[18.0][ADD] project_estimation

project_estimation/README.rst

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+==================
+Project Estimation
+==================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:0faffaf36b0c57e81ee69946cb1d5445d5dae4f3efa82e3e0219d5f7a1fec03e
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+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Alpha
+.. |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%2Fproject-lightgray.png?logo=github
+    :target: https://github.com/OCA/project/tree/18.0/project_estimation
+    :alt: OCA/project
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/project-18-0/project-18-0-project_estimation
+    :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/project&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module is a pre-sales module designed to manage project cost
+estimation before confirming a Sales Order.
+
+In many service-based businesses, project discussions start with rough
+calculations, scope alignment, and internal margin validation. Creating
+a full Project too early can mix pre-sales assumptions with confirmed
+execution data. This module separates the estimation phase from the
+execution phase.
+
+The purpose of this module is to:
+
+- Provide a structured space for cost calculation before commitment
+- Allow internal validation of pricing and margin
+- Prevent pollution of confirmed Project data with unvalidated
+  assumptions
+- Enable clean conversion to Sales Order once approved
+
+This module represents the commercial negotiation stage, not the
+operational delivery stage.
+
+Once the estimation is validated and approved, it can be converted into
+a Sales Order. If the deal does not proceed, the estimation can simply
+be cancelled without impacting project reporting.
+
+.. IMPORTANT::
+   This is an alpha version, the data model and design can change at any time without warning.
+   Only for development or testing purpose, do not use in production.
+   `More details on development status <https://odoo-community.org/page/development-status>`_
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To use this module, you need to:
+
+1. Go to menu Project > Estimation
+2. Create a new Project Estimation
+3. Add estimation lines such as services, materials, or working hours.
+   For each line, define quantity, cost, and price.
+4. Review the overall estimation. Adjust pricing or quantities until the
+   expected margin meets business requirements.
+5. Once internally validated, confirm the estimation.
+6. Click Create Sales Order. It will generate a Sales Order based on the
+   estimation lines, and the standard sales workflow continues from
+   there.
+7. If the deal does not proceed, simply cancel the estimation. No
+   Project or accounting records will be affected.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/project/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/project/issues/new?body=module:%20project_estimation%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
+-------
+
+* Ecosoft
+
+Contributors
+------------
+
+- `Ecosoft <https://ecosoft.co.th>`__:
+
+  - Saran Lim. saranl@ecosoft.co.th
+
+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.
+
+.. |maintainer-Saran440| image:: https://github.com/Saran440.png?size=40px
+    :target: https://github.com/Saran440
+    :alt: Saran440
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-Saran440| 
+
+This module is part of the `OCA/project <https://github.com/OCA/project/tree/18.0/project_estimation>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

project_estimation/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+from . import models
+from . import wizard

project_estimation/__manifest__.py

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+# Copyright 2026 Ecosoft Co., Ltd (https://ecosoft.co.th/)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+{
+    "name": "Project Estimation",
+    "summary": "Pre-sales project cost estimation and margin calculation",
+    "version": "18.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Ecosoft, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/project",
+    "depends": ["project", "sale_project"],
+    "data": [
+        "data/sequence.xml",
+        "security/project_estimation_security.xml",
+        "security/ir.model.access.csv",
+        "security/res_groups.xml",
+        "wizard/create_sale_order_view.xml",
+        "views/res_config_settings_views.xml",
+        "views/project_estimation_views.xml",
+        "views/sale_order_view.xml",
+    ],
+    "development_status": "Alpha",
+    "maintainers": ["Saran440"],
+}

project_estimation/data/sequence.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="project_estimation_code_seq" model="ir.sequence">
+        <field name="name">Project Estimation</field>
+        <field name="code">project.estimation</field>
+        <field name="prefix">PEST</field>
+        <field name="padding">5</field>
+        <field name="company_id" eval="False" />
+    </record>
+</odoo>

project_estimation/models/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import res_config_settings
+from . import project_estimation
+from . import project_estimation_line
+from . import sale_order

project_estimation/models/project_estimation.py

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+# Copyright 2026 Ecosoft Co., Ltd (https://ecosoft.co.th)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+from odoo.exceptions import UserError
+
+
+class ProjectEstimation(models.Model):
+    _name = "project.estimation"
+    _inherit = ["mail.thread", "mail.activity.mixin"]
+    _description = "Project Estimation"
+    _order = "name desc"
+
+    name = fields.Char(
+        default="/",
+        required=True,
+        copy=False,
+    )
+    partner_id = fields.Many2one(
+        comodel_name="res.partner",
+        required=True,
+        tracking=True,
+    )
+    project_id = fields.Many2one(
+        comodel_name="project.project",
+        tracking=True,
+    )
+    sale_order_ids = fields.One2many(
+        comodel_name="sale.order",
+        inverse_name="project_estimation_id",
+        copy=False,
+    )
+    date = fields.Date(
+        string="Estimation Date",
+        default=fields.Date.today,
+        required=True,
+        tracking=True,
+    )
+    user_id = fields.Many2one(
+        comodel_name="res.users",
+        string="Responsible",
+        default=lambda self: self.env.user,
+        tracking=True,
+    )
+    company_id = fields.Many2one(
+        comodel_name="res.company",
+        required=True,
+        default=lambda self: self.env.company,
+    )
+    currency_id = fields.Many2one(
+        comodel_name="res.currency",
+        compute="_compute_currency_id",
+        store=True,
+    )
+    line_ids = fields.One2many(
+        comodel_name="project.estimation.line",
+        inverse_name="estimation_id",
+        string="Estimation Lines",
+        copy=True,
+    )
+
+    amount_untaxed = fields.Monetary(
+        string="Untaxed Amount", store=True, compute="_compute_amounts", tracking=5
+    )
+    amount_tax = fields.Monetary(string="Taxes", store=True, compute="_compute_amounts")
+    amount_total = fields.Monetary(
+        string="Total", store=True, compute="_compute_amounts", tracking=4
+    )
+
+    total_cost = fields.Monetary(
+        compute="_compute_totals",
+        store=True,
+    )
+    total_margin = fields.Monetary(
+        compute="_compute_totals",
+        store=True,
+    )
+    total_margin_percent = fields.Float(
+        string="Total Margin (%)",
+        compute="_compute_totals",
+        store=True,
+    )
+    target_margin = fields.Float(
+        string="Target Margin (%)",
+    )
+    target_sale_price = fields.Monetary(
+        compute="_compute_target_sale_price",
+        store=True,
+    )
+    expected_profit = fields.Monetary(
+        compute="_compute_expected_profit",
+        store=True,
+    )
+    state = fields.Selection(
+        selection=[
+            ("draft", "Draft"),
+            ("confirm", "Confirmed"),
+            ("approved", "Approved"),
+            ("done", "Done"),
+            ("cancelled", "Cancelled"),
+        ],
+        default="draft",
+        tracking=True,
+    )
+    note = fields.Html(string="Notes")
+
+    @api.depends("line_ids.price_subtotal", "currency_id", "company_id")
+    def _compute_amounts(self):
+        AccountTax = self.env["account.tax"]
+        for rec in self:
+            lines = rec.line_ids.filtered(lambda x: not x.display_type)
+            base_lines = [
+                line._prepare_base_line_for_taxes_computation() for line in lines
+            ]
+            AccountTax._add_tax_details_in_base_lines(base_lines, rec.company_id)
+            AccountTax._round_base_lines_tax_details(base_lines, rec.company_id)
+            tax_totals = AccountTax._get_tax_totals_summary(
+                base_lines=base_lines,
+                currency=rec.currency_id or rec.company_id.currency_id,
+                company=rec.company_id,
+            )
+            rec.amount_untaxed = tax_totals["base_amount_currency"]
+            rec.amount_tax = tax_totals["tax_amount_currency"]
+            rec.amount_total = tax_totals["total_amount_currency"]
+
+    @api.depends("company_id")
+    def _compute_currency_id(self):
+        for rec in self:
+            rec.currency_id = rec.company_id.currency_id
+
+    @api.depends("line_ids.price_subtotal", "line_ids.margin", "line_ids.cost_subtotal")
+    def _compute_totals(self):
+        for rec in self:
+            rec.total_cost = sum(rec.line_ids.mapped("cost_subtotal"))
+            rec.total_margin = sum(rec.line_ids.mapped("margin"))
+            rec.total_margin_percent = (
+                rec.amount_untaxed and rec.total_margin / rec.amount_untaxed
+            )
+
+    @api.depends("total_cost", "target_margin")
+    def _compute_target_sale_price(self):
+        for rec in self:
+            margin = rec.target_margin
+            if margin >= 100:
+                rec.target_sale_price = 0.0
+            elif margin > 0:
+                rec.target_sale_price = rec.total_cost / (1 - margin / 100)
+            else:
+                rec.target_sale_price = rec.total_cost
+
+    @api.depends("target_sale_price", "total_cost")
+    def _compute_expected_profit(self):
+        for rec in self:
+            rec.expected_profit = rec.target_sale_price - rec.total_cost
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get("name", "/") == "/":
+                vals["name"] = (
+                    self.env["ir.sequence"].next_by_code("project.estimation") or "/"
+                )
+        return super().create(vals_list)
+
+    def action_confirm(self):
+        return self.write({"state": "confirm"})
+
+    def action_approve(self):
+        return self.write({"state": "approved"})
+
+    def action_cancel(self):
+        return self.write({"state": "cancelled"})
+
+    def action_done(self):
+        return self.write({"state": "done"})
+
+    def action_draft(self):
+        return self.write({"state": "draft"})
+
+    def action_create_sale_order(self):
+        """Open wizard to create a Sale Order from the estimation."""
+        self.ensure_one()
+        if not self.line_ids:
+            raise UserError(self.env._("Please add at least one estimation line."))
+        return {
+            "name": self.env._("Create Sale Order"),
+            "type": "ir.actions.act_window",
+            "res_model": "project.estimation.create.sale.order",
+            "view_mode": "form",
+            "target": "new",
+            "context": {
+                "default_estimation_id": self.id,
+            },
+        }
+
+    def action_view_sale_order(self):
+        self.ensure_one()
+        return {
+            "name": self.env._("Sale Order"),
+            "type": "ir.actions.act_window",
+            "res_model": "sale.order",
+            "view_mode": "list,form",
+            "domain": [("project_estimation_id", "=", self.id)],
+        }
+
+    def action_view_project(self):
+        self.ensure_one()
+        return {
+            "name": self.env._("Project"),
+            "type": "ir.actions.act_window",
+            "res_model": "project.project",
+            "view_mode": "form",
+            "res_id": self.project_id.id,
+        }