Jul 8 - Update scheduled inspection

CLAUDE.md

@@ -376,6 +376,25 @@ contract_notification_recipients:
 
 `event_types` is a JSON list of `MATRIX_EVENTS` keys. A recipient fires only when the event is in its list. Managed admin-only on the **Contract detail page** (`/projects/<id>`) via `add_notify_recipient` / `remove_notify_recipient`. Dispatch is resolved centrally in `notify_by_matrix()` — see §11.
 
+### ScheduledInspection
+
+```
+scheduled_inspections:
+    id, facility_id (FK→facilities CASCADE), template_id (FK→inspection_templates CASCADE),
+    inspector_id (FK→users SET NULL), frequency ENUM('once','daily','weekly','monthly'),
+    next_due_date DATE, active BOOL, notes TEXT, created_by, created_at,
+    last_completed_at DATETIME, advance_notified BOOL, due_notified BOOL, overdue_notified BOOL
+inspections.scheduled_inspection_id  FK→scheduled_inspections SET NULL   ← Phase 36
+```
+
+**A plan, not an inspection.** Names a facility + template + assigned inspector + `next_due_date`. Lifecycle:
+- The assigned inspector (or a manager) clicks **Start** → `scheduled_inspections.start` creates a normal `in_progress` Inspection with `scheduled_inspection_id` set, then redirects to the execute flow.
+- On **completion** (execute route, status → `completed`), `ScheduledInspection.fulfill()` runs in the same atomic commit: `once` → `active=False`; recurring → `next_due_date` rolls forward past today via `_add_interval()` and the three `*_notified` flags reset.
+- **Reminders** are dispatched by the cron endpoint (see §11): advance (1 day before) + due-date to the inspector, overdue to admin/director — each fires at most once per occurrence via the `*_notified` flags. Uses `notify()` with `event_type=EVENT_SCHEDULED_INSPECTION`.
+- Dashboard shows an **upcoming (next 7 days) / overdue** panel for non-customers (inspectors see only their own).
+
+Management (`/scheduled-inspections/new|edit|delete`) is `@project_manager_required`; **Start** is the assigned inspector or a manager; inspectors' list/dashboard views are scoped to their own `inspector_id`.
+
 ---
 
 ## 6. Role & Permission Matrix
@@ -429,6 +448,7 @@ contract_notification_recipients:
 | `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 |
 | `scheduled_reports` | `/scheduled-reports` | CRUD + manual trigger (accessible via Reports sub-nav) |
+| `scheduled_inspections` | `/scheduled-inspections` | list, new/edit/delete (PM+), `GET /<id>/start` (assigned inspector or manager → creates linked inspection), `POST /run` (cron reminders, `token=DIGEST_SECRET`) |
 | `support` | `/support` | `GET /chat`, `POST /chat/message` (AJAX→Groq), `POST /tickets`, `GET /my-tickets`, `GET/POST /my-tickets/<id>`, `GET /admin/tickets`, `GET/POST /admin/tickets/<id>` |
 | `broadcast` | `/admin/broadcast` | `GET /` (compose + history), `POST /send` (admin-only; fans out one Notification per targeted user) |
 | `devices` | `/admin/devices` | `GET /` (device list from `api_device_tokens`), `POST /notify` (admin-only) |
@@ -634,6 +654,7 @@ EVENT_ISSUE_FLAGGED     = 'issue_flagged'
 EVENT_CUSTOMER_INSPECTION_DONE = 'customer_inspection_completed'
 EVENT_CUSTOMER_ISSUE_UPDATED   = 'customer_issue_updated'
 EVENT_SCORE_ALERT       = 'score_alert'   ← Phase 27
+EVENT_SCHEDULED_INSPECTION = 'scheduled_inspection'   ← Phase 36
 ```
 
 ### Per-Contract Additional Recipients (Phase 33)
@@ -654,6 +675,7 @@ Contract recipients fire **regardless of matrix role toggles** — they are addi
 | `POST /notifications/check-sla` | SLA breach/at-risk alerts | `*/30 * * * *` |
 | `POST /notifications/cleanup-tokens` | Purge expired API tokens | `0 3 * * *` |
 | `POST /notifications/check-score-trends` | Facility score drop alerts (Phase 27) | `0 8 * * *` |
+| `POST /scheduled-inspections/run` | Scheduled inspection reminders — advance/due to inspector, overdue to admin/director (Phase 36) | `*/30 * * * *` |
 
 ---
 
@@ -733,7 +755,8 @@ phase1_projects_roles → phase6_features → phase7_mobile_api → phase8_notif
                                                                                     → phase32_device_token_columns
                                                                                         → phase33_contract_recipients
                                                                                             → phase34_facility_qr
-                                                                                                → phase35_issue_handler   ← HEAD
+                                                                                                → phase35_issue_handler
+                                                                                                    → phase36_scheduled_insp   ← HEAD
 ```
 
 ### phase21_performance_indexes
@@ -839,6 +862,19 @@ flask db upgrade
 sudo systemctl restart gunicorn
 ```
 
+### phase36_scheduled_insp
+
+Revision id `phase36_scheduled_insp` (file `phase36_scheduled_inspections.py`). Creates `scheduled_inspections` (planned/recurring inspection assignments) and adds `inspections.scheduled_inspection_id` (FK → scheduled_inspections, SET NULL) that links a completed inspection back to the schedule that prompted it. See §5 `ScheduledInspection` and the Scheduled Inspections notes in §7/§11. `INFORMATION_SCHEMA` checks — safe to re-run.
+
+**Deploy order:**
+```bash
+flask db upgrade
+sudo systemctl restart gunicorn
+# Add to cron (reminders — advance/due to inspector, overdue to admin/director):
+# */30 * * * * curl -s -X POST https://yourdomain.com/scheduled-inspections/run \
+#     -d "token=YOUR_DIGEST_SECRET"
+```
+
 **Deploy order for phases 24–32:**
 ```bash
 flask db upgrade
@@ -1096,6 +1132,8 @@ timeout = 30
                    -d "secret=SECRET"
 0 8    * * * curl -s -X POST https://your-domain.com/notifications/check-score-trends \
                    -d "token=SECRET"
+*/30 * * * * curl -s -X POST https://your-domain.com/scheduled-inspections/run \
+                   -d "token=SECRET"
 ```
 
 ---

app/__init__.py

@@ -177,6 +177,7 @@ def create_app(config_name='default'):
     from app.routes import broadcast       # Admin broadcast notifications
     from app.routes import devices         # Admin device registry
     from app.routes import public          # Public facility QR pages (no login)
+    from app.routes import scheduled_inspections  # Planned/recurring inspections
 
     app.register_blueprint(auth.bp)
     app.register_blueprint(dashboard.bp)
@@ -194,6 +195,7 @@ def create_app(config_name='default'):
     app.register_blueprint(broadcast.bp)
     app.register_blueprint(devices.bp)
     app.register_blueprint(public.bp)
+    app.register_blueprint(scheduled_inspections.bp)
 
     # ── Mobile API (Phase 7 / Phase A / Phase B / Phase C) ───────────────────
     # The /api/v1 blueprint group uses JWT Bearer tokens — no CSRF cookies needed.

app/models/__init__.py

@@ -7,3 +7,4 @@ from app.models.project import Project, CustomerAssignment
 from app.models.api_token import RefreshToken, DeviceToken
 from app.models.notification_matrix import NotificationMatrix
 from app.models.notification_recipient import ContractNotificationRecipient
+from app.models.scheduled_inspection import ScheduledInspection

app/models/inspection.py

@@ -68,6 +68,13 @@ class Inspection(db.Model):
     submit_latitude   = db.Column(db.Numeric(10, 7), nullable=True)
     submit_longitude  = db.Column(db.Numeric(10, 7), nullable=True)
 
+    # Links a completed inspection back to the ScheduledInspection that
+    # prompted it (phase36). NULL for ad-hoc/manual inspections.
+    scheduled_inspection_id = db.Column(
+        db.Integer, db.ForeignKey('scheduled_inspections.id', ondelete='SET NULL'),
+        nullable=True, index=True
+    )
+
     # ── Re-inspection / follow-up workflow ────────────────────────────────
     parent_inspection_id = db.Column(
         db.Integer, db.ForeignKey('inspections.id', ondelete='SET NULL'), nullable=True

app/models/notification.py

@@ -29,6 +29,10 @@ EVENT_SCORE_ALERT = 'score_alert'
 
 EVENT_ADMIN_BROADCAST = 'admin_broadcast'   # bulk messages sent by admin to all apps
 
+# Fired by the scheduled-inspection reminder cron (advance/due to the inspector,
+# overdue to admin/director). Phase 36.
+EVENT_SCHEDULED_INSPECTION = 'scheduled_inspection'
+
 ALL_EVENT_TYPES = {
     EVENT_ISSUE_ASSIGNED:  'Issue assigned to me',
     EVENT_ISSUE_STATUS:    'Issue status changed',
@@ -43,6 +47,8 @@ ALL_EVENT_TYPES = {
     EVENT_CUSTOMER_ISSUE_UPDATED:   'Issue created or updated at my facility (portal)',
     # Score trend alert — admin/director management use
     EVENT_SCORE_ALERT: 'Facility score trend alert (significant drop detected)',
+    # Scheduled inspection reminders (due/advance/overdue)
+    EVENT_SCHEDULED_INSPECTION: 'Scheduled inspection reminders (due / overdue)',
 }
 
 

app/models/scheduled_inspection.py

@@ -0,0 +1,117 @@
+"""
+app/models/scheduled_inspection.py
+-----------------------------------
+Planned/recurring inspection assignments (phase36).
+
+A ScheduledInspection is a PLAN, not an inspection: it names a facility, a
+template, the responsible inspector, and a due date. The inspector opens it
+("Start"), which creates a normal in_progress Inspection linked back via
+Inspection.scheduled_inspection_id; when that inspection is completed the
+schedule is marked fulfilled — deactivated (one-time) or rolled forward to the
+next occurrence (recurring).
+
+Reminders are dispatched by the cron endpoint
+POST /scheduled-inspections/run?token=DIGEST_SECRET:
+  - advance reminder to the inspector 1 day before the due date
+  - due reminder to the inspector on the due date
+  - overdue alert to admin/director once the due date passes uncompleted
+The *_notified flags make each of those fire at most once per occurrence and
+reset when a recurring schedule rolls forward.
+"""
+
+from datetime import timedelta
+from app import db
+from app.utils.time_utils import now_eastern
+
+
+FREQUENCY_CHOICES = ('once', 'daily', 'weekly', 'monthly')
+
+
+class ScheduledInspection(db.Model):
+    __tablename__ = 'scheduled_inspections'
+
+    id            = db.Column(db.Integer, primary_key=True)
+    facility_id   = db.Column(db.Integer,
+                              db.ForeignKey('facilities.id', ondelete='CASCADE'),
+                              nullable=False, index=True)
+    template_id   = db.Column(db.Integer,
+                              db.ForeignKey('inspection_templates.id', ondelete='CASCADE'),
+                              nullable=False)
+    inspector_id  = db.Column(db.Integer,
+                              db.ForeignKey('users.id', ondelete='SET NULL'),
+                              nullable=True, index=True)
+    frequency     = db.Column(db.Enum(*FREQUENCY_CHOICES), nullable=False, default='once')
+    next_due_date = db.Column(db.Date, nullable=False, index=True)
+    active        = db.Column(db.Boolean, nullable=False, default=True)
+    notes         = db.Column(db.Text, nullable=True)
+
+    created_by        = db.Column(db.Integer, db.ForeignKey('users.id', ondelete='SET NULL'),
+                                  nullable=True)
+    created_at        = db.Column(db.DateTime, nullable=False, default=now_eastern)
+    last_completed_at = db.Column(db.DateTime, nullable=True)
+
+    # Per-occurrence reminder de-dup flags (reset when a recurring one 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
+    facility  = db.relationship('Facility', foreign_keys=[facility_id])
+    template  = db.relationship('InspectionTemplate', foreign_keys=[template_id])
+    inspector = db.relationship('User', foreign_keys=[inspector_id])
+    creator   = db.relationship('User', foreign_keys=[created_by])
+
+    FREQUENCY_LABELS = {
+        'once':    'One-time',
+        'daily':   'Daily',
+        'weekly':  'Weekly',
+        'monthly': 'Monthly',
+    }
+
+    @property
+    def frequency_label(self):
+        return self.FREQUENCY_LABELS.get(self.frequency, self.frequency)
+
+    @staticmethod
+    def _add_interval(d, frequency):
+        """Return d advanced by one interval of the given frequency."""
+        if frequency == 'daily':
+            return d + timedelta(days=1)
+        if frequency == 'weekly':
+            return d + timedelta(weeks=1)
+        if frequency == 'monthly':
+            # Add ~1 month by stepping 28–31 days to the same day-of-month where possible.
+            month = d.month + 1
+            year  = d.year + (1 if month > 12 else 0)
+            month = 1 if month > 12 else month
+            day   = min(d.day, 28)   # clamp to avoid invalid dates (e.g. Feb 30)
+            return d.replace(year=year, month=month, day=day)
+        return d  # 'once' has no next interval
+
+    def is_overdue(self, today=None):
+        today = today or now_eastern().date()
+        return self.active and self.next_due_date < today
+
+    def fulfill(self):
+        """Mark this occurrence complete. One-time schedules deactivate;
+        recurring ones roll their due date forward past today and reset the
+        reminder flags. Caller commits."""
+        self.last_completed_at = now_eastern()
+        if self.frequency == 'once':
+            self.active = False
+            return
+        # Recurring: advance until the next due date is in the future.
+        today = now_eastern().date()
+        nxt = self._add_interval(self.next_due_date, self.frequency)
+        guard = 0
+        while nxt <= today and guard < 400:
+            nxt = self._add_interval(nxt, self.frequency)
+            guard += 1
+        self.next_due_date = nxt
+        self.advance_notified = False
+        self.due_notified     = False
+        self.overdue_notified = False
+
+    def __repr__(self):
+        return (f'<ScheduledInspection {self.id} facility={self.facility_id} '
+                f'freq={self.frequency} due={self.next_due_date}>')

app/routes/dashboard.py

@@ -337,8 +337,27 @@ def index():
             .all()
         )
 
+    # ── Scheduled inspections (phase36): upcoming / overdue ──────────────
+    sched_upcoming = []
+    sched_overdue_count = 0
+    if not is_customer:
+        from app.models.scheduled_inspection import ScheduledInspection
+        _today = now.date()
+        _sq = ScheduledInspection.query.filter_by(active=True)
+        if is_inspector:
+            _sq = _sq.filter(ScheduledInspection.inspector_id == current_user.id)
+        _all_sched = _sq.order_by(ScheduledInspection.next_due_date.asc()).all()
+        sched_overdue_count = sum(1 for s in _all_sched if s.next_due_date < _today)
+        # Upcoming = due today through the next 7 days (overdue shown separately)
+        sched_upcoming = [
+            s for s in _all_sched
+            if _today <= s.next_due_date <= _today + timedelta(days=7)
+        ][:8]
+
     return render_template(
         'dashboard.html',
+        sched_upcoming       = sched_upcoming,
+        sched_overdue_count  = sched_overdue_count,
         today_inspections    = today_inspections,
         completed_today      = completed_today,
         open_issues          = open_issues,

app/routes/inspections.py

@@ -579,6 +579,21 @@ def execute(inspection_id):
                 inspection_id = inspection.id,
                 facility_id   = inspection.facility_id,
             )
+
+            # Fulfill the originating scheduled inspection, if any: one-time
+            # schedules deactivate; recurring ones roll their due date forward
+            # and reset reminder flags. Staged in the same atomic commit below.
+            if inspection.scheduled_inspection_id:
+                from app.models.scheduled_inspection import ScheduledInspection
+                sched = db.session.get(ScheduledInspection, inspection.scheduled_inspection_id)
+                if sched is not None:
+                    sched.fulfill()
+                    current_app.logger.info(
+                        'SCHED INSP | fulfilled | schedule=%s | inspection=%s | next_due=%s',
+                        sched.id, inspection.id,
+                        sched.next_due_date if sched.active else 'deactivated',
+                    )
+
             db.session.commit()  # Single atomic commit: inspection fields + notification rows
             log_action(ACTION_UPDATE, 'Inspection', inspection.id,
                        f'{inspection.template.name} @ {inspection.facility.name}',

app/routes/scheduled_inspections.py

@@ -0,0 +1,275 @@
+"""
+app/routes/scheduled_inspections.py
+------------------------------------
+Planned / recurring inspection assignments (phase36).
+
+Management (list/new/edit/delete)  : admin, director, project_manager
+Start (execute the planned inspection): the assigned inspector, or admin/director/pm
+Cron reminders                       : POST /run?token=DIGEST_SECRET (no login)
+
+Fulfillment (marking a schedule done and rolling recurring ones forward) happens
+in the inspection execute route when the linked inspection is completed —
+see app/routes/inspections.py.
+"""
+
+import logging
+from datetime import timedelta
+
+from flask import (Blueprint, render_template, redirect, url_for, flash,
+                   request, abort, current_app)
+from flask_login import login_required, current_user
+
+from app import db
+from app.models.scheduled_inspection import ScheduledInspection
+from app.models.facility import Facility
+from app.models.inspection import Inspection, InspectionTemplate
+from app.models.user import User
+from app.utils.forms import ScheduledInspectionForm
+from app.utils.decorators import project_manager_required
+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
+from app.models.notification import EVENT_SCHEDULED_INSPECTION
+
+logger = logging.getLogger(__name__)
+
+bp = Blueprint('scheduled_inspections', __name__, url_prefix='/scheduled-inspections')
+
+
+def _populate_choices(form):
+    facilities = Facility.query.filter_by(active=True).order_by(Facility.name).all()
+    templates  = (InspectionTemplate.query
+                  .filter_by(active=True).order_by(InspectionTemplate.name).all())
+    inspectors = (User.query.filter_by(role='inspector', active=True)
+                  .order_by(User.username).all())
+    form.facility_id.choices  = [(f.id, f.name) for f in facilities]
+    form.template_id.choices  = [(t.id, t.name) for t in templates]
+    form.inspector_id.choices = [(u.id, u.display_name) for u in inspectors]
+
+
+# ── List ──────────────────────────────────────────────────────────────────────
+
+@bp.route('/')
+@login_required
+def index():
+    if current_user.role == 'customer':
+        abort(403)
+
+    today = now_eastern().date()
+    q = ScheduledInspection.query
+
+    # Inspectors see only their own assignments; managers see everything.
+    if current_user.role == 'inspector':
+        q = q.filter(ScheduledInspection.inspector_id == current_user.id)
+
+    schedules = q.order_by(
+        ScheduledInspection.active.desc(),
+        ScheduledInspection.next_due_date.asc(),
+    ).all()
+
+    return render_template('scheduled_inspections/list.html',
+                           schedules=schedules, today=today)
+
+
+# ── Create ──────────────────────────────────────────────────────────────────
+
+@bp.route('/new', methods=['GET', 'POST'])
+@login_required
+@project_manager_required
+def create():
+    form = ScheduledInspectionForm()
+    _populate_choices(form)
+    if not form.next_due_date.data:
+        form.next_due_date.data = now_eastern().date()
+
+    if form.validate_on_submit():
+        sched = ScheduledInspection(
+            facility_id   = form.facility_id.data,
+            template_id   = form.template_id.data,
+            inspector_id  = form.inspector_id.data,
+            frequency     = form.frequency.data,
+            next_due_date = form.next_due_date.data,
+            notes         = (form.notes.data or '').strip() or None,
+            active        = form.active.data,
+            created_by    = current_user.id,
+        )
+        db.session.add(sched)
+        db.session.commit()
+        log_action(ACTION_CREATE, 'ScheduledInspection', sched.id,
+                   f'{sched.template.name} @ {sched.facility.name}',
+                   f'freq={sched.frequency}; due={sched.next_due_date}; inspector={sched.inspector_id}')
+        logger.info('SCHED INSP | create | by=%s | id=%s', current_user.username, sched.id)
+        flash('Scheduled inspection created.', 'success')
+        return redirect(url_for('scheduled_inspections.index'))
+
+    return render_template('scheduled_inspections/form.html',
+                           form=form, title='New Scheduled Inspection')
+
+
+# ── Edit ──────────────────────────────────────────────────────────────────────
+
+@bp.route('/<int:schedule_id>/edit', methods=['GET', 'POST'])
+@login_required
+@project_manager_required
+def edit(schedule_id):
+    sched = db.session.get(ScheduledInspection, schedule_id)
+    if sched is None:
+        abort(404)
+    form = ScheduledInspectionForm(obj=sched)
+    _populate_choices(form)
+
+    if form.validate_on_submit():
+        sched.facility_id   = form.facility_id.data
+        sched.template_id   = form.template_id.data
+        sched.inspector_id  = form.inspector_id.data
+        sched.frequency     = form.frequency.data
+        sched.next_due_date = form.next_due_date.data
+        sched.notes         = (form.notes.data or '').strip() or None
+        sched.active        = form.active.data
+        db.session.commit()
+        log_action(ACTION_UPDATE, 'ScheduledInspection', sched.id,
+                   f'{sched.template.name} @ {sched.facility.name}',
+                   f'freq={sched.frequency}; due={sched.next_due_date}; active={sched.active}')
+        flash('Scheduled inspection updated.', 'success')
+        return redirect(url_for('scheduled_inspections.index'))
+
+    return render_template('scheduled_inspections/form.html',
+                           form=form, title='Edit Scheduled Inspection', schedule=sched)
+
+
+# ── Delete ────────────────────────────────────────────────────────────────────
+
+@bp.route('/<int:schedule_id>/delete', methods=['POST'])
+@login_required
+@project_manager_required
+def delete(schedule_id):
+    sched = db.session.get(ScheduledInspection, schedule_id)
+    if sched is None:
+        abort(404)
+    label = f'{sched.template.name if sched.template else "?"} @ {sched.facility.name if sched.facility else "?"}'
+    sid = sched.id
+    db.session.delete(sched)
+    db.session.commit()
+    log_action(ACTION_DELETE, 'ScheduledInspection', sid, label)
+    flash('Scheduled inspection deleted.', 'success')
+    return redirect(url_for('scheduled_inspections.index'))
+
+
+# ── Start (create the planned inspection and open the execute flow) ───────────
+
+@bp.route('/<int:schedule_id>/start')
+@login_required
+def start(schedule_id):
+    sched = db.session.get(ScheduledInspection, schedule_id)
+    if sched is None:
+        abort(404)
+    if current_user.role == 'customer':
+        abort(403)
+
+    # Only the assigned inspector, or a manager, may start it.
+    if current_user.role == 'inspector' and sched.inspector_id != current_user.id:
+        abort(403)
+
+    if not sched.active:
+        flash('This scheduled inspection is no longer active.', 'warning')
+        return redirect(url_for('scheduled_inspections.index'))
+
+    template = sched.template
+    if template is None or not template.get_form_schema():
+        flash('The template for this schedule has no form fields yet.', 'warning')
+        return redirect(url_for('scheduled_inspections.index'))
+
+    inspection = Inspection(
+        template_id             = sched.template_id,
+        facility_id             = sched.facility_id,
+        area_id                 = None,
+        inspector_id            = current_user.id,
+        inspection_date         = now_eastern(),
+        status                  = 'in_progress',
+        scheduled_inspection_id = sched.id,
+    )
+    db.session.add(inspection)
+    db.session.commit()
+    log_action(ACTION_CREATE, 'Inspection', inspection.id,
+               f'{inspection.template.name} @ {inspection.facility.name}',
+               f'from scheduled_inspection_id={sched.id}')
+    logger.info('SCHED INSP | start | schedule=%s | inspection=%s | by=%s',
+                sched.id, inspection.id, current_user.username)
+    flash('Inspection started from schedule. Complete and submit the form below.', 'info')
+    return redirect(url_for('inspections.execute', inspection_id=inspection.id))
+
+
+# ── Cron: reminders (advance / due / overdue) ─────────────────────────────────
+
+@bp.route('/run', methods=['POST'])
+def run_reminders():
+    token = request.form.get('token') or request.args.get('token')
+    if not token or token != current_app.config.get('DIGEST_SECRET'):
+        abort(403)
+
+    today = now_eastern().date()
+    sent = {'advance': 0, 'due': 0, 'overdue': 0}
+
+    schedules = ScheduledInspection.query.filter_by(active=True).all()
+
+    # Cache admin/director recipients for overdue alerts
+    managers = User.query.filter(
+        User.role.in_(['admin', 'director']), User.active == True   # noqa: E712
+    ).all()
+
+    for s in schedules:
+        inspector = s.inspector
+        link = url_for('scheduled_inspections.index')
+        fac_name = s.facility.name if s.facility else '—'
+        tpl_name = s.template.name if s.template else '—'
+
+        # Advance reminder — 1 day before due
+        if (not s.advance_notified and inspector and inspector.active
+                and s.next_due_date == today + timedelta(days=1)):
+            notify(
+                recipient  = inspector,
+                title      = f'Inspection due tomorrow — {fac_name}',
+                body       = (f'Reminder: a "{tpl_name}" inspection at {fac_name} '
+                              f'is scheduled for tomorrow ({s.next_due_date:%b %d, %Y}).'),
+                link       = link,
+                event_type = EVENT_SCHEDULED_INSPECTION,
+                send_email = True,
+            )
+            s.advance_notified = True
+            sent['advance'] += 1
+
+        # Due reminder — on/after due date
+        if (not s.due_notified and inspector and inspector.active
+                and s.next_due_date <= today):
+            notify(
+                recipient  = inspector,
+                title      = f'Inspection due today — {fac_name}',
+                body       = (f'A "{tpl_name}" inspection at {fac_name} is due '
+                              f'({s.next_due_date:%b %d, %Y}). Please complete it.'),
+                link       = link,
+                event_type = EVENT_SCHEDULED_INSPECTION,
+                send_email = True,
+            )
+            s.due_notified = True
+            sent['due'] += 1
+
+        # Overdue alert — due date has passed, still not fulfilled
+        if not s.overdue_notified and s.next_due_date < today:
+            for m in managers:
+                notify(
+                    recipient  = m,
+                    title      = f'Overdue scheduled inspection — {fac_name}',
+                    body       = (f'The "{tpl_name}" inspection at {fac_name} assigned to '
+                                  f'{inspector.display_name if inspector else "—"} was due '
+                                  f'{s.next_due_date:%b %d, %Y} and has not been completed.'),
+                    link       = link,
+                    event_type = EVENT_SCHEDULED_INSPECTION,
+                    send_email = True,
+                )
+            s.overdue_notified = True
+            sent['overdue'] += 1
+
+    db.session.commit()
+    logger.info('SCHED INSP | reminders | advance=%s due=%s overdue=%s',
+                sent['advance'], sent['due'], sent['overdue'])
+    return {'ok': True, 'sent': sent}, 200

app/templates/dashboard.html

@@ -11,6 +11,53 @@
   </div>
 </div>
 
+{# ── Scheduled inspections: upcoming / overdue (phase36) ─────────────────── #}
+{% 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('scheduled_inspections.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>Facility</th><th>Template</th><th>Inspector</th><th>Due</th><th></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">{{ s.next_due_date.strftime('%b %d') }}</td>
+            <td class="text-end">
+              {% if current_user.role in ['admin','director','project_manager']
+                    or (current_user.role == 'inspector' and s.inspector_id == current_user.id) %}
+              <a href="{{ url_for('scheduled_inspections.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/inspections/list.html

@@ -4,9 +4,14 @@
 <div class="d-flex justify-content-between align-items-center mb-4">
   <h2><i class="bi bi-clipboard-data"></i> Inspections</h2>
   {% if current_user.role != 'customer' %}
+  <div class="d-flex gap-2">
+    <a href="{{ url_for('scheduled_inspections.index') }}" class="btn btn-outline-secondary">
+      <i class="bi bi-calendar-check"></i> Scheduled
+    </a>
     <a href="{{ url_for('inspections.start') }}" class="btn btn-primary">
       <i class="bi bi-plus-circle"></i> New Inspection
     </a>
+  </div>
   {% endif %}
 </div>
 

app/templates/scheduled_inspections/form.html

@@ -0,0 +1,67 @@
+{% extends "base.html" %}
+{% block title %}{{ title }}{% endblock %}
+
+{% block content %}
+<div class="row justify-content-center">
+  <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>
+          {{ form.hidden_tag() }}
+
+          <div class="mb-3">
+            {{ form.facility_id.label(class="form-label fw-semibold") }}
+            {{ form.facility_id(class="form-select") }}
+            {% for e in form.facility_id.errors %}<div class="text-danger small">{{ e }}</div>{% endfor %}
+          </div>
+
+          <div class="mb-3">
+            {{ form.template_id.label(class="form-label fw-semibold") }}
+            {{ form.template_id(class="form-select") }}
+            {% for e in form.template_id.errors %}<div class="text-danger small">{{ e }}</div>{% endfor %}
+          </div>
+
+          <div class="mb-3">
+            {{ form.inspector_id.label(class="form-label fw-semibold") }}
+            {{ form.inspector_id(class="form-select") }}
+            {% for e in form.inspector_id.errors %}<div class="text-danger small">{{ e }}</div>{% endfor %}
+          </div>
+
+          <div class="row">
+            <div class="col-md-6 mb-3">
+              {{ form.frequency.label(class="form-label fw-semibold") }}
+              {{ form.frequency(class="form-select") }}
+            </div>
+            <div class="col-md-6 mb-3">
+              {{ form.next_due_date.label(class="form-label fw-semibold") }}
+              {{ form.next_due_date(class="form-control", type="date") }}
+              {% for e in form.next_due_date.errors %}<div class="text-danger small">{{ e }}</div>{% endfor %}
+            </div>
+          </div>
+
+          <div class="mb-3">
+            {{ form.notes.label(class="form-label fw-semibold") }}
+            {{ form.notes(class="form-control", rows=2, placeholder="Optional instructions for the inspector…") }}
+          </div>
+
+          <div class="form-check mb-3">
+            {{ form.active(class="form-check-input") }}
+            {{ form.active.label(class="form-check-label") }}
+          </div>
+
+          <div class="d-flex gap-2">
+            <button type="submit" class="btn btn-primary">Save</button>
+            <a href="{{ url_for('scheduled_inspections.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.
+    </p>
+  </div>
+</div>
+{% endblock %}

app/templates/scheduled_inspections/list.html

@@ -0,0 +1,96 @@
+{% extends "base.html" %}
+{% block title %}Scheduled Inspections{% endblock %}
+
+{% block content %}
+<div class="row mb-4 align-items-center">
+  <div class="col">
+    <h2><i class="bi bi-calendar-check"></i> Scheduled Inspections</h2>
+    <p class="text-muted mb-0">Planned and recurring inspection assignments.</p>
+  </div>
+  <div class="col-auto 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 current_user.role in ['admin','director','project_manager'] %}
+    <a href="{{ url_for('scheduled_inspections.create') }}" class="btn btn-primary">
+      <i class="bi bi-plus-circle"></i> New Schedule
+    </a>
+    {% endif %}
+  </div>
+</div>
+
+<div class="card shadow-sm">
+  <div class="card-body p-0">
+    {% if schedules %}
+    <div class="table-responsive">
+      <table class="table table-hover mb-0 align-middle">
+        <thead class="table-light">
+          <tr>
+            <th>Facility</th>
+            <th>Template</th>
+            <th>Inspector</th>
+            <th>Frequency</th>
+            <th>Next Due</th>
+            <th>Status</th>
+            <th class="text-end"></th>
+          </tr>
+        </thead>
+        <tbody>
+          {% for s in schedules %}
+          {% set overdue = s.active and s.next_due_date < today %}
+          {% set due_soon = s.active and not overdue and (s.next_due_date - today).days <= 7 %}
+          <tr class="{{ 'table-danger' if overdue else 'table-warning' if due_soon else '' }}">
+            <td><strong>{{ s.facility.name if s.facility else '—' }}</strong></td>
+            <td>{{ s.template.name if s.template else '—' }}</td>
+            <td>{{ s.inspector.display_name if s.inspector else '— Unassigned —' }}</td>
+            <td><span class="badge bg-secondary">{{ s.frequency_label }}</span></td>
+            <td>
+              {{ s.next_due_date.strftime('%b %d, %Y') }}
+              {% if overdue %}
+              <span class="badge bg-danger ms-1"><i class="bi bi-alarm"></i> Overdue</span>
+              {% elif due_soon %}
+              <span class="badge bg-warning text-dark ms-1">Due soon</span>
+              {% endif %}
+            </td>
+            <td>
+              {% if s.active %}
+              <span class="badge bg-success">Active</span>
+              {% else %}
+              <span class="badge bg-secondary">Inactive</span>
+              {% endif %}
+            </td>
+            <td class="text-end text-nowrap">
+              {% if s.active and (current_user.role in ['admin','director','project_manager']
+                    or (current_user.role == 'inspector' and s.inspector_id == current_user.id)) %}
+              <a href="{{ url_for('scheduled_inspections.start', schedule_id=s.id) }}"
+                 class="btn btn-sm btn-success" title="Start this inspection">
+                <i class="bi bi-play-fill"></i> Start
+              </a>
+              {% endif %}
+              {% if current_user.role in ['admin','director','project_manager'] %}
+              <a href="{{ url_for('scheduled_inspections.edit', schedule_id=s.id) }}"
+                 class="btn btn-sm btn-outline-primary"><i class="bi bi-pencil"></i></a>
+              <form method="POST" class="d-inline"
+                    action="{{ url_for('scheduled_inspections.delete', schedule_id=s.id) }}"
+                    onsubmit="return confirm('Delete this scheduled inspection?');">
+                <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+                <button type="submit" class="btn btn-sm btn-outline-danger"><i class="bi bi-trash"></i></button>
+              </form>
+              {% endif %}
+            </td>
+          </tr>
+          {% endfor %}
+        </tbody>
+      </table>
+    </div>
+    {% else %}
+    <div class="p-4 text-muted text-center">
+      No scheduled inspections yet.
+      {% if current_user.role in ['admin','director','project_manager'] %}
+      <a href="{{ url_for('scheduled_inspections.create') }}">Create one</a>.
+      {% endif %}
+    </div>
+    {% endif %}
+  </div>
+</div>
+{% endblock %}

app/utils/forms.py

@@ -2,7 +2,7 @@ from flask_wtf import FlaskForm
 from flask_wtf.file import FileField, FileAllowed, MultipleFileField
 from wtforms import (StringField, PasswordField, SelectField, TextAreaField,
                      DecimalField, BooleanField, IntegerField, HiddenField,
-                     RadioField)
+                     RadioField, DateField)
 from wtforms.validators import (DataRequired, Email, Length, EqualTo,
                                 Optional, NumberRange, ValidationError)
 from app.models.user import User
@@ -319,3 +319,18 @@ class PublicIssueReportForm(FlaskForm):
                                             FileAllowed(['jpg', 'jpeg', 'png', 'gif'],
                                                         'Images only (jpg, png, gif).')])
     website         = StringField('Website')   # honeypot — must stay empty
+
+
+# ── Scheduled Inspections (phase36) ──────────────────────────────────────────
+
+class ScheduledInspectionForm(FlaskForm):
+    facility_id   = SelectField('Facility', coerce=int, validators=[DataRequired()])
+    template_id   = SelectField('Template', coerce=int, validators=[DataRequired()])
+    inspector_id  = SelectField('Assign Inspector', coerce=int, validators=[DataRequired()])
+    frequency     = SelectField('Frequency', choices=[
+        ('once', 'One-time'), ('daily', 'Daily'),
+        ('weekly', 'Weekly'), ('monthly', 'Monthly'),
+    ], validators=[DataRequired()])
+    next_due_date = DateField('Due Date', validators=[DataRequired()])
+    notes         = TextAreaField('Notes', validators=[Optional(), Length(max=1000)])
+    active        = BooleanField('Active', default=True)

migrations/versions/phase36_scheduled_inspections.py

@@ -0,0 +1,79 @@
+"""phase36 — scheduled_inspections + inspections.scheduled_inspection_id
+
+Planned/recurring inspection assignments (facility + template + inspector +
+due date). Completed inspections link back via inspections.scheduled_inspection_id.
+
+Uses INFORMATION_SCHEMA existence checks — safe to re-run.
+"""
+
+revision      = 'phase36_scheduled_insp'
+down_revision = 'phase35_issue_handler'
+branch_labels = None
+depends_on    = None
+
+from alembic import op
+import sqlalchemy as sa
+
+
+def _table_exists(conn, table):
+    return conn.execute(sa.text(
+        "SELECT COUNT(*) FROM INFORMATION_SCHEMA.TABLES "
+        "WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = :t"
+    ), {"t": table}).scalar() > 0
+
+
+def _column_exists(conn, table, column):
+    return conn.execute(sa.text(
+        "SELECT COUNT(*) FROM INFORMATION_SCHEMA.COLUMNS "
+        "WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = :t AND COLUMN_NAME = :c"
+    ), {"t": table, "c": column}).scalar() > 0
+
+
+def upgrade():
+    bind = op.get_bind()
+
+    if not _table_exists(bind, 'scheduled_inspections'):
+        op.create_table(
+            'scheduled_inspections',
+            sa.Column('id', sa.Integer, primary_key=True),
+            sa.Column('facility_id', sa.Integer,
+                      sa.ForeignKey('facilities.id', ondelete='CASCADE'), nullable=False),
+            sa.Column('template_id', sa.Integer,
+                      sa.ForeignKey('inspection_templates.id', ondelete='CASCADE'), nullable=False),
+            sa.Column('inspector_id', sa.Integer,
+                      sa.ForeignKey('users.id', ondelete='SET NULL'), nullable=True),
+            sa.Column('frequency', sa.Enum('once', 'daily', 'weekly', 'monthly'),
+                      nullable=False, server_default='once'),
+            sa.Column('next_due_date', sa.Date, nullable=False),
+            sa.Column('active', sa.Boolean, nullable=False, server_default='1'),
+            sa.Column('notes', sa.Text, nullable=True),
+            sa.Column('created_by', sa.Integer,
+                      sa.ForeignKey('users.id', ondelete='SET NULL'), nullable=True),
+            sa.Column('created_at', sa.DateTime, nullable=False),
+            sa.Column('last_completed_at', sa.DateTime, nullable=True),
+            sa.Column('advance_notified', sa.Boolean, nullable=False, server_default='0'),
+            sa.Column('due_notified', sa.Boolean, nullable=False, server_default='0'),
+            sa.Column('overdue_notified', sa.Boolean, nullable=False, server_default='0'),
+        )
+        op.create_index('ix_sched_insp_facility', 'scheduled_inspections', ['facility_id'])
+        op.create_index('ix_sched_insp_inspector', 'scheduled_inspections', ['inspector_id'])
+        op.create_index('ix_sched_insp_due', 'scheduled_inspections', ['next_due_date'])
+
+    if not _column_exists(bind, 'inspections', 'scheduled_inspection_id'):
+        op.execute(sa.text(
+            "ALTER TABLE inspections ADD COLUMN scheduled_inspection_id INT NULL"
+        ))
+        op.execute(sa.text(
+            "ALTER TABLE inspections ADD CONSTRAINT fk_inspection_scheduled "
+            "FOREIGN KEY (scheduled_inspection_id) REFERENCES scheduled_inspections(id) "
+            "ON DELETE SET NULL"
+        ))
+
+
+def downgrade():
+    bind = op.get_bind()
+    if _column_exists(bind, 'inspections', 'scheduled_inspection_id'):
+        op.execute(sa.text("ALTER TABLE inspections DROP FOREIGN KEY fk_inspection_scheduled"))
+        op.execute(sa.text("ALTER TABLE inspections DROP COLUMN scheduled_inspection_id"))
+    if _table_exists(bind, 'scheduled_inspections'):
+        op.drop_table('scheduled_inspections')