Sep 4 - Add link relavant issues function

CLAUDE.md

@@ -2,7 +2,7 @@
 
 > **Audience:** AI assistants and developers working on this codebase.  
 > **Purpose:** Authoritative reference for architecture, conventions, gotchas, and decisions.  
-> **Last reviewed:** July 2026 (doc-reconciliation pass — verified against code on disk. Adds previously-undocumented phase28 notify-fix, phase29 broadcasts, phase30–32 device registry; `broadcast` + `devices` + `api_devices` blueprints; Broadcast + DeviceRegistration models; corrected MT-8 billing status to DONE; resolved the device-registration collision (rule 84 — removed duplicate `api_devices` blueprint + `DeviceRegistration` model, consolidated on `DeviceToken`). Prior: Phase 19 + mobile API Phases A–E + Phase 22 comment visibility + Phase 23 support chat/tickets + inspector Excel export + inspection list filters + customer issue logging + AI chatbot + dashboard grouped sections + issues/inspections PDF export + Reports R1–R4 + Phase 24 notify defaults + Phase 25 GPS + Phase 26 vendor fields + Phase 27 score alerts + **MT-0 through MT-8 complete; self-service signup; trial enforcement; billing emails; invoice history; superadmin billing controls; per-tenant backup CLI; health dashboard; fail2ban; welcome email; dunning day-3/7/14; ProxyFix middleware; QR occupant issue reporting; issue handler type (phase39); support chat persistence + knowledge base (phase40); MT-9 iOS pending**)
+> **Last reviewed:** July 2026 (doc-reconciliation pass — verified against code on disk. Adds previously-undocumented phase28 notify-fix, phase29 broadcasts, phase30–32 device registry; `broadcast` + `devices` + `api_devices` blueprints; Broadcast + DeviceRegistration models; corrected MT-8 billing status to DONE; resolved the device-registration collision (rule 84 — removed duplicate `api_devices` blueprint + `DeviceRegistration` model, consolidated on `DeviceToken`). Prior: Phase 19 + mobile API Phases A–E + Phase 22 comment visibility + Phase 23 support chat/tickets + inspector Excel export + inspection list filters + customer issue logging + AI chatbot + dashboard grouped sections + issues/inspections PDF export + Reports R1–R4 + Phase 24 notify defaults + Phase 25 GPS + Phase 26 vendor fields + Phase 27 score alerts + **MT-0 through MT-8 complete; self-service signup; trial enforcement; billing emails; invoice history; superadmin billing controls; per-tenant backup CLI; health dashboard; fail2ban; welcome email; dunning day-3/7/14; ProxyFix middleware; QR occupant issue reporting; issue handler type (phase39); support chat persistence + knowledge base (phase40); Reports R1+R2 contract cascade filter; billing emails branded From address; MT-9 iOS pending**)
 
 ---
 
@@ -34,6 +34,8 @@
 24. [Backup CLI](#24-backup-cli-controlbackuppy)
 25. [Health Dashboard](#25-health-dashboard-health-on-panel)
 26. [Coding Rules for AI Assistants](#26-coding-rules-for-ai-assistants)
+29. [Photo Object Storage (R2)](#29-photo-object-storage-r2)
+30. [Database Health Check](#30-database-health-check-scriptsdb_healthpy)
 
 ---
 
@@ -116,7 +118,7 @@ lt_janitorial_quality_control/
 │   ├── models/
 │   │   ├── inspection.py        # Inspection — mobile_local_id column (Phase B)
 │   │   ├── issue.py             # Issue — mobile_local_id (Phase B), reported_by (Phase 18), mobile_photo_paths (Phase 19)
-│   │   ├── support.py           # SupportTicket, SupportTicketReply (Phase 23)
+│   │   ├── support.py           # SupportChatSession, SupportChatMessage, SupportKnowledge (phase40) + SupportTicket, SupportTicketReply (Phase 23)
 │   │   ├── tenant_settings.py   # MT-7: TenantSettings — per-tenant branding (one row per tenant DB)
 │   │   └── ...
 │   ├── routes/
@@ -223,6 +225,8 @@ lt_janitorial_quality_control/
 | `REDIS_URL` | Optional. When set, Flask-Limiter uses Redis for shared rate-limit counters across Gunicorn workers. |
 | `GROQ_API_KEY` | Optional. When set, enables the AI chatbot at `/support/chat`. Absent → chat input disabled; customers see a "Submit to Support" fallback only. |
 | `GROQ_MODEL` | Optional. Groq model ID. Defaults to `llama-3.3-70b-versatile`. |
+| `DB_POOL_RECYCLE` | Optional, default `1800` (seconds). Retires a pooled connection on the **default bind** after this long. **Must stay below the server's `wait_timeout`** or MySQL closes the socket first and the next request gets `OperationalError 2006`. `scripts/db_health.py` cross-checks the two. Per-tenant engines use `TENANT_ENGINE_POOL_RECYCLE` instead. |
+| `DB_POOL_SIZE` / `DB_MAX_OVERFLOW` | Optional, default `5` / `5`. Per-**worker** pool on the default bind. In MT the real ceiling is `workers x [ (default pool) + TENANT_ENGINE_CACHE_MAX x (tenant pool) ]` — the library defaults (5+10) alone put a 9-worker box at 135 against a `max_connections` of 151, before any tenant engine is counted. |
 | `MULTI_TENANT_ENABLED` | `false` by default. Set `true` to activate Host→tenant routing. Requires all control-plane vars below. |
 | `CONTROL_DATABASE_URL` | Control-plane MySQL URI, e.g. `mysql+pymysql://jqc_control:pw@127.0.0.1/jqc_control`. Required when `MULTI_TENANT_ENABLED=true`. |
 | `CONTROL_FERNET_KEY` | Fernet key for encrypting tenant DB passwords. Generate once; store in `/etc/jqc/control.env`. |
@@ -362,6 +366,28 @@ notifications: id, user_id, title, body, link, is_read, created_at, issue_id,
 notification_preferences: id, user_id, event_type, email_enabled, digest_mode, digest_frequency
 ```
 
+### IssueLink (phase57)
+
+```
+issue_links: id, issue_id (FK→issues CASCADE, indexed),
+             linked_issue_id (FK→issues CASCADE, indexed),
+             link_type ENUM('duplicate','related') NOT NULL DEFAULT 'related',
+             created_by (FK→users SET NULL), created_at
+    UniqueConstraint(issue_id, linked_issue_id) — uq_issue_link
+```
+
+**Connects a duplicate to its original, or two issues about the same thing**, so whoever picks one up can reach the other.
+
+**One row is stored per pair and shown on BOTH issues.** The stored direction carries meaning for `duplicate` — `issue_id` is a duplicate *of* `linked_issue_id` — so the same row reads differently at each end: "Duplicate of #B" on one, "Duplicated by #A" on the other. `related` is symmetric and reads "Related to" from either side. `IssueLink.LABELS` is keyed `(link_type, is_source)` and is the only place that wording lives; `label_for(viewing_issue_id)` / `other_issue(viewing_issue_id)` resolve a row against whichever issue is on screen.
+
+Storing one row rather than a mirrored pair keeps the direction unambiguous and makes unlinking a single delete. The cost: **uniqueness cannot be expressed by the UniqueConstraint alone.** `(A,B)` and `(B,A)` are distinct rows to MySQL but the same link to a person, so **`IssueLink.exists_between(a, b)` is the only correct duplicate check** — it looks both ways. The constraint catches the exact-duplicate row; `exists_between()` catches the reverse.
+
+**A link is PURELY NAVIGATIONAL.** Marking a duplicate does **not** touch either issue's status, `resolved_at`, SLA, assignee or followers, and fires no notification. Closing the duplicate stays a separate, deliberate action. Do not add side effects here without saying so in the UI — the link control reads as navigation, and a status write from it would be invisible.
+
+**Two FKs from one table to `issues`, so both relationships pin `foreign_keys`** — the same failure mode as phase56's third `inspections`→`users` FK (§17), which raises on first ORM *use*, not at import. `Issue.links_from` / `Issue.links_to` are the two storage directions; **`Issue.all_links()` merges them** into the single list a person actually sees. Both relationships cascade `all, delete-orphan` (and both FKs are `ON DELETE CASCADE`), so deleting an issue takes its links from *either* end — a surviving link would render a dead row on the other issue's page.
+
+**Nothing here is tenant-aware, deliberately.** The table lives in the tenant DB and routes through `RoutingSession`, so a link can only reach an issue in the same tenant. Scope *within* a tenant is the caller's job — **see rule 110.**
+
 ### IssueComment
 
 ```
@@ -428,6 +454,36 @@ notification_matrix: id, event_type, role_key, enabled, custom_emails (JSON)
     UniqueConstraint(event_type, role_key)
 ```
 
+### UserNotificationMatrix (phase54)
+
+```
+user_notification_matrix: id, user_id (FK→users CASCADE, indexed),
+                          event_type VARCHAR(50), enabled BOOL
+    UniqueConstraint(user_id, event_type)
+```
+
+Per-account override of the global matrix, for the two customer-side roles
+only. `enabled=True` = send even if the global column is OFF; `enabled=False` =
+never send even if it is ON; **no row = inherit**. Setting a row back to
+inherit DELETES it, which is what keeps an account that never expressed an
+opinion tracking the global matrix. Helpers: `overrides_for_user()`,
+`override_for()`, `overrides_for_event()`, `set_overrides()` (none commit).
+See §27b and rules 100–101.
+
+### TemplateContract (phase55)
+
+```
+template_contracts: id, template_id (FK→inspection_templates CASCADE, indexed),
+                    project_id (FK→projects CASCADE, indexed), created_at
+    UniqueConstraint(template_id, project_id)
+```
+
+Restricts a form to specific contracts. **No rows means the form is SHARED**
+(available on every contract) — rule 102. `InspectionTemplate` helpers:
+`contract_ids`, `is_shared`, `available_for_project()`, `set_contracts()` (does
+not commit), and the static `available_query(project_id)` — the single
+definition of "which forms may this contract use".
+
 ### InspectionSchedule (phase34)
 
 ```
@@ -534,7 +590,7 @@ The `DeviceRegistration` model and the duplicate `api_devices` blueprint were **
 | `customers` | `/customers` | list, invite, set-password, manage, import CSV |
 | `inspections` | `/inspections` | list, start, execute, view, PDF export, flag-issue, save-draft (AJAX), flag-followup, reinspect, upload-photo (AJAX) |
 | `templates` | `/templates` | list, create, edit, delete, form editor, preview |
-| `issues` | `/issues` | list, view, create, update, verify, comment, follow/unfollow, verification queue, bulk-verify, delete, quick-assign |
+| `issues` | `/issues` | list, view, create, update, verify, comment, follow/unfollow, verification queue, bulk-verify, delete, quick-assign, **issue links** (`POST /<id>/links` add, `POST /<id>/links/<link_id>/delete` remove, `GET /<id>/link-search` scoped JSON picker — phase57) |
 | `notifications` | `/notifications` | list, mark-read, preferences, send-digest (cron), check-sla (cron), cleanup-tokens (cron), trial-reminders (cron), dunning-reminders (cron) |
 | `audit` | `/audit` | list (admin only), view, purge |
 | `reports` | `/reports` | index, facility report, scorecard, CSV/PDF/Excel export, issues-aging, sla-compliance, followup-closure, facility summary PDF |
@@ -812,7 +868,7 @@ limiter = Limiter(
 
 ## 17. Alembic Migration Chain
 
-**Current HEAD:** `phase40_support_chat_kb` (38 migrations total).
+**Current HEAD:** `phase57_issue_links`.
 
 **Chain root:** `0003_add_user_active` — a guarded squashed baseline (MT-2) that recreates the full 25-table schema with INFORMATION_SCHEMA guards. The original baseline migrations (0001/0002/0003) were lost; this file restores the chain root so Alembic can build the revision map. `down_revision = None`.
 
@@ -846,9 +902,101 @@ limiter = Limiter(
                                                                                                       → phase36_issue_work_orders
                                                                                                           → phase37_contract_recipients
                                                                                                               → phase38_facility_qr
-                                                                                                                  → phase39_issue_handler_type → phase40_support_chat_kb ← HEAD
+                                                                                                                  → phase39_issue_handler_type → phase40_support_chat_kb
+      → phase41_auditor_role → phase42_area_qr_token → phase43_schedule_plan_fields
+        → phase44_internal_handler → phase45_schedule_frequency_enum
+          → phase46_schedule_recurrence → phase47_schedule_end_date
+            → phase48_schedule_parent_inspection → phase49_followup_requested_by
+              → phase50_sched_acknowledged → phase51_external_inspector
+                → phase52_user_ui_theme → phase53_knowledge_sort_order
+                  → phase54_user_notif_matrix → phase55_template_contracts
+                    → phase56_followup_assignee → phase57_issue_links ← HEAD
 ```
 
+`phase54` / `phase55` port the ST August-2026 work (ST calls them phase51 /
+phase52; the ids differ because MT's chain was already past those numbers —
+match by NAME, not number, when comparing the two repos).
+
+#### phase54 — per-account notification overrides
+
+Creates `user_notification_matrix` (§5). **No backfill, deliberately** — an
+empty table means every account inherits the global matrix, i.e. exactly
+today's routing, so the migration cannot change who gets notified. Backfilling
+from the current global columns would freeze every account at today's routing
+and silently break later changes to those columns. Table-existence check —
+safe to re-run.
+
+#### phase55 — restrict forms to specific contracts
+
+Creates `template_contracts` (§5 `TemplateContract`). **No rows for a template
+means SHARED**, so every pre-existing form stays available everywhere and the
+migration cannot change behaviour on deploy. Table-existence check — safe to
+re-run.
+
+#### phase56 — assign a follow-up to another inspector
+
+Adds `inspections.follow_up_assigned_to` (FK → `users.id`, ON DELETE SET NULL)
+— see §27c. **No backfill:** NULL means the follow-up belongs to the
+inspection's own inspector, which is what every existing row already means, so
+deploying cannot change who owns anything.
+
+**This is the THIRD FK from `inspections` to `users`** (`inspector_id`,
+`follow_up_requested_by`, and now this). Every relationship spanning the two
+tables must pin `foreign_keys` explicitly or the mapper is ambiguous — and it
+raises on first ORM *use*, not at import, so the app starts cleanly and then
+every request 500s. Column + constraint checks — safe to re-run.
+
+ST calls this phase53; MT's chain was already past that number. Match by NAME.
+
+#### phase57 — link related and duplicate issues
+
+Creates `issue_links` (§5 `IssueLink`). **Purely additive** — nothing reads the
+table until a person creates a link, so an empty table is exactly today's
+behaviour and there is nothing to backfill.
+
+Both issue FKs are `ON DELETE CASCADE`, so a direct SQL delete of an issue
+cannot leave a link pointing at a row that no longer exists (the ORM cascade on
+`links_from`/`links_to` covers the application path). The index names
+deliberately match what SQLAlchemy's `index=True` generates —
+`ix_issue_links_issue_id`, `ix_issue_links_linked_issue_id` — which matters more
+in MT than in ST: a tenant **bootstrapped** from the baseline and one
+**upgraded** through the chain must end up with the same schema, down to the
+index names.
+
+Table-existence check — safe to re-run, as every migration from phase33 on must
+be. `downgrade()` drops the table, discarding every link; no issue is affected,
+since a link never held state belonging to one.
+
+ST calls this phase54; MT's chain was already past that number. Match by NAME.
+
+**Deploy order (tenant DBs):**
+```bash
+python -m control.tenant_migrate upgrade --tenant all
+sudo systemctl restart gunicorn
+```
+
+**Deploy order (tenant DBs):**
+```bash
+python -m control.tenant_migrate upgrade --tenant all
+sudo systemctl restart gunicorn
+```
+
+`phase41` → `phase52` are the single-tenant feature-parity track — see
+MULTI_TENANT_PLAN.md §12. Two notes on that tail:
+
+* **`phase51_external_inspector`** widens the `users.role` ENUM. It must be
+  deployed together with its code: MT tested `role == 'inspector'` literally in
+  ~80 places, and widening the ENUM alone drops external inspectors into the
+  *unscoped* branch, which is a cross-tenant data leak rather than a cosmetic
+  bug. Use `User.INSPECTOR_ROLES` / `user.is_inspector`, never a literal.
+* **ST's `phase50_default_modern` is deliberately NOT ported.** It overwrites
+  every saved `ui_theme` preference, which in MT would run against every tenant
+  DB. Set `DEFAULT_UI_THEME=modern` per tenant instead. See
+  MULTI_TENANT_PLAN.md §12.3.
+
+Migration revision IDs must be **≤ 32 characters** to fit
+`alembic_version.version_num VARCHAR(32)`.
+
 ### phase40_support_chat_kb
 
 Creates three tables backing support chat persistence and the AI knowledge base:
@@ -1106,11 +1254,13 @@ Always use `user.display_name` in templates — never `.username` for display pu
 
 The Contract selector is always a plain HTML `<select>` (never a WTForms field). On `change` it calls `GET /inspections/facilities_for_project/<project_id>` and replaces the Facility `<option>` list. When the Contract is cleared it restores the "All Facilities" placeholder. The filter bars auto-narrow the server-side facility dropdown on page load when `contract_id` is in the query string.
 
-Pages using this pattern: `issues/form.html` (create), `issues/list.html` (filter bar), `inspections/list.html` (filter bar).
+Pages using this pattern: `issues/form.html` (create), `issues/list.html` (filter bar), `inspections/list.html` (filter bar), `reports/issues_aging.html` (filter bar), `reports/sla_compliance.html` (filter bar).
 
 The issues list and inspections list both accept a `contract_id` query param that filters the DB query to facilities belonging to that contract (`facility.project_id == contract_id`) and narrows the facility dropdown in the rendered HTML.
 
-**Customer role — contract filter scoping:** In `inspections.index()` and `issues.index()`, the `projects` list passed to the template is scoped to contracts the customer is assigned to via `CustomerAssignment`. Non-customer roles still receive all active projects. This prevents customers from seeing contracts they have no assignment to in the Contract filter dropdown.
+The **Reports R1 (Issues Aging) and R2 (SLA Compliance)** filter bars include a Contract cascade dropdown that is **client-side only** — selecting a contract calls `GET /inspections/facilities_for_project/<id>` to narrow the facility list in the browser; the actual DB filter still uses only `facility_id`. The route passes `projects` to the template (all active projects, scoped to the customer's assigned facilities when the role is `customer`). The cascade JS is guarded by `{% if projects %}` so it is omitted for empty lists (e.g. a customer with no facility assignments).
+
+**Customer role — contract filter scoping:** In `inspections.index()`, `issues.index()`, `reports.issues_aging()`, and `reports.sla_compliance()`, the `projects` list passed to the template is scoped to contracts whose facilities overlap the customer's assigned facility set. Non-customer roles receive all active projects. This prevents customers from seeing contracts they have no assignment to in the Contract filter dropdown.
 
 ### Customer Dashboard — "Your Facilities" Panel
 
@@ -1196,6 +1346,8 @@ All report pages include `{% include 'reports/_subnav.html' %}` as the first ele
 
 Loads all non-resolved issues scoped by role, groups into five age buckets (`<24h`, `1–3 days`, `3–7 days`, `1–4 weeks`, `>4 weeks`). SLA status computed per-issue via `sla_status()`. Filters: severity, facility (both applied in Python after the main query to avoid double-outerjoin conflicts with customer scope).
 
+**Contract cascade filter:** A client-side Contract `<select>` (no name attribute — not submitted) appears above the Facility dropdown. On change, JS calls `GET /inspections/facilities_for_project/<id>` to narrow the Facility list in-browser; clearing the contract restores all options. The route passes `projects` (all active, or scoped to customer facility set). The actual DB filter uses only `facility_id`.
+
 Excel export: `GET /reports/export/issues-aging` — one sheet, color-coded severity and SLA columns.
 
 Helper: `_load_open_issues_scoped(customer_facility_ids, severity_filter, facility_id_filter)` — extracted so both the HTML route and the Excel export share identical query logic.
@@ -1207,6 +1359,8 @@ Loads resolved issues in the date range, computes `within_sla()` per issue (comp
 - `by_severity` — dict with `total`, `met`, `pct`, `sla_hours` per severity tier
 - `by_facility` — list sorted by compliance % descending
 
+**Contract cascade filter:** Same client-side Contract → Facility cascade as R1. Route passes `projects`; DB filter uses only `facility_id`.
+
 Helper: `_sla_within(issue)` — used by both the HTML route and the Excel export.
 
 Excel export: `GET /reports/export/sla-compliance` — 2 sheets: **By Severity** (with totals row) and **By Facility**.
@@ -1227,12 +1381,15 @@ A **PDF Summary** button was added to `reports/scorecard.html` alongside the exi
 
 ### Support Chat — Customer UX
 
-`GET /support/chat` — customer only. Renders:
-- Greeting message with `current_user.display_name` (injected via `var userName = {{ current_user.display_name | tojson }}` — use `tojson` not inline interpolation to prevent XSS/quote breaks).
-- FAQ quick-reply chips: text stored in `data-faq="..."` HTML attribute (HTML-escaped with `| e`), read in JS via `btn.dataset.faq`. **Never use `| tojson` in an `onclick=""` attribute** — it emits double-quoted JSON inside a double-quoted attribute, breaking HTML parsing and truncating the `<script>` tag.
-- Chat history kept client-side in `let history = []`, sent with each AJAX `POST /support/chat/message`. Server caps at last 20 turns.
+`GET /support/chat` — customer only. Accepts optional `?session_id=N` to reload a prior conversation.
+
+Renders:
+- Greeting message with `current_user.display_name` (injected via `var userName = {{ current_user.display_name | tojson }}` — use `tojson` not inline interpolation to prevent XSS/quote breaks). Greeting is hidden when loading a prior session (`{% if not db_history %}`).
+- FAQ quick-reply chips: text stored in `data-faq="..."` HTML attribute (HTML-escaped with `| e`), read in JS via `btn.dataset.faq`. Hidden when a prior session is loaded. **Never use `| tojson` in an `onclick=""` attribute** — it emits double-quoted JSON inside a double-quoted attribute, breaking HTML parsing and truncating the `<script>` tag.
+- **Chat history is DB-backed (phase40).** Prior turns are rendered server-side on page load from `db_history` (list of `SupportChatMessage`). The JS variable `let session_id` is seeded from `chat_session.id` (null for new chats). AJAX sends only `{ message, session_id }` — **no history array** (rule 95). Server returns `{ reply, session_id }` and the JS stores/reuses `session_id` across subsequent messages.
 - If `GROQ_API_KEY` is absent, input is disabled and a fallback "Submit to Support" link is shown.
-- "Submit to Support" modal POSTs to `POST /support/tickets`; subject pre-filled from last user message in history.
+- "Submit to Support" modal POSTs to `POST /support/tickets`; subject pre-filled from `last_user_msg` JS variable (last message typed, not scanned from history array).
+- "History" button links to `support.my_conversations` (list of all past sessions). "New Chat" link starts a fresh session (`/support/chat` with no `session_id`).
 
 ### Inspection Execute Page — UX Patterns
 
@@ -1381,7 +1538,7 @@ set -a; . /etc/jqc/control.env; set +a
 | 60 | **`flag_issue` offcanvas form must include `<input type="hidden" name="facility_id">`** | `IssueForm.facility_id` has `DataRequired()`. The hand-written offcanvas form in `execute.html` is not rendered by WTForms, so it must explicitly send `facility_id`. Without it, `form.validate_on_submit()` silently returns `False`, the server responds `200 OK` with the `flag_issue.html` template, and the JS treats `res.ok` as success — no issue is ever saved. Fix: `<input type="hidden" name="facility_id" value="{{ inspection.facility_id }}">` inside `#flagIssueForm`. |
 | 61 | **Contract→Facility cascade UI pattern: contract selector is UI-only, not a WTForms field** | The "Log New Issue" form (`issues/form.html`) and both filter bars (`issues/list.html`, `inspections/list.html`) use a plain HTML `<select id="...contract...">` that triggers an AJAX call to `GET /inspections/facilities_for_project/<id>` on change, repopulating the facility dropdown. `IssueForm.facility_id.choices` is always set to ALL active facilities in the route so POST validation passes regardless of which contract was selected in the UI. On POST error re-render, the route derives `selected_project_id` from the submitted `facility_id`'s `project_id` and passes it to the template so JS can restore both selectors. |
 | 62 | **`issue.resolved_facility.project` and `inspection.facility.project` give the contract** | `Project.facilities` declares `backref='project'`, so `facility.project` is a direct ORM attribute (not a dynamic query). Guard all template accesses: `ins.facility.project.name if ins.facility and ins.facility.project else '—'`. The contract name is displayed in the issues list, issues detail, and inspections list; the issues list also accepts a `contract_id` query param that pre-filters the facility dropdown server-side. |
-| 63 | **Customer Contract filter scoped to assigned contracts only** | `inspections.index()` and `issues.index()` build the `projects` list differently for `customer` role: query `CustomerAssignment.query.filter_by(user_id=current_user.id)` to get assigned `project_id` values, then filter `Project` to that set. All other roles still receive all active projects. Pattern mirrors the existing inspector scoping in `inspections.start()`. |
+| 63 | **Customer Contract filter scoped to assigned contracts only** | `inspections.index()`, `issues.index()`, `reports.issues_aging()`, and `reports.sla_compliance()` build the `projects` list differently for `customer` role. Inspections/issues use `CustomerAssignment` to get assigned `project_id` values. Reports use a join: `Project.query.join(Facility).filter(Facility.id.in_(customer_facility_ids))`. All other roles receive all active projects. This prevents customers from seeing contracts they have no assignment to in any Contract filter dropdown. |
 | 64 | **Invitation email sender and link domain are derived from `request.host_url`** | `_send_invite_email(user, token, base_url=None)` in `customers.py` accepts an optional `base_url`. Both call sites (`invite` and `resend_invite`) pass `request.host_url`. Inside the function, `effective_base` is built from that value (falling back to `APP_BASE_URL`); `setup_link` uses `effective_base`; `sender` is `noreply@<netloc>` parsed from `effective_base`. The SMTP server and credentials are unchanged — only the `From` address and link URL vary per domain. |
 | 65 | **Customer "Your Facilities" uses a card grid, not a table** | See §18 "Customer Dashboard — Your Facilities Panel". Never revert to a full-width table for this section. The show-more threshold is `VISIBLE = 9`; the search input threshold is `> 6`. Both thresholds live as JS/Jinja constants in `dashboard.html` and can be adjusted together if needed. |
 | 66 | **FAQ chip text must use `data-faq` attribute, not `onclick` with `\| tojson`** | `\| tojson` emits `"text"` (double-quoted) inside `onclick="..."` (also double-quoted), breaking HTML parsing and silently truncating the `<script>` block. Use `data-faq="{{ text \| e }}"` and read via `btn.dataset.faq` in JS. |
@@ -1408,6 +1565,22 @@ set -a; . /etc/jqc/control.env; set +a
 | 94 | **`handler_type` NULL and `'internal'` are equivalent** | NULL means the column was not set (pre-phase39 row or unmodified new row); the application treats both as "Janitorial Staff". The dashboard `handler_breakdown['internal']` counter and the `?handler_type=internal` issues-list filter both use `db.or_(Issue.handler_type == 'internal', Issue.handler_type.is_(None))`. Never coerce NULL to 'internal' at the DB layer — the nullable default is intentional for backwards compatibility. |
 | 95 | **Chat history is loaded from DB — never pass client-sent history to Groq** | phase40. `POST /support/chat/message` loads prior turns from `SupportChatMessage` (newest-first, limit 40, reversed). The JSON body sends only `{ message, session_id }` — no history array. This prevents history tampering by clients and ensures accuracy across page reloads. |
 | 96 | **`db.session.flush()` to get session ID before first message insert** | When creating a new `SupportChatSession` in `chat_message()`, call `db.session.flush()` after `db.session.add(chat_session)` to get the autoincrement `id` before constructing `SupportChatMessage` rows. If Groq fails, `db.session.rollback()` undoes the flush — no orphaned empty session is left in the DB. |
+| 97 | **`send_billing_email()` derives the From address from `APP_BASE_URL` — same pattern as rule 64** | `urlparse(app.config['APP_BASE_URL']).netloc` is extracted before the background thread starts and passed as `sender=f'noreply@{netloc}'` to `Message()`. Falls back to `MAIL_DEFAULT_SENDER` when `APP_BASE_URL` is absent or yields an empty netloc (`sender=None` triggers Flask-Mail's default). Do not hardcode a sender string or duplicate the derivation logic — extend via `send_billing_email()` only. |
+| 99 | **`User.CUSTOMER_ROLES` is for ACCOUNT MANAGEMENT; `role == 'customer'` is for CAPABILITY — never swap them** | Widening a capability check to `CUSTOMER_ROLES` hands a third-party Customer Inspector the customer portal (fails OPEN, nothing errors). Narrowing an account-management check back to `'customer'` strands every Customer Inspector in a page that no longer lists or edits them. `CUSTOMER_ROLES` / `is_customer_account` appear ONLY in: the `/customers` list query and its guards, the `auth.list_users` exclusion, the customer-facing support surface (`_is_customer_side()`), and narrowing uses that WITHHOLD something from an external account (`_assignable_staff_for()`). |
+| 100 | **A per-account notification opt-IN must survive a globally-OFF column** | `notify_by_matrix()` skips a role column early when the matrix says off. For the two customer columns that `continue` must also ask `any(overrides.values())`, or the override saves, displays as on, and never sends. Equally, `notify_customers_for_facility()` re-queries recipients from assignment rows, so `notify_by_matrix()` must hand it `allowed_user_ids` or the facility-scoped path bypasses every override. Both halves are needed. |
+| 101 | **Per-account overrides are enforced in `notify()`, not only `notify_by_matrix()`** | Follower fan-out and direct assignee notifications call `notify()` straight. Gating only the matrix left the editor offering rows ("Issue assigned") that read as Off while the notifications kept arriving. Only an explicit `False` suppresses; the `getattr(recipient, 'is_customer_account', False)` test is deliberate so an unavailable attribute SENDS rather than silently dropping. |
+| 102 | **A template with NO `template_contracts` rows is SHARED, not hidden** | The empty set means "available on every contract" — that is what makes phase55 additive and why it needed no backfill. Reading it the other way hides every pre-existing form from every contract at once. The convention lives in exactly one place, `InspectionTemplate.available_query()`. A facility with no contract gets shared forms only (fail-closed). |
+| 103 | **A bulk-action form must live OUTSIDE the table; row checkboxes join it via the HTML5 `form=` attribute** | Wrapping the table nests the per-row delete/unfollow forms inside the bulk form, and browsers silently discard nested forms (rule 9) — the row buttons post nothing, with no console error and no server log. Applies to all four list templates (classic + modern). |
+| 104 | **Bulk deletes: DB rows first, storage files second** | Collect the keys, `db.session.delete()` every row, `commit()`, and only then `storage.delete()`. `_collect_inspection_photos()` is shared by the single and bulk inspection delete paths so the two cannot drift — a key missed there is an invisible permanent storage leak. |
+| 105 | **The flag-issue assignee list is contract-scoped, and BOTH call sites must use `_assignable_staff_for()`; a failed flag-issue POST must return non-2xx** | `execute()` renders the dropdown, `flag_issue()` builds the choices that validate the POST — the choices are the security boundary. An org-wide list let anyone assign another client's Customer Inspector, who was then emailed the facility name and issue description. And the offcanvas JS branches on `res.ok`, so a 200 re-render of an invalid form reads as success: the panel closes, the page reloads, and no issue exists. |
+| 106 | **Name the Groq model in the chat error log, and keep `_DEFAULT_GROQ_MODEL` current** | Groq retires models without notice; when the configured one disappears the API 404s and EVERY question returns the generic "problem reaching the AI assistant" reply, with nothing else broken — invisible until a customer complains. The fix needs no deploy, only `GROQ_MODEL`, which is exactly what the log line must say. |
+| 107 | **`viewer_is_our_staff` in `issues/view.html` is an explicit role ALLOWLIST, and `external_inspector` is absent on purpose** | `not current_user.is_customer_account` fails OPEN — a missing attribute yields Jinja `Undefined`, `not Undefined` is true, and the internal-process chrome renders for exactly the accounts it must be hidden from. This is not a rule-87 violation: rule 87 governs capability/scoping, where a Customer Inspector must behave like our inspector; this asks "does this person work for us?", the one place the two genuinely differ. |
+| 108 | **A follow-up has exactly ONE owner: use `follow_up_owner` (row) / `follow_up_owned_by()` (query) — never re-derive it** | Assignee when set, original inspector otherwise. The API's two arms must be mutually exclusive (`follow_up_assigned_to == me` OR `assigned_to IS NULL AND inspector_id == me`); drop the `IS NULL` and two people turn up for the same re-inspection. The authorship filter must be DEFERRED when `follow_up_required=true` is requested, or the rows the assignee needs are hidden before the ownership test runs. |
+| 109 | **Inspector READ access is facility scope; WRITE access is authorship** | `index()` lists by facility (rule 58), so `view()`/`export_pdf()` must too — scoping reads by authorship made the list offer rows that said "Access denied" on click, and locked the follow-up assignee out of the parent inspection. `execute`, `save_draft_ajax`, `upload_photo_ajax` and `flag_issue` keep the authorship check: readable is not editable. |
+| 110 | **An issue link is a pointer to another issue — filter it by scope on ALL THREE surfaces** | A link exposes the far issue's id, description, facility and status, so an unfiltered panel lets a customer read an issue at a facility they hold no assignment to, simply because one of our staff linked it. Three surfaces have to hold the line and only one is a real boundary: `_readable_links()` filters what the panel RENDERS, `link_search()` scopes what the picker FINDS, and `add_link()` re-checks on POST — the search is a convenience and must never be trusted as the gate. All three resolve scope through `_viewer_facility_scope()` / `_issue_in_scope()`, the same pair `issues.view()` now uses, so the panel cannot end up more permissive than the page it sits on. `_issue_in_scope` takes a resolved scope rather than a user, so filtering a list costs one assignment query, not one per row. A link to an issue outside your scope reports "not found", never "access denied" — whether another customer's issue exists is not something the link box should confirm. Cross-TENANT isolation is a different layer and is already handled: `RoutingSession` has bound the session to `g.tenant`'s database, so an id from another tenant does not resolve at all. |
+| 111 | **The MT connection ceiling is `workers x [ default pool + cache_cap x tenant pool ]` — never just the default pool** | `config.SQLALCHEMY_ENGINE_OPTIONS` governs only the default bind; in MT nearly every request runs on a per-tenant engine from `app/tenancy/engine_cache.py` with its own `TENANT_ENGINE_*` pool, and each worker caches up to `TENANT_ENGINE_CACHE_MAX` of them. Sizing against the default pool alone is how a box reaches "Too many connections" while the health check reports headroom. `scripts/db_health.py` does the full arithmetic; the cache cap is the multiplier worth lowering first. Both pools set `pool_pre_ping` — without it an idle overnight surfaces as `OperationalError 2006` on the next request. |
+| 112 | **The SLA cron narrows to candidates in SQL; the prefilter is a conservative SUPERSET, never an equality** | `send_sla_alerts()` runs every 30 minutes **per tenant**, so reading the whole open-issue backlog to decide in Python multiplied by the tenant count. The three filters each mirror a `continue` in the loop, and one of them — `reported_at IS NOT NULL` — is a correctness fix, not a speed one: `sla_status()` raises `TypeError` on a NULL and one such row aborted that tenant's entire run. The prefilter deliberately does NOT replicate the "already notified at_risk and still only at_risk" skip (that would mean writing the per-severity deadline arithmetic a second time, in SQL); the loop still applies it, so extra rows are read but no extra notification is sent. Pinned by `tests/test_sla_candidate_query.py` — a change that makes the prefilter narrower than the loop is a silently unsent alert. |
+| 98 | **Reports R1 + R2 contract cascade is client-side only — facility_id is the sole DB filter** | The Contract dropdown in `reports/issues_aging.html` and `reports/sla_compliance.html` has no `name` attribute and is never submitted. It exists only to narrow the Facility `<select>` in the browser via `GET /inspections/facilities_for_project/<id>`. The routes receive and filter on `facility_id`; `contract_id` plays no role server-side. Do not add server-side `contract_id` filtering to these routes — it would duplicate what `facility_id` already provides. |
 
 ---
 
@@ -1616,7 +1789,9 @@ Stripe-backed subscription billing. Controlled by `BILLING_ENABLED` env var (def
 
 ### Billing emails (`app/billing/emails.py`)
 
-`send_billing_email(to_addr, event_type, context_dict)` sends multipart HTML + plain text.
+`send_billing_email(to_addr, event_type, context_dict)` sends multipart HTML + plain text in a background thread.
+
+**Sender derivation:** Before launching the thread, `urlparse(app.config['APP_BASE_URL']).netloc` is extracted and the From address is set to `noreply@<netloc>`. This mirrors rule 64 (invitation emails) so billing emails carry the correct tenant domain in the From header rather than a hardcoded address. Falls back to `MAIL_DEFAULT_SENDER` when `APP_BASE_URL` is unset or unparseable (`sender=None` passes `None` to `Message()`, triggering Flask-Mail's default).
 
 | `event_type` | Trigger | Required context keys |
 |---|---|---|
@@ -1721,7 +1896,213 @@ Row highlights: yellow = suspended, red = trial expired.
 
 ---
 
-## 26. Coding Rules for AI Assistants
+## 26. Web Portal Design (MT-16)
+
+Two designs share one set of page templates.
+
+* `base.html` is a **one-line dispatcher**: `{% extends jqc_layout %}`. Page
+  templates keep `{% extends "base.html" %}` and need no edits.
+* `layouts/classic.html` is the original chrome, verbatim.
+  `layouts/modern.html` is the sidebar shell.
+* `jqc_layout` comes from `inject_ui_theme()` in `app/__init__.py`, driven by
+  `users.ui_theme` with config `DEFAULT_UI_THEME` as the fallback.
+* Per-page overrides live at `templates/modern/<same path>.html` and are indexed
+  once at boot. Look for `UI themes | modern overrides indexed: N` in the log —
+  `0` on a host that should have them means the directory did not deploy.
+
+**Do not move the template swap into the Jinja loader.** It lives in
+`ThemedEnvironment.get_template()` so the template cache is keyed on the
+*rewritten* name. A loader-level swap caches under the original name, so a
+modern template can be served to a classic user — and in MT, where one worker
+serves many tenants, across tenants.
+
+When adding a page: write it once as a normal template. Only add a
+`modern/` override if the layout genuinely differs; styling alone is handled by
+`static/css/theme_modern.css`, which is scoped to `body.jqc-modern`.
+
+---
+
+## 27. Roles (MT-15)
+
+`users.role` ENUM: `admin`, `director`, `inspector`, `external_inspector`,
+`project_manager`, `customer`, `auditor`.
+
+**Never test `role == 'inspector'`.** `external_inspector` (customer /
+third-party inspectors) has identical capabilities and identical
+`InspectorAssignment` scoping. Use:
+
+* `user.is_inspector` — true for both inspector roles; use for every capability
+  and scoping check
+* `User.INSPECTOR_ROLES` — for `User.role.in_(...)` queries
+* `user.is_external_inspector` — only where the two genuinely differ (display)
+* `user.role_label` / `ROLE_LABELS` — for any role name shown in the UI
+
+A literal comparison sends external inspectors down the unscoped branch, where
+`get_inspector_scope()` returns `None` and every downstream query drops its
+facility filter. That is a cross-customer leak.
+
+External inspectors are **invited**, never given a password: `password_set=False`
+plus an emailed 72-hour token, with `auth.resend_invite` for bounced invitations.
+
+---
+
+## 27b. Customer-side roles, per-account notifications, per-contract forms (Aug 2026 ST parity)
+
+Ported from the single-tenant app (its phase51 + phase52 + the August fixes).
+Nothing here is tenant-aware in its own right — every table lives in the tenant
+DB and every query routes through `RoutingSession` as usual.
+
+### The two customer-side roles
+
+| Stored ENUM value | Display label | Scoped by | Capabilities |
+|---|---|---|---|
+| `customer` | **Customer Director** | `CustomerAssignment` | The portal, unchanged — plus planning scheduled inspections at their own facilities |
+| `external_inspector` | **Customer Inspector** | `InspectorAssignment` | Identical to the internal `inspector`, plus the customer support surface (AI chat + tickets) |
+
+**LABEL-only rename** — the ENUM values are untouched, so no migration and no
+role check moved. `User.ROLE_LABELS` is the one place the names live.
+
+`User.CUSTOMER_ROLES = ('customer', 'external_inspector')` and
+`User.is_customer_account` answer an **account-management** question ("is this
+managed under `/customers`?"). Every **capability** check — portal gates,
+`@customer_required`, `get_customer_scope()`, `notify_customers_for_facility()`,
+the customer branch of each `app/api/*` module — keeps testing
+`role == 'customer'` exactly (rule 99).
+
+Both roles are now created, invited, assigned and switched in **Customer
+Management** (`/customers`); `auth.list_users` excludes them and the
+`/auth/users/...` URLs redirect to `customers.manage`. `UserForm` no longer
+offers `external_inspector`, and `auth.create_user` always requires a password
+— customer-side accounts are invited (they choose their own username and
+password) via `customers.create()`. `POST /customers/<id>/switch-role`
+(admin only) mirrors contracts across the two scoping tables and revokes the
+account's refresh tokens + device rows, because API access differs between them.
+
+### `UserNotificationMatrix` (per-account overrides)
+
+Row `enabled=True` = send even if the global column is OFF; `enabled=False` =
+never send even if it is ON; **no row = inherit**. Inherit is the default, so
+the table shipped empty and changed routing for nobody, and setting a row back
+to inherit DELETES it. Helpers live in
+`app/models/user_notification_matrix.py`; edited on the account's Customer
+Management page as a tri-state. Enforced in **`notify()` as well as**
+`notify_by_matrix()` — follower fan-out and direct assignee notifications reach
+`notify()` straight, so gating only the matrix left rows that read as Off while
+notifications kept arriving. See rules 100 and 101.
+
+### `TemplateContract` (forms per contract)
+
+`InspectionTemplate.available_query(project_id)` is the single definition of
+"which forms may this contract use" — pickers, the POST validation behind them,
+the schedule form and `GET /api/v1/templates` all call it. **No rows = shared**
+(rule 102). Managed in three places: the template list's Edit modal
+(`POST /templates/<id>/rename`, carrying a hidden `contracts_present=1`
+marker), Create Template, and the full form editor. `duplicate_template()`
+copies the restrictions.
+
+### Other ported behaviour
+
+* **Bulk actions** on the issues and inspections lists (`POST /issues/bulk`,
+  `POST /inspections/bulk`) with shared partials in `templates/partials/`.
+  Toolbar form sits OUTSIDE the table; row checkboxes join it with the HTML5
+  `form=` attribute (rule 103). Deletes remove DB rows first, storage keys
+  second (rule 104).
+* **List filter preservation** — `current_url()` (Jinja global) +
+  `return_url(fallback)` (`utils/decorators`) round-trip the full list URL as
+  `next`, so an edit or delete returns to the filtered page.
+  `safe_redirect_url` still guards every hop.
+* **Flag-issue assignee scoping** — `_assignable_staff_for(inspection, actor)`
+  in `routes/inspections.py` is the single source for both the offcanvas
+  dropdown and `form.assigned_to.choices` (the actual POST validation). A
+  failed flag-issue POST now returns **400**, because the offcanvas JS branches
+  on `res.ok` (rule 105).
+* **Customer Directors plan inspections** — `schedule_manager_required` in
+  `routes/inspection_schedules.py` = the manager set plus `role == 'customer'`.
+  Because that blueprint builds its form by hand (no WTForms SelectField),
+  narrowing the choice lists is NOT the validation: `_scope_errors()`
+  re-checks facility, inspector and form-vs-contract on every POST, and
+  `_schedule_in_scope()` guards edit/delete. Start remains the assignee's.
+* **Support chat serves both customer roles** — `_is_customer_side()` opens the
+  door, then `_support_facilities()` branches per role (CustomerAssignment vs
+  InspectorAssignment) and `_system_prompt_for()` appends
+  `_INSPECTOR_ADDENDUM` for a Customer Inspector. The curated knowledge base is
+  now spliced in **before** the `Rules:` heading (`_STYLE_MARKER`) — appended
+  after it, the prompt's own "ground answers in everything above" put it out of
+  scope, which is why KB entries looked ignored. `/support/admin/knowledge/preview`
+  shows the exact prompt. `GROQ_MODEL` defaults to `_DEFAULT_GROQ_MODEL`
+  (`openai/gpt-oss-120b`); Groq retires models without notice, and the error
+  handler names the model and says to set `GROQ_MODEL` (rule 106).
+* **`COMMENTS_VISIBLE_TO_ALL`** (config, default true) lifts the phase22 read
+  filter so customers see every comment. `is_customer_visible` is still
+  written, so flipping it back restores the old behaviour with nothing to
+  repair. `issues/view.html` gates the internal chrome on
+  `viewer_is_our_staff` — an explicit allowlist of OUR roles, which fails
+  closed and deliberately excludes `external_inspector` (rule 107).
+
+---
+
+## 27c. Follow-up assignment + inspector read access (Aug 2026 ST parity)
+
+Ported from ST (its phase53 + the two fixes shipped beside it).
+
+### Assigning a follow-up (phase56)
+
+A follow-up used to belong implicitly to whoever performed the original
+inspection. `inspections.follow_up_assigned_to` lets a director — or a
+**Customer Director**, for their own facilities — hand the re-inspection to
+someone else. `Inspection.follow_up_owner` (assignee *or* inspector) is the
+single definition of ownership, so the web display, the notification and the
+mobile API filter cannot disagree.
+
+**The assignee takes over**: only the owner is notified, and only the owner
+sees it. In `GET /api/v1/inspections?follow_up_required=true` the two arms are
+mutually exclusive — without `is_(None)` on the second arm the original
+inspector keeps seeing a follow-up handed to someone else and two people turn
+up to do it. The generic "inspectors see only their own inspections" filter is
+**deferred** when follow-ups are requested, because an assigned follow-up lives
+on an inspection somebody else performed.
+
+The picker (`_followup_assignees_for()`) is contract-scoped for the same reason
+the flag-issue list is (rule 105), offers only the two INSPECTOR roles, and the
+POST re-validates against it. A facility with no contract offers nobody —
+fail-closed, the follow-up stays with the original inspector.
+
+**MT-only gap closed on the way:** MT's `GET /api/v1/inspections` had no
+`follow_up_required` filter at all, so the iPad's Follow-up Requests screen
+received the inspector's entire history. The filter now matches the web's
+definition of "follow-up" — flagged, completed, and not yet answered by a
+linked re-inspection (`~follow_ups.any()`).
+
+### Inspector READ access follows the list, not authorship
+
+`index()` scopes an inspector by FACILITY (rule 58), but `view()` and
+`export_pdf()` scoped by authorship — so the list offered rows that answered
+"Access denied" on click, and the follow-up assignee could not open the parent
+inspection they had just been asked to re-inspect. Both reads now use
+`_inspector_may_read()` (facility scope). **Writes stay owner-only**: `execute`,
+`save_draft_ajax`, `upload_photo_ajax` and `flag_issue` keep the authorship
+check. `reinspect()` belongs to the follow-up's owner; the buttons render only
+for `is_own_inspection or owns_follow_up`, so the page never shows a control
+that fails on click.
+
+### One rule, two expressions, three callers
+
+Ownership has to be stated twice — once for a loaded row, once in SQL — so both
+live together in `models/inspection.py`:
+
+* `follow_up_owner` — the property (assignee, else inspector)
+* `follow_up_owned_by(user_id)` — the query predicate
+
+Every query that scopes follow-ups calls the predicate: the mobile list filter,
+the web dashboard card, and the iPad stats KPI. They each used to write their
+own version and three tested AUTHORSHIP, so an assignee saw the work in their
+list while both dashboards read 0 — the stats KPI sitting directly above the
+Follow-up Requests list it disagreed with. Fixed in ST at the same time.
+Pinned by `tests/test_followup_ownership.py`.
+
+---
+
+## 28. Coding Rules for AI Assistants
 
 These rules apply to every change made to this codebase, without exception.
 
@@ -1853,3 +2234,130 @@ curl -sI -H "Host: ztest.jqc.app" http://127.0.0.1:8000/ | head -2
 # 6. Add to /etc/jqc/control.env: MULTI_TENANT_ENABLED=true
 # 7. sudo systemctl daemon-reload && sudo systemctl restart jqc
 ```
+---
+
+## 29. Photo Object Storage (R2)
+
+**Goal:** photo **files** live in Cloudflare R2 (S3-compatible, $0 egress), not on
+the server's local disk. The DB is not the bottleneck — rows are tiny, PDFs are
+streamed via `BytesIO` and never written to disk. Only photos accumulate, and in
+a multi-tenant deployment they accumulate from every tenant onto one volume.
+
+**No schema change, ever.** The DB stores an unprefixed relative path
+(`uploads/issue_photos/abc.jpg`) and continues to. That string is the storage
+**key**; `app/utils/storage.py` maps it to a backend.
+
+### Key mapping (the rule that matters)
+
+| Layer | Value |
+|---|---|
+| DB (`issues.photo_path`, `result_photos[]`, `mobile_photo_paths[]`, `inspections.form_data`, `inspection_results.photo_path`) | `uploads/issue_photos/abc.jpg` |
+| Local backend, on disk | `app/static/uploads/issue_photos/abc.jpg` |
+| S3 backend, object key | `t<tenant_id>/uploads/issue_photos/abc.jpg` |
+
+The `t<tenant_id>/` prefix is applied **only** inside `S3Backend._object_key()`,
+from `g.tenant`. It never enters the DB, a template, or an API payload — so the
+tenant DB stays portable and every caller stays tenant-agnostic. The **local**
+backend deliberately does not prefix: prefixing would relocate every existing
+file, and the local layout must remain byte-identical to what predates the seam.
+Local mode therefore shares one uploads directory across tenants — an isolation
+weakness inherited from before multi-tenancy, and the reason to move to `s3`.
+
+`S3Backend.save()` **raises** when `MULTI_TENANT_ENABLED` is true and no tenant
+is bound, rather than writing an unprefixed key that a second tenant could later
+collide with. Reads are more forgiving: `read()` / `exists()` / `delete()` try
+the prefixed key and then the bare key, so objects written before the prefix
+existed stay reachable. Pinned by `tests/test_storage_backend.py`.
+
+### Config (all env, per deployment)
+
+`STORAGE_BACKEND=local|s3` (default `local`), plus `R2_ENDPOINT_URL`,
+`R2_ACCESS_KEY_ID`, `R2_SECRET_ACCESS_KEY`, `R2_BUCKET`, `R2_PRESIGN_TTL`
+(default 86400), `R2_MEDIA_FALLBACK` (default false). `boto3` is imported lazily,
+so `local` deployments never touch it — but it **is** in `requirements.txt`,
+because `STORAGE_BACKEND=s3` fails at first upload without it.
+
+`STORAGE_BACKEND` is process-wide, not per-tenant: one bucket, one backend, all
+tenants, isolated by prefix. A per-tenant backend would need the resolver to
+carry a storage selector and `get_backend()` to cache per tenant instead of per
+app — do not half-build it.
+
+**CSP:** `set_security_headers` in `app/__init__.py` derives the R2 host from
+`R2_ENDPOINT_URL` and appends it to `img-src` automatically. Presigned images are
+blocked by the browser without this. A custom R2 domain must be added too.
+
+### Operator scripts
+
+- `scripts/audit_photos.py` — read-only. Per tenant, collects every key its DB
+  references and reconciles against disk. Records the baseline that must still
+  resolve after cutover, and flags any key claimed by more than one tenant.
+- `scripts/migrate_photos_to_r2.py` — copy-only, idempotent, resumable,
+  MD5+size verified. Uploads each tenant's referenced files to `t<id>/…`.
+  Exit 0 only when everything verifies. Orphans (referenced by no tenant) are
+  **not** uploaded — no prefix could legitimately claim them.
+
+Both establish file ownership from tenant DB references, because the shared
+local directory carries none. Both need `CONTROL_DATABASE_URL` +
+`CONTROL_FERNET_KEY`; neither writes to any database.
+
+**Rollback is one env var:** `STORAGE_BACKEND=local` + restart. The sync never
+deletes local files, so the old tree is intact indefinitely.
+
+---
+
+## 30. Database Health Check (`scripts/db_health.py`)
+
+A standalone operations tool for the MySQL side. It imports the app factory for
+config and nothing else — no request layer, no uploads tree — and the plain
+invocation is **strictly read-only** (INFORMATION_SCHEMA / SHOW / EXPLAIN only).
+
+```bash
+set -a; . /etc/jqc/control.env; set +a        # needed for any --tenant but 'default'
+
+python scripts/db_health.py                            # default bind, read-only
+python scripts/db_health.py --tenant all               # every tenant schema
+python scripts/db_health.py --tenant acme --json /tmp/db.json
+python scripts/db_health.py --tenant all --analyze     # refresh optimizer stats (safe)
+python scripts/db_health.py --tenant acme --optimize --yes   # rebuild (LOCKS)
+python scripts/db_health.py --tenant all \
+    --emit-migration migrations/versions/phase58_perf_indexes.py \
+    --revision phase58_perf_indexes
+```
+
+**Every tenant has its own database built from the same chain, so a schema check
+is per tenant, not per deployment.** `--tenant` takes `default` (the
+`SQLALCHEMY_DATABASE_URI` bind — the whole story in single-tenant mode, and the
+fallback bind in MT), a slug, or `all`. Tenant modes resolve through the control
+plane exactly as `control/backup.py` does, and open each tenant with a
+`NullPool` engine: a one-shot CLI must not open a full pool per tenant against
+the very `max_connections` it is checking.
+
+The **server-level** checks (`max_connections`, `wait_timeout`,
+`innodb_buffer_pool_size`, slow-query log, STRICT mode) describe the MySQL
+instance, not a schema, so they run **once** against the first database opened.
+Everything schema-shaped — hygiene, footprint, missing/redundant indexes,
+unindexed FKs, EXPLAIN — runs per tenant, and each finding is tagged with the
+tenant it came from.
+
+**It never DROPs anything.** Redundant indexes are reported with the SQL to run
+by hand, because "unused" is a judgement the tool should not make for you. It
+also refuses to offer an **FK-backed** index as a drop candidate — dropping one
+fails with errno 150.
+
+**Prefer `--emit-migration` over `--apply-indexes` in MT.** An index applied by
+hand to one tenant leaves every other tenant's schema different from it; a
+migration reaches all of them through the normal
+`python -m control.tenant_migrate upgrade --tenant all`. `--emit-migration`
+writes ONE re-runnable migration for the union of what every inspected tenant is
+missing (the chain is shared — emitting one per tenant would produce conflicting
+revisions), with INFORMATION_SCHEMA guards per rule 16. It guesses
+`down_revision` from the versions directory — confirm against
+`python -m control.tenant_migrate heads` before committing.
+
+`RECOMMENDED_INDEXES` in the script is the **single place** the index wish-list
+lives, and every entry names the query that justifies it. An index nothing runs
+is pure write-amplification, so keep speculative entries out — and when a new
+hot query lands, add its index there rather than to an ad-hoc migration, so the
+checker keeps agreeing with the schema.
+
+The connection-ceiling check is MT-aware — see **rule 111**.

MULTI_TENANT_PLAN.md

@@ -3,6 +3,8 @@
 > **Audience:** AI assistants and developers extending JQC into a multi-tenant SaaS.
 > **Companion to:** `CLAUDE.md` (single-tenant architecture reference).
 > **Status:** MT-0 through MT-8 complete and deployed (MT-8 billing is flag-gated behind `BILLING_ENABLED`, default off). MT-9 (iOS multi-tenant) is fully pending — both the server-side discovery endpoints and the iOS client are unbuilt.
+>
+> **Feature parity with the single-tenant tree (MT-10 → MT-17): complete.** MT forked from ST before ST kept shipping, and that gap has now been closed phase by phase — see §12. The only deliberate divergence is ST's `phase50_default_modern`, which MT does not adopt (§12.3). Tenant migration head: `phase52_user_ui_theme`.
 
 ---
 
@@ -225,6 +227,61 @@ Stripe per-plan subscription, fully implemented in `app/billing/` (`routes.py`,
 **MT-9 — iOS multi-tenant. 🔲 PENDING (server + client both unbuilt).**
 Planned server side: `GET /api/v1/discover?subdomain=acme` and `GET /api/v1/tenant` public endpoints — to be exempt from tenant middleware via `MULTI_TENANT_EXEMPT_PATHS`. **Neither endpoint exists in the code yet** — no `api_discovery` blueprint is registered. iOS side: also pending (web-first priority).
 
+**MT-20 — R2 photo storage cutover. ✅ CODE DONE / 🔲 CUTOVER PENDING.**
+No schema change, no migration. The data-plane code was already fully on the
+storage seam (`storage.save()` / `media_url()` / `materialize_to_dir()` /
+`delete()` at every inspection and issue photo site) — MT served local purely
+because `STORAGE_BACKEND` had never been flipped, and it **could not** be:
+
+- `boto3` was missing from `requirements.txt`, so `S3Backend.__init__`'s lazy
+  import would have raised `ModuleNotFoundError` on the first upload after the
+  flip — at request time, not at boot. Now pinned (`boto3>=1.34`, matching ST).
+- there was no cutover tooling, and ST's could not be reused (below).
+
+**Why ST's sync script does not port.** The local backend deliberately does not
+prefix keys, so one shared `app/static/uploads/` holds every tenant's photos and
+a file on disk carries no ownership marker. ST's script walks the disk and
+uploads everything, which on MT writes objects with no tenant prefix — keys
+`S3Backend._object_key()` will never read. Ownership must instead be derived
+from each tenant DB's references, then written under `t<tenant_id>/`.
+
+| Layer | Value |
+|---|---|
+| DB | `uploads/issue_photos/abc.jpg` |
+| Disk (local backend) | `app/static/uploads/issue_photos/abc.jpg` |
+| R2 object (s3 backend) | `t3/uploads/issue_photos/abc.jpg` |
+
+Delivered:
+- `scripts/audit_photos.py` — read-only. Per tenant, collects every key its DB
+  references (5 sources: `issues.photo_path`, `.mobile_photo_paths[]`,
+  `.result_photos[]`, `inspections.form_data`, `inspection_results.photo_path`)
+  and reconciles against disk. Emits the baseline count that must still resolve
+  after cutover, plus orphans and any key claimed by more than one tenant.
+- `scripts/migrate_photos_to_r2.py` — copy-only, idempotent, resumable,
+  MD5+size verified, tenant-prefixed. Exit 0 only on full verification.
+  Orphans are **not** uploaded: no prefix could legitimately claim them.
+- `tests/test_storage_backend.py` — pins the prefix arithmetic, the bare key
+  returned to the DB, the refusal to write unprefixed with no tenant bound, and
+  the legacy-unprefixed read/delete fallback.
+
+Both scripts read the control DB then each tenant DB via raw SQL (no Flask app
+context — the ORM's default bind is the wrong database for every tenant), and
+the sync imports `collect_referenced` from the audit script so the two key sets
+can never diverge. Neither writes to any database.
+
+`STORAGE_BACKEND` is process-wide, so cutover is all-tenants-at-once; isolation
+comes from the prefix, not from separate backends. Per-tenant backend selection
+would require the resolver to carry a storage selector and `get_backend()` to
+cache per tenant rather than per app — do not half-build it.
+
+Rollback is one env var (`STORAGE_BACKEND=local` + restart); the sync never
+deletes local files.
+
+**Open, deliberately not done in MT-20:** `routes/tenant_settings.py::_save_logo`
+still writes tenant logos directly to `static/uploads/logos/` with `os.path.join`,
+bypassing the seam. After cutover it is the only remaining local-disk writer, so
+logos would sit outside whatever backs up R2.
+
 ---
 
 ## 8. Tenant-zero (LT Services) migration
@@ -329,3 +386,160 @@ python -m control.tenant_migrate bootstrap --tenant acme # fresh DB only
 sudo systemctl status jqc-panel
 sudo systemctl restart jqc-panel
 ```
+---
+
+## 12. Feature parity with the single-tenant tree (MT-10 → MT-17)
+
+MT forked from the single-tenant codebase (`LT_Janitorial_Quality_Control`, "ST")
+before ST continued shipping features. This section records how that gap was
+closed. It is **complete** as of MT-17.
+
+### 12.1 Why the two trees look more different than they are
+
+A file-by-file comparison of the two trees overstates the gap. Several ST files
+have no MT counterpart *by name* while the feature is fully present under MT's
+own naming. These are **not** gaps and must not be "fixed":
+
+| ST | MT equivalent |
+|---|---|
+| `models/scheduled_inspection.py` | `models/inspection_schedule.py` |
+| `routes/scheduled_inspections.py` | `routes/inspection_schedules.py` |
+| `routes/public.py` | `routes/facility_qr.py` |
+| `models/notification_recipient.py` | `models/project_recipient.py` |
+| `ContractNotificationRecipient` / `get_event_types()` | `ProjectNotificationRecipient` / `get_events()` |
+| `app/add_form_schema.py` | `scripts/add_form_schema.py` |
+| `support/admin_conversation_detail.html` | `support/conversation_detail.html` |
+
+There is also one place where **MT is ahead of ST**: `utils/forms.py`
+`strong_password()` (length + complexity + common-password blocklist) versus
+ST's bare `Length(min=6)`. Porting ST's version would be a downgrade.
+
+### 12.2 Phase log
+
+Migrations `phase41` → `phase56` in `migrations/versions/` are the parity track:
+auditor role, area QR tokens, schedule plan fields, internal handler, frequency
+ENUM widening, recurrence, end date, parent inspection, follow-up attribution,
+schedule acknowledgement, and then:
+
+**Aug 2026 tail — ST parity, ported after MT-17.** ST's chain numbers these
+differently (its phase51/52/53); MT's was already past those numbers, so match
+by NAME:
+
+| MT | ST | What |
+|---|---|---|
+| `phase54_user_notif_matrix` | phase51 | Per-account notification overrides for the two customer-side roles. Empty table = everyone inherits the global matrix, so it shipped changing nothing. See CLAUDE.md §27b. |
+| `phase55_template_contracts` | phase52 | Forms restricted to specific contracts. **No rows = shared**, which is why it needed no backfill. |
+| `phase56_followup_assignee` | phase53 | `inspections.follow_up_assigned_to` — hand a re-inspection to another inspector. NULL = the inspection's own inspector, as before. See CLAUDE.md §27c. |
+
+Shipped alongside them, without migrations: customer-role management under
+`/customers`, bulk actions on the issues/inspections lists, list-filter
+preservation, contract-scoped flag-issue assignees, Customer Directors planning
+their own inspections, and the support surface serving both customer roles.
+
+**MT-15 — External Inspector role. ✅ DONE** (`phase51_external_inspector`)
+Adds `external_inspector` to the `users.role` ENUM: an inspector employed by the
+customer or a third party, with identical capabilities to `inspector` and scoped
+the same way through `InspectorAssignment`.
+
+The ENUM widening and the code **must ship together**. MT had ~80 sites testing
+`role == 'inspector'` with a literal comparison; widening the ENUM alone would
+make every one of them evaluate False for the new role and fall through to the
+*unscoped* branch — `get_inspector_scope()` returns `None`, downstream queries
+drop their facility filter, and an inspector employed by one customer sees every
+other customer's contracts. `User.INSPECTOR_ROLES` (exposed as the
+`is_inspector` property) is now the single definition, and
+`test_external_inspector_scope_is_not_unrestricted` fails loudly if anyone
+reverts a membership test to a literal.
+
+Also in this phase: external inspectors are **invited**, never given a password
+(`password_set=False` + emailed 72-hour token, reusing the customer invite mail),
+with a new `auth.resend_invite` route so a bounced invitation cannot brick an
+account permanently. Creating any other role with a blank password is now
+rejected — it previously stored the hash of the empty string.
+
+**MT-16 — Modern web portal design. ✅ DONE** (`phase52_user_ui_theme`)
+Ports ST's `phase48`. `base.html` became a one-line dispatcher
+(`{% extends jqc_layout %}`); the old chrome moved verbatim to
+`layouts/classic.html`; `layouts/modern.html` is the sidebar shell. All existing
+page templates needed **zero edits** — Jinja resolves `{% block %}` overrides
+through the whole inheritance chain.
+
+`ThemedEnvironment.get_template()` swaps `x.html` → `modern/x.html` for modern
+users. **The swap is in `get_template()`, not the loader, on purpose:** Jinja's
+template cache is keyed on the name `get_template()` receives, so a cached
+modern template can never be served to a classic user — and in MT, where one
+Gunicorn worker serves many tenants, a loader-level swap would leak across
+tenants too.
+
+MT-specific adaptations that ST's files required: tenant branding (ST hardcodes
+its own company name), `inspection_schedules` for ST's `scheduled_inspections`,
+`facilities.qr_print_all` for ST's `facility_qr_print_all`, the billing banner,
+`role_label` for MT-15's new role, and a rewritten tenant-neutral About page.
+`_quota_warning.html` is deliberately **not** in the modern layout — it is a
+per-form include, not chrome, and would render twice on four pages.
+
+**MT-17 — Enrollment intake form. ✅ DONE** (no migration)
+Ports ST's `app/enrollment/` — a public, login-free intake form plus an
+admin-only inbox, kept deliberately outside the schema (flat JSON, no model, no
+migration, deletable package).
+
+**Tenant isolation was the change ST's version required.** ST keeps every
+submission in one flat directory; in MT that directory is shared by every tenant
+on the host, so `/enrollment/admin` would list other organisations' submissions.
+Submissions are now filed under `<ENROLLMENT_DIR>/t<tenant_id>/`, mirroring
+`storage.tenant_key_prefix()`. When multi-tenancy is on and no tenant is bound,
+`storage.enrollment_dir()` **raises `TenantUnresolved` rather than falling back
+to the root** — a fallback would be a silent cross-tenant leak; an exception is
+loud and safe.
+
+Branding was the second change: ST hardcodes its company name in four places and
+a personal Gmail address as the customer-facing "corrections" contact. Both now
+resolve from `TenantSettings`, with a test that greps the package so they cannot
+silently return.
+
+### 12.3 Deliberate divergence: ST `phase50_default_modern` is NOT ported
+
+ST's `phase50` flips the `ui_theme` column default to `modern` **and** runs:
+
+```sql
+UPDATE users SET ui_theme = 'modern' WHERE ui_theme = 'classic';
+```
+
+That overwrites every saved preference. It was defensible for a single-tenant
+deployment deciding for its own staff after its own A/B test.
+
+**It is not portable to MT.** The same statement runs against *every tenant
+database*, flipping the entire UI for tenants who never saw the test and never
+asked. MT therefore ships the `phase48` semantics only: default `classic`, **no
+backfill of any kind**.
+
+The effective default for accounts that never chose is config
+`DEFAULT_UI_THEME` (`app/__init__.py::resolve_ui_theme`), which reads the
+environment and itself defaults to `classic`. A stored `users.ui_theme` always
+wins. **To put a tenant on the modern design, set `DEFAULT_UI_THEME=modern` in
+that tenant's process environment** — a config change, reversible, with no
+preferences destroyed. `test_new_user_defaults_to_classic` pins this so a future
+port of `phase50` has to be a deliberate act.
+
+### 12.4 Open decisions
+
+- **Seat quota.** `tenancy/quota.py::count_active_users()` counts all active
+  users regardless of role, so external inspectors consume a seat against
+  `max_users`. Intentional (they are real accounts), but tenants near their cap
+  will hit `@quota_soft_check('users')` when inviting third parties. Excluding
+  them is a billing-policy decision, not a bug fix.
+- **`enrollment/schema.py::CORRECTIONS_EMAIL`** is now an empty last-resort
+  default. Decide whether to drop the constant and its two config fallbacks in
+  favour of requiring `TenantSettings.support_email`.
+
+### 12.5 Deferred, with reasons
+
+- **`_handler_split` dashboard cards.** ST's classic dashboard shows handler
+  breakdowns for *opened today* and *unassigned* as well as open issues. MT
+  supplies `handler_breakdown` (open issues) and both MT dashboards render it;
+  the other two would require converting `.count()` queries to `.all()` and
+  fetching full rows for a cosmetic card, which regresses large tenants. If
+  wanted, do it as a SQL `GROUP BY handler_type` rather than ST's Python-side
+  count over fetched rows.
+- **PDF / audit hardening.**
+- **MT-9 iOS client** (see §7).

app/__init__.py

@@ -18,8 +18,25 @@ login_manager = LoginManager()
 migrate       = Migrate()
 mail          = Mail()
 csrf          = CSRFProtect()    # initialized here; .init_app() called in create_app()
+def _rate_limit_key():
+    """MT-21: scope rate-limit buckets per tenant as well as per client IP.
+
+    With a bare remote-address key, two tenants behind the same NAT egress
+    share every route's counter, so one tenant's traffic can lock another out
+    of (for example) /auth/login. Falls back to the plain address in
+    single-tenant mode and on tenant-exempt paths, leaving today's buckets
+    unchanged there.
+    """
+    from flask import g, has_request_context
+    addr = get_remote_address()
+    if not has_request_context():
+        return addr
+    tenant = getattr(g, 'tenant', None)
+    return f't{tenant.id}|{addr}' if tenant is not None else addr
+
+
 limiter       = Limiter(
-    key_func       = get_remote_address,
+    key_func       = _rate_limit_key,
     default_limits = [],          # no global limit — applied per-route only
     # Use Redis when REDIS_URL is set in the environment (production multi-worker).
     # Falls back to in-process memory for local development (single-worker only;
@@ -28,15 +45,57 @@ limiter       = Limiter(
 )
 
 
+# ── Web portal design: per-request template overrides (MT-16) ────────────────
+# A user on the 'modern' design gets templates/modern/<name>.html in place of
+# templates/<name>.html whenever that override exists; otherwise the normal
+# template is used and only the layout shell + CSS differ.
+#
+# The rewrite happens in get_template() (not in the loader) so Jinja's template
+# cache is keyed on the REWRITTEN name — a cached modern template can never be
+# served to a classic user, or vice versa. A loader-level swap would have that
+# bug, and in MT it would leak across tenants sharing a worker process.
+from flask.templating import Environment as _FlaskJinjaEnvironment
+
+
+class ThemedEnvironment(_FlaskJinjaEnvironment):
+    """Jinja environment that redirects template names to modern/<name>."""
+
+    # Populated once in create_app() by scanning templates/modern/.
+    jqc_modern_templates: set = set()
+
+    def get_template(self, name, parent=None, globals=None):
+        if (isinstance(name, str)
+                and self.jqc_modern_templates
+                and not name.startswith('modern/')):
+            candidate = 'modern/' + name
+            if candidate in self.jqc_modern_templates:
+                from flask import g, has_request_context
+                if has_request_context() and getattr(g, 'jqc_theme', 'classic') == 'modern':
+                    name = candidate
+        return super().get_template(name, parent, globals)
+
+
 def create_app(config_name='default'):
     app = Flask(__name__)
+    # Must be assigned BEFORE app.jinja_env is first touched (it is a cached
+    # property), so the themed subclass is the one actually instantiated.
+    app.jinja_environment = ThemedEnvironment
     app.config.from_object(config[config_name])
 
     # Unwrap X-Forwarded-For / X-Forwarded-Proto set by Nginx so Flask sees
     # the real client IP (needed for rate limiting and fail2ban logging) and
     # the real scheme (needed for HTTPS URL generation in emails).
+    #
+    # MT-24: x_host is deliberately 0. With x_host=1, `request.host` was taken
+    # from the X-Forwarded-Host header — and nginx forwards unrecognised client
+    # headers upstream, so any client could supply that header and choose which
+    # tenant database the request bound to. Nginx already sets `Host $host`
+    # from the real SNI/Host, so HTTP_HOST is the trustworthy source and
+    # X-Forwarded-Host adds nothing but an attacker-controlled input.
+    # The nginx configs also pin X-Forwarded-Host explicitly (defence in depth);
+    # neither layer alone is relied upon. See deploy/nginx/README.md.
     from werkzeug.middleware.proxy_fix import ProxyFix
-    app.wsgi_app = ProxyFix(app.wsgi_app, x_for=1, x_proto=1, x_host=1)
+    app.wsgi_app = ProxyFix(app.wsgi_app, x_for=1, x_proto=1, x_host=0)
 
     db.init_app(app)
     login_manager.init_app(app)
@@ -122,6 +181,79 @@ def create_app(config_name='default'):
     app.jinja_env.globals['sla_hours_remaining'] = sla_hours_remaining
     app.jinja_env.globals['SLA_HOURS']           = SLA_HOURS
 
+    # Photo URL resolver — routes through the active storage backend so templates
+    # work unchanged when the backend flips from local to R2 (see utils/storage.py).
+    from app.utils import storage as _storage
+    app.jinja_env.globals['media_url'] = _storage.media_url
+
+    # Current page URL including its query string — what list pages hand to
+    # their actions as `next` so filters survive an edit/delete round trip
+    # (see utils/decorators.return_url). full_path always appends '?', which
+    # is harmless but makes for ugly links, so strip a bare trailing one.
+    def _current_url():
+        from flask import request
+        return request.full_path.rstrip('?') if request else ''
+    app.jinja_env.globals['current_url'] = _current_url
+
+    # ── Web portal design wiring (MT-16) ──────────────────────────────────
+    # Index the modern/ override templates once at boot, so get_template()
+    # never has to touch the filesystem per request.
+    _modern_root = os.path.join(app.template_folder or 'templates', 'modern')
+    if not os.path.isabs(_modern_root):
+        _modern_root = os.path.join(app.root_path, _modern_root)
+    _modern_set = set()
+    if os.path.isdir(_modern_root):
+        for _dirpath, _dirnames, _filenames in os.walk(_modern_root):
+            for _fn in _filenames:
+                if _fn.endswith('.html'):
+                    _rel = os.path.relpath(os.path.join(_dirpath, _fn), _modern_root)
+                    _modern_set.add('modern/' + _rel.replace(os.sep, '/'))
+    ThemedEnvironment.jqc_modern_templates = _modern_set
+    app.logger.info('UI themes | modern overrides indexed: %s', len(_modern_set))
+
+    from flask import g, request as _request
+
+    @app.before_request
+    def resolve_ui_theme():
+        """Stash the active design on `g` for ThemedEnvironment.get_template()."""
+        # The mobile API renders no templates and authenticates by JWT — skip it
+        # so this never touches the Flask-Login session loader on API traffic.
+        if _request.path.startswith('/api/'):
+            # The API renders no templates; 'classic' here only means "never
+            # rewrite a template name" (see ThemedEnvironment.get_template).
+            g.jqc_theme = 'classic'
+            return
+        from flask_login import current_user as _cu
+        # MT-16 — the fallback is configurable per deployment. It defaults to
+        # 'classic' so an existing tenant's users see no change until they opt
+        # in; a stored users.ui_theme always wins over the default.
+        default = app.config.get('DEFAULT_UI_THEME', 'classic')
+        theme = default
+        try:
+            if _cu.is_authenticated:
+                theme = _cu.ui_theme or default
+        except Exception:      # DB column missing (migration not yet run)
+            theme = default
+        g.jqc_theme = theme if theme in ('classic', 'modern') else default
+
+    @app.context_processor
+    def inject_ui_theme():
+        """Give base.html the shell to extend."""
+        from app.utils.time_utils import now_eastern
+        theme = getattr(g, 'jqc_theme',
+                        app.config.get('DEFAULT_UI_THEME', 'classic'))
+        _now = now_eastern()
+        return {
+            'jqc_theme':  theme,
+            'jqc_layout': 'layouts/modern.html' if theme == 'modern'
+                          else 'layouts/classic.html',
+            # Long-form date shown in the modern dashboard header. The day is
+            # interpolated rather than formatted with '%-d' — that flag is a
+            # glibc extension and raises ValueError on Windows, which would
+            # 500 every page (this context processor runs on both themes).
+            'now_display': f'{_now.strftime("%A, %B")} {_now.day}, {_now.year}',
+        }
+
     # ── Inject unread notification count into every template context ──────
     # This powers the red badge on the navbar bell icon without requiring
     # individual routes to pass the count manually.
@@ -216,6 +348,7 @@ def create_app(config_name='default'):
     from app.routes import tenant_settings  # MT-7 — tenant self-service
     from app.routes import signup          # MT-8+ — public self-service signup
     from app.routes import landing         # Public apex marketing/landing page
+    from app.routes import ui              # MT-16 — design switch + new pages
     from app.billing import bp as billing_bp  # MT-8 — Stripe billing
 
     app.register_blueprint(auth.bp)
@@ -239,6 +372,13 @@ def create_app(config_name='default'):
     app.register_blueprint(tenant_settings.bp)
     app.register_blueprint(signup.bp)
     app.register_blueprint(landing.bp)
+    app.register_blueprint(ui.bp)
+
+    # ── Enrollment form (self-contained — see app/enrollment/__init__.py) ────
+    # Registered last and via its own helper so the package stays deletable:
+    # removing app/enrollment/ and these two lines removes the feature entirely.
+    from app.enrollment import register_enrollment
+    register_enrollment(app)
     # Billing blueprint is CSRF-exempt: /billing/webhook receives raw POST from
     # Stripe and cannot carry a CSRF token. Subscribe/portal are GET redirects
     # which Flask-WTF does not protect anyway (CSRF only applies to unsafe methods).
@@ -261,6 +401,7 @@ def create_app(config_name='default'):
     from app.api.notifications import bp as _api_notifications_bp
     from app.api.stats         import bp as _api_stats_bp
     from app.api.comments      import bp as _api_comments_bp
+    from app.api.scheduled      import bp as _api_scheduled_bp
     csrf.exempt(_api_auth_bp)
     csrf.exempt(_api_facilities_bp)
     csrf.exempt(_api_templates_bp)
@@ -270,11 +411,24 @@ def create_app(config_name='default'):
     csrf.exempt(_api_notifications_bp)
     csrf.exempt(_api_stats_bp)
     csrf.exempt(_api_comments_bp)
+    csrf.exempt(_api_scheduled_bp)
     register_api(app)
 
     # ── Security response headers ─────────────────────────────────────────
     # Applied to every response. Blocks clickjacking, MIME sniffing, and
     # obvious XSS vectors without breaking Bootstrap CDN / Google Fonts.
+    # Allow R2 presigned photo URLs in the CSP img-src when the s3 storage
+    # backend is configured. Derived from R2_ENDPOINT_URL (the presigned URL
+    # host is the same R2 account endpoint), so nothing is hardcoded and the
+    # local backend is unaffected.
+    _r2_img_src = ''
+    _r2_endpoint = app.config.get('R2_ENDPOINT_URL')
+    if _r2_endpoint:
+        from urllib.parse import urlparse
+        _r2_host = urlparse(_r2_endpoint).netloc
+        if _r2_host:
+            _r2_img_src = f' https://{_r2_host}'
+
     @app.after_request
     def set_security_headers(response):
         from flask import request as _request
@@ -287,7 +441,7 @@ def create_app(config_name='default'):
             "script-src 'self' 'unsafe-inline' https://cdn.jsdelivr.net; "
             "style-src 'self' 'unsafe-inline' https://cdn.jsdelivr.net https://fonts.googleapis.com; "
             "font-src 'self' data: https://fonts.gstatic.com https://cdn.jsdelivr.net; "
-            "img-src 'self' data: blob: https://maps.gstatic.com https://maps.googleapis.com; "
+            f"img-src 'self' data: blob: https://maps.gstatic.com https://maps.googleapis.com{_r2_img_src}; "
             "connect-src 'self' https://cdn.jsdelivr.net; "
             "frame-src https://maps.google.com https://www.google.com; "
             # Hardening directives that don't affect existing inline scripts/styles:

app/api/__init__.py

@@ -50,6 +50,10 @@ def register_api(app):
     from app.api.comments import bp as comments_bp
     api_bp.register_blueprint(comments_bp)
 
+    # phase43: Planned inspection assignments (plan-mode schedules)
+    from app.api.scheduled import bp as scheduled_bp
+    api_bp.register_blueprint(scheduled_bp)
+
     # NOTE: device registration lives on the auth blueprint
     # (POST /api/v1/devices/register in app/api/auth.py) and writes to the
     # canonical api_device_tokens table (model DeviceToken). A former duplicate

app/api/auth.py

@@ -32,6 +32,7 @@ import logging
 
 from flask import Blueprint, request, g
 from app import db, limiter
+from app.tenancy.gates import feature_required
 from app.models.user import User
 from app.models.api_token import RefreshToken, DeviceToken
 from app.api.errors import api_ok, api_error
@@ -61,6 +62,13 @@ def _user_payload(user: User) -> dict:
 
 @bp.route('/auth/login', methods=['POST'])
 @limiter.limit('10 per minute; 3 per second')
+# The plan gate belongs HERE, not only on the write endpoints. It used to sit
+# on POST /inspections and POST /issues alone, so a tenant without mobile API
+# access could sign in, sync reference data and let an inspector complete a
+# whole inspection on site — and only then get a 403, with the work already
+# done and no way to submit it. Refusing at the door is the honest answer.
+# Inert in single-tenant mode and for any plan that allows the mobile API.
+@feature_required('mobile_api')
 def login():
     """
     Authenticate with username + password.
@@ -70,10 +78,22 @@ def login():
     {
         "username":    "john",
         "password":    "secret",
+        "mfa_code":    "123456",        // required IF the account has 2FA on
         "device_id":   "A1B2C3D4...",   // UIDevice.identifierForVendor (optional)
         "device_name": "John's iPhone"  // (optional)
     }
 
+    Response 401 — second factor needed
+    -----------------------------------
+    {
+        "ok": false,
+        "error": "A verification code is required for this account.",
+        "mfa_required": true
+    }
+
+    The password was correct; the client should prompt for the 6-digit code
+    (or a recovery code) and POST again with `mfa_code`.
+
     Response 200
     ------------
     {
@@ -106,6 +126,41 @@ def login():
     if not user.active:
         return api_error('Account is disabled. Please contact an administrator.', 401)
 
+    # ── Two-factor (phase35 parity) ───────────────────────────────────────
+    # The web login defers identity to /auth/mfa when an account has TOTP
+    # enabled. This endpoint did not, so anyone who turned MFA on could skip it
+    # entirely by signing in through the app — the factor was decorative for
+    # exactly the accounts that chose to enable it.
+    #
+    # Accepts either a TOTP code or a single-use recovery code, the same two
+    # the web challenge accepts. A missing code is answered with
+    # `mfa_required: true` so a client can prompt for it rather than treating
+    # this as a wrong password.
+    if user.mfa_enabled and user.mfa_secret:
+        from app.utils.mfa import verify_totp, check_and_consume_recovery
+
+        code = (data.get('mfa_code') or '').strip()
+        if not code:
+            logger.info('API login | mfa_required | username=%s', user.username)
+            return api_error('A verification code is required for this account.',
+                             401, extra={'mfa_required': True})
+
+        if not verify_totp(user.mfa_secret, code):
+            matched, remaining = check_and_consume_recovery(
+                user.mfa_recovery_codes, code)
+            if not matched:
+                logger.warning('API login | mfa_failed | username=%s | ip=%s',
+                               user.username, request.remote_addr)
+                return api_error('That verification code is not valid.',
+                                 401, extra={'mfa_required': True})
+            # Recovery codes are single-use — persist the shortened list before
+            # any token is issued, so a crash cannot hand out a login while
+            # leaving the code usable again.
+            user.mfa_recovery_codes = remaining
+            db.session.commit()
+            logger.warning('API login | recovery_code_used | username=%s | '
+                           'remaining=%d', user.username, len(remaining))
+
     device_id   = (data.get('device_id')   or '')[:64]  or None
     device_name = (data.get('device_name') or '')[:100] or None
 
@@ -154,6 +209,11 @@ def login():
 
 @bp.route('/auth/refresh', methods=['POST'])
 @limiter.limit('30 per minute; 5 per second')
+# Gated too: without it a device that signed in before the plan changed would
+# keep rotating tokens forever and never notice it had lost access.
+# logout stays open on purpose — a blocked device must still be able to
+# surrender its refresh token and clean up.
+@feature_required('mobile_api')
 def refresh():
     """
     Exchange a valid refresh token for a new access token.

app/api/comments.py

@@ -29,7 +29,8 @@ logger = logging.getLogger(__name__)
 
 bp = Blueprint('api_comments', __name__)
 
-_ALLOWED_ROLES = {'admin', 'director', 'inspector', 'project_manager'}
+_ALLOWED_ROLES = {'admin', 'director', 'inspector', 'external_inspector',
+                  'project_manager', 'auditor'}
 
 
 def _comment_payload(comment: IssueComment) -> dict:
@@ -47,7 +48,7 @@ def _comment_payload(comment: IssueComment) -> dict:
 
 def _check_issue_access(issue: Issue, user) -> bool:
     """Return True if user may read/write this issue. False = 403."""
-    if user.role == 'inspector':
+    if user.is_inspector:
         fids     = get_inspector_scope(user)
         facility = issue.resolved_facility
         if not fids or not facility or facility.id not in fids:

app/api/decorators.py

@@ -62,6 +62,20 @@ def jwt_required(f):
         if payload is None:
             return api_error('Access token is invalid or expired', 401)
 
+        # MT-21: a token signed for another tenant verifies fine here (shared
+        # SECRET_KEY), so check the tenant claim before 'sub' is resolved
+        # against the bound database. No-op in single-tenant mode.
+        from app.tenancy.session_binding import current_tenant_id
+        tenant_id = current_tenant_id()
+        if tenant_id is not None:
+            token_tid = payload.get('tid')
+            if token_tid != tenant_id:
+                logger.warning(
+                    'API tenant mismatch | token_tid=%s resolved=%s endpoint=%s',
+                    token_tid, tenant_id, request.endpoint,
+                )
+                return api_error('Access token is not valid for this workspace', 401)
+
         user_id = int(payload.get('sub', 0))
         user    = db.session.get(User, user_id)
 

app/api/errors.py

@@ -31,13 +31,24 @@ def api_ok(data=None, status=200):
     }), status
 
 
-def api_error(message: str, status: int = 400):
-    """Return an error JSON response."""
-    return jsonify({
+def api_error(message: str, status: int = 400, extra: dict | None = None):
+    """Return an error JSON response.
+
+    `extra` merges additional top-level keys into the envelope — for flags a
+    client must branch on rather than parse out of the message, e.g.
+    `mfa_required` on a login that needs a second factor. Reserved keys
+    (ok/data/error) always win, so a caller cannot accidentally rewrite the
+    envelope's shape.
+    """
+    payload = {
         'ok':    False,
         'data':  None,
         'error': message,
-    }), status
+    }
+    if extra:
+        for k, v in extra.items():
+            payload.setdefault(k, v)
+    return jsonify(payload), status
 
 
 # ── Registered error handlers (attached to the api blueprint) ─────────────────

app/api/inspections.py

@@ -35,7 +35,8 @@ logger = logging.getLogger(__name__)
 
 bp = Blueprint('api_inspections', __name__)
 
-_ALLOWED_ROLES = {'admin', 'director', 'inspector', 'project_manager'}
+_ALLOWED_ROLES = {'admin', 'director', 'inspector', 'external_inspector',
+                  'project_manager', 'auditor'}
 
 
 def _merge_form_data(existing: dict, incoming: dict) -> dict:
@@ -96,6 +97,84 @@ def _parse_datetime(value):
     return None
 
 
+def _schedule_id_from(data):
+    """Read the schedule link from a request body, accepting either key.
+
+    The iPad sends `scheduled_inspection_id` (the single-tenant column name it
+    was built against); MT's column is `inspection_schedule_id`. Both are
+    accepted so shipped iPad builds keep working and a future build can migrate
+    to the MT name without a flag day. MT's own name wins if both are present.
+    """
+    for key in ('inspection_schedule_id', 'scheduled_inspection_id'):
+        if data.get(key):
+            return data[key]
+    return None
+
+
+def _resolve_schedule(schedule_id, user):
+    """Resolve a client-supplied schedule id to an InspectionSchedule, or None.
+
+    The iPad sends this when the inspector taps Start on a scheduled row;
+    without it the inspection lands unlinked and the schedule is never fulfilled
+    (no link on the detail page, and the schedule stays due forever).
+
+    NON-BLOCKING BY DESIGN. A bad link drops the link and logs a warning — it
+    never fails the submission. The app is offline-first, so a schedule can
+    legitimately be deleted or reassigned while a completed inspection sits in
+    the outbox for days; erroring here would retry-fail that inspection and
+    strand the inspector's work (and its photos) permanently. A missed fulfil is
+    recoverable from the web UI; a stranded submission is not.
+
+    The ownership check still matters: accepting a foreign link would let one
+    inspector fulfil another's schedule. So the link is refused — but the
+    inspection itself is still accepted.
+    """
+    from app.models.inspection_schedule import InspectionSchedule
+
+    sched = db.session.get(InspectionSchedule, schedule_id)
+    if sched is None:
+        logger.warning('API INSPECTIONS | unknown schedule id=%s from user=%s '
+                       '— submitting unlinked', schedule_id, user.username)
+        return None
+    if user.is_inspector and sched.inspector_id != user.id:
+        logger.warning('API INSPECTIONS | schedule id=%s not assigned to user=%s '
+                       '— submitting unlinked', schedule_id, user.username)
+        return None
+    return sched
+
+
+def _fulfill_schedule(inspection):
+    """Roll the originating schedule forward. Caller commits.
+
+    Mirrors routes/inspections.py exactly, including passing `_compute_next_run`
+    as `next_run_fn`. As of phase46 that argument is accepted and ignored: the
+    cadence maths moved onto `InspectionSchedule.advance_due_date()`, which owns
+    the recurrence columns and the end-date boundary. Before phase46 omitting it
+    silently left `next_run_at` untouched and the schedule stayed permanently
+    due; the call is kept as-is so this file needs no behavioural change. The
+    deferred import mirrors the web route and avoids a module-load cycle between
+    the api and routes packages.
+    """
+    if not inspection.inspection_schedule_id:
+        return
+    from app.models.inspection_schedule import InspectionSchedule
+    from app.routes.inspection_schedules import _compute_next_run
+
+    sched = db.session.get(InspectionSchedule, inspection.inspection_schedule_id)
+    if sched is None:
+        return
+    sched.fulfill(next_run_fn=_compute_next_run)
+    logger.info('API INSPECTIONS | schedule fulfilled | schedule=%s | inspection=%s '
+                '| next_due=%s', sched.id, inspection.id, sched.next_run_at)
+
+
+def _media(key):
+    """Absolute display URL for a storage key (presigned on R2, absolute-static
+    on local). '' for falsy keys. Used for iPad image rendering."""
+    from app.utils import storage
+    return storage.media_url(key, external=True) if key else ''
+
+
 def _inspection_payload(inspection):
     """Serialize an Inspection to the dict returned in API responses."""
     # Extract form responses from the notes JSON blob.
@@ -137,12 +216,32 @@ def _inspection_payload(inspection):
                                  if inspection.completed_at else None,
         'mobile_local_id':       inspection.mobile_local_id,
         'form_data':             form_data,
+        # Absolute display URLs for image form fields (presigned on R2,
+        # absolute-static on local): {field_id: url}. The iPad prefers this
+        # over building ServerConfig + /static/ + value.
+        'form_media':            {
+                                    fid: _media(v)
+                                    for fid, v in (form_data or {}).items()
+                                    if isinstance(v, str) and v.startswith('uploads/')
+                                 },
         'form_schema':           form_schema,
         'inspector_notes':       inspector_notes,
         # ── Follow-up / re-inspection fields ──────────────────────────────
         'follow_up_required':    inspection.follow_up_required,
+        # phase56 — who is to perform the follow-up. NULL means the
+        # inspection's own inspector, which is what it always meant.
+        'follow_up_assigned_to':      inspection.follow_up_assigned_to,
+        'follow_up_assigned_to_name': (inspection.follow_up_assignee.display_name
+                                       if inspection.follow_up_assignee else None),
         'follow_up_note':        inspection.follow_up_note,
         'parent_inspection_id':  inspection.parent_inspection_id,
+        # ── Originating schedule (MT-14) ──────────────────────────────────
+        # Emitted under BOTH names: `inspection_schedule_id` is MT's column,
+        # `scheduled_inspection_id` is the name shipped iPad builds decode.
+        # They always carry the same value. Drop the legacy alias once every
+        # deployed client has moved to the MT name.
+        'inspection_schedule_id':  inspection.inspection_schedule_id,
+        'scheduled_inspection_id': inspection.inspection_schedule_id,
     }
 
 
@@ -163,6 +262,9 @@ def list_inspections():
     offset      int  default 0
     facility_id int  filter by facility
     status      str  filter by status (completed, in_progress, flagged)
+    follow_up_required
+                bool 'true'/'1' — only inspections awaiting a re-inspection,
+                     scoped to the caller's own follow-ups (see below)
     from_date   str  ISO date (YYYY-MM-DD) — include inspections on/after this date
     to_date     str  ISO date (YYYY-MM-DD) — include inspections on/before this date
 
@@ -183,13 +285,20 @@ def list_inspections():
     if user.role not in _ALLOWED_ROLES:
         return api_error('Access denied', 403)
 
-    limit  = min(int(request.args.get('limit', 50)), 200)
-    offset = max(int(request.args.get('offset', 0)), 0)
+    limit  = min(request.args.get('limit',  50, type=int) or 50, 200)
+    offset = max(request.args.get('offset', 0,  type=int) or 0,  0)
 
     query = Inspection.query
 
-    # Inspectors only see their own inspections
-    if user.role == 'inspector':
+    # Inspectors only see their own inspections.
+    #
+    # EXCEPT when asking for follow-up requests: a follow-up can now be handed
+    # to a different inspector (phase56), and that request lives on an
+    # inspection somebody ELSE performed. Applying this filter first would hide
+    # exactly the rows the assignee needs, so it is deferred to the follow-up
+    # block below, which applies ownership instead of authorship.
+    wants_follow_ups = request.args.get('follow_up_required', '').lower() in ('true', '1')
+    if user.is_inspector and not wants_follow_ups:
         query = query.filter(Inspection.inspector_id == user.id)
 
     # Optional filters
@@ -201,6 +310,38 @@ def list_inspections():
     if status:
         query = query.filter(Inspection.status == status)
 
+    if wants_follow_ups:
+        # MT had no follow_up_required filter at all, so the iPad's Follow-up
+        # Requests screen — which calls ?follow_up_required=true — received the
+        # inspector's ENTIRE history and presented it as outstanding requests.
+        #
+        # "Follow-up" must mean exactly what it means everywhere on the web
+        # (inspections.index / reports status_filter == 'follow_up'): flagged,
+        # completed, and not yet answered by a linked re-inspection.
+        #
+        # The ~follow_ups.any() clause is the one that matters. The web execute
+        # route never clears follow_up_required on the parent — it only stops
+        # listing it once a child exists — so filtering on the flag alone would
+        # return follow-ups that were already satisfied on the web, forever.
+        # On the iPad those rows are undismissable: pull_follow_up_requests()
+        # keeps receiving them and update(from:) resets fulfilledLocally, so the
+        # FOLLOW-UP REQUESTED card would never clear. (The mobile POST path does
+        # clear the parent flag, so only web-completed re-inspections stick.)
+        query = query.filter(
+            Inspection.follow_up_required.is_(True),
+            Inspection.status == 'completed',
+        ).filter(~Inspection.follow_ups.any())
+
+        # Ownership, not authorship (phase56). Mirrors
+        # Inspection.follow_up_owner: an assigned follow-up belongs to the
+        # assignee ALONE, an unassigned one to the inspection's own inspector.
+        #
+        # The two arms are mutually exclusive on purpose. Without the second
+        # arm's `is_(None)` an inspector would keep seeing a follow-up that had
+        # been handed to someone else, and two people would turn up to do it.
+        if user.is_inspector:
+            query = query.filter(Inspection.follow_up_owned_by(user.id))
+
     from_date_str = request.args.get('from_date')
     if from_date_str:
         try:
@@ -264,9 +405,16 @@ def create_inspection():
         "overall_score":   87.5,
         "inspection_date": "2026-05-01T14:30:00",
         "completed_at":    "2026-05-01T15:00:00",
-        "mobile_local_id": "uuid-string"
+        "mobile_local_id": "uuid-string",
+        "inspection_schedule_id": 12
     }
 
+    `inspection_schedule_id` links the inspection to the schedule it fulfils
+    (sent when the inspector taps Start on a scheduled row).
+    `scheduled_inspection_id` is accepted as an alias for shipped iPad builds.
+    An unresolvable or foreign id is dropped with a warning — it never fails the
+    submission. The schedule is rolled forward only when status is "completed".
+
     Response 200
     ------------
     { "ok": true, "data": { "inspection_id": 42, "duplicate": false } }
@@ -357,6 +505,29 @@ def create_inspection():
         submit_latitude  = None
         submit_longitude = None
 
+    # ── Originating schedule (MT-14) ──────────────────────────────────────
+    # Sent when the inspector taps Start on a scheduled row. Resolution is
+    # non-blocking: an unresolvable or foreign id drops the link and logs, but
+    # the inspection is still accepted (see _resolve_schedule).
+    inspection_schedule_id = None
+    _sched_id = _schedule_id_from(data)
+    if _sched_id:
+        _sched = _resolve_schedule(_sched_id, user)
+        inspection_schedule_id = _sched.id if _sched else None
+
+        # phase48 — inherit the follow-up link from the schedule when the client
+        # did not send one. A schedule created by "Schedule Follow-up" knows
+        # which inspection it answers, so the link must not depend on the client
+        # remembering to pass it: an older build, or a draft resumed after the
+        # cached row was refreshed, would otherwise submit a plain inspection
+        # and leave the parent flagged forever. Never overrides an explicit
+        # parent_inspection_id.
+        if not parent_inspection_id and _sched is not None and _sched.parent_inspection_id:
+            parent_inspection_id = _sched.parent_inspection_id
+            logger.info('API INSPECTIONS | parent inherited from schedule | '
+                        'schedule=%s | parent=%s | user=%s',
+                        _sched.id, parent_inspection_id, user.username)
+
     inspection = Inspection(
         template_id          = template_id,
         facility_id          = facility_id,
@@ -371,11 +542,19 @@ def create_inspection():
         parent_inspection_id = parent_inspection_id,
         submit_latitude      = submit_latitude,
         submit_longitude     = submit_longitude,
+        inspection_schedule_id = inspection_schedule_id,
     )
 
     db.session.add(inspection)
     db.session.flush()
 
+    # ── Fulfil the originating schedule ───────────────────────────────────
+    # Staged into the same atomic commit as the inspection, mirroring the web
+    # route. Only on completion: an in_progress submission has not satisfied
+    # the occurrence, so rolling the schedule forward there would skip a cycle.
+    if status == 'completed':
+        _fulfill_schedule(inspection)
+
     # ── Auto-clear follow-up flag on parent ───────────────────────────────
     # When a completed re-inspection arrives that links to a parent, clear
     # follow_up_required on the parent automatically. This mirrors the web
@@ -465,8 +644,13 @@ def update_inspection(inspection_id):
         "form_data":     { ... },
         "notes":         "...",
         "overall_score": 91.0,
-        "completed_at":  "2026-05-01T15:30:00"
+        "completed_at":  "2026-05-01T15:30:00",
+        "inspection_schedule_id": 12
     }
+
+    `inspection_schedule_id` links the inspection to the schedule it fulfils.
+    `scheduled_inspection_id` is accepted as an alias for shipped iPad builds.
+    The schedule is rolled forward only on the draft → completed transition.
     """
     user = g.api_user
 
@@ -477,7 +661,7 @@ def update_inspection(inspection_id):
     if inspection is None:
         return api_error('Inspection not found', 404)
 
-    if user.role == 'inspector' and inspection.inspector_id != user.id:
+    if user.is_inspector and inspection.inspector_id != user.id:
         return api_error('Access denied', 403)
 
     data = request.get_json(silent=True) or {}
@@ -500,6 +684,31 @@ def update_inspection(inspection_id):
 
     prev_status = inspection.status
 
+    # Allow the link to be set/corrected on PATCH too — the iPad may create the
+    # inspection as a draft first and only attach the schedule on submit.
+    # Same non-blocking semantics as create: a bad id leaves the link untouched.
+    _sched_id = _schedule_id_from(data)
+    if _sched_id:
+        _sched = _resolve_schedule(_sched_id, user)
+        if _sched is not None:
+            inspection.inspection_schedule_id = _sched.id
+            # phase48 parity with the POST path: a schedule created by
+            # "Schedule Follow-up" knows which inspection it answers, so a draft
+            # that only gets its schedule attached here still becomes a properly
+            # linked re-inspection. Never overrides an explicit parent.
+            if not inspection.parent_inspection_id and _sched.parent_inspection_id:
+                inspection.parent_inspection_id = _sched.parent_inspection_id
+                logger.info('API INSPECTIONS | parent inherited from schedule on '
+                            'PATCH | schedule=%s | parent=%s | user=%s',
+                            _sched.id, _sched.parent_inspection_id, user.username)
+
+    # An explicitly supplied parent still wins, and can be set on the draft
+    # before submit — mirrors the POST handler's field list.
+    if 'parent_inspection_id' in data:
+        _pid = data.get('parent_inspection_id')
+        if isinstance(_pid, int) and db.session.get(Inspection, _pid) is not None:
+            inspection.parent_inspection_id = _pid
+
     if 'status' in data:
         inspection.status = data['status']
 
@@ -515,12 +724,52 @@ def update_inspection(inspection_id):
     elif data.get('status') == 'completed' and not inspection.completed_at:
         inspection.completed_at = now_eastern()
 
-    db.session.commit()
-
-    # Notify when a draft transitions to completed — mirrors the POST handler.
+    # Computed BEFORE the commit so the schedule fulfil can be staged into the
+    # same transaction; reused after the commit for the notification below.
     transitioning_to_complete = (
         data.get('status') == 'completed' and prev_status != 'completed'
     )
+    # Fulfil on the draft → completed transition ONLY, so a later PATCH on an
+    # already-completed inspection cannot roll the schedule forward twice.
+    if transitioning_to_complete:
+        _fulfill_schedule(inspection)
+
+    # ── Auto-clear follow-up flag on parent ───────────────────────────────
+    # Mirrors the POST handler. This was previously MISSING here, so an iPad
+    # that created a follow-up as a draft and submitted it via PATCH left the
+    # parent flagged forever — the re-inspection happened, but the parent still
+    # showed "Follow-up Inspection Required" and stayed in every manager's
+    # outstanding list. phase48 made that a normal path, since a schedule-started
+    # follow-up is a draft first.
+    #
+    # Same commit-ordering rule as the POST handler: log_action() must fire AFTER
+    # db.session.commit(), because audit.py commits internally and would
+    # otherwise persist the parent's flag change before this inspection's own
+    # changes are committed — a partial state if the main commit then failed.
+    _parent_log_args = None
+    if transitioning_to_complete and inspection.parent_inspection_id:
+        parent_insp = db.session.get(Inspection, inspection.parent_inspection_id)
+        if parent_insp and parent_insp.follow_up_required:
+            parent_insp.follow_up_required = False
+            logger.info(
+                'API INSPECTIONS | follow_up cleared on PATCH | parent_id=%s | '
+                'by_inspection_id=%s | user=%s',
+                parent_insp.id, inspection.id, user.username,
+            )
+            # Snapshot label strings now — ORM objects may be expired after commit.
+            _parent_log_args = (
+                parent_insp.id,
+                f'{parent_insp.template.name} @ {parent_insp.facility.name}',
+                f'follow_up_required=False (cleared by re-inspection '
+                f'#{inspection.id} via mobile API)',
+            )
+
+    db.session.commit()
+
+    if _parent_log_args:
+        log_action(ACTION_UPDATE, 'Inspection', *_parent_log_args)
+
+    # Notify when a draft transitions to completed — mirrors the POST handler.
     if transitioning_to_complete:
         score_val = inspection.overall_score
         score_display = f'{score_val:.1f}%' if score_val is not None else 'N/A'

app/api/issues.py

@@ -42,15 +42,24 @@ logger = logging.getLogger(__name__)
 
 bp = Blueprint('api_issues', __name__)
 
-_ALLOWED_ROLES  = {'admin', 'director', 'inspector', 'project_manager'}
+_ALLOWED_ROLES  = {'admin', 'director', 'inspector', 'external_inspector',
+                   'project_manager', 'auditor'}
 _VALID_SEVERITY = {'low', 'medium', 'high', 'critical'}
 _VALID_STATUSES = {'open', 'in_progress', 'resolved', 'pending_verification'}
+_VALID_HANDLERS = {'internal', 'facility', 'vendor'}
 _UUID_RE = re.compile(
     r'^[0-9a-f]{8}-?[0-9a-f]{4}-?[0-9a-f]{4}-?[0-9a-f]{4}-?[0-9a-f]{12}$',
     re.IGNORECASE,
 )
 
 
+def _photo_urls(keys):
+    """Map storage keys to absolute display URLs (presigned on R2, absolute-static
+    on local). Falsy keys are skipped. Used for iPad photo rendering."""
+    from app.utils import storage
+    return [storage.media_url(k, external=True) for k in keys if k]
+
+
 def _issue_payload(issue):
     """Serialise an Issue to the dict returned in list/detail responses."""
     facility = issue.resolved_facility
@@ -71,6 +80,14 @@ def _issue_payload(issue):
         'photo_path':         issue.photo_path or None,
         'mobile_photo_paths': issue.mobile_photo_paths or [],
         'result_photos':      issue.result_photos or [],
+        # Absolute display URLs (presigned on R2, absolute-static on local) for
+        # the iPad, which loads photos off-origin. Relative keys above stay as
+        # keys. photo_urls order mirrors the iPad's evidence merge:
+        # [photo_path] + mobile_photo_paths.
+        'photo_urls':         _photo_urls(
+                                  ([issue.photo_path] if issue.photo_path else [])
+                                  + (issue.mobile_photo_paths or [])),
+        'result_photo_urls':  _photo_urls(issue.result_photos or []),
         # Resolution details — set by web staff after fixing the issue.
         'result_notes':       issue.result_notes or None,
         # Verification fields — set after a director/admin confirms fix.
@@ -82,6 +99,22 @@ def _issue_payload(issue):
         'area_name':          issue.area.name if issue.area else None,
         # Assigned-to display name — set when a director assigns the issue to a user.
         'assigned_to_name':   issue.assigned_user.display_name if issue.assigned_user else None,
+        # ── Handler ("Handled By", phase39) ───────────────────────────────
+        # handler_type categorises WHO resolves the issue:
+        #   internal = our staff (assigned_to)   facility = facility's own staff
+        #   vendor   = external contractor
+        'handler_type':             issue.handler_type or 'internal',
+        'handler_label':            issue.handler_label,
+        'facility_handler_name':    issue.facility_handler_name or None,
+        'facility_handler_contact': issue.facility_handler_contact or None,
+        'facility_handler_notes':   issue.facility_handler_notes or None,
+        'vendor_name':              issue.vendor_name or None,
+        'vendor_contact':           issue.vendor_contact or None,
+        'vendor_notes':             issue.vendor_notes or None,
+        # Janitorial staff handler — used when handler_type == 'internal'.
+        # Distinct from assigned_to: the crew member may not be a system user.
+        'internal_handler_name':    issue.internal_handler_name or None,
+        'internal_handler_contact': issue.internal_handler_contact or None,
     }
 
 
@@ -119,12 +152,12 @@ def list_issues():
     if user.role not in _ALLOWED_ROLES:
         return api_error('Access denied', 403)
 
-    limit  = min(int(request.args.get('limit',  100)), 200)
-    offset = max(int(request.args.get('offset', 0)),   0)
+    limit  = min(request.args.get('limit',  100, type=int) or 100, 200)
+    offset = max(request.args.get('offset', 0,   type=int) or 0,   0)
 
     query = Issue.query
 
-    if user.role == 'inspector':
+    if user.is_inspector:
         fids = get_inspector_scope(user)
         if not fids:
             return api_ok({'issues': [], 'total': 0, 'limit': limit, 'offset': offset})
@@ -218,7 +251,7 @@ def create_issue():
     if facility is None:
         return api_error('Facility not found', 404)
 
-    if user.role == 'inspector':
+    if user.is_inspector:
         fids = get_inspector_scope(user)
         if not fids or facility_id not in fids:
             return api_error('Access denied — facility is not in your assigned contracts', 403)
@@ -307,7 +340,7 @@ def get_issue(issue_id):
     if issue is None:
         return api_error('Issue not found', 404)
 
-    if user.role == 'inspector':
+    if user.is_inspector:
         fids     = get_inspector_scope(user)
         facility = issue.resolved_facility
         if not fids or not facility or facility.id not in fids:
@@ -340,7 +373,7 @@ def update_issue_status(issue_id):
     if issue is None:
         return api_error('Issue not found', 404)
 
-    if user.role == 'inspector':
+    if user.is_inspector:
         fids     = get_inspector_scope(user)
         facility = issue.resolved_facility
         if not fids or not facility or facility.id not in fids:
@@ -405,7 +438,7 @@ def update_issue_photos(issue_id):
     if issue is None:
         return api_error('Issue not found', 404)
 
-    if user.role == 'inspector':
+    if user.is_inspector:
         fids     = get_inspector_scope(user)
         facility = issue.resolved_facility
         if not fids or not facility or facility.id not in fids:
@@ -466,7 +499,7 @@ def update_issue_result_photos(issue_id):
     if issue is None:
         return api_error('Issue not found', 404)
 
-    if user.role == 'inspector':
+    if user.is_inspector:
         fids     = get_inspector_scope(user)
         facility = issue.resolved_facility
         if not fids or not facility or facility.id not in fids:
@@ -497,3 +530,89 @@ def update_issue_result_photos(issue_id):
                 issue.id, len(new_photos), user.username)
 
     return api_ok({'issue_id': issue.id, 'result_photos_count': len(merged)})
+
+
+# ── Update Issue Handler ("Handled By") ───────────────────────────────────────
+
+@bp.route('/issues/<int:issue_id>/handler', methods=['PATCH'])
+@jwt_required
+def update_issue_handler(issue_id):
+    """
+    Set who handles an issue ("Handled By") from the mobile app.
+
+    Unlike the web form (which limits handler edits to admin/director/PM/auditor),
+    the iPad allows the assigned inspector to set the handler from the field,
+    scoped to issues at their assigned facilities. This divergence is deliberate:
+    the inspector is the one standing in the building who knows whether the
+    facility's own staff or a vendor should take it.
+
+    Request JSON
+    ------------
+    {
+        "handler_type":             "internal" | "facility" | "vendor",
+        "facility_handler_name":    "...",   // optional (facility handler)
+        "facility_handler_contact": "...",   // optional
+        "facility_handler_notes":   "...",   // optional
+        "vendor_name":              "...",   // optional (vendor handler)
+        "vendor_contact":           "...",   // optional
+        "vendor_notes":             "...",   // optional
+        "internal_handler_name":    "...",   // optional (janitorial staff handler)
+        "internal_handler_contact": "..."    // optional
+    }
+
+    Only keys present in the body are updated; empty strings clear a field.
+    handler_type is required.
+
+    Access:
+      - admin / director / project_manager / auditor : any issue
+      - inspector : only issues at their assigned facilities
+      - customer  : denied
+    """
+    user = g.api_user
+    if user.role not in _ALLOWED_ROLES:
+        return api_error('Access denied', 403)
+
+    issue = db.session.get(Issue, issue_id)
+    if issue is None:
+        return api_error('Issue not found', 404)
+
+    if user.is_inspector:
+        fids     = get_inspector_scope(user)
+        facility = issue.resolved_facility
+        if not fids or not facility or facility.id not in fids:
+            return api_error('Access denied', 403)
+
+    data    = request.get_json(silent=True) or {}
+    handler = (data.get('handler_type') or '').strip().lower()
+
+    if handler not in _VALID_HANDLERS:
+        return api_error(
+            f'handler_type must be one of: {", ".join(sorted(_VALID_HANDLERS))}', 400
+        )
+
+    old_handler        = issue.handler_type or 'internal'
+    issue.handler_type = handler
+
+    # Update only the detail fields that were supplied. Empty string clears
+    # the field (stored as NULL); a missing key leaves the field untouched.
+    _text_fields = (
+        'facility_handler_name', 'facility_handler_contact', 'facility_handler_notes',
+        'vendor_name', 'vendor_contact', 'vendor_notes',
+        'internal_handler_name', 'internal_handler_contact',
+    )
+    for field in _text_fields:
+        if field in data:
+            val = (data.get(field) or '').strip()
+            setattr(issue, field, val or None)
+
+    db.session.commit()
+
+    log_action(ACTION_UPDATE, 'Issue', issue.id,
+               f'handler {old_handler} → {handler}',
+               f'source=mobile; updated_by={user.username}')
+
+    logger.info('API ISSUES | handler_updated | issue_id=%d | %s→%s | user=%s',
+                issue.id, old_handler, handler, user.username)
+
+    return api_ok({'issue_id': issue.id, 'handler_type': issue.handler_type,
+                   'handler_label': issue.handler_label})

app/api/jwt_utils.py

@@ -10,6 +10,7 @@ claims needed to identify the caller:
     {
         "sub":  "42",          # user.id as string
         "role": "inspector",   # user.role
+        "tid":  3,             # issuing tenant id (multi-tenant mode only)
         "iat":  1710000000,    # issued-at  (UTC epoch)
         "exp":  1710003600,    # expiry     (UTC epoch, 60 min later)
     }
@@ -33,6 +34,12 @@ def _secret():
     return current_app.config['SECRET_KEY']
 
 
+def _current_tenant_id():
+    """Resolved tenant id, or None in single-tenant / unbound contexts."""
+    from app.tenancy.session_binding import current_tenant_id
+    return current_tenant_id()
+
+
 def generate_access_token(user, lifetime_minutes: int = ACCESS_TOKEN_LIFETIME_MINUTES) -> str:
     """
     Create and sign a new access token for the given user.
@@ -54,6 +61,14 @@ def generate_access_token(user, lifetime_minutes: int = ACCESS_TOKEN_LIFETIME_MI
         'iat':  now,
         'exp':  now + timedelta(minutes=lifetime_minutes),
     }
+    # MT-21: bind the token to the issuing tenant. Every tenant is signed with
+    # the same SECRET_KEY, so without this claim a token minted at one tenant
+    # host verifies at another and 'sub' resolves against whichever database
+    # the middleware bound. Omitted in single-tenant mode so token shape is
+    # unchanged there.
+    tid = _current_tenant_id()
+    if tid is not None:
+        payload['tid'] = tid
     return jwt.encode(payload, _secret(), algorithm='HS256')
 
 

app/api/notifications.py

@@ -73,7 +73,7 @@ def list_notifications():
     """
     user  = g.api_user
     since = _parse_since(request.args.get('since'))
-    limit = min(int(request.args.get('limit', 50)), 50)
+    limit = min(request.args.get('limit', 50, type=int) or 50, 50)
 
     def _run_orm():
         q = Notification.query.filter_by(user_id=user.id, is_read=False)

app/api/photos.py

@@ -25,7 +25,8 @@ logger = logging.getLogger(__name__)
 bp = Blueprint('api_photos', __name__)
 
 _ALLOWED_EXTENSIONS = {'jpg', 'jpeg', 'png', 'gif'}
-_ALLOWED_ROLES      = {'admin', 'director', 'inspector', 'project_manager'}
+_ALLOWED_ROLES      = {'admin', 'director', 'inspector', 'external_inspector',
+                       'project_manager', 'auditor'}
 
 
 def _allowed_file(filename: str) -> bool:
@@ -47,31 +48,58 @@ def upload_photo():
     ---------------------
     file        — binary image data (jpg / png / gif)
     entity_type — "inspection" | "issue" | "issue_result"  (controls subfolder)
+    captured_at — OPTIONAL ISO-8601 capture time (e.g. 2026-07-20T09:14:22-04:00)
+    latitude    — OPTIONAL decimal degrees at capture
+    longitude   — OPTIONAL decimal degrees at capture
+
+    A capture-time + geo overlay is burned into the image before it is stored
+    (see app/utils/photo_stamp.py). Metadata is taken from the client fields
+    above, falling back to the image's EXIF, then to server receipt time.
+    Sending captured_at/latitude/longitude is strongly preferred for an
+    offline-first client: a photo taken at 09:14 but synced at 16:00 would
+    otherwise be stamped with the sync time.
 
     Response 200
     ------------
     {
         "ok": true,
         "data": {
-            "server_path": "uploads/inspection_photos/abc123.jpg"
+            "server_path": "uploads/inspection_photos/abc123.jpg",
+            "stamped": true,
+            "captured_at": "2026-07-20T09:14:22",
+            "capture_source": "client"
         }
     }
+
+    The three stamp keys are additive — an iPad build that predates them decodes
+    explicit CodingKeys and ignores what it doesn't know.
     """
     user = g.api_user
 
     if user.role not in _ALLOWED_ROLES:
         return api_error('Access denied', 403)
 
+    # Every rejection below is logged at WARNING with the user. Only SUCCESSES
+    # were logged before, so when an inspector's photos failed repeatedly there
+    # was nothing server-side to explain why — and a photo that exhausts its
+    # upload attempts costs the inspection its evidence (see the iPad's
+    # PendingPhoto.lastUploadError for the device half of this).
     if 'file' not in request.files:
+        logger.warning('API PHOTOS | rejected | reason=no_file_part | user=%s',
+                       user.username)
         return api_error('No file provided', 400)
 
     file_obj    = request.files['file']
     entity_type = request.form.get('entity_type', 'inspection')
 
     if not file_obj or not file_obj.filename:
+        logger.warning('API PHOTOS | rejected | reason=empty_file | user=%s',
+                       user.username)
         return api_error('Empty file', 400)
 
     if not _allowed_file(file_obj.filename):
+        logger.warning('API PHOTOS | rejected | reason=bad_extension | file=%r | user=%s',
+                       file_obj.filename, user.username)
         return api_error(
             f'File type not allowed. Accepted: {", ".join(sorted(_ALLOWED_EXTENSIONS))}',
             400
@@ -85,18 +113,46 @@ def upload_photo():
     else:
         subfolder = 'inspection_photos'
 
-    ext      = file_obj.filename.rsplit('.', 1)[-1].lower()
-    filename = f'{uuid.uuid4().hex}.{ext}'
+    # Burn the capture-time + geo overlay before the bytes are ever stored, so
+    # exactly one (already-stamped) object is written and nothing has to be
+    # read back out of R2. Any stamping failure returns the original bytes.
+    meta = {'stamped': False, 'captured_at': None, 'source': None}
+    if current_app.config.get('PHOTO_STAMP_ENABLED', True):
+        from app.utils.photo_stamp import stamp_file_storage
+        file_obj, meta = stamp_file_storage(
+            file_obj,
+            captured_at = request.form.get('captured_at'),
+            latitude    = request.form.get('latitude'),
+            longitude   = request.form.get('longitude'),
+        )
 
-    dest_dir = os.path.join(current_app.config['UPLOAD_FOLDER'], subfolder)
-    os.makedirs(dest_dir, exist_ok=True)
+    # Write via the active storage backend (local disk or R2). Key format
+    # 'uploads/<subfolder>/<uuid>.<ext>' is unchanged across backends. The
+    # stamped FileStorage keeps the original filename, so the derived key — and
+    # the tenant prefix applied inside S3Backend — are unaffected.
+    from app.utils import storage
+    try:
+        server_path = storage.save(file_obj, subfolder)
+    except Exception as exc:
+        # A storage failure is the most likely cause of a REPEATED upload
+        # failure (disk full, R2 credentials/quota). Name it explicitly —
+        # otherwise it surfaces only as a generic 500 with no link to the
+        # inspector who is losing evidence photos.
+        logger.error('API PHOTOS | STORAGE WRITE FAILED | user=%s | entity_type=%s | '
+                     'subfolder=%s | error=%s', user.username, entity_type, subfolder, exc)
+        return api_error('Could not store the photo. Please retry.', 500)
 
-    dest_path = os.path.join(dest_dir, filename)
-    file_obj.save(dest_path)
+    logger.info(
+        'API PHOTOS | uploaded | entity_type=%s | path=%s | user=%s | '
+        'stamped=%s | capture_source=%s',
+        entity_type, server_path, user.username,
+        meta.get('stamped'), meta.get('source'),
+    )
 
-    server_path = f'uploads/{subfolder}/{filename}'
-
-    logger.info('API PHOTOS | uploaded | entity_type=%s | path=%s | user=%s',
-                entity_type, server_path, user.username)
-
-    return api_ok({'server_path': server_path})
+    captured_at = meta.get('captured_at')
+    return api_ok({
+        'server_path':    server_path,
+        'stamped':        bool(meta.get('stamped')),
+        'captured_at':    captured_at.isoformat() if captured_at else None,
+        'capture_source': meta.get('source'),
+    })

app/api/scheduled.py

@@ -0,0 +1,292 @@
+"""
+app/api/scheduled.py
+--------------------
+Mobile API endpoint for planned inspection assignments (phase43).
+
+GET /api/v1/scheduled-inspections
+    Returns ACTIVE, PLAN-MODE schedules the caller is responsible for.
+      - inspector : only schedules where inspector_id == the caller
+      - admin / director / project_manager / auditor : all active plan schedules
+    Powers the "Scheduled" section on the iPad Dashboard and My Inspections
+    lists. The iPad taps "Start", which opens the normal new-inspection flow
+    with the facility + template preselected (client-side); the schedule
+    lifecycle (fulfil / roll-forward) continues to be driven by the web app.
+
+Why plan-mode only
+------------------
+`mode='auto'` schedules materialise themselves into a real Inspection at
+next_run_at, which the iPad already fetches via /api/v1/inspections. Returning
+them here too would show the same work twice, and "Start" is meaningless for a
+schedule that starts itself. This mirrors the web dashboard panel (phase43).
+
+A plan-mode schedule is a PLAN, not an inspection — see
+app/models/inspection_schedule.py for the full lifecycle.
+"""
+
+import logging
+from datetime import datetime
+
+from flask import Blueprint, request, g
+from app import db
+from app.models.inspection import Inspection
+from app.models.inspection_schedule import InspectionSchedule
+from app.api.errors import api_ok, api_error
+from app.api.decorators import jwt_required
+from app.utils.audit import log_action, ACTION_CREATE, ACTION_UPDATE
+from app.utils.scope import get_inspector_scope
+from app.utils.time_utils import now_eastern
+
+logger = logging.getLogger(__name__)
+
+bp = Blueprint('api_scheduled', __name__)
+
+_ALLOWED_ROLES = {'admin', 'director', 'inspector', 'external_inspector',
+                  'project_manager', 'auditor'}
+
+
+def _scheduled_payload(s):
+    """Serialise an InspectionSchedule to the dict returned in list responses.
+
+    `next_due_date` is the date part of next_run_at — MT reuses next_run_at as
+    the due datetime for both modes (see phase43).
+    """
+    return {
+        'id':              s.id,
+        'name':            s.name,
+        'facility_id':     s.facility_id,
+        'facility_name':   s.facility.name if s.facility else None,
+        'area_id':         s.area_id,
+        'area_name':       s.area.name if s.area else None,
+        'template_id':     s.template_id,
+        'template_name':   s.template.name if s.template else None,
+        'inspector_id':    s.inspector_id,
+        'frequency':       s.frequency,
+        'frequency_label': s.frequency_label,
+        'mode':            s.mode,
+        # phase46 recurrence detail. `recurrence_label` is the display string
+        # ("Weekly · Mon, Wed, Fri"); the raw fields let the iPad render its own.
+        'recurrence_label': s.recurrence_label,
+        'weekdays':         s.weekday_list,
+        'month_mode':       s.month_mode,
+        'day_of_month':     s.day_of_month,
+        'nth_week':         s.nth_week,
+        'nth_weekday':      s.nth_weekday,
+        'next_due_date':   s.next_run_at.date().isoformat() if s.next_run_at else None,
+        # phase47. Additive: the iPad decodes explicit CodingKeys, so a build
+        # that predates this key ignores it rather than failing to decode.
+        'end_date':        s.end_date.isoformat() if s.end_date else None,
+        'is_overdue':      s.is_overdue(),
+        # phase48 — non-NULL when this schedule is a planned follow-up of a
+        # completed inspection. The iPad uses it to badge the row and to open
+        # the parent from the schedule detail.
+        'parent_inspection_id': s.parent_inspection_id,
+        # phase50 — receipt acknowledgement, per assignment rather than per
+        # occurrence. Lets the iPad badge unconfirmed assignments.
+        'is_acknowledged':  s.is_acknowledged,
+        'acknowledged_at':  s.acknowledged_at.isoformat() if s.acknowledged_at else None,
+        'notes':           s.notes or None,
+    }
+
+
+# ── List Scheduled Inspections ────────────────────────────────────────────────
+
+@bp.route('/scheduled-inspections', methods=['GET'])
+@jwt_required
+def list_scheduled():
+    """
+    Return active plan-mode scheduled inspections for the authenticated user.
+
+    Query parameters
+    ----------------
+    limit   int   Default 100, max 200.
+    offset  int   Default 0.
+
+    Response 200
+    ------------
+    {
+        "ok": true,
+        "data": {
+            "scheduled": [...],
+            "total": 3,
+            "limit": 100,
+            "offset": 0
+        }
+    }
+    """
+    user = g.api_user
+    if user.role not in _ALLOWED_ROLES:
+        return api_error('Access denied', 403)
+
+    try:
+        limit  = min(request.args.get('limit',  100, type=int) or 100, 200)
+        offset = max(request.args.get('offset', 0,   type=int) or 0,   0)
+    except (TypeError, ValueError):
+        return api_error('limit and offset must be integers', 400)
+
+    query = InspectionSchedule.query.filter(
+        InspectionSchedule.active.is_(True),
+        InspectionSchedule.mode == 'plan',
+    )
+
+    if user.is_inspector:
+        # Inspectors only see schedules assigned directly to them.
+        query = query.filter(InspectionSchedule.inspector_id == user.id)
+
+    total = query.count()
+    rows  = (
+        query
+        .order_by(InspectionSchedule.next_run_at.asc())
+        .offset(offset)
+        .limit(limit)
+        .all()
+    )
+
+    payload = [_scheduled_payload(s) for s in rows]
+
+    logger.info('API SCHEDULED | list | user=%s | count=%d | total=%d',
+                user.username, len(payload), total)
+
+    return api_ok({'scheduled': payload, 'total': total,
+                   'limit': limit, 'offset': offset})
+
+
+# ── Create a scheduled follow-up (phase48) ────────────────────────────────────
+
+@bp.route('/scheduled-inspections/follow-up', methods=['POST'])
+@jwt_required
+def create_follow_up():
+    """
+    Plan a follow-up re-inspection of a completed inspection for a later date.
+
+    Backs "Schedule Follow-up" in the iPad's inspection history detail, the
+    deferred twin of "Re-inspect Now". Creates a one-time (`frequency='once'`),
+    plan-mode schedule carrying `parent_inspection_id`, so the inspection
+    eventually started from it is a true linked re-inspection.
+
+    Deliberately narrow: this is NOT a general schedule-creation endpoint. The
+    facility, area, template and assignee are all derived from the parent
+    inspection rather than taken from the client, so a follow-up can only ever
+    target the thing it is a follow-up of. Recurring schedules stay web-only
+    (`@project_manager_required`).
+
+    Mode is forced to 'plan', never 'auto': a follow-up is something a person
+    goes and does, and an auto schedule would drop an in-progress inspection
+    into the queue unannounced on the due date.
+
+    Request body
+    ------------
+    parent_inspection_id  int  required — the completed inspection to follow up
+    due_date              str  required — ISO date (YYYY-MM-DD), today or later
+    notes                 str  optional — what the follow-up should address
+
+    Response 200 (reused existing) / 201 (created)
+    ---------------------------------------------
+    { "ok": true, "data": { "scheduled": {...}, "created": true } }
+    """
+    user = g.api_user
+
+    # Auditor is read-only everywhere else; keep it that way here.
+    if user.role not in {'admin', 'director', 'inspector', 'external_inspector',
+                         'project_manager'}:
+        return api_error('Access denied', 403)
+
+    body = request.get_json(silent=True) or {}
+
+    parent_id = body.get('parent_inspection_id')
+    if not isinstance(parent_id, int):
+        return api_error('parent_inspection_id is required', 400)
+
+    parent = db.session.get(Inspection, parent_id)
+    if parent is None:
+        return api_error('Inspection not found', 404)
+
+    # An inspector may only schedule a follow-up of their own work, and only
+    # within their assigned contracts — the same two gates the rest of the
+    # mobile API applies. Managers are unrestricted, matching the web.
+    if user.is_inspector:
+        if parent.inspector_id != user.id:
+            return api_error('Access denied', 403)
+        fids = get_inspector_scope(user)
+        if not fids or parent.facility_id not in fids:
+            return api_error('Access denied', 403)
+
+    # A follow-up only makes sense once there is something to follow up on.
+    if parent.status != 'completed':
+        return api_error('Only a completed inspection can have a follow-up '
+                         'scheduled', 400)
+
+    due_raw = (body.get('due_date') or '').strip()
+    try:
+        due_date = datetime.strptime(due_raw, '%Y-%m-%d').date()
+    except ValueError:
+        return api_error('due_date must be an ISO date (YYYY-MM-DD)', 400)
+
+    # Today is allowed — "later today" is a legitimate plan; yesterday is not.
+    if due_date < now_eastern().date():
+        return api_error('due_date cannot be in the past', 400)
+
+    notes = (body.get('notes') or '').strip() or None
+
+    # Idempotent: the iPad may retry a request whose response was lost, and a
+    # second identical schedule would put a duplicate row in the inspector's
+    # Scheduled list with no way to tell them apart. Reuse the existing active
+    # follow-up for this parent instead, updating the date they just picked.
+    existing = (InspectionSchedule.query
+                .filter_by(parent_inspection_id=parent.id, active=True)
+                .order_by(InspectionSchedule.id.desc())
+                .first())
+    if existing is not None:
+        existing.set_next_run_date(due_date)
+        if notes:
+            existing.notes = notes
+        # A moved due date is a new occurrence — the reminders already sent for
+        # the old one no longer apply.
+        existing.advance_notified = False
+        existing.due_notified     = False
+        existing.overdue_notified = False
+        db.session.commit()
+        log_action(ACTION_UPDATE, 'InspectionSchedule', existing.id, existing.name,
+                   f'follow-up rescheduled via mobile API by {user.username}; '
+                   f'parent_inspection_id={parent.id}; due={due_date}')
+        logger.info('API SCHEDULED | follow-up updated | schedule=%s | '
+                    'parent=%s | due=%s | user=%s',
+                    existing.id, parent.id, due_date, user.username)
+        return api_ok({'scheduled': _scheduled_payload(existing),
+                       'created': False})
+
+    fac_name = parent.facility.name if parent.facility else 'facility'
+    sched = InspectionSchedule(
+        # MT requires a name (ST's table does not). Build one rather than asking
+        # the client for it, so the row is identifiable in the web schedule list
+        # without the iPad needing to know MT's schema.
+        name                 = f'Follow-up: {fac_name} (inspection #{parent.id})',
+        facility_id          = parent.facility_id,
+        area_id              = parent.area_id,
+        template_id          = parent.template_id,
+        # Assign to whoever performed the original — they are the one being
+        # asked to put it right. Falls back to the caller when the parent has
+        # no inspector (its account was deleted).
+        inspector_id         = parent.inspector_id or user.id,
+        frequency            = 'once',
+        mode                 = 'plan',
+        active               = True,
+        notes                = notes,
+        parent_inspection_id = parent.id,
+        created_by           = user.id,
+        created_at           = now_eastern(),
+    )
+    # set_next_run_date() rather than a raw next_run_at so the due date gets the
+    # schedule's standard time-of-day (06:00 for a row with no next_run_at yet).
+    sched.set_next_run_date(due_date)
+    db.session.add(sched)
+    db.session.commit()
+
+    log_action(ACTION_CREATE, 'InspectionSchedule', sched.id, sched.name,
+               f'follow-up created via mobile API by {user.username}; '
+               f'parent_inspection_id={parent.id}; facility_id={parent.facility_id}; '
+               f'due={due_date}')
+    logger.info('API SCHEDULED | follow-up created | schedule=%s | parent=%s | '
+                'facility=%s | due=%s | user=%s',
+                sched.id, parent.id, parent.facility_id, due_date, user.username)
+
+    return api_ok({'scheduled': _scheduled_payload(sched), 'created': True}, 201)

app/api/stats.py

@@ -40,7 +40,8 @@ logger = logging.getLogger(__name__)
 
 bp = Blueprint('api_stats', __name__)
 
-_ALLOWED_ROLES = {'admin', 'director', 'inspector', 'project_manager'}
+_ALLOWED_ROLES = {'admin', 'director', 'inspector', 'external_inspector',
+                  'project_manager', 'auditor'}
 
 
 @bp.route('/stats/dashboard', methods=['GET'])
@@ -74,7 +75,7 @@ def dashboard_stats():
     today_end       = today_start + timedelta(days=1)
     thirty_days_ago = now - timedelta(days=30)
 
-    is_inspector = user.role == 'inspector'
+    is_inspector = user.is_inspector
     fids = get_inspector_scope(user) if is_inspector else None  # None = no scoping
 
     # ── Today's inspections ───────────────────────────────────────────────
@@ -110,7 +111,14 @@ def dashboard_stats():
                 )
             )
 
-    open_issues_all = open_q.all()
+    # Counts and buckets only — never a hydrated Issue. For an admin this is
+    # every open issue in the system, fetched on every iPad dashboard refresh;
+    # the full entity would drag the description TEXT and the JSON photo
+    # columns along with it. A Row exposes the same attribute names, so
+    # sla_status() below works unchanged.
+    open_issues_all = open_q.with_entities(
+        Issue.id, Issue.severity, Issue.status, Issue.reported_at
+    ).all()
     open_issues     = len(open_issues_all)
 
     # ── Severity breakdown (derived from the same open_issues_all list) ───
@@ -151,9 +159,14 @@ def dashboard_stats():
         if not fids:
             followup_q = followup_q.filter(False)
         else:
+            # OWNERSHIP, not authorship: a follow-up handed to this inspector
+            # belongs to them even though somebody else performed the original.
+            # This tile sits directly above the Follow-up Requests list, which
+            # filters the same way — counting authorship here made the two
+            # disagree on the same screen.
             followup_q = followup_q.filter(
                 Inspection.facility_id.in_(fids),
-                Inspection.inspector_id == user.id,
+                Inspection.follow_up_owned_by(user.id),
             )
     pending_followups = followup_q.count()
 

app/api/templates.py

@@ -16,18 +16,86 @@ GET /api/v1/templates/<template_id>
 
 import logging
 
-from flask import Blueprint, g
+from flask import Blueprint, g, request
 from app import db
 from app.models.inspection import InspectionTemplate
+from app.models.facility import Facility
 from app.api.errors import api_ok, api_error
 from app.api.decorators import jwt_required
+from app.utils.scope import get_inspector_scope
 
 logger = logging.getLogger(__name__)
 
 bp = Blueprint('api_templates', __name__)
 
 # Customer role cannot access template data — inspectors and above only
-_ALLOWED_ROLES = {'admin', 'director', 'inspector', 'project_manager'}
+_ALLOWED_ROLES = {'admin', 'director', 'inspector', 'external_inspector',
+                  'project_manager', 'auditor'}
+
+
+def _visible_project_ids(user):
+    """Contract ids whose forms this user may see, or None for "no limit".
+
+    An inspector (ours or a customer's) is limited to the contracts they are
+    assigned; every other allowed role sees all. Derived from the facilities
+    get_inspector_scope() returns, so the API can never disagree with the web.
+    """
+    if not user.is_inspector:
+        return None
+    fids = get_inspector_scope(user) or []
+    if not fids:
+        return []
+    return sorted({
+        f.project_id
+        for f in Facility.query.filter(Facility.id.in_(fids)).all()
+        if f.project_id
+    })
+
+
+def _visible_templates(user, project_id=None):
+    """Forms this user may use, optionally narrowed to one contract.
+
+    phase52 — a form attached to specific contracts must not reach an
+    inspector working for a different customer. Shared forms (no contract
+    links) stay visible to everyone, which is what keeps existing installs
+    behaving exactly as before.
+
+    With `project_id`: exactly the web picker's list for that contract.
+    Without: the union across every contract the user can reach — the iPad
+    caches templates up-front and picks the facility later, so it needs the
+    whole set it might legitimately use.
+    """
+    pids = _visible_project_ids(user)
+
+    if project_id is not None:
+        # The caller names a contract. Their OWN scope still applies — without
+        # this, passing another customer's facility_id would list that
+        # customer's form names back to an inspector who has no business
+        # seeing them. Empty list, not an error: the endpoint must not confirm
+        # whether that contract exists either.
+        if pids is not None and project_id not in pids:
+            logger.warning('API TEMPLATES | out-of-scope project filter | '
+                           'user=%s | project_id=%s', user.username, project_id)
+            return []
+        return InspectionTemplate.available_query(project_id).all()
+
+    if pids is None:
+        return (InspectionTemplate.query
+                .filter_by(active=True)
+                .order_by(InspectionTemplate.name)
+                .all())
+
+    seen, out = set(), []
+    # Always include the shared forms, even when the user has no contracts —
+    # otherwise an unassigned inspector would see nothing at all rather than
+    # the standard forms.
+    for pid in list(pids) + [None]:
+        for t in InspectionTemplate.available_query(pid).all():
+            if t.id not in seen:
+                seen.add(t.id)
+                out.append(t)
+    out.sort(key=lambda t: (t.name or '').lower())
+    return out
 
 
 def _template_summary_payload(template: InspectionTemplate) -> dict:
@@ -87,17 +155,21 @@ def list_templates():
                        user.username, user.role)
         return api_error('Access denied', 403)
 
-    templates = (
-        InspectionTemplate.query
-        .filter_by(active=True)
-        .order_by(InspectionTemplate.name)
-        .all()
-    )
+    # Optional ?project_id= narrows to one contract (matches the web picker);
+    # ?facility_id= is accepted as a convenience and resolved to its contract.
+    project_id = request.args.get('project_id', type=int)
+    if project_id is None:
+        facility_id = request.args.get('facility_id', type=int)
+        if facility_id is not None:
+            facility   = db.session.get(Facility, facility_id)
+            project_id = facility.project_id if facility else None
+
+    templates = _visible_templates(user, project_id)
 
     payload = [_template_summary_payload(t) for t in templates]
 
-    logger.info('API TEMPLATES | list | user=%s | count=%d',
-                user.username, len(payload))
+    logger.info('API TEMPLATES | list | user=%s | project_id=%s | count=%d',
+                user.username, project_id, len(payload))
 
     return api_ok({'templates': payload, 'count': len(payload)})
 
@@ -143,6 +215,14 @@ def get_template(template_id):
     if template is None:
         return api_error('Template not found', 404)
 
+    # phase52 — a restricted form must not be fetchable by an inspector on a
+    # different customer's contracts. 404 rather than 403: whether another
+    # customer's form exists is itself not this user's business.
+    if template.id not in {t.id for t in _visible_templates(user)}:
+        logger.warning('API TEMPLATES | out-of-contract fetch blocked | '
+                       'user=%s | template_id=%s', user.username, template_id)
+        return api_error('Template not found', 404)
+
     logger.info('API TEMPLATES | detail | user=%s | template_id=%d | name=%s',
                 user.username, template_id, template.name)
 

app/billing/emails.py

@@ -91,6 +91,17 @@ def send_billing_email(to_addr: str, event_type: str, context_dict: dict):
 
     app = current_app._get_current_object()
 
+    # Branded From: the display NAME tracks the tenant, the ADDRESS stays the
+    # authenticated identity unless the domain is DNS-authorized. Resolved HERE,
+    # in the request context, because _send() runs on a background thread where
+    # g.tenant no longer exists. The previous `noreply@{netloc}` sent from the
+    # tenant's host regardless of SPF authorization. See app/utils/mail_utils.py.
+    try:
+        from app.utils.mail_utils import branded_sender
+        _sender = branded_sender(app.config.get('APP_BASE_URL', ''))
+    except Exception:
+        _sender = app.config.get('MAIL_DEFAULT_SENDER', '')
+
     def _send():
         try:
             with app.app_context():
@@ -105,6 +116,7 @@ def send_billing_email(to_addr: str, event_type: str, context_dict: dict):
                 msg = Message(
                     subject=subject,
                     recipients=[to_addr],
+                    sender=_sender or None,
                     body=plain_body,
                     html=html_body,
                 )

app/enrollment/__init__.py

@@ -0,0 +1,48 @@
+"""
+app/enrollment
+--------------
+The JQC Enrollment Form — a self-contained onboarding intake, deliberately
+held apart from the rest of the application.
+
+    /enrollment            public form emailed to a prospective customer
+    /enrollment/admin      admin-only inbox of submissions
+
+Separation contract (please keep this true)
+-------------------------------------------
+1. NO app.models imports, and nothing here writes to the database. Enrollment
+   happens before any contract, facility or user exists, so there is nothing to
+   key a row against. Submissions are flat JSON files (see storage.py).
+   MT NOTE: "no database" does NOT mean "no tenant". Submissions are filed per
+   tenant on disk, and the admin views only ever list the calling tenant's own
+   directory — see storage.enrollment_dir().
+2. NO migration, NO model, NO notification-matrix event, NO iPad/API surface.
+   Deleting this package would remove the two routes and nothing else.
+3. Its own template folder (app/enrollment/templates/enrollment/) — enrollment
+   markup never mixes into app/templates.
+4. The only shared code it uses is what it should not reinvent: the app factory,
+   Flask-WTF CSRF, the rate limiter, and @admin_required.
+
+If this ever needs to CREATE the accounts it describes, do that as a separate,
+explicit admin action that reads a stored submission — do not let the public
+form reach into the app's models.
+"""
+
+from .routes import bp   # noqa: F401  (re-exported for register_enrollment)
+
+
+def register_enrollment(app):
+    """Register the blueprint and make sure the storage directory exists."""
+    import os
+
+    app.config.setdefault(
+        'ENROLLMENT_DIR',
+        os.path.join(app.instance_path, 'enrollments'),
+    )
+    # Only the ROOT is created at boot. Per-tenant subdirectories are created
+    # lazily on first use by storage.enrollment_dir(), because the tenant is
+    # not known until a request is bound.
+    os.makedirs(app.config['ENROLLMENT_DIR'], exist_ok=True)
+    app.register_blueprint(bp)
+    app.logger.info('Enrollment | storage root: %s | per-tenant=%s',
+                    app.config['ENROLLMENT_DIR'],
+                    bool(app.config.get('MULTI_TENANT_ENABLED')))

app/enrollment/mailer.py

@@ -0,0 +1,229 @@
+"""
+app/enrollment/mailer.py
+------------------------
+The enrollment confirmation email.
+
+Sent to the requester after a submission is stored. One job, and it must never
+be able to break that: the record is already safely on disk before this runs,
+so every failure path here is logged and swallowed. A bounced confirmation must
+not cost the customer their enrollment.
+
+Sending happens on a background thread (rule 14 — never block the HTTP
+response), and the From identity comes from branded_sender() so it stays an
+SMTP-authorized address that actually delivers (rules 64 / 76).
+
+This is the only part of app/enrollment that touches shared mail
+infrastructure. It performs exactly ONE database read — resolving the active
+admin accounts to notify — and no write. That read is a deliberate, narrowed
+exception to the package's no-models rule (rule 88): the alternative, a
+hand-maintained recipient list in config, drifts out of step with reality the
+first time someone joins or leaves. Everything else here stays model-free.
+"""
+
+import logging
+import threading
+
+from flask import current_app, render_template
+
+logger = logging.getLogger(__name__)
+
+
+def _tenant_branding():
+    """(display_name, support_email) for the calling tenant.
+
+    MT: ST hardcodes its own company name and a personal corrections address in
+    this module and in schema.py. Sending either to another tenant's customers
+    would be wrong and confusing, so both are resolved from TenantSettings at
+    send time, falling back to neutral defaults.
+
+    Best-effort: any failure returns the defaults rather than blocking the
+    email, matching the rest of this module's never-raise contract.
+    """
+    name, support = 'Janitorial QC', None
+    try:
+        from app.models.tenant_settings import TenantSettings
+        row = TenantSettings.query.first()
+        if row is not None:
+            name = row.display_name or name
+            support = row.support_email or None
+    except Exception:
+        logger.debug('ENROLLMENT | tenant branding unavailable, using defaults')
+    if not support:
+        support = (current_app.config.get('ENROLLMENT_CORRECTIONS_EMAIL')
+                   or current_app.config.get('MAIL_DEFAULT_SENDER') or '')
+    return name, support
+
+
+def _text_body(record, people, corrections_email):
+    """Plain-text alternative — some recipients see only this."""
+    lines = [
+        f'Hi {record.get("request_by") or "there"},',
+        '',
+        'Thank you — we have received your JQC enrollment form.',
+        '',
+        f'Reference: {record.get("id")}',
+        f'Project:   {record.get("project_name")}',
+        '',
+        f'People to be set up ({len(people)}):',
+    ]
+    for i, person in enumerate(people, start=1):
+        lines.append(
+            f'  {i}. {person["name"]} — {person["role_label"]} — {person["email"]}'
+        )
+    lines += [
+        '',
+        'Our team will create these accounts. Each person will receive their own '
+        'email invitation with sign-in instructions.',
+        '',
+        f'If anything above is wrong, simply send an email to '
+        f'{corrections_email}, and we will correct it.',
+        '',
+        _tenant_branding()[0],
+    ]
+    return '\n'.join(lines)
+
+
+def _dispatch(msg, label, record):
+    """Send one message on a background thread. Never raises.
+
+    Rule 14 — the HTTP response must not wait on SMTP. The submission is
+    already on disk by the time anything here runs, so a mail failure is
+    logged and dropped rather than surfaced to the customer.
+    """
+    app = current_app._get_current_object()
+
+    def _send():
+        with app.app_context():
+            try:
+                from app import mail
+                mail.send(msg)
+                logger.info('ENROLLMENT %s SENT | to=%s | id=%s',
+                            label, msg.recipients, record.get('id'))
+            except Exception as exc:
+                logger.error('ENROLLMENT %s FAILED | to=%s | id=%s | error=%s',
+                             label, msg.recipients, record.get('id'), exc)
+
+    threading.Thread(target=_send, daemon=True).start()
+
+
+def _admin_recipients():
+    """Addresses to alert when a new enrollment arrives.
+
+    Active `admin` accounts, plus any extra addresses in the optional
+    ENROLLMENT_NOTIFY_EMAILS config (comma-separated) for people who should be
+    told but do not hold a JQC login. Deduplicated case-insensitively.
+
+    The User import is function-local and read-only — see the module docstring.
+    """
+    emails = []
+    try:
+        from app.models.user import User
+        rows = User.query.filter(User.role == 'admin',
+                                 User.active == True).all()   # noqa: E712
+        emails += [u.email for u in rows if u.email]
+    except Exception:
+        # A DB problem must not stop the confirmation going out, nor the
+        # submission from succeeding.
+        logger.exception('ENROLLMENT | could not resolve admin recipients')
+
+    extra = current_app.config.get('ENROLLMENT_NOTIFY_EMAILS') or ''
+    emails += [e.strip() for e in extra.split(',') if e.strip()]
+
+    seen, out = set(), []
+    for e in emails:
+        low = e.lower()
+        if low not in seen:
+            seen.add(low)
+            out.append(e)
+    return out
+
+
+def send_admin_notification(record, base_url=None):
+    """Alert JQC admins that a new enrollment form has arrived. Never raises."""
+    if not current_app.config.get('MAIL_SERVER'):
+        logger.warning('ENROLLMENT ADMIN EMAIL SKIPPED | no MAIL_SERVER | id=%s',
+                       record.get('id'))
+        return
+
+    try:
+        from flask_mail import Message
+        from app.utils.mail_utils import branded_sender
+        from . import schema
+
+        recipients = _admin_recipients()
+        if not recipients:
+            logger.warning('ENROLLMENT | no admin recipients for id=%s',
+                           record.get('id'))
+            return
+
+        effective_base = (base_url
+                          or current_app.config.get('APP_BASE_URL', '')).rstrip('/')
+        people = schema.people_of(record)
+        link = f'{effective_base}/enrollment/admin/{record.get("id")}'
+
+        lines = [
+            'A new JQC enrollment form has been submitted.',
+            '',
+            f'Project:   {record.get("project_name")}',
+            f'Requester: {record.get("request_by")} <{record.get("requester_email")}>',
+            f'Reference: {record.get("id")}',
+            f'People:    {len(people)}',
+            '',
+            f'Open it here: {link}',
+        ]
+        if record.get('notes'):
+            lines += ['', f'Customer notes: {record["notes"]}']
+
+        msg = Message(
+            subject    = f'[JQC] New enrollment — {record.get("project_name")}',
+            sender     = branded_sender(effective_base),
+            recipients = recipients,
+            body       = '\n'.join(lines),
+            html       = render_template('enrollment/email_admin_notice.html',
+                                         record=record, people=people,
+                                         schema=schema, link=link),
+        )
+        _dispatch(msg, 'ADMIN EMAIL', record)
+
+    except Exception:
+        logger.exception('ENROLLMENT ADMIN EMAIL BUILD FAILED | id=%s',
+                         record.get('id'))
+
+
+def send_confirmation(record, base_url=None):
+    """Email the requester a copy of what they submitted. Never raises."""
+    email = (record.get('requester_email') or '').strip()
+    if not email:
+        return
+
+    if not current_app.config.get('MAIL_SERVER'):
+        logger.warning('ENROLLMENT EMAIL SKIPPED | no MAIL_SERVER | id=%s',
+                       record.get('id'))
+        return
+
+    try:
+        from flask_mail import Message
+        from app.utils.mail_utils import branded_sender
+        from . import schema
+
+        effective_base = (base_url
+                          or current_app.config.get('APP_BASE_URL', '')).rstrip('/')
+        people = schema.people_of(record)
+
+        msg = Message(
+            subject    = f'[JQC] Enrollment received — {record.get("project_name")}',
+            sender     = branded_sender(effective_base),
+            recipients = [email],
+            body       = _text_body(record, people, _tenant_branding()[1]),
+            html       = render_template('enrollment/email_confirmation.html',
+                                         record=record, people=people,
+                                         schema=schema,
+                                         corrections_email=_tenant_branding()[1]),
+        )
+
+        _dispatch(msg, 'EMAIL', record)
+
+    except Exception:
+        # Building the message failed (bad template, mail misconfigured, …).
+        # The submission is already saved — log it and move on.
+        logger.exception('ENROLLMENT EMAIL BUILD FAILED | id=%s', record.get('id'))

app/enrollment/routes.py

@@ -0,0 +1,352 @@
+"""
+app/enrollment/routes.py
+------------------------
+The JQC Enrollment Form.
+
+    GET  /enrollment                      public form (NO login)
+    POST /enrollment                      submit  → thank-you page
+    GET  /enrollment/admin                admin: all submissions
+    GET  /enrollment/admin/<id>           admin: one submission
+    POST /enrollment/admin/<id>           admin: office-use fields + status
+    GET  /enrollment/admin/<id>.json      admin: raw JSON download
+    GET  /enrollment/admin/export.csv     admin: all submissions as CSV
+
+Separation
+----------
+This module imports NOTHING from app.models and writes NOTHING to the database
+(see app/enrollment/__init__.py). Its only couplings to the rest of the app are
+the ones it cannot sensibly reinvent: the app factory, CSRF, the rate limiter,
+and @admin_required for the admin views.
+
+The public page is login-free, so it follows the same hardening as the `public`
+blueprint (rule 74): CSRF-protected form, rate limited, honeypot-guarded, and
+its own standalone template with no authenticated nav.
+"""
+
+import csv
+import io
+import logging
+import re
+from datetime import datetime
+
+from flask import (Blueprint, render_template, request, redirect, url_for,
+                   flash, abort, Response, current_app)
+from flask_login import login_required
+
+from app import limiter
+from app.utils.decorators import admin_required
+
+from . import mailer, schema, storage
+
+logger = logging.getLogger(__name__)
+
+bp = Blueprint(
+    'enrollment', __name__,
+    url_prefix='/enrollment',
+    # Own template folder — enrollment templates never mix into app/templates.
+    template_folder='templates',
+)
+
+#: Bots find public forms fast. A human filling in a 6-person enrollment form
+#: does not need more than a few attempts an hour from one address.
+_SUBMIT_RATE_LIMIT = '5 per hour'
+
+_MAX_TEXT = 200          # per free-text field; anything longer is truncated
+_MAX_NOTES = 2000
+
+
+def _clean(value, limit=_MAX_TEXT):
+    """Trim and length-cap one submitted text field."""
+    return (value or '').strip()[:limit]
+
+
+#: Person rows are named person_<n>_<field>. The client controls <n> (rows can
+#: be added and removed in any order), so the server discovers the indexes that
+#: were actually posted rather than trusting a count field.
+_PERSON_FIELD_RE = re.compile(r'^person_(\d+)_role$')
+
+
+def _parse_people(form):
+    """Return the submitted people as an ordered list of dicts.
+
+    Each entry gets a stable `key` (p1, p2, …) assigned by POSITION, not by the
+    client's index — so the matrix keys in a stored submission are always dense
+    and predictable no matter which rows the customer deleted before sending.
+    """
+    indexes = sorted(
+        int(m.group(1))
+        for m in (_PERSON_FIELD_RE.match(k) for k in form.keys()) if m
+    )
+
+    people = []
+    for idx in indexes:
+        role = form.get(f'person_{idx}_role', '')
+        if role not in schema.ROLE_KEYS:
+            role = schema.DEFAULT_FIRST_ROLE
+        name      = _clean(form.get(f'person_{idx}_name'))
+        job_title = _clean(form.get(f'person_{idx}_job_title'))
+        email     = _clean(form.get(f'person_{idx}_email'))
+        # Drop rows the customer added but left completely blank.
+        if not (name or job_title or email):
+            continue
+        people.append({
+            'key':        f'p{len(people) + 1}',
+            'form_index': idx,          # so the matrix cells can be read back
+            'role':       role,
+            'name':       name,
+            'job_title':  job_title,
+            'email':      email,
+        })
+        if len(people) >= schema.MAX_PEOPLE:
+            logger.warning('ENROLLMENT | people capped at %d', schema.MAX_PEOPLE)
+            break
+    return people
+
+
+def _seed_people(people, matrix, mobile_app):
+    """Shape the submitted people for the page to re-render after an error.
+
+    Folds each person's ticked tasks into their own row, so the browser can
+    rebuild the table from scratch with fresh row indexes and still restore
+    every answer.
+    """
+    seed = []
+    for person in people:
+        seed.append({
+            'role':      person['role'],
+            'name':      person['name'],
+            'job_title': person['job_title'],
+            'email':     person['email'],
+            'tasks':     [ref for ref, _l, _s in schema.TASKS
+                          if matrix.get(str(ref), {}).get(person['key'])],
+            'mobile':    bool(mobile_app.get(person['key'])),
+        })
+    return seed
+
+
+# ── Public form ──────────────────────────────────────────────────────────────
+
+@bp.route('', methods=['GET'])
+@bp.route('/', methods=['GET'])
+def form():
+    """Render the blank enrollment form. No login — the link is emailed out."""
+    return render_template('enrollment/form.html', schema=schema,
+                           seed_people=[])
+
+
+@bp.route('', methods=['POST'])
+@bp.route('/', methods=['POST'])
+@limiter.limit(_SUBMIT_RATE_LIMIT)
+def submit():
+    """Parse, validate and store one enrollment submission."""
+    # Honeypot: a field hidden from humans via CSS. Anything that fills it in
+    # is a bot. Answer 200 as though accepted so it learns nothing.
+    if (request.form.get('website') or '').strip():
+        logger.info('ENROLLMENT | honeypot tripped | ip=%s', request.remote_addr)
+        return render_template('enrollment/submitted.html', reference=None)
+
+    project_name    = _clean(request.form.get('project_name'))
+    request_by      = _clean(request.form.get('request_by'))
+    requester_email = _clean(request.form.get('requester_email'))
+
+    people = _parse_people(request.form)
+
+    # ── Step 2 matrix + Step 3 mobile, keyed by person ───────────────────
+    # Only cells the person's role actually offers are read, so a crafted POST
+    # cannot record an admin-only task against an inspector.
+    matrix = {}
+    for ref, _label, scope in schema.TASKS:
+        row = {}
+        for person in people:
+            if schema.task_applies(scope, person['role']):
+                row[person['key']] = bool(
+                    request.form.get(f'task_{ref}_person_{person["form_index"]}'))
+        matrix[str(ref)] = row
+
+    mobile_app = {
+        p['key']: bool(request.form.get(f'mobile_person_{p["form_index"]}'))
+        for p in people
+    }
+
+    # ── Validation ───────────────────────────────────────────────────────
+    # A person counts only with BOTH a name and an email — a half-filled row
+    # cannot be set up, so it must not pass as one.
+    named = [p for p in people if p['name'] and p['email']]
+    errors = []
+    if not project_name:
+        errors.append('Project Name is required.')
+    if not request_by:
+        errors.append('Request by is required.')
+    if not requester_email:
+        errors.append('Requester email is required — we send your confirmation '
+                      'there.')
+    elif '@' not in requester_email:
+        errors.append('The requester email address does not look valid.')
+    if not named:
+        errors.append('Please add at least one person with both a name and an '
+                      'email address.')
+    for p in people:
+        if p['email'] and '@' not in p['email']:
+            errors.append(f'"{p["name"] or p["key"]}" has an email address that '
+                          f'does not look valid.')
+    seen = set()
+    for p in named:
+        low = p['email'].lower()
+        if low in seen:
+            errors.append(f'{p["email"]} is listed more than once — each person '
+                          f'needs their own email address.')
+        seen.add(low)
+
+    prior = {
+        'project_name':    project_name,
+        'request_by':      request_by,
+        'requester_email': requester_email,
+        'date_requested': _clean(request.form.get('date_requested')),
+        'notes':          _clean(request.form.get('notes'), _MAX_NOTES),
+        'people':         people,
+        'matrix':         matrix,
+        'mobile_app':     mobile_app,
+    }
+
+    if errors:
+        for e in errors:
+            flash(e, 'danger')
+        # Re-render with what they typed so nothing is retyped.
+        return render_template(
+            'enrollment/form.html', schema=schema, submitted=prior,
+            seed_people=_seed_people(people, matrix, mobile_app)), 400
+
+    now = datetime.now()
+    record = dict(prior)
+    record.update({
+        'id':           storage.new_id(now),
+        'submitted_at': now.isoformat(timespec='seconds'),
+        # Filled in later by staff on the admin page.
+        'office':       {k: '' for k, _ in schema.OFFICE_FIELDS},
+        'status':       'new',
+        'meta': {
+            'ip':         request.remote_addr,
+            'user_agent': (request.headers.get('User-Agent') or '')[:300],
+        },
+    })
+
+    try:
+        storage.save(record)
+    except Exception:
+        logger.exception('ENROLLMENT | save failed | project=%r', project_name)
+        flash('Sorry — we could not save your form. Please try again, or '
+              'email us directly.', 'danger')
+        return render_template(
+            'enrollment/form.html', schema=schema, submitted=prior,
+            seed_people=_seed_people(people, matrix, mobile_app)), 500
+
+    logger.info('ENROLLMENT | submitted | id=%s project=%r people=%d ip=%s',
+                record['id'], project_name, len(named), request.remote_addr)
+
+    # Both emails fire AFTER the save and are fully guarded — a mail problem
+    # must never cost the customer their submission.
+    mailer.send_confirmation(record, base_url=request.host_url)        # requester
+    mailer.send_admin_notification(record, base_url=request.host_url)  # JQC admins
+
+    return render_template('enrollment/submitted.html', reference=record['id'],
+                           email=requester_email)
+
+
+# ── Admin ────────────────────────────────────────────────────────────────────
+
+@bp.route('/admin')
+@login_required
+@admin_required
+def admin_list():
+    records = storage.load_all()
+    logger.info('ENROLLMENT | admin_list | count=%d', len(records))
+    return render_template('enrollment/admin_list.html',
+                           records=records, schema=schema)
+
+
+@bp.route('/admin/<submission_id>', methods=['GET', 'POST'])
+@login_required
+@admin_required
+def admin_detail(submission_id):
+    record = storage.load(submission_id)
+    if record is None:
+        abort(404)
+
+    if request.method == 'POST':
+        office = {k: _clean(request.form.get(k)) for k, _ in schema.OFFICE_FIELDS}
+        status = request.form.get('status', 'new')
+        if status not in schema.STATUSES:
+            status = record.get('status', 'new')
+        record = storage.update_office(submission_id, office, status)
+        if record is None:
+            abort(404)
+        flash('Enrollment record updated.', 'success')
+        return redirect(url_for('enrollment.admin_detail',
+                                submission_id=submission_id))
+
+    return render_template('enrollment/admin_detail.html',
+                           record=record, schema=schema)
+
+
+@bp.route('/admin/<submission_id>.json')
+@login_required
+@admin_required
+def admin_download(submission_id):
+    import json
+    record = storage.load(submission_id)
+    if record is None:
+        abort(404)
+    return Response(
+        json.dumps(record, indent=2, ensure_ascii=False),
+        mimetype='application/json',
+        headers={'Content-Disposition':
+                 f'attachment; filename=enrollment-{submission_id}.json'},
+    )
+
+
+@bp.route('/admin/export.csv')
+@login_required
+@admin_required
+def admin_export_csv():
+    """One row per PERSON (not per submission) — that is the unit of work when
+    actually setting the accounts up. Reads through schema.people_of(), so
+    submissions stored in the older fixed-seat format export identically."""
+    records = storage.load_all()
+
+    buf = io.StringIO()
+    w = csv.writer(buf)
+    task_headers = [f'{ref}. {label}' for ref, label, _ in schema.TASKS]
+    w.writerow(['Submission ID', 'Submitted At', 'Status', 'Project Name',
+                'Requested By', 'Date Requested', 'Role', 'Name', 'Job Title',
+                'Email', 'Mobile App'] + task_headers)
+
+    for rec in records:
+        for person in schema.people_of(rec):
+            row = [
+                rec.get('id', ''),
+                rec.get('submitted_at', ''),
+                schema.STATUS_LABELS.get(rec.get('status'), rec.get('status', '')),
+                rec.get('project_name', ''),
+                rec.get('request_by', ''),
+                rec.get('date_requested', ''),
+                person['role_label'],
+                person['name'],
+                person['job_title'],
+                person['email'],
+                'Yes' if schema.wants_mobile(rec, person['key']) else '',
+            ]
+            for ref, _label, scope in schema.TASKS:
+                if not schema.task_applies(scope, person['role']):
+                    row.append('n/a')
+                else:
+                    row.append('Yes' if schema.cell(rec, ref, person['key']) else '')
+            w.writerow(row)
+
+    logger.info('ENROLLMENT | csv export | submissions=%d', len(records))
+    stamp = datetime.now().strftime('%Y%m%d')
+    return Response(
+        buf.getvalue(),
+        mimetype='text/csv',
+        headers={'Content-Disposition':
+                 f'attachment; filename=jqc-enrollments-{stamp}.csv'},
+    )

app/enrollment/schema.py

@@ -0,0 +1,248 @@
+"""
+app/enrollment/schema.py
+------------------------
+The JQC Enrollment Form, expressed as data.
+
+This is the SINGLE source of truth for the form's shape. The public template
+renders from it, the POST handler parses against it, and the admin detail view
+re-renders a stored submission through it. Changing a task label or adding a
+role is a one-line edit here — no template or parser change.
+
+Deliberately free of any app model / DB import: the enrollment form describes
+what a prospective customer *wants set up*, not anything that exists in the
+system yet. Keep it that way (see app/enrollment/__init__.py). The ROLES below
+happen to mirror the app's user roles, but they are a COPY on purpose — the
+public form must not import the User model.
+"""
+
+# ── Roles a person can be enrolled as ────────────────────────────────────────
+# key -> label, shown in the Step 1 role dropdown.
+# phase51 — enrollment describes CUSTOMER-side people only, so the dropdown
+# offers exactly the two customer roles. Our own staff roles (admin, auditor,
+# internal inspector) are never enrolled through this form; they are created in
+# User Management. The keys stay 'director'/'inspector' — they are the
+# customer's words for the seat, mapped to app roles by APP_ROLE_FOR below.
+ROLES = [
+    ('director',  'Director'),
+    ('inspector', 'Inspector'),
+]
+
+ROLE_LABELS = dict(ROLES)
+ROLE_KEYS   = [k for k, _ in ROLES]
+
+#: App role each enrolled seat becomes when an admin actually creates the
+#: account in Customer Management. A plain string map on purpose — the
+#: enrollment package must not import app.models (see __init__.py, rule 88).
+APP_ROLE_FOR = {
+    'director':  'customer',            # "Customer Director"
+    'inspector': 'external_inspector',  # "Customer Inspector"
+}
+
+#: Roles that act on the administrative side of the printed form (the
+#: "Admin / Director" column). Everything else is an inspector seat. Drives
+#: both the recommendation preset and eligibility for admin-only tasks.
+#
+#: 'admin' and 'auditor' are NOT selectable any more but stay in this set for
+#: LEGACY tolerance: submissions taken before phase51 stored those roles, and
+#: dropping them here would silently re-render their admin-only task cells
+#: (ref 10) as "n/a" in the admin detail view and the CSV export. Selectable
+#: roles shrink; the ability to read back what was already recorded does not.
+ADMIN_ROLES = {'director', 'admin', 'auditor'}
+
+#: Role pre-selected for the first row — the form starts with the customer's
+#: administrative contact, as on the printed sheet.
+DEFAULT_FIRST_ROLE = 'director'
+
+#: Upper bound on people per submission. Generous for a real enrollment, but
+#: bounded so a scripted POST cannot make us build an unbounded matrix.
+MAX_PEOPLE = 25
+
+
+def is_admin_role(role):
+    return role in ADMIN_ROLES
+
+
+# ── Task rows ────────────────────────────────────────────────────────────────
+# ref, label, scope.  scope 'admin_only' means the cell is offered only to
+# people in an ADMIN_ROLES role (ref 10 on the printed form).
+TASKS = [
+    (1,  'Receive new inspection submitted notification', 'all'),
+    (2,  'Receive issue-related notification',            'all'),
+    (3,  'New issue created',                             'all'),
+    (4,  'Issue status updated',                          'all'),
+    (5,  'Issue comment added',                           'all'),
+    (6,  'Request follow up / re-inspection',             'all'),
+    (7,  'Add Comments (issue detail page)',              'all'),
+    (8,  'Receive issue SLA (at-risk, breached)',         'all'),
+    (9,  'Log new issue',                                 'all'),
+    (10, 'Search/Export Reports (inspection/issue)',      'admin_only'),
+]
+
+TASK_LABELS = {ref: label for ref, label, _ in TASKS}
+
+#: Task rows that describe a CAPABILITY the role already carries, rather than a
+#: notification we route. Every customer role can already do all three today —
+#: comment on issues they follow or filed, log an issue at their own facility,
+#: and search/export reports within their scope — so a tick here records what
+#: the customer expects, it does not switch anything on. The remaining rows
+#: (1-6, 8) are the ones that map to notification events and can be tuned
+#: per account in Customer Management.
+#:
+#: Rendered as a footnote on the public form so the distinction is visible
+#: without turning these into per-user permission flags (which would mean
+#: adding deny-checks to routes that have none today — a fail-open surface for
+#: no real gain).
+ROLE_IMPLIED_TASKS = {7, 9, 10}
+
+
+def task_applies(scope, role):
+    """True when a task row offers a checkbox to someone in `role`."""
+    return scope == 'all' or is_admin_role(role)
+
+
+# ── Step 3 ───────────────────────────────────────────────────────────────────
+MOBILE_APP_LABEL = 'JQC Mobile App For Smart Device'
+
+
+# ── Recommended defaults ─────────────────────────────────────────────────────
+# ref -> (recommended for admin-side roles, recommended for inspector roles).
+# None = the row offers that side no cell.
+#
+# The printed form showed this as a separate RECOMMENDATION table for the
+# customer to copy by hand. It is now applied by the "Recommendation selection"
+# button instead, so the table is no longer rendered — but this mapping is
+# still the authority, and is handed to the page as JSON.
+RECOMMENDATION = {
+    1:  (False, True),
+    2:  (False, True),
+    3:  (True,  True),
+    4:  (False, True),
+    5:  (True,  True),
+    6:  (True,  True),
+    7:  (True,  True),
+    8:  (False, True),
+    9:  (True,  True),
+    10: (True,  None),
+}
+
+
+def recommendation_for(role):
+    """Return {task_ref: bool} — the recommended preset for one role.
+
+    Rows that offer this role no cell are omitted rather than set False, so
+    the caller never ticks a checkbox that does not exist.
+    """
+    admin_side = is_admin_role(role)
+    preset = {}
+    for ref, _label, scope in TASKS:
+        if not task_applies(scope, role):
+            continue
+        rec = RECOMMENDATION.get(ref, (False, False))
+        value = rec[0] if admin_side else rec[1]
+        if value is None:
+            continue
+        preset[ref] = bool(value)
+    return preset
+
+
+def recommendation_map():
+    """{role_key: {task_ref: bool}} for every role — serialised to the page."""
+    return {role: recommendation_for(role) for role in ROLE_KEYS}
+
+
+#: Where a customer should write if their submission needs correcting. The
+#: confirmation email is sent FROM the unmonitored no-reply identity
+#: (branded_sender), so "reply to this email" would go nowhere — point them
+#: here instead. Used by both the text and HTML bodies of the confirmation.
+# MT: retained only as a last-resort default. The address actually shown to a
+# customer is resolved per tenant at send time from TenantSettings.support_email
+# — see mailer._tenant_branding(). Never send one tenant's customers another
+# tenant's (or a developer's personal) address.
+CORRECTIONS_EMAIL = ''
+
+
+NOTES = [
+    'Each user will receive instructions on how to sign up and install the app '
+    'on their smart device.',
+    'Along with the installation instructions, users will receive a quick guide '
+    'to navigate the web portal and app based on their credentials.',
+]
+
+
+# ── Office-use fields ────────────────────────────────────────────────────────
+# Filled in by the tenant AFTER receipt, on the admin detail page only. The
+# printed sheet showed these to the customer as a blank "for office use" block;
+# the web form does not render them at all — a customer cannot fill them in, so
+# showing them was only noise.
+OFFICE_FIELDS = [
+    ('receive_date',          'Receive Date'),
+    ('program_by',            'Program By'),
+    ('date_email_invitation', 'Date email invitation'),
+]
+
+STATUSES = ['new', 'in_progress', 'completed']
+
+STATUS_LABELS = {
+    'new':         'New',
+    'in_progress': 'In Progress',
+    'completed':   'Completed',
+}
+
+
+# ── Legacy record support ────────────────────────────────────────────────────
+# Submissions taken before the form moved to free-form people used six fixed
+# seats. Stored files are never rewritten, so the admin views normalise on
+# read instead — one shape to render, whichever format is on disk.
+_LEGACY_SEAT_ROLES = {
+    'admin':       'admin',
+    'inspector_1': 'inspector',
+    'inspector_2': 'inspector',
+    'inspector_3': 'inspector',
+    'inspector_4': 'inspector',
+    'inspector_5': 'inspector',
+}
+
+
+def people_of(record):
+    """Return a submission's people as a uniform list, old format or new.
+
+    Each entry: {key, role, role_label, name, job_title, email}.
+    """
+    if record.get('people'):
+        out = []
+        for p in record['people']:
+            role = p.get('role', 'inspector')
+            out.append({
+                'key':        p.get('key', ''),
+                'role':       role,
+                'role_label': ROLE_LABELS.get(role, role.replace('_', ' ').title()),
+                'name':       p.get('name', ''),
+                'job_title':  p.get('job_title', ''),
+                'email':      p.get('email', ''),
+            })
+        return out
+
+    # Legacy: fixed seats under 'registrants'.
+    out = []
+    for reg in record.get('registrants', []):
+        if not (reg.get('name') or reg.get('email')):
+            continue
+        role = _LEGACY_SEAT_ROLES.get(reg.get('key'), 'inspector')
+        out.append({
+            'key':        reg.get('key', ''),
+            'role':       role,
+            'role_label': ROLE_LABELS.get(role, role.title()),
+            'name':       reg.get('name', ''),
+            'job_title':  reg.get('job_title', ''),
+            'email':      reg.get('email', ''),
+        })
+    return out
+
+
+def cell(record, ref, person_key):
+    """True when `person_key` was ticked for task `ref` in this submission."""
+    return bool(record.get('matrix', {}).get(str(ref), {}).get(person_key))
+
+
+def wants_mobile(record, person_key):
+    return bool(record.get('mobile_app', {}).get(person_key))

app/enrollment/storage.py

@@ -0,0 +1,194 @@
+"""
+app/enrollment/storage.py
+-------------------------
+Flat-file persistence for enrollment submissions — one JSON document per
+submission, under the directory named by config ENROLLMENT_DIR, in a
+per-tenant subdirectory (see enrollment_dir()).
+
+Why files and not a table
+-------------------------
+Enrollment happens BEFORE anything exists in the system: there is no contract,
+no facility and no user account to key a row against, and the volume is a
+handful of documents a year. A directory of readable JSON keeps this feature
+completely outside the schema — no model, no migration, nothing to keep in sync
+with the rest of the app. It can be backed up with `cp` and read with `cat`.
+
+File naming
+-----------
+    <YYYYmmdd-HHMMSS>-<8 hex>.json
+
+Time-ordered so a plain directory listing sorts chronologically, with random
+suffix so two submissions in the same second cannot collide. The stem is the
+submission's id and is the ONLY thing the admin URLs accept — see _safe_id().
+"""
+
+import json
+import logging
+import os
+import re
+import secrets
+import tempfile
+from datetime import datetime
+
+from flask import current_app
+
+logger = logging.getLogger(__name__)
+
+#: Submission ids are generated by us and must round-trip through a URL and a
+#: file path. Anything not matching is rejected before touching the filesystem,
+#: so a crafted id can never escape the enrollment directory (path traversal).
+_ID_RE = re.compile(r'^\d{8}-\d{6}-[0-9a-f]{8}$')
+
+
+class TenantUnresolved(RuntimeError):
+    """Raised when multi-tenancy is on but no tenant is bound to the request.
+
+    Deliberately fatal rather than falling back to the shared root directory:
+    a fallback would put one tenant's submissions where every other tenant's
+    admin can read them.
+    """
+
+
+def enrollment_dir():
+    """Absolute path of THIS TENANT's submission directory, created on first use.
+
+    Multi-tenant isolation (MT-17)
+    ------------------------------
+    ST keeps every submission in one flat directory. In MT that directory is
+    shared by every tenant on the host, so /enrollment/admin would list other
+    organisations' submissions — names, emails and phone numbers of people at
+    another company. Submissions are therefore filed under a per-tenant
+    subdirectory:
+
+        <ENROLLMENT_DIR>/t<tenant_id>/<submission>.json
+
+    ``t<id>`` mirrors ``storage.tenant_key_prefix()`` so the on-disk layout is
+    the same shape as the media object keys.
+
+    When MULTI_TENANT_ENABLED is false the root directory is used unchanged,
+    so a single-tenant deploy behaves exactly like ST.
+
+    When multi-tenancy IS enabled but no tenant is bound, this raises rather
+    than falling back to the root — see TenantUnresolved.
+    """
+    root = current_app.config['ENROLLMENT_DIR']
+
+    if not current_app.config.get('MULTI_TENANT_ENABLED'):
+        os.makedirs(root, exist_ok=True)
+        return root
+
+    from flask import g
+    tenant = getattr(g, 'tenant', None)
+    if tenant is None:
+        logger.error('ENROLLMENT | no tenant bound — refusing to touch storage')
+        raise TenantUnresolved(
+            'enrollment storage requires a resolved tenant when '
+            'MULTI_TENANT_ENABLED is set'
+        )
+
+    path = os.path.join(root, f't{tenant.id}')
+    os.makedirs(path, exist_ok=True)
+    return path
+
+
+def new_id(when=None):
+    """Mint a time-ordered, collision-safe submission id."""
+    when = when or datetime.now()
+    return f'{when:%Y%m%d-%H%M%S}-{secrets.token_hex(4)}'
+
+
+def _safe_id(submission_id):
+    """Return the id if it is one of ours, else None.
+
+    Never interpolate an unvalidated id into a path — `../../etc/passwd` and
+    friends. Callers should 404 on None.
+    """
+    if not submission_id or not _ID_RE.match(submission_id):
+        logger.warning('ENROLLMENT | rejected malformed id=%r', submission_id)
+        return None
+    return submission_id
+
+
+def _path_for(submission_id):
+    sid = _safe_id(submission_id)
+    if sid is None:
+        return None
+    return os.path.join(enrollment_dir(), f'{sid}.json')
+
+
+def save(record):
+    """Write a submission atomically. Returns the id.
+
+    Written to a temp file in the same directory then os.replace()d, so a
+    crash mid-write can never leave a truncated JSON document that would break
+    the admin list for every other submission.
+    """
+    sid = record['id']
+    path = _path_for(sid)
+    if path is None:
+        raise ValueError(f'refusing to save malformed id {sid!r}')
+
+    directory = os.path.dirname(path)
+    fd, tmp = tempfile.mkstemp(dir=directory, suffix='.tmp')
+    try:
+        with os.fdopen(fd, 'w', encoding='utf-8') as fh:
+            json.dump(record, fh, indent=2, ensure_ascii=False)
+        os.replace(tmp, path)
+    except Exception:
+        # Never leave the temp file behind on a failed write.
+        try:
+            os.unlink(tmp)
+        except OSError:
+            pass
+        raise
+
+    logger.info('ENROLLMENT | saved | id=%s project=%r',
+                sid, record.get('project_name'))
+    return sid
+
+
+def load(submission_id):
+    """Return one submission dict, or None if unknown/unreadable."""
+    path = _path_for(submission_id)
+    if path is None or not os.path.isfile(path):
+        return None
+    try:
+        with open(path, encoding='utf-8') as fh:
+            return json.load(fh)
+    except (OSError, ValueError):
+        logger.exception('ENROLLMENT | unreadable submission id=%s', submission_id)
+        return None
+
+
+def load_all():
+    """Return every submission, newest first.
+
+    A single corrupt file is skipped with a log line rather than breaking the
+    whole admin list.
+    """
+    directory = enrollment_dir()
+    records = []
+    for name in sorted(os.listdir(directory), reverse=True):
+        if not name.endswith('.json'):
+            continue
+        rec = load(name[:-len('.json')])
+        if rec is not None:
+            records.append(rec)
+    return records
+
+
+def update_office(submission_id, office, status):
+    """Merge the office-use block + status into a stored submission.
+
+    Returns the updated record, or None if the id is unknown. Only these
+    fields are writable after submission — the customer's own answers are
+    immutable, so the file stays an accurate record of what they asked for.
+    """
+    rec = load(submission_id)
+    if rec is None:
+        return None
+    rec.setdefault('office', {}).update(office)
+    rec['status'] = status
+    rec['updated_at'] = datetime.now().isoformat(timespec='seconds')
+    save(rec)
+    return rec

app/enrollment/templates/enrollment/admin_detail.html

@@ -0,0 +1,181 @@
+{% extends "base.html" %}
+{% block title %}Enrollment — {{ record.project_name }}{% endblock %}
+
+{# One submitted enrollment form, rendered through the same schema the public
+   page uses. The customer's answers are READ-ONLY here — only the office-use
+   block and the status are editable, so the file stays a faithful record of
+   what was actually requested. #}
+
+{% block content %}
+<div class="d-flex flex-wrap justify-content-between align-items-center mb-3 gap-2">
+  <div>
+    <h2 class="mb-0"><i class="bi bi-clipboard-check"></i> {{ record.project_name }}</h2>
+    <div class="text-muted small">
+      Reference {{ record.id }} · submitted {{ record.submitted_at | replace('T', ' ') }}
+      {% if record.updated_at %}
+      · updated {{ record.updated_at | replace('T', ' ') }}
+      {% endif %}
+    </div>
+  </div>
+  <div class="d-flex gap-2">
+    <a href="{{ url_for('enrollment.admin_list') }}" class="btn btn-outline-secondary">
+      <i class="bi bi-arrow-left"></i> Back
+    </a>
+    <a href="{{ url_for('enrollment.admin_download', submission_id=record.id) }}"
+       class="btn btn-outline-primary">
+      <i class="bi bi-filetype-json"></i> Download JSON
+    </a>
+  </div>
+</div>
+
+<div class="row g-3">
+  {# ── Request details ─────────────────────────────────────────────── #}
+  <div class="col-12 col-lg-6">
+    <div class="card shadow-sm h-100">
+      <div class="card-header fw-semibold">Request</div>
+      <div class="card-body">
+        <dl class="row mb-0">
+          <dt class="col-5">Project Name</dt><dd class="col-7">{{ record.project_name or '—' }}</dd>
+          <dt class="col-5">Request by</dt><dd class="col-7">{{ record.request_by or '—' }}</dd>
+          <dt class="col-5">Requester email</dt>
+          <dd class="col-7">
+            {% if record.requester_email %}
+            <a href="mailto:{{ record.requester_email }}">{{ record.requester_email }}</a>
+            {% else %}<span class="text-muted">—</span>{% endif %}
+          </dd>
+          <dt class="col-5">Date Requested</dt><dd class="col-7">{{ record.date_requested or '—' }}</dd>
+        </dl>
+        {% if record.notes %}
+        <hr>
+        <div class="fw-semibold small text-muted mb-1">Customer notes</div>
+        <div style="white-space:pre-wrap;">{{ record.notes }}</div>
+        {% endif %}
+      </div>
+    </div>
+  </div>
+
+  {# ── Office use — the only editable part ─────────────────────────── #}
+  <div class="col-12 col-lg-6">
+    <div class="card shadow-sm h-100">
+      <div class="card-header fw-semibold">For Office Use</div>
+      <div class="card-body">
+        <form method="POST">
+          <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+          {% for key, label in schema.OFFICE_FIELDS %}
+          <div class="mb-2">
+            <label class="form-label small mb-1">{{ label }}</label>
+            <input type="text" name="{{ key }}" class="form-control form-control-sm"
+                   value="{{ record.office.get(key, '') }}">
+          </div>
+          {% endfor %}
+          <div class="mb-3">
+            <label class="form-label small mb-1">Status</label>
+            <select name="status" class="form-select form-select-sm">
+              {% for s in schema.STATUSES %}
+              <option value="{{ s }}" {{ 'selected' if record.status == s }}>
+                {{ schema.STATUS_LABELS[s] }}
+              </option>
+              {% endfor %}
+            </select>
+          </div>
+          <button type="submit" class="btn btn-sm btn-primary">
+            <i class="bi bi-save"></i> Save
+          </button>
+        </form>
+      </div>
+    </div>
+  </div>
+</div>
+
+{# ── The people to set up ───────────────────────────────────────────── #}
+{% set people = schema.people_of(record) %}
+<div class="card shadow-sm mt-3">
+  <div class="card-header fw-semibold">
+    Users to Register
+    <span class="badge bg-secondary rounded-pill ms-1">{{ people | length }}</span>
+  </div>
+  <div class="card-body p-0">
+    <div class="table-responsive">
+      <table class="table mb-0">
+        <thead class="table-light">
+          <tr>
+            <th style="width:50px;">No.</th>
+            <th>Role</th><th>Name</th><th>Job Title</th><th>Email</th>
+            <th class="text-center">Mobile App</th>
+          </tr>
+        </thead>
+        <tbody>
+          {% for person in people %}
+          <tr>
+            <td>{{ loop.index }}</td>
+            <td><span class="badge bg-light text-dark border">{{ person.role_label }}</span></td>
+            <td class="fw-semibold">{{ person.name or '—' }}</td>
+            <td>{{ person.job_title or '—' }}</td>
+            <td>
+              {% if person.email %}
+              <a href="mailto:{{ person.email }}">{{ person.email }}</a>
+              {% else %}—{% endif %}
+            </td>
+            <td class="text-center">
+              {% if schema.wants_mobile(record, person.key) %}
+              <i class="bi bi-phone-fill text-primary" title="Wants the mobile app"></i>
+              {% else %}<span class="text-muted">—</span>{% endif %}
+            </td>
+          </tr>
+          {% endfor %}
+        </tbody>
+      </table>
+    </div>
+  </div>
+</div>
+
+{# ── The requested task matrix — one column per person ──────────────── #}
+<div class="card shadow-sm mt-3">
+  <div class="card-header fw-semibold">Requested Tasks &amp; Functions</div>
+  <div class="card-body p-0">
+    <div class="table-responsive">
+      <table class="table table-sm mb-0">
+        <thead class="table-light">
+          <tr>
+            <th style="width:50px;">Ref</th>
+            <th style="min-width:280px;">Task / Function</th>
+            {% for person in people %}
+            <th class="text-center" style="min-width:120px;">
+              {{ person.name or 'Person ' ~ loop.index }}
+              <div class="fw-normal text-muted" style="font-size:.75rem;">
+                {{ person.role_label }}
+              </div>
+            </th>
+            {% endfor %}
+          </tr>
+        </thead>
+        <tbody>
+          {% for ref, label, scope in schema.TASKS %}
+          <tr>
+            <td class="text-center">{{ ref }}</td>
+            <td>{{ label }}</td>
+            {% for person in people %}
+            <td class="text-center">
+              {% if not schema.task_applies(scope, person.role) %}
+              <span class="text-muted" title="Not available for this role">·</span>
+              {% elif schema.cell(record, ref, person.key) %}
+              <i class="bi bi-check-square-fill text-success"></i>
+              {% else %}
+              <span class="text-muted">—</span>
+              {% endif %}
+            </td>
+            {% endfor %}
+          </tr>
+          {% endfor %}
+        </tbody>
+      </table>
+    </div>
+  </div>
+</div>
+
+{% if record.meta %}
+<div class="text-muted small mt-3">
+  Submitted from {{ record.meta.ip or 'unknown address' }}
+</div>
+{% endif %}
+{% endblock %}

app/enrollment/templates/enrollment/admin_list.html

@@ -0,0 +1,98 @@
+{% extends "base.html" %}
+{% block title %}Enrollment Forms{% endblock %}
+
+{# Admin inbox of enrollment submissions. Extends base.html so it picks up
+   whichever design (classic / modern) the admin has selected. #}
+
+{% block content %}
+<div class="d-flex flex-wrap justify-content-between align-items-center mb-4 gap-2">
+  <h2 class="mb-0"><i class="bi bi-clipboard-plus"></i> Enrollment Forms</h2>
+  <div class="d-flex gap-2">
+    <a href="{{ url_for('enrollment.form') }}" target="_blank"
+       class="btn btn-outline-secondary" title="Open the public form in a new tab">
+      <i class="bi bi-box-arrow-up-right"></i> View public form
+    </a>
+    {% if records %}
+    <a href="{{ url_for('enrollment.admin_export_csv') }}" class="btn btn-outline-success">
+      <i class="bi bi-file-earmark-spreadsheet"></i> Export CSV
+    </a>
+    {% endif %}
+  </div>
+</div>
+
+<div class="alert alert-info d-flex align-items-start gap-2">
+  <i class="bi bi-info-circle mt-1"></i>
+  <div>
+    Send customers this link to enroll:
+    <code>{{ url_for('enrollment.form', _external=True) }}</code><br>
+    <span class="small text-muted">
+      Submissions are stored as JSON files on the server, outside the database —
+      one file per form.
+    </span>
+  </div>
+</div>
+
+{% if records %}
+<div class="card shadow-sm">
+  <div class="card-body p-0">
+    <div class="table-responsive">
+      <table class="table table-hover mb-0">
+        <thead class="table-light">
+          <tr>
+            <th>Submitted</th>
+            <th>Project</th>
+            <th>Requested By</th>
+            <th class="text-center">Users</th>
+            <th class="text-center">Mobile App</th>
+            <th>Status</th>
+            <th></th>
+          </tr>
+        </thead>
+        <tbody>
+          {% for r in records %}
+          {# people_of() normalises both the current and the legacy stored shape #}
+          {% set named = schema.people_of(r) %}
+          {% set mobile_count = r.mobile_app.values() | select | list | length %}
+          <tr>
+            <td class="text-nowrap">
+              <small>{{ r.submitted_at | replace('T', ' ') }}</small>
+            </td>
+            <td class="fw-semibold">{{ r.project_name or '—' }}</td>
+            <td>{{ r.request_by or '—' }}</td>
+            <td class="text-center">
+              <span class="badge bg-secondary">{{ named | length }}</span>
+            </td>
+            <td class="text-center">
+              {% if mobile_count %}
+              <span class="badge bg-info text-dark">{{ mobile_count }}</span>
+              {% else %}<span class="text-muted">—</span>{% endif %}
+            </td>
+            <td>
+              <span class="badge bg-{{ 'success' if r.status == 'completed'
+                                       else 'warning text-dark' if r.status == 'in_progress'
+                                       else 'danger' }}">
+                {{ schema.STATUS_LABELS.get(r.status, r.status) }}
+              </span>
+            </td>
+            <td class="text-end text-nowrap">
+              <a href="{{ url_for('enrollment.admin_detail', submission_id=r.id) }}"
+                 class="btn btn-sm btn-outline-primary">
+                <i class="bi bi-eye"></i> Open
+              </a>
+            </td>
+          </tr>
+          {% endfor %}
+        </tbody>
+      </table>
+    </div>
+  </div>
+</div>
+{% else %}
+<div class="card shadow-sm">
+  <div class="card-body text-center py-5 text-muted">
+    <i class="bi bi-inbox fs-2 d-block mb-2"></i>
+    No enrollment forms have been submitted yet.
+  </div>
+</div>
+{% endif %}
+{% endblock %}

app/enrollment/templates/enrollment/email_admin_notice.html

@@ -0,0 +1,89 @@
+{# Internal alert to JQC admins when a new enrollment form arrives. Inline
+   styles only and no external assets — mail clients strip <style> blocks and
+   block remote resources. #}
+<!DOCTYPE html>
+<html>
+<body style="font-family:Arial,Helvetica,sans-serif;color:#333;max-width:640px;margin:auto;padding:12px;">
+
+  <h2 style="color:#1a6fb5;margin:0 0 4px;">New enrollment form</h2>
+  <p style="color:#6b7280;margin:0 0 20px;">JQC · internal notification</p>
+
+  <table style="border-collapse:collapse;margin:0 0 18px;">
+    <tr>
+      <td style="padding:4px 14px 4px 0;color:#6b7280;">Project</td>
+      <td style="padding:4px 0;font-weight:bold;">{{ record.project_name }}</td>
+    </tr>
+    <tr>
+      <td style="padding:4px 14px 4px 0;color:#6b7280;">Requester</td>
+      <td style="padding:4px 0;">
+        {{ record.request_by }}
+        {% if record.requester_email %}
+        &lt;<a href="mailto:{{ record.requester_email }}">{{ record.requester_email }}</a>&gt;
+        {% endif %}
+      </td>
+    </tr>
+    {% if record.date_requested %}
+    <tr>
+      <td style="padding:4px 14px 4px 0;color:#6b7280;">Date requested</td>
+      <td style="padding:4px 0;">{{ record.date_requested }}</td>
+    </tr>
+    {% endif %}
+    <tr>
+      <td style="padding:4px 14px 4px 0;color:#6b7280;">Reference</td>
+      <td style="padding:4px 0;">{{ record.id }}</td>
+    </tr>
+  </table>
+
+  <p style="margin:0 0 22px;">
+    <a href="{{ link }}"
+       style="background:#1a6fb5;color:#fff;text-decoration:none;padding:10px 18px;
+              border-radius:6px;display:inline-block;font-weight:bold;">
+      Open in JQC
+    </a>
+  </p>
+
+  <h3 style="font-size:1rem;margin:0 0 8px;">
+    Accounts requested ({{ people | length }})
+  </h3>
+
+  <table style="border-collapse:collapse;width:100%;font-size:.92rem;">
+    <thead>
+      <tr style="background:#dbeafe;">
+        <th style="border:1px solid #cbd5e1;padding:6px 9px;text-align:left;">Name</th>
+        <th style="border:1px solid #cbd5e1;padding:6px 9px;text-align:left;">Role</th>
+        <th style="border:1px solid #cbd5e1;padding:6px 9px;text-align:left;">Email</th>
+        <th style="border:1px solid #cbd5e1;padding:6px 9px;text-align:center;">Mobile App</th>
+      </tr>
+    </thead>
+    <tbody>
+      {% for person in people %}
+      <tr>
+        <td style="border:1px solid #cbd5e1;padding:6px 9px;">
+          {{ person.name }}
+          {% if person.job_title %}
+          <div style="color:#6b7280;font-size:.82rem;">{{ person.job_title }}</div>
+          {% endif %}
+        </td>
+        <td style="border:1px solid #cbd5e1;padding:6px 9px;">{{ person.role_label }}</td>
+        <td style="border:1px solid #cbd5e1;padding:6px 9px;">{{ person.email }}</td>
+        <td style="border:1px solid #cbd5e1;padding:6px 9px;text-align:center;">
+          {{ 'Yes' if schema.wants_mobile(record, person.key) else '—' }}
+        </td>
+      </tr>
+      {% endfor %}
+    </tbody>
+  </table>
+
+  {% if record.notes %}
+  <h3 style="font-size:1rem;margin:22px 0 6px;">Customer notes</h3>
+  <div style="white-space:pre-wrap;background:#f8fafc;border:1px solid #e5e7eb;
+              border-radius:6px;padding:10px;">{{ record.notes }}</div>
+  {% endif %}
+
+  <hr style="border:none;border-top:1px solid #e5e7eb;margin:26px 0 12px;">
+  <p style="color:#9ca3af;font-size:.8rem;margin:0;">
+    You are receiving this because you hold a JQC admin account. The full
+    selection of tasks per person is on the enrollment page.
+  </p>
+</body>
+</html>

app/enrollment/templates/enrollment/email_confirmation.html

@@ -0,0 +1,77 @@
+{# Confirmation email sent to the requester. Inline styles only and no external
+   assets — mail clients strip <style> blocks and block remote resources. #}
+<!DOCTYPE html>
+<html>
+<body style="font-family:Arial,Helvetica,sans-serif;color:#333;max-width:640px;margin:auto;padding:12px;">
+
+  <h2 style="color:#1a6fb5;margin:0 0 4px;">Enrollment received</h2>
+  <p style="color:#6b7280;margin:0 0 20px;">{{ tenant_branding.display_name if tenant_branding else 'Janitorial QC' }}</p>
+
+  <p>Hi {{ record.request_by or 'there' }},</p>
+  <p>Thank you — we have received your JQC enrollment form. Our team will set up
+     the accounts listed below.</p>
+
+  <table style="border-collapse:collapse;margin:18px 0;">
+    <tr>
+      <td style="padding:4px 14px 4px 0;color:#6b7280;">Reference</td>
+      <td style="padding:4px 0;font-weight:bold;">{{ record.id }}</td>
+    </tr>
+    <tr>
+      <td style="padding:4px 14px 4px 0;color:#6b7280;">Project</td>
+      <td style="padding:4px 0;font-weight:bold;">{{ record.project_name }}</td>
+    </tr>
+    {% if record.date_requested %}
+    <tr>
+      <td style="padding:4px 14px 4px 0;color:#6b7280;">Date requested</td>
+      <td style="padding:4px 0;">{{ record.date_requested }}</td>
+    </tr>
+    {% endif %}
+  </table>
+
+  <h3 style="font-size:1rem;margin:22px 0 8px;">
+    People to be set up ({{ people | length }})
+  </h3>
+
+  <table style="border-collapse:collapse;width:100%;font-size:.92rem;">
+    <thead>
+      <tr style="background:#dbeafe;">
+        <th style="border:1px solid #cbd5e1;padding:6px 9px;text-align:left;">Name</th>
+        <th style="border:1px solid #cbd5e1;padding:6px 9px;text-align:left;">Role</th>
+        <th style="border:1px solid #cbd5e1;padding:6px 9px;text-align:left;">Email</th>
+        <th style="border:1px solid #cbd5e1;padding:6px 9px;text-align:center;">Mobile App</th>
+      </tr>
+    </thead>
+    <tbody>
+      {% for person in people %}
+      <tr>
+        <td style="border:1px solid #cbd5e1;padding:6px 9px;">
+          {{ person.name }}
+          {% if person.job_title %}
+          <div style="color:#6b7280;font-size:.82rem;">{{ person.job_title }}</div>
+          {% endif %}
+        </td>
+        <td style="border:1px solid #cbd5e1;padding:6px 9px;">{{ person.role_label }}</td>
+        <td style="border:1px solid #cbd5e1;padding:6px 9px;">{{ person.email }}</td>
+        <td style="border:1px solid #cbd5e1;padding:6px 9px;text-align:center;">
+          {{ 'Yes' if schema.wants_mobile(record, person.key) else '—' }}
+        </td>
+      </tr>
+      {% endfor %}
+    </tbody>
+  </table>
+
+  <p style="margin-top:22px;">
+    Each person will receive their own email invitation with sign-in
+    instructions, along with a quick guide to the web portal and the mobile app.
+  </p>
+  <p>If anything above is wrong, simply send an email to
+     <a href="mailto:{{ corrections_email }}">{{ corrections_email }}</a>,
+     and we will correct it.</p>
+
+  <hr style="border:none;border-top:1px solid #e5e7eb;margin:26px 0 12px;">
+  <p style="color:#9ca3af;font-size:.8rem;margin:0;">
+    You are receiving this because this address was given as the requester on a
+    JQC enrollment form. Reference {{ record.id }}.
+  </p>
+</body>
+</html>

app/enrollment/templates/enrollment/form.html

@@ -0,0 +1,445 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+<meta charset="UTF-8">
+<meta name="viewport" content="width=device-width, initial-scale=1.0">
+<meta name="robots" content="noindex, nofollow">
+<title>Enrollment Form — {{ tenant_branding.display_name if tenant_branding else 'Janitorial QC' }}</title>
+<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
+<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.0/font/bootstrap-icons.css">
+<style>
+  body        { background:#f1f5f9; color:#1f2937; }
+  .sheet      { max-width:1180px; margin:24px auto 60px; background:#fff;
+                border:1px solid #d7dee6; border-radius:10px; padding:32px 34px 40px; }
+  .form-title { color:#1a6fb5; font-weight:800; font-size:2rem; text-align:center; margin:0; }
+  .form-sub   { text-align:center; color:#6b7280; margin-bottom:26px; }
+  .step-head  { font-weight:700; margin:30px 0 10px; }
+  .step-head span { font-weight:400; }
+  table.grid  { width:100%; border-collapse:collapse; }
+  table.grid th, table.grid td { border:1px solid #cbd5e1; padding:6px 9px; vertical-align:middle; }
+  table.grid thead th { background:#dbeafe; font-weight:700; text-align:center; font-size:.86rem; line-height:1.25; }
+  table.grid thead th.left { text-align:left; }
+  .ref-col    { width:52px; text-align:center; }
+  .chk-col    { min-width:104px; text-align:center; }
+  .chk-col input { width:18px; height:18px; }
+  .people-table thead th { background:#dcfce7; }
+  .hdr-table td { border:1px solid #cbd5e1; padding:6px 9px; }
+  .hdr-table .lbl { background:#f8fafc; font-weight:600; width:170px; white-space:nowrap; }
+  .hdr-table input { border:none; outline:none; width:100%; }
+  .hdr-table input:focus { background:#eff6ff; }
+  .cell-input { border:1px solid transparent; background:transparent; width:100%;
+                padding:2px 4px; border-radius:4px; }
+  .cell-input:focus { border-color:#1a6fb5; background:#fff; outline:none; }
+  .col-person { font-weight:700; font-size:.84rem; line-height:1.2; }
+  .col-role   { font-weight:400; font-size:.76rem; color:#4b5563; display:block; margin-top:2px; }
+  .cell-na    { color:#cbd5e1; }
+  .office-note { color:#6b7280; font-size:.82rem; }
+  .note-list  { font-size:.92rem; }
+  .scroll-x   { overflow-x:auto; }
+  .empty-hint { border:1px dashed #cbd5e1; border-radius:8px; padding:20px;
+                text-align:center; color:#6b7280; }
+  /* Honeypot — hidden from humans, visible to naive bots. Not type=hidden:
+     some bots skip those. */
+  .hp { position:absolute; left:-9999px; width:1px; height:1px; overflow:hidden; }
+  @media (max-width: 820px) {
+    .sheet { padding:18px 14px 30px; margin:10px; }
+    table.grid { font-size:.8rem; }
+    .chk-col { min-width:70px; }
+  }
+  @media print {
+    body { background:#fff; }
+    .sheet { border:none; margin:0; max-width:none; }
+    .no-print { display:none !important; }
+  }
+</style>
+</head>
+<body>
+<div class="sheet">
+
+  <h1 class="form-title">JQC Enrollment Form</h1>
+  <div class="form-sub">{{ tenant_branding.display_name if tenant_branding else 'Janitorial QC' }}</div>
+
+  {% with messages = get_flashed_messages(with_categories=true) %}
+    {% if messages %}
+      {% for category, message in messages %}
+      <div class="alert alert-{{ category }} no-print">{{ message }}</div>
+      {% endfor %}
+    {% endif %}
+  {% endwith %}
+
+  <noscript>
+    <div class="alert alert-warning no-print">
+      This form needs JavaScript enabled — the task table is built from the
+      people you add. Please enable JavaScript, or contact us and we will send
+      you a printable copy.
+    </div>
+  </noscript>
+
+  <form method="POST" action="{{ url_for('enrollment.submit') }}" id="enrollForm">
+    <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+
+    {# Honeypot — must stay empty. #}
+    <div class="hp" aria-hidden="true">
+      <label>Website<input type="text" name="website" tabindex="-1" autocomplete="off"></label>
+    </div>
+
+    {# ── Header ─────────────────────────────────────────────────────── #}
+    {# The printed sheet carried a blank "for office use" block here. It is not
+       rendered on the web form — a customer cannot fill it in. Those fields
+       still exist and are filled by staff on the admin detail page. #}
+    <div class="row g-3 mb-2">
+      <div class="col-12 col-lg-8">
+        <table class="hdr-table" style="width:100%;">
+          <tr>
+            <td class="lbl">Project Name</td>
+            <td><input type="text" name="project_name" required maxlength="200"
+                       value="{{ submitted.project_name if submitted else '' }}"></td>
+          </tr>
+          <tr>
+            <td class="lbl">Request by:</td>
+            <td><input type="text" name="request_by" required maxlength="200"
+                       placeholder="Your name"
+                       value="{{ submitted.request_by if submitted else '' }}"></td>
+          </tr>
+          <tr>
+            <td class="lbl">Requester email:</td>
+            <td><input type="email" name="requester_email" required maxlength="200"
+                       placeholder="you@company.com"
+                       value="{{ submitted.requester_email if submitted else '' }}"></td>
+          </tr>
+          <tr>
+            <td class="lbl">Date Requested:</td>
+            <td><input type="date" name="date_requested"
+                       value="{{ submitted.date_requested if submitted else '' }}"></td>
+          </tr>
+        </table>
+        <div class="form-text mt-1">
+          We send your confirmation, with a copy of everything below, to the
+          requester email.
+        </div>
+      </div>
+    </div>
+
+    {# ── Step 1 — the people ────────────────────────────────────────── #}
+    <div class="step-head">
+      Step 1: <span>Please list everyone who needs access. Each person will
+      receive an email invitation at the address you provide.</span>
+    </div>
+
+    <div class="scroll-x">
+    <table class="grid people-table">
+      <thead>
+        <tr>
+          <th class="ref-col">No.</th>
+          <th class="left" style="min-width:190px;">Role</th>
+          <th class="left" style="min-width:190px;">First and last name</th>
+          <th class="left" style="min-width:160px;">Job Title</th>
+          <th class="left" style="min-width:210px;">Email Address</th>
+          <th style="width:52px;"></th>
+        </tr>
+      </thead>
+      <tbody id="peopleBody"><!-- rows injected by JS --></tbody>
+    </table>
+    </div>
+
+    <div class="mt-2 no-print">
+      <button type="button" class="btn btn-sm btn-outline-primary" id="addPersonBtn">
+        <i class="bi bi-plus-lg"></i> Add another person
+      </button>
+      <span class="text-muted small ms-2" id="peopleCount"></span>
+    </div>
+
+    {# ── Step 2 — the task matrix, built from Step 1 ────────────────── #}
+    <div class="step-head">
+      Step 2: <span>Please check the task/function for each user, or apply our
+      recommended selection and adjust it.</span>
+    </div>
+
+    <div class="mb-2 no-print">
+      <button type="button" class="btn btn-sm btn-primary" id="recommendBtn">
+        <i class="bi bi-magic"></i> Recommendation selection
+      </button>
+      <button type="button" class="btn btn-sm btn-outline-secondary ms-1" id="clearBtn">
+        Clear all
+      </button>
+      <div class="form-text">
+        Our recommendation keeps administrators and directors from receiving an
+        overwhelming number of email notifications. You can change any box afterwards.
+      </div>
+    </div>
+
+    <div class="scroll-x" id="matrixWrap"><!-- table injected by JS --></div>
+
+    {# Rows that come WITH the role rather than being switched on per person.
+       Ticking them records what you expect; it does not change access. #}
+    <div class="form-text mt-2">
+      Rows
+      {% for ref in schema.ROLE_IMPLIED_TASKS | sort %}{% if not loop.first %}{{ ', ' if not loop.last else ' and ' }}{% endif %}{{ ref }}{% endfor %}
+      ({% for ref in schema.ROLE_IMPLIED_TASKS | sort %}{{ schema.TASK_LABELS[ref] }}{{ '; ' if not loop.last }}{% endfor %})
+      are included with the user's role where their access allows it — tick them
+      to record what you expect. The remaining rows control which email and
+      in-app notifications each user receives.
+    </div>
+
+    {# ── Step 3 — mobile app ────────────────────────────────────────── #}
+    <div class="step-head">
+      Step 3: <span>Please check the box next to the user who will receive the
+      app for smart devices.</span>
+    </div>
+
+    <div class="scroll-x" id="mobileWrap"><!-- table injected by JS --></div>
+
+    {# ── Notes ──────────────────────────────────────────────────────── #}
+    <div class="step-head">Anything else we should know? <span>(optional)</span></div>
+    <textarea name="notes" class="form-control" rows="3" maxlength="2000"
+              placeholder="Special requirements, timing, additional users…">{{ submitted.notes if submitted else '' }}</textarea>
+
+    <div class="step-head">Note:</div>
+    <ol class="note-list">
+      {% for note in schema.NOTES %}<li>{{ note }}</li>{% endfor %}
+    </ol>
+
+    <div class="d-flex gap-2 mt-4 no-print">
+      <button type="submit" class="btn btn-primary px-4" id="submitBtn">
+        <i class="bi bi-send"></i> Submit Enrollment
+      </button>
+      <button type="button" class="btn btn-outline-secondary" onclick="window.print()">
+        <i class="bi bi-printer"></i> Print
+      </button>
+    </div>
+  </form>
+</div>
+
+<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
+<script>
+(function () {
+  'use strict';
+
+  // ── Data handed over from schema.py — the single source of truth ────────
+  var ROLES          = {{ schema.ROLES | tojson }};
+  var TASKS          = {{ schema.TASKS | tojson }};
+  var ADMIN_ROLES    = {{ schema.ADMIN_ROLES | list | tojson }};
+  var RECOMMENDATION = {{ schema.recommendation_map() | tojson }};
+  var DEFAULT_ROLE   = {{ schema.DEFAULT_FIRST_ROLE | tojson }};
+  var MOBILE_LABEL   = {{ schema.MOBILE_APP_LABEL | tojson }};
+  var MAX_PEOPLE     = {{ schema.MAX_PEOPLE | tojson }};
+  var SEED           = {{ seed_people | tojson }};
+
+  var peopleBody  = document.getElementById('peopleBody');
+  var matrixWrap  = document.getElementById('matrixWrap');
+  var mobileWrap  = document.getElementById('mobileWrap');
+  var countLabel  = document.getElementById('peopleCount');
+
+  // Row indexes only ever increase, so removing a middle row can never make a
+  // new row reuse a departed row's field names. The server re-keys people by
+  // position on receipt, so gaps here are harmless.
+  var nextIndex = 0;
+
+  function isAdminRole(role) { return ADMIN_ROLES.indexOf(role) !== -1; }
+
+  function esc(s) {
+    return String(s == null ? '' : s)
+      .replace(/&/g,'&amp;').replace(/</g,'&lt;')
+      .replace(/>/g,'&gt;').replace(/"/g,'&quot;');
+  }
+
+  // ── Step 1 rows ─────────────────────────────────────────────────────────
+  function addPerson(seed) {
+    if (peopleBody.rows.length >= MAX_PEOPLE) return;
+    seed = seed || {};
+    var i = nextIndex++;
+    var tr = document.createElement('tr');
+    tr.dataset.index = i;
+
+    var options = ROLES.map(function (r) {
+      var sel = (seed.role || DEFAULT_ROLE) === r[0] ? ' selected' : '';
+      return '<option value="' + esc(r[0]) + '"' + sel + '>' + esc(r[1]) + '</option>';
+    }).join('');
+
+    tr.innerHTML =
+      '<td class="ref-col row-num"></td>' +
+      '<td><select class="form-select form-select-sm person-role" ' +
+          'name="person_' + i + '_role" aria-label="Role">' + options + '</select></td>' +
+      '<td><input type="text" class="cell-input person-name" name="person_' + i + '_name" ' +
+          'maxlength="200" placeholder="First and last name" value="' + esc(seed.name) + '"></td>' +
+      '<td><input type="text" class="cell-input" name="person_' + i + '_job_title" ' +
+          'maxlength="200" placeholder="Job title" value="' + esc(seed.job_title) + '"></td>' +
+      '<td><input type="email" class="cell-input" name="person_' + i + '_email" ' +
+          'maxlength="200" placeholder="name@company.com" value="' + esc(seed.email) + '"></td>' +
+      '<td class="text-center no-print">' +
+        '<button type="button" class="btn btn-sm btn-link text-danger p-0 remove-person" ' +
+                'title="Remove this person" aria-label="Remove this person">' +
+          '<i class="bi bi-x-circle"></i></button></td>';
+
+    peopleBody.appendChild(tr);
+
+    if (seed.tasks) { tr.dataset.seedTasks = seed.tasks.join(','); }
+    if (seed.mobile) { tr.dataset.seedMobile = '1'; }
+    return tr;
+  }
+
+  function renumber() {
+    Array.prototype.forEach.call(peopleBody.rows, function (tr, n) {
+      tr.querySelector('.row-num').textContent = n + 1;
+    });
+    var n = peopleBody.rows.length;
+    countLabel.textContent = n + (n === 1 ? ' person' : ' people')
+                             + (n >= MAX_PEOPLE ? ' (maximum reached)' : '');
+    // Never let the last row be removed — the form needs at least one person.
+    Array.prototype.forEach.call(peopleBody.rows, function (tr) {
+      tr.querySelector('.remove-person').style.visibility = n > 1 ? '' : 'hidden';
+    });
+    document.getElementById('addPersonBtn').disabled = n >= MAX_PEOPLE;
+  }
+
+  // ── Read the current people out of Step 1 ───────────────────────────────
+  function currentPeople() {
+    return Array.prototype.map.call(peopleBody.rows, function (tr, n) {
+      var name = tr.querySelector('.person-name').value.trim();
+      var role = tr.querySelector('.person-role').value;
+      return {
+        index: tr.dataset.index,
+        role:  role,
+        label: name || ('Person ' + (n + 1)),
+        roleLabel: (ROLES.filter(function (r) { return r[0] === role; })[0] || ['', role])[1]
+      };
+    });
+  }
+
+  // ── Step 2 + Step 3 tables ──────────────────────────────────────────────
+  // Rebuilt whenever Step 1 changes. Existing ticks are preserved by field
+  // name, so renaming someone or adding a colleague never clears the grid.
+  function renderMatrix() {
+    var people = currentPeople();
+    var checked = {};
+    document.querySelectorAll('.matrix-box:checked, .mobile-box:checked')
+      .forEach(function (cb) { checked[cb.name] = true; });
+
+    // Seeded state from a validation-error re-render, applied once.
+    Array.prototype.forEach.call(peopleBody.rows, function (tr) {
+      if (tr.dataset.seedTasks) {
+        tr.dataset.seedTasks.split(',').filter(Boolean).forEach(function (ref) {
+          checked['task_' + ref + '_person_' + tr.dataset.index] = true;
+        });
+        delete tr.dataset.seedTasks;
+      }
+      if (tr.dataset.seedMobile) {
+        checked['mobile_person_' + tr.dataset.index] = true;
+        delete tr.dataset.seedMobile;
+      }
+    });
+
+    if (!people.length) {
+      matrixWrap.innerHTML = '<div class="empty-hint">Add someone in Step 1 and ' +
+                             'their column will appear here.</div>';
+      mobileWrap.innerHTML = '';
+      return;
+    }
+
+    var head = '<tr><th class="ref-col">Ref</th>' +
+               '<th class="left">Role Descriptions: Tasks and Functions</th>' +
+               people.map(function (p) {
+                 return '<th class="chk-col"><span class="col-person">' + esc(p.label) +
+                        '</span><span class="col-role">' + esc(p.roleLabel) + '</span></th>';
+               }).join('') + '</tr>';
+
+    var body = TASKS.map(function (t) {
+      var ref = t[0], label = t[1], scope = t[2];
+      var cells = people.map(function (p) {
+        // An admin-only row offers no cell to an inspector — matching the
+        // server, which refuses to record one.
+        if (scope !== 'all' && !isAdminRole(p.role)) {
+          return '<td class="chk-col cell-na" title="Not available for this role">·</td>';
+        }
+        var nm = 'task_' + ref + '_person_' + p.index;
+        return '<td class="chk-col"><input type="checkbox" class="form-check-input matrix-box" ' +
+               'name="' + nm + '" data-ref="' + ref + '" data-index="' + p.index + '" ' +
+               'aria-label="' + esc(label) + ' — ' + esc(p.label) + '"' +
+               (checked[nm] ? ' checked' : '') + '></td>';
+      }).join('');
+      return '<tr><td class="ref-col">' + ref + '</td><td>' + esc(label) + '</td>' + cells + '</tr>';
+    }).join('');
+
+    matrixWrap.innerHTML = '<table class="grid"><thead>' + head + '</thead><tbody>' +
+                           body + '</tbody></table>';
+
+    var mobileCells = people.map(function (p) {
+      var nm = 'mobile_person_' + p.index;
+      return '<td class="chk-col"><input type="checkbox" class="form-check-input mobile-box" ' +
+             'name="' + nm + '" aria-label="Mobile app — ' + esc(p.label) + '"' +
+             (checked[nm] ? ' checked' : '') + '></td>';
+    }).join('');
+
+    mobileWrap.innerHTML =
+      '<table class="grid"><thead><tr><th class="ref-col">No.</th>' +
+      '<th class="left">Mobile App</th>' +
+      people.map(function (p) {
+        return '<th class="chk-col"><span class="col-person">' + esc(p.label) + '</span></th>';
+      }).join('') +
+      '</tr></thead><tbody><tr><td class="ref-col">7</td><td>' + esc(MOBILE_LABEL) + '</td>' +
+      mobileCells + '</tr></tbody></table>';
+  }
+
+  // ── Recommendation preset ───────────────────────────────────────────────
+  // Applies the mapping from schema.RECOMMENDATION for each person's role.
+  // Overwrites the grid (that is what "apply the recommendation" means), and
+  // leaves Step 3 alone — who carries a tablet is not something we can guess.
+  function applyRecommendation() {
+    var roleByIndex = {};
+    Array.prototype.forEach.call(peopleBody.rows, function (tr) {
+      roleByIndex[tr.dataset.index] = tr.querySelector('.person-role').value;
+    });
+    document.querySelectorAll('.matrix-box').forEach(function (cb) {
+      var preset = RECOMMENDATION[roleByIndex[cb.dataset.index]] || {};
+      cb.checked = !!preset[cb.dataset.ref];
+    });
+  }
+
+  // ── Wiring ──────────────────────────────────────────────────────────────
+  document.getElementById('addPersonBtn').addEventListener('click', function () {
+    addPerson(); renumber(); renderMatrix();
+    var rows = peopleBody.rows;
+    rows[rows.length - 1].querySelector('.person-name').focus();
+  });
+
+  peopleBody.addEventListener('click', function (e) {
+    var btn = e.target.closest('.remove-person');
+    if (!btn || peopleBody.rows.length <= 1) return;
+    btn.closest('tr').remove();
+    renumber(); renderMatrix();
+  });
+
+  // Role changes the available cells; the name changes the column heading.
+  peopleBody.addEventListener('change', function (e) {
+    if (e.target.classList.contains('person-role')) renderMatrix();
+  });
+  peopleBody.addEventListener('input', function (e) {
+    if (e.target.classList.contains('person-name')) renderMatrix();
+  });
+
+  document.getElementById('recommendBtn').addEventListener('click', applyRecommendation);
+  document.getElementById('clearBtn').addEventListener('click', function () {
+    document.querySelectorAll('.matrix-box, .mobile-box').forEach(function (cb) {
+      cb.checked = false;
+    });
+  });
+
+  // Disable on first submit — a double tap must not file two enrollments.
+  document.getElementById('enrollForm').addEventListener('submit', function () {
+    var btn = document.getElementById('submitBtn');
+    btn.disabled = true;
+    btn.innerHTML = 'Submitting…';
+  });
+
+  // ── Initial state ───────────────────────────────────────────────────────
+  if (SEED && SEED.length) {
+    SEED.forEach(function (p) { addPerson(p); });
+  } else {
+    addPerson();                       // one administrative contact to start
+  }
+  renumber();
+  renderMatrix();
+})();
+</script>
+</body>
+</html>

app/enrollment/templates/enrollment/submitted.html

@@ -0,0 +1,46 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+<meta charset="UTF-8">
+<meta name="viewport" content="width=device-width, initial-scale=1.0">
+<meta name="robots" content="noindex, nofollow">
+<title>Enrollment received — JQC</title>
+<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
+<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.0/font/bootstrap-icons.css">
+<style>
+  body  { background:#f1f5f9; }
+  .card-wrap { max-width:600px; margin:80px auto; }
+</style>
+</head>
+<body>
+<div class="card-wrap">
+  <div class="card shadow-sm border-0">
+    <div class="card-body text-center p-5">
+      <i class="bi bi-check-circle-fill text-success" style="font-size:3.2rem;"></i>
+      <h1 class="h4 mt-3 mb-2">Thank you — your enrollment form has been received.</h1>
+      <p class="text-muted mb-4">
+        Our team will set up the accounts you listed. Each user will receive an
+        email invitation with sign-in instructions, and a quick guide for the
+        web portal and the mobile app.
+      </p>
+      {% if email %}
+      <p class="mb-4">
+        <i class="bi bi-envelope-check text-success"></i>
+        A confirmation has been sent to <strong>{{ email }}</strong>.
+      </p>
+      {% endif %}
+      {% if reference %}
+      <div class="border rounded-3 p-3 bg-light d-inline-block">
+        <div class="text-muted small">Your reference number</div>
+        <div class="fw-bold" style="letter-spacing:.02em;">{{ reference }}</div>
+      </div>
+      <p class="text-muted small mt-3 mb-0">
+        Please quote this reference if you contact us about your enrollment.
+      </p>
+      {% endif %}
+    </div>
+  </div>
+  <div class="text-center text-muted small mt-3">{{ tenant_branding.display_name if tenant_branding else 'Janitorial QC' }}</div>
+</div>
+</body>
+</html>

app/models/__init__.py

@@ -1,11 +1,13 @@
 from app.models.user import User
 from app.models.facility import Facility, Area
 from app.models.inspection import (InspectionTemplate, ChecklistItem,
-                                   Inspection, InspectionResult)
+                                   Inspection, InspectionResult,
+                                   TemplateContract)
 from app.models.issue import Issue
 from app.models.project import Project, CustomerAssignment
 from app.models.project_recipient import ProjectNotificationRecipient
 from app.models.api_token import RefreshToken, DeviceToken
 from app.models.notification_matrix import NotificationMatrix
+from app.models.user_notification_matrix import UserNotificationMatrix
 from app.models.inspection_schedule import InspectionSchedule
 from app.models.work_order import IssueWorkOrder

app/models/facility.py

@@ -42,6 +42,18 @@ class Area(db.Model):
     name = db.Column(db.String(255), nullable=False)
     area_type = db.Column(db.String(50))
 
+    # phase42: unguessable token behind the public area scan page (/f/area/<token>).
+    # NULL until first requested — ensure_qr_token() generates it lazily, exactly
+    # like Facility.qr_token above.
+    qr_token = db.Column(db.String(64), unique=True, nullable=True)
+
+    def ensure_qr_token(self):
+        """Generate the QR token on first use. Caller commits."""
+        if not self.qr_token:
+            import secrets
+            self.qr_token = secrets.token_urlsafe(32)
+        return self.qr_token
+
     # Relationships
     inspections = db.relationship('Inspection', backref='area', lazy='dynamic')
     issues = db.relationship('Issue', backref='area', lazy='dynamic')

app/models/inspection.py

@@ -3,6 +3,43 @@ from app.utils.time_utils import now_eastern
 import json
 
 
+class TemplateContract(db.Model):
+    """Restricts a form to specific contracts (phase52).
+
+    A customer's bespoke form must not be visible to — or startable against —
+    another customer's facilities. One row = "this template is available on
+    this contract".
+
+    **No rows means the template is SHARED** (available on every contract), not
+    "available nowhere". That is what makes the feature additive: every
+    template that existed before phase52 has no rows, so nothing changed on
+    deploy, and a form becomes customer-specific only when an admin attaches it
+    to at least one contract. The empty-set-means-all convention is the whole
+    migration story — do not "fix" it to mean the opposite.
+    """
+
+    __tablename__ = 'template_contracts'
+
+    id          = db.Column(db.Integer, primary_key=True)
+    template_id = db.Column(db.Integer,
+                            db.ForeignKey('inspection_templates.id', ondelete='CASCADE'),
+                            nullable=False, index=True)
+    project_id  = db.Column(db.Integer,
+                            db.ForeignKey('projects.id', ondelete='CASCADE'),
+                            nullable=False, index=True)
+    created_at  = db.Column(db.DateTime, default=now_eastern, nullable=False)
+
+    project = db.relationship('Project', backref='template_contracts')
+
+    __table_args__ = (
+        db.UniqueConstraint('template_id', 'project_id',
+                            name='uq_template_contract'),
+    )
+
+    def __repr__(self):
+        return f'<TemplateContract template={self.template_id} project={self.project_id}>'
+
+
 class InspectionTemplate(db.Model):
     __tablename__ = 'inspection_templates'
 
@@ -18,6 +55,82 @@ class InspectionTemplate(db.Model):
     checklist_items = db.relationship('ChecklistItem', backref='template', lazy='dynamic', cascade='all, delete-orphan')
     inspections     = db.relationship('Inspection', backref='template', lazy='dynamic')
 
+    # phase52 — contract restrictions. Deleting a template removes its links.
+    contract_links  = db.relationship('TemplateContract', backref='template',
+                                      lazy='dynamic',
+                                      cascade='all, delete-orphan')
+
+    # ── Contract availability (phase52) ──────────────────────────────────
+
+    @property
+    def contract_ids(self):
+        """Project ids this form is restricted to; empty = shared with all."""
+        return sorted(l.project_id for l in self.contract_links.all())
+
+    @property
+    def is_shared(self):
+        """True when the form carries no restriction and is available anywhere."""
+        return self.contract_links.count() == 0
+
+    def available_for_project(self, project_id):
+        """Can this form be used on `project_id`?
+
+        Shared forms are usable anywhere, including on a facility that has no
+        contract at all. A restricted form needs an explicit link, so a
+        facility with no contract (project_id None) can only ever use shared
+        forms — fail-closed, which is the right side to err on.
+        """
+        if self.is_shared:
+            return True
+        if project_id is None:
+            return False
+        return project_id in set(self.contract_ids)
+
+    @staticmethod
+    def available_query(project_id, active_only=True):
+        """Query of templates usable on `project_id` (shared + linked).
+
+        The single definition of "which forms may this contract use". Every
+        picker, the POST validation behind it, and the mobile API all go
+        through here so they cannot disagree — a picker that offers more than
+        the validator accepts silently drops work (see rule 93 for the same
+        failure in the assignee dropdown).
+        """
+        q = InspectionTemplate.query
+        if active_only:
+            q = q.filter(InspectionTemplate.active == True)
+
+        shared = ~InspectionTemplate.contract_links.any()
+        if project_id is None:
+            # No contract to match against — only unrestricted forms apply.
+            return q.filter(shared).order_by(InspectionTemplate.name)
+
+        linked = InspectionTemplate.contract_links.any(
+            TemplateContract.project_id == project_id
+        )
+        return q.filter(db.or_(shared, linked)).order_by(InspectionTemplate.name)
+
+    def set_contracts(self, project_ids):
+        """Replace this form's contract restrictions.
+
+        Pass an empty list to make the form shared again. Does NOT commit —
+        the caller owns the transaction. Returns True if anything changed.
+        """
+        wanted   = {int(p) for p in project_ids or []}
+        existing = {l.project_id: l for l in self.contract_links.all()}
+
+        changed = False
+        for pid, link in existing.items():
+            if pid not in wanted:
+                db.session.delete(link)
+                changed = True
+        for pid in wanted:
+            if pid not in existing:
+                db.session.add(TemplateContract(template_id=self.id, project_id=pid))
+                changed = True
+        return changed
+
+
     def get_form_schema(self):
         if self.form_schema is None:
             return []
@@ -57,6 +170,13 @@ class Inspection(db.Model):
     template_id     = db.Column(db.Integer, db.ForeignKey('inspection_templates.id'), nullable=False)
     facility_id     = db.Column(db.Integer, db.ForeignKey('facilities.id'), nullable=False)
     area_id         = db.Column(db.Integer, db.ForeignKey('areas.id'))
+    # phase43: set when this inspection was started from / materialised by a
+    # schedule. ON DELETE SET NULL — deleting a schedule never deletes history.
+    inspection_schedule_id = db.Column(
+        db.Integer,
+        db.ForeignKey('inspection_schedules.id', ondelete='SET NULL'),
+        nullable=True, index=True
+    )
     inspector_id    = db.Column(db.Integer, db.ForeignKey('users.id'), nullable=False)
     inspection_date = db.Column(db.DateTime, nullable=False, default=now_eastern)
     overall_score   = db.Column(db.Numeric(5, 2))
@@ -74,11 +194,91 @@ class Inspection(db.Model):
     )
     follow_up_required = db.Column(db.Boolean, nullable=False, default=False)
     follow_up_note     = db.Column(db.Text, nullable=True)
+    # phase49 — WHO asked for the follow-up and when. `follow_up_required` alone
+    # cannot distinguish a client request from an internal one, and staff need to
+    # know who is waiting. Set by flag_followup(), nulled by clear_followup().
+    # NULL on every pre-phase49 row, which the UI renders as an unattributed
+    # follow-up exactly as before.
+    follow_up_requested_by = db.Column(
+        db.Integer,
+        db.ForeignKey('users.id', ondelete='SET NULL',
+                      name='fk_inspections_follow_up_requested_by'),
+        nullable=True,
+    )
+    follow_up_requested_at = db.Column(db.DateTime, nullable=True)
+
+    # phase56 — who is to PERFORM the follow-up re-inspection.
+    #
+    # NULL keeps the original behaviour: the follow-up belongs to the
+    # inspection's own inspector. When set, that person owns it instead — they
+    # are the one notified, and the one it appears for on the iPad. Lets a
+    # director (or a Customer Director) hand a re-inspection to someone other
+    # than whoever did the original.
+    #
+    # This is the THIRD FK from inspections to users: every relationship
+    # spanning the two must pin foreign_keys explicitly, or the mapper is
+    # ambiguous and blows up on first ORM USE rather than at import — the app
+    # starts cleanly and then every request 500s.
+    follow_up_assigned_to = db.Column(
+        db.Integer,
+        db.ForeignKey('users.id', ondelete='SET NULL',
+                      name='fk_inspections_followup_assignee'),
+        nullable=True,
+    )
 
     results     = db.relationship('InspectionResult', backref='inspection', lazy='dynamic', cascade='all, delete-orphan')
     issues      = db.relationship('Issue', backref='inspection', lazy='dynamic', cascade='all, delete-orphan')
     follow_ups  = db.relationship('Inspection', backref=db.backref('parent', remote_side='Inspection.id'),
                                   lazy='dynamic', foreign_keys='Inspection.parent_inspection_id')
+    # phase49. Explicit foreign_keys is required: inspector_id also points at
+    # users.id, so SQLAlchemy cannot infer which column this relationship uses.
+    follow_up_requester = db.relationship('User',
+                                          foreign_keys=[follow_up_requested_by])
+    follow_up_assignee  = db.relationship('User',
+                                          foreign_keys=[follow_up_assigned_to])
+
+    @property
+    def follow_up_owner(self):
+        """Who is expected to carry out the follow-up.
+
+        The explicit assignee when one is set, otherwise the inspection's own
+        inspector — the single definition of ownership, so the web display, the
+        notification and the mobile API filter cannot disagree about who owns a
+        follow-up.
+        """
+        return self.follow_up_assignee or self.inspector
+
+    @staticmethod
+    def follow_up_owned_by(user_id):
+        """SQL predicate: *user_id* owns this inspection's follow-up.
+
+        The query-side mirror of `follow_up_owner` above. Ownership has to be
+        expressed twice — once for a loaded row, once in SQL — so both live
+        here, together, and every caller uses one of them.
+
+        The two arms are mutually exclusive on purpose. Drop the `is_(None)`
+        from the second and an inspector keeps matching a follow-up that was
+        handed to someone else: two people turn up for the same re-inspection.
+
+        Callers: the mobile list filter, the web dashboard card, and the iPad
+        stats KPI. They previously each wrote their own version, and three of
+        them tested AUTHORSHIP — so an assignee saw the work in their list but
+        a 0 on both dashboards.
+        """
+        return db.or_(
+            Inspection.follow_up_assigned_to == user_id,
+            db.and_(
+                Inspection.follow_up_assigned_to.is_(None),
+                Inspection.inspector_id == user_id,
+            ),
+        )
+
+    # The schedule this inspection was started from / materialised by, so the
+    # detail view can show the cadence and who set it up. Explicit foreign_keys
+    # again: inspection_schedules.parent_inspection_id points back here (phase48),
+    # so neither side's join is inferable.
+    inspection_schedule = db.relationship(
+        'InspectionSchedule', foreign_keys=[inspection_schedule_id])
 
     def __repr__(self):
         return f'<Inspection {self.id} - {self.inspection_date}>'

app/models/inspection_schedule.py

@@ -13,12 +13,107 @@ their queue and fills it out through the normal execute flow.
 
 This is purely additive: no existing inspection behaviour changes. A schedule is
 just an automated `inspections.start()`.
+
+phase43 adds the single-tenant "plan" semantics alongside that:
+
+  mode='auto' (default, phase34 behaviour)
+      Cron materialises the Inspection at next_run_at and notifies the inspector.
+
+  mode='plan' (ST behaviour)
+      Nothing is materialised. The schedule is a commitment with a due date; the
+      assigned inspector clicks "Start", which creates the Inspection linked back
+      via Inspection.inspection_schedule_id. Reminders fire in advance / on the
+      due date / once overdue. Completing the inspection calls fulfill(), which
+      deactivates a one-time schedule or rolls a recurring one forward.
+
+`next_run_at` is the due datetime for both modes.
+
+phase45/46/47 port the single-tenant recurrence + end-date model
+(ST phase43 + phase44) onto this table without renaming anything:
+
+  phase45  frequency ENUM gains 'once', 'bi-annually' and 'annually'
+  phase46  weekdays / month_mode / day_of_month / nth_week / nth_weekday
+  phase47  end_date
+
+`next_run_at` keeps its name, its DATETIME type and its index — it remains the
+due datetime, and is ST's `next_due_date` by another name. All recurrence maths
+happens on its DATE part; the TIME part is preserved across roll-forwards
+(defaulting to 06:00, the hour `_compute_next_run()` has always used) so the
+auto-mode cron keeps firing at the same time of day.
+
+Two dates, deliberately distinct:
+  next_run_at — mutable state. The next occurrence. Rewritten by fulfill()
+                after every completed inspection.
+  end_date    — fixed boundary. The last date an occurrence may fall on, set by
+                the manager and never rewritten. NULL = repeat indefinitely.
 """
 
+import calendar
+from datetime import date, datetime, time, timedelta
+
 from app import db
 from app.utils.time_utils import now_eastern
 
 
+# Every frequency this table accepts (phase45). 'bi-annually' is every 6 months.
+FREQUENCY_CHOICES = ('once', 'daily', 'weekly', 'monthly',
+                     'quarterly', 'bi-annually', 'annually')
+
+# Recurring frequencies that advance by whole calendar months.
+_MONTH_STEPS = {
+    'monthly':     1,
+    'quarterly':   3,
+    'bi-annually': 6,
+    'annually':   12,
+}
+
+# Monthly recurrence styles (phase46). Stored as VARCHAR, not ENUM, so adding a
+# style later needs no 3-step MySQL ENUM migration.
+MONTH_MODE_DAY = 'day_of_month'    # "the 15th of every month"
+MONTH_MODE_NTH = 'nth_weekday'     # "the 2nd Tuesday of every month"
+
+# Python weekday numbering: Monday=0 … Sunday=6 (matches date.weekday()).
+WEEKDAY_NAMES  = ('Monday', 'Tuesday', 'Wednesday', 'Thursday',
+                  'Friday', 'Saturday', 'Sunday')
+WEEKDAY_ABBREV = ('Mon', 'Tue', 'Wed', 'Thu', 'Fri', 'Sat', 'Sun')
+
+# nth_week: 1–4 are literal, 5 means "5th (or last if the month is short)",
+# -1 means "last" explicitly.
+NTH_WEEK_LABELS = {1: '1st', 2: '2nd', 3: '3rd', 4: '4th', 5: '5th', -1: 'Last'}
+
+# The hour auto-mode schedules have always been due at (see _compute_next_run()
+# in app/routes/inspection_schedules.py). Used when a schedule has no
+# next_run_at yet and therefore no time-of-day to preserve.
+DEFAULT_RUN_HOUR = 6
+
+
+def _last_day_of(year, month):
+    return calendar.monthrange(year, month)[1]
+
+
+def _shift_month(year, month, n=1):
+    """Return (year, month) shifted by *n* months."""
+    idx = year * 12 + (month - 1) + n
+    return idx // 12, idx % 12 + 1
+
+
+def _nth_weekday_of(year, month, weekday, nth):
+    """Date of the *nth* *weekday* in a month.
+
+    ``nth == -1`` means the last one. A requested 5th occurrence that does not
+    exist falls back to the 4th, so every month yields a valid date.
+    """
+    last = _last_day_of(year, month)
+    if nth == -1:
+        d = date(year, month, last)
+        return d - timedelta(days=(d.weekday() - weekday) % 7)
+    first = date(year, month, 1)
+    day = 1 + ((weekday - first.weekday()) % 7) + (nth - 1) * 7
+    while day > last:
+        day -= 7
+    return date(year, month, day)
+
+
 class InspectionSchedule(db.Model):
     __tablename__ = 'inspection_schedules'
 
@@ -42,13 +137,55 @@ class InspectionSchedule(db.Model):
         nullable=False
     )
 
-    # daily | weekly | monthly | quarterly — mirrors InspectionTemplate.frequency
+    # once | daily | weekly | monthly | quarterly | bi-annually | annually
+    # (phase45 — 'once', 'bi-annually' and 'annually' added; the original four
+    # values are unchanged, so no existing row is affected.)
     frequency    = db.Column(
-        db.Enum('daily', 'weekly', 'monthly', 'quarterly'),
+        db.Enum(*FREQUENCY_CHOICES),
         nullable=False, default='weekly'
     )
     active       = db.Column(db.Boolean, nullable=False, default=True)
 
+    # phase43: 'auto' = cron materialises the inspection (phase34 behaviour,
+    # the default for every pre-existing row); 'plan' = the inspector starts it.
+    mode         = db.Column(db.Enum('auto', 'plan'), nullable=False, default='auto')
+    notes        = db.Column(db.Text, nullable=True)
+
+    # ── Follow-up link (phase48) ─────────────────────────────────────────────
+    # Set when this schedule was created as a follow-up of a specific completed
+    # inspection ("Schedule Follow-up" in the iPad's history detail — the
+    # deferred twin of "Re-inspect Now"). The inspection eventually started from
+    # this schedule inherits it as its own parent_inspection_id, so the run
+    # lands as a true linked re-inspection: pre-filled from the parent, and
+    # clearing the parent's follow_up_required on submit. NULL = an ordinary
+    # schedule, which is what every pre-phase48 row is.
+    parent_inspection_id = db.Column(
+        db.Integer,
+        # use_alter + an explicit name: inspections and inspection_schedules now
+        # reference each other, so metadata-driven CREATE/DROP cannot topologically
+        # sort them. The name matches the constraint phase48 creates, so the ORM's
+        # view of the schema and the migration's agree.
+        db.ForeignKey('inspections.id', ondelete='SET NULL',
+                      name='fk_inspection_schedules_parent_inspection',
+                      use_alter=True),
+        nullable=True, index=True,
+    )
+
+    # ── Receipt acknowledgement (phase50) ────────────────────────────────────
+    # Stamped when the assigned inspector confirms they received the request.
+    # NULL = awaiting confirmation.
+    #
+    # Per ASSIGNMENT, not per occurrence: fulfill() and advance_due_date()
+    # deliberately leave this alone as the schedule rolls forward, so an
+    # inspector who confirmed "yes, this weekly round is mine" is not asked
+    # again every week. The edit route resets it to NULL on reassignment to a
+    # DIFFERENT inspector, who has confirmed nothing.
+    #
+    # The acknowledger is always `inspector` — the only person the routes let
+    # confirm — so no separate acknowledged_by column is needed. Only meaningful
+    # for mode='plan'; an auto schedule has no request to receive.
+    acknowledged_at = db.Column(db.DateTime, nullable=True)
+
     created_by   = db.Column(
         db.Integer, db.ForeignKey('users.id', ondelete='SET NULL'),
         nullable=True
@@ -57,12 +194,307 @@ class InspectionSchedule(db.Model):
     last_run_at  = db.Column(db.DateTime, nullable=True)   # last successful materialisation
     next_run_at  = db.Column(db.DateTime, nullable=True)   # when the next inspection is due
 
+    # ── Recurrence detail (phase46) ──────────────────────────────────────────
+    # weekly  : CSV of Python weekday ints, e.g. '0,2,4' = Mon/Wed/Fri.
+    #           NULL/empty falls back to the legacy "every 7 days" behaviour.
+    # monthly and the other month-stepping frequencies:
+    #           month_mode picks which pair of columns applies —
+    #           MONTH_MODE_DAY → day_of_month;  MONTH_MODE_NTH → nth_week + nth_weekday.
+    #           NULL falls back to the legacy "same day next period" behaviour.
+    # Every pre-phase46 row keeps NULLs here and therefore keeps its exact
+    # current cadence.
+    weekdays     = db.Column(db.String(20), nullable=True)
+    month_mode   = db.Column(db.String(20), nullable=True)
+    day_of_month = db.Column(db.SmallInteger, nullable=True)
+    nth_week     = db.Column(db.SmallInteger, nullable=True)
+    nth_weekday  = db.Column(db.SmallInteger, nullable=True)
+
+    # ── End-date boundary (phase47) ──────────────────────────────────────────
+    # Fixed boundary set by the manager, never rewritten by the app — unlike
+    # next_run_at, which fulfill() advances after every completed inspection.
+    # NULL = repeat indefinitely, which is what every pre-phase47 row is. Only
+    # meaningful for recurring schedules; the create/edit routes force it to
+    # NULL when frequency == 'once'. Applies to BOTH modes: without it an auto
+    # schedule would keep materialising inspections past its boundary forever.
+    end_date     = db.Column(db.Date, nullable=True)
+
+    # phase43 — plan mode bookkeeping
+    last_completed_at = db.Column(db.DateTime, nullable=True)
+    # Per-occurrence reminder de-dup flags; reset when a recurring schedule rolls forward.
+    advance_notified  = db.Column(db.Boolean, nullable=False, default=False)
+    due_notified      = db.Column(db.Boolean, nullable=False, default=False)
+    overdue_notified  = db.Column(db.Boolean, nullable=False, default=False)
+
     # Relationships — explicit foreign_keys because two columns point at users.id.
     template  = db.relationship('InspectionTemplate', foreign_keys=[template_id])
     facility  = db.relationship('Facility',           foreign_keys=[facility_id])
     area      = db.relationship('Area',               foreign_keys=[area_id])
     inspector = db.relationship('User',               foreign_keys=[inspector_id])
     creator   = db.relationship('User',               foreign_keys=[created_by])
+    # phase48. Explicit foreign_keys is required, not optional: inspections and
+    # inspection_schedules now reference each other (Inspection
+    # .inspection_schedule_id points here, parent_inspection_id points back), so
+    # SQLAlchemy cannot infer the join for either side.
+    parent_inspection = db.relationship('Inspection',
+                                        foreign_keys=[parent_inspection_id])
+
+    @property
+    def is_follow_up(self):
+        """True when this schedule was created to follow up an inspection."""
+        return self.parent_inspection_id is not None
+
+    @property
+    def is_acknowledged(self):
+        """True once the assigned inspector has confirmed receipt (phase50)."""
+        return self.acknowledged_at is not None
+
+    FREQUENCY_LABELS = {
+        'once':        'One-time',
+        'daily':       'Daily',
+        'weekly':      'Weekly',
+        'monthly':     'Monthly',
+        'quarterly':   'Quarterly',
+        'bi-annually': 'Every 6 months',
+        'annually':    'Annually',
+    }
+
+    @property
+    def frequency_label(self):
+        return self.FREQUENCY_LABELS.get(self.frequency, self.frequency)
+
+    @property
+    def due_date(self):
+        """The due date (date part of next_run_at), or None."""
+        return self.next_run_at.date() if self.next_run_at else None
+
+    def is_overdue(self, today=None):
+        """True when an active schedule's due date has passed."""
+        if not self.active or self.next_run_at is None:
+            return False
+        today = today or now_eastern().date()
+        return self.next_run_at.date() < today
+
+    # ── Recurrence accessors (phase46) ───────────────────────────────────────
+
+    @property
+    def weekday_list(self):
+        """Selected weekdays as a sorted list of ints (Mon=0). [] if unset."""
+        if not self.weekdays:
+            return []
+        out = set()
+        for part in str(self.weekdays).split(','):
+            part = part.strip()
+            if part.lstrip('-').isdigit() and 0 <= int(part) <= 6:
+                out.add(int(part))
+        return sorted(out)
+
+    def set_weekdays(self, values):
+        """Store an iterable of weekday ints as the CSV column (None if empty)."""
+        clean = sorted({int(v) for v in (values or []) if 0 <= int(v) <= 6})
+        self.weekdays = ','.join(str(v) for v in clean) or None
+
+    @property
+    def recurrence_label(self):
+        """Human summary of the recurrence rule, e.g. 'Weekly · Mon, Wed, Fri'."""
+        base = self.frequency_label
+        if self.frequency == 'weekly':
+            days = self.weekday_list
+            if days:
+                return f"{base} · {', '.join(WEEKDAY_ABBREV[d] for d in days)}"
+        elif self.frequency in _MONTH_STEPS:
+            if self.month_mode == MONTH_MODE_NTH and self.nth_week and self.nth_weekday is not None:
+                nth = NTH_WEEK_LABELS.get(self.nth_week, str(self.nth_week))
+                return f'{base} · {nth} {WEEKDAY_NAMES[self.nth_weekday]}'
+            if self.day_of_month:
+                return f'{base} · day {self.day_of_month}'
+        return base
+
+    # ── Date arithmetic (phase46) ────────────────────────────────────────────
+
+    @property
+    def run_time(self):
+        """Time-of-day this schedule is due at.
+
+        Preserved across roll-forwards so an auto schedule keeps materialising
+        at the hour it always has. Falls back to DEFAULT_RUN_HOUR for a schedule
+        that has no next_run_at yet.
+        """
+        if self.next_run_at is not None:
+            return self.next_run_at.time()
+        return time(hour=DEFAULT_RUN_HOUR)
+
+    def set_next_run_date(self, d):
+        """Set next_run_at to date *d* keeping the current time-of-day."""
+        if d is None:
+            self.next_run_at = None
+        else:
+            self.next_run_at = datetime.combine(d, self.run_time)
+
+    @staticmethod
+    def _add_interval(d, frequency):
+        """Return date *d* advanced by one plain interval of *frequency*.
+
+        Fallback used when no day-of-week / day-of-month detail is configured
+        (every pre-phase46 row). Prefer :meth:`next_occurrence_after`.
+        """
+        if frequency == 'daily':
+            return d + timedelta(days=1)
+        if frequency == 'weekly':
+            return d + timedelta(weeks=1)
+        step = _MONTH_STEPS.get(frequency)
+        if step:
+            year, month = _shift_month(d.year, d.month, step)
+            return date(year, month, min(d.day, _last_day_of(year, month)))
+        return d  # 'once' has no next interval
+
+    def next_occurrence_after(self, d):
+        """First occurrence strictly after date *d*, honouring the day rules."""
+        if self.frequency == 'weekly':
+            days = self.weekday_list
+            if days:
+                for step in range(1, 8):
+                    cand = d + timedelta(days=step)
+                    if cand.weekday() in days:
+                        return cand
+        elif self.frequency in _MONTH_STEPS:
+            year, month = _shift_month(d.year, d.month, _MONTH_STEPS[self.frequency])
+            if self.month_mode == MONTH_MODE_NTH and self.nth_week and self.nth_weekday is not None:
+                return _nth_weekday_of(year, month, self.nth_weekday, self.nth_week)
+            if self.day_of_month:
+                return date(year, month, min(self.day_of_month, _last_day_of(year, month)))
+        return self._add_interval(d, self.frequency)
+
+    def align_due_date(self, d):
+        """Snap *d* forward to the first date on/after it that fits the rule.
+
+        Lets a manager pick any start date and still get, say, Mon/Wed/Fri:
+        picking a Tuesday for a Mon/Wed/Fri schedule yields that Wednesday.
+        """
+        if self.frequency == 'weekly':
+            days = self.weekday_list
+            if days:
+                for step in range(0, 7):
+                    cand = d + timedelta(days=step)
+                    if cand.weekday() in days:
+                        return cand
+        elif self.frequency in _MONTH_STEPS:
+            if self.month_mode == MONTH_MODE_NTH and self.nth_week and self.nth_weekday is not None:
+                cand = _nth_weekday_of(d.year, d.month, self.nth_weekday, self.nth_week)
+            elif self.day_of_month:
+                cand = date(d.year, d.month,
+                            min(self.day_of_month, _last_day_of(d.year, d.month)))
+            else:
+                return d
+            if cand < d:
+                return self.next_occurrence_after(cand)
+            return cand
+        return d
+
+    # ── End-date boundary (phase47) ──────────────────────────────────────────
+
+    def is_within_end_date(self, d):
+        """True if date *d* is on or before the end date (inclusive).
+
+        No end date means the schedule repeats indefinitely, so every date
+        qualifies.
+        """
+        return self.end_date is None or d <= self.end_date
+
+    @property
+    def is_expired(self):
+        """True once the end date has passed.
+
+        Independent of `active`: a schedule can be inactive because it expired
+        or because a manager paused it, and the list view distinguishes the two.
+        Compares against the *end date* rather than next_run_at, which may have
+        been advanced past the boundary by fulfill().
+        """
+        if self.end_date is None:
+            return False
+        return self.end_date < now_eastern().date()
+
+    def expire_if_past_end_date(self, today=None):
+        """Deactivate a schedule whose end date has passed. Caller commits.
+
+        Returns True if this call changed anything. Needed because a schedule
+        can reach its end date *without ever being completed* — fulfill() never
+        runs, so the boundary would otherwise be checked nowhere and the cron
+        would keep materialising (auto) or re-alerting as overdue (plan)
+        forever. Called from the /run cron endpoint.
+        """
+        today = today or now_eastern().date()
+        if self.active and self.end_date is not None and self.end_date < today:
+            self.active = False
+            return True
+        return False
+
+    # ── Roll-forward ─────────────────────────────────────────────────────────
+
+    def advance_due_date(self, now=None):
+        """Move next_run_at to the first occurrence after today. Caller commits.
+
+        Shared by fulfill() (plan mode, the inspector submitted the inspection)
+        and the cron materialiser (auto mode, an occurrence was produced), so
+        both modes obey the same recurrence rules and the same end-date
+        boundary. A 'once' schedule deactivates and its due date is left where
+        it is. Returns the new due date, or None for 'once'.
+
+        Advances from the current due date rather than from now, so a Mon/Wed/Fri
+        schedule dealt with late stays on Mon/Wed/Fri.
+        """
+        now = now or now_eastern()
+        if self.frequency == 'once':
+            self.active = False
+            return None
+
+        today = now.date()
+        base  = self.due_date or today
+        nxt   = self.next_occurrence_after(base)
+        guard = 0
+        # Guard stops a misconfigured row spinning; 400 covers a daily schedule
+        # left untouched for over a year.
+        while nxt <= today and guard < 400:
+            nxt = self.next_occurrence_after(nxt)
+            guard += 1
+        self.set_next_run_date(nxt)
+
+        # Past the manager's boundary: this was the last occurrence. next_run_at
+        # is left at the computed value rather than clamped, so the row still
+        # shows which occurrence it stopped before.
+        if not self.is_within_end_date(nxt):
+            self.active = False
+        return nxt
+
+    def fulfill(self, next_run_fn=None):
+        """Mark this occurrence complete. Caller commits.
+
+        One-time schedules deactivate. Recurring ones roll their due date
+        forward past today, honouring the phase46 day rules, and reset the
+        reminder flags. A recurring schedule whose next occurrence would fall
+        past its end date deactivates instead (phase47).
+
+        `next_run_fn` is accepted and IGNORED, retained only so the existing
+        `fulfill(next_run_fn=_compute_next_run)` call sites in
+        routes/inspections.py and api/inspections.py keep working unchanged.
+        Before phase46 the cadence maths lived in the route and omitting this
+        argument silently left next_run_at untouched — leaving the schedule
+        perpetually due. The maths now lives here, on the object that owns the
+        recurrence columns, so that failure mode is unreachable.
+        """
+        now = now_eastern()
+        self.last_completed_at = now
+
+        self.advance_due_date(now)
+        if not self.active:
+            # 'once', or the roll-forward crossed the end date. Either way this
+            # was the last occurrence — leave the reminder flags set so nothing
+            # re-fires against a closed schedule.
+            return
+
+        self.advance_notified = False
+        self.due_notified     = False
+        self.overdue_notified = False
 
     def __repr__(self):
-        return f'<InspectionSchedule {self.id} {self.name!r} {self.frequency}>'
+        return (f'<InspectionSchedule {self.id} {self.name!r} '
+                f'{self.frequency} mode={self.mode}>')

app/models/issue.py

@@ -43,6 +43,122 @@ class IssueFollower(db.Model):
         return f'<IssueFollower issue={self.issue_id} user={self.user_id}>'
 
 
+
+# ── Issue Link ────────────────────────────────────────────────────────────────
+# Connects two issues so staff can jump between a duplicate and the original, or
+# between issues that are simply about the same thing.
+
+class IssueLink(db.Model):
+    """One directed link between two issues, displayed on BOTH of them.
+
+    Only one row is stored per pair. The stored direction carries meaning for
+    'duplicate' — issue_id is a duplicate OF linked_issue_id — so the two issues
+    read the same row differently:
+
+        on issue_id        -> "Duplicate of #B"
+        on linked_issue_id -> "Duplicated by #A"
+
+    'related' is symmetric and reads "Related to" from either side.
+
+    Storing one row rather than a mirrored pair is what keeps the direction
+    unambiguous and makes unlinking a single delete. The cost is that uniqueness
+    cannot be expressed by the UniqueConstraint alone: (A,B) and (B,A) are
+    distinct rows to the database but the same link to a person, so the
+    duplicate check has to look in both directions. exists_between() is that
+    check, and it is the only thing callers should use.
+
+    A link is PURELY NAVIGATIONAL. Marking a duplicate does not touch either
+    issue's status, SLA, assignee or followers — closing the duplicate stays a
+    deliberate, separate action.
+
+    Multi-tenant: nothing here is tenant-aware, and deliberately so. The table
+    lives in the tenant database and every query routes through RoutingSession,
+    so a link can only ever reach an issue in the same tenant. Scope WITHIN a
+    tenant is the caller's job — see _readable_links() in routes/issues.py.
+    """
+    __tablename__ = 'issue_links'
+
+    TYPE_DUPLICATE = 'duplicate'
+    TYPE_RELATED   = 'related'
+
+    # How each link type reads from the two sides, keyed by (type, is_source).
+    LABELS = {
+        ('duplicate', True):  'Duplicate of',
+        ('duplicate', False): 'Duplicated by',
+        ('related',   True):  'Related to',
+        ('related',   False): 'Related to',
+    }
+
+    # Offered in the "Link an issue" picker. The value is what gets stored; the
+    # phrasing is from the point of view of the issue being viewed.
+    TYPE_CHOICES = [
+        ('duplicate', 'Duplicate of'),
+        ('related',   'Related to'),
+    ]
+
+    id              = db.Column(db.Integer, primary_key=True)
+    issue_id        = db.Column(db.Integer,
+                                db.ForeignKey('issues.id', ondelete='CASCADE'),
+                                nullable=False, index=True)
+    linked_issue_id = db.Column(db.Integer,
+                                db.ForeignKey('issues.id', ondelete='CASCADE'),
+                                nullable=False, index=True)
+    link_type       = db.Column(db.Enum('duplicate', 'related'),
+                                nullable=False, default='related')
+    created_by      = db.Column(db.Integer,
+                                db.ForeignKey('users.id', ondelete='SET NULL'),
+                                nullable=True)
+    created_at      = db.Column(db.DateTime, default=now_eastern, nullable=False)
+
+    __table_args__ = (
+        # Catches the exact-duplicate row at the database level. The REVERSE
+        # direction is caught by exists_between() — see the class docstring.
+        db.UniqueConstraint('issue_id', 'linked_issue_id', name='uq_issue_link'),
+    )
+
+    # BOTH relationships must pin foreign_keys: two FKs from this table to
+    # issues leave the join condition ambiguous otherwise, and the mapper raises
+    # on first ORM USE rather than at import — the app starts cleanly and then
+    # every request 500s (the phase56 lesson, CLAUDE.md §17).
+    issue        = db.relationship('Issue', foreign_keys=[issue_id],
+                                   back_populates='links_from')
+    linked_issue = db.relationship('Issue', foreign_keys=[linked_issue_id],
+                                   back_populates='links_to')
+    creator      = db.relationship('User', foreign_keys=[created_by])
+
+    def label_for(self, viewing_issue_id):
+        """How this link reads on the issue currently being viewed."""
+        return self.LABELS[(self.link_type, self.issue_id == viewing_issue_id)]
+
+    def other_issue(self, viewing_issue_id):
+        """The issue at the far end of this link from the one being viewed."""
+        return (self.linked_issue if self.issue_id == viewing_issue_id
+                else self.issue)
+
+    @staticmethod
+    def exists_between(issue_id, other_id):
+        """True when the two issues are already linked, in EITHER direction.
+
+        The UniqueConstraint only covers the stored direction, so this is what
+        stops #A being linked to #B and then #B linked back to #A as a second,
+        contradictory row.
+        """
+        return db.session.query(
+            IssueLink.query.filter(
+                db.or_(
+                    db.and_(IssueLink.issue_id == issue_id,
+                            IssueLink.linked_issue_id == other_id),
+                    db.and_(IssueLink.issue_id == other_id,
+                            IssueLink.linked_issue_id == issue_id),
+                )
+            ).exists()
+        ).scalar()
+
+    def __repr__(self):
+        return (f'<IssueLink {self.issue_id} {self.link_type} '
+                f'{self.linked_issue_id}>')
+
+
 class Issue(db.Model):
     __tablename__ = 'issues'
 
@@ -85,18 +201,24 @@ class Issue(db.Model):
     vendor_notes   = db.Column(db.Text, nullable=True)
 
     # Handler type — who is responsible for resolving the issue (phase39).
-    # NULL and 'internal' both mean janitorial staff (the default); 'facility'
-    # unlocks the facility_handler_* sub-fields; 'vendor' points to vendor_*.
-    handler_type             = db.Column(db.Enum('internal', 'facility', 'vendor'), nullable=True)
+    # 'internal' means janitorial staff (the default); 'facility' unlocks the
+    # facility_handler_* sub-fields; 'vendor' points to vendor_*.
+    # NOT NULL DEFAULT 'internal' since phase44 — previously nullable, with NULL
+    # treated as a synonym for 'internal'. Existing NULLs were backfilled by that
+    # migration, so the two representations are now one.
+    handler_type             = db.Column(
+        db.Enum('internal', 'facility', 'vendor'),
+        nullable=False, default='internal',
+    )
     facility_handler_name    = db.Column(db.String(100), nullable=True)
     facility_handler_contact = db.Column(db.String(200), nullable=True)
     facility_handler_notes   = db.Column(db.Text, nullable=True)
-
-    HANDLER_LABELS = {
-        'internal': 'Janitorial Staff',
-        'facility': 'Facility Staff',
-        'vendor':   'External Vendor',
-    }
+    # Free-text name of the janitorial staff member who will handle the issue,
+    # used when handler_type == 'internal'. Distinct from assigned_to (the JQC
+    # User who owns follow-up): the actual crew member may not be a system user.
+    # (phase44)
+    internal_handler_name    = db.Column(db.String(100), nullable=True)
+    internal_handler_contact = db.Column(db.String(200), nullable=True)  # phone or email
 
     # Relationships
     # NOTE: Issue.area is provided by the backref on Area.issues (facility.py).
@@ -112,10 +234,58 @@ class Issue(db.Model):
     followers     = db.relationship('IssueFollower', back_populates='issue',
                                     cascade='all, delete-orphan', lazy='dynamic')
 
+    # An issue link is stored once and shown on both issues, so each issue has
+    # rows pointing OUT of it and rows pointing AT it. Deleting an issue must
+    # take its links with it from BOTH sides, or the surviving issue keeps a row
+    # referencing one that no longer exists.
+    links_from    = db.relationship('IssueLink', back_populates='issue',
+                                    foreign_keys='IssueLink.issue_id',
+                                    cascade='all, delete-orphan', lazy='dynamic')
+    links_to      = db.relationship('IssueLink', back_populates='linked_issue',
+                                    foreign_keys='IssueLink.linked_issue_id',
+                                    cascade='all, delete-orphan', lazy='dynamic')
+
     def is_followed_by(self, user):
         """Return True if the given user is currently following this issue."""
         return self.followers.filter_by(user_id=user.id).first() is not None
 
+    def all_links(self):
+        """Every link touching this issue, from both directions, newest first.
+
+        The two relationships are a storage detail — a link is one thing to the
+        person reading it, so callers get a single list and ask each row how it
+        reads via label_for() / other_issue().
+
+        Nothing here filters by permission. The caller MUST drop links whose far
+        end the viewer cannot access, or a link becomes a way to read an issue
+        at a facility they hold no assignment to. See _readable_links() in
+        routes/issues.py.
+        """
+        links = list(self.links_from) + list(self.links_to)
+        links.sort(key=lambda link: link.created_at, reverse=True)
+        return links
+
+    # Display labels for handler_type. The web templates hardcode these inline;
+    # this mapping exists so the mobile API can return a human-readable label
+    # without the client duplicating the strings. (phase43)
+    HANDLER_LABELS = {
+        'internal': 'Janitorial Staff',
+        'facility': 'Facility Staff',
+        'vendor':   'External Vendor',
+    }
+    # One-line explanation per handler type, shown under the radio options on the
+    # issue form so staff pick the right one. (phase44)
+    HANDLER_DESCRIPTIONS = {
+        'internal': 'Our janitorial crew handles it.',
+        'facility': "The facility's own on-site staff handle it.",
+        'vendor':   'An outside contractor handles it.',
+    }
+
+    @property
+    def handler_label(self):
+        """Human-readable label for handler_type; defaults to internal."""
+        return self.HANDLER_LABELS.get(self.handler_type or 'internal', 'Janitorial Staff')
+
     @property
     def resolved_facility(self):
         """Returns the Facility for this issue regardless of which path was used to create it.

app/models/notification.py

@@ -37,6 +37,12 @@ EVENT_INSPECTION_SCHEDULED = 'inspection_scheduled'
 # order via the tokenized public link (phase36).
 EVENT_WORK_ORDER = 'work_order_update'
 
+# Fired when a follow-up re-inspection is requested — by a manager, or (phase49)
+# by a customer against their own facility. Routed through notify_by_matrix so
+# recipients stay admin-configurable; the inspection's own inspector is notified
+# directly by the route rather than through the matrix.
+EVENT_FOLLOWUP_REQUESTED = 'followup_requested'
+
 ALL_EVENT_TYPES = {
     EVENT_ISSUE_ASSIGNED:  'Issue assigned to me',
     EVENT_ISSUE_STATUS:    'Issue status changed',
@@ -48,6 +54,7 @@ ALL_EVENT_TYPES = {
     EVENT_ADMIN_BROADCAST: 'Admin broadcast (system announcements)',
     EVENT_INSPECTION_SCHEDULED: 'Scheduled inspection due (assigned to me)',
     EVENT_WORK_ORDER: 'Contractor updated a work order',
+    EVENT_FOLLOWUP_REQUESTED: 'Follow-up re-inspection requested',
     # Customer-facing — only relevant for customer role accounts
     EVENT_CUSTOMER_INSPECTION_DONE: 'Inspection completed at my facility (portal)',
     EVENT_CUSTOMER_ISSUE_UPDATED:   'Issue created or updated at my facility (portal)',

app/models/notification_matrix.py

@@ -10,6 +10,14 @@ role_key values
 admin            — all users with role='admin'
 director         — all users with role='director'
 inspector        — all users with role='inspector'
+                   EXCEPTION: for event 'inspection_completed', the inspector
+                   column notifies ONLY the inspection's own inspector
+                   (the submitter), not the whole inspector pool. Scoping is
+                   applied in notify_by_matrix() via the inspection_id.
+external_inspector — all users with role='external_inspector' (customer /
+                   third-party inspectors). Separate column so third parties
+                   can be routed differently from the tenant's own crew; the
+                   'inspection_completed' scoping above applies here too.
 project_manager  — all users with role='project_manager'
 customer         — all customer-portal users assigned to the relevant facility
 assignee         — the specific user the issue/inspection is assigned to
@@ -27,6 +35,7 @@ issue_flagged            : admin ✓  director  ✓  inspector ✗  pm ✗  cust
 issue_created            : admin ✗  director  ✗  inspector ✗  pm ✗  customer ✓  (assignee implicit)
 issue_updated_customer   : admin ✗  director  ✗  inspector ✗  pm ✗  customer ✓
 verification_requested   : admin ✓  director  ✓  inspector ✗  pm ✗  customer ✗
+followup_requested       : admin ✓  director  ✓  inspector ✗  pm ✓  customer ✗  (inspection's own inspector implicit)
 sla_alert                : admin ✓  director  ✗  inspector ✗  pm ✗  customer ✗  (assignee + followers implicit)
 score_alert              : admin ✓  director  ✓  inspector ✗  pm ✗  customer ✗  (facility score drop cron)
 """
@@ -35,12 +44,17 @@ import json
 from app import db
 
 # Role keys available in the matrix UI
+# NOTE: the two customer-side labels are a display rename only (phase51) — the
+# role_key values stored in notification_matrix.role_key are unchanged, so no
+# data migration was needed. See User.CUSTOMER_ROLES.
 MATRIX_ROLES = [
     ('admin',           'Admin'),
     ('director',        'Director'),
     ('inspector',       'Inspector'),
+    ('external_inspector', 'Customer Inspector'),
     ('project_manager', 'Project Manager'),
-    ('customer',        'Customer'),
+    ('auditor',         'Auditor'),
+    ('customer',        'Customer Director'),
     ('custom',          'Custom Recipients'),
 ]
 
@@ -58,6 +72,7 @@ MATRIX_EVENTS = {
     'issue_created':          'Issue created (standalone)',
     'issue_updated_customer': 'Issue updated (customer)',
     'verification_requested': 'Verification requested',
+    'followup_requested':     'Follow-up requested (incl. by customer)',
     'sla_alert':              'SLA at-risk / breached',
     'score_alert':            'Facility score trend alert (significant drop)',
 }
@@ -142,6 +157,16 @@ MATRIX_DEFAULTS = {
     ('verification_requested', 'project_manager'): False,
     ('verification_requested', 'customer'):        False,
     ('verification_requested', 'custom'):          False,
+    # followup_requested (phase49) — a customer (or manager) asks for a
+    # re-inspection. On for the roles who action it; the inspection's own
+    # inspector is notified directly by the route, so the inspector column stays
+    # off to avoid alerting the whole inspector pool.
+    ('followup_requested',     'admin'):           True,
+    ('followup_requested',     'director'):        True,
+    ('followup_requested',     'inspector'):       False,
+    ('followup_requested',     'project_manager'): True,
+    ('followup_requested',     'customer'):        False,
+    ('followup_requested',     'custom'):          False,
     # sla_alert (assignee + followers always notified implicitly)
     ('sla_alert',              'admin'):           True,
     ('sla_alert',              'director'):      False,
@@ -158,6 +183,18 @@ MATRIX_DEFAULTS = {
     ('score_alert',            'custom'):          False,
 }
 
+# MT-15 — the External Inspector column defaults to whatever the internal
+# Inspector column defaults to, for every event. Mirroring rather than listing
+# 14 more literals means a future event added for 'inspector' automatically
+# gets a matching external default instead of silently falling back to the
+# is_enabled() fallback. Admins can diverge the two columns in the UI at any
+# time; this only seeds rows that do not exist yet.
+MATRIX_DEFAULTS.update({
+    (_event, 'external_inspector'): _enabled
+    for (_event, _role), _enabled in list(MATRIX_DEFAULTS.items())
+    if _role == 'inspector'
+})
+
 
 class NotificationMatrix(db.Model):
     """Admin-controlled per-event notification routing."""

app/models/support.py

@@ -18,6 +18,29 @@ class SupportChatSession(db.Model):
         order_by='SupportChatMessage.created_at',
     )
 
+    @property
+    def message_count(self):
+        """Number of turns in this session.
+
+        `messages` is a plain list relationship here (ST's is lazy='dynamic'),
+        so this is len() rather than .count(). It is already loaded whenever the
+        session is, so this costs no extra query.
+        """
+        return len(self.messages)
+
+    @property
+    def preview(self):
+        """First user message, for list views.
+
+        Scans the loaded list instead of ST's .filter_by(role='user').first(),
+        for the same reason. `messages` is ordered by created_at, so the first
+        match is the opening question.
+        """
+        for m in self.messages:
+            if m.role == 'user':
+                return m.content
+        return '(no messages)'
+
     def __repr__(self):
         return f'<SupportChatSession {self.id}>'
 
@@ -46,6 +69,11 @@ class SupportKnowledge(db.Model):
     title      = db.Column(db.String(200), nullable=False)
     body       = db.Column(db.Text, nullable=False)
     active     = db.Column(db.Boolean, default=True, nullable=False)
+    # MT-19 — admin-controlled ordering. Entries are injected into the support
+    # chat's system prompt in this order, so a low sort_order is how an admin
+    # promotes the guidance the assistant should reach for first. Ties break on
+    # id, keeping the order stable.
+    sort_order = db.Column(db.Integer, nullable=False, default=0)
     created_by = db.Column(db.Integer, db.ForeignKey('users.id', ondelete='SET NULL'), nullable=True)
     created_at = db.Column(db.DateTime, default=now_eastern, nullable=False)
     updated_at = db.Column(db.DateTime, default=now_eastern, nullable=False)

app/models/user.py

@@ -3,14 +3,75 @@ from flask_login import UserMixin
 from werkzeug.security import generate_password_hash, check_password_hash
 from app.utils.time_utils import now_eastern
 
+# Display labels for the role ENUM — the single place a role's user-facing name
+# is defined.
+#
+# The two customer-side roles are a LABEL-ONLY rename (same idea as rule 19,
+# "Project" -> "Contract"): the stored ENUM values are still 'customer' and
+# 'external_inspector', so no migration and no role check anywhere had to move.
+#   'customer'           -> "Customer Director"  (portal access, CustomerAssignment scope)
+#   'external_inspector' -> "Customer Inspector" (inspector powers, InspectorAssignment scope)
+ROLE_LABELS = {
+    'admin':              'Admin',
+    'director':           'Director',
+    'project_manager':    'Project Manager',
+    'auditor':            'Auditor',
+    'inspector':          'Inspector',
+    'external_inspector': 'Customer Inspector',
+    'customer':           'Customer Director',
+}
+
+
 @login_manager.user_loader
 def load_user(user_id):
     from app import db
-    return db.session.get(User, int(user_id))
+    from app.tenancy.session_binding import parse_user_id
+    # MT-21: the identity string is tenant-tagged in multi-tenant mode. A tag
+    # naming another tenant (a session or remember-me cookie replayed onto this
+    # host) resolves to None here rather than loading the same-numbered user out
+    # of whichever database happens to be bound.
+    uid = parse_user_id(user_id)
+    if uid is None:
+        return None
+    return db.session.get(User, uid)
 
 class User(UserMixin, db.Model):
     __tablename__ = 'users'
 
+    # ── Inspector roles (MT-15) ───────────────────────────────────────────────
+    # 'external_inspector' is an inspector employed by the customer or a third
+    # party rather than by the tenant. It has exactly the same capabilities as
+    # the internal 'inspector' role and is scoped the same way — through
+    # InspectorAssignment rows, via get_inspector_scope().
+    #
+    # Every place that used to test `role == 'inspector'` must test membership
+    # of this tuple instead, or external inspectors silently fall into the
+    # privileged (org-wide) branch and see every contract. Use the
+    # `is_inspector` property below — it is an ordinary attribute, so it reads
+    # the same way in Python and in Jinja (`current_user.is_inspector`).
+    INSPECTOR_ROLES = ('inspector', 'external_inspector')
+
+    # ── Customer-side roles (phase51) ────────────────────────────────
+    # Accounts that belong to the CUSTOMER, not to us. Both are created,
+    # invited, assigned and switched from Customer Management (/customers) —
+    # they never appear in User Management.
+    #   'customer'           = Customer Director  — portal access, read-mostly,
+    #                          scoped by CustomerAssignment.
+    #   'external_inspector' = Customer Inspector — full inspector capabilities,
+    #                          scoped by InspectorAssignment (see INSPECTOR_ROLES).
+    #
+    # CAUTION — this tuple is NOT interchangeable with `role == 'customer'`.
+    # A Customer Inspector is an INSPECTOR everywhere it matters: portal
+    # read-only gates, @customer_required, get_customer_scope(), support chat
+    # and the customer branch of every API scope check must keep testing
+    # `role == 'customer'` exactly. Use CUSTOMER_ROLES / is_customer_account
+    # ONLY for account-management surfaces (who is listed, invited, edited,
+    # assigned or switched under /customers). Widening a capability check to
+    # this tuple hands a third-party inspector the customer portal; narrowing
+    # an account-management check to 'customer' strands the inspectors in a
+    # page that no longer manages them.
+    CUSTOMER_ROLES = ('customer', 'external_inspector')
+
     id            = db.Column(db.Integer, primary_key=True)
     username      = db.Column(db.String(100), unique=True, nullable=False, index=True)
     full_name     = db.Column(db.String(150), nullable=True)
@@ -19,12 +80,26 @@ class User(UserMixin, db.Model):
     role          = db.Column(
         # Phase 11 migration complete — 'supervisor' removed from both the DB
         # ENUM and this Python-side declaration.  Director is the canonical role.
-        db.Enum('admin', 'director', 'inspector', 'project_manager', 'customer'),
+        # MT-15 — 'external_inspector' added: a customer / third-party
+        # inspector with identical capabilities to 'inspector'.
+        db.Enum('admin', 'director', 'inspector', 'project_manager', 'customer',
+                'auditor', 'external_inspector'),
         nullable=False
     )
     created_at    = db.Column(db.DateTime, default=now_eastern)
     active        = db.Column(db.Boolean, default=True, nullable=False)
 
+    # ── Web portal design preference (MT-16) ──────────────────────────────
+    # 'classic' = the original top-navbar design. 'modern' = the sidebar design.
+    # Drives base.html's layout dispatch via the inject_ui_theme() context
+    # processor. Persisted per user so the choice survives logout.
+    #
+    # Defaults to 'classic' so existing tenants see no change on deploy; the
+    # effective fallback for accounts that never choose is config
+    # DEFAULT_UI_THEME, which a tenant can be provisioned with as 'modern'.
+    ui_theme      = db.Column(db.String(16), nullable=False,
+                              server_default='classic', default='classic')
+
     # ── Customer password-setup workflow ──────────────────────────────────
     # password_set: False for newly created customer accounts until they
     #               complete the set-password flow via emailed link.
@@ -43,7 +118,13 @@ class User(UserMixin, db.Model):
     mfa_recovery_codes  = db.Column(db.JSON, nullable=True)
 
     # Relationships
-    inspections = db.relationship('Inspection', backref='inspector', lazy='dynamic')
+    # phase49: inspections now has TWO foreign keys to users.id — inspector_id
+    # and follow_up_requested_by — so the join is otherwise ambiguous and every
+    # mapper configuration fails with AmbiguousForeignKeysError. This
+    # relationship means "inspections I performed": inspector_id only.
+    inspections = db.relationship('Inspection', backref='inspector',
+                                  lazy='dynamic',
+                                  foreign_keys='Inspection.inspector_id')
 
     # ── Flask-Login integration ────────────────────────────────────────────
     # Override UserMixin.is_active so that disabled accounts are rejected
@@ -52,12 +133,61 @@ class User(UserMixin, db.Model):
     def is_active(self):
         return self.active
 
+    # MT-21: Flask-Login derives BOTH the session '_user_id' and the
+    # remember-me cookie payload from get_id(), and feeds both back through
+    # load_user(). Tagging the tenant here is therefore the single seam that
+    # binds every persisted identity to the tenant that issued it. Returns a
+    # bare id (today's format) whenever no tenant is bound.
+    def get_id(self):
+        from app.tenancy.session_binding import tag_user_id
+        return tag_user_id(self.id)
+
     def set_password(self, password):
         self.password_hash = generate_password_hash(password)
 
     def check_password(self, password):
         return check_password_hash(self.password_hash, password)
 
+    @property
+    def is_inspector(self):
+        """True for both the internal and the external inspector role.
+
+        Prefer this over `role == 'inspector'` for capability and scoping
+        checks. Use an explicit `role == 'external_inspector'` test only where
+        the two genuinely differ (currently: display labelling only).
+        """
+        return self.role in self.INSPECTOR_ROLES
+
+    @property
+    def is_external_inspector(self):
+        """True only for third-party / customer-employed inspectors.
+
+        Display name: "Customer Inspector". The attribute keeps its MT-15
+        name so the existing call sites stay put (the rename is a label,
+        never an identifier).
+        """
+        return self.role == 'external_inspector'
+
+    @property
+    def is_customer_account(self):
+        """True for BOTH customer-side roles — an account-management question.
+
+        Answers "is this account managed under /customers?", NOT "does this
+        account get the customer portal". For the latter keep testing
+        `role == 'customer'`. See the CUSTOMER_ROLES note above.
+        """
+        return self.role in self.CUSTOMER_ROLES
+
+    @property
+    def is_customer_director(self):
+        """True for the portal-side customer role ('customer')."""
+        return self.role == 'customer'
+
+    @property
+    def role_label(self):
+        """Human-readable role name, used in staff-facing lists."""
+        return ROLE_LABELS.get(self.role, (self.role or '').replace('_', ' ').title())
+
     @property
     def display_name(self):
         """Return full name if set, otherwise fall back to username."""

app/models/user_notification_matrix.py

@@ -0,0 +1,146 @@
+"""
+app/models/user_notification_matrix.py
+--------------------------------------
+Per-account notification overrides (phase51).
+
+The global NotificationMatrix routes an event to whole ROLES: "every Customer
+Director hears about issue_created". That is the wrong grain for customers —
+each customer organisation states on its enrollment form which notifications
+each of its people wants, and two directors on two contracts rarely want the
+same set.
+
+This table is the per-account layer on top. One row = one account's explicit
+answer for one event:
+
+    enabled=True   send it to this account even if the global column is OFF
+    enabled=False  do not send it to this account even if the global column is ON
+    NO ROW         inherit — whatever the global matrix column says
+
+Inheritance is the default and the safe state: an account with no rows behaves
+exactly as it did before this table existed, so the feature ships without
+changing routing for anyone. Setting a row back to "inherit" DELETES it rather
+than storing a copy of the current global value, so a later change to the
+global matrix still reaches accounts that never expressed an opinion.
+
+Scope: consulted for the two customer-side roles only (User.CUSTOMER_ROLES).
+Staff roles keep using the global matrix alone — an admin who wants fewer
+emails uses NotificationPreference, which is a different question (how to
+deliver, not whether to route).
+"""
+
+from app import db
+
+
+class UserNotificationMatrix(db.Model):
+    """One account's override of the global matrix for one event."""
+
+    __tablename__ = 'user_notification_matrix'
+
+    id         = db.Column(db.Integer, primary_key=True)
+    user_id    = db.Column(db.Integer,
+                           db.ForeignKey('users.id', ondelete='CASCADE'),
+                           nullable=False, index=True)
+    event_type = db.Column(db.String(50), nullable=False)
+    enabled    = db.Column(db.Boolean, nullable=False, default=True)
+
+    user = db.relationship('User', foreign_keys=[user_id],
+                           backref=db.backref('notification_overrides',
+                                              lazy='dynamic',
+                                              cascade='all, delete-orphan'))
+
+    __table_args__ = (
+        db.UniqueConstraint('user_id', 'event_type',
+                            name='uq_user_notif_matrix_user_event'),
+    )
+
+    def __repr__(self):
+        return (f'<UserNotificationMatrix user={self.user_id} '
+                f'event={self.event_type} enabled={self.enabled}>')
+
+
+def overrides_for_user(user_id) -> dict:
+    """Return {event_type: bool} — every override this account has set."""
+    return {
+        row.event_type: row.enabled
+        for row in UserNotificationMatrix.query.filter_by(user_id=user_id).all()
+    }
+
+
+def override_for(user_id, event_type):
+    """One account's answer for one event: True, False, or None (inherit).
+
+    Used by notify() to enforce the override on EVERY delivery path, not just
+    matrix broadcasts. Best-effort: any failure returns None (inherit), so a
+    lookup problem can never silently swallow a notification.
+    """
+    import logging
+    if not user_id or not event_type:
+        return None
+    try:
+        row = UserNotificationMatrix.query.filter_by(
+            user_id=user_id, event_type=event_type).first()
+        return row.enabled if row is not None else None
+    except Exception as exc:
+        logging.getLogger(__name__).error(
+            'USER MATRIX | single override lookup failed | user=%s event=%s | %s',
+            user_id, event_type, exc,
+        )
+        return None
+
+
+def overrides_for_event(event_type) -> dict:
+    """Return {user_id: bool} — every account's override for one event.
+
+    One query per dispatch rather than one per candidate recipient. The table
+    holds only explicitly-set rows (inherit deletes), so it stays small.
+    Best-effort: a failure here must never take down a notification dispatch,
+    so callers get an empty dict (= everyone inherits) if the query fails.
+    """
+    import logging
+    try:
+        return {
+            row.user_id: row.enabled
+            for row in UserNotificationMatrix.query.filter_by(
+                event_type=event_type).all()
+        }
+    except Exception as exc:
+        logging.getLogger(__name__).error(
+            'USER MATRIX | override lookup failed | event=%s | error=%s',
+            event_type, exc,
+        )
+        return {}
+
+
+def set_overrides(user_id, values: dict):
+    """Replace an account's overrides.
+
+    `values` maps event_type -> True / False / None, where None means inherit
+    (the row is deleted). Events absent from `values` are left untouched, so a
+    caller can update one event without resending the whole matrix.
+
+    Does NOT commit — the caller owns the transaction (same contract as
+    notify()). Returns the number of rows added, updated or deleted.
+    """
+    existing = {
+        row.event_type: row
+        for row in UserNotificationMatrix.query.filter_by(user_id=user_id).all()
+    }
+    changed = 0
+
+    for event_type, wanted in values.items():
+        row = existing.get(event_type)
+        if wanted is None:
+            if row is not None:
+                db.session.delete(row)
+                changed += 1
+            continue
+        wanted = bool(wanted)
+        if row is None:
+            db.session.add(UserNotificationMatrix(
+                user_id=user_id, event_type=event_type, enabled=wanted))
+            changed += 1
+        elif row.enabled != wanted:
+            row.enabled = wanted
+            changed += 1
+
+    return changed

app/routes/auth.py

@@ -1,5 +1,4 @@
 from flask import Blueprint, render_template, redirect, url_for, flash, request, abort, session
-from urllib.parse import urlparse
 from flask_login import login_user, logout_user, login_required, current_user
 from app import db, limiter
 from app.models.user import User
@@ -9,6 +8,7 @@ from app.utils import mfa
 import logging
 from app.utils.audit import log_action, ACTION_CREATE, ACTION_UPDATE, ACTION_DELETE, ACTION_LOGIN, ACTION_LOGOUT
 from app.tenancy.gates import quota_soft_check
+from app.tenancy.session_binding import bind_session_tenant, SESSION_TENANT_KEY
 
 logger = logging.getLogger(__name__)
 
@@ -41,6 +41,7 @@ def login():
             # second-factor step. Password is verified; identity is NOT yet
             # established until the code is confirmed at /auth/mfa.
             if user.mfa_enabled and user.mfa_secret:
+                bind_session_tenant()   # MT-21: tag before identity enters the session
                 session['mfa_pending_user_id'] = user.id
                 session['mfa_pending_remember'] = bool(form.remember_me.data)
                 session['mfa_pending_next'] = safe_redirect_url(request.args.get('next'))
@@ -48,6 +49,7 @@ def login():
                 return redirect(url_for('auth.mfa_challenge'))
 
             login_user(user, remember=form.remember_me.data)
+            bind_session_tenant()   # MT-21
             # Use validated next URL — never redirect blindly to request.args['next']
             next_page = safe_redirect_url(request.args.get('next'))
             log_action(ACTION_LOGIN, 'User', user.id, user.username)
@@ -107,6 +109,7 @@ def mfa_challenge():
             next_page = session.pop('mfa_pending_next', None)
             session.pop('mfa_pending_user_id', None)
             login_user(user, remember=remember)
+            bind_session_tenant()   # MT-21
             log_action(ACTION_LOGIN, 'User', user.id, user.username, f'2fa via {via}')
             if via == 'recovery':
                 remaining_n = len(user.mfa_recovery_codes or [])
@@ -199,7 +202,7 @@ def profile():
 
     if form.validate_on_submit():
         current_user.full_name = form.full_name.data.strip() or None
-        current_user.email = form.email.data
+        current_user.email = form.email.data.strip().lower()
 
         if form.new_password.data:
             current_user.set_password(form.new_password.data)
@@ -242,14 +245,163 @@ def profile():
     )
 
 
+# ── Self-service data export (GDPR Art. 15/20, CCPA right-to-know) ────────────
+
+@bp.route('/my-data/export')
+@login_required
+def export_my_data():
+    """Download a JSON snapshot of everything this account's own records hold:
+    profile fields, inspections performed, issues reported/assigned/commented
+    on, and the audit log entries recorded against this user id.
+
+    Read-only, and scoped to the caller. Records that merely *reference* this
+    user are included only as the user's own row — related entities are NOT
+    expanded, so an issue this user commented on contributes the comment, not
+    the facility details or the other participants. That keeps a subject-access
+    request from becoming a data leak about everyone else.
+
+    Multi-tenant note: this runs against the caller's own tenant DB via the
+    normal request routing, so it can only ever see that tenant's data.
+    """
+    from flask import Response
+    import json
+    from app.models.inspection import Inspection
+    from app.models.issue import Issue, IssueComment
+    from app.models.audit import AuditLog
+    from app.utils.time_utils import now_eastern
+
+    user = current_user
+
+    payload = {
+        'exported_at': now_eastern().isoformat(),
+        'profile': {
+            'id': user.id,
+            'username': user.username,
+            'full_name': user.full_name,
+            'email': user.email,
+            'role': user.role,
+            'created_at': user.created_at.isoformat() if user.created_at else None,
+            'active': user.active,
+        },
+        'inspections_performed': [
+            {'id': i.id, 'facility_id': i.facility_id,
+             'inspection_date': i.inspection_date.isoformat() if i.inspection_date else None,
+             'overall_score': i.overall_score, 'status': i.status}
+            for i in Inspection.query.filter_by(inspector_id=user.id).all()
+        ],
+        'issues_reported': [
+            {'id': iss.id, 'facility_id': iss.facility_id, 'description': iss.description,
+             'status': iss.status, 'severity': iss.severity,
+             'reported_at': iss.reported_at.isoformat() if iss.reported_at else None}
+            for iss in Issue.query.filter_by(reported_by=user.id).all()
+        ],
+        'issues_assigned': [
+            {'id': iss.id, 'facility_id': iss.facility_id, 'description': iss.description,
+             'status': iss.status, 'severity': iss.severity}
+            for iss in Issue.query.filter_by(assigned_to=user.id).all()
+        ],
+        'issue_comments_authored': [
+            {'id': c.id, 'issue_id': c.issue_id, 'body': c.body,
+             'created_at': c.created_at.isoformat() if c.created_at else None}
+            for c in IssueComment.query.filter_by(user_id=user.id).all()
+        ],
+        'audit_log_entries': [
+            {'id': a.id, 'action': a.action, 'entity_type': a.entity_type,
+             'entity_id': a.entity_id, 'entity_label': a.entity_label,
+             'created_at': a.created_at.isoformat() if a.created_at else None}
+            for a in AuditLog.query.filter_by(user_id=user.id).all()
+        ],
+    }
+
+    log_action(ACTION_UPDATE, 'User', user.id, user.username, 'self-service data export')
+    logger.info('AUTH | export_my_data | user_id=%s username=%s', user.id, user.username)
+
+    body = json.dumps(payload, indent=2, default=str)
+    return Response(
+        body,
+        mimetype='application/json',
+        headers={'Content-Disposition': f'attachment; filename=jqc_my_data_{user.id}.json'},
+    )
+
+
+# ── Self-service erasure request (GDPR Art. 17, CCPA right-to-delete) ─────────
+
+@bp.route('/my-data/delete-request', methods=['POST'])
+@login_required
+def request_my_data_deletion():
+    """Erase this account's PII on request.
+
+    Two outcomes, chosen automatically:
+
+    * No records that a hard delete would orphan (same guard rails as the admin
+      delete_user route) → the account is deleted outright.
+    * Otherwise — the common case, since staff usually have inspection or issue
+      history that must be kept for business and audit continuity — the account
+      is ANONYMIZED in place: name/email/username replaced with a
+      non-identifying placeholder, the password hash invalidated so nobody can
+      ever log in as it again, and the account deactivated.
+
+    Historical records reference the user *id*, not the PII, so they survive the
+    anonymization unchanged and the audit trail stays intact. This is the
+    balance the regulations expect: erase the identity, keep the ledger.
+    """
+    import secrets
+    from app.models.issue import Issue as _Issue, IssueComment as _IssueComment
+    from app.models.inspection import InspectionTemplate as _InspectionTemplate
+
+    user = current_user
+
+    blocking = (
+        user.inspections.count() > 0
+        or _Issue.query.filter_by(assigned_to=user.id).count() > 0
+        or _IssueComment.query.filter_by(user_id=user.id).count() > 0
+        or _InspectionTemplate.query.filter_by(created_by=user.id).count() > 0
+    )
+
+    username = user.username
+    user_id  = user.id
+
+    if not blocking:
+        db.session.delete(user)
+        db.session.commit()
+        logout_user()
+        logger.info('AUTH | self_delete | user_id=%s username=%s', user_id, username)
+        log_action(ACTION_DELETE, 'User', user_id, username,
+                   'self-service account deletion')
+        flash('Your account and data have been permanently deleted.', 'success')
+        return redirect(url_for('auth.login'))
+
+    placeholder = f'deleted_user_{user_id}'
+    user.full_name = None
+    user.email     = f'{placeholder}@deleted.local'
+    user.username  = placeholder
+    # Random hash nobody holds — the account can never be logged into again.
+    user.set_password(secrets.token_hex(32))
+    user.active    = False
+    db.session.commit()
+    logger.info('AUTH | self_anonymize | user_id=%s '
+                '(had blocking records, hard delete not possible)', user_id)
+    log_action(ACTION_UPDATE, 'User', user_id, placeholder,
+               'self-service erasure request — anonymized '
+               '(blocking records retained for audit/business continuity)')
+    logout_user()
+    flash('Your personal information has been removed and your account '
+          'deactivated. Historical records tied to your account id are retained '
+          'for audit continuity but no longer identify you.', 'success')
+    return redirect(url_for('auth.login'))
+
+
 @bp.route('/users')
 @login_required
 @admin_required
 def list_users():
-    # Exclude customer accounts — those are managed exclusively via /customers
+    # Exclude customer-side accounts — Customer Director AND Customer Inspector
+    # are both managed exclusively via /customers (phase51). Using
+    # User.CUSTOMER_ROLES rather than != 'customer' is what moves the customer
+    # inspectors off this page.
     users = (
         User.query
-        .filter(User.role != 'customer')
+        .filter(~User.role.in_(User.CUSTOMER_ROLES))
         .order_by(User.created_at.desc())
         .all()
     )
@@ -273,6 +425,25 @@ def list_users():
                            inspector_contract_counts=inspector_contract_counts)
 
 
+def _redirect_if_customer_account(user):
+    """Send customer-side accounts back to Customer Management.
+
+    phase51 moved Customer Director + Customer Inspector wholly under
+    /customers. These accounts are no longer listed here, but the /auth/users
+    URLs are still reachable by hand — and editing one through UserForm would
+    fail anyway ('external_inspector' is no longer an offered role choice, so
+    SelectField would reject the existing value). Redirect instead of 404 so an
+    old bookmark lands on the page that now owns the account.
+
+    Returns a response to return, or None to continue.
+    """
+    if user is not None and user.is_customer_account:
+        flash(f'{user.display_name} is a {user.role_label} account and is '
+              f'managed in Customer Management.', 'info')
+        return redirect(url_for('customers.manage', customer_id=user.id))
+    return None
+
+
 @bp.route('/users/new', methods=['GET', 'POST'])
 @login_required
 @admin_required
@@ -286,19 +457,39 @@ def create_user():
 
     if form.validate_on_submit():
         role = 'inspector' if director_editing else form.role.data
+
+        # phase51 — the invitation branch that used to live here moved to
+        # Customer Management along with the Customer Inspector role. Every
+        # role this form still offers is OUR OWN staff, created with an
+        # admin-set password. Customer-side accounts are invited (they choose
+        # their own username and password) via customers.create().
+        #
+        # UserForm.password is Optional() because the same form is used for
+        # EDIT, where blank means "keep current". On CREATE a blank password
+        # would otherwise store the hash of an empty string, so require one.
+        if not form.password.data:
+            flash('Please set a password for the new user.', 'danger')
+            return render_template('auth/user_form.html', form=form, user=None,
+                                   title='Create User',
+                                   director_editing=director_editing)
+
         user = User(
             username=form.username.data,
             full_name=form.full_name.data.strip() or None,
-            email=form.email.data,
-            role=role
+            email=form.email.data.strip().lower(),
+            role=role,
+            password_set=True,
         )
         user.set_password(form.password.data)
         db.session.add(user)
         db.session.commit()
+
         logger.info('AUTH | user_create | admin_id=%s admin=%s new_user=%s role=%s',
-                    current_user.id, current_user.username, user.username, user.role)
+                    current_user.id, current_user.username, user.username,
+                    user.role)
         log_action(ACTION_CREATE, 'User', user.id, user.username,
                    f'role={user.role}; email={user.email}')
+
         flash(f'User {user.username} created successfully.', 'success')
         return redirect(url_for('auth.list_users'))
 
@@ -313,6 +504,9 @@ def edit_user(user_id):
     user = db.session.get(User, user_id)
     if user is None:
         abort(404)
+    moved = _redirect_if_customer_account(user)
+    if moved:
+        return moved
     form = UserForm(user=user, obj=user)
 
     # Directors may not change another user's role — that privilege is admin-only.
@@ -323,7 +517,7 @@ def edit_user(user_id):
     if form.validate_on_submit():
         user.username  = form.username.data
         user.full_name = form.full_name.data.strip() or None
-        user.email     = form.email.data
+        user.email     = form.email.data.strip().lower()
 
         if not director_editing:
             user.role = form.role.data
@@ -343,13 +537,58 @@ def edit_user(user_id):
                            title='Edit User', director_editing=director_editing)
 
 
+@bp.route('/users/<int:user_id>/resend-invite', methods=['POST'])
+@login_required
+@admin_required
+def resend_invite(user_id):
+    """Re-send the set-password invitation for an account still awaiting setup.
+
+    Without this an invitation that bounces, is deleted or expires leaves the
+    account permanently unusable — password_set=False blocks login and only a
+    valid token can clear it. Mirrors customers.resend_invite for staff-side
+    accounts (currently only external inspectors are ever invited this way).
+    """
+    user = db.session.get(User, user_id)
+    if user is None:
+        abort(404)
+    moved = _redirect_if_customer_account(user)
+    if moved:
+        return moved
+    if user.password_set:
+        flash(f'{user.display_name} has already completed their account setup.',
+              'info')
+        return redirect(url_for('auth.list_users'))
+
+    # A fresh token invalidates the previous link.
+    token = user.generate_set_password_token(expires_hours=72)
+    db.session.commit()
+
+    logger.info('AUTH | resend_invite | admin=%s user=%s',
+                current_user.username, user.username)
+    log_action(ACTION_UPDATE, 'User', user.id, user.username,
+               'invitation email resent')
+
+    from app.routes.customers import _send_invite_email
+    _send_invite_email(user, token, base_url=request.host_url)
+
+    flash(f'Invitation resent to {user.email}.', 'success')
+    return redirect(url_for('auth.list_users'))
+
+
 @bp.route('/users/<int:user_id>/assign-contracts', methods=['GET', 'POST'])
 @login_required
 @admin_required
 def assign_inspector_contracts(user_id):
     user = db.session.get(User, user_id)
-    if user is None or user.role != 'inspector':
+    # MT-15: external inspectors are scoped by the same InspectorAssignment
+    # rows, so this page must accept them too.
+    if user is None or not user.is_inspector:
         abort(404)
+    # A Customer Inspector is scoped by exactly these rows, but the page that
+    # owns them is now customers.manage — one editor per account, not two.
+    moved = _redirect_if_customer_account(user)
+    if moved:
+        return moved
 
     from app.models.project import Project
     from app.models.inspector_assignment import InspectorAssignment
@@ -536,7 +775,6 @@ def _send_password_reset_email(user, token, base_url=None):
     from flask import current_app, render_template_string, url_for as _url_for
     from flask_mail import Message
     from app import mail
-    from urllib.parse import urlparse
     import threading
 
     if not current_app.config.get('MAIL_SERVER'):
@@ -545,8 +783,17 @@ def _send_password_reset_email(user, token, base_url=None):
 
     effective_base = (base_url or current_app.config.get('APP_BASE_URL', '')).rstrip('/')
     reset_link     = f'{effective_base}{_url_for("auth.reset_password", token=token)}'
-    host           = urlparse(effective_base).netloc or 'janitorialqc.local'
-    sender         = f'noreply@{host}'
+
+    # Branded From as a (display_name, address) tuple, exactly as
+    # customers._send_invite_email does. The display NAME tracks the tenant; the
+    # ADDRESS is branded only for DNS-authorized domains and otherwise stays the
+    # authenticated SMTP identity so the mail still delivers. The previous
+    # `noreply@{host}` sent from whatever host the browser was on, which is not
+    # an authorized sender for that domain — the mail server accepted it and it
+    # was then dropped downstream by SPF/DMARC. See app/utils/mail_utils.py and
+    # CLAUDE.md rule 64.
+    from app.utils.mail_utils import branded_sender
+    sender = branded_sender(effective_base)
 
     html_body = render_template_string("""<!DOCTYPE html>
 <html>
@@ -612,12 +859,26 @@ def forgot_password():
 
     form = ForgotPasswordForm()
     if form.validate_on_submit():
-        user = User.query.filter_by(email=form.email.data.strip().lower()).first()
+        # Explicit case-insensitive lookup. This is NOT fixing a live bug: no
+        # table here declares a COLLATE, so `users.email` inherits the utf8mb4
+        # default (utf8mb4_general_ci / utf8mb4_0900_ai_ci), both of which are
+        # case-insensitive — a bare `== lower(input)` already matched a
+        # mixed-case stored address. The point is to stop depending on that
+        # server default: under a binary/_bin collation the bare comparison
+        # would silently find nothing and still show the success message below.
+        email_input = form.email.data.strip().lower()
+        user = User.query.filter(
+            db.func.lower(User.email) == email_input
+        ).first()
         if user and user.active:
             token = user.generate_set_password_token(expires_hours=1)
             db.session.commit()
             _send_password_reset_email(user, token, base_url=request.host_url)
-            logger.info('AUTH | forgot_password | user=%s | email=%s', user.username, user.email)
+            logger.info('AUTH | forgot_password | reset link dispatched | user=%s | email=%s',
+                        user.username, user.email)
+        else:
+            # No leak to the user (generic message below), but log for diagnosis.
+            logger.info('AUTH | forgot_password | no active account for email=%s', email_input)
         # Always show the same message — never reveal whether the email exists
         flash(
             'If an account with that email address exists, a password reset link '
@@ -691,6 +952,23 @@ def impersonate_entry():
     flask_session['impersonating_tenant_id']     = tenant_id
     flask_session['impersonating_superadmin_id'] = superadmin_id
 
+    # ── MT-21: re-tag the session for the impersonated tenant ────────────────
+    # Identity in the session is tenant-tagged (User.get_id), and from the next
+    # request onward the middleware binds the impersonated tenant's database.
+    # Without re-tagging, load_user() would correctly reject the tag issued by
+    # the host tenant and the superadmin would land on a login page.
+    #
+    # This preserves the pre-existing impersonation semantics EXACTLY: the
+    # numeric user id carries over, so the superadmin is loaded as the
+    # same-numbered user in the target tenant's database. That behaviour is
+    # arbitrary and worth revisiting (see MULTI_TENANT_PLAN.md open items) —
+    # but changing it is a separate decision, not a security fix.
+    flask_session[SESSION_TENANT_KEY] = tenant_id
+    raw_uid = flask_session.get('_user_id')
+    if raw_uid is not None:
+        numeric_uid = str(raw_uid).rpartition(':')[2]
+        flask_session['_user_id'] = f'{tenant_id}:{numeric_uid}'
+
     logger.info('AUTH | impersonate_start | sa=%s tenant=%s', superadmin_id, tenant_id)
 
     import os
@@ -714,6 +992,11 @@ def impersonate_end():
     import os
     flask_session.pop('impersonating_tenant_id', None)
     flask_session.pop('impersonating_superadmin_id', None)
+    # MT-21: the session identity is still tagged for the impersonated tenant.
+    # Drop it rather than carrying it back to the superadmin's own host, where
+    # the middleware would clear it on tenant mismatch anyway.
+    logout_user()
+    flask_session.clear()
     panel_url = f"https://admin.{os.environ.get('TENANT_BASE_DOMAIN', 'jqc.app')}"
     logger.info('AUTH | impersonate_end | redirecting to panel')
     return redirect(panel_url)

app/routes/broadcast.py

@@ -22,10 +22,12 @@ logger = logging.getLogger(__name__)
 bp = Blueprint('broadcast', __name__, url_prefix='/admin/broadcast')
 
 # All roles that can hold an active iOS session
-BROADCAST_ROLES = ['inspector', 'project_manager', 'director', 'admin']
+BROADCAST_ROLES = ['inspector', 'external_inspector', 'project_manager',
+                   'director', 'admin']
 
 ROLE_LABELS = {
     'inspector':          'Inspectors',
+    'external_inspector': 'Customer Inspectors',
     'project_manager': 'Project Managers',
     'director':        'Directors',
     'admin':           'Admins',

app/routes/customers.py

@@ -3,13 +3,26 @@ app/routes/customers.py
 -----------------------
 Customer Management — admin-only consolidated view.
 
+Owns BOTH customer-side roles (phase51 — see User.CUSTOMER_ROLES):
+
+  Customer Director   role='customer'            portal access, read-mostly,
+                                                 scoped by CustomerAssignment
+  Customer Inspector  role='external_inspector'  full inspector capabilities,
+                                                 scoped by InspectorAssignment
+
+They are two seats of the same customer organisation, so they are listed,
+invited, edited, assigned, switched and disabled here rather than in User
+Management — which now excludes both.
+
 Provides a single screen to:
-  - List all customer-role users with their assignment summary
-  - Create a new customer account
-  - Edit an existing customer (username / email / password / active)
-  - Manage assignments for a customer (add / remove)
-  - Quick-disable / enable a customer account
-  - View a customer's scoped facility access at a glance
+  - List all customer-side users with their assignment summary
+  - Invite a new customer account in either role
+  - Edit an existing account (username / email / password / active)
+  - Manage assignments (contracts/facilities for a director, contracts for an
+    inspector)
+  - Switch an account between the two roles
+  - Quick-disable / enable an account
+  - View the account's scoped facility access at a glance
 """
 
 import logging
@@ -18,6 +31,7 @@ from flask_login import login_required, current_user
 from app import db
 from app.models.user import User
 from app.models.project import Project, CustomerAssignment
+from app.models.inspector_assignment import InspectorAssignment
 from app.models.facility import Facility
 from app.utils.forms import CustomerUserForm, CustomerAssignmentForm, CustomerInviteForm, SetPasswordForm
 from app.utils.decorators import admin_required, supervisor_required, safe_redirect_url
@@ -29,16 +43,46 @@ logger = logging.getLogger(__name__)
 bp = Blueprint('customers', __name__, url_prefix='/customers')
 
 
+def _get_customer_or_redirect(customer_id):
+    """Load a customer-side account, or return a redirect response.
+
+    Returns (account, None) on success and (None, response) when the id is not
+    a customer-side account. Every route here used to test
+    `customer.role != 'customer'`, which would now reject the Customer
+    Inspectors this page owns — the check is CUSTOMER_ROLES, once, here.
+    """
+    account = db.session.get(User, customer_id)
+    if account is None:
+        abort(404)
+    if not account.is_customer_account:
+        flash('This page is only for customer accounts.', 'warning')
+        return None, redirect(url_for('customers.index'))
+    return account, None
+
+
+def _inspector_scope_ids(user, project_facilities_map):
+    """Facility IDs a Customer Inspector reaches, from its contract rows.
+
+    Mirrors get_inspector_scope() but reuses the caller's already-loaded
+    project → facilities map so the list view stays free of N+1 queries
+    (rule 13).
+    """
+    ids = set()
+    for a in InspectorAssignment.query.filter_by(user_id=user.id).all():
+        ids.update(project_facilities_map.get(a.project_id, []))
+    return ids
+
+
 # ── List ──────────────────────────────────────────────────────────────────────
 
 @bp.route('/')
 @login_required
 @supervisor_required
 def index():
-    """Consolidated customer management dashboard."""
+    """Consolidated customer management dashboard — both customer roles."""
     customers = (
         User.query
-        .filter_by(role='customer')
+        .filter(User.role.in_(User.CUSTOMER_ROLES))
         .order_by(User.username)
         .all()
     )
@@ -57,10 +101,27 @@ def index():
     for a in all_assignments:
         assignment_map[a.user_id].append(a)
 
+    # ── Bulk query for the inspector-side assignments ─────────────────────
+    # Customer Inspectors are scoped by InspectorAssignment, not
+    # CustomerAssignment — the two roles read different tables for the same
+    # question ("which facilities does this account see?").
+    all_inspector_assignments = (
+        InspectorAssignment.query
+        .filter(InspectorAssignment.user_id.in_(customer_ids))
+        .all()
+    ) if customer_ids else []
+
+    inspector_assignment_map = {c.id: [] for c in customers}
+    for a in all_inspector_assignments:
+        inspector_assignment_map[a.user_id].append(a)
+
     # ── Single bulk query for all active facilities in assigned projects ──
     # Resolves facility scope for every customer without repeated DB round-trips.
     from collections import defaultdict
-    assigned_project_ids = {a.project_id for a in all_assignments}
+    assigned_project_ids = (
+        {a.project_id for a in all_assignments}
+        | {a.project_id for a in all_inspector_assignments}
+    )
 
     project_facilities_map = defaultdict(list)  # project_id → [facility_id, ...]
     if assigned_project_ids:
@@ -78,6 +139,12 @@ def index():
     scope_map = {}   # user_id → sorted list[int] facility IDs
     for customer in customers:
         ids = set()
+        if customer.is_inspector:
+            # Customer Inspector — contract-level rows only, no facility-level
+            # narrowing exists for inspectors (rule 57: no rows = sees nothing).
+            for a in inspector_assignment_map[customer.id]:
+                ids.update(project_facilities_map.get(a.project_id, []))
+        else:
             for a in assignment_map[customer.id]:
                 if a.facility_id:
                     ids.add(a.facility_id)
@@ -103,6 +170,7 @@ def index():
         'customers/index.html',
         customers                = customers,
         assignment_map           = assignment_map,
+        inspector_assignment_map = inspector_assignment_map,
         scope_map                = scope_map,
         projects                 = projects,
         expired_invitations      = expired_invitations,
@@ -115,12 +183,16 @@ def index():
 @login_required
 @supervisor_required
 def create():
-    """Create a customer account via email invitation.
+    """Create a customer-side account via email invitation.
 
-    Admin enters Full Name and Email only. A temporary username is
-    auto-generated from the email address. A one-time set-password link
-    is emailed; the customer chooses their own username and password when
-    they click it. The account is activated on completion.
+    Admin enters Full Name, Email and the role (Customer Director or Customer
+    Inspector). A temporary username is auto-generated from the email address.
+    A one-time set-password link is emailed; the invitee chooses their own
+    username and password when they click it. The account is activated on
+    completion.
+
+    Both roles take this identical path — an account that belongs to the
+    customer is never given a password we chose.
     """
     form = CustomerInviteForm()
 
@@ -129,6 +201,11 @@ def create():
 
         full_name = form.full_name.data.strip()
         email     = form.email.data.strip().lower()
+        role      = form.role.data
+        # Defence in depth: never let a crafted POST mint a staff role through
+        # the customer invitation form, which sets no password.
+        if role not in User.CUSTOMER_ROLES:
+            role = 'customer'
 
         # Auto-generate a temporary username from the email local part.
         # The customer replaces this with their preferred username when
@@ -146,7 +223,7 @@ def create():
             username     = username,
             full_name    = full_name,
             email        = email,
-            role         = 'customer',
+            role         = role,
             active       = True,
             password_set = False,
         )
@@ -157,15 +234,15 @@ def create():
         token = user.generate_set_password_token(expires_hours=72)
         db.session.commit()
 
-        logger.info('CUSTOMERS | invite | admin=%s new_customer=%s email=%s',
-                    current_user.username, user.username, user.email)
+        logger.info('CUSTOMERS | invite | admin=%s new_customer=%s role=%s email=%s',
+                    current_user.username, user.username, user.role, user.email)
         log_action(ACTION_CREATE, 'User', user.id, user.username,
-                   f'role=customer; email={user.email}; invite_sent=True')
+                   f'role={user.role}; email={user.email}; invite_sent=True')
 
         _send_invite_email(user, token, base_url=request.host_url)
 
         flash(
-            f'Customer account created for {full_name}. '
+            f'{user.role_label} account created for {full_name}. '
             f'An invitation email has been sent to {email} with a link to set their username and password.',
             'success'
         )
@@ -179,7 +256,6 @@ def _send_invite_email(user, token, base_url=None):
     from flask import current_app, render_template_string
     from flask_mail import Message
     from app import mail
-    from urllib.parse import urlparse
     import threading
 
     if not current_app.config.get('MAIL_SERVER'):
@@ -189,8 +265,14 @@ def _send_invite_email(user, token, base_url=None):
     effective_base = (base_url or current_app.config.get('APP_BASE_URL', '')).rstrip('/')
     setup_link     = f'{effective_base}{url_for("customers.set_password", token=token)}'
 
-    host   = urlparse(effective_base).netloc or 'janitorialqc.local'
-    sender = f'noreply@{host}'
+    # Branded From as a (display_name, address) tuple. The display NAME tracks
+    # the tenant (e.g. "Gov Services QC"); the ADDRESS is branded only for
+    # DNS-authorized domains and otherwise stays the authenticated identity so
+    # the mail always delivers. The previous `noreply@{host}` sent from whatever
+    # host the browser was on, which fails SPF/DMARC for any domain this mail
+    # server isn't authorized for. See app/utils/mail_utils.py and rule 64.
+    from app.utils.mail_utils import branded_sender
+    sender = branded_sender(effective_base)
 
     html_body = render_template_string("""<!DOCTYPE html>
 <html>
@@ -254,12 +336,9 @@ def _send_invite_email(user, token, base_url=None):
 @supervisor_required
 def resend_invite(customer_id):
     """Generate a fresh token and resend the set-password invitation email."""
-    customer = db.session.get(User, customer_id)
-    if customer is None:
-        abort(404)
-    if customer.role != 'customer':
-        flash('This action is only for customer accounts.', 'warning')
-        return redirect(url_for('customers.index'))
+    customer, moved = _get_customer_or_redirect(customer_id)
+    if moved:
+        return moved
 
     token = customer.generate_set_password_token(expires_hours=72)
     customer.password_set = False
@@ -316,19 +395,16 @@ def set_password(token):
 @login_required
 @supervisor_required
 def edit(customer_id):
-    customer = db.session.get(User, customer_id)
-    if customer is None:
-        abort(404)
-    if customer.role != 'customer':
-        flash('This page is only for customer accounts.', 'warning')
-        return redirect(url_for('customers.index'))
+    customer, moved = _get_customer_or_redirect(customer_id)
+    if moved:
+        return moved
 
     form = CustomerUserForm(user=customer, obj=customer)
 
     if form.validate_on_submit():
         customer.username  = form.username.data
         customer.full_name = form.full_name.data.strip() or None
-        customer.email     = form.email.data
+        customer.email     = form.email.data.strip().lower()
         if form.password.data:
             customer.set_password(form.password.data)
         db.session.commit()
@@ -349,16 +425,26 @@ def edit(customer_id):
 @login_required
 @supervisor_required
 def manage(customer_id):
-    """Single-customer detail page: profile + all assignments."""
-    customer = db.session.get(User, customer_id)
-    if customer is None:
-        abort(404)
-    if customer.role != 'customer':
-        flash('This page is only for customer accounts.', 'warning')
-        return redirect(url_for('customers.index'))
+    """Single-account detail page: profile + assignments + notification matrix.
 
-    assignments  = CustomerAssignment.query.filter_by(user_id=customer_id).all()
+    The assignment editor differs by role. A Customer Director gets the
+    contract/facility assignment list (CustomerAssignment); a Customer
+    Inspector gets the contract checkbox set (InspectorAssignment) that used to
+    live on /auth/users/<id>/assign-contracts.
+    """
+    customer, moved = _get_customer_or_redirect(customer_id)
+    if moved:
+        return moved
+
+    # Resolve the account's facility scope through the SAME helper the app uses
+    # at request time, so this page can never disagree with what the account
+    # actually sees.
+    if customer.is_inspector:
+        from app.utils.scope import get_inspector_scope
+        facility_ids = get_inspector_scope(customer) or []
+    else:
         facility_ids = get_customer_scope(customer) or []
+
     facilities = (
         Facility.query
         .filter(Facility.id.in_(facility_ids), Facility.active == True)
@@ -366,19 +452,51 @@ def manage(customer_id):
         .all()
     ) if facility_ids else []
 
+    projects = Project.query.filter_by(active=True).order_by(Project.name).all()
+
+    assignments   = []
+    assigned_pids = set()
+    if customer.is_inspector:
+        assigned_pids = {
+            a.project_id
+            for a in InspectorAssignment.query.filter_by(user_id=customer_id).all()
+        }
+    else:
+        assignments = CustomerAssignment.query.filter_by(user_id=customer_id).all()
+
     # Assignment form (populated here so it can be rendered inline)
     aform = CustomerAssignmentForm()
-    projects = Project.query.filter_by(active=True).order_by(Project.name).all()
     aform.user_id.choices     = [(customer.id, customer.username)]
     aform.facility_id.choices = [(0, '— All facilities in contract —')]
 
+    # ── Per-account notification matrix ───────────────────────────────────
+    # For each event: what the global matrix would do for this account's role,
+    # and whether the account overrides it. The template renders a tri-state
+    # (Inherit / On / Off) so "inherit" stays visibly distinct from "explicitly
+    # set to the same value the global happens to have today".
+    from app.models.notification_matrix import MATRIX_EVENTS, is_enabled
+    from app.models.user_notification_matrix import overrides_for_user
+
+    overrides   = overrides_for_user(customer.id)
+    matrix_rows = [
+        {
+            'event':    event_key,
+            'label':    label,
+            'global':   is_enabled(event_key, customer.role),
+            'override': overrides.get(event_key),   # True / False / None
+        }
+        for event_key, label in MATRIX_EVENTS.items()
+    ]
+
     return render_template(
         'customers/manage.html',
         customer      = customer,
         assignments   = assignments,
+        assigned_pids = assigned_pids,
         facilities    = facilities,
         aform         = aform,
         projects      = projects,
+        matrix_rows   = matrix_rows,
     )
 
 
@@ -388,12 +506,16 @@ def manage(customer_id):
 @login_required
 @supervisor_required
 def add_assignment(customer_id):
-    customer = db.session.get(User, customer_id)
-    if customer is None:
-        abort(404)
-    if customer.role != 'customer':
-        flash('Assignments are only for customer accounts.', 'warning')
-        return redirect(url_for('customers.index'))
+    customer, moved = _get_customer_or_redirect(customer_id)
+    if moved:
+        return moved
+    if customer.is_inspector:
+        # A Customer Inspector is scoped by InspectorAssignment — writing a
+        # CustomerAssignment row for them would grant nothing while looking
+        # like it had.
+        flash('Customer Inspectors are assigned whole contracts — use the '
+              'contract list on this page.', 'warning')
+        return redirect(url_for('customers.manage', customer_id=customer_id))
 
     project_id  = request.form.get('project_id', type=int)
     facility_id = request.form.get('facility_id', type=int) or None
@@ -462,18 +584,233 @@ def remove_assignment(assignment_id):
     return redirect(url_for('customers.manage', customer_id=customer_id))
 
 
+# ── Contract assignments for a Customer Inspector ────────────────────────────
+
+@bp.route('/<int:customer_id>/contracts', methods=['POST'])
+@login_required
+@supervisor_required
+def assign_contracts(customer_id):
+    """Replace a Customer Inspector's whole InspectorAssignment set.
+
+    Same replace-the-entire-set semantics as auth.assign_inspector_contracts
+    (rule 59) — the form posts the complete checked list, rows not in the POST
+    body are deleted. Callers must always send the full desired set, never a
+    diff.
+    """
+    customer, moved = _get_customer_or_redirect(customer_id)
+    if moved:
+        return moved
+    if not customer.is_inspector:
+        flash('Contract assignment is for Customer Inspector accounts. '
+              'Customer Directors are assigned per contract or facility below.',
+              'warning')
+        return redirect(url_for('customers.manage', customer_id=customer_id))
+
+    from app.utils.time_utils import now_eastern
+
+    selected_ids  = set(request.form.getlist('project_ids', type=int))
+    existing      = InspectorAssignment.query.filter_by(user_id=customer_id).all()
+    existing_pids = {a.project_id for a in existing}
+
+    for a in existing:
+        if a.project_id not in selected_ids:
+            db.session.delete(a)
+    for pid in selected_ids:
+        if pid not in existing_pids:
+            db.session.add(InspectorAssignment(
+                user_id    = customer_id,
+                project_id = pid,
+                created_at = now_eastern(),
+            ))
+
+    db.session.commit()
+
+    logger.info('CUSTOMERS | assign_contracts | admin=%s customer=%s projects=%s',
+                current_user.username, customer.username, sorted(selected_ids))
+    log_action(ACTION_UPDATE, 'User', customer.id, customer.username,
+               f'inspector_assignments={sorted(selected_ids)}')
+
+    if not selected_ids:
+        # Rule 57 is strict, and silently is exactly how it bites.
+        flash(f'{customer.display_name} now has no contracts assigned and will '
+              f'see nothing until at least one is granted.', 'warning')
+    else:
+        flash(f'Contract assignments updated for {customer.display_name}.', 'success')
+    return redirect(url_for('customers.manage', customer_id=customer_id))
+
+
+# ── Per-account notification matrix ──────────────────────────────────────────
+
+@bp.route('/<int:customer_id>/notifications', methods=['POST'])
+@login_required
+@supervisor_required
+def save_notifications(customer_id):
+    """Save this account's per-event notification overrides.
+
+    Each event posts one of 'inherit' / 'on' / 'off'. 'inherit' DELETES the row
+    rather than storing the global column's current value — so an account that
+    never expressed an opinion keeps following the global matrix when it
+    changes later.
+    """
+    customer, moved = _get_customer_or_redirect(customer_id)
+    if moved:
+        return moved
+
+    from app.models.notification_matrix import MATRIX_EVENTS
+    from app.models.user_notification_matrix import set_overrides
+
+    tri = {'inherit': None, 'on': True, 'off': False}
+    values = {}
+    for event_key in MATRIX_EVENTS:
+        # Only events this form actually posted; an unknown or missing value
+        # is treated as inherit rather than guessed at.
+        choice = request.form.get(f'event_{event_key}')
+        if choice is not None:
+            values[event_key] = tri.get(choice)
+
+    changed = set_overrides(customer.id, values)
+    db.session.commit()
+
+    logger.info('CUSTOMERS | notif_matrix | admin=%s customer=%s changed=%s',
+                current_user.username, customer.username, changed)
+    log_action(ACTION_UPDATE, 'User', customer.id, customer.username,
+               f'notification overrides updated ({changed} change(s))')
+
+    flash(f'Notification settings saved for {customer.display_name}.'
+          if changed else 'No notification changes to save.',
+          'success' if changed else 'info')
+    return redirect(url_for('customers.manage', customer_id=customer.id))
+
+
+# ── Switch between the two customer roles ────────────────────────────────────
+
+@bp.route('/<int:customer_id>/switch-role', methods=['POST'])
+@login_required
+@admin_required
+def switch_role(customer_id):
+    """Flip an account between Customer Director and Customer Inspector.
+
+    The two roles read DIFFERENT scoping tables, so flipping the column alone
+    would leave the account correctly labelled and seeing nothing (rule 57 is
+    strict for inspectors, and a director with no CustomerAssignment rows is
+    equally blind). The contracts are therefore mirrored across: every contract
+    the account could reach before, it can reach after.
+
+    Facility-level narrowing does NOT survive a switch to inspector — there is
+    no per-facility row for inspectors, so a director scoped to one building in
+    a contract becomes an inspector on that whole contract. The confirm dialog
+    says so; the flash repeats it. Switching BACK is lossless though: the
+    original facility-level rows were never deleted, and the reverse mirror
+    skips contracts the account can already reach, so it does not pile a
+    contract-wide grant on top of them.
+
+    API access changes in both directions ('external_inspector' has mobile API
+    access, 'customer' is 403 everywhere), so the account's refresh tokens and
+    device registrations are revoked — an issued JWT would otherwise keep
+    working until it expired, and a signed-in iPad would keep syncing.
+    """
+    customer, moved = _get_customer_or_redirect(customer_id)
+    if moved:
+        return moved
+
+    from app.utils.time_utils import now_eastern
+    from app.models.api_token import RefreshToken, DeviceToken
+
+    old_role = customer.role
+    new_role = 'external_inspector' if old_role == 'customer' else 'customer'
+
+    widened = False
+
+    if new_role == 'external_inspector':
+        # Director → Inspector: CustomerAssignment (contract or facility) →
+        # InspectorAssignment (contract only).
+        existing_pids = {
+            a.project_id
+            for a in InspectorAssignment.query.filter_by(user_id=customer.id).all()
+        }
+        for a in CustomerAssignment.query.filter_by(user_id=customer.id).all():
+            if a.facility_id:
+                widened = True
+            if a.project_id not in existing_pids:
+                db.session.add(InspectorAssignment(
+                    user_id    = customer.id,
+                    project_id = a.project_id,
+                    created_at = now_eastern(),
+                ))
+                existing_pids.add(a.project_id)
+    else:
+        # Inspector → Director: contract-level CustomerAssignment rows
+        # (facility_id NULL = all facilities in the contract).
+        #
+        # `existing_pids` counts ANY row for the contract, facility-level ones
+        # included — NOT just the contract-wide ones. That is what makes a
+        # round trip lossless: an account narrowed to one facility, switched to
+        # inspector (which can only hold whole contracts) and switched back
+        # would otherwise gain a contract-wide row on top of its original
+        # facility row and come back with the whole contract. Skipping
+        # contracts the account can already reach as a director leaves the
+        # original narrowing intact, while contracts granted during the
+        # inspector spell still carry over.
+        existing_pids = {
+            a.project_id
+            for a in CustomerAssignment.query.filter_by(user_id=customer.id).all()
+        }
+        for a in InspectorAssignment.query.filter_by(user_id=customer.id).all():
+            if a.project_id not in existing_pids:
+                db.session.add(CustomerAssignment(
+                    user_id     = customer.id,
+                    project_id  = a.project_id,
+                    facility_id = None,
+                ))
+                existing_pids.add(a.project_id)
+
+    # The stale rows for the role being left are kept on purpose: switching
+    # back restores the account's original scope, including any facility-level
+    # narrowing that the inspector side cannot express. They are inert while
+    # the other role is active — each scope helper reads only its own table.
+
+    customer.role = new_role
+
+    revoked = (
+        RefreshToken.query
+        .filter_by(user_id=customer.id, revoked=False)
+        .update({'revoked': True}, synchronize_session=False)
+    )
+    devices = (
+        DeviceToken.query
+        .filter_by(user_id=customer.id)
+        .delete(synchronize_session=False)
+    )
+
+    db.session.commit()
+
+    logger.info('CUSTOMERS | switch_role | admin=%s customer=%s %s -> %s '
+                'tokens_revoked=%s devices_cleared=%s',
+                current_user.username, customer.username, old_role, new_role,
+                revoked, devices)
+    log_action(ACTION_UPDATE, 'User', customer.id, customer.username,
+               f'role switched {old_role} -> {new_role}; '
+               f'refresh_tokens_revoked={revoked}; devices_cleared={devices}')
+
+    msg = (f'{customer.display_name} is now a {customer.role_label}. '
+           f'Their contracts were carried across; any signed-in device must log in again.')
+    if widened:
+        msg += (' Note: facility-level limits do not exist for inspectors, so '
+                'this account now covers every facility in those contracts — '
+                'review the contract list below.')
+    flash(msg, 'warning' if widened else 'success')
+    return redirect(url_for('customers.manage', customer_id=customer.id))
+
+
 # ── Toggle active ─────────────────────────────────────────────────────────────
 
 @bp.route('/<int:customer_id>/toggle-active', methods=['POST'])
 @login_required
 @supervisor_required
 def toggle_active(customer_id):
-    customer = db.session.get(User, customer_id)
-    if customer is None:
-        abort(404)
-    if customer.role != 'customer':
-        flash('This action is only for customer accounts.', 'warning')
-        return redirect(url_for('customers.index'))
+    customer, moved = _get_customer_or_redirect(customer_id)
+    if moved:
+        return moved
 
     customer.active = not customer.active
     db.session.commit()

app/routes/dashboard.py

@@ -17,6 +17,16 @@ bp = Blueprint('dashboard', __name__)
 logger = logging.getLogger(__name__)
 
 
+# Columns the dashboard actually reads off an issue row. The cards below need
+# counts and buckets, never a hydrated Issue — loading the full entity pulls the
+# description TEXT and three JSON photo columns for every open issue in scope,
+# on every dashboard load, and registers each one in the identity map.
+# A Row exposes the same attribute names, so the severity/handler tallies and
+# sla_status() work against these unchanged.
+_ISSUE_CARD_COLS = (Issue.id, Issue.severity, Issue.status,
+                    Issue.reported_at, Issue.handler_type)
+
+
 @bp.route('/')
 @bp.route('/dashboard')
 @login_required
@@ -24,11 +34,16 @@ def index():
     now         = now_eastern()
     today_start = now.replace(hour=0, minute=0, second=0, microsecond=0)
     today_end   = today_start + timedelta(days=1)
+    # MT-16 — Monday 00:00 of the current week, for the modern dashboard's
+    # "submitted this week" tile. Derived from today_start so it inherits
+    # now_eastern() rather than mixing in a second clock.
+    week_start  = today_start - timedelta(days=today_start.weekday())
 
-    is_inspector      = current_user.role == 'inspector'
+    is_inspector      = current_user.is_inspector
     is_privileged     = current_user.role in ['admin', 'director']
     is_customer       = current_user.role == 'customer'
     is_project_manager = current_user.role == 'project_manager'
+    is_auditor         = current_user.role == 'auditor'
 
     # Resolve facility scope
     customer_facility_ids  = get_customer_scope(current_user)   # None for non-customers
@@ -61,6 +76,14 @@ def index():
         Inspection.inspection_date <  today_end,
     ).count()
 
+    # MT-16 — fully completed & submitted so far this week (Monday → now).
+    # Reuses base_q, so it inherits the same role scoping as every other tile.
+    submitted_this_week = base_q.filter(
+        Inspection.status          == 'completed',
+        Inspection.inspection_date >= week_start,
+        Inspection.inspection_date <  today_end,
+    ).count()
+
     # ── Open issues (inspector: all issues in contracted facilities) ───────
     open_issues_q = Issue.query.filter(Issue.status.in_(['open', 'in_progress']))
     if is_inspector:
@@ -87,7 +110,7 @@ def index():
             ))
 
     # Single query — derive count from the list to avoid hitting the DB twice
-    open_issues_all = open_issues_q.all()
+    open_issues_all = open_issues_q.with_entities(*_ISSUE_CARD_COLS).all()
     open_issues     = len(open_issues_all)
     severity_breakdown = {
         'critical': sum(1 for i in open_issues_all if i.severity == 'critical'),
@@ -162,9 +185,13 @@ def index():
         if not inspector_facility_ids:
             followup_q = followup_q.filter(False)
         else:
+            # OWNERSHIP, not authorship — see Inspection.follow_up_owned_by().
+            # An assigned follow-up lives on an inspection somebody else
+            # performed, so testing inspector_id made the card read 0 for the
+            # very person who had been asked to do the work.
             followup_q = followup_q.filter(
                 Inspection.facility_id.in_(inspector_facility_ids),
-                Inspection.inspector_id == current_user.id,
+                Inspection.follow_up_owned_by(current_user.id),
             )
     elif is_customer:
         if customer_facility_ids:
@@ -209,7 +236,7 @@ def index():
     elif is_customer and not customer_facility_ids:
         all_open_issues = []
     else:
-        all_open_issues = sla_q.all()
+        all_open_issues = sla_q.with_entities(*_ISSUE_CARD_COLS).all()
     sla_breached = sum(1 for i in all_open_issues if sla_status(i) == 'breached')
     sla_at_risk  = sum(1 for i in all_open_issues if sla_status(i) == 'at_risk')
 
@@ -281,6 +308,26 @@ def index():
             stale_q = stale_q.filter(False)
     stale_in_progress = stale_q.count()
 
+    # ── In-progress inspections, all ages (MT-16) ─────────────────────────────
+    # stale_in_progress above counts only those older than 24h. The modern
+    # dashboard shows the full in-progress count as its own tile, so this is a
+    # separate query with the SAME role scoping rather than a reuse of stale_q.
+    inprog_q = Inspection.query.filter(Inspection.status == 'in_progress')
+    if is_inspector:
+        if not inspector_facility_ids:
+            inprog_q = inprog_q.filter(False)
+        else:
+            inprog_q = inprog_q.filter(
+                Inspection.facility_id.in_(inspector_facility_ids),
+                Inspection.inspector_id == current_user.id,
+            )
+    elif is_customer:
+        if customer_facility_ids:
+            inprog_q = inprog_q.filter(Inspection.facility_id.in_(customer_facility_ids))
+        else:
+            inprog_q = inprog_q.filter(False)
+    in_progress_total = inprog_q.count()
+
     # ── Unassigned open issues ────────────────────────────────────────────────
     from app.models.facility import Area as _AreaU
     unassigned_q = Issue.query.outerjoin(_AreaU, Issue.area_id == _AreaU.id).filter(
@@ -299,12 +346,12 @@ def index():
         unassigned_q = unassigned_q.filter(False)  # not relevant for customers
     unassigned_open = unassigned_q.count()
 
-    # ── Inspector activity today (admin / director / PM only) ─────────────────
+    # ── Inspector activity today (admin / director / PM / auditor only) ───────
     inspector_activity = []
-    if is_privileged or is_project_manager:
+    if is_privileged or is_project_manager or is_auditor:
         active_inspectors = (
             User.query
-            .filter_by(role='inspector', active=True)
+            .filter(User.role.in_(User.INSPECTOR_ROLES), User.active == True)
             .order_by(User.full_name, User.username)
             .all()
         )
@@ -343,8 +390,60 @@ def index():
             .all()
         )
 
+    # ── Scheduled inspections (phase43): upcoming / overdue ───────────────────
+    # Plan-mode only: 'auto' schedules materialise themselves into the
+    # inspections list, so surfacing them here would double-report the work.
+    sched_upcoming      = []
+    sched_overdue_count = 0
+    # MT-16 — the modern dashboard additionally shows the total number of active
+    # plans ("On Schedules") and offers Continue instead of a duplicate Start
+    # where an inspection is already underway for that plan.
+    sched_total            = 0
+    sched_open_inspections = {}
+    if not is_customer:
+        from app.models.inspection_schedule import InspectionSchedule
+        _today = now_eastern().date()
+        _sq = InspectionSchedule.query.filter(
+            InspectionSchedule.active.is_(True),
+            InspectionSchedule.mode == 'plan',
+        )
+        if is_inspector:
+            _sq = _sq.filter(InspectionSchedule.inspector_id == current_user.id)
+        _all_sched = _sq.order_by(InspectionSchedule.next_run_at.asc()).all()
+        sched_overdue_count = sum(1 for s in _all_sched if s.is_overdue(_today))
+        # Upcoming = due today through the next 7 days (overdue shown separately)
+        sched_upcoming = [
+            s for s in _all_sched
+            if s.next_run_at and _today <= s.next_run_at.date() <= _today + timedelta(days=7)
+        ][:8]
+        sched_total = len(_all_sched)   # active plan-mode schedules
+        # {schedule_id: inspection_id} for plans with an inspection already in
+        # progress. MT's FK is Inspection.inspection_schedule_id (ST calls it
+        # scheduled_inspection_id). Ordered ascending so that when a plan somehow
+        # has more than one open inspection, the dict keeps the LOWEST id — the
+        # original, not a later duplicate.
+        _sched_ids = [s.id for s in sched_upcoming if s.id]
+        if _sched_ids:
+            _open_rows = (
+                Inspection.query
+                .filter(Inspection.inspection_schedule_id.in_(_sched_ids),
+                        Inspection.status == 'in_progress')
+                .order_by(Inspection.id.desc())
+                .all()
+            )
+            sched_open_inspections = {
+                r.inspection_schedule_id: r.id for r in _open_rows
+            }
+
     return render_template(
         'dashboard.html',
+        sched_upcoming       = sched_upcoming,
+        sched_overdue_count  = sched_overdue_count,
+        sched_total          = sched_total,
+        sched_open_inspections = sched_open_inspections,
+        in_progress_total    = in_progress_total,
+        submitted_this_week  = submitted_this_week,
+        week_start_str       = week_start.strftime('%Y-%m-%d'),
         today_inspections    = today_inspections,
         completed_today      = completed_today,
         open_issues          = open_issues,

app/routes/facilities.py

@@ -6,7 +6,8 @@ from app.models.facility import Facility, Area
 from app.models.project import Project
 from app.utils.forms import FacilityForm, AreaForm
 from app.utils.decorators import supervisor_required, admin_required, project_manager_required
-from app.utils.audit import log_action, ACTION_CREATE, ACTION_UPDATE, ACTION_DELETE
+from app.utils.audit import (log_action, ACTION_CREATE, ACTION_UPDATE, ACTION_DELETE,
+                             ACTION_EXPORT)
 from app.utils.scope import get_customer_scope, get_inspector_scope
 from app.tenancy.gates import quota_soft_check
 
@@ -22,7 +23,7 @@ def list_facilities():
         facilities = Facility.query.filter(
             Facility.id.in_(cids), Facility.active == True
         ).order_by(Facility.name).all()
-    elif current_user.role == 'inspector':
+    elif current_user.is_inspector:
         fids = get_inspector_scope(current_user) or []
         facilities = Facility.query.filter(
             Facility.id.in_(fids), Facility.active == True
@@ -244,20 +245,70 @@ def delete_area(area_id):
 
 def _qr_scan_url(facility):
     """Absolute public scan URL, built from the current host (rule 64 pattern)."""
+    facility.ensure_qr_token()
     return request.host_url.rstrip('/') + url_for('facility_qr.scan',
                                                   token=facility.qr_token)
 
 
+def _facility_for_qr_or_403(facility_id):
+    """Load a facility for a QR action, enforcing customer facility scope.
+
+    Customers may only touch QR codes for facilities they are assigned to; all
+    other roles have unrestricted QR access. Replaces the previous
+    @project_manager_required gate so a customer can print (and rotate) the
+    codes posted in their own building.
+    """
+    facility = db.session.get(Facility, facility_id)
+    if facility is None:
+        abort(404)
+    # QR management is not an inspector task (matches qr_print_all/qr_export_pdf).
+    if current_user.is_inspector:
+        abort(403)
+    if current_user.role == 'customer':
+        cids = get_customer_scope(current_user) or []
+        if facility.id not in cids:
+            abort(403)
+    return facility
+
+
+def _qr_png_bytes(url):
+    """Return PNG bytes for a QR code encoding *url*."""
+    import io as _io
+    import qrcode
+    img = qrcode.make(url, box_size=10, border=2)
+    buf = _io.BytesIO()
+    img.save(buf, format='PNG')
+    return buf.getvalue()
+
+
+@bp.route('/<int:facility_id>/qr.png')
+@login_required
+def facility_qr_png(facility_id):
+    """Return the facility's QR code as a PNG image.
+
+    The printable card renders inline SVG; this PNG endpoint exists for the
+    print-all grid and is the same image the PDF export embeds.
+    """
+    facility = _facility_for_qr_or_403(facility_id)
+
+    created = not facility.qr_token
+    url = _qr_scan_url(facility)
+    if created:
+        db.session.commit()
+
+    from flask import Response
+    return Response(_qr_png_bytes(url), mimetype='image/png', headers={
+        'Cache-Control': 'private, max-age=3600',
+    })
+
+
 @bp.route('/<int:facility_id>/qr')
 @login_required
-@project_manager_required
 def qr_card(facility_id):
     """Printable QR card for one facility. Generates the token on first use."""
     from app.utils.qr import qr_svg
 
-    facility = db.session.get(Facility, facility_id)
-    if facility is None:
-        abort(404)
+    facility = _facility_for_qr_or_403(facility_id)
 
     if not facility.qr_token:
         facility.ensure_qr_token()
@@ -274,11 +325,19 @@ def qr_card(facility_id):
 
 @bp.route('/qr-sheet')
 @login_required
-@project_manager_required
 def qr_sheet():
     """Bulk print sheet — one labeled QR card per active facility."""
     from app.utils.qr import qr_svg
 
+    if current_user.is_inspector:
+        abort(403)
+
+    if current_user.role == 'customer':
+        cids = get_customer_scope(current_user) or []
+        facilities = (Facility.query
+                      .filter(Facility.id.in_(cids), Facility.active == True)
+                      .order_by(Facility.name).all()) if cids else []
+    else:
         facilities = Facility.query.filter_by(active=True).order_by(Facility.name).all()
 
     generated = 0
@@ -297,14 +356,17 @@ def qr_sheet():
 
 @bp.route('/<int:facility_id>/qr/regenerate', methods=['POST'])
 @login_required
-@supervisor_required
 def regenerate_qr(facility_id):
-    """Rotate the QR token — invalidates every previously printed poster."""
+    """Rotate the QR token — invalidates every previously printed poster.
+
+    Allowed for admin/director, and for customers on their own assigned
+    facilities. Project managers, auditors and inspectors cannot regenerate.
+    """
     import secrets
 
-    facility = db.session.get(Facility, facility_id)
-    if facility is None:
-        abort(404)
+    facility = _facility_for_qr_or_403(facility_id)
+    if current_user.role not in ('admin', 'director', 'customer'):
+        abort(403)
 
     facility.qr_token = secrets.token_urlsafe(32)
     db.session.commit()
@@ -315,3 +377,231 @@ def regenerate_qr(facility_id):
     flash('QR code regenerated. Previously printed posters no longer work — '
           'print and post the new code.', 'success')
     return redirect(url_for('facilities.qr_card', facility_id=facility_id))
+
+# ── Public Area QR codes (phase42) ────────────────────────────────────────────
+# Mirrors the facility QR routes above, but scoped to a single area. Customer
+# scope is enforced via the area's parent facility.
+
+def _area_qr_scan_url(area):
+    """Absolute public scan URL for an area, built from the current host."""
+    area.ensure_qr_token()
+    return request.host_url.rstrip('/') + url_for('facility_qr.area_scan',
+                                                  token=area.qr_token)
+
+
+def _area_for_qr_or_403(area_id):
+    """Load an area for a QR action, enforcing customer facility scope."""
+    area = db.session.get(Area, area_id)
+    if area is None:
+        abort(404)
+    # QR management is not an inspector task (matches qr_print_all/qr_export_pdf).
+    if current_user.is_inspector:
+        abort(403)
+    if current_user.role == 'customer':
+        cids = get_customer_scope(current_user) or []
+        if area.facility_id not in cids:
+            abort(403)
+    return area
+
+
+@bp.route('/areas/<int:area_id>/qr.png')
+@login_required
+def area_qr_png(area_id):
+    """Return the area's QR code as a PNG image."""
+    area = _area_for_qr_or_403(area_id)
+
+    created = not area.qr_token
+    url = _area_qr_scan_url(area)
+    if created:
+        db.session.commit()
+
+    from flask import Response
+    return Response(_qr_png_bytes(url), mimetype='image/png', headers={
+        'Cache-Control': 'private, max-age=3600',
+    })
+
+
+@bp.route('/areas/<int:area_id>/qr')
+@login_required
+def area_qr_card(area_id):
+    """Printable page: area name + facility + QR + public URL + instructions."""
+    from app.utils.qr import qr_svg
+
+    area = _area_for_qr_or_403(area_id)
+
+    created = not area.qr_token
+    scan_url = _area_qr_scan_url(area)
+    if created:
+        db.session.commit()
+        logger.info('FACILITIES | area_qr_token_created | user=%s | area_id=%s',
+                    current_user.username, area_id)
+
+    return render_template('facilities/area_qr.html',
+                           area=area,
+                           facility=area.facility,
+                           scan_url=scan_url,
+                           svg=qr_svg(scan_url))
+
+
+@bp.route('/areas/<int:area_id>/qr/regenerate', methods=['POST'])
+@login_required
+def regenerate_area_qr(area_id):
+    """Rotate an area's QR token — invalidates every previously printed poster.
+
+    Allowed for admin/director, and for customers on their own assigned
+    facilities. Project managers, auditors and inspectors cannot regenerate.
+    """
+    import secrets
+
+    area = _area_for_qr_or_403(area_id)
+    if current_user.role not in ('admin', 'director', 'customer'):
+        abort(403)
+
+    area.qr_token = secrets.token_urlsafe(32)
+    db.session.commit()
+    logger.info('FACILITIES | area_qr_token_regenerated | user=%s | area_id=%s',
+                current_user.username, area_id)
+    log_action(ACTION_UPDATE, 'Area', area.id, area.name,
+               'QR token regenerated — previously printed QR posters are now invalid')
+    flash('QR code regenerated. Previously printed posters no longer work — '
+          'print and post the new code.', 'warning')
+    return redirect(url_for('facilities.area_qr_card', area_id=area.id))
+
+
+# ── Bulk QR print / export (phase42) ──────────────────────────────────────────
+
+@bp.route('/qr/print-all')
+@login_required
+def qr_print_all():
+    """Printable / selectable sheet of the QR codes the user can see.
+
+    Query params (all optional):
+      ?contract_id=<id>    — limit to one contract; narrows the facility dropdown
+      ?facility_id=<id>    — limit to a single facility
+      ?include_areas=1     — also render each facility's per-area QR codes
+
+    Inspectors have no QR management (403); customers are scoped to their
+    assigned facilities; managers see all active facilities.
+    """
+    if current_user.is_inspector:
+        abort(403)
+
+    contract_id   = request.args.get('contract_id', type=int)
+    facility_id   = request.args.get('facility_id', type=int)
+    include_areas = request.args.get('include_areas') in ('1', 'true', 'on')
+
+    # Facilities in the viewer's scope.
+    if current_user.role == 'customer':
+        fids = get_customer_scope(current_user) or []
+        scoped = Facility.query.filter(Facility.id.in_(fids), Facility.active == True)
+    else:
+        scoped = Facility.query.filter(Facility.active == True)
+    scoped_facilities = scoped.order_by(Facility.name).all()
+
+    # Contract dropdown — only contracts present among the scoped facilities.
+    contract_ids = {f.project_id for f in scoped_facilities if f.project_id}
+    contracts = (Project.query
+                 .filter(Project.id.in_(contract_ids))
+                 .order_by(Project.name).all()) if contract_ids else []
+
+    # Facility dropdown — narrowed by the selected contract.
+    facility_options = [f for f in scoped_facilities
+                        if not contract_id or f.project_id == contract_id]
+
+    # The rendered grid — apply the contract + facility filters.
+    grid_facilities = facility_options
+    if facility_id:
+        grid_facilities = [f for f in grid_facilities if f.id == facility_id]
+
+    # Ensure every rendered facility (and area, if requested) has a token so
+    # its qr.png renders; collect areas keyed by facility id.
+    changed = False
+    areas_by_facility = {}
+    for f in grid_facilities:
+        if not f.qr_token:
+            f.ensure_qr_token()
+            changed = True
+        if include_areas:
+            fa = f.areas.order_by(Area.name).all()
+            for a in fa:
+                if not a.qr_token:
+                    a.ensure_qr_token()
+                    changed = True
+            areas_by_facility[f.id] = fa
+    if changed:
+        db.session.commit()
+
+    selected_contract = db.session.get(Project, contract_id) if contract_id else None
+    return render_template('facilities/qr_print_all.html',
+                           facilities=grid_facilities,
+                           areas_by_facility=areas_by_facility,
+                           include_areas=include_areas,
+                           contracts=contracts,
+                           facility_options=facility_options,
+                           selected_contract=selected_contract,
+                           selected_contract_id=contract_id,
+                           selected_facility_id=facility_id)
+
+
+@bp.route('/qr/export-pdf', methods=['POST'])
+@login_required
+def qr_export_pdf():
+    """Export the selected facility + area QR codes to a single PDF.
+
+    Selection arrives as repeated `facility_ids` / `area_ids` form fields.
+    Scope is enforced per-id via the same helpers as the QR pages, so a
+    customer can never export a code outside their assigned facilities.
+    """
+    if current_user.is_inspector:
+        abort(403)
+
+    facility_ids = request.form.getlist('facility_ids', type=int)
+    area_ids     = request.form.getlist('area_ids', type=int)
+
+    if not facility_ids and not area_ids:
+        flash('Select at least one QR code to export.', 'warning')
+        return redirect(request.referrer or url_for('facilities.qr_print_all'))
+
+    items = []
+    for fid in facility_ids:
+        facility = _facility_for_qr_or_403(fid)   # 403 if out of scope
+        url = _qr_scan_url(facility)
+        items.append({
+            'title':    facility.name,
+            'subtitle': facility.project.name if facility.project else None,
+            'caption':  'Facility · Report a problem & view recent quality',
+            'png':      _qr_png_bytes(url),
+            '_sort':    ((facility.name or '').lower(), 0, ''),
+        })
+    for aid in area_ids:
+        area = _area_for_qr_or_403(aid)            # 403 if out of scope
+        url = _area_qr_scan_url(area)
+        fac_name = area.facility.name if area.facility else ''
+        items.append({
+            'title':    area.name,
+            'subtitle': fac_name or None,
+            'caption':  'Area · Report a problem & view recent quality',
+            'png':      _qr_png_bytes(url),
+            '_sort':    (fac_name.lower(), 1, (area.name or '').lower()),
+        })
+
+    # Persist any tokens minted by ensure_qr_token() above.
+    db.session.commit()
+
+    # Group each facility with its own areas: facility card first, then areas.
+    items.sort(key=lambda x: x['_sort'])
+
+    from app.utils.pdf_export import generate_qr_codes_pdf
+    summary = f'{len(facility_ids)} facilit' + ('y' if len(facility_ids) == 1 else 'ies')
+    summary += f', {len(area_ids)} area' + ('' if len(area_ids) == 1 else 's')
+    pdf_bytes = generate_qr_codes_pdf(items, filter_summary=summary)
+
+    logger.info('FACILITIES | qr_export_pdf | user=%s | facilities=%s | areas=%s',
+                current_user.username, len(facility_ids), len(area_ids))
+    log_action(ACTION_EXPORT, 'Facility', 0, 'QR Codes',
+               f'exported {len(facility_ids)} facility + {len(area_ids)} area QR codes to PDF')
+
+    from flask import Response
+    return Response(pdf_bytes, mimetype='application/pdf', headers={
+        'Content-Disposition': 'attachment; filename="qr_codes.pdf"',
+    })

app/routes/facility_qr.py

@@ -5,7 +5,13 @@ Public facility QR scan page (phase38).
 
 `GET /f/<token>` — public, tokenized, NO login (same authorization model as
 vendor work orders, rule 89: the unguessable token IS the credential). Shows a
-read-only, counts-and-scores-only snapshot of one facility:
+read-only, counts-and-scores-only snapshot of one facility.
+
+`GET /f/area/<token>` (phase42) — the same page scoped to a single area, so a
+code posted inside one restroom reports on that restroom. Metrics are scoped by
+`Inspection.area_id` / `Issue.area_id`.
+
+Both pages show:
 
   * summary stats (90 days): completed inspections, average score,
     resolved issues, last inspection date
@@ -25,7 +31,8 @@ In multi-tenant mode the printed URL is built from the tenant's own domain
 import logging
 from datetime import timedelta
 
-from flask import Blueprint, render_template, redirect, request, url_for, abort
+from flask import (Blueprint, render_template, redirect, request, url_for,
+                   abort, flash)
 from flask_login import current_user
 from sqlalchemy import func, or_
 
@@ -33,6 +40,8 @@ from app import db, limiter
 from app.models.facility import Facility, Area
 from app.models.inspection import Inspection
 from app.models.issue import Issue
+from app.utils.forms import PublicIssueReportForm
+from app.utils.notifications import notify_by_matrix
 from app.utils.sla import sla_status
 from app.utils.scope import get_customer_scope, get_inspector_scope
 from app.utils.time_utils import now_eastern
@@ -43,6 +52,72 @@ bp = Blueprint('facility_qr', __name__, url_prefix='/f')
 
 SEVERITY_ORDER = ('critical', 'high', 'medium', 'low')
 
+#: Maximum number of photos an occupant may attach to a public report.
+MAX_REPORT_PHOTOS = 5
+
+
+def _save_report_photos(file_list):
+    """Save up to MAX_REPORT_PHOTOS uploaded photos from a public report.
+
+    Returns (photo_path, extra_paths) where photo_path is the primary evidence
+    photo (or None) and extra_paths is a list of the remaining paths (or None).
+    Splitting this way mirrors the Issue photo model: the first photo lives in
+    `photo_path`, the rest in `mobile_photo_paths` so they all render together
+    under "Photo Evidence" on the web (rule 44 — never `result_photos`).
+
+    Writes go through `_save_photo`, which validates magic bytes and routes to
+    the active storage backend (see app/utils/storage.py).
+    """
+    from app.routes.inspections import _save_photo
+    saved = []
+    for f in (file_list or [])[:MAX_REPORT_PHOTOS]:
+        path = _save_photo(f, subfolder='issue_photos')
+        if path:
+            saved.append(path)
+    photo_path  = saved[0] if saved else None
+    extra_paths = saved[1:] if len(saved) > 1 else None
+    return photo_path, extra_paths
+
+
+def _facility_by_token_or_404(token):
+    """Resolve an ACTIVE facility from its QR token, else 404."""
+    if not token:
+        abort(404)
+    facility = Facility.query.filter_by(qr_token=token).first()
+    if facility is None or not facility.active:
+        abort(404)
+    return facility
+
+
+def _area_by_token_or_404(token):
+    """Resolve an area (and its ACTIVE facility) from the area's QR token."""
+    if not token:
+        abort(404)
+    area = Area.query.filter_by(qr_token=token).first()
+    if area is None:
+        abort(404)
+    facility = db.session.get(Facility, area.facility_id)
+    if facility is None or not facility.active:
+        abort(404)
+    return area, facility
+
+
+def _build_report_description(form, prefix):
+    """Fold optional reporter identity + location into the issue description.
+
+    The public reporter is not a User, so `reported_by` stays NULL and this is
+    the only place their name/contact is recorded.
+    """
+    parts = [prefix]
+    if form.area_label.data:
+        parts.append(f'Location: {form.area_label.data.strip()}')
+    reporter_bits = [b for b in (form.reporter_name.data, form.reporter_contact.data) if b]
+    if reporter_bits:
+        parts.append('Reporter: ' + ' — '.join(b.strip() for b in reporter_bits))
+    parts.append('')
+    parts.append(form.description.data.strip())
+    return '\n'.join(parts)
+
 
 def _can_view_full(facility):
     """True when the logged-in scanner's role scope covers this facility."""
@@ -50,34 +125,44 @@ def _can_view_full(facility):
         return False
     if current_user.role in ('admin', 'director', 'project_manager'):
         return True
-    if current_user.role == 'inspector':
+    if current_user.is_inspector:
         return facility.id in (get_inspector_scope(current_user) or [])
     if current_user.role == 'customer':
         return facility.id in (get_customer_scope(current_user) or [])
     return False
 
 
-@bp.route('/<token>')
-@limiter.limit('60 per hour')
-def scan(token):
-    facility = Facility.query.filter_by(qr_token=token).first()
-    if facility is None or not facility.active:
-        abort(404)
+def _build_snapshot(facility, area=None):
+    """Assemble the public snapshot for a facility, or for one area of it.
 
+    When `area` is given every metric is scoped to that area via
+    `Inspection.area_id` / `Issue.area_id`; otherwise the facility-wide math is
+    used, unchanged from phase38. Returns the template context (minus `token`).
+    """
     now = now_eastern()
     d30 = now - timedelta(days=30)
     d60 = now - timedelta(days=60)
     d90 = now - timedelta(days=90)
 
+    if area is not None:
+        insp_scope  = (Inspection.area_id == area.id,)
+        issue_q     = Issue.query.filter(Issue.area_id == area.id)
+    else:
+        insp_scope  = (Inspection.facility_id == facility.id,)
+        issue_q     = (Issue.query
+                       .outerjoin(Area, Issue.area_id == Area.id)
+                       .filter(or_(Issue.facility_id == facility.id,
+                                   Area.facility_id == facility.id)))
+
     completed = Inspection.query.filter(
-        Inspection.facility_id == facility.id,
+        *insp_scope,
         Inspection.status == 'completed',
     )
 
     # ── Summary stats (90 days) ───────────────────────────────────────────
     total_90 = completed.filter(Inspection.inspection_date >= d90).count()
     avg_90 = db.session.query(func.avg(Inspection.overall_score)).filter(
-        Inspection.facility_id == facility.id,
+        *insp_scope,
         Inspection.status == 'completed',
         Inspection.inspection_date >= d90,
         Inspection.overall_score.isnot(None),
@@ -91,7 +176,7 @@ def scan(token):
     # ── Score trend: last 30 days vs prior 30 (mirrors send_score_alerts) ─
     def _avg_between(start, end):
         return db.session.query(func.avg(Inspection.overall_score)).filter(
-            Inspection.facility_id == facility.id,
+            *insp_scope,
             Inspection.status == 'completed',
             Inspection.overall_score.isnot(None),
             Inspection.inspection_date >= start,
@@ -104,11 +189,6 @@ def scan(token):
         if (avg_cur is not None and avg_prior is not None) else None
 
     # ── Open issues: counts by severity + SLA state (counts only) ─────────
-    issue_q = (Issue.query
-               .outerjoin(Area, Issue.area_id == Area.id)
-               .filter(or_(Issue.facility_id == facility.id,
-                           Area.facility_id == facility.id)))
-
     open_issues = issue_q.filter(
         Issue.status.in_(('open', 'in_progress'))).all()
     severity_counts = {s: 0 for s in SEVERITY_ORDER}
@@ -130,13 +210,9 @@ def scan(token):
         Issue.resolved_at >= d90,
     ).count()
 
-    logger.info('FACILITY QR SCAN | facility_id=%s | authenticated=%s',
-                facility.id, current_user.is_authenticated)
-
-    return render_template(
-        'facility_qr/view.html',
-        token                = token,
+    return dict(
         facility             = facility,
+        area                 = area,
         contract             = facility.project,
         total_90             = total_90,
         avg_90               = float(avg_90) if avg_90 is not None else None,
@@ -157,6 +233,39 @@ def scan(token):
     )
 
 
+@bp.route('/<token>')
+@limiter.limit('60 per hour')
+def scan(token):
+    facility = _facility_by_token_or_404(token)
+
+    logger.info('FACILITY QR SCAN | facility_id=%s | authenticated=%s',
+                facility.id, current_user.is_authenticated)
+
+    return render_template(
+        'facility_qr/view.html',
+        token = token,
+        form  = PublicIssueReportForm(),
+        **_build_snapshot(facility),
+    )
+
+
+@bp.route('/area/<token>')
+@limiter.limit('60 per hour')
+def area_scan(token):
+    """Public snapshot for a single area (phase42)."""
+    area, facility = _area_by_token_or_404(token)
+
+    logger.info('AREA QR SCAN | area_id=%s | facility_id=%s | authenticated=%s',
+                area.id, facility.id, current_user.is_authenticated)
+
+    return render_template(
+        'facility_qr/area.html',
+        token = token,
+        form  = PublicIssueReportForm(),
+        **_build_snapshot(facility, area=area),
+    )
+
+
 @bp.route('/<token>/report', methods=['POST'])
 @limiter.limit('5 per hour')
 def report(token):
@@ -165,42 +274,132 @@ def report(token):
     No login required — the unguessable QR token is the sole authorization.
     A honeypot field silently rejects bot submissions. Creates an Issue with
     reported_by=None so staff know it came from a public form.
+
+    phase42: accepts up to 5 photos, an optional location label, and optional
+    reporter identity, on top of the description + severity taken previously.
     """
-    facility = Facility.query.filter_by(qr_token=token).first()
-    if facility is None or not facility.active:
-        abort(404)
+    facility = _facility_by_token_or_404(token)
+    form = PublicIssueReportForm()
 
     # Honeypot — bots fill this field, humans leave it blank
-    if request.form.get('website', '').strip():
+    if form.website.data:
         logger.warning('FACILITY QR REPORT | honeypot triggered | facility_id=%s', facility.id)
         return redirect(url_for('facility_qr.scan', token=token) + '?reported=1')
 
-    description = request.form.get('description', '').strip()
-    severity    = request.form.get('severity', 'medium')
+    if not form.validate_on_submit():
+        # Re-render with validation errors and the snapshot intact.
+        return render_template(
+            'facility_qr/view.html',
+            token = token,
+            form  = form,
+            **_build_snapshot(facility),
+        ), 400
 
-    if not description:
-        return redirect(url_for('facility_qr.scan', token=token))
+    severity = form.severity.data or 'medium'
     if severity not in ('low', 'medium', 'high'):
         severity = 'medium'
 
+    photo_path, extra_photos = _save_report_photos(form.photos.data)
+    description = _build_report_description(form, '[Reported via facility QR code]')
+
     issue = Issue(
         facility_id = facility.id,
+        area_id     = None,
         severity    = severity,
         description = description,
+        photo_path  = photo_path,
+        mobile_photo_paths = extra_photos,
         status      = 'open',
         reported_by = None,   # anonymous public submission
     )
     db.session.add(issue)
     db.session.commit()
 
-    logger.info('FACILITY QR REPORT | facility_id=%s issue_id=%s severity=%s',
-                facility.id, issue.id, severity)
+    _photo_count = (1 if photo_path else 0) + (len(extra_photos) if extra_photos else 0)
+    logger.info('FACILITY QR REPORT | facility_id=%s issue_id=%s severity=%s photos=%s',
+                facility.id, issue.id, severity, _photo_count)
 
-    # Notify staff via the notification matrix (same event as Issues → Create)
-    try:
-        from app.utils.notifications import notify_by_matrix
-        notify_by_matrix('issue_created', issue_id=issue.id, facility_id=facility.id)
-    except Exception as exc:
-        logger.error('FACILITY QR REPORT | notify_failed | err=%s', exc)
+    # Notify staff via the notification matrix (same event as Issues → Create).
+    # NOTE: title/body are REQUIRED positional args. The phase38 call omitted
+    # them, so every public QR report raised TypeError into the except below and
+    # nobody was ever notified — see MT3_DEPLOY.md §1.
+    _snippet = form.description.data.strip()
+    notify_by_matrix(
+        event_type  = 'issue_created',
+        title       = f'New Issue #{issue.id} at {facility.name} (QR report)',
+        body        = (
+            f'A problem was reported at {facility.name} via the facility QR code. '
+            f'Description: {_snippet[:120]}{"…" if len(_snippet) > 120 else ""}'
+        ),
+        link        = url_for('issues.view', issue_id=issue.id),
+        issue_id    = issue.id,
+        facility_id = facility.id,
+    )
+    db.session.commit()
 
     return redirect(url_for('facility_qr.scan', token=token) + '?reported=1')
+
+
+@bp.route('/area/<token>/report', methods=['POST'])
+@limiter.limit('5 per hour')
+def area_report(token):
+    """Public occupant issue report submitted from an area QR page (phase42).
+
+    The area is known from the token, so `area_id` is set directly — staff see
+    exactly which room the report came from without the occupant describing it.
+    """
+    area, facility = _area_by_token_or_404(token)
+    form = PublicIssueReportForm()
+
+    if form.website.data:
+        logger.warning('AREA QR REPORT | honeypot triggered | area_id=%s', area.id)
+        return redirect(url_for('facility_qr.area_scan', token=token) + '?reported=1')
+
+    if not form.validate_on_submit():
+        return render_template(
+            'facility_qr/area.html',
+            token = token,
+            form  = form,
+            **_build_snapshot(facility, area=area),
+        ), 400
+
+    severity = form.severity.data or 'medium'
+    if severity not in ('low', 'medium', 'high'):
+        severity = 'medium'
+
+    photo_path, extra_photos = _save_report_photos(form.photos.data)
+    description = _build_report_description(
+        form, f'[Reported via area QR code — {area.name}]')
+
+    issue = Issue(
+        facility_id = facility.id,
+        area_id     = area.id,
+        severity    = severity,
+        description = description,
+        photo_path  = photo_path,
+        mobile_photo_paths = extra_photos,
+        status      = 'open',
+        reported_by = None,   # anonymous public submission
+    )
+    db.session.add(issue)
+    db.session.commit()
+
+    _photo_count = (1 if photo_path else 0) + (len(extra_photos) if extra_photos else 0)
+    logger.info('AREA QR REPORT | area_id=%s facility_id=%s issue_id=%s severity=%s photos=%s',
+                area.id, facility.id, issue.id, severity, _photo_count)
+
+    _snippet = form.description.data.strip()
+    notify_by_matrix(
+        event_type  = 'issue_created',
+        title       = f'New Issue #{issue.id} at {facility.name} — {area.name} (QR report)',
+        body        = (
+            f'A problem was reported in {area.name} at {facility.name} via the area '
+            f'QR code. Description: {_snippet[:120]}{"…" if len(_snippet) > 120 else ""}'
+        ),
+        link        = url_for('issues.view', issue_id=issue.id),
+        issue_id    = issue.id,
+        facility_id = facility.id,
+    )
+    db.session.commit()
+
+    return redirect(url_for('facility_qr.area_scan', token=token) + '?reported=1')

app/routes/issues.py

@@ -6,7 +6,7 @@ from flask import (Blueprint, render_template, redirect, url_for,
                    flash, request, current_app, jsonify, abort, Response)
 from flask_login import login_required, current_user
 from app import db
-from app.models.issue import Issue, IssueComment, IssueFollower
+from app.models.issue import Issue, IssueComment, IssueFollower, IssueLink
 from app.models.facility import Facility, Area
 from app.models.user import User
 from app.models.notification import (
@@ -15,7 +15,8 @@ from app.models.notification import (
     EVENT_CUSTOMER_ISSUE_UPDATED,
 )
 from app.utils.forms import IssueForm, IssueUpdateForm
-from app.utils.decorators import supervisor_required, project_manager_required
+from app.utils.decorators import (supervisor_required, project_manager_required,
+                                  issue_manager_required, return_url)
 from app.utils.notifications import notify, notify_customers_for_facility, notify_by_matrix
 from app.utils.audit import log_action, ACTION_CREATE, ACTION_UPDATE, ACTION_DELETE, ACTION_EXPORT
 from app.tenancy.gates import quota_soft_check
@@ -70,6 +71,60 @@ class _SLAFilteredPage:
         return iter([1])
 
 
+# ── Issue read access ─────────────────────────────────────────────────────────
+# One definition of "may this person open this issue", used by the detail view,
+# by the linked-issues panel, and by the link picker's search. They must not
+# drift: the picker is what a person searches, but the panel is what actually
+# renders another issue's description, and the POST is the real boundary.
+#
+# All three are WITHIN one tenant. Cross-tenant isolation is not their job and
+# never can be — RoutingSession has already bound the session to g.tenant's
+# database, so an id from another tenant simply does not resolve here.
+
+def _viewer_facility_scope(user):
+    """Facility ids this user is confined to, or None when unrestricted.
+
+    Returns a LIST (possibly empty) for the two scoped role groups and None for
+    everyone else. Empty list and None mean opposite things — [] is "no access
+    to anything", None is "no restriction" — so callers must test `is None`
+    rather than truthiness (CLAUDE.md rule 57's failure mode).
+    """
+    if user.is_inspector:                       # rule 87 — never role == 'inspector'
+        return get_inspector_scope(user) or []
+    if user.role == 'customer':                 # rule 99 — capability check, exact match
+        return get_customer_scope(user) or []
+    return None
+
+
+def _issue_in_scope(issue, scope_ids):
+    """Whether one issue falls inside an already-resolved facility scope.
+
+    Takes the scope rather than the user so a caller filtering a list of issues
+    resolves it once instead of re-querying the assignment tables per row.
+    """
+    if scope_ids is None:
+        return True
+    facility = issue.resolved_facility
+    return facility is not None and facility.id in scope_ids
+
+
+def _issue_readable_by(issue, user):
+    """Single-issue convenience wrapper around the two helpers above."""
+    return _issue_in_scope(issue, _viewer_facility_scope(user))
+
+
+def _assignee_label(user):
+    """Dropdown label for an assignee.
+
+    MT-15 — external (customer / third-party) inspectors are assignable just
+    like the tenant's own crew, but are suffixed so whoever is triaging can see
+    at a glance that the work is going outside the company. Display only; the
+    stored value is still the user id.
+    """
+    return (f'{user.display_name} (Customer)'
+            if user.is_external_inspector else user.display_name)
+
+
 @bp.route('/export-list-pdf')
 @login_required
 def export_list_pdf():
@@ -85,7 +140,7 @@ def export_list_pdf():
         .order_by(Issue.reported_at.desc())
     )
 
-    if current_user.role == 'inspector':
+    if current_user.is_inspector:
         fids = get_inspector_scope(current_user)
         if not fids:
             q = q.filter(False)
@@ -133,13 +188,14 @@ def export_list_pdf():
             date_to_filter = ''
     if contract_filter.isdigit():
         _contract_fids = [
-            f.id for f in Facility.query.filter_by(project_id=int(contract_filter)).all()
+            fid for (fid,) in db.session.query(Facility.id)
+            .filter(Facility.project_id == int(contract_filter)).all()
         ]
         q = q.filter(db.or_(
             Issue.facility_id.in_(_contract_fids),
             Area.facility_id.in_(_contract_fids),
         )) if _contract_fids else q.filter(False)
-    if facility_filter:
+    if facility_filter.isdigit():
         fid = int(facility_filter)
         q = q.filter(db.or_(Issue.facility_id == fid, Area.facility_id == fid))
     if reporter_filter.isdigit():
@@ -168,7 +224,7 @@ def export_list_pdf():
         p = db.session.get(Project, int(contract_filter))
         if p:
             filter_parts.append(f'Contract: {p.name}')
-    if facility_filter:
+    if facility_filter.isdigit():
         f = db.session.get(Facility, int(facility_filter))
         if f:
             filter_parts.append(f'Facility: {f.name}')
@@ -210,7 +266,7 @@ def index():
         .order_by(Issue.reported_at.desc())
     )
 
-    if current_user.role == 'inspector':
+    if current_user.is_inspector:
         fids = get_inspector_scope(current_user)
         if not fids:
             q = q.filter(False)
@@ -266,7 +322,8 @@ def index():
             date_to_filter = ''
     if contract_filter.isdigit():
         _contract_fids = [
-            f.id for f in Facility.query.filter_by(project_id=int(contract_filter)).all()
+            fid for (fid,) in db.session.query(Facility.id)
+            .filter(Facility.project_id == int(contract_filter)).all()
         ]
         q = q.filter(db.or_(
             Issue.facility_id.in_(_contract_fids),
@@ -274,7 +331,7 @@ def index():
         )) if _contract_fids else q.filter(False)
     if reporter_filter.isdigit():
         q = q.filter(Issue.reported_by == int(reporter_filter))
-    if facility_filter:
+    if facility_filter.isdigit():
         fid = int(facility_filter)
         q = q.filter(
             db.or_(
@@ -312,13 +369,14 @@ def index():
     # can render the following badge and inline unfollow button without an
     # additional query per row.
     followed_ids = {
-        f.issue_id
-        for f in IssueFollower.query.filter_by(user_id=current_user.id).all()
+        iid for (iid,) in
+        db.session.query(IssueFollower.issue_id)
+        .filter(IssueFollower.user_id == current_user.id).all()
     }
 
     # Facilities for the filter dropdown — scoped for inspectors/customers,
     # then narrowed to the selected contract when contract_filter is active.
-    if current_user.role == 'inspector':
+    if current_user.is_inspector:
         fids = get_inspector_scope(current_user) or []
         _fq = Facility.query.filter(Facility.id.in_(fids), Facility.active == True)
     elif current_user.role == 'customer':
@@ -346,7 +404,8 @@ def index():
 
     # Staff for quick-assign dropdown — same roles as the full issue form
     staff = User.query.filter(
-        User.role.in_(['admin', 'director', 'inspector']), User.active == True
+        User.role.in_(['director', 'inspector', 'external_inspector', 'auditor']),
+        User.active == True
     ).order_by(User.username).all()
 
     # Reporters dropdown — users who have actually filed at least one issue
@@ -384,18 +443,14 @@ def view(issue_id):
     if issue is None:
         abort(404)
 
-    if current_user.role == 'inspector':
-        fids     = get_inspector_scope(current_user)
-        facility = issue.resolved_facility
-        if not fids or not facility or facility.id not in fids:
+    # Scope gate — see _issue_readable_by(). This was two inline blocks that the
+    # linked-issues panel would have had to reproduce a third time; it is now
+    # one definition so the panel cannot end up more permissive than the page.
+    if not _issue_readable_by(issue, current_user):
         flash('Access denied.', 'danger')
         return redirect(url_for('issues.index'))
+
     if current_user.role == 'customer':
-        cids = get_customer_scope(current_user) or []
-        facility = issue.resolved_facility
-        if not facility or facility.id not in cids:
-            flash('Access denied.', 'danger')
-            return redirect(url_for('issues.index'))
         if request.method == 'POST':
             # Customers may only add a comment, and only on issues they follow or reported
             can_comment = (issue.is_followed_by(current_user) or issue.reported_by == current_user.id)
@@ -404,7 +459,7 @@ def view(issue_id):
             comment_body = request.form.get('update_notes', '').strip()
             if not comment_body:
                 flash('Comment cannot be empty.', 'warning')
-                return redirect(url_for('issues.view', issue_id=issue_id))
+                return redirect(_view_url(issue_id))
             comment = IssueComment(
                 issue_id=issue.id,
                 user_id=current_user.id,
@@ -418,11 +473,20 @@ def view(issue_id):
                        f'#{issue.id}',
                        'customer comment added')
             flash('Comment posted.', 'success')
-            return redirect(url_for('issues.view', issue_id=issue_id))
+            return redirect(_view_url(issue_id))
 
     form  = IssueUpdateForm(obj=issue)
-    staff = User.query.filter(User.role.in_(['admin', 'director', 'inspector'])).order_by(User.username).all()
-    form.assigned_to.choices = [(0, '— Unassigned —')] + [(u.id, u.display_name) for u in staff]
+    staff = User.query.filter(User.role.in_(['director', 'inspector', 'external_inspector', 'auditor'])).order_by(User.username).all()
+    # Preserve any pre-existing assignee who is no longer in the assignable set
+    # (e.g. an admin assigned before admins were removed from the dropdown) so
+    # saving the form doesn't silently unassign them.
+    if issue.assigned_to and issue.assigned_to not in [u.id for u in staff]:
+        current_assignee = db.session.get(User, issue.assigned_to)
+        if current_assignee:
+            staff.append(current_assignee)
+    form.assigned_to.choices = [(0, '— Unassigned —')] + [
+        (u.id, _assignee_label(u)) for u in staff
+    ]
     form.status.data = form.status.data or issue.status
 
     if form.validate_on_submit():
@@ -431,7 +495,7 @@ def view(issue_id):
 
         issue.status = form.status.data
 
-        if current_user.role in ['admin', 'director']:
+        if current_user.role in ['admin', 'director', 'auditor']:
             issue.assigned_to = form.assigned_to.data or None
 
         if form.status.data == 'resolved' and not issue.resolved_at:
@@ -449,13 +513,24 @@ def view(issue_id):
         issue.result_notes = form.result_notes.data or None
 
         # Vendor / contractor assignment — admin, director, project_manager only
-        if current_user.role in ('admin', 'director', 'project_manager'):
+        if current_user.role in ('admin', 'director', 'project_manager', 'auditor'):
             issue.vendor_name    = form.vendor_name.data.strip() or None
             issue.vendor_contact = form.vendor_contact.data.strip() or None
             issue.vendor_notes   = form.vendor_notes.data.strip() or None
 
-            # Handler type (phase39)
-            ht = form.handler_type.data or None
+            # Handler type (phase39; NOT NULL since phase44)
+            # Coerce empty/unknown to 'internal' explicitly. This is NOT
+            # preventing a crash: handler_type carries a Python-side
+            # default='internal', and SQLAlchemy applies a column default when
+            # the attribute is None — so the previous `or None` would have been
+            # silently rescued to 'internal' rather than raising. The point is to
+            # not depend on that fairly obscure behaviour, and to state the
+            # intended value at the point of assignment. The membership check
+            # also backstops a crafted POST, though SelectField.pre_validate
+            # already rejects out-of-choice values.
+            ht = form.handler_type.data or 'internal'
+            if ht not in ('internal', 'facility', 'vendor'):
+                ht = 'internal'
             issue.handler_type = ht
             if ht == 'facility':
                 issue.facility_handler_name    = form.facility_handler_name.data.strip() or None
@@ -466,6 +541,13 @@ def view(issue_id):
                 issue.facility_handler_contact = None
                 issue.facility_handler_notes   = None
 
+            # Janitorial staff handler (phase44). Written unconditionally, the
+            # same way vendor_* above is: the work-order dispatch route also
+            # writes vendor_name, so clearing non-active handler fields here
+            # would discard data set elsewhere.
+            issue.internal_handler_name    = (form.internal_handler_name.data    or '').strip() or None
+            issue.internal_handler_contact = (form.internal_handler_contact.data or '').strip() or None
+
         from app.routes.inspections import _save_photo
         new_photos = []
         for file_obj in request.files.getlist('result_photos'):
@@ -625,10 +707,16 @@ def view(issue_id):
                    f'#{issue.id} in {issue.area.name if issue.area else issue.resolved_facility.name if issue.resolved_facility else '—'}',
                    f'status={issue.status}; assigned_to={issue.assigned_to}')
         flash('Issue updated.', 'success')
-        return redirect(url_for('issues.view', issue_id=issue_id))
+        return redirect(_view_url(issue_id))
 
     is_following = issue.is_followed_by(current_user)
-    if current_user.role == 'customer':
+    # TEMPORARY (Aug 2026) — COMMENTS_VISIBLE_TO_ALL lifts the phase22
+    # restriction so customers see every comment on the issue, not only the
+    # ones ticked "Share with customer". is_customer_visible is still recorded
+    # on every comment, so setting the flag back to false restores the old
+    # filtering with nothing to repair. See config.py.
+    comments_open = current_app.config.get('COMMENTS_VISIBLE_TO_ALL', False)
+    if current_user.role == 'customer' and not comments_open:
         comments = (issue.comments
                     .filter_by(is_customer_visible=True)
                     .order_by(IssueComment.created_at.asc()).all())
@@ -638,7 +726,210 @@ def view(issue_id):
                            issue=issue,
                            form=form,
                            comments=comments,
-                           is_following=is_following)
+                           comments_open=comments_open,
+                           is_following=is_following,
+                           # Already filtered to links whose far end this viewer
+                           # may open — see _readable_links().
+                           issue_links=_readable_links(issue, current_user),
+                           link_types=IssueLink.TYPE_CHOICES,
+                           can_manage_links=_can_manage_links(issue, current_user))
+
+
+# ── Issue links ───────────────────────────────────────────────────────────────
+# Connect a duplicate to its original, or two issues about the same thing, so
+# whoever picks one up can reach the other. Links are purely navigational: they
+# never touch status, SLA, assignee or followers on either issue.
+
+def _can_manage_links(issue, user):
+    """Who may add or remove a link on this issue.
+
+    Deliberately the SAME set as the page's `can_edit` (the Update Issue panel):
+    admin / director / auditor, or the person the issue is assigned to. Keeping
+    the two identical means the panel's buttons and this gate cannot disagree —
+    the alternative is a second, slightly different rule that nobody remembers.
+    Widening it (to project_manager, or to the reporter) is a one-line change
+    here, but change `can_edit` in issues/view.html at the same time.
+    """
+    return (user.role in ('admin', 'director', 'auditor')
+            or issue.assigned_to == user.id)
+
+
+def _readable_links(issue, user):
+    """Links on this issue whose FAR END the viewer may also open.
+
+    A link is a pointer to another issue's id, description and facility, so an
+    unfiltered panel would let a customer read an issue at a facility they have
+    no assignment to simply because one of our staff linked it. The scope is
+    resolved once for the whole list rather than per row.
+
+    Returns a list of (link, other_issue, label) ready for the template.
+    """
+    scope = _viewer_facility_scope(user)
+    visible = []
+    for link in issue.all_links():
+        other = link.other_issue(issue.id)
+        if other is None or not _issue_in_scope(other, scope):
+            continue
+        visible.append((link, other, link.label_for(issue.id)))
+    return visible
+
+
+@bp.route('/<int:issue_id>/links', methods=['POST'])
+@login_required
+def add_link(issue_id):
+    """Link this issue to another one."""
+    issue = db.session.get(Issue, issue_id)
+    if issue is None:
+        abort(404)
+    if not _issue_readable_by(issue, current_user):
+        abort(403)
+    if not _can_manage_links(issue, current_user):
+        abort(403)
+
+    link_type = request.form.get('link_type', '')
+    if link_type not in (IssueLink.TYPE_DUPLICATE, IssueLink.TYPE_RELATED):
+        flash('Choose how the two issues are related.', 'warning')
+        return redirect(_view_url(issue_id))
+
+    raw_target = (request.form.get('linked_issue_id') or '').strip().lstrip('#')
+    if not raw_target.isdigit():
+        flash('Enter the number of the issue to link, e.g. 412.', 'warning')
+        return redirect(_view_url(issue_id))
+    target_id = int(raw_target)
+
+    if target_id == issue.id:
+        flash('An issue cannot be linked to itself.', 'warning')
+        return redirect(_view_url(issue_id))
+
+    target = db.session.get(Issue, target_id)
+    # A 404 and a 403 are the same message here on purpose: whether an issue
+    # outside your scope EXISTS is not something the link box should confirm.
+    if target is None or not _issue_readable_by(target, current_user):
+        flash(f'Issue #{target_id} was not found.', 'warning')
+        return redirect(_view_url(issue_id))
+
+    if IssueLink.exists_between(issue.id, target.id):
+        flash(f'Issue #{issue.id} and #{target.id} are already linked.', 'info')
+        return redirect(_view_url(issue_id))
+
+    link = IssueLink(
+        issue_id        = issue.id,
+        linked_issue_id = target.id,
+        link_type       = link_type,
+        created_by      = current_user.id,
+    )
+    db.session.add(link)
+    db.session.commit()
+
+    log_action(ACTION_UPDATE, 'Issue', issue.id, f'#{issue.id}',
+               f'linked to #{target.id} as {link_type}')
+    current_app.logger.info(
+        'ISSUE LINK | issue_id=%s | linked_issue_id=%s | type=%s | user=%s',
+        issue.id, target.id, link_type, current_user.username,
+    )
+    flash(f'Issue #{issue.id} is now linked to #{target.id}.', 'success')
+    return redirect(_view_url(issue_id))
+
+
+@bp.route('/<int:issue_id>/links/<int:link_id>/delete', methods=['POST'])
+@login_required
+def remove_link(issue_id, link_id):
+    """Remove a link. Either end of it may do this."""
+    issue = db.session.get(Issue, issue_id)
+    if issue is None:
+        abort(404)
+    if not _issue_readable_by(issue, current_user):
+        abort(403)
+    if not _can_manage_links(issue, current_user):
+        abort(403)
+
+    link = db.session.get(IssueLink, link_id)
+    # The link must actually touch THIS issue. Without the check, anyone able to
+    # manage links on any one issue could delete a link between two others by
+    # posting its id here.
+    if link is None or issue.id not in (link.issue_id, link.linked_issue_id):
+        flash('That link no longer exists.', 'info')
+        return redirect(_view_url(issue_id))
+
+    other_id = link.linked_issue_id if link.issue_id == issue.id else link.issue_id
+    db.session.delete(link)
+    db.session.commit()
+
+    log_action(ACTION_UPDATE, 'Issue', issue.id, f'#{issue.id}',
+               f'unlinked from #{other_id}')
+    current_app.logger.info(
+        'ISSUE UNLINK | issue_id=%s | linked_issue_id=%s | user=%s',
+        issue.id, other_id, current_user.username,
+    )
+    flash(f'Removed the link to issue #{other_id}.', 'info')
+    return redirect(_view_url(issue_id))
+
+
+@bp.route('/<int:issue_id>/link-search')
+@login_required
+def link_search(issue_id):
+    """JSON candidates for the link picker.
+
+    Scoped exactly like the issue list, so an inspector or customer can only
+    find issues they could already open — searching must not become a way to
+    enumerate another contract's issues. The results are a convenience; the POST
+    in add_link() re-checks access and is the real boundary.
+    """
+    issue = db.session.get(Issue, issue_id)
+    if issue is None:
+        abort(404)
+    if not _issue_readable_by(issue, current_user):
+        abort(403)
+
+    term = (request.args.get('q') or '').strip().lstrip('#')
+    if len(term) < 1:
+        return jsonify({'results': []})
+
+    q = (
+        Issue.query
+        .outerjoin(Area, Issue.area_id == Area.id)
+        .options(joinedload(Issue.facility), contains_eager(Issue.area))
+        .filter(Issue.id != issue.id)
+    )
+
+    scope = _viewer_facility_scope(current_user)
+    if scope is not None:
+        if not scope:
+            return jsonify({'results': []})
+        q = q.filter(db.or_(
+            Issue.facility_id.in_(scope),
+            db.and_(Issue.area_id.isnot(None), Area.facility_id.in_(scope)),
+        ))
+
+    # Exclude issues already linked in either direction — offering them only
+    # produces an "already linked" flash.
+    linked_ids = {other.id for _l, other, _lbl in _readable_links(issue, current_user)}
+    if linked_ids:
+        q = q.filter(Issue.id.notin_(linked_ids))
+
+    if term.isdigit():
+        # A number is almost always an issue number, so match the id first and
+        # fall back to the description for things like "Room 204".
+        q = q.filter(db.or_(Issue.id == int(term),
+                            Issue.description.ilike(f'%{term}%')))
+    else:
+        q = q.filter(Issue.description.ilike(f'%{term}%'))
+
+    matches = q.order_by(Issue.reported_at.desc()).limit(10).all()
+
+    return jsonify({'results': [
+        {
+            'id':          i.id,
+            'description': (i.description or '')[:110],
+            'status':      (i.status or '').replace('_', ' ').title(),
+            'severity':    (i.severity or '').title(),
+            'location':    (i.area.name if i.area
+                            else i.resolved_facility.name if i.resolved_facility
+                            else '—'),
+            'reported_at': i.reported_at.strftime('%Y-%m-%d') if i.reported_at else '',
+        }
+        for i in matches
+    ]})
 
 
 # ── Follow ────────────────────────────────────────────────────────────────────
@@ -660,7 +951,7 @@ def follow(issue_id):
         flash('You are now following this issue and will receive notifications for any updates.', 'success')
     else:
         flash('You are already following this issue.', 'info')
-    return redirect(url_for('issues.view', issue_id=issue_id))
+    return redirect(_view_url(issue_id))
 
 
 # ── Unfollow ──────────────────────────────────────────────────────────────────
@@ -695,7 +986,7 @@ def unfollow(issue_id):
 @login_required
 @quota_soft_check('issues')
 def create():
-    if current_user.role not in ('admin', 'director', 'customer'):
+    if current_user.role not in ('admin', 'director', 'customer', 'auditor'):
         abort(403)
 
     from app.models.project import Project, CustomerAssignment
@@ -717,10 +1008,12 @@ def create():
     else:
         facilities = Facility.query.filter_by(active=True).order_by(Facility.name).all()
         projects   = Project.query.filter_by(active=True).order_by(Project.name).all()
-        staff = User.query.filter(User.role.in_(['admin', 'director', 'inspector'])).order_by(User.username).all()
+        staff = User.query.filter(User.role.in_(['director', 'inspector', 'external_inspector', 'auditor'])).order_by(User.username).all()
 
     form.facility_id.choices = [(f.id, f.name) for f in facilities]
-    form.assigned_to.choices = [(0, '— Unassigned —')] + [(u.id, u.display_name) for u in staff]
+    form.assigned_to.choices = [(0, '— Unassigned —')] + [
+        (u.id, _assignee_label(u)) for u in staff
+    ]
 
     # On POST validation error: identify which contract the submitted facility
     # belongs to so the contract selector can be restored on re-render.
@@ -744,6 +1037,25 @@ def create():
             reported_at = now_eastern(),
             reported_by = current_user.id,
         )
+
+        # "Handled By" — staff only; customer-created issues stay internal.
+        # (phase44) Previously the create form carried no handler fields at all,
+        # so a handler chosen here was silently discarded and had to be re-entered
+        # on the update form.
+        if current_user.role != 'customer':
+            handler = form.handler_type.data or 'internal'
+            if handler not in ('internal', 'facility', 'vendor'):
+                handler = 'internal'
+            issue.handler_type = handler
+            issue.facility_handler_name    = (form.facility_handler_name.data    or '').strip() or None
+            issue.facility_handler_contact = (form.facility_handler_contact.data or '').strip() or None
+            issue.facility_handler_notes   = (form.facility_handler_notes.data   or '').strip() or None
+            issue.vendor_name    = (form.vendor_name.data    or '').strip() or None
+            issue.vendor_contact = (form.vendor_contact.data or '').strip() or None
+            issue.vendor_notes   = (form.vendor_notes.data   or '').strip() or None
+            issue.internal_handler_name    = (form.internal_handler_name.data    or '').strip() or None
+            issue.internal_handler_contact = (form.internal_handler_contact.data or '').strip() or None
+
         db.session.add(issue)
         db.session.commit()
         current_app.logger.info(
@@ -793,17 +1105,18 @@ def create():
             )
             db.session.commit()
         flash('Issue created.', 'success')
-        return redirect(url_for('issues.index'))
+        return redirect(return_url(url_for('issues.index')))
 
     return render_template('issues/form.html', form=form, title='Log New Issue',
-                           projects=projects, selected_project_id=selected_project_id)
+                           projects=projects, selected_project_id=selected_project_id,
+                           issue_handler_descriptions=Issue.HANDLER_DESCRIPTIONS)
 
 
 # ── Supervisor verify resolved issue ─────────────────────────────────────────
 
 @bp.route('/<int:issue_id>/verify', methods=['POST'])
 @login_required
-@supervisor_required
+@issue_manager_required
 def verify(issue_id):
     """Supervisor sign-off: confirms resolution is satisfactory and closes the issue."""
     issue = db.session.get(Issue, issue_id)
@@ -812,7 +1125,7 @@ def verify(issue_id):
 
     if issue.status not in ('resolved', 'pending_verification'):
         flash('Only resolved or pending-verification issues can be verified.', 'warning')
-        return redirect(url_for('issues.view', issue_id=issue_id))
+        return redirect(_view_url(issue_id))
 
     note = request.form.get('verification_note', '').strip() or None
 
@@ -832,12 +1145,26 @@ def verify(issue_id):
                f'#{issue_id} in {issue.area.name if issue.area else issue.resolved_facility.name if issue.resolved_facility else '—'}',
                f'verified_by={current_user.username}')
     flash(f'Issue #{issue_id} verified and closed.', 'success')
-    return redirect(url_for('issues.view', issue_id=issue_id))
+    return redirect(_view_url(issue_id))
+
+
+def _view_url(issue_id):
+    """issues.view URL that carries the list `next` through.
+
+    An update posted from the detail page redirects back to that same detail
+    page; without re-attaching `next`, the Back button would lose the filters
+    the user arrived with and the next action from this page would too. Only
+    added when there is something to carry, so ordinary links stay clean.
+    """
+    nxt = request.form.get('next') or request.args.get('next')
+    if nxt:
+        return url_for('issues.view', issue_id=issue_id, next=nxt)
+    return url_for('issues.view', issue_id=issue_id)
 
 
 @bp.route('/bulk-verify', methods=['POST'])
 @login_required
-@supervisor_required
+@issue_manager_required
 def bulk_verify():
     """Verify multiple pending-verification issues in a single action."""
     issue_ids = request.form.getlist('issue_ids', type=int)
@@ -867,7 +1194,205 @@ def bulk_verify():
                            f'bulk_verified_by={current_user.username}')
 
     flash(f'{verified_count} issue{"s" if verified_count != 1 else ""} verified and closed.', 'success')
-    return redirect(url_for('issues.verification_queue'))
+    # Reachable from BOTH the verification queue and the issues list, so honour
+    # the caller's `next` and fall back to the queue as before.
+    return redirect(return_url(url_for('issues.verification_queue')))
+
+
+# ── Bulk actions from the issues list ────────────────────────────────────────
+
+#: Statuses a bulk status change may set, and what an issue must already be in
+#: for the change to mean anything. Moving an issue to the state it is already
+#: in is a no-op, so it counts as skipped rather than changed.
+_BULK_STATUSES = ('open', 'in_progress', 'resolved', 'pending_verification')
+
+
+@bp.route('/bulk', methods=['POST'])
+@login_required
+def bulk_action():
+    """Apply one action to every ticked issue on the list page.
+
+    Partial-failure policy (matches bulk_verify): act on every eligible row,
+    skip the rest, and report exact counts — never silently drop rows, and
+    never let one ineligible row block the batch.
+
+    Permission is checked per ACTION here rather than per row: all four actions
+    are manager-level, and the roles that hold them have org-wide issue access,
+    so there is no per-row scope question to answer. `skipped` therefore only
+    ever means "this row was not in a state the action applies to".
+    """
+    back   = return_url(url_for('issues.index'))
+    action = request.form.get('action', '')
+    ids    = request.form.getlist('issue_ids', type=int)
+
+    if not ids:
+        flash('No issues selected.', 'warning')
+        return redirect(back)
+
+    manager = current_user.role in ('admin', 'director', 'auditor')
+    deleter = current_user.role in ('admin', 'director')
+
+    allowed = {
+        'assign': manager,
+        'status': manager,
+        'verify': manager,
+        'delete': deleter,
+    }
+    if action not in allowed:
+        flash('Unknown bulk action.', 'danger')
+        return redirect(back)
+    if not allowed[action]:
+        flash('You do not have permission for that bulk action.', 'danger')
+        return redirect(back)
+
+    issues  = [i for i in (db.session.get(Issue, i_id) for i_id in ids) if i is not None]
+    missing = len(ids) - len(issues)
+    changed = 0
+    skipped = missing
+
+    # ── Assign ───────────────────────────────────────────────────────────
+    if action == 'assign':
+        raw  = request.form.get('assigned_to', '')
+        user = None
+        if raw and raw != '0':
+            user = db.session.get(User, int(raw)) if raw.isdigit() else None
+            if user is None:
+                flash('That user no longer exists.', 'danger')
+                return redirect(back)
+
+        # Track what actually moved. Re-deriving this after the commit by
+        # testing `issue.assigned_to == user.id` would also match the issues
+        # that were ALREADY assigned to that person — they were counted as
+        # skipped, but would still be emailed "assigned to you" every time
+        # anyone ran a bulk assign over them.
+        newly_assigned = []
+        for issue in issues:
+            if issue.assigned_to == (user.id if user else None):
+                skipped += 1
+                continue
+            issue.assigned_to = user.id if user else None
+            newly_assigned.append(issue)
+            changed += 1
+        db.session.commit()
+
+        if user:
+            for issue in newly_assigned:
+                notify(
+                    recipient  = user,
+                    title      = f'Issue #{issue.id} assigned to you',
+                    body       = (f'{issue.severity.title()}-severity issue at '
+                                  f'{issue.resolved_facility.name if issue.resolved_facility else "—"}: '
+                                  f'{issue.description[:120]}'),
+                    link       = url_for('issues.view', issue_id=issue.id),
+                    issue_id   = issue.id,
+                    event_type = EVENT_ISSUE_ASSIGNED,
+                    send_email = True,
+                )
+            db.session.commit()   # notify() does not commit — rule 70
+
+        label = user.display_name if user else 'Unassigned'
+        log_action(ACTION_UPDATE, 'Issue', None, f'bulk assign → {label}',
+                   f'ids={[i.id for i in issues]}; changed={changed}')
+        _flash_bulk(changed, skipped, f'assigned to {label}')
+
+    # ── Status ───────────────────────────────────────────────────────────
+    elif action == 'status':
+        new_status = request.form.get('status', '')
+        if new_status not in _BULK_STATUSES:
+            flash('Please choose a status to set.', 'warning')
+            return redirect(back)
+
+        # (issue, old_status) for the audit pass, which must run AFTER the
+        # commit — log_action() commits internally (rule 41), so calling it
+        # inside this loop would commit each row separately and lose the
+        # batch's atomicity.
+        moved = []
+        for issue in issues:
+            if issue.status == new_status:
+                skipped += 1
+                continue
+            old = issue.status
+            moved.append((issue, old))
+            issue.status = new_status
+            # Keep resolved_at consistent with the status, the same way the
+            # single-issue update does — a resolved issue with no resolved_at
+            # breaks the SLA compliance report and the aging buckets.
+            if new_status == 'resolved' and not issue.resolved_at:
+                issue.resolved_at = now_eastern()
+            elif new_status in ('open', 'in_progress'):
+                issue.resolved_at = None
+            changed += 1
+        db.session.commit()
+        for issue, old in moved:
+            log_action(ACTION_UPDATE, 'Issue', issue.id, f'#{issue.id}',
+                       f'bulk status {old} → {new_status} by {current_user.username}')
+        _flash_bulk(changed, skipped,
+                    f'set to {new_status.replace("_", " ").title()}')
+
+    # ── Verify & close ───────────────────────────────────────────────────
+    elif action == 'verify':
+        verified = []
+        for issue in issues:
+            if issue.status not in ('resolved', 'pending_verification'):
+                skipped += 1
+                continue
+            issue.status      = 'resolved'
+            issue.verified_by = current_user.id
+            issue.verified_at = now_eastern()
+            if not issue.resolved_at:
+                issue.resolved_at = now_eastern()
+            verified.append(issue)
+            changed += 1
+        db.session.commit()
+        for issue in verified:          # after the commit — rule 41
+            log_action(ACTION_UPDATE, 'Issue', issue.id, f'#{issue.id}',
+                       f'bulk_verified_by={current_user.username}')
+        _flash_bulk(changed, skipped, 'verified and closed',
+                    skip_reason='not awaiting verification')
+
+    # ── Delete ───────────────────────────────────────────────────────────
+    elif action == 'delete':
+        from app.utils import storage
+        photo_paths = []
+        # Snapshot the ids BEFORE deleting — the objects are expired after the
+        # commit, and the audit pass has to run after it (rule 41: log_action
+        # commits internally, so auditing inside this loop would commit the
+        # deletes one at a time and, on a mid-loop failure, leave rows gone
+        # with the photo cleanup below never reached).
+        deleted_ids = []
+        for issue in issues:
+            if issue.photo_path:
+                photo_paths.append(issue.photo_path)
+            for lst in (issue.mobile_photo_paths, issue.result_photos):
+                if lst:
+                    photo_paths.extend(lst)
+            deleted_ids.append(issue.id)
+            db.session.delete(issue)
+            changed += 1
+        db.session.commit()
+        for issue_id in deleted_ids:
+            log_action(ACTION_DELETE, 'Issue', issue_id, f'#{issue_id}',
+                       f'bulk deleted by {current_user.username}')
+        # Files go only after the rows are safely gone — a failure here leaves
+        # an orphaned file, which is recoverable; the reverse is not.
+        for rel_path in photo_paths:
+            storage.delete(rel_path)
+        _flash_bulk(changed, skipped, 'permanently deleted')
+
+    logger.info('ISSUES | bulk | action=%s user=%s selected=%s changed=%s skipped=%s',
+                action, current_user.username, len(ids), changed, skipped)
+    return redirect(back)
+
+
+def _flash_bulk(changed, skipped, verb, skip_reason='no change needed'):
+    """One consistent result message for every bulk action."""
+    if not changed and not skipped:
+        flash('Nothing to do.', 'info')
+        return
+    parts = [f'{changed} issue{"s" if changed != 1 else ""} {verb}']
+    if skipped:
+        parts.append(f'{skipped} skipped ({skip_reason})')
+    flash('. '.join(parts) + '.', 'success' if changed else 'warning')
 
 
 @bp.route('/<int:issue_id>/request-verification', methods=['POST'])
@@ -884,16 +1409,16 @@ def request_verification(issue_id):
 
     # Only the assignee, director, or admin can request verification
     can_act = (
-        current_user.role in ['admin', 'director']
+        current_user.role in ['admin', 'director', 'auditor']
         or issue.assigned_to == current_user.id
     )
     if not can_act:
         flash('Access denied.', 'danger')
-        return redirect(url_for('issues.view', issue_id=issue_id))
+        return redirect(_view_url(issue_id))
 
     if issue.status not in ('in_progress',):
         flash('Issue must be in progress to request verification.', 'warning')
-        return redirect(url_for('issues.view', issue_id=issue_id))
+        return redirect(_view_url(issue_id))
 
     issue.status = 'pending_verification'
     db.session.commit()
@@ -921,13 +1446,13 @@ def request_verification(issue_id):
     )
     db.session.commit()
     flash('Issue marked as pending verification. Supervisors have been notified.', 'info')
-    return redirect(url_for('issues.view', issue_id=issue_id))
+    return redirect(_view_url(issue_id))
 
 # ── Verification queue ────────────────────────────────────────────────────────
 
 @bp.route('/verification-queue')
 @login_required
-@supervisor_required
+@issue_manager_required
 def verification_queue():
     """Supervisor queue of all issues awaiting verification, grouped by facility."""
     from app.models.facility import Facility, Area
@@ -1000,15 +1525,10 @@ def delete(issue_id):
     db.session.delete(issue)
     db.session.commit()
 
-    # Remove orphaned photo files — best-effort, never block on failure
-    static_folder = current_app.root_path
+    # Remove orphaned photo files from the active storage backend — best-effort.
+    from app.utils import storage
     for rel_path in photo_paths:
-        abs_path = os.path.normpath(os.path.join(static_folder, 'static', rel_path))
-        try:
-            if os.path.isfile(abs_path):
-                os.remove(abs_path)
-        except OSError:
-            pass
+        storage.delete(rel_path)
 
     current_app.logger.info(
         'ISSUE DELETED | id=%s | severity=%s | area=%s | facility=%s | deleted_by=%s',
@@ -1019,7 +1539,7 @@ def delete(issue_id):
                f'facility={facility_name}; description={issue_desc}')
 
     flash(f'Issue #{issue_id_snap} has been permanently deleted.', 'success')
-    return redirect(url_for('issues.index'))
+    return redirect(return_url(url_for('issues.index')))
 
 
 # ── Quick-assign (AJAX) ───────────────────────────────────────────────────────
@@ -1028,7 +1548,7 @@ def delete(issue_id):
 @login_required
 def quick_assign(issue_id):
     """Inline assignee update from the issues list — returns JSON."""
-    if current_user.role not in ('admin', 'director'):
+    if current_user.role not in ('admin', 'director', 'auditor'):
         return jsonify({'ok': False, 'error': 'Permission denied'}), 403
 
     issue = db.session.get(Issue, issue_id)
@@ -1088,7 +1608,7 @@ def export_pdf(issue_id):
     if issue is None:
         abort(404)
 
-    if current_user.role == 'inspector':
+    if current_user.is_inspector:
         fids     = get_inspector_scope(current_user)
         facility = issue.resolved_facility
         if not fids or not facility or facility.id not in fids:
@@ -1111,6 +1631,20 @@ def export_pdf(issue_id):
 
 
 # ── Vendor work order dispatch (phase36) ─────────────────────────────────────
+#
+# NOT LINKED FROM THE UI (Aug 2026). The "Contractor Work Orders" card was
+# removed from the issue detail page, so nothing posts here any more. The
+# endpoint is kept deliberately rather than deleted:
+#
+#   * it is the ONLY way to create a work order, so removing it would strand
+#     the public contractor pages (/work-orders/<token>), the model, the email
+#     template and the phase36 migration — a whole feature, not dead code;
+#   * tests/test_work_orders.py drives the end-to-end flow through it.
+#
+# To bring the feature back, restore the card in templates/issues/view.html —
+# nothing here needs to change. To retire it for good, remove this route, the
+# work_orders blueprint, its templates, the model and those tests together,
+# and only once no tokenized links are still outstanding with contractors.
 
 @bp.route('/<int:issue_id>/work-order', methods=['POST'])
 @login_required

app/routes/notifications.py

@@ -308,6 +308,118 @@ def check_score_trends():
     return jsonify({'ok': True, 'alerts_sent': sent})
 
 
+# ── Photo retention purge (called by cron) ────────────────────────────────────
+
+@bp.route('/purge-old-photos', methods=['POST'])
+@csrf.exempt
+def purge_old_photos():
+    """Delete photo FILES (not the issue records) for issues resolved longer
+    ago than PHOTO_RETENTION_DAYS, addressing GDPR Art. 5(1)(e) storage
+    limitation — evidence photos otherwise persist forever.
+
+    Disabled by default (no-op) unless PHOTO_RETENTION_DAYS is set in config/
+    env — this is a data-minimization policy the operator opts into, not a
+    forced deletion, since some deployments may have a longer required
+    retention for their own contractual/audit reasons.
+
+    Only touches RESOLVED issues whose resolved_at predates the cutoff.
+    Clears photo_path / mobile_photo_paths / result_photos to null/empty and
+    deletes the underlying files via the storage abstraction (safe on both
+    the local and R2 backends, and tenant-prefix aware — storage.delete()
+    resolves the same key the write used).
+
+    PER-TENANT, deliberately. Unlike /trial-reminders and /dunning-reminders
+    (which walk the control DB), this operates on `issues` in whichever tenant
+    DB the request resolves to, and the retention window is that tenant's own
+    policy. So it must be invoked once per tenant Host, exactly like
+    /check-sla and /check-score-trends. A cross-tenant variant would have to
+    read each tenant's own retention setting, which does not exist yet.
+
+    Recommended cron schedule — nightly is sufficient, per tenant host:
+
+        0 4 * * * curl -s -X POST https://lts.jqc.app/notifications/purge-old-photos \\
+            -d "token=YOUR_DIGEST_SECRET"
+    """
+    token    = request.form.get('token') or request.args.get('token')
+    expected = current_app.config.get('DIGEST_SECRET')
+
+    if not expected or token != expected:
+        logger.warning('PHOTO PURGE REJECTED | bad or missing token')
+        abort(403)
+
+    retention_days = current_app.config.get('PHOTO_RETENTION_DAYS')
+    if not retention_days:
+        return jsonify({'ok': True, 'skipped': 'PHOTO_RETENTION_DAYS not configured',
+                        'issues_purged': 0})
+
+    from datetime import timedelta
+    from app.models.issue import Issue
+    from app.utils.time_utils import now_eastern
+    from app.utils.audit import log_action, ACTION_UPDATE
+    from app.utils import storage
+
+    cutoff = now_eastern() - timedelta(days=int(retention_days))
+    candidates = (
+        Issue.query
+        .filter(Issue.status == 'resolved')
+        .filter(Issue.resolved_at.isnot(None))
+        .filter(Issue.resolved_at < cutoff)
+        .filter(
+            db.or_(
+                Issue.photo_path.isnot(None),
+                Issue.mobile_photo_paths.isnot(None),
+                Issue.result_photos.isnot(None),
+            )
+        )
+        .all()
+    )
+
+    purged_count = 0
+    for issue in candidates:
+        keys = []
+        if issue.photo_path:
+            keys.append(issue.photo_path)
+        keys.extend(issue.mobile_photo_paths or [])
+        keys.extend(issue.result_photos or [])
+
+        # Skip rows that hold no actual photo keys. The or_() above cannot do
+        # this on its own: db.JSON defaults to none_as_null=False, so a Python
+        # None assigned to mobile_photo_paths / result_photos is persisted as
+        # the JSON scalar `null` — which is NOT SQL NULL and therefore still
+        # satisfies isnot(None). Without this guard the endpoint would (a) count
+        # and rewrite every old resolved issue even when it has no photos, and
+        # (b) never become idempotent: clearing the fields writes JSON `null`
+        # again, so the next nightly run would re-select the very same rows
+        # forever, churning UPDATEs and logging a purge that did nothing.
+        if not keys:
+            continue
+
+        for key in keys:
+            try:
+                storage.delete(key)
+            except Exception as exc:
+                logger.warning('PHOTO PURGE | failed to delete key=%s issue_id=%s: %s',
+                               key, issue.id, exc)
+        issue.photo_path = None
+        issue.mobile_photo_paths = None
+        issue.result_photos = None
+        purged_count += 1
+
+    db.session.commit()
+
+    if purged_count:
+        log_action(
+            ACTION_UPDATE, 'Issue', None,
+            f'Photo retention purge — {purged_count} resolved issue(s)',
+            f'cutoff={cutoff.strftime("%Y-%m-%d %H:%M:%S")}; retention_days={retention_days}',
+        )
+
+    logger.info('PHOTO PURGE TRIGGERED | issues_purged=%s | retention_days=%s',
+                purged_count, retention_days)
+    return jsonify({'ok': True, 'issues_purged': purged_count,
+                    'retention_days': retention_days})
+
+
 # ── Trial-ending reminder (called by cron) ────────────────────────────────────
 
 @bp.route('/trial-reminders', methods=['POST'])

app/routes/reports.py

@@ -12,6 +12,7 @@ from app import db
 from app.models.inspection import Inspection, InspectionTemplate
 from app.models.facility import Facility, Area
 from app.models.issue import Issue
+from app.models.project import Project
 from app.models.user import User
 from app.utils.decorators import supervisor_required
 from app.utils.scope import get_customer_scope
@@ -56,7 +57,8 @@ def index():
     # Inspectors get a scoped view of their own inspections and related issues.
     # Customers get a facility-scoped view.
     # Internal management roles (director+) get the full unscoped view.
-    if current_user.role not in ['admin', 'director', 'project_manager', 'inspector', 'customer']:
+    if current_user.role not in ['admin', 'director', 'project_manager', 'inspector',
+                                 'external_inspector', 'customer']:
         from flask import flash, redirect, url_for
         flash('Access denied.', 'danger')
         return redirect(url_for('dashboard.index'))
@@ -65,30 +67,36 @@ def index():
 
     # Resolve scoping for customers (facility list) and inspectors (inspector_id)
     customer_facility_ids = get_customer_scope(current_user)  # None = unrestricted
-    is_inspector = current_user.role == 'inspector'
+    is_inspector = current_user.is_inspector
 
     # Inspector filter — admin / director / project_manager only
     inspector_filter = None
     if current_user.role in ('admin', 'director', 'project_manager'):
         inspector_filter = request.args.get('inspector_id', type=int) or None
 
-    # Pre-compute inspection ID sets used by _scope_issue to avoid join conflicts.
-    inspector_inspection_ids = []   # own inspections (inspector role)
-    filter_inspection_ids    = None # filtered inspector's inspections (admin/dir/PM)
+    # Scope issues by the relevant inspector's inspections, as a SUBQUERY rather
+    # than a materialised id list. The previous form pulled every inspection id
+    # that inspector had ever performed into Python and sent them straight back
+    # as a literal IN (1, 2, 3, ... N): the round trip is wasted, the statement
+    # grows without bound with the inspector's history, and a long enough list
+    # eventually trips max_allowed_packet. A subquery is also still a single
+    # statement, so the "avoid join conflicts" reason for pre-computing holds.
+    #
+    # IN (empty subquery) already matches nothing, so the explicit empty-list
+    # guards the old code needed are gone rather than merely moved.
+    inspector_insp_subq = None
     if is_inspector:
-        inspector_inspection_ids = [
-            row[0] for row in
+        inspector_insp_subq = (
             db.session.query(Inspection.id)
             .filter(Inspection.inspector_id == current_user.id)
-            .all()
-        ]
+            .scalar_subquery()
+        )
     elif inspector_filter:
-        filter_inspection_ids = [
-            row[0] for row in
+        inspector_insp_subq = (
             db.session.query(Inspection.id)
             .filter(Inspection.inspector_id == inspector_filter)
-            .all()
-        ]
+            .scalar_subquery()
+        )
 
     def _scope_insp(q):
         if is_inspector:
@@ -102,14 +110,8 @@ def index():
         return q
 
     def _scope_issue(q):
-        if is_inspector:
-            if not inspector_inspection_ids:
-                return q.filter(False)
-            return q.filter(Issue.inspection_id.in_(inspector_inspection_ids))
-        if filter_inspection_ids is not None:
-            if not filter_inspection_ids:
-                return q.filter(False)
-            return q.filter(Issue.inspection_id.in_(filter_inspection_ids))
+        if inspector_insp_subq is not None:
+            return q.filter(Issue.inspection_id.in_(inspector_insp_subq))
         if customer_facility_ids is not None:
             if not customer_facility_ids:
                 return q.filter(False)
@@ -141,9 +143,11 @@ def index():
     )
     avg_score = _scope_insp(avg_score).scalar()
 
-    # Scores by facility (for bar chart)
+    # Scores by facility (for bar chart) — includes project_id so the report
+    # can group/filter facilities by Contract client-side.
     fac_score_q = db.session.query(
         Facility.name,
+        Facility.project_id,
         func.avg(Inspection.overall_score).label('avg_score'),
         func.count(Inspection.id).label('count'),
     ).join(Inspection, Facility.id == Inspection.facility_id)\
@@ -159,9 +163,16 @@ def index():
         fac_score_q = fac_score_q.filter(
             Facility.id.in_(customer_facility_ids) if customer_facility_ids else False
         )
-    facility_scores = fac_score_q.group_by(Facility.id, Facility.name)\
+    facility_scores = fac_score_q.group_by(Facility.id, Facility.name, Facility.project_id)\
                                   .order_by(func.avg(Inspection.overall_score).desc()).all()
 
+    # Resolve contract names for the facilities present.
+    _proj_ids = {r.project_id for r in facility_scores if r.project_id}
+    _proj_names = (
+        {p.id: p.name for p in Project.query.filter(Project.id.in_(_proj_ids)).all()}
+        if _proj_ids else {}
+    )
+
     # Prior-period facility scores for period-over-period delta badges
     period_len  = end - start
     prior_end   = start
@@ -252,15 +263,28 @@ def index():
 
     inspectors = []
     if current_user.role in ('admin', 'director', 'project_manager'):
-        inspectors = User.query.filter_by(role='inspector', active=True)\
+        inspectors = User.query.filter(User.role.in_(User.INSPECTOR_ROLES),
+                                       User.active == True)\
                                .order_by(User.full_name, User.username).all()
 
-    facility_scores_list = [{'name': r.name, 'avg_score': round(float(r.avg_score), 2), 'count': r.count} for r in facility_scores]
+    facility_scores_list = [{
+        'name':       r.name,
+        'avg_score':  round(float(r.avg_score), 2),
+        'count':      r.count,
+        'project_id': r.project_id or 0,
+        'contract':   _proj_names.get(r.project_id, 'No Contract'),
+    } for r in facility_scores]
     # Attach prior avg and delta to each facility score dict for the template table
     for row in facility_scores_list:
         row['prior_avg'] = prior_scores_map.get(row['name'])
         row['delta']     = facility_deltas.get(row['name'])
 
+    # Distinct contracts present, for the "Avg Score by Facility" contract filter.
+    score_contracts = sorted(
+        {(r['project_id'], r['contract']) for r in facility_scores_list},
+        key=lambda t: (t[1] or '').lower(),
+    )
+
     return render_template('reports/index.html',
         start=start, end=end,
         total_inspections=total_inspections,
@@ -268,6 +292,7 @@ def index():
         flagged=flagged,
         avg_score=round(float(avg_score), 2) if avg_score else None,
         facility_scores=facility_scores_list,
+        score_contracts=score_contracts,
         daily_scores=[{'day': str(r.day), 'avg': round(float(r.avg), 2), 'count': r.count} for r in daily_scores],
         issue_severity=[{'severity': r.severity, 'count': r.count} for r in issue_severity],
         issue_status=[{'status': r.status, 'count': r.count} for r in issue_status],
@@ -284,7 +309,8 @@ def index():
 @bp.route('/facility/<int:facility_id>')
 @login_required
 def facility_report(facility_id):
-    if current_user.role not in ['admin', 'director', 'project_manager', 'inspector', 'customer']:
+    if current_user.role not in ['admin', 'director', 'project_manager', 'inspector',
+                                 'external_inspector', 'customer']:
         from flask import flash, redirect, url_for
         flash('Access denied.', 'danger')
         return redirect(url_for('dashboard.index'))
@@ -297,7 +323,7 @@ def facility_report(facility_id):
             from flask import flash, redirect, url_for
             flash('Access denied.', 'danger')
             return redirect(url_for('reports.index'))
-    if current_user.role == 'inspector':
+    if current_user.is_inspector:
         # Inspectors may only view the facility report for facilities where
         # they have personally conducted at least one inspection.
         has_access = Inspection.query.filter_by(
@@ -346,7 +372,8 @@ def facility_report(facility_id):
 def facility_scorecard(facility_id):
     """Comprehensive per-facility scorecard: score trend, SLA compliance,
     issue breakdown by severity, inspection frequency."""
-    if current_user.role not in ['admin', 'director', 'project_manager', 'inspector', 'customer']:
+    if current_user.role not in ['admin', 'director', 'project_manager', 'inspector',
+                                 'external_inspector', 'customer']:
         from flask import flash, redirect, url_for
         flash('Access denied.', 'danger')
         return redirect(url_for('dashboard.index'))
@@ -362,7 +389,7 @@ def facility_scorecard(facility_id):
             flash('Access denied.', 'danger')
             return redirect(url_for('reports.index'))
 
-    if current_user.role == 'inspector':
+    if current_user.is_inspector:
         has_access = Inspection.query.filter_by(
             facility_id=facility_id,
             inspector_id=current_user.id,
@@ -678,7 +705,8 @@ def _build_inspector_stats(start, end):
     all_ids = set(total_map.keys())
     active_inspectors = (
         User.query
-        .filter(User.id.in_(all_ids), User.active == True, User.role == 'inspector')
+        .filter(User.id.in_(all_ids), User.active == True,
+                User.role.in_(User.INSPECTOR_ROLES))
         .order_by(User.full_name, User.username)
         .all()
     ) if all_ids else []
@@ -694,6 +722,10 @@ def _build_inspector_stats(start, end):
         inspector_stats.append({
             'id':              u.id,
             'display_name':    u.display_name,
+            # MT-15 — customer / third-party inspectors appear in the same
+            # table as the tenant's own crew, badged so the numbers can be read
+            # in context. Consumed by the HTML table and the export.
+            'external':        u.is_external_inspector,
             'total':           tot,
             'completed':       comp,
             'completion_rate': round(comp / tot * 100) if tot else 0,
@@ -736,7 +768,7 @@ def inspector_performance():
 
     if selected_id:
         selected_inspector = db.session.get(User, selected_id)
-        if selected_inspector and selected_inspector.role == 'inspector':
+        if selected_inspector and selected_inspector.is_inspector:
             selected_kpis = next((s for s in inspector_stats if s['id'] == selected_id), None)
 
             trend_rows = db.session.query(
@@ -834,7 +866,7 @@ def export_inspector_performance():
      .filter(
         Inspection.inspection_date >= start,
         Inspection.inspection_date <= end,
-        User.role == 'inspector',
+        User.role.in_(User.INSPECTOR_ROLES),
      )
     if selected_id:
         detail_q = detail_q.filter(Inspection.inspector_id == selected_id)
@@ -908,7 +940,10 @@ def export_inspector_performance():
     for row_idx, s in enumerate(inspector_stats, start=3):
         stripe = sub_fill if row_idx % 2 == 0 else None
         row_data = [
-            s['display_name'],
+            # Customer-employed inspectors share this table with our own crew;
+            # suffixed rather than given a column so the index-based styling
+            # below (score = col 5, vs_avg = col 6, …) stays correct.
+            s['display_name'] + (' (Customer)' if s.get('external') else ''),
             s['total'],
             s['completed'],
             s['completion_rate'],
@@ -1105,8 +1140,13 @@ def issues_aging():
     if customer_facility_ids is not None:
         facilities = (Facility.query.filter(Facility.id.in_(customer_facility_ids), Facility.active == True)
                       .order_by(Facility.name).all()) if customer_facility_ids else []
+        projects = (Project.query
+                    .join(Facility, Project.id == Facility.project_id)
+                    .filter(Facility.id.in_(customer_facility_ids), Project.active == True)
+                    .distinct().order_by(Project.name).all()) if customer_facility_ids else []
     else:
         facilities = Facility.query.filter_by(active=True).order_by(Facility.name).all()
+        projects = Project.query.filter_by(active=True).order_by(Project.name).all()
 
     return render_template('reports/issues_aging.html',
         now=now,
@@ -1118,6 +1158,7 @@ def issues_aging():
         severity_filter=severity_filter,
         facility_id_filter=facility_id_filter,
         facilities=facilities,
+        projects=projects,
     )
 
 
@@ -1282,8 +1323,13 @@ def sla_compliance():
     if customer_facility_ids is not None:
         facilities = (Facility.query.filter(Facility.id.in_(customer_facility_ids), Facility.active == True)
                       .order_by(Facility.name).all()) if customer_facility_ids else []
+        projects = (Project.query
+                    .join(Facility, Project.id == Facility.project_id)
+                    .filter(Facility.id.in_(customer_facility_ids), Project.active == True)
+                    .distinct().order_by(Project.name).all()) if customer_facility_ids else []
     else:
         facilities = Facility.query.filter_by(active=True).order_by(Facility.name).all()
+        projects = Project.query.filter_by(active=True).order_by(Project.name).all()
 
     return render_template('reports/sla_compliance.html',
         start=start, end=end,
@@ -1292,6 +1338,7 @@ def sla_compliance():
         by_facility=by_facility,
         facility_id_filter=facility_id_filter,
         facilities=facilities,
+        projects=projects,
     )
 
 
@@ -1593,7 +1640,7 @@ def facility_summary_pdf(facility_id):
         cids = get_customer_scope(current_user) or []
         if facility_id not in cids:
             abort(403)
-    elif current_user.role == 'inspector':
+    elif current_user.is_inspector:
         has = Inspection.query.filter_by(facility_id=facility_id,
                                          inspector_id=current_user.id).first()
         if not has:

app/routes/support.py

@@ -12,7 +12,7 @@ from app.models.support import (SupportTicket, SupportTicketReply,
 from app.models.user import User
 from app.models.facility import Facility
 from app.utils.decorators import supervisor_required
-from app.utils.scope import get_customer_scope
+from app.utils.scope import get_customer_scope, get_inspector_scope
 from app.utils.audit import log_action, ACTION_CREATE, ACTION_UPDATE, ACTION_DELETE
 from app.utils.time_utils import now_eastern
 from app.utils.notifications import notify
@@ -20,6 +20,38 @@ from app.utils.notifications import notify
 bp = Blueprint('support', __name__, url_prefix='/support')
 logger = logging.getLogger(__name__)
 
+
+# ── Outbound PII redaction ────────────────────────────────────────────────────
+# Groq is a THIRD PARTY. Customers routinely paste contact details (their own,
+# or a coworker's) into a support question, and none of that needs to leave the
+# app to get a helpful, generic answer. This scrubs a best-effort set of PII
+# patterns from the copy of the text sent to Groq ONLY — the original is still
+# stored verbatim in support_chat_messages, so the customer's own conversation
+# history reads normally in the app and staff see what was actually said.
+#
+# Best-effort by design: over-redacting a support question costs nothing, while
+# under-redacting leaks a real address. Order matters — the 13–19 digit card
+# pattern runs before the phone pattern so a card number is not partly consumed
+# as a phone number first.
+import re as _re
+
+_PII_PATTERNS = [
+    (_re.compile(r'[\w.+-]+@[\w-]+\.[\w.-]+'), '[redacted-email]'),
+    (_re.compile(r'\b\d{3}-\d{2}-\d{4}\b'), '[redacted-ssn]'),
+    (_re.compile(r'\b(?:\d[ -]?){13,19}\b'), '[redacted-number]'),
+    (_re.compile(r'\b(?:\+?1[ .-]?)?\(?\d{3}\)?[ .-]?\d{3}[ .-]?\d{4}\b'), '[redacted-phone]'),
+]
+
+
+def _redact_pii(text):
+    """Best-effort scrub of email/phone/SSN/card-like sequences from outbound text."""
+    if not text:
+        return text
+    redacted = text
+    for pattern, placeholder in _PII_PATTERNS:
+        redacted = pattern.sub(placeholder, redacted)
+    return redacted
+
 # ── Groq system prompt ────────────────────────────────────────────────────────
 
 _SYSTEM_PROMPT = """\
@@ -37,6 +69,12 @@ Help customers with:
 
 Rules:
 - Keep answers concise (3-5 sentences max) and friendly.
+- Ground answers in everything above, INCLUDING the "ADDITIONAL KNOWLEDGE" section when \
+one is present — that section is curated by the provider's team and is authoritative. \
+If it answers the question, use it.
+- When the knowledge above contains a link (URL), email address or exact wording, quote \
+it EXACTLY as written. Repeating something given to you here is not inventing — do it \
+freely. Never alter a URL, shorten it, or replace it with a description.
 - Never invent specific staff names, contract prices, schedules, or contact numbers.
 - If the customer has an access problem, billing question, or a concern you genuinely \
 cannot resolve through guidance, say so clearly and suggest they click \
@@ -53,21 +91,161 @@ FAQS = [
     {'icon': 'bi-megaphone',         'text': 'How do I report a cleaning concern?'},
     {'icon': 'bi-alarm',             'text': 'What is SLA and how does it work?'},
     {'icon': 'bi-bell',              'text': 'How do I get notified on issue updates?'},
+    {'icon': 'bi-phone',             'text': 'Can our own staff use the JQC app to conduct inspections?'},
+]
+
+#: Extra chips shown to a Customer Inspector, whose questions are about doing
+#: the work rather than reading the results. Appended to FAQS, not replacing
+#: them — they still care about scores and issues.
+INSPECTOR_FAQS = [
+    {'icon': 'bi-clipboard-plus', 'text': 'How do I start an inspection on the iPad?'},
+    {'icon': 'bi-wifi-off',       'text': 'What happens if I lose signal during an inspection?'},
+    {'icon': 'bi-flag',           'text': 'How do I flag an issue while inspecting?'},
+    {'icon': 'bi-search',         'text': "Why can't I see a form for this facility?"},
 ]
 
 
+#: Groq model used when GROQ_MODEL is unset. Verified available Aug 2026.
+#: Groq RETIRES models without notice, and when the configured one disappears
+#: every question fails with the generic "problem reaching the AI assistant"
+#: reply — invisible until a customer complains. That is exactly how
+#: llama-3.3-70b-versatile took the chat down. See the error handler in
+#: chat_message(): it names the model and says to set GROQ_MODEL, which fixes
+#: it with an env change and a restart — no deploy.
+_DEFAULT_GROQ_MODEL = 'openai/gpt-oss-120b'
+
+
+def _is_customer_side(user):
+    """True for both customer-side roles — Director and Customer Inspector.
+
+    The AI assistant and the ticket flow are for the CUSTOMER organisation, and
+    a Customer Inspector is part of it: they work at the customer's facilities
+    and have the same questions about scores, issues and the app. This is one
+    of the few places where User.CUSTOMER_ROLES is the right test; every
+    capability/scoping decision below still branches per role (see
+    _support_facilities and _system_prompt_for) — the two roles get the same
+    DOOR, not the same answers.
+    """
+    return getattr(user, 'is_customer_account', False)
+
+
+def _support_facilities(user):
+    """The facilities this user may pick on a support ticket.
+
+    Directors are scoped by CustomerAssignment, Customer Inspectors by
+    InspectorAssignment — reusing the customer helper for both would silently
+    return nothing for an inspector (it returns None for any non-'customer'
+    role) and the facility dropdown would come up empty.
+    """
+    if getattr(user, 'is_inspector', False):
+        fids = get_inspector_scope(user) or []
+    else:
+        fids = get_customer_scope(user) or []
+    if not fids:
+        return []
+    return (Facility.query
+            .filter(Facility.id.in_(fids), Facility.active == True)
+            .order_by(Facility.name).all())
+
+
+#: Appended to the system prompt for a Customer Inspector. The base prompt is
+#: written for the read-mostly portal customer and explicitly tells the model
+#: NOT to describe staff actions; without this the assistant would deny a
+#: Customer Inspector the very things they are employed to do.
+_INSPECTOR_ADDENDUM = """
+
+=== ABOUT THE PERSON YOU ARE TALKING TO: CUSTOMER INSPECTOR ===
+This user works FOR the customer but holds an inspecting role in JQC, limited to
+the contracts they have been assigned. This section OVERRIDES the "only describe
+what a customer can do" restriction above, for this user only.
+
+Everything above about the portal still applies to their assigned facilities. IN
+ADDITION, they can:
+- Conduct inspections themselves — start one on the web (Inspections -> New
+  Inspection) or in the JQC iPad app, fill in the checklist form, add photos, and
+  submit it.
+- Use the iPad app OFFLINE: inspections and photos are stored on the device and
+  sync automatically when back online.
+- Flag an issue during an inspection, and log new issues at their facilities.
+- Assign an issue to an inspector working on the SAME contract (their own
+  colleagues, or the provider's inspectors) — never to anyone outside it.
+- Update an issue's status, add comments, and set "Handled By"
+  (Janitorial Staff / Facility Staff / External Vendor) from the iPad.
+- Work from Scheduled Inspections assigned to them.
+
+They CANNOT: verify or close out issues (the provider's admin/director does that),
+manage users, create or edit inspection forms, change the notification matrix, or
+see anything outside their assigned contracts. If they ask for one of those, say
+who to ask instead — their own Customer Director, or the provider's team via
+"Submit to Support".
+
+Note on forms: the inspection forms they can choose from are the shared standard
+forms plus any built specifically for their contract. A form built for a different
+customer will never appear.
+"""
+
+
+#: The curated knowledge is spliced in immediately BEFORE this heading, not
+#: appended after it. The rules under it say "ground answers in everything
+#: above", so knowledge appended after them was, by the prompt's own
+#: instruction, out of scope — which is exactly why admin KB entries appeared
+#: to be ignored. Keep this marker in sync with the heading in _SYSTEM_PROMPT.
+_STYLE_MARKER = 'Rules:'
+
+
+def _system_prompt_for(user):
+    """Base prompt + curated knowledge, plus the addendum for this user's role.
+
+    Kept separate from _system_prompt_with_kb() so the curated knowledge base
+    still lands at the same marker regardless of role.
+    """
+    prompt = _system_prompt_with_kb()
+    if getattr(user, 'is_external_inspector', False):
+        prompt += _INSPECTOR_ADDENDUM
+    return prompt
+
+
 def _system_prompt_with_kb():
-    """Return the Groq system prompt, appending active knowledge base entries."""
+    """Return the Groq system prompt with active knowledge entries spliced in.
+
+    Best-effort — a knowledge-base failure never breaks the chat.
+    """
     try:
-        entries = SupportKnowledge.query.filter_by(active=True).order_by(SupportKnowledge.id).all()
-    except Exception:
-        return _SYSTEM_PROMPT
+        entries = (SupportKnowledge.query.filter_by(active=True)
+                   .order_by(SupportKnowledge.sort_order.asc(),
+                             SupportKnowledge.id.asc()).all())
         if not entries:
+            logger.info('SUPPORT | KB | no active entries — base prompt only')
+            return _SYSTEM_PROMPT
+
+        parts = ['=== ADDITIONAL KNOWLEDGE (curated by the provider team; authoritative '
+                 '— prefer it over general guesses, and quote any link in it exactly) ===']
+        total = 0
+        used  = 0
+        for e in entries:
+            block = f'\n\nTopic: {e.title}\n{(e.body or "").strip()}'
+            if total + len(block) > _KB_MAX_CHARS:
+                logger.warning('SUPPORT | KB | %d of %d entries dropped — %d char cap '
+                               'reached', len(entries) - used, len(entries), _KB_MAX_CHARS)
+                break
+            parts.append(block)
+            total += len(block)
+            used  += 1
+        kb_block = ''.join(parts)
+
+        idx = _SYSTEM_PROMPT.find(_STYLE_MARKER)
+        if idx == -1:                      # marker renamed — fall back to append
+            logger.warning('SUPPORT | KB | style marker not found; appending at end')
+            prompt = f'{_SYSTEM_PROMPT}\n\n{kb_block}'
+        else:
+            prompt = f'{_SYSTEM_PROMPT[:idx]}{kb_block}\n\n{_SYSTEM_PROMPT[idx:]}'
+
+        logger.info('SUPPORT | KB | %d/%d entries injected (%d chars), prompt=%d chars',
+                    used, len(entries), total, len(prompt))
+        return prompt
+    except Exception as exc:
+        logger.warning('SUPPORT | knowledge-base load failed: %s', exc)
         return _SYSTEM_PROMPT
-    kb_text = '\n\n'.join(f'[{e.title}]\n{e.body}' for e in entries)
-    if len(kb_text) > _KB_MAX_CHARS:
-        kb_text = kb_text[:_KB_MAX_CHARS] + '\n…(truncated)'
-    return _SYSTEM_PROMPT + '\n\n# Additional Context\n' + kb_text
 
 
 # ── Customer chat page ────────────────────────────────────────────────────────
@@ -75,13 +253,10 @@ def _system_prompt_with_kb():
 @bp.route('/chat')
 @login_required
 def chat():
-    if current_user.role != 'customer':
+    if not _is_customer_side(current_user):
         return redirect(url_for('support.admin_tickets'))
 
-    cids = get_customer_scope(current_user) or []
-    facilities = (Facility.query
-                  .filter(Facility.id.in_(cids), Facility.active == True)
-                  .order_by(Facility.name).all()) if cids else []
+    facilities = _support_facilities(current_user)
 
     groq_ready   = bool(os.environ.get('GROQ_API_KEY'))
     session_id   = request.args.get('session_id', type=int)
@@ -96,8 +271,9 @@ def chat():
         if chat_session:
             db_history = list(chat_session.messages)
 
+    faqs = (FAQS + INSPECTOR_FAQS) if current_user.is_external_inspector else FAQS
     return render_template('support/chat.html',
-                           faqs=FAQS,
+                           faqs=faqs,
                            facilities=facilities,
                            groq_ready=groq_ready,
                            chat_session=chat_session,
@@ -109,7 +285,7 @@ def chat():
 @bp.route('/chat/message', methods=['POST'])
 @login_required
 def chat_message():
-    if current_user.role != 'customer':
+    if not _is_customer_side(current_user):
         return jsonify({'error': 'Forbidden'}), 403
 
     api_key = os.environ.get('GROQ_API_KEY')
@@ -158,12 +334,14 @@ def chat_message():
         from groq import Groq
         client = Groq(api_key=api_key)
 
-        messages = [{'role': 'system', 'content': _system_prompt_with_kb()}]
+        messages = [{'role': 'system', 'content': _system_prompt_for(current_user)}]
+        # Redact before the text leaves the app for Groq. The unredacted
+        # originals are persisted below, so nothing is lost in-app.
         for m in prior[-20:]:
-            messages.append({'role': m.role, 'content': m.content})
-        messages.append({'role': 'user', 'content': user_message})
+            messages.append({'role': m.role, 'content': _redact_pii(m.content)})
+        messages.append({'role': 'user', 'content': _redact_pii(user_message)})
 
-        model = os.environ.get('GROQ_MODEL', 'llama-3.3-70b-versatile')
+        model = os.environ.get('GROQ_MODEL', _DEFAULT_GROQ_MODEL)
         completion = client.chat.completions.create(
             model=model,
             messages=messages,
@@ -184,7 +362,18 @@ def chat_message():
         return jsonify({'reply': reply, 'session_id': chat_session.id})
 
     except Exception as exc:
-        logger.error('SUPPORT | Groq error: %s', exc)
+        # Always name the model — a bare "Groq error" gives whoever reads the
+        # log nothing to act on, and a retired model is the most likely cause
+        # of a total outage here.
+        _model = locals().get('model') or os.environ.get('GROQ_MODEL', _DEFAULT_GROQ_MODEL)
+        if 'model_not_found' in str(exc) or 'does not exist' in str(exc):
+            logger.error(
+                'SUPPORT | Groq model %r is not available on this account — '
+                'the assistant is DOWN for every user. Set GROQ_MODEL to a '
+                'current model (see https://console.groq.com/docs/models). '
+                'Underlying error: %s', _model, exc)
+        else:
+            logger.error('SUPPORT | Groq error (model=%r): %s', _model, exc)
         db.session.rollback()
         return jsonify({'reply': (
             "I ran into a problem reaching the AI assistant. "
@@ -197,7 +386,7 @@ def chat_message():
 @bp.route('/my-conversations')
 @login_required
 def my_conversations():
-    if current_user.role != 'customer':
+    if not _is_customer_side(current_user):
         abort(403)
     sessions = (SupportChatSession.query
                 .filter_by(customer_id=current_user.id)
@@ -209,7 +398,7 @@ def my_conversations():
 @bp.route('/my-conversations/<int:session_id>')
 @login_required
 def my_conversation_detail(session_id):
-    if current_user.role != 'customer':
+    if not _is_customer_side(current_user):
         abort(403)
     chat_session = db.session.get(SupportChatSession, session_id)
     if chat_session is None or chat_session.customer_id != current_user.id:
@@ -225,7 +414,7 @@ def my_conversation_detail(session_id):
 @bp.route('/tickets', methods=['POST'])
 @login_required
 def submit_ticket():
-    if current_user.role != 'customer':
+    if not _is_customer_side(current_user):
         abort(403)
 
     subject     = request.form.get('subject', '').strip()
@@ -236,8 +425,9 @@ def submit_ticket():
         flash('Please fill in both subject and description.', 'warning')
         return redirect(url_for('support.chat'))
 
-    # Validate facility belongs to this customer
-    cids = get_customer_scope(current_user) or []
+    # Validate the facility belongs to this user — by whichever assignment
+    # table their role is scoped through.
+    cids = [f.id for f in _support_facilities(current_user)]
     if facility_id and facility_id not in cids:
         facility_id = None
 
@@ -267,7 +457,7 @@ def submit_ticket():
 @bp.route('/my-tickets')
 @login_required
 def my_tickets():
-    if current_user.role != 'customer':
+    if not _is_customer_side(current_user):
         abort(403)
 
     tickets = (SupportTicket.query
@@ -282,7 +472,7 @@ def my_tickets():
 @bp.route('/my-tickets/<int:ticket_id>', methods=['GET', 'POST'])
 @login_required
 def my_ticket_detail(ticket_id):
-    if current_user.role != 'customer':
+    if not _is_customer_side(current_user):
         abort(403)
 
     ticket = db.session.get(SupportTicket, ticket_id)
@@ -482,10 +672,53 @@ def admin_conversation_detail(session_id):
 @login_required
 @supervisor_required
 def admin_knowledge():
-    entries = SupportKnowledge.query.order_by(SupportKnowledge.created_at.desc()).all()
+    # Same order the chat prompt uses, so the admin list shows the real
+    # priority rather than a different one.
+    entries = (SupportKnowledge.query
+               .order_by(SupportKnowledge.sort_order.asc(),
+                         SupportKnowledge.id.asc()).all())
     return render_template('support/admin_knowledge.html', entries=entries)
 
 
+@bp.route('/admin/knowledge/preview')
+@login_required
+@supervisor_required
+def admin_knowledge_preview():
+    """Show the exact system prompt the chatbot receives, knowledge included.
+
+    Added after admin entries appeared to be ignored: without this there is no
+    way to tell "my entry never reached the prompt" from "the model saw it and
+    chose not to use it". Read-only, builds nothing of its own — it calls the
+    same _system_prompt_with_kb() the chat endpoint calls.
+    """
+    prompt = _system_prompt_with_kb()
+    active_count = SupportKnowledge.query.filter_by(active=True).count()
+    total_count  = SupportKnowledge.query.count()
+    return render_template('support/admin_knowledge_preview.html',
+                           prompt=prompt,
+                           active_count=active_count,
+                           total_count=total_count,
+                           kb_included='=== ADDITIONAL KNOWLEDGE' in prompt,
+                           kb_cap=_KB_MAX_CHARS)
+
+
+def _parse_sort_order(raw, fallback=0):
+    """Coerce a submitted sort_order to a sane int.
+
+    The column is NOT NULL, so a blank or non-numeric field must not reach the
+    DB. Clamped to 0..9999 to match the range ST validates, and falls back to
+    the existing value on edit so a blank field means "leave it alone" rather
+    than silently resetting the entry to the top.
+    """
+    raw = (raw or '').strip()
+    if not raw:
+        return fallback
+    try:
+        return max(0, min(9999, int(raw)))
+    except (TypeError, ValueError):
+        return fallback
+
+
 @bp.route('/admin/knowledge/add', methods=['POST'])
 @login_required
 @supervisor_required
@@ -500,6 +733,7 @@ def admin_knowledge_add():
         title      = title,
         body       = body,
         active     = True,
+        sort_order = _parse_sort_order(request.form.get('sort_order')),
         created_by = current_user.id,
         created_at = now_eastern(),
         updated_at = now_eastern(),
@@ -527,6 +761,8 @@ def admin_knowledge_edit(entry_id):
             return redirect(url_for('support.admin_knowledge_edit', entry_id=entry_id))
         entry.title      = title
         entry.body       = body
+        entry.sort_order = _parse_sort_order(request.form.get('sort_order'),
+                                             entry.sort_order)
         entry.updated_at = now_eastern()
         db.session.commit()
         log_action(ACTION_UPDATE, 'SupportKnowledge', entry.id, title[:60], 'edited')

app/routes/templates.py

@@ -2,7 +2,8 @@ import logging
 from flask import Blueprint, render_template, redirect, url_for, flash, request, jsonify, abort
 from flask_login import login_required, current_user
 from app import db
-from app.models.inspection import InspectionTemplate, ChecklistItem
+from app.models.inspection import InspectionTemplate, ChecklistItem, TemplateContract
+from app.models.project import Project
 from app.utils.forms import InspectionTemplateForm, ChecklistItemForm
 from app.utils.decorators import supervisor_required
 import json
@@ -13,6 +14,17 @@ bp = Blueprint('templates', __name__, url_prefix='/templates')
 logger = logging.getLogger(__name__)
 
 
+def _populate_contract_choices(form):
+    """Contract options for the "Available on contracts" multi-select.
+
+    Selecting none leaves the form SHARED (usable on every contract) — that is
+    the default and what every template did before phase52. See
+    TemplateContract.
+    """
+    contracts = Project.query.filter_by(active=True).order_by(Project.name).all()
+    form.contract_ids.choices = [(p.id, p.name) for p in contracts]
+
+
 # ---------------------------------------------------------------------------
 # Template CRUD
 # ---------------------------------------------------------------------------
@@ -21,7 +33,12 @@ logger = logging.getLogger(__name__)
 @login_required
 def index():
     templates = InspectionTemplate.query.order_by(InspectionTemplate.name).all()
-    return render_template('templates/list.html', templates=templates)
+    # Contract options for the Edit Template modal's "Available on contracts"
+    # picker (phase52) — this modal is the edit UI reached from the list, so it
+    # needs the same control the full editor has.
+    contracts = Project.query.filter_by(active=True).order_by(Project.name).all()
+    return render_template('templates/list.html',
+                           templates=templates, contracts=contracts)
 
 
 @bp.route('/new', methods=['GET', 'POST'])
@@ -29,6 +46,7 @@ def index():
 @supervisor_required
 def create_template():
     form = InspectionTemplateForm()
+    _populate_contract_choices(form)
 
     if form.validate_on_submit():
         template = InspectionTemplate(
@@ -38,11 +56,15 @@ def create_template():
             created_by=current_user.id
         )
         db.session.add(template)
+        db.session.flush()          # need template.id before linking contracts
+        template.set_contracts(form.contract_ids.data)
         db.session.commit()
-        logger.info('TEMPLATES | create | user=%s | template_id=%s name=%r',
-                    current_user.username, template.id, template.name)
+        logger.info('TEMPLATES | create | user=%s | template_id=%s name=%r contracts=%s',
+                    current_user.username, template.id, template.name,
+                    template.contract_ids or 'shared')
         log_action(ACTION_CREATE, 'Template', template.id, template.name,
-                   f'frequency={template.frequency}')
+                   f'frequency={template.frequency}; '
+                   f'contracts={template.contract_ids or "shared"}')
 
         flash(f'Template "{template.name}" created successfully.', 'success')
         return redirect(url_for('templates.form_editor', template_id=template.id))
@@ -72,16 +94,23 @@ def edit_template(template_id):
     if template is None:
         abort(404)
     form = InspectionTemplateForm(obj=template)
+    _populate_contract_choices(form)
+    if request.method == 'GET':
+        # obj= cannot read the association rows; seed the multi-select from them.
+        form.contract_ids.data = template.contract_ids
 
     if form.validate_on_submit():
         template.name = form.name.data
         template.description = form.description.data
         template.frequency = form.frequency.data
+        template.set_contracts(form.contract_ids.data)
         db.session.commit()
-        logger.info('TEMPLATES | edit | user=%s | template_id=%s name=%r',
-                    current_user.username, template.id, template.name)
+        logger.info('TEMPLATES | edit | user=%s | template_id=%s name=%r contracts=%s',
+                    current_user.username, template.id, template.name,
+                    template.contract_ids or 'shared')
         log_action(ACTION_UPDATE, 'Template', template.id, template.name,
-                   f'frequency={template.frequency}')
+                   f'frequency={template.frequency}; '
+                   f'contracts={template.contract_ids or "shared"}')
         flash(f'Template "{template.name}" updated successfully.', 'success')
         return redirect(url_for('templates.view_template', template_id=template.id))
 
@@ -120,11 +149,29 @@ def rename_template(template_id):
     template.description = request.form.get('description', '').strip() or None
     template.frequency   = new_frequency
 
+    # phase52 — contract restrictions are edited from this modal too, since it
+    # is the Edit Template dialog people actually reach from the list. The
+    # hidden marker distinguishes "the form posted an empty selection" (make
+    # the template shared) from "the form has no contracts field at all", which
+    # must leave the existing restrictions untouched rather than silently
+    # sharing the template with every customer.
+    if request.form.get('contracts_present') == '1':
+        valid_pids = {
+            p.id for p in Project.query.filter_by(active=True).all()
+        }
+        posted = {
+            pid for pid in request.form.getlist('contract_ids', type=int)
+            if pid in valid_pids
+        }
+        template.set_contracts(posted)
+
     db.session.commit()
-    logger.info('TEMPLATES | rename | user=%s | template_id=%s name=%r',
-                current_user.username, template.id, template.name)
+    logger.info('TEMPLATES | rename | user=%s | template_id=%s name=%r contracts=%s',
+                current_user.username, template.id, template.name,
+                template.contract_ids or 'shared')
     log_action(ACTION_UPDATE, 'Template', template.id, template.name,
-               f'frequency={template.frequency}; via=rename')
+               f'frequency={template.frequency}; '
+               f'contracts={template.contract_ids or "shared"}; via=rename')
     flash(f'Template "{template.name}" updated successfully.', 'success')
     return redirect(url_for('templates.index'))
 
@@ -188,6 +235,12 @@ def duplicate_template(template_id):
     db.session.add(new_tpl)
     db.session.flush()  # get new_tpl.id before committing
 
+    # phase52 — carry the contract restrictions across. Duplicating a
+    # customer's bespoke form must not produce a copy that is silently shared
+    # with every other customer; copying a shared form still yields a shared
+    # one (no links to copy).
+    new_tpl.set_contracts(src.contract_ids)
+
     # Duplicate all checklist items
     for item in src.checklist_items.order_by(ChecklistItem.display_order).all():
         new_item = ChecklistItem(

app/routes/tenant_settings.py

@@ -29,6 +29,7 @@ from app.models.tenant_settings import TenantSettings
 from app.utils.decorators import admin_required
 from app.utils.audit import log_action, ACTION_UPDATE, ACTION_CREATE, ACTION_DELETE
 from app.utils.time_utils import now_eastern
+from app.utils import storage
 
 logger = logging.getLogger(__name__)
 
@@ -43,7 +44,19 @@ _DOMAIN_RE = re.compile(
 # ── helpers ───────────────────────────────────────────────────────────────────
 
 def _save_logo(file_obj):
-    """Save uploaded logo to static/uploads/logos/; return relative URL or None."""
+    """Save an uploaded logo via the storage seam; return its key or None.
+
+    MT-22: this previously wrote straight to ``UPLOAD_FOLDER/logos/`` with
+    ``file_obj.save()`` — the last direct-to-disk writer in the app. On an
+    R2-backed tenant the logo never reached the bucket, and on the local
+    backend every tenant's logo landed in one shared directory.
+
+    Validation stays here by design: ``storage.py`` only moves bytes, and
+    callers own extension / magic-byte checks (see its module docstring).
+
+    The returned key keeps the exact ``uploads/logos/<file>`` shape already
+    stored in ``TenantSettings.logo_url``, so no migration and no data rewrite.
+    """
     if not file_obj or not file_obj.filename:
         return None
     allowed = {'png', 'jpg', 'jpeg', 'gif', 'svg', 'webp'}
@@ -63,27 +76,22 @@ def _save_logo(file_obj):
         }
         if not any(header.startswith(m) for m in magic):
             return None
-    import secrets
-    logos_dir = os.path.join(current_app.config['UPLOAD_FOLDER'], 'logos')
-    os.makedirs(logos_dir, exist_ok=True)
-    filename = f'{secrets.token_hex(12)}.{ext}'
-    file_obj.save(os.path.join(logos_dir, filename))
-    return f'uploads/logos/{filename}'
+    file_obj.seek(0)
+    return storage.save(file_obj, 'logos')
 
 
 def _delete_logo(logo_url):
-    """Remove a logo file from disk. Silently ignores missing files.
-    Safety guard: only deletes files inside the uploads/logos/ subfolder."""
+    """Remove a stored logo. Silently ignores missing objects.
+    Safety guard: only deletes keys inside the uploads/logos/ subfolder."""
+    if not logo_url:
+        return          # nothing stored — never issue a delete for 'uploads/logos/'
     try:
         # Use only the basename to avoid any path-traversal via the stored URL.
-        # All logos are written into logos_dir by _save_logo(), so joining the
-        # basename back to that directory is always the correct path.
-        logos_dir = os.path.join(current_app.config['UPLOAD_FOLDER'], 'logos')
-        abs_logos = os.path.abspath(logos_dir)
-        abs_path  = os.path.join(abs_logos, os.path.basename(logo_url))
-        if os.path.isfile(abs_path):
-            os.remove(abs_path)
-            logger.info('SETTINGS | logo_deleted | path=%s', abs_path)
+        # All logos are written to 'uploads/logos/' by _save_logo(), so
+        # rebuilding the key from the basename is always the correct target.
+        key = f'uploads/logos/{os.path.basename(str(logo_url or ""))}'
+        storage.delete(key)
+        logger.info('SETTINGS | logo_deleted | key=%s', key)
     except Exception as exc:
         logger.warning('SETTINGS | logo_delete_failed | url=%s err=%s', logo_url, exc)
 
@@ -211,20 +219,32 @@ def plan():
                 'allow_custom_domain': tenant.allow_custom_domain,
             }
 
-            # Live counts (tenant DB)
+            # Live counts (tenant DB), one axis at a time.
+            #
+            # These used to be four calls inside a single dict literal in one
+            # try/except. Python evaluates every value before assigning, so ONE
+            # failing counter discarded the whole dict and the page rendered 0
+            # for all four axes — including users and facilities, which were
+            # fine. That is exactly how a wrong column name in the issues
+            # counter presented as "no usage number ever updates".
             from app.tenancy.quota import (
                 count_active_users, count_active_facilities,
                 count_inspections_this_month, count_issues_this_month,
             )
+            for axis, counter in (
+                ('users',       count_active_users),
+                ('facilities',  count_active_facilities),
+                ('inspections', count_inspections_this_month),
+                ('issues',      count_issues_this_month),
+            ):
                 try:
-                quota_usage = {
-                    'users':       count_active_users(),
-                    'facilities':  count_active_facilities(),
-                    'inspections': count_inspections_this_month(),
-                    'issues':      count_issues_this_month(),
-                }
+                    quota_usage[axis] = counter()
                 except Exception as exc:
-                logger.error('tenant_settings.plan: quota count failed: %s', exc)
+                    # None (not 0) so the page shows "—": an unknown count and
+                    # a genuine zero must not look the same.
+                    quota_usage[axis] = None
+                    logger.error('tenant_settings.plan: %s count failed: %s',
+                                 axis, exc)
 
     # MT-8: billing fields are already on g.tenant — no extra DB query needed.
     billing_enabled     = current_app.config.get('BILLING_ENABLED', False)

app/routes/ui.py

@@ -0,0 +1,140 @@
+"""
+app/routes/ui.py
+----------------
+Web portal design switch and the pages the modern sidebar links to (MT-16).
+
+Routes
+    POST /ui/theme          switch_theme()   — flip users.ui_theme classic ↔ modern
+    GET  /ui/about          about()          — About Us page
+    GET  /ui/support-center support_center() — support hub of how-to cards
+    GET  /ui/theme-votes    theme_votes()    — admin tally of design choices
+
+Nothing here changes existing behaviour: the theme flag only selects which
+layout shell base.html extends. Every page template is untouched.
+
+Multi-tenant note
+-----------------
+`users` is a per-tenant table, so every query in this module is automatically
+scoped to the caller's tenant by the routing session — the vote tally shows one
+tenant's users, never the estate. There is deliberately no cross-tenant rollup
+here; that belongs in the control plane if it is ever wanted.
+"""
+
+import logging
+
+from flask import (Blueprint, render_template, redirect, request,
+                   url_for, flash, current_app)
+from flask_login import login_required, current_user
+from sqlalchemy import func
+
+from app import db
+from app.models.user import User, ROLE_LABELS
+from app.utils.audit import log_action, ACTION_UPDATE
+
+bp = Blueprint('ui', __name__, url_prefix='/ui')
+
+logger = logging.getLogger(__name__)
+
+VALID_THEMES = ('classic', 'modern')
+
+
+def _default_theme():
+    """Fallback design for accounts that have never chosen one."""
+    default = (current_app.config.get('DEFAULT_UI_THEME') or 'classic').lower()
+    return default if default in VALID_THEMES else 'classic'
+
+
+def _safe_next(target):
+    """Only allow same-site relative redirects (open-redirect guard).
+
+    A protocol-relative URL ('//evil.com') is a valid redirect target to the
+    browser but points off-site, so the leading-slash test alone is not enough.
+    """
+    if not target:
+        return url_for('dashboard.index')
+    if target.startswith('/') and not target.startswith('//'):
+        return target
+    return url_for('dashboard.index')
+
+
+# ── Design switch ────────────────────────────────────────────────────────────
+
+@bp.route('/theme', methods=['POST'])
+@login_required
+def switch_theme():
+    """Persist the user's design choice, then return them to the same page."""
+    theme = (request.form.get('theme') or '').strip().lower()
+    if theme not in VALID_THEMES:
+        flash('Unknown design option.', 'warning')
+        return redirect(_safe_next(request.form.get('next')))
+
+    previous = current_user.ui_theme or _default_theme()
+    if previous != theme:
+        current_user.ui_theme = theme
+        db.session.commit()
+
+        # log_action() commits internally — always AFTER the business commit.
+        log_action(
+            action       = ACTION_UPDATE,
+            entity_type  = 'User',
+            entity_id    = current_user.id,
+            entity_label = current_user.username,
+            details      = f'ui_theme={previous}→{theme}',
+        )
+        logger.info('UI | theme switch | user=%s | %s -> %s',
+                    current_user.username, previous, theme)
+        flash('Now showing the {} design. You can switch back any time from '
+              'the account menu.'.format('new' if theme == 'modern' else 'classic'),
+              'info')
+
+    return redirect(_safe_next(request.form.get('next')))
+
+
+# ── New pages (linked from the modern sidebar) ───────────────────────────────
+
+@bp.route('/about')
+@login_required
+def about():
+    return render_template('ui/about.html')
+
+
+@bp.route('/support-center')
+@login_required
+def support_center():
+    return render_template('ui/support_center.html')
+
+
+# ── Admin: which design are people actually keeping? ─────────────────────────
+
+@bp.route('/theme-votes')
+@login_required
+def theme_votes():
+    if current_user.role != 'admin':
+        flash('You do not have permission to view the design vote tally.', 'danger')
+        return redirect(url_for('dashboard.index'))
+
+    default = _default_theme()
+
+    rows = (db.session.query(User.ui_theme, func.count(User.id))
+            .filter(User.active == True)          # noqa: E712 — SQL boolean
+            .group_by(User.ui_theme)
+            .all())
+    tally = {t: 0 for t in VALID_THEMES}
+    for theme, count in rows:
+        key = theme if theme in VALID_THEMES else default
+        tally[key] = tally.get(key, 0) + count
+    total = sum(tally.values())
+
+    by_role = (db.session.query(User.role, User.ui_theme, func.count(User.id))
+               .filter(User.active == True)       # noqa: E712
+               .group_by(User.role, User.ui_theme)
+               .order_by(User.role)
+               .all())
+
+    return render_template('ui/theme_votes.html',
+                           tally=tally, total=total, by_role=by_role,
+                           default_theme=default,
+                           # by_role yields raw role strings from a group_by,
+                           # so hand the template the same label source the
+                           # User.role_label property uses (MT-15).
+                           role_labels=ROLE_LABELS)

app/static/css/ipad_responsive.css

@@ -13,15 +13,31 @@
   /* Minimum 44px touch targets on interactive elements */
   .btn,
   .nav-link,
-  .dropdown-item,
-  input[type="checkbox"],
-  input[type="radio"],
-  .form-check-input {
+  .dropdown-item {
     min-height: 44px;
     display: inline-flex;
     align-items: center;
   }
 
+  /* Checkboxes and radios are deliberately NOT in the rule above.
+     `display: inline-flex` on a native <input type="radio"> replaces its
+     intrinsic box with a flex container: the control keeps painting its glyph
+     at its natural ~16px size while the element claims a 44px-tall box, so the
+     visible dot and the actual hit area stop coinciding. Taps land next to the
+     control and nothing happens — which is exactly how the per-account
+     notification matrix (Inherit / On / Off) came to look unclickable.
+
+     Grow the target without touching `display`: keep the native box, scale the
+     glyph up, and give it margin so neighbouring options stay separable. Any
+     control that needs a genuinely large tap area should wrap the input in a
+     <label> that fills the cell (see customers/manage.html). */
+  input[type="checkbox"],
+  input[type="radio"],
+  .form-check-input {
+    transform: scale(1.35);
+    margin: 6px;
+  }
+
   /* Slightly larger form controls for finger input */
   .form-control,
   .form-select {

app/static/css/theme_modern.css

@@ -0,0 +1,482 @@
+/* ════════════════════════════════════════════════════════════════════════
+   Janitorial QC — MODERN design skin  (design A/B test — "modern")
+   ────────────────────────────────────────────────────────────────────────
+   Loaded ONLY by templates/layouts/modern.html, and always AFTER
+   theme.css, so every token below overrides the classic one.
+
+   The classic design is completely untouched by this file.
+
+   Palette sampled from the JQC_design deck:
+     brand      #155F82   deep teal-blue top bar / table headers
+     brand-700  #0F4A66   hover / pressed
+     brand-050  #DCEBF5   soft icon tiles, active rail rows
+     page       #EAEEF1   page background
+     surface    #FFFFFF   cards
+     ink        #1D2A32   headings
+     muted      #6B7A85   secondary text
+   ════════════════════════════════════════════════════════════════════════ */
+
+/* ── 1. Tokens ───────────────────────────────────────────────────────────── */
+body.jqc-modern {
+  --jqc-brand:      #155F82;
+  --jqc-brand-700:  #0F4A66;
+  --jqc-brand-600:  #1B6E93;
+  --jqc-brand-050:  #DCEBF5;
+  --jqc-brand-025:  #E9F0F8;
+  --jqc-page:       #EAEEF1;
+  --jqc-ink:        #1D2A32;
+  --jqc-heading:    #1D2A32;
+  --jqc-muted:      #6B7A85;
+  --jqc-faint:      #93A1AB;
+  --jqc-border:     #E3E8EC;
+  --jqc-border-2:   #CFD9E0;
+  --jqc-surface:    #F5F8FA;   /* subtle fill — hovers, muted rows (theme.css) */
+  --jqc-surface-2:  #EEF3F6;
+  --jqc-card-bg:    #FFFFFF;   /* raised surfaces — cards, KPI tiles, sidebar */
+  --jqc-accent:     #155F82;
+  --jqc-accent-700: #0F4A66;
+  --jqc-accent-50:  #DCEBF5;
+  --jqc-shadow:     0 1px 2px rgba(21, 46, 62, .05), 0 6px 18px rgba(21, 46, 62, .06);
+  --jqc-shadow-md:  0 10px 30px rgba(21, 46, 62, .12);
+
+  --bs-primary:       #155F82;
+  --bs-primary-rgb:   21, 95, 130;
+  --bs-link-color:        #155F82;
+  --bs-link-color-rgb:    21, 95, 130;
+  --bs-link-hover-color:      #0F4A66;
+  --bs-link-hover-color-rgb:  15, 74, 102;
+  --bs-body-bg:       #EAEEF1;
+  --bs-body-color:    #1D2A32;
+  --bs-border-color:  #E3E8EC;
+  --bs-border-radius:     .6rem;
+  --bs-border-radius-sm:  .45rem;
+  --bs-border-radius-lg:  1rem;
+  --bs-border-radius-xl:  1.15rem;
+
+  --jqc-topbar-h:   72px;
+  --jqc-sidebar-w:  232px;
+
+  background-color: var(--jqc-page);
+  color: var(--jqc-ink);
+  font-family: 'DM Sans', system-ui, -apple-system, "Segoe UI", Roboto, sans-serif;
+}
+
+/* ── 2. Top bar ──────────────────────────────────────────────────────────── */
+.jqc-modern .jqc-topbar {
+  position: fixed;
+  top: 0; left: 0; right: 0;
+  height: var(--jqc-topbar-h);
+  z-index: 1035;
+  background: var(--jqc-brand);
+  display: flex;
+  align-items: center;
+  gap: 14px;
+  padding: 0 20px;
+  padding-top: env(safe-area-inset-top);
+  box-shadow: 0 1px 0 rgba(0, 0, 0, .10);
+}
+.jqc-modern .jqc-brand {
+  text-decoration: none;
+  color: #fff;
+  line-height: 1;
+  flex: 0 0 auto;
+}
+.jqc-modern .jqc-brand-mark {
+  display: block;
+  font-size: 1.75rem;
+  font-weight: 800;
+  letter-spacing: -.02em;
+}
+.jqc-modern .jqc-brand-sub {
+  display: block;
+  font-size: .68rem;
+  opacity: .82;
+  margin-top: 3px;
+}
+/* MT: a tenant with an uploaded logo renders it in place of the "JQC" wordmark.
+   Capped in height so a tall logo cannot stretch the top bar. */
+.jqc-modern .jqc-brand-logo {
+  display: block;
+  max-height: 30px;
+  max-width: 150px;
+  object-fit: contain;
+}
+.jqc-modern .jqc-search {
+  position: relative;
+  margin-left: auto;
+  width: min(420px, 42vw);
+}
+.jqc-modern .jqc-search i {
+  position: absolute;
+  left: 16px; top: 50%;
+  transform: translateY(-50%);
+  color: var(--jqc-muted);
+  pointer-events: none;
+}
+.jqc-modern .jqc-search .form-control {
+  border: none;
+  border-radius: 999px;
+  height: 42px;
+  padding-left: 44px;
+  background: #fff;
+  font-size: .92rem;
+}
+.jqc-modern .jqc-search .form-control:focus {
+  box-shadow: 0 0 0 .2rem rgba(255, 255, 255, .35);
+}
+.jqc-modern .jqc-topbar-actions {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  flex: 0 0 auto;
+}
+.jqc-modern .jqc-icon-btn {
+  color: #fff;
+  font-size: 1.2rem;
+  text-decoration: none;
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  width: 40px; height: 40px;
+  border-radius: 50%;
+  transition: background-color .15s;
+}
+.jqc-modern .jqc-icon-btn:hover { background: rgba(255, 255, 255, .14); color: #fff; }
+.jqc-modern .jqc-avatar {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  width: 44px; height: 44px;
+  border-radius: 50%;
+  background: var(--jqc-brand-700);
+  border: 2px solid rgba(255, 255, 255, .85);
+  color: #fff;
+  font-weight: 700;
+  font-size: .9rem;
+  letter-spacing: .02em;
+  text-decoration: none;
+}
+.jqc-modern .jqc-avatar:hover { background: #0b3b53; color: #fff; }
+.jqc-modern .jqc-hamburger {
+  background: transparent;
+  border: none;
+  color: #fff;
+  font-size: 1.5rem;
+  line-height: 1;
+  padding: 4px 6px;
+}
+
+/* ── 3. Sidebar ──────────────────────────────────────────────────────────── */
+.jqc-modern .jqc-sidebar {
+  position: fixed;
+  top: var(--jqc-topbar-h);
+  bottom: 0;
+  left: 0;
+  width: var(--jqc-sidebar-w);
+  background: var(--jqc-card-bg);
+  border-right: 1px solid var(--jqc-border);
+  overflow-y: auto;
+  z-index: 1030;
+  display: flex;
+  flex-direction: column;
+  padding-top: 10px;
+}
+.jqc-modern .jqc-nav { flex: 1 1 auto; }
+.jqc-modern .jqc-nav-link {
+  position: relative;
+  display: flex;
+  align-items: center;
+  gap: 14px;
+  padding: 13px 18px 13px 22px;
+  color: #43525C;
+  text-decoration: none;
+  font-size: .95rem;
+  font-weight: 500;
+  transition: background-color .15s, color .15s;
+}
+.jqc-modern .jqc-nav-link i { font-size: 1.15rem; width: 22px; text-align: center; }
+.jqc-modern .jqc-nav-link span { flex: 1 1 auto; }
+.jqc-modern .jqc-nav-link:hover { background: var(--jqc-brand-025); color: var(--jqc-brand); }
+.jqc-modern .jqc-nav-link.active {
+  background: var(--jqc-brand-025);
+  color: var(--jqc-brand);
+  font-weight: 700;
+}
+.jqc-modern .jqc-nav-link.active::before {
+  content: '';
+  position: absolute;
+  left: 0; top: 0; bottom: 0;
+  width: 5px;
+  background: var(--jqc-brand);
+}
+.jqc-modern .jqc-nav-caret { font-size: .7rem !important; width: auto !important; opacity: .6; }
+.jqc-modern .jqc-nav-badge {
+  background: #D9534F;
+  color: #fff;
+  border-radius: 999px;
+  font-size: .68rem;
+  font-weight: 700;
+  padding: 1px 7px;
+  line-height: 1.5;
+}
+.jqc-modern .jqc-nav-sublink {
+  display: block;
+  padding: 9px 18px 9px 58px;
+  font-size: .88rem;
+  color: #5A6A75;
+  text-decoration: none;
+}
+.jqc-modern .jqc-nav-sublink:hover { background: var(--jqc-brand-025); color: var(--jqc-brand); }
+.jqc-modern .jqc-nav-sublink.active { color: var(--jqc-brand); font-weight: 700; }
+/* .jqc-sidebar-foot / .jqc-switch-btn were dropped in phase50 along with the
+   sidebar design switcher — no template references them any more. */
+.jqc-modern .jqc-sidebar-backdrop {
+  position: fixed;
+  inset: 0;
+  background: rgba(15, 34, 46, .45);
+  z-index: 1029;
+  display: none;
+}
+.jqc-modern .jqc-sidebar-backdrop.show { display: block; }
+
+/* ── 4. Main region ──────────────────────────────────────────────────────── */
+.jqc-modern .jqc-main {
+  margin-left: var(--jqc-sidebar-w);
+  padding: calc(var(--jqc-topbar-h) + 22px) 10px 40px;
+  min-height: 100vh;
+}
+.jqc-modern .jqc-main > .container-fluid { padding-inline: 14px; }
+
+@media (max-width: 991.98px) {
+  .jqc-modern .jqc-sidebar {
+    transform: translateX(-100%);
+    transition: transform .2s ease;
+    box-shadow: 0 0 24px rgba(15, 34, 46, .18);
+  }
+  .jqc-modern .jqc-sidebar.open { transform: translateX(0); }
+  .jqc-modern .jqc-main { margin-left: 0; }
+  .jqc-modern .jqc-search { width: auto; flex: 1 1 auto; }
+  .jqc-modern .jqc-brand-sub { display: none; }
+}
+
+/* ── 5. Page heading block (used by the rebuilt modern pages) ────────────── */
+.jqc-modern .jqc-page-head { margin-bottom: 20px; }
+.jqc-modern .jqc-page-head h1,
+.jqc-modern .jqc-page-title {
+  font-size: 2rem;
+  font-weight: 800;
+  letter-spacing: -.02em;
+  color: var(--jqc-ink);
+  margin: 0;
+}
+/* Opt-in centring — the default is left-aligned. `.center` on the head block
+   centres the title and its sub-line together. */
+.jqc-modern .jqc-page-head.center,
+.jqc-modern .jqc-page-title.center { text-align: center; }
+.jqc-modern .jqc-page-sub {
+  color: var(--jqc-muted);
+  font-size: .95rem;
+  margin-top: 4px;
+}
+
+/* ── 6. Cards / surfaces (applies to every page, rebuilt or not) ─────────── */
+.jqc-modern .card {
+  border: 1px solid var(--jqc-border);
+  border-radius: 16px;
+  box-shadow: var(--jqc-shadow);
+}
+.jqc-modern .card-header {
+  background: var(--jqc-card-bg);
+  border-bottom: 1px solid var(--jqc-border);
+  color: var(--jqc-ink);
+  font-weight: 700;
+  padding: .9rem 1.15rem;
+}
+.jqc-modern .card-header.bg-light,
+.jqc-modern .card-header.bg-white { background: var(--jqc-card-bg) !important; }
+.jqc-modern .card-body { padding: 1.15rem; }
+
+.jqc-modern .jqc-card {
+  background: var(--jqc-card-bg);
+  border: 1px solid var(--jqc-border);
+  border-radius: 16px;
+  box-shadow: var(--jqc-shadow);
+  padding: 20px 22px;
+  margin-bottom: 22px;
+}
+.jqc-modern .jqc-card-title {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  font-size: 1.15rem;
+  font-weight: 800;
+  color: var(--jqc-ink);
+  margin-bottom: 16px;
+}
+
+/* Soft square icon tile — the deck's signature element */
+.jqc-modern .jqc-tile-icon {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  width: 42px; height: 42px;
+  border-radius: 11px;
+  background: var(--jqc-brand-050);
+  color: var(--jqc-brand);
+  font-size: 1.15rem;
+  flex: 0 0 auto;
+}
+.jqc-modern .jqc-tile-icon.lg { width: 74px; height: 74px; border-radius: 18px; font-size: 2rem; }
+
+/* KPI tiles */
+.jqc-modern .jqc-kpi {
+  background: var(--jqc-card-bg);
+  border: 1px solid var(--jqc-border);
+  border-radius: 16px;
+  box-shadow: var(--jqc-shadow);
+  padding: 18px 20px;
+  height: 100%;
+  display: block;
+  text-decoration: none;
+  color: inherit;
+  transition: box-shadow .15s, transform .15s;
+}
+a.jqc-kpi:hover { box-shadow: var(--jqc-shadow-md); transform: translateY(-1px); color: inherit; }
+.jqc-modern .jqc-kpi-value {
+  font-size: 2.1rem;
+  font-weight: 800;
+  line-height: 1.05;
+  color: var(--jqc-ink);
+  margin-top: 10px;
+}
+.jqc-modern .jqc-kpi-label { font-size: .85rem; color: var(--jqc-muted); margin-top: 2px; }
+
+/* Label / value rows inside summary cards */
+.jqc-modern .jqc-stat-row {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 12px;
+  padding: 11px 2px;
+  border-bottom: 1px solid var(--jqc-border);
+  text-decoration: none;
+  color: var(--jqc-ink);
+}
+.jqc-modern .jqc-stat-row:last-child { border-bottom: none; }
+.jqc-modern .jqc-stat-row:hover { color: var(--jqc-brand); }
+.jqc-modern .jqc-stat-label { font-size: .95rem; display: flex; align-items: center; gap: 9px; }
+.jqc-modern .jqc-stat-value { font-size: 1.05rem; font-weight: 800; white-space: nowrap; }
+.jqc-modern .jqc-dot {
+  width: 9px; height: 9px; border-radius: 50%;
+  display: inline-block; flex: 0 0 auto;
+}
+
+/* Hub cards (Facility / Support pages) */
+.jqc-modern .jqc-hub-card {
+  display: flex;
+  flex-direction: column;
+  height: 100%;
+  background: var(--jqc-card-bg);
+  border: 1px solid var(--jqc-border);
+  border-radius: 16px;
+  box-shadow: var(--jqc-shadow);
+  padding: 24px 26px;
+  text-decoration: none;
+  color: inherit;
+  transition: box-shadow .15s, transform .15s;
+}
+.jqc-modern .jqc-hub-card:hover { box-shadow: var(--jqc-shadow-md); transform: translateY(-2px); color: inherit; }
+.jqc-modern .jqc-hub-title { font-size: 1.3rem; font-weight: 800; color: var(--jqc-ink); }
+.jqc-modern .jqc-hub-text  { color: var(--jqc-muted); font-size: .93rem; margin-top: 6px; }
+.jqc-modern .jqc-hub-open  { color: var(--jqc-brand); font-weight: 700; font-size: .9rem; margin-top: auto; padding-top: 18px; }
+.jqc-modern .jqc-hub-card.dark { background: var(--jqc-brand); border-color: var(--jqc-brand); }
+.jqc-modern .jqc-hub-card.dark .jqc-hub-title,
+.jqc-modern .jqc-hub-card.dark .jqc-hub-text { color: #fff; }
+.jqc-modern .jqc-hub-card.dark .jqc-tile-icon { background: #fff; }
+/* The default .jqc-hub-open is brand-coloured, which is invisible on the dark
+   (brand-filled) card — it needs its own colour. */
+.jqc-modern .jqc-hub-card.dark .jqc-hub-open { color: #fff; }
+
+/* ── 7. Tables — dark teal header, as in the deck ────────────────────────── */
+.jqc-modern .table { --bs-table-border-color: var(--jqc-border); margin-bottom: 0; }
+
+/* Recoloured via Bootstrap's own table CSS variables rather than !important, so
+   a page that deliberately wants a different header (table-dark, a tinted
+   report header) can still override it with a normal rule. */
+.jqc-modern .table > thead > tr > th,
+.jqc-modern .table thead.table-light > tr > th,
+.jqc-modern .table > thead th {
+  --bs-table-bg: var(--jqc-brand);
+  --bs-table-color: #fff;
+  background-color: var(--jqc-brand);
+  color: #fff;
+  border-color: var(--jqc-brand-700);
+  font-weight: 600;
+  font-size: .88rem;
+  vertical-align: middle;
+}
+
+/* nowrap only where the column set is known-narrow (dashboard panels); wide
+   tables such as the issues list and audit trail must be free to wrap rather
+   than force a horizontal scroll on iPad portrait. */
+.jqc-modern .jqc-card .table > thead th { white-space: nowrap; }
+.jqc-modern .table > tbody > tr > td { vertical-align: middle; font-size: .92rem; }
+.jqc-modern .table-hover > tbody > tr:hover > * { background-color: var(--jqc-brand-025); }
+.jqc-modern .jqc-table-wrap {
+  border: 1px solid var(--jqc-border);
+  border-radius: 12px;
+  overflow: hidden;
+}
+
+/* ── 8. Buttons, badges, forms ───────────────────────────────────────────── */
+.jqc-modern .btn { border-radius: .6rem; font-weight: 600; }
+.jqc-modern .btn-primary {
+  --bs-btn-bg: var(--jqc-brand);            --bs-btn-border-color: var(--jqc-brand);
+  --bs-btn-hover-bg: var(--jqc-brand-700);  --bs-btn-hover-border-color: var(--jqc-brand-700);
+  --bs-btn-active-bg: var(--jqc-brand-700); --bs-btn-active-border-color: var(--jqc-brand-700);
+  --bs-btn-disabled-bg: var(--jqc-brand);   --bs-btn-disabled-border-color: var(--jqc-brand);
+}
+.jqc-modern .btn-outline-primary {
+  --bs-btn-color: var(--jqc-brand);         --bs-btn-border-color: var(--jqc-brand);
+  --bs-btn-hover-bg: var(--jqc-brand);      --bs-btn-hover-border-color: var(--jqc-brand);
+  --bs-btn-active-bg: var(--jqc-brand);     --bs-btn-active-border-color: var(--jqc-brand);
+}
+.jqc-modern .bg-primary { background-color: var(--jqc-brand) !important; }
+.jqc-modern .text-primary { color: var(--jqc-brand) !important; }
+.jqc-modern .badge { border-radius: 999px; font-weight: 700; padding: .35em .7em; }
+.jqc-modern .form-control,
+.jqc-modern .form-select {
+  border-radius: .6rem;
+  border-color: var(--jqc-border-2);
+}
+.jqc-modern .form-control:focus,
+.jqc-modern .form-select:focus {
+  border-color: var(--jqc-brand);
+  box-shadow: 0 0 0 .18rem rgba(21, 95, 130, .18);
+}
+
+/* Filter bar — the rounded pill row from the deck */
+.jqc-modern .jqc-filter-bar {
+  background: var(--jqc-card-bg);
+  border: 1px solid var(--jqc-border);
+  border-radius: 16px;
+  box-shadow: var(--jqc-shadow);
+  padding: 14px 16px;
+  margin-bottom: 20px;
+}
+.jqc-modern .jqc-filter-bar .form-control,
+.jqc-modern .jqc-filter-bar .form-select { border-radius: 999px; padding-inline: 16px; }
+
+/* ── 9. Alerts / misc ────────────────────────────────────────────────────── */
+.jqc-modern .alert { border-radius: 12px; border: 1px solid var(--jqc-border); }
+.jqc-modern .dropdown-menu { border-radius: 12px; border-color: var(--jqc-border); box-shadow: var(--jqc-shadow-md); }
+.jqc-modern .nav-tabs .nav-link.active { color: var(--jqc-brand); }
+.jqc-modern .progress-bar.bg-success { background-color: #2E7D4F !important; }
+
+/* Print: drop the chrome entirely */
+@media print {
+  .jqc-modern .jqc-topbar,
+  .jqc-modern .jqc-sidebar,
+  .jqc-modern .jqc-sidebar-backdrop { display: none !important; }
+  .jqc-modern .jqc-main { margin-left: 0; padding-top: 0; }
+}

app/templates/auth/profile.html

@@ -81,6 +81,27 @@
             </div>
         </div>
 
+        <!-- ── My Data & Privacy (phase51) ───────────────────────────── -->
+        <div class="card shadow-sm mt-4">
+            <div class="card-header bg-light">
+                <h6 class="mb-0 fw-semibold"><i class="bi bi-shield-lock me-1"></i>My Data &amp; Privacy</h6>
+            </div>
+            <div class="card-body">
+                <p class="text-muted small mb-3">
+                    Download a copy of the data tied to your account, or request its
+                    erasure.
+                </p>
+                <a href="{{ url_for('auth.export_my_data') }}"
+                   class="btn btn-outline-secondary btn-sm w-100 mb-2">
+                    <i class="bi bi-download me-1"></i>Export My Data
+                </a>
+                <button type="button" class="btn btn-outline-danger btn-sm w-100"
+                        data-bs-toggle="modal" data-bs-target="#deleteMyDataModal">
+                    <i class="bi bi-trash me-1"></i>Delete My Account &amp; Data
+                </button>
+            </div>
+        </div>
+
     </div>
 
     <!-- ── Right column: edit form + recent inspections ──────────────── -->
@@ -263,4 +284,38 @@
 
     </div>
 </div>
+
+<!-- ── Delete My Data Modal (phase51) ──────────────────────────────────── -->
+<div class="modal fade" id="deleteMyDataModal" tabindex="-1" aria-hidden="true">
+  <div class="modal-dialog">
+    <div class="modal-content">
+      <div class="modal-header bg-danger text-white">
+        <h5 class="modal-title"><i class="bi bi-exclamation-triangle me-2"></i>Delete My Account &amp; Data</h5>
+        <button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
+      </div>
+      <form method="POST" action="{{ url_for('auth.request_my_data_deletion') }}">
+        <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+        <div class="modal-body">
+          <div class="alert alert-warning mb-3">
+            <i class="bi bi-exclamation-triangle-fill me-1"></i>
+            This action is <strong>permanent</strong> and logs you out immediately.
+          </div>
+          <p class="mb-0">
+            If you have no inspection or issue history tied to your account, it will be
+            <strong>permanently deleted</strong>. If you do have history (common for staff
+            accounts), your name, username, and email will be replaced with a
+            non-identifying placeholder and the account deactivated — historical records
+            stay intact for audit continuity but will no longer identify you.
+          </p>
+        </div>
+        <div class="modal-footer">
+          <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
+          <button type="submit" class="btn btn-danger">
+            <i class="bi bi-trash me-1"></i>Confirm Deletion
+          </button>
+        </div>
+      </form>
+    </div>
+  </div>
+</div>
 {% endblock %}

app/templates/auth/user_form.html

@@ -80,7 +80,11 @@
                         </div>
                     </div>
 
-                    <div class="row">
+                    {# phase51 — the email-invitation branch that used to live here
+                       moved to Customer Management along with the Customer
+                       Inspector role. Every role this form still offers is our own
+                       staff, created with an admin-set password. #}
+                    <div class="row" id="passwordFields">
                         <div class="col-md-6 mb-3">
                             {{ form.password.label(class="form-label") }}
                             {{ form.password(class="form-control", placeholder="Leave blank to keep current" if user else "") }}
@@ -128,4 +132,5 @@
         </div>
     </div>
 </div>
+
 {% endblock %}

app/templates/auth/users.html

@@ -37,12 +37,12 @@
                         <td>{{ user.full_name or '—' }}</td>
                         <td>{{ user.email }}</td>
                         <td>
-                            <span class="badge bg-{% if user.role == 'admin' %}danger{% elif user.role == 'director' %}warning{% elif user.role == 'project_manager' %}primary{% elif user.role == 'customer' %}success{% else %}info{% endif %}">
-                                {{ user.role.replace('_',' ')|title }}
+                            <span class="badge bg-{% if user.role == 'admin' %}danger{% elif user.role == 'director' %}warning{% elif user.role == 'project_manager' %}primary{% elif user.role == 'auditor' %}secondary{% elif user.role == 'customer' %}success{% elif user.role == 'external_inspector' %}dark{% else %}info{% endif %}">
+                                {{ user.role_label }}
                             </span>
                         </td>
                         <td>
-                            {% if user.role == 'inspector' %}
+                            {% if user.is_inspector %}
                             {% set cnt = inspector_contract_counts.get(user.id, 0) %}
                             {% if cnt > 0 %}
                             <span class="badge bg-success">{{ cnt }} contract{{ 's' if cnt != 1 else '' }}</span>
@@ -65,12 +65,23 @@
                             <a href="{{ url_for('auth.edit_user', user_id=user.id) }}" class="btn btn-sm btn-outline-primary" title="Edit">
                                 <i class="bi bi-pencil"></i>
                             </a>
-                            {% if user.role == 'inspector' %}
+                            {% if user.is_inspector %}
                             <a href="{{ url_for('auth.assign_inspector_contracts', user_id=user.id) }}"
                                class="btn btn-sm btn-outline-secondary" title="Assign contracts">
                                 <i class="bi bi-briefcase"></i>
                             </a>
                             {% endif %}
+                            {% if not user.password_set %}
+                            <form method="POST" action="{{ url_for('auth.resend_invite', user_id=user.id) }}"
+                                  class="d-inline"
+                                  onsubmit="return confirm('Resend the invitation email to {{ user.email }}? The previous link will stop working.');">
+                                <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+                                <button type="submit" class="btn btn-sm btn-outline-warning"
+                                        title="Resend invitation email">
+                                    <i class="bi bi-envelope-arrow-up"></i>
+                                </button>
+                            </form>
+                            {% endif %}
                             {% if user.id != current_user.id %}
                             <form method="POST" action="{{ url_for('auth.toggle_active', user_id=user.id) }}" class="d-inline">
                                 <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">

app/templates/base.html

@@ -1,525 +1,15 @@
-<!DOCTYPE html>
-<html lang="en">
-<head>
-    <meta charset="UTF-8">
-    <meta name="viewport" content="width=device-width, initial-scale=1.0, viewport-fit=cover">
-    <!-- iOS / iPadOS web app meta tags -->
-    <meta name="apple-mobile-web-app-capable" content="yes">
-    <meta name="apple-mobile-web-app-status-bar-style" content="black-translucent">
-    <meta name="mobile-web-app-capable" content="yes">
-    <title>{% block title %}Janitorial QC System{% endblock %}</title>
-    <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
-    <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.0/font/bootstrap-icons.css">
-    <link rel="stylesheet" href="https://fonts.googleapis.com/css2?family=DM+Sans:wght@400;500;600;700&display=swap">
-    <link rel="stylesheet" href="{{ url_for('static', filename='css/theme.css') }}">
-    <link rel="stylesheet" href="{{ url_for('static', filename='css/ipad_responsive.css') }}">
-    <link rel="stylesheet" href="{{ url_for('static', filename='css/mobile_phone.css') }}">
-    {% if tenant_branding %}
-    <style>
-      :root {
-        --bs-primary: {{ tenant_branding.primary_color or '#1a56db' }};
-        --bs-primary-rgb: {{ tenant_branding.primary_color|hex_to_rgb if tenant_branding.primary_color else '26,86,219' }};
-        --jqc-accent: {{ tenant_branding.accent_color or '#16a34a' }};
-      }
-      .bg-primary { background-color: {{ tenant_branding.primary_color or '#1a56db' }} !important; }
-      .btn-primary { background-color: {{ tenant_branding.primary_color or '#1a56db' }} !important;
-                     border-color: {{ tenant_branding.primary_color or '#1a56db' }} !important; }
-    </style>
-    {% endif %}
-    {% block extra_css %}{% endblock %}
-    <style>
-        /* ── Notification bell styles ── */
-        .notif-bell-wrapper { position: relative; }
-        .notif-badge {
-            position: absolute;
-            top: 2px; right: 2px;
-            font-size: 0.6rem;
-            min-width: 16px; height: 16px; line-height: 16px;
-            padding: 0 4px; border-radius: 8px;
-            pointer-events: none;
-        }
-        .notif-dropdown {
-            width: 380px;
-            max-height: 520px;
-            overflow-y: auto;
-            padding: 0;
-        }
-        .notif-item {
-            border-left: 3px solid transparent;
-            transition: background 0.15s;
-            cursor: pointer;
-        }
-        .notif-item.unread {
-            border-left-color: #0d6efd;
-            background-color: #f0f6ff;
-        }
-        .notif-item:hover { background-color: #e8f0fe; }
-        .notif-title  { font-size: 0.85rem; font-weight: 600; margin-bottom: 2px; }
-        .notif-body   { font-size: 0.78rem; color: #555; white-space: normal; }
-        .notif-time   { font-size: 0.7rem; color: #999; }
-        .notif-empty  { padding: 24px; text-align: center; color: #aaa; font-size: 0.85rem; }
+{# ────────────────────────────────────────────────────────────────────────────
+   base.html — layout dispatcher (MT-16)
 
-        /* ── Active nav tab ── */
-        .navbar-dark .navbar-nav .nav-link.active {
-            background-color: rgba(255, 255, 255, 0.18);
-            color: #ffffff !important;
-            border-radius: 6px;
-            font-weight: 600;
-            box-shadow: inset 0 -2px 0 rgba(255,255,255,0.6);
-        }
-        .navbar-dark .navbar-nav .nav-link:not(.active):hover {
-            background-color: rgba(255, 255, 255, 0.08);
-            border-radius: 6px;
-        }
-    </style>
-</head>
-<body>
-    {% if current_user.is_authenticated %}
-    <nav class="navbar navbar-expand-xxl navbar-dark bg-primary">
-        <div class="container-fluid">
-            <a class="navbar-brand" href="{{ url_for('dashboard.index') }}">
-                {% if tenant_branding and tenant_branding.logo_url %}
-                <img src="{{ url_for('static', filename=tenant_branding.logo_url) }}"
-                     alt="{{ tenant_branding.display_name }}"
-                     style="max-height:32px; border-radius:4px; margin-right:.35rem;">
-                {% else %}
-                <i class="bi bi-clipboard-check"></i>
-                {% endif %}
-                {{ tenant_branding.display_name if tenant_branding else 'Janitorial QC' }}
-            </a>
-            <!-- ── Bell + toggler always visible on mobile/tablet ── -->
-            <div class="d-flex align-items-center gap-2 ms-auto me-2 d-xxl-none">
-                <!-- Notification bell (always visible) -->
-                <div class="dropdown">
-                    <a class="nav-link position-relative notif-bell-wrapper text-white"
-                       href="#"
-                       id="notifDropdownMobile"
-                       role="button"
-                       data-bs-toggle="dropdown"
-                       aria-expanded="false"
-                       title="Notifications">
-                        <i class="bi bi-bell fs-5"></i>
-                        {% if unread_notification_count > 0 %}
-                        <span class="badge bg-danger notif-badge" id="notif-count-badge-mobile">
-                            {{ unread_notification_count if unread_notification_count <= 99 else '99+' }}
-                        </span>
-                        {% else %}
-                        <span class="badge bg-danger notif-badge d-none" id="notif-count-badge-mobile"></span>
-                        {% endif %}
-                    </a>
-                    <div class="dropdown-menu dropdown-menu-end notif-dropdown shadow"
-                         id="notif-dropdown-menu-mobile">
-                        <div class="d-flex justify-content-between align-items-center px-3 py-2 border-bottom">
-                            <span class="fw-semibold" style="font-size:.9rem;">Notifications</span>
-                            <button class="btn btn-link btn-sm p-0 text-muted text-decoration-none mark-all-read-btn"
-                                    style="font-size:.75rem;">Mark all as read</button>
-                        </div>
-                        <div class="notif-list-mobile">
-                            <div class="notif-empty">Loading…</div>
-                        </div>
-                        <div class="border-top d-flex justify-content-between px-3 py-2" style="font-size:.8rem;">
-                            <a href="{{ url_for('notifications.index') }}" class="text-decoration-none">
-                                <i class="bi bi-list-ul me-1"></i>View all
-                            </a>
-                            <a href="{{ url_for('notifications.preferences') }}" class="text-decoration-none text-muted">
-                                <i class="bi bi-gear me-1"></i>Preferences
-                            </a>
-                        </div>
-                    </div>
-                </div>
-            </div>
-            <button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNav">
-                <span class="navbar-toggler-icon"></span>
-            </button>
-            <div class="collapse navbar-collapse" id="navbarNav">
-                <ul class="navbar-nav me-auto">
-                    <li class="nav-item">
-                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('dashboard.') }}" href="{{ url_for('dashboard.index') }}">Dashboard</a>
-                    </li>
-                    <li class="nav-item">
-                        <a class="nav-link {{ 'active' if request.endpoint and (request.endpoint.startswith('reports.') or request.endpoint.startswith('scheduled_reports.')) }}" href="{{ url_for('reports.index') }}">Reports</a>
-                    </li>
-                    {% if current_user.role in ['admin', 'director', 'project_manager'] %}
-                    <li class="nav-item">
-                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('projects.') }}" href="{{ url_for('projects.index') }}">Contracts</a>
-                    </li>
-                    {% endif %}
-                    <li class="nav-item">
-                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('facilities.') }}" href="{{ url_for('facilities.list_facilities') }}">Facilities</a>
-                    </li>
-                    {% if current_user.role in ['admin', 'director'] %}
-                    <li class="nav-item">
-                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('templates.') }}" href="{{ url_for('templates.index') }}">Templates</a>
-                    </li>
-                    {% endif %}
-                    <li class="nav-item">
-                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('inspections.') }}" href="{{ url_for('inspections.index') }}">Inspections</a>
-                    </li>
-                    {% if current_user.role in ['admin', 'director', 'project_manager'] %}
-                    <li class="nav-item">
-                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('inspection_schedules.') }}" href="{{ url_for('inspection_schedules.index') }}">Schedules</a>
-                    </li>
-                    {% endif %}
-                    <li class="nav-item">
-                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('issues.') and request.endpoint != 'issues.verification_queue' }}" href="{{ url_for('issues.index') }}">Issues</a>
-                    </li>
-                    {% if current_user.role in ['admin', 'director'] %}
-                    <li class="nav-item">
-                        <a class="nav-link d-flex align-items-center gap-1 {{ 'active' if request.endpoint == 'issues.verification_queue' }}"
-                           href="{{ url_for('issues.verification_queue') }}">
-                          Verify
-                          {% if pending_verification_count and pending_verification_count > 0 %}
-                          <span class="badge bg-info text-dark"
-                                style="font-size:.65rem;line-height:1;">
-                            {{ pending_verification_count }}
-                          </span>
-                          {% endif %}
-                        </a>
-                    </li>
-                    {% endif %}
-                    {% if current_user.role in ['admin', 'director'] %}
-                    <li class="nav-item">
-                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('customers.') }}" href="{{ url_for('customers.index') }}">Customers</a>
-                    </li>
-                    {% endif %}
-                    {% if current_user.role in ['admin', 'director'] %}
-                    <li class="nav-item">
-                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('support.') }}"
-                           href="{{ url_for('support.admin_tickets') }}">
-                            Support
-                            {% if open_support_tickets_count > 0 %}
-                            <span class="badge bg-danger ms-1">{{ open_support_tickets_count }}</span>
-                            {% endif %}
-                        </a>
-                    </li>
-                    {% endif %}
-                    {% if current_user.role == 'customer' %}
-                    <li class="nav-item dropdown">
-                        <a class="nav-link dropdown-toggle {{ 'active' if request.endpoint and request.endpoint.startswith('support.') }}"
-                           href="#" role="button" data-bs-toggle="dropdown" aria-expanded="false">
-                            <i class="bi bi-chat-dots me-1"></i>Support
-                        </a>
-                        <ul class="dropdown-menu">
-                            <li>
-                                <a class="dropdown-item" href="{{ url_for('support.chat') }}">
-                                    <i class="bi bi-chat-dots me-2"></i>Ask a Question
-                                </a>
-                            </li>
-                            <li>
-                                <a class="dropdown-item" href="{{ url_for('support.my_tickets') }}">
-                                    <i class="bi bi-inbox me-2"></i>My Requests
-                                </a>
-                            </li>
-                        </ul>
-                    </li>
-                    {% endif %}
-                    {% if current_user.role == 'admin' %}
-                    {% set admin_active = request.endpoint and (
-                        (request.endpoint.startswith('auth.') and 'user' in request.endpoint)
-                        or request.endpoint.startswith('audit.')
-                        or request.endpoint == 'auth.notification_matrix'
-                        or request.endpoint.startswith('broadcast.')
-                        or request.endpoint.startswith('devices.')
-                        or request.endpoint.startswith('tenant_settings.')
-                    ) %}
-                    <li class="nav-item dropdown">
-                        <a class="nav-link dropdown-toggle {{ 'active' if admin_active }}"
-                           href="#" id="adminMenu" role="button"
-                           data-bs-toggle="dropdown" aria-expanded="false">
-                            <i class="bi bi-sliders me-1"></i>Admin
-                        </a>
-                        <ul class="dropdown-menu dropdown-menu-end" aria-labelledby="adminMenu">
-                            <li>
-                                <a class="dropdown-item {{ 'active' if request.endpoint and request.endpoint.startswith('auth.') and 'user' in request.endpoint }}"
-                                   href="{{ url_for('auth.list_users') }}">
-                                    <i class="bi bi-people me-2"></i>Users
-                                </a>
-                            </li>
-                            <li>
-                                <a class="dropdown-item {{ 'active' if request.endpoint and request.endpoint.startswith('audit.') }}"
-                                   href="{{ url_for('audit.index') }}">
-                                    <i class="bi bi-clipboard-data me-2"></i>Audit Trail
-                                </a>
-                            </li>
-                            <li>
-                                <a class="dropdown-item {{ 'active' if request.endpoint == 'auth.notification_matrix' }}"
-                                   href="{{ url_for('auth.notification_matrix') }}">
-                                    <i class="bi bi-grid-3x3-gap-fill me-2"></i>Notification Matrix
-                                </a>
-                            </li>
-                            <li>
-                                <a class="dropdown-item {{ 'active' if request.endpoint and request.endpoint.startswith('broadcast.') }}"
-                                   href="{{ url_for('broadcast.index') }}">
-                                    <i class="bi bi-megaphone-fill me-2"></i>Broadcast
-                                </a>
-                            </li>
-                            <li>
-                                <a class="dropdown-item {{ 'active' if request.endpoint and request.endpoint.startswith('devices.') }}"
-                                   href="{{ url_for('devices.index') }}">
-                                    <i class="bi bi-tablet me-2"></i>Devices
-                                </a>
-                            </li>
-                            <li><hr class="dropdown-divider"></li>
-                            <li>
-                                <a class="dropdown-item {{ 'active' if request.endpoint and request.endpoint.startswith('tenant_settings.') }}"
-                                   href="{{ url_for('tenant_settings.branding') }}">
-                                    <i class="bi bi-gear me-2"></i>Workspace Settings
-                                </a>
-                            </li>
-                        </ul>
-                    </li>
-                    {% endif %}
-                </ul>
-                <ul class="navbar-nav align-items-center">
+   This file used to hold the entire page chrome. That markup now lives in
+   layouts/classic.html, unchanged.
 
-                    <!-- ── Notification Bell (desktop lg+ only) ── -->
-                    <li class="nav-item dropdown me-2 d-none d-xxl-block">
-                        <a class="nav-link position-relative notif-bell-wrapper"
-                           href="#"
-                           id="notifDropdown"
-                           role="button"
-                           data-bs-toggle="dropdown"
-                           aria-expanded="false"
-                           title="Notifications">
-                            <i class="bi bi-bell fs-5"></i>
-                            {% if unread_notification_count > 0 %}
-                            <span class="badge bg-danger notif-badge" id="notif-count-badge">
-                                {{ unread_notification_count if unread_notification_count <= 99 else '99+' }}
-                            </span>
-                            {% else %}
-                            <span class="badge bg-danger notif-badge d-none" id="notif-count-badge"></span>
-                            {% endif %}
-                        </a>
-                        <div class="dropdown-menu dropdown-menu-end notif-dropdown shadow"
-                             id="notif-dropdown-menu">
-                            <!-- Header -->
-                            <div class="d-flex justify-content-between align-items-center
-                                        px-3 py-2 border-bottom">
-                                <span class="fw-semibold" style="font-size:.9rem;">Notifications</span>
-                                <button class="btn btn-link btn-sm p-0 text-muted text-decoration-none"
-                                        id="mark-all-read-btn" style="font-size:.75rem;">
-                                    Mark all as read
-                                </button>
-                            </div>
-                            <!-- Items -->
-                            <div id="notif-list">
-                                <div class="notif-empty">Loading…</div>
-                            </div>
-                            <!-- Footer -->
-                            <div class="border-top d-flex justify-content-between px-3 py-2"
-                                 style="font-size:.8rem;">
-                                <a href="{{ url_for('notifications.index') }}"
-                                   class="text-decoration-none">
-                                    <i class="bi bi-list-ul me-1"></i>View all
-                                </a>
-                                <a href="{{ url_for('notifications.preferences') }}"
-                                   class="text-decoration-none text-muted">
-                                    <i class="bi bi-gear me-1"></i>Preferences
-                                </a>
-                            </div>
-                        </div>
-                    </li>
-                    <!-- ── End Notification Bell ── -->
+   Every page template still says {% extends "base.html" %} and needed ZERO
+   edits: Jinja resolves {% block %} overrides through the whole inheritance
+   chain, so one extra link in that chain is invisible to them.
 
-                    <!-- User menu -->
-                    <li class="nav-item dropdown">
-                        <a class="nav-link dropdown-toggle" href="#" id="navbarDropdown"
-                           role="button" data-bs-toggle="dropdown">
-                            <i class="bi bi-person-circle"></i> {{ current_user.username }}
-                        </a>
-                        <ul class="dropdown-menu dropdown-menu-end">
-                            <li>
-                                <a class="dropdown-item"
-                                   href="{{ url_for('auth.profile') }}">
-                                    <i class="bi bi-person-circle me-1"></i>My Profile
-                                </a>
-                            </li>
-                            <li><hr class="dropdown-divider"></li>
-                            <li>
-                                <a class="dropdown-item"
-                                   href="{{ url_for('notifications.preferences') }}">
-                                    <i class="bi bi-bell-slash me-1"></i>Notification Preferences
-                                </a>
-                            </li>
-                            <li><hr class="dropdown-divider"></li>
-                            <li>
-                                <a class="dropdown-item" href="{{ url_for('auth.logout') }}">
-                                    <i class="bi bi-box-arrow-right me-1"></i>Logout
-                                </a>
-                            </li>
-                        </ul>
-                    </li>
-                </ul>
-            </div>
-        </div>
-    </nav>
-    {% endif %}
-
-    <div class="container-fluid mt-4">
-        {% with messages = get_flashed_messages(with_categories=true) %}
-            {% if messages %}
-                {% for category, message in messages %}
-                <div class="alert alert-{{ category }} alert-dismissible fade show" role="alert">
-                    {{ message }}
-                    <button type="button" class="btn-close" data-bs-dismiss="alert"></button>
-                </div>
-                {% endfor %}
-            {% endif %}
-        {% endwith %}
-
-        {% include 'billing/_billing_banner.html' %}
-
-        {% block content %}{% endblock %}
-    </div>
-
-    <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
-    {% block extra_js %}{% endblock %}
-
-    {% if current_user.is_authenticated %}
-    <script>
-    (function () {
-        'use strict';
-
-        const FEED_URL       = '{{ url_for("notifications.feed") }}';
-        const MARK_READ_BASE = '/notifications/';
-        const MARK_ALL_URL   = '{{ url_for("notifications.mark_all_read") }}';
-        const CSRF_TOKEN     = '{{ csrf_token() }}';
-        const POLL_INTERVAL  = 60000;  // 60 seconds
-
-        // ── Element refs — desktop bell (lg+) and mobile/tablet bell (<lg) ──
-        const badgeDesktop  = document.getElementById('notif-count-badge');
-        const badgeMobile   = document.getElementById('notif-count-badge-mobile');
-        const listDesktop   = document.getElementById('notif-list');
-        const listMobile    = document.querySelector('.notif-list-mobile');
-
-        // ── Update both badge instances ────────────────────────────────────────
-        function updateBadge(count) {
-            [badgeDesktop, badgeMobile].forEach(function(badge) {
-                if (!badge) return;
-                if (count > 0) {
-                    badge.textContent = count > 99 ? '99+' : count;
-                    badge.classList.remove('d-none');
-                } else {
-                    badge.textContent = '';
-                    badge.classList.add('d-none');
-                }
-            });
-        }
-
-        // ── Render notification items into a given container ───────────────────
-        function renderInto(container, notifications) {
-            if (!container) return;
-            if (!notifications.length) {
-                container.innerHTML = '<div class="notif-empty">'
-                    + '<i class="bi bi-check2-circle me-1"></i>You\'re all caught up!</div>';
-                return;
-            }
-            container.innerHTML = notifications.map(function(n) {
-                return '<div class="d-block text-decoration-none text-dark notif-item px-3 py-2 border-bottom '
-                    + (n.is_read ? '' : 'unread') + '"'
-                    + ' data-notif-id="' + n.id + '"'
-                    + ' data-link="' + escapeAttr(n.link || '') + '">'
-                    + '<div class="notif-title">' + escapeHtml(n.title) + '</div>'
-                    + '<div class="notif-body">'  + escapeHtml(n.body)  + '</div>'
-                    + '<div class="notif-time">'  + escapeHtml(n.created_at) + '</div>'
-                    + '</div>';
-            }).join('');
-            container.querySelectorAll('.notif-item').forEach(function(el) {
-                el.addEventListener('click', function() {
-                    var id   = this.dataset.notifId;
-                    var link = this.dataset.link;
-                    markRead(id, function() {
-                        el.classList.remove('unread');
-                        if (link) window.location.href = link;
-                    });
-                });
-            });
-        }
-
-        function renderNotifications(notifications) {
-            renderInto(listDesktop, notifications);
-            renderInto(listMobile,  notifications);
-        }
-
-        function escapeHtml(str) {
-            if (!str) return '';
-            return str.replace(/&/g,'&amp;').replace(/</g,'&lt;')
-                      .replace(/>/g,'&gt;').replace(/"/g,'&quot;');
-        }
-        function escapeAttr(str) { return escapeHtml(str); }
-
-        // ── Fetch + update ─────────────────────────────────────────────────────
-        window.fetchNotifications = function fetchNotifications() {
-            fetch(FEED_URL, { credentials: 'same-origin' })
-                .then(function(r) { return r.json(); })
-                .then(function(data) {
-                    updateBadge(data.unread_count);
-                    window._jqcNotifications = data.notifications;
-                    var deskEl   = document.getElementById('notifDropdown');
-                    var mobileEl = document.getElementById('notifDropdownMobile');
-                    var deskOpen   = deskEl   && deskEl.getAttribute('aria-expanded')   === 'true';
-                    var mobileOpen = mobileEl && mobileEl.getAttribute('aria-expanded') === 'true';
-                    if (deskOpen || mobileOpen) {
-                        renderNotifications(data.notifications);
-                    }
-                })
-                .catch(function() {});
-        };
-
-        function markRead(id, callback) {
-            fetch(MARK_READ_BASE + id + '/mark-read', {
-                method: 'POST',
-                headers: { 'X-CSRFToken': CSRF_TOKEN, 'Content-Type': 'application/json' },
-                credentials: 'same-origin',
-            })
-            .then(function(r) { return r.json(); })
-            .then(function() { if (callback) callback(); fetchNotifications(); })
-            .catch(function() { if (callback) callback(); });
-        }
-
-        // ── Show dropdown → render cached data immediately ─────────────────────
-        ['notifDropdown', 'notifDropdownMobile'].forEach(function(id) {
-            var el = document.getElementById(id);
-            if (!el) return;
-            el.addEventListener('show.bs.dropdown', function() {
-                if (window._jqcNotifications) {
-                    renderNotifications(window._jqcNotifications);
-                } else {
-                    fetchNotifications();
-                }
-            });
-        });
-
-        // ── Mark all read — works from either bell ─────────────────────────────
-        document.querySelectorAll('#mark-all-read-btn, .mark-all-read-btn').forEach(function(btn) {
-            btn.addEventListener('click', function(e) {
-                e.stopPropagation();
-                fetch(MARK_ALL_URL, {
-                    method: 'POST',
-                    headers: {
-                        'X-CSRFToken': CSRF_TOKEN,
-                        'X-Requested-With': 'XMLHttpRequest',
-                    },
-                    credentials: 'same-origin',
-                })
-                .then(function(r) { return r.json(); })
-                .then(function() {
-                    updateBadge(0);
-                    document.querySelectorAll('.notif-item.unread').forEach(function(el) {
-                        el.classList.remove('unread');
-                    });
-                    if (window._jqcNotifications) {
-                        window._jqcNotifications.forEach(function(n) { n.is_read = true; });
-                    }
-                })
-                .catch(function() {});
-            });
-        });
-
-        fetchNotifications();
-        setInterval(fetchNotifications, POLL_INTERVAL);
-    })();
-    </script>
-    {% endif %}
-</body>
-</html>
+   `jqc_layout` is supplied by the inject_ui_theme() context processor in
+   app/__init__.py, driven by users.ui_theme ('classic' | 'modern') with
+   config DEFAULT_UI_THEME as the fallback for accounts that never chose.
+   ──────────────────────────────────────────────────────────────────────────── #}
+{% extends jqc_layout %}

app/templates/customers/index.html

@@ -5,7 +5,11 @@
 <div class="row mb-4 align-items-center">
   <div class="col">
     <h2><i class="bi bi-person-badge"></i> Customer Management</h2>
-    <p class="text-muted mb-0">Manage portal access for all customer accounts.</p>
+    <p class="text-muted mb-0">
+      Manage both customer-side roles — <strong>Customer Directors</strong>
+      (portal access) and <strong>Customer Inspectors</strong> (perform
+      inspections on their contracts).
+    </p>
   </div>
   <div class="col-auto d-flex gap-2">
     <a href="{{ url_for('customers.bulk_import') }}" class="btn btn-outline-success">
@@ -55,6 +59,7 @@
           <tr>
             <th>Username</th>
             <th>Full Name</th>
+            <th>Role</th>
             <th>Email</th>
             <th>Status</th>
             <th>Assigned Contracts</th>
@@ -65,7 +70,11 @@
         </thead>
         <tbody>
           {% for customer in customers %}
-          {% set assignments = assignment_map[customer.id] %}
+          {# Inspectors are scoped by InspectorAssignment, directors by
+             CustomerAssignment — read the map that matches the role. #}
+          {% set assignments = inspector_assignment_map[customer.id]
+                               if customer.is_inspector
+                               else assignment_map[customer.id] %}
           {% set facility_ids = scope_map[customer.id] %}
           <tr class="{{ 'table-secondary text-muted' if not customer.active else '' }}">
             <td>
@@ -77,6 +86,11 @@
               </strong>
             </td>
             <td>{{ customer.full_name or '—' }}</td>
+            <td>
+              <span class="badge {{ 'bg-info text-dark' if customer.is_inspector else 'bg-primary' }}">
+                {{ customer.role_label }}
+              </span>
+            </td>
             <td class="small text-muted">{{ customer.email }}</td>
             <td>
               {% if customer.active %}
@@ -136,6 +150,8 @@
 <div class="mt-3 text-muted small">
   {{ customers|length }} customer account{{ 's' if customers|length != 1 else '' }} total
   · {{ customers|selectattr('active')|list|length }} active
+  · {{ customers|rejectattr('is_inspector')|list|length }} director{{ 's' if customers|rejectattr('is_inspector')|list|length != 1 else '' }}
+  · {{ customers|selectattr('is_inspector')|list|length }} inspector{{ 's' if customers|selectattr('is_inspector')|list|length != 1 else '' }}
 </div>
 
 {% else %}

app/templates/customers/invite.html

@@ -31,7 +31,7 @@
             {% endfor %}
           </div>
 
-          <div class="mb-4">
+          <div class="mb-3">
             {{ form.email.label(class="form-label fw-semibold") }}
             {{ form.email(class="form-control" + (" is-invalid" if form.email.errors else ""),
                           placeholder="jane@example.com") }}
@@ -44,6 +44,21 @@
             </div>
           </div>
 
+          <div class="mb-4">
+            {{ form.role.label(class="form-label fw-semibold") }}
+            {{ form.role(class="form-select" + (" is-invalid" if form.role.errors else "")) }}
+            {% for error in form.role.errors %}
+            <div class="invalid-feedback">{{ error }}</div>
+            {% endfor %}
+            <div class="form-text">
+              A <strong>Director</strong> gets portal access to their facilities'
+              inspections, issues and reports. An <strong>Inspector</strong>
+              performs inspections and manages issues on the contracts you assign
+              them — the same tools as our own inspectors, limited to their
+              contracts. You can switch an account between the two later.
+            </div>
+          </div>
+
           <div class="d-flex gap-2">
             <button type="submit" class="btn btn-primary">
               <i class="bi bi-send me-1"></i>Create &amp; Send Invitation

app/templates/customers/manage.html

@@ -6,6 +6,9 @@
   <div class="col">
     <h2>
       <i class="bi bi-person-badge"></i> {{ customer.display_name }}
+      <span class="badge {{ 'bg-info text-dark' if customer.is_inspector else 'bg-primary' }} ms-2 fs-6">
+        {{ customer.role_label }}
+      </span>
       {% if not customer.active %}
       <span class="badge bg-secondary ms-2 fs-6">Disabled</span>
       {% else %}
@@ -19,6 +22,20 @@
        class="btn btn-outline-secondary btn-sm">
       <i class="bi bi-pencil"></i> Edit Account
     </a>
+
+    {# ── Switch role (admin only) ── #}
+    {% if current_user.role == 'admin' %}
+    {% set to_label = 'Customer Director' if customer.is_inspector else 'Customer Inspector' %}
+    <form method="POST"
+          action="{{ url_for('customers.switch_role', customer_id=customer.id) }}">
+      <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+      <button type="submit" class="btn btn-sm btn-outline-info"
+              title="Change what this account can do"
+              onclick="return confirm('Switch {{ customer.display_name }} from {{ customer.role_label }} to {{ to_label }}?\n\nTheir contracts are carried across.{% if not customer.is_inspector %}\n\nFacility-level limits do not exist for inspectors — an account limited to specific facilities will gain the whole contract.{% endif %}\n\nAny signed-in device will be logged out.')">
+        <i class="bi bi-arrow-left-right me-1"></i> Switch to {{ to_label }}
+      </button>
+    </form>
+    {% endif %}
     <form method="POST"
           action="{{ url_for('customers.toggle_active', customer_id=customer.id) }}">
       <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
@@ -48,6 +65,19 @@
         <dl class="row mb-0 small">
           <dt class="col-5 text-muted">Full Name</dt>
           <dd class="col-7">{{ customer.full_name or '—' }}</dd>
+          <dt class="col-5 text-muted">Role</dt>
+          <dd class="col-7">
+            <span class="badge {{ 'bg-info text-dark' if customer.is_inspector else 'bg-primary' }}">
+              {{ customer.role_label }}
+            </span>
+            <div class="text-muted" style="font-size:.72rem;">
+              {% if customer.is_inspector %}
+              Performs inspections and manages issues on their assigned contracts.
+              {% else %}
+              Portal access to their facilities' inspections, issues and reports.
+              {% endif %}
+            </div>
+          </dd>
           <dt class="col-5 text-muted">Username</dt>
           <dd class="col-7">{{ customer.username }}</dd>
           <dt class="col-5 text-muted">Email</dt>
@@ -69,7 +99,7 @@
           <dt class="col-5 text-muted">Created</dt>
           <dd class="col-7">{{ customer.created_at.strftime('%Y-%m-%d') }}</dd>
           <dt class="col-5 text-muted">Assignments</dt>
-          <dd class="col-7">{{ assignments|length }}</dd>
+          <dd class="col-7">{{ assigned_pids|length if customer.is_inspector else assignments|length }}</dd>
           <dt class="col-5 text-muted">Facilities</dt>
           <dd class="col-7">{{ facilities|length }}</dd>
         </dl>
@@ -120,6 +150,58 @@
   {# ── Right column: assignments ── #}
   <div class="col-md-8">
 
+  {% if customer.is_inspector %}
+    {# ══ Customer Inspector — whole contracts, no facility-level narrowing ══
+       Scoped by InspectorAssignment, the same rows an internal inspector uses.
+       Posts the COMPLETE checked set; unchecked contracts are removed. ══ #}
+    <div class="card shadow-sm mb-4">
+      <div class="card-header bg-light fw-semibold d-flex justify-content-between align-items-center">
+        <span><i class="bi bi-diagram-3 me-1"></i> Contract Assignments</span>
+        <span class="badge bg-secondary rounded-pill" id="assignedCount">
+          {{ assigned_pids|length }} assigned
+        </span>
+      </div>
+      <div class="card-body">
+        <p class="text-muted small">
+          A Customer Inspector sees only the contracts ticked here — with none
+          ticked they see nothing at all. Inspectors are assigned whole
+          contracts; there is no per-facility option for this role.
+        </p>
+
+        <form method="POST"
+              action="{{ url_for('customers.assign_contracts', customer_id=customer.id) }}">
+          <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+
+          <div class="mb-2">
+            <button type="button" class="btn btn-sm btn-outline-secondary" id="selectAll">Select all</button>
+            <button type="button" class="btn btn-sm btn-outline-secondary" id="deselectAll">Deselect all</button>
+          </div>
+
+          {% if projects %}
+          <div class="list-group list-group-flush mb-3"
+               style="max-height:340px;overflow-y:auto;">
+            {% for p in projects %}
+            <label class="list-group-item d-flex align-items-center gap-2 py-2">
+              <input class="form-check-input m-0 contract-check" type="checkbox"
+                     name="project_ids" value="{{ p.id }}"
+                     {% if p.id in assigned_pids %}checked{% endif %}>
+              <span class="small">{{ p.name }}</span>
+            </label>
+            {% endfor %}
+          </div>
+          <button type="submit" class="btn btn-primary btn-sm">
+            <i class="bi bi-check2 me-1"></i> Save Contract Assignments
+          </button>
+          {% else %}
+          <p class="text-muted small mb-0">No active contracts exist yet.</p>
+          {% endif %}
+        </form>
+      </div>
+    </div>
+
+  {% else %}
+    {# ══ Customer Director — contract or single-facility assignments ══ #}
+
     {# ── Current assignments table ── #}
     <div class="card shadow-sm mb-4">
       <div class="card-header bg-light fw-semibold d-flex justify-content-between align-items-center">
@@ -213,6 +295,116 @@
         </form>
       </div>
     </div>
+  {% endif %}
+
+    {# ── Per-account notification matrix ─────────────────────────────────
+       Overrides the global Notification Matrix for THIS account only.
+       "Inherit" is the default and means "follow the global column", so it
+       keeps tracking future changes there — it is not a snapshot. #}
+    <div class="card shadow-sm mt-4">
+      <div class="card-header bg-light fw-semibold">
+        <i class="bi bi-bell me-1"></i> Notifications for this account
+      </div>
+      <div class="card-body">
+        <p class="text-muted small">
+          Each customer's enrollment form says which notifications their people
+          want, so these can differ per person. <strong>Inherit</strong> follows
+          the global Notification Matrix for
+          {{ customer.role_label }}s — including any later change to it. Choose
+          On or Off only where this account should differ.
+        </p>
+
+        <form method="POST"
+              action="{{ url_for('customers.save_notifications', customer_id=customer.id) }}">
+          <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+
+          <style>
+            /* The whole cell is the control. Padding (not min-height on the
+               input) gives the touch target, so the native radio keeps its
+               own box — see the note in ipad_responsive.css. */
+            .matrix-opt {
+              display: block;
+              padding: .55rem .25rem;
+              margin: 0;
+              cursor: pointer;
+              text-align: center;
+            }
+            .matrix-opt:hover { background: rgba(13,110,253,.06); }
+            .matrix-opt input { cursor: pointer; }
+            .matrix-opt-sub {
+              display: block;
+              font-size: .62rem;
+              color: #6c757d;
+              margin-top: 2px;
+            }
+          </style>
+
+          <div class="d-flex flex-wrap align-items-center gap-2 mb-2">
+            <span class="small text-muted">Set every row:</span>
+            <button type="button" class="btn btn-sm btn-outline-secondary" data-matrix-all="inherit">Inherit</button>
+            <button type="button" class="btn btn-sm btn-outline-success"   data-matrix-all="on">On</button>
+            <button type="button" class="btn btn-sm btn-outline-danger"    data-matrix-all="off">Off</button>
+          </div>
+
+          <div class="table-responsive">
+            <table class="table table-sm align-middle mb-3">
+              <thead class="table-light">
+                <tr>
+                  <th>Event</th>
+                  <th class="text-center" style="width:110px;">Inherit</th>
+                  <th class="text-center" style="width:70px;">On</th>
+                  <th class="text-center" style="width:70px;">Off</th>
+                </tr>
+              </thead>
+              <tbody>
+                {% for row in matrix_rows %}
+                <tr>
+                  <td class="small">
+                    {{ row.label }}
+                    {% if row.override is not none %}
+                    <span class="badge bg-warning text-dark ms-1" style="font-size:.6rem;">custom</span>
+                    {% endif %}
+                  </td>
+                  {# Each option is a <label> filling its whole cell, so the
+                     click target is the cell rather than the ~16px glyph. A
+                     bare <input> in a centred <td> was effectively unclickable
+                     at touch/narrow widths. #}
+                  <td class="p-0">
+                    <label class="matrix-opt" title="Follow the global matrix">
+                      <input class="form-check-input" type="radio"
+                             name="event_{{ row.event }}" value="inherit"
+                             {% if row.override is none %}checked{% endif %}>
+                      <span class="matrix-opt-sub">
+                        currently {{ 'on' if row.global else 'off' }}
+                      </span>
+                    </label>
+                  </td>
+                  <td class="p-0">
+                    <label class="matrix-opt" title="Always send this to this account">
+                      <input class="form-check-input" type="radio"
+                             name="event_{{ row.event }}" value="on"
+                             {% if row.override is true %}checked{% endif %}>
+                    </label>
+                  </td>
+                  <td class="p-0">
+                    <label class="matrix-opt" title="Never send this to this account">
+                      <input class="form-check-input" type="radio"
+                             name="event_{{ row.event }}" value="off"
+                             {% if row.override is false %}checked{% endif %}>
+                    </label>
+                  </td>
+                </tr>
+                {% endfor %}
+              </tbody>
+            </table>
+          </div>
+
+          <button type="submit" class="btn btn-primary btn-sm">
+            <i class="bi bi-check2 me-1"></i> Save Notification Settings
+          </button>
+        </form>
+      </div>
+    </div>
 
   </div>
 </div>
@@ -223,8 +415,41 @@
 (function () {
   'use strict';
 
+  // ── Customer Inspector: contract checkbox helpers ──
+  const checks = document.querySelectorAll('.contract-check');
+  const countBadge = document.getElementById('assignedCount');
+
+  function refreshCount() {
+    if (!countBadge) return;
+    const n = document.querySelectorAll('.contract-check:checked').length;
+    countBadge.textContent = n + ' assigned';
+  }
+  function setAll(state) {
+    checks.forEach(function (c) { c.checked = state; });
+    refreshCount();
+  }
+  const selectAll   = document.getElementById('selectAll');
+  const deselectAll = document.getElementById('deselectAll');
+  if (selectAll)   selectAll.addEventListener('click',   function () { setAll(true); });
+  if (deselectAll) deselectAll.addEventListener('click', function () { setAll(false); });
+  checks.forEach(function (c) { c.addEventListener('change', refreshCount); });
+
+  // ── Notification matrix: set every row at once ──
+  document.querySelectorAll('[data-matrix-all]').forEach(function (btn) {
+    btn.addEventListener('click', function () {
+      var want = btn.getAttribute('data-matrix-all');
+      document.querySelectorAll('.matrix-opt input[type=radio]').forEach(function (r) {
+        if (r.value === want) { r.checked = true; }
+      });
+    });
+  });
+
+  // ── Customer Director: contract → facility cascade ──
+  // Both selects are absent on the inspector view, so bail out rather than
+  // throwing on addEventListener of null (which would kill the handlers above).
   const projSelect = document.getElementById('proj-select');
   const facSelect  = document.getElementById('fac-select');
+  if (!projSelect || !facSelect) return;
 
   projSelect.addEventListener('change', function () {
     const projectId = this.value;

app/templates/dashboard.html

@@ -5,12 +5,60 @@
 <div class="row mb-3 align-items-center">
   <div class="col">
     <h2 class="mb-0">Welcome, {{ current_user.display_name }}!</h2>
-    <span class="badge bg-{% if current_user.role == 'admin' %}danger{% elif current_user.role == 'director' %}warning{% elif current_user.role == 'project_manager' %}primary{% elif current_user.role == 'customer' %}success{% else %}info{% endif %} mt-1">
+    <span class="badge bg-{% if current_user.role == 'admin' %}danger{% elif current_user.role == 'director' %}warning{% elif current_user.role == 'project_manager' %}primary{% elif current_user.role == 'auditor' %}secondary{% elif current_user.role == 'customer' %}success{% else %}info{% endif %} mt-1">
       {{ current_user.role.replace('_',' ')|title }}
     </span>
   </div>
 </div>
 
+{# ── Scheduled Inspections (phase43) — plan-mode, staff only ─────────────── #}
+{% if current_user.role != 'customer' and (sched_upcoming or sched_overdue_count) %}
+<div class="card shadow-sm mb-4 border-0" style="border-left:4px solid #6366f1 !important;">
+  <div class="card-body">
+    <div class="d-flex justify-content-between align-items-center mb-2">
+      <span class="fw-bold"><i class="bi bi-calendar-check text-primary"></i> Scheduled Inspections</span>
+      <a href="{{ url_for('inspection_schedules.index') }}" class="btn btn-sm btn-outline-primary">View all</a>
+    </div>
+    {% if sched_overdue_count %}
+    <div class="alert alert-danger py-2 mb-2">
+      <i class="bi bi-alarm-fill"></i>
+      <strong>{{ sched_overdue_count }}</strong> scheduled inspection{{ 's' if sched_overdue_count != 1 }}
+      {{ 'are' if sched_overdue_count != 1 else 'is' }} <strong>overdue</strong>.
+    </div>
+    {% endif %}
+    {% if sched_upcoming %}
+    <div class="table-responsive">
+      <table class="table table-sm table-hover mb-0 align-middle">
+        <thead class="table-light">
+          <tr><th>Schedule</th><th>Facility</th><th>Template</th><th>Inspector</th><th>Due</th><th></th></tr>
+        </thead>
+        <tbody>
+          {% for s in sched_upcoming %}
+          <tr>
+            <td class="fw-semibold">{{ s.name }}</td>
+            <td>{{ s.facility.name if s.facility else '—' }}</td>
+            <td class="small">{{ s.template.name if s.template else '—' }}</td>
+            <td class="small">{{ s.inspector.display_name if s.inspector else '—' }}</td>
+            <td class="small">{{ s.next_run_at.strftime('%b %d') if s.next_run_at else '—' }}</td>
+            <td class="text-end">
+              {% if current_user.role in ['admin','director','project_manager','auditor']
+                    or (current_user.role == 'inspector' and s.inspector_id == current_user.id) %}
+              <a href="{{ url_for('inspection_schedules.start', schedule_id=s.id) }}"
+                 class="btn btn-sm btn-success py-0"><i class="bi bi-play-fill"></i> Start</a>
+              {% endif %}
+            </td>
+          </tr>
+          {% endfor %}
+        </tbody>
+      </table>
+    </div>
+    {% else %}
+    <p class="text-muted small mb-0">No inspections due in the next 7 days.</p>
+    {% endif %}
+  </div>
+</div>
+{% endif %}
+
 {# ── Inspections section ─────────────────────────────────────────────────── #}
 <div class="d-flex align-items-center gap-2 mb-3">
   <i class="bi bi-clipboard-data-fill text-primary"></i>

app/templates/facilities/area_qr.html

@@ -0,0 +1,81 @@
+<!doctype html>
+<html lang="en">
+<head>
+  <meta charset="utf-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1">
+  <title>QR Code — {{ area.name }}</title>
+  <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/css/bootstrap.min.css" rel="stylesheet">
+  <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.0/font/bootstrap-icons.css">
+  <style>
+    body { background:#f1f5f9; }
+    .qr-card { max-width:420px; margin:2rem auto; background:#fff; border-radius:.75rem;
+               box-shadow:0 1px 3px rgba(0,0,0,.12); padding:2rem; text-align:center; }
+    .qr-box svg { width:260px; height:260px; }
+    .scan-url { word-break:break-all; font-size:.72rem; color:#94a3b8; }
+    @media print {
+      body { background:#fff; }
+      .no-print { display:none !important; }
+      .qr-card { box-shadow:none; margin:0 auto; }
+    }
+  </style>
+</head>
+<body>
+
+<div class="text-center mt-3 no-print">
+  <a href="{{ url_for('facilities.view_facility', facility_id=facility.id) }}"
+     class="btn btn-outline-secondary btn-sm">
+    <i class="bi bi-arrow-left"></i> Back to Facility
+  </a>
+  <button onclick="window.print()" class="btn btn-primary btn-sm">
+    <i class="bi bi-printer"></i> Print
+  </button>
+  <a href="{{ url_for('facilities.qr_print_all', facility_id=facility.id, include_areas=1) }}"
+     class="btn btn-outline-primary btn-sm">
+    <i class="bi bi-grid-3x3-gap"></i> Print All Codes
+  </a>
+</div>
+
+{% with messages = get_flashed_messages(with_categories=true) %}
+  {% for category, message in messages %}
+  <div class="alert alert-{{ 'success' if category == 'success' else 'warning' }} mx-auto mt-3 no-print" style="max-width:420px;">
+    {{ message }}
+  </div>
+  {% endfor %}
+{% endwith %}
+
+<div class="qr-card">
+  <div class="text-muted text-uppercase small" style="letter-spacing:.08em;">Area</div>
+  <h4 class="mb-0">{{ area.name }}</h4>
+  <div class="text-muted small">{{ facility.name }}</div>
+  {% if area.area_type %}<div class="text-muted small mb-2">{{ area.area_type }}</div>{% endif %}
+
+  <div class="qr-box my-3">{{ svg | safe }}</div>
+
+  <div class="fw-semibold mb-1">
+    <i class="bi bi-phone"></i> Scan to report a problem in this area
+  </div>
+  <div class="text-muted small mb-2">
+    Recent scores, open issues, and quality trend for {{ area.name }}.
+  </div>
+  <div class="scan-url">{{ scan_url }}</div>
+</div>
+
+<p class="text-center text-muted small no-print">
+  Tip: post this inside the area itself (e.g. on the restroom door), not at the building entrance.
+</p>
+
+{% if current_user.role in ['admin', 'director', 'customer'] %}
+<div class="text-center mb-4 no-print">
+  <form method="POST" action="{{ url_for('facilities.regenerate_area_qr', area_id=area.id) }}"
+        onsubmit="return confirm('Regenerate this QR code? Every previously printed poster for {{ area.name }} will stop working.');">
+    <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+    <button type="submit" class="btn btn-outline-danger btn-sm">
+      <i class="bi bi-arrow-repeat"></i> Regenerate QR Code
+    </button>
+    <div class="form-text">Use this if a printed poster leaked or was posted somewhere it shouldn't be.</div>
+  </form>
+</div>
+{% endif %}
+
+</body>
+</html>

app/templates/facilities/list.html

@@ -8,9 +8,10 @@
         <h2><i class="bi bi-building"></i> Facilities</h2>
     </div>
     <div class="col-md-6 text-end">
-        {% if current_user.role in ['admin', 'director', 'project_manager'] %}
-        <a href="{{ url_for('facilities.qr_sheet') }}" class="btn btn-outline-secondary">
-            <i class="bi bi-qr-code"></i> Print QR Codes
+        {% if current_user.role != 'inspector' %}
+        <a href="{{ url_for('facilities.qr_print_all') }}"
+           class="btn btn-outline-dark" title="Printable sheet of your facilities' QR codes">
+            <i class="bi bi-qr-code"></i> Print All QR Codes
         </a>
         {% endif %}
         {% if current_user.role in ['admin', 'director'] %}
@@ -43,7 +44,7 @@
         {% endif %}
       </button>
       <span class="badge bg-secondary ms-2">{{ group.facilities|length }}</span>
-      {% if group.project and current_user.role in ['admin', 'director', 'project_manager'] %}
+      {% if group.project and current_user.role in ['admin', 'director', 'project_manager', 'auditor'] %}
       <a href="{{ url_for('projects.view', project_id=group.project.id) }}"
          class="btn btn-sm btn-outline-secondary ms-2"
          title="View Contract">

app/templates/facilities/qr_print_all.html

@@ -0,0 +1,182 @@
+{% extends "base.html" %}
+{% block title %}Print QR Codes{% endblock %}
+
+{% block content %}
+<style>
+    .qr-grid { display: grid; grid-template-columns: repeat(2, 1fr); gap: 16px; }
+    .qr-item { position: relative; break-inside: avoid; page-break-inside: avoid;
+               text-align: center; cursor: pointer; }
+    .qr-item img { width: 220px; height: 220px; max-width: 100%; }
+    .qr-item.qr-selected { outline: 3px solid #2563eb; outline-offset: -1px; }
+    .qr-check { position: absolute; top: 10px; left: 10px; }
+    .qr-check .form-check-input { width: 1.25rem; height: 1.25rem; }
+    .qr-kind { font-size: .68rem; letter-spacing: .08em; }
+    @media print {
+        .no-print { display: none !important; }
+        .navbar, nav, footer { display: none !important; }
+        .qr-item { border: 1px dashed #bbb !important; cursor: default; }
+        .qr-item.qr-selected { outline: none !important; }
+        .qr-grid { gap: 8px; }
+        /* When printing a selection, hide the unselected cards. */
+        body.print-selected-only .qr-item:not(.qr-selected) { display: none !important; }
+    }
+</style>
+
+<div class="d-flex justify-content-between align-items-center mb-3 no-print">
+    <div>
+        <h2 class="h4 mb-0"><i class="bi bi-qr-code"></i> QR Codes</h2>
+        <div class="text-muted small">
+            {% if selected_contract %}Contract: {{ selected_contract.name }} — {% endif %}
+            {{ facilities|length }} facilit{{ 'y' if facilities|length == 1 else 'ies' }}
+            {% if include_areas %}(with areas){% endif %}
+        </div>
+    </div>
+    <a href="{{ url_for('facilities.list_facilities') }}" class="btn btn-outline-secondary btn-sm">
+        <i class="bi bi-arrow-left"></i> Back
+    </a>
+</div>
+
+{# ── Filter bar (GET reload) ─────────────────────────────────────────────── #}
+<form method="get" id="filterForm" class="card card-body mb-3 no-print">
+    <div class="row g-2 align-items-end">
+        <div class="col-md-4">
+            <label class="form-label small fw-semibold mb-1">Contract</label>
+            <select name="contract_id" class="form-select form-select-sm"
+                    onchange="document.getElementById('facilitySelect').value=''; this.form.submit();">
+                <option value="">All Contracts</option>
+                {% for c in contracts %}
+                <option value="{{ c.id }}" {{ 'selected' if selected_contract_id == c.id }}>{{ c.name }}</option>
+                {% endfor %}
+            </select>
+        </div>
+        <div class="col-md-4">
+            <label class="form-label small fw-semibold mb-1">Facility</label>
+            <select name="facility_id" id="facilitySelect" class="form-select form-select-sm">
+                <option value="">All Facilities</option>
+                {% for f in facility_options %}
+                <option value="{{ f.id }}" {{ 'selected' if selected_facility_id == f.id }}>{{ f.name }}</option>
+                {% endfor %}
+            </select>
+        </div>
+        <div class="col-md-2">
+            <div class="form-check">
+                <input class="form-check-input" type="checkbox" name="include_areas" value="1"
+                       id="includeAreas" {{ 'checked' if include_areas }}>
+                <label class="form-check-label small" for="includeAreas">Include area QR codes</label>
+            </div>
+        </div>
+        <div class="col-md-2">
+            <button type="submit" class="btn btn-primary btn-sm w-100">
+                <i class="bi bi-funnel"></i> Apply
+            </button>
+        </div>
+    </div>
+</form>
+
+{# ── Selection toolbar + export form ─────────────────────────────────────── #}
+<form method="post" action="{{ url_for('facilities.qr_export_pdf') }}" id="qrForm">
+    <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+
+    <div class="d-flex align-items-center gap-2 mb-3 no-print flex-wrap">
+        <button type="button" class="btn btn-outline-secondary btn-sm" onclick="selectAllQr(true)">Select All</button>
+        <button type="button" class="btn btn-outline-secondary btn-sm" onclick="selectAllQr(false)">Clear</button>
+        <span class="text-muted small" id="selCount">0 selected</span>
+        <div class="ms-auto d-flex gap-2">
+            <button type="button" class="btn btn-primary btn-sm" onclick="printSelected()">
+                <i class="bi bi-printer"></i> Print Selected
+            </button>
+            <button type="submit" class="btn btn-danger btn-sm">
+                <i class="bi bi-file-earmark-pdf"></i> Export Selected to PDF
+            </button>
+        </div>
+    </div>
+
+    {% if facilities %}
+    <div class="qr-grid">
+        {% for f in facilities %}
+        {# Facility QR card #}
+        <label class="qr-item card shadow-sm p-3 mb-0">
+            <div class="qr-check no-print">
+                <input type="checkbox" class="form-check-input qr-cb" name="facility_ids" value="{{ f.id }}">
+            </div>
+            <div class="text-muted text-uppercase qr-kind">Facility</div>
+            <div class="fw-bold">{{ f.name }}</div>
+            {% if f.project %}
+            <div class="text-muted small mb-1">{{ f.project.name }}</div>
+            {% endif %}
+            <div>
+                <img src="{{ url_for('facilities.facility_qr_png', facility_id=f.id) }}"
+                     alt="QR code for {{ f.name }}" loading="lazy">
+            </div>
+            <div class="small">Report a problem &amp; view recent quality</div>
+        </label>
+
+        {% if include_areas %}
+            {% for a in areas_by_facility.get(f.id, []) %}
+            {# Area QR card #}
+            <label class="qr-item card shadow-sm p-3 mb-0">
+                <div class="qr-check no-print">
+                    <input type="checkbox" class="form-check-input qr-cb" name="area_ids" value="{{ a.id }}">
+                </div>
+                <div class="text-muted text-uppercase qr-kind">Area</div>
+                <div class="fw-bold">{{ a.name }}</div>
+                <div class="text-muted small mb-1">{{ f.name }}</div>
+                <div>
+                    <img src="{{ url_for('facilities.area_qr_png', area_id=a.id) }}"
+                         alt="QR code for {{ a.name }}" loading="lazy">
+                </div>
+                <div class="small">Report a problem &amp; view recent quality</div>
+            </label>
+            {% endfor %}
+        {% endif %}
+        {% endfor %}
+    </div>
+    {% else %}
+    <div class="alert alert-info">No facilities match the selected filters.</div>
+    {% endif %}
+</form>
+
+<p class="text-muted small mt-3 no-print">
+    Tip: tick the codes you want, then <strong>Print Selected</strong> or
+    <strong>Export Selected to PDF</strong>. With nothing ticked, Print Selected prints them all.
+</p>
+
+<script>
+(function () {
+    'use strict';
+
+    function checkboxes() { return document.querySelectorAll('.qr-cb'); }
+
+    function updateCount() {
+        var n = document.querySelectorAll('.qr-cb:checked').length;
+        document.getElementById('selCount').textContent = n + ' selected';
+    }
+
+    function syncCard(cb) {
+        var card = cb.closest('.qr-item');
+        if (card) { card.classList.toggle('qr-selected', cb.checked); }
+    }
+
+    window.selectAllQr = function (state) {
+        checkboxes().forEach(function (cb) { cb.checked = state; syncCard(cb); });
+        updateCount();
+    };
+
+    window.printSelected = function () {
+        var anySelected = document.querySelectorAll('.qr-cb:checked').length > 0;
+        if (anySelected) { document.body.classList.add('print-selected-only'); }
+        window.print();
+        setTimeout(function () {
+            document.body.classList.remove('print-selected-only');
+        }, 500);
+    };
+
+    // Toggling a checkbox inside its <label> card also fires on the label click.
+    checkboxes().forEach(function (cb) {
+        cb.addEventListener('change', function () { syncCard(cb); updateCount(); });
+    });
+
+    updateCount();
+}());
+</script>
+{% endblock %}

app/templates/facilities/view.html

@@ -11,17 +11,21 @@
         <a href="{{ url_for('facilities.list_facilities') }}" class="btn btn-outline-secondary">
             <i class="bi bi-arrow-left"></i> Back to Facilities
         </a>
-        {% if current_user.role in ['admin', 'director', 'project_manager', 'customer'] %}
+        {% if current_user.role in ['admin', 'director', 'project_manager', 'customer', 'auditor'] %}
         <a href="{{ url_for('reports.facility_report', facility_id=facility.id) }}"
            class="btn btn-outline-info">
           <i class="bi bi-graph-up-arrow"></i> Scorecard
         </a>
         {% endif %}
-        {% if current_user.role in ['admin', 'director', 'project_manager'] %}
+        {% if current_user.role != 'inspector' %}
         <a href="{{ url_for('facilities.qr_card', facility_id=facility.id) }}"
            class="btn btn-outline-secondary">
           <i class="bi bi-qr-code"></i> QR Code
         </a>
+        <a href="{{ url_for('facilities.qr_print_all', facility_id=facility.id, include_areas=1) }}"
+           class="btn btn-outline-secondary" title="Print or export this facility's codes, including every area">
+          <i class="bi bi-grid-3x3-gap"></i> All Codes
+        </a>
         {% endif %}
         {% if current_user.role in ['admin', 'director'] %}
         <a href="{{ url_for('facilities.edit_facility', facility_id=facility.id) }}" class="btn btn-outline-primary">
@@ -135,6 +139,12 @@
                         </td>
                         <td>{{ area.inspections.count() }}</td>
                         <td>
+                            {% if current_user.role != 'inspector' %}
+                            <a href="{{ url_for('facilities.area_qr_card', area_id=area.id) }}"
+                               class="btn btn-sm btn-outline-secondary" title="Printable QR code for this area">
+                                <i class="bi bi-qr-code"></i>
+                            </a>
+                            {% endif %}
                             {% if current_user.role in ['admin', 'director'] %}
                             <a href="{{ url_for('facilities.edit_area', area_id=area.id) }}" class="btn btn-sm btn-outline-primary">
                                 <i class="bi bi-pencil"></i>

app/templates/facility_qr/_report_form.html

@@ -0,0 +1,77 @@
+{# ── Public "report a problem" form (phase42) ───────────────────────────────
+   Shared by the facility scan page and the area scan page. Caller passes:
+     action  — the POST endpoint URL
+     form    — a PublicIssueReportForm instance
+   Photos: up to 5, first becomes the issue's primary photo. Honeypot field
+   `website` is off-screen: humans never see it, bots fill it.
+#}
+<div class="card shadow-sm mb-3">
+  <div class="card-header bg-white fw-semibold py-2">
+    <i class="bi bi-megaphone text-danger"></i> Report a Problem
+  </div>
+  <div class="card-body">
+    <p class="text-muted small mb-3">
+      See something that needs attention? Let our team know and we'll take care of it.
+    </p>
+
+    {% if form.errors %}
+    <div class="alert alert-danger py-2 small">
+      <strong>Please check the form:</strong>
+      <ul class="mb-0 ps-3">
+        {% for field, errs in form.errors.items() %}
+          {% for e in errs %}<li>{{ e }}</li>{% endfor %}
+        {% endfor %}
+      </ul>
+    </div>
+    {% endif %}
+
+    <form method="POST" action="{{ action }}" enctype="multipart/form-data">
+      <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+      {# Honeypot — invisible to humans, filled by bots #}
+      <div style="position:absolute;left:-9999px;top:-9999px;" aria-hidden="true">
+        {{ form.website(tabindex="-1", autocomplete="off") }}
+      </div>
+
+      <div class="mb-3">
+        <label class="form-label small fw-semibold">
+          What did you observe? <span class="text-danger">*</span>
+        </label>
+        {{ form.description(class="form-control form-control-sm", rows=3,
+                            maxlength=2000,
+                            placeholder="Describe the issue (e.g. restroom out of paper towels, spill in lobby…)") }}
+      </div>
+
+      <div class="mb-3">
+        <label class="form-label small fw-semibold">Urgency</label>
+        {{ form.severity(class="form-select form-select-sm") }}
+      </div>
+
+      <div class="mb-3">
+        <label class="form-label small fw-semibold">{{ area_label_prompt or 'Where in the building?' }}</label>
+        {{ form.area_label(class="form-control form-control-sm",
+                           placeholder="e.g. 2nd floor men's restroom") }}
+      </div>
+
+      <div class="mb-3">
+        <label class="form-label small fw-semibold">Add photos (optional, up to 5)</label>
+        {{ form.photos(class="form-control form-control-sm", accept="image/*") }}
+        <div class="form-text small">A photo helps our team find and fix it faster.</div>
+      </div>
+
+      <div class="row g-2 mb-3">
+        <div class="col-6">
+          <label class="form-label small fw-semibold">Your name (optional)</label>
+          {{ form.reporter_name(class="form-control form-control-sm") }}
+        </div>
+        <div class="col-6">
+          <label class="form-label small fw-semibold">Email or phone (optional)</label>
+          {{ form.reporter_contact(class="form-control form-control-sm") }}
+        </div>
+      </div>
+
+      <button type="submit" class="btn btn-danger btn-sm w-100">
+        <i class="bi bi-send me-1"></i> Submit Report
+      </button>
+    </form>
+  </div>
+</div>

app/templates/facility_qr/area.html

@@ -0,0 +1,196 @@
+<!doctype html>
+<html lang="en">
+<head>
+  <meta charset="utf-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1">
+  <meta name="robots" content="noindex, nofollow">
+  <title>{{ area.name }} — {{ facility.name }}</title>
+  <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/css/bootstrap.min.css" rel="stylesheet">
+  <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.0/font/bootstrap-icons.css">
+  <style>
+    body { background:#f1f5f9; color:#1f2937; }
+    .fq-wrap { max-width:640px; margin:2rem auto; padding:0 1rem; }
+    .stat-tile { background:#fff; border-radius:.5rem; padding:.9rem .5rem; text-align:center;
+                 box-shadow:0 1px 2px rgba(0,0,0,.06); height:100%; }
+    .stat-tile .val { font-size:1.6rem; font-weight:700; line-height:1.2; }
+    .stat-tile .lbl { font-size:.72rem; color:#64748b; text-transform:uppercase;
+                      letter-spacing:.03em; margin-top:.15rem; }
+    .sev-critical{background:#dc2626}.sev-high{background:#ea580c}
+    .sev-medium{background:#d97706}.sev-low{background:#64748b}
+    .trend-up   { color:#15803d; }
+    .trend-down { color:#dc2626; }
+    .trend-flat { color:#64748b; }
+    @media (max-width:576px){ .fq-wrap{ margin:1rem auto; } }
+  </style>
+</head>
+<body>
+<div class="fq-wrap">
+
+  {% if request.args.get('reported') == '1' %}
+  <div class="alert alert-success d-flex align-items-center gap-2 mb-3" role="alert">
+    <i class="bi bi-check-circle-fill fs-5"></i>
+    <div><strong>Report submitted.</strong> Our team has been notified and will follow up.</div>
+  </div>
+  {% endif %}
+
+  <div class="d-flex align-items-center gap-2 mb-3">
+    <i class="bi bi-door-open fs-3 text-primary"></i>
+    <div>
+      <div class="fw-bold">{{ area.name }}</div>
+      <div class="text-muted small">
+        {{ facility.name }}
+        {% if area.area_type %} · {{ area.area_type }}{% endif %}
+      </div>
+    </div>
+  </div>
+
+  <div class="alert alert-light border py-2 small mb-3">
+    <i class="bi bi-info-circle text-primary"></i>
+    Everything below is for <strong>{{ area.name }}</strong> only — not the whole building.
+  </div>
+
+  {# ── Summary stat tiles (90 days) ── #}
+  <div class="row g-2 mb-3">
+    <div class="col-3">
+      <div class="stat-tile">
+        <div class="val">{% if avg_90 is not none %}{{ '%.1f'|format(avg_90) }}%{% else %}—{% endif %}</div>
+        <div class="lbl">Avg Score<br>90 days</div>
+      </div>
+    </div>
+    <div class="col-3">
+      <div class="stat-tile">
+        <div class="val">{{ total_90 }}</div>
+        <div class="lbl">Inspections<br>90 days</div>
+      </div>
+    </div>
+    <div class="col-3">
+      <div class="stat-tile">
+        <div class="val">{{ open_total }}</div>
+        <div class="lbl">Open<br>Issues</div>
+      </div>
+    </div>
+    <div class="col-3">
+      <div class="stat-tile">
+        <div class="val">{{ resolved_90 }}</div>
+        <div class="lbl">Resolved<br>90 days</div>
+      </div>
+    </div>
+  </div>
+
+  {# ── Score trend ── #}
+  <div class="card shadow-sm mb-3">
+    <div class="card-body py-2 d-flex align-items-center justify-content-between">
+      <div class="text-muted small text-uppercase">Score trend — 30 days vs prior 30</div>
+      {% if trend_delta is not none %}
+        {% if trend_delta > 0.5 %}
+        <div class="trend-up fw-semibold">
+          <i class="bi bi-arrow-up-right"></i> Improving
+          (+{{ '%.1f'|format(trend_delta) }} pts, {{ '%.1f'|format(avg_prior) }}% → {{ '%.1f'|format(avg_cur) }}%)
+        </div>
+        {% elif trend_delta < -0.5 %}
+        <div class="trend-down fw-semibold">
+          <i class="bi bi-arrow-down-right"></i> Declining
+          ({{ '%.1f'|format(trend_delta) }} pts, {{ '%.1f'|format(avg_prior) }}% → {{ '%.1f'|format(avg_cur) }}%)
+        </div>
+        {% else %}
+        <div class="trend-flat fw-semibold">
+          <i class="bi bi-arrow-right"></i> Steady ({{ '%.1f'|format(avg_cur) }}%)
+        </div>
+        {% endif %}
+      {% else %}
+        <div class="text-muted small">Not enough data yet</div>
+      {% endif %}
+    </div>
+  </div>
+
+  {# ── Open issues by severity + SLA state ── #}
+  <div class="card shadow-sm mb-3">
+    <div class="card-header bg-white fw-semibold py-2">
+      <i class="bi bi-exclamation-triangle"></i> Open Issues
+    </div>
+    <div class="card-body py-3">
+      {% if open_total or pending_verification %}
+      <div class="d-flex flex-wrap gap-2 mb-2">
+        {% for sev in severity_order %}
+          {% if severity_counts[sev] %}
+          <span class="badge sev-{{ sev }} text-white">
+            {{ severity_counts[sev] }} {{ sev }}
+          </span>
+          {% endif %}
+        {% endfor %}
+        {% if pending_verification %}
+        <span class="badge bg-info text-dark">{{ pending_verification }} pending verification</span>
+        {% endif %}
+      </div>
+      {% if sla_breached %}
+      <div class="small text-danger fw-semibold">
+        <i class="bi bi-alarm"></i> {{ sla_breached }} issue{{ 's' if sla_breached != 1 }} past the response-time target
+      </div>
+      {% endif %}
+      {% if sla_at_risk %}
+      <div class="small text-warning-emphasis fw-semibold">
+        <i class="bi bi-hourglass-split"></i> {{ sla_at_risk }} issue{{ 's' if sla_at_risk != 1 }} approaching the response-time target
+      </div>
+      {% endif %}
+      {% if not sla_breached and not sla_at_risk and open_total %}
+      <div class="small text-muted">All open issues are within response-time targets.</div>
+      {% endif %}
+      {% else %}
+      <div class="text-muted small"><i class="bi bi-check-circle text-success"></i> No open issues in this area right now.</div>
+      {% endif %}
+    </div>
+  </div>
+
+  {# ── Recent inspections ── #}
+  <div class="card shadow-sm mb-3">
+    <div class="card-header bg-white fw-semibold py-2">
+      <i class="bi bi-clipboard-check"></i> Recent Inspections
+    </div>
+    {% if recent %}
+    <div class="table-responsive">
+      <table class="table table-sm mb-0 align-middle">
+        <thead class="table-light">
+          <tr>
+            <th class="ps-3">Date</th>
+            <th>Checklist</th>
+            <th class="text-end pe-3">Score</th>
+          </tr>
+        </thead>
+        <tbody>
+          {% for ins in recent %}
+          <tr>
+            <td class="ps-3 text-nowrap">{{ ins.inspection_date.strftime('%b %d, %Y') }}</td>
+            <td class="text-muted small">{{ ins.template.name if ins.template else '—' }}</td>
+            <td class="text-end pe-3 fw-semibold">
+              {% if ins.overall_score is not none %}{{ '%.1f'|format(ins.overall_score) }}%{% else %}—{% endif %}
+            </td>
+          </tr>
+          {% endfor %}
+        </tbody>
+      </table>
+    </div>
+    {% else %}
+    <div class="card-body py-3 text-muted small">No completed inspections for this area yet.</div>
+    {% endif %}
+  </div>
+
+  {% if can_view_full %}
+  <a href="{{ url_for('facilities.view_facility', facility_id=facility.id) }}"
+     class="btn btn-primary w-100 mb-3">
+    <i class="bi bi-box-arrow-in-right me-1"></i> Open Full Facility View
+  </a>
+  {% endif %}
+
+  {% with action = url_for('facility_qr.area_report', token=token),
+          area_label_prompt = 'Whereabouts in ' ~ area.name ~ '? (optional)' %}
+    {% include "facility_qr/_report_form.html" %}
+  {% endwith %}
+
+  <p class="text-center text-muted small mt-2 mb-1">
+    {% if last_date %}Last inspected {{ last_date.strftime('%b %d, %Y') }} · {% endif %}
+    Snapshot generated {{ generated_at.strftime('%b %d, %Y %I:%M %p') }} ET
+  </p>
+  <p class="text-center text-muted small">Janitorial QC — area quality snapshot</p>
+</div>
+</body>
+</html>

app/templates/facility_qr/view.html

@@ -177,41 +177,9 @@
   </a>
   {% endif %}
 
-  {# ── Report a problem ── #}
-  <div class="card shadow-sm mb-3">
-    <div class="card-header bg-white fw-semibold py-2">
-      <i class="bi bi-megaphone text-danger"></i> Report a Problem
-    </div>
-    <div class="card-body">
-      <p class="text-muted small mb-3">
-        See something that needs attention? Let our team know and we'll take care of it.
-      </p>
-      <form method="POST" action="{{ url_for('facility_qr.report', token=token) }}">
-        <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
-        {# Honeypot — invisible to humans, filled by bots #}
-        <div style="position:absolute;left:-9999px;top:-9999px;" aria-hidden="true">
-          <input type="text" name="website" tabindex="-1" autocomplete="off">
-        </div>
-        <div class="mb-3">
-          <label class="form-label small fw-semibold">What did you observe? <span class="text-danger">*</span></label>
-          <textarea name="description" class="form-control form-control-sm" rows="3"
-                    placeholder="Describe the issue (e.g. restroom out of paper towels, spill in lobby…)"
-                    required maxlength="2000"></textarea>
-        </div>
-        <div class="mb-3">
-          <label class="form-label small fw-semibold">Urgency</label>
-          <select name="severity" class="form-select form-select-sm">
-            <option value="low">Low — not urgent</option>
-            <option value="medium" selected>Medium — needs attention soon</option>
-            <option value="high">High — urgent</option>
-          </select>
-        </div>
-        <button type="submit" class="btn btn-danger btn-sm w-100">
-          <i class="bi bi-send me-1"></i> Submit Report
-        </button>
-      </form>
-    </div>
-  </div>
+  {% with action = url_for('facility_qr.report', token=token) %}
+    {% include "facility_qr/_report_form.html" %}
+  {% endwith %}
 
   <p class="text-center text-muted small mt-2 mb-1">
     {% if last_date %}Last inspected {{ last_date.strftime('%b %d, %Y') }} · {% endif %}

app/templates/inspection_schedules/confirm_result.html

@@ -0,0 +1,116 @@
+{# ── "Confirm receipt" result page (phase50) ─────────────────────────────────
+   Landing page for the one-click link in a scheduled-inspection assignment or
+   reminder email. Standalone — NOT extending base.html — because the viewer is
+   typically not logged in and base.html's nav assumes current_user. Same shape
+   as the public QR scan pages (facility_qr/area.html).
+
+   `status` is always set; `schedule` only for the statuses that found one.
+     confirmed  — newly acknowledged (the happy path)
+     already    — acknowledged before; a re-click or an email prefetch
+     reassigned — the token's inspector is no longer the assignee
+     inactive   — schedule paused or ended since the email went out
+     expired    — token older than 30 days
+     invalid    — bad signature / mangled link
+     missing    — schedule deleted since the email went out
+#}
+<!doctype html>
+<html lang="en">
+<head>
+  <meta charset="utf-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1">
+  <meta name="robots" content="noindex, nofollow">
+  <title>Confirm Receipt — Scheduled Inspection</title>
+  <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/css/bootstrap.min.css" rel="stylesheet">
+  <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.0/font/bootstrap-icons.css">
+  <style>
+    body { background:#f1f5f9; color:#1f2937; }
+    .cf-wrap { max-width:520px; margin:3rem auto; padding:0 1rem; }
+    .cf-card { background:#fff; border-radius:.75rem; padding:2rem 1.5rem; text-align:center;
+               box-shadow:0 1px 3px rgba(0,0,0,.08); }
+    .cf-icon { font-size:3.5rem; line-height:1; }
+    .cf-meta { background:#f8fafc; border-radius:.5rem; padding:.9rem 1rem; text-align:left;
+               font-size:.9rem; margin-top:1.25rem; }
+    .cf-meta .lbl { color:#64748b; font-size:.75rem; text-transform:uppercase;
+                    letter-spacing:.03em; }
+  </style>
+</head>
+<body>
+<div class="cf-wrap">
+  <div class="cf-card">
+
+    {% if status == 'confirmed' %}
+      <div class="cf-icon text-success"><i class="bi bi-check-circle-fill"></i></div>
+      <h1 class="h4 mt-3 mb-2">Receipt confirmed</h1>
+      <p class="text-muted mb-0">
+        Thanks — we've let the scheduler know you've seen this request.
+        Nothing else to do right now.
+      </p>
+
+    {% elif status == 'already' %}
+      <div class="cf-icon text-success"><i class="bi bi-check-circle"></i></div>
+      <h1 class="h4 mt-3 mb-2">Already confirmed</h1>
+      <p class="text-muted mb-0">
+        You confirmed this one earlier. No need to do anything else.
+      </p>
+
+    {% elif status == 'reassigned' %}
+      <div class="cf-icon text-warning"><i class="bi bi-person-x"></i></div>
+      <h1 class="h4 mt-3 mb-2">No longer assigned to you</h1>
+      <p class="text-muted mb-0">
+        This scheduled inspection has been reassigned to someone else since the
+        email was sent, so there's nothing for you to confirm.
+      </p>
+
+    {% elif status == 'inactive' %}
+      <div class="cf-icon text-secondary"><i class="bi bi-pause-circle"></i></div>
+      <h1 class="h4 mt-3 mb-2">This schedule is no longer active</h1>
+      <p class="text-muted mb-0">
+        It has been paused or has reached its end date. No action is needed.
+      </p>
+
+    {% elif status == 'expired' %}
+      <div class="cf-icon text-secondary"><i class="bi bi-hourglass-bottom"></i></div>
+      <h1 class="h4 mt-3 mb-2">This link has expired</h1>
+      <p class="text-muted mb-0">
+        Confirmation links are good for 30 days. Sign in to the schedules page to
+        confirm, or ask your supervisor to resend the assignment.
+      </p>
+
+    {% elif status == 'missing' %}
+      <div class="cf-icon text-secondary"><i class="bi bi-question-circle"></i></div>
+      <h1 class="h4 mt-3 mb-2">Schedule not found</h1>
+      <p class="text-muted mb-0">
+        This scheduled inspection has since been removed. No action is needed.
+      </p>
+
+    {% else %}
+      <div class="cf-icon text-danger"><i class="bi bi-x-circle"></i></div>
+      <h1 class="h4 mt-3 mb-2">This link isn't valid</h1>
+      <p class="text-muted mb-0">
+        The link may have been copied incompletely. Try tapping it directly from
+        the email, or sign in to confirm from the schedules page.
+      </p>
+    {% endif %}
+
+    {% if schedule %}
+    <div class="cf-meta">
+      <div class="lbl">Inspection</div>
+      <div class="mb-2">
+        {{ schedule.template.name if schedule.template else '—' }}
+        at {{ schedule.facility.name if schedule.facility else '—' }}
+      </div>
+      <div class="lbl">Schedule</div>
+      <div>
+        {{ schedule.recurrence_label }}{% if schedule.due_date %} · due
+        {{ schedule.due_date.strftime('%b %d, %Y') }}{% endif %}
+      </div>
+    </div>
+    {% endif %}
+
+  </div>
+  <p class="text-center text-muted small mt-3 mb-0">
+    Janitorial QC System — automated message. Do not reply to the email.
+  </p>
+</div>
+</body>
+</html>

app/templates/inspection_schedules/form.html

@@ -1,134 +1,481 @@
 {% extends "base.html" %}
 {% block title %}{{ title }}{% endblock %}
+
+{# Laid out to match the single-tenant scheduled-inspection form: one narrow
+   card, Contract → Facility cascade at the top, then what/who, then when.
+
+   MT keeps three fields ST does not have — the schedule NAME (required by
+   inspection_schedules.name), the AREA (a schedule may target one area) and
+   the auto/plan MODE. They are placed next to the field they qualify rather
+   than in a block of their own. #}
+
+{# ── Sticky values ────────────────────────────────────────────────────────
+   This form is hand-built (no WTForms), so a re-render after a validation
+   error would otherwise come back blank and the user would retype everything.
+   On POST every field reads back from request.form; otherwise from the saved
+   schedule (edit) or its default (create). ST gets this free from WTForms —
+   this is the equivalent. #}
+{% set posted = request.form if request.method == 'POST' else None %}
+{% set v_name        = posted.get('name') if posted else (schedule.name if schedule else '') %}
+{% set v_facility    = (posted.get('facility_id')|int(0)) if posted else (schedule.facility_id if schedule else 0) %}
+{% set v_area        = (posted.get('area_id')|int(0)) if posted else (schedule.area_id if schedule and schedule.area_id else 0) %}
+{% set v_template    = (posted.get('template_id')|int(0)) if posted else (schedule.template_id if schedule else 0) %}
+{% set v_inspector   = (posted.get('inspector_id')|int(0)) if posted else (schedule.inspector_id if schedule else 0) %}
+{% set v_frequency   = posted.get('frequency') if posted else (schedule.frequency if schedule else 'weekly') %}
+{% set v_due         = posted.get('next_due_date') if posted else (schedule.due_date.isoformat() if schedule and schedule.due_date else '') %}
+{% set v_end         = posted.get('end_date') if posted else (schedule.end_date.isoformat() if schedule and schedule.end_date else '') %}
+{% set v_mode        = posted.get('mode') if posted else (schedule.mode if schedule else 'auto') %}
+{% set v_notes       = posted.get('notes') if posted else (schedule.notes if schedule and schedule.notes else '') %}
+{% set v_month_mode  = posted.get('month_mode') if posted else (schedule.month_mode if schedule else 'day_of_month') %}
+{% set v_dom         = posted.get('day_of_month') if posted else (schedule.day_of_month if schedule and schedule.day_of_month else '') %}
+{% set v_nth_week    = (posted.get('nth_week')|int(0)) if posted else (schedule.nth_week if schedule and schedule.nth_week else 0) %}
+{% set v_nth_weekday = (posted.get('nth_weekday')|int(-1)) if posted else (schedule.nth_weekday if schedule and schedule.nth_weekday is not none else -1) %}
+{% set v_weekdays    = (posted.getlist('weekdays')|map('int')|list) if posted else (schedule.weekday_list if schedule else []) %}
+{% set v_active      = (posted.get('active') is not none) if posted else (schedule.active if schedule else True) %}
+
 {% block content %}
 <div class="row justify-content-center">
-  <div class="col-lg-8">
-    <h2 class="mb-4"><i class="bi bi-calendar2-week"></i> {{ title }}</h2>
-
-    <form method="POST" class="card shadow-sm">
+  <div class="col-lg-7">
+    <div class="card shadow-sm">
+      <div class="card-header bg-light"><h5 class="mb-0">{{ title }}</h5></div>
       <div class="card-body">
+        <form method="POST" novalidate>
           <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
 
           <div class="mb-3">
-          <label class="form-label">Schedule name</label>
-          <input type="text" name="name" class="form-control" required
-                 value="{{ schedule.name if schedule else '' }}"
+            <label class="form-label fw-semibold" for="name">Schedule name</label>
+            <input type="text" name="name" id="name" class="form-control" required
+                   value="{{ v_name }}"
                    placeholder="e.g. Weekly restroom check — Main Office">
+            <div class="form-text">Shown in the schedule list and in the inspector's reminder.</div>
+          </div>
+
+          {# Contract selector — UI only; narrows the facility list via AJAX.
+             It carries no name attribute and is never submitted: the facility
+             is what the route validates (rule 61). #}
+          <div class="mb-3">
+            <label class="form-label fw-semibold" for="contract_select">Contract</label>
+            <select id="contract_select" class="form-select">
+              <option value="">— Select Contract —</option>
+              {% for p in projects %}
+              <option value="{{ p.id }}">{{ p.name }}</option>
+              {% endfor %}
+            </select>
           </div>
 
           <div class="row">
             <div class="col-md-6 mb-3">
-            <label class="form-label">Template</label>
-            <select name="template_id" class="form-select" required>
-              <option value="">— Choose a template —</option>
-              {% for t in templates %}
-              <option value="{{ t.id }}"
-                {{ 'selected' if schedule and schedule.template_id == t.id }}>{{ t.name }}</option>
-              {% endfor %}
-            </select>
-          </div>
-          <div class="col-md-6 mb-3">
-            <label class="form-label">Frequency</label>
-            <select name="frequency" class="form-select" required>
-              {% for f in frequencies %}
-              <option value="{{ f }}"
-                {{ 'selected' if (schedule and schedule.frequency == f) or (not schedule and f == 'weekly') }}>
-                {{ f|title }}</option>
-              {% endfor %}
-            </select>
-          </div>
-        </div>
-
-        <div class="row">
-          <div class="col-md-6 mb-3">
-            <label class="form-label">Facility</label>
-            <select name="facility_id" id="facilitySelect" class="form-select" required>
-              <option value="">— Choose a facility —</option>
+              <label class="form-label fw-semibold" for="facility_id">Facility</label>
+              <select name="facility_id" id="facility_id" class="form-select" required>
+                <option value="">— Select a Contract first —</option>
                 {% for f in facilities %}
                 <option value="{{ f.id }}"
-                {{ 'selected' if schedule and schedule.facility_id == f.id }}>{{ f.name }}</option>
+                  {{ 'selected' if v_facility == f.id }}>{{ f.name }}</option>
                 {% endfor %}
               </select>
             </div>
             <div class="col-md-6 mb-3">
-            <label class="form-label">Area <span class="text-muted small">(optional)</span></label>
-            <select name="area_id" id="areaSelect" class="form-select">
+              <label class="form-label fw-semibold" for="area_id">
+                Area <span class="text-muted small fw-normal">(optional)</span>
+              </label>
+              <select name="area_id" id="area_id" class="form-select">
                 <option value="">— Whole facility —</option>
+                {# Refilled by JS from the chosen facility; this keeps the saved
+                   or just-submitted area selected until that call returns. #}
                 {% if schedule and schedule.area %}
-              <option value="{{ schedule.area.id }}" selected>{{ schedule.area.name }}</option>
+                <option value="{{ schedule.area.id }}"
+                  {{ 'selected' if v_area == schedule.area.id }}>{{ schedule.area.name }}</option>
                 {% endif %}
               </select>
             </div>
           </div>
 
           <div class="mb-3">
-          <label class="form-label">Assign to inspector</label>
-          <select name="inspector_id" class="form-select" required>
-            <option value="">— Choose an inspector —</option>
+            <label class="form-label fw-semibold" for="template_id">Inspection Form</label>
+            <select name="template_id" id="template_id" class="form-select" required>
+              <option value="">— Choose a form —</option>
+              {% for t in templates %}
+              <option value="{{ t.id }}"
+                {{ 'selected' if v_template == t.id }}>{{ t.name }}</option>
+              {% endfor %}
+            </select>
+            <div class="form-text">
+              Shared forms plus any built for this contract. A form belonging to
+              another contract is rejected on save, not merely hidden here.
+            </div>
+          </div>
+
+          <div class="mb-3">
+            <label class="form-label fw-semibold" for="inspector_id">Assign to inspector</label>
+            <select name="inspector_id" id="inspector_id" class="form-select" required>
+              <option value="">— Select a Contract first —</option>
               {% for u in inspectors %}
               <option value="{{ u.id }}"
-              {{ 'selected' if schedule and schedule.inspector_id == u.id }}>
-              {{ u.display_name }} ({{ u.role }})</option>
+                {{ 'selected' if v_inspector == u.id }}>
+                {{ u.display_name }}{{ ' (Customer)' if u.is_external_inspector }}</option>
+              {% endfor %}
+            </select>
+            <div class="form-text">
+              Inspectors assigned to this contract — the person named here has
+              to be able to open the inspection. Managers are never listed: a
+              manager who will do the work holds a contract assignment like
+              anyone else. If the contract has nobody assigned yet, every
+              inspector is offered so the schedule is not blocked.
+            </div>
+          </div>
+
+          <div class="row">
+            <div class="col-md-6 mb-3">
+              <label class="form-label fw-semibold" for="frequency">Frequency</label>
+              <select name="frequency" id="frequency" class="form-select" required>
+                {% for f in frequencies %}
+                <option value="{{ f }}" {{ 'selected' if v_frequency == f }}>
+                  {{ frequency_labels.get(f, f|title) }}</option>
                 {% endfor %}
               </select>
             </div>
-
+            <div class="col-md-6 mb-3">
+              <label class="form-label fw-semibold" id="due_date_label" for="next_due_date">
+                {{ 'Next Due Date' if schedule else 'Start Date' }}
+              </label>
+              <input type="date" name="next_due_date" id="next_due_date" class="form-control"
+                     value="{{ v_due }}">
+              <div class="form-text">
                 {% if schedule %}
-        <div class="form-check form-switch mb-1">
-          <input class="form-check-input" type="checkbox" name="active" id="activeSwitch"
-                 {{ 'checked' if schedule.active }}>
-          <label class="form-check-label" for="activeSwitch">Active</label>
-        </div>
-        <p class="text-muted small">
-          Saving recomputes the next run from now. Next run:
-          {{ schedule.next_run_at.strftime('%Y-%m-%d %H:%M') if schedule.next_run_at else '—' }}
-        </p>
+                  Snapped forward to the first matching day. Leave it unchanged
+                  and saving will not move it.
+                {% else %}
+                  Snapped forward to the first matching day. Leave blank to start
+                  one full period from now.
                 {% endif %}
               </div>
+            </div>
+          </div>
 
-      <div class="card-footer d-flex justify-content-between">
-        <a href="{{ url_for('inspection_schedules.index') }}" class="btn btn-outline-secondary">Cancel</a>
+          {# ── End date ──
+             Hidden for one-time schedules, which end by deactivating when
+             completed. syncFrequency() toggles it; the route clears the column
+             for 'once', so a stale DOM value cannot survive a frequency change. #}
+          <div class="row" id="end_date_row" hidden>
+            <div class="col-md-6 mb-3">
+              <label class="form-label fw-semibold" for="end_date">
+                End Date <span class="text-muted small fw-normal">(optional)</span>
+              </label>
+              <input type="date" name="end_date" id="end_date" class="form-control"
+                     value="{{ v_end }}">
+              <div class="form-text">
+                The last date this schedule may run — leave blank to repeat indefinitely.
+              </div>
+            </div>
+          </div>
+
+          {# ── Weekly: which days of the week ──────────────────────────── #}
+          <div class="mb-3 p-3 rounded bg-light border" id="weekly_block" hidden>
+            <label class="form-label fw-semibold d-block">Days of the Week</label>
+            <div class="d-flex flex-wrap gap-3">
+              {% for i, day in [(0,'Mon'),(1,'Tue'),(2,'Wed'),(3,'Thu'),(4,'Fri'),(5,'Sat'),(6,'Sun')] %}
+              <div class="form-check">
+                <input class="form-check-input" type="checkbox" name="weekdays"
+                       id="weekday_{{ i }}" value="{{ i }}" {{ 'checked' if i in v_weekdays }}>
+                <label class="form-check-label" for="weekday_{{ i }}">{{ day }}</label>
+              </div>
+              {% endfor %}
+            </div>
+            <div class="form-text mb-0">
+              Pick every day the inspection recurs — e.g. Mon, Wed, Fri gives three
+              inspections a week. The due date rolls to the next selected day each
+              time one is submitted.
+            </div>
+          </div>
+
+          {# ── Monthly: day-of-month OR nth weekday ────────────────────── #}
+          <div class="mb-3 p-3 rounded bg-light border" id="monthly_block" hidden>
+            <label class="form-label fw-semibold d-block">Monthly rule</label>
+
+            <div class="form-check">
+              <input class="form-check-input" type="radio" name="month_mode"
+                     id="month_mode_day" value="day_of_month"
+                     {% if v_month_mode != 'nth_weekday' %}checked{% endif %}>
+              <label class="form-check-label" for="month_mode_day">On a day of the month</label>
+            </div>
+            <div class="ms-4 mb-2" id="dom_row">
+              <div class="input-group input-group-sm" style="max-width:16rem;">
+                <span class="input-group-text">Day</span>
+                <input type="number" name="day_of_month" class="form-control"
+                       min="1" max="31" placeholder="15"
+                       value="{{ v_dom }}">
+              </div>
+              <div class="form-text mb-0">Months without that day use their last day.</div>
+            </div>
+
+            <div class="form-check">
+              <input class="form-check-input" type="radio" name="month_mode"
+                     id="month_mode_nth" value="nth_weekday"
+                     {% if v_month_mode == 'nth_weekday' %}checked{% endif %}>
+              <label class="form-check-label" for="month_mode_nth">On a weekday of the month</label>
+            </div>
+            <div class="ms-4" id="nth_row">
+              <div class="d-flex gap-2 flex-wrap" style="max-width:24rem;">
+                <select name="nth_week" class="form-select form-select-sm" style="max-width:7rem;">
+                  {% for v, lbl in [(1,'1st'),(2,'2nd'),(3,'3rd'),(4,'4th'),(5,'5th'),(-1,'Last')] %}
+                  <option value="{{ v }}" {{ 'selected' if v_nth_week == v }}>{{ lbl }}</option>
+                  {% endfor %}
+                </select>
+                <select name="nth_weekday" class="form-select form-select-sm" style="max-width:11rem;">
+                  {% for i, day in [(0,'Monday'),(1,'Tuesday'),(2,'Wednesday'),(3,'Thursday'),(4,'Friday'),(5,'Saturday'),(6,'Sunday')] %}
+                  <option value="{{ i }}" {{ 'selected' if v_nth_weekday == i }}>{{ day }}</option>
+                  {% endfor %}
+                </select>
+              </div>
+              <div class="form-text mb-0">e.g. the 2nd Tuesday of every month.</div>
+            </div>
+          </div>
+
+          <div class="mb-3">
+            <label class="form-label fw-semibold" for="mode">Mode</label>
+            <select name="mode" id="mode" class="form-select">
+              <option value="auto" {{ 'selected' if v_mode != 'plan' }}>
+                Auto — create the inspection automatically each period</option>
+              <option value="plan" {{ 'selected' if v_mode == 'plan' }}>
+                Plan — inspector presses Start (with due/overdue reminders)</option>
+            </select>
+            <div class="form-text">
+              Auto drops an in-progress inspection into the inspector's queue on
+              schedule. Plan assigns a due date and reminds them the day before, on
+              the day, and alerts managers once it's overdue.
+            </div>
+          </div>
+
+          <div class="mb-3">
+            <label class="form-label fw-semibold" for="notes">
+              Instructions for the inspector <span class="text-muted small fw-normal">(optional)</span>
+            </label>
+            <textarea name="notes" id="notes" class="form-control" rows="3"
+                      placeholder="e.g. Front lobby carpet needs extra attention. Check loading dock after 3 PM — key is at the front desk.">{{ v_notes }}</textarea>
+            <div class="form-text">
+              <i class="bi bi-info-circle"></i>
+              Shown to the assigned inspector when they open this inspection, on the web and on the iPad.
+            </div>
+          </div>
+
+          {% if schedule %}
+          <div class="form-check mb-3">
+            <input class="form-check-input" type="checkbox" name="active" id="active"
+                   {{ 'checked' if v_active }}>
+            <label class="form-check-label" for="active">Active</label>
+          </div>
+          {% endif %}
+
+          <div class="d-flex gap-2">
             <button type="submit" class="btn btn-primary">
-          <i class="bi bi-check-lg"></i> Save Schedule
+              <i class="bi bi-check-lg"></i> Save
             </button>
+            <a href="{{ url_for('inspection_schedules.index') }}" class="btn btn-outline-secondary">Cancel</a>
           </div>
         </form>
       </div>
+    </div>
+
+    <p class="text-muted small mt-2">
+      Recurring schedules automatically roll their due date forward each time the
+      inspection is completed. The assigned inspector is reminded the day before
+      and on the due date; managers are alerted if it becomes overdue.
+      {% if schedule %}
+      <br>
+      Current {{ 'due date' if schedule.mode == 'plan' else 'run' }}:
+      {{ schedule.next_run_at.strftime('%Y-%m-%d %H:%M') if schedule.next_run_at else '—' }}
+      {% if schedule.last_completed_at %}
+      · last completed {{ schedule.last_completed_at.strftime('%Y-%m-%d %H:%M') }}
+      {% endif %}
+      {% if schedule.end_date %}· ends {{ schedule.end_date.strftime('%Y-%m-%d') }}{% endif %}.
+      Reminders for this occurrence are only reset if the due date actually moves,
+      so renaming or re-noting a schedule will not re-send them.
+      {% endif %}
+    </p>
+  </div>
 </div>
+{% endblock %}
 
+{% block extra_js %}
 <script>
-// Facility → Area cascade, reusing the existing inspections AJAX endpoint.
+// ── Contract → Facility → Area cascade ──────────────────────────────────────
+// The contract selector is UI-only (no name attribute): it never reaches the
+// server, it only narrows the facility list. facilities_for_project is scoped
+// to the caller, so a Customer Director asking for another contract's id gets
+// an empty list rather than that customer's building names.
 (function () {
-  var facilitySelect = document.getElementById('facilitySelect');
-  var areaSelect     = document.getElementById('areaSelect');
-  if (!facilitySelect || !areaSelect) return;
+  'use strict';
+  var contractSel  = document.getElementById('contract_select');
+  var facilitySel  = document.getElementById('facility_id');
+  var areaSel      = document.getElementById('area_id');
+  var inspectorSel = document.getElementById('inspector_id');
+  if (!contractSel || !facilitySel) { return; }
 
-  var preselectedAreaId = {{ (schedule.area_id if schedule and schedule.area_id else 0) | tojson }};
+  var FACILITIES_URL = '{{ url_for("inspections.facilities_for_project", project_id=0) }}'.replace('/0', '/');
+  var INSPECTORS_URL = '{{ url_for("inspection_schedules.inspectors_for_contract", project_id=0) }}'.replace('/0', '/');
+  var AREAS_URL      = '{{ url_for("inspections.areas_for_facility", facility_id=0) }}'.replace('/0', '/');
+  var preProjectId   = {{ selected_project_id | tojson }};
+  var preFacilityId  = {{ v_facility | tojson }};
+  var preAreaId      = {{ v_area | tojson }};
+  var preInspectorId = {{ v_inspector | tojson }};
+
+  function setPlaceholder() {
+    facilitySel.innerHTML = '<option value="">— Select a Contract first —</option>';
+    facilitySel.disabled  = true;
+    loadAreas('', false);
+    if (inspectorSel) {
+      inspectorSel.innerHTML = '<option value="">— Select a Contract first —</option>';
+      inspectorSel.disabled  = true;
+    }
+  }
+
+  // Inspectors come from the CONTRACT, not the facility: assignment rows are
+  // per contract. The server re-checks the chosen id against this same list.
+  function loadInspectors(projectId, restoreInspectorId) {
+    if (!inspectorSel) { return; }
+    inspectorSel.disabled  = true;
+    inspectorSel.innerHTML = '<option value="">Loading…</option>';
+    fetch(INSPECTORS_URL + projectId)
+      .then(function (r) { return r.json(); })
+      .then(function (data) {
+        if (!data.length) {
+          // Only reachable for a Customer Director: our own staff fall back to
+          // the full inspector pool server-side. Say what is wrong rather than
+          // leaving an empty dropdown.
+          inspectorSel.innerHTML =
+            '<option value="">— No inspectors on this contract —</option>';
+          inspectorSel.disabled = false;
+          return;
+        }
+        inspectorSel.innerHTML = '<option value="">— Choose an inspector —</option>';
+        data.forEach(function (u) {
+          var opt = document.createElement('option');
+          opt.value = u.id;
+          opt.textContent = u.name;
+          if (restoreInspectorId && u.id === restoreInspectorId) { opt.selected = true; }
+          inspectorSel.appendChild(opt);
+        });
+        inspectorSel.disabled = false;
+      })
+      .catch(function () {
+        inspectorSel.innerHTML = '<option value="">Could not load inspectors</option>';
+      });
+  }
 
   function loadAreas(facilityId, keepSelection) {
-    areaSelect.innerHTML = '<option value="">— Whole facility —</option>';
-    if (!facilityId) return;
-    fetch('{{ url_for('inspections.areas_for_facility', facility_id=0) }}'.replace('/0', '/' + facilityId))
+    if (!areaSel) { return; }
+    areaSel.innerHTML = '<option value="">— Whole facility —</option>';
+    if (!facilityId) { return; }
+    fetch(AREAS_URL + facilityId)
       .then(function (r) { return r.json(); })
       .then(function (areas) {
         areas.forEach(function (a) {
           var opt = document.createElement('option');
           opt.value = a.id;
           opt.textContent = a.name;
-          if (keepSelection && a.id === preselectedAreaId) opt.selected = true;
-          areaSelect.appendChild(opt);
+          if (keepSelection && a.id === preAreaId) { opt.selected = true; }
+          areaSel.appendChild(opt);
         });
       })
       .catch(function () { /* leave the whole-facility default in place */ });
   }
 
-  facilitySelect.addEventListener('change', function () {
-    preselectedAreaId = 0;
+  function loadFacilities(projectId, restoreFacilityId) {
+    facilitySel.disabled  = true;
+    facilitySel.innerHTML = '<option value="">Loading…</option>';
+    fetch(FACILITIES_URL + projectId)
+      .then(function (r) { return r.json(); })
+      .then(function (data) {
+        facilitySel.innerHTML = '<option value="">— Select Facility —</option>';
+        data.forEach(function (f) {
+          var opt = document.createElement('option');
+          opt.value = f.id;
+          opt.textContent = f.name;
+          if (restoreFacilityId && f.id === restoreFacilityId) { opt.selected = true; }
+          facilitySel.appendChild(opt);
+        });
+        facilitySel.disabled = false;
+        if (restoreFacilityId) { loadAreas(restoreFacilityId, true); }
+      })
+      .catch(function () {
+        facilitySel.innerHTML = '<option value="">Could not load facilities</option>';
+      });
+  }
+
+  contractSel.addEventListener('change', function () {
+    if (this.value) {
+      loadFacilities(this.value, null);
+      loadInspectors(this.value, null);
+    } else {
+      setPlaceholder();
+    }
+  });
+
+  facilitySel.addEventListener('change', function () {
+    preAreaId = 0;                 // a new facility invalidates the saved area
     loadAreas(this.value, false);
   });
 
-  // On edit load, refresh the area list for the saved facility and keep the saved area.
-  if (facilitySelect.value) loadAreas(facilitySelect.value, true);
-})();
+  // Initial state: restore the contract, facility and area on edit / re-render.
+  if (preProjectId) {
+    contractSel.value = String(preProjectId);
+    loadFacilities(preProjectId, preFacilityId);
+    loadInspectors(preProjectId, preInspectorId);
+  } else if (preFacilityId) {
+    // Facility on no contract (or one the selector cannot name): keep the
+    // server-rendered options and the current choice rather than clearing it.
+    facilitySel.disabled = false;
+    loadAreas(String(preFacilityId), true);
+    if (inspectorSel) { inspectorSel.disabled = false; }
+  } else {
+    setPlaceholder();
+  }
+}());
+
+// ── Recurrence blocks follow the chosen frequency ───────────────────────────
+// Display only — the server re-validates and clears the unused blocks on save,
+// so stale values left in the DOM never take effect.
+(function () {
+  'use strict';
+  var freq    = document.getElementById('frequency');
+  var weekly  = document.getElementById('weekly_block');
+  var monthly = document.getElementById('monthly_block');
+  var endRow  = document.getElementById('end_date_row');
+  var dueLabel = document.getElementById('due_date_label');
+  if (!freq || !weekly || !monthly) { return; }
+
+  var domRadio = document.getElementById('month_mode_day');
+  var nthRadio = document.getElementById('month_mode_nth');
+  var domRow   = document.getElementById('dom_row');
+  var nthRow   = document.getElementById('nth_row');
+  var isEdit   = {{ 'true' if schedule else 'false' }};
+  // Every frequency that repeats on a month boundary uses the monthly rule.
+  var MONTHLY  = ['monthly', 'quarterly', 'bi-annually', 'annually'];
+
+  function syncMonthMode() {
+    if (!domRow || !nthRow) { return; }
+    var useNth = nthRadio && nthRadio.checked;
+    domRow.style.opacity = useNth ? '.45' : '1';
+    nthRow.style.opacity = useNth ? '1' : '.45';
+  }
+
+  function syncFrequency() {
+    weekly.hidden  = freq.value !== 'weekly';
+    monthly.hidden = MONTHLY.indexOf(freq.value) === -1;
+    // End date is a recurring-only concept.
+    if (endRow) { endRow.hidden = freq.value === 'once'; }
+    if (dueLabel) {
+      dueLabel.textContent = isEdit ? 'Next Due Date'
+                                    : (freq.value === 'once' ? 'Date' : 'Start Date');
+    }
+    syncMonthMode();
+  }
+
+  freq.addEventListener('change', syncFrequency);
+  [domRadio, nthRadio].forEach(function (r) {
+    if (r) { r.addEventListener('change', syncMonthMode); }
+  });
+  syncFrequency();
+}());
 </script>
 {% endblock %}

app/templates/inspection_schedules/index.html

@@ -1,53 +1,165 @@
 {% extends "base.html" %}
 {% block title %}Inspection Schedules{% endblock %}
 {% block content %}
+{# Who may create/edit/delete a schedule — mirrors schedule_manager_required
+   in routes/inspection_schedules.py. 'customer' is the Customer DIRECTOR, who
+   plans work for their own facilities; a Customer Inspector ('external_inspector')
+   performs schedules and is covered by is_inspector below. #}
+{% set can_manage_schedules = current_user.role in
+     ['admin','director','project_manager','auditor','customer'] %}
 <div class="d-flex justify-content-between align-items-center mb-4">
   <h2><i class="bi bi-calendar2-week"></i> Inspection Schedules</h2>
+  {# This page is reached from the Inspections list ("Scheduled") and has no
+     entry of its own in the main nav, so without this button the only way back
+     is the browser control. #}
+  <div class="d-flex gap-2">
+    <a href="{{ url_for('inspections.index') }}" class="btn btn-outline-secondary">
+      <i class="bi bi-arrow-left"></i> Inspections
+    </a>
+    {% if can_manage_schedules %}
     <a href="{{ url_for('inspection_schedules.create') }}" class="btn btn-primary">
       <i class="bi bi-plus-circle"></i> New Schedule
     </a>
+    {% endif %}
+  </div>
 </div>
 
 <p class="text-muted small mb-4">
-  Recurring schedules automatically create an in-progress inspection for the
-  assigned inspector each period. The inspector is notified and opens it from
-  their Inspections list to complete it.
+  {% if current_user.is_inspector %}
+  Inspections scheduled for you. <strong>Auto</strong> schedules appear in your
+  Inspections list on their own each period; <strong>Plan</strong> schedules wait
+  for you to press Start.
+  {% else %}
+  <strong>Auto</strong> schedules automatically create an in-progress inspection
+  for the assigned inspector each period. <strong>Plan</strong> schedules assign a
+  due date and let the inspector press Start when they begin — with reminders the
+  day before, on the day, and an alert to managers once overdue.
+  {% endif %}
 </p>
 
+{# Pending / Completed tabs (phase51). The partition is on `active`, so it is
+   exhaustive — no schedule can fall between the two tabs. #}
+<ul class="nav nav-tabs mb-0">
+  <li class="nav-item">
+    <a class="nav-link {{ 'active' if tab == 'pending' }}"
+       href="{{ url_for('inspection_schedules.index', tab='pending') }}">
+      <i class="bi bi-hourglass-split"></i> Pending
+      <span class="badge rounded-pill bg-{{ 'primary' if tab == 'pending' else 'secondary' }} ms-1">{{ pending_count }}</span>
+    </a>
+  </li>
+  <li class="nav-item">
+    <a class="nav-link {{ 'active' if tab == 'completed' }}"
+       href="{{ url_for('inspection_schedules.index', tab='completed') }}">
+      <i class="bi bi-check2-circle"></i> Completed
+      <span class="badge rounded-pill bg-{{ 'primary' if tab == 'completed' else 'secondary' }} ms-1">{{ completed_count }}</span>
+    </a>
+  </li>
+</ul>
+
 {% if schedules %}
-<div class="card shadow-sm">
+<div class="card shadow-sm border-top-0 rounded-top-0">
   <div class="card-body p-0">
     <div class="table-responsive">
       <table class="table table-hover mb-0 align-middle">
         <thead class="table-light">
           <tr>
             <th>Name</th><th>Template</th><th>Facility / Area</th>
-            <th>Inspector</th><th>Frequency</th><th>Next Run</th>
-            <th>Last Run</th><th>Status</th><th width="150"></th>
+            <th>Inspector</th><th>Frequency</th><th>Mode</th><th>Next Due</th>
+            <th>Ends</th><th>Last Run</th><th>Status</th><th width="190"></th>
           </tr>
         </thead>
         <tbody>
           {% for s in schedules %}
           <tr class="{{ 'text-muted' if not s.active else '' }}">
-            <td><strong>{{ s.name }}</strong></td>
+            <td>
+              <strong>{{ s.name }}</strong>
+              {% if s.is_follow_up %}
+              {# phase48 — a schedule planned as the deferred twin of
+                 "Re-inspect Now". Starting it produces a linked re-inspection. #}
+              <a href="{{ url_for('inspections.view', inspection_id=s.parent_inspection_id) }}"
+                 class="badge bg-warning text-dark text-decoration-none ms-1"
+                 title="Follow-up of inspection #{{ s.parent_inspection_id }}">
+                <i class="bi bi-arrow-repeat"></i> Follow-up #{{ s.parent_inspection_id }}
+              </a>
+              {% endif %}
+            </td>
             <td>{{ s.template.name if s.template else '—' }}</td>
             <td>
               {{ s.facility.name if s.facility else '—' }}
               {% if s.area %}<span class="text-muted small">/ {{ s.area.name }}</span>{% endif %}
             </td>
             <td>{{ s.inspector.display_name if s.inspector else '—' }}</td>
-            <td><span class="badge bg-secondary">{{ s.frequency|title }}</span></td>
+            <td><span class="badge bg-secondary">{{ s.recurrence_label }}</span></td>
+            <td>
+              {% if s.mode == 'plan' %}
+                <span class="badge bg-info text-dark" title="Inspector presses Start">Plan</span>
+              {% else %}
+                <span class="badge bg-light text-dark border" title="Cron creates the inspection">Auto</span>
+              {% endif %}
+            </td>
             <td class="small {{ 'text-danger fw-semibold' if s.active and s.next_run_at and s.next_run_at <= now else 'text-muted' }}">
               {{ s.next_run_at.strftime('%Y-%m-%d %H:%M') if s.next_run_at else '—' }}
+              {% if s.is_overdue(today) %}
+                <span class="badge bg-danger ms-1">Overdue</span>
+              {% endif %}
+            </td>
+            <td class="small text-muted">
+              {% if s.frequency == 'once' %}—
+              {% elif s.end_date %}{{ s.end_date.strftime('%Y-%m-%d') }}
+              {% else %}No end{% endif %}
             </td>
             <td class="small text-muted">
               {{ s.last_run_at.strftime('%Y-%m-%d %H:%M') if s.last_run_at else 'Never' }}
             </td>
             <td>
+              {# "Ended" separates a schedule that reached its end date from one a
+                 manager switched off — both are inactive, for different reasons. #}
               {% if s.active %}<span class="badge bg-success">Active</span>
+              {% elif s.is_expired %}<span class="badge bg-dark">Ended</span>
               {% else %}<span class="badge bg-secondary">Paused</span>{% endif %}
+              {# phase50 — receipt acknowledgement. Only meaningful for plan
+                 mode: an auto schedule materialises itself, so there is no
+                 request for anyone to receive. #}
+              {% if s.mode == 'plan' and s.inspector_id %}
+                {% if s.is_acknowledged %}
+                <span class="badge bg-light text-success border border-success ms-1"
+                      title="Inspector confirmed receipt on {{ s.acknowledged_at.strftime('%b %d, %Y %I:%M %p') }}">
+                  <i class="bi bi-check-circle"></i> Confirmed
+                </span>
+                {% elif s.active %}
+                <span class="badge bg-light text-warning border border-warning ms-1"
+                      title="The assigned inspector has not confirmed receipt yet">
+                  <i class="bi bi-hourglass-split"></i> Awaiting confirmation
+                </span>
+                {% endif %}
+              {% endif %}
             </td>
             <td class="text-end">
+              {# Assignee-only, like Start: a manager must not be able to confirm
+                 on someone's behalf, since the record means "this person saw it". #}
+              {% if s.active and s.mode == 'plan' and not s.is_acknowledged
+                    and s.inspector_id == current_user.id %}
+              <form method="POST" class="d-inline"
+                    action="{{ url_for('inspection_schedules.acknowledge', schedule_id=s.id) }}">
+                <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+                <button type="submit" class="btn btn-sm btn-outline-success"
+                        title="Confirm you have received this request">
+                  <i class="bi bi-check-lg"></i> Confirm
+                </button>
+              </form>
+              {% endif %}
+              {# Start is for whoever must DO the work. A Customer Director can
+                 plan a schedule but never execute one — the route 403s them, so
+                 the button must not be offered either. #}
+              {% if s.active and s.mode == 'plan'
+                    and current_user.role != 'customer'
+                    and (not current_user.is_inspector or s.inspector_id == current_user.id) %}
+              <a href="{{ url_for('inspection_schedules.start', schedule_id=s.id) }}"
+                 class="btn btn-sm btn-primary" title="Start this inspection now">
+                <i class="bi bi-play-fill"></i> Start
+              </a>
+              {% endif %}
+              {% if can_manage_schedules %}
               <a href="{{ url_for('inspection_schedules.edit', schedule_id=s.id) }}"
                  class="btn btn-sm btn-outline-secondary" title="Edit">
                 <i class="bi bi-pencil"></i>
@@ -70,6 +182,7 @@
                   <i class="bi bi-trash3"></i>
                 </button>
               </form>
+              {% endif %}
             </td>
           </tr>
           {% endfor %}
@@ -79,13 +192,29 @@
   </div>
 </div>
 {% else %}
-<div class="card shadow-sm">
+<div class="card shadow-sm border-top-0 rounded-top-0">
   <div class="card-body text-center py-5 text-muted">
+    {% if tab == 'completed' %}
+    <i class="bi bi-check2-circle fs-1 d-block mb-3 opacity-25"></i>
+    <p class="mb-0">No completed schedules yet.</p>
+    {% elif completed_count %}
+    {# Nothing pending but there IS history — offer the other tab rather than
+       inviting them to create a duplicate of something already closed. #}
+    <i class="bi bi-calendar-check fs-1 d-block mb-3 opacity-25"></i>
+    <p class="mb-3">Nothing pending — all schedules are complete.</p>
+    <a href="{{ url_for('inspection_schedules.index', tab='completed') }}"
+       class="btn btn-outline-secondary">
+      <i class="bi bi-check2-circle"></i> View Completed ({{ completed_count }})
+    </a>
+    {% else %}
     <i class="bi bi-calendar-x fs-1 d-block mb-3 opacity-25"></i>
     <p class="mb-3">No inspection schedules configured yet.</p>
+    {% if can_manage_schedules %}
     <a href="{{ url_for('inspection_schedules.create') }}" class="btn btn-primary">
       <i class="bi bi-plus-circle"></i> Create First Schedule
     </a>
+    {% endif %}
+    {% endif %}
   </div>
 </div>
 {% endif %}

app/templates/inspections/execute.html

@@ -439,7 +439,7 @@
           </label>
           {# Thumbnail shown after AJAX upload or when a saved path exists #}
           {% if saved %}
-          <img src="{{ url_for('static', filename=saved) }}"
+          <img src="{{ media_url(saved) }}"
                id="thumb_{{ fid }}"
                alt="Photo"
                style="max-height:60px;max-width:100%;border-radius:4px;margin-top:.3rem;object-fit:cover;">
@@ -564,7 +564,7 @@
           <option value="0">— Unassigned —</option>
           {% set staff = staff_for_flag_issue %}
           {% if staff %}{% for u in staff %}
-          <option value="{{ u.id }}">{{ u.display_name }}</option>
+          <option value="{{ u.id }}">{{ u.display_name }}{{ ' (Customer)' if u.is_external_inspector }}</option>
           {% endfor %}{% endif %}
         </select>
       </div>

app/templates/inspections/list.html

@@ -3,11 +3,18 @@
 {% block content %}
 <div class="d-flex justify-content-between align-items-center mb-4">
   <h2><i class="bi bi-clipboard-data"></i> Inspections</h2>
+  {# Customer Directors schedule inspections for their own facilities, so the
+     Scheduled link is theirs too — but starting an ad-hoc inspection is not. #}
+  <div class="d-flex gap-2">
+    <a href="{{ url_for('inspection_schedules.index') }}" class="btn btn-outline-secondary">
+      <i class="bi bi-calendar-check"></i> Scheduled
+    </a>
     {% if current_user.role != 'customer' %}
     <a href="{{ url_for('inspections.start') }}" class="btn btn-primary">
       <i class="bi bi-plus-circle"></i> New Inspection
     </a>
     {% endif %}
+  </div>
 </div>
 
 {# Filters #}
@@ -101,10 +108,15 @@
 <div class="card shadow-sm">
   <div class="card-body p-0">
     {% if inspections.items %}
+    {% include 'partials/bulk_inspections_toolbar.html' %}
     <div class="table-responsive">
       <table class="table table-hover mb-0">
         <thead class="table-light">
           <tr>
+            <th style="width:34px;">
+              <input type="checkbox" class="form-check-input bulk-check-all"
+                     title="Select all on this page" aria-label="Select all">
+            </th>
             <th>#</th><th>Date</th><th>Contract</th><th>Facility</th><th>Area</th>
             <th>Template</th><th>Inspector</th><th>Score</th>
             <th>Status</th><th></th>
@@ -113,6 +125,11 @@
         <tbody>
           {% for ins in inspections.items %}
           <tr>
+            <td>
+              <input type="checkbox" class="form-check-input bulk-check"
+                     form="inspectionsBulkForm" name="inspection_ids" value="{{ ins.id }}"
+                     aria-label="Select inspection #{{ ins.id }}">
+            </td>
             <td><small class="text-muted">#{{ ins.id }}</small></td>
             <td>{{ ins.inspection_date.strftime('%Y-%m-%d %H:%M') }}</td>
             <td><small>{{ ins.facility.project.name if ins.facility and ins.facility.project else '—' }}</small></td>
@@ -147,9 +164,9 @@
             </td>
             <td class="text-nowrap">
               {% if ins.status == 'in_progress' or ins.status == 'flagged' %}
-              <a href="{{ url_for('inspections.execute', inspection_id=ins.id) }}" class="btn btn-sm btn-outline-primary insp-list-link">Continue</a>
+              <a href="{{ url_for('inspections.execute', inspection_id=ins.id, next=current_url()) }}" class="btn btn-sm btn-outline-primary insp-list-link">Continue</a>
               {% else %}
-              <a href="{{ url_for('inspections.view', inspection_id=ins.id) }}" class="btn btn-sm btn-outline-secondary insp-list-link">View</a>
+              <a href="{{ url_for('inspections.view', inspection_id=ins.id, next=current_url()) }}" class="btn btn-sm btn-outline-secondary insp-list-link">View</a>
               {% endif %}
               {% if current_user.role in ['admin', 'director'] %}
               <button type="button"
@@ -211,6 +228,7 @@
         </button>
         <form id="deleteInspectionForm" method="POST" action="" class="d-inline">
           <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+          <input type="hidden" name="next" value="{{ current_url() }}">
           <button type="submit" class="btn btn-danger">
             <i class="bi bi-trash3-fill"></i> Delete Permanently
           </button>
@@ -223,6 +241,7 @@
 {% endblock %}
 
 {% block extra_js %}
+{% include 'partials/bulk_select_js.html' %}
 <script>
 (function () {
   'use strict';

app/templates/inspections/start.html

@@ -14,8 +14,14 @@
 
           <div class="mb-3">
             {{ form.template_id.label(class="form-label fw-semibold") }}
-            {{ form.template_id(class="form-select" + (" is-invalid" if form.template_id.errors else "")) }}
+            {{ form.template_id(class="form-select" + (" is-invalid" if form.template_id.errors else ""), id="templateSelect") }}
             {% for e in form.template_id.errors %}<div class="invalid-feedback">{{ e }}</div>{% endfor %}
+            {# phase52 — the list shows shared forms plus the ones attached to
+               the selected contract, refreshed by JS when the contract changes. #}
+            <div class="form-text">Shows forms available on the selected contract.</div>
+            <div id="templateEmpty" class="form-text text-danger d-none">
+              No forms are available on this contract yet.
+            </div>
           </div>
 
           <div class="mb-3">
@@ -55,6 +61,8 @@
 <script>
 (function () {
   const projectSel  = document.getElementById('projectSelect');
+  const templateSel = document.getElementById('templateSelect');
+  const templateEmpty = document.getElementById('templateEmpty');
   const facilitySel = document.getElementById('facilitySelect');
   const spinner     = document.getElementById('facilitySpinner');
   const emptyMsg    = document.getElementById('facilityEmpty');
@@ -62,6 +70,7 @@
   const areaSel     = document.getElementById('areaSelect');
 
   const FACILITIES_URL = `{{ url_for('inspections.facilities_for_project', project_id=0) }}`.replace('/0', '/');
+  const TEMPLATES_URL  = `{{ url_for('inspections.templates_for_project', project_id=0) }}`.replace('/0', '/');
   const AREAS_URL      = `{{ url_for('inspections.areas_for_facility', facility_id=0) }}`.replace('/0', '/');
 
   function loadAreas(facilityId, selectedAreaId) {
@@ -93,6 +102,28 @@
       });
   }
 
+  // Forms are per-contract (phase52): a customer's bespoke form must not be
+  // offered on another customer's facilities. Keeps the currently selected
+  // form if it is still valid on the new contract.
+  function loadTemplates(projectId) {
+    if (!projectId || !templateSel) return;
+    const keep = templateSel.value;
+    fetch(TEMPLATES_URL + projectId)
+      .then(r => r.json())
+      .then(data => {
+        templateSel.innerHTML = '';
+        data.forEach(t => {
+          const opt = document.createElement('option');
+          opt.value = t.id;
+          opt.textContent = t.name;
+          if (String(t.id) === keep) opt.selected = true;
+          templateSel.appendChild(opt);
+        });
+        templateEmpty.classList.toggle('d-none', data.length > 0);
+      })
+      .catch(() => {});   // leave the server-rendered list in place
+  }
+
   function loadFacilities(projectId, selectedFacilityId, selectedAreaId) {
     if (!projectId) return;
     spinner.classList.remove('d-none');
@@ -129,6 +160,7 @@
 
   projectSel.addEventListener('change', function () {
     loadFacilities(this.value, null, null);
+    loadTemplates(this.value);
   });
 
   facilitySel.addEventListener('change', function () {

app/templates/inspections/view.html

@@ -1,6 +1,13 @@
 {% extends "base.html" %}
 {% block title %}Inspection #{{ inspection.id }} — Results{% endblock %}
 
+{# The filtered list URL this page was opened from. Defined at TOP LEVEL, not
+   inside the content block: Jinja blocks do not share scope, and the follow-up
+   modal below sits in the extra_js block — from there a content-scoped
+   back_url is Undefined and posts next="", silently dropping the very filters
+   this mechanism exists to preserve. #}
+{% set back_url = request.args.get('next') or url_for('inspections.index') %}
+
 {% block extra_css %}
 <link href="https://fonts.googleapis.com/css2?family=DM+Sans:wght@400;500;600&display=swap" rel="stylesheet">
 <style>
@@ -338,7 +345,10 @@
 
   {# Action bar #}
   <div class="d-flex justify-content-between align-items-center mb-3">
-    <a id="backToInspectionsBtn" href="{{ url_for('inspections.index') }}" class="btn btn-sm btn-outline-secondary">
+    {# `next` carries the filtered list URL from the list page; the
+       sessionStorage fallback below still covers links opened before
+       this page started sending one. #}
+    <a id="backToInspectionsBtn" href="{{ back_url }}" class="btn btn-sm btn-outline-secondary">
       <i class="bi bi-arrow-left"></i> Back to Inspections
     </a>
     <div class="d-flex gap-2">
@@ -349,13 +359,28 @@
       <button onclick="window.print()" class="btn btn-sm btn-outline-secondary">
         <i class="bi bi-printer"></i> Print
       </button>
-      {% if current_user.role not in ['customer'] %}
+      {# Offered to managers, to the inspector who did this inspection, and to
+         whoever the follow-up was assigned to (phase56). Not to any other
+         inspector who can merely SEE it: reinspect() refuses them, and showing
+         a button that fails on click is the mismatch this page just fixed. #}
+      {% if current_user.role not in ['customer']
+            and (is_own_inspection or owns_follow_up) %}
       <a href="{{ url_for('inspections.reinspect', inspection_id=inspection.id) }}"
          class="btn btn-sm btn-outline-primary"
          title="Start a follow-up re-inspection with the same template and facility">
         <i class="bi bi-arrow-repeat"></i> Re-inspect
       </a>
       {% endif %}
+      {# phase49 — customers may REQUEST a follow-up on their own completed
+         inspections; only admin/director can clear one. #}
+      {% if current_user.role == 'customer' and inspection.status == 'completed'
+            and not inspection.follow_up_required %}
+      <button type="button" class="btn btn-sm btn-outline-warning"
+              data-bs-toggle="modal" data-bs-target="#followupModal"
+              title="Ask the team to re-inspect this facility">
+        <i class="bi bi-flag"></i> Request Follow-up
+      </button>
+      {% endif %}
       {% if current_user.role in ['admin','director'] %}
       {% if not inspection.follow_up_required %}
       <button type="button" class="btn btn-sm btn-outline-warning"
@@ -368,6 +393,7 @@
             action="{{ url_for('inspections.clear_followup', inspection_id=inspection.id) }}"
             class="d-inline">
         <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+        <input type="hidden" name="next" value="{{ back_url }}">
         <button class="btn btn-sm btn-warning">
           <i class="bi bi-flag-fill"></i> Clear Follow-up
         </button>
@@ -376,6 +402,7 @@
       <form method="post" action="{{ url_for('inspections.delete', inspection_id=inspection.id) }}"
             onsubmit="return confirm('Delete this inspection permanently?')">
         <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+        <input type="hidden" name="next" value="{{ back_url }}">
         <button class="btn btn-sm btn-outline-danger"><i class="bi bi-trash3"></i> Delete</button>
       </form>
       {% endif %}
@@ -388,13 +415,43 @@
     <i class="bi bi-flag-fill mt-1"></i>
     <div>
       <strong>Follow-up Inspection Required</strong>
+      {# phase49 — who asked, and whether it was the client or our own staff. #}
+      {% if inspection.follow_up_requester %}
+      <span class="badge {{ 'bg-info text-dark' if inspection.follow_up_requester.role == 'customer' else 'bg-secondary' }} ms-1">
+        {{ 'Requested by customer' if inspection.follow_up_requester.role == 'customer' else 'Requested by staff' }}:
+        {{ inspection.follow_up_requester.display_name }}
+      </span>
+      {% endif %}
+      {% if inspection.follow_up_requested_at %}
+      <span class="small text-muted ms-1">{{ inspection.follow_up_requested_at.strftime('%b %d, %Y %I:%M %p') }}</span>
+      {% endif %}
+      {# Who is expected to DO it — the assignee when one was named, otherwise
+         the original inspector (Inspection.follow_up_owner). #}
+      {% if inspection.follow_up_owner %}
+      <div class="small mt-1">
+        <i class="bi bi-person-check me-1"></i>Assigned to
+        <strong>{{ inspection.follow_up_owner.display_name }}</strong>
+        {% if not inspection.follow_up_assignee %}
+        <span class="text-muted">(original inspector)</span>
+        {% elif inspection.follow_up_owner.id == current_user.id %}
+        <span class="badge bg-warning text-dark ms-1">You</span>
+        {% endif %}
+      </div>
+      {% endif %}
       {% if inspection.follow_up_note %}<br><span class="small">{{ inspection.follow_up_note }}</span>{% endif %}
+      {# Re-inspection is staff work — reinspect() already refuses customers —
+         and among inspectors it belongs to the follow-up's OWNER. #}
+      {% if current_user.role != 'customer'
+            and (is_own_inspection or owns_follow_up) %}
       <div class="mt-2">
         <a href="{{ url_for('inspections.reinspect', inspection_id=inspection.id) }}"
            class="btn btn-sm btn-warning">
           <i class="bi bi-arrow-repeat me-1"></i>Start Re-inspection
         </a>
       </div>
+      {% else %}
+      <div class="small mt-1">The team has been notified and will schedule the re-inspection.</div>
+      {% endif %}
     </div>
   </div>
   {% endif %}
@@ -475,6 +532,13 @@
       </div>
     </div>
     <div class="d-flex align-items-center gap-2">
+      {# Parity with ST phase43: show that this run came from a schedule. Uses
+         MT's own column/relationship names (inspection_schedule_id). #}
+      {% if inspection.inspection_schedule_id %}
+      <span class="badge bg-info text-dark fs-6" title="Created from a scheduled inspection">
+        <i class="bi bi-calendar-check"></i> Scheduled{% if inspection.inspection_schedule %} · {{ inspection.inspection_schedule.recurrence_label }}{% endif %}
+      </span>
+      {% endif %}
       <span class="badge bg-{{ 'success' if inspection.status == 'completed' else 'danger' if inspection.status == 'flagged' else 'secondary' }} fs-6">
         {{ inspection.status|replace('_',' ')|title }}
       </span>
@@ -508,6 +572,12 @@
         <span class="lbl">Frequency</span>
         <span class="val">{{ inspection.template.frequency|title }}</span>
       </div>
+      {% if inspection.inspection_schedule and inspection.inspection_schedule.creator %}
+      <div class="meta-item">
+        <span class="lbl">Scheduled By</span>
+        <span class="val">{{ inspection.inspection_schedule.creator.display_name }}</span>
+      </div>
+      {% endif %}
     </div>
 
     {# ── Submission GPS (admin / director only) ──────────────────────────── #}
@@ -688,7 +758,7 @@
                   <div style="display:flex;align-items:center;flex:1;min-height:0;">
                     {% if val %}
                     <button type="button" class="btn-view-media"
-                            onclick="openMedia('{{ url_for('static', filename=val) }}','{{ field.label | e }}')">
+                            onclick="openMedia('{{ media_url(val) }}','{{ field.label | e }}')">
                       <i class="bi bi-image"></i> View Photo
                     </button>
                     {% else %}
@@ -854,7 +924,11 @@
 {% block extra_js %}
 <script>
 (function () {
-  var backUrl = sessionStorage.getItem('insp_list_back_url');
+  // A server-provided `next` is authoritative — it reflects the list this
+  // page was actually opened from. Only fall back to sessionStorage when
+  // there is none (e.g. a link created before `next` was threaded in).
+  var hasNext = {{ 'true' if request.args.get('next') else 'false' }};
+  var backUrl = hasNext ? null : sessionStorage.getItem('insp_list_back_url');
   if (backUrl) {
     var btn = document.getElementById('backToInspectionsBtn');
     if (btn) btn.href = backUrl;
@@ -880,20 +954,65 @@ document.addEventListener('keydown', e => { if (e.key === 'Escape') closeMedia()
   <div class="modal-dialog">
     <form method="POST" action="{{ url_for('inspections.flag_followup', inspection_id=inspection.id) }}">
       <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+      <input type="hidden" name="next" value="{{ back_url }}">
       <div class="modal-content">
+        {% set is_cust = current_user.role == 'customer' %}
         <div class="modal-header">
-          <h5 class="modal-title"><i class="bi bi-flag me-2"></i>Flag Follow-up Required</h5>
+          <h5 class="modal-title">
+            <i class="bi bi-flag me-2"></i>{{ 'Request a Follow-up Inspection' if is_cust else 'Flag Follow-up Required' }}
+          </h5>
           <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
         </div>
         <div class="modal-body">
-          <label class="form-label fw-semibold">Reason / Notes <span class="text-muted small">(optional)</span></label>
+          {% if is_cust %}
+          <p class="small text-muted">
+            Ask the team to re-inspect this facility. Your request is sent to the
+            inspector and management right away.
+          </p>
+          {% endif %}
+          <label class="form-label fw-semibold">
+            {{ 'What still needs attention?' if is_cust else 'Reason / Notes' }}
+            <span class="text-muted small">(optional)</span>
+          </label>
           <textarea name="follow_up_note" class="form-control" rows="3"
                     placeholder="Describe what needs to be addressed in the follow-up inspection…"></textarea>
+
+          {# ── Assign it (phase56) ────────────────────────────────────────
+             Optional. Left blank, the follow-up stays with whoever performed
+             the original inspection — the behaviour before this existed. The
+             list is contract-scoped in _followup_assignees_for(), so a
+             Customer Director only ever sees inspectors on their own
+             contracts. #}
+          {% if followup_assignees %}
+          <div class="mt-3">
+            <label class="form-label fw-semibold">
+              Assign to
+              <span class="text-muted small">(optional)</span>
+            </label>
+            <select name="follow_up_assigned_to" class="form-select">
+              <option value="">
+                — {{ inspection.inspector.display_name }} (original inspector) —
+              </option>
+              {% for u in followup_assignees %}
+              {% if u.id != inspection.inspector_id %}
+              <option value="{{ u.id }}">
+                {{ u.display_name }}{{ ' (Customer)' if u.is_external_inspector }}
+              </option>
+              {% endif %}
+              {% endfor %}
+            </select>
+            <div class="form-text">
+              Choose someone else to carry out the re-inspection. They are
+              notified and it appears in their list on the web and the iPad;
+              the original inspector is not asked to do it.
+            </div>
+          </div>
+          {% endif %}
         </div>
         <div class="modal-footer">
           <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
           <button type="submit" class="btn btn-warning">
-            <i class="bi bi-flag me-1"></i>Flag Follow-up
+            <i class="bi bi-flag me-1"></i>{{ 'Send Request' if is_cust else 'Flag Follow-up' }}
           </button>
         </div>
       </div>

app/templates/issues/form.html

@@ -46,6 +46,93 @@
           </div>
           {% endif %}
 
+          {# ── Handled By (phase44) — staff only; customers stay internal ── #}
+          {% if current_user.role != 'customer' %}
+          <hr class="my-3">
+          <p class="fw-semibold mb-2">
+            <i class="bi bi-person-check me-1 text-secondary"></i>Handled By
+          </p>
+          <div class="mb-3">
+            {{ form.handler_type(class="form-select", id="handlerTypeSelect") }}
+            <div class="form-text" id="handlerTypeHelp"></div>
+          </div>
+
+          <div id="internalHandlerFields">
+            <div class="mb-2">
+              {{ form.internal_handler_name.label(class="form-label small fw-semibold mb-1") }}
+              {{ form.internal_handler_name(class="form-control form-control-sm",
+                 placeholder="Crew member handling this") }}
+            </div>
+            <div class="mb-3">
+              {{ form.internal_handler_contact.label(class="form-label small fw-semibold mb-1") }}
+              {{ form.internal_handler_contact(class="form-control form-control-sm",
+                 placeholder="Phone or email") }}
+            </div>
+          </div>
+
+          <div id="facilityHandlerFields" style="display:none;">
+            <div class="mb-2">
+              {{ form.facility_handler_name.label(class="form-label small fw-semibold mb-1") }}
+              {{ form.facility_handler_name(class="form-control form-control-sm",
+                 placeholder="Contact name at the facility") }}
+            </div>
+            <div class="mb-2">
+              {{ form.facility_handler_contact.label(class="form-label small fw-semibold mb-1") }}
+              {{ form.facility_handler_contact(class="form-control form-control-sm",
+                 placeholder="Phone or email") }}
+            </div>
+            <div class="mb-3">
+              {{ form.facility_handler_notes.label(class="form-label small fw-semibold mb-1") }}
+              {{ form.facility_handler_notes(class="form-control form-control-sm", rows=2,
+                 placeholder="Notes about what they are handling…") }}
+            </div>
+          </div>
+
+          <div id="vendorHandlerFields" style="display:none;">
+            <div class="mb-2">
+              {{ form.vendor_name.label(class="form-label small fw-semibold mb-1") }}
+              {{ form.vendor_name(class="form-control form-control-sm",
+                 placeholder="Contractor or vendor name") }}
+            </div>
+            <div class="mb-2">
+              {{ form.vendor_contact.label(class="form-label small fw-semibold mb-1") }}
+              {{ form.vendor_contact(class="form-control form-control-sm",
+                 placeholder="Phone or email") }}
+            </div>
+            <div class="mb-3">
+              {{ form.vendor_notes.label(class="form-label small fw-semibold mb-1") }}
+              {{ form.vendor_notes(class="form-control form-control-sm", rows=2,
+                 placeholder="Scope, quote reference, etc.") }}
+            </div>
+          </div>
+
+          <script>
+          (function(){
+            var sel   = document.getElementById('handlerTypeSelect');
+            var help  = document.getElementById('handlerTypeHelp');
+            var boxes = {
+              internal: document.getElementById('internalHandlerFields'),
+              facility: document.getElementById('facilityHandlerFields'),
+              vendor:   document.getElementById('vendorHandlerFields')
+            };
+            var notes = {
+              internal: {{ (issue_handler_descriptions or {}).get('internal', '')|tojson }},
+              facility: {{ (issue_handler_descriptions or {}).get('facility', '')|tojson }},
+              vendor:   {{ (issue_handler_descriptions or {}).get('vendor',   '')|tojson }}
+            };
+            function sync(){
+              var v = sel ? sel.value : 'internal';
+              for (var k in boxes){
+                if (boxes[k]) { boxes[k].style.display = (k === v) ? '' : 'none'; }
+              }
+              if (help) { help.textContent = notes[v] || ''; }
+            }
+            if (sel){ sel.addEventListener('change', sync); }
+            sync();
+          })();
+          </script>
+          {% endif %}
+
           <div class="d-flex gap-2">
             <button type="submit" class="btn btn-danger">Log Issue</button>
             <a href="{{ url_for('issues.index') }}" class="btn btn-outline-secondary">Cancel</a>

app/templates/issues/list.html

@@ -3,7 +3,7 @@
 {% block content %}
 <div class="d-flex justify-content-between align-items-center mb-4">
   <h2><i class="bi bi-exclamation-triangle"></i> Issues</h2>
-  {% if current_user.role in ['admin','director','customer'] %}
+  {% if current_user.role in ['admin','director','customer','auditor'] %}
   <a href="{{ url_for('issues.create') }}" class="btn btn-danger">
     <i class="bi bi-plus-circle"></i> Log Issue
   </a>
@@ -115,10 +115,15 @@
 <div class="card shadow-sm">
   <div class="card-body p-0">
     {% if issues.items %}
+    {% include 'partials/bulk_issues_toolbar.html' %}
     <div class="table-responsive">
       <table class="table table-hover mb-0">
         <thead class="table-light">
           <tr>
+            <th style="width:34px;">
+              <input type="checkbox" class="form-check-input bulk-check-all"
+                     title="Select all on this page" aria-label="Select all">
+            </th>
             <th>#</th>
             <th>Reported</th>
             <th>Severity</th>
@@ -137,6 +142,11 @@
           {% set is_following = issue.id in followed_ids %}
           {% set sla = sla_status(issue) %}
           <tr class="{{ 'table-danger' if sla == 'breached' else 'table-warning' if sla == 'at_risk' else '' }}">
+            <td>
+              <input type="checkbox" class="form-check-input bulk-check"
+                     form="issuesBulkForm" name="issue_ids" value="{{ issue.id }}"
+                     aria-label="Select issue #{{ issue.id }}">
+            </td>
             <td><small class="text-muted">#{{ issue.id }}</small></td>
             <td><small>{{ issue.reported_at.strftime('%Y-%m-%d %H:%M') }}</small></td>
             <td>
@@ -176,12 +186,12 @@
               {% else %}<span class="text-muted">—</span>{% endif %}
             </td>
             <td>
-              {% if current_user.role in ['admin', 'director'] and issue.status != 'resolved' %}
+              {% if current_user.role in ['admin', 'director', 'auditor'] and issue.status != 'resolved' %}
               <div class="d-flex align-items-center gap-1 quick-assign-wrap" data-issue-id="{{ issue.id }}">
                 <select class="form-select form-select-sm quick-assign-select" style="min-width:110px;font-size:.78rem;">
                   <option value="">— Unassigned —</option>
                   {% for u in staff %}
-                  <option value="{{ u.id }}" {{ 'selected' if issue.assigned_to == u.id }}>{{ u.display_name }}</option>
+                  <option value="{{ u.id }}" {{ 'selected' if issue.assigned_to == u.id }}>{{ u.display_name }}{{ ' (Customer)' if u.is_external_inspector }}</option>
                   {% endfor %}
                 </select>
                 <span class="quick-assign-spinner spinner-border spinner-border-sm text-secondary d-none" role="status"></span>
@@ -202,7 +212,7 @@
                     class="d-inline"
                     title="Unfollow this issue">
                 <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
-                <input type="hidden" name="next" value="{{ url_for('issues.index', page=issues.page, issue_id=issue_id_filter, severity=severity_filter, status=status_filter, contract_id=contract_filter, facility_id=facility_filter, date_from=date_from_filter, date_to=date_to_filter, reporter_id=reporter_filter) }}">
+                <input type="hidden" name="next" value="{{ current_url() }}">
                 <button type="submit" class="btn btn-sm btn-outline-primary p-0 px-1 me-1"
                         title="Unfollow">
                   <i class="bi bi-bell-slash" style="font-size:.75rem;"></i>
@@ -210,9 +220,9 @@
               </form>
               {% endif %}
 
-              <a href="{{ url_for('issues.view', issue_id=issue.id) }}"
+              <a href="{{ url_for('issues.view', issue_id=issue.id, next=current_url()) }}"
                  class="btn btn-sm btn-outline-secondary">
-                {% if current_user.role in ['admin','director'] or issue.assigned_to == current_user.id %}
+                {% if current_user.role in ['admin','director','auditor'] or issue.assigned_to == current_user.id %}
                   <i class="bi bi-pencil"></i> Edit
                 {% else %}
                   <i class="bi bi-eye"></i> View
@@ -223,6 +233,7 @@
                     class="d-inline"
                     onsubmit="return confirm('Permanently delete Issue #{{ issue.id }}? This cannot be undone.');">
                 <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+                <input type="hidden" name="next" value="{{ current_url() }}">
                 <button type="submit" class="btn btn-sm btn-outline-danger"
                         title="Delete Issue #{{ issue.id }}">
                   <i class="bi bi-trash"></i>
@@ -259,6 +270,7 @@
 {% endblock %}
 
 {% block extra_js %}
+{% include 'partials/bulk_select_js.html' %}
 <script>
 (function () {
   'use strict';
@@ -294,7 +306,7 @@
 }());
 </script>
 
-{% if current_user.role in ['admin', 'director'] %}
+{% if current_user.role in ['admin', 'director', 'auditor'] %}
 <script>
 (function () {
   'use strict';

app/templates/issues/view.html

@@ -18,7 +18,31 @@
 {% endblock %}
 
 {% block content %}
-{% set can_edit = current_user.role in ['admin','director'] or issue.assigned_to == current_user.id %}
+{% set can_edit = current_user.role in ['admin','director','auditor'] or issue.assigned_to == current_user.id %}
+{# The filtered list URL this page was opened from (phase: filter
+   preservation). Threaded into every action so an update or delete
+   returns to the same filtered page, and used by the Back button. #}
+{% set back_url = request.args.get('next') or url_for('issues.index') %}
+{# Is the viewer OUR staff? Drives the internal-only chrome on this page: the
+   "comments are visible to everyone" warning and the per-comment
+   "Customer visible" / "Staff only" badges. Both are instructions about how WE
+   work and must never reach a customer account.
+
+   Written as an explicit ALLOWLIST of our own roles, deliberately:
+
+   * It FAILS CLOSED. The obvious form, `not current_user.is_customer_account`,
+     fails OPEN — if the attribute is missing for any reason (a process still
+     running an older models/user.py after a template-only reload, say) Jinja
+     yields Undefined, `not Undefined` is true, and the internal text is shown
+     to exactly the people it must be hidden from. An allowlist of literal role
+     strings can only ever be true for a role we listed.
+   * `external_inspector` is absent ON PURPOSE. This is NOT the rule-87 case:
+     rule 87 is about capability/scoping, where a Customer Inspector must
+     behave exactly like our own inspector. Here the question is "does this
+     person work for us?", which is the one place the two genuinely differ.
+     Do not "fix" this by adding external_inspector to the list. #}
+{% set viewer_is_our_staff = current_user.role in
+     ['admin', 'director', 'project_manager', 'auditor', 'inspector'] %}
 
 <div class="row">
   {# ══════════════════════════════════ LEFT COLUMN ══════════════════════════════════ #}
@@ -76,10 +100,11 @@
           <dt class="col-sm-3">Assigned To</dt>
           <dd class="col-sm-9">{{ issue.assigned_user.display_name if issue.assigned_user else '— Unassigned —' }}</dd>
 
-          {% if issue.handler_type and issue.handler_type != 'internal' %}
+          {% set _ht = issue.handler_type or 'internal' %}
+          {% if _ht != 'internal' or issue.internal_handler_name or issue.internal_handler_contact %}
           <dt class="col-sm-3">Handled By</dt>
           <dd class="col-sm-9">
-            {% if issue.handler_type == 'facility' %}
+            {% if _ht == 'facility' %}
             <span class="badge bg-secondary">
               <i class="bi bi-building me-1"></i>Facility Staff
             </span>
@@ -92,8 +117,18 @@
             {% if issue.facility_handler_notes %}
             <div class="text-muted small mt-1" style="white-space:pre-wrap;">{{ issue.facility_handler_notes }}</div>
             {% endif %}
-            {% elif issue.handler_type == 'vendor' %}
+            {% elif _ht == 'vendor' %}
             <span class="badge bg-dark"><i class="bi bi-person-gear me-1"></i>External Vendor</span>
+            {% else %}
+            <span class="badge bg-light text-dark border">
+              <i class="bi bi-people me-1"></i>Janitorial Staff
+            </span>
+            {% if issue.internal_handler_name %}
+            <span class="ms-2 fw-semibold">{{ issue.internal_handler_name }}</span>
+            {% endif %}
+            {% if issue.internal_handler_contact %}
+            <span class="text-muted ms-2">{{ issue.internal_handler_contact }}</span>
+            {% endif %}
             {% endif %}
           </dd>
           {% endif %}
@@ -127,14 +162,14 @@
         <h6>Photo Evidence</h6>
         <div class="d-flex flex-wrap gap-2">
           {% if issue.photo_path %}
-          <a href="{{ url_for('static', filename=issue.photo_path) }}" target="_blank">
-            <img src="{{ url_for('static', filename=issue.photo_path) }}"
+          <a href="{{ media_url(issue.photo_path) }}" target="_blank">
+            <img src="{{ media_url(issue.photo_path) }}"
                  class="img-fluid rounded" style="max-height:300px; max-width:100%;">
           </a>
           {% endif %}
           {% for photo in (issue.mobile_photo_paths or []) %}
-          <a href="{{ url_for('static', filename=photo) }}" target="_blank">
-            <img src="{{ url_for('static', filename=photo) }}"
+          <a href="{{ media_url(photo) }}" target="_blank">
+            <img src="{{ media_url(photo) }}"
                  class="rounded border" style="max-height:300px; max-width:100%; object-fit:cover;">
           </a>
           {% endfor %}
@@ -150,8 +185,8 @@
         {% if issue.result_photos %}
         <div class="d-flex flex-wrap gap-2 mt-2">
           {% for photo in issue.result_photos %}
-          <a href="{{ url_for('static', filename=photo) }}" target="_blank">
-            <img src="{{ url_for('static', filename=photo) }}"
+          <a href="{{ media_url(photo) }}" target="_blank">
+            <img src="{{ media_url(photo) }}"
                  class="rounded border" style="max-height:120px; max-width:160px; object-fit:cover;"
                  alt="Result photo">
           </a>
@@ -174,8 +209,9 @@
         <div class="alert alert-info py-2 mb-0">
           <i class="bi bi-hourglass-split me-1"></i>
           <strong>Awaiting director verification.</strong>
-          {% if current_user.role in ['admin','director'] %}
+          {% if current_user.role in ['admin','director','auditor'] %}
           <form method="POST" action="{{ url_for('issues.verify', issue_id=issue.id) }}" class="mt-2">
+          <input type="hidden" name="next" value="{{ back_url }}">
             <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
             <div class="mb-2">
               <input type="text" name="verification_note" class="form-control form-control-sm"
@@ -191,6 +227,84 @@
       </div>
     </div>
 
+    {# ── Linked issues ──────────────────────────────────────────────────────
+       Duplicates and related issues, so whoever picks this one up can reach the
+       others. `issue_links` arrives already filtered to links whose far end this
+       viewer may open (_readable_links) — do NOT add links from the model
+       directly here, or a customer sees an issue at a facility they have no
+       assignment to. Links are navigational only: nothing here changes status,
+       SLA, assignee or followers on either issue. #}
+    <div class="card shadow-sm mb-4" id="linked-issues-section">
+      <div class="card-header bg-light d-flex justify-content-between align-items-center">
+        <h6 class="mb-0">
+          <i class="bi bi-link-45deg me-1"></i>Linked Issues
+          <span class="badge bg-secondary rounded-pill ms-1">{{ issue_links|length }}</span>
+        </h6>
+        {% if can_manage_links %}
+        <button type="button" class="btn btn-sm btn-outline-primary"
+                data-bs-toggle="modal" data-bs-target="#linkIssueModal">
+          <i class="bi bi-plus-lg me-1"></i>Link an Issue
+        </button>
+        {% endif %}
+      </div>
+
+      <div class="card-body py-2">
+        {% if issue_links %}
+        <div class="list-group list-group-flush">
+          {% for link, other, label in issue_links %}
+          <div class="list-group-item px-0 py-2 d-flex align-items-start gap-2 flex-wrap">
+            <span class="badge {{ 'bg-warning text-dark' if link.link_type == 'duplicate' else 'bg-info text-dark' }} mt-1"
+                  style="min-width:7.5rem;">{{ label }}</span>
+
+            <div class="flex-grow-1" style="min-width:14rem;">
+              <a href="{{ url_for('issues.view', issue_id=other.id, next=back_url) }}"
+                 class="fw-semibold text-decoration-none">#{{ other.id }}</a>
+              <span class="text-muted small ms-1">
+                {{ other.area.name if other.area
+                   else other.resolved_facility.name if other.resolved_facility else '—' }}
+              </span>
+              <div class="small text-muted text-truncate" style="max-width:38rem;">
+                {{ other.description }}
+              </div>
+            </div>
+
+            <div class="d-flex align-items-center gap-1 mt-1">
+              <span class="badge bg-{{ 'danger' if other.severity in ['critical','high']
+                                       else 'warning text-dark' if other.severity == 'medium'
+                                       else 'secondary' }}">{{ other.severity|title }}</span>
+              <span class="badge bg-{{ 'success' if other.status == 'resolved'
+                                       else 'info text-dark' if other.status == 'pending_verification'
+                                       else 'light text-dark' }}">
+                {{ other.status|replace('_',' ')|title }}
+              </span>
+              {% if can_manage_links %}
+              <form method="POST" class="mb-0 ms-1"
+                    action="{{ url_for('issues.remove_link', issue_id=issue.id, link_id=link.id) }}"
+                    onsubmit="return confirm('Remove the link between #{{ issue.id }} and #{{ other.id }}? Neither issue is changed or deleted.');">
+                <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+                <input type="hidden" name="next" value="{{ back_url }}">
+                <button type="submit" class="btn btn-sm btn-link text-muted p-0 px-1"
+                        title="Remove this link">
+                  <i class="bi bi-x-lg"></i>
+                </button>
+              </form>
+              {% endif %}
+            </div>
+          </div>
+          {% endfor %}
+        </div>
+        {% else %}
+        <p class="text-muted small mb-0 py-1">
+          <i class="bi bi-info-circle me-1"></i>
+          No linked issues.
+          {% if can_manage_links %}
+          Use <strong>Link an Issue</strong> to point at a duplicate or a related issue.
+          {% endif %}
+        </p>
+        {% endif %}
+      </div>
+    </div>
+
     {# ── Comments ───────────────────────────────────────────────────────── #}
     <div class="card shadow-sm mb-4" id="comments-section">
       <div class="card-header bg-light d-flex justify-content-between align-items-center">
@@ -219,8 +333,12 @@
                 {% else %}
                 <span class="badge bg-secondary" style="font-size:.65rem;">{{ c.author.role|replace('_',' ')|title }}</span>
                 {% endif %}
-                {# Visibility indicator — staff only #}
-                {% if current_user.role != 'customer' %}
+                {# Visibility indicator — OUR staff only, and only while the
+                   per-comment flag still decides anything. While comments_open
+                   is set EVERY comment reaches the customer, so a "Staff only"
+                   badge would be a lie; it is suppressed rather than shown
+                   incorrectly. #}
+                {% if viewer_is_our_staff and not comments_open %}
                   {% if c.is_customer_visible %}
                   <span class="badge bg-success bg-opacity-10 text-success border border-success"
                         style="font-size:.6rem;" title="Customer can see this comment">
@@ -263,6 +381,7 @@
       <div class="card-body">
         <p class="fw-semibold small mb-2">Add Comment</p>
         <form method="post">
+          <input type="hidden" name="next" value="{{ back_url }}">
           <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
           <input type="hidden" name="status" value="{{ issue.status }}">
           <input type="hidden" name="assigned_to" value="{{ issue.assigned_to or 0 }}">
@@ -270,6 +389,25 @@
             <textarea name="update_notes" class="form-control" rows="3"
                       placeholder="Write a comment…" required></textarea>
           </div>
+          {# While comments_open is set, every comment reaches the customer, so
+             the "Share with customer" tick decides nothing. Saying so plainly
+             matters: a staff member must not write something they believe is
+             private. The checkbox is still posted and recorded, so turning the
+             setting off restores its meaning immediately.
+
+             OUR STAFF ONLY. `can_edit` is also true for a Customer Inspector
+             assigned to the issue, and this banner is an internal-process
+             warning ("do not post internal-only notes") — showing it to a
+             customer account exposes how we work and reads as nonsense to
+             them, since nothing they write was ever private. #}
+          {% if comments_open and viewer_is_our_staff %}
+          <div class="alert alert-warning py-2 px-3 small mb-2">
+            <i class="bi bi-eye me-1"></i>
+            <strong>Comments are currently visible to everyone,</strong> including
+            the customer, regardless of the tick below. Do not post internal-only
+            notes here.
+          </div>
+          {% endif %}
           <div class="d-flex align-items-center justify-content-between flex-wrap gap-2">
             <div class="form-check form-check-inline mb-0">
               <input class="form-check-input" type="checkbox"
@@ -290,6 +428,7 @@
       <div class="card-body">
         <p class="fw-semibold small mb-2">Add Comment</p>
         <form method="post">
+          <input type="hidden" name="next" value="{{ back_url }}">
           <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
           <div class="mb-2">
             <textarea name="update_notes" class="form-control" rows="3"
@@ -358,12 +497,13 @@
       <div class="card-header bg-light"><h6 class="mb-0">Update Issue</h6></div>
       <div class="card-body">
         <form method="post" enctype="multipart/form-data">
+          <input type="hidden" name="next" value="{{ back_url }}">
           <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
           <div class="mb-3">
             {{ form.status.label(class="form-label fw-semibold") }}
             {{ form.status(class="form-select") }}
           </div>
-          {% if current_user.role in ['admin','director'] %}
+          {% if current_user.role in ['admin','director','auditor'] %}
           <div class="mb-3">
             {{ form.assigned_to.label(class="form-label fw-semibold") }}
             {{ form.assigned_to(class="form-select") }}
@@ -386,7 +526,7 @@
             </div>
             {% endif %}
           </div>
-          {% if current_user.role in ['admin','director','project_manager'] %}
+          {% if current_user.role in ['admin','director','project_manager','auditor'] %}
           <hr class="my-3">
           <p class="fw-semibold small mb-2">
             <i class="bi bi-person-check me-1 text-secondary"></i>Handler / Ownership
@@ -416,13 +556,30 @@
                  placeholder="Notes about what they are handling…") }}
             </div>
           </div>
+          <div id="internalHandlerFields"
+               style="{{ '' if (issue.handler_type or 'internal') == 'internal' else 'display:none;' }}">
+            <div class="mb-2">
+              {{ form.internal_handler_name.label(class="form-label small fw-semibold mb-1") }}
+              {{ form.internal_handler_name(class="form-control form-control-sm",
+                 placeholder="Crew member handling this",
+                 value=issue.internal_handler_name or '') }}
+            </div>
+            <div class="mb-3">
+              {{ form.internal_handler_contact.label(class="form-label small fw-semibold mb-1") }}
+              {{ form.internal_handler_contact(class="form-control form-control-sm",
+                 placeholder="Phone or email",
+                 value=issue.internal_handler_contact or '') }}
+            </div>
+          </div>
           <script>
           (function(){
             var sel = document.getElementById('handlerTypeSelect');
             var box = document.getElementById('facilityHandlerFields');
-            if(sel && box){
+            var inv = document.getElementById('internalHandlerFields');
+            if(sel){
               sel.addEventListener('change', function(){
-                box.style.display = (this.value === 'facility') ? '' : 'none';
+                if(box){ box.style.display = (this.value === 'facility') ? '' : 'none'; }
+                if(inv){ inv.style.display = (this.value === 'internal') ? '' : 'none'; }
               });
             }
           })();
@@ -466,58 +623,12 @@
     </div>
     {% endif %}
 
-    {# ── Vendor Work Orders (phase36) ───────────────────────────────────── #}
-    {% if current_user.role in ['admin','director','project_manager'] %}
-    <div class="card shadow-sm mt-3">
-      <div class="card-header bg-light">
-        <h6 class="mb-0"><i class="bi bi-send me-1"></i>Contractor Work Orders</h6>
-      </div>
-      <div class="card-body">
-        {% set wos = issue.work_orders.all() %}
-        {% if wos %}
-        <ul class="list-unstyled small mb-3">
-          {% for wo in wos %}
-          {% set b = {'sent':'secondary','acknowledged':'info','completed':'success'}[wo.status] %}
-          <li class="d-flex justify-content-between align-items-center border-bottom py-1">
-            <span class="text-truncate me-2">{{ wo.vendor_name }}
-              <span class="text-muted d-block" style="font-size:.75rem;">{{ wo.vendor_email }}</span>
-            </span>
-            <span class="badge bg-{{ b }}">{{ wo.status_label }}</span>
-          </li>
-          {% endfor %}
-        </ul>
-        {% endif %}
-        <form method="POST" action="{{ url_for('issues.dispatch_work_order', issue_id=issue.id) }}">
-          <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
-          <div class="mb-2">
-            <label class="form-label small fw-semibold mb-1">Contractor name</label>
-            <input type="text" name="vendor_name" class="form-control form-control-sm"
-                   value="{{ issue.vendor_name or '' }}" placeholder="e.g. Ace Plumbing" required>
-          </div>
-          <div class="mb-2">
-            <label class="form-label small fw-semibold mb-1">Contractor email</label>
-            <input type="email" name="vendor_email" class="form-control form-control-sm"
-                   placeholder="name@contractor.com" required>
-          </div>
-          <div class="mb-2">
-            <label class="form-label small fw-semibold mb-1">Message <span class="text-muted">(optional)</span></label>
-            <textarea name="message" class="form-control form-control-sm" rows="2"
-                      placeholder="Any specific instructions…"></textarea>
-          </div>
-          <button type="submit" class="btn btn-outline-primary btn-sm w-100">
-            <i class="bi bi-envelope-paper me-1"></i> Send Work Order
-          </button>
-          <div class="form-text">Emails the contractor a private link to acknowledge &amp; complete — no account needed.</div>
-        </form>
-      </div>
-    </div>
-    {% endif %}
 
   </div>{# /col-lg-4 #}
 </div>
 
 <div class="d-flex align-items-center gap-2 mt-2">
-  <a href="{{ url_for('issues.index') }}" class="btn btn-outline-secondary btn-sm">
+  <a href="{{ back_url }}" class="btn btn-outline-secondary btn-sm">
     <i class="bi bi-arrow-left"></i> Back to Issues
   </a>
   <a href="{{ url_for('issues.export_pdf', issue_id=issue.id) }}" class="btn btn-outline-primary btn-sm">
@@ -531,6 +642,77 @@
   {% endif %}
 </div>
 
+{# ── Link an issue ────────────────────────────────────────────────────────────
+   Search is scoped server-side to issues this viewer could already open, so the
+   picker can never be used to enumerate another contract's issues. The POST
+   re-checks access — the search is only a convenience. #}
+{% if can_manage_links %}
+<div class="modal fade" id="linkIssueModal" tabindex="-1"
+     aria-labelledby="linkIssueModalLabel" aria-hidden="true">
+  <div class="modal-dialog modal-dialog-centered">
+    <div class="modal-content">
+      <form method="POST" action="{{ url_for('issues.add_link', issue_id=issue.id) }}">
+        <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+        <input type="hidden" name="next" value="{{ back_url }}">
+
+        <div class="modal-header">
+          <h5 class="modal-title" id="linkIssueModalLabel">
+            <i class="bi bi-link-45deg me-1"></i>Link an issue to #{{ issue.id }}
+          </h5>
+          <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
+        </div>
+
+        <div class="modal-body">
+          <div class="mb-3">
+            <label class="form-label small fw-semibold" for="linkTypeSelect">
+              How are they related?
+            </label>
+            <select name="link_type" id="linkTypeSelect" class="form-select form-select-sm">
+              {% for value, label in link_types %}
+              <option value="{{ value }}">
+                #{{ issue.id }} is a <strong>{{ label|lower }}</strong> …
+              </option>
+              {% endfor %}
+            </select>
+            <div class="form-text">
+              Linking is for navigation only — neither issue's status, SLA or
+              assignee changes.
+            </div>
+          </div>
+
+          <div class="mb-2">
+            <label class="form-label small fw-semibold" for="linkIssueSearch">
+              Which issue?
+            </label>
+            <input type="text" class="form-control form-control-sm" id="linkIssueSearch"
+                   autocomplete="off" placeholder="Issue number, or words from the description…">
+            <input type="hidden" name="linked_issue_id" id="linkIssueId">
+          </div>
+
+          {# Chosen issue, shown once picked so nobody submits a mistyped number #}
+          <div id="linkIssueChosen" class="alert alert-primary py-2 small d-none mb-2">
+            <span id="linkIssueChosenText"></span>
+            <button type="button" class="btn btn-sm btn-link p-0 ms-2" id="linkIssueClear">change</button>
+          </div>
+
+          <div id="linkIssueResults" class="list-group small" style="max-height:16rem; overflow-y:auto;"></div>
+          <div id="linkIssueEmpty" class="text-muted small d-none py-2">
+            No matching issue you can access.
+          </div>
+        </div>
+
+        <div class="modal-footer">
+          <button type="button" class="btn btn-secondary btn-sm" data-bs-dismiss="modal">Cancel</button>
+          <button type="submit" class="btn btn-primary btn-sm" id="linkIssueSubmit" disabled>
+            <i class="bi bi-link-45deg me-1"></i>Link Issue
+          </button>
+        </div>
+      </form>
+    </div>
+  </div>
+</div>
+{% endif %}
+
 {% if current_user.role in ['admin', 'director'] %}
 <div class="modal fade" id="deleteIssueModal" tabindex="-1" aria-labelledby="deleteIssueModalLabel" aria-hidden="true">
   <div class="modal-dialog modal-dialog-centered">
@@ -555,6 +737,7 @@
           <i class="bi bi-x-circle"></i> Cancel
         </button>
         <form method="POST" action="{{ url_for('issues.delete', issue_id=issue.id) }}" class="d-inline">
+          <input type="hidden" name="next" value="{{ back_url }}">
           <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
           <button type="submit" class="btn btn-danger">
             <i class="bi bi-trash-fill"></i> Delete Permanently
@@ -585,6 +768,122 @@
             section.scrollIntoView({ behavior: 'smooth', block: 'start' });
         }
     }
+    // ── Link-an-issue picker ────────────────────────────────────────────────
+    // Type a number or some words, pick from the scoped results, submit. The
+    // hidden linked_issue_id is only ever set by CHOOSING a result, so the
+    // number posted is always one the server just confirmed this user can see.
+    //
+    // Every result field is written with textContent / createTextNode, never
+    // innerHTML: `description` is text a person typed and would otherwise be
+    // an XSS hole straight into the page of whoever opens the picker.
+    var linkSearch = document.getElementById('linkIssueSearch');
+    if (linkSearch) {
+        var linkResults    = document.getElementById('linkIssueResults');
+        var linkEmpty      = document.getElementById('linkIssueEmpty');
+        var linkIdField    = document.getElementById('linkIssueId');
+        var linkChosen     = document.getElementById('linkIssueChosen');
+        var linkChosenText = document.getElementById('linkIssueChosenText');
+        var linkClear      = document.getElementById('linkIssueClear');
+        var linkSubmit     = document.getElementById('linkIssueSubmit');
+        var searchTimer    = null;
+        var searchSeq      = 0;
+
+        function clearChoice() {
+            linkIdField.value = '';
+            linkSubmit.disabled = true;
+            linkChosen.classList.add('d-none');
+            linkSearch.classList.remove('d-none');
+        }
+
+        function choose(item) {
+            linkIdField.value = item.id;
+            linkSubmit.disabled = false;
+            linkChosenText.textContent =
+                '#' + item.id + ' — ' + item.location + ' — ' + item.description;
+            linkChosen.classList.remove('d-none');
+            linkSearch.classList.add('d-none');
+            linkResults.innerHTML = '';
+            linkEmpty.classList.add('d-none');
+        }
+
+        function renderResults(items) {
+            linkResults.innerHTML = '';
+            linkEmpty.classList.toggle('d-none', items.length > 0);
+
+            items.forEach(function (item) {
+                var row = document.createElement('button');
+                row.type = 'button';
+                row.className = 'list-group-item list-group-item-action py-2';
+
+                var head = document.createElement('div');
+                head.className = 'd-flex justify-content-between gap-2';
+
+                var num = document.createElement('span');
+                num.className = 'fw-semibold';
+                num.textContent = '#' + item.id + ' · ' + item.location;
+
+                var meta = document.createElement('span');
+                meta.className = 'text-muted';
+                meta.textContent = item.severity + ' · ' + item.status +
+                                   (item.reported_at ? ' · ' + item.reported_at : '');
+
+                head.appendChild(num);
+                head.appendChild(meta);
+
+                var desc = document.createElement('div');
+                desc.className = 'text-muted text-truncate';
+                desc.textContent = item.description;
+
+                row.appendChild(head);
+                row.appendChild(desc);
+                row.addEventListener('click', function () { choose(item); });
+                linkResults.appendChild(row);
+            });
+        }
+
+        function runSearch() {
+            var term = linkSearch.value.trim();
+            if (!term) {
+                linkResults.innerHTML = '';
+                linkEmpty.classList.add('d-none');
+                return;
+            }
+            // Responses can arrive out of order; only the newest one may render.
+            var seq = ++searchSeq;
+            fetch('{{ url_for("issues.link_search", issue_id=issue.id) }}?q=' +
+                  encodeURIComponent(term), { headers: { 'Accept': 'application/json' } })
+                .then(function (res) { return res.ok ? res.json() : { results: [] }; })
+                .then(function (data) {
+                    if (seq !== searchSeq) { return; }
+                    renderResults(data.results || []);
+                })
+                .catch(function () {
+                    if (seq !== searchSeq) { return; }
+                    renderResults([]);
+                });
+        }
+
+        linkSearch.addEventListener('input', function () {
+            clearTimeout(searchTimer);
+            searchTimer = setTimeout(runSearch, 250);
+        });
+        // The picker lives inside a form — Enter would submit it with no issue
+        // chosen instead of searching.
+        linkSearch.addEventListener('keydown', function (ev) {
+            if (ev.key === 'Enter') {
+                ev.preventDefault();
+                clearTimeout(searchTimer);
+                runSearch();
+            }
+        });
+        linkClear.addEventListener('click', function () {
+            clearChoice();
+            linkSearch.value = '';
+            linkSearch.focus();
+        });
+    }
+
+
 })();
 </script>
 {% endblock %}

app/templates/layouts/classic.html

@@ -0,0 +1,564 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0, viewport-fit=cover">
+    <!-- iOS / iPadOS web app meta tags -->
+    <meta name="apple-mobile-web-app-capable" content="yes">
+    <meta name="apple-mobile-web-app-status-bar-style" content="black-translucent">
+    <meta name="mobile-web-app-capable" content="yes">
+    <title>{% block title %}Janitorial QC System{% endblock %}</title>
+    <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
+    <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.0/font/bootstrap-icons.css">
+    <link rel="stylesheet" href="https://fonts.googleapis.com/css2?family=DM+Sans:wght@400;500;600;700&display=swap">
+    <link rel="stylesheet" href="{{ url_for('static', filename='css/theme.css') }}">
+    <link rel="stylesheet" href="{{ url_for('static', filename='css/ipad_responsive.css') }}">
+    <link rel="stylesheet" href="{{ url_for('static', filename='css/mobile_phone.css') }}">
+    {% if tenant_branding %}
+    <style>
+      :root {
+        --bs-primary: {{ tenant_branding.primary_color or '#1a56db' }};
+        --bs-primary-rgb: {{ tenant_branding.primary_color|hex_to_rgb if tenant_branding.primary_color else '26,86,219' }};
+        --jqc-accent: {{ tenant_branding.accent_color or '#16a34a' }};
+      }
+      .bg-primary { background-color: {{ tenant_branding.primary_color or '#1a56db' }} !important; }
+      .btn-primary { background-color: {{ tenant_branding.primary_color or '#1a56db' }} !important;
+                     border-color: {{ tenant_branding.primary_color or '#1a56db' }} !important; }
+    </style>
+    {% endif %}
+    {% block extra_css %}{% endblock %}
+    <style>
+        /* ── Notification bell styles ── */
+        .notif-bell-wrapper { position: relative; }
+        .notif-badge {
+            position: absolute;
+            top: 2px; right: 2px;
+            font-size: 0.6rem;
+            min-width: 16px; height: 16px; line-height: 16px;
+            padding: 0 4px; border-radius: 8px;
+            pointer-events: none;
+        }
+        .notif-dropdown {
+            width: 380px;
+            max-height: 520px;
+            overflow-y: auto;
+            padding: 0;
+        }
+        .notif-item {
+            border-left: 3px solid transparent;
+            transition: background 0.15s;
+            cursor: pointer;
+        }
+        .notif-item.unread {
+            border-left-color: #0d6efd;
+            background-color: #f0f6ff;
+        }
+        .notif-item:hover { background-color: #e8f0fe; }
+        .notif-title  { font-size: 0.85rem; font-weight: 600; margin-bottom: 2px; }
+        .notif-body   { font-size: 0.78rem; color: #555; white-space: normal; }
+        .notif-time   { font-size: 0.7rem; color: #999; }
+        .notif-empty  { padding: 24px; text-align: center; color: #aaa; font-size: 0.85rem; }
+
+        /* ── Active nav tab ── */
+        .navbar-dark .navbar-nav .nav-link.active {
+            background-color: rgba(255, 255, 255, 0.18);
+            color: #ffffff !important;
+            border-radius: 6px;
+            font-weight: 600;
+            box-shadow: inset 0 -2px 0 rgba(255,255,255,0.6);
+        }
+        .navbar-dark .navbar-nav .nav-link:not(.active):hover {
+            background-color: rgba(255, 255, 255, 0.08);
+            border-radius: 6px;
+        }
+    </style>
+</head>
+<body>
+    {% if current_user.is_authenticated %}
+    <nav class="navbar navbar-expand-xxl navbar-dark bg-primary">
+        <div class="container-fluid">
+            <a class="navbar-brand" href="{{ url_for('dashboard.index') }}">
+                {% if tenant_branding and tenant_branding.logo_url %}
+                <img src="{{ media_url(tenant_branding.logo_url) }}"
+                     alt="{{ tenant_branding.display_name }}"
+                     style="max-height:32px; border-radius:4px; margin-right:.35rem;">
+                {% else %}
+                <i class="bi bi-clipboard-check"></i>
+                {% endif %}
+                {{ tenant_branding.display_name if tenant_branding else 'Janitorial QC' }}
+            </a>
+            <!-- ── Bell + toggler always visible on mobile/tablet ── -->
+            <div class="d-flex align-items-center gap-2 ms-auto me-2 d-xxl-none">
+                <!-- Notification bell (always visible) -->
+                <div class="dropdown">
+                    <a class="nav-link position-relative notif-bell-wrapper text-white"
+                       href="#"
+                       id="notifDropdownMobile"
+                       role="button"
+                       data-bs-toggle="dropdown"
+                       aria-expanded="false"
+                       title="Notifications">
+                        <i class="bi bi-bell fs-5"></i>
+                        {% if unread_notification_count > 0 %}
+                        <span class="badge bg-danger notif-badge" id="notif-count-badge-mobile">
+                            {{ unread_notification_count if unread_notification_count <= 99 else '99+' }}
+                        </span>
+                        {% else %}
+                        <span class="badge bg-danger notif-badge d-none" id="notif-count-badge-mobile"></span>
+                        {% endif %}
+                    </a>
+                    <div class="dropdown-menu dropdown-menu-end notif-dropdown shadow"
+                         id="notif-dropdown-menu-mobile">
+                        <div class="d-flex justify-content-between align-items-center px-3 py-2 border-bottom">
+                            <span class="fw-semibold" style="font-size:.9rem;">Notifications</span>
+                            <button class="btn btn-link btn-sm p-0 text-muted text-decoration-none mark-all-read-btn"
+                                    style="font-size:.75rem;">Mark all as read</button>
+                        </div>
+                        <div class="notif-list-mobile">
+                            <div class="notif-empty">Loading…</div>
+                        </div>
+                        <div class="border-top d-flex justify-content-between px-3 py-2" style="font-size:.8rem;">
+                            <a href="{{ url_for('notifications.index') }}" class="text-decoration-none">
+                                <i class="bi bi-list-ul me-1"></i>View all
+                            </a>
+                            <a href="{{ url_for('notifications.preferences') }}" class="text-decoration-none text-muted">
+                                <i class="bi bi-gear me-1"></i>Preferences
+                            </a>
+                        </div>
+                    </div>
+                </div>
+            </div>
+            <button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNav">
+                <span class="navbar-toggler-icon"></span>
+            </button>
+            <div class="collapse navbar-collapse" id="navbarNav">
+                <ul class="navbar-nav me-auto">
+                    <li class="nav-item">
+                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('dashboard.') }}" href="{{ url_for('dashboard.index') }}">Dashboard</a>
+                    </li>
+                    <li class="nav-item">
+                        <a class="nav-link {{ 'active' if request.endpoint and (request.endpoint.startswith('reports.') or request.endpoint.startswith('scheduled_reports.')) }}" href="{{ url_for('reports.index') }}">Reports</a>
+                    </li>
+                    {% if current_user.role in ['admin', 'director', 'project_manager', 'auditor'] %}
+                    <li class="nav-item">
+                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('projects.') }}" href="{{ url_for('projects.index') }}">Contracts</a>
+                    </li>
+                    {% endif %}
+                    <li class="nav-item">
+                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('facilities.') }}" href="{{ url_for('facilities.list_facilities') }}">Facilities</a>
+                    </li>
+                    {% if current_user.role in ['admin', 'director'] %}
+                    <li class="nav-item">
+                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('templates.') }}" href="{{ url_for('templates.index') }}">Templates</a>
+                    </li>
+                    {% endif %}
+                    <li class="nav-item">
+                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('inspections.') }}" href="{{ url_for('inspections.index') }}">Inspections</a>
+                    </li>
+                    {% if current_user.role in ['admin', 'director', 'project_manager', 'auditor'] %}
+                    <li class="nav-item">
+                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('inspection_schedules.') }}" href="{{ url_for('inspection_schedules.index') }}">Schedules</a>
+                    </li>
+                    {% endif %}
+                    <li class="nav-item">
+                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('issues.') and request.endpoint != 'issues.verification_queue' }}" href="{{ url_for('issues.index') }}">Issues</a>
+                    </li>
+                    {% if current_user.role in ['admin', 'director', 'auditor'] %}
+                    <li class="nav-item">
+                        <a class="nav-link d-flex align-items-center gap-1 {{ 'active' if request.endpoint == 'issues.verification_queue' }}"
+                           href="{{ url_for('issues.verification_queue') }}">
+                          Verify
+                          {% if pending_verification_count and pending_verification_count > 0 %}
+                          <span class="badge bg-info text-dark"
+                                style="font-size:.65rem;line-height:1;">
+                            {{ pending_verification_count }}
+                          </span>
+                          {% endif %}
+                        </a>
+                    </li>
+                    {% endif %}
+                    {% if current_user.role in ['admin', 'director'] %}
+                    <li class="nav-item">
+                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('customers.') }}" href="{{ url_for('customers.index') }}">Customers</a>
+                    </li>
+                    {% endif %}
+                    {% if current_user.role in ['admin', 'director'] %}
+                    <li class="nav-item">
+                        <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('support.') }}"
+                           href="{{ url_for('support.admin_tickets') }}">
+                            Support
+                            {% if open_support_tickets_count > 0 %}
+                            <span class="badge bg-danger ms-1">{{ open_support_tickets_count }}</span>
+                            {% endif %}
+                        </a>
+                    </li>
+                    {% endif %}
+                    {# Both customer-side roles get the Support menu — a Customer
+                       Inspector works at the customer's facilities and has the
+                       same questions. The assistant answers them for their own
+                       role (see _role addendum in routes/support.py). #}
+                    {% if current_user.is_customer_account %}
+                    <li class="nav-item dropdown">
+                        <a class="nav-link dropdown-toggle {{ 'active' if request.endpoint and request.endpoint.startswith('support.') }}"
+                           href="#" role="button" data-bs-toggle="dropdown" aria-expanded="false">
+                            <i class="bi bi-chat-dots me-1"></i>Support
+                        </a>
+                        <ul class="dropdown-menu">
+                            <li>
+                                <a class="dropdown-item" href="{{ url_for('support.chat') }}">
+                                    <i class="bi bi-chat-dots me-2"></i>Ask a Question
+                                </a>
+                            </li>
+                            <li>
+                                <a class="dropdown-item" href="{{ url_for('support.my_conversations') }}">
+                                    <i class="bi bi-clock-history me-2"></i>My Conversations
+                                </a>
+                            </li>
+                            <li>
+                                <a class="dropdown-item" href="{{ url_for('support.my_tickets') }}">
+                                    <i class="bi bi-inbox me-2"></i>My Requests
+                                </a>
+                            </li>
+                        </ul>
+                    </li>
+                    {% endif %}
+                    {% if current_user.role == 'admin' %}
+                    {% set admin_active = request.endpoint and (
+                        (request.endpoint.startswith('auth.') and 'user' in request.endpoint)
+                        or request.endpoint.startswith('audit.')
+                        or request.endpoint == 'auth.notification_matrix'
+                        or request.endpoint.startswith('broadcast.')
+                        or request.endpoint.startswith('devices.')
+                        or request.endpoint.startswith('enrollment.')
+                        or request.endpoint.startswith('tenant_settings.')
+                    ) %}
+                    <li class="nav-item dropdown">
+                        <a class="nav-link dropdown-toggle {{ 'active' if admin_active }}"
+                           href="#" id="adminMenu" role="button"
+                           data-bs-toggle="dropdown" aria-expanded="false">
+                            <i class="bi bi-sliders me-1"></i>Admin
+                        </a>
+                        <ul class="dropdown-menu dropdown-menu-end" aria-labelledby="adminMenu">
+                            <li>
+                                <a class="dropdown-item {{ 'active' if request.endpoint and request.endpoint.startswith('auth.') and 'user' in request.endpoint }}"
+                                   href="{{ url_for('auth.list_users') }}">
+                                    <i class="bi bi-people me-2"></i>Users
+                                </a>
+                            </li>
+                            <li>
+                                <a class="dropdown-item {{ 'active' if request.endpoint and request.endpoint.startswith('audit.') }}"
+                                   href="{{ url_for('audit.index') }}">
+                                    <i class="bi bi-clipboard-data me-2"></i>Audit Trail
+                                </a>
+                            </li>
+                            <li>
+                                <a class="dropdown-item {{ 'active' if request.endpoint == 'auth.notification_matrix' }}"
+                                   href="{{ url_for('auth.notification_matrix') }}">
+                                    <i class="bi bi-grid-3x3-gap-fill me-2"></i>Notification Matrix
+                                </a>
+                            </li>
+                            <li>
+                                <a class="dropdown-item {{ 'active' if request.endpoint and request.endpoint.startswith('broadcast.') }}"
+                                   href="{{ url_for('broadcast.index') }}">
+                                    <i class="bi bi-megaphone-fill me-2"></i>Broadcast
+                                </a>
+                            </li>
+                            <li>
+                                <a class="dropdown-item {{ 'active' if request.endpoint and request.endpoint.startswith('devices.') }}"
+                                   href="{{ url_for('devices.index') }}">
+                                    <i class="bi bi-tablet me-2"></i>Devices
+                                </a>
+                            </li>
+                            <li>
+                                {# The enrollment intake form is public (no login);
+                                   its submissions are read here. Admin-only. #}
+                                <a class="dropdown-item {{ 'active' if request.endpoint and request.endpoint.startswith('enrollment.') }}"
+                                   href="{{ url_for('enrollment.admin_list') }}">
+                                    <i class="bi bi-person-plus-fill me-2"></i>Enrollment Forms
+                                </a>
+                            </li>
+                            <li><hr class="dropdown-divider"></li>
+                            <li>
+                                <a class="dropdown-item {{ 'active' if request.endpoint and request.endpoint.startswith('tenant_settings.') }}"
+                                   href="{{ url_for('tenant_settings.branding') }}">
+                                    <i class="bi bi-gear me-2"></i>Workspace Settings
+                                </a>
+                            </li>
+                        </ul>
+                    </li>
+                    {% endif %}
+                </ul>
+                <ul class="navbar-nav align-items-center">
+
+                    <!-- ── Notification Bell (desktop lg+ only) ── -->
+                    <li class="nav-item dropdown me-2 d-none d-xxl-block">
+                        <a class="nav-link position-relative notif-bell-wrapper"
+                           href="#"
+                           id="notifDropdown"
+                           role="button"
+                           data-bs-toggle="dropdown"
+                           aria-expanded="false"
+                           title="Notifications">
+                            <i class="bi bi-bell fs-5"></i>
+                            {% if unread_notification_count > 0 %}
+                            <span class="badge bg-danger notif-badge" id="notif-count-badge">
+                                {{ unread_notification_count if unread_notification_count <= 99 else '99+' }}
+                            </span>
+                            {% else %}
+                            <span class="badge bg-danger notif-badge d-none" id="notif-count-badge"></span>
+                            {% endif %}
+                        </a>
+                        <div class="dropdown-menu dropdown-menu-end notif-dropdown shadow"
+                             id="notif-dropdown-menu">
+                            <!-- Header -->
+                            <div class="d-flex justify-content-between align-items-center
+                                        px-3 py-2 border-bottom">
+                                <span class="fw-semibold" style="font-size:.9rem;">Notifications</span>
+                                <button class="btn btn-link btn-sm p-0 text-muted text-decoration-none"
+                                        id="mark-all-read-btn" style="font-size:.75rem;">
+                                    Mark all as read
+                                </button>
+                            </div>
+                            <!-- Items -->
+                            <div id="notif-list">
+                                <div class="notif-empty">Loading…</div>
+                            </div>
+                            <!-- Footer -->
+                            <div class="border-top d-flex justify-content-between px-3 py-2"
+                                 style="font-size:.8rem;">
+                                <a href="{{ url_for('notifications.index') }}"
+                                   class="text-decoration-none">
+                                    <i class="bi bi-list-ul me-1"></i>View all
+                                </a>
+                                <a href="{{ url_for('notifications.preferences') }}"
+                                   class="text-decoration-none text-muted">
+                                    <i class="bi bi-gear me-1"></i>Preferences
+                                </a>
+                            </div>
+                        </div>
+                    </li>
+                    <!-- ── End Notification Bell ── -->
+
+                    <!-- User menu -->
+                    <li class="nav-item dropdown">
+                        <a class="nav-link dropdown-toggle" href="#" id="navbarDropdown"
+                           role="button" data-bs-toggle="dropdown">
+                            <i class="bi bi-person-circle"></i> {{ current_user.username }}
+                        </a>
+                        <ul class="dropdown-menu dropdown-menu-end">
+                            <li>
+                                <a class="dropdown-item"
+                                   href="{{ url_for('auth.profile') }}">
+                                    <i class="bi bi-person-circle me-1"></i>My Profile
+                                </a>
+                            </li>
+                            <li><hr class="dropdown-divider"></li>
+                            <li>
+                                <a class="dropdown-item"
+                                   href="{{ url_for('notifications.preferences') }}">
+                                    <i class="bi bi-bell-slash me-1"></i>Notification Preferences
+                                </a>
+                            </li>
+                            <li><hr class="dropdown-divider"></li>
+                            {# MT-16 — opt in to the sidebar design. POST so the
+                               switch is not a GET side effect; `next` returns the
+                               user to the page they were on. #}
+                            <li>
+                                <form method="POST" action="{{ url_for('ui.switch_theme') }}" class="px-0">
+                                    <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+                                    <input type="hidden" name="theme" value="modern">
+                                    <input type="hidden" name="next" value="{{ request.full_path }}">
+                                    <button type="submit" class="dropdown-item">
+                                        <i class="bi bi-stars me-1"></i>Try the New Design
+                                    </button>
+                                </form>
+                            </li>
+                            {% if current_user.role == 'admin' %}
+                            <li>
+                                <a class="dropdown-item" href="{{ url_for('ui.theme_votes') }}">
+                                    <i class="bi bi-bar-chart me-1"></i>Design Vote Tally
+                                </a>
+                            </li>
+                            {% endif %}
+                            <li><hr class="dropdown-divider"></li>
+                            <li>
+                                <a class="dropdown-item" href="{{ url_for('auth.logout') }}">
+                                    <i class="bi bi-box-arrow-right me-1"></i>Logout
+                                </a>
+                            </li>
+                        </ul>
+                    </li>
+                </ul>
+            </div>
+        </div>
+    </nav>
+    {% endif %}
+
+    <div class="container-fluid mt-4">
+        {% with messages = get_flashed_messages(with_categories=true) %}
+            {% if messages %}
+                {% for category, message in messages %}
+                <div class="alert alert-{{ category }} alert-dismissible fade show" role="alert">
+                    {{ message }}
+                    <button type="button" class="btn-close" data-bs-dismiss="alert"></button>
+                </div>
+                {% endfor %}
+            {% endif %}
+        {% endwith %}
+
+        {% include 'billing/_billing_banner.html' %}
+
+        {% block content %}{% endblock %}
+    </div>
+
+    <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
+    {% block extra_js %}{% endblock %}
+
+    {% if current_user.is_authenticated %}
+    <script>
+    (function () {
+        'use strict';
+
+        const FEED_URL       = '{{ url_for("notifications.feed") }}';
+        const MARK_READ_BASE = '/notifications/';
+        const MARK_ALL_URL   = '{{ url_for("notifications.mark_all_read") }}';
+        const CSRF_TOKEN     = '{{ csrf_token() }}';
+        const POLL_INTERVAL  = 60000;  // 60 seconds
+
+        // ── Element refs — desktop bell (lg+) and mobile/tablet bell (<lg) ──
+        const badgeDesktop  = document.getElementById('notif-count-badge');
+        const badgeMobile   = document.getElementById('notif-count-badge-mobile');
+        const listDesktop   = document.getElementById('notif-list');
+        const listMobile    = document.querySelector('.notif-list-mobile');
+
+        // ── Update both badge instances ────────────────────────────────────────
+        function updateBadge(count) {
+            [badgeDesktop, badgeMobile].forEach(function(badge) {
+                if (!badge) return;
+                if (count > 0) {
+                    badge.textContent = count > 99 ? '99+' : count;
+                    badge.classList.remove('d-none');
+                } else {
+                    badge.textContent = '';
+                    badge.classList.add('d-none');
+                }
+            });
+        }
+
+        // ── Render notification items into a given container ───────────────────
+        function renderInto(container, notifications) {
+            if (!container) return;
+            if (!notifications.length) {
+                container.innerHTML = '<div class="notif-empty">'
+                    + '<i class="bi bi-check2-circle me-1"></i>You\'re all caught up!</div>';
+                return;
+            }
+            container.innerHTML = notifications.map(function(n) {
+                return '<div class="d-block text-decoration-none text-dark notif-item px-3 py-2 border-bottom '
+                    + (n.is_read ? '' : 'unread') + '"'
+                    + ' data-notif-id="' + n.id + '"'
+                    + ' data-link="' + escapeAttr(n.link || '') + '">'
+                    + '<div class="notif-title">' + escapeHtml(n.title) + '</div>'
+                    + '<div class="notif-body">'  + escapeHtml(n.body)  + '</div>'
+                    + '<div class="notif-time">'  + escapeHtml(n.created_at) + '</div>'
+                    + '</div>';
+            }).join('');
+            container.querySelectorAll('.notif-item').forEach(function(el) {
+                el.addEventListener('click', function() {
+                    var id   = this.dataset.notifId;
+                    var link = this.dataset.link;
+                    markRead(id, function() {
+                        el.classList.remove('unread');
+                        if (link) window.location.href = link;
+                    });
+                });
+            });
+        }
+
+        function renderNotifications(notifications) {
+            renderInto(listDesktop, notifications);
+            renderInto(listMobile,  notifications);
+        }
+
+        function escapeHtml(str) {
+            if (!str) return '';
+            return str.replace(/&/g,'&amp;').replace(/</g,'&lt;')
+                      .replace(/>/g,'&gt;').replace(/"/g,'&quot;');
+        }
+        function escapeAttr(str) { return escapeHtml(str); }
+
+        // ── Fetch + update ─────────────────────────────────────────────────────
+        window.fetchNotifications = function fetchNotifications() {
+            fetch(FEED_URL, { credentials: 'same-origin' })
+                .then(function(r) { return r.json(); })
+                .then(function(data) {
+                    updateBadge(data.unread_count);
+                    window._jqcNotifications = data.notifications;
+                    var deskEl   = document.getElementById('notifDropdown');
+                    var mobileEl = document.getElementById('notifDropdownMobile');
+                    var deskOpen   = deskEl   && deskEl.getAttribute('aria-expanded')   === 'true';
+                    var mobileOpen = mobileEl && mobileEl.getAttribute('aria-expanded') === 'true';
+                    if (deskOpen || mobileOpen) {
+                        renderNotifications(data.notifications);
+                    }
+                })
+                .catch(function() {});
+        };
+
+        function markRead(id, callback) {
+            fetch(MARK_READ_BASE + id + '/mark-read', {
+                method: 'POST',
+                headers: { 'X-CSRFToken': CSRF_TOKEN, 'Content-Type': 'application/json' },
+                credentials: 'same-origin',
+            })
+            .then(function(r) { return r.json(); })
+            .then(function() { if (callback) callback(); fetchNotifications(); })
+            .catch(function() { if (callback) callback(); });
+        }
+
+        // ── Show dropdown → render cached data immediately ─────────────────────
+        ['notifDropdown', 'notifDropdownMobile'].forEach(function(id) {
+            var el = document.getElementById(id);
+            if (!el) return;
+            el.addEventListener('show.bs.dropdown', function() {
+                if (window._jqcNotifications) {
+                    renderNotifications(window._jqcNotifications);
+                } else {
+                    fetchNotifications();
+                }
+            });
+        });
+
+        // ── Mark all read — works from either bell ─────────────────────────────
+        document.querySelectorAll('#mark-all-read-btn, .mark-all-read-btn').forEach(function(btn) {
+            btn.addEventListener('click', function(e) {
+                e.stopPropagation();
+                fetch(MARK_ALL_URL, {
+                    method: 'POST',
+                    headers: {
+                        'X-CSRFToken': CSRF_TOKEN,
+                        'X-Requested-With': 'XMLHttpRequest',
+                    },
+                    credentials: 'same-origin',
+                })
+                .then(function(r) { return r.json(); })
+                .then(function() {
+                    updateBadge(0);
+                    document.querySelectorAll('.notif-item.unread').forEach(function(el) {
+                        el.classList.remove('unread');
+                    });
+                    if (window._jqcNotifications) {
+                        window._jqcNotifications.forEach(function(n) { n.is_read = true; });
+                    }
+                })
+                .catch(function() {});
+            });
+        });
+
+        fetchNotifications();
+        setInterval(fetchNotifications, POLL_INTERVAL);
+    })();
+    </script>
+    {% endif %}
+</body>
+</html>

app/templates/layouts/modern.html

@@ -0,0 +1,503 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0, viewport-fit=cover">
+    <!-- iOS / iPadOS web app meta tags -->
+    <meta name="apple-mobile-web-app-capable" content="yes">
+    <meta name="apple-mobile-web-app-status-bar-style" content="black-translucent">
+    <meta name="mobile-web-app-capable" content="yes">
+    <title>{% block title %}Janitorial QC System{% endblock %}</title>
+    <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
+    <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.0/font/bootstrap-icons.css">
+    <link rel="stylesheet" href="https://fonts.googleapis.com/css2?family=DM+Sans:wght@400;500;600;700;800&display=swap">
+    <link rel="stylesheet" href="{{ url_for('static', filename='css/theme.css') }}">
+    <link rel="stylesheet" href="{{ url_for('static', filename='css/ipad_responsive.css') }}">
+    {# theme_modern.css loads LAST so it wins over theme.css tokens #}
+    <link rel="stylesheet" href="{{ url_for('static', filename='css/theme_modern.css') }}">
+    {# MT: per-tenant branding overrides, mirrored from layouts/classic.html.
+       Loaded AFTER theme_modern.css so a tenant's colours win over the modern
+       palette; the modern layout/structure is unaffected. #}
+    {% if tenant_branding %}
+    <style>
+      :root {
+        --bs-primary: {{ tenant_branding.primary_color or '#1a56db' }};
+        --bs-primary-rgb: {{ tenant_branding.primary_color|hex_to_rgb if tenant_branding.primary_color else '26,86,219' }};
+        --jqc-accent: {{ tenant_branding.accent_color or '#16a34a' }};
+        --jqc-brand: {{ tenant_branding.primary_color or '#1a56db' }};
+      }
+      .bg-primary { background-color: {{ tenant_branding.primary_color or '#1a56db' }} !important; }
+      .btn-primary { background-color: {{ tenant_branding.primary_color or '#1a56db' }} !important;
+                     border-color: {{ tenant_branding.primary_color or '#1a56db' }} !important; }
+    </style>
+    {% endif %}
+    {% block extra_css %}{% endblock %}
+    <style>
+        /* ── Notification bell styles (shared with the classic layout) ── */
+        .notif-bell-wrapper { position: relative; }
+        .notif-badge {
+            position: absolute;
+            top: 2px; right: 2px;
+            font-size: 0.6rem;
+            min-width: 16px; height: 16px; line-height: 16px;
+            padding: 0 4px; border-radius: 8px;
+            pointer-events: none;
+        }
+        .notif-dropdown {
+            width: 380px;
+            max-height: 520px;
+            overflow-y: auto;
+            padding: 0;
+        }
+        .notif-item {
+            border-left: 3px solid transparent;
+            transition: background 0.15s;
+            cursor: pointer;
+        }
+        .notif-item.unread {
+            border-left-color: var(--jqc-brand);
+            background-color: #f0f6fa;
+        }
+        .notif-item:hover { background-color: #e9f0f8; }
+        .notif-title  { font-size: 0.85rem; font-weight: 600; margin-bottom: 2px; }
+        .notif-body   { font-size: 0.78rem; color: #555; white-space: normal; }
+        .notif-time   { font-size: 0.7rem; color: #999; }
+        .notif-empty  { padding: 24px; text-align: center; color: #aaa; font-size: 0.85rem; }
+
+        /* ── Shared list-page filter panel (modern tint) ── */
+        .filter-panel {
+            background: #ffffff;
+            border: 1px solid var(--jqc-border);
+            border-left: 4px solid var(--jqc-brand);
+            border-radius: 14px;
+        }
+        .filter-panel .filter-title {
+            font-weight: 700;
+            font-size: .82rem;
+            letter-spacing: .03em;
+            text-transform: uppercase;
+            color: var(--jqc-brand);
+        }
+        .filter-panel .form-label {
+            font-weight: 600;
+            color: #3f4652;
+        }
+        .filter-panel .form-control,
+        .filter-panel .form-select {
+            border: 1.5px solid #cfd9e0;
+            background-color: #ffffff;
+        }
+        .filter-panel .form-control:focus,
+        .filter-panel .form-select:focus {
+            border-color: var(--jqc-brand);
+            box-shadow: 0 0 0 .18rem rgba(21, 95, 130, .20);
+        }
+        .filter-panel .form-control::placeholder { color: #9aa4b2; }
+    </style>
+</head>
+<body class="jqc-modern">
+    {% if current_user.is_authenticated %}
+
+    <!-- ══════════════════════════ TOP BAR ══════════════════════════ -->
+    <header class="jqc-topbar">
+        <button class="jqc-hamburger d-lg-none" type="button" id="jqcSidebarToggle" aria-label="Menu">
+            <i class="bi bi-list"></i>
+        </button>
+
+        <a class="jqc-brand" href="{{ url_for('dashboard.index') }}">
+            {% if tenant_branding and tenant_branding.logo_url %}
+            <img src="{{ media_url(tenant_branding.logo_url) }}"
+                 alt="{{ tenant_branding.display_name }}" class="jqc-brand-logo">
+            {% else %}
+            <span class="jqc-brand-mark">JQC</span>
+            {% endif %}
+            <span class="jqc-brand-sub">
+                {{ tenant_branding.display_name if tenant_branding else 'Janitorial QC' }}
+            </span>
+        </a>
+
+        {# Scoped to inspection ID only — the placeholder says so explicitly so
+           nobody types a facility name and assumes the search is broken. #}
+        <form class="jqc-search" method="GET" action="{{ url_for('inspections.index') }}" role="search">
+            <i class="bi bi-search"></i>
+            <input type="search" name="inspection_id" class="form-control" inputmode="numeric"
+                   placeholder="Inspection # (e.g. 1423)" aria-label="Search by inspection number"
+                   title="Search by inspection number">
+        </form>
+
+        <div class="jqc-topbar-actions">
+            <!-- ── Notification Bell ── -->
+            <div class="dropdown">
+                <a class="jqc-icon-btn position-relative notif-bell-wrapper"
+                   href="#"
+                   id="notifDropdown"
+                   role="button"
+                   data-bs-toggle="dropdown"
+                   aria-expanded="false"
+                   title="Notifications">
+                    <i class="bi bi-bell"></i>
+                    {% if unread_notification_count > 0 %}
+                    <span class="badge bg-danger notif-badge" id="notif-count-badge">
+                        {{ unread_notification_count if unread_notification_count <= 99 else '99+' }}
+                    </span>
+                    {% else %}
+                    <span class="badge bg-danger notif-badge d-none" id="notif-count-badge"></span>
+                    {% endif %}
+                </a>
+                <div class="dropdown-menu dropdown-menu-end notif-dropdown shadow" id="notif-dropdown-menu">
+                    <div class="d-flex justify-content-between align-items-center px-3 py-2 border-bottom">
+                        <span class="fw-semibold" style="font-size:.9rem;">Notifications</span>
+                        <button class="btn btn-link btn-sm p-0 text-muted text-decoration-none"
+                                id="mark-all-read-btn" style="font-size:.75rem;">
+                            Mark all as read
+                        </button>
+                    </div>
+                    <div id="notif-list">
+                        <div class="notif-empty">Loading…</div>
+                    </div>
+                    <div class="border-top d-flex justify-content-between px-3 py-2" style="font-size:.8rem;">
+                        <a href="{{ url_for('notifications.index') }}" class="text-decoration-none">
+                            <i class="bi bi-list-ul me-1"></i>View all
+                        </a>
+                        <a href="{{ url_for('notifications.preferences') }}" class="text-decoration-none text-muted">
+                            <i class="bi bi-gear me-1"></i>Preferences
+                        </a>
+                    </div>
+                </div>
+            </div>
+
+            <!-- ── User avatar menu ── -->
+            <div class="dropdown">
+                <a class="jqc-avatar" href="#" id="navbarDropdown" role="button" data-bs-toggle="dropdown"
+                   title="{{ current_user.display_name }}">
+                    {{ (current_user.display_name.split() | map('first') | join)[:2] | upper }}
+                </a>
+                <ul class="dropdown-menu dropdown-menu-end">
+                    <li class="px-3 py-2 border-bottom">
+                        <div class="fw-semibold" style="font-size:.9rem;">{{ current_user.display_name }}</div>
+                        <div class="text-muted" style="font-size:.75rem;">{{ current_user.role_label }}</div>
+                    </li>
+                    <li>
+                        <a class="dropdown-item" href="{{ url_for('auth.profile') }}">
+                            <i class="bi bi-person-circle me-1"></i>My Profile
+                        </a>
+                    </li>
+                    <li>
+                        <a class="dropdown-item" href="{{ url_for('notifications.preferences') }}">
+                            <i class="bi bi-bell-slash me-1"></i>Notification Preferences
+                        </a>
+                    </li>
+                    {# The design A/B test is over — modern is THE design (Aug 2026).
+                       The switcher and the vote tally are gone from this menu.
+                       ui.switch_theme / ui.theme_votes still exist and still work
+                       if visited directly, so nothing is stranded mid-request;
+                       they are simply no longer offered. #}
+                    <li><hr class="dropdown-divider"></li>
+                    <li>
+                        <a class="dropdown-item" href="{{ url_for('auth.logout') }}">
+                            <i class="bi bi-box-arrow-right me-1"></i>Logout
+                        </a>
+                    </li>
+                </ul>
+            </div>
+        </div>
+    </header>
+
+    <!-- ══════════════════════════ SIDEBAR ══════════════════════════ -->
+    <aside class="jqc-sidebar" id="jqcSidebar">
+        <nav class="jqc-nav">
+            <a class="jqc-nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('dashboard.') }}"
+               href="{{ url_for('dashboard.index') }}">
+                <i class="bi bi-grid"></i><span>Dashboard</span>
+            </a>
+
+            <a class="jqc-nav-link {{ 'active' if request.endpoint and (request.endpoint.startswith('inspections.') or request.endpoint.startswith('inspection_schedules.')) }}"
+               href="{{ url_for('inspections.index') }}">
+                <i class="bi bi-clipboard-check"></i><span>Inspections</span>
+            </a>
+
+            <a class="jqc-nav-link {{ 'active' if request.endpoint and (request.endpoint.startswith('reports.') or request.endpoint.startswith('scheduled_reports.')) }}"
+               href="{{ url_for('reports.index') }}">
+                <i class="bi bi-bar-chart-fill"></i><span>Reports &amp; Analytics</span>
+            </a>
+
+            <a class="jqc-nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('issues.') and request.endpoint != 'issues.verification_queue' }}"
+               href="{{ url_for('issues.index') }}">
+                <i class="bi bi-exclamation-triangle"></i><span>Issues</span>
+            </a>
+
+            {% if current_user.role in ['admin', 'director', 'auditor'] %}
+            <a class="jqc-nav-link {{ 'active' if request.endpoint == 'issues.verification_queue' }}"
+               href="{{ url_for('issues.verification_queue') }}">
+                <i class="bi bi-patch-check"></i><span>Verify</span>
+                {% if pending_verification_count and pending_verification_count > 0 %}
+                <span class="jqc-nav-badge">{{ pending_verification_count }}</span>
+                {% endif %}
+            </a>
+            {% endif %}
+
+            {% if current_user.role in ['admin', 'director', 'project_manager', 'auditor'] %}
+            <a class="jqc-nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('projects.') }}"
+               href="{{ url_for('projects.index') }}">
+                <i class="bi bi-file-earmark-text"></i><span>Contract</span>
+            </a>
+            {% endif %}
+
+            <a class="jqc-nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('facilities.') }}"
+               href="{{ url_for('facilities.list_facilities') }}">
+                <i class="bi bi-buildings"></i><span>Facility</span>
+            </a>
+
+            {% if current_user.role in ['admin', 'director'] %}
+            <a class="jqc-nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('templates.') }}"
+               href="{{ url_for('templates.index') }}">
+                <i class="bi bi-list-check"></i><span>Templates</span>
+            </a>
+            <a class="jqc-nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('customers.') }}"
+               href="{{ url_for('customers.index') }}">
+                <i class="bi bi-people"></i><span>Customer</span>
+            </a>
+            {% endif %}
+
+            <a class="jqc-nav-link {{ 'active' if request.endpoint and (request.endpoint.startswith('support.') or request.endpoint == 'ui.support_center') }}"
+               href="{{ url_for('ui.support_center') }}">
+                <i class="bi bi-life-preserver"></i><span>Supports</span>
+                {% if open_support_tickets_count > 0 %}
+                <span class="jqc-nav-badge">{{ open_support_tickets_count }}</span>
+                {% endif %}
+            </a>
+
+            {% if current_user.role == 'admin' %}
+            {% set admin_active = request.endpoint and (
+                request.endpoint.startswith('audit.')
+                or request.endpoint == 'auth.notification_matrix'
+                or request.endpoint.startswith('broadcast.')
+                or request.endpoint.startswith('devices.')
+                or request.endpoint.startswith('enrollment.')
+                or request.endpoint.startswith('tenant_settings.')
+                or (request.endpoint.startswith('auth.') and 'user' in request.endpoint)
+            ) %}
+            <a class="jqc-nav-link {{ 'active' if admin_active }}" data-bs-toggle="collapse"
+               href="#jqcAdminMenu" role="button" aria-expanded="{{ 'true' if admin_active else 'false' }}">
+                <i class="bi bi-shield-lock"></i><span>Admin</span>
+                <i class="bi bi-chevron-down jqc-nav-caret"></i>
+            </a>
+            <div class="collapse {{ 'show' if admin_active }}" id="jqcAdminMenu">
+                <a class="jqc-nav-sublink {{ 'active' if request.endpoint and request.endpoint.startswith('auth.') and 'user' in request.endpoint }}"
+                   href="{{ url_for('auth.list_users') }}">Users</a>
+                <a class="jqc-nav-sublink {{ 'active' if request.endpoint and request.endpoint.startswith('audit.') }}"
+                   href="{{ url_for('audit.index') }}">Audit Trail</a>
+                <a class="jqc-nav-sublink {{ 'active' if request.endpoint == 'auth.notification_matrix' }}"
+                   href="{{ url_for('auth.notification_matrix') }}">Notification Matrix</a>
+                <a class="jqc-nav-sublink {{ 'active' if request.endpoint and request.endpoint.startswith('broadcast.') }}"
+                   href="{{ url_for('broadcast.index') }}">Broadcast</a>
+                <a class="jqc-nav-sublink {{ 'active' if request.endpoint and request.endpoint.startswith('devices.') }}"
+                   href="{{ url_for('devices.index') }}">Devices</a>
+                {# The enrollment intake form is public (no login) and its
+                   submissions are read here. Admin-only, same as ST. #}
+                <a class="jqc-nav-sublink {{ 'active' if request.endpoint and request.endpoint.startswith('enrollment.') }}"
+                   href="{{ url_for('enrollment.admin_list') }}">Enrollment Forms</a>
+                <a class="jqc-nav-sublink {{ 'active' if request.endpoint and request.endpoint.startswith('tenant_settings.') }}"
+                   href="{{ url_for('tenant_settings.branding') }}">Workspace Settings</a>
+            </div>
+            {% endif %}
+
+            <a class="jqc-nav-link {{ 'active' if request.endpoint == 'ui.about' }}" href="{{ url_for('ui.about') }}">
+                <i class="bi bi-info-circle"></i><span>About Us</span>
+            </a>
+        </nav>
+
+        {# The design switcher was removed from the sidebar in phase50, when
+           modern became the default — it no longer belongs in the primary nav.
+           The same action still exists in the account menu (top right), so
+           anyone who needs the classic design can still get to it. #}
+    </aside>
+    <div class="jqc-sidebar-backdrop d-lg-none" id="jqcSidebarBackdrop"></div>
+    {% endif %}
+
+    <!-- ══════════════════════════ MAIN ══════════════════════════ -->
+    <main class="{{ 'jqc-main' if current_user.is_authenticated else '' }}">
+        <div class="container-fluid {{ '' if current_user.is_authenticated else 'mt-4' }}">
+            {% with messages = get_flashed_messages(with_categories=true) %}
+                {% if messages %}
+                    {% for category, message in messages %}
+                    <div class="alert alert-{{ category }} alert-dismissible fade show" role="alert">
+                        {{ message }}
+                        <button type="button" class="btn-close" data-bs-dismiss="alert"></button>
+                    </div>
+                    {% endfor %}
+                {% endif %}
+            {% endwith %}
+
+            {# MT: the billing banner is layout chrome in layouts/classic.html and
+               must render here too — a user on the modern design must not miss a
+               suspension or dunning notice.
+
+               _quota_warning.html is deliberately NOT included here: it is a
+               per-form include (user_form, issue form, facility form,
+               inspection start), not layout chrome. Including it globally would
+               render it twice on exactly those pages. #}
+            {% include 'billing/_billing_banner.html' %}
+
+            {% block content %}{% endblock %}
+        </div>
+    </main>
+
+    <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
+    {% block extra_js %}{% endblock %}
+
+    {% if current_user.is_authenticated %}
+    <script>
+    // ── Sidebar off-canvas toggle (mobile / tablet portrait) ──────────────
+    (function () {
+        var btn      = document.getElementById('jqcSidebarToggle');
+        var sidebar  = document.getElementById('jqcSidebar');
+        var backdrop = document.getElementById('jqcSidebarBackdrop');
+        if (!btn || !sidebar) return;
+        function close() {
+            sidebar.classList.remove('open');
+            if (backdrop) backdrop.classList.remove('show');
+        }
+        btn.addEventListener('click', function () {
+            sidebar.classList.toggle('open');
+            if (backdrop) backdrop.classList.toggle('show');
+        });
+        if (backdrop) backdrop.addEventListener('click', close);
+    })();
+    </script>
+    <script>
+    (function () {
+        'use strict';
+
+        const FEED_URL       = '{{ url_for("notifications.feed") }}';
+        const MARK_READ_BASE = '/notifications/';
+        const MARK_ALL_URL   = '{{ url_for("notifications.mark_all_read") }}';
+        const CSRF_TOKEN     = '{{ csrf_token() }}';
+        const POLL_INTERVAL  = 60000;  // 60 seconds
+
+        const badgeDesktop  = document.getElementById('notif-count-badge');
+        const listDesktop   = document.getElementById('notif-list');
+
+        function updateBadge(count) {
+            [badgeDesktop].forEach(function(badge) {
+                if (!badge) return;
+                if (count > 0) {
+                    badge.textContent = count > 99 ? '99+' : count;
+                    badge.classList.remove('d-none');
+                } else {
+                    badge.textContent = '';
+                    badge.classList.add('d-none');
+                }
+            });
+        }
+
+        function renderInto(container, notifications) {
+            if (!container) return;
+            if (!notifications.length) {
+                container.innerHTML = '<div class="notif-empty">'
+                    + '<i class="bi bi-check2-circle me-1"></i>You\'re all caught up!</div>';
+                return;
+            }
+            container.innerHTML = notifications.map(function(n) {
+                return '<div class="d-block text-decoration-none text-dark notif-item px-3 py-2 border-bottom '
+                    + (n.is_read ? '' : 'unread') + '"'
+                    + ' data-notif-id="' + n.id + '"'
+                    + ' data-link="' + escapeAttr(n.link || '') + '">'
+                    + '<div class="notif-title">' + escapeHtml(n.title) + '</div>'
+                    + '<div class="notif-body">'  + escapeHtml(n.body)  + '</div>'
+                    + '<div class="notif-time">'  + escapeHtml(n.created_at) + '</div>'
+                    + '</div>';
+            }).join('');
+            container.querySelectorAll('.notif-item').forEach(function(el) {
+                el.addEventListener('click', function() {
+                    var id   = this.dataset.notifId;
+                    var link = this.dataset.link;
+                    markRead(id, function() {
+                        el.classList.remove('unread');
+                        if (link) window.location.href = link;
+                    });
+                });
+            });
+        }
+
+        function renderNotifications(notifications) {
+            renderInto(listDesktop, notifications);
+        }
+
+        function escapeHtml(str) {
+            if (!str) return '';
+            return str.replace(/&/g,'&amp;').replace(/</g,'&lt;')
+                      .replace(/>/g,'&gt;').replace(/"/g,'&quot;');
+        }
+        function escapeAttr(str) { return escapeHtml(str); }
+
+        window.fetchNotifications = function fetchNotifications() {
+            fetch(FEED_URL, { credentials: 'same-origin' })
+                .then(function(r) { return r.json(); })
+                .then(function(data) {
+                    updateBadge(data.unread_count);
+                    window._jqcNotifications = data.notifications;
+                    var deskEl = document.getElementById('notifDropdown');
+                    var deskOpen = deskEl && deskEl.getAttribute('aria-expanded') === 'true';
+                    if (deskOpen) {
+                        renderNotifications(data.notifications);
+                    }
+                })
+                .catch(function() {});
+        };
+
+        function markRead(id, callback) {
+            fetch(MARK_READ_BASE + id + '/mark-read', {
+                method: 'POST',
+                headers: { 'X-CSRFToken': CSRF_TOKEN, 'Content-Type': 'application/json' },
+                credentials: 'same-origin',
+            })
+            .then(function(r) { return r.json(); })
+            .then(function() { if (callback) callback(); fetchNotifications(); })
+            .catch(function() { if (callback) callback(); });
+        }
+
+        ['notifDropdown'].forEach(function(id) {
+            var el = document.getElementById(id);
+            if (!el) return;
+            el.addEventListener('show.bs.dropdown', function() {
+                if (window._jqcNotifications) {
+                    renderNotifications(window._jqcNotifications);
+                } else {
+                    fetchNotifications();
+                }
+            });
+        });
+
+        document.querySelectorAll('#mark-all-read-btn, .mark-all-read-btn').forEach(function(btn) {
+            btn.addEventListener('click', function(e) {
+                e.stopPropagation();
+                fetch(MARK_ALL_URL, {
+                    method: 'POST',
+                    headers: {
+                        'X-CSRFToken': CSRF_TOKEN,
+                        'X-Requested-With': 'XMLHttpRequest',
+                    },
+                    credentials: 'same-origin',
+                })
+                .then(function(r) { return r.json(); })
+                .then(function() {
+                    updateBadge(0);
+                    document.querySelectorAll('.notif-item.unread').forEach(function(el) {
+                        el.classList.remove('unread');
+                    });
+                    if (window._jqcNotifications) {
+                        window._jqcNotifications.forEach(function(n) { n.is_read = true; });
+                    }
+                })
+                .catch(function() {});
+            });
+        });
+
+        fetchNotifications();
+        setInterval(fetchNotifications, POLL_INTERVAL);
+    })();
+    </script>
+    {% endif %}
+</body>
+</html>

app/templates/modern/dashboard.html

@@ -0,0 +1,421 @@
+{% extends "base.html" %}
+{% block title %}Dashboard{% endblock %}
+
+{#
+  MODERN dashboard (design A/B test — slide 1 of JQC_design).
+
+  Uses exactly the same context variables as templates/dashboard.html — the
+  dashboard.index route is untouched. Every tile links to the same filtered
+  list view the classic dashboard links to, so no navigation path is lost.
+#}
+
+{% block content %}
+
+{# ── Header ───────────────────────────────────────────────────────────── #}
+<div class="d-flex flex-wrap justify-content-between align-items-end mb-4 gap-2">
+  <div>
+    <div class="jqc-page-title">Welcome, {{ current_user.display_name }}</div>
+    <div class="jqc-page-sub">{{ current_user.role.replace('_',' ')|title }}</div>
+  </div>
+  <div class="text-muted">{{ now_display }}</div>
+</div>
+
+{# ── Scheduled inspections ────────────────────────────────────────────── #}
+{% if current_user.role != 'customer' %}
+<div class="jqc-card">
+  <div class="d-flex justify-content-between align-items-center mb-3">
+    <div class="jqc-card-title mb-0">
+      <span class="jqc-tile-icon"><i class="bi bi-calendar2-week"></i></span>Scheduled Inspection In Progress
+    </div>
+    <a href="{{ url_for('inspection_schedules.index') }}" class="btn btn-sm btn-outline-primary">View all</a>
+  </div>
+
+  {% if sched_overdue_count %}
+  <div class="alert alert-danger py-2">
+    <i class="bi bi-alarm-fill me-1"></i>
+    <strong>{{ sched_overdue_count }}</strong> scheduled inspection{{ 's' if sched_overdue_count != 1 }}
+    {{ 'are' if sched_overdue_count != 1 else 'is' }} <strong>overdue</strong>.
+  </div>
+  {% endif %}
+
+  {% if sched_upcoming %}
+  <div class="jqc-table-wrap table-responsive">
+    <table class="table table-hover align-middle">
+      <thead>
+        <tr>
+          <th>Facility</th><th>Inspection Template</th><th>Inspector</th>
+          <th>How Often</th><th>Next Due Date</th><th class="text-end"></th>
+        </tr>
+      </thead>
+      <tbody>
+        {% for s in sched_upcoming %}
+        <tr>
+          <td>{{ s.facility.name if s.facility else '—' }}</td>
+          <td class="small">{{ s.template.name if s.template else '—' }}</td>
+          <td class="small">{{ s.inspector.display_name if s.inspector else '—' }}</td>
+          <td class="small text-muted">{{ s.recurrence_label }}</td>
+          {# MT's column is next_run_at (ST calls it next_due_date) — via the
+             due_date property, guarded: an active schedule can carry a NULL
+             next_run_at, and .strftime() on Undefined/None is a 500. #}
+          <td class="small">{{ s.due_date.strftime('%b %d, %Y') if s.due_date else '—' }}</td>
+          <td class="text-end text-nowrap">
+            {% if s.inspector_id and s.inspector_id == current_user.id %}
+              {% if s.is_acknowledged %}
+              <span class="badge bg-success" title="You confirmed receipt"><i class="bi bi-check-circle"></i> Confirmed</span>
+              {% else %}
+              <form method="POST" class="d-inline" action="{{ url_for('inspection_schedules.acknowledge', schedule_id=s.id) }}">
+                <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+                <button type="submit" class="btn btn-sm btn-outline-success py-0"
+                        title="Confirm you received this request">
+                  <i class="bi bi-check-lg"></i> Confirm</button>
+              </form>
+              {% endif %}
+              {% set open_id = sched_open_inspections.get(s.id) %}
+              {% if open_id %}
+              <a href="{{ url_for('inspections.execute', inspection_id=open_id) }}"
+                 class="btn btn-sm btn-warning py-0" title="You already started this — resume it">
+                <i class="bi bi-pencil-square"></i> Continue</a>
+              {% else %}
+              <a href="{{ url_for('inspection_schedules.start', schedule_id=s.id) }}"
+                 class="btn btn-sm btn-success py-0"><i class="bi bi-play-fill"></i> Start</a>
+              {% endif %}
+            {% endif %}
+          </td>
+        </tr>
+        {% endfor %}
+      </tbody>
+    </table>
+  </div>
+  {% else %}
+  <div class="text-muted small"><i class="bi bi-info-circle me-1"></i>No inspections due in the next 7 days.</div>
+  {% endif %}
+</div>
+{% endif %}
+
+{# ── KPI row ──────────────────────────────────────────────────────────── #}
+<div class="row row-cols-2 row-cols-lg-4 g-3 mb-4">
+  <div class="col">
+    <a class="jqc-kpi" href="{{ url_for('inspections.index', status='completed', date_from=today_str, date_to=today_str) }}">
+      <span class="jqc-tile-icon"><i class="bi bi-clipboard-check"></i></span>
+      <div class="jqc-kpi-value">{{ completed_today }}</div>
+      <div class="jqc-kpi-label">Submitted Today</div>
+    </a>
+  </div>
+  <div class="col">
+    <a class="jqc-kpi" href="{{ url_for('inspections.index', status='completed', date_from=week_start_str, date_to=today_str) }}">
+      <span class="jqc-tile-icon"><i class="bi bi-calendar-week"></i></span>
+      <div class="jqc-kpi-value">{{ submitted_this_week }}</div>
+      <div class="jqc-kpi-label">Submitted This Week</div>
+    </a>
+  </div>
+  <div class="col">
+    <a class="jqc-kpi" href="{{ url_for('issues.index', status='open') }}">
+      <span class="jqc-tile-icon"><i class="bi bi-exclamation-triangle"></i></span>
+      <div class="jqc-kpi-value">{{ open_issues }}</div>
+      <div class="jqc-kpi-label">Open Issues</div>
+    </a>
+  </div>
+  <div class="col">
+    {% if current_user.role != 'customer' %}
+    <a class="jqc-kpi" href="{{ url_for('inspection_schedules.index') }}">
+      <span class="jqc-tile-icon"><i class="bi bi-calendar2-check"></i></span>
+      <div class="jqc-kpi-value">{{ sched_total }}</div>
+      <div class="jqc-kpi-label">On Schedules</div>
+    </a>
+    {% else %}
+    <a class="jqc-kpi" href="{{ url_for('facilities.list_facilities') }}">
+      <span class="jqc-tile-icon"><i class="bi bi-buildings"></i></span>
+      <div class="jqc-kpi-value">{{ customer_facilities|length if customer_facilities else 0 }}</div>
+      <div class="jqc-kpi-label">Your Facilities</div>
+    </a>
+    {% endif %}
+  </div>
+</div>
+
+{# ── Three summary cards ──────────────────────────────────────────────── #}
+<div class="row g-3 mb-2">
+
+  <!-- Inspection -->
+  <div class="col-12 col-lg-4">
+    <div class="jqc-card h-100">
+      <div class="jqc-card-title">
+        <span class="jqc-tile-icon"><i class="bi bi-clipboard-check"></i></span>Inspection
+      </div>
+      <a class="jqc-stat-row" href="{{ url_for('inspections.index', status='completed', date_from=today_str, date_to=today_str) }}">
+        <span class="jqc-stat-label">Submitted Today</span>
+        <span class="jqc-stat-value" style="color:var(--jqc-brand);">{{ completed_today }}</span>
+      </a>
+      <a class="jqc-stat-row" href="{{ url_for('inspections.index', status='completed', date_from=week_start_str, date_to=today_str) }}">
+        <span class="jqc-stat-label">Submitted This Week</span>
+        <span class="jqc-stat-value" style="color:var(--jqc-brand);">{{ submitted_this_week }}</span>
+      </a>
+      {% if current_user.role != 'customer' %}
+      <a class="jqc-stat-row" href="{{ url_for('inspections.index', status='in_progress') }}">
+        <span class="jqc-stat-label">
+          In Process
+          {% if stale_in_progress %}<span class="badge bg-warning text-dark">{{ stale_in_progress }} stale</span>{% endif %}
+        </span>
+        <span class="jqc-stat-value" style="color:#1B9AD1;">{{ in_progress_total }}</span>
+      </a>
+      <a class="jqc-stat-row" href="{{ url_for('inspections.index', status='follow_up') }}">
+        <span class="jqc-stat-label">Pending to follow up</span>
+        <span class="jqc-stat-value" style="color:#E0A800;">{{ pending_followups }}</span>
+      </a>
+      {% endif %}
+    </div>
+  </div>
+
+  <!-- Open Issues -->
+  <div class="col-12 col-lg-4">
+    <div class="jqc-card h-100">
+      <div class="jqc-card-title">
+        <span class="jqc-tile-icon"><i class="bi bi-exclamation-triangle"></i></span>Open Issues
+      </div>
+      <a class="jqc-stat-row" href="{{ url_for('issues.index', status='open', handler_type='internal') }}">
+        <span class="jqc-stat-label"><span class="jqc-dot" style="background:#E8722C;"></span>Janitorial</span>
+        <span class="jqc-stat-value">{{ handler_breakdown.internal }}</span>
+      </a>
+      <a class="jqc-stat-row" href="{{ url_for('issues.index', status='open', handler_type='facility') }}">
+        <span class="jqc-stat-label"><span class="jqc-dot" style="background:#155F82;"></span>Facility Staff</span>
+        <span class="jqc-stat-value">{{ handler_breakdown.facility }}</span>
+      </a>
+      <a class="jqc-stat-row" href="{{ url_for('issues.index', status='open', handler_type='vendor') }}">
+        <span class="jqc-stat-label"><span class="jqc-dot" style="background:#25AEE4;"></span>Vendors</span>
+        <span class="jqc-stat-value">{{ handler_breakdown.vendor }}</span>
+      </a>
+      {% if current_user.role != 'customer' %}
+      <a class="jqc-stat-row" href="{{ url_for('issues.index', status='pending_verification') }}">
+        <span class="jqc-stat-label"><span class="jqc-dot" style="background:#E0A800;"></span>Pending Verification</span>
+        <span class="jqc-stat-value">{{ pending_verification }}</span>
+      </a>
+      <a class="jqc-stat-row" href="{{ url_for('issues.index', status='open', unassigned='1') }}">
+        <span class="jqc-stat-label"><span class="jqc-dot" style="background:#D9534F;"></span>Unassigned Issue</span>
+        <span class="jqc-stat-value">{{ unassigned_open }}</span>
+      </a>
+      {% endif %}
+    </div>
+  </div>
+
+  <!-- SLA Issues -->
+  <div class="col-12 col-lg-4">
+    <div class="jqc-card h-100">
+      <div class="jqc-card-title">
+        <span class="jqc-tile-icon"><i class="bi bi-clock-history"></i></span>SLA Issues
+      </div>
+      <a class="jqc-stat-row" href="{{ url_for('issues.index', sla='breached') }}">
+        <span class="jqc-stat-label"><span class="jqc-dot" style="background:#D9534F;"></span>SLA Alert</span>
+        <span class="jqc-stat-value" style="color:#D9534F;">{{ sla_breached }}</span>
+      </a>
+      <a class="jqc-stat-row" href="{{ url_for('issues.index', sla='at_risk') }}">
+        <span class="jqc-stat-label"><span class="jqc-dot" style="background:#E0A800;"></span>SLA At Risk</span>
+        <span class="jqc-stat-value" style="color:#E0A800;">{{ sla_at_risk }}</span>
+      </a>
+      <a class="jqc-stat-row" href="{{ url_for('issues.index', date_from=today_str, date_to=today_str) }}">
+        <span class="jqc-stat-label"><span class="jqc-dot" style="background:#25AEE4;"></span>Issues Opened Today</span>
+        <span class="jqc-stat-value">{{ issues_opened_today }}</span>
+      </a>
+      <a class="jqc-stat-row" href="{{ url_for('issues.index', status='resolved', date_from=today_str, date_to=today_str) }}">
+        <span class="jqc-stat-label"><span class="jqc-dot" style="background:#2E7D4F;"></span>Resolved Today</span>
+        <span class="jqc-stat-value" style="color:#2E7D4F;">{{ resolved_today }}</span>
+      </a>
+    </div>
+  </div>
+</div>
+
+{# ── Recent activity ──────────────────────────────────────────────────── #}
+<div class="jqc-card">
+  <div class="d-flex justify-content-between align-items-center mb-3">
+    <div class="jqc-card-title mb-0">
+      <span class="jqc-tile-icon"><i class="bi bi-clock-history"></i></span>Recent Activities
+    </div>
+    <a href="{{ url_for('inspections.index') }}" class="btn btn-sm btn-outline-primary">View all</a>
+  </div>
+  {% if recent_inspections %}
+  <div class="jqc-table-wrap table-responsive">
+    <table class="table table-hover">
+      <thead>
+        <tr>
+          <th>Date</th>
+          <th>Facility Name</th>
+          <th>Area</th>
+          {% if not current_user.is_inspector %}<th>Inspector</th>{% endif %}
+          <th>Score</th>
+          <th>Status</th>
+        </tr>
+      </thead>
+      <tbody>
+        {% for insp in recent_inspections %}
+        {# The row stays click-anywhere for the mouse, but the date is a real
+           link so the row is keyboard-reachable and openable in a new tab.
+           The guard stops the row handler from double-firing on that link. #}
+        <tr style="cursor:pointer;"
+            onclick="if(!event.target.closest('a')) window.location='{{ url_for('inspections.view', inspection_id=insp.id) }}'">
+          <td>
+            <a href="{{ url_for('inspections.view', inspection_id=insp.id) }}"
+               class="text-decoration-none"><small>{{ insp.inspection_date.strftime('%b %d, %Y') }}</small></a>
+          </td>
+          <td>{{ insp.facility.name }}</td>
+          <td>{{ insp.area.name if insp.area else '—' }}</td>
+          {% if not current_user.is_inspector %}<td>{{ insp.inspector.display_name }}</td>{% endif %}
+          <td>
+            {% if insp.overall_score %}
+            <span class="badge bg-{% if insp.overall_score >= 90 %}success{% elif insp.overall_score >= 70 %}warning{% else %}danger{% endif %}">
+              {{ insp.overall_score }}%
+            </span>
+            {% else %}
+            <span class="text-muted">—</span>
+            {% endif %}
+          </td>
+          <td>
+            <span class="badge bg-{% if insp.status == 'completed' %}success{% elif insp.status == 'flagged' %}danger{% else %}secondary{% endif %}">
+              {{ 'Submitted' if insp.status == 'completed' else insp.status|title }}
+            </span>
+          </td>
+        </tr>
+        {% endfor %}
+      </tbody>
+    </table>
+  </div>
+  {% else %}
+  <div class="text-center py-4 text-muted">
+    <i class="bi bi-inbox fs-2 d-block mb-2"></i>No recent inspections.
+  </div>
+  {% endif %}
+</div>
+
+{# ── My open issues (inspector widget) ────────────────────────────────── #}
+{% if my_issues %}
+<div class="jqc-card">
+  <div class="d-flex justify-content-between align-items-center mb-3">
+    <div class="jqc-card-title mb-0">
+      <span class="jqc-tile-icon"><i class="bi bi-person-check"></i></span>My Open Issues
+    </div>
+    <a href="{{ url_for('issues.index') }}" class="btn btn-sm btn-outline-primary">View all</a>
+  </div>
+  <div class="jqc-table-wrap table-responsive">
+    <table class="table table-hover mb-0">
+      <thead>
+        <tr>
+          <th style="width:60px;">ID</th>
+          <th style="width:90px;">Severity</th>
+          <th>Facility / Description</th>
+          <th style="width:100px;">Status</th>
+          <th style="width:120px;">SLA</th>
+        </tr>
+      </thead>
+      <tbody>
+        {% for issue in my_issues %}
+        {% set sla = sla_status(issue) %}
+        <tr class="{{ 'table-danger' if sla == 'breached' else 'table-warning' if sla == 'at_risk' else '' }}">
+          <td>
+            <a href="{{ url_for('issues.view', issue_id=issue.id) }}" class="text-decoration-none fw-semibold">#{{ issue.id }}</a>
+          </td>
+          <td>
+            <span class="badge bg-{{ 'danger' if issue.severity in ['critical','high'] else 'warning text-dark' if issue.severity == 'medium' else 'secondary' }}">
+              {{ issue.severity|title }}
+            </span>
+          </td>
+          <td>
+            <div>{{ issue.resolved_facility.name if issue.resolved_facility else '—' }}</div>
+            <div class="text-muted small">{{ issue.description[:60] }}{% if issue.description|length > 60 %}…{% endif %}</div>
+          </td>
+          <td>
+            <span class="badge bg-{{ 'warning text-dark' if issue.status == 'in_progress' else 'danger' }}">
+              {{ issue.status|replace('_',' ')|title }}
+            </span>
+          </td>
+          <td>
+            {% if sla == 'breached' %}
+            <span class="badge bg-danger"><i class="bi bi-alarm me-1"></i>Breached</span>
+            {% elif sla == 'at_risk' %}
+            <span class="badge bg-warning text-dark"><i class="bi bi-hourglass-split me-1"></i>{{ sla_hours_remaining(issue)|abs|round(1) }}h left</span>
+            {% else %}
+            <span class="badge bg-secondary">OK</span>
+            {% endif %}
+          </td>
+        </tr>
+        {% endfor %}
+      </tbody>
+    </table>
+  </div>
+</div>
+{% endif %}
+
+{# ── Customer portal: scoped facilities panel ─────────────────────────── #}
+{% if current_user.role == 'customer' and customer_facilities %}
+<div class="jqc-card">
+  <div class="jqc-card-title">
+    <span class="jqc-tile-icon"><i class="bi bi-building"></i></span>Your Facilities
+    <span class="badge bg-secondary rounded-pill ms-2">{{ customer_facilities|length }}</span>
+  </div>
+  {% if customer_facilities|length > 6 %}
+  <div class="mb-3">
+    <input type="text" id="facilitySearch" class="form-control form-control-sm"
+           placeholder="Search facilities…" aria-label="Search facilities">
+  </div>
+  {% endif %}
+  <div class="row g-3" id="facilityGrid">
+    {% for f in customer_facilities %}
+    <div class="col-12 col-sm-6 col-lg-4 facility-col">
+      <div class="border rounded-3 p-3 h-100 d-flex flex-column facility-card">
+        <div class="fw-semibold mb-1">{{ f.name }}</div>
+        <div class="text-muted" style="font-size:.82rem;">{{ f.address or '—' }}</div>
+        <div class="my-2">
+          <span class="badge bg-light text-dark border">{{ f.project.name if f.project else '—' }}</span>
+        </div>
+        <div class="mt-auto pt-1">
+          <a href="{{ url_for('facilities.view_facility', facility_id=f.id) }}"
+             class="btn btn-sm btn-outline-primary"><i class="bi bi-eye"></i> View</a>
+          <a href="{{ url_for('reports.facility_report', facility_id=f.id) }}"
+             class="btn btn-sm btn-outline-secondary ms-1"><i class="bi bi-graph-up"></i> Report</a>
+        </div>
+      </div>
+    </div>
+    {% endfor %}
+  </div>
+  {% if customer_facilities|length > 9 %}
+  <div id="facilityShowMore" class="text-center mt-3">
+    <button class="btn btn-sm btn-link text-muted" id="toggleFacilities">
+      Show all {{ customer_facilities|length }} facilities <i class="bi bi-chevron-down"></i>
+    </button>
+  </div>
+  {% endif %}
+</div>
+
+{# Same VISIBLE = 9 / search > 6 thresholds as the classic dashboard (rule 65). #}
+<script>
+(function () {
+{% if customer_facilities|length > 9 %}
+  var VISIBLE  = 9;
+  var cols     = document.querySelectorAll('#facilityGrid .facility-col');
+  var btn      = document.getElementById('toggleFacilities');
+  var expanded = false;
+
+  cols.forEach(function (c, i) { if (i >= VISIBLE) c.style.display = 'none'; });
+
+  btn.addEventListener('click', function () {
+    expanded = !expanded;
+    cols.forEach(function (c, i) {
+      if (i >= VISIBLE) c.style.display = expanded ? '' : 'none';
+    });
+    btn.innerHTML = expanded
+      ? 'Show fewer <i class="bi bi-chevron-up"></i>'
+      : 'Show all {{ customer_facilities|length }} facilities <i class="bi bi-chevron-down"></i>';
+  });
+{% endif %}
+{% if customer_facilities|length > 6 %}
+  document.getElementById('facilitySearch').addEventListener('input', function () {
+    var q = this.value.toLowerCase();
+    document.querySelectorAll('#facilityGrid .facility-col').forEach(function (col) {
+      var match = col.querySelector('.facility-card').textContent.toLowerCase().includes(q);
+      col.style.display = match ? '' : 'none';
+    });
+    var more = document.getElementById('facilityShowMore');
+    if (more) more.style.display = this.value ? 'none' : '';
+  });
+{% endif %}
+})();
+</script>
+{% endif %}
+
+{% endblock %}

app/templates/modern/facilities/list.html

@@ -0,0 +1,271 @@
+{% extends "base.html" %}
+
+{% block title %}Facilities{% endblock %}
+
+{#
+  MODERN facilities page (design A/B test — slide 5 of JQC_design).
+
+  The four hub cards are new; everything below them is the original grouped
+  facility list, delete modal and JS, unchanged — no functionality removed.
+#}
+
+{% block content %}
+<div class="jqc-page-head center">
+  <div class="jqc-page-title">Facilities</div>
+  <div class="jqc-page-sub text-center">Manage facility records, statistics and QR access</div>
+</div>
+
+<div class="row g-4 mb-4">
+  {% if not current_user.is_inspector %}
+  <div class="col-12 col-lg-6">
+    <a class="jqc-hub-card" href="{{ url_for('facilities.qr_print_all') }}">
+      <div class="d-flex gap-4 align-items-start">
+        <span class="jqc-tile-icon lg"><i class="bi bi-qr-code"></i></span>
+        <div>
+          <div class="jqc-hub-title">Print QR Code</div>
+          <div class="jqc-hub-text">Generate and print scannable QR codes for every facility entrance and asset.</div>
+        </div>
+      </div>
+      <div class="jqc-hub-open">Open &rarr;</div>
+    </a>
+  </div>
+  {% endif %}
+
+  <div class="col-12 col-lg-6">
+    <a class="jqc-hub-card" href="#facility-list">
+      <div class="d-flex gap-4 align-items-start">
+        <span class="jqc-tile-icon lg"><i class="bi bi-buildings"></i></span>
+        <div>
+          <div class="jqc-hub-title">Facilities Information</div>
+          <div class="jqc-hub-text">View addresses, contacts, contracts and service details in one place.</div>
+        </div>
+      </div>
+      <div class="jqc-hub-open">Open &rarr;</div>
+    </a>
+  </div>
+
+  <div class="col-12 col-lg-6">
+    <a class="jqc-hub-card" href="{{ url_for('reports.index') }}">
+      <div class="d-flex gap-4 align-items-start">
+        <span class="jqc-tile-icon lg"><i class="bi bi-pie-chart"></i></span>
+        <div>
+          <div class="jqc-hub-title">Facilities Statistics</div>
+          <div class="jqc-hub-text">Track inspection scores and issue trends by location over time.</div>
+        </div>
+      </div>
+      <div class="jqc-hub-open">Open &rarr;</div>
+    </a>
+  </div>
+
+  {% if current_user.role in ['admin', 'director'] %}
+  <div class="col-12 col-lg-6">
+    <a class="jqc-hub-card" href="{{ url_for('templates.index') }}">
+      <div class="d-flex gap-4 align-items-start">
+        <span class="jqc-tile-icon lg"><i class="bi bi-gear"></i></span>
+        <div>
+          <div class="jqc-hub-title">Customize</div>
+          <div class="jqc-hub-text">Configure inspection templates, checklist items and scoring for your facilities.</div>
+        </div>
+      </div>
+      <div class="jqc-hub-open">Open &rarr;</div>
+    </a>
+  </div>
+  {% endif %}
+</div>
+
+{# ── Original facility list (unchanged) ───────────────────────────────── #}
+<div id="facility-list" class="d-flex flex-wrap justify-content-between align-items-center mb-3 gap-2">
+  <h2 class="mb-0" style="font-size:1.4rem;font-weight:800;">
+    <i class="bi bi-building"></i> All Facilities
+  </h2>
+  <div>
+    {% if not current_user.is_inspector %}
+    <a href="{{ url_for('facilities.qr_print_all') }}"
+       class="btn btn-outline-dark" title="Printable sheet of your facilities' QR codes">
+      <i class="bi bi-qr-code"></i> Print All QR Codes
+    </a>
+    {% endif %}
+    {% if current_user.role in ['admin', 'director'] %}
+    <a href="{{ url_for('facilities.create_facility') }}" class="btn btn-primary">
+      <i class="bi bi-plus-circle"></i> Add Facility
+    </a>
+    {% endif %}
+  </div>
+</div>
+
+{% if grouped %}
+  {% for group_key, group in grouped.items() %}
+  {# ── Contract group header ────────────────────────────────────────────── #}
+  {% set collapse_id = 'contract-' ~ loop.index %}
+  <div class="mb-4">
+    <div class="d-flex align-items-center mb-2">
+      <button class="btn btn-link text-decoration-none p-0 d-flex align-items-center gap-2 fw-semibold fs-5"
+              type="button"
+              data-bs-toggle="collapse"
+              data-bs-target="#{{ collapse_id }}"
+              aria-expanded="false"
+              aria-controls="{{ collapse_id }}">
+        <i class="bi bi-chevron-down contract-chevron" style="transition: transform .2s; transform: rotate(-90deg);"></i>
+        {% if group.project %}
+          <i class="bi bi-briefcase text-primary"></i>
+          {{ group.project.name }}
+        {% else %}
+          <i class="bi bi-dash-circle text-secondary"></i>
+          <span class="text-secondary">No Contract Assigned</span>
+        {% endif %}
+      </button>
+      <span class="badge bg-secondary ms-2">{{ group.facilities|length }}</span>
+      {% if group.project and current_user.role in ['admin', 'director', 'project_manager', 'auditor'] %}
+      <a href="{{ url_for('projects.view', project_id=group.project.id) }}"
+         class="btn btn-sm btn-outline-secondary ms-2"
+         title="View Contract">
+        <i class="bi bi-arrow-right-circle"></i>
+      </a>
+      {% endif %}
+    </div>
+
+    {# ── Collapsible card grid ─────────────────────────────────────────── #}
+    <div class="collapse" id="{{ collapse_id }}">
+      <div class="row">
+        {% for facility in group.facilities %}
+        <div class="col-sm-6 col-md-4 col-lg-3 mb-3">
+          <div class="card shadow-sm h-100">
+            <div class="card-body py-2 px-3">
+              <div class="mb-1" style="font-size:.875rem;font-weight:600;line-height:1.3;">
+                <a href="{{ url_for('facilities.view_facility', facility_id=facility.id) }}" class="text-decoration-none">
+                  {{ facility.name }}
+                </a>
+                {% if not facility.active %}
+                <span class="badge bg-secondary" style="font-size:.7rem;">Inactive</span>
+                {% endif %}
+              </div>
+
+              {% if facility.address %}
+              <p class="card-text text-muted mb-1" style="font-size:.78rem;">
+                <i class="bi bi-geo-alt"></i> {{ facility.address }}
+              </p>
+              {% endif %}
+
+              <div class="mt-1">
+                <small class="text-muted" style="font-size:.78rem;">
+                  <i class="bi bi-diagram-3"></i> {{ facility.areas.count() }} areas
+                </small>
+              </div>
+            </div>
+            <div class="card-footer bg-transparent d-flex gap-2 py-2 px-3">
+              <a href="{{ url_for('facilities.view_facility', facility_id=facility.id) }}" class="btn btn-sm btn-outline-primary">
+                <i class="bi bi-eye"></i> View Details
+              </a>
+              {% if current_user.role == 'admin' %}
+              <button type="button"
+                      class="btn btn-sm btn-outline-danger ms-auto"
+                      data-bs-toggle="modal"
+                      data-bs-target="#deleteModal"
+                      data-facility-id="{{ facility.id }}"
+                      data-facility-name="{{ facility.name }}"
+                      data-inspection-count="{{ facility.inspections.count() }}">
+                <i class="bi bi-trash"></i> Delete
+              </button>
+              {% endif %}
+            </div>
+          </div>
+        </div>
+        {% endfor %}
+      </div>
+    </div>
+  </div>
+  {% endfor %}
+
+{% else %}
+<div class="alert alert-info">
+  <i class="bi bi-info-circle"></i> No facilities configured yet.
+</div>
+{% endif %}
+
+{% if current_user.role == 'admin' %}
+<!-- Delete Confirmation Modal -->
+<div class="modal fade" id="deleteModal" tabindex="-1" aria-labelledby="deleteModalLabel" aria-hidden="true">
+    <div class="modal-dialog modal-dialog-centered">
+        <div class="modal-content">
+            <div class="modal-header bg-danger text-white">
+                <h5 class="modal-title" id="deleteModalLabel">
+                    <i class="bi bi-exclamation-triangle-fill"></i> Confirm Deletion
+                </h5>
+                <button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
+            </div>
+            <div class="modal-body">
+                <p>You are about to permanently delete:</p>
+                <p class="fw-bold fs-5" id="modalFacilityName"></p>
+                <div id="modalWarningBlock" class="alert alert-danger d-none">
+                    <i class="bi bi-x-circle-fill"></i>
+                    <strong>Cannot delete this facility.</strong> It has existing inspection records.
+                    Please remove all associated inspections first.
+                </div>
+                <div id="modalConfirmBlock">
+                    <p class="text-muted mb-0">This action is <strong>irreversible</strong>. All areas associated with this facility will also be deleted.</p>
+                </div>
+            </div>
+            <div class="modal-footer">
+                <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">
+                    <i class="bi bi-x-circle"></i> Cancel
+                </button>
+                <form id="deleteFacilityForm" method="POST" action="" class="d-inline">
+                    <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+                    <button type="submit" id="confirmDeleteBtn" class="btn btn-danger">
+                        <i class="bi bi-trash-fill"></i> Delete Permanently
+                    </button>
+                </form>
+            </div>
+        </div>
+    </div>
+</div>
+{% endif %}
+{% endblock %}
+
+{% block extra_js %}
+<script>
+document.addEventListener('DOMContentLoaded', function () {
+    // ── Rotate chevron on collapse toggle ────────────────────────────────
+    document.querySelectorAll('[data-bs-toggle="collapse"]').forEach(function (btn) {
+        const target = document.querySelector(btn.getAttribute('data-bs-target'));
+        if (!target) return;
+        const chevron = btn.querySelector('.contract-chevron');
+
+        target.addEventListener('hide.bs.collapse', function () {
+            if (chevron) chevron.style.transform = 'rotate(-90deg)';
+        });
+        target.addEventListener('show.bs.collapse', function () {
+            if (chevron) chevron.style.transform = 'rotate(0deg)';
+        });
+    });
+
+    {% if current_user.role == 'admin' %}
+    // ── Delete modal wiring ──────────────────────────────────────────────
+    const deleteModal = document.getElementById('deleteModal');
+    deleteModal.addEventListener('show.bs.modal', function (event) {
+        const button = event.relatedTarget;
+        const facilityId = button.getAttribute('data-facility-id');
+        const facilityName = button.getAttribute('data-facility-name');
+        const inspectionCount = parseInt(button.getAttribute('data-inspection-count'));
+
+        document.getElementById('modalFacilityName').textContent = facilityName;
+        document.getElementById('deleteFacilityForm').action = '/facilities/' + facilityId + '/delete';
+
+        const warningBlock = document.getElementById('modalWarningBlock');
+        const confirmBlock = document.getElementById('modalConfirmBlock');
+        const confirmBtn   = document.getElementById('confirmDeleteBtn');
+
+        if (inspectionCount > 0) {
+            warningBlock.classList.remove('d-none');
+            confirmBlock.classList.add('d-none');
+            confirmBtn.disabled = true;
+        } else {
+            warningBlock.classList.add('d-none');
+            confirmBlock.classList.remove('d-none');
+            confirmBtn.disabled = false;
+        }
+    });
+    {% endif %}
+});
+</script>
+{% endblock %}

app/templates/modern/inspections/list.html

@@ -0,0 +1,376 @@
+{% extends "base.html" %}
+{% block title %}Inspections{% endblock %}
+
+{#
+  MODERN inspections list (design A/B test).
+
+  Same context variables, same query params, same form field names and the same
+  three JS blocks as templates/inspections/list.html — only the chrome differs.
+  Nothing was dropped: every filter, column, badge, the pagination links and the
+  delete modal are carried over verbatim. `insp-list-link` is preserved on the
+  View/Continue buttons so filter-state restore on Back still works.
+#}
+
+{% block content %}
+
+{# Any non-empty query param other than the page number means the user has
+   actually filtered — used to show the match count only when it is meaningful. #}
+{% set active_filters = [] %}
+{% for _k, _v in request.args.items() %}
+  {% if _k != 'page' and _v %}{% set _ = active_filters.append(_k) %}{% endif %}
+{% endfor %}
+
+{# ── Header ───────────────────────────────────────────────────────────── #}
+<div class="d-flex flex-wrap justify-content-between align-items-end mb-4 gap-2">
+  <div>
+    <div class="jqc-page-title">Inspections</div>
+  </div>
+  {# Customer Directors schedule inspections for their own facilities, so the
+     Scheduled link is theirs too — but starting an ad-hoc inspection is not. #}
+  <div class="d-flex gap-2">
+    <a href="{{ url_for('inspection_schedules.index') }}" class="btn btn-outline-primary">
+      <i class="bi bi-calendar-check"></i> Scheduled
+    </a>
+    {% if current_user.role != 'customer' %}
+    <a href="{{ url_for('inspections.start') }}" class="btn btn-primary">
+      <i class="bi bi-plus-circle"></i> New Inspection
+    </a>
+    {% endif %}
+  </div>
+</div>
+
+{# ── Filters ──────────────────────────────────────────────────────────── #}
+{# Layout: fields fill two rows on the left; the actions sit in a block on the
+   right that spans both rows — Filter full-height, Clear above Export PDF.
+   Below the md breakpoint the action block wraps underneath, full width. #}
+<div class="jqc-filter-bar">
+  <form method="get">
+    <div class="d-flex flex-wrap gap-3 align-items-stretch">
+
+      {# ── Fields ──────────────────────────────────────────────────────── #}
+      <div class="flex-grow-1" style="min-width:min(100%, 620px);">
+        <div class="row g-2 align-items-end">
+          <div class="col-6 col-md-2">
+            <label class="form-label small mb-1">Inspection #</label>
+            <input type="number" name="inspection_id" class="form-control form-control-sm"
+                   min="1" placeholder="ID" value="{{ inspection_id_filter }}">
+          </div>
+          <div class="col-6 col-md-3">
+            <label class="form-label small mb-1">Status</label>
+            <select name="status" class="form-select form-select-sm">
+              <option value="">All Statuses</option>
+              {% for s in ['in_progress','completed','flagged'] %}
+              <option value="{{ s }}" {% if status_filter == s %}selected{% endif %}>{{ 'Submitted' if s == 'completed' else s|replace('_',' ')|title }}</option>
+              {% endfor %}
+              <option value="follow_up" {% if status_filter == 'follow_up' %}selected{% endif %}>Flagged Follow-up</option>
+              <option value="has_issues" {% if status_filter == 'has_issues' %}selected{% endif %}>Has Logged Issues</option>
+            </select>
+          </div>
+          <div class="col-12 col-md-3">
+            <label class="form-label small mb-1">Contract</label>
+            <select name="contract_id" id="insp_filter_contract" class="form-select form-select-sm">
+              <option value="">All Contracts</option>
+              {% for p in projects %}
+              <option value="{{ p.id }}" {% if contract_filter == p.id|string %}selected{% endif %}>{{ p.name }}</option>
+              {% endfor %}
+            </select>
+          </div>
+          <div class="col-12 col-md-4">
+            <label class="form-label small mb-1">Facility</label>
+            <select name="facility_id" id="insp_filter_facility" class="form-select form-select-sm">
+              <option value="">All Facilities</option>
+              {% for f in facilities %}
+              <option value="{{ f.id }}" {% if facility_filter == f.id|string %}selected{% endif %}>{{ f.name }}</option>
+              {% endfor %}
+            </select>
+          </div>
+        </div>
+
+        {# Second row. The score fields absorb the Inspector column's width when
+           the viewer is an inspector (they only ever see their own work, so the
+           dropdown is not rendered for them) — the row always totals 12. #}
+        <div class="row g-2 align-items-end mt-2">
+          {% if inspectors %}
+          <div class="col-12 col-md-4">
+            <label class="form-label small mb-1">Inspector</label>
+            <select name="inspector_id" class="form-select form-select-sm">
+              <option value="">All Inspectors</option>
+              {% for u in inspectors %}
+              <option value="{{ u.id }}" {% if inspector_filter == u.id|string %}selected{% endif %}>{{ u.display_name }}</option>
+              {% endfor %}
+            </select>
+          </div>
+          {% endif %}
+          <div class="col-6 col-md-{{ 3 if inspectors else 4 }}">
+            <label class="form-label small mb-1">Date From</label>
+            <input type="date" name="date_from" class="form-control form-control-sm"
+                   value="{{ date_from_filter }}">
+          </div>
+          <div class="col-6 col-md-{{ 3 if inspectors else 4 }}">
+            <label class="form-label small mb-1">Date To</label>
+            <input type="date" name="date_to" class="form-control form-control-sm"
+                   value="{{ date_to_filter }}">
+          </div>
+          <div class="col-6 col-md-{{ 1 if inspectors else 2 }}">
+            <label class="form-label small mb-1">Min Score</label>
+            <input type="number" name="score_min" class="form-control form-control-sm"
+                   min="0" max="100" placeholder="0" value="{{ score_min_filter }}">
+          </div>
+          <div class="col-6 col-md-{{ 1 if inspectors else 2 }}">
+            <label class="form-label small mb-1">Max Score</label>
+            <input type="number" name="score_max" class="form-control form-control-sm"
+                   min="0" max="100" placeholder="100" value="{{ score_max_filter }}">
+          </div>
+        </div>
+      </div>
+
+      {# ── Actions — spans both field rows ─────────────────────────────── #}
+      {# mt-md-4 drops the block by roughly one label's height, so the buttons
+         line up with the first row's INPUTS rather than its labels — that is
+         what makes them shorter, since they still stretch to the bottom of the
+         second row. The margin is md-only; below that the block wraps
+         underneath the fields and needs its full width and natural height. #}
+      <div class="d-flex gap-2 align-items-stretch flex-grow-1 flex-md-grow-0 mt-md-4">
+        <button type="submit"
+                class="btn btn-sm btn-primary d-flex align-items-center justify-content-center flex-grow-1 flex-md-grow-0"
+                style="min-width:88px;">
+          <span><i class="bi bi-funnel"></i> Filter</span>
+        </button>
+        <div class="d-flex flex-column gap-2 flex-grow-1 flex-md-grow-0">
+          <a href="{{ url_for('inspections.index') }}"
+             class="btn btn-sm btn-outline-secondary d-flex align-items-center justify-content-center flex-grow-1"
+             style="min-width:104px;">Clear</a>
+          <a id="exportPdfBtn"
+             href="{{ url_for('inspections.export_list_pdf', **request.args) }}"
+             class="btn btn-sm btn-outline-danger d-flex align-items-center justify-content-center flex-grow-1 text-nowrap"
+             style="min-width:104px;">
+            <span><i class="bi bi-file-earmark-pdf"></i> Export PDF</span>
+          </a>
+        </div>
+      </div>
+
+    </div>
+  </form>
+</div>
+
+{# ── Results ──────────────────────────────────────────────────────────── #}
+<div class="jqc-card">
+  {% if active_filters %}
+  <div class="text-muted small mb-2">
+    <i class="bi bi-funnel me-1"></i>
+    {{ inspections.total }} inspection{{ 's' if inspections.total != 1 }} match
+    {{ 'es' if inspections.total == 1 }} your filters
+  </div>
+  {% endif %}
+
+  {% if inspections.items %}
+  {% include 'partials/bulk_inspections_toolbar.html' %}
+  <div class="jqc-table-wrap table-responsive">
+    <table class="table table-hover mb-0">
+      <thead>
+        <tr>
+          <th style="width:34px;">
+            <input type="checkbox" class="form-check-input bulk-check-all"
+                   title="Select all on this page" aria-label="Select all">
+          </th>
+          <th>#</th><th>Date</th><th>Contract</th><th>Facility</th><th>Area</th>
+          <th>Template</th><th>Inspector</th><th>Score</th>
+          <th>Status</th><th></th>
+        </tr>
+      </thead>
+      <tbody>
+        {% for ins in inspections.items %}
+        <tr>
+          <td>
+            <input type="checkbox" class="form-check-input bulk-check"
+                   form="inspectionsBulkForm" name="inspection_ids" value="{{ ins.id }}"
+                   aria-label="Select inspection #{{ ins.id }}">
+          </td>
+          <td><small class="text-muted">#{{ ins.id }}</small></td>
+          <td class="text-nowrap">{{ ins.inspection_date.strftime('%Y-%m-%d %H:%M') }}</td>
+          <td><small>{{ ins.facility.project.name if ins.facility and ins.facility.project else '—' }}</small></td>
+          <td>{{ ins.facility.name }}</td>
+          <td>{% if ins.area %}{{ ins.area.name }}{% else %}<span class="text-muted">—</span>{% endif %}</td>
+          <td>
+            {{ ins.template.name }}
+            {% if ins.scheduled_inspection_id %}
+            <span class="badge bg-info text-dark ms-1" title="From a scheduled inspection">
+              <i class="bi bi-calendar-check"></i> Scheduled
+            </span>
+            {% endif %}
+          </td>
+          <td>{{ ins.inspector.display_name }}</td>
+          <td>
+            {% if ins.overall_score %}
+            <span class="badge bg-{{ 'success' if ins.overall_score >= 90 else 'warning' if ins.overall_score >= 70 else 'danger' }}">
+              {{ ins.overall_score }}%
+            </span>
+            {% else %}<span class="text-muted">—</span>{% endif %}
+          </td>
+          <td>
+            <span class="badge bg-{{ 'success' if ins.status == 'completed' else 'danger' if ins.status == 'flagged' else 'secondary' }}">
+              {{ 'Submitted' if ins.status == 'completed' else ins.status|replace('_',' ')|title }}
+            </span>
+            {% if ins.status == 'in_progress' %}
+              {% set hours_open = ((now - ins.inspection_date).total_seconds() / 3600) %}
+              {% if hours_open > 24 %}
+              <span class="badge bg-warning text-dark ms-1" title="In progress for over 24 hours — may be stale">
+                <i class="bi bi-clock-history"></i> Stale
+              </span>
+              {% endif %}
+            {% endif %}
+            {% if ins.follow_up_required and not ins.follow_ups.count() %}
+            <span class="badge bg-danger ms-1" title="Follow-up re-inspection required">
+              <i class="bi bi-arrow-repeat"></i> Follow-up
+            </span>
+            {% endif %}
+          </td>
+          <td class="text-nowrap">
+            {% if ins.status == 'in_progress' or ins.status == 'flagged' %}
+            <a href="{{ url_for('inspections.execute', inspection_id=ins.id, next=current_url()) }}" class="btn btn-sm btn-outline-primary insp-list-link">Continue</a>
+            {% else %}
+            <a href="{{ url_for('inspections.view', inspection_id=ins.id, next=current_url()) }}" class="btn btn-sm btn-outline-secondary insp-list-link">View</a>
+            {% endif %}
+            {% if current_user.role in ['admin', 'director'] %}
+            <button type="button"
+                    class="btn btn-sm btn-outline-danger ms-1"
+                    data-bs-toggle="modal"
+                    data-bs-target="#deleteInspectionModal"
+                    data-inspection-id="{{ ins.id }}"
+                    data-inspection-label="{{ ins.template.name }} — {{ ins.facility.name }} ({{ ins.inspection_date.strftime('%Y-%m-%d') }})"
+                    title="Delete inspection">
+              <i class="bi bi-trash3"></i>
+            </button>
+            {% endif %}
+          </td>
+        </tr>
+        {% endfor %}
+      </tbody>
+    </table>
+  </div>
+
+  {# Pagination #}
+  {% if inspections.pages > 1 %}
+  <div class="d-flex justify-content-center pt-3">
+    <nav><ul class="pagination pagination-sm mb-0">
+      {% for p in inspections.iter_pages(left_edge=1, right_edge=1, left_current=2, right_current=2) %}
+        {% if p %}
+        <li class="page-item {{ 'active' if p == inspections.page }}">
+          <a class="page-link" href="{{ url_for('inspections.index', page=p, inspection_id=inspection_id_filter, status=status_filter, contract_id=contract_filter, facility_id=facility_filter, date_from=date_from_filter, date_to=date_to_filter, score_min=score_min_filter, score_max=score_max_filter, inspector_id=inspector_filter) }}">{{ p }}</a>
+        </li>
+        {% else %}
+        <li class="page-item disabled"><span class="page-link">…</span></li>
+        {% endif %}
+      {% endfor %}
+    </ul></nav>
+  </div>
+  {% endif %}
+
+  {% else %}
+  <div class="text-center py-5 text-muted">
+    <i class="bi bi-clipboard-x fs-2 d-block mb-2"></i>
+    No inspections found.
+    <div class="mt-2">
+      <a href="{{ url_for('inspections.index') }}" class="btn btn-sm btn-outline-secondary">Clear filters</a>
+    </div>
+  </div>
+  {% endif %}
+</div>
+
+{% if current_user.role in ['admin', 'director'] %}
+<!-- Delete Inspection Confirmation Modal -->
+<div class="modal fade" id="deleteInspectionModal" tabindex="-1" aria-labelledby="deleteInspectionModalLabel" aria-hidden="true">
+  <div class="modal-dialog modal-dialog-centered">
+    <div class="modal-content">
+      <div class="modal-header bg-danger text-white">
+        <h5 class="modal-title" id="deleteInspectionModalLabel">
+          <i class="bi bi-exclamation-triangle-fill"></i> Confirm Deletion
+        </h5>
+        <button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
+      </div>
+      <div class="modal-body">
+        <p>You are about to permanently delete the following inspection:</p>
+        <p class="fw-bold" id="deleteInspectionLabel"></p>
+        <p class="text-muted mb-0">This will also remove all associated results, flagged issues, and uploaded photos. This action is <strong>irreversible</strong>.</p>
+      </div>
+      <div class="modal-footer">
+        <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">
+          <i class="bi bi-x-circle"></i> Cancel
+        </button>
+        <form id="deleteInspectionForm" method="POST" action="" class="d-inline">
+          <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+          <input type="hidden" name="next" value="{{ current_url() }}">
+          <button type="submit" class="btn btn-danger">
+            <i class="bi bi-trash3-fill"></i> Delete Permanently
+          </button>
+        </form>
+      </div>
+    </div>
+  </div>
+</div>
+{% endif %}
+{% endblock %}
+
+{% block extra_js %}
+{% include 'partials/bulk_select_js.html' %}
+<script>
+(function () {
+  'use strict';
+  // Save current filtered URL so view/execute pages can restore it on Back
+  var links = document.querySelectorAll('.insp-list-link');
+  links.forEach(function (a) {
+    a.addEventListener('click', function () {
+      sessionStorage.setItem('insp_list_back_url', window.location.href);
+    });
+  });
+}());
+</script>
+
+<script>
+(function () {
+  'use strict';
+  var contractSel = document.getElementById('insp_filter_contract');
+  var facilitySel = document.getElementById('insp_filter_facility');
+  if (!contractSel || !facilitySel) return;
+
+  var FACILITIES_URL = '{{ url_for("inspections.facilities_for_project", project_id=0) }}'.replace('/0', '/');
+
+  contractSel.addEventListener('change', function () {
+    var projectId = this.value;
+    facilitySel.value = '';
+    if (!projectId) {
+      facilitySel.innerHTML = '<option value="">All Facilities</option>';
+      return;
+    }
+    facilitySel.disabled = true;
+    facilitySel.innerHTML = '<option value="">Loading…</option>';
+    fetch(FACILITIES_URL + projectId)
+      .then(function (r) { return r.json(); })
+      .then(function (data) {
+        var html = '<option value="">All Facilities</option>';
+        data.forEach(function (f) {
+          html += '<option value="' + f.id + '">' + f.name + '</option>';
+        });
+        facilitySel.innerHTML = html;
+        facilitySel.disabled  = false;
+      })
+      .catch(function () { facilitySel.disabled = false; });
+  });
+}());
+</script>
+
+{% if current_user.role in ['admin', 'director'] %}
+<script>
+document.addEventListener('DOMContentLoaded', function () {
+  const modal = document.getElementById('deleteInspectionModal');
+  modal.addEventListener('show.bs.modal', function (event) {
+    const btn   = event.relatedTarget;
+    const id    = btn.getAttribute('data-inspection-id');
+    const label = btn.getAttribute('data-inspection-label');
+    document.getElementById('deleteInspectionLabel').textContent = label;
+    document.getElementById('deleteInspectionForm').action = '/inspections/' + id + '/delete';
+  });
+});
+</script>
+{% endif %}
+{% endblock %}

app/templates/modern/issues/list.html

@@ -0,0 +1,420 @@
+{% extends "base.html" %}
+{% block title %}Issues{% endblock %}
+
+{#
+  MODERN issues list (design A/B test).
+
+  Same context variables, query params, form field names and JS as
+  templates/issues/list.html — only the chrome differs. Every filter, column,
+  badge, the quick-assign control, follow/unfollow, delete and the pagination
+  links are carried over verbatim.
+#}
+
+{% block content %}
+
+{# Any non-empty query param other than the page number means the user has
+   actually filtered — used to show the match count only when it is meaningful. #}
+{% set active_filters = [] %}
+{% for _k, _v in request.args.items() %}
+  {% if _k != 'page' and _v %}{% set _ = active_filters.append(_k) %}{% endif %}
+{% endfor %}
+
+{# ── Header ───────────────────────────────────────────────────────────── #}
+<div class="d-flex flex-wrap justify-content-between align-items-end mb-4 gap-2">
+  <div>
+    <div class="jqc-page-title">Issues</div>
+  </div>
+  {% if current_user.role in ['admin','director','customer','auditor'] %}
+  <a href="{{ url_for('issues.create') }}" class="btn btn-danger">
+    <i class="bi bi-plus-circle"></i> Log Issue
+  </a>
+  {% endif %}
+</div>
+
+{# ── Filters ──────────────────────────────────────────────────────────── #}
+{# Same layout as the modern inspections list: fields fill two rows on the left,
+   actions in a block on the right spanning both — Filter full-height, Clear
+   above Export PDF. Contract and Facility stay adjacent because they cascade
+   (rule 61). Below md the action block wraps underneath, full width. #}
+<div class="jqc-filter-bar">
+  <form method="get">
+    <div class="d-flex flex-wrap gap-3 align-items-stretch">
+
+      {# ── Fields ──────────────────────────────────────────────────────── #}
+      <div class="flex-grow-1" style="min-width:min(100%, 620px);">
+        <div class="row g-2 align-items-end">
+          <div class="col-6 col-md-2">
+            <label class="form-label small mb-1">Issue #</label>
+            <input type="number" name="issue_id" class="form-control form-control-sm"
+                   min="1" placeholder="ID" value="{{ issue_id_filter }}">
+          </div>
+          <div class="col-6 col-md-2">
+            <label class="form-label small mb-1">Severity</label>
+            <select name="severity" class="form-select form-select-sm">
+              <option value="">All</option>
+              {% for s in ['critical','high','medium','low'] %}
+              <option value="{{ s }}" {{ 'selected' if severity_filter == s }}>{{ s|title }}</option>
+              {% endfor %}
+            </select>
+          </div>
+          <div class="col-6 col-md-2">
+            <label class="form-label small mb-1">Status</label>
+            <select name="status" class="form-select form-select-sm">
+              <option value="">All</option>
+              {% for s in ['open','in_progress','pending_verification','resolved'] %}
+              <option value="{{ s }}" {{ 'selected' if status_filter == s }}>{{ s|replace('_',' ')|title }}</option>
+              {% endfor %}
+            </select>
+          </div>
+          <div class="col-12 col-md-3">
+            <label class="form-label small mb-1">Contract</label>
+            <select name="contract_id" id="filter_contract_id" class="form-select form-select-sm">
+              <option value="">All Contracts</option>
+              {% for p in projects %}
+              <option value="{{ p.id }}" {{ 'selected' if contract_filter == p.id|string }}>{{ p.name }}</option>
+              {% endfor %}
+            </select>
+          </div>
+          <div class="col-12 col-md-3">
+            <label class="form-label small mb-1">Facility</label>
+            <select name="facility_id" id="filter_facility_id" class="form-select form-select-sm">
+              <option value="">All Facilities</option>
+              {% for f in facilities %}
+              <option value="{{ f.id }}" {{ 'selected' if facility_filter == f.id|string }}>{{ f.name }}</option>
+              {% endfor %}
+            </select>
+          </div>
+        </div>
+
+        <div class="row g-2 align-items-end mt-2">
+          <div class="col-6 col-md-2">
+            <label class="form-label small mb-1">SLA</label>
+            <select name="sla" class="form-select form-select-sm">
+              <option value="">All</option>
+              <option value="breached" {{ 'selected' if sla_filter == 'breached' }}>Breached</option>
+              <option value="at_risk"  {{ 'selected' if sla_filter == 'at_risk' }}>At Risk</option>
+              <option value="ok"       {{ 'selected' if sla_filter == 'ok' }}>OK</option>
+            </select>
+          </div>
+          <div class="col-6 col-md-3">
+            <label class="form-label small mb-1">Reported From</label>
+            <input type="date" name="date_from" class="form-control form-control-sm"
+                   value="{{ date_from_filter }}">
+          </div>
+          <div class="col-6 col-md-3">
+            <label class="form-label small mb-1">Reported To</label>
+            <input type="date" name="date_to" class="form-control form-control-sm"
+                   value="{{ date_to_filter }}">
+          </div>
+          <div class="col-6 col-md-2">
+            <label class="form-label small mb-1">Reporter</label>
+            <select name="reporter_id" class="form-select form-select-sm">
+              <option value="">All Reporters</option>
+              {% for u in reporters %}
+              <option value="{{ u.id }}" {{ 'selected' if reporter_filter == u.id|string }}>{{ u.display_name }}</option>
+              {% endfor %}
+            </select>
+          </div>
+          <div class="col-12 col-md-2">
+            <label class="form-label small mb-1">Handled By</label>
+            <select name="handler_type" class="form-select form-select-sm">
+              <option value="">All Handlers</option>
+              <option value="internal" {{ 'selected' if handler_type_filter == 'internal' }}>Janitorial Staff</option>
+              <option value="facility" {{ 'selected' if handler_type_filter == 'facility' }}>Facility Staff</option>
+              <option value="vendor"   {{ 'selected' if handler_type_filter == 'vendor' }}>External Vendor</option>
+            </select>
+          </div>
+        </div>
+      </div>
+
+      {# ── Actions — spans both field rows ─────────────────────────────── #}
+      {# mt-md-4 drops the block by roughly one label's height, so the buttons
+         line up with the first row's INPUTS rather than its labels — that is
+         what makes them shorter, since they still stretch to the bottom of the
+         second row. The margin is md-only; below that the block wraps
+         underneath the fields and needs its full width and natural height. #}
+      <div class="d-flex gap-2 align-items-stretch flex-grow-1 flex-md-grow-0 mt-md-4">
+        <button type="submit"
+                class="btn btn-sm btn-primary d-flex align-items-center justify-content-center flex-grow-1 flex-md-grow-0"
+                style="min-width:88px;">
+          <span><i class="bi bi-funnel"></i> Filter</span>
+        </button>
+        <div class="d-flex flex-column gap-2 flex-grow-1 flex-md-grow-0">
+          <a href="{{ url_for('issues.index') }}"
+             class="btn btn-sm btn-outline-secondary d-flex align-items-center justify-content-center flex-grow-1"
+             style="min-width:104px;">Clear</a>
+          <a href="{{ url_for('issues.export_list_pdf', **request.args) }}"
+             class="btn btn-sm btn-outline-danger d-flex align-items-center justify-content-center flex-grow-1 text-nowrap"
+             style="min-width:104px;">
+            <span><i class="bi bi-file-earmark-pdf"></i> Export PDF</span>
+          </a>
+        </div>
+      </div>
+
+    </div>
+  </form>
+</div>
+
+{# ── Results ──────────────────────────────────────────────────────────── #}
+<div class="jqc-card">
+  {% if active_filters %}
+  <div class="text-muted small mb-2">
+    <i class="bi bi-funnel me-1"></i>
+    {{ issues.total }} issue{{ 's' if issues.total != 1 }} match
+    {{ 'es' if issues.total == 1 }} your filters
+  </div>
+  {% endif %}
+
+  {% if issues.items %}
+  {% include 'partials/bulk_issues_toolbar.html' %}
+  <div class="jqc-table-wrap table-responsive">
+    <table class="table table-hover mb-0">
+      <thead>
+        <tr>
+          <th style="width:34px;">
+            <input type="checkbox" class="form-check-input bulk-check-all"
+                   title="Select all on this page" aria-label="Select all">
+          </th>
+          <th>#</th>
+          <th>Reported</th>
+          <th>Severity</th>
+          <th>Contract</th>
+          <th>Facility / Area</th>
+          <th>Description</th>
+          <th>Status</th>
+          <th>SLA</th>
+          <th>Reporter</th>
+          <th>Assigned</th>
+          <th></th>
+        </tr>
+      </thead>
+      <tbody>
+        {% for issue in issues.items %}
+        {% set is_following = issue.id in followed_ids %}
+        {% set sla = sla_status(issue) %}
+        <tr class="{{ 'table-danger' if sla == 'breached' else 'table-warning' if sla == 'at_risk' else '' }}">
+          <td>
+            <input type="checkbox" class="form-check-input bulk-check"
+                   form="issuesBulkForm" name="issue_ids" value="{{ issue.id }}"
+                   aria-label="Select issue #{{ issue.id }}">
+          </td>
+          <td><small class="text-muted">#{{ issue.id }}</small></td>
+          <td class="text-nowrap"><small>{{ issue.reported_at.strftime('%Y-%m-%d %H:%M') }}</small></td>
+          <td>
+            <span class="badge bg-{{ 'danger' if issue.severity in ['critical','high'] else 'warning text-dark' if issue.severity == 'medium' else 'secondary' }}">
+              {{ issue.severity|title }}
+            </span>
+          </td>
+          <td>
+            {% set _c = issue.resolved_facility.project if issue.resolved_facility else none %}
+            <small>{{ _c.name if _c else '—' }}</small>
+          </td>
+          <td>
+            {{ issue.resolved_facility.name if issue.resolved_facility else '—' }}<br>
+            <small class="text-muted">{{ issue.area.name if issue.area else '—' }}</small>
+          </td>
+          <td>
+            <span{% if issue.description|length > 60 %} title="{{ issue.description }}" style="cursor:help;"{% endif %}>
+              {{ issue.description[:60] }}{% if issue.description|length > 60 %}…{% endif %}
+            </span>
+          </td>
+          <td>
+            <span class="badge bg-{{ 'success' if issue.status == 'resolved' else 'info text-dark' if issue.status == 'pending_verification' else 'warning text-dark' if issue.status == 'in_progress' else 'danger' }}">
+              {{ issue.status|replace('_',' ')|title }}
+            </span>
+          </td>
+          <td>
+            {% if sla == 'breached' %}
+            <span class="badge bg-danger" title="SLA deadline has passed"><i class="bi bi-alarm me-1"></i>Breached</span>
+            {% elif sla == 'at_risk' %}
+            {% set hrs = sla_hours_remaining(issue) %}
+            <span class="badge bg-warning text-dark" title="Over 75% of SLA window elapsed"><i class="bi bi-hourglass-split me-1"></i>{{ hrs|abs|round(1) }}h left</span>
+            {% elif sla == 'ok' %}
+            <span class="badge bg-secondary">OK</span>
+            {% else %}
+            <span class="text-muted small">—</span>
+            {% endif %}
+          </td>
+          <td>
+            {% if issue.reporter %}
+            <small>{{ issue.reporter.display_name }}</small>
+            {% else %}<span class="text-muted">—</span>{% endif %}
+          </td>
+          <td>
+            {% if current_user.role in ['admin', 'director', 'auditor'] and issue.status != 'resolved' %}
+            <div class="d-flex align-items-center gap-1 quick-assign-wrap" data-issue-id="{{ issue.id }}">
+              <select class="form-select form-select-sm quick-assign-select" style="min-width:110px;font-size:.78rem;">
+                <option value="">— Unassigned —</option>
+                {% for u in staff %}
+                <option value="{{ u.id }}" {{ 'selected' if issue.assigned_to == u.id }}>{{ u.display_name }}{{ ' (Customer)' if u.is_external_inspector }}</option>
+                {% endfor %}
+              </select>
+              <span class="quick-assign-spinner spinner-border spinner-border-sm text-secondary d-none" role="status"></span>
+            </div>
+            {% else %}
+            {% if issue.assigned_user %}{{ issue.assigned_user.display_name }}
+            {% else %}<span class="text-muted">—</span>{% endif %}
+            {% endif %}
+            {% if issue.handler_type == 'facility' %}
+            <div><span class="badge bg-info text-dark mt-1" title="Handled by facility staff"><i class="bi bi-building"></i> Facility</span></div>
+            {% elif issue.handler_type == 'vendor' %}
+            <div><span class="badge bg-warning text-dark mt-1" title="Handled by external vendor"><i class="bi bi-person-gear"></i> Vendor</span></div>
+            {% endif %}
+          </td>
+          <td class="text-nowrap">
+            {# Following badge + inline unfollow #}
+            {% if is_following %}
+            <span class="badge bg-primary me-1" title="You are following this issue">
+              <i class="bi bi-bell-fill"></i> Following
+            </span>
+            <form method="post"
+                  action="{{ url_for('issues.unfollow', issue_id=issue.id) }}"
+                  class="d-inline"
+                  title="Unfollow this issue">
+              <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+              <input type="hidden" name="next" value="{{ current_url() }}">
+              <button type="submit" class="btn btn-sm btn-outline-primary p-0 px-1 me-1"
+                      title="Unfollow">
+                <i class="bi bi-bell-slash" style="font-size:.75rem;"></i>
+              </button>
+            </form>
+            {% endif %}
+
+            <a href="{{ url_for('issues.view', issue_id=issue.id, next=current_url()) }}"
+               class="btn btn-sm btn-outline-secondary">
+              {% if current_user.role in ['admin','director','auditor'] or issue.assigned_to == current_user.id %}
+                <i class="bi bi-pencil"></i> Edit
+              {% else %}
+                <i class="bi bi-eye"></i> View
+              {% endif %}
+            </a>
+            {% if current_user.role in ['admin', 'director'] %}
+            <form method="POST" action="{{ url_for('issues.delete', issue_id=issue.id) }}"
+                  class="d-inline"
+                  onsubmit="return confirm('Permanently delete Issue #{{ issue.id }}? This cannot be undone.');">
+              <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+              <input type="hidden" name="next" value="{{ current_url() }}">
+              <button type="submit" class="btn btn-sm btn-outline-danger"
+                      title="Delete Issue #{{ issue.id }}">
+                <i class="bi bi-trash"></i>
+              </button>
+            </form>
+            {% endif %}
+          </td>
+        </tr>
+        {% endfor %}
+      </tbody>
+    </table>
+  </div>
+
+  {% if issues.pages > 1 %}
+  <div class="d-flex justify-content-center pt-3">
+    <nav><ul class="pagination pagination-sm mb-0">
+      {% for p in issues.iter_pages(left_edge=1,right_edge=1,left_current=2,right_current=2) %}
+        {% if p %}
+        <li class="page-item {{ 'active' if p == issues.page }}">
+          <a class="page-link"
+             href="{{ url_for('issues.index', page=p, issue_id=issue_id_filter, severity=severity_filter, status=status_filter, sla=sla_filter, contract_id=contract_filter, facility_id=facility_filter, date_from=date_from_filter, date_to=date_to_filter, reporter_id=reporter_filter, handler_type=handler_type_filter, unassigned=unassigned_filter) }}">{{ p }}</a>
+        </li>
+        {% else %}<li class="page-item disabled"><span class="page-link">…</span></li>{% endif %}
+      {% endfor %}
+    </ul></nav>
+  </div>
+  {% endif %}
+
+  {% else %}
+  <div class="text-center py-5 text-muted">
+    <i class="bi bi-check2-circle fs-2 d-block mb-2"></i>
+    No issues found.
+    <div class="mt-2">
+      <a href="{{ url_for('issues.index') }}" class="btn btn-sm btn-outline-secondary">Clear filters</a>
+    </div>
+  </div>
+  {% endif %}
+</div>
+{% endblock %}
+
+{% block extra_js %}
+{% include 'partials/bulk_select_js.html' %}
+<script>
+(function () {
+  'use strict';
+  var contractSel  = document.getElementById('filter_contract_id');
+  var facilitySel  = document.getElementById('filter_facility_id');
+  if (!contractSel || !facilitySel) return;
+
+  var FACILITIES_URL = '{{ url_for("inspections.facilities_for_project", project_id=0) }}'.replace('/0', '/');
+
+  contractSel.addEventListener('change', function () {
+    var projectId = this.value;
+    facilitySel.value = '';  // reset facility selection
+    if (!projectId) {
+      // No contract selected — restore all-facilities placeholder and submit
+      // (server will return unfiltered facility list)
+      facilitySel.innerHTML = '<option value="">All Facilities</option>';
+      return;
+    }
+    facilitySel.disabled = true;
+    facilitySel.innerHTML = '<option value="">Loading…</option>';
+    fetch(FACILITIES_URL + projectId)
+      .then(function (r) { return r.json(); })
+      .then(function (data) {
+        var html = '<option value="">All Facilities</option>';
+        data.forEach(function (f) {
+          html += '<option value="' + f.id + '">' + f.name + '</option>';
+        });
+        facilitySel.innerHTML = html;
+        facilitySel.disabled  = false;
+      })
+      .catch(function () { facilitySel.disabled = false; });
+  });
+}());
+</script>
+
+{% if current_user.role in ['admin', 'director', 'auditor'] %}
+<script>
+(function () {
+  'use strict';
+  document.querySelectorAll('.quick-assign-select').forEach(function (sel) {
+    sel.dataset.previous = sel.value;
+
+    sel.addEventListener('change', function () {
+      const wrap    = sel.closest('.quick-assign-wrap');
+      const issueId = wrap.dataset.issueId;
+      const spinner = wrap.querySelector('.quick-assign-spinner');
+      const userId  = sel.value || null;
+
+      sel.disabled = true;
+      spinner.classList.remove('d-none');
+
+      fetch('/issues/' + issueId + '/quick-assign', {
+        method:  'POST',
+        headers: {
+          'Content-Type': 'application/json',
+          'X-CSRFToken':  '{{ csrf_token() }}',
+        },
+        body: JSON.stringify({ user_id: userId ? parseInt(userId) : null }),
+      })
+      .then(function (r) { return r.json(); })
+      .then(function (data) {
+        if (!data.ok) {
+          alert('Assignment failed: ' + (data.error || 'Unknown error'));
+          sel.value = sel.dataset.previous;
+        } else {
+          sel.dataset.previous = sel.value;
+        }
+      })
+      .catch(function () {
+        alert('Network error — assignment not saved.');
+        sel.value = sel.dataset.previous;
+      })
+      .finally(function () {
+        sel.disabled = false;
+        spinner.classList.add('d-none');
+      });
+    });
+  });
+}());
+</script>
+{% endif %}
+{% endblock %}

app/templates/partials/bulk_inspections_toolbar.html

@@ -0,0 +1,57 @@
+{# ── Bulk-action toolbar for the inspections list ─────────────────────────────
+   Included by BOTH inspections/list.html and modern/inspections/list.html —
+   edit here, not in either copy.
+
+   Same structure as the issues toolbar: the form sits OUTSIDE the table and
+   row checkboxes join it via the HTML5 `form` attribute, so the per-row
+   delete form inside the table is never nested (rule 9).
+
+   Export is offered to anyone who can see the list — it is read-only and the
+   route re-applies the viewer's facility scope to the submitted ids. The three
+   mutating actions are admin/director only.
+#}
+{% set can_manage = current_user.role in ['admin', 'director'] %}
+<form method="POST" id="inspectionsBulkForm"
+      action="{{ url_for('inspections.bulk_action') }}"
+      class="border-bottom bg-light px-3 py-2">
+  <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+  <input type="hidden" name="next" value="{{ current_url() }}">
+
+  <div class="d-flex flex-wrap align-items-center gap-2">
+    <span class="small fw-semibold text-nowrap">
+      <span class="bulk-count">0</span> selected
+    </span>
+    <span class="text-muted small d-none d-md-inline">|</span>
+
+    <button type="submit" name="action" value="export"
+            class="btn btn-sm btn-outline-secondary text-nowrap" data-bulk-action>
+      <i class="bi bi-file-earmark-pdf"></i> Export Selected
+    </button>
+
+    {% if can_manage %}
+    <div class="d-flex align-items-center gap-1">
+      <input type="text" name="follow_up_note" class="form-control form-control-sm"
+             style="min-width:180px;font-size:.8rem;"
+             placeholder="Follow-up note (optional)"
+             aria-label="Follow-up note applied to all selected">
+      <button type="submit" name="action" value="flag_followup"
+              class="btn btn-sm btn-outline-warning text-nowrap" data-bulk-action
+              data-bulk-confirm="Request a follow-up on the selected inspections? Ones not yet submitted, or already flagged, are skipped.">
+        <i class="bi bi-flag"></i> Request Follow-up
+      </button>
+    </div>
+
+    <button type="submit" name="action" value="clear_followup"
+            class="btn btn-sm btn-outline-success text-nowrap" data-bulk-action
+            data-bulk-confirm="Clear the follow-up flag on the selected inspections?">
+      <i class="bi bi-flag-fill"></i> Clear Follow-up
+    </button>
+
+    <button type="submit" name="action" value="delete"
+            class="btn btn-sm btn-outline-danger text-nowrap ms-auto" data-bulk-action
+            data-bulk-confirm="Permanently delete the selected inspections and their photos? This cannot be undone.">
+      <i class="bi bi-trash"></i> Delete
+    </button>
+    {% endif %}
+  </div>
+</form>

app/templates/partials/bulk_issues_toolbar.html

@@ -0,0 +1,79 @@
+{# ── Bulk-action toolbar for the issues list ──────────────────────────────────
+   Included by BOTH issues/list.html and modern/issues/list.html — edit here,
+   not in either copy.
+
+   The form lives OUTSIDE the table on purpose. Row checkboxes join it with the
+   HTML5 `form="issuesBulkForm"` attribute instead of being wrapped by it, so
+   the per-row delete / unfollow forms inside the table are never nested inside
+   this one (rule 9 — browsers silently discard nested forms, and the row
+   actions would stop working with no error).
+
+   `next` carries the current filtered list URL so the action returns here
+   rather than to the bare index.
+
+   Requires from the view: `staff` (assignable users).
+#}
+{% set can_manage    = current_user.role in ['admin', 'director', 'auditor'] %}
+{% set can_delete    = current_user.role in ['admin', 'director'] %}
+{% if can_manage or can_delete %}
+<form method="POST" id="issuesBulkForm"
+      action="{{ url_for('issues.bulk_action') }}"
+      class="border-bottom bg-light px-3 py-2">
+  <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+  <input type="hidden" name="next" value="{{ current_url() }}">
+
+  <div class="d-flex flex-wrap align-items-center gap-2">
+    <span class="small fw-semibold text-nowrap">
+      <span class="bulk-count">0</span> selected
+    </span>
+    <span class="text-muted small d-none d-md-inline">|</span>
+
+    {% if can_manage %}
+    <div class="d-flex align-items-center gap-1">
+      <select name="assigned_to" class="form-select form-select-sm"
+              style="min-width:150px;font-size:.8rem;" aria-label="Assign selected to">
+        <option value="0">— Unassigned —</option>
+        {% for u in staff %}
+        <option value="{{ u.id }}">{{ u.display_name }}{{ ' (Customer)' if u.is_external_inspector }}</option>
+        {% endfor %}
+      </select>
+      <button type="submit" name="action" value="assign"
+              class="btn btn-sm btn-outline-primary text-nowrap" data-bulk-action
+              data-bulk-confirm="Assign the selected issues to the chosen user?">
+        <i class="bi bi-person-check"></i> Assign
+      </button>
+    </div>
+
+    <div class="d-flex align-items-center gap-1">
+      <select name="status" class="form-select form-select-sm"
+              style="min-width:150px;font-size:.8rem;" aria-label="Set status of selected">
+        <option value="">— Set status… —</option>
+        <option value="open">Open</option>
+        <option value="in_progress">In Progress</option>
+        <option value="pending_verification">Pending Verification</option>
+        <option value="resolved">Resolved</option>
+      </select>
+      <button type="submit" name="action" value="status"
+              class="btn btn-sm btn-outline-primary text-nowrap" data-bulk-action
+              data-bulk-confirm="Change the status of the selected issues?">
+        <i class="bi bi-arrow-repeat"></i> Apply
+      </button>
+    </div>
+
+    <button type="submit" name="action" value="verify"
+            class="btn btn-sm btn-outline-success text-nowrap" data-bulk-action
+            data-bulk-confirm="Verify and close the selected issues? Issues that are not awaiting verification are skipped.">
+      <i class="bi bi-patch-check"></i> Verify &amp; Close
+    </button>
+    {% endif %}
+
+    {% if can_delete %}
+    <button type="submit" name="action" value="delete"
+            class="btn btn-sm btn-outline-danger text-nowrap ms-auto" data-bulk-action
+            data-bulk-confirm="Permanently delete the selected issues and their photos? This cannot be undone.">
+      <i class="bi bi-trash"></i> Delete
+    </button>
+    {% endif %}
+  </div>
+</form>
+{% endif %}

app/templates/partials/bulk_select_js.html

@@ -0,0 +1,77 @@
+{# ── Shared row-selection behaviour for bulk-action list pages ────────────────
+   Included by the issues and inspections list templates (classic + modern).
+   Generic on purpose — it keys off classes/attributes, not page-specific ids,
+   so both pages share one implementation:
+
+     .bulk-check       one per row  (name=issue_ids / inspection_ids)
+     .bulk-check-all   the header select-all box
+     .bulk-count       element whose text becomes the selected count
+     [data-bulk-action] submit buttons, disabled while nothing is selected
+     [data-bulk-confirm] optional confirm text, count substituted for {n}
+
+   Guarding the submit on a zero selection matters: the browser would happily
+   POST an empty id list, and the route would flash "No issues selected" after
+   a full page round trip.
+#}
+<script>
+(function () {
+  'use strict';
+
+  var boxes  = Array.prototype.slice.call(document.querySelectorAll('.bulk-check'));
+  var all    = document.querySelector('.bulk-check-all');
+  var counts = Array.prototype.slice.call(document.querySelectorAll('.bulk-count'));
+  var btns   = Array.prototype.slice.call(document.querySelectorAll('[data-bulk-action]'));
+  if (!boxes.length) return;
+
+  function selected() {
+    return boxes.filter(function (b) { return b.checked; });
+  }
+
+  function sync() {
+    var n = selected().length;
+    counts.forEach(function (el) { el.textContent = n; });
+    btns.forEach(function (b) { b.disabled = (n === 0); });
+    if (all) {
+      all.checked       = (n > 0 && n === boxes.length);
+      // Distinguishes "some" from "none"/"all" in the header box.
+      all.indeterminate = (n > 0 && n < boxes.length);
+    }
+  }
+
+  boxes.forEach(function (b) { b.addEventListener('change', sync); });
+
+  if (all) {
+    all.addEventListener('change', function () {
+      boxes.forEach(function (b) { b.checked = all.checked; });
+      sync();
+    });
+  }
+
+  // Shift-click selects the range from the last clicked box — the usual
+  // convention, and the difference between ticking 3 boxes and 40.
+  var lastIndex = null;
+  boxes.forEach(function (b, i) {
+    b.addEventListener('click', function (e) {
+      if (e.shiftKey && lastIndex !== null) {
+        var lo = Math.min(lastIndex, i), hi = Math.max(lastIndex, i);
+        for (var j = lo; j <= hi; j++) { boxes[j].checked = b.checked; }
+        sync();
+      }
+      lastIndex = i;
+    });
+  });
+
+  btns.forEach(function (btn) {
+    btn.addEventListener('click', function (e) {
+      var n = selected().length;
+      if (n === 0) { e.preventDefault(); return; }
+      var msg = btn.getAttribute('data-bulk-confirm');
+      if (msg && !window.confirm(msg.replace('{n}', n) + '\n\n' + n + ' selected.')) {
+        e.preventDefault();
+      }
+    });
+  });
+
+  sync();
+}());
+</script>

app/templates/reports/_subnav.html

@@ -17,7 +17,7 @@
       <i class="bi bi-shield-check me-1"></i>SLA Compliance
     </a>
   </li>
-  {% if current_user.role in ['admin', 'director', 'project_manager'] %}
+  {% if current_user.role in ['admin', 'director', 'project_manager', 'auditor'] %}
   <li class="nav-item">
     <a class="nav-link {{ 'active' if request.endpoint == 'reports.followup_closure' else '' }}"
        href="{{ url_for('reports.followup_closure') }}">
@@ -33,7 +33,7 @@
     </a>
   </li>
   {% endif %}
-  {% if current_user.role in ['admin', 'director', 'project_manager'] %}
+  {% if current_user.role in ['admin', 'director', 'project_manager', 'auditor'] %}
   <li class="nav-item">
     <a class="nav-link {{ 'active' if request.endpoint and request.endpoint.startswith('scheduled_reports.') else '' }}"
        href="{{ url_for('scheduled_reports.index') }}">

app/templates/reports/index.html

@@ -105,7 +105,17 @@
 <div class="row mb-4">
   <div class="col-lg-8 mb-3">
     <div class="card shadow-sm h-100">
-      <div class="card-header bg-light"><h6 class="mb-0"><i class="bi bi-building"></i> Avg Score by Facility</h6></div>
+      <div class="card-header bg-light d-flex justify-content-between align-items-center gap-2 flex-wrap">
+        <h6 class="mb-0"><i class="bi bi-building"></i> Avg Score by Facility</h6>
+        {% if score_contracts %}
+        <select id="scoreContractFilter" class="form-select form-select-sm" style="max-width:230px;">
+          <option value="">All Contracts</option>
+          {% for pid, cname in score_contracts %}
+          <option value="{{ pid }}">{{ cname }}</option>
+          {% endfor %}
+        </select>
+        {% endif %}
+      </div>
       <div class="card-body"><div class="chart-container"><canvas id="facilityChart"></canvas></div></div>
     </div>
   </div>
@@ -129,6 +139,7 @@
       <thead class="table-light">
         <tr>
           <th>Facility</th>
+          <th>Contract</th>
           <th class="text-end">Current Period</th>
           <th class="text-end">Prior Period</th>
           <th class="text-end">Change</th>
@@ -137,8 +148,9 @@
       </thead>
       <tbody>
         {% for row in facility_scores %}
-        <tr>
+        <tr class="facility-score-row" data-project-id="{{ row.project_id }}">
           <td class="fw-semibold">{{ row.name }}</td>
+          <td class="text-muted small">{{ row.contract }}</td>
           <td class="text-end">
             <span class="badge bg-{{ 'success' if row.avg_score >= 90 else 'warning text-dark' if row.avg_score >= 70 else 'danger' }}">
               {{ '%.1f'|format(row.avg_score|float) }}%
@@ -266,16 +278,31 @@ new Chart(document.getElementById('trendChart'), {
   }
 });
 
-// ── Facility bar chart ────────────────────────────────────────────────────────
-new Chart(document.getElementById('facilityChart'), {
+// ── Facility bar chart (filterable by contract) ───────────────────────────────
+const FACILITY_SCORES = {{ facility_scores | tojson }};
+let facilityChartObj = null;
+function _facColors(data) { return data.map(s => s >= 90 ? GREEN : s >= 70 ? AMBER : RED); }
+function renderFacilityChart(pid) {
+  const rows = (!pid)
+    ? FACILITY_SCORES
+    : FACILITY_SCORES.filter(r => String(r.project_id) === String(pid));
+  const labels = rows.map(r => r.name);
+  const data   = rows.map(r => r.avg_score);
+  if (facilityChartObj) {
+    facilityChartObj.data.labels = labels;
+    facilityChartObj.data.datasets[0].data = data;
+    facilityChartObj.data.datasets[0].backgroundColor = _facColors(data);
+    facilityChartObj.update();
+    return;
+  }
+  facilityChartObj = new Chart(document.getElementById('facilityChart'), {
   type: 'bar',
   data: {
-    labels: {{ facility_scores | map(attribute='name') | list | tojson }},
+    labels: labels,
     datasets: [{
       label: 'Avg Score (%)',
-      data:  {{ facility_scores | map(attribute='avg_score') | list | tojson }},
-      backgroundColor: {{ facility_scores | map(attribute='avg_score') | list | tojson }}
-        .map(s => s >= 90 ? GREEN : s >= 70 ? AMBER : RED),
+      data:  data,
+      backgroundColor: _facColors(data),
       borderRadius: 4,
     }]
   },
@@ -285,6 +312,25 @@ new Chart(document.getElementById('facilityChart'), {
     plugins: { legend: { display: false } }
   }
 });
+}
+
+function filterFacilityScoreTable(pid) {
+  document.querySelectorAll('.facility-score-row').forEach(function (tr) {
+    const rp = tr.getAttribute('data-project-id');
+    tr.style.display = (!pid || rp === String(pid)) ? '' : 'none';
+  });
+}
+
+(function () {
+  renderFacilityChart('');
+  const sel = document.getElementById('scoreContractFilter');
+  if (sel) {
+    sel.addEventListener('change', function () {
+      renderFacilityChart(this.value);
+      filterFacilityScoreTable(this.value);
+    });
+  }
+}());
 
 // ── Severity doughnut ─────────────────────────────────────────────────────────
 const sevData = {{ issue_severity | tojson }};

app/templates/reports/inspector_performance.html

@@ -115,6 +115,9 @@
             data-inspector-id="{{ s.id }}">
           <td class="fw-semibold">
             {{ s.display_name }}
+            {% if s.external %}
+            <span class="badge bg-dark ms-1" title="Customer / third-party inspector">Customer</span>
+            {% endif %}
           </td>
           <td class="text-center">{{ s.total }}</td>
           <td class="text-center">{{ s.completed }}</td>
@@ -189,6 +192,9 @@
   <div class="card-header bg-primary text-white d-flex justify-content-between align-items-center">
     <h6 class="mb-0">
       <i class="bi bi-person-circle me-2"></i>{{ selected_inspector.display_name }}
+      {% if selected_inspector.is_external_inspector %}
+      <span class="badge bg-dark ms-1" title="Customer / third-party inspector">Customer</span>
+      {% endif %}
     </h6>
     <a href="{{ url_for('reports.inspector_performance', start=start.strftime('%Y-%m-%d'), end=end.strftime('%Y-%m-%d')) }}"
        class="btn btn-sm btn-light text-primary">

app/templates/reports/issues_aging.html

@@ -29,9 +29,20 @@
           {% endfor %}
         </select>
       </div>
-      <div class="col-md-4">
+      {% if projects %}
+      <div class="col-md-2">
+        <label class="form-label small mb-1">Contract</label>
+        <select id="aging_contract_sel" class="form-select form-select-sm">
+          <option value="">All Contracts</option>
+          {% for p in projects %}
+          <option value="{{ p.id }}">{{ p.name }}</option>
+          {% endfor %}
+        </select>
+      </div>
+      {% endif %}
+      <div class="col-md-3">
         <label class="form-label small mb-1">Facility</label>
-        <select name="facility_id" class="form-select form-select-sm">
+        <select id="aging_facility_sel" name="facility_id" class="form-select form-select-sm">
           <option value="">All Facilities</option>
           {% for f in facilities %}
           <option value="{{ f.id }}" {{ 'selected' if facility_id_filter == f.id }}>{{ f.name }}</option>
@@ -46,6 +57,36 @@
   </div>
 </div>
 
+{% if projects %}
+<script>
+(function () {
+  var contractSel = document.getElementById('aging_contract_sel');
+  var facSel = document.getElementById('aging_facility_sel');
+  if (!contractSel || !facSel) return;
+  var allOpts = Array.from(facSel.options).map(function (o) { return {v: o.value, t: o.text}; });
+  contractSel.addEventListener('change', function () {
+    var pid = this.value;
+    facSel.innerHTML = '<option value="">All Facilities</option>';
+    if (!pid) {
+      allOpts.slice(1).forEach(function (o) {
+        var opt = document.createElement('option'); opt.value = o.v; opt.text = o.t;
+        facSel.appendChild(opt);
+      });
+      return;
+    }
+    fetch('/inspections/facilities_for_project/' + pid)
+      .then(function (r) { return r.json(); })
+      .then(function (data) {
+        data.forEach(function (f) {
+          var opt = document.createElement('option'); opt.value = f.id; opt.text = f.name;
+          facSel.appendChild(opt);
+        });
+      });
+  });
+}());
+</script>
+{% endif %}
+
 {# ── KPI row ── #}
 <div class="row g-3 mb-4">
   <div class="col-6 col-md-4">

app/templates/reports/sla_compliance.html

@@ -25,17 +25,28 @@
 <div class="card shadow-sm mb-4">
   <div class="card-body py-2">
     <form method="get" class="row g-2 align-items-end">
-      <div class="col-md-3">
+      <div class="col-md-2">
         <label class="form-label small mb-1">From</label>
         <input type="date" name="start" class="form-control form-control-sm" value="{{ start.strftime('%Y-%m-%d') }}">
       </div>
-      <div class="col-md-3">
+      <div class="col-md-2">
         <label class="form-label small mb-1">To</label>
         <input type="date" name="end" class="form-control form-control-sm" value="{{ end.strftime('%Y-%m-%d') }}">
       </div>
-      <div class="col-md-4">
+      {% if projects %}
+      <div class="col-md-2">
+        <label class="form-label small mb-1">Contract</label>
+        <select id="sla_contract_sel" class="form-select form-select-sm">
+          <option value="">All Contracts</option>
+          {% for p in projects %}
+          <option value="{{ p.id }}">{{ p.name }}</option>
+          {% endfor %}
+        </select>
+      </div>
+      {% endif %}
+      <div class="col-md-3">
         <label class="form-label small mb-1">Facility</label>
-        <select name="facility_id" class="form-select form-select-sm">
+        <select id="sla_facility_sel" name="facility_id" class="form-select form-select-sm">
           <option value="">All Facilities</option>
           {% for f in facilities %}
           <option value="{{ f.id }}" {{ 'selected' if facility_id_filter == f.id }}>{{ f.name }}</option>
@@ -50,6 +61,36 @@
   </div>
 </div>
 
+{% if projects %}
+<script>
+(function () {
+  var contractSel = document.getElementById('sla_contract_sel');
+  var facSel = document.getElementById('sla_facility_sel');
+  if (!contractSel || !facSel) return;
+  var allOpts = Array.from(facSel.options).map(function (o) { return {v: o.value, t: o.text}; });
+  contractSel.addEventListener('change', function () {
+    var pid = this.value;
+    facSel.innerHTML = '<option value="">All Facilities</option>';
+    if (!pid) {
+      allOpts.slice(1).forEach(function (o) {
+        var opt = document.createElement('option'); opt.value = o.v; opt.text = o.t;
+        facSel.appendChild(opt);
+      });
+      return;
+    }
+    fetch('/inspections/facilities_for_project/' + pid)
+      .then(function (r) { return r.json(); })
+      .then(function (data) {
+        data.forEach(function (f) {
+          var opt = document.createElement('option'); opt.value = f.id; opt.text = f.name;
+          facSel.appendChild(opt);
+        });
+      });
+  });
+}());
+</script>
+{% endif %}
+
 {% if total == 0 %}
 <div class="alert alert-info">
   <i class="bi bi-info-circle me-2"></i>No resolved issues found for this period and filter.

app/templates/support/admin_knowledge.html

@@ -2,7 +2,7 @@
 {% block title %}Support Knowledge Base{% endblock %}
 
 {% block content %}
-<div class="d-flex justify-content-between align-items-center mb-3">
+<div class="d-flex justify-content-between align-items-center mb-3 flex-wrap gap-2">
   <div>
     <h4 class="mb-0"><i class="bi bi-book me-2 text-primary"></i>Support Knowledge Base</h4>
     <small class="text-muted">Active entries are injected into the AI chatbot system prompt</small>
@@ -11,6 +11,10 @@
     <a href="{{ url_for('support.admin_tickets') }}" class="btn btn-outline-secondary btn-sm me-1">
       <i class="bi bi-inbox me-1"></i>Tickets
     </a>
+    <a href="{{ url_for('support.admin_knowledge_preview') }}" class="btn btn-outline-primary btn-sm"
+       title="See the exact prompt the chatbot receives, with your entries in it">
+      <i class="bi bi-eye me-1"></i>What the AI Sees
+    </a>
     <a href="{{ url_for('support.admin_conversations') }}" class="btn btn-outline-secondary btn-sm">
       <i class="bi bi-chat-dots me-1"></i>Conversations
     </a>
@@ -34,6 +38,12 @@
                   placeholder="Add facts, FAQs, or instructions the AI should know about this customer's account…"></textarea>
         <div class="form-text">Keep entries focused and factual. Combined active entries are capped at 6,000 characters.</div>
       </div>
+      <div class="mb-3" style="max-width:200px;">
+        <label class="form-label fw-semibold">Sort Order</label>
+        <input type="number" name="sort_order" class="form-control"
+               min="0" max="9999" step="1" value="0">
+        <div class="form-text">Lower numbers are sent to the assistant first. Leave at 0 unless an entry should take priority.</div>
+      </div>
       <button type="submit" class="btn btn-primary btn-sm">
         <i class="bi bi-plus me-1"></i>Add Entry
       </button>
@@ -54,6 +64,7 @@
       <div class="d-flex justify-content-between align-items-start">
         <div class="flex-grow-1 me-3">
           <div class="d-flex align-items-center gap-2 mb-1">
+            <span class="badge bg-light text-dark border" title="Sort order">#{{ entry.sort_order }}</span>
             <span class="fw-semibold">{{ entry.title }}</span>
             {% if entry.active %}
             <span class="badge bg-success">Active</span>

app/templates/support/admin_knowledge_edit.html

@@ -23,6 +23,12 @@
         <textarea name="body" class="form-control" rows="8" required>{{ entry.body }}</textarea>
         <div class="form-text">Combined active entries are capped at 6,000 characters in the AI prompt.</div>
       </div>
+      <div class="mb-3" style="max-width:200px;">
+        <label class="form-label fw-semibold">Sort Order</label>
+        <input type="number" name="sort_order" class="form-control"
+               min="0" max="9999" step="1" value="{{ entry.sort_order }}">
+        <div class="form-text">Lower numbers are sent to the assistant first. Leave at 0 unless an entry should take priority.</div>
+      </div>
       <div class="d-flex gap-2">
         <button type="submit" class="btn btn-primary">
           <i class="bi bi-check-lg me-1"></i>Save Changes

app/templates/support/admin_knowledge_preview.html

@@ -0,0 +1,79 @@
+{% extends "base.html" %}
+{% block title %}What the AI Sees{% endblock %}
+
+{# Read-only view of the assembled system prompt. Exists so an admin can tell
+   "my knowledge entry never reached the prompt" apart from "the model saw it
+   and chose not to use it" — the two have completely different fixes. #}
+
+{% block content %}
+<div class="d-flex flex-wrap justify-content-between align-items-center mb-3 gap-2">
+  <h2 class="mb-0"><i class="bi bi-eye"></i> What the AI Sees</h2>
+  <a href="{{ url_for('support.admin_knowledge') }}" class="btn btn-outline-secondary">
+    <i class="bi bi-arrow-left"></i> Back to Knowledge Base
+  </a>
+</div>
+
+<div class="row g-3 mb-3">
+  <div class="col-6 col-md-3">
+    <div class="card shadow-sm h-100">
+      <div class="card-body text-center py-3">
+        <div class="fs-4 fw-bold">{{ active_count }}</div>
+        <div class="text-muted small">Active entries</div>
+      </div>
+    </div>
+  </div>
+  <div class="col-6 col-md-3">
+    <div class="card shadow-sm h-100">
+      <div class="card-body text-center py-3">
+        <div class="fs-4 fw-bold">{{ total_count - active_count }}</div>
+        <div class="text-muted small">Inactive (not sent)</div>
+      </div>
+    </div>
+  </div>
+  <div class="col-6 col-md-3">
+    <div class="card shadow-sm h-100">
+      <div class="card-body text-center py-3">
+        <div class="fs-4 fw-bold">{{ prompt | length }}</div>
+        <div class="text-muted small">Prompt characters</div>
+      </div>
+    </div>
+  </div>
+  <div class="col-6 col-md-3">
+    <div class="card shadow-sm h-100">
+      <div class="card-body text-center py-3">
+        {% if kb_included %}
+        <div class="fs-4 fw-bold text-success"><i class="bi bi-check-circle"></i></div>
+        <div class="text-muted small">Knowledge included</div>
+        {% else %}
+        <div class="fs-4 fw-bold text-danger"><i class="bi bi-x-circle"></i></div>
+        <div class="text-muted small">Knowledge NOT included</div>
+        {% endif %}
+      </div>
+    </div>
+  </div>
+</div>
+
+{% if not kb_included and total_count %}
+<div class="alert alert-warning">
+  <i class="bi bi-exclamation-triangle me-1"></i>
+  You have {{ total_count }} knowledge entr{{ 'y' if total_count == 1 else 'ies' }}, but
+  none reached the prompt. Check that at least one is marked <strong>Active</strong>.
+</div>
+{% endif %}
+
+<div class="alert alert-info">
+  <i class="bi bi-info-circle me-1"></i>
+  This is the exact text sent to the AI ahead of every customer question. Entries are
+  capped at {{ kb_cap }} characters in total — past that, later entries are dropped
+  (lowest sort order is kept first). If something you wrote appears here but the AI still
+  will not say it, the wording of the entry is the thing to change, not the setup.
+</div>
+
+<div class="card shadow-sm">
+  <div class="card-header bg-light fw-semibold">Assembled system prompt</div>
+  <div class="card-body p-0">
+    <pre class="mb-0 p-3" style="white-space:pre-wrap; font-size:.8rem; max-height:70vh;
+                                 overflow-y:auto; background:#f8fafc;">{{ prompt }}</pre>
+  </div>
+</div>
+{% endblock %}

app/templates/support/chat.html

@@ -39,7 +39,7 @@
   <div class="col-lg-8">
 
     {# ── Header ── #}
-    <div class="d-flex justify-content-between align-items-center mb-3">
+    <div class="d-flex justify-content-between align-items-center mb-3 flex-wrap gap-2">
       <div>
         <h4 class="mb-0"><i class="bi bi-chat-dots me-2 text-primary"></i>JQC Support Chat</h4>
         <small class="text-muted">

app/templates/templates/edit.html

@@ -160,6 +160,15 @@
           {{ form.frequency.label(class="form-label fw-semibold small") }}
           {{ form.frequency(class="form-select form-select-sm") }}
         </div>
+        <div class="mb-3">
+          {{ form.contract_ids.label(class="form-label fw-semibold small") }}
+          {{ form.contract_ids(class="form-select form-select-sm", size=6) }}
+          <div class="form-text small">
+            Nothing selected = shared with every contract. Select contracts to
+            restrict this form to them (hidden from all other customers).
+          </div>
+        </div>
+
 
         <div class="d-grid gap-2">
           <button type="submit" class="btn btn-primary btn-sm">

app/templates/templates/form.html

@@ -27,6 +27,18 @@
                         {{ form.frequency.label(class="form-label") }}
                         {{ form.frequency(class="form-select") }}
                     </div>
+                    <div class="mb-3">
+                        {{ form.contract_ids.label(class="form-label") }}
+                        {{ form.contract_ids(class="form-select", size=6) }}
+                        <div class="form-text">
+                            Leave <strong>nothing selected</strong> to share this form with
+                            every contract. Select one or more contracts to make it
+                            specific to them — it will then be hidden from every other
+                            customer's facilities, on the web and in the iPad app.
+                            Ctrl/Cmd-click to select several.
+                        </div>
+                    </div>
+
                     
                     <div class="d-flex gap-2">
                         <button type="submit" class="btn btn-primary">