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[IMP] excise_management: weekly excise report automation #1271

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[IMP] excise_management: weekly excise report automation and configur…
amas-odoo Oct 28, 2025
8dc8de9
[IMP] excise_management: Editable fields, expose new button, add demo…
amas-odoo Oct 30, 2025
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4 changes: 1 addition & 3 deletions beverage_distributor/__manifest__.py
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Original file line number Diff line number Diff line change
Expand Up @@ -54,6 +54,7 @@
'demo/crm_lead.xml',
'demo/product_template.xml',
'demo/product_supplierinfo.xml',
'demo/stock_quant.xml',
'demo/sale_order.xml',
'demo/sale_order_line.xml',
'demo/sale_order_confirm.xml',
Expand All @@ -63,9 +64,6 @@
'demo/purchase_order.xml',
'demo/purchase_order_line.xml',
'demo/purchase_order_confirm.xml',
'demo/validate_deliveries.xml',
'demo/validate_receipts.xml',
'demo/stock_quant.xml',
'demo/mail_activity.xml',
'demo/delivery_carrier.xml',
'demo/payment_provider_demo_post.xml',
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124 changes: 66 additions & 58 deletions beverage_distributor/data/knowledge_article.xml
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Original file line number Diff line number Diff line change
Expand Up @@ -46,64 +46,72 @@
</li>
<li>You can also collect deposit directly on your Point of Sale. Select the correct product and encode a negative quantity.</li>
</ul><p><br/></p>
<h3>Excise Management 🧾</h3>
<p>In case you import or purchase products for which excises need to be recorded, you can handle it with this package.</p>
<p>Excise management consists in two dimensions in this package:</p>
<ul>
<li>The maintenance of excise categories and the assignation of excises to products</li>
<li>The reporting of received and delivered excise concerned products, a legal implication for any fiscal deposit</li>
</ul>
<div class="o_editor_banner lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3 o-contenteditable-false" data-oe-protected="true" data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Warning" aria-label="Banner Warning">⚠️</i>
<div class="w-100 px-3 o_editor_banner_content o-contenteditable-true" data-oe-protected="false" contenteditable="true">
<p>When installing this module, all Fiscal Positions are set as Fiscal Deposit.<br/>Adjust the Fiscal Positions which are not to consider the Excise Taxes in your orders.</p>
</div>
</div>
<p><strong>Excise categories maintenance</strong></p>
<p>From the <strong>Inventory app</strong>, open the Excise categories from the menu Configuration / Excise Categories. <br/>Here you can define new and maintain existing excise categories.</p>
<p>Imagine you create a new category of products which need excise management...</p>
<ul>
<li>Create a new excise category defining its name, description and reporting unit following the legislation which applies.</li>
</ul>
<p>Then create your product: </p>
<ul>
<li>Define the required product fields. </li>
<li>Assign the relevant excise category, input the Excise Amount and the Excise Quantity in the reporting unit and then save your product.</li>
</ul>
<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" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info" aria-label="Banner Info">💡</i>
<div class="w-100 px-3 o_editor_banner_content o-contenteditable-true" contenteditable="true">
<p>When you sell this product, the excise is accounted separately in a tax and summarised at the end of your sale orders, allowing you to offer clear discounts on your product irrespectively of the excise.</p>
</div>
</div>
<p><strong>Excise reporting</strong></p>
<p>On a regular basis, excises need to be declared. To support you with this duty, a report is setup to reach the quantity by excise category entering and exiting your fiscal deposit warehouse.</p>
<ul>
<li>
<p>Open the <strong>Inventory app</strong> and reach from the Reporting menu the Excises.</p>
<ul>
<li>Entry from FD corresponds to products entering you fiscal deposit warehouse from the fiscal deposit of a supplier. To define such suppliers, adapt their fiscal position to handle excise tax.</li>
<li>Exit to FD refers to products exiting your fiscal deposit warehouse to the fiscal deposit of a customer. To define such customers, adapt their fiscal position to handle excise tax.</li>
<li>Exit means that products exited your fiscal deposit, to another warehouse of your or through a delivery to a customer without fiscal deposit warehouse.</li>
<li>Entry is here in case you purchase products or are returned products not from a fiscal deposit warehouse. In such case, you ask for excise credits with your excise declaration.</li>
<li>Transfer is here to handle the transfers between multiple fiscal deposit warehouses of yours.</li>
</ul>
</li>
</ul>
<div class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3" data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Warning" aria-label="Banner Warning">⚠️</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3" contenteditable="true">
<p>Receipts and Deliveries from and to Partners having no Fiscal Position defined are handled with the product taxes.</p>
</div>
</div>
<p>Remember that only stock moves to or from your fiscal deposit warehouses are reported here.<br/>This is normal not to see any move related to a sale from a front store warehouse since it is not a fiscal deposit for example.</p>
<p>You now have the keys to easily report those to the relevant authorities!</p>
<div class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-info pb-0 pt-3" data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info" aria-label="Banner Info">💡</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3" contenteditable="true">
<p>The default breakdown is done by week and you can configure it to be by month if needed.</p>
</div>
</div>
<h3>Excise Management 🧾</h3>
<p>In case you import or purchase products for which excises need to be recorded, you can handle it with this package.</p>
<p>Excise management consists in two dimensions in this package:</p>
<ul>
<li>The maintenance of excise categories and the assignation of excises to products</li>
<li>The reporting of received and delivered excise concerned products, a legal implication for any fiscal deposit</li>
</ul>
<div class="o_editor_banner lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3 o-contenteditable-false" data-oe-protected="true" data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Warning" aria-label="Banner Warning">⚠️</i>
<div class="w-100 px-3 o_editor_banner_content o-contenteditable-true" data-oe-protected="false" contenteditable="true">
<p>When installing this module, all Fiscal Positions are set as Fiscal Deposit.<br/>Adjust the Fiscal Positions which are not to consider the Excise Taxes in your orders.</p>
</div>
</div>
<p><strong>Excise categories maintenance</strong></p>
<p>From the <strong>Inventory app</strong>, open the Excise categories from the menu Configuration / Excise Categories. <br/>Here you can define new and maintain existing excise categories.</p>
<p>Imagine you create a new category of products which need excise management...</p>
<ul>
<li>Create a new excise category defining its name, description and reporting unit following the legislation which applies.</li>
</ul>
<p>Then create your product: </p>
<ul>
<li>Define the required product fields. </li>
<li>Assign the relevant excise category, input the Excise Amount and the Excise Quantity in the reporting unit and then save your product.</li>
</ul>
<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" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info" aria-label="Banner Info">💡</i>
<div class="w-100 px-3 o_editor_banner_content o-contenteditable-true" contenteditable="true">
<p>When you sell this product, the excise is accounted separately in a tax and summarised at the end of your sale orders, allowing you to offer clear discounts on your product irrespectively of the excise.</p>
</div>
</div>
<p><strong>Excise reports</strong></p>
<p>On a regular basis, excises need to be declared. To support you with this duty, a report generated weekly provides the quantity by excise category entering and exiting your fiscal deposit warehouse with a dedicated activity for it.</p>
<div class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-info pb-0 pt-3" data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info" aria-label="Banner Info">💡</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3" contenteditable="true">
<p>The assignee of the excise reporting activities can be set from the Inventory settings.</p>
</div>
</div>
<ul>
<li>
<p>Open the <strong>Inventory app</strong> and reach the Excise Reports from the Reporting menu.</p>
<ul>
<li>Entry from FD corresponds to products entering you fiscal deposit warehouse from the fiscal deposit of a supplier. To define such suppliers, adapt their fiscal position to handle excise tax.</li>
<li>Exit to FD refers to products exiting your fiscal deposit warehouse to the fiscal deposit of a customer. To define such customers, adapt their fiscal position to handle excise tax.</li>
<li>Exit means that products exited your fiscal deposit, to another warehouse of your or through a delivery to a customer without fiscal deposit warehouse.</li>
<li>Entry is here in case you purchase products or are returned products not from a fiscal deposit warehouse. In such case, you ask for excise credits with your excise declaration.</li>
<li>Transfer is here to handle the transfers between multiple fiscal deposit warehouses of yours.</li>
</ul>
</li>
</ul>
<div class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3" data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Warning" aria-label="Banner Warning">⚠️</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3" contenteditable="true">
<p>Receipts and Deliveries from and to Partners having no Fiscal Position defined are handled with the product taxes.</p>
</div>
</div>
<p>Remember that only stock moves to or from your fiscal deposit warehouses are reported here.</p>
<p>This is normal not to see any move related to a sale from a front store warehouse since it is not a fiscal deposit for example</p>
<p><strong>Excise reporting</strong></p>
<p>On top of the legal reporting, you needs as well to know at all time the quantity of excise submitted products in your fiscal deposit warehouses.</p>
<ul>
<li><p>Open the <strong>Inventory app</strong> and reach the Excise Reports from the Reporting menu.</p></li>
<li><p>Rows come with the same move types detailed as the Excise Reports.</p></li>
<li><p>The Total row allows you to capture your currently in fiscal deposit warehouse product quantity!</p></li>
</ul>
<p>You now have the keys to easily report those to the relevant authorities!</p>
<h3>Sales Management 🍾</h3><p>Use the Sales app to:</p><ul>
<li>Manage your product catalog</li>
<li>Create and track sales orders</li>
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8 changes: 8 additions & 0 deletions beverage_distributor/demo/mail_activity.xml
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Expand Up @@ -18,4 +18,12 @@
<field name="res_id" ref="crm_lead_6"/>
<field name="activity_type_id" ref="mail.mail_activity_data_todo"/>
</record>
<record id="mail_activity_4" model="mail.activity">
<field name="res_model_id" ref="excise_management.excise_report"/>
<field name="res_id" ref="excise_report_1"/>
<field name="summary" model="mail.activity" eval="'Excise Report ' + obj().env.ref('beverage_distributor.excise_report_1').x_name"/>
<field name="date_deadline" eval="(datetime.today() + timedelta(weeks=1))"/>
<field name="user_id" ref="base.user_admin"/>
<field name="activity_type_id" ref="mail.mail_activity_data_todo"/>
</record>
</odoo>
16 changes: 14 additions & 2 deletions beverage_distributor/demo/purchase_order_confirm.xml
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Expand Up @@ -14,11 +14,23 @@
).picking_ids.ids"/>
<value model="stock.location" eval="{'location_dest_id': obj().search([('display_name', '=', 'FD/Stock')]).id}"/>
</function>

<function name="button_validate" model="stock.picking">
<function name="button_validate" model="stock.picking" context="{'skip_sms': True}">
<value model="stock.picking" eval="(
obj().env.ref('beverage_distributor.purchase_order_4') +
obj().env.ref('beverage_distributor.purchase_order_5') +
obj().env.ref('beverage_distributor.purchase_order_6') +
obj().env.ref('beverage_distributor.purchase_order_7')
).picking_ids.ids"/>
</function>
<function name="write" model="stock.picking">
<value model="stock.picking" eval="(
obj().env.ref('beverage_distributor.purchase_order_4')
).picking_ids.ids"/>
<value eval="{'scheduled_date': (datetime.today().date() + relativedelta(weeks=-1)), 'date_done': (datetime.today().date() + relativedelta(weeks=-1))}" />
</function>
<record id="excise_report_1" model="x_excise_report">
<field name="x_user_id" ref="base.user_admin"/>
<field name="x_from_date" eval="(datetime.today() - timedelta(weeks=1))"/>
<field name="x_to_date" eval="(datetime.today())"/>
</record>
</odoo>
28 changes: 26 additions & 2 deletions beverage_distributor/demo/sale_order_confirm.xml
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Expand Up @@ -14,15 +14,39 @@
]]"/>
<function name="write" model="stock.picking">
<value model="stock.picking" eval="(
obj().env.ref('beverage_distributor.sale_order_21') +
obj().env.ref('beverage_distributor.sale_order_22') +
obj().env.ref('beverage_distributor.sale_order_23') +
obj().env.ref('beverage_distributor.sale_order_24') +
obj().env.ref('beverage_distributor.sale_order_25') +
obj().env.ref('beverage_distributor.sale_order_26') +
obj().env.ref('beverage_distributor.sale_order_27') +
obj().env.ref('beverage_distributor.sale_order_28') +
obj().env.ref('beverage_distributor.sale_order_29') +
obj().env.ref('beverage_distributor.sale_order_30')
).picking_ids.ids"/>
<value model="stock.location" eval="{'location_id': obj().search([('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)], limit=1).id}"/>
</function>
<function name="button_validate" model="stock.picking">
<function name="action_assign" model="stock.picking">
<value model="stock.picking" eval="(
obj().env.ref('beverage_distributor.sale_order_29') +
obj().env.ref('beverage_distributor.sale_order_21') +
obj().env.ref('beverage_distributor.sale_order_25') +
obj().env.ref('beverage_distributor.sale_order_30')
).picking_ids.ids"/>
</function>
<function name="button_validate" model="stock.picking" context="{'skip_sms': True}">
<value model="stock.picking" eval="(
obj().env.ref('beverage_distributor.sale_order_21') +
obj().env.ref('beverage_distributor.sale_order_25') +
obj().env.ref('beverage_distributor.sale_order_30')
).picking_ids.ids"/>
</function>
<function name="write" model="stock.picking">
<value model="stock.picking" eval="(
obj().env.ref('beverage_distributor.sale_order_21') +
obj().env.ref('beverage_distributor.sale_order_25') +
obj().env.ref('beverage_distributor.sale_order_30')
).picking_ids.ids"/>
<value eval="{'scheduled_date': (datetime.today().date() + relativedelta(weeks=-1)), 'date_done': (datetime.today().date() + relativedelta(weeks=-1))}" />
</function>
</odoo>
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