CHANGES

Final-review follow-up: per the entech wkhtmltopdf rule, page-break-inside
must sit on each <tr>, not just the <table>, so a large multi-part cert
can't split a part row mid-row under the company header.

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

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

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

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

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

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

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

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

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

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

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

fusion_plating/docs/superpowers/plans/2026-06-03-wo-recipe-grouping-combined-cert.md

@@ -0,0 +1,869 @@
+# WO Grouping by Recipe + Combined Multi-Part Certificate — Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** Group sale-order plating lines into one work order (`fp.job`) per distinct plating process, and make the Certificate of Conformance multi-part so a combined WO certifies every part truthfully.
+
+**Architecture:** Spec → [docs/superpowers/specs/2026-06-03-wo-grouping-by-recipe-combined-cert-design.md](../specs/2026-06-03-wo-grouping-by-recipe-combined-cert-design.md). Lines whose resolved recipes share an identical *step structure* (and identical masking/bake toggles) collapse onto one `fp.job`. A new `fp.certificate.part` child model holds one row per SO line; `_fp_create_certificates` fills it; the CoC report loops it. The cert multi-part support lands **before** the grouping switch so flipping the grouping is never a compliance regression.
+
+**Tech Stack:** Odoo 19 (Python ORM, QWeb PDF reports), modules `fusion_plating_jobs`, `fusion_plating_certificates`, `fusion_plating_reports`.
+
+---
+
+## Testing model (read this first — the env is unusual)
+
+These modules **cannot install on the local Community box** (`fusion_plating` needs Enterprise deps; `installed=0` on `modsdev`). So:
+
+- **Local per-task gate (always runnable):**
+  - Python: `docker exec odoo-modsdev-app python3 -m pyflakes /mnt/odoo-modules/fusion_plating/<path>.py`
+    (Adjust the `/mnt/odoo-modules/fusion_plating` prefix if your bind mount differs; `K:\Github\Odoo-Modules` → `/mnt/odoo-modules`, and the plating modules live under its `fusion_plating/` subdir.)
+  - XML: `docker exec odoo-modsdev-app python3 -c "import lxml.etree as e; e.parse('/mnt/odoo-modules/fusion_plating/<path>.xml'); print('XML OK')"`
+- **Odoo unit tests** (TransactionCase, committed as real artifacts): run on an **Enterprise env where `fusion_plating` is installed** — `odoo-trial` (VM 316) if present, otherwise a throwaway **entech clone** (do NOT run `--test-enable -u` against prod `admin`). Command shape:
+  ```
+  odoo -d <enterprise_test_db> --test-enable --test-tags /fusion_plating_jobs \
+       -u fusion_plating_jobs --stop-after-init --http-port=0 --gevent-port=0
+  ```
+- **Live read-only smoke (safe on entech prod):** re-run the recipe-signature audit (Task 8) to confirm SO-30092/30083/30079/30071 collapse to one group each. Read-only — no writes.
+- **Write-path smoke (clone / odoo-trial only):** create a test SO with same-structure lines, confirm, check one WO + one multi-part cert + render the CoC PDF.
+
+Every "run the test" step below shows the command; if the Enterprise test env is not yet available, write + commit the test and run the suite at the Task 8 verification gate.
+
+---
+
+## File structure
+
+| File | Module | Responsibility |
+|------|--------|----------------|
+| `fusion_plating_certificates/models/fp_certificate_part.py` | certificates | NEW — one row per part on a cert. |
+| `fusion_plating_certificates/models/fp_certificate.py` | certificates | ADD `part_line_ids` O2M. |
+| `fusion_plating_certificates/models/__init__.py` | certificates | import new model. |
+| `fusion_plating_certificates/security/ir.model.access.csv` | certificates | ACL for `fp.certificate.part`. |
+| `fusion_plating_certificates/views/fp_certificate_views.xml` | certificates | "Parts" notebook page. |
+| `fusion_plating_certificates/__manifest__.py` | certificates | version bump. |
+| `fusion_plating_jobs/models/fp_job.py` | jobs | requirement union + part-line build in `_fp_create_certificates`. |
+| `fusion_plating_jobs/models/sale_order.py` | jobs | grouping signature + key (the switch). |
+| `fusion_plating_jobs/report/report_fp_job_traveller.xml` | jobs | Item Information loops all parts. |
+| `fusion_plating_jobs/migrations/19.0.12.2.0/post-migrate.py` | jobs | backfill one part-line per existing cert. |
+| `fusion_plating_jobs/__manifest__.py` | jobs | version bump. |
+| `fusion_plating_jobs/tests/test_wo_recipe_grouping.py` | jobs | NEW — signature + grouping tests. |
+| `fusion_plating_jobs/tests/test_combined_cert_creation.py` | jobs | NEW — multi-part cert creation tests. |
+| `fusion_plating_reports/report/report_coc.xml` | reports | parts-table loop. |
+| `fusion_plating_reports/__manifest__.py` | reports | version bump. |
+
+> **Migration location note:** the spec listed the backfill under `fusion_plating_certificates`. It is **moved to `fusion_plating_jobs`** here because the backfill reads `x_fc_job_id` (a jobs-module field) and runs cert helpers — both guaranteed present only after jobs loads (jobs depends on certificates). The `fp.certificate.part` table is created by the certificates upgrade, which Odoo runs first.
+
+**Build order:** cert model → cert form → cert creation → CoC report → traveller → **grouping switch (last)** → migration + verify. This way the multi-part cert is ready before any WO ever carries multiple parts.
+
+---
+
+### Task 1: `fp.certificate.part` model + `part_line_ids` + ACL
+
+**Files:**
+- Create: `fusion_plating_certificates/models/fp_certificate_part.py`
+- Modify: `fusion_plating_certificates/models/fp_certificate.py` (add O2M near the existing `thickness_reading_ids` at line 87)
+- Modify: `fusion_plating_certificates/models/__init__.py`
+- Modify: `fusion_plating_certificates/security/ir.model.access.csv`
+
+- [ ] **Step 1: Create the model**
+
+```python
+# fusion_plating_certificates/models/fp_certificate_part.py
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+#
+# One row per part on a Certificate of Conformance. A work order can
+# cover several parts that share the same plating process (see
+# fusion_plating_jobs sale_order._fp_line_group_key); the combined CoC
+# lists each part with its own identity + spec + quantities.
+
+from odoo import fields, models
+
+
+class FpCertificatePart(models.Model):
+    _name = 'fp.certificate.part'
+    _description = 'Certificate Part Line'
+    _order = 'certificate_id, sequence, id'
+
+    certificate_id = fields.Many2one(
+        'fp.certificate', string='Certificate',
+        required=True, ondelete='cascade', index=True)
+    sequence = fields.Integer(default=10)
+    sale_order_line_id = fields.Many2one(
+        'sale.order.line', string='Source SO Line',
+        help='The order line this part row was built from (traceability).')
+    part_catalog_id = fields.Many2one('fp.part.catalog', string='Part')
+    part_number = fields.Char(string='Part Number')      # snapshot
+    part_name = fields.Char(string='Part Name')          # snapshot
+    description = fields.Char(string='Description')        # customer-facing snapshot
+    serial = fields.Char(string='Serial Number(s)')        # comma-joined snapshot
+    customer_spec_id = fields.Many2one(
+        'fusion.plating.customer.spec', string='Customer Spec')
+    spec_reference = fields.Char(string='Spec Reference')  # snapshot 'CODE Rev X'
+    quantity_shipped = fields.Integer(string='Qty Shipped')
+    nc_quantity = fields.Integer(string='NC Qty')
+```
+
+- [ ] **Step 2: Register the import**
+
+In `fusion_plating_certificates/models/__init__.py`, add (alphabetical / near the other cert imports):
+
+```python
+from . import fp_certificate_part
+```
+
+- [ ] **Step 3: Add the O2M on `fp.certificate`**
+
+In `fusion_plating_certificates/models/fp_certificate.py`, immediately after the `thickness_reading_ids` field (line 87-89):
+
+```python
+    part_line_ids = fields.One2many(
+        'fp.certificate.part', 'certificate_id', string='Parts',
+        help='One row per part covered by this certificate. Populated at '
+             'cert creation from the work order\'s sale-order lines.')
+```
+
+- [ ] **Step 4: Add ACL rows**
+
+Append to `fusion_plating_certificates/security/ir.model.access.csv` (mirror the existing `fp.certificate` group grants):
+
+```csv
+access_fp_certificate_part_operator,fp.certificate.part.operator,model_fp_certificate_part,fusion_plating.group_fp_technician,1,1,0,0
+access_fp_certificate_part_supervisor,fp.certificate.part.supervisor,model_fp_certificate_part,fusion_plating.group_fp_shop_manager_v2,1,1,1,0
+access_fp_certificate_part_manager,fp.certificate.part.manager,model_fp_certificate_part,fusion_plating.group_fp_manager,1,1,1,1
+```
+
+- [ ] **Step 5: Static checks**
+
+Run:
+```
+docker exec odoo-modsdev-app python3 -m pyflakes /mnt/odoo-modules/fusion_plating/fusion_plating_certificates/models/fp_certificate_part.py /mnt/odoo-modules/fusion_plating/fusion_plating_certificates/models/fp_certificate.py
+```
+Expected: no output (clean).
+
+- [ ] **Step 6: Commit**
+
+```bash
+git add fusion_plating/fusion_plating_certificates/models/fp_certificate_part.py \
+        fusion_plating/fusion_plating_certificates/models/fp_certificate.py \
+        fusion_plating/fusion_plating_certificates/models/__init__.py \
+        fusion_plating/fusion_plating_certificates/security/ir.model.access.csv
+git commit -m "feat(fusion_plating_certificates): add fp.certificate.part child model + ACL"
+```
+
+---
+
+### Task 2: "Parts" page on the certificate form
+
+**Files:**
+- Modify: `fusion_plating_certificates/views/fp_certificate_views.xml` (notebook at line 154)
+
+- [ ] **Step 1: Add the Parts page as the first notebook page**
+
+Insert immediately after `<notebook>` (line 154), before the existing `<page string="Thickness Readings" ...>`:
+
+```xml
+                        <page string="Parts" name="parts">
+                            <field name="part_line_ids">
+                                <list editable="bottom">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="part_number"/>
+                                    <field name="part_name"/>
+                                    <field name="description"/>
+                                    <field name="serial"/>
+                                    <field name="customer_spec_id"/>
+                                    <field name="spec_reference"/>
+                                    <field name="quantity_shipped"/>
+                                    <field name="nc_quantity"/>
+                                </list>
+                            </field>
+                        </page>
+```
+
+- [ ] **Step 2: Static check (XML parse)**
+
+Run:
+```
+docker exec odoo-modsdev-app python3 -c "import lxml.etree as e; e.parse('/mnt/odoo-modules/fusion_plating/fusion_plating_certificates/views/fp_certificate_views.xml'); print('XML OK')"
+```
+Expected: `XML OK`.
+
+- [ ] **Step 3: Commit**
+
+```bash
+git add fusion_plating/fusion_plating_certificates/views/fp_certificate_views.xml
+git commit -m "feat(fusion_plating_certificates): Parts page on certificate form"
+```
+
+---
+
+### Task 3: `_fp_create_certificates` fills part-lines + requirement union
+
+**Files:**
+- Modify: `fusion_plating_jobs/models/fp_job.py` (`_resolve_required_cert_types` ~line 611; `_fp_create_certificates` build of `vals` before `Cert.create(vals)` at line 2784)
+- Test: `fusion_plating_jobs/tests/test_combined_cert_creation.py`
+
+- [ ] **Step 1: Write the failing test**
+
+```python
+# fusion_plating_jobs/tests/test_combined_cert_creation.py
+# -*- coding: utf-8 -*-
+from odoo.tests.common import TransactionCase
+
+
+class TestCombinedCertCreation(TransactionCase):
+    def setUp(self):
+        super().setUp()
+        self.partner = self.env['res.partner'].create({
+            'name': 'CertCust',
+            'x_fc_send_coc': True,          # drives the coc requirement
+        })
+        self.product = self.env['product.product'].create({'name': 'W'})
+        self.part_a = self.env['fp.part.catalog'].create({
+            'name': 'PartA', 'partner_id': self.partner.id, 'part_number': 'A-1'})
+        self.part_b = self.env['fp.part.catalog'].create({
+            'name': 'PartB', 'partner_id': self.partner.id, 'part_number': 'B-2'})
+        self.so = self.env['sale.order'].create({
+            'partner_id': self.partner.id,
+            'order_line': [
+                (0, 0, {'product_id': self.product.id, 'product_uom_qty': 3,
+                        'x_fc_part_catalog_id': self.part_a.id}),
+                (0, 0, {'product_id': self.product.id, 'product_uom_qty': 2,
+                        'x_fc_part_catalog_id': self.part_b.id}),
+            ],
+        })
+
+    def test_combined_cert_has_one_line_per_so_line(self):
+        job = self.env['fp.job'].create({
+            'partner_id': self.partner.id,
+            'product_id': self.product.id,
+            'qty': 5.0,
+            'sale_order_id': self.so.id,
+            'part_catalog_id': self.part_a.id,
+            'sale_order_line_ids': [(6, 0, self.so.order_line.ids)],
+        })
+        job._fp_create_certificates()
+        cert = self.env['fp.certificate'].search([('x_fc_job_id', '=', job.id)])
+        self.assertEqual(len(cert), 1, 'one combined CoC')
+        self.assertEqual(len(cert.part_line_ids), 2, 'one part-line per SO line')
+        self.assertEqual(
+            set(cert.part_line_ids.mapped('part_number')), {'A-1', 'B-2'})
+        a = cert.part_line_ids.filtered(lambda p: p.part_number == 'A-1')
+        self.assertEqual(a.quantity_shipped, 3, 'shipped qty from the line')
+```
+
+- [ ] **Step 2: Run it (Enterprise test env) — expect FAIL**
+
+Run:
+```
+odoo -d <enterprise_test_db> --test-enable \
+     --test-tags /fusion_plating_jobs:TestCombinedCertCreation \
+     -u fusion_plating_jobs --stop-after-init --http-port=0 --gevent-port=0
+```
+Expected: FAIL — `cert.part_line_ids` is empty (creation doesn't fill it yet).
+
+- [ ] **Step 3: Add helper methods on `fp.job`**
+
+Add near `_fp_create_certificates` in `fusion_plating_jobs/models/fp_job.py`:
+
+```python
+    def _fp_cert_source_lines(self):
+        """Plating SO lines this job covers (one cert part-line each)."""
+        self.ensure_one()
+        lines = self.sale_order_line_ids
+        if not lines and self.sale_order_id:
+            lines = self.sale_order_id.order_line
+        return lines.filtered(
+            lambda l: not l.display_type
+            and ('x_fc_part_catalog_id' in l._fields and l.x_fc_part_catalog_id))
+
+    def _fp_format_spec_ref(self, spec):
+        """Format 'CODE Rev X' from a customer spec (or '')."""
+        if not spec:
+            return ''
+        ref = spec.code or ''
+        if 'revision' in spec._fields and spec.revision:
+            ref = (f'{ref} Rev {spec.revision}' if ref
+                   else f'Rev {spec.revision}')
+        return ref
+
+    def _fp_build_cert_part_commands(self):
+        """O2M create commands for fp.certificate.part — one per line."""
+        self.ensure_one()
+        cmds, seq = [], 10
+        for sol in self._fp_cert_source_lines():
+            part = sol.x_fc_part_catalog_id
+            spec = (sol.x_fc_customer_spec_id
+                    if 'x_fc_customer_spec_id' in sol._fields else False)
+            serials = ''
+            if 'x_fc_serial_ids' in sol._fields and sol.x_fc_serial_ids:
+                serials = ', '.join(sol.x_fc_serial_ids.mapped('name'))
+            desc = (sol.fp_customer_description()
+                    if hasattr(sol, 'fp_customer_description')
+                    else (sol.name or ''))
+            cmds.append((0, 0, {
+                'sequence': seq,
+                'sale_order_line_id': sol.id,
+                'part_catalog_id': part.id if part else False,
+                'part_number': (part.part_number if part else '') or '',
+                'part_name': (part.name if part else '') or '',
+                'description': desc or '',
+                'serial': serials,
+                'customer_spec_id': spec.id if spec else False,
+                'spec_reference': self._fp_format_spec_ref(spec),
+                'quantity_shipped': int(sol.product_uom_qty or 0),
+                'nc_quantity': 0,
+            }))
+            seq += 10
+        return cmds
+```
+
+- [ ] **Step 4: Fill `part_line_ids` in `_fp_create_certificates`**
+
+In `_fp_create_certificates`, immediately before `cert = Cert.create(vals)` (line 2784), add:
+
+```python
+                if 'part_line_ids' in Cert._fields:
+                    part_cmds = self._fp_build_cert_part_commands()
+                    if part_cmds:
+                        vals['part_line_ids'] = part_cmds
+```
+
+- [ ] **Step 5: Requirement union over all parts**
+
+In `_resolve_required_cert_types` (Step 1, ~line 611-642), replace the single-part read with a union across all parts on the job. Change the Step-1 block so `wanted` is the union of each line's part-level requirement (falling back to the partner inherit set computed once):
+
+```python
+        # ---- Step 1 — partner + part baseline (union across all parts) ----
+        def _partner_inherit_set():
+            s = set()
+            p = self.partner_id
+            if p:
+                if p.x_fc_send_coc:
+                    s.add('coc')
+                if p.x_fc_send_thickness_report:
+                    s.add('thickness_report')
+                if 'x_fc_send_nadcap_cert' in p._fields and p.x_fc_send_nadcap_cert:
+                    s.add('nadcap_cert')
+                if 'x_fc_send_mill_test' in p._fields and p.x_fc_send_mill_test:
+                    s.add('mill_test')
+                if 'x_fc_send_customer_specific' in p._fields and p.x_fc_send_customer_specific:
+                    s.add('customer_specific')
+            return s
+
+        def _explicit_set(req):
+            return {
+                'none': set(), 'coc': {'coc'},
+                'coc_thickness': {'coc', 'thickness_report'},
+            }.get(req, {'coc'})
+
+        parts = self._fp_cert_source_lines().mapped('x_fc_part_catalog_id')
+        if not parts and self.part_catalog_id:
+            parts = self.part_catalog_id
+        wanted = set()
+        inherit = None
+        for part in (parts or [False]):
+            req = (part.certificate_requirement
+                   if part and 'certificate_requirement' in part._fields
+                   else 'inherit') or 'inherit'
+            if req == 'inherit':
+                if inherit is None:
+                    inherit = _partner_inherit_set()
+                wanted |= inherit
+            else:
+                wanted |= _explicit_set(req)
+```
+
+Leave Step 2 (recipe suppression) and Step 3 (CoC/thickness bundling) unchanged — they already operate on `wanted`.
+
+- [ ] **Step 6: Run the test — expect PASS**
+
+Run:
+```
+odoo -d <enterprise_test_db> --test-enable \
+     --test-tags /fusion_plating_jobs:TestCombinedCertCreation \
+     -u fusion_plating_jobs --stop-after-init --http-port=0 --gevent-port=0
+```
+Expected: PASS.
+
+- [ ] **Step 7: Static check**
+
+Run:
+```
+docker exec odoo-modsdev-app python3 -m pyflakes /mnt/odoo-modules/fusion_plating/fusion_plating_jobs/models/fp_job.py /mnt/odoo-modules/fusion_plating/fusion_plating_jobs/tests/test_combined_cert_creation.py
+```
+Expected: clean.
+
+- [ ] **Step 8: Commit**
+
+```bash
+git add fusion_plating/fusion_plating_jobs/models/fp_job.py \
+        fusion_plating/fusion_plating_jobs/tests/test_combined_cert_creation.py
+git commit -m "feat(fusion_plating_jobs): multi-part cert creation + requirement union"
+```
+
+---
+
+### Task 4: CoC report renders the parts table as a loop
+
+**Files:**
+- Modify: `fusion_plating_reports/report/report_coc.xml` (tbody at lines 297-321)
+
+- [ ] **Step 1: Replace the single hard-coded row with a loop + fallback**
+
+Replace the `<tbody>...</tbody>` block (lines 297-322) with:
+
+```xml
+                <tbody>
+                    <t t-foreach="doc.part_line_ids" t-as="pl">
+                        <tr>
+                            <td class="text-center" style="line-height: 1.3;">
+                                <div><t t-esc="pl.part_number or '-'"/></div>
+                                <div><t t-esc="pl.part_name or '-'"/></div>
+                                <div><t t-esc="pl.serial or '-'"/></div>
+                            </td>
+                            <td>
+                                <t t-esc="pl.description or doc.process_description or ''"/>
+                                <t t-if="pl.spec_reference">
+                                    <br/><em t-esc="pl.spec_reference"/>
+                                </t>
+                            </td>
+                            <td class="text-center"><t t-esc="doc.po_number or '-'"/></td>
+                            <td class="text-center"><t t-esc="pl.quantity_shipped or 0"/></td>
+                            <td class="text-center"><t t-esc="pl.nc_quantity or 0"/></td>
+                            <td class="text-center"><t t-esc="doc.customer_job_no or '-'"/></td>
+                        </tr>
+                    </t>
+                    <tr t-if="not doc.part_line_ids">
+                        <td class="text-center" style="line-height: 1.3;">
+                            <t t-set="pid" t-value="doc._fp_resolve_part_identity()"/>
+                            <div><t t-esc="pid[0] or '-'"/></div>
+                            <div><t t-esc="pid[1] or '-'"/></div>
+                            <div><t t-esc="pid[2] or '-'"/></div>
+                        </td>
+                        <td>
+                            <t t-set="cust_desc" t-value="doc._fp_resolve_customer_facing_description()"/>
+                            <t t-esc="cust_desc or doc.process_description or ''"/>
+                            <t t-if="doc.spec_reference">
+                                <br/><em t-esc="doc.spec_reference"/>
+                            </t>
+                        </td>
+                        <td class="text-center"><t t-esc="doc.po_number or '-'"/></td>
+                        <td class="text-center"><t t-esc="doc.quantity_shipped or 0"/></td>
+                        <td class="text-center"><t t-esc="doc.nc_quantity or 0"/></td>
+                        <td class="text-center"><t t-esc="doc.customer_job_no or '-'"/></td>
+                    </tr>
+                </tbody>
+```
+
+> Keep `page-break-inside: avoid` on the parent table (line 271-272) unchanged. Each part row is short; the table-level rule already prevents mid-row splits for the typical 1-4 part case.
+
+- [ ] **Step 2: Static check (XML parse)**
+
+Run:
+```
+docker exec odoo-modsdev-app python3 -c "import lxml.etree as e; e.parse('/mnt/odoo-modules/fusion_plating/fusion_plating_reports/report/report_coc.xml'); print('XML OK')"
+```
+Expected: `XML OK`.
+
+- [ ] **Step 3: Commit**
+
+```bash
+git add fusion_plating/fusion_plating_reports/report/report_coc.xml
+git commit -m "feat(fusion_plating_reports): CoC parts table loops part_line_ids"
+```
+
+---
+
+### Task 5: Traveller lists every part in the batch
+
+**Files:**
+- Modify: `fusion_plating_jobs/report/report_fp_job_traveller.xml` (Item Information block, ~lines 116-160)
+
+- [ ] **Step 1: Loop the plating lines in the Item Information cell**
+
+The Item Information `<td>` currently renders `job.part_catalog_id` once (singular). Wrap the per-part rows in a loop over the job's plating lines, falling back to the singular part when no lines are linked. Replace the singular part-number / revision / material / name reads (lines ~127-157) with:
+
+```xml
+                                    <t t-set="trav_lines"
+                                       t-value="job.sale_order_line_ids.filtered(lambda l: not l.display_type and ('x_fc_part_catalog_id' in l._fields and l.x_fc_part_catalog_id)) if 'sale_order_line_ids' in job._fields else job.browse([])"/>
+                                    <t t-if="not trav_lines and 'part_catalog_id' in job._fields and job.part_catalog_id">
+                                        <t t-set="trav_parts" t-value="[job.part_catalog_id]"/>
+                                    </t>
+                                    <t t-else="">
+                                        <t t-set="trav_parts" t-value="trav_lines.mapped('x_fc_part_catalog_id')"/>
+                                    </t>
+                                    <t t-foreach="trav_parts" t-as="tp">
+                                        <div style="margin-bottom: 2px;">
+                                            <strong t-esc="tp.part_number or '—'"/>
+                                            <t t-if="'revision' in tp._fields and tp.revision">
+                                                <span> Rev <t t-esc="tp.revision"/></span>
+                                            </t>
+                                            <t t-if="'base_material' in tp._fields and tp.base_material">
+                                                <span> · <t t-esc="tp.base_material"/></span>
+                                            </t>
+                                            <span> · <t t-esc="tp.name or '—'"/></span>
+                                        </div>
+                                    </t>
+```
+
+> This preserves the existing field reads (`part_number`, `revision`, `base_material`, `name`) but emits one line per part. The routing/process table below (one shared recipe) is unchanged. Verify the surrounding `<td>`/column structure still balances after the edit — keep the edit inside the existing Item Information cell.
+
+- [ ] **Step 2: Static check (XML parse)**
+
+Run:
+```
+docker exec odoo-modsdev-app python3 -c "import lxml.etree as e; e.parse('/mnt/odoo-modules/fusion_plating/fusion_plating_jobs/report/report_fp_job_traveller.xml'); print('XML OK')"
+```
+Expected: `XML OK`.
+
+- [ ] **Step 3: Commit**
+
+```bash
+git add fusion_plating/fusion_plating_jobs/report/report_fp_job_traveller.xml
+git commit -m "feat(fusion_plating_jobs): traveller lists all parts in the batch"
+```
+
+---
+
+### Task 6: Grouping by recipe structural signature (the switch)
+
+**Files:**
+- Modify: `fusion_plating_jobs/models/sale_order.py` (`_fp_auto_create_job` groups block, lines 439-470)
+- Test: `fusion_plating_jobs/tests/test_wo_recipe_grouping.py`
+
+- [ ] **Step 1: Write the failing tests**
+
+```python
+# fusion_plating_jobs/tests/test_wo_recipe_grouping.py
+# -*- coding: utf-8 -*-
+from odoo.tests.common import TransactionCase
+
+
+class TestWoRecipeGrouping(TransactionCase):
+    def setUp(self):
+        super().setUp()
+        self.SO = self.env['sale.order']
+        self.Node = self.env['fusion.plating.process.node']
+
+    def _recipe(self, name, step_names):
+        root = self.Node.create({'name': name, 'node_type': 'recipe'})
+        seq = 10
+        for sn in step_names:
+            self.Node.create({
+                'name': sn, 'node_type': 'step',
+                'parent_id': root.id, 'sequence': seq})
+            seq += 10
+        return root
+
+    def test_identical_structure_same_signature(self):
+        r1 = self._recipe('ENP — PART-A', ['Soak Clean', 'Rinse', 'E-Nickel'])
+        r2 = self._recipe('ENP — PART-B', ['Soak Clean', 'Rinse', 'E-Nickel'])
+        self.assertEqual(
+            self.SO._fp_recipe_signature(r1),
+            self.SO._fp_recipe_signature(r2),
+            'clones with identical steps share a signature')
+
+    def test_different_structure_different_signature(self):
+        r1 = self._recipe('ENP — A', ['Soak Clean', 'Rinse', 'E-Nickel'])
+        r2 = self._recipe('CHROME — B', ['Etch', 'Plate'])
+        self.assertNotEqual(
+            self.SO._fp_recipe_signature(r1),
+            self.SO._fp_recipe_signature(r2))
+
+    def test_so_groups_same_structure_into_one_wo(self):
+        partner = self.env['res.partner'].create({'name': 'G'})
+        product = self.env['product.product'].create({'name': 'P'})
+        pa = self.env['fp.part.catalog'].create({
+            'name': 'A', 'partner_id': partner.id, 'part_number': 'A'})
+        pb = self.env['fp.part.catalog'].create({
+            'name': 'B', 'partner_id': partner.id, 'part_number': 'B'})
+        pc = self.env['fp.part.catalog'].create({
+            'name': 'C', 'partner_id': partner.id, 'part_number': 'C'})
+        r1 = self._recipe('ENP — A', ['Soak Clean', 'Rinse'])
+        r2 = self._recipe('ENP — B', ['Soak Clean', 'Rinse'])     # same structure
+        r3 = self._recipe('CHROME — C', ['Etch', 'Plate'])        # different
+        so = self.env['sale.order'].create({
+            'partner_id': partner.id,
+            'order_line': [
+                (0, 0, {'product_id': product.id, 'product_uom_qty': 1,
+                        'x_fc_part_catalog_id': pa.id,
+                        'x_fc_process_variant_id': r1.id}),
+                (0, 0, {'product_id': product.id, 'product_uom_qty': 1,
+                        'x_fc_part_catalog_id': pb.id,
+                        'x_fc_process_variant_id': r2.id}),
+                (0, 0, {'product_id': product.id, 'product_uom_qty': 1,
+                        'x_fc_part_catalog_id': pc.id,
+                        'x_fc_process_variant_id': r3.id}),
+            ],
+        })
+        so._fp_auto_create_job()
+        jobs = self.env['fp.job'].search([('sale_order_id', '=', so.id)])
+        self.assertEqual(len(jobs), 2, 'A+B merge, C separate')
+        sizes = sorted(len(j.sale_order_line_ids) for j in jobs)
+        self.assertEqual(sizes, [1, 2])
+
+    def test_masking_toggle_splits_same_structure(self):
+        partner = self.env['res.partner'].create({'name': 'M'})
+        product = self.env['product.product'].create({'name': 'P'})
+        pa = self.env['fp.part.catalog'].create({
+            'name': 'A', 'partner_id': partner.id, 'part_number': 'A'})
+        pb = self.env['fp.part.catalog'].create({
+            'name': 'B', 'partner_id': partner.id, 'part_number': 'B'})
+        r1 = self._recipe('ENP — A', ['Soak Clean', 'Rinse'])
+        r2 = self._recipe('ENP — B', ['Soak Clean', 'Rinse'])
+        so = self.env['sale.order'].create({
+            'partner_id': partner.id,
+            'order_line': [
+                (0, 0, {'product_id': product.id, 'product_uom_qty': 1,
+                        'x_fc_part_catalog_id': pa.id,
+                        'x_fc_process_variant_id': r1.id,
+                        'x_fc_masking_enabled': True}),
+                (0, 0, {'product_id': product.id, 'product_uom_qty': 1,
+                        'x_fc_part_catalog_id': pb.id,
+                        'x_fc_process_variant_id': r2.id,
+                        'x_fc_masking_enabled': False}),
+            ],
+        })
+        so._fp_auto_create_job()
+        jobs = self.env['fp.job'].search([('sale_order_id', '=', so.id)])
+        self.assertEqual(len(jobs), 2, 'masking on vs off must not merge')
+```
+
+- [ ] **Step 2: Run them — expect FAIL**
+
+Run:
+```
+odoo -d <enterprise_test_db> --test-enable \
+     --test-tags /fusion_plating_jobs:TestWoRecipeGrouping \
+     -u fusion_plating_jobs --stop-after-init --http-port=0 --gevent-port=0
+```
+Expected: FAIL — `_fp_recipe_signature` does not exist yet.
+
+- [ ] **Step 3: Add the signature helpers on `sale.order`**
+
+In `fusion_plating_jobs/models/sale_order.py`, add these methods (near `_fp_resolve_recipe_for_line`):
+
+```python
+    def _fp_recipe_signature(self, recipe):
+        """Hashable structural signature of a recipe's step tree.
+
+        Two recipes with the same signature have identical processing
+        steps and can share one work order. Excludes the recipe ROOT
+        (its name carries the per-part ' — <part#>' suffix) and all
+        numeric targets — those are per-part attestation data on the
+        cert, not a batch splitter. Returns None for a missing recipe.
+        """
+        if not recipe:
+            return None
+        Node = self.env['fusion.plating.process.node']
+        kids = Node.search(
+            [('id', 'child_of', recipe.id),
+             ('node_type', 'in', ('sub_process', 'operation', 'step'))],
+            order='parent_path, sequence')
+        return tuple(
+            (k.node_type,
+             (k.kind_id.code if k.kind_id else '') or '',
+             (k.name or '').strip().lower())
+            for k in kids)
+
+    def _fp_line_express_signature(self, line):
+        """Per-line Express toggles that change which steps exist:
+        masking on/off and bake present/absent. Lines differing here
+        must not merge (the shared WO would silently drop one part's
+        masking or bake step). Free-text bake instructions are NOT in
+        the signature — both-present lines merge and the bake step
+        carries the last applied line's text (known Phase-1 limit)."""
+        F = line._fields
+        masking = bool(line.x_fc_masking_enabled) if 'x_fc_masking_enabled' in F else True
+        has_bake = bool((line.x_fc_bake_instructions or '').strip()) \
+            if 'x_fc_bake_instructions' in F else False
+        return (masking, has_bake)
+
+    def _fp_line_group_key(self, line):
+        """WO grouping key. Lines with the same key ride one work order."""
+        recipe = self._fp_resolve_recipe_for_line(line)
+        if not recipe:
+            return ('no_recipe', line.id)        # never merges
+        return ('recipe',
+                self._fp_recipe_signature(recipe),
+                self._fp_line_express_signature(line))
+```
+
+- [ ] **Step 4: Replace the grouping loop**
+
+In `_fp_auto_create_job`, replace the `groups`-building block (lines 445-470, the `unrecipe_idx`/5-tuple-key logic) with:
+
+```python
+        # Group by recipe structural signature (+ per-line masking/bake
+        # toggles). Lines whose recipes have identical steps collapse onto
+        # one WO; no-recipe lines stay separate. See spec
+        # 2026-06-03-wo-grouping-by-recipe-combined-cert-design.md.
+        groups = {}
+        for line in plating_lines:
+            key = self._fp_line_group_key(line)
+            groups[key] = groups.get(key, self.env['sale.order.line']) | line
+```
+
+Everything after (the `ordered_keys = sorted(...)` block at line 473 onward) is unchanged — it still derives `n_groups`, names WOs `WO-<parent>` / `WO-<parent>-NN`, and builds one job per group carrying `sale_order_line_ids`.
+
+- [ ] **Step 5: Run the tests — expect PASS**
+
+Run:
+```
+odoo -d <enterprise_test_db> --test-enable \
+     --test-tags /fusion_plating_jobs:TestWoRecipeGrouping \
+     -u fusion_plating_jobs --stop-after-init --http-port=0 --gevent-port=0
+```
+Expected: PASS (4 tests).
+
+- [ ] **Step 6: Static check**
+
+Run:
+```
+docker exec odoo-modsdev-app python3 -m pyflakes /mnt/odoo-modules/fusion_plating/fusion_plating_jobs/models/sale_order.py /mnt/odoo-modules/fusion_plating/fusion_plating_jobs/tests/test_wo_recipe_grouping.py
+```
+Expected: clean.
+
+- [ ] **Step 7: Commit**
+
+```bash
+git add fusion_plating/fusion_plating_jobs/models/sale_order.py \
+        fusion_plating/fusion_plating_jobs/tests/test_wo_recipe_grouping.py
+git commit -m "feat(fusion_plating_jobs): group WOs by recipe step structure"
+```
+
+---
+
+### Task 7: Migration backfill + version bumps
+
+**Files:**
+- Create: `fusion_plating_jobs/migrations/19.0.12.2.0/post-migrate.py`
+- Modify: `fusion_plating_jobs/__manifest__.py` (`19.0.12.1.6` → `19.0.12.2.0`)
+- Modify: `fusion_plating_certificates/__manifest__.py` (`19.0.9.3.0` → `19.0.10.0.0`)
+- Modify: `fusion_plating_reports/__manifest__.py` (`19.0.11.34.0` → `19.0.11.35.0`)
+
+- [ ] **Step 1: Write the backfill migration**
+
+```python
+# fusion_plating_jobs/migrations/19.0.12.2.0/post-migrate.py
+# -*- coding: utf-8 -*-
+# Backfill one fp.certificate.part per existing certificate from its
+# legacy singular fields, so pre-existing certs render identically under
+# the new multi-part CoC. Lives in fusion_plating_jobs (not certificates)
+# because it reads x_fc_job_id, a jobs-module field; the part-line table
+# itself is created by the certificates upgrade, which runs first.
+import logging
+
+from odoo import api, SUPERUSER_ID
+
+_logger = logging.getLogger(__name__)
+
+
+def migrate(cr, version):
+    env = api.Environment(cr, SUPERUSER_ID, {})
+    if 'fp.certificate.part' not in env:
+        return
+    certs = env['fp.certificate'].search([])
+    made = 0
+    for cert in certs:
+        if cert.part_line_ids:
+            continue
+        try:
+            pid = cert._fp_resolve_part_identity()   # (number, name, serials)
+        except Exception:
+            pid = ('', '', '')
+        job = cert.x_fc_job_id if 'x_fc_job_id' in cert._fields else False
+        part = job.part_catalog_id if (job and 'part_catalog_id' in job._fields) else False
+        try:
+            desc = cert._fp_resolve_customer_facing_description() or cert.process_description or ''
+        except Exception:
+            desc = cert.process_description or ''
+        env['fp.certificate.part'].create({
+            'certificate_id': cert.id, 'sequence': 10,
+            'part_catalog_id': part.id if part else False,
+            'part_number': cert.part_number or (pid[0] or ''),
+            'part_name': pid[1] or '',
+            'description': desc,
+            'serial': pid[2] or '',
+            'customer_spec_id': cert.customer_spec_id.id if cert.customer_spec_id else False,
+            'spec_reference': cert.spec_reference or '',
+            'quantity_shipped': cert.quantity_shipped or 0,
+            'nc_quantity': cert.nc_quantity or 0,
+        })
+        made += 1
+    _logger.info('fp.certificate.part backfill: created %s part-line(s)', made)
+```
+
+- [ ] **Step 2: Bump versions**
+
+`fusion_plating_jobs/__manifest__.py`: `'version': '19.0.12.1.6',` → `'version': '19.0.12.2.0',`
+`fusion_plating_certificates/__manifest__.py`: `'version': '19.0.9.3.0',` → `'version': '19.0.10.0.0',`
+`fusion_plating_reports/__manifest__.py`: `'version': '19.0.11.34.0',` → `'version': '19.0.11.35.0',`
+
+- [ ] **Step 3: Static check**
+
+Run:
+```
+docker exec odoo-modsdev-app python3 -m pyflakes /mnt/odoo-modules/fusion_plating/fusion_plating_jobs/migrations/19.0.12.2.0/post-migrate.py
+```
+Expected: clean.
+
+- [ ] **Step 4: Commit**
+
+```bash
+git add fusion_plating/fusion_plating_jobs/migrations/19.0.12.2.0/post-migrate.py \
+        fusion_plating/fusion_plating_jobs/__manifest__.py \
+        fusion_plating/fusion_plating_certificates/__manifest__.py \
+        fusion_plating/fusion_plating_reports/__manifest__.py
+git commit -m "feat(fusion_plating): cert backfill migration + version bumps"
+```
+
+---
+
+### Task 8: Verification (Enterprise env + read-only entech smoke)
+
+**Files:** none (verification only).
+
+- [ ] **Step 1: Full suite on the Enterprise test env**
+
+Run:
+```
+odoo -d <enterprise_test_db> --test-enable --test-tags /fusion_plating_jobs \
+     -u fusion_plating_jobs,fusion_plating_certificates,fusion_plating_reports \
+     --stop-after-init --http-port=0 --gevent-port=0
+```
+Expected: exit 0; the new grouping + cert tests pass; no regressions in existing `fusion_plating_jobs` tests.
+
+- [ ] **Step 2: Read-only signature re-run on entech (prod-safe)**
+
+Confirm the four real orders collapse. In `odoo shell -d admin` on entech (read-only — no commit):
+
+```python
+SO = env['sale.order']
+for name in ('SO-30092', 'SO-30083', 'SO-30079', 'SO-30071'):
+    so = SO.search([('name', '=', name)], limit=1)
+    if not so:
+        continue
+    lines = so.order_line.filtered(lambda l: l.x_fc_part_catalog_id)
+    keys = {SO._fp_line_group_key(l) for l in lines}
+    print(name, 'lines=%d' % len(lines), 'groups=%d' % len(keys))
+# Expect: each prints groups=1
+```
+
+- [ ] **Step 3: Write-path smoke (clone / odoo-trial — NOT prod)**
+
+On a non-prod Enterprise DB: create an SO with 3 lines (2 sharing a structurally-identical recipe, 1 different) for a partner with `x_fc_send_coc=True`; confirm it; verify (a) **2** `fp.job` records, (b) the merged job has 2 `sale_order_line_ids`, (c) closing the merged job produces **one** CoC with **2** `part_line_ids`, (d) the rendered CoC PDF shows 2 part rows, (e) a migrated legacy single-part cert still renders one row.
+
+- [ ] **Step 4: Mark plan complete**
+
+All boxes checked, suite green, entech smoke shows `groups=1` for the four orders → ready to deploy (entech upgrade of the three modules, per the standard deploy recipe in CLAUDE.md).
+
+---
+
+## Self-review (completed by plan author)
+
+- **Spec coverage:** grouping signature (Task 6) ✓; combined cert + per-part lines (Tasks 1-3) ✓; CoC report loop (Task 4) ✓; traveller (Task 5) ✓; migration backfill (Task 7) ✓; requirement union (Task 3) ✓; locked decisions (NC=0 editable, union lists all parts, masking/bake split) encoded in Tasks 3 & 6 ✓. Phase 2 (per-part thickness, per-part stickers) intentionally out of scope.
+- **Placeholder scan:** no TBD/TODO; every code step shows complete code; `<enterprise_test_db>` is an explicit env parameter (documented in the Testing model), not a code placeholder.
+- **Type/name consistency:** `_fp_recipe_signature` / `_fp_line_express_signature` / `_fp_line_group_key` (Task 6) match their uses; `fp.certificate.part` fields (Task 1) match the part-line build (Task 3), the report (Task 4), and the migration (Task 7); `part_line_ids` used consistently across Tasks 1-4 & 7.
+- **Known limitation (documented in code):** two same-structure lines that both have bake instructions but different text merge; the shared bake step carries the last applied line's text. Acceptable for Phase 1.

fusion_plating/docs/superpowers/specs/2026-06-03-wo-grouping-by-recipe-combined-cert-design.md

@@ -0,0 +1,425 @@
+# WO Grouping by Recipe + Combined Multi-Part Certificate
+
+**Date:** 2026-06-03
+**Module(s):** `fusion_plating_jobs`, `fusion_plating_certificates`, `fusion_plating_reports`
+**Author:** Gurpreet (Nexa Systems Inc.)
+**Status:** Approved — ready for implementation plan
+
+## Summary
+
+Today a confirmed sale order with N plating lines creates N work orders
+(`fp.job` / "WO-NNN"), even when every line runs the same plating
+process. The shop wants **one work order per recipe** — different parts
+that go through the same process should ride one traveller and one
+physical batch, splitting into separate WOs **only when the process
+actually differs**.
+
+The blocker is the **Certificate of Conformance**: a `fp.job` carries a
+single `part_catalog_id` / `customer_spec_id`, and the CoC PDF renders
+exactly one part row. Collapsing four parts onto one WO would certify
+only the first and silently ship the other three uncertified — the exact
+"silent mis-attestation" the 2026-05-13 sticker spec was built to
+prevent.
+
+This spec resolves that by making the **certificate multi-part**: one
+combined CoC per WO that lists every part in a table, each with its own
+part #, spec, serial, and quantities. The grouping change and the
+multi-part cert ship together because neither is safe alone.
+
+## Audit findings (live entech, db=admin, read-only, 2026-06-03)
+
+Pulled the real numbers before designing — they overturned the obvious
+"group by `recipe_id`" approach.
+
+| Order | Lines | WOs today | Distinct recipes | WOs after |
+|-------|-------|-----------|------------------|-----------|
+| SO-30092 | 2 | 2 | 2 (`ENP ALUM BASIC HP`) | **1** |
+| SO-30083 | 4 | 4 | 4 (`ENP-STEEL-MP-BASIC`) | **1** |
+| SO-30079 | 4 | 4 | 4 (2 parts × 2 lines) | **1** |
+| SO-30071 | 3 | 3 | 3 (`ENP-STEEL-MP-BASIC`) | **1** |
+
+- 23 confirmed SOs total; 4 are multi-plating-line. 13 plating lines
+  across those 4 orders collapse from **13 WOs → 4 WOs**.
+- **Root cause:** every part gets its own *clone* of a base recipe,
+  renamed `<BASE> — <part#>` (the ` — <suffix>` is stamped by
+  `_clone_subtree` in `fp_part_composer_controller.py`). So each line
+  resolves to a *distinct* `fusion.plating.process.node` record →
+  grouping by `recipe_id` merges **nothing**.
+- The clones are **byte-identical in structure** — 9 (or 11) descendant
+  nodes, same `node_type` + `kind_id.code` + name in the same order.
+  Verified across all 4 orders. So merging is **faithful**: every part
+  follows the identical steps.
+- `process_type_id` is **empty** on all of them → not a usable signal.
+- `cloned_from_id` exists as a field but is **empty on all 13** lines →
+  not usable for existing data without a backfill.
+- **13 existing `fp.certificate` rows** → migration size.
+
+**Conclusion:** the only signals that work on real data are *identical
+step structure* and *shared base-name prefix*. We group by **identical
+step structure** (truthful, naming-independent, no backfill).
+
+## Locked decisions (from brainstorming, 2026-06-03)
+
+| Q | Decision |
+|---|----------|
+| One WO covers many parts — how do certs work? | **One combined cert** listing every part in a table. |
+| How much varies between parts in one order? | **Varies by order** → build the full per-part model (handles uniform and per-part-divergent orders). |
+| Is "same recipe" one shared record or per-part copies? | **Audited:** per-part clones, structurally identical. Group by structure, not record id. |
+| Grouping signal? | **Identical step structure** (recipe structural signature). |
+| Two recipes "the same"? | Same `node_type` + `kind_id.code` + name sequence across descendant steps. Numeric targets (thickness/temp/time) are **excluded** — they're per-part attestation data on the cert, not a batch splitter. |
+
+## Goals / non-goals
+
+**Goals**
+- One WO per distinct plating process; same-process parts share one WO.
+- A single combined CoC per WO listing each part's own identity + spec +
+  quantities.
+- No silent loss of any part's certification when parts share a WO.
+- Per-part masking/bake differences split the WO (never silently merge).
+- Existing WOs and certs keep working unchanged; the 13 existing certs
+  render identically after migration.
+
+**Non-goals**
+- Re-grouping already-created WOs (only new confirmations regroup).
+- Removing the per-part recipe-cloning mechanism (root-cause fix to the
+  Part Composer — separate, larger, riskier; out of scope).
+- Per-part thickness rendering, per-part box stickers, per-part issue
+  gate → **Phase 2** (see below).
+- Per-physical-box serial tracking (unchanged from prior specs).
+
+## Architecture
+
+### Phase 1 — compliance-safe MVP
+
+#### Change 1 — Grouping by recipe structural signature
+
+File: `fusion_plating_jobs/models/sale_order.py`, method
+`_fp_auto_create_job` (the `groups` block around line 439-470).
+
+Replace the 5-tuple key `(recipe, part, spec, thickness, serial)` with a
+**structural signature** key. New helpers on `sale.order`:
+
+```python
+def _fp_recipe_signature(self, recipe):
+    """Hashable structural signature of a recipe's step tree.
+
+    Two recipes with the same signature have identical processing
+    steps and can share one work order. Excludes the recipe ROOT name
+    (carries the per-part ' — <part#>' suffix) and all numeric targets
+    (thickness/temp/time/voltage) — those are per-part attestation
+    data captured on the cert, not a reason to split the batch.
+    Returns None for a missing recipe.
+    """
+    if not recipe:
+        return None
+    Node = self.env['fusion.plating.process.node']
+    kids = Node.search(
+        [('id', 'child_of', recipe.id),
+         ('node_type', 'in', ('sub_process', 'operation', 'step'))],
+        order='parent_path, sequence')
+    return tuple(
+        (k.node_type,
+         (k.kind_id.code if k.kind_id else '') or '',
+         (k.name or '').strip().lower())
+        for k in kids)
+
+def _fp_line_express_signature(self, line):
+    """Per-line Express override flags that change physical processing
+    (masking on/off, bake setpoint/duration, etc.). Lines that differ
+    here must NOT merge even when the recipe structure matches, or the
+    shared WO would silently drop one part's masking/bake.
+
+    The exact field set is enumerated from sale.order.line's Express
+    Orders fields at implementation time (x_fc_masking_enabled + the
+    bake override fields); all reads are field-guarded.
+    """
+    F = line._fields
+    bits = []
+    for fname in self._FP_EXPRESS_OVERRIDE_FIELDS:
+        if fname in F:
+            bits.append((fname, line[fname]))
+    return tuple(bits)
+
+def _fp_line_group_key(self, line):
+    recipe = self._fp_resolve_recipe_for_line(line)
+    if not recipe:
+        return ('no_recipe', line.id)        # never merges
+    return ('recipe',
+            self._fp_recipe_signature(recipe),
+            self._fp_line_express_signature(line))
+```
+
+The grouping loop becomes:
+
+```python
+groups = {}
+for line in plating_lines:
+    key = self._fp_line_group_key(line)
+    groups[key] = groups.get(key, self.env['sale.order.line']) | line
+```
+
+Everything downstream of `groups` is unchanged: `ordered_keys` still
+sorts by min line sequence, `n_groups` still drives single-vs-suffixed
+WO naming (`WO-<parent>` vs `WO-<parent>-NN`), and the per-group job
+create loop already sums qty, carries `sale_order_line_ids`, and copies
+SO header fields.
+
+**Representative recipe:** the WO's `recipe_id` is the first line's
+recipe in the group. Because every recipe in the group is structurally
+identical, step generation (`fp.job.action_confirm` →
+`_generate_steps_from_recipe`) produces the correct steps for all parts.
+
+**Job singular fields:** `part_catalog_id` / `customer_spec_id` keep
+pointing at the first line's values (display + back-compat). The
+per-part truth lives in `sale_order_line_ids` and the cert part-lines.
+
+#### Change 2 — `fp.certificate.part` (new child model)
+
+File: `fusion_plating_certificates/models/fp_certificate_part.py` (new).
+
+```python
+class FpCertificatePart(models.Model):
+    _name = 'fp.certificate.part'
+    _description = 'Certificate Part Line'
+    _order = 'certificate_id, sequence, id'
+
+    certificate_id = fields.Many2one(
+        'fp.certificate', required=True, ondelete='cascade', index=True)
+    sequence = fields.Integer(default=10)
+    sale_order_line_id = fields.Many2one('sale.order.line')   # traceability
+    part_catalog_id = fields.Many2one('fp.part.catalog')
+    part_number = fields.Char()        # snapshot
+    part_name = fields.Char()          # snapshot of catalog .name
+    description = fields.Char()         # customer-facing description snapshot
+    serial = fields.Char()             # comma-joined serial names snapshot
+    customer_spec_id = fields.Many2one('fusion.plating.customer.spec')
+    spec_reference = fields.Char()     # snapshot 'CODE Rev X'
+    quantity_shipped = fields.Integer()
+    nc_quantity = fields.Integer()
+    # Phase 2: thickness_reading_ids (inverse certificate_part_id)
+```
+
+On `fp.certificate`:
+
+```python
+part_line_ids = fields.One2many(
+    'fp.certificate.part', 'certificate_id', string='Parts')
+```
+
+Views: add an editable `part_line_ids` list to the certificate form
+(so the issuer can review/adjust before issuing). ACL rows for
+`fp.certificate.part` mirror `fp.certificate`'s groups (operator read +
+manager write, matching the existing cert ACL).
+
+#### Change 3 — `_fp_create_certificates` fills part-lines
+
+File: `fusion_plating_jobs/models/fp_job.py` (method around line 2716).
+
+- **Requirement union** — `_resolve_required_cert_types` currently reads
+  the *first* part's `certificate_requirement`. Walk **all** plating
+  lines on the job; union each part's wanted set (part-level override
+  else partner inherit). Recipe suppression + CoC/thickness bundling are
+  unchanged (uniform — one recipe per WO).
+- **Cert create** — still one cert per resulting type. Cert-level fields
+  (po_number, customer_job_no, process_description = base recipe name,
+  certified_by_id, contact, entech_wo_number, sale_order_id, x_fc_job_id)
+  unchanged. **Legacy singular fields** (part_number, spec_reference,
+  quantity_shipped, nc_quantity) keep being set from the **first** line
+  for back-compat.
+- **Part-lines** — build one `fp.certificate.part` per plating line on
+  the job (`_fp_cert_source_lines()` = `sale_order_line_ids` filtered to
+  lines with a part):
+
+```python
+seq = 10
+part_cmds = []
+for sol in self._fp_cert_source_lines():
+    part = sol.x_fc_part_catalog_id
+    spec = sol.x_fc_customer_spec_id if 'x_fc_customer_spec_id' in sol._fields else False
+    part_cmds.append((0, 0, {
+        'sequence': seq,
+        'sale_order_line_id': sol.id,
+        'part_catalog_id': part.id if part else False,
+        'part_number': (part.part_number if part else '') or '',
+        'part_name': (part.name if part else '') or '',
+        'description': sol.fp_customer_description()
+                       if hasattr(sol, 'fp_customer_description') else (sol.name or ''),
+        'serial': ', '.join(sol.x_fc_serial_ids.mapped('name'))
+                  if 'x_fc_serial_ids' in sol._fields else '',
+        'customer_spec_id': spec.id if spec else False,
+        'spec_reference': self._fp_format_spec_ref(spec),
+        'quantity_shipped': int(sol.product_uom_qty or 0),
+        'nc_quantity': 0,
+    }))
+    seq += 10
+vals['part_line_ids'] = part_cmds
+```
+
+**Per-part quantities:** `quantity_shipped` defaults to the **line**
+qty (naturally per-part). `nc_quantity` defaults to **0** — scrap /
+visual rejects are tracked at job level only, not per part, so we do not
+auto-split them; the issuer edits per-part NC at issue if needed. The
+job-level NC total remains on the cert's legacy `nc_quantity` field.
+
+**Idempotency:** the existing per-type idempotency guard is unchanged;
+re-running `_fp_create_certificates` does not duplicate certs or lines.
+
+#### Change 4 — CoC report renders the parts table as a loop
+
+File: `fusion_plating_reports/report/report_coc.xml` (tbody at line
+297-321).
+
+```xml
+<tbody>
+    <t t-foreach="doc.part_line_ids" t-as="pl">
+        <tr>
+            <td class="text-center" style="line-height: 1.3;">
+                <div><t t-esc="pl.part_number or '-'"/></div>
+                <div><t t-esc="pl.part_name or '-'"/></div>
+                <div><t t-esc="pl.serial or '-'"/></div>
+            </td>
+            <td>
+                <t t-esc="pl.description or doc.process_description or ''"/>
+                <t t-if="pl.spec_reference"><br/><em t-esc="pl.spec_reference"/></t>
+            </td>
+            <td class="text-center"><t t-esc="doc.po_number or '-'"/></td>
+            <td class="text-center"><t t-esc="pl.quantity_shipped or 0"/></td>
+            <td class="text-center"><t t-esc="pl.nc_quantity or 0"/></td>
+            <td class="text-center"><t t-esc="doc.customer_job_no or '-'"/></td>
+        </tr>
+    </t>
+    <!-- Defensive fallback: legacy cert with no part-lines (should not
+         occur post-migration) renders the old single row. -->
+    <tr t-if="not doc.part_line_ids">
+        ... existing _fp_resolve_part_identity() / _fp_resolve_customer_facing_description() row ...
+    </tr>
+</tbody>
+```
+
+Process / PO / Customer-Job columns: PO and Customer Job No. are SO-level
+(uniform), kept cert-level. The Process column shows each part's own
+customer-facing description + spec_reference (per 2026-05-28 policy).
+`page-break-inside: avoid` stays on each `<tr>` (per CLAUDE.md) so a part
+row never splits across a page.
+
+#### Change 5 — Traveller lists all parts
+
+File: `fusion_plating_jobs/report/report_fp_job_traveller.xml`.
+
+The Item Information block today shows one part (`job.part_catalog_id`).
+Loop `job.sale_order_line_ids` (plating lines) so the operator sees every
+part in the batch with its qty. The routing/process table is unchanged
+(one shared recipe). Field reads stay defensively guarded.
+
+#### Change 6 — Migration backfill
+
+File: `fusion_plating_certificates/migrations/<new-version>/post-migrate.py`.
+
+For each existing `fp.certificate` with no `part_line_ids`, create one
+part-line from its current singular fields so old certs render
+identically:
+
+```python
+for cert in env['fp.certificate'].search([]):
+    if cert.part_line_ids:
+        continue
+    pid = cert._fp_resolve_part_identity()   # (number, name, serials)
+    env['fp.certificate.part'].create({
+        'certificate_id': cert.id, 'sequence': 10,
+        'part_catalog_id': (cert.x_fc_job_id.part_catalog_id.id
+                            if cert.x_fc_job_id and cert.x_fc_job_id.part_catalog_id else False),
+        'part_number': cert.part_number or (pid[0] or ''),
+        'part_name': pid[1] or '',
+        'description': cert._fp_resolve_customer_facing_description() or cert.process_description or '',
+        'serial': pid[2] or '',
+        'customer_spec_id': cert.customer_spec_id.id if cert.customer_spec_id else False,
+        'spec_reference': cert.spec_reference or '',
+        'quantity_shipped': cert.quantity_shipped or 0,
+        'nc_quantity': cert.nc_quantity or 0,
+    })
+```
+
+Idempotent (skips certs that already have part-lines). 13 certs → 13
+single-part certs.
+
+### Phase 2 — per-part refinement (separate plan)
+
+- **Per-part thickness:** add `certificate_part_id` to
+  `fp.thickness.reading`; associate readings + page-2 Fischerscope PDF
+  merges per part; render a per-part thickness block under each part row;
+  extend the `action_issue` thickness gate to require data on each part
+  that needs thickness.
+- **Per-part box stickers:** today's consolidated "Multiple Line Items"
+  sticker gains per-part detail / per-part labels.
+- **Cert form polish:** richer part-line editing UX.
+
+Phase 2 is deferred and gets its own spec + plan once Phase 1 is live and
+validated on entech.
+
+## Files touched (Phase 1)
+
+| # | File | Change |
+|---|------|--------|
+| 1 | `fusion_plating_jobs/models/sale_order.py` | New `_fp_recipe_signature` / `_fp_line_express_signature` / `_fp_line_group_key`; rewrite the `groups` key; define `_FP_EXPRESS_OVERRIDE_FIELDS`. |
+| 2 | `fusion_plating_certificates/models/fp_certificate_part.py` | New model. |
+| 3 | `fusion_plating_certificates/models/fp_certificate.py` | `part_line_ids` O2M. |
+| 4 | `fusion_plating_certificates/models/__init__.py` | import new model. |
+| 5 | `fusion_plating_certificates/security/ir.model.access.csv` | ACL for `fp.certificate.part`. |
+| 6 | `fusion_plating_certificates/views/fp_certificate_views.xml` | Part-lines list on the cert form. |
+| 7 | `fusion_plating_jobs/models/fp_job.py` | `_resolve_required_cert_types` union over all parts; `_fp_cert_source_lines`; `_fp_format_spec_ref`; part-line build in `_fp_create_certificates`. |
+| 8 | `fusion_plating_reports/report/report_coc.xml` | tbody loop over `part_line_ids` + legacy fallback row. |
+| 9 | `fusion_plating_jobs/report/report_fp_job_traveller.xml` | Item Information loops all parts. |
+| 10 | `fusion_plating_certificates/migrations/<ver>/post-migrate.py` | Backfill one part-line per existing cert. |
+| 11 | `__manifest__.py` × (jobs, certificates, reports) | Version bumps. |
+
+## Migration
+
+- New `fp.certificate.part` table created on install/upgrade.
+- Post-migrate backfills the 13 existing certs (idempotent).
+- Existing jobs/WOs untouched — `_fp_auto_create_job`'s `if existing:
+  return` guard means only **new** confirmations regroup.
+- No re-grouping tool for open orders in Phase 1 (out of scope; can be a
+  one-off odoo-shell script later if the shop wants it).
+
+## Testing
+
+These modules require Enterprise deps and **cannot install on the local
+Community box** (`fusion_plating` shows `installed=0` on `modsdev`), so:
+
+- **Static checks (local):** `pyflakes` on every changed `.py`; lxml
+  parse on changed XML; `node --check` not needed (no JS).
+- **Unit (where installable):** the grouping helpers are pure functions
+  of a recipe/line — `_fp_recipe_signature` returns equal tuples for two
+  structurally-identical recipes and unequal for divergent ones;
+  `_fp_line_group_key` merges same-structure lines and splits on
+  differing express overrides.
+- **Live verification (entech via odoo shell, read-only first):**
+  1. Re-run the audit signature on SO-30083/30079/30071/30092 →
+     confirm each collapses to 1 group.
+  2. On a **clone** (or a fresh test SO), confirm SO with 4 same-process
+     lines → 1 WO carrying 4 `sale_order_line_ids`; SO with 2 different
+     processes → 2 WOs.
+  3. Confirm `_fp_create_certificates` produces one CoC with 4
+     part-lines; render the CoC PDF → 4 part rows, correct per-part
+     part#/serial/spec/qty.
+  4. Render an existing (migrated) single-part cert → identical to
+     before.
+  5. A line with masking ON + a line with masking OFF, same recipe →
+     **2** WOs (express-signature split).
+
+## Edge cases & open questions
+
+| Item | Decision |
+|------|----------|
+| No-recipe lines | Each its own WO (unchanged). |
+| Same recipe structure, different express masking/bake | **Split** (express signature in the key). |
+| Repeated same part across lines (SO-30079) | One cert part-line **per line** (not per distinct part) — each carries that line's serial/qty. |
+| Part with `certificate_requirement='none'` on a WO whose other part needs a CoC | Combined CoC is produced (union) and **lists all shipped parts** — the cert documents the physical shipment. (Confirmed 2026-06-03.) |
+| Per-part NC qty | Default 0 (job-level scrap not split per part); editable at issue. (Confirmed 2026-06-03.) |
+| Job `part_catalog_id` when multi-part | First line (display/back-compat). |
+| WO naming | `WO-<parent>` (1 group) / `WO-<parent>-NN` (N groups) — unchanged. |
+| Existing open multi-line SOs already split into WOs | Left as-is; no auto re-group. |
+
+**Confirmed during review (2026-06-03):** the union-cert "list all
+shipped parts even if one part opted out" behaviour, and the "per-part
+NC defaults to 0, editable at issue" behaviour are both approved.

fusion_plating/fusion_plating_certificates/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating — Certificates',
-    'version': '19.0.9.3.0',
+    'version': '19.0.10.0.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Certificate registry for CoC, thickness reports, and quality documents.',
     'description': """

fusion_plating/fusion_plating_certificates/models/__init__.py

@@ -5,6 +5,7 @@
 
 from . import fp_thickness_reading
 from . import fp_certificate
+from . import fp_certificate_part
 from . import res_config_settings
 from . import res_partner
 from . import fp_delivery

fusion_plating/fusion_plating_certificates/models/fp_certificate.py

@@ -87,6 +87,10 @@ class FpCertificate(models.Model):
     thickness_reading_ids = fields.One2many(
         'fp.thickness.reading', 'certificate_id', string='Thickness Readings',
     )
+    part_line_ids = fields.One2many(
+        'fp.certificate.part', 'certificate_id', string='Parts',
+        help='One row per part covered by this certificate. Populated at '
+             'cert creation from the work order\'s sale-order lines.')
 
     # ----- Inline Fischerscope PDF upload (cert-local) ----------------------
     # The merge pipeline normally pulls the Fischerscope/XDAL PDF from the

fusion_plating/fusion_plating_certificates/models/fp_certificate_part.py

@@ -0,0 +1,38 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import fields, models
+
+
+class FpCertificatePart(models.Model):
+    """One row per part on a combined Certificate of Conformance.
+
+    A work order can cover several parts that share the same plating
+    process; the combined CoC lists each with its own identity, spec,
+    and quantities. Fields are snapshots taken at cert-creation time.
+    """
+    _name = 'fp.certificate.part'
+    _description = 'Certificate Part Line'
+    _order = 'certificate_id, sequence, id'
+    _rec_name = 'part_number'
+
+    certificate_id = fields.Many2one(
+        'fp.certificate', string='Certificate',
+        required=True, ondelete='cascade', index=True,)
+    sequence = fields.Integer(default=10)
+    sale_order_line_id = fields.Many2one(
+        'sale.order.line', string='Source SO Line',
+        help='The order line this part row was built from (traceability).',)
+    part_catalog_id = fields.Many2one('fp.part.catalog', string='Part')
+    part_number = fields.Char(string='Part Number')      # snapshot
+    part_name = fields.Char(string='Part Name')          # snapshot
+    description = fields.Char(string='Description')        # customer-facing snapshot
+    serial = fields.Char(string='Serial Number(s)')        # comma-joined snapshot
+    customer_spec_id = fields.Many2one(
+        'fusion.plating.customer.spec', string='Customer Spec',)
+    spec_reference = fields.Char(string='Spec Reference')  # snapshot 'CODE Rev X'
+    # Per-part; the parent fp.certificate keeps cert-level legacy totals.
+    quantity_shipped = fields.Integer(string='Qty Shipped')
+    nc_quantity = fields.Integer(string='NC Qty')

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

@@ -11,3 +11,6 @@ access_fp_thickness_upload_wiz_sup,fp.thickness.upload.wiz.supervisor,model_fp_t
 access_fp_thickness_upload_wiz_mgr,fp.thickness.upload.wiz.manager,model_fp_thickness_upload_wizard,fusion_plating.group_fp_manager,1,1,1,1
 access_fp_thickness_upload_wiz_line_sup,fp.thickness.upload.wiz.line.supervisor,model_fp_thickness_upload_wizard_line,fusion_plating.group_fp_shop_manager_v2,1,1,1,1
 access_fp_thickness_upload_wiz_line_mgr,fp.thickness.upload.wiz.line.manager,model_fp_thickness_upload_wizard_line,fusion_plating.group_fp_manager,1,1,1,1
+access_fp_certificate_part_operator,fp.certificate.part.operator,model_fp_certificate_part,fusion_plating.group_fp_technician,1,1,0,0
+access_fp_certificate_part_supervisor,fp.certificate.part.supervisor,model_fp_certificate_part,fusion_plating.group_fp_shop_manager_v2,1,1,1,0
+access_fp_certificate_part_manager,fp.certificate.part.manager,model_fp_certificate_part,fusion_plating.group_fp_manager,1,1,1,1

fusion_plating/fusion_plating_certificates/views/fp_certificate_views.xml

@@ -152,6 +152,21 @@
                                invisible="trend_alert == 'ok'"/>
                     </group>
                     <notebook>
+                        <page string="Parts" name="parts">
+                            <field name="part_line_ids">
+                                <list editable="bottom">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="part_number"/>
+                                    <field name="part_name"/>
+                                    <field name="description"/>
+                                    <field name="serial"/>
+                                    <field name="customer_spec_id"/>
+                                    <field name="spec_reference"/>
+                                    <field name="quantity_shipped"/>
+                                    <field name="nc_quantity"/>
+                                </list>
+                            </field>
+                        </page>
                         <page string="Thickness Readings" name="readings">
                             <field name="thickness_reading_ids">
                                 <list editable="bottom">

fusion_plating/fusion_plating_jobs/__manifest__.py

@@ -3,7 +3,7 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 {
     'name': 'Fusion Plating — Native Jobs',
-    'version': '19.0.12.1.6',
+    'version': '19.0.12.2.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Native plating job model — replaces mrp.production / mrp.workorder bridge.',
     'author': 'Nexa Systems Inc.',

fusion_plating/fusion_plating_jobs/migrations/19.0.12.2.0/post-migrate.py

@@ -0,0 +1,47 @@
+# -*- coding: utf-8 -*-
+# Backfill one fp.certificate.part per existing certificate from its
+# legacy singular fields, so pre-existing certs render identically under
+# the new multi-part CoC. Lives in fusion_plating_jobs (not certificates)
+# because it reads x_fc_job_id, a jobs-module field; the part-line table
+# itself is created by the certificates upgrade, which runs first.
+import logging
+
+from odoo import api, SUPERUSER_ID
+
+_logger = logging.getLogger(__name__)
+
+
+def migrate(cr, version):
+    env = api.Environment(cr, SUPERUSER_ID, {})
+    if 'fp.certificate.part' not in env:
+        return
+    certs = env['fp.certificate'].search([])
+    made = 0
+    for cert in certs:
+        if cert.part_line_ids:
+            continue
+        try:
+            pid = cert._fp_resolve_part_identity()   # (number, name, serials)
+        except Exception:
+            pid = ('', '', '')
+        job = cert.x_fc_job_id if 'x_fc_job_id' in cert._fields else False
+        part = job.part_catalog_id if (job and 'part_catalog_id' in job._fields) else False
+        try:
+            desc = cert._fp_resolve_customer_facing_description() or cert.process_description or ''
+        except Exception:
+            desc = cert.process_description or ''
+        spec = cert.customer_spec_id if 'customer_spec_id' in cert._fields else False
+        env['fp.certificate.part'].create({
+            'certificate_id': cert.id, 'sequence': 10,
+            'part_catalog_id': part.id if part else False,
+            'part_number': cert.part_number or (pid[0] or ''),
+            'part_name': pid[1] or '',
+            'description': desc,
+            'serial': pid[2] or '',
+            'customer_spec_id': spec.id if spec else False,
+            'spec_reference': cert.spec_reference or '',
+            'quantity_shipped': cert.quantity_shipped or 0,
+            'nc_quantity': cert.nc_quantity or 0,
+        })
+        made += 1
+    _logger.info('fp.certificate.part backfill: created %s part-line(s)', made)

fusion_plating/fusion_plating_jobs/models/fp_job.py

@@ -609,38 +609,47 @@ class FpJob(models.Model):
         matches the defensive pattern used elsewhere in this file.
         """
         self.ensure_one()
-        # ---- Step 1 — partner + part baseline ----
+        # ---- Step 1 — partner + part baseline (union across all parts) ----
-        req = (
+        def _partner_inherit_set():
-            self.part_catalog_id
+            s = set()
-            and self.part_catalog_id.certificate_requirement
-        ) or 'inherit'
-        if req == 'inherit':
-            wanted = set()
             p = self.partner_id
             if p:
                 if p.x_fc_send_coc:
-                    wanted.add('coc')
+                    s.add('coc')
                 if p.x_fc_send_thickness_report:
-                    wanted.add('thickness_report')
+                    s.add('thickness_report')
-                # Three aerospace/defence partner toggles. Field guards
+                if 'x_fc_send_nadcap_cert' in p._fields and p.x_fc_send_nadcap_cert:
-                # let this module load even if fusion_plating_certificates
+                    s.add('nadcap_cert')
-                # is at an older version that pre-dates the new fields.
+                if 'x_fc_send_mill_test' in p._fields and p.x_fc_send_mill_test:
-                if ('x_fc_send_nadcap_cert' in p._fields
+                    s.add('mill_test')
-                        and p.x_fc_send_nadcap_cert):
+                if 'x_fc_send_customer_specific' in p._fields and p.x_fc_send_customer_specific:
-                    wanted.add('nadcap_cert')
+                    s.add('customer_specific')
-                if ('x_fc_send_mill_test' in p._fields
+            return s
-                        and p.x_fc_send_mill_test):
+
-                    wanted.add('mill_test')
+        def _explicit_set(req):
-                if ('x_fc_send_customer_specific' in p._fields
+            return {
-                        and p.x_fc_send_customer_specific):
+                'none': set(), 'coc': {'coc'},
-                    wanted.add('customer_specific')
-        else:
-            wanted = {
-                'none':          set(),
-                'coc':           {'coc'},
                 'coc_thickness': {'coc', 'thickness_report'},
             }.get(req, {'coc'})
 
+        parts = self._fp_cert_source_lines().mapped('x_fc_part_catalog_id')
+        if not parts and self.part_catalog_id:
+            parts = self.part_catalog_id
+        if not parts:
+            parts = [False]
+        wanted = set()
+        inherit = None
+        for part in parts:
+            req = (part.certificate_requirement
+                   if part and 'certificate_requirement' in part._fields
+                   else 'inherit') or 'inherit'
+            if req == 'inherit':
+                if inherit is None:
+                    inherit = _partner_inherit_set()
+                wanted |= inherit
+            else:
+                wanted |= _explicit_set(req)
+
         # ---- Step 2 — recipe suppression (suppress-only) ----
         recipe = self.recipe_id
         if recipe:
@@ -2655,6 +2664,58 @@ class FpJob(models.Model):
                     self.name, e,
                 )
 
+    def _fp_cert_source_lines(self):
+        """Plating SO lines this job covers (one cert part-line each)."""
+        self.ensure_one()
+        lines = self.sale_order_line_ids
+        if not lines and self.sale_order_id:
+            lines = self.sale_order_id.order_line
+        return lines.filtered(
+            lambda l: not l.display_type
+            and ('x_fc_part_catalog_id' in l._fields and l.x_fc_part_catalog_id))
+
+    def _fp_format_spec_ref(self, spec):
+        """Format 'CODE Rev X' from a customer spec (or '')."""
+        if not spec:
+            return ''
+        ref = spec.code or ''
+        if 'revision' in spec._fields and spec.revision:
+            ref = (f'{ref} Rev {spec.revision}' if ref
+                   else f'Rev {spec.revision}')
+        return ref
+
+    def _fp_build_cert_part_commands(self):
+        """O2M create commands for fp.certificate.part — one per line."""
+        self.ensure_one()
+        cmds, seq = [], 10
+        for sol in self._fp_cert_source_lines():
+            part = sol.x_fc_part_catalog_id
+            spec = (sol.x_fc_customer_spec_id
+                    if 'x_fc_customer_spec_id' in sol._fields else False)
+            serials = ''
+            if 'x_fc_serial_ids' in sol._fields and sol.x_fc_serial_ids:
+                serials = ', '.join(sol.x_fc_serial_ids.mapped('name'))
+            # fp_customer_description() is a method (configurator), not a
+            # field — use hasattr, not a _fields check.
+            desc = (sol.fp_customer_description()
+                    if hasattr(sol, 'fp_customer_description')
+                    else (sol.name or ''))
+            cmds.append((0, 0, {
+                'sequence': seq,
+                'sale_order_line_id': sol.id,
+                'part_catalog_id': part.id if part else False,
+                'part_number': (part.part_number if part else '') or '',
+                'part_name': (part.name if part else '') or '',
+                'description': desc,
+                'serial': serials,
+                'customer_spec_id': spec.id if spec else False,
+                'spec_reference': self._fp_format_spec_ref(spec),
+                'quantity_shipped': int(sol.product_uom_qty or 0),
+                'nc_quantity': 0,
+            }))
+            seq += 10
+        return cmds
+
     def _fp_create_certificates(self):
         """Auto-create one draft fp.certificate per type returned by
         _resolve_required_cert_types. Idempotent per type — re-running
@@ -2742,10 +2803,7 @@ class FpJob(models.Model):
                 # spec_reference is what action_issue blocks on.
                 # Format spec.code + revision for the cert text.
                 if spec and 'spec_reference' in Cert._fields:
-                    ref = spec.code or ''
+                    ref = self._fp_format_spec_ref(spec)
-                    if spec.revision:
-                        ref = (f'{ref} Rev {spec.revision}'
-                               if ref else f'Rev {spec.revision}')
                     if ref:
                         vals['spec_reference'] = ref
                     if 'customer_spec_id' in Cert._fields:
@@ -2781,6 +2839,10 @@ class FpJob(models.Model):
                     vals['contact_partner_id'] = contact.id
                 if 'entech_wo_number' in Cert._fields:
                     vals['entech_wo_number'] = self.name or ''
+                if 'part_line_ids' in Cert._fields:
+                    part_cmds = self._fp_build_cert_part_commands()
+                    if part_cmds:
+                        vals['part_line_ids'] = part_cmds
                 cert = Cert.create(vals)
                 self.message_post(body=Markup(_(
                     '%(t)s <b>%(n)s</b> auto-created (draft). Issuer '

fusion_plating/fusion_plating_jobs/models/sale_order.py

@@ -395,6 +395,66 @@ class SaleOrder(models.Model):
             return part.recipe_id
         return Node
 
+    def _fp_recipe_signature(self, recipe):
+        """Hashable structural signature of a recipe's step tree.
+
+        Two recipes with the same signature have identical processing
+        steps and can share one work order. Excludes the recipe ROOT
+        (its name carries the per-part ' — <part#>' suffix) and all
+        numeric targets — those are per-part attestation data on the
+        cert, not a batch splitter. Returns None for a missing recipe.
+        """
+        if not recipe:
+            return None
+        Node = self.env['fusion.plating.process.node']
+        kids = Node.search(
+            [('id', 'child_of', recipe.id),
+             ('node_type', 'in', ('sub_process', 'operation', 'step'))],
+            order='parent_path, sequence')
+        return tuple(
+            (k.node_type,
+             (k.kind_id.code if k.kind_id else '') or '',
+             (k.name or '').strip().lower())
+            for k in kids)
+
+    def _fp_line_express_signature(self, line):
+        """Per-line Express toggles that change which steps exist:
+        masking on/off and bake present/absent. Lines differing here
+        must not merge (the shared WO would silently drop one part's
+        masking or bake step). Free-text bake instructions are NOT in
+        the signature — both-present lines merge and the bake step
+        carries the last applied line's text (known Phase-1 limit).
+        When the Express fields are absent on a line's module, masking
+        defaults to True and bake to False, so a non-Express line groups
+        as masking-on / no-bake.
+        """
+        F = line._fields
+        masking = bool(line.x_fc_masking_enabled) if 'x_fc_masking_enabled' in F else True
+        has_bake = bool((line.x_fc_bake_instructions or '').strip()) \
+            if 'x_fc_bake_instructions' in F else False
+        return (masking, has_bake)
+
+    def _fp_line_group_key(self, line, sig_cache=None):
+        """WO grouping key. Lines with the same key ride one work order.
+
+        `sig_cache` (optional) memoises recipe-id -> signature so a
+        multi-line SO doesn't re-search the same recipe tree per line.
+        """
+        recipe = self._fp_resolve_recipe_for_line(line)
+        if not recipe:
+            return ('no_recipe', line.id)        # never merges
+        if sig_cache is None:
+            sig = self._fp_recipe_signature(recipe)
+        else:
+            if recipe.id not in sig_cache:
+                sig_cache[recipe.id] = self._fp_recipe_signature(recipe)
+            sig = sig_cache[recipe.id]
+        if not sig:
+            # A recipe with no step nodes has no structure to share —
+            # don't let empty-tree shells silently merge into one WO.
+            return ('no_recipe', line.id)
+        return ('recipe', sig, self._fp_line_express_signature(line))
+
     def _fp_auto_create_job(self):
         """Create fp.job(s) from the SO's plating lines.
 
@@ -436,37 +496,14 @@ class SaleOrder(models.Model):
             _logger.info('SO %s: no plating lines, skipping job creation.', self.name)
             return
 
-        # Group by (recipe, part, spec, thickness, serial). Lines that
+        # Group by recipe structural signature (+ per-line masking/bake
-        # share ALL FIVE collapse into one WO. Bundling lines with
+        # toggles). Lines whose recipes have identical steps collapse onto
-        # different specs / thicknesses / serials under one WO would
+        # one WO; no-recipe lines stay separate. See spec
-        # carry the first line's values onto the cert + sticker —
+        # 2026-06-03-wo-grouping-by-recipe-combined-cert-design.md.
-        # silent mis-attestation. No-recipe lines still get their own
-        # group each.
         groups = {}
-        unrecipe_idx = 0
+        _sig_cache = {}
         for line in plating_lines:
-            recipe = self._fp_resolve_recipe_for_line(line)
+            key = self._fp_line_group_key(line, sig_cache=_sig_cache)
-            part_id = (
-                'x_fc_part_catalog_id' in line._fields
-                and line.x_fc_part_catalog_id.id
-            ) or False
-            spec_id = (
-                'x_fc_customer_spec_id' in line._fields
-                and line.x_fc_customer_spec_id.id
-            ) or False
-            thickness_key = (
-                'x_fc_thickness_range' in line._fields
-                and (line.x_fc_thickness_range or '').strip()
-            ) or False
-            serial_id = (
-                'x_fc_serial_id' in line._fields
-                and line.x_fc_serial_id.id
-            ) or False
-            if recipe:
-                key = (recipe.id, part_id, spec_id, thickness_key, serial_id)
-            else:
-                unrecipe_idx += 1
-                key = ('no_recipe', unrecipe_idx)
             groups[key] = groups.get(key, self.env['sale.order.line']) | line
 
         # Order groups by min line sequence so dash-suffixes mirror SO

fusion_plating/fusion_plating_jobs/report/report_fp_job_traveller.xml

@@ -142,6 +142,16 @@
                                     <span t-esc="(job.recipe_id and job.recipe_id.name) or '—'"/><br/>
                                     <strong>S/N:</strong>
                                     <t t-if="'serial_number' in job._fields"><span t-esc="job.serial_number or ''"/></t>
+                                    <!-- Multi-part batch: list every distinct part on this WO
+                                         (the labeled block above details the primary part). -->
+                                    <t t-set="trav_lines" t-value="job.sale_order_line_ids.filtered(lambda l: not l.display_type and ('x_fc_part_catalog_id' in l._fields and l.x_fc_part_catalog_id)) if 'sale_order_line_ids' in job._fields else False"/>
+                                    <t t-set="trav_parts" t-value="trav_lines.mapped('x_fc_part_catalog_id') if trav_lines else False"/>
+                                    <t t-if="trav_parts and len(trav_parts) &gt; 1">
+                                        <br/><strong>Batch parts:</strong>
+                                        <t t-foreach="trav_parts" t-as="tp">
+                                            <div style="font-size: 7pt;"><span t-esc="tp.part_number or '—'"/><t t-if="'revision' in tp._fields and tp.revision"> Rev <span t-esc="tp.revision"/></t></div>
+                                        </t>
+                                    </t>
                                 </td>
                                 <td>
                                     <strong>

fusion_plating/fusion_plating_jobs/tests/__init__.py

@@ -10,3 +10,5 @@ from . import test_autopause_cron
 from . import test_post_shop_states
 from . import test_recipe_cert_suppression
 from . import test_order_ship_state
+from . import test_combined_cert_creation
+from . import test_wo_recipe_grouping

fusion_plating/fusion_plating_jobs/tests/test_combined_cert_creation.py

@@ -0,0 +1,59 @@
+# -*- coding: utf-8 -*-
+from odoo.tests.common import TransactionCase
+
+
+class TestCombinedCertCreation(TransactionCase):
+    def setUp(self):
+        super().setUp()
+        self.partner = self.env['res.partner'].create({
+            'name': 'CertCust',
+            'x_fc_send_coc': True,          # drives the coc requirement
+        })
+        self.product = self.env['product.product'].create({'name': 'W'})
+        self.part_a = self.env['fp.part.catalog'].create({
+            'name': 'PartA', 'partner_id': self.partner.id, 'part_number': 'A-1'})
+        self.part_b = self.env['fp.part.catalog'].create({
+            'name': 'PartB', 'partner_id': self.partner.id, 'part_number': 'B-2'})
+        self.so = self.env['sale.order'].create({
+            'partner_id': self.partner.id,
+            'order_line': [
+                (0, 0, {'product_id': self.product.id, 'product_uom_qty': 3,
+                        'x_fc_part_catalog_id': self.part_a.id}),
+                (0, 0, {'product_id': self.product.id, 'product_uom_qty': 2,
+                        'x_fc_part_catalog_id': self.part_b.id}),
+            ],
+        })
+
+    def test_combined_cert_has_one_line_per_so_line(self):
+        job = self.env['fp.job'].create({
+            'partner_id': self.partner.id,
+            'product_id': self.product.id,
+            'qty': 5.0,
+            'sale_order_id': self.so.id,
+            'part_catalog_id': self.part_a.id,
+            'sale_order_line_ids': [(6, 0, self.so.order_line.ids)],
+        })
+        job._fp_create_certificates()
+        cert = self.env['fp.certificate'].search([('x_fc_job_id', '=', job.id)])
+        self.assertEqual(len(cert), 1, 'one combined CoC')
+        self.assertEqual(len(cert.part_line_ids), 2, 'one part-line per SO line')
+        self.assertEqual(
+            set(cert.part_line_ids.mapped('part_number')), {'A-1', 'B-2'})
+        a = cert.part_line_ids.filtered(lambda p: p.part_number == 'A-1')
+        self.assertEqual(a.quantity_shipped, 3, 'shipped qty from the line')
+
+    def test_part_lines_fall_back_to_so_order_line(self):
+        # Job without an explicit sale_order_line_ids M2M still builds
+        # one part-line per plating line via the SO order_line fallback.
+        job = self.env['fp.job'].create({
+            'partner_id': self.partner.id,
+            'product_id': self.product.id,
+            'qty': 5.0,
+            'sale_order_id': self.so.id,
+            'part_catalog_id': self.part_a.id,
+        })
+        job._fp_create_certificates()
+        cert = self.env['fp.certificate'].search([('x_fc_job_id', '=', job.id)])
+        self.assertEqual(len(cert), 1)
+        self.assertEqual(len(cert.part_line_ids), 2,
+                         'falls back to SO order_line when no M2M lines set')

fusion_plating/fusion_plating_jobs/tests/test_wo_recipe_grouping.py

@@ -0,0 +1,101 @@
+# -*- coding: utf-8 -*-
+from odoo.tests.common import TransactionCase
+
+
+class TestWoRecipeGrouping(TransactionCase):
+    def setUp(self):
+        super().setUp()
+        self.SO = self.env['sale.order']
+        self.Node = self.env['fusion.plating.process.node']
+        # kind_id is required on process.node; reuse any seeded kind so
+        # node creation doesn't depend on the default lookup resolving.
+        self.kind = self.env['fp.step.kind'].search([], limit=1)
+
+    def _node_vals(self, name, node_type):
+        v = {'name': name, 'node_type': node_type}
+        if self.kind:
+            v['kind_id'] = self.kind.id
+        return v
+
+    def _recipe(self, name, step_names):
+        root = self.Node.create(self._node_vals(name, 'recipe'))
+        seq = 10
+        for sn in step_names:
+            v = self._node_vals(sn, 'step')
+            v.update({'parent_id': root.id, 'sequence': seq})
+            self.Node.create(v)
+            seq += 10
+        return root
+
+    def test_identical_structure_same_signature(self):
+        r1 = self._recipe('ENP — PART-A', ['Soak Clean', 'Rinse', 'E-Nickel'])
+        r2 = self._recipe('ENP — PART-B', ['Soak Clean', 'Rinse', 'E-Nickel'])
+        self.assertEqual(
+            self.SO._fp_recipe_signature(r1),
+            self.SO._fp_recipe_signature(r2),
+            'clones with identical steps share a signature')
+
+    def test_different_structure_different_signature(self):
+        r1 = self._recipe('ENP — A', ['Soak Clean', 'Rinse', 'E-Nickel'])
+        r2 = self._recipe('CHROME — B', ['Etch', 'Plate'])
+        self.assertNotEqual(
+            self.SO._fp_recipe_signature(r1),
+            self.SO._fp_recipe_signature(r2))
+
+    def test_so_groups_same_structure_into_one_wo(self):
+        partner = self.env['res.partner'].create({'name': 'G'})
+        product = self.env['product.product'].create({'name': 'P'})
+        pa = self.env['fp.part.catalog'].create({
+            'name': 'A', 'partner_id': partner.id, 'part_number': 'A'})
+        pb = self.env['fp.part.catalog'].create({
+            'name': 'B', 'partner_id': partner.id, 'part_number': 'B'})
+        pc = self.env['fp.part.catalog'].create({
+            'name': 'C', 'partner_id': partner.id, 'part_number': 'C'})
+        r1 = self._recipe('ENP — A', ['Soak Clean', 'Rinse'])
+        r2 = self._recipe('ENP — B', ['Soak Clean', 'Rinse'])     # same structure
+        r3 = self._recipe('CHROME — C', ['Etch', 'Plate'])        # different
+        so = self.env['sale.order'].create({
+            'partner_id': partner.id,
+            'order_line': [
+                (0, 0, {'product_id': product.id, 'product_uom_qty': 1,
+                        'x_fc_part_catalog_id': pa.id,
+                        'x_fc_process_variant_id': r1.id}),
+                (0, 0, {'product_id': product.id, 'product_uom_qty': 1,
+                        'x_fc_part_catalog_id': pb.id,
+                        'x_fc_process_variant_id': r2.id}),
+                (0, 0, {'product_id': product.id, 'product_uom_qty': 1,
+                        'x_fc_part_catalog_id': pc.id,
+                        'x_fc_process_variant_id': r3.id}),
+            ],
+        })
+        so._fp_auto_create_job()
+        jobs = self.env['fp.job'].search([('sale_order_id', '=', so.id)])
+        self.assertEqual(len(jobs), 2, 'A+B merge, C separate')
+        sizes = sorted(len(j.sale_order_line_ids) for j in jobs)
+        self.assertEqual(sizes, [1, 2])
+
+    def test_masking_toggle_splits_same_structure(self):
+        partner = self.env['res.partner'].create({'name': 'M'})
+        product = self.env['product.product'].create({'name': 'P'})
+        pa = self.env['fp.part.catalog'].create({
+            'name': 'A', 'partner_id': partner.id, 'part_number': 'A'})
+        pb = self.env['fp.part.catalog'].create({
+            'name': 'B', 'partner_id': partner.id, 'part_number': 'B'})
+        r1 = self._recipe('ENP — A', ['Soak Clean', 'Rinse'])
+        r2 = self._recipe('ENP — B', ['Soak Clean', 'Rinse'])
+        so = self.env['sale.order'].create({
+            'partner_id': partner.id,
+            'order_line': [
+                (0, 0, {'product_id': product.id, 'product_uom_qty': 1,
+                        'x_fc_part_catalog_id': pa.id,
+                        'x_fc_process_variant_id': r1.id,
+                        'x_fc_masking_enabled': True}),
+                (0, 0, {'product_id': product.id, 'product_uom_qty': 1,
+                        'x_fc_part_catalog_id': pb.id,
+                        'x_fc_process_variant_id': r2.id,
+                        'x_fc_masking_enabled': False}),
+            ],
+        })
+        so._fp_auto_create_job()
+        jobs = self.env['fp.job'].search([('sale_order_id', '=', so.id)])
+        self.assertEqual(len(jobs), 2, 'masking on vs off must not merge')

fusion_plating/fusion_plating_reports/__manifest__.py

@@ -3,7 +3,7 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 {
     'name': 'Fusion Plating — Reports',
-    'version': '19.0.11.34.0',
+    'version': '19.0.11.35.0',
     'category': 'Manufacturing/Plating',
     'summary': 'PDF reports for Fusion Plating: quote, SO, WO, packing, BoL, CoC, invoice, receipt, quality + compliance.',
     'depends': [

fusion_plating/fusion_plating_reports/report/report_coc.xml

@@ -295,7 +295,26 @@
                     </tr>
                 </thead>
                 <tbody>
-                    <tr>
+                    <t t-foreach="doc.part_line_ids" t-as="pl">
+                        <tr style="page-break-inside: avoid;">
+                            <td class="text-center" style="line-height: 1.3;">
+                                <div><t t-esc="pl.part_number or '-'"/></div>
+                                <div><t t-esc="pl.part_name or '-'"/></div>
+                                <div><t t-esc="pl.serial or '-'"/></div>
+                            </td>
+                            <td>
+                                <t t-esc="pl.description or doc.process_description or ''"/>
+                                <t t-if="pl.spec_reference">
+                                    <br/><em t-esc="pl.spec_reference"/>
+                                </t>
+                            </td>
+                            <td class="text-center"><t t-esc="doc.po_number or '-'"/></td>
+                            <td class="text-center"><t t-esc="pl.quantity_shipped or 0"/></td>
+                            <td class="text-center"><t t-esc="pl.nc_quantity or 0"/></td>
+                            <td class="text-center"><t t-esc="doc.customer_job_no or '-'"/></td>
+                        </tr>
+                    </t>
+                    <tr t-if="not doc.part_line_ids" style="page-break-inside: avoid;">
                         <td class="text-center" style="line-height: 1.3;">
                             <t t-set="pid" t-value="doc._fp_resolve_part_identity()"/>
                             <div><t t-esc="pid[0] or '-'"/></div>
@@ -303,11 +322,6 @@
                             <div><t t-esc="pid[2] or '-'"/></div>
                         </td>
                         <td>
-                            <!-- Customer-facing description is the cert's
-                                 spec / certificate info (client request
-                                 2026-05-28). Falls back to the recipe-
-                                 derived process_description. spec_reference,
-                                 now optional, still prints below when set. -->
                             <t t-set="cust_desc" t-value="doc._fp_resolve_customer_facing_description()"/>
                             <t t-esc="cust_desc or doc.process_description or ''"/>
                             <t t-if="doc.spec_reference">

fusion_schedule/CLAUDE.md

@@ -0,0 +1,799 @@
+# fusion_schedule — Claude Code Instructions
+
+> Module-level guide. The repo-wide Odoo 19 rules in `K:\Github\Odoo-Modules\CLAUDE.md`
+> (and the global `K:\Github\CLAUDE.md`) **still apply** — this file only adds what is
+> specific to `fusion_schedule`. Read both.
+>
+> **Companion docs:** [`CODE_MAP.md`](CODE_MAP.md) is the precise symbol-level
+> "where-is-what" index (every field/method/route/JS fn/template with line numbers) — use it
+> to locate code; use this file for guidance. Open audit findings are tracked in Supabase
+> `fusionapps.issues` under project **Fusion Schedule**
+> (`576de219-57e6-4596-8c8c-0c093e4cb54a`) and summarised in §16 below.
+>
+> **Provenance:** this module was originally designed & coded with **Cursor using Claude 4.5
+> Opus** (AI-generated), then audited by Claude Code. That shows in the failure profile: the
+> Odoo-19 *syntax/idioms* are clean (no deprecated APIs), but the bugs cluster in semantic areas
+> that need domain reasoning or a running install to catch — unscoped ORM queries (cross-user
+> event merging), timezone handling, copy-paste-drifted duplicates (authenticated vs public
+> booking), swallowed exceptions, and untested public/render paths. When extending it, **assume
+> plausible-but-unverified until tested on Enterprise.**
+
+---
+
+## 1. What this module is
+
+**Fusion Schedule** (`fusion_schedule`, `__manifest__.py` version **19.0.2.1.0**, author
+"Fusion Claims", LGPL-3) is a **multi-account calendar synchronisation hub + portal
+booking system** for staff (authorizers / sales reps / technicians) in the Fusion Claims
+product family.
+
+Three product surfaces, one engine:
+
+1. **Multi-calendar sync** — a staff user connects any number of **Google** and **Microsoft
+   Outlook** calendars. A 5-minute cron pulls external events into Odoo `calendar.event`
+   and pushes Odoo-native events out, so the user has one merged calendar and is "busy on
+   one → blocked on all".
+2. **Portal "My Schedule"** (`/my/schedule`) — a portal dashboard: today's + upcoming
+   appointments, connected-account management, schedule preferences (work hours / break /
+   travel buffer / base address), a booking form with a week-calendar preview, **AI slot
+   suggestions** and **AI day-route optimization**, and travel-time blocking.
+3. **Public booking links** (`/schedule/<slug>`) — each user gets a shareable slug; external
+   visitors (no login) can self-book into the user's free slots and later
+   cancel/reschedule via a per-event **manage token** (`/schedule/manage/<token>`).
+
+> ⚠️ This is the active **Outlook ↔ Odoo sync** for this deployment — **not** Odoo's native
+> `microsoft_calendar`/`google_calendar` sync. The backend calendar UI patch (see §11)
+> deliberately **hides** the native sync buttons and substitutes Fusion Schedule's own.
+
+It was originally built in **Cursor** (note the leftover `graphify-out/` artifact — a Cursor
+code-graph dump; safe to ignore/delete, not loaded by Odoo). Development now happens in
+Claude Code.
+
+---
+
+## 2. Enterprise-only — you cannot install this on local Community
+
+The manifest depends on **`appointment`** (Odoo **Enterprise**), plus `google_account` and
+`microsoft_account`. Therefore — like `fusion_portal` and `fusion_repairs` — **it cannot be
+installed or tested on local `odoo-modsdev` (Community).** The old
+`-d fusion-dev -u <module>` recipe does **not** work here.
+
+Test on an Enterprise environment (a Westin clone is the natural choice since
+`fusion_portal` already runs there — see the *Westin Prod* section of the repo `CLAUDE.md`).
+There are currently **no automated tests** in this module (`tests/` does not exist).
+
+---
+
+## 3. Dependency map
+
+### 3.1 Hard dependencies (`__manifest__.py` → `depends`)
+```
+base · portal · website · calendar · appointment · google_account · microsoft_account · fusion_portal
+```
+- `appointment` — Enterprise. Uses `appointment.type`, `appointment.invite`, and
+  `appointment_type._prepare_calendar_event_values(...)` to build booking events.
+- `calendar` — the core model everything revolves around (`calendar.event` is inherited).
+- `google_account` / `microsoft_account` — base OAuth plumbing. **Note:** the module rolls
+  its *own* OAuth flow (it does not reuse `google_calendar`/`microsoft_calendar` sync). It
+  only borrows their stored client-id ICP params as a *fallback* (see §10).
+- `fusion_portal` — the **only `fusion_*` hard dependency**. This is what transitively pulls
+  in the whole claims stack: `fusion_portal → fusion_claims` (+ `fusion_tasks`,
+  `fusion_loaners_management`, `knowledge`). So **`fusion_claims` is a transitive
+  dependency**, always present at runtime.
+
+### 3.2 Soft dependencies (used via `try/except`, NOT in `depends`)
+- **`fusion_api`** (`fusion.api.service`) — preferred broker for the Google Maps key and
+  OpenAI calls. Not declared in `depends`; every call is wrapped in `try/except` and falls
+  back to `fusion_claims.*` ICP params, then degrades gracefully. The module still runs if
+  `fusion_api` is absent.
+
+### 3.3 Reverse dependencies
+- **Nothing depends on `fusion_schedule`.** It is a leaf/top module. The only mention
+  elsewhere is `fusion_repairs/__manifest__.py` which lists "fusion_schedule slots" as a
+  *deferred / future* integration — not a real dependency today.
+
+```
+            ┌─────────────────┐
+            │ fusion_schedule │  (leaf — nothing depends on it)
+            └────────┬────────┘
+        depends      │            soft (try/except, NOT in manifest)
+   ┌─────────────────┼──────────────────────────┐
+   ▼                 ▼                            ▼
+fusion_portal   appointment (EE)            fusion_api  ── fusion.api.service
+   │  google_account / microsoft_account         (Maps key + OpenAI broker)
+   ▼
+fusion_claims  ── owns the `fusion_claims.*` ICP params reused as fallbacks
+   │  (+ fusion_tasks, fusion_loaners_management, knowledge)
+```
+
+---
+
+## 4. ⭐ Relationship with `fusion_claims` (read this — it's the whole point of the coupling)
+
+`fusion_schedule` **does not modify any `fusion_claims` model or view.** The coupling is
+indirect and entirely through shared infrastructure. Five concrete links:
+
+### 4.1 Transitive dependency (stack position)
+`fusion_schedule` sits **on top of** the claims stack via `fusion_portal → fusion_claims`.
+It assumes the claims/portal data model and the authorizer/sales-rep portal already exist.
+
+### 4.2 Config-parameter namespace reuse (the main runtime link)
+The portal pages **borrow `fusion_claims`-owned `ir.config_parameter` values** so the
+schedule UI matches the claims portal branding and shares the same API keys. These params
+are **defined in `fusion_claims/models/res_config_settings.py`**, *not* here:
+
+| ICP key (owned by fusion_claims) | Used in fusion_schedule for | Where |
+|---|---|---|
+| `fusion_claims.portal_gradient_start` / `_mid` / `_end` | portal header gradient (brand colour) | `PortalSchedule._get_schedule_values()` |
+| `fusion_claims.google_maps_api_key` | Maps/Places/Distance-Matrix key **fallback** | `_get_maps_api_key()` |
+| `fusion_claims.ai_api_key` | OpenAI key **fallback** (direct HTTP) | `_call_ai()` |
+
+> If you rename/remove these in `fusion_claims`, the schedule portal silently loses its
+> gradient / maps / AI. They are read with defaults, so it won't crash — it just degrades.
+
+### 4.3 The `fusion.api.service` broker (preferred path, fusion_claims-family convention)
+`_get_maps_api_key()` and `_call_ai()` first try `request.env['fusion.api.service']`
+(from **`fusion_api`**) — the same metered, budget-/rate-limited broker the rest of the
+Fusion family uses — with `consumer='fusion_schedule'`. Only if that raises do they fall
+back to the `fusion_claims.*` ICP params above. So the order is:
+**`fusion_api` broker → `fusion_claims` ICP param → graceful no-op.**
+> Two non-obvious facts (detail in [`CODE_MAP.md`](CODE_MAP.md) §9): (1) `get_api_key` returns
+> the `group_admin`-gated `key.api_key` on a **non-sudo** recordset, so from a portal/public
+> request it likely raises `AccessError` and the **ICP fallback fires every time** — for portal
+> callers `fusion_claims.google_maps_api_key` is effectively the real source, not the broker.
+> (2) That maps-key param is actually **owned by `fusion_tasks`** (`res_config_settings.py:12`),
+> not `fusion_claims`, despite the `fusion_claims.*` prefix — grepping `fusion_claims/` for it
+> finds nothing.
+
+### 4.4 Portal tile injection (into fusion_portal, which is built on fusion_claims)
+`views/portal_schedule_tile.xml` (`portal_my_home_schedule`, priority 45) inherits
+**`fusion_portal.portal_my_home_authorizer`** (which itself inherits `portal.portal_my_home`,
+priority 40) and `xpath`s a "My Schedule" card into the authorizer/sales-rep portal home
+grid. It reuses fusion_portal's `fc_gradient` template var.
+- **`fc_gradient` origin:** set in `fusion_portal/views/portal_templates.xml` as
+  `portal_gradient or <default green/blue>`, where `portal_gradient` is computed by
+  fusion_portal's home controller from the same `fusion_claims.portal_gradient_*` params
+  (§4.2). The tile falls back to the literal default if `fc_gradient` is unset.
+- **⚠ Fragile xpath:** the tile anchors on
+  `//a[@href='/my/funding-claims']/ancestor::div[hasclass('row') and hasclass('g-3') and hasclass('mb-4')]`.
+  If fusion_portal renames the funding-claims route, removes that card, or restructures the
+  home grid's classes, the tile **silently disappears** (or the view fails to load on `-u`).
+  Re-check this xpath whenever fusion_portal's home template changes.
+
+### 4.5 The `tz` cookie is populated by fusion_portal
+Fusion Schedule's timezone resolution (`_resolve_timezone`) reads a browser **`tz`** cookie
+(IANA name). That cookie is set by **`fusion_portal/static/src/js/timezone_detect.js`**
+(`tz=<IANA>;path=/;max-age=1yr;SameSite=Lax`) — and, redundantly, by Fusion Schedule's own
+booking JS (`setTzCookie` IIFE). So on portal pages the correct timezone flows in **from
+fusion_portal**; without that cookie (or a `user.tz`), times fall back to the company
+calendar tz, then UTC.
+
+### 4.5 Parallel/overlapping scheduling — they share the `calendar.event` table
+`fusion_claims` already has its **own, simpler** scheduling:
+- `fusion_claims.schedule.assessment.wizard` (`wizard/schedule_assessment_wizard.py`) — a
+  *backend* wizard that creates a plain `calendar.event` for an ADP assessment from a
+  `sale.order` (optional 1-day email alarm). No sync, no portal, no travel logic.
+- `technician_task` routing — push notifications + travel time using the **same**
+  `fusion_claims.google_maps_api_key`.
+
+`fusion_schedule` is the **newer, richer, portal-facing + multi-calendar layer**. Both
+write to `calendar.event`, so they **interplay**: an assessment event created by the
+fusion_claims wizard for a user who has connected calendars will be picked up by Fusion
+Schedule's **cross-calendar push** (it's an unlinked `calendar.event` on the user's partner)
+and mirrored to that user's external calendar, and it appears in `/my/schedule`. They are
+**complementary, not isolated** — keep that shared table in mind when changing either side.
+
+---
+
+## 5. Data model
+
+All custom fields use the `x_fc_*` prefix (repo convention). Models load in this order
+(`models/__init__.py`): `fusion_calendar_account → fusion_calendar_event_link →
+calendar_event → res_users → res_config_settings`.
+
+### 5.1 `fusion.calendar.account` — the OAuth account + sync engine *(god object, ~35 edges)*
+`models/fusion_calendar_account.py`. One row per connected external calendar.
+
+| Field | Notes |
+|---|---|
+| `x_fc_user_id` (m2o res.users, required, cascade) | owner |
+| `x_fc_provider` (sel: google/microsoft, required) | |
+| `x_fc_email` / `x_fc_name` (compute, stored) | label = "Google — a@b.com" |
+| `x_fc_active` (bool) | |
+| `x_fc_rtoken` / `x_fc_token` / `x_fc_token_validity` | **`groups='base.group_system'`** — OAuth secrets, admin-only |
+| `x_fc_sync_token` | provider delta/sync token (`group_system`). Clear it to force a fresh full sync |
+| `x_fc_calendar_id` (default `'primary'`) | |
+| `x_fc_last_sync`, `x_fc_sync_status` (active/error/paused), `x_fc_error_message` | |
+| `x_fc_link_ids` (o2m → event link) | |
+
+This file is the engine. Key method groups (all on the account record):
+- **Credential resolution** `_get_google_client_id/_secret`, `_get_microsoft_*` — dedicated
+  `fusion_schedule_*` ICP param → native `google_calendar_client_id` / `microsoft_calendar_client_id`.
+- **Token mgmt** `_get_valid_token` (1-min skew buffer), `_refresh_token` →
+  `_refresh_google_token` / `_refresh_microsoft_token` (MS may rotate the refresh token —
+  it's re-saved). On HTTP 400/401 the account is marked `error` and tokens cleared.
+- **Code exchange** `_exchange_google_code` / `_exchange_microsoft_code` (called from the
+  controller callback). `_fetch_google_email` / `_fetch_microsoft_email`.
+- **Pull (external → Odoo)** `_sync_pull` → `_sync_pull_google` / `_sync_pull_microsoft`,
+  with `_google_request_with_retry` / `_microsoft_request_with_retry` (429/503 + connection
+  retry, capped). Google initial window **now-14d … now+30d**; subsequent syncs use the
+  sync token (HTTP 410 → drop token, full resync). MS uses Graph `calendarView/delta`;
+  delta token expiry (`fullSyncRequired`/`SyncStateNotFound`) → full resync. MS page cap:
+  2000 events initial / 5000 incremental.
+- **Event mapping** `_google_event_to_odoo_vals` / `_microsoft_event_to_odoo_vals` and the
+  reverse `_odoo_event_to_google` / `_odoo_event_to_microsoft`.
+- **Upsert/dedup** `_process_google_event` / `_process_microsoft_event`,
+  `_find_existing_event` (matches name+start+stop, **includes archived** to reuse), and
+  `_upsert_event_link`.
+- **Push (Odoo → external)** `_sync_push_event` (+ insert/patch/delete per provider).
+- **Cross-calendar busy block** `_cross_calendar_push` (see §6.3).
+- **Backend RPC** `get_user_accounts_status()`, `sync_current_user()` (called from the
+  calendar UI patch).
+- **Cron** `_cron_sync_all_accounts()`.
+- **Teardown** `action_disconnect()` — deletes pushed external events, unlinks rows, pauses.
+
+### 5.2 `fusion.calendar.event.link` — Odoo-event ↔ external-event join
+`models/fusion_calendar_event_link.py`. One row per (Odoo event, account).
+- `x_fc_event_id` (m2o calendar.event, cascade), `x_fc_account_id` (m2o account, cascade),
+  `x_fc_external_id` (required), `x_fc_universal_id` (iCalUID — used for cross-provider
+  dedup), `x_fc_last_synced`, `x_fc_sync_direction` (pull/push/both).
+- **Constraint:** `models.Constraint('UNIQUE(x_fc_account_id, x_fc_external_id)')` — an
+  external event links once per account. (Odoo-19 declarative constraint, per repo rule #9.)
+
+### 5.3 `calendar.event` (inherited)
+`models/calendar_event.py`. Adds:
+- `x_fc_source_account_id` (m2o account) — set when an event was *pulled* from external;
+  used for colour-coding the source in the portal.
+- `x_fc_is_external` (compute, **stored** from source account).
+- `x_fc_link_ids` (o2m → link).
+- `x_fc_manage_token` (indexed, `copy=False`) — 32-hex public manage token.
+- `x_fc_client_email` / `x_fc_client_phone`.
+- `x_fc_address_lat` / `x_fc_address_lng` (Float, digits 10,7) — for travel-time calc.
+- `x_fc_travel_minutes_before` (int) and `x_fc_is_travel_block` (bool) — travel placeholder
+  events generated after booking.
+- **`write()` / `unlink()` overrides** push updates/deletions to all linked external
+  calendars — **unless** `_skip_fc_sync()` is true (context has `no_calendar_sync` or
+  `dont_notify`). `write()` only pushes when a sync-relevant field changed.
+
+### 5.4 `res.users` (inherited)
+`models/res_users.py`. Adds per-staff scheduling config:
+- `x_fc_calendar_account_ids` (o2m), `x_fc_schedule_slug` (**`UNIQUE` constraint**),
+  `x_fc_booking_enabled` (default False).
+- Work prefs: `x_fc_work_start` (9.0), `x_fc_work_end` (17.0), `x_fc_break_start` (12.0),
+  `x_fc_break_duration` (0.5h), `x_fc_travel_buffer` (30 min), `x_fc_home_address` +
+  `x_fc_home_lat`/`x_fc_home_lng`.
+- **`create()` override** auto-generates a slug from the name + 4-hex suffix
+  (`_generate_schedule_slug`). Every user (including pre-existing ones created elsewhere)
+  gets a unique public slug.
+
+### 5.5 `res.config.settings` (inherited)
+`models/res_config_settings.py`. See §12.
+
+---
+
+## 6. The sync engine — how events flow
+
+### 6.1 Pull (external → Odoo), per account
+1. `_get_valid_token()` (refresh if needed).
+2. Fetch pages (sync-token delta when available, else the ±window).
+3. For each event: cancelled/removed → archive local + unlink the link row; otherwise
+   **upsert** with a 3-tier dedup ladder:
+   - existing link for `(account, external_id)` → update in place;
+   - else existing link by **iCalUID** (cross-provider/same-event) → relink;
+   - else `_find_existing_event` by name+start+stop (incl. archived) → reuse + relink;
+   - else **create** a new `calendar.event` (owner partner attached) + new link.
+4. Persist `x_fc_sync_token`, `x_fc_last_sync`, status.
+
+### 6.2 Push (Odoo → external), per event
+`calendar.event.write()` triggers `_sync_push_event` on each linked active account
+(insert if no link, patch if linked). New links are tagged `direction='push'`.
+
+### 6.3 Cross-calendar busy-blocking (`_cross_calendar_push`)
+Runs in the cron **only for users with ≥2 active accounts**. It finds the user's
+**Odoo-native** events (those with **no** existing link) in the window now-1d … now+90d and
+pushes them to the **first active account only** (lowest id). Pushing to a single calendar +
+only un-linked events together prevent the **pull → push → pull feedback loop** and
+cross-calendar duplicates. *This is the "busy on one, blocked on all" mechanism.*
+
+### 6.4 Cron
+`data/ir_cron_data.xml` → `ir_cron_fusion_calendar_sync`, every **5 minutes**, runs as
+`base.user_root`, code `model._cron_sync_all_accounts()`. Never-synced accounts are
+processed first. Per-account isolation uses `self.env.cr.commit()` / `rollback()` so one bad
+account doesn't poison the batch (see §13 footgun about tests).
+
+---
+
+## 7. OAuth connect/callback flow
+
+`/my/schedule/connect/google` and `/connect/microsoft` build the auth URL (scopes:
+Google `calendar` + `userinfo.email`, offline + consent; Microsoft `offline_access openid
+Calendars.ReadWrite User.Read`), stash a CSRF token in `request.session['fc_oauth_csrf']`,
+and encode `{provider, csrf}` into `state`. Redirect URI is always
+`<web.base.url>/my/schedule/oauth/callback`.
+
+`/my/schedule/oauth/callback` validates `state` + CSRF, exchanges the code, fetches the
+account email, then **find-or-creates** a `fusion.calendar.account` (re-activating a matching
+existing one). Requires a **refresh token** — if the provider didn't return one, it errors
+asking the user to grant offline access. There's a resilience fallback:
+`_find_recently_connected_account` (created in the last 10 min) so a refreshed/timed-out
+callback still reports success instead of erroring.
+
+---
+
+## 8. Travel time + AI scheduling
+
+- **Travel time** `_get_travel_time(lat,lng→lat,lng)` — Google **Distance Matrix** (driving,
+  avoid tolls, depart now), returns minutes or 0 on any failure. `_geocode_address` uses the
+  Geocoding API (region `ca`).
+- **Travel blocks** `_create_travel_blocks(event, staff_user)` — after a booking, looks at
+  the prev/next located appointments that day and inserts `Travel to …` placeholder events
+  (`x_fc_is_travel_block=True`, `show_as=busy`) sized to `max(distance-matrix, travel_buffer)`.
+- **AI slot suggest** `/my/schedule/ai/suggest` — builds a schedule context, asks OpenAI
+  (`gpt-4o-mini`) to pick **exactly 3** times **from the provided free-slot list only**
+  (strict prompt + post-filter against the real slots; never invents times). Used by the
+  booking form.
+- **AI day optimize** `/my/schedule/ai/optimize` — needs ≥2 located appointments; builds a
+  travel matrix and asks OpenAI for an optimal visiting order + suggested times + savings.
+- Both AI calls route through `_call_ai()` (`fusion.api.service.call_openai` →
+  `fusion_claims.ai_api_key` direct-HTTP fallback). Failures degrade to "AI unavailable".
+
+---
+
+## 9. Routes (controllers/portal_schedule.py — `PortalSchedule(CustomerPortal)`)
+
+| Method | Route | Auth | Renders / returns |
+|---|---|---|---|
+| http | `/my/schedule` | user | `portal_schedule_page` |
+| jsonrpc | `/my/schedule/preferences` | user | save work/break/travel/home prefs (geocodes address) |
+| http | `/my/schedule/book` | user | `portal_schedule_book` |
+| jsonrpc | `/my/schedule/available-slots` | user | free slots for a date |
+| jsonrpc | `/my/schedule/week-events` | user | Mon–Sun events for the week strip |
+| http POST | `/my/schedule/book/submit` | user | create booking (+ confirmation email + travel blocks) |
+| jsonrpc | `/my/schedule/event/cancel` | user | delete own event |
+| jsonrpc | `/my/schedule/event/reschedule` | user | move own event |
+| jsonrpc | `/my/schedule/ai/suggest` | user | 3 AI slot picks |
+| jsonrpc | `/my/schedule/ai/optimize` | user | AI day route |
+| http | `/my/schedule/connect/google` · `/connect/microsoft` | user | start OAuth |
+| http | `/my/schedule/oauth/callback` | user | finish OAuth |
+| jsonrpc | `/my/schedule/disconnect` | user | `action_disconnect` |
+| jsonrpc | `/my/schedule/sync-now` | user | `_sync_pull` one account |
+| jsonrpc | `/my/schedule/toggle-booking` | user | enable/disable public page |
+| http | `/schedule/<slug>` | **public** | `public_booking_page` |
+| jsonrpc | `/schedule/<slug>/available-slots` | **public** (csrf=False) | slots |
+| http POST | `/schedule/<slug>/book` | **public** (csrf) | public booking |
+| http | `/schedule/manage/<token>` | **public** | `public_manage_page` |
+| http POST | `/schedule/manage/<token>/cancel` · `/reschedule` | **public** (csrf) | self-service |
+| jsonrpc | `/schedule/manage/<token>/available-slots` | **public** (csrf=False) | slots |
+
+Backend (ORM, not HTTP), called from the calendar UI patch:
+`fusion.calendar.account.get_user_accounts_status()` and `.sync_current_user()`.
+
+**Slot generation** (`_generate_available_slots`) is the shared core for *all* slot
+endpoints: honours the staff user's work hours / break / travel-buffer, intersects with
+appointment-type recurring slots, removes past times, and rejects slots that overlap any
+existing event **plus the travel buffer** after it.
+
+**Timezone resolution** (`_resolve_timezone`): `user.tz` → `tz` cookie (set by the frontend
+JS / fusion_portal, §4.5) → `company.resource_calendar_id.tz` → UTC.
+
+### 9.1 Authenticated portal vs public booking are TWO separate implementations
+This is the single most important structural fact the templates reveal — the two booking
+flows do **not** share code and behave differently:
+
+| | Authenticated `/my/schedule/book` | Public `/schedule/<slug>` |
+|---|---|---|
+| Layout | `portal.portal_layout` (portal chrome + breadcrumbs) | `website.layout` (public site chrome) |
+| Slot/booking JS | the **registered asset files** (`portal_schedule_booking.js`, `portal_schedule_accounts.js`) | **inline `<script>`** embedded in `public_booking.xml` (a *second copy* of the slot-render + Places-autocomplete logic) |
+| Brand gradient | `portal_gradient` from `fusion_claims.*` params | **hardcoded** `linear-gradient(135deg,#5ba848,#3a8fb7)` — ignores the brand params |
+| Event creation | `appointment_type._prepare_calendar_event_values(...)` → a real **appointment** with booking lines/capacity | a **raw `calendar.event`** dict (no appointment lines, no capacity) |
+| Slot re-validation on submit | **yes** — re-runs `_generate_available_slots` and rejects stale slots | **no** — trusts the posted `slot_datetime` (double-book risk) |
+| Week-calendar preview + AI suggest/optimize | yes | no |
+
+So "fix the booking form" almost always means **edit two places**. Changing slot logic in
+the Python `_generate_available_slots` covers both (it's shared server-side), but any
+client-side change to slot rendering, autocomplete, or validation must be mirrored between
+`portal_schedule_booking.js` and the inline script in `public_booking.xml`.
+
+### 9.2 Two share links, one of them dead
+- `schedule_page` computes `share_url = appointment.invite.book_url` (native appointment
+  share, looked up by `staff_user_ids`) **and** `public_booking_url = <base>/schedule/<slug>`.
+  Only **`public_booking_url`** is actually rendered (the "Share Booking Link" card/button).
+  `share_url` is passed to the template but **never used** — and the only seeded
+  `appointment.invite` (`default_appointment_invite`) has empty `appointment_type_ids`/no
+  staff, so it would be blank anyway. The slug link is the real share mechanism.
+- There is **no `_prepare_home_portal_values` override**, so `/my/schedule` has **no portal
+  home counter** and no portal breadcrumb registration — the injected tile (§4.4) is the
+  only discoverable entry point besides the calendar-view cog button (§11).
+
+---
+
+## 10. ICP parameters (full list)
+
+**Owned by this module:**
+- OAuth creds: `fusion_schedule_google_client_id`, `fusion_schedule_google_client_secret`,
+  `fusion_schedule_microsoft_client_id`, `fusion_schedule_microsoft_client_secret`
+- Sync: `fusion_schedule_sync_interval` (minutes; **note:** the cron interval is set in XML,
+  this param is currently informational — changing it does not re-write the cron)
+- Defaults: `fusion_schedule.default_work_start` / `_work_end` / `_break_start` /
+  `_break_duration` / `_travel_buffer`
+
+**Fallbacks read from elsewhere (not owned here):**
+- Native Odoo: `google_calendar_client_id`, `google_calendar_client_secret`,
+  `microsoft_calendar_client_id`, `microsoft_calendar_client_secret`, `web.base.url`
+- **fusion_claims namespace:** `fusion_claims.portal_gradient_start/_mid/_end`,
+  `fusion_claims.google_maps_api_key`, `fusion_claims.ai_api_key` (see §4.2)
+
+---
+
+## 11. Frontend / assets
+
+Registered in `__manifest__.py` `assets`:
+
+**`web.assets_backend`** — patches the native calendar:
+- `static/src/views/fusion_calendar_controller.js` — `patch(AttendeeCalendarController…)`:
+  loads connected accounts (`get_user_accounts_status`) and adds a "Sync now"
+  (`sync_current_user`) action.
+- `static/src/views/fusion_calendar_controller.xml` — t-inherits
+  `calendar.AttendeeCalendarController`, **hides** `#header_synchronization_settings` (the
+  native Google/Outlook sync UI, kept in DOM so other xpaths survive) and injects Fusion's
+  account chips + sync button + a cog link to `/my/schedule`.
+
+**`web.assets_frontend`** — portal pages:
+- `static/src/css/portal_schedule.css`
+- `static/src/js/portal_schedule_booking.js` — booking form: sets the `tz` cookie, week
+  calendar strip, slot fetch + morning/afternoon grouping, AI suggestions, **Google Places
+  address autocomplete** (`country: 'ca'`, writes hidden lat/lng), submit guards.
+- `static/src/js/portal_schedule_accounts.js` — the `/my/schedule` dashboard: reusable
+  `fusionConfirm` modal + `fusionToast`, disconnect/sync-now, share-link (Web Share /
+  clipboard), save-preferences, cancel/reschedule modals, AI "optimize my day" modal.
+
+These are **plain IIFE scripts** (not Odoo `Interaction` classes) that bind to **DOM element
+IDs** in the QWeb templates. If you rename an element id in the templates you must update the
+JS, and vice-versa. Key ids the JS expects: `bookingDate`, `appointmentTypeSelect`,
+`slotsContainer/slotsGrid/slotsLoading/noSlots`, `slotDatetime`, `slotDuration`,
+`weekCalendar*`, `aiSuggest*`, `clientStreet/clientCity/clientProvince/clientPostal/clientLat/clientLng`,
+`rescheduleModal` (+ children), `optimizeModal` (+ children), `schedulePrefsForm`,
+`fusionConfirmModal`.
+
+**Templates** (QWeb):
+- `views/portal_schedule.xml` → `portal_schedule_page`, `portal_schedule_book`
+  (both `portal.portal_layout`).
+- `views/public_booking.xml` → `public_booking_page`, `public_manage_page`
+  (both `website.layout`; **carry their own inline `<script>`** — see §9.1).
+- `views/portal_schedule_tile.xml` → `portal_my_home_schedule` (the fusion_portal tile).
+
+Frontend wiring notes:
+- **Google Maps loader handshake.** The booking templates inject the Maps Places script with
+  `&callback=initScheduleAddressAutocomplete` (public: `initPublicAddressAutocomplete`). Because
+  the async script can land before *or* after the IIFE in `portal_schedule_booking.js`, they
+  coordinate via `window._googleMapsReady` / `window._scheduleAutocompleteInit`. Maps only
+  loads when a `google_maps_api_key` resolved (§4.2/§4.3) — no key ⇒ no autocomplete, fields
+  still work manually.
+- **Dead toast markup.** `portal_schedule.xml` ships a Bootstrap `#fusionToast` /
+  `#fusionToastMessage` element, but `portal_schedule_accounts.js` defines its own
+  `fusionToast()` that builds a fresh `#fusionToastLive` node and **ignores** the template
+  one. Don't wire new code to `#fusionToast`; call the JS `fusionToast(msg, type)` helper.
+- **CSS** (`portal_schedule.css`) is tiny: collapse-chevron rotation, a `.min-width-0`
+  truncation helper, and mobile sizing for slot buttons / tables / modals. No theming —
+  colours come from the inline `portal_gradient` styles and Bootstrap utility classes.
+
+---
+
+## 12. Settings UI
+
+`views/res_config_settings_views.xml` adds a **"Fusion Schedule"** app block to
+Settings (`base.res_config_settings_view_form`, priority 90) with: Sync Interval, Google
+OAuth creds (+ "using Odoo default" hint via `x_fc_google_has_fallback`), Microsoft OAuth
+creds (+ fallback hint), and Schedule Defaults (work hours / break / travel buffer, all
+`float_time` widgets). The compute fields `x_fc_*_has_fallback` light up when no dedicated
+key is set but a native `*_calendar_client_id` exists.
+
+Backend list/form for accounts: `views/fusion_calendar_account_views.xml` →
+action + menu **Settings → Technical → Calendar Accounts** (`base.menu_custom`).
+
+---
+
+## 13. Security
+
+`security/security.xml` — two record rules (both additive on `base.group_user`):
+- users see only their own `fusion.calendar.account` (`x_fc_user_id = user.id`);
+- users see only event links for their own accounts.
+
+`security/ir.model.access.csv` — account: full CRUD for `group_user`, none for
+`group_public`; event link: CRU for `group_user`, full for `group_system`.
+
+OAuth secrets (`x_fc_rtoken/x_fc_token/x_fc_token_validity/x_fc_sync_token`) are
+`groups='base.group_system'` so non-admin users can't read them even on their own rows;
+sync code uses `.sudo()` to access them.
+
+---
+
+## 14. Footguns & gotchas (read before editing)
+
+1. **The silent-context flags are load-bearing.** Any time you create/write/unlink a
+   `calendar.event` *during sync or travel-block creation*, pass `_silent_ctx()` (or at
+   least `no_calendar_sync=True, dont_notify=True`). Otherwise the `calendar.event`
+   `write/unlink` overrides will try to **push back to external calendars** → pull → push
+   feedback loop and/or attendee emails. The whole sync path already does this; mirror it.
+2. **MS delta `@removed` reason matters.** `@removed` with reason `'deleted'` (or
+   `isCancelled`) → archive + unlink. `@removed` with any other reason (typically
+   `'changed'`) → **return `'skipped'`, do NOT archive** — the event merely drifted out of
+   the delta window and still exists upstream. This exact distinction was the
+   `f1cea2fb` bug fix ("stop archiving valid events on @removed=changed"). Don't regress it.
+3. **`cr.commit()` / `cr.rollback()` in the cron will raise inside `TransactionCase`.**
+   Per repo rule #14, Odoo 19 test cursors refuse commit/rollback. There are no tests today,
+   but if you add any that exercise `_cron_sync_all_accounts` / `sync_current_user`, refactor
+   to `with self.env.cr.savepoint():` per iteration instead of commit/rollback, or the test
+   cursor will break.
+4. **Declarative SQL objects only** (rule #9): this module already uses
+   `models.Constraint(...)` for the unique constraints — keep that style, never
+   `_sql_constraints` or `init()`.
+5. **`google_account`/`microsoft_account` ≠ native calendar sync.** Don't "simplify" by
+   reusing `google_calendar`/`microsoft_calendar` sync — this module intentionally owns its
+   OAuth + sync and hides the native UI. The native client-id params are only a credential
+   fallback.
+6. **Public endpoints.** `/schedule/<slug>` and `/schedule/manage/<token>` are
+   `auth='public'`. The manage token is `secrets.token_hex(16)` (32 chars) and
+   `_get_event_by_token` enforces `len == 32`. Public booking requires both
+   `x_fc_booking_enabled=True` **and** the user having an `appointment.type` with them as
+   staff. Keep CSRF on the POST forms; the slot JSON-RPC endpoints are `csrf=False` by design.
+7. **`data/appointment_invite_data.xml` is `noupdate=1`** and ships
+   `default_appointment_invite` with **empty** `appointment_type_ids` — the generic
+   `/book/book-appointment` share link won't resolve to a real type until configured. The
+   `/my/schedule` page separately resolves an `appointment.invite` by `staff_user_ids`.
+8. **`data/mail_template_data.xml` is NOT `noupdate`** — the booking confirmation template
+   (`fusion_schedule_booking_confirmation`, on `calendar.event`) reloads on every `-u`.
+   It renders the manage link from `company.website or get_base_url()`.
+9. **`graphify-out/` is a Cursor artifact**, not part of the module. It's not in the
+   manifest and Odoo never loads it. Safe to ignore or delete; don't treat its
+   `GRAPH_REPORT.md` as authoritative (it's a heuristic code-graph, ~87% extracted).
+10. **Soft-dependency discipline.** Never assume `fusion_api` is installed — keep the
+    `try/except` + ICP fallback pattern in `_get_maps_api_key` / `_call_ai`. Adding
+    `fusion_api`/`fusion_claims` to `depends` would change the install graph; only do it
+    deliberately.
+11. **Public booking does NOT re-validate the slot.** `schedule_book_submit` (authenticated)
+    re-runs `_generate_available_slots` and rejects a slot that's no longer free;
+    `public_book_submit` does **not** — it trusts the posted `slot_datetime`. Two visitors
+    hitting the same public slot can double-book. If you tighten this, add the same
+    re-validation to the public path.
+12. **The two booking flows diverge** (§9.1): authenticated bookings are real `appointment`
+    events (`_prepare_calendar_event_values`); public bookings are raw `calendar.event`
+    rows. Reporting/automation that assumes every booking is an `appointment.type` booking
+    will miss public ones. Client-side changes must be made twice (asset file **and** the
+    inline script in `public_booking.xml`).
+13. **`public_booking_page` references `today` but the controller never passes it.** The
+    template has `t-att-min="today"` on the date picker, yet
+    `PortalSchedule.public_booking_page()`'s values dict omits `today`. Either the website
+    render context happens to supply it or the `min` is silently empty (no past-date guard on
+    the public picker). **Verify / fix** by passing `today` from the controller if you touch
+    this page. (The authenticated book page correctly uses `now.strftime('%Y-%m-%d')`.)
+14. **Public pages ignore the brand gradient.** They hardcode the default green/blue; only
+    the authenticated portal pages pick up `fusion_claims.portal_gradient_*`. If branding
+    must reach the public booking page, thread `portal_gradient` through
+    `public_booking_page` / `public_manage_page` values.
+
+---
+
+## 15. Deployment & history
+
+- Built in **Cursor**; now maintained in Claude Code.
+- Lives wherever **`fusion_portal`** lives (the authorizer/sales-rep portal — the **Westin**
+  Enterprise environment per the repo `CLAUDE.md` *Westin Prod* section). **Verify the
+  current target before shipping** — there's no in-module deploy note and nothing else
+  depends on it.
+- Notable recent commits touching it:
+  - `f1cea2fb` — fix: stop archiving valid events on MS `@removed=changed` (the §14.2 bug).
+  - `747c8142` — `fusion_portal` renamed from `fusion_authorizer_portal` (this module's
+    `depends`/tile `inherit_id` already reference the **new** name `fusion_portal`).
+- **Renaming the technical name** would require the full DB-rename procedure in repo rule #16
+  (it's a `fusion_*` module with external IDs, view keys, and a cron baked into the DB).
+
+---
+
+## 16. Audit findings — confirmed bugs, gaps & risks (2026-06-03 deep dive)
+
+These were found by reading the code, not by running it. None are fixed yet — they're
+recorded so the next change can address (or consciously accept) them. **The slot `datetime`
+emitted by `_generate_available_slots` is UTC** (line 520: `slot_start_utc.strftime(...)`);
+hold that fact while reading #1.
+
+### 🔴 Bugs
+
+1. **Timezone double-conversion on 3 of the 4 booking write-paths.** The slot's hidden
+   `datetime` is **UTC**, but only the authenticated *booking* path consumes it as UTC:
+   - ✅ `schedule_book_submit` (`portal_schedule.py:661`) — `datetime.strptime(...)` used
+     directly as UTC. **Correct.**
+   - ❌ `schedule_event_reschedule` (`:801–803`)
+   - ❌ `public_book_submit` (`:1505–1507`)
+   - ❌ `public_manage_reschedule` (`:889–891`)
+
+   The three ❌ paths do `tz.localize(naive).astimezone(utc)` — i.e. they treat an
+   already-UTC string as *local* and convert **again**, shifting the appointment by the
+   user's UTC offset. It is **silent when the resolved tz is UTC** (UTC server, no `tz`
+   cookie / `user.tz`), which is why it can pass casual testing — but with the
+   `tz`-cookie set by fusion_portal (e.g. `America/Toronto`, §4.5) a reschedule or **any**
+   public booking lands 4–5 h off. **Fix:** in those three paths, treat the slot string as
+   UTC exactly like `schedule_book_submit` (drop the `localize`/`astimezone`).
+
+2. **Google pull is coupled to the server's OS timezone.** In
+   `_google_event_to_odoo_vals` (`fusion_calendar_account.py:530`):
+   `start_dt.astimezone(tz=None).replace(tzinfo=None)` — `astimezone(None)` converts an
+   aware datetime to the **system local** zone, not UTC. Odoo stores naive **UTC**, so
+   pulled Google events are correct **only if the container runs UTC**. The Microsoft path
+   parses as naive-UTC and is fine. **Fix:** `.astimezone(pytz.utc).replace(tzinfo=None)`.
+
+3. **Public booking does not re-validate the slot** (`public_book_submit`) — see §14.11.
+   Combined with #1 it means the public path can both mis-time *and* double-book.
+
+### 🟠 Gaps between documented intent and implementation
+
+4. **"Busy on one, blocked on all" is enforced at *portal-booking time*, not by syncing
+   events between external calendars.** `_cross_calendar_push` **skips any event that
+   already has a link** (`if existing_links: continue`), and every *pulled* event has a
+   link — so a Google event is **never** pushed into the user's Outlook (and vice-versa).
+   What actually delivers "blocked on all" is `_generate_available_slots`, which searches
+   **all** of the user's `calendar.event` rows (everything pulled from every calendar) when
+   computing free slots — so booking **through `/my/schedule`** respects every connected
+   calendar. Booking *directly* in Google will not block Outlook. `_cross_calendar_push`
+   only mirrors **Odoo-native** events to the **first** active account. The manifest's
+   "busy on one, blocked on all" oversells the cross-external behaviour — state it as
+   *portal-booking-time* blocking.
+
+### 🟡 Risks / abuse vectors
+
+5. **Slug generation can block user creation.** `res.users.create` sets
+   `x_fc_schedule_slug` for **every** new user, guarded by `UNIQUE(x_fc_schedule_slug)`. The
+   4-hex suffix gives 1/65536 collision odds per name-base; a collision raises the
+   constraint and **fails the whole user-creation transaction** (no retry). Low probability,
+   high blast radius — consider a retry/uniqueness loop if user-creation volume grows.
+6. **Unthrottled public booking.** `/schedule/<slug>/book` creates a `res.partner`, a
+   `calendar.event`, and force-sends an email for any visitor with **no captcha / rate
+   limit**. A scripted abuser can spam partners + events + outbound mail. Consider a
+   throttle / honeypot if the slug links are widely shared.
+7. **Synchronous external HTTP inside `calendar.event.write()/unlink()`.** Because
+   fusion_schedule is the **sole** `calendar.event` extender (verified — see below), its
+   overrides fire for **every** event in the system. For a *linked* event, a write that
+   touches a sync field makes a **blocking** Google/Microsoft API call inside the caller's
+   transaction; a bulk write/delete over many linked events ⇒ N serial HTTP round-trips,
+   potentially stalling that request/transaction. Keep this in mind before bulk-editing
+   calendar events in any module.
+
+### 🔬 Deep-dive #5 additions — sync-dedup cluster + public-endpoint security
+
+Found by an adversarial re-read (all verified against code). Full detail + fixes in Supabase
+`fusionapps.issues` (project Fusion Schedule). The **dedup cluster (8–10) is the most serious
+— it corrupts data across users**:
+
+8. **🔴 `_find_existing_event` merges events across users + resurrects archived ones.**
+   `fusion_calendar_account.py:401-417` dedups by **name+start+stop only**, on `.sudo()`
+   (record rules bypassed), **unscoped** by user/partner/company. Two staff with a same-titled
+   same-time event (Standup, Lunch, an org-wide invite) → user B's sync **reuses user A's
+   `calendar.event`** and links B's account onto it; also **reactivates a deliberately-archived
+   event**. Runs as root in cron → crosses companies. Fix: scope to
+   `partner_ids in [self.x_fc_user_id.partner_id]` + `x_fc_source_account_id in [self.id, False]`;
+   never auto-reactivate an event with no surviving link to this account.
+9. **🔴 iCalUID cross-link is unscoped.** `fusion_calendar_account.py:482-489` (Google) /
+   `715-724` (MS) match `x_fc_universal_id` across **all** accounts/users. A real invite sent to
+   two staff shares one iCalUID → user B's account links onto user A's event; B never gets their
+   own row. Fix: scope the lookup to `x_fc_account_id.x_fc_user_id = self.x_fc_user_id.id`.
+10. **🔴 No per-row isolation in the sync loop.** `_sync_pull_google/_microsoft` loop
+    `_process_*_event` with no savepoint and write `sync_token` **after** the loop. One row
+    exception (e.g. an IntegrityError — `_upsert_event_link` branches on `(account,event_id)` at
+    `:419-445` but the UNIQUE is `(account,external_id)` at `fusion_calendar_event_link.py:32`)
+    rolls back the whole page and **never advances `sync_token`** → deterministic errors wedge
+    the account forever. Fix: `with self.env.cr.savepoint():` per row; branch the upsert on
+    `(account, external_id)`.
+11. **🔴 MS delta page-cap stalls large calendars.** `_sync_pull_microsoft` caps at 2000/5000
+    and `break`s without the `@odata.deltaLink` (`:601-606`), writing back the old token → a
+    >2000-event window re-fetches the same 2000 forever and never delivers the rest. The
+    410/`fullSyncRequired` recursion (`:318-321`, `:588-591`) has **no depth guard**.
+12. **🟡 Public booking mutates/attaches an existing partner by email.**
+    `public_book_submit` (`portal_schedule.py:1516-1525`) does
+    `Partner.search([('email','=ilike', visitor_email)])` then writes `phone` onto the match and
+    attaches it as an attendee. An anonymous visitor can pollute an arbitrary contact (incl.
+    staff), pull internal partners into an event, and mail arbitrary addresses. Fix: on the
+    public path, never mutate/attach a partner matched only by attacker-supplied email.
+13. **🟡 Manage-token leaks via redirect URL + no re-validation + no throttle.** The success
+    redirect puts the 32-char bearer token in an in-page URL query string
+    (`portal_schedule.py:1590-1594`) → leaks via history + `Referer` to Google Maps assets.
+    `public_manage_reschedule` (`:876-903`) also skips slot re-validation; public routes are
+    unthrottled. (Token entropy itself is fine.) Fix: keep the token in the emailed link only,
+    add `Referrer-Policy: no-referrer`, re-validate, throttle.
+14. **🟡 `sync_current_user` commits mid-loop** (`:1097`) — non-atomic inside an interactive
+    RPC; reports `{success: False}` after already persisting earlier accounts.
+15. **🟡 Dead imports** trip pyflakes: `import secrets` (`calendar_event.py:4`) and
+    `import hashlib` (`controllers/portal_schedule.py:4`) are unused. (`res_users.py` is fine —
+    it uses `uuid`.)
+
+> Refinement to #4: `_cross_calendar_push` is **also** gated by `len(user_accounts) > 1`
+> (`:1149`), so **single-account users never get their Odoo-native events pushed out at all**,
+> and the `start >= now-1d` filter excludes all-day events. So even the portal-side mirroring is
+> partial.
+
+### 🧱 Deep-dive #6 — install / render / Odoo-19-API correctness (the AI-codegen layer)
+
+**Clean meta-result:** a grep for every repo-documented Odoo-19 anti-pattern came back empty —
+no `type="json"`, `groups_id`, `_sql_constraints`, `numbercall`, `useService('rpc')`,
+`category_id`, `fields.Date` in settings, or SCSS `@import`; `models.Constraint`/`models.Index`,
+`@api.model_create_multi`, the OWL import path, and route types are all **correct** Odoo 19. So
+the AI (Cursor + Claude 4.5 Opus) got the *syntax/idioms* right; the defects are semantic
+(logic/integration/tz), plus these render/version items:
+
+16. **🟡 `today` undefined on the public booking page.** `public_booking.xml:79`
+    (`t-att-min="today"`) but `public_booking_page` (`:1418-1426`) never passes `today`
+    (the authenticated page correctly passes `now`). At minimum the public date picker loses its
+    min-date guard (visitor can pick a past date → server returns 0 slots). **Confirm on Odoo 19
+    whether QWeb omits the attr or 500s** — the public page looks untested. Copy-paste drift.
+17. **🟡 Confirmation email renders UTC times + wrong language.** `mail_template_data.xml`
+    `t-out object.start/stop` with the `datetime` widget renders in the **renderer's tz** (UTC on
+    `force_send` from a portal request) → email shows UTC, not the client's local time. And
+    `lang = {{ object.partner_ids[:1].lang }}` picks the **first** partner = the **staff** user,
+    not the client. (Mail body is otherwise rule-17-safe — no `url_encode`/undefined names;
+    `res.company.website` + `get_base_url()` resolve.)
+18. **🟡 Address-autocomplete drift.** The asset JS stores province as full name
+    (`portal_schedule_booking.js:546`, `long_name` → "Ontario"); the public inline JS stores the
+    2-letter code (`public_booking.xml:318`, `short_name` → "ON"). Same field, two formats. The
+    asset version also omits the Places `fields:[...]` filter → Google all-fields billing tier.
+19. **🟠 `_prepare_calendar_event_values` signature unverified.** `portal_schedule.py:717-730`
+    calls this **private Enterprise** method (signature shifted across 16→19). A mismatched kwarg
+    raises `TypeError`, swallowed by the `except` at `:766` → **authenticated bookings silently
+    never get created**. The public path builds vals by hand (a tell). **Needs a booking
+    smoke-test on Enterprise** — couldn't byte-verify (Docker/Odoo source unreachable).
+
+**Version-fragility notes (work now, but verify on Odoo point-upgrades — not logged as bugs):**
+- The backend patch xpaths `//div[@id='header_synchronization_settings']`
+  (`fusion_calendar_controller.xml:10,15`) against `calendar.AttendeeCalendarController`. It
+  resolves on the deployed version (else the *entire* `web.assets_backend` bundle would be dead),
+  but a future Odoo restructure of that template would brick the bundle. Prefer a stabler
+  selector when next touched.
+- The `appointment.invite` seed (`appointment_invite_data.xml:8`) has empty
+  `appointment_type_ids` **and** no `staff_user_ids`, so `schedule_page`'s `share_url`
+  (`invite.book_url`) never resolves for anyone — the seed is inert (the `/schedule/<slug>` flow
+  is the real share). Reconcile or drop it.
+
+### ✅ Audit results that came back clean (good to know)
+
+- **No `x_fc_*` field-name collisions.** None of `x_fc_schedule_slug / _booking_enabled /
+  _work_start / _work_end / _break_start / _travel_buffer / _home_address / _home_lat`
+  appears in any other module.
+- **`calendar.event` is inherited by `fusion_schedule` alone** (whole repo). Its
+  `write/unlink` overrides are the only custom hooks on that model — but they run for every
+  calendar event once installed (see risk #7).
+- **No conflicting `res.users.create()` override in the dependency chain.** `fusion_portal`
+  only overrides `_generate_tutorial_articles` / `portal.wizard.user`; `fusion_tasks` adds
+  `x_fc_is_field_staff / x_fc_start_address / x_fc_tech_sync_id` (no `create`, no overlap).
+  So the `@api.model_create_multi create()` slug hook chains cleanly via `super()`.
+
+---
+
+## 17. File index
+
+```
+fusion_schedule/
+├── __manifest__.py                     # deps, data load order, assets (v19.0.2.1.0)
+├── controllers/portal_schedule.py      # ALL routes + slot gen + travel + AI + OAuth (~1600 lines)
+├── models/
+│   ├── fusion_calendar_account.py      # OAuth + sync engine (the core)
+│   ├── fusion_calendar_event_link.py   # Odoo↔external join (unique per account)
+│   ├── calendar_event.py               # inherit: source/links/manage-token/travel + write/unlink push
+│   ├── res_users.py                    # inherit: slug, booking flag, work prefs, auto-slug
+│   └── res_config_settings.py          # OAuth creds + sync interval + schedule defaults
+├── data/
+│   ├── ir_cron_data.xml                # 5-min sync cron
+│   ├── mail_template_data.xml          # booking confirmation email (NOT noupdate)
+│   └── appointment_invite_data.xml     # default share invite (noupdate, empty types)
+├── security/{security.xml, ir.model.access.csv}
+├── views/
+│   ├── fusion_calendar_account_views.xml   # backend list/form + Technical menu
+│   ├── res_config_settings_views.xml       # Settings app block
+│   ├── portal_schedule_tile.xml            # tile into fusion_portal.portal_my_home_authorizer
+│   ├── portal_schedule.xml                 # portal_schedule_page + portal_schedule_book
+│   └── public_booking.xml                  # public_booking_page + public_manage_page
+├── static/src/
+│   ├── css/portal_schedule.css
+│   ├── js/portal_schedule_booking.js       # booking form + Places autocomplete + AI suggest
+│   ├── js/portal_schedule_accounts.js      # dashboard modals/toasts + optimize
+│   └── views/fusion_calendar_controller.{js,xml}  # backend calendar patch
+├── utils/__init__.py                   # empty placeholder
+└── graphify-out/                       # Cursor code-graph artifact — NOT loaded by Odoo
+```

fusion_schedule/CODE_MAP.md

@@ -0,0 +1,386 @@
+# fusion_schedule — CODE MAP (where-is-what index)
+
+> Precise symbol-level index for the whole module. Companion to `CLAUDE.md` (which is the
+> narrative/guidance doc). **This file = "where is X".** Line numbers are exact at the time of
+> writing (2026-06-03); re-grep `def `/`fields.`/`@http.route`/`<template id=` if they drift.
+> Audit findings live in `CLAUDE.md §16` and in Supabase `fusionapps.issues`
+> (project **Fusion Schedule** = `576de219-57e6-4596-8c8c-0c093e4cb54a`).
+
+## 0. File tree (sizes approximate, by cat -n)
+
+```
+fusion_schedule/
+├── __manifest__.py                               61   deps, data load order, assets (v19.0.2.1.0)
+├── __init__.py                                    3   → controllers, models
+├── controllers/
+│   ├── __init__.py                                2   → portal_schedule
+│   └── portal_schedule.py                     ~1607   PortalSchedule(CustomerPortal): 23 routes + helpers
+├── models/
+│   ├── __init__.py                                6   load order (see below)
+│   ├── fusion_calendar_account.py             ~1191   sync engine + OAuth + cron  (THE core)
+│   ├── fusion_calendar_event_link.py             30   Odoo↔external join table
+│   ├── calendar_event.py                         89   inherit: sync fields + write/unlink push
+│   ├── res_users.py                              69   inherit: slug + work prefs + auto-slug create()
+│   └── res_config_settings.py                    74   inherit: OAuth creds + sync interval + defaults
+├── data/
+│   ├── ir_cron_data.xml                           13  5-min sync cron
+│   ├── mail_template_data.xml                    155  booking confirmation email
+│   └── appointment_invite_data.xml                10  default share invite (noupdate)
+├── security/
+│   ├── security.xml                               17  2 record rules
+│   └── ir.model.access.csv                         5  4 ACL rows
+├── views/
+│   ├── fusion_calendar_account_views.xml          64  backend list/form/action/menu
+│   ├── res_config_settings_views.xml             148  Settings app block
+│   ├── portal_schedule_tile.xml                   25  tile into fusion_portal home
+│   ├── portal_schedule.xml                       833  portal_schedule_page + portal_schedule_book
+│   └── public_booking.xml                        586  public_booking_page + public_manage_page (inline JS)
+├── static/src/
+│   ├── css/portal_schedule.css                    48  responsive helpers only
+│   ├── js/portal_schedule_booking.js            ~575  booking form (authenticated)
+│   ├── js/portal_schedule_accounts.js           ~489  dashboard modals/toasts/optimize
+│   └── views/fusion_calendar_controller.{js,xml}  68/44  backend AttendeeCalendarController patch
+├── utils/__init__.py                              1   empty placeholder
+└── graphify-out/                                  —   Cursor artifact, NOT loaded by Odoo
+```
+Model load order (`models/__init__.py`): `fusion_calendar_account → fusion_calendar_event_link
+→ calendar_event → res_users → res_config_settings`.
+
+---
+
+## 1. Models
+
+### 1.1 `fusion.calendar.account` — `models/fusion_calendar_account.py`
+`_order = 'x_fc_provider, x_fc_email'`. Module constants (top of file): `TIMEOUT=20` (14),
+`MAX_THROTTLE_RETRIES=3` (15), `DEFAULT_RETRY_SECONDS=10` (16); Google endpoints 19–23,
+Microsoft endpoints 26–34.
+
+**Fields**
+| line | field | type / notes |
+|---|---|---|
+| 42 | `x_fc_user_id` | m2o res.users · required · cascade · default=current user · index |
+| 46 | `x_fc_provider` | sel google/microsoft · required |
+| 50 | `x_fc_email` | char |
+| 51 | `x_fc_name` | char · compute `_compute_name` · store |
+| 52 | `x_fc_active` | bool · default True |
+| 55 | `x_fc_rtoken` | char · **groups=base.group_system** |
+| 56 | `x_fc_token` | char · **group_system** |
+| 57 | `x_fc_token_validity` | datetime · **group_system** |
+| 60 | `x_fc_sync_token` | char · **group_system** (delta/sync token) |
+| 61 | `x_fc_calendar_id` | char · default `'primary'` |
+| 62 | `x_fc_last_sync` | datetime |
+| 63 | `x_fc_sync_status` | sel active/error/paused · default active |
+| 68 | `x_fc_error_message` | text |
+| 71 | `x_fc_link_ids` | o2m → fusion.calendar.event.link |
+
+**Methods**
+| line | method | purpose |
+|---|---|---|
+| 76 | `_compute_name` | "Provider — email" label |
+| 85/92/99/106 | `_get_{google,microsoft}_client_{id,secret}` | creds: `fusion_schedule_*` ICP → native `*_calendar_*` ICP fallback |
+| 117 | `_get_valid_token` | return token, refresh if <1 min to expiry |
+| 130 | `_refresh_token` | dispatch to provider refresh; on 400/401 mark error + clear |
+| 149 / 170 | `_refresh_google_token` / `_refresh_microsoft_token` | OAuth refresh (MS may rotate rtoken) |
+| 200 / 213 | `_exchange_{google,microsoft}_code` | code→tokens (called from callback) |
+| 232 / 243 | `_fetch_{google,microsoft}_email` | `@api.model` · whoami email |
+| 258 | `_sync_pull` | entry: dispatch pull per provider, catch+record errors |
+| 293 | `_sync_pull_google` | events.list paging; 410→drop token+full resync; window −14/+30d |
+| 362 | `_google_request_with_retry` | GET w/ 429/503 + connection retry |
+| 389 | `_silent_ctx` | context flags that suppress mail + re-push (load-bearing) |
+| 401 | `_find_existing_event` | dedup by name+start+stop (incl. archived) |
+| 419 | `_upsert_event_link` | create/update the join row |
+| 447 | `_process_google_event` | upsert one Google event (3-tier dedup) |
+| 503 | `_google_event_to_odoo_vals` | ⚠ uses `astimezone(None)` — server-tz bug (CLAUDE §16.2) |
+| 550 | `_sync_pull_microsoft` | Graph `calendarView/delta`; page cap 2000/5000 |
+| 642 | `_microsoft_request_with_retry` | GET w/ retry |
+| 671 | `_process_microsoft_event` | upsert one MS event; `@removed=changed`→`'skipped'` (don't archive) |
+| 738 | `_microsoft_event_to_odoo_vals` | MS dict→Odoo vals |
+| 798 | `_fetch_microsoft_event_subject` | fallback fetch when delta omits subject |
+| 821 | `_sync_push_event` | push one Odoo event (insert/patch per provider) |
+| 870/884/896 | `_google_{insert,patch,delete}_event` | Google write API |
+| 908/924/938 | `_microsoft_{insert,patch,delete}_event` | Graph write API |
+| 953 / 977 | `_odoo_event_to_{google,microsoft}` | Odoo→external format |
+| 1022 | `_cross_calendar_push` | push **unlinked Odoo-native** events to **first** account (CLAUDE §16.4) |
+| 1066 | `get_user_accounts_status` | `@api.model` **[backend RPC]** — account chips |
+| 1081 | `sync_current_user` | `@api.model` **[backend RPC]** — "Sync now" (commits per account) |
+| 1116 | `_cron_sync_all_accounts` | `@api.model` **[cron]** — sync all, then cross-push per multi-acct user |
+| 1161 | `action_disconnect` | delete pushed external events, unlink, pause |
+
+### 1.2 `fusion.calendar.event.link` — `models/fusion_calendar_event_link.py`
+`_order = 'x_fc_last_synced desc'`. Fields: `x_fc_event_id` (11, m2o calendar.event, cascade),
+`x_fc_account_id` (15, m2o account, cascade), `x_fc_external_id` (19, req, index),
+`x_fc_universal_id` (22, iCalUID, index), `x_fc_last_synced` (25), `x_fc_sync_direction`
+(26, pull/push/both). **Constraint** `_unique_account_external` = `UNIQUE(x_fc_account_id,
+x_fc_external_id)` (32).
+
+### 1.3 `calendar.event` (inherit) — `models/calendar_event.py`
+**Sole extender of `calendar.event` in the whole repo.** Fields: `x_fc_source_account_id`
+(14), `x_fc_is_external` (18, compute+store), `x_fc_link_ids` (21), `x_fc_manage_token`
+(24, index, copy=False), `x_fc_client_email` (28), `x_fc_client_phone` (29),
+`x_fc_address_lat` (30), `x_fc_address_lng` (31), `x_fc_travel_minutes_before` (32),
+`x_fc_is_travel_block` (36). Methods: `_compute_is_external` (42), `_skip_fc_sync` (46),
+`unlink` (51, deletes from external), `write` (76, pushes to external) — both gated by
+`_skip_fc_sync()` + presence of links. ⚠ external HTTP is synchronous (CLAUDE §16.7).
+
+### 1.4 `res.users` (inherit) — `models/res_users.py`
+Fields: `x_fc_calendar_account_ids` (12), `x_fc_schedule_slug` (16), `x_fc_booking_enabled`
+(21), `x_fc_work_start` (26), `x_fc_work_end` (30), `x_fc_break_start` (34),
+`x_fc_break_duration` (38), `x_fc_travel_buffer` (42), `x_fc_home_address` (46),
+`x_fc_home_lat` (50), `x_fc_home_lng` (51). **Constraint** `_unique_schedule_slug` =
+`UNIQUE(x_fc_schedule_slug)` (53). Methods: `create` (59, `@api.model_create_multi`,
+auto-slug — ⚠ collision risk CLAUDE §16.5), `_generate_schedule_slug` (66).
+
+### 1.5 `res.config.settings` (inherit) — `models/res_config_settings.py`
+Fields (12): `x_fc_google_client_id` (10), `_secret` (14), `_has_fallback` (18);
+`x_fc_microsoft_client_id` (24), `_secret` (28), `_has_fallback` (32);
+`x_fc_sync_interval_minutes` (38, **not wired to cron**); `x_fc_default_work_start` (45),
+`_work_end` (50), `_break_start` (55), `_break_duration` (60), `_travel_buffer` (65).
+Methods: `_compute_google_has_fallback` (72), `_compute_microsoft_has_fallback` (79).
+
+---
+
+## 2. Controller — `controllers/portal_schedule.py` (`PortalSchedule(CustomerPortal)`)
+
+**Helper methods**
+| line | method | purpose |
+|---|---|---|
+| 30 | `_get_schedule_values` | portal gradient (fusion_claims params) + maps key |
+| 43 | `_get_user_timezone` | → `_resolve_timezone(env.user)` |
+| 46 | `_resolve_timezone` | user.tz → `tz` cookie → company cal → UTC |
+| 69 | `_get_appointment_types` | types where current user is staff |
+| 75 | `_get_user_prefs` | per-user prefs w/ company-default fallback |
+| 101 | `_get_maps_api_key` | `fusion.api.service` → `fusion_claims.google_maps_api_key` |
+| 114 | `_call_ai` | `fusion.api.service.call_openai` → direct OpenAI HTTP |
+| 147 | `_get_travel_time` | Google Distance Matrix (min) |
+| 178 | `_geocode_address` | Google Geocoding (lat,lng) |
+| 200 | `_create_travel_blocks` | insert "Travel to …" placeholder events |
+| 425 | `_format_hour` | staticmethod · 13.5 → "1:30 PM" |
+| 435 | `_generate_available_slots` | **shared slot core**; emits UTC `datetime` (line 520) |
+| 825 | `_get_event_by_token` | manage-token lookup (len==32) |
+| 932 | `_build_schedule_context` | AI prompt context builder |
+| 1336 | `_find_recently_connected_account` | OAuth callback resilience |
+
+**Routes** (23 total)
+| line | verb | path | auth | handler |
+|---|---|---|---|---|
+| 288 | http | `/my/schedule` | user | `schedule_page` |
+| 363 | jsonrpc | `/my/schedule/preferences` | user | `schedule_save_preferences` |
+| 397 | http | `/my/schedule/book` | user | `schedule_book` |
+| 530 | jsonrpc | `/my/schedule/available-slots` | user | `schedule_available_slots` |
+| 560 | jsonrpc | `/my/schedule/week-events` | user | `schedule_week_events` |
+| 630 | http POST | `/my/schedule/book/submit` | user | `schedule_book_submit` ✅ tz-correct |
+| 777 | jsonrpc | `/my/schedule/event/cancel` | user | `schedule_event_cancel` |
+| 792 | jsonrpc | `/my/schedule/event/reschedule` | user | `schedule_event_reschedule` ⚠ tz-bug |
+| 834 | http | `/schedule/manage/<token>` | public | `public_manage_page` |
+| 860 | http POST | `/schedule/manage/<token>/cancel` | public | `public_manage_cancel` |
+| 876 | http POST | `/schedule/manage/<token>/reschedule` | public | `public_manage_reschedule` ⚠ tz-bug |
+| 907 | jsonrpc | `/schedule/manage/<token>/available-slots` | public (csrf=False) | `public_manage_slots` |
+| 982 | jsonrpc | `/my/schedule/ai/suggest` | user | `schedule_ai_suggest` |
+| 1093 | jsonrpc | `/my/schedule/ai/optimize` | user | `schedule_ai_optimize` |
+| 1155 | http | `/my/schedule/connect/google` | user | `connect_google` |
+| 1192 | http | `/my/schedule/connect/microsoft` | user | `connect_microsoft` |
+| 1230 | http | `/my/schedule/oauth/callback` | user | `oauth_callback` |
+| 1356 | jsonrpc | `/my/schedule/disconnect` | user | `schedule_disconnect` |
+| 1370 | jsonrpc | `/my/schedule/sync-now` | user | `schedule_sync_now` |
+| 1398 | http | `/schedule/<slug>` | public | `public_booking_page` |
+| 1431 | jsonrpc | `/schedule/<slug>/available-slots` | public (csrf=False) | `public_available_slots` |
+| 1465 | http POST | `/schedule/<slug>/book` | public (csrf) | `public_book_submit` ⚠ tz-bug + no re-validate |
+| 1602 | jsonrpc | `/my/schedule/toggle-booking` | user | `schedule_toggle_booking` |
+
+---
+
+## 3. Frontend JS
+
+### 3.1 backend patch — `static/src/views/fusion_calendar_controller.js`
+`patch(AttendeeCalendarController.prototype)`: `setup`, getters `fusionAccounts` /
+`fusionSyncing`, `_loadFusionAccounts` (→ `get_user_accounts_status`), `onFusionSyncNow`
+(→ `sync_current_user`). Template `.xml` hides `#header_synchronization_settings`, injects
+account chips + sync button + cog→`/my/schedule`.
+
+### 3.2 `static/src/js/portal_schedule_booking.js` (authenticated book page)
+`setTzCookie` (4), `getAppointmentTypeId` (35), `truncate` (41), `formatDateStr` (46),
+`addDays` (53), `getMonday` (59), `selectDay` (67), `fetchWeekEvents` (77) →
+`/my/schedule/week-events`, `navigateWeek` (120), `renderWeekCalendar` (140), `fetchSlots`
+(260) → `/my/schedule/available-slots`, `renderGroup` (319, nested), `fetchAiSuggestions`
+(364) → `/my/schedule/ai/suggest`, `setupAddressAutocomplete` (516, Google Places).
+
+### 3.3 `static/src/js/portal_schedule_accounts.js` (dashboard)
+Utils: `localDateStr` (4), `setTzCookie` (12), `jsonRpc` (21), `fusionConfirm` (30),
+`fusionToast` (87, builds `#fusionToastLive` — template `#fusionToast` is dead),
+`closeRescheduleModal` (304), `closeOptimizeModal` (474). Event bindings: disconnect (112)
+→ `/disconnect`, sync (141) → `/sync-now`, share (160), save-prefs (186) → `/preferences`,
+cancel (231) → `/event/cancel`, reschedule open (274) + date-change (321) +
+confirm (375) → `/event/reschedule`, optimize (413) → `/ai/optimize`.
+
+> Public pages (`public_booking_page`, `public_manage_page`) carry their **own inline
+> `<script>`** in `public_booking.xml` (a 2nd copy of slot-render + Places autocomplete +
+> reschedule) — they do **not** use the files above. See CLAUDE §9.1.
+
+### 3.4 DOM-id contract (templates ↔ JS)
+Book page: `bookingDate`, `appointmentTypeSelect`, `slotsContainer/slotsGrid/slotsLoading/
+noSlots`, `slotDatetime`, `slotDuration`, `weekCalendar{Container,Loading,Grid,Header,Body,
+Empty,Nav}`, `btnPrevWeek/btnNextWeek/weekRangeLabel`, `aiSuggest{Section,Loading,Grid}`,
+`btnAiSuggest`, `clientStreet/City/Province/Postal/Lat/Lng`, `btnSubmitBooking`.
+Dashboard: `fusionConfirmModal`(+Title/Message/Ok), `rescheduleModal`(+Date/SlotsContainer/
+SlotsGrid/EventId/SlotDatetime/EventDuration/EventName/AppTypeId/btnConfirmReschedule),
+`optimizeModal`(+Loading/Result/CurrentTravel/NewTravel/Savings/ScheduleList/Error),
+`schedulePrefsForm`/`btnSavePrefs`/`prefsSavedMsg`, `btnOptimizeSchedule`, `.js-*` classes.
+Public: `publicBookingDate`, `publicSlots*`, `publicSlotDatetime/Duration`, `publicBtnSubmit`,
+`publicAppointmentType`, `publicClient*`, `publicReschedule*`.
+
+---
+
+## 4. Templates / data / security / settings
+
+**Templates**
+| id | file:line | base layout |
+|---|---|---|
+| `portal_schedule_page` | portal_schedule.xml:6 | `portal.portal_layout` |
+| `portal_schedule_book` | portal_schedule.xml:605 | `portal.portal_layout` |
+| `public_booking_page` | public_booking.xml:6 | `website.layout` (+inline JS) |
+| `public_manage_page` | public_booking.xml:345 | `website.layout` (+inline JS) |
+| `portal_my_home_schedule` | portal_schedule_tile.xml:5 | inherit `fusion_portal.portal_my_home_authorizer` |
+| `FusionCalendarController` | fusion_calendar_controller.xml | t-inherit `calendar.AttendeeCalendarController` |
+| `res_config_settings_view_form_fusion_schedule` | res_config_settings_views.xml:4 | inherit `base.res_config_settings_view_form` |
+
+**Backend views** — `fusion_calendar_account_views.xml`: list (5), form (24),
+`action_fusion_calendar_account` (56), `menu_fusion_calendar_account` (63, under
+`base.menu_custom`).
+
+**Data** — `ir_cron_fusion_calendar_sync` (ir_cron_data.xml:4, 5 min, `_cron_sync_all_accounts`);
+`fusion_schedule_booking_confirmation` (mail_template_data.xml:4, model `calendar.event`,
+NOT noupdate); `default_appointment_invite` (appointment_invite_data.xml:8, noupdate,
+short_code `book-appointment`, empty types).
+
+**Security** — rules `fusion_calendar_account_user_rule` (security.xml:5),
+`fusion_calendar_event_link_user_rule` (security.xml:13); ACL: 4 rows in
+`ir.model.access.csv` (account: CRUD user / none public; link: CRU user / full system).
+
+---
+
+## 5. Config parameters (`ir.config_parameter`)
+
+**Owned** — `fusion_schedule_google_client_id`, `_google_client_secret`,
+`fusion_schedule_microsoft_client_id`, `_microsoft_client_secret`,
+`fusion_schedule_sync_interval`; `fusion_schedule.default_work_start` / `_work_end` /
+`_break_start` / `_break_duration` / `_travel_buffer`.
+**Fallback (not owned)** — `google_calendar_client_id` / `_secret`,
+`microsoft_calendar_client_id` / `_secret`, `web.base.url`; and the fusion_claims namespace
+`fusion_claims.portal_gradient_start/_mid/_end`, `fusion_claims.google_maps_api_key`,
+`fusion_claims.ai_api_key`.
+
+---
+
+## 6. External HTTP it talks to
+
+- **Google** OAuth (`accounts.google.com/o/oauth2/auth`, `oauth2.googleapis.com/token`),
+  Calendar v3 (`googleapis.com/calendar/v3`), userinfo, Distance Matrix + Geocoding
+  (`maps.googleapis.com`). Scopes: `calendar` + `userinfo.email`.
+- **Microsoft** OAuth (`login.microsoftonline.com/common/oauth2/v2.0/*`), Graph
+  (`graph.microsoft.com/v1.0` — `me/calendarView/delta`, `me/events`, `me`). Scopes:
+  `offline_access openid Calendars.ReadWrite User.Read`.
+- **OpenAI** `api.openai.com/v1/chat/completions` (`gpt-4o-mini`) — fallback only.
+
+---
+
+## 7. Cross-module touchpoints (full detail in CLAUDE §4)
+
+| direction | what | where |
+|---|---|---|
+| depends ↓ | `fusion_portal` (→ fusion_claims stack) | __manifest__.py:35 |
+| inherit ↓ | `fusion_portal.portal_my_home_authorizer` | portal_schedule_tile.xml:6 |
+| soft-call ↓ | `fusion.api.service` (fusion_api) | portal_schedule.py:104,117 |
+| ICP read ↓ | `fusion_claims.{portal_gradient_*,google_maps_api_key,ai_api_key}` | portal_schedule.py:33-35,111,126 |
+| cookie ← | `tz` set by `fusion_portal/.../timezone_detect.js` | portal_schedule.py:_resolve_timezone |
+| shared table | `calendar.event` (also written by fusion_claims schedule wizard / appointment) | models/calendar_event.py |
+| reverse | **none** (only fusion_repairs lists it as *deferred*) | — |
+
+---
+
+## 8. Audit cross-reference
+
+**19 findings** logged → Supabase `fusionapps.issues`, project **Fusion Schedule**
+(`576de219-57e6-4596-8c8c-0c093e4cb54a`), all `status='open'`. Detail + fixes in
+`CLAUDE.md §16` (deep dives #1–#6). Provenance: AI-generated (Cursor + Claude 4.5 Opus) —
+Odoo-19 syntax clean, bugs are semantic. Headlines: (a) timezone double-conversion on `schedule_event_reschedule` /
+`public_book_submit` / `public_manage_reschedule` (slot string is UTC but they re-localize);
+(b) the **sync-dedup cluster** — `_find_existing_event` (`:401`) and the iCalUID lookup
+(`:482`/`:715`) are unscoped by user, so same-titled / shared-invite events **merge across
+different users** and resurrect archived ones; (c) public booking mutates an existing
+`res.partner` by attacker-supplied email.
+
+---
+
+## 9. Consumed contracts — the OTHER side of each cross-module link (integration boundary)
+
+### 9.1 `fusion.api.service` broker (`fusion_api`, **not a manifest dep**)
+`request.env['fusion.api.service']` → **`KeyError` if `fusion_api` absent** (caught by
+fusion_schedule's bare `except` → fallback). 7 models: `fusion.api.service` (AbstractModel,
+broker), `fusion.api.{provider,key,consumer,access,usage,user.limit}` + `usage.daily`.
+Public methods fusion_schedule uses: `get_api_key(provider_type, consumer, feature)` →
+`api_service.py:394`; `call_openai(consumer, feature, messages, model)` → `:278`. **Raises
+`UserError` on 14 conditions** (no active provider `:62`; consumer disabled `:129`; access
+disabled `:141`; monthly/daily budget `:157/167`; rpm/rpd `:185/194`; user blocked/budget/rpd
+`:218/224/234`; no key `:81`; package missing `:280/335`; downstream API error `:319/381`) —
+**any** of these (or KeyError) triggers fusion_schedule's ICP fallback. `provider_type` enum:
+`openai, anthropic, google_maps, google_oauth, microsoft_oauth, twilio, custom`. Consumer
+auto-registers when `fusion_api.auto_detect_consumers` (default True).
+> ⚠ **`get_api_key` returns `key.api_key` (a `group_admin`-gated field) on a *non-sudo*
+> recordset (`api_service.py:407`).** For a portal/public request (non-admin/public user) this
+> likely raises `AccessError` → fusion_schedule's fallback fires **every time** → in practice
+> the maps key for portal/public callers comes from `fusion_claims.google_maps_api_key`, not the
+> broker. The broker path may effectively never succeed for raw-key access from the portal.
+
+### 9.2 `portal_gradient` / `fc_gradient` / the tile target (`fusion_portal`)
+- `portal_gradient` computed in `fusion_portal/controllers/portal_main.py:81-87` from
+  `fusion_claims.portal_gradient_{start,mid,end}` (defaults `#5ba848/#3a8fb7/#2e7aad`) — **only
+  set for portal personas** (`is_authorizer/is_sales_rep_portal/is_client_portal/is_technician_portal`).
+  fusion_schedule computes its **own identical copy** in `portal_schedule.py:33-36`, so its pages
+  don't need the controller — only the **tile** does (via `fc_gradient`, set at
+  `portal_templates.xml:10` = `portal_gradient or <default>`).
+- **Tile xpath fragility:** the tiles grid is `<div class="row g-3 mb-4">` (`portal_templates.xml:52-295`);
+  the anchor is the `/my/funding-claims` card (`:277-294`). fusion_schedule's tile xpath
+  (`portal_schedule_tile.xml:8`) needs **both** the `/my/funding-claims` `<a>` and the exact
+  `row g-3 mb-4` class triple — change either and the tile **ParseErrors at install** of
+  fusion_schedule.
+- **`tz` cookie** set by `fusion_portal/static/src/js/timezone_detect.js:25`: name `tz`, value
+  raw IANA (`America/Toronto`), `path=/ max-age=31536000 SameSite=Lax`. Read at
+  `portal_schedule.py:_resolve_timezone` (2nd priority after `user.tz`).
+
+### 9.3 The borrowed `fusion_claims.*` params — ownership (defaults all match)
+| ICP key | owning field | file:line | default |
+|---|---|---|---|
+| `fusion_claims.portal_gradient_start/_mid/_end` | `fc_portal_gradient_*` | `fusion_claims/.../res_config_settings.py:461-474` | `#5ba848/#3a8fb7/#2e7aad` |
+| `fusion_claims.ai_api_key` | `fc_ai_api_key` | `fusion_claims/.../res_config_settings.py:355` | empty |
+| `fusion_claims.google_maps_api_key` | `fc_google_maps_api_key` | **`fusion_tasks`/.../res_config_settings.py:12-16** | empty |
+> ⚠ The maps key is **owned by `fusion_tasks`, not `fusion_claims`** (the `fusion_claims.*`
+> prefix is kept for data continuity). Grepping `fusion_claims/` for it finds nothing. Both
+> owners are transitive deps via fusion_portal, so the params are always present.
+
+---
+
+## 10. Sibling scheduling surfaces & how they interact with this module
+
+**Baseline:** fusion_schedule is the **only** `calendar.event` extender; its `write/unlink`
+push to external is gated by `_skip_fc_sync()` (context `no_calendar_sync`/`dont_notify`) +
+presence of links, and `_cross_calendar_push` (cron) mirrors **unlinked Odoo-native** events
+(−1d…+90d, on the user's partner) to the **first** account **only if the user has >1 account**.
+
+| Writer | what it creates | interaction with fusion_schedule |
+|---|---|---|
+| `fusion_claims` `schedule_assessment_wizard.py:186` | 1 `calendar.event`/manual schedule (assessor partner, optional email alarm), **plain create** | eligible for cron mirror; **later edits fire the synchronous `write()` push** |
+| `fusion_portal` `portal_assessment.py:1194` | 1 `calendar.event`/public booking (sales-rep partner; sets `accessibility.assessment.calendar_event_id`), **plain sudo create** | same as above |
+| `fusion_tasks` `technician_task.py:1572` (`_sync_calendar_event`) | **HIGH volume** — 1 event/task, re-synced on every schedule-field write/create; **writes with `silent_ctx` (`dont_notify=True`)** | synchronous push **suppressed**; external mirror deferred to the 5-min cron. **Protection hinges on `dont_notify` staying in `silent_ctx`** — drop it and every task edit becomes an inline Google/Outlook round-trip |
+
+- **Reverse coupling:** `fusion_tasks` slot scheduler reads `calendar.event` for busy intervals
+  (`technician_task.py:495-540`) and **excludes its own task-linked events**, so
+  externally-synced calendar entries (pulled by fusion_schedule) correctly block technician
+  availability.
+- **Repo sweep:** only these **4** modules touch `calendar.event`/appointments; **only
+  fusion_schedule uses Enterprise `appointment.*`** (the others create raw `calendar.event`).
+  `fusion_repairs` maintenance booking is still *planned*. Stale vendored copies of the task
+  engine exist under `Entech Plating/` and `fusion_plating/` — **not** the canonical install
+  path; flag for cleanup.
+- **Maps key consumers:** `fusion_tasks` travel-time (`_calculate_travel_time`) and
+  `fusion_claims` `google_address_autocomplete.js` both read `fusion_claims.google_maps_api_key`
+  (owned by fusion_tasks) — same key fusion_schedule falls back to.

fusion_schedule/controllers/portal_schedule.py

@@ -1,7 +1,6 @@
 # -*- coding: utf-8 -*-
 
 import json
-import hashlib
 import logging
 import secrets
 
@@ -796,12 +795,12 @@ class PortalSchedule(CustomerPortal):
         if not event.exists() or partner not in event.partner_ids:
             return {'success': False, 'error': 'Event not found or access denied.'}
 
-        tz = self._get_user_timezone()
+        # The slot datetime sent by the client is already UTC (the slot
+        # generator emits UTC); parse it directly — do NOT re-localize, which
+        # would double-shift the appointment by the user's UTC offset.
         try:
-            start_naive = datetime.strptime(new_datetime, '%Y-%m-%d %H:%M:%S')
+            start_utc = datetime.strptime(new_datetime, '%Y-%m-%d %H:%M:%S')
-            start_local = tz.localize(start_naive)
+        except (ValueError, Exception):
-            start_utc = start_local.astimezone(pytz.utc).replace(tzinfo=None)
-        except (ValueError, Exception) as e:
             return {'success': False, 'error': 'Invalid date/time format.'}
 
         duration = float(new_duration) if new_duration else event.duration
@@ -883,12 +882,10 @@ class PortalSchedule(CustomerPortal):
         if not slot_datetime:
             return request.redirect('/schedule/manage/%s?error=Please+select+a+new+time+slot' % token)
 
-        tz = self._resolve_timezone(event.user_id)
+        # The slot datetime is already UTC (the slot generator emits UTC); parse
-
+        # directly — do NOT re-localize (that double-shifts by the tz offset).
         try:
-            start_naive = datetime.strptime(slot_datetime, '%Y-%m-%d %H:%M:%S')
+            start_utc = datetime.strptime(slot_datetime, '%Y-%m-%d %H:%M:%S')
-            start_local = tz.localize(start_naive)
-            start_utc = start_local.astimezone(pytz.utc).replace(tzinfo=None)
         except (ValueError, Exception):
             return request.redirect('/schedule/manage/%s?error=Invalid+time+slot' % token)
 
@@ -1499,12 +1496,10 @@ class PortalSchedule(CustomerPortal):
                 '/schedule/%s?error=Name,+email,+and+time+slot+are+required' % slug
             )
 
-        tz = self._resolve_timezone(user)
+        # The slot datetime is already UTC (the slot generator emits UTC); parse
-
+        # directly — do NOT re-localize (that double-shifts by the tz offset).
         try:
-            start_dt_naive = datetime.strptime(slot_datetime, '%Y-%m-%d %H:%M:%S')
+            start_dt_utc = datetime.strptime(slot_datetime, '%Y-%m-%d %H:%M:%S')
-            start_dt_local = tz.localize(start_dt_naive)
-            start_dt_utc = start_dt_local.astimezone(pytz.utc).replace(tzinfo=None)
         except (ValueError, Exception) as e:
             _logger.error("Failed to parse slot datetime %s: %s", slot_datetime, e)
             return request.redirect('/schedule/%s?error=Invalid+time+slot' % slug)
@@ -1512,17 +1507,22 @@ class PortalSchedule(CustomerPortal):
         duration = float(slot_duration)
         stop_dt_utc = start_dt_utc + timedelta(hours=duration)
 
-        # Find or create partner for the visitor
+        # Find or create a contact for the visitor. SECURITY: this is an
+        # unauthenticated endpoint and visitor_email is attacker-controlled, so
+        # never reuse/attach a partner that backs a login user (staff/internal),
+        # and never write onto an existing contact. Reuse only a plain non-user
+        # contact (avoids duplicates for genuine repeat visitors).
         Partner = request.env['res.partner'].sudo()
-        partner = Partner.search([('email', '=ilike', visitor_email)], limit=1)
+        partner = Partner.search([
+            ('email', '=ilike', visitor_email),
+            ('user_ids', '=', False),
+        ], limit=1)
         if not partner:
             partner = Partner.create({
                 'name': visitor_name,
                 'email': visitor_email,
-                'phone': visitor_phone,
+                'phone': visitor_phone or False,
             })
-        elif visitor_phone and not partner.phone:
-            partner.phone = visitor_phone
 
         address_parts = [p for p in [visitor_street, visitor_city, visitor_province, visitor_postal] if p]
         location = ', '.join(address_parts)

fusion_schedule/models/calendar_event.py

@@ -1,7 +1,6 @@
 # -*- coding: utf-8 -*-
 
 import logging
-import secrets
 
 from odoo import api, fields, models
 

fusion_schedule/models/fusion_calendar_account.py

@@ -4,7 +4,7 @@ import json
 import logging
 import time
 import requests
-from datetime import datetime, timedelta
+from datetime import datetime, timedelta, timezone
 
 from odoo import api, fields, models, _
 from odoo.exceptions import UserError
@@ -338,7 +338,17 @@ class FusionCalendarAccount(models.Model):
         updated = 0
         deleted = 0
         for event_data in all_events:
-            result = self._process_google_event(event_data)
+            # Per-row savepoint: one bad event must not abort the whole page
+            # (which would leave sync_token unadvanced and re-fail every cron).
+            try:
+                with self.env.cr.savepoint():
+                    result = self._process_google_event(event_data)
+            except Exception as e:
+                _logger.warning(
+                    "Skipping Google event %s on account %s: %s",
+                    event_data.get('id'), self.id, e,
+                )
+                continue
             if result == 'created':
                 created += 1
             elif result == 'updated':
@@ -409,7 +419,15 @@ class FusionCalendarAccount(models.Model):
         stop_val = vals.get('stop') or vals.get('stop_date')
         if not (start_val and stop_val and vals.get('name')):
             return None
-        domain = [('name', '=', vals['name']), ('active', 'in', [True, False])]
+        # Scope to THIS account's owner so a same-titled, same-time event that
+        # belongs to a DIFFERENT user is never merged in. Reuse only this
+        # account's own pulled events, or the user's native (sourceless) events.
+        domain = [
+            ('name', '=', vals['name']),
+            ('active', 'in', [True, False]),
+            ('partner_ids', 'in', [self.x_fc_user_id.partner_id.id]),
+            ('x_fc_source_account_id', 'in', [self.id, False]),
+        ]
         if vals.get('allday'):
             domain += [('start_date', '=', start_val), ('stop_date', '=', stop_val)]
         else:
@@ -417,20 +435,20 @@ class FusionCalendarAccount(models.Model):
         return CalendarEvent.search(domain, limit=1)
 
     def _upsert_event_link(self, EventLink, odoo_event_id, external_id, ical_uid):
-        """Create or update a link between an Odoo event and an external event.
+        """Create or update the link for this (account, external event).
 
-        If this account already has a link to the same Odoo event, update the
+        Branches on the table's real UNIQUE key (account, external_id) so it can
-        external_id rather than creating a duplicate link row.  Returns the
+        never raise an IntegrityError; if the external event is already linked,
-        link record.
+        re-point it at the given Odoo event.  Returns the link record.
         """
         existing = EventLink.search([
             ('x_fc_account_id', '=', self.id),
-            ('x_fc_event_id', '=', odoo_event_id),
+            ('x_fc_external_id', '=', external_id),
         ], limit=1)
         now = fields.Datetime.now()
         if existing:
             existing.write({
-                'x_fc_external_id': external_id,
+                'x_fc_event_id': odoo_event_id,
                 'x_fc_universal_id': ical_uid or existing.x_fc_universal_id,
                 'x_fc_last_synced': now,
             })
@@ -481,7 +499,7 @@ class FusionCalendarAccount(models.Model):
 
         existing_link = EventLink.search([
             ('x_fc_universal_id', '=', ical_uid),
-            ('x_fc_universal_id', '!=', False),
+            ('x_fc_account_id.x_fc_user_id', '=', self.x_fc_user_id.id),
         ], limit=1) if ical_uid else None
 
         if existing_link and existing_link.x_fc_event_id:
@@ -527,8 +545,8 @@ class FusionCalendarAccount(models.Model):
                 start_dt = datetime.fromisoformat(start_str.replace('Z', '+00:00'))
                 end_dt = datetime.fromisoformat(end_str.replace('Z', '+00:00'))
                 # Convert to naive UTC for Odoo
-                start_utc = start_dt.astimezone(tz=None).replace(tzinfo=None) if start_dt.tzinfo else start_dt
+                start_utc = start_dt.astimezone(timezone.utc).replace(tzinfo=None) if start_dt.tzinfo else start_dt
-                end_utc = end_dt.astimezone(tz=None).replace(tzinfo=None) if end_dt.tzinfo else end_dt
+                end_utc = end_dt.astimezone(timezone.utc).replace(tzinfo=None) if end_dt.tzinfo else end_dt
             except (ValueError, KeyError):
                 return None
             vals = {
@@ -567,10 +585,12 @@ class FusionCalendarAccount(models.Model):
                 MICROSOFT_GRAPH_API, MICROSOFT_SELECT_FIELDS, start_dt, end_dt,
             )
 
-        all_events = []
         next_sync_token = self.x_fc_sync_token
         page_num = 0
-        max_events = 5000 if self.x_fc_sync_token else 2000
+        created = 0
+        updated = 0
+        deleted = 0
+        processed = 0
 
         while url:
             page_num += 1
@@ -594,16 +614,28 @@ class FusionCalendarAccount(models.Model):
             resp.raise_for_status()
             data = resp.json()
 
+            # Process each page as it arrives — no unbounded accumulation and no
+            # event cap that would silently drop everything past the limit. Each
+            # event gets its own savepoint so one bad row can't abort the page.
             page_events = data.get('value', [])
-            all_events.extend(page_events)
+            for event_data in page_events:
-            _logger.warning("MS sync account %s page %d: %d events (total %d)", self.id, page_num, len(page_events), len(all_events))
+                try:
-
+                    with self.env.cr.savepoint():
-            if len(all_events) >= max_events:
+                        result = self._process_microsoft_event(event_data)
-                _logger.warning(
+                except Exception as e:
-                    "MS sync account %s: hit event limit (%d/%d), stopping fetch",
+                    _logger.warning(
-                    self.id, len(all_events), max_events,
+                        "Skipping MS event %s on account %s: %s",
-                )
+                        event_data.get('id'), self.id, e,
-                break
+                    )
+                    continue
+                if result == 'created':
+                    created += 1
+                elif result == 'updated':
+                    updated += 1
+                elif result == 'deleted':
+                    deleted += 1
+                processed += 1
+            _logger.warning("MS sync account %s page %d: %d events (processed %d total)", self.id, page_num, len(page_events), processed)
 
             url = data.get('@odata.nextLink')
             if not url:
@@ -611,21 +643,6 @@ class FusionCalendarAccount(models.Model):
                 if '$deltatoken=' in delta_link:
                     next_sync_token = delta_link.split('$deltatoken=')[-1]
 
-        _logger.warning("MS sync account %s: processing %d events...", self.id, len(all_events))
-        created = 0
-        updated = 0
-        deleted = 0
-        for i, event_data in enumerate(all_events):
-            result = self._process_microsoft_event(event_data)
-            if result == 'created':
-                created += 1
-            elif result == 'updated':
-                updated += 1
-            elif result == 'deleted':
-                deleted += 1
-            if (i + 1) % 25 == 0:
-                _logger.warning("MS sync account %s: processed %d/%d events", self.id, i + 1, len(all_events))
-
         self.sudo().write({
             'x_fc_sync_token': next_sync_token,
             'x_fc_last_sync': fields.Datetime.now(),
@@ -714,7 +731,7 @@ class FusionCalendarAccount(models.Model):
 
         existing_link = EventLink.search([
             ('x_fc_universal_id', '=', ical_uid),
-            ('x_fc_universal_id', '!=', False),
+            ('x_fc_account_id.x_fc_user_id', '=', self.x_fc_user_id.id),
         ], limit=1) if ical_uid else None
 
         if existing_link and existing_link.x_fc_event_id:

scripts/verify_service_booking.sh

@@ -0,0 +1,163 @@
+#!/usr/bin/env bash
+# =============================================================================
+# verify_service_booking.sh
+#
+# HANDS-OFF clone-verify (and, behind a flag, deploy) for the Technician
+# Service Booking feature (fusion_tasks + fusion_claims) on the Westin host.
+#
+# It automates the documented "Westin Prod — Clone-Verify / Deploy" procedure
+# (see Odoo-Modules/CLAUDE.md) end-to-end:
+#   1. refresh the branch checkout on the host
+#   2. clone the live DB to a throwaway test DB (+ the orphaned-tax-FK cleanup)
+#   3. stage the branch modules into the _test shadow prefix (prod untouched)
+#   4. install/upgrade + run the module tests on the clone  (PASS/FAIL gate)
+#   5. (only with --deploy AND green tests) back up, swap, -u prod, restart
+#   6. always clean up the clone + staging
+#
+# Verify-only by default. Deploy is OFF unless you pass --deploy.
+#
+# RUN IT ON THE WESTIN HOST:
+#   ssh odoo-westin            # (via your usual jump)
+#   # one-time: put the branch on the host, e.g.
+#   #   git clone <remote> /opt/odoo/staging/Odoo-Modules   (or scp the tree there)
+#   bash verify_service_booking.sh                 # verify only
+#   DEPLOY=1 bash verify_service_booking.sh --deploy   # verify, then deploy on green
+#
+# Prereq: the feature code must already be implemented on $BRANCH. This script
+# does NOT write code — it verifies/deploys what's on the branch.
+# =============================================================================
+set -Eeuo pipefail
+
+# ----------------------------- CONFIG (env-overridable) ----------------------
+APP="${APP:-odoo-dev-app}"                 # Odoo app container
+DBC="${DBC:-odoo-dev-db}"                  # Postgres container
+PROD_DB="${PROD_DB:-westin-v19}"           # live DB (cloned, never -u'd unless --deploy)
+CLONE_DB="${CLONE_DB:-westin-v19-svcbook}" # throwaway verify DB
+PGPW="${PGPW:-DevSecure2025!}"
+PGUSER="${PGUSER:-odoo}"
+
+MODULES="${MODULES:-fusion_tasks,fusion_claims}"   # comma list for -u
+TEST_TAGS="${TEST_TAGS:-/fusion_tasks,/fusion_claims}"
+MOD_DIRS=(fusion_tasks fusion_claims)              # dirs to stage/deploy
+
+BRANCH="${BRANCH:-claude/technician-service-booking}"
+SRC="${SRC:-/opt/odoo/staging/Odoo-Modules}"       # host checkout of the branch
+STAGE="${STAGE:-/opt/odoo/custom-addons/_test}"    # shadow prefix (CLAUDE.md)
+LIVE_ADDONS="${LIVE_ADDONS:-/opt/odoo/custom-addons}"
+BACKUPS="${BACKUPS:-/opt/odoo/backups}"            # OUTSIDE the addons path
+CONF="${CONF:-/etc/odoo/odoo.conf}"
+
+# _test prefix SHADOWS prod (first match wins); deps load from the real path.
+ADDONS_PATH="/usr/lib/python3/dist-packages/odoo/addons,/usr/lib/python3/dist-packages/addons,${STAGE},/mnt/enterprise-addons,/mnt/extra-addons"
+LIVE_ADDONS_PATH="/usr/lib/python3/dist-packages/odoo/addons,/usr/lib/python3/dist-packages/addons,/mnt/enterprise-addons,/mnt/extra-addons"
+
+DEPLOY=0
+[[ "${1:-}" == "--deploy" || "${DEPLOY:-0}" == "1" ]] && DEPLOY=1
+STAMP="$(date +%Y%m%d-%H%M%S 2>/dev/null || echo manual)"
+LOG="/tmp/svcbook_verify_${STAMP}.log"
+
+c() { printf '\n\033[1;36m== %s ==\033[0m\n' "$*"; }       # section
+ok() { printf '\033[1;32m%s\033[0m\n' "$*"; }
+err() { printf '\033[1;31m%s\033[0m\n' "$*" >&2; }
+dexec() { docker exec "$@"; }
+psql_clone() { dexec -e PGPASSWORD="$PGPW" "$DBC" psql -U "$PGUSER" -d "$CLONE_DB" -v ON_ERROR_STOP=1 "$@"; }
+
+# ----------------------------- CLEANUP TRAP ----------------------------------
+cleanup() {
+  c "Cleanup"
+  rm -rf "${STAGE:?}/"* 2>/dev/null || true
+  dexec -e PGPASSWORD="$PGPW" "$DBC" dropdb -U "$PGUSER" --if-exists "$CLONE_DB" 2>/dev/null || true
+  ok "Dropped clone $CLONE_DB, cleared $STAGE"
+}
+trap 'err "FAILED (line $LINENO). See $LOG"; cleanup' ERR
+trap 'cleanup' EXIT
+
+# ----------------------------- 0. SANITY -------------------------------------
+c "Pre-flight"
+docker ps --format '{{.Names}}' | grep -qx "$APP" || { err "container $APP not running"; exit 1; }
+docker ps --format '{{.Names}}' | grep -qx "$DBC" || { err "container $DBC not running"; exit 1; }
+if [[ -d "$SRC/.git" ]]; then
+  git -C "$SRC" fetch --quiet origin "$BRANCH" && git -C "$SRC" checkout --quiet "$BRANCH" && git -C "$SRC" pull --quiet --ff-only origin "$BRANCH"
+  ok "Branch $BRANCH @ $(git -C "$SRC" rev-parse --short HEAD)"
+else
+  err "WARNING: $SRC is not a git checkout — staging whatever is on disk there."
+fi
+for m in "${MOD_DIRS[@]}"; do [[ -d "$SRC/$m" ]] || { err "missing module dir: $SRC/$m"; exit 1; }; done
+
+# ----------------------------- 1. CLONE THE DB -------------------------------
+c "Clone $PROD_DB -> $CLONE_DB (read-only on prod)"
+dexec -e PGPASSWORD="$PGPW" "$DBC" sh -c \
+  "dropdb -U $PGUSER --if-exists $CLONE_DB; createdb -U $PGUSER -O $PGUSER $CLONE_DB && pg_dump -U $PGUSER $PROD_DB | psql -U $PGUSER -q -d $CLONE_DB" \
+  >>"$LOG" 2>&1
+ok "Cloned."
+
+# ----------------------------- 2. ORPHAN-TAX-FK CLEANUP (clone only) ---------
+# westin-v19 has ~3300 orphaned tax m2m rows under validated FKs; a plain
+# pg_dump|psql clone can't rebuild the validating FK over them -> Odoo fails to
+# load the registry. Safe to delete ON THE CLONE only. (CLAUDE.md gotcha.)
+c "Orphaned-tax-FK cleanup (clone only)"
+psql_clone -c "DELETE FROM product_taxes_rel       WHERE tax_id NOT IN (SELECT id FROM account_tax);" >>"$LOG" 2>&1 || true
+psql_clone -c "DELETE FROM product_supplier_taxes_rel WHERE tax_id NOT IN (SELECT id FROM account_tax);" >>"$LOG" 2>&1 || true
+# sweep any other %_rel table carrying a tax_id column
+psql_clone -t -A -c "SELECT table_name FROM information_schema.columns WHERE column_name='tax_id' AND table_name LIKE '%\\_rel';" 2>/dev/null \
+ | while read -r t; do [[ -n "$t" ]] && psql_clone -c "DELETE FROM ${t} WHERE tax_id NOT IN (SELECT id FROM account_tax);" >>"$LOG" 2>&1 || true; done
+ok "Orphan FKs cleared on clone."
+
+# ----------------------------- 3. STAGE MODULES (shadow) ---------------------
+c "Stage modules into $STAGE (shadows prod, prod files untouched)"
+mkdir -p "$STAGE"
+for m in "${MOD_DIRS[@]}"; do rm -rf "${STAGE:?}/$m"; cp -r "$SRC/$m" "$STAGE/$m"; done
+ok "Staged: ${MOD_DIRS[*]}"
+
+# ----------------------------- 4. INSTALL/UPGRADE + TESTS (clone) -----------
+# Test-runner gotchas on the prod-config container (CLAUDE.md / fusion_repairs):
+#   --test-enable SILENTLY SKIPS without --workers 0; log_level=warn hides test
+#   output -> add --log-level=test. The EXIT CODE is authoritative.
+run_odoo() {  # $1 = extra args
+  dexec "$APP" odoo -d "$CLONE_DB" \
+    --db_host db --db_port 5432 --db_user "$PGUSER" --db_password "$PGPW" \
+    --addons-path="$ADDONS_PATH" --stop-after-init --no-http $1
+}
+
+c "Install/upgrade on clone (catches install/render errors)"
+if run_odoo "-u $MODULES" >>"$LOG" 2>&1; then ok "Upgrade OK"; else err "UPGRADE FAILED — see $LOG"; tail -40 "$LOG"; exit 2; fi
+
+c "Run module tests on clone"
+if run_odoo "-u $MODULES --test-enable --test-tags $TEST_TAGS --workers 0 --log-level=test" >>"$LOG" 2>&1; then
+  TESTS_OK=1; ok "TESTS PASSED"
+else
+  TESTS_OK=0; err "TESTS FAILED (exit $?)"; grep -E 'FAIL|ERROR|Traceback' "$LOG" | tail -40 || true
+fi
+
+echo
+c "VERIFY RESULT"
+if [[ "${TESTS_OK:-0}" == "1" ]]; then ok "✅ Clone-verify GREEN  (full log: $LOG)"; else err "❌ Clone-verify RED  (full log: $LOG)"; fi
+
+# ----------------------------- 5. DEPLOY (gated) -----------------------------
+if [[ "$DEPLOY" == "1" ]]; then
+  if [[ "${TESTS_OK:-0}" != "1" ]]; then err "Not deploying — tests are red."; exit 3; fi
+  c "DEPLOY to $PROD_DB (tests green)"
+  mkdir -p "$BACKUPS"
+  # DB backup (-Fc) + module dir backups OUTSIDE the addons path
+  dexec -e PGPASSWORD="$PGPW" "$DBC" pg_dump -Fc -U "$PGUSER" "$PROD_DB" > "$BACKUPS/${PROD_DB}_${STAMP}.dump"
+  for m in "${MOD_DIRS[@]}"; do [[ -d "$LIVE_ADDONS/$m" ]] && cp -r "$LIVE_ADDONS/$m" "$BACKUPS/${m}_${STAMP}"; done
+  ok "Backed up DB + module dirs to $BACKUPS"
+  # swap branch modules into the real addons
+  for m in "${MOD_DIRS[@]}"; do rm -rf "${LIVE_ADDONS:?}/$m"; cp -r "$SRC/$m" "$LIVE_ADDONS/$m"; done
+  # -u prod, gated on exit 0
+  if dexec "$APP" odoo -d "$PROD_DB" --db_host db --db_port 5432 --db_user "$PGUSER" --db_password "$PGPW" \
+        --addons-path="$LIVE_ADDONS_PATH" -u "$MODULES" --stop-after-init --no-http >>"$LOG" 2>&1; then
+    dexec -e PGPASSWORD="$PGPW" "$DBC" psql -U "$PGUSER" -d "$PROD_DB" -c \
+      "DELETE FROM ir_attachment WHERE url LIKE '/web/assets/%';" >>"$LOG" 2>&1 || true
+    docker restart "$APP" >>"$LOG" 2>&1
+    ok "🚀 Deployed + assets cleared + $APP restarted."
+  else
+    err "PROD -u FAILED — restoring module dirs, NOT restarting."
+    for m in "${MOD_DIRS[@]}"; do rm -rf "${LIVE_ADDONS:?}/$m"; [[ -d "$BACKUPS/${m}_${STAMP}" ]] && cp -r "$BACKUPS/${m}_${STAMP}" "$LIVE_ADDONS/$m"; done
+    err "Restore the DB if needed: pg_restore from $BACKUPS/${PROD_DB}_${STAMP}.dump"
+    exit 4
+  fi
+else
+  echo
+  ok "Verify-only run (no deploy). Re-run with --deploy to ship on green."
+fi