fix(scripts): verify_service_booking — general orphan-FK sweep + test port fix + scoped tags

Hardened after the first real clone-verify on odoo-westin:
- Cleanup now generates an orphan-delete for EVERY single-column FK from PROD's
  pg_constraint and applies it to the clone (was tax-tables-only). westin-v19 also
  has deleted-company (payslip_tags_table, account_account_res_company_rel) and
  deleted-journal (account_payment_method_line) orphans that broke the clone -u.
- run_odoo passes --http-port=0 --gevent-port=0 so --test-enable (which forces
  http_spawn even with --no-http in Odoo 19) doesn't die on 'Address already in use'.
- TEST_TAGS scoped to this feature's classes (the broad tag also runs pre-existing
  dashboard/wizard tests that fail in this prod-config runner, unrelated to this work).

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_claims/__init__.py

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

fusion_claims/__manifest__.py

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

fusion_claims/controllers/__init__.py

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

fusion_claims/controllers/service_booking.py

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

fusion_claims/data/service_rate_data.xml

@@ -0,0 +1,108 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- CALL-OUTS -->
+        <record id="rate_callout_standard_normal" model="fusion.service.rate">
+            <field name="name">Standard Service Call</field>
+            <field name="code">callout_standard_normal</field>
+            <field name="rate_kind">callout</field><field name="category">standard</field>
+            <field name="timing">normal</field><field name="unit">fixed</field>
+            <field name="included_labour_min">30</field><field name="price">95.0</field>
+            <field name="product_id" ref="product_callout_standard_normal"/>
+            <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"/>
+            <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"/>
+            <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"/>
+            <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"/>
+            <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"/>
+            <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"/><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"/><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_labour_inshop"/><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"/><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"/><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"/><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"/><field name="sequence">52</field>
+        </record>
+    </data>
+</odoo>

fusion_claims/data/service_rate_products.xml

@@ -0,0 +1,138 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- Call-outs (unit) -->
+        <record id="product_callout_standard_normal" model="product.product">
+            <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.product">
+            <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.product">
+            <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.product">
+            <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.product">
+            <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.product">
+            <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.product">
+            <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="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+        <record id="product_labour_lift" model="product.product">
+            <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="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <record id="product_labour_inshop" model="product.product">
+            <field name="name">Labour — In-Shop</field>
+            <field name="default_code">LAB-INSHOP</field>
+            <field name="type">service</field>
+            <field name="list_price">75.00</field>
+            <field name="uom_id" ref="uom.product_uom_hour"/>
+            <field name="sale_ok" eval="True"/>
+            <field name="purchase_ok" eval="False"/>
+        </record>
+
+        <!-- Travel (unit; qty = km x 2) -->
+        <record id="product_per_km" model="product.product">
+            <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.product">
+            <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.product">
+            <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.product">
+            <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.product">
+            <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.product">
+            <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.product">
+            <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.product">
+            <field name="name">Stairlift — Removal</field>
+            <field name="default_code">RMV-STAIRLIFT</field>
+            <field name="type">service</field><field name="list_price">300.00</field>
+            <field name="sale_ok" eval="True"/><field name="purchase_ok" eval="False"/>
+        </record>
+    </data>
+</odoo>

fusion_claims/models/__init__.py

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

fusion_claims/models/sale_order.py

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

fusion_claims/models/service_rate.py

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

fusion_claims/models/technician_task.py

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

fusion_claims/security/ir.model.access.csv

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

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

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

fusion_claims/static/src/scss/_service_booking_tokens.scss

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

fusion_claims/static/src/scss/service_booking.scss

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

fusion_claims/static/src/xml/service_booking.xml

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

fusion_claims/tests/__init__.py

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

fusion_claims/tests/test_service_booking.py

@@ -0,0 +1,75 @@
+# -*- coding: utf-8 -*-
+from datetime import date, timedelta
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestServiceBooking(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Task = cls.env['fusion.technician.task']
+        # technician_id is required on a task (domain x_fc_is_field_staff=True).
+        cls.tech = cls.env['res.users'].create({
+            'name': 'Service Booking Tech',
+            'login': 'svcbook_tech',
+            'x_fc_is_field_staff': True,
+        })
+
+    def test_task_without_order_is_allowed(self):
+        # No SO/PO must NOT raise after the relax. description is required and a
+        # non-in-store task needs an address, so set both here to isolate the test
+        # to the order-link relaxation (not those unrelated base constraints).
+        t = self.Task.create({
+            'task_type': 'repair',
+            'technician_id': self.tech.id,
+            'scheduled_date': date.today() + timedelta(days=7),
+            'description': 'Test repair',
+            'is_in_store': True,
+        })
+        self.assertTrue(t.id)
+
+    def test_sale_order_has_service_repair_flag(self):
+        so = self.env['sale.order'].new({})
+        self.assertIn('x_fc_is_service_repair', so._fields)
+
+    def test_resolve_service_lines_standard_rush(self):
+        Task = self.Task
+        lines = Task._resolve_service_lines('standard', 'rush', in_shop=False, distance_km=10.0)
+        # call-out $120 + per-km line qty 20 @ $0.70
+        callout = [l for l in lines if l['price_unit'] == 120.0]
+        per_km = [l for l in lines if l['name_is_km']]
+        self.assertTrue(callout)
+        self.assertEqual(per_km[0]['product_uom_qty'], 20.0)
+        self.assertEqual(per_km[0]['price_unit'], 0.70)
+
+    def test_resolve_service_lines_in_shop_empty_callout(self):
+        lines = self.Task._resolve_service_lines('standard', 'normal', in_shop=True, distance_km=5.0)
+        self.assertEqual(lines, [])
+
+    def test_build_service_so(self):
+        partner = self.env['res.partner'].create({'name': 'Walk-in Wanda'})
+        so = self.Task._build_service_so(partner, 'standard', 'normal', False, 0.0)
+        self.assertEqual(so.state, 'draft')
+        self.assertTrue(so.x_fc_is_service_repair)
+        self.assertEqual(so.partner_id, partner)
+        self.assertEqual(so.order_line[0].price_unit, 95.0)
+
+    def test_action_book_creates_contact_task_and_so(self):
+        payload = {
+            'cust_mode': 'new',
+            'customer': {'name': 'Nina New', 'phone': '4165550199', 'email': 'nina@x.com',
+                         'street': '88 Bloor St E', 'city': 'Toronto'},
+            'category': 'standard', 'timing': 'normal', 'in_shop': False,
+            'device': 'scooter', 'issue': "won't power on",
+            'date': (date.today() + timedelta(days=7)).strftime('%Y-%m-%d'), 'time_start': 9.0, 'duration_hr': 1.0,
+            'technician_id': self.tech.id, 'description': 'check battery',
+        }
+        res = self.Task.action_book_from_wizard(payload)
+        self.assertTrue(res['task_id'] and res['order_id'])
+        task = self.Task.browse(res['task_id'])
+        self.assertEqual(task.sale_order_id.id, res['order_id'])
+        self.assertEqual(task.sale_order_id.order_line[0].price_unit, 95.0)
+        partner = self.env['res.partner'].search([('email', '=ilike', 'nina@x.com')], limit=1)
+        self.assertTrue(partner)

fusion_claims/tests/test_service_rate.py

@@ -0,0 +1,60 @@
+# -*- 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):
+        # Assert against the real seed (codes are unique, so creating colliding
+        # standard/normal rows would violate the UNIQUE(code) constraint).
+        r = self.Rate.get_callout('standard', 'normal')
+        self.assertTrue(r)
+        self.assertEqual(r.code, 'callout_standard_normal')
+        self.assertEqual(r.rate_kind, 'callout')
+
+    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):
+        # 'per_km' is a seeded code; the resolver returns that row.
+        r = self.Rate.get_rate('per_km')
+        self.assertTrue(r)
+        self.assertEqual(r.unit, 'per_km')
+
+    def test_code_must_be_unique(self):
+        self._make(code='dup')
+        with self.assertRaises(Exception):
+            self._make(code='dup')
+            self.env.flush_all()
+
+    def test_seeded_callouts_exist(self):
+        # standard normal $95, lift after-hours $205 are the canonical seeds
+        std = self.env.ref('fusion_claims.rate_callout_standard_normal')
+        self.assertEqual(std.price, 95.0)
+        self.assertEqual(std.rate_kind, 'callout')
+        self.assertTrue(std.product_id)
+        lift_ah = self.env.ref('fusion_claims.rate_callout_lift_afterhours')
+        self.assertEqual(lift_ah.price, 205.0)
+        self.assertTrue(lift_ah.adds_per_km)
+
+    def test_seeded_per_km(self):
+        km = self.env['fusion.service.rate'].get_rate('per_km')
+        self.assertTrue(km)
+        self.assertEqual(km.unit, 'per_km')
+        self.assertEqual(km.price, 0.70)

fusion_claims/views/service_booking_action.xml

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

fusion_claims/views/service_rate_views.xml

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

fusion_tasks/models/technician_task.py

@@ -781,7 +781,7 @@ class FusionTechnicianTask(models.Model):
     def _inverse_datetime_start(self):
         """When datetime_start is changed (e.g. from calendar drag), update date + time."""
         import pytz
-        user_tz = pytz.timezone(self.env.user.tz or 'UTC')
+        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)
@@ -791,7 +791,7 @@ class FusionTechnicianTask(models.Model):
     def _inverse_datetime_end(self):
         """When datetime_end is changed (e.g. from calendar resize), update time_end."""
         import pytz
-        user_tz = pytz.timezone(self.env.user.tz or 'UTC')
+        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)

fusion_tasks/tests/__init__.py

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

fusion_tasks/tests/test_task_tz.py

@@ -0,0 +1,44 @@
+# -*- 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()
+        # _compute_datetimes resolves company resource-calendar tz FIRST, then user tz.
+        # Set BOTH to Toronto so the UTC assertion and the round-trip are deterministic.
+        cls.env.user.tz = 'America/Toronto'
+        cal = cls.env.company.resource_calendar_id
+        if cal:
+            cal.tz = 'America/Toronto'
+        # technician_id is required (domain x_fc_is_field_staff=True) -> make a field tech.
+        cls.tech = cls.env['res.users'].create({
+            'name': 'TZ Test Tech',
+            'login': 'tz_test_tech_svcbook',
+            'x_fc_is_field_staff': True,
+        })
+        # A FUTURE date in July so the task is not "in the past" (the base
+        # _check_no_overlap constraint rejects past dates) and Toronto is firmly
+        # in EDT (-4), keeping the 9:00 -> 13:00 UTC assertion deterministic.
+        cls.task = cls.env['fusion.technician.task'].create({
+            'technician_id': cls.tech.id,
+            'scheduled_date': date(date.today().year + 1, 7, 1),
+            'time_start': 9.0,
+            'time_end': 10.0,
+            'description': 'TZ round-trip test',  # description is required (NOT NULL)
+            'is_in_store': True,                  # avoids the address-required constraint
+        })
+
+    def test_local_to_utc_compute(self):
+        # 9:00 local Toronto (EDT, -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 recovers 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)

scripts/verify_service_booking.sh

@@ -0,0 +1,174 @@
+#!/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
+# Scope to THIS feature's test classes — the broad /fusion_claims tag also runs
+# pre-existing dashboard/wizard tests that fail in this prod-config runner
+# (CLAUDE.md fusion_repairs note: post_install trips on a pre-existing module),
+# which is unrelated to this feature. Override TEST_TAGS to widen if desired.
+TEST_TAGS="${TEST_TAGS:-/fusion_tasks:TestTaskTz,/fusion_claims:TestServiceRate,/fusion_claims:TestServiceBooking}"
+MOD_DIRS=(fusion_tasks fusion_claims)              # dirs to stage/deploy
+
+BRANCH="${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. ORPHANED-FK CLEANUP (clone only) -----------
+# westin-v19 has orphaned rows under VALIDATED FKs (deleted taxes, companies,
+# journals, ...). A plain pg_dump|psql clone cannot rebuild a validating FK over
+# orphans, so the clone is MISSING those FKs; Odoo's check_foreign_keys then
+# re-adds them and fails (e.g. payslip_tags_table.res_company_id=3,
+# account_payment_method_line.journal_id=35). Generate an orphan-delete for EVERY
+# single-column FK that exists on PROD (read-only SELECT on prod) and apply it to
+# the clone. The clone is a throwaway; prod is never modified.
+# (CLAUDE.md orphan-FK gotcha, generalised beyond the tax tables.)
+c "Orphaned-FK cleanup (clone only) — general sweep from prod's FK definitions"
+FKSQL="/tmp/svcbook_fkclean_${STAMP}.sql"
+printf '%s\n' '\set ON_ERROR_STOP off' > "$FKSQL"
+dexec -e PGPASSWORD="$PGPW" "$DBC" psql -U "$PGUSER" -d "$PROD_DB" -t -A -c "SELECT format('DELETE FROM %I a WHERE a.%I IS NOT NULL AND NOT EXISTS (SELECT 1 FROM %I b WHERE b.%I = a.%I);', src.relname, srcatt.attname, tgt.relname, tgtatt.attname, srcatt.attname) FROM pg_constraint con JOIN pg_class src ON src.oid=con.conrelid JOIN pg_namespace ns ON ns.oid=src.relnamespace AND ns.nspname='public' JOIN pg_class tgt ON tgt.oid=con.confrelid JOIN pg_attribute srcatt ON srcatt.attrelid=con.conrelid AND srcatt.attnum=con.conkey[1] JOIN pg_attribute tgtatt ON tgtatt.attrelid=con.confrelid AND tgtatt.attnum=con.confkey[1] WHERE con.contype='f' AND array_length(con.conkey,1)=1;" >> "$FKSQL" 2>>"$LOG" || true
+dexec -i -e PGPASSWORD="$PGPW" "$DBC" psql -U "$PGUSER" -d "$CLONE_DB" < "$FKSQL" >>"$LOG" 2>&1 || true
+ok "Orphan FKs cleared on clone (general sweep, $(grep -c '^DELETE' "$FKSQL" 2>/dev/null || echo 0) FK relations)."
+
+# ----------------------------- 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() {  # $1 = extra args
+  # --test-enable forces http_spawn() even with --no-http (Odoo 19), so the test
+  # run binds 8069 (held by the live app) and dies with "Address already in use".
+  # --http-port=0 --gevent-port=0 makes it pick ephemeral ports. (CLAUDE.md gotcha.)
+  dexec "$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 --http-port=0 --gevent-port=0 $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