18.0 add contract line defer

contract/models/contract.py

@@ -568,14 +568,6 @@ def _get_lines_to_invoice(self, date_ref):
         """
         self.ensure_one()
 
-        def can_be_invoiced(contract_line):
-            return (
-                not contract_line.is_canceled
-                and contract_line.recurring_next_date
-                and contract_line.recurring_next_date <= date_ref
-                and contract_line.next_period_date_start
-            )
-
         lines2invoice = previous = self.env["contract.line"]
         current_section = current_note = False
         for line in self.contract_line_ids:
@@ -589,7 +581,7 @@ def can_be_invoiced(contract_line):
                 elif line.note_invoicing_mode == "with_next_line":
                     current_note = line
             elif line.is_recurring_note or not line.display_type:
-                if can_be_invoiced(line):
+                if line._can_be_invoiced(date_ref):
                     if current_section:
                         lines2invoice |= current_section
                         current_section = False

contract/models/contract_line.py

@@ -261,6 +261,15 @@ def _update_last_date_invoiced(self):
                 }
             )
 
+    def _can_be_invoiced(self, date_ref):
+        self.ensure_one()
+        return (
+            not self.is_canceled
+            and self.recurring_next_date
+            and self.recurring_next_date <= date_ref
+            and self.next_period_date_start
+        )
+
     @api.model
     def get_view(self, view_id=None, view_type="form", **options):
         default_contract_type = self.env.context.get("default_contract_type")

contract_line_defer/README.rst

@@ -0,0 +1,148 @@
+===================
+Contract Line Defer
+===================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:5026e9d29520acf8591e453f1a7b5d8b1c3fab840a5735bcad4a77e8e07bc944
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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%2Fcontract-lightgray.png?logo=github
+    :target: https://github.com/OCA/contract/tree/18.0/contract_line_defer
+    :alt: OCA/contract
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/contract-18-0/contract-18-0-contract_line_defer
+    :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/contract&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+Enable to defer contract line's invoicing. If a contract line start date
+is not known, it can be deferred. It will not be invoiced until manually
+activated.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Use Cases / Context
+===================
+
+BUSINESS NEED:
+
+- Your company sells contracts which start dates are not known at the
+  conclusion of the sale.
+- Lines which start dates are not confirmed should not be invoiced
+
+APPROACH:
+
+- This module adds a "deferred" flag on the contract line, that can be
+  enabled and disabled via a button
+- A deferred line is not invoiced until manually activated
+- A company setting allows deferring all contract lines by default
+
+USEFUL INFORMATION:
+
+- Use the module **contract_line_defer_product** when also using
+  contract products (module **product_contract**)
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+1. Go to *Invoicing/Accounting* > Configuration > Settings > Contract
+2. Select **Defer contract line start** if you want to defer contract
+   lines by default. Use this setting if you sell contracts which start
+   dates are unknown at the conclusion of the sale.
+
+Usage
+=====
+
+Optional Settings
+-----------------
+
+1. Go to *Invoicing/Accounting* > Configuration > Settings > Contract
+2. Select **Defer contract line start** if you want to defer contract
+   lines by default. Use this setting if you sell contracts which start
+   dates are unknown at the conclusion of the sale.
+
+|Company Settings|
+
+Add a contract line
+-------------------
+
+When adding a contract line, you can select **Deferred** instead of a
+start date
+
+|New Contract Line|
+
+Modify a contract line
+----------------------
+
+An existing contract line can be deferred and activated via a button on
+the line
+
+|Edit Contract Line|
+
+Activate a contract line
+------------------------
+
+When activating a line, a new start (and optionally end) date can be
+chosen.
+
+.. |Company Settings| image:: https://raw.githubusercontent.com/OCA/contract/18.0/contract_line_defer/static/src/company_settings.png
+.. |New Contract Line| image:: https://raw.githubusercontent.com/OCA/contract/18.0/contract_line_defer/static/src/contract_line_new.png
+.. |Edit Contract Line| image:: https://raw.githubusercontent.com/OCA/contract/18.0/contract_line_defer/static/src/contract_line_edit.png
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/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/contract/issues/new?body=module:%20contract_line_defer%0Aversion:%2018.0%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
+-------
+
+* ACSONE SA/NV
+
+Contributors
+------------
+
+- Tobias Zehntner tobias.zehntner@acsone.eu (ACSONE SA/NV)
+
+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/contract <https://github.com/OCA/contract/tree/18.0/contract_line_defer>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

contract_line_defer/__init__.py

@@ -0,0 +1,2 @@
+from . import models
+from . import wizards

contract_line_defer/__manifest__.py

@@ -0,0 +1,21 @@
+# Copyright 2025 ACSONE SA/NV
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Contract Line Defer",
+    "summary": """Defer Contract Lines to avoid invoicing while start date unknown""",
+    "version": "18.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "ACSONE SA/NV,Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/contract",
+    "depends": [
+        "contract",
+    ],
+    "data": [
+        "security/contract_line_activate_wizard.xml",
+        "wizards/contract_line_activate_wizard.xml",
+        "views/contract.xml",
+        "views/contract_line.xml",
+        "views/res_config_settings.xml",
+    ],
+}

contract_line_defer/models/__init__.py

@@ -0,0 +1,4 @@
+from . import contract_line
+from . import res_company
+from . import res_config_settings
+from . import contract_recurring_mixin

contract_line_defer/models/contract_line.py

@@ -0,0 +1,37 @@
+# Copyright 2025 ACSONE SA/NV
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class ContractLine(models.Model):
+    _inherit = "contract.line"
+
+    def _check_recurring_next_date_recurring_invoices(self):
+        return super(
+            ContractLine, self.filtered(lambda line: not line.is_deferred)
+        )._check_recurring_next_date_recurring_invoices()
+
+    @api.depends("is_deferred")
+    def _compute_display_name(self):
+        res = super()._compute_display_name()
+        for rec in self:
+            if rec.is_deferred:
+                rec.display_name = f"Deferred - {rec.name}"
+        return res
+
+    @api.onchange("is_deferred")
+    def _onchange_is_deferred(self):
+        """
+        If activating a contract line, make sure start/end dates are compatible
+        """
+        self.ensure_one()
+        if not self.is_deferred:
+            today = fields.date.today()
+            if self.date_start < today:
+                self.date_start = today
+            if self.date_end and self.date_end < today:
+                self.date_end = False
+
+    def _can_be_invoiced(self, date_ref):
+        return not self.is_deferred and super()._can_be_invoiced(date_ref)

contract_line_defer/models/contract_recurring_mixin.py

@@ -0,0 +1,40 @@
+# Copyright 2025 ACSONE SA/NV
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class ContractRecurringMixin(models.AbstractModel):
+    _inherit = "contract.recurring.mixin"
+
+    is_deferred = fields.Boolean(
+        "Deferred", help="Do not invoice this line until it is activated"
+    )
+
+    @api.model
+    def default_get(self, fields):
+        result = super().default_get(fields)
+        if "is_deferred" in fields:
+            company = (
+                self.env["res.company"].browse(company_id)
+                if (company_id := result.get("company_id"))
+                else self.env.company
+            )
+            if company.defer_contract_line_start:
+                result["is_deferred"] = True
+        return result
+
+    def enable_deferred(self):
+        self.ensure_one()
+        self.is_deferred = True
+
+    @api.depends("is_deferred")
+    def _compute_recurring_next_date(self):
+        """No next invoice date for deferred lines"""
+        res = super()._compute_recurring_next_date()
+        self.filtered(lambda r: r.is_deferred).update({"recurring_next_date": False})
+        return res
+
+    @api.depends("is_deferred")
+    def _compute_next_period_date_start(self):
+        return super()._compute_next_period_date_start()

contract_line_defer/models/res_company.py

@@ -0,0 +1,15 @@
+# Copyright 2025 ACSONE SA/NV
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = "res.company"
+
+    defer_contract_line_start = fields.Boolean(
+        "Defer contract line start",
+        help="At creation, defer contract lines by default (i.e. do not invoice until "
+        "activated). Use this setting if you sell contracts which start dates are "
+        "unknown at the conclusion of the sale.",
+    )

contract_line_defer/models/res_config_settings.py

@@ -0,0 +1,13 @@
+# Copyright 2025 ACSONE SA/NV
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    defer_contract_line_start = fields.Boolean(
+        related="company_id.defer_contract_line_start",
+        readonly=False,
+    )

contract_line_defer/pyproject.toml

@@ -0,0 +1,3 @@
+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

contract_line_defer/readme/CONFIGURE.md

@@ -0,0 +1,5 @@
+To configure this module, you need to:
+
+1. Go to *Invoicing/Accounting* > Configuration > Settings > Contract
+1. Select **Defer contract line start** if you want to defer contract lines by default. Use this setting if you sell contracts which start dates are unknown at the conclusion of the sale.
+

contract_line_defer/readme/CONTEXT.md

@@ -0,0 +1,11 @@
+BUSINESS NEED:
+- Your company sells contracts which start dates are not known at the conclusion of the sale.
+- Lines which start dates are not confirmed should not be invoiced
+
+APPROACH:
+- This module adds a "deferred" flag on the contract line, that can be enabled and disabled via a button
+- A deferred line is not invoiced until manually activated
+- A company setting allows deferring all contract lines by default
+
+USEFUL INFORMATION:
+- Use the module **contract_line_defer_product** when also using contract products (module **product_contract**)

contract_line_defer/readme/CONTRIBUTORS.md

@@ -0,0 +1 @@
+- Tobias Zehntner <tobias.zehntner@acsone.eu> (ACSONE SA/NV)

contract_line_defer/readme/DESCRIPTION.md

@@ -0,0 +1 @@
+Enable to defer contract line's invoicing. If a contract line start date is not known, it can be deferred. It will not be invoiced until manually activated.

contract_line_defer/readme/USAGE.md

@@ -0,0 +1,28 @@
+
+Optional Settings
+-----------------
+
+1. Go to *Invoicing/Accounting* > Configuration > Settings > Contract
+1. Select **Defer contract line start** if you want to defer contract lines by default. Use this setting if you sell contracts which start dates are unknown at the conclusion of the sale.
+
+![Company Settings](../static/src/company_settings.png)
+
+Add a contract line
+-------------------
+
+When adding a contract line, you can select **Deferred** instead of a start date
+
+![New Contract Line](../static/src/contract_line_new.png)
+
+Modify a contract line
+----------------------
+
+An existing contract line can be deferred and activated via a button on the line
+
+![Edit Contract Line](../static/src/contract_line_edit.png)
+
+Activate a contract line
+------------------------
+
+When activating a line, a new start (and optionally end) date can be chosen.
+

contract_line_defer/security/contract_line_activate_wizard.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2025 ACSONE SA/NV
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+<odoo>
+    <record model="ir.model.access" id="access_contract_line_activate_wizard_user">
+        <field name="name">access_contract_line_activate_wizard_user</field>
+        <field name="model_id" ref="model_contract_line_activate_wizard" />
+        <field name="group_id" ref="account.group_account_invoice" />
+        <field name="perm_read" eval="1" />
+        <field name="perm_create" eval="1" />
+        <field name="perm_write" eval="1" />
+        <field name="perm_unlink" eval="1" />
+    </record>
+</odoo>