feat(invoicing): module scaffold + strategy defaults + account hold
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
6
fusion-plating/fusion_plating_invoicing/__init__.py
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fusion-plating/fusion_plating_invoicing/__init__.py
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Plating product family.
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from . import models
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fusion-plating/fusion_plating_invoicing/__manifest__.py
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fusion-plating/fusion_plating_invoicing/__manifest__.py
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Plating product family.
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{
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'name': 'Fusion Plating — Invoicing',
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'version': '19.0.1.0.0',
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'category': 'Manufacturing/Plating',
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'summary': 'Invoice strategy engine with deposit, progress billing, net terms, COD/prepay, and account holds.',
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'description': """
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Fusion Plating — Invoicing
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===========================
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Part of the Fusion Plating product family by Nexa Systems Inc.
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Provides:
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- Four invoice strategies: deposit, progress billing, net terms, COD/prepay
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- Customer-level default strategy with auto-fill on sale orders
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- Account hold flag on customers to block SO confirmation and invoicing
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- Automated deposit and full invoice creation on SO confirmation
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""",
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'author': 'Nexa Systems Inc.',
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'website': 'https://www.nexasystems.ca',
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'maintainer': 'Nexa Systems Inc.',
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'support': 'support@nexasystems.ca',
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'license': 'OPL-1',
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'price': 0.00,
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'currency': 'CAD',
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'depends': [
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'fusion_plating_configurator',
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'sale_management',
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'account',
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],
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'data': [
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'security/fp_invoicing_security.xml',
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'security/ir.model.access.csv',
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'views/fp_invoice_strategy_views.xml',
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'views/res_partner_views.xml',
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'views/sale_order_views.xml',
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'views/fp_invoicing_menu.xml',
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],
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'installable': True,
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'application': False,
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'auto_install': False,
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}
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Plating product family.
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from . import fp_invoice_strategy_default
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from . import res_partner
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from . import sale_order
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from . import account_move
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Plating product family.
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# Placeholder — implemented in a later task.
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Plating product family.
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from odoo import fields, models
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class FpInvoiceStrategyDefault(models.Model):
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"""Customer-level default invoice strategy.
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When a new sale order is created for this customer, the invoice
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strategy and deposit percentage auto-fill from this record.
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"""
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_name = 'fp.invoice.strategy.default'
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_description = 'Fusion Plating — Invoice Strategy Default'
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_order = 'partner_id'
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partner_id = fields.Many2one(
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'res.partner', string='Customer', required=True, ondelete='cascade',
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domain="[('customer_rank', '>', 0)]",
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)
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default_strategy = fields.Selection(
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[('deposit', 'Deposit'), ('progress', 'Progress Billing'),
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('net_terms', 'Net Terms'), ('cod_prepay', 'COD / Prepay')],
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string='Default Strategy', required=True,
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)
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default_deposit_percent = fields.Float(
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string='Deposit %', help='Deposit percentage if strategy is Deposit (e.g. 50.0).',
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)
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payment_term_id = fields.Many2one(
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'account.payment.term', string='Payment Terms',
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)
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notes = fields.Text(string='Notes')
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_sql_constraints = [
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('fp_invoice_strategy_partner_uniq', 'unique(partner_id)',
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'Only one invoice strategy default per customer.'),
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]
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Plating product family.
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from odoo import fields, models
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class ResPartner(models.Model):
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_inherit = 'res.partner'
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x_fc_account_hold = fields.Boolean(
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string='Account Hold', tracking=True,
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help='When active, blocks SO confirmation, invoicing, and shipping.',
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)
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x_fc_account_hold_reason = fields.Text(string='Hold Reason')
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x_fc_account_hold_date = fields.Datetime(
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string='Hold Date', help='When the hold was placed.',
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)
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x_fc_account_hold_by_id = fields.Many2one(
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'res.users', string='Hold Placed By',
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)
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Plating product family.
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# Placeholder — implemented in a later task.
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2026 Nexa Systems Inc.
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License OPL-1 (Odoo Proprietary License v1.0)
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Part of the Fusion Plating product family.
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-->
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<odoo>
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<record id="group_fp_accounting" model="res.groups">
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<field name="name">Accounting</field>
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<field name="sequence">58</field>
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<field name="privilege_id" ref="fusion_plating.res_groups_privilege_fusion_plating"/>
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<field name="implied_ids" eval="[(4, ref('fusion_plating.group_fusion_plating_supervisor'))]"/>
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<field name="user_ids" eval="[(4, ref('base.user_root')), (4, ref('base.user_admin'))]"/>
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</record>
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</odoo>
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
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access_fp_invoice_strategy_operator,fp.invoice.strategy.default.operator,model_fp_invoice_strategy_default,fusion_plating.group_fusion_plating_operator,1,0,0,0
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access_fp_invoice_strategy_accounting,fp.invoice.strategy.default.accounting,model_fp_invoice_strategy_default,group_fp_accounting,1,1,1,0
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access_fp_invoice_strategy_manager,fp.invoice.strategy.default.manager,model_fp_invoice_strategy_default,fusion_plating.group_fusion_plating_manager,1,1,1,1
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2026 Nexa Systems Inc.
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License OPL-1 (Odoo Proprietary License v1.0)
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Part of the Fusion Plating product family.
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-->
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<odoo>
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<!-- ===== Strategy Default List View ===== -->
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<record id="view_fp_invoice_strategy_default_list" model="ir.ui.view">
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<field name="name">fp.invoice.strategy.default.list</field>
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<field name="model">fp.invoice.strategy.default</field>
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<field name="arch" type="xml">
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<list string="Invoice Strategy Defaults">
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<field name="partner_id"/>
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<field name="default_strategy"/>
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<field name="default_deposit_percent"/>
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<field name="payment_term_id"/>
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</list>
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</field>
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</record>
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<!-- ===== Strategy Default Form View ===== -->
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<record id="view_fp_invoice_strategy_default_form" model="ir.ui.view">
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<field name="name">fp.invoice.strategy.default.form</field>
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<field name="model">fp.invoice.strategy.default</field>
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<field name="arch" type="xml">
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<form string="Invoice Strategy Default">
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<sheet>
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<group>
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<group>
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<field name="partner_id"/>
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<field name="default_strategy"/>
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<field name="default_deposit_percent"
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invisible="default_strategy != 'deposit'"/>
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</group>
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<group>
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<field name="payment_term_id"/>
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</group>
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</group>
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<group>
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<field name="notes" placeholder="Internal notes about this customer's billing preferences..."/>
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</group>
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</sheet>
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</form>
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</field>
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</record>
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<!-- ===== Strategy Default Search View ===== -->
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<record id="view_fp_invoice_strategy_default_search" model="ir.ui.view">
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<field name="name">fp.invoice.strategy.default.search</field>
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<field name="model">fp.invoice.strategy.default</field>
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<field name="arch" type="xml">
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<search>
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<field name="partner_id"/>
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<separator/>
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<filter string="Deposit" name="deposit" domain="[('default_strategy','=','deposit')]"/>
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<filter string="Progress Billing" name="progress" domain="[('default_strategy','=','progress')]"/>
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<filter string="Net Terms" name="net_terms" domain="[('default_strategy','=','net_terms')]"/>
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<filter string="COD / Prepay" name="cod_prepay" domain="[('default_strategy','=','cod_prepay')]"/>
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<group>
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<filter string="Strategy" name="group_strategy" context="{'group_by':'default_strategy'}"/>
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</group>
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</search>
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</field>
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</record>
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<!-- ===== Window Action ===== -->
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<record id="action_fp_invoice_strategy_default" model="ir.actions.act_window">
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<field name="name">Invoice Strategy Defaults</field>
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<field name="res_model">fp.invoice.strategy.default</field>
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<field name="view_mode">list,form</field>
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<field name="search_view_id" ref="view_fp_invoice_strategy_default_search"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No invoice strategy defaults defined yet
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</p>
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<p>
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Set a default invoice strategy per customer so new sale orders
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auto-fill with the correct billing method.
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</p>
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</field>
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</record>
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</odoo>
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2026 Nexa Systems Inc.
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License OPL-1 (Odoo Proprietary License v1.0)
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Part of the Fusion Plating product family.
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-->
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<odoo>
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</odoo>
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2026 Nexa Systems Inc.
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License OPL-1 (Odoo Proprietary License v1.0)
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Part of the Fusion Plating product family.
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-->
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<odoo>
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<record id="view_partner_form_account_hold" model="ir.ui.view">
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<field name="name">res.partner.form.fp.account.hold</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="arch" type="xml">
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<xpath expr="//sheet" position="before">
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<div class="alert alert-danger mb-0" role="alert"
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invisible="not x_fc_account_hold">
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<strong>Account Hold Active</strong> —
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<field name="x_fc_account_hold_reason" readonly="1" nolabel="1"/>
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<br/>
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<small>
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Placed by <field name="x_fc_account_hold_by_id" readonly="1" nolabel="1"/>
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on <field name="x_fc_account_hold_date" readonly="1" nolabel="1"/>
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</small>
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</div>
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</xpath>
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<xpath expr="//notebook" position="inside">
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<page string="Account Hold" name="account_hold_tab"
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groups="fusion_plating_invoicing.group_fp_accounting">
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<group>
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<group>
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<field name="x_fc_account_hold"/>
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<field name="x_fc_account_hold_reason"
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invisible="not x_fc_account_hold"/>
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</group>
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<group>
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<field name="x_fc_account_hold_date"
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invisible="not x_fc_account_hold"/>
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<field name="x_fc_account_hold_by_id"
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invisible="not x_fc_account_hold"/>
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</group>
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</group>
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</page>
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</xpath>
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</field>
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</record>
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</odoo>
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@@ -0,0 +1,8 @@
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2026 Nexa Systems Inc.
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License OPL-1 (Odoo Proprietary License v1.0)
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Part of the Fusion Plating product family.
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-->
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<odoo>
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</odoo>
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