[IMP] excise_management: weekly excise report automation and configuration

- Capture transfer external IDs from transfer form and expose transfer IDs in
invoice form.
- Add new model to manage weekly Excise Reports.
- Implement scheduled action running every Sunday to:
  - Create a new Excise Report for the past week.
  - Set report date range, label, and computation status (in progress).
  - Create a To-Do activity: "Excise Report <year>W<week>" assigned to the
designated reporter, due +1 week.
- Keep existing "Excises" report view, but:
  - Remove default grouping by week (keep only by fiscal deposit move).
  - Remove "Excise Amount" measure from default display, keep only quantity
visible.
- Add new menu item "Excise Reports" listing all Excise Report records.
- Exposed the “New” button to allow users to manually create excise reports.
- Made key excise report form fields (Name, Period, State) editable.
- Removed the “Mark as Done” button from excise reports.
- Reworked the scheduled action to generate excise report.
- Updated demo data for the beverage distributor: added excise report demo data.

task-5106520

Author: amas-odoo

beverage_distributor/__manifest__.py

@@ -56,6 +56,7 @@
         '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',
@@ -65,9 +66,6 @@
         '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',

beverage_distributor/data/knowledge_article.xml

@@ -101,11 +101,17 @@ Create a warehouse for each branch: Go to Inventory > Configuration > Ware
         <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>
+<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 from the Reporting menu the Excises.</p>
+        <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>
@@ -122,13 +128,16 @@ Create a warehouse for each branch: Go to Inventory &gt; Configuration &gt; Ware
     </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><strong>Excise reporting</strong></p>
+<p>On top of the legal reporting, you need 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>
-<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>
+            <p><a href="https://apps.odoo.com/apps/modules/19.0/excise_management" class="btn btn-outline-primary btn-sm" target="_blank">🎓 Excise Management</a></p>
+            <p><br/></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>

beverage_distributor/demo/mail_activity.xml

@@ -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>

beverage_distributor/demo/purchase_order_confirm.xml

@@ -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_reporter_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>

beverage_distributor/demo/sale_order_confirm.xml

@@ -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>

beverage_distributor/demo/stock_quant.xml

@@ -3,74 +3,92 @@
     <record id="product_quant_1" model="stock.quant">
         <field name="product_id" ref="product_product_37"/>
         <field name="inventory_quantity">0</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_2" model="stock.quant">
         <field name="product_id" ref="product_product_7"/>
         <field name="inventory_quantity">0</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_3" model="stock.quant">
         <field name="product_id" ref="product_product_39"/>
         <field name="inventory_quantity">0</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_4" model="stock.quant">
         <field name="product_id" ref="product_product_41"/>
         <field name="inventory_quantity">0</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_5" model="stock.quant">
         <field name="product_id" ref="product_product_43"/>
         <field name="inventory_quantity">0</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_6" model="stock.quant">
         <field name="product_id" ref="product_product_45"/>
         <field name="inventory_quantity">0</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_7" model="stock.quant">
         <field name="product_id" ref="product_product_47"/>
         <field name="inventory_quantity">0</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_8" model="stock.quant">
         <field name="product_id" ref="product_product_36"/>
         <field name="inventory_quantity">4</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_9" model="stock.quant">
         <field name="product_id" ref="product_product_6"/>
         <field name="inventory_quantity">0</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_10" model="stock.quant">
         <field name="product_id" search="[('product_tmpl_id', '=', ref('product_template_56'))]"/>
         <field name="inventory_quantity">0</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_11" model="stock.quant">
         <field name="product_id" search="[('product_tmpl_id', '=', ref('product_template_67'))]"/>
         <field name="inventory_quantity">40</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_12" model="stock.quant">
         <field name="product_id" search="[('product_tmpl_id', '=', ref('product_template_6'))]"/>
         <field name="inventory_quantity">0</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_13" model="stock.quant">
         <field name="product_id" search="[('product_tmpl_id', '=', ref('product_template_59'))]"/>
         <field name="inventory_quantity">50</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_14" model="stock.quant">
         <field name="product_id" search="[('product_tmpl_id', '=', ref('product_template_51'))]"/>
         <field name="inventory_quantity">10</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_15" model="stock.quant">
         <field name="product_id" search="[('product_tmpl_id', '=', ref('product_template_27'))]"/>
         <field name="inventory_quantity">10</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_16" model="stock.quant">
         <field name="product_id" search="[('product_tmpl_id', '=', ref('product_template_28'))]"/>
         <field name="inventory_quantity">10</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_17" model="stock.quant">
         <field name="product_id" search="[('product_tmpl_id', '=', ref('product_template_29'))]"/>
         <field name="inventory_quantity">10</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <record id="product_quant_18" model="stock.quant">
         <field name="product_id" search="[('product_tmpl_id', '=', ref('product_template_54'))]"/>
         <field name="inventory_quantity">10</field>
+        <field name="location_id" search="[('warehouse_id', '=', ref('excise_management.stock_warehouse_fiscal_deposit')), ('child_ids', '=', False)]"/>
     </record>
     <function name="action_apply_inventory" model="stock.quant" eval="[[
         ref('product_quant_1'),

beverage_distributor/demo/validate_deliveries.xml

@@ -1,6 +1,6 @@
 {
     'name': 'Excise Management',
-    'version': '2.2',
+    'version': '2.3',
     'category': 'Inventory/Inventory',
     'author': 'Odoo S.A.',
     'depends': [
@@ -13,11 +13,11 @@
     'data': [
         'data/ir_model.xml',
         'data/ir_model_fields.xml',
+        'data/ir_actions_server.xml',
         'data/ir_ui_view.xml',
         'data/qweb_view.xml',
         'data/ir_actions_act_window.xml',
         'data/account_tax_group.xml',
-        'data/ir_actions_server.xml',
         'data/ir_ui_menu.xml',
         'data/base_automation.xml',
         'data/ir_model_access.xml',

beverage_distributor/demo/validate_receipts.xml

@@ -27,4 +27,17 @@
         <field name="trigger">on_create_or_write</field>
         <field name="trigger_field_ids" eval="[(6, 0, [ref('account.field_account_tax__tax_group_id')])]"/>
     </record>
+    <record id="base_automation_create_excise_report_line" model="base.automation">
+        <field name="model_id" ref="excise_report"/>
+        <field name="action_server_ids" eval="[(6, 0, [ref('ir_action_create_excise_report_line')])]"/>
+        <field name="trigger">on_create</field>
+        <field name="name">Create Excise Report Line</field>
+    </record>
+    <record id="base_automation_update_excise_report_line_onupdate_stock_move" model="base.automation">
+        <field name="model_id" ref="stock.model_stock_move"/>
+        <field name="action_server_ids" eval="[(6, 0, [ref('ir_action_update_excise_report_line_onupdate_stock_move')])]"/>
+        <field name="trigger">on_create_or_write</field>
+        <field name="name">Update Excise line: when changing state and date</field>
+        <field name="trigger_field_ids" eval="[(6, 0, [ref('stock.field_stock_move__date'), ref('stock.field_stock_move__state')])]"/>
+    </record>
 </odoo>