[MIG] sale_outstanding: migrate to 18.0

2026-06-02 12:30:18 +02:00
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+# Sale Outstanding
+
+![Production/Stable](https://img.shields.io/badge/maturity-Production%2FStable-green.png)
+![License: AGPL-3](https://img.shields.io/badge/licence-AGPL--3-blue.png)
+![GitHub](https://img.shields.io/badge/github-elabore--coop%2Fsale--tools-lightgray.png?logo=github)
+
+This module computes and displays two financial indicators on sale orders:
+
+- **Outstanding (Untaxed)**: total amount of order lines that have been delivered but not yet invoiced.
+- **To Do (Untaxed)**: total amount of order lines that have not yet been fully delivered
+  (excluding services billed on order with the `ordered_timesheet` policy).
+
+Both values are visible directly on the sale order form and in the list view
+(columns hidden by default, toggleable via the column selector).
+
+## Table of Contents
+
+- [Description](#description)
+- [Installation](#installation)
+- [Configuration](#configuration)
+- [Usage](#usage)
+- [Known Issues / Roadmap](#known-issues--roadmap)
+- [Bug Tracker](#bug-tracker)
+- [Credits](#credits)
+
+## Description
+
+This module extends the `sale.order` model with two computed, stored monetary fields.
+
+### `sum_outstanding` — Outstanding (Untaxed)
+
+Computed as the sum across all order lines of:
+
+```
+qty_to_invoice × price_unit
+```
+
+This amount represents what has been delivered to the customer but not yet invoiced.
+
+### `sum_pending_work` — To Do (Untaxed)
+
+Computed as the sum across all order lines of:
+
+```
+(ordered_qty − delivered_qty) × price_unit
+```
+
+Services whose invoicing policy is `ordered_timesheet` are excluded from this calculation,
+as they are invoiced upon order confirmation rather than upon delivery.
+
+This amount represents work that still needs to be delivered and has not yet been invoiced.
+
+### Display
+
+- **Form view**: both fields appear in an `oe_subtotal_footer` group placed after the order
+  totals block.
+- **List view**: both columns are added after `amount_tax`, hidden by default, with column
+  footer totals.
+
+## Installation
+
+This module depends on:
+
+- `base` (Odoo core)
+- `sale` (Odoo core)
+
+Use the standard Odoo module installation procedure to install `sale_outstanding`.
+
+## Configuration
+
+No specific configuration is required. The fields are computed automatically.
+
+To display the columns in the sale order list view, click the column selector icon
+(top-right corner of the list) and enable **Outstanding (Untaxed)** and/or **To Do (Untaxed)**.
+
+## Usage
+
+1. Open a confirmed sale order for which deliveries have been (partially or fully) completed.
+2. The **Outstanding (Untaxed)** field shows the amount delivered but not yet invoiced.
+3. The **To Do (Untaxed)** field shows the amount of work not yet delivered.
+4. In the sale order list view, enable the optional columns for a global overview of outstanding amounts.
+
+## Known Issues / Roadmap
+
+- Amounts are computed excluding taxes. A possible improvement would be to add tax-included variants.
+- The filter on `service_policy == 'ordered_timesheet'` is hard-coded; a configurable setting
+  would allow more flexibility.
+
+## Bug Tracker
+
+Bugs are tracked on [our issue tracker](https://github.com/elabore-coop/sale-tools/issues).
+If you encounter a problem, please check whether your issue has already been reported.
+If you are the first to spot it, help us by providing detailed and actionable feedback.
+
+## Credits
+
+### Contributors
+
+- Stéphan Sainléger \<stephan@sainleger.fr\>
+
+### Funders
+
+The development of this module has been financially supported by:
+
+- [Elabore](https://elabore.coop)
+- [Datactivist](https://datactivist.coop)
+
+### Maintainer
+
+This module is maintained by [Elabore](https://elabore.coop).