feat(invoicing): strategy auto-fill + hold check + deposit/COD automation + menu

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

fusion-plating/fusion_plating_invoicing/__init__.py

@@ -0,0 +1,6 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from . import models

fusion-plating/fusion_plating_invoicing/__manifest__.py

@@ -0,0 +1,46 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+{
+    'name': 'Fusion Plating — Invoicing',
+    'version': '19.0.1.0.0',
+    'category': 'Manufacturing/Plating',
+    'summary': 'Invoice strategy engine with deposit, progress billing, net terms, COD/prepay, and account holds.',
+    'description': """
+Fusion Plating — Invoicing
+===========================
+
+Part of the Fusion Plating product family by Nexa Systems Inc.
+
+Provides:
+- Four invoice strategies: deposit, progress billing, net terms, COD/prepay
+- Customer-level default strategy with auto-fill on sale orders
+- Account hold flag on customers to block SO confirmation and invoicing
+- Automated deposit and full invoice creation on SO confirmation
+""",
+    'author': 'Nexa Systems Inc.',
+    'website': 'https://www.nexasystems.ca',
+    'maintainer': 'Nexa Systems Inc.',
+    'support': 'support@nexasystems.ca',
+    'license': 'OPL-1',
+    'price': 0.00,
+    'currency': 'CAD',
+    'depends': [
+        'fusion_plating_configurator',
+        'sale_management',
+        'account',
+    ],
+    'data': [
+        'security/fp_invoicing_security.xml',
+        'security/ir.model.access.csv',
+        'views/fp_invoice_strategy_views.xml',
+        'views/res_partner_views.xml',
+        'views/sale_order_views.xml',
+        'views/fp_invoicing_menu.xml',
+    ],
+    'installable': True,
+    'application': False,
+    'auto_install': False,
+}

fusion-plating/fusion_plating_invoicing/models/__init__.py

@@ -0,0 +1,9 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from . import fp_invoice_strategy_default
+from . import res_partner
+from . import sale_order
+from . import account_move

fusion-plating/fusion_plating_invoicing/models/account_move.py

@@ -0,0 +1,28 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import models, _
+from odoo.exceptions import UserError
+
+
+class AccountMove(models.Model):
+    _inherit = 'account.move'
+
+    def action_post(self):
+        """Check account hold before posting invoices."""
+        for move in self:
+            if move.move_type in ('out_invoice', 'out_refund') and move.partner_id:
+                if move.partner_id.x_fc_account_hold:
+                    is_manager = self.env.user.has_group(
+                        'fusion_plating.group_fusion_plating_manager'
+                    )
+                    if not is_manager:
+                        raise UserError(_(
+                            'Cannot post invoice — customer "%s" is on account hold.\n'
+                            'Reason: %s\n\n'
+                            'Contact a manager to override.'
+                        ) % (move.partner_id.name,
+                             move.partner_id.x_fc_account_hold_reason or 'No reason specified'))
+        return super().action_post()

fusion-plating/fusion_plating_invoicing/models/fp_invoice_strategy_default.py

@@ -0,0 +1,39 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import fields, models
+
+
+class FpInvoiceStrategyDefault(models.Model):
+    """Customer-level default invoice strategy.
+
+    When a new sale order is created for this customer, the invoice
+    strategy and deposit percentage auto-fill from this record.
+    """
+    _name = 'fp.invoice.strategy.default'
+    _description = 'Fusion Plating — Invoice Strategy Default'
+    _order = 'partner_id'
+
+    partner_id = fields.Many2one(
+        'res.partner', string='Customer', required=True, ondelete='cascade',
+        domain="[('customer_rank', '>', 0)]",
+    )
+    default_strategy = fields.Selection(
+        [('deposit', 'Deposit'), ('progress', 'Progress Billing'),
+         ('net_terms', 'Net Terms'), ('cod_prepay', 'COD / Prepay')],
+        string='Default Strategy', required=True,
+    )
+    default_deposit_percent = fields.Float(
+        string='Deposit %', help='Deposit percentage if strategy is Deposit (e.g. 50.0).',
+    )
+    payment_term_id = fields.Many2one(
+        'account.payment.term', string='Payment Terms',
+    )
+    notes = fields.Text(string='Notes')
+
+    _sql_constraints = [
+        ('fp_invoice_strategy_partner_uniq', 'unique(partner_id)',
+         'Only one invoice strategy default per customer.'),
+    ]

fusion-plating/fusion_plating_invoicing/models/res_partner.py

@@ -0,0 +1,22 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    x_fc_account_hold = fields.Boolean(
+        string='Account Hold', tracking=True,
+        help='When active, blocks SO confirmation, invoicing, and shipping.',
+    )
+    x_fc_account_hold_reason = fields.Text(string='Hold Reason')
+    x_fc_account_hold_date = fields.Datetime(
+        string='Hold Date', help='When the hold was placed.',
+    )
+    x_fc_account_hold_by_id = fields.Many2one(
+        'res.users', string='Hold Placed By',
+    )

fusion-plating/fusion_plating_invoicing/models/sale_order.py

@@ -0,0 +1,106 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+import logging
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    @api.onchange('partner_id')
+    def _onchange_partner_id_invoice_strategy(self):
+        """Auto-fill invoice strategy from customer defaults."""
+        if self.partner_id:
+            default = self.env['fp.invoice.strategy.default'].search(
+                [('partner_id', '=', self.partner_id.id)], limit=1,
+            )
+            if default:
+                self.x_fc_invoice_strategy = default.default_strategy
+                self.x_fc_deposit_percent = default.default_deposit_percent
+                if default.payment_term_id:
+                    self.payment_term_id = default.payment_term_id
+
+    def action_confirm(self):
+        """Override to check account hold and trigger invoice strategy."""
+        for order in self:
+            # --- Account hold check ---
+            if order.partner_id.x_fc_account_hold:
+                is_manager = self.env.user.has_group(
+                    'fusion_plating.group_fusion_plating_manager'
+                )
+                if not is_manager:
+                    raise UserError(_(
+                        'Cannot confirm — customer "%s" is on account hold.\n'
+                        'Reason: %s\n\n'
+                        'Contact a manager to override.'
+                    ) % (order.partner_id.name,
+                         order.partner_id.x_fc_account_hold_reason or 'No reason specified'))
+                else:
+                    # Manager gets a warning in chatter but can proceed
+                    order.message_post(
+                        body=_(
+                            'Warning: Customer "%s" is on account hold (reason: %s). '
+                            'Order confirmed by manager override.'
+                        ) % (order.partner_id.name,
+                             order.partner_id.x_fc_account_hold_reason or 'N/A'),
+                    )
+
+        res = super().action_confirm()
+
+        # --- Invoice strategy automation ---
+        for order in self:
+            strategy = order.x_fc_invoice_strategy
+            if not strategy:
+                continue
+
+            if strategy == 'deposit' and order.x_fc_deposit_percent:
+                order._create_deposit_invoice()
+            elif strategy == 'cod_prepay':
+                order._create_full_invoice()
+
+        return res
+
+    def _create_deposit_invoice(self):
+        """Create a deposit (down payment) invoice for the deposit percentage."""
+        self.ensure_one()
+        percent = self.x_fc_deposit_percent
+        if not percent or percent <= 0:
+            return
+
+        try:
+            # Use Odoo's standard down payment mechanism
+            wizard = self.env['sale.advance.payment.inv'].create({
+                'advance_payment_method': 'percentage',
+                'amount': percent,
+            })
+            wizard.with_context(active_ids=self.ids, active_model='sale.order').create_invoices()
+            self.message_post(
+                body=_('Deposit invoice (%.0f%%) created automatically — strategy: Deposit.') % percent,
+            )
+        except Exception as e:
+            _logger.warning('Failed to create deposit invoice for SO %s: %s', self.name, e)
+            self.message_post(
+                body=_('Failed to auto-create deposit invoice: %s. Create manually.') % str(e),
+            )
+
+    def _create_full_invoice(self):
+        """Create a full invoice immediately (COD/Prepay strategy)."""
+        self.ensure_one()
+        try:
+            invoices = self._create_invoices()
+            if invoices:
+                self.message_post(
+                    body=_('Full invoice created automatically — strategy: COD / Prepay.'),
+                )
+        except Exception as e:
+            _logger.warning('Failed to create COD invoice for SO %s: %s', self.name, e)
+            self.message_post(
+                body=_('Failed to auto-create invoice: %s. Create manually.') % str(e),
+            )

fusion-plating/fusion_plating_invoicing/security/fp_invoicing_security.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Plating product family.
+-->
+<odoo>
+
+    <record id="group_fp_accounting" model="res.groups">
+        <field name="name">Accounting</field>
+        <field name="sequence">58</field>
+        <field name="privilege_id" ref="fusion_plating.res_groups_privilege_fusion_plating"/>
+        <field name="implied_ids" eval="[(4, ref('fusion_plating.group_fusion_plating_supervisor'))]"/>
+        <field name="user_ids" eval="[(4, ref('base.user_root')), (4, ref('base.user_admin'))]"/>
+    </record>
+
+</odoo>

fusion-plating/fusion_plating_invoicing/security/ir.model.access.csv

@@ -0,0 +1,4 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+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
+access_fp_invoice_strategy_accounting,fp.invoice.strategy.default.accounting,model_fp_invoice_strategy_default,group_fp_accounting,1,1,1,0
+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

fusion-plating/fusion_plating_invoicing/views/fp_invoice_strategy_views.xml

@@ -0,0 +1,85 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Plating product family.
+-->
+<odoo>
+
+    <!-- ===== Strategy Default List View ===== -->
+    <record id="view_fp_invoice_strategy_default_list" model="ir.ui.view">
+        <field name="name">fp.invoice.strategy.default.list</field>
+        <field name="model">fp.invoice.strategy.default</field>
+        <field name="arch" type="xml">
+            <list string="Invoice Strategy Defaults">
+                <field name="partner_id"/>
+                <field name="default_strategy"/>
+                <field name="default_deposit_percent"/>
+                <field name="payment_term_id"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ===== Strategy Default Form View ===== -->
+    <record id="view_fp_invoice_strategy_default_form" model="ir.ui.view">
+        <field name="name">fp.invoice.strategy.default.form</field>
+        <field name="model">fp.invoice.strategy.default</field>
+        <field name="arch" type="xml">
+            <form string="Invoice Strategy Default">
+                <sheet>
+                    <group>
+                        <group>
+                            <field name="partner_id"/>
+                            <field name="default_strategy"/>
+                            <field name="default_deposit_percent"
+                                   invisible="default_strategy != 'deposit'"/>
+                        </group>
+                        <group>
+                            <field name="payment_term_id"/>
+                        </group>
+                    </group>
+                    <group>
+                        <field name="notes" placeholder="Internal notes about this customer's billing preferences..."/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- ===== Strategy Default Search View ===== -->
+    <record id="view_fp_invoice_strategy_default_search" model="ir.ui.view">
+        <field name="name">fp.invoice.strategy.default.search</field>
+        <field name="model">fp.invoice.strategy.default</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="partner_id"/>
+                <separator/>
+                <filter string="Deposit" name="deposit" domain="[('default_strategy','=','deposit')]"/>
+                <filter string="Progress Billing" name="progress" domain="[('default_strategy','=','progress')]"/>
+                <filter string="Net Terms" name="net_terms" domain="[('default_strategy','=','net_terms')]"/>
+                <filter string="COD / Prepay" name="cod_prepay" domain="[('default_strategy','=','cod_prepay')]"/>
+                <group>
+                    <filter string="Strategy" name="group_strategy" context="{'group_by':'default_strategy'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <!-- ===== Window Action ===== -->
+    <record id="action_fp_invoice_strategy_default" model="ir.actions.act_window">
+        <field name="name">Invoice Strategy Defaults</field>
+        <field name="res_model">fp.invoice.strategy.default</field>
+        <field name="view_mode">list,form</field>
+        <field name="search_view_id" ref="view_fp_invoice_strategy_default_search"/>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No invoice strategy defaults defined yet
+            </p>
+            <p>
+                Set a default invoice strategy per customer so new sale orders
+                auto-fill with the correct billing method.
+            </p>
+        </field>
+    </record>
+
+</odoo>

fusion-plating/fusion_plating_invoicing/views/fp_invoicing_menu.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Plating product family.
+-->
+<odoo>
+
+    <!-- ===== Window actions (BEFORE menus) ===== -->
+    <record id="action_fp_account_holds" model="ir.actions.act_window">
+        <field name="name">Account Holds</field>
+        <field name="res_model">res.partner</field>
+        <field name="view_mode">list,form</field>
+        <field name="domain">[('x_fc_account_hold', '=', True)]</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No customers on account hold
+            </p>
+        </field>
+    </record>
+
+    <!-- ===== Menu items under Configuration ===== -->
+    <menuitem id="menu_fp_invoice_strategy"
+              name="Invoice Strategy Defaults"
+              parent="fusion_plating.menu_fp_config"
+              action="action_fp_invoice_strategy_default"
+              sequence="60"
+              groups="group_fp_accounting"/>
+
+    <menuitem id="menu_fp_account_holds"
+              name="Account Holds"
+              parent="fusion_plating.menu_fp_config"
+              action="action_fp_account_holds"
+              sequence="70"
+              groups="group_fp_accounting"/>
+
+</odoo>

fusion-plating/fusion_plating_invoicing/views/res_partner_views.xml

@@ -0,0 +1,47 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Plating product family.
+-->
+<odoo>
+
+    <record id="view_partner_form_account_hold" model="ir.ui.view">
+        <field name="name">res.partner.form.fp.account.hold</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//sheet" position="before">
+                <div class="alert alert-danger mb-0" role="alert"
+                     invisible="not x_fc_account_hold">
+                    <strong>Account Hold Active</strong> —
+                    <field name="x_fc_account_hold_reason" readonly="1" nolabel="1"/>
+                    <br/>
+                    <small>
+                        Placed by <field name="x_fc_account_hold_by_id" readonly="1" nolabel="1"/>
+                        on <field name="x_fc_account_hold_date" readonly="1" nolabel="1"/>
+                    </small>
+                </div>
+            </xpath>
+            <xpath expr="//notebook" position="inside">
+                <page string="Account Hold" name="account_hold_tab"
+                      groups="fusion_plating_invoicing.group_fp_accounting">
+                    <group>
+                        <group>
+                            <field name="x_fc_account_hold"/>
+                            <field name="x_fc_account_hold_reason"
+                                   invisible="not x_fc_account_hold"/>
+                        </group>
+                        <group>
+                            <field name="x_fc_account_hold_date"
+                                   invisible="not x_fc_account_hold"/>
+                            <field name="x_fc_account_hold_by_id"
+                                   invisible="not x_fc_account_hold"/>
+                        </group>
+                    </group>
+                </page>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

fusion-plating/fusion_plating_invoicing/views/sale_order_views.xml

@@ -0,0 +1,25 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Plating product family.
+-->
+<odoo>
+
+    <!-- ===== Account hold warning banner on SO form ===== -->
+    <record id="view_sale_order_form_hold_banner" model="ir.ui.view">
+        <field name="name">sale.order.form.fp.hold.banner</field>
+        <field name="model">sale.order</field>
+        <field name="inherit_id" ref="sale.view_order_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//form/header" position="before">
+                <div class="alert alert-danger" role="alert"
+                     invisible="not partner_id or not partner_id.x_fc_account_hold">
+                    <strong>Account Hold</strong> — This customer is on account hold.
+                    SO confirmation, invoicing, and shipping are blocked for non-managers.
+                </div>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>