[17.0][ADD] sale_project_reimbursement_cost: New module to display provisions and reimbur…

sale_project_reimbursement_cost/README.rst

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+===============================
+Sale project reimbursement cost
+===============================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! 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%2Fproject-lightgray.png?logo=github
+    :target: https://github.com/OCA/project/tree/17.0/sale_project_reimbursement_cost
+    :alt: OCA/project
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/project-17-0/project-17-0-sale_project_reimbursement_cost
+    :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/project&target_branch=17.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows the display of provisions and reimbursement costs in
+the ``Project Updates`` dashboard.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Use Cases / Context
+===================
+
+In businesses, especially those in services or consulting, where
+expenses may be incurred on behalf of a client but later need to be
+reimbursed by the client, Odoo’s functionality for
+``Re-Invoice Expenses`` products (without using the hr_expenses module)
+lacks visibility of this information in the project dashboard.
+
+With this module, two sections are added to the project dashboard:
+
+-  **Provisions**: Values invoiced to the client in advance to cover any
+   necessary expenses. This section displays the analytic entries
+   generated from customer invoices for specific products.
+-  **Reimbursements cost:** Values generated from vendor bills that need
+   to be charged to the client. Using Odoo’s functionality, these are
+   the sales order lines automatically created from a vendor bill when
+   the product is configured as ``Re-Invoice Expenses``.
+
+Configuration
+=============
+
+**To automatically create a project from a sale order:**
+
+-  Go to ``Sales > Products > Products``.
+-  Create a new product with the following options:
+
+   -  Product Type: Service
+   -  Invoicing Policy: ``Prepaid/Fixed Price``.
+   -  Create on Order: Set an option other than ``Nothing``.
+
+**For Provisions:**
+
+-  Go to ``Sales > Products > Products``.
+-  Create a new product of type Service.
+
+**For Reimbursement:**
+
+-  Go to ``Sales > Products > Products``.
+-  Create a new product with the following options:
+
+   -  ``Product Type``: Service
+   -  Invoicing Policy: ``Based on Delivered Quantity (Manual)``.
+   -  ``Re-Invoice Expenses``: At cost or Sales price
+   -  Fill in the ``Provision Product`` field created in the previous
+      step.
+
+Usage
+=====
+
+**To generate a new project from a sale order**:
+
+-  Go to ``Sales > Orders > Quotations``.
+-  Create a new sales order and select the first product configured.
+-  Add a second line with the second configured product for
+   ``Provisions``.
+-  Confirm the sales order.
+-  Generated the invoice
+
+**To generate reimbursement costs**:
+
+-  Go to ``Invoicing > Vendors > Bills``.
+-  Create a new bill and select the third product configured for
+   ``Reimbursement``.
+-  In the invoice line, set the analytic distribution with the analytic
+   account for the project.
+-  Confirm the bill, and a new line will be added to the sale order with
+   the reimbursement cost.
+-  While the provision has a remaining amount, a new line will be added
+   to the sale order with the product for Provisions, but with a
+   negative quantity.
+
+**Project status dashboard**:
+
+-  Go to ``Project > Projects``.
+-  Search for the respective project.
+-  In the Kanban view, click the top-right icon to display project
+   settings, then click ``Reporting / Project Updates``.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/project/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/project/issues/new?body=module:%20sale_project_reimbursement_cost%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
+-------
+
+* Tecnativa
+
+Contributors
+------------
+
+-  `Tecnativa <https://www.tecnativa.com>`__:
+
+   -  Pedro M. Baeza
+   -  Carlos López
+
+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.
+
+This module is part of the `OCA/project <https://github.com/OCA/project/tree/17.0/sale_project_reimbursement_cost>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_project_reimbursement_cost/__init__.py

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+from . import models

sale_project_reimbursement_cost/__manifest__.py

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+# Copyright 2024 Tecnativa - Carlos López
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+{
+    "name": "Sale project reimbursement cost",
+    "version": "17.0.1.0.0",
+    "summary": """Display provisions and reimbursement costs
+        in the Project Updates dashboard.""",
+    "author": "Tecnativa,Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/project",
+    "category": "Sales",
+    "depends": [
+        "sale_project",
+    ],
+    "data": ["views/product_template_views.xml", "views/sale_order_line_views.xml"],
+    "demo": ["demo/product_demo.xml"],
+    "assets": {
+        "web.assets_backend": [
+            "sale_project_reimbursement_cost/static/src/components/project_right_side_panel/**/*",
+        ],
+    },
+    "installable": True,
+    "license": "AGPL-3",
+}

sale_project_reimbursement_cost/demo/product_demo.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 Tecnativa - Pedro M. Baeza
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). -->
+<odoo>
+    <record id="product_provision" model="product.product">
+        <field name="name">Provision</field>
+        <field name="type">service</field>
+        <field name="uom_id" ref="uom.product_uom_unit" />
+        <field name="uom_po_id" ref="uom.product_uom_unit" />
+    </record>
+    <record id="product_service_task" model="product.product">
+        <field name="name">Service task</field>
+        <field name="type">service</field>
+        <field name="uom_id" ref="uom.product_uom_hour" />
+        <field name="uom_po_id" ref="uom.product_uom_hour" />
+        <field name="service_tracking">task_in_project</field>
+        <field name="service_policy">ordered_prepaid</field>
+    </record>
+    <record id="product_reimbursement" model="product.product">
+        <field name="name">Reimbursement</field>
+        <field name="type">service</field>
+        <field name="uom_id" ref="uom.product_uom_unit" />
+        <field name="uom_po_id" ref="uom.product_uom_unit" />
+        <field name="service_policy">delivered_manual</field>
+        <field name="expense_policy">cost</field>
+        <field name="provision_product_id" ref="product_provision" />
+    </record>
+</odoo>

sale_project_reimbursement_cost/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* sale_project_reimbursement_cost
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 17.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-12-10 11:48+0000\n"
+"PO-Revision-Date: 2024-12-10 06:51-0500\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"Language: es\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: \n"
+"X-Generator: Poedit 3.0.1\n"
+
+#. module: sale_project_reimbursement_cost
+#. odoo-javascript
+#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0
+#, python-format
+msgid "Amount"
+msgstr "Importe"
+
+#. module: sale_project_reimbursement_cost
+#. odoo-javascript
+#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0
+#, python-format
+msgid "Date"
+msgstr "Fecha"
+
+#. module: sale_project_reimbursement_cost
+#: model:ir.model,name:sale_project_reimbursement_cost.model_product_template
+msgid "Product"
+msgstr "Producto"
+
+#. module: sale_project_reimbursement_cost
+#: model:ir.model,name:sale_project_reimbursement_cost.model_project_project
+msgid "Project"
+msgstr "Proyecto"
+
+#. module: sale_project_reimbursement_cost
+#. odoo-javascript
+#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0
+#: model:product.template,name:sale_project_reimbursement_cost.product_provision_product_template
+#, python-format
+msgid "Provision"
+msgstr "Provisión"
+
+#. module: sale_project_reimbursement_cost
+#: model:ir.model.fields,field_description:sale_project_reimbursement_cost.field_product_product__provision_product_id
+#: model:ir.model.fields,field_description:sale_project_reimbursement_cost.field_product_template__provision_product_id
+msgid "Provision Product"
+msgstr "Producto para provisión"
+
+#. module: sale_project_reimbursement_cost
+#. odoo-javascript
+#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0
+#, python-format
+msgid "Provisions"
+msgstr "Provisiones"
+
+#. module: sale_project_reimbursement_cost
+#: model:product.template,name:sale_project_reimbursement_cost.product_reimbursement_product_template
+msgid "Reimbursement"
+msgstr "Reembolso"
+
+#. module: sale_project_reimbursement_cost
+#: model:ir.actions.act_window,name:sale_project_reimbursement_cost.sol_reimbursement_cost_action
+msgid "Reimbursement cost"
+msgstr "Reembolso de gastos"
+
+#. module: sale_project_reimbursement_cost
+#: model:product.template,name:sale_project_reimbursement_cost.product_service_task_product_template
+msgid "Service task"
+msgstr "Tarea de servicio"
+
+#. module: sale_project_reimbursement_cost
+#. odoo-javascript
+#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0
+#, python-format
+msgid "Total"
+msgstr "Total"

sale_project_reimbursement_cost/i18n/sale_project_reimbursement_cost.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* sale_project_reimbursement_cost
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 17.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-12-10 11:48+0000\n"
+"PO-Revision-Date: 2024-12-10 11:48+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: sale_project_reimbursement_cost
+#. odoo-javascript
+#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0
+#, python-format
+msgid "Amount"
+msgstr ""
+
+#. module: sale_project_reimbursement_cost
+#. odoo-javascript
+#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0
+#, python-format
+msgid "Date"
+msgstr ""
+
+#. module: sale_project_reimbursement_cost
+#: model:ir.model,name:sale_project_reimbursement_cost.model_product_template
+msgid "Product"
+msgstr ""
+
+#. module: sale_project_reimbursement_cost
+#: model:ir.model,name:sale_project_reimbursement_cost.model_project_project
+msgid "Project"
+msgstr ""
+
+#. module: sale_project_reimbursement_cost
+#. odoo-javascript
+#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0
+#: model:product.template,name:sale_project_reimbursement_cost.product_provision_product_template
+#, python-format
+msgid "Provision"
+msgstr ""
+
+#. module: sale_project_reimbursement_cost
+#: model:ir.model.fields,field_description:sale_project_reimbursement_cost.field_product_product__provision_product_id
+#: model:ir.model.fields,field_description:sale_project_reimbursement_cost.field_product_template__provision_product_id
+msgid "Provision Product"
+msgstr ""
+
+#. module: sale_project_reimbursement_cost
+#. odoo-javascript
+#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0
+#, python-format
+msgid "Provisions"
+msgstr ""
+
+#. module: sale_project_reimbursement_cost
+#: model:product.template,name:sale_project_reimbursement_cost.product_reimbursement_product_template
+msgid "Reimbursement"
+msgstr ""
+
+#. module: sale_project_reimbursement_cost
+#: model:ir.actions.act_window,name:sale_project_reimbursement_cost.sol_reimbursement_cost_action
+msgid "Reimbursement cost"
+msgstr ""
+
+#. module: sale_project_reimbursement_cost
+#: model:product.template,name:sale_project_reimbursement_cost.product_service_task_product_template
+msgid "Service task"
+msgstr ""
+
+#. module: sale_project_reimbursement_cost
+#. odoo-javascript
+#: code:addons/sale_project_reimbursement_cost/static/src/components/project_right_side_panel/project_right_side_panel.xml:0
+#, python-format
+msgid "Total"
+msgstr ""

sale_project_reimbursement_cost/models/__init__.py

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+from . import product_template
+from . import project_project
+from . import account_move_line