[17.0][ADD] sale_certification

sale_certification/README.rst

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+==================
+Sale Certification
+==================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fvertical--construction-lightgray.png?logo=github
+    :target: https://github.com/OCA/vertical-construction/tree/17.0/sale_certification
+    :alt: OCA/vertical-construction
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/vertical-construction-17-0/vertical-construction-17-0-sale_certification
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/vertical-construction&target_branch=17.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module introduces a certification workflow between sales orders and
+invoicing, commonly used in construction and large-scale contracting
+industries.
+
+Instead of invoicing directly from sales orders, this module allows the
+creation of **certifications** that represent approved progress or
+partial completion. These certifications can then generate invoices,
+optionally applying **retention amounts** (withholding a percentage of
+the payment until final project acceptance).
+
+Key Features:
+
+- Add a certification step between sales and invoicing.
+- Generate invoices based on certified quantities.
+- Support for configurable retention percentages per certification.
+- Tracks invoiced vs. certified amounts for better financial oversight
+  at sale level.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+1.  **Create a Sales Order** as usual with your products or services.
+
+2.  Enable the **Certifiable?** checkbox on the Sales Order.
+
+3.  Confirm the Sales Order.
+
+4.  Once confirmed:
+
+    - A **Certified Percentage** will be displayed at the Sales Order
+      level.
+    - A **Quantity Certified** field will appear at the line level.
+
+5.  Based on the invoice policy of your products, the same logic will
+    apply to the certification process. A new **Certification** button
+    will appear in the header.
+
+6.  Creating a new Certification offers three options:
+
+    - **Regular** – Automatically includes all available lines based on
+      the invoice policy.
+    - **Percentage** – Applies a percentage to the amounts from the
+      regular option (not the total sale).
+    - **Chapter** – Allows selection of specific sections (sale order
+      lines within sections) to include in the certification.
+
+7.  After creating a certification, you can freely adjust quantities or
+    remove lines. These changes will be reflected in the Sales Order,
+    following the same logic as invoices.
+
+8.  When you confirm the certification, the confirmation date will be
+    set.
+
+9.  Click **Create Invoice**. If you select **Apply Retention Monies**,
+    you will have two retention options:
+
+    - **Percentage** of the certified base amount.
+    - **Fixed Value** over the certified base amount.
+
+    This will:
+
+    - Create a negative line in the invoice subtracting the retention
+      amount.
+    - Generate a separate invoice to hold the retention amount (if no
+      draft retention invoice already exists), accessible from the Sales
+      Order view.
+
+10. You can set a payment method or reminders on the retention invoice
+    to charge the client later or cancel the invoice if necessary.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/vertical-construction/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/vertical-construction/issues/new?body=module:%20sale_certification%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Binhex
+
+Contributors
+------------
+
+- Christian Ramos <c.ramos@binhex.cloud>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-Christian-RB| image:: https://github.com/Christian-RB.png?size=40px
+    :target: https://github.com/Christian-RB
+    :alt: Christian-RB
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-Christian-RB| 
+
+This module is part of the `OCA/vertical-construction <https://github.com/OCA/vertical-construction/tree/17.0/sale_certification>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_certification/__init__.py

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+from . import models
+from . import security
+from . import views
+from . import wizard

sale_certification/__manifest__.py

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+{
+    "name": "Sale Certification",
+    "summary": (
+        "This module allows to certificate sales orders " "in a construction context"
+    ),
+    "version": "17.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Binhex,Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/vertical-construction",
+    "category": "Sales",
+    "depends": [
+        "sale",
+    ],
+    "maintainers": ["Christian-RB"],
+    "data": [
+        "security/ir.model.access.csv",
+        "security/ir_rules.xml",
+        "wizard/certification_invoice_wizard_view.xml",
+        "wizard/certification_wizard_view.xml",
+        "views/view_order_certifications.xml",
+        "views/view_order_form_certify.xml",
+        "views/order_certifications_menu.xml",
+        "views/account_views.xml",
+        "report/certification_reports.xml",
+        "report/certification_templates.xml",
+    ],
+    "assets": {
+        "web.report_assets_common": [
+            "sale_certification/static/src/css/report_certification.css",
+        ],
+        "web.report_assets_pdf": [
+            "sale_certification/static/src/css/report_certification.css",
+        ],
+    },
+}

sale_certification/models/__init__.py

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+from . import account_move
+from . import account_move_line
+from . import order_certification
+from . import certification_line
+from . import sale_order
+from . import sale_order_line

sale_certification/models/account_move.py

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+from odoo import fields, models
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    certification_count = fields.Integer(
+        compute="_compute_origin_certification_count",
+    )
+    retention_invoice = fields.Boolean(
+        help="Indicates if this invoice is a retention invoice.",
+    )
+
+    def _compute_origin_certification_count(self):
+        for move in self:
+            move.certification_count = len(
+                move.line_ids.certification_line_ids.certification_id
+            )
+
+    def action_view_source_certifications(self):
+        self.ensure_one()
+        certification_lines = self.line_ids.certification_line_ids
+        source_certifications = certification_lines.certification_id
+        result = self.env["ir.actions.act_window"]._for_xml_id(
+            "sale_certification.order_certification_action"
+        )
+        if len(source_certifications) > 1:
+            result["domain"] = [("id", "in", source_certifications.ids)]
+        elif len(source_certifications) == 1:
+            result["views"] = [
+                (
+                    self.env.ref(
+                        "sale_certification.view_order_certifications_form", False
+                    ).id,
+                    "form",
+                )
+            ]
+            result["res_id"] = source_certifications.id
+        else:
+            result = {"type": "ir.actions.act_window_close"}
+        return result

sale_certification/models/account_move_line.py

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+from odoo import fields, models
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    certification_line_ids = fields.Many2many(
+        "certification.line",
+        "certification_line_invoice_rel",
+        "invoice_line_id",
+        "certification_line_id",
+        string="Certification Lines",
+        readonly=True,
+        copy=False,
+    )
+    retention_invoice_line = fields.Many2one(
+        comodel_name="account.move.line",
+        help="The retention invoice line related to this line.",
+        copy=False,
+        ondelete="restrict",
+    )
+
+    def find_retention_invoice(self, certification):
+        retention_invoice = certification.mapped(
+            "order_id.invoice_ids.invoice_line_ids.retention_invoice_line.move_id"
+        ).filtered(lambda move: move.state == "draft" and move.retention_invoice)
+        if retention_invoice:
+            return retention_invoice[0]
+        return False
+
+    def create_retention_invoice_line(self, certification):
+        self.ensure_one()
+        move_id = self.find_retention_invoice(certification)
+        if not move_id:
+            move_id = self.env["account.move"].create(
+                {
+                    "move_type": "out_invoice",
+                    "partner_id": self.move_id.partner_id.id,
+                    "date": fields.Date.context_today(self),
+                    "retention_invoice": True,
+                }
+            )
+        retention_vals = {
+            "display_type": "product",
+            "name": self.name,
+            "quantity": 1.0,
+            "move_id": move_id.id,
+            "price_unit": -1 * self.price_subtotal,
+            "balance": -1 * self.price_subtotal,
+            "retention_invoice_line": self.id,
+            "currency_id": move_id.currency_id.id,
+        }
+        self.retention_invoice_line = self.env["account.move.line"].create(
+            retention_vals
+        )
+        return move_id