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[ADD] construction_progress_management: add new construction submodule
This commit improves the Construction industry by creating a new submodule adding several new features related to Progress Management: - A progress view for projects to centralize the Sales Order Lines from all Sales Orders linked to a project, and manage their delivery progress using Increments which can be used to update the delivery progress. - A 'Progress' button in the project top bar to access that view. task-5172327
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‎.weblate.json‎

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"filemask": "construction/i18n/*.po",
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"new_base": "construction/i18n/construction.pot"
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},
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{
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"name": "construction_progress_management",
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"filemask": "construction_progress_management/i18n/*.po",
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"new_base": "construction_progress_management/i18n/construction_progress_management.pot"
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},
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{
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"name": "corporate_gifts",
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"filemask": "corporate_gifts/i18n/*.po",

‎construction/data/knowledge_article.xml‎

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<a href="https://www.odoo.com/documentation/latest/applications/services/timesheets.html" class="btn btn-outline-primary btn-sm">🎓 Timesheets</a>
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</p>
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<h2><br /></h2>
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<h2>Invoice at the right time 📈</h2>
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<h2>📈 Invoice the right amount at the right time</h2>
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<p>
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As the first invoicing step, create a down payment from the sales order. This will generate the first invoice in the
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<strong><font class="text-o-color-1">Invoicing</font></strong> app. Then, schedule one or several "Invoicing Schedule" activities on the sales order with the aim to never forget to send an intermediary invoice in order to sustain
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your cash flow.
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The <strong><font class="text-o-color-1">Invoicing App</font></strong> ensures timely billing, automate recurring invoices, and integrate with project milestones.
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</p>
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<p>
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<a href="https://www.odoo.com/documentation/latest/applications/productivity/discuss/overview/plan_activities.html?highlight=activities" class="btn btn-outline-primary btn-sm">🎓 Activities</a>
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</p>
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<p>
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Before generating an intermediary invoice in the
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<strong><font class="text-o-color-1">Invoicing</font></strong> app, freeze the project status in the <strong><font class="text-o-color-1">Project</font></strong> app to get an overview on the progress in terms of:
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<strong>How to use it:</strong>
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</p>
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<ul>
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<li>
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Time spent on the project.
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</li>
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<li>
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Materials purchased.
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</li>
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<li>
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Materials sold.
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</li>
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<li><strong>Invoice from Quotation</strong>: Convert approved quotes into invoices.</li>
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<li><strong>Billing</strong>: Invoice based on work completion or project milestones.</li>
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<li><strong>Payment Tracking</strong>: Monitor outstanding client payments.</li>
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</ul>
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<div class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3" data-oe-role="status" role="status">
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<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success" aria-label="Banner Success">✅</i>
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<div class="o_editor_banner_content o-contenteditable-true w-100 px-3" contenteditable="true">
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<p>Schedule one or several "Invoicing Schedule" activities on the sales order with the aim to never forget to send an intermediary invoice in order to sustain your cash flow.</p>
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</div>
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</div>
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<div class="o_editor_banner user-select-none lh-1 d-flex align-items-center alert alert-info pb-0 pt-3 o-contenteditable-false" data-oe-role="status" role="status">
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<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info" aria-label="Banner Info">💡</i>
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<div class="w-100 px-3 o_editor_banner_content o-contenteditable-true" contenteditable="true">
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<p>Before generating an intermediary invoice, capture a project update from its dashboard.</p>
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</div>
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</div>
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<p>
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All these components will give you an accurate overview on the project profitability.
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<a href="https://www.odoo.com/documentation/latest/applications/finance/accounting/customer_invoices.html" class="btn btn-outline-primary btn-sm">🎓 Invoicing</a>
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</p>
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<h3><span class="h3-fs">Manual delivery progress management </span>🏁</h3>
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<p>
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Thanks to the invoicing policy set on delivered quantities, the generated invoice is always the reflect of the reality on the field and it is fair for the customer.
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Typically, work items products are priced in a scale-able fashion and billed based on delivered quantity.
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Those are defined as service products with invoicing based on manual delivery.
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</p>
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<ul>
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<li>From the project, expose all related aspects you want to have at fingertips with the slider icon (🎚️).</li>
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<li>Open the Progress view. It captures all sale order lines associated to this project.</li>
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<li>For each line, adjust the increment fields to capture delivered work since last invoice.</li>
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<li>
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Once at the periodic billing moment, select those lines and trigger the delivery update.
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This will update sale order to capture those increments and create a draft invoice.
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</li>
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</ul>
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<div class="o_editor_banner user-select-none lh-1 d-flex align-items-center alert alert-info pb-0 pt-3 o-contenteditable-false" data-oe-role="status" role="status">
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<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info" aria-label="Banner Info">💡</i>
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<div class="w-100 px-3 o_editor_banner_content o-contenteditable-true" contenteditable="true">
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<p>Pro tip: Set progress increment directly on a section to go faster!</p>
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</div>
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</div>
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<div class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3" data-oe-role="status" role="status">
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<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success" aria-label="Banner Success">✅</i>
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<div class="o_editor_banner_content o-contenteditable-true w-100 px-3" contenteditable="true">
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<p>This manual progress view is as well available from the sale order, in the Progress tab!</p>
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</div>
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</div>
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<h3><span class="h3-fs">Time sheet based progress management </span>⏲️</h3>
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<p>
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<a href="https://www.odoo.com/documentation/latest/applications/finance/accounting/customer_invoices.html" class="btn btn-outline-primary btn-sm">🎓 Invoicing</a>
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Some other work items will be invoiced given the amount of time spent.
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The time sheet do not only help you to keep track of your costs, they as well are the lever to charge your customers.
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Those are defined as service products with invoicing based on time sheets.
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</p>
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<div class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3" data-oe-role="status" role="status">
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<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success" aria-label="Banner Success">✅</i>
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<div class="o_editor_banner_content o-contenteditable-true w-100 px-3" contenteditable="true">
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<p>As soon as time sheets associated to sale order lines are approved, the recorded time is used as delivery metric!</p>
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</div>
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</div>
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<h2><br /></h2>
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<h2><span class="h2-fs">Make your customers happy </span>🆘</h2>
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<p>

‎construction/static/description/index.html‎

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focusing on accurate quoting, efficient planning, seamless execution, and excellent customer service.
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The setup integrates all necessary modules (Project, Inventory, Sales, Purchase, ...) to streamline your operations,
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with the possibility to expand into advanced functionalities using additional applications.
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<h3>Customizations</h3>
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<ul>
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<li><strong>Progress management</strong> – Easily handle sale orders and project progress in a dedicated view</li>
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</ul>
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</p>

‎construction_progress_management/__init__.py‎

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‎construction_progress_management/__manifest__.py‎

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{
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'name': 'Construction Progress Management',
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'version': '1.0',
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'category': 'Hidden/Tools',
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'depends': [
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'base_industry_data',
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'construction',
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'web_studio',
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],
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'data': [
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'data/ir_model_fields.xml',
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'data/ir_actions_act_window.xml',
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'data/ir_embedded_actions.xml',
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'data/ir_actions_server.xml',
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'data/base_automation.xml',
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'data/ir_ui_view.xml',
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'data/project_project.xml',
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],
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'demo': [
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'demo/project_project.xml',
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],
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'license': 'OPL-1',
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'author': 'Odoo S.A.',
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"cloc_exclude": [
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],
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}

‎construction_progress_management/data/base_automation.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo>
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<record id="automation_update_progress_increment_on_change" model="base.automation">
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<field name="name">Construction - Update Sale Order Line Progress Increment</field>
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="action_server_ids" eval="[(6, 0, [ref('construction_progress_management.action_sol_update_progress_increment_on_change')])]"/>
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<field name="trigger">on_change</field>
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<field name="on_change_field_ids" eval="[(6, 0, [ref('construction_progress_management.field_sale_order_line_quantity_increment')])]"/>
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</record>
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<record id="automation_update_quantity_increment_on_change" model="base.automation">
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<field name="name">Construction - Update Sale Order Line Progress Increment</field>
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="action_server_ids" eval="[(6, 0, [ref('construction_progress_management.action_sol_update_quantity_increment_on_change')])]"/>
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<field name="trigger">on_create_or_write</field>
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<field name="on_change_field_ids" eval="[(6, 0, [ref('construction_progress_management.field_sale_order_line_progress_increment')])]"/>
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</record>
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<record id="automation_initialize_sales_order_line_sequence_on_sales_order_create" model="base.automation">
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="action_server_ids" eval="[(6, 0, [ref('action_initialize_sales_order_line_sequence_on_sales_order_create')])]"/>
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<field name="trigger">on_create</field>
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<field name="name">Construction - Initialize Sales Order Line Sequence on Sales Order create</field>
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</record>
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</odoo>

‎construction_progress_management/data/ir_actions_act_window.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo>
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<record id="action_progress_view" model="ir.actions.act_window">
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<field name="name">Progress</field>
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<field name="res_model">sale.order.line</field>
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<field name="view_mode">list</field>
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<field name="domain">[('order_id.project_id','=', active_id)]</field>
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<field name="context">{'default_project_id': active_id}</field>
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</record>
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</odoo>

‎construction_progress_management/data/ir_actions_server.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo>
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<record id="action_sol_update_progress_increment_on_change" model="ir.actions.server">
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<field name="code"><![CDATA[
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record['x_progress_increment'] = record.x_quantity_increment / record.product_uom_qty if record.product_uom_qty > 0 else False
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]]></field>
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="state">code</field>
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<field name="name">Construction - Update Progress Increment on Quantity Increment change</field>
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</record>
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<record id="action_sol_update_quantity_increment_on_change" model="ir.actions.server">
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<field name="code"><![CDATA[
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record['x_quantity_increment'] = record.x_progress_increment * record.product_uom_qty
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]]></field>
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="state">code</field>
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<field name="name">Construction - Update Quantity Increment on Progress Increment change</field>
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</record>
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<record id="action_sol_update_section_progress" model="ir.actions.server">
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<field name="code"><![CDATA[
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lines = record.order_id.order_line.sorted(key=lambda sol: sol.sequence)
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i = [sol.sequence for sol in lines].index(record.sequence) + 1
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while (i < len(lines) and
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((record.display_type == 'line_section' and lines[i].display_type != 'line_section')
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or (record.display_type == 'line_subsection' and (lines[i].display_type not in ['line_subsection', 'line_section'])))):
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if lines[i].is_service and lines[i].x_service_policy == 'delivered_manual':
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new_inc = lines[i].product_uom_qty * (record.x_progress_increment if record.x_progress_increment + lines[i].x_current_progress < 100 else 100 - lines[i].x_current_progress)
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lines[i]['x_quantity_increment'], lines[i]['x_progress_increment'] = new_inc, new_inc / lines[i].product_uom_qty if lines[i].product_uom_qty > 0 else False
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i += 1
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record['x_progress_increment'] = 0
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]]></field>
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="state">code</field>
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<field name="name">Construction - Update Quantity Increment on section button click</field>
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</record>
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<record id="action_sol_update_qty_delivered" model="ir.actions.server">
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<field name="code"><![CDATA[
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for sol in records:
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sol['qty_delivered'], sol['x_quantity_increment'], sol['x_progress_increment'] = sol.qty_delivered + sol.x_quantity_increment, 0, 0
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action = {'type': 'ir.actions.client', 'tag': 'display_notification', 'params': {'message': "Delivered quantities updated.", 'type': 'success', 'next': {'type': 'ir.actions.client', 'tag': 'soft_reload'}}}
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]]></field>
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="state">code</field>
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<field name="name">Construction - Update Quantity Delivered</field>
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</record>
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<record id="action_initialize_sales_order_line_sequence_on_sales_order_create" model="ir.actions.server">
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="update_path">sequence</field>
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<field name="state">object_write</field>
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<field name="crud_model_id" ref="sale.model_sale_order"/>
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<field name="evaluation_type">equation</field>
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<field name="name">Construction - Initialize Sales Order Line Sequence on Sales Order create</field>
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<field name="update_field_id" ref="sale.field_sale_order_line__sequence"/>
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<field name="usage">base_automation</field>
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<field name="value"><![CDATA[list(record.order_id.order_line._ids).index(record.id)]]></field>
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</record>
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</odoo>

‎construction_progress_management/data/ir_embedded_actions.xml‎

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<?xml version="1.0" encoding="utf-8"?>
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<odoo noupdate="1">
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<record id="construction_embedded_action_sales_order_lines" model="ir.embedded.actions">
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<field name="parent_res_model">project.project</field>
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<field name="name">Progress</field>
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<field name="sequence">55</field>
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<field name="parent_action_id" ref="project.act_project_project_2_project_task_all"/>
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<field name="action_id" eval="ref('construction_progress_management.action_progress_view')"/>
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</record>
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<record id="construction_embedded_action_sales_order_lines_dashboard" model="ir.embedded.actions">
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<field name="parent_res_model">project.project</field>
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<field name="name">Progress</field>
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<field name="sequence">55</field>
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<field name="parent_action_id" ref="project.project_update_all_action"/>
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<field name="action_id" eval="ref('construction_progress_management.action_progress_view')"/>
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</record>
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</odoo>

‎construction_progress_management/data/ir_model_fields.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo>
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<record id="field_sale_order_line_delivered_progress" model="ir.model.fields">
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<field name="ttype">float</field>
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<field name="field_description">Delivered Progress</field>
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="name">x_delivered_progress</field>
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<field name="depends">qty_delivered,product_uom_qty</field>
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<field name="compute"><![CDATA[
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for sol in self: sol['x_delivered_progress'] = False if not sol.product_uom_qty else 100 * (sol.qty_delivered / sol.product_uom_qty)
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]]></field>
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</record>
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<record id="field_sale_order_line_quantity_increment" model="ir.model.fields">
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<field name="ttype">float</field>
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<field name="field_description">Quantity Increment</field>
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="name">x_quantity_increment</field>
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</record>
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<record id="field_sale_order_line_progress_increment" model="ir.model.fields">
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<field name="ttype">float</field>
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<field name="field_description">Progress Increment</field>
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="name">x_progress_increment</field>
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</record>
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<record id="field_sale_order_line_current_progress" model="ir.model.fields">
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<field name="ttype">float</field>
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<field name="field_description">Current Progress</field>
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="name">x_current_progress</field>
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<field name="depends">x_delivered_progress,x_progress_increment</field>
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<field name="compute"><![CDATA[
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for sol in self: sol['x_current_progress'] = sol.x_delivered_progress + 100 * sol.x_progress_increment
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]]></field>
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</record>
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<record id="field_sale_order_line_service_policy" model="ir.model.fields">
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<field name="name">x_service_policy</field>
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<field name="field_description">Product Service Policy</field>
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<field name="ttype">selection</field>
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<field name="related">product_id.service_policy</field>
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<field name="model_id" ref="sale.model_sale_order_line"/>
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<field name="store" eval="False"/>
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</record>
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</odoo>

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