticker  — Layout B (left rail + tall notes),
+        ONE label per fp.box. Customer copy: factory logo, BOX n/N,
+        per-box QR (/fp/box/<id>), customer-facing description notes.
+
+    Dynamic: MASK badge when masking enabled, BAKE block when bake
+    instructions present, length-tiered notes font. Field resolution +
+    short-code + cleanup live in fp.job._fp_sticker_data() (Python).
 -->
 <odoo>
 
@@ -25,8 +30,12 @@
         <field name="header_line" eval="False"/>
         <field name="header_spacing">0</field>
         <field name="disable_shrinking" eval="True"/>
-        <!-- dpi=300 calibrated — see CLAUDE.md rule 14, 600 broke layout. -->
-        <field name="dpi">300</field>
+        <!-- dpi=96 (NOT 300): this label is laid out in mm (matches the
+             approved Chrome-rendered mockups). At dpi=300 wkhtmltopdf shrinks
+             mm content to ~96/300 of true size (CLAUDE.md rule 14). 96 maps
+             mm 1:1 so it fills the page; QR/logo stay crisp (embedded at their
+             own resolution, text is vector). Legacy px-based stickers keep 300. -->
+        <field name="dpi">96</field>
     </record>
 
     <record id="action_report_fp_job_sticker" model="ir.actions.report">
@@ -41,49 +50,6 @@
         <field name="paperformat_id" ref="paperformat_fp_job_sticker"/>
     </record>
 
-    <template id="report_fp_job_sticker_template">
-        <t t-call="web.html_container">
-            <t t-foreach="docs" t-as="job">
-                <!-- Defaults block initialises every var the inner
-                     reads (so `_so or ...` doesn't NameError). We
-                     then override the ones we have data for. -->
-                <t t-call="fusion_plating_reports.report_fp_wo_sticker_defaults"/>
-                <!-- Multi-line trigger: parent SO has 2+ part-bearing lines.
-                     Even though this job is for a single specific part (jobs
-                     are grouped by recipe+part+coating+thickness+SN), the
-                     consolidated PO sticker is the requested behaviour. -->
-                <t t-set="_so_part_lines" t-value="job.sale_order_id
-                    and job.sale_order_id.order_line.filtered(lambda l: l.x_fc_part_catalog_id)
-                    or job.env['sale.order.line']"/>
-                <t t-set="_multi_line" t-value="len(_so_part_lines) &gt;= 2"/>
-                <!-- Pre-resolve the variables the shared inner template
-                     expects, sourcing them from fp.job's native fields. -->
-                <t t-set="_order_id" t-value="job.name"/>
-                <t t-set="_scan_id" t-value="job.id"/>
-                <t t-set="_scan_path" t-value="'/fp/job/'"/>
-                <t t-set="_mo" t-value="False"/>
-                <t t-set="_so" t-value="job.sale_order_id"/>
-                <t t-set="_line" t-value="False if _multi_line else job.sale_order_line_ids[:1]"/>
-                <t t-set="_part" t-value="False if _multi_line else (('part_catalog_id' in job._fields and job.part_catalog_id) or False)"/>
-                <t t-set="_spec" t-value="False if _multi_line else (('customer_spec_id' in job._fields and job.customer_spec_id) or False)"/>
-                <t t-set="_process" t-value="False if _multi_line else (job.recipe_id or False)"/>
-                <t t-set="_due" t-value="(job.sale_order_id and job.sale_order_id.commitment_date) if _multi_line else (job.date_deadline or False)"/>
-                <t t-set="_qty" t-value="sum(_so_part_lines.mapped('product_uom_qty')) if _multi_line else job.qty"/>
-                <t t-set="_qty_total" t-value="1 if _multi_line else job.qty"/>
-                <t t-set="_partner_name" t-value="job.partner_id.name"/>
-                <!-- The fp.job's own name (WH/JOB/00033) is already
-                     printed in the header as "WO #...", so suppress
-                     the muted "(WH/MO/...)" suffix on the PO row. -->
-                <t t-set="_mo_ref" t-value="''"/>
-                <t t-call="fusion_plating_reports.report_fp_wo_sticker_inner"/>
-            </t>
-        </t>
-    </template>
-
-    <!-- Internal Job sticker — same fields as External, but the Notes
-         column reads x_fc_internal_description from the first linked
-         SO line (Sub 5 thickness+serial grouping means same-x_fc lines
-         share a job, so first-line is representative). -->
     <record id="action_report_fp_job_sticker_internal" model="ir.actions.report">
         <field name="name">Internal Job Sticker</field>
         <field name="model">fp.job</field>
@@ -96,36 +62,216 @@
         <field name="paperformat_id" ref="paperformat_fp_job_sticker"/>
     </record>
 
+    <!-- ============================ Shared CSS ============================ -->
+    <template id="fp_job_sticker_styles">
+        <style>
+            @page { size: 152mm 102mm; margin: 0; }
+            * { box-sizing: border-box; -webkit-print-color-adjust: exact; print-color-adjust: exact; }
+            html, body { margin: 0; padding: 0; font-family: Arial, Helvetica, sans-serif; color: #000; }
+            .label-page { width: 152mm; height: 102mm; position: relative; overflow: hidden; page-break-after: always; }
+            .label { position: absolute; top: 2mm; left: 2mm; right: 2mm; bottom: 2mm; border: 0.9mm solid #000; overflow: hidden; }
+            .fpt { border-collapse: collapse; width: 100%; }
+            .fpt td { vertical-align: middle; }
+            .lbl { font-size: 7.5pt; font-weight: bold; letter-spacing: 0.4pt; text-transform: uppercase; display: block; }
+            .band { background: #000; color: #fff; }
+            .pad { padding: 1mm 2.5mm; }
+            .vrule { border-right: 0.5mm solid #000; }
+            .rule { border-bottom: 0.6mm solid #000; }
+            .badge { display: inline-block; background: #000; color: #fff; font-size: 10pt; font-weight: 900; padding: 0.6mm 2.2mm; margin-left: 1.5mm; }
+            .tag { display: inline-block; background: transparent; color: #fff; border: 0.5mm solid #fff; font-size: 8pt; font-weight: bold; padding: 0.4mm 2mm; }
+            .inshead { font-size: 8.5pt; font-weight: 900; letter-spacing: 0.6pt; background: #000; color: #fff; display: inline-block; padding: 0.5mm 2.5mm; }
+            .instext { font-weight: bold; }
+            /* Layout B rail + main */
+            .rail { position: absolute; left: 0; top: 0; bottom: 0; width: 50mm; border-right: 0.9mm solid #000; overflow: hidden; }
+            .main { position: absolute; left: 50mm; right: 0; top: 0; bottom: 0; overflow: hidden; }
+            .r-logo { height: 11mm; line-height: 11mm; text-align: center; }
+            .r-logo img { max-height: 10mm; max-width: 45mm; vertical-align: middle; }
+            .r-wo { height: 14mm; background: #000; color: #fff; padding: 0; }
+            .wobtbl { border-collapse: collapse; width: 100%; height: 100%; }
+            .wobtbl td { padding: 1mm 2.2mm; vertical-align: middle; }
+            .bignum { font-size: 17pt; font-weight: 900; line-height: 1; display: block; color: #fff; }
+            .r-qrflags { height: 36mm; text-align: center; }
+            .qftbl { border-collapse: collapse; width: 100%; height: 100%; }
+            .qftbl td { vertical-align: middle; text-align: center; }
+            .qfqr { width: 66%; }
+            <!-- QR quiet-zone crop: the barcode bakes a ~12% white border
+                 around the pattern. Render the image oversized in an
+                 overflow:hidden wrapper, offset so the wrapper clips ~10% off
+                 each edge (under the quiet zone, so no modules are lost) — the
+                 black pattern then fills the box. White label cell around the
+                 wrapper still provides the scan margin. CLAUDE.md rule 14. -->
+            .qfwrap-qr { display: inline-block; position: relative; overflow: hidden; width: 31mm; height: 31mm; vertical-align: middle; }
+            .qfwrap-qr img { position: absolute; width: 39mm; height: 39mm; top: -3.9mm; left: -3.9mm; }
+            .qftags { width: 34%; border-left: 0.5mm solid #000; }
+            .qftags .badge { display: block; width: 15mm; margin: 1.4mm auto; font-size: 9.5pt; padding: 0.8mm 0; }
+            .qffull { line-height: 36mm; }
+            .qfwrap-full { display: inline-block; position: relative; overflow: hidden; width: 33mm; height: 33mm; vertical-align: middle; }
+            .qfwrap-full img { position: absolute; width: 41mm; height: 41mm; top: -4.1mm; left: -4.1mm; }
+            /* Internal (Layout A) header QR — same ~10% quiet-zone crop, bigger box. */
+            .qfwrap-int { display: inline-block; position: relative; overflow: hidden; width: 30mm; height: 30mm; vertical-align: middle; }
+            .qfwrap-int img { position: absolute; width: 37.5mm; height: 37.5mm; top: -3.75mm; left: -3.75mm; }
+            .r-fld { padding: 1mm 2.2mm; }
+            .gtbl { border-collapse: collapse; width: 100%; height: 100%; }
+            .gtbl td { padding: 1mm 2.2mm; vertical-align: middle; }
+            .m-bake { padding: 1.3mm 2.6mm 1.8mm; }
+            .m-notes { padding: 1.3mm 2.6mm 3.5mm; }
+        </style>
+    </template>
+
+    <!-- ===================== Internal body — Layout A ===================== -->
+    <template id="fp_job_internal_body">
+        <div class="label-page"><div class="label">
+            <table class="fpt">
+                <tr style="height:22mm" class="rule">
+                    <td class="band pad">
+                        <span style="float:right"><span class="tag">INTERNAL</span></span>
+                        <span class="lbl" style="color:#fff">Work Order</span>
+                        <div style="font-size:30pt;font-weight:900;line-height:0.95"><t t-esc="d['wo']"/></div>
+                    </td>
+                    <td style="width:34mm;border-left:0.9mm solid #000;text-align:center;vertical-align:middle;padding:1mm">
+                        <span class="qfwrap-int"><img t-att-src="_qr"/></span>
+                    </td>
+                </tr>
+                <tr style="height:12mm" class="rule">
+                    <td class="pad" colspan="2">
+                        <span class="lbl">Part#</span>
+                        <span style="font-size:18pt;font-weight:900"> <t t-esc="d['part'] or '-'"/></span>
+                        <t t-if="d['rev']"><span style="font-size:11pt;font-weight:bold"> Rev <t t-esc="d['rev']"/></span></t>
+                        <span style="float:right">
+                            <t t-if="d['mask']"><span class="badge">MASK</span></t>
+                            <t t-if="d['bake']"><span class="badge">BAKE</span></t>
+                        </span>
+                    </td>
+                </tr>
+                <tr style="height:10mm" class="rule">
+                    <td style="padding:0" colspan="2"><table class="fpt"><tr>
+                        <td class="pad vrule" style="width:25%"><span class="lbl">Customer</span><br/><span style="font-size:12pt;font-weight:900"><t t-esc="d['customer']"/></span></td>
+                        <td class="pad vrule" style="width:21%"><span class="lbl">PO#</span><br/><span style="font-size:11pt;font-weight:bold"><t t-esc="d['po'] or '-'"/></span></td>
+                        <td class="pad vrule" style="width:13%"><span class="lbl">Qty</span><br/><span style="font-size:12pt;font-weight:900"><t t-esc="d['qty']"/></span></td>
+                        <td class="pad vrule" style="width:22%"><span class="lbl">Due</span><br/><span style="font-size:10pt;font-weight:bold"><t t-esc="d['due'] or '-'"/></span></td>
+                        <td class="pad"><span class="lbl">Thk</span><br/><span style="font-size:9.5pt;font-weight:bold"><t t-esc="d['thk'] or '-'"/></span></td>
+                    </tr></table></td>
+                </tr>
+                <t t-if="d['bake']">
+                    <tr style="height:13mm" class="rule">
+                        <td class="pad" colspan="2" style="vertical-align:top;padding-top:1.5mm">
+                            <span class="inshead">BAKE</span>
+                            <span class="instext" style="font-size:10pt;line-height:1.18"> <t t-esc="d['bake']"/></span>
+                        </td>
+                    </tr>
+                </t>
+                <tr>
+                    <td class="pad" colspan="2" style="vertical-align:top;padding:1.5mm 2.5mm 3.5mm 2.5mm;overflow:hidden">
+                        <span class="inshead">NOTES</span>
+                        <div class="instext" t-att-style="'font-size:%spt;line-height:1.18;margin-top:1.5mm' % _note_pt"><t t-esc="_note or '-'"/></div>
+                    </td>
+                </tr>
+            </table>
+        </div></div>
+    </template>
+
+    <!-- ===================== External body — Layout B ===================== -->
+    <template id="fp_job_external_body">
+        <div class="label-page"><div class="label">
+            <div class="rail">
+                <div class="r-logo rule">
+                    <img t-if="_logo" t-att-src="image_data_uri(_logo)"/>
+                    <span t-if="not _logo" style="font-size:11pt;font-weight:900"><t t-esc="d['customer_full'][:18]"/></span>
+                </div>
+                <div class="r-wo">
+                    <table class="wobtbl"><tr>
+                        <td class="vrule" style="width:52%;border-right-color:#fff">
+                            <span class="lbl" style="color:#fff">Work Order</span>
+                            <span class="bignum"><t t-esc="d['wo'].split('-')[-1].split('/')[-1]"/></span>
+                        </td>
+                        <td>
+                            <span class="lbl" style="color:#fff">Box</span>
+                            <span class="bignum"><t t-esc="_box_num"/> / <t t-esc="_box_cnt"/></span>
+                        </td>
+                    </tr></table>
+                </div>
+                <div class="r-qrflags rule">
+                    <t t-if="d['mask'] or d['bake']">
+                        <table class="qftbl"><tr>
+                            <td class="qfqr"><span class="qfwrap-qr"><img t-att-src="_qr"/></span></td>
+                            <td class="qftags">
+                                <t t-if="d['mask']"><span class="badge">MASK</span></t>
+                                <t t-if="d['bake']"><span class="badge">BAKE</span></t>
+                            </td>
+                        </tr></table>
+                    </t>
+                    <t t-else="">
+                        <table class="qftbl"><tr><td><span class="qfwrap-full"><img t-att-src="_qr"/></span></td></tr></table>
+                    </t>
+                </div>
+                <div class="r-fld rule">
+                    <span class="lbl">Part#</span>
+                    <span style="font-size:11.5pt;font-weight:900"><t t-esc="d['part'] or '-'"/></span>
+                    <t t-if="d['rev']"><span style="font-size:8.5pt;font-weight:bold"> Rev <t t-esc="d['rev']"/></span></t>
+                </div>
+                <div class="r-fld rule"><span class="lbl">Customer</span><span style="font-size:11pt;font-weight:900"><t t-esc="d['customer']"/></span></div>
+                <div class="rule" style="height:8.5mm"><table class="gtbl"><tr>
+                    <td class="vrule" style="width:55%"><span class="lbl">PO#</span><span style="font-size:9.5pt;font-weight:bold;display:block"><t t-esc="d['po'] or '-'"/></span></td>
+                    <td><span class="lbl">Qty</span><span style="font-size:11pt;font-weight:900;display:block"><t t-esc="d['qty']"/></span></td>
+                </tr></table></div>
+                <div style="height:8.5mm"><table class="gtbl"><tr>
+                    <td class="vrule" style="width:55%"><span class="lbl">Due</span><span style="font-size:9pt;font-weight:bold;display:block"><t t-esc="d['due'] or '-'"/></span></td>
+                    <td><span class="lbl">Thk (mils)</span><span style="font-size:8.5pt;font-weight:bold;display:block"><t t-esc="d['thk'] or '-'"/></span></td>
+                </tr></table></div>
+            </div>
+            <div class="main">
+                <t t-if="d['bake']">
+                    <div class="m-bake rule"><span class="inshead">BAKE</span>
+                        <div class="instext" style="font-size:10pt;line-height:1.22;margin-top:1mm"><t t-esc="d['bake']"/></div>
+                    </div>
+                </t>
+                <div class="m-notes"><span class="inshead">NOTES</span>
+                    <div class="instext" t-att-style="'font-size:%spt;line-height:1.25;margin-top:1.3mm' % _note_pt"><t t-esc="_note or '-'"/></div>
+                </div>
+            </div>
+        </div></div>
+    </template>
+
+    <!-- ===================== Internal outer (per job) ===================== -->
     <template id="report_fp_job_sticker_internal_template">
         <t t-call="web.html_container">
+            <t t-call="fusion_plating_jobs.fp_job_sticker_styles"/>
             <t t-foreach="docs" t-as="job">
-                <t t-call="fusion_plating_reports.report_fp_wo_sticker_defaults"/>
-                <t t-set="_so_part_lines" t-value="job.sale_order_id
-                    and job.sale_order_id.order_line.filtered(lambda l: l.x_fc_part_catalog_id)
-                    or job.env['sale.order.line']"/>
-                <t t-set="_multi_line" t-value="len(_so_part_lines) &gt;= 2"/>
-                <t t-set="_order_id" t-value="job.name"/>
-                <t t-set="_scan_id" t-value="job.id"/>
-                <t t-set="_scan_path" t-value="'/fp/job/'"/>
-                <t t-set="_mo" t-value="False"/>
-                <t t-set="_so" t-value="job.sale_order_id"/>
-                <t t-set="_line" t-value="False if _multi_line else job.sale_order_line_ids[:1]"/>
-                <t t-set="_part" t-value="False if _multi_line else (('part_catalog_id' in job._fields and job.part_catalog_id) or False)"/>
-                <t t-set="_spec" t-value="False if _multi_line else (('customer_spec_id' in job._fields and job.customer_spec_id) or False)"/>
-                <t t-set="_process" t-value="False if _multi_line else (job.recipe_id or False)"/>
-                <t t-set="_due" t-value="(job.sale_order_id and job.sale_order_id.commitment_date) if _multi_line else (job.date_deadline or False)"/>
-                <t t-set="_qty" t-value="sum(_so_part_lines.mapped('product_uom_qty')) if _multi_line else job.qty"/>
-                <t t-set="_qty_total" t-value="1 if _multi_line else job.qty"/>
-                <t t-set="_partner_name" t-value="job.partner_id.name"/>
-                <t t-set="_mo_ref" t-value="''"/>
-                <!-- Internal override: read x_fc_internal_description from
-                     the first linked SO line. Multi-line PO blanks it
-                     since each line has its own description. -->
-                <t t-set="_notes_content" t-value="'-' if _multi_line else
-                                                    ((job.sale_order_line_ids[:1]
-                                                      and 'x_fc_internal_description' in job.sale_order_line_ids[:1]._fields
-                                                      and job.sale_order_line_ids[:1].x_fc_internal_description) or '-')"/>
-                <t t-call="fusion_plating_reports.report_fp_wo_sticker_inner"/>
+                <t t-set="d" t-value="job._fp_sticker_data()"/>
+                <t t-set="_note" t-value="d['internal_notes']"/>
+                <t t-set="_note_pt" t-value="job._fp_note_pt(_note)"/>
+                <t t-set="_base" t-value="job.env['ir.config_parameter'].sudo().get_param('web.base.url', '')"/>
+                <t t-set="_qr" t-value="job.env['ir.actions.report'].sudo().barcode_data_uri('QR', _base + '/fp/job/' + str(job.id), width=1000, height=1000)"/>
+                <t t-call="fusion_plating_jobs.fp_job_internal_body"/>
+            </t>
+        </t>
+    </template>
+
+    <!-- ===================== External outer (per box) ===================== -->
+    <template id="report_fp_job_sticker_template">
+        <t t-call="web.html_container">
+            <t t-call="fusion_plating_jobs.fp_job_sticker_styles"/>
+            <t t-foreach="docs" t-as="job">
+                <t t-set="d" t-value="job._fp_sticker_data()"/>
+                <t t-set="_note" t-value="d['customer_notes']"/>
+                <t t-set="_note_pt" t-value="job._fp_note_pt(_note)"/>
+                <t t-set="_logo" t-value="job.env.company.logo or job.env.company.logo_web or job.env.company.partner_id.image_1920 or False"/>
+                <t t-set="_base" t-value="job.env['ir.config_parameter'].sudo().get_param('web.base.url', '')"/>
+                <t t-set="boxes" t-value="job._fp_sticker_boxes()"/>
+                <t t-if="boxes">
+                    <t t-foreach="boxes" t-as="box">
+                        <t t-set="_box_num" t-value="box.box_number"/>
+                        <t t-set="_box_cnt" t-value="box.box_count or len(boxes)"/>
+                        <t t-set="_qr" t-value="job.env['ir.actions.report'].sudo().barcode_data_uri('QR', _base + '/fp/box/' + str(box.id), width=1000, height=1000)"/>
+                        <t t-call="fusion_plating_jobs.fp_job_external_body"/>
+                    </t>
+                </t>
+                <t t-else="">
+                    <t t-set="_box_num" t-value="1"/>
+                    <t t-set="_box_cnt" t-value="1"/>
+                    <t t-set="_qr" t-value="job.env['ir.actions.report'].sudo().barcode_data_uri('QR', _base + '/fp/job/' + str(job.id), width=1000, height=1000)"/>
+                    <t t-call="fusion_plating_jobs.fp_job_external_body"/>
+                </t>
             </t>
         </t>
     </template>

fusion_plating/fusion_plating_jobs/views/fp_job_form_inherit.xml

@@ -302,6 +302,17 @@
             <xpath expr="//group[@name='x_fc_notes']" position="attributes">
                 <attribute name="invisible">1</attribute>
             </xpath>
+            <xpath expr="//page[@name='costs']" position="before">
+                <page string="Masking Refs" name="masking_refs"
+                      invisible="not x_fc_masking_attachment_ids">
+                    <div class="text-muted mb-2">
+                        Masking reference image(s)/PDF(s) attached at order entry (Express).
+                        The operator sees these on the masking step in the workstation.
+                    </div>
+                    <field name="x_fc_masking_attachment_ids" widget="many2many_binary"
+                           readonly="1" nolabel="1"/>
+                </page>
+            </xpath>
             <xpath expr="//page[@name='costs']" position="before">
                 <page string="Notes" name="notes">
                     <group>

fusion_plating/fusion_plating_jobs/views/res_users_views.xml

@@ -0,0 +1,39 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!--
+        Add a plating-signature pad to the user preferences dialog.
+        Anchors on the existing HTML 'signature' field (email signature)
+        and adds our binary image-signature right after it. The
+        widget="signature" gives finger / mouse drawing + image upload.
+    -->
+    <record id="view_users_preferences_form_fp_signature" model="ir.ui.view">
+        <field name="name">res.users.preferences.form.fp.signature</field>
+        <field name="model">res.users</field>
+        <field name="inherit_id" ref="base.view_users_form_simple_modif"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='signature']" position="after">
+                <field name="x_fc_signature_image"
+                       widget="signature"
+                       string="Plating Signature"
+                       options="{'full_name': 'name'}"/>
+            </xpath>
+        </field>
+    </record>
+
+    <!-- Same field on the full user form (Settings > Users) so admins
+         can review or seed signatures for operators who aren't tech-
+         savvy enough to do it themselves. -->
+    <record id="view_users_form_fp_signature" model="ir.ui.view">
+        <field name="name">res.users.form.fp.signature</field>
+        <field name="model">res.users</field>
+        <field name="inherit_id" ref="base.view_users_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='signature']" position="after">
+                <field name="x_fc_signature_image"
+                       widget="signature"
+                       string="Plating Signature"
+                       options="{'full_name': 'name'}"/>
+            </xpath>
+        </field>
+    </record>
+</odoo>

fusion_plating/fusion_plating_receiving/__init__.py

@@ -5,3 +5,4 @@
 
 from . import models
 from . import wizards
+from . import controllers

fusion_plating/fusion_plating_receiving/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating — Receiving & Inspection',
-    'version': '19.0.3.28.3',
+    'version': '19.0.3.29.1',
     'category': 'Manufacturing/Plating',
     'summary': 'Parts receiving, inspection, damage logging, and manufacturing gate.',
     'description': """
@@ -44,6 +44,7 @@ Provides:
         'views/fp_racking_inspection_views.xml',
         'views/sale_order_views.xml',
         'views/fp_receiving_menu.xml',
+        'views/fp_box_views.xml',
         'views/fusion_shipment_inherit_views.xml',
         'wizards/fp_label_manual_wizard_views.xml',
         'wizards/fp_label_generate_wizard_views.xml',

fusion_plating/fusion_plating_receiving/controllers/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+from . import fp_box_controller

fusion_plating/fusion_plating_receiving/controllers/fp_box_controller.py

@@ -0,0 +1,18 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+"""Box scan endpoint. The per-box QR on the External Job Sticker encodes
+``/fp/box/<id>``; scanning it (logged-in operator on the tablet) lands on
+the box's backend form where they can advance its status."""
+from odoo import http
+from odoo.http import request
+
+
+class FpBoxScan(http.Controller):
+
+    @http.route(['/fp/box/<int:box_id>'], type='http', auth='user', website=False)
+    def fp_box_scan(self, box_id, **kw):
+        box = request.env['fp.box'].sudo().browse(box_id).exists()
+        if not box:
+            return request.not_found()
+        # Land on the box form in the web client (operator advances status there).
+        return request.redirect('/web#id=%s&model=fp.box&view_type=form' % box.id)

fusion_plating/fusion_plating_receiving/migrations/19.0.3.29.1/post-migrate.py

@@ -0,0 +1,19 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# Backfill fp.box records for receivings that were counted BEFORE box-level
+# tracking shipped. Idempotent: skips any receiving that already has boxes.
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+def migrate(cr, version):
+    from odoo import api, SUPERUSER_ID
+    env = api.Environment(cr, SUPERUSER_ID, {})
+    recs = env['fp.receiving'].search([('box_count_in', '>', 0)])
+    done = 0
+    for rec in recs:
+        if not rec.box_ids:
+            rec._fp_sync_boxes()
+            done += 1
+    _logger.info('fp.box backfill: created boxes for %s receiving(s)', done)

fusion_plating/fusion_plating_receiving/models/__init__.py

@@ -6,6 +6,7 @@
 from . import fp_receiving_damage
 from . import fp_receiving_line
 from . import fp_outbound_package
+from . import fp_box
 from . import fp_receiving
 from . import fp_racking_inspection
 from . import sale_order

fusion_plating/fusion_plating_receiving/models/fp_box.py

@@ -0,0 +1,111 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+"""Per-box registry for box-level tracking.
+
+One `fp.box` per physical box received against a `fp.receiving`. Auto-created
+when the receiver enters `box_count_in` and marks the receiving Counted
+(see `fp.receiving._fp_sync_boxes`). Each box carries a sequence number
+(n of N), a status that advances through the shop, and a scannable identity
+(`/fp/box/<id>`) printed on the External Job Sticker — one label per box.
+
+Box-level tracking (not box CONTENTS): we track WHICH box and WHERE it is,
+not the per-box part breakdown. The same boxes go back to the customer
+(Sub 8), so reconciliation flags any box that never reaches `shipped`.
+"""
+from odoo import api, fields, models, _
+
+STATE_ORDER = ['received', 'racked', 'in_process', 'packed', 'shipped']
+
+
+class FpBox(models.Model):
+    _name = 'fp.box'
+    _description = 'Fusion Plating — Tracked Box'
+    _inherit = ['mail.thread']
+    _order = 'receiving_id, box_number'
+
+    name = fields.Char(string='Box', compute='_compute_name', store=True)
+    box_number = fields.Integer(string='Box #', required=True, default=1, tracking=True)
+    box_count = fields.Integer(string='Of', tracking=True,
+                               help='Total boxes in this receiving (N in "n of N").')
+
+    receiving_id = fields.Many2one('fp.receiving', string='Receiving', required=True,
+                                   ondelete='cascade', index=True)
+    sale_order_id = fields.Many2one('sale.order', string='Sale Order',
+                                    related='receiving_id.sale_order_id', store=True, index=True)
+    partner_id = fields.Many2one('res.partner', string='Customer',
+                                 related='receiving_id.partner_id', store=True)
+    job_id = fields.Many2one('fp.job', string='Work Order', index=True,
+                             help='Resolved job for this box (single-job SO). '
+                                  'The sticker resolves boxes via the SO when blank.')
+    company_id = fields.Many2one('res.company', string='Company',
+                                 default=lambda self: self.env.company, index=True)
+
+    state = fields.Selection([
+        ('received', 'Received'),
+        ('racked', 'Racked'),
+        ('in_process', 'In Process'),
+        ('packed', 'Packed'),
+        ('shipped', 'Shipped'),
+        ('lost', 'Lost'),
+        ('cancelled', 'Cancelled'),
+    ], string='Status', default='received', required=True, tracking=True, index=True)
+
+    location_note = fields.Char(string='Location / Note', tracking=True,
+                                help='Free text — where is this box now (rack, bay, shelf).')
+    scan_url = fields.Char(string='Scan URL', compute='_compute_scan_url')
+
+    _box_uniq = models.Constraint(
+        'UNIQUE(receiving_id, box_number)',
+        'Box number must be unique within a receiving.')
+
+    # ------------------------------------------------------------------ computes
+    @api.depends('box_number', 'box_count', 'receiving_id.name', 'sale_order_id.name')
+    def _compute_name(self):
+        for rec in self:
+            base = rec.receiving_id.name or (rec.sale_order_id.name if rec.sale_order_id else '') or 'BOX'
+            rec.name = '%s · Box %d/%d' % (base, rec.box_number or 1, rec.box_count or 1)
+
+    def _compute_scan_url(self):
+        base = self.env['ir.config_parameter'].sudo().get_param('web.base.url', '')
+        for rec in self:
+            rec.scan_url = ('%s/fp/box/%s' % (base, rec.id)) if rec.id else ''
+
+    # ------------------------------------------------------------------ workflow
+    def _set_state(self, new_state):
+        for rec in self:
+            old = dict(rec._fields['state'].selection).get(rec.state, rec.state)
+            new = dict(rec._fields['state'].selection).get(new_state, new_state)
+            rec.state = new_state
+            rec.message_post(body=_(
+                'Box %(n)s/%(N)s: %(old)s → %(new)s by %(u)s'
+            ) % {'n': rec.box_number, 'N': rec.box_count,
+                 'old': old, 'new': new, 'u': self.env.user.name})
+
+    def action_set_racked(self):
+        self._set_state('racked')
+
+    def action_set_in_process(self):
+        self._set_state('in_process')
+
+    def action_set_packed(self):
+        self._set_state('packed')
+
+    def action_set_shipped(self):
+        self._set_state('shipped')
+
+    def action_set_lost(self):
+        self._set_state('lost')
+
+    def action_reset_received(self):
+        self._set_state('received')
+
+    def action_open_record(self):
+        """Used by the /fp/box/<id> scan endpoint to land on the box form."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': 'fp.box',
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'current',
+        }

fusion_plating/fusion_plating_receiving/models/fp_receiving.py

@@ -86,6 +86,14 @@ class FpReceiving(models.Model):
              'dropped off. Receiving is box count only — parts are '
              'inspected by the racking crew when boxes are opened.',
     )
+    box_ids = fields.One2many(
+        'fp.box', 'receiving_id', string='Tracked Boxes',
+        help='One record per physical box (box-level tracking). Auto-created '
+             'when the receiving is marked Counted.',
+    )
+    box_count_tracked = fields.Integer(
+        string='Boxes Tracked', compute='_compute_box_count_tracked',
+    )
     expected_qty = fields.Integer(string='Expected Qty', help='Total quantity expected from the sale order.')
     received_qty = fields.Integer(string='Received Qty', help='Total quantity actually received.')
     qty_match = fields.Boolean(
@@ -1182,6 +1190,56 @@ class FpReceiving(models.Model):
     # -------------------------------------------------------------------------
     # Sub 8 — box-count-only actions (new primary flow)
     # -------------------------------------------------------------------------
+    @api.depends('box_ids')
+    def _compute_box_count_tracked(self):
+        for rec in self:
+            rec.box_count_tracked = len(rec.box_ids)
+
+    def _fp_sync_boxes(self):
+        """Create/sync one fp.box per received box (idempotent).
+
+        Grows the box set when box_count_in increases; removes only the
+        trailing boxes that are still 'received' when it shrinks (never
+        touches a box that has already advanced through the shop).
+        Resolves job_id from the SO's first job when one exists.
+        """
+        Box = self.env['fp.box']
+        for rec in self:
+            n = int(rec.box_count_in or 0)
+            existing = rec.box_ids.sorted('box_number')
+            if existing:
+                existing.write({'box_count': n})
+            job = False
+            if rec.sale_order_id and 'fp.job' in self.env:
+                job = self.env['fp.job'].sudo().search(
+                    [('sale_order_id', '=', rec.sale_order_id.id)], limit=1)
+            cur = len(existing)
+            if n > cur:
+                Box.create([{
+                    'receiving_id': rec.id,
+                    'box_number': i,
+                    'box_count': n,
+                    'job_id': job.id if job else False,
+                } for i in range(cur + 1, n + 1)])
+            elif n < cur:
+                drop = existing.filtered(
+                    lambda b: b.box_number > n and b.state == 'received')
+                drop.unlink()
+            if job:
+                rec.box_ids.filtered(lambda b: not b.job_id).write({'job_id': job.id})
+
+    def action_view_boxes(self):
+        self.ensure_one()
+        return {
+            'name': _('Boxes'),
+            'type': 'ir.actions.act_window',
+            'res_model': 'fp.box',
+            'view_mode': 'list,form',
+            'domain': [('receiving_id', '=', self.id)],
+            'context': {'default_receiving_id': self.id,
+                        'default_box_count': self.box_count_in or 1},
+        }
+
     def action_mark_counted(self):
         """Receiver has counted the boxes on the dock. Move to Counted."""
         for rec in self:
@@ -1197,6 +1255,7 @@ class FpReceiving(models.Model):
             rec.message_post(body=_(
                 '%(user)s counted %(n)d box(es) at receiving.'
             ) % {'user': self.env.user.name, 'n': rec.box_count_in})
+            rec._fp_sync_boxes()
 
     def action_mark_staged(self):
         """Deprecated 2026-05-20 — `staged` state was dead ceremony

fusion_plating/fusion_plating_receiving/security/ir.model.access.csv

@@ -14,6 +14,9 @@ access_fp_racking_inspection_manager,fp.racking.inspection.manager,model_fp_rack
 access_fp_racking_inspection_line_operator,fp.racking.inspection.line.operator,model_fp_racking_inspection_line,fusion_plating.group_fp_technician,1,1,1,1
 access_fp_racking_inspection_line_supervisor,fp.racking.inspection.line.supervisor,model_fp_racking_inspection_line,fusion_plating.group_fp_shop_manager_v2,1,1,1,1
 access_fp_racking_inspection_line_manager,fp.racking.inspection.line.manager,model_fp_racking_inspection_line,fusion_plating.group_fp_manager,1,1,1,1
+access_fp_label_manual_wizard_operator,fp.label.manual.wizard.operator,model_fp_label_manual_wizard,fusion_plating.group_fp_technician,1,1,1,1
+access_fp_label_generate_wizard_operator,fp.label.generate.wizard.operator,model_fp_label_generate_wizard,fusion_plating.group_fp_technician,1,1,1,1
+access_fp_outbound_package_operator,fp.outbound.package.operator,model_fp_outbound_package,fusion_plating.group_fp_technician,1,1,1,1
 access_fp_label_manual_wizard_receiver,fp.label.manual.wizard.receiver,model_fp_label_manual_wizard,fusion_plating.group_fp_shop_manager_v2,1,1,1,1
 access_fp_label_manual_wizard_supervisor,fp.label.manual.wizard.supervisor,model_fp_label_manual_wizard,fusion_plating.group_fp_shop_manager_v2,1,1,1,1
 access_fp_label_manual_wizard_manager,fp.label.manual.wizard.manager,model_fp_label_manual_wizard,fusion_plating.group_fp_manager,1,1,1,1
@@ -23,3 +26,6 @@ access_fp_label_generate_wizard_manager,fp.label.generate.wizard.manager,model_f
 access_fp_outbound_package_receiver,fp.outbound.package.receiver,model_fp_outbound_package,fusion_plating.group_fp_shop_manager_v2,1,1,1,1
 access_fp_outbound_package_supervisor,fp.outbound.package.supervisor,model_fp_outbound_package,fusion_plating.group_fp_shop_manager_v2,1,1,1,1
 access_fp_outbound_package_manager,fp.outbound.package.manager,model_fp_outbound_package,fusion_plating.group_fp_manager,1,1,1,1
+access_fp_box_operator,fp.box.operator,model_fp_box,fusion_plating.group_fp_technician,1,1,1,0
+access_fp_box_supervisor,fp.box.supervisor,model_fp_box,fusion_plating.group_fp_shop_manager_v2,1,1,1,0
+access_fp_box_manager,fp.box.manager,model_fp_box,fusion_plating.group_fp_manager,1,1,1,1

fusion_plating/fusion_plating_receiving/views/fp_box_views.xml

@@ -0,0 +1,145 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Box-level tracking — fp.box list / form / search / kanban + menu.
+-->
+<odoo>
+
+    <!-- ===== List ===== -->
+    <record id="fp_box_view_list" model="ir.ui.view">
+        <field name="name">fp.box.list</field>
+        <field name="model">fp.box</field>
+        <field name="arch" type="xml">
+            <list string="Boxes" decoration-muted="state in ('shipped','cancelled')" decoration-danger="state == 'lost'">
+                <field name="box_number"/>
+                <field name="box_count"/>
+                <field name="name"/>
+                <field name="sale_order_id"/>
+                <field name="partner_id"/>
+                <field name="job_id"/>
+                <field name="location_note"/>
+                <field name="state" widget="badge"
+                       decoration-info="state == 'received'"
+                       decoration-warning="state in ('racked','in_process','packed')"
+                       decoration-success="state == 'shipped'"
+                       decoration-danger="state == 'lost'"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ===== Form ===== -->
+    <record id="fp_box_view_form" model="ir.ui.view">
+        <field name="name">fp.box.form</field>
+        <field name="model">fp.box</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <button name="action_set_racked" type="object" string="Mark Racked"
+                            class="btn-primary" invisible="state != 'received'"/>
+                    <button name="action_set_in_process" type="object" string="Mark In Process"
+                            class="btn-primary" invisible="state != 'racked'"/>
+                    <button name="action_set_packed" type="object" string="Mark Packed"
+                            class="btn-primary" invisible="state != 'in_process'"/>
+                    <button name="action_set_shipped" type="object" string="Mark Shipped"
+                            class="btn-primary" invisible="state != 'packed'"/>
+                    <button name="action_set_lost" type="object" string="Flag Lost"
+                            invisible="state in ('shipped','lost','cancelled')"/>
+                    <button name="action_reset_received" type="object" string="Reset to Received"
+                            groups="fusion_plating.group_fp_shop_manager_v2"
+                            invisible="state == 'received'"/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="received,racked,in_process,packed,shipped"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field name="name" readonly="1"/></h1>
+                    </div>
+                    <group>
+                        <group>
+                            <label for="box_number" string="Box"/>
+                            <div>
+                                <field name="box_number" class="oe_inline"/> /
+                                <field name="box_count" class="oe_inline"/>
+                            </div>
+                            <field name="receiving_id"/>
+                            <field name="sale_order_id"/>
+                            <field name="job_id"/>
+                        </group>
+                        <group>
+                            <field name="partner_id"/>
+                            <field name="location_note"/>
+                            <field name="scan_url" widget="url" readonly="1"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                    </group>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <!-- ===== Search ===== -->
+    <record id="fp_box_view_search" model="ir.ui.view">
+        <field name="name">fp.box.search</field>
+        <field name="model">fp.box</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="name"/>
+                <field name="sale_order_id"/>
+                <field name="partner_id"/>
+                <field name="job_id"/>
+                <field name="receiving_id"/>
+                <filter name="open" string="Open (not shipped)" domain="[('state','not in',('shipped','cancelled'))]"/>
+                <filter name="received" string="Received" domain="[('state','=','received')]"/>
+                <filter name="in_process" string="In Process" domain="[('state','in',('racked','in_process','packed'))]"/>
+                <filter name="shipped" string="Shipped" domain="[('state','=','shipped')]"/>
+                <filter name="lost" string="Lost" domain="[('state','=','lost')]"/>
+                <group>
+                    <filter name="g_state" string="Status" context="{'group_by':'state'}"/>
+                    <filter name="g_customer" string="Customer" context="{'group_by':'partner_id'}"/>
+                    <filter name="g_receiving" string="Receiving" context="{'group_by':'receiving_id'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <!-- ===== Kanban (by status) ===== -->
+    <record id="fp_box_view_kanban" model="ir.ui.view">
+        <field name="name">fp.box.kanban</field>
+        <field name="model">fp.box</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="state" class="o_kanban_small_column">
+                <field name="state"/>
+                <templates>
+                    <t t-name="card">
+                        <div class="oe_kanban_content">
+                            <strong><field name="name"/></strong>
+                            <div><field name="partner_id"/></div>
+                            <div t-if="record.location_note.raw_value">
+                                <span class="text-muted">@ </span><field name="location_note"/>
+                            </div>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <!-- ===== Action ===== -->
+    <record id="action_fp_box" model="ir.actions.act_window">
+        <field name="name">Boxes</field>
+        <field name="res_model">fp.box</field>
+        <field name="view_mode">list,kanban,form</field>
+        <field name="search_view_id" ref="fp_box_view_search"/>
+        <field name="context">{'search_default_open': 1}</field>
+    </record>
+
+    <!-- ===== Menu ===== -->
+    <menuitem id="menu_fp_box"
+              name="Boxes"
+              parent="menu_fp_receiving_root"
+              action="action_fp_box"
+              sequence="35"/>
+
+</odoo>

fusion_plating/fusion_plating_receiving/views/fp_receiving_menu.xml

@@ -25,11 +25,15 @@
     <!-- Renamed from "Receiving & Inspection" so the same dock workflow -->
     <!-- — parts coming in AND parts going out — lives in one place.    -->
     <!-- Logistics module reparents its 5 menu items under this root.   -->
+    <!-- 2026-06-02: opened to Technician (was Shop Manager+) so technicians
+         can browse + edit receiving in the backend, not just the tablet card.
+         All higher roles imply Technician, so they keep access; sales-only
+         roles (no Technician) stay excluded. Children inherit this gate. -->
     <menuitem id="menu_fp_receiving_root"
               name="Shipping &amp; Receiving"
               parent="fusion_plating.menu_fp_root"
               sequence="15"
-              groups="fusion_plating.group_fp_shop_manager_v2"/>
+              groups="fusion_plating.group_fp_technician"/>
 
     <!-- Inbound (sequences 10–30) -->
     <menuitem id="menu_fp_receiving_all"

fusion_plating/fusion_plating_receiving/views/fp_receiving_views.xml

@@ -125,6 +125,15 @@
                             </div>
                             <field name="x_fc_has_label_zpl" invisible="1"/>
                         </button>
+                        <button name="action_view_boxes"
+                                type="object"
+                                class="oe_stat_button"
+                                icon="fa-cubes"
+                                invisible="box_count_tracked == 0">
+                            <field name="box_count_tracked"
+                                   widget="statinfo"
+                                   string="Boxes"/>
+                        </button>
                     </div>
                     <div class="alert alert-info" role="alert">
                         <i class="fa fa-info-circle me-2"/>

fusion_plating/fusion_plating_reports/report/report_fp_wo_sticker.xml

@@ -274,7 +274,14 @@
         <!-- Per-box loop: renders one sticker page per physical box in
              the line/job qty. When _qty_total is missing/0/1, falls
              back to a single render (no "X / N" indicator). -->
-        <t t-foreach="range(int(_qty_total or 1))" t-as="_box_idx0">
+        <!-- Hard safety cap (defense in depth): never render more than 100
+             label pages in one pass, regardless of what _qty_total resolves
+             to. A sticker is a per-box identification label; rendering
+             thousands (each with an inlined logo + QR data-URI) OOMs the
+             worker. WO-30072 (qty 2000 parts) crashed the PDF engine here. -->
+        <t t-set="_label_count_raw" t-value="int(_qty_total or 1)"/>
+        <t t-set="_label_count" t-value="100 if _label_count_raw &gt; 100 else (1 if _label_count_raw &lt; 1 else _label_count_raw)"/>
+        <t t-foreach="range(_label_count)" t-as="_box_idx0">
             <t t-set="_box_idx" t-value="_box_idx0 + 1"/>
         <div class="fp-sticker">
             <!-- 3-cell header: Logo | WO# | QR -->
@@ -517,7 +524,13 @@
                         <t t-set="_spec" t-value="line.x_fc_customer_spec_id"/>
                         <t t-set="_due" t-value="line.x_fc_part_deadline or so.commitment_date or False"/>
                         <t t-set="_qty" t-value="line.product_uom_qty"/>
-                        <t t-set="_qty_total" t-value="line.product_uom_qty"/>
+                        <!-- One label per physical BOX (box_count_in on the
+                             SO's receiving), NOT per part. Was
+                             line.product_uom_qty, which rendered one label per
+                             part and OOM'd on large qty (WO-30072 = 2000).
+                             Falls back to 1 when no box count is recorded. -->
+                        <t t-set="_box_count" t-value="int(sum(so.env['fp.receiving'].sudo().search([('sale_order_id', '=', so.id)]).mapped('box_count_in')) or 0) if 'fp.receiving' in so.env else 0"/>
+                        <t t-set="_qty_total" t-value="_box_count if _box_count &gt; 0 else 1"/>
                         <t t-set="_partner_name" t-value="so.partner_id.name"/>
                         <t t-set="_mo_ref" t-value="''"/>
                         <t t-call="fusion_plating_reports.report_fp_wo_sticker_inner"/>
@@ -572,7 +585,13 @@
                         <t t-set="_spec" t-value="line.x_fc_customer_spec_id"/>
                         <t t-set="_due" t-value="line.x_fc_part_deadline or so.commitment_date or False"/>
                         <t t-set="_qty" t-value="line.product_uom_qty"/>
-                        <t t-set="_qty_total" t-value="line.product_uom_qty"/>
+                        <!-- One label per physical BOX (box_count_in on the
+                             SO's receiving), NOT per part. Was
+                             line.product_uom_qty, which rendered one label per
+                             part and OOM'd on large qty (WO-30072 = 2000).
+                             Falls back to 1 when no box count is recorded. -->
+                        <t t-set="_box_count" t-value="int(sum(so.env['fp.receiving'].sudo().search([('sale_order_id', '=', so.id)]).mapped('box_count_in')) or 0) if 'fp.receiving' in so.env else 0"/>
+                        <t t-set="_qty_total" t-value="_box_count if _box_count &gt; 0 else 1"/>
                         <t t-set="_partner_name" t-value="so.partner_id.name"/>
                         <t t-set="_mo_ref" t-value="''"/>
                         <!-- Internal override: read x_fc_internal_description -->

fusion_plating/fusion_plating_shopfloor/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating — Shop Floor',
-    'version': '19.0.36.1.1',
+    'version': '19.0.37.1.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Shop-floor tablet stations, QR scanning, bake window enforcer.',
     'description': """
@@ -109,6 +109,11 @@ Copyright (c) 2026 Nexa Systems Inc. All rights reserved.
             'fusion_plating_shopfloor/static/src/js/tablet_lock.js',
             'fusion_plating_shopfloor/static/src/xml/components/pin_setup.xml',
             'fusion_plating_shopfloor/static/src/js/components/pin_setup.js',
+            # ---- Racking panel (multi-rack split, Phase 1 — 2026-06-03) ----
+            # Loaded before job_workspace.js (which imports RackingPanel).
+            'fusion_plating_shopfloor/static/src/scss/components/_racking_panel.scss',
+            'fusion_plating_shopfloor/static/src/xml/components/racking_panel.xml',
+            'fusion_plating_shopfloor/static/src/js/components/racking_panel.js',
             # ---- Job Workspace (Phase 1 — tablet redesign) ----
             'fusion_plating_shopfloor/static/src/scss/job_workspace.scss',
             'fusion_plating_shopfloor/static/src/xml/job_workspace.xml',

fusion_plating/fusion_plating_shopfloor/controllers/__init__.py

@@ -10,3 +10,4 @@ from . import workspace_controller
 from . import landing_controller
 from . import tablet_controller
 from . import plant_kanban
+from . import racking_controller

fusion_plating/fusion_plating_shopfloor/controllers/move_controller.py

@@ -124,8 +124,18 @@ class FpTabletMoveController(http.Controller):
             hasattr(to_step, '_fp_should_block_predecessors')
             and to_step._fp_should_block_predecessors()
         ):
+            # Partial-flow (2026-06-02): only an unfinished step STRICTLY
+            # BETWEEN from_step and to_step blocks the move (you'd be skipping
+            # an incomplete intermediate stage). The from_step itself is
+            # in-progress BY DEFINITION when advancing partial parts out of
+            # it — counting it (or any earlier step) as an "unfinished
+            # predecessor" blocked every partial advance to a not-yet-started
+            # next step. Steps before from_step are irrelevant: the parts
+            # being moved are physically at from_step, ready for the next
+            # stage. Backward moves (rework: from > to) yield an empty range
+            # and are never predecessor-blocked.
             unfinished = to_step.job_id.step_ids.filtered(
-                lambda s: s.sequence < to_step.sequence
+                lambda s: from_step.sequence < s.sequence < to_step.sequence
                 and s.state not in ('done', 'skipped', 'cancelled')
             )
             if unfinished:
@@ -147,7 +157,12 @@ class FpTabletMoveController(http.Controller):
         Step = request.env['fp.job.step']
         from_step = Step.browse(from_step_id)
         to_step = Step.browse(to_step_id)
-        qty = (from_step.qty_done or 0) - (from_step.qty_scrapped or 0)
+        # Available-to-move = parts currently parked here (qty_at_step —
+        # the exact number the operator sees on the card). The old
+        # qty_done − qty_scrapped read referenced step fields that don't
+        # exist on fp.job.step (always 0), which is why the move path was
+        # effectively unusable. See partial-order-handling design.
+        qty = from_step.qty_at_step or 0
         return {
             'ok': True,
             'qty_available': qty,
@@ -186,7 +201,7 @@ class FpTabletMoveController(http.Controller):
         if hard:
             raise UserError(hard[0]['message'])
 
-        qty_avail = (from_step.qty_done or 0) - (from_step.qty_scrapped or 0)
+        qty_avail = from_step.qty_at_step or 0
         move = Move.create({
             'job_id': from_step.job_id.id,
             'from_step_id': from_step.id,
@@ -214,6 +229,28 @@ class FpTabletMoveController(http.Controller):
         to_step.qty_at_step_start = (to_step.qty_at_step_start or 0) + qty
         from_step.qty_at_step_finish = (from_step.qty_at_step_finish or 0) + qty
 
+        # Partial-flow "light up" (2026-06-02 partial-order handling).
+        # A normal forward transfer that parks parts at the destination
+        # makes that stage actionable — flip pending -> ready so the
+        # receiving operator immediately sees a "Ready" card in their
+        # column with zero action by anyone. Never downgrade a step that
+        # is already past pending. Hold/scrap/rework/return route parts
+        # elsewhere and must NOT auto-ready a recipe step, so gate on
+        # transfer_type == 'step'.
+        if transfer_type == 'step' and to_step.state == 'pending':
+            to_step.state = 'ready'
+            # No auto-START — that begins the labour timer, which stays an
+            # explicit operator tap (keeps cost accurate; avoids the S16
+            # phantom-timer problem).
+
+        # Auto-finish the source when THIS forward move drained it to zero
+        # parked parts — one fewer tap. Best-effort: swallows finish-gate
+        # failures so the move always stands. Restricted to 'step' moves:
+        # a step drained by a HOLD still has unresolved held parts and
+        # must not auto-finish.
+        if transfer_type == 'step':
+            from_step._fp_try_autofinish_on_drain()
+
         # Manager-bypass audit trail
         ctx = request.env.context
         bypass_flags = [
@@ -279,7 +316,7 @@ class FpTabletMoveController(http.Controller):
             'batches': [
                 {
                     'step_id': s.id,
-                    'qty': (s.qty_done or 0) - (s.qty_scrapped or 0),
+                    'qty': s.qty_at_step or 0,
                     'part_number': (s.job_id.product_id.default_code or ''),
                     'wo_number': s.job_id.name or '',
                 }
@@ -343,7 +380,7 @@ class FpTabletMoveController(http.Controller):
 
         moves = []
         for batch in Step.search([('rack_id', '=', rack.id)]):
-            qty = (batch.qty_done or 0) - (batch.qty_scrapped or 0)
+            qty = batch.qty_at_step or 0
             move = Move.create({
                 'job_id': batch.job_id.id,
                 'from_step_id': batch.id,
@@ -353,9 +390,19 @@ class FpTabletMoveController(http.Controller):
                 'rack_id': rack.id,
                 'to_tank_id': to_tank_id or False,
             })
-            batch.qty_at_step_finish = qty
+            batch.qty_at_step_finish = (batch.qty_at_step_finish or 0) + qty
             to_step.qty_at_step_start = (to_step.qty_at_step_start or 0) + qty
             moves.append(move.id)
+            # Partial-flow "light up" — auto-finish the drained source
+            # batch (best-effort; see _fp_try_autofinish_on_drain).
+            if transfer_type == 'step':
+                batch._fp_try_autofinish_on_drain()
+
+        # Auto-ready the destination once parts have arrived (pending ->
+        # ready) so the receiving operator sees an actionable card. No
+        # auto-start (labour timer stays an explicit tap).
+        if transfer_type == 'step' and to_step.state == 'pending':
+            to_step.state = 'ready'
 
         rack.racking_state = 'in_use'
         return {'move_ids': moves, 'count': len(moves)}