fix(fusion_portal): readable gradient for Start-a-Visit tile (live westin 19.0.2.10.1)

Inline tile gradient (no !important) was overridden by the theme .card rule,
rendering near-white with invisible white text. Dedicated .portal-visit-card
class (blue->indigo, distinct from the green New Assessment tile).

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

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,
@@ -1847,9 +1866,9 @@ A 50-part job can have parts at several stages at once (10 Masking, 20 Plating,
 
 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.
+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.
+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.
 
@@ -1861,6 +1880,12 @@ A 50-part job can have parts at several stages at once (10 Masking, 20 Plating,
 
 Operators reported invisible (dark-on-dark) text in the workspace + "Cannot Finish Step" dialog under Odoo dark mode. Root causes + the rules:
 
-1. **`var(--text-secondary, #333)` is a MADE-UP variable — it does not exist in Odoo, so it ALWAYS falls back to the hardcoded dark hex → invisible on dark backgrounds.** It was used 33× across `job_workspace.scss` + 5 component stylesheets. The real, dark-aware secondary-text variable is **`var(--bs-secondary-color)`** (CLAUDE.md rule 9 lists it). Never use `--text-secondary` / `--text-primary` / `--card-bg` etc. — those aren't Odoo vars.
+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/fusion_plating_jobs/models/fp_job_step.py

@@ -157,33 +157,71 @@ class FpJobStep(models.Model):
     @api.depends(
         'work_centre_id.area_kind',
         'recipe_node_id.kind_id.area_kind',
+        'recipe_node_id.kind_id.code',
+        'sequence',
+        'job_id.step_ids.sequence',
+        '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:
+        Priority chain (non-gating steps):
           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)
 
-        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 now 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 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)."""
+        self.ensure_one()
+        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()
 
     last_activity_at = fields.Datetime(
         string='Last Activity',
@@ -698,19 +736,29 @@ class FpJobStep(models.Model):
         operator to finish manually (the board will show it "running, 0
         here", which reads as "finish me").
 
-        Only fires for steps that had REAL incoming parts — never an
-        untouched first-step seed. Returns True if the step finished.
+        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
-        if not self._fp_has_real_incoming():
-            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

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:

fusion_plating/fusion_plating_shopfloor/static/src/scss/job_workspace.scss

@@ -806,20 +806,25 @@ $_ws-text-hex:   #1d1d1f;
     gap: 1rem;
 }
 
+// NOTE: Odoo's backend CSS does NOT define --bs-body-color /
+// --bs-secondary-color / --bs-*-bg as custom properties (verified: 0
+// definitions in the compiled bundle — they're SCSS literals + two
+// bundles + [data-bs-theme]). So var(--bs-body-color, #hex) ALWAYS
+// resolves to the dark #hex fallback, in light AND dark mode. The fix
+// for dialog text is to INHERIT the modal's theme-correct colour (the
+// dialog title and the "Count the Parts" list items do exactly this and
+// are readable in both modes). Tinted boxes use translucent rgba() so
+// they work over whatever the live theme background is.
 .o_fp_finish_block_step {
     font-size: 1.1rem;
-    color: var(--bs-body-color);
-    // Amber wash over the live theme bg — pale in light mode, dark-amber
-    // in dark mode (the -bg-subtle/-text-emphasis BS vars aren't defined
-    // in Odoo's bootstrap, so color-mix is the dark-aware path).
-    background-color: color-mix(in srgb, #f59e0b 14%, var(--bs-body-bg));
+    background-color: rgba(245, 158, 11, 0.16);
     padding: 0.7rem 1rem;
     border-radius: 6px;
     border-left: 4px solid #f59e0b;
 }
 
 .o_fp_finish_block_msg {
-    color: var(--bs-secondary-color, #333);
+    font-weight: 500;
 }
 
 .o_fp_finish_block_list {
@@ -834,9 +839,9 @@ $_ws-text-hex:   #1d1d1f;
 }
 
 .o_fp_finish_block_action_note {
-    color: var(--bs-secondary-color, #555);
+    // Inherit text colour; translucent neutral box works in both themes.
     font-style: italic;
     padding: 0.6rem 0.8rem;
-    background: var(--bs-tertiary-bg, #f3f4f6);
+    background: rgba(128, 128, 128, 0.12);
     border-radius: 4px;
 }

fusion_portal/__manifest__.py

@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 {
     'name': 'Fusion Authorizer & Sales Portal',
-    'version': '19.0.2.8.0',
+    'version': '19.0.2.10.1',
     'category': 'Sales/Portal',
     'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms',
     'description': """
@@ -64,12 +64,14 @@ This module provides external portal access for:
         'data/portal_menu_data.xml',
         'data/ir_actions_server_data.xml',
         'data/welcome_articles.xml',
+        'data/visit_data.xml',
         # Views
         'views/res_partner_views.xml',
         'views/sale_order_views.xml',
         'views/assessment_views.xml',
         'views/loaner_checkout_views.xml',
         'views/pdf_template_views.xml',
+        'views/visit_views.xml',
         # Portal Templates
         'views/portal_templates.xml',
         'views/portal_assessment_express.xml',
@@ -79,6 +81,7 @@ This module provides external portal access for:
         'views/portal_technician_templates.xml',
         'views/portal_book_assessment.xml',
         'views/portal_page11_sign_templates.xml',
+        'views/portal_visit.xml',
     ],
     'assets': {
         'web.assets_backend': [

fusion_portal/controllers/portal_assessment.py

@@ -458,6 +458,7 @@ class AssessmentPortal(CustomerPortal):
             'current_page': 1,
             'total_pages': 2,
             'assessment': None,
+            'visit_id': kw.get('visit_id', ''),
             'google_maps_api_key': google_maps_api_key,
         }
         
@@ -516,6 +517,7 @@ class AssessmentPortal(CustomerPortal):
             'partner': partner,
             'user': user,
             'assessment': assessment,
+            'visit_id': kw.get('visit_id') or (assessment.visit_id.id if assessment.visit_id else ''),
             'authorizers': authorizers,
             'authorizers_json': authorizers_json,
             'clients': clients,
@@ -630,6 +632,30 @@ class AssessmentPortal(CustomerPortal):
                 except Exception as e:
                     _logger.error(f"Error saving Page 11 signature: {e}")
 
+            # ===== Visit-linked: defer SO creation to visit completion =====
+            # Started from a visit workspace: do NOT complete into a standalone
+            # sale order. Leave it as a draft linked to the visit so
+            # visit.action_complete_visit() groups the visit's ADP devices
+            # (combination-checked) into ONE ADP order. The Page 11 signature is
+            # already saved above; pre-generate its PDF so it is ready.
+            if assessment.visit_id and action == 'submit':
+                if assessment.signature_page_11 and assessment.consent_declaration_accepted:
+                    try:
+                        pdf_bytes = assessment.generate_template_pdf('Page 11')
+                        if pdf_bytes:
+                            import base64 as b64
+                            assessment.write({
+                                'signed_page_11_pdf': b64.b64encode(pdf_bytes),
+                                'signed_page_11_pdf_filename': f'ADP_Page11_{assessment.reference}.pdf',
+                            })
+                    except Exception as pdf_e:
+                        _logger.warning(f"Visit-linked Page 11 PDF generation failed (non-blocking): {pdf_e}")
+                _logger.info(
+                    f"Express assessment {assessment.reference} saved to visit "
+                    f"{assessment.visit_id.name} (completion deferred to visit)"
+                )
+                return request.redirect(f'/my/visit/{assessment.visit_id.id}')
+
             # Handle navigation
             if action == 'submit':
                 # If already completed, we just saved consent/signature above -- redirect with success
@@ -803,6 +829,13 @@ class AssessmentPortal(CustomerPortal):
     def _build_express_assessment_vals(self, kw):
         """Build values dict from express form POST data"""
         vals = {}
+
+        # Visit linkage (assessment started from a visit workspace)
+        if kw.get('visit_id'):
+            try:
+                vals['visit_id'] = int(kw.get('visit_id'))
+            except (ValueError, TypeError):
+                pass
         
         # Equipment type
         if kw.get('equipment_type'):
@@ -815,7 +848,15 @@ class AssessmentPortal(CustomerPortal):
             vals['wheelchair_type'] = kw.get('wheelchair_type')
         if kw.get('powerchair_type'):
             vals['powerchair_type'] = kw.get('powerchair_type')
-        
+        if kw.get('scooter_type'):
+            vals['scooter_type'] = kw.get('scooter_type')
+        if kw.get('scooter_max_range'):
+            vals['scooter_max_range'] = float(kw.get('scooter_max_range') or 0)
+        if kw.get('x_fc_power_home_accessible'):
+            vals['x_fc_power_home_accessible'] = kw.get('x_fc_power_home_accessible')
+        if kw.get('x_fc_power_home_access_notes'):
+            vals['x_fc_power_home_access_notes'] = kw.get('x_fc_power_home_access_notes')
+
         # Float measurements
         float_fields = [
             'rollator_handle_height', 'rollator_seat_height',

fusion_portal/controllers/portal_main.py

@@ -2479,6 +2479,56 @@ class AuthorizerPortal(CustomerPortal):
         template = template_map.get(assessment_type, 'fusion_portal.portal_accessibility_selector')
         return request.render(template, values)
     
+    # ==========================================================================
+    # ASSESSMENT VISIT WORKSPACE (Phase 1b/3)
+    # ==========================================================================
+    @http.route('/my/visit/new', type='http', auth='user', website=True)
+    def visit_new(self, **kw):
+        """Start a new assessment visit and open its workspace."""
+        partner = request.env.user.partner_id
+        if not partner.is_sales_rep_portal and not partner.is_authorizer:
+            return request.redirect('/my')
+        visit = request.env['fusion.assessment.visit'].sudo().create({
+            'sales_rep_id': request.env.user.id,
+        })
+        return request.redirect('/my/visit/%s' % visit.id)
+
+    @http.route('/my/visit/<int:visit_id>', type='http', auth='user', website=True)
+    def visit_workspace(self, visit_id, **kw):
+        visit = request.env['fusion.assessment.visit'].sudo().browse(visit_id)
+        if not visit.exists():
+            return request.redirect('/my')
+        return request.render('fusion_portal.portal_visit_workspace', {
+            'visit': visit,
+            'page_name': 'visit',
+            'error': kw.get('error'),
+        })
+
+    @http.route('/my/visit/<int:visit_id>/save', type='http', auth='user', methods=['POST'], website=True, csrf=True)
+    def visit_save_client(self, visit_id, **post):
+        visit = request.env['fusion.assessment.visit'].sudo().browse(visit_id)
+        if visit.exists():
+            visit.write({
+                'client_name': (post.get('client_name') or '').strip(),
+                'client_phone': (post.get('client_phone') or '').strip(),
+                'client_email': (post.get('client_email') or '').strip(),
+                'client_address': (post.get('client_address') or '').strip(),
+                'x_fc_income_under_mod_threshold': post.get('x_fc_income_under_mod_threshold') or 'unknown',
+            })
+        return request.redirect('/my/visit/%s' % visit_id)
+
+    @http.route('/my/visit/<int:visit_id>/complete', type='http', auth='user', methods=['POST'], website=True, csrf=True)
+    def visit_complete(self, visit_id, **post):
+        visit = request.env['fusion.assessment.visit'].sudo().browse(visit_id)
+        if not visit.exists():
+            return request.redirect('/my')
+        try:
+            visit.action_complete_visit()
+        except Exception as e:
+            _logger.warning("Visit %s completion failed: %s", visit_id, e)
+            return request.redirect('/my/visit/%s?error=%s' % (visit_id, str(e)))
+        return request.redirect('/my/visit/%s' % visit_id)
+
     @http.route('/my/accessibility/save', type='json', auth='user', methods=['POST'], csrf=True)
     def accessibility_assessment_save(self, **post):
         """Save an accessibility assessment and optionally create a Sale Order"""
@@ -2547,6 +2597,13 @@ class AuthorizerPortal(CustomerPortal):
             if partner.is_authorizer:
                 vals['authorizer_id'] = partner.id
             
+            # Link to a visit if this form was launched from the workspace.
+            if post.get('visit_id'):
+                try:
+                    vals['visit_id'] = int(post.get('visit_id'))
+                except (TypeError, ValueError):
+                    pass
+
             # Create the assessment
             assessment = Assessment.create(vals)
             _logger.info(f"Created accessibility assessment {assessment.reference} by {request.env.user.name}")
@@ -2572,8 +2629,12 @@ class AuthorizerPortal(CustomerPortal):
             if video_data:
                 self._attach_accessibility_video(assessment, video_data, video_filename)
             
-            # Complete the assessment and create Sale Order if requested
+            # Complete the assessment and create Sale Order if requested.
+            # When launched from a visit, always save as a draft linked to the
+            # visit — the VISIT completion creates the grouped sale order(s).
             create_sale_order = post.get('create_sale_order', True)
+            if vals.get('visit_id'):
+                create_sale_order = False
             if create_sale_order:
                 sale_order = assessment.action_complete()
                 return {
@@ -2586,12 +2647,13 @@ class AuthorizerPortal(CustomerPortal):
                     'redirect_url': f'/my/sales/case/{sale_order.id}',
                 }
             else:
+                redirect_url = ('/my/visit/%s' % vals['visit_id']) if vals.get('visit_id') else '/my/accessibility/list'
                 return {
                     'success': True,
                     'assessment_id': assessment.id,
                     'assessment_ref': assessment.reference,
-                    'message': f'Assessment {assessment.reference} saved as draft.',
-                    'redirect_url': '/my/accessibility/list',
+                    'message': f'Assessment {assessment.reference} saved.',
+                    'redirect_url': redirect_url,
                 }
             
         except Exception as e:

fusion_portal/data/visit_data.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- Reference sequence for assessment visits (VISIT/2026/0001) -->
+        <record id="seq_fusion_assessment_visit" model="ir.sequence">
+            <field name="name">Assessment Visit</field>
+            <field name="code">fusion.assessment.visit</field>
+            <field name="prefix">VISIT/%(year)s/</field>
+            <field name="padding">4</field>
+            <field name="company_id" eval="False"/>
+        </record>
+    </data>
+</odoo>

fusion_portal/models/__init__.py

@@ -7,5 +7,6 @@ from . import adp_document
 from . import assessment
 from . import accessibility_assessment
 from . import sale_order
+from . import visit
 from . import loaner_checkout
 from . import pdf_template

fusion_portal/models/accessibility_assessment.py

@@ -157,7 +157,14 @@ class FusionAccessibilityAssessment(models.Model):
         readonly=True,
         copy=False,
     )
-    
+    visit_id = fields.Many2one(
+        'fusion.assessment.visit',
+        string='Assessment Visit',
+        ondelete='set null',
+        index=True,
+        help='The home visit this accessibility assessment belongs to.',
+    )
+
     # Dates
     assessment_date = fields.Date(
         string='Assessment Date',

fusion_portal/models/assessment.py

@@ -45,6 +45,7 @@ class FusionAssessment(models.Model):
         ('rollator', 'Rollator'),
         ('wheelchair', 'Wheelchair'),
         ('powerchair', 'Powerchair'),
+        ('scooter', 'Mobility Scooter'),
     ], string='Equipment Type', tracking=True, index=True)
     
     # Rollator Types
@@ -69,6 +70,31 @@ class FusionAssessment(models.Model):
         ('type_2', 'Adult Power Base Type 2'),
         ('type_3', 'Adult Power Base Type 3'),
     ], string='Powerchair Type')
+
+    # ===== MOBILITY SCOOTER (ADP) — 2026-06 Phase 2 =====
+    scooter_type = fields.Selection([
+        ('travel_3', '3-Wheel Travel/Portable'),
+        ('travel_4', '4-Wheel Travel/Portable'),
+        ('standard_3', '3-Wheel Standard'),
+        ('standard_4', '4-Wheel Standard'),
+        ('heavy_duty', 'Heavy-Duty / Bariatric'),
+    ], string='Scooter Type')
+    scooter_max_range = fields.Float(
+        string='Maximum Range Needed (km)', digits=(10, 1),
+        help='Maximum distance the client needs the scooter to travel on a charge.',
+    )
+
+    # ===== POWER-MOBILITY HOME ACCESSIBILITY (ADP hard rule) =====
+    # Applies to scooter + power wheelchair: ADP funds power mobility only if the
+    # device can enter and be used at the residence independently, without lifting.
+    x_fc_power_home_accessible = fields.Selection([
+        ('yes', 'Yes — usable inside and outside independently'),
+        ('no', 'No — home needs accessibility work'),
+    ], string='Home accessible for power-mobility device?',
+        help='ADP will not fund a scooter / power wheelchair if the home cannot '
+             'take it (device left outside or in the garage). If No, the home '
+             'needs an accessibility product (ramp / porch lift).')
+    x_fc_power_home_access_notes = fields.Text(string='Home Access Notes')
     
     # ===== EXPRESS FORM: ROLLATOR MEASUREMENTS =====
     rollator_handle_height = fields.Float(string='Handle Height (inches)', digits=(10, 2))
@@ -425,7 +451,15 @@ class FusionAssessment(models.Model):
         readonly=True,
         copy=False,
     )
-    
+    visit_id = fields.Many2one(
+        'fusion.assessment.visit',
+        string='Assessment Visit',
+        ondelete='set null',
+        index=True,
+        help='The home visit this ADP assessment belongs to (groups multiple '
+             'assessments / funding workflows from one visit).',
+    )
+
     # ===== COMPUTED FIELDS =====
     document_count = fields.Integer(
         string='Document Count',
@@ -1452,20 +1486,18 @@ class FusionAssessment(models.Model):
             })
 
     def _send_completion_notifications(self):
-        """Send email notifications when assessment is completed"""
+        """Notify the CLIENT that the assessment is complete.
+
+        The authorizer, sales rep and office are already emailed (with the full
+        assessment report) by ``_send_assessment_completed_email`` inside
+        ``_create_draft_sale_order``. This method used to ALSO send the
+        authorizer a second, template-only email — that duplicate is removed;
+        here we only notify the client.
+        """
         self.ensure_one()
-        
-        # Send to authorizer
-        if self.authorizer_id and self.authorizer_id.email:
-            try:
-                template = self.env.ref('fusion_portal.mail_template_assessment_complete_authorizer', raise_if_not_found=False)
-                if template:
-                    template.send_mail(self.id, force_send=True)
-                    _logger.info(f"Sent assessment completion email to authorizer {self.authorizer_id.email}")
-            except Exception as e:
-                _logger.error(f"Failed to send authorizer notification: {e}")
-        
-        # Send to client
+
+        # Send to client (authorizer/rep/office already emailed by
+        # _send_assessment_completed_email in _create_draft_sale_order)
         if self.client_email:
             try:
                 template = self.env.ref('fusion_portal.mail_template_assessment_complete_client', raise_if_not_found=False)

fusion_portal/models/sale_order.py

@@ -53,6 +53,17 @@ class SaleOrder(models.Model):
              'sale order — stair lift, VPL, ceiling lift, ramp, bathroom mod, '
              'or tub cutout visits.',
     )
+
+    # Link to the assessment visit (one visit -> one SO per funding workflow).
+    visit_id = fields.Many2one(
+        'fusion.assessment.visit',
+        string='Assessment Visit',
+        readonly=True,
+        index=True,
+        help='The home visit this sale order was generated from. A visit '
+             'produces one sale order per funding workflow (ADP / MOD / ODSP / '
+             'private / ...).',
+    )
     
     # Authorizer helper field (consolidates multiple possible fields)
     portal_authorizer_id = fields.Many2one(

fusion_portal/models/visit.py

@@ -0,0 +1,299 @@
+# -*- coding: utf-8 -*-
+"""Assessment Visit — bundles the assessments done during one home visit.
+
+A sales rep + occupational therapist visit a client for 30-45 min and may do
+several assessments (an ADP wheelchair plus accessibility products like a stair
+lift, ramp, or tub cutout). The Visit is the hub that holds the client/context
+ONCE and, on completion, groups its assessments by FUNDING WORKFLOW
+(x_fc_sale_type) and creates ONE draft sale order per workflow — never one
+combined SO, and never a separate SO per item within the same funding.
+
+See docs/superpowers/specs/2026-06-02-assessment-visit-funding-design.md.
+"""
+import logging
+from markupsafe import Markup
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+# Accessibility funding source -> sale.order x_fc_sale_type. Mirrors
+# fusion.accessibility.assessment._create_draft_sale_order so a grouped Visit
+# routes exactly the way a single accessibility assessment would.
+ACCESSIBILITY_SALE_TYPE_MAP = {
+    'march_of_dimes': 'march_of_dimes',
+    'odsp': 'odsp',
+    'wsib': 'wsib',
+    'hardship': 'hardship',
+    'insurance': 'insurance',
+    'direct_private': 'direct_private',
+    'other': 'other',
+}
+
+
+class FusionAssessmentVisit(models.Model):
+    _name = 'fusion.assessment.visit'
+    _description = 'Assessment Visit'
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+    _order = 'visit_date desc, id desc'
+
+    name = fields.Char(
+        string='Visit Reference', required=True, readonly=True,
+        copy=False, default=lambda self: _('New'),
+    )
+    state = fields.Selection(
+        selection=[
+            ('measuring', 'Measuring'),
+            ('client_pending', 'Client Details Pending'),
+            ('done', 'Completed'),
+            ('cancelled', 'Cancelled'),
+        ],
+        default='measuring', tracking=True, copy=False,
+    )
+
+    # --- Shared client + context (entered once for the whole visit) ---------
+    partner_id = fields.Many2one('res.partner', string='Client', tracking=True)
+    client_name = fields.Char(string='Client Name', tracking=True)
+    client_phone = fields.Char(string='Phone')
+    client_email = fields.Char(string='Email')
+    client_address = fields.Char(string='Address')
+    visit_date = fields.Date(
+        string='Visit Date', default=fields.Date.context_today, tracking=True,
+    )
+    sales_rep_id = fields.Many2one(
+        'res.users', string='Sales Rep',
+        default=lambda self: self.env.user, tracking=True,
+    )
+    authorizer_id = fields.Many2one(
+        'res.partner', string='Occupational Therapist', tracking=True,
+    )
+
+    # --- March of Dimes funding context (informational; spec §4.1) ----------
+    # MOD covers up to $15,000 per person (lifetime), income-gated.
+    x_fc_income_under_mod_threshold = fields.Selection(
+        selection=[
+            ('yes', 'Yes — under threshold (full $15k available)'),
+            ('no', 'No — over threshold (may be denied / partial)'),
+            ('unknown', 'Unknown'),
+        ],
+        string='Income under MOD threshold?', default='unknown',
+        help='March of Dimes funds up to $15,000 per person (lifetime) when the '
+             "client's income is under that year's threshold; over it, MOD may "
+             'deny or partially approve. Reminder only — no automatic cap '
+             'enforcement in this version.',
+    )
+
+    # --- Assessments performed during this visit ----------------------------
+    adp_assessment_ids = fields.One2many(
+        'fusion.assessment', 'visit_id', string='ADP Assessments',
+    )
+    accessibility_assessment_ids = fields.One2many(
+        'fusion.accessibility.assessment', 'visit_id',
+        string='Accessibility Assessments',
+    )
+
+    # --- Sale orders produced — one per funding workflow --------------------
+    sale_order_ids = fields.One2many(
+        'sale.order', 'visit_id', string='Sale Orders',
+    )
+
+    assessment_count = fields.Integer(compute='_compute_counts')
+    sale_order_count = fields.Integer(compute='_compute_counts')
+    has_mod_items = fields.Boolean(compute='_compute_has_mod_items')
+
+    @api.depends('adp_assessment_ids', 'accessibility_assessment_ids', 'sale_order_ids')
+    def _compute_counts(self):
+        for visit in self:
+            visit.assessment_count = (
+                len(visit.adp_assessment_ids)
+                + len(visit.accessibility_assessment_ids)
+            )
+            visit.sale_order_count = len(visit.sale_order_ids)
+
+    @api.depends('accessibility_assessment_ids.x_fc_funding_source')
+    def _compute_has_mod_items(self):
+        for visit in self:
+            visit.has_mod_items = any(
+                a.x_fc_funding_source == 'march_of_dimes'
+                for a in visit.accessibility_assessment_ids
+            )
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if not vals.get('name') or vals['name'] == _('New'):
+                seq = self.env['ir.sequence'].next_by_code('fusion.assessment.visit')
+                vals['name'] = seq or _('New')
+        return super().create(vals_list)
+
+    # ------------------------------------------------------------------
+    # Completion — group assessments by funding workflow → one SO each
+    # ------------------------------------------------------------------
+    def _ensure_partner(self):
+        """Resolve the client partner for the visit, reusing an assessment's
+        partner/_ensure_partner when one is already set."""
+        self.ensure_one()
+        if self.partner_id:
+            return self.partner_id
+        # Borrow a child assessment's partner resolution if available.
+        for assessment in self.accessibility_assessment_ids:
+            if assessment.partner_id:
+                return assessment.partner_id
+            if hasattr(assessment, '_ensure_partner'):
+                return assessment._ensure_partner()
+        for assessment in self.adp_assessment_ids:
+            if assessment.partner_id:
+                return assessment.partner_id
+        if self.client_name:
+            return self.env['res.partner'].sudo().create({
+                'name': self.client_name,
+                'phone': self.client_phone or False,
+                'email': self.client_email or False,
+            })
+        raise UserError(_('Set a client (or client name) on the visit first.'))
+
+    def _create_grouped_sale_order(self, partner, sale_type, accessibility_assessments):
+        """Create ONE draft sale order for a set of same-funding accessibility
+        assessments, link them all to it, and post each one's spec to chatter.
+        Mirrors fusion.accessibility.assessment._create_draft_sale_order but for
+        a group sharing one funding workflow."""
+        self.ensure_one()
+        SaleOrder = self.env['sale.order'].sudo()
+
+        so_vals = {
+            'partner_id': partner.id,
+            'user_id': self.sales_rep_id.id if self.sales_rep_id else self.env.user.id,
+            'state': 'draft',
+            'origin': _('Visit %s (%s)') % (self.name, sale_type),
+            'x_fc_sale_type': sale_type,
+            'visit_id': self.id,
+        }
+        if self.authorizer_id:
+            so_vals['x_fc_authorizer_id'] = self.authorizer_id.id
+        # MOD: pre-fill the accessibility specialist from the sales rep.
+        if sale_type == 'march_of_dimes' and self.sales_rep_id and self.sales_rep_id.partner_id:
+            so_vals['x_fc_mod_accessibility_specialist_id'] = self.sales_rep_id.partner_id.id
+
+        sale_order = SaleOrder.create(so_vals)
+        for assessment in accessibility_assessments:
+            assessment.sale_order_id = sale_order.id
+            assessment._add_assessment_tag(sale_order)
+            sale_order.message_post(
+                body=Markup(assessment._format_assessment_html_table()),
+                message_type='comment',
+                subtype_xmlid='mail.mt_note',
+            )
+            assessment.write({'state': 'completed'})
+        # One completion notification per SO (not per assessment) — mirrors the
+        # standalone accessibility completion's office email.
+        if accessibility_assessments:
+            try:
+                accessibility_assessments[0]._send_completion_email(sale_order)
+            except Exception as e:
+                _logger.warning(
+                    "Visit %s: completion email failed for %s: %s",
+                    self.name, sale_order.name, e,
+                )
+        _logger.info(
+            "Visit %s created %s sale order %s grouping %d accessibility assessment(s)",
+            self.name, sale_type, sale_order.name, len(accessibility_assessments),
+        )
+        return sale_order
+
+    def _validate_adp_combination(self, adp_assessments):
+        """Enforce ADP device-combination rules: at most one seated-mobility
+        device (manual wheelchair / power wheelchair / scooter), optionally one
+        walker/rollator, no duplicates."""
+        seated_types = {'wheelchair', 'powerchair', 'scooter'}
+        seated = [a for a in adp_assessments if a.equipment_type in seated_types]
+        walkers = [a for a in adp_assessments if a.equipment_type == 'rollator']
+        labels = dict(self.env['fusion.assessment']._fields['equipment_type'].selection)
+        if len(seated) > 1:
+            raise UserError(_(
+                'An ADP order can include only one seated-mobility device '
+                '(manual wheelchair, power wheelchair, or scooter). This visit has: %s.'
+            ) % ', '.join(labels.get(a.equipment_type, a.equipment_type) for a in seated))
+        if len(walkers) > 1:
+            raise UserError(_('An ADP order can include only one walker / rollator.'))
+
+    def _assessment_sale_type(self, adp_assessment):
+        """Funding workflow key for an ADP equipment assessment, mirroring
+        fusion.assessment._create_draft_sale_order: ADP+ODSP when the client
+        type is an ODSP stream, plain ADP otherwise. ADP devices that share a
+        key are grouped onto one sale order."""
+        if adp_assessment.client_type in ('ods', 'acs', 'owp'):
+            return 'adp_odsp'
+        return 'adp'
+
+    def action_complete_visit(self):
+        """Group the visit's accessibility assessments by funding workflow and
+        create one draft SO per workflow. ADP equipment assessments keep their
+        existing one-assessment-one-SO completion for now (ADP multi-device
+        grouping arrives in Phase 2)."""
+        self.ensure_one()
+        if self.state == 'done':
+            raise UserError(_('This visit is already completed.'))
+        if not (self.accessibility_assessment_ids or self.adp_assessment_ids):
+            raise UserError(_('Add at least one assessment before completing the visit.'))
+
+        partner = self._ensure_partner()
+
+        # Group accessibility assessments by their funding -> sale type.
+        by_sale_type = {}
+        for assessment in self.accessibility_assessment_ids:
+            if assessment.sale_order_id:
+                continue  # already has an SO; don't duplicate
+            sale_type = ACCESSIBILITY_SALE_TYPE_MAP.get(
+                assessment.x_fc_funding_source, 'direct_private')
+            by_sale_type.setdefault(sale_type, []).append(assessment)
+
+        for sale_type, group in by_sale_type.items():
+            self._create_grouped_sale_order(partner, sale_type, group)
+
+        # ADP equipment assessments: one ADP order per funding type, with the
+        # device-combination guard, reusing the existing (prod-tested) express
+        # completion. The first device creates the SO; the rest attach to it.
+        adp_by_type = {}
+        for assessment in self.adp_assessment_ids:
+            if assessment.sale_order_id:
+                continue
+            adp_by_type.setdefault(self._assessment_sale_type(assessment), []).append(assessment)
+        labels = dict(self.env['fusion.assessment']._fields['equipment_type'].selection)
+        for sale_type, group in adp_by_type.items():
+            self._validate_adp_combination(group)
+            # Make sure each device carries the visit's client + OT so the
+            # existing completion logic has what it needs.
+            for assessment in group:
+                vals = {}
+                if not assessment.client_name:
+                    vals['client_name'] = self.client_name or partner.name
+                if not assessment.authorizer_id and self.authorizer_id:
+                    vals['authorizer_id'] = self.authorizer_id.id
+                if not assessment.partner_id:
+                    vals['partner_id'] = partner.id
+                if vals:
+                    assessment.write(vals)
+            primary = group[0]
+            sale_order = primary.action_complete_express()
+            sale_order.write({'visit_id': self.id, 'x_fc_sale_type': sale_type})
+            for extra in group[1:]:
+                extra.write({'state': 'completed', 'sale_order_id': sale_order.id})
+                sale_order.message_post(
+                    body=Markup('<p><strong>Additional ADP device on this order:</strong> %s</p>')
+                    % labels.get(extra.equipment_type, extra.equipment_type or 'device'),
+                    subtype_xmlid='mail.mt_note',
+                )
+
+        self.write({'state': 'done', 'partner_id': partner.id})
+        return self._action_view_sale_orders()
+
+    def _action_view_sale_orders(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Visit Sale Orders'),
+            'res_model': 'sale.order',
+            'view_mode': 'list,form',
+            'domain': [('visit_id', '=', self.id)],
+            'context': {'create': False},
+        }

fusion_portal/security/ir.model.access.csv

@@ -7,6 +7,8 @@ access_fusion_assessment_user,fusion.assessment.user,model_fusion_assessment,bas
 access_fusion_assessment_portal,fusion.assessment.portal,model_fusion_assessment,base.group_portal,1,1,1,0
 access_fusion_accessibility_assessment_user,fusion.accessibility.assessment.user,model_fusion_accessibility_assessment,base.group_user,1,1,1,1
 access_fusion_accessibility_assessment_portal,fusion.accessibility.assessment.portal,model_fusion_accessibility_assessment,base.group_portal,1,1,1,0
+access_fusion_assessment_visit_user,fusion.assessment.visit.user,model_fusion_assessment_visit,base.group_user,1,1,1,1
+access_fusion_assessment_visit_portal,fusion.assessment.visit.portal,model_fusion_assessment_visit,base.group_portal,1,1,1,0
 access_fusion_pdf_template_user,fusion.pdf.template.user,model_fusion_pdf_template,base.group_user,1,1,1,1
 access_fusion_pdf_template_preview_user,fusion.pdf.template.preview.user,model_fusion_pdf_template_preview,base.group_user,1,1,1,1
 access_fusion_pdf_template_field_user,fusion.pdf.template.field.user,model_fusion_pdf_template_field,base.group_user,1,1,1,1

fusion_portal/static/src/css/portal_style.css

@@ -448,6 +448,42 @@
     font-size: 1.25rem;
 }
 
+/* Start a Visit Card on Portal Home (distinct blue->indigo so it differs from
+   the green New Assessment tile). Mirrors .portal-new-assessment-card. */
+.portal-visit-card {
+    background: linear-gradient(135deg, #2e7aad 0%, #4338ca 100%) !important;
+    transition: transform 0.2s ease, box-shadow 0.2s ease;
+}
+
+.portal-visit-card:hover {
+    transform: translateY(-5px);
+    box-shadow: 0 10px 30px rgba(67, 56, 202, 0.3) !important;
+}
+
+.portal-visit-card .card-body {
+    background: transparent !important;
+}
+
+.portal-visit-card h5,
+.portal-visit-card small {
+    color: #fff !important;
+}
+
+.portal-visit-card .icon-circle {
+    width: 50px;
+    height: 50px;
+    background: rgba(255,255,255,0.25) !important;
+    border-radius: 50%;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+}
+
+.portal-visit-card .icon-circle i {
+    color: #fff !important;
+    font-size: 1.25rem;
+}
+
 /* Authorizer Portal Card on Portal Home */
 .portal-authorizer-card {
     background: var(--fc-portal-gradient, linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%)) !important;

fusion_portal/views/portal_accessibility_templates.xml

@@ -388,6 +388,7 @@
                         <small class="text-muted">Determines which sale order / funding workflow this case enters.</small>
                     </div>
                 </div>
+                <input type="hidden" name="visit_id" id="acc_visit_id"/>
             </div>
         </div>
     </template>
@@ -647,6 +648,15 @@
             // Fallback if Google Maps not loaded
             window.initAddressAutocomplete = window.initAddressAutocomplete || function() {};
             
+            // Carry visit_id from the workspace launch (?visit_id=) into the form
+            (function() {
+                var _vid = new URLSearchParams(window.location.search).get('visit_id');
+                if (_vid) {
+                    var f = document.getElementById('acc_visit_id');
+                    if (f) { f.value = _vid; }
+                }
+            })();
+
             // Form submission
             function saveAssessment(createSaleOrder) {
                 var form = document.getElementById('accessibility_form');

fusion_portal/views/portal_assessment_express.xml

@@ -85,7 +85,19 @@
                     <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
                     <input type="hidden" name="assessment_id" t-att-value="assessment.id if assessment else ''"/>
                     <input type="hidden" name="current_page" value="1"/>
-                    
+                    <input type="hidden" name="visit_id" id="express_visit_id" t-att-value="visit_id or ''"/>
+
+                    <!-- Part of an assessment visit: completing returns to the visit, which groups
+                         this device with the rest into one funding-routed ADP order. -->
+                    <div t-if="visit_id" class="alert alert-info d-flex align-items-start gap-2 mb-3">
+                        <i class="fa fa-clipboard mt-1"/>
+                        <div>
+                            <strong>Part of an assessment visit.</strong>
+                            Completing this device returns you to the visit — it is grouped with the
+                            visit's other ADP devices into a single sale order when you complete the visit.
+                        </div>
+                    </div>
+
                     <!-- Equipment Selection Section -->
                     <div class="card shadow-sm">
                         <div class="card-body">
@@ -98,6 +110,7 @@
                                     <option value="rollator" t-att-selected="assessment.equipment_type == 'rollator' if assessment else False">Rollator</option>
                                     <option value="wheelchair" t-att-selected="assessment.equipment_type == 'wheelchair' if assessment else False">Wheelchair</option>
                                     <option value="powerchair" t-att-selected="assessment.equipment_type == 'powerchair' if assessment else False">Powerchair</option>
+                                    <option value="scooter" t-att-selected="assessment.equipment_type == 'scooter' if assessment else False">Mobility Scooter</option>
                                 </select>
                             </div>
                             
@@ -688,8 +701,62 @@
                                     <label class="form-label fw-bold">Additional Information/Customization</label>
                                     <textarea name="additional_customization" class="form-control powerchair-field" rows="4" placeholder="Enter any additional requirements or customization notes..."><t t-esc="assessment.additional_customization if assessment else ''"/></textarea>
                                 </div>
+
+                                <!-- Power-mobility home-accessibility — ADP hard rule -->
+                                <div class="mb-4 p-3 border rounded bg-light">
+                                    <label class="form-label fw-bold">Home accessible for the device — inside &amp; outside?</label>
+                                    <select name="x_fc_power_home_accessible" class="form-control">
+                                        <option value="">-- Select --</option>
+                                        <option value="yes" t-att-selected="assessment.x_fc_power_home_accessible == 'yes' if assessment else False">Yes — usable inside and outside independently</option>
+                                        <option value="no" t-att-selected="assessment.x_fc_power_home_accessible == 'no' if assessment else False">No — home needs accessibility work</option>
+                                    </select>
+                                    <div class="alert alert-warning mt-2 mb-0">
+                                        <i class="fa fa-exclamation-triangle"/> ADP funds power mobility only if the device can enter and be used at the residence <strong>independently, without lifting</strong> (not left outside / in the garage). If <strong>No</strong>, add an accessibility assessment (ramp / porch lift) for the home.
+                                    </div>
+                                    <textarea name="x_fc_power_home_access_notes" class="form-control mt-2" rows="2" placeholder="Access notes (entry steps, garage, thresholds, turning space...)"><t t-esc="assessment.x_fc_power_home_access_notes if assessment else ''"/></textarea>
+                                </div>
                             </div>
-                            
+
+                            <!-- ===== MOBILITY SCOOTER ===== -->
+                            <div id="scooter_form" class="equipment-form" style="display: none;">
+                                <h2 class="text-center fw-bold text-uppercase mb-4">Mobility Scooter Assessment</h2>
+                                <div class="mb-4">
+                                    <label class="form-label fw-bold">Scooter Type</label>
+                                    <select name="scooter_type" class="form-select">
+                                        <option value="">-- Select Type --</option>
+                                        <option value="travel_3" t-att-selected="assessment.scooter_type == 'travel_3' if assessment else False">3-Wheel Travel/Portable</option>
+                                        <option value="travel_4" t-att-selected="assessment.scooter_type == 'travel_4' if assessment else False">4-Wheel Travel/Portable</option>
+                                        <option value="standard_3" t-att-selected="assessment.scooter_type == 'standard_3' if assessment else False">3-Wheel Standard</option>
+                                        <option value="standard_4" t-att-selected="assessment.scooter_type == 'standard_4' if assessment else False">4-Wheel Standard</option>
+                                        <option value="heavy_duty" t-att-selected="assessment.scooter_type == 'heavy_duty' if assessment else False">Heavy-Duty / Bariatric</option>
+                                    </select>
+                                </div>
+                                <div class="row mb-3">
+                                    <div class="col-12 col-md-6 mb-3">
+                                        <label class="form-label fw-bold">Maximum Range Needed (km)</label>
+                                        <div class="input-group">
+                                            <input type="number" step="1" name="scooter_max_range" class="form-control"
+                                                   t-att-value="assessment.scooter_max_range if assessment else ''"/>
+                                            <span class="input-group-text">km</span>
+                                        </div>
+                                    </div>
+                                </div>
+
+                                <!-- Power-mobility home-accessibility — ADP hard rule -->
+                                <div class="mb-4 p-3 border rounded bg-light">
+                                    <label class="form-label fw-bold">Home accessible for the device — inside &amp; outside?</label>
+                                    <select name="x_fc_power_home_accessible" class="form-control">
+                                        <option value="">-- Select --</option>
+                                        <option value="yes" t-att-selected="assessment.x_fc_power_home_accessible == 'yes' if assessment else False">Yes — usable inside and outside independently</option>
+                                        <option value="no" t-att-selected="assessment.x_fc_power_home_accessible == 'no' if assessment else False">No — home needs accessibility work</option>
+                                    </select>
+                                    <div class="alert alert-warning mt-2 mb-0">
+                                        <i class="fa fa-exclamation-triangle"/> ADP funds power mobility only if the device can enter and be used at the residence <strong>independently, without lifting</strong> (not left outside / in the garage). If <strong>No</strong>, add an accessibility assessment (ramp / porch lift) for the home.
+                                    </div>
+                                    <textarea name="x_fc_power_home_access_notes" class="form-control mt-2" rows="2" placeholder="Access notes (entry steps, garage, thresholds, turning space...)"><t t-esc="assessment.x_fc_power_home_access_notes if assessment else ''"/></textarea>
+                                </div>
+                            </div>
+
                         </div>
                     </div>
                     
@@ -1191,9 +1258,10 @@
                     <div class="card shadow-sm">
                         <div class="card-body text-center">
                             <button type="submit" name="action" value="submit" class="btn btn-success btn-lg px-5">
-                                <i class="fa fa-check me-2"/>Submit Assessment
+                                <t t-if="visit_id"><i class="fa fa-clipboard me-2"/>Save to Visit</t>
+                                <t t-else=""><i class="fa fa-check me-2"/>Submit Assessment</t>
                             </button>
-                            <a href="/my/assessments" class="btn btn-outline-secondary btn-lg px-4 ms-3">
+                            <a t-att-href="('/my/visit/%s' % visit_id) if visit_id else '/my/assessments'" class="btn btn-outline-secondary btn-lg px-4 ms-3">
                                 Cancel
                             </a>
                         </div>
@@ -1278,6 +1346,7 @@
                     var rollatorForm = document.getElementById('rollator_form');
                     var wheelchairForm = document.getElementById('wheelchair_form');
                     var powerchairForm = document.getElementById('powerchair_form');
+                    var scooterForm = document.getElementById('scooter_form');
                     var wheelchairTypeSelect = document.querySelector('select[name="wheelchair_type"]');
                     var reasonSelect = document.getElementById('reason_for_application');
                     var previousFundingContainer = document.getElementById('previous_funding_date_container');
@@ -1339,13 +1408,16 @@
                         disableFormInputs(rollatorForm);
                         disableFormInputs(wheelchairForm);
                         disableFormInputs(powerchairForm);
-                        
+                        disableFormInputs(scooterForm);
+
                         if (value === 'rollator') {
                             enableFormInputs(rollatorForm);
                         } else if (value === 'wheelchair') {
                             enableFormInputs(wheelchairForm);
                         } else if (value === 'powerchair') {
                             enableFormInputs(powerchairForm);
+                        } else if (value === 'scooter') {
+                            enableFormInputs(scooterForm);
                         }
                     }
                     

fusion_portal/views/portal_templates.xml

@@ -50,6 +50,25 @@
                 
                 <!-- Main Action Tiles - Professional Grid Layout -->
                 <div class="row g-3 mb-4">
+                    <!-- 0. Start a Visit (Sales Rep) - bundle multiple assessments from one home visit -->
+                    <t t-if="request.env.user.partner_id.is_sales_rep_portal">
+                        <div class="col-md-6">
+                            <a href="/my/visit/new" class="card h-100 border-0 shadow-sm text-decoration-none portal-visit-card" style="border-radius: 12px; min-height: 100px;">
+                                <div class="card-body d-flex align-items-center p-4">
+                                    <div class="me-3">
+                                        <div class="icon-circle">
+                                            <i class="fa fa-clipboard"/>
+                                        </div>
+                                    </div>
+                                    <div>
+                                        <h5 class="mb-1">Start a Visit</h5>
+                                        <small>Bundle several assessments from one home visit into funding-routed orders</small>
+                                    </div>
+                                </div>
+                            </a>
+                        </div>
+                    </t>
+
                     <!-- 1. New Express Assessment (Sales Rep) - Featured tile -->
                     <t t-if="request.env.user.partner_id.is_sales_rep_portal">
                         <div class="col-md-6">

fusion_portal/views/portal_visit.xml

@@ -0,0 +1,115 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <template id="portal_visit_workspace" name="Assessment Visit Workspace">
+        <t t-call="portal.portal_layout">
+            <t t-set="no_breadcrumbs" t-value="True"/>
+            <div class="container py-4">
+                <nav aria-label="breadcrumb" class="mb-3">
+                    <ol class="breadcrumb">
+                        <li class="breadcrumb-item"><a href="/my">Dashboard</a></li>
+                        <li class="breadcrumb-item active">Assessment Visit</li>
+                    </ol>
+                </nav>
+
+                <t t-if="error">
+                    <div class="alert alert-danger"><i class="fa fa-exclamation-circle"/> <t t-esc="error"/></div>
+                </t>
+
+                <div class="d-flex justify-content-between align-items-center mb-3">
+                    <h3 class="mb-0"><i class="fa fa-clipboard text-primary"/> Visit <t t-esc="visit.name"/></h3>
+                    <span class="badge bg-secondary"><span t-field="visit.state"/></span>
+                </div>
+
+                <t t-if="visit.state == 'done'">
+                    <div class="alert alert-success">
+                        <strong>Visit completed.</strong> Sale orders created:
+                        <ul class="mb-0">
+                            <t t-foreach="visit.sale_order_ids" t-as="so">
+                                <li><a t-attf-href="/my/sales/case/{{so.id}}"><t t-esc="so.name"/></a> — <span t-field="so.x_fc_sale_type"/></li>
+                            </t>
+                        </ul>
+                    </div>
+                </t>
+
+                <!-- Assessments added this visit -->
+                <div class="card border-0 shadow-sm mb-4">
+                    <div class="card-header bg-white"><strong>Assessments this visit</strong> (<t t-esc="visit.assessment_count"/>)</div>
+                    <div class="card-body">
+                        <p t-if="not visit.assessment_count" class="text-muted mb-0">
+                            Nothing added yet — use the buttons below to add what you're assessing.
+                        </p>
+                        <ul class="list-group" t-if="visit.assessment_count">
+                            <t t-foreach="visit.adp_assessment_ids" t-as="a">
+                                <li class="list-group-item d-flex justify-content-between align-items-center">
+                                    <span><i class="fa fa-wheelchair text-primary"/> ADP — <span t-field="a.equipment_type"/></span>
+                                    <span class="badge bg-light text-dark"><span t-field="a.state"/></span>
+                                </li>
+                            </t>
+                            <t t-foreach="visit.accessibility_assessment_ids" t-as="a">
+                                <li class="list-group-item d-flex justify-content-between align-items-center">
+                                    <span><span t-field="a.assessment_type"/> — <span t-field="a.x_fc_funding_source"/></span>
+                                    <span class="badge bg-light text-dark"><span t-field="a.state"/></span>
+                                </li>
+                            </t>
+                        </ul>
+                    </div>
+                </div>
+
+                <t t-if="visit.state != 'done'">
+                    <!-- Add assessment -->
+                    <div class="card border-0 shadow-sm mb-4">
+                        <div class="card-header bg-white"><strong>+ Add assessment</strong></div>
+                        <div class="card-body d-flex flex-wrap gap-2">
+                            <a class="btn btn-outline-primary" t-attf-href="/my/assessment/express?visit_id={{visit.id}}">Wheelchair / ADP</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/stairlift/straight?visit_id={{visit.id}}">Straight Stair Lift</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/stairlift/curved?visit_id={{visit.id}}">Curved Stair Lift</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/vpl?visit_id={{visit.id}}">Platform / Porch Lift</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/ceiling-lift?visit_id={{visit.id}}">Ceiling Lift</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/ramp?visit_id={{visit.id}}">Custom Ramp</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/bathroom?visit_id={{visit.id}}">Bathroom Mod</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/tub-cutout?visit_id={{visit.id}}">Tub Cutout</a>
+                        </div>
+                    </div>
+
+                    <!-- Client details (deferred) -->
+                    <div class="card border-0 shadow-sm mb-4">
+                        <div class="card-header bg-white"><strong>Client details</strong>
+                            <span class="text-muted small">— fill in after the therapist leaves</span></div>
+                        <div class="card-body">
+                            <form t-attf-action="/my/visit/{{visit.id}}/save" method="post">
+                                <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
+                                <div class="row">
+                                    <div class="col-md-6 mb-3"><label class="form-label">Client Name</label>
+                                        <input type="text" name="client_name" class="form-control" t-att-value="visit.client_name"/></div>
+                                    <div class="col-md-6 mb-3"><label class="form-label">Phone</label>
+                                        <input type="text" name="client_phone" class="form-control" t-att-value="visit.client_phone"/></div>
+                                    <div class="col-md-6 mb-3"><label class="form-label">Email</label>
+                                        <input type="email" name="client_email" class="form-control" t-att-value="visit.client_email"/></div>
+                                    <div class="col-md-6 mb-3"><label class="form-label">Address</label>
+                                        <input type="text" name="client_address" class="form-control" t-att-value="visit.client_address"/></div>
+                                </div>
+                                <div class="mb-3" t-if="visit.has_mod_items">
+                                    <label class="form-label">Income under March of Dimes threshold?
+                                        <span class="text-muted small">(MOD covers up to $15k/person, lifetime)</span></label>
+                                    <select name="x_fc_income_under_mod_threshold" class="form-select">
+                                        <option value="unknown" t-att-selected="visit.x_fc_income_under_mod_threshold == 'unknown'">Unknown</option>
+                                        <option value="yes" t-att-selected="visit.x_fc_income_under_mod_threshold == 'yes'">Yes — under threshold (full $15k)</option>
+                                        <option value="no" t-att-selected="visit.x_fc_income_under_mod_threshold == 'no'">No — over threshold (may be denied/partial)</option>
+                                    </select>
+                                </div>
+                                <button type="submit" class="btn btn-secondary">Save client details</button>
+                            </form>
+                        </div>
+                    </div>
+
+                    <!-- Complete -->
+                    <form t-attf-action="/my/visit/{{visit.id}}/complete" method="post" t-if="visit.assessment_count">
+                        <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
+                        <button type="submit" class="btn btn-primary btn-lg">Complete visit &amp; create sale orders &#8594;</button>
+                        <p class="text-muted small mt-2">Creates one sale order per funding workflow (ADP / March of Dimes / private / ...).</p>
+                    </form>
+                </t>
+            </div>
+        </t>
+    </template>
+</odoo>

fusion_portal/views/visit_views.xml

@@ -0,0 +1,108 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- Form -->
+    <record id="view_fusion_assessment_visit_form" model="ir.ui.view">
+        <field name="name">fusion.assessment.visit.form</field>
+        <field name="model">fusion.assessment.visit</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <button name="action_complete_visit" type="object"
+                            string="Complete Visit &amp; Create Sale Orders"
+                            class="btn-primary" invisible="state == 'done'"/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="measuring,client_pending,done"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field name="name" readonly="1"/></h1>
+                    </div>
+                    <group>
+                        <group string="Client">
+                            <field name="partner_id"/>
+                            <field name="client_name"/>
+                            <field name="client_phone"/>
+                            <field name="client_email"/>
+                        </group>
+                        <group string="Visit">
+                            <field name="visit_date"/>
+                            <field name="sales_rep_id"/>
+                            <field name="authorizer_id"/>
+                            <field name="has_mod_items" invisible="1"/>
+                            <field name="x_fc_income_under_mod_threshold"
+                                   invisible="not has_mod_items"/>
+                        </group>
+                    </group>
+                    <div class="alert alert-info" role="alert" invisible="not has_mod_items">
+                        <strong>March of Dimes:</strong> covers up to $15,000 per person
+                        (lifetime), income-gated. Confirm the client's income status above.
+                    </div>
+                    <notebook>
+                        <page string="Accessibility Assessments">
+                            <field name="accessibility_assessment_ids" readonly="1">
+                                <list>
+                                    <field name="reference"/>
+                                    <field name="assessment_type"/>
+                                    <field name="x_fc_funding_source"/>
+                                    <field name="state"/>
+                                    <field name="sale_order_id"/>
+                                </list>
+                            </field>
+                        </page>
+                        <page string="ADP Assessments">
+                            <field name="adp_assessment_ids" readonly="1">
+                                <list>
+                                    <field name="equipment_type"/>
+                                    <field name="state"/>
+                                    <field name="sale_order_id"/>
+                                </list>
+                            </field>
+                        </page>
+                        <page string="Sale Orders">
+                            <field name="sale_order_ids" readonly="1">
+                                <list>
+                                    <field name="name"/>
+                                    <field name="x_fc_sale_type"/>
+                                    <field name="state"/>
+                                    <field name="amount_total"/>
+                                </list>
+                            </field>
+                        </page>
+                    </notebook>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <!-- List -->
+    <record id="view_fusion_assessment_visit_list" model="ir.ui.view">
+        <field name="name">fusion.assessment.visit.list</field>
+        <field name="model">fusion.assessment.visit</field>
+        <field name="arch" type="xml">
+            <list>
+                <field name="name"/>
+                <field name="visit_date"/>
+                <field name="partner_id"/>
+                <field name="client_name"/>
+                <field name="sales_rep_id"/>
+                <field name="assessment_count"/>
+                <field name="sale_order_count"/>
+                <field name="state"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- Action + menu -->
+    <record id="action_fusion_assessment_visit" model="ir.actions.act_window">
+        <field name="name">Assessment Visits</field>
+        <field name="res_model">fusion.assessment.visit</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+    <menuitem id="menu_fusion_assessment_visit"
+              name="Assessment Visits"
+              parent="sale.sale_menu_root"
+              action="action_fusion_assessment_visit"
+              sequence="50"/>
+</odoo>

fusion_repairs/__manifest__.py

@@ -4,7 +4,7 @@
 
 {
     'name': 'Fusion Repairs',
-    'version': '19.0.2.3.0',
+    'version': '19.0.2.2.6',
     'category': 'Inventory/Repairs',
     'summary': 'Guided medical equipment repair intake, dispatch, maintenance, and self-service portal',
     'description': """

fusion_repairs/data/mail_template_data.xml

@@ -125,8 +125,8 @@
             We would love to hear how it went - your feedback helps other clients
             find us and helps us improve.
         </p>
-        <!-- H4: build a fallback search URL without url_encode (not available in the mail QWeb render context); replace spaces so the URL survives. -->
-        <t t-set="review_url" t-value="object.company_id.x_fc_google_review_url or ('https://www.google.com/search?q=' + (object.company_id.name or '').replace(' ', '+'))"/>
+        <!-- H4: URL-encode the company name so the fallback URL survives ampersands + spaces. -->
+        <t t-set="review_url" t-value="object.company_id.x_fc_google_review_url or ('https://www.google.com/search?' + url_encode({'q': object.company_id.name or ''}))"/>
         <div style="text-align:center;margin:0 0 24px 0;">
             <a t-att-href="review_url"
                style="display:inline-block;padding:14px 28px;background-color:#38a169;color:#ffffff;text-decoration:none;border-radius:6px;font-size:16px;font-weight:600;">
@@ -433,12 +433,6 @@
             is due for its next scheduled maintenance visit on
             <strong><t t-out="object.next_due_date" t-options="{'widget': 'date'}"/></strong>.
         </p>
-        <div t-if="object.x_fc_maintenance_fee" style="border-left:3px solid #38a169;padding:12px 16px;margin:0 0 24px 0;">
-            <p style="margin:0;font-size:14px;line-height:1.5;">
-                Maintenance visit fee:
-                <strong><t t-out="object.x_fc_maintenance_fee" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></strong><span style="opacity:0.6;"> + applicable tax</span>.
-            </p>
-        </div>
         <div style="text-align:center;margin:0 0 24px 0;">
             <a t-attf-href="/repairs/maintenance/book/{{ object.booking_token }}"
                style="display:inline-block;padding:14px 28px;background-color:#38a169;color:#ffffff;text-decoration:none;border-radius:6px;font-size:16px;font-weight:600;">

fusion_repairs/models/maintenance_contract.py

@@ -80,26 +80,6 @@ class FusionRepairMaintenanceContract(models.Model):
         'res.company', default=lambda self: self.env.company,
     )
 
-    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',
-    )
-
     _booking_token_unique = models.Constraint(
         'unique(booking_token)',
         'Booking token must be unique.',
@@ -215,18 +195,11 @@ class FusionRepairMaintenanceContract(models.Model):
 class SaleOrder(models.Model):
     _inherit = 'sale.order'
 
-    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."""
+        """Create maintenance contracts for any delivered SO line whose
+        product has x_fc_maintenance_interval_months > 0."""
         Contract = self.env['fusion.repair.maintenance.contract'].sudo()
+        today = fields.Date.context_today(self)
         for so in self:
             if so.state not in ('sale', 'done'):
                 continue
@@ -234,42 +207,21 @@ class SaleOrder(models.Model):
                 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):
+                interval = product.product_tmpl_id.x_fc_maintenance_interval_months or 0
+                if interval <= 0:
                     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):
+                existing = Contract.search([
+                    ('partner_id', '=', so.partner_id.id),
+                    ('product_id', '=', product.id),
+                    ('original_sale_order_id', '=', so.id),
+                ], limit=1)
+                if existing:
                     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',
-                    })
+                Contract.create({
+                    'partner_id': so.partner_id.id,
+                    'product_id': product.id,
+                    'original_sale_order_id': so.id,
+                    'interval_months': interval,
+                    'next_due_date': today + relativedelta(months=interval),
+                    'state': 'active',
+                })

fusion_repairs/models/product_template.py

@@ -26,10 +26,6 @@ class ProductTemplate(models.Model):
         help='If > 0, delivering a unit of this product auto-creates a maintenance contract '
              'with this recurring interval. Phase 3 feature.',
     )
-    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.',
-    )
     x_fc_intake_template_id = fields.Many2one(
         'fusion.repair.intake.template',
         string='Intake Template Override',

fusion_repairs/models/repair_product_category.py

@@ -53,31 +53,6 @@ class FusionRepairProductCategory(models.Model):
         help='Default intake question set shown when this category is selected.',
     )
 
-    # ── 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.',
-    )
-
     _code_unique = models.Constraint(
         'unique(code)',
         'Category code must be unique.',

fusion_repairs/models/repair_service_plan.py

@@ -247,7 +247,6 @@ class SaleOrder(models.Model):
         # Bundle 9: spawn store labor warranties for any product line with
         # x_fc_labor_warranty_years > 0.
         self._fc_spawn_labor_warranties()
-        self._spawn_maintenance_contracts()
         return res
 
     def _fc_spawn_labor_warranties(self):

fusion_repairs/tests/__init__.py

@@ -1,2 +0,0 @@
-# -*- coding: utf-8 -*-
-from . import test_maintenance_foundation

fusion_repairs/tests/test_maintenance_foundation.py

@@ -1,100 +0,0 @@
-# -*- 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_test',
-            'equipment_class': 'lift_elevating', 'safety_critical': True,
-            'x_fc_maintenance_enabled': True,
-            'x_fc_maintenance_interval_months': 6,
-            'x_fc_maintenance_fee': 149.0,
-        })
-
-    # ---- Tasks 1/2/3: fields exist ----
-    def test_category_policy_fields(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)
-
-    def test_product_fee_override_field(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)
-
-    def test_contract_extension_fields(self):
-        product = self.env['product.product'].create({'name': 'Unit'})
-        c = self.env['fusion.repair.maintenance.contract'].create({
-            'partner_id': self.partner.id,
-            'product_id': product.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)
-
-    # ---- Task 4: spawn priced contracts on sale confirm ----
-    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_test', '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 (2026-01-10) + 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 -> no duplicate
-        self.assertEqual(len(self._contracts_for(so)), 1)

fusion_repairs/views/menus.xml

@@ -57,13 +57,6 @@
               action="action_repair_part_order"
               sequence="38"/>
 
-    <!-- Configuration parent: must be defined before the children that reference it below -->
-    <menuitem id="menu_fusion_repairs_configuration"
-              name="Configuration"
-              parent="menu_fusion_repairs_root"
-              sequence="90"
-              groups="fusion_repairs.group_fusion_repairs_manager"/>
-
     <menuitem id="menu_fusion_repairs_emergency_charges"
               name="Emergency Surcharges"
               parent="menu_fusion_repairs_configuration"
@@ -107,6 +100,13 @@
               action="action_repair_labor_warranty"
               sequence="36"/>
 
+    <!-- Configuration -->
+    <menuitem id="menu_fusion_repairs_configuration"
+              name="Configuration"
+              parent="menu_fusion_repairs_root"
+              sequence="90"
+              groups="fusion_repairs.group_fusion_repairs_manager"/>
+
     <menuitem id="menu_fusion_repairs_categories"
               name="Equipment Categories"
               parent="menu_fusion_repairs_configuration"

fusion_repairs/views/repair_product_category_views.xml

@@ -40,13 +40,6 @@
                             <field name="active"/>
                         </group>
                     </group>
-                    <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>
                     <field name="description" placeholder="Describe what equipment falls into this category..."/>
                 </sheet>
             </form>