[ADD] account_peppol: backport from 17.0

This commit adds Peppol support to 16.0. (Only FR and NL translations
are included.)
In 2026 Peppol becomes mandatory in Belgium.
Some users won't be able to migrate in time to 17.0+.

Some of the fixes for the document / UBL / XML generation are not available in 16.0 (yet).
An upgrade to 18.0+ may provide a better user experience for some cases.

Compared to 17.0 the phone validation was removed (since we do not do that in 18.0 either).

Follow these steps to set up Peppol for a company and send a first invoice
1. Set the "mode" (demo / test / production) you want via system parameter `account_edi_proxy_client.demo`.
   The following values are available:
   - `demo` to use a locally mocked / simulated version that does not connect with any server
   - `test` to use the Odoo Peppol test server
   - `prod` to use the Odoo Peppol production server

   (The same mode also applies to all other EDIs / Account EDI proxy users)
2. Register the company on the Peppol network in the Accounting Settings (Section "PEPPOL Electronic Document Invoicing")
3. Wait until your registration has been validated on the Peppol server side
   and your status has been updated accordingly in the accounting settings (where you registered)
   (This is not necessary in 'demo' mode since everything is locally mocked)
   - The scheduled action "PEPPOL: update participant status" fetches the status from the Peppol server
     every 6 hours; you can manually run it to speed up the process
4. Configure a journal to use Peppol.
   - Select "Peppol" in the "Advanced Settings" tab under the "Electronic Data Interchange" section
   - This should automatically have been done during the installation of the module
     for journals from countries where Peppol should be used by default
5. Configure the partner to which you want to send the invoice.
   On the partner form view go to the "Accounting" tab and look at the "Peppol" section.
   There you can
   - Select the format in which you want to sent the invoices to the partner.
     It pre-selects a format based on the country.
   - Set up the peppol address / endpoint on which the partner receives its invoices.
   - A button to check whether the endpoint is valid
6. Create an invoice in the journal from step 4 with the customer from step 5.
7. Confirm the invoice; the Peppol document should be generated.
   - It uses the format selected for the partner in step 5.
   - The "EDI Documents" tab should be visible. There should be an entry which has "Peppol" in the
     column "Format Name" and "Sent" in the column "State"
   - An (XML) file should be attached to the chatter; its filename matches the name given in the
     EDI document entry. (The filename is based on the format selected for the parter in step 5.)
   - Potential errors are displayed in a warning banner at the top of the form view
8. Click on "Send & Print" to open a wizard.
   The "Send via PEPPOL" option should be selected by default. It controls whether the invoice
   will be sent via Peppol.
9. Click on the "Send & Print" / "Send" / "Print / "Send (Peppol)" button.
   (The name depends on which of the options are in the wizard selected. But they all send via Peppol
    as long as the checkbox is ticket)
10. Done; In the chatter it should say "The document has been sent to the Peppol Access Point for processing"
    - The "PEPPOL status" field in the invoice form view gives status information about the invoice on Peppol
    - The scheduled action "PEPPOL: update message status" regularly fetches information about the invoice on Peppol
    - The "Fetch Peppol invoice status" button on each journal in the Accounting Dashboard can be used to manually
      run this action.
    - Potential errors that are fetched are posted to the chatter.

Bills from Peppol are fetched periodically via the scheduled action "PEPPOL: retrieve new documents".
It can also be done manually on-demand by clicking "Fetch from Peppol" on a purchase / bill journal in the Accounting Dashboard.

upgrade PR: odoo/upgrade#8621
documentation PR: odoo/documentation#14876
task-4925169

Author: svfu-odoo

addons/account/i18n/account.pot

@@ -10021,6 +10021,11 @@ msgstr ""
 msgid "P&L Accounts"
 msgstr ""
 
+#. module: account
+#: model:ir.model.fields,field_description:account.field_res_config_settings__is_account_peppol_eligible
+msgid "PEPPOL eligible"
+msgstr ""
+
 #. module: account
 #: model_terms:ir.ui.view,arch_db:account.res_config_settings_view_form
 msgid "Package"

addons/account/i18n/fr.po

@@ -10704,6 +10704,11 @@ msgstr "Factures en retard, date d'échéance dépassé"
 msgid "P&L Accounts"
 msgstr "Les comptes du compte de résultat "
 
+#. module: account
+#: model:ir.model.fields,field_description:account.field_res_config_settings__is_account_peppol_eligible
+msgid "PEPPOL eligible"
+msgstr "Éligible PEPPOL"
+
 #. module: account
 #: model_terms:ir.ui.view,arch_db:account.res_config_settings_view_form
 msgid "Package"

addons/account/i18n/nl.po

@@ -10661,6 +10661,11 @@ msgstr "Vervallen facturen, voorbij de vervaldatum"
 msgid "P&L Accounts"
 msgstr "W&V-rekeningen"
 
+#. module: account
+#: model:ir.model.fields,field_description:account.field_res_config_settings__is_account_peppol_eligible
+msgid "PEPPOL eligible"
+msgstr "Geschikt voor PEPPOL"
+
 #. module: account
 #: model_terms:ir.ui.view,arch_db:account.res_config_settings_view_form
 msgid "Package"

addons/account/models/company.py

@@ -35,6 +35,19 @@
 ]
 DASHBOARD_ONBOARDING_STATES = ONBOARDING_STEP_STATES + [('closed', 'Closed')]
 
+# List of countries where Peppol should be used by default.
+PEPPOL_DEFAULT_COUNTRIES = [
+    'AT', 'BE', 'CH', 'CY', 'CZ', 'DE', 'DK', 'EE', 'ES', 'FI',
+    'FR', 'GR', 'IE', 'IS', 'IT', 'LT', 'LU', 'LV', 'MT', 'NL',
+    'NO', 'PL', 'PT', 'RO', 'SE', 'SI',
+]
+
+# List of countries where Peppol is accessible.
+PEPPOL_LIST = PEPPOL_DEFAULT_COUNTRIES + [
+    'AD', 'AL', 'BA', 'BG', 'GB', 'HR', 'HU', 'LI', 'MC', 'ME',
+    'MK', 'RS', 'SK', 'SM', 'TR', 'VA',
+]
+
 
 class ResCompany(models.Model):
     _name = "res.company"

addons/account/models/partner.py

@@ -725,6 +725,20 @@ def _merge_method(self, destination, source):
             raise UserError(_('Partners that are used in hashed entries cannot be merged.'))
         return super()._merge_method(destination, source)
 
+    def _deduce_country_code(self):
+        """ deduce the country code based on the information available.
+        we have three cases:
+        - country_code is BE but the VAT number starts with FR, the country code is FR, not BE
+        - if a country-specific field is set (e.g. the codice_fiscale), that country is used for the country code
+        - if the VAT number has no ISO country code, use the country_code in that case.
+        """
+        self.ensure_one()
+
+        country_code = self.country_code
+        if self.vat and self.vat[:2].isalpha():
+            country_code = self.vat[:2].upper()
+        return country_code
+
     def _run_vat_test(self, vat_number, default_country, partner_is_company=True):
         """ Checks a VAT number syntactically to ensure its validity upon saving.
         A first check is made by using the first two characters of the VAT as

addons/account/models/res_config_settings.py

@@ -3,6 +3,8 @@
 
 from odoo import api, fields, models, _
 
+from odoo.addons.account.models.company import PEPPOL_LIST
+
 
 class ResConfigSettings(models.TransientModel):
     _inherit = 'res.config.settings'
@@ -180,6 +182,19 @@ class ResConfigSettings(models.TransientModel):
         domain="[('deprecated', '=', False), ('company_id', '=', company_id), ('account_type', 'in', ('income', 'income_other', 'expense'))]",
     )
 
+    # PEPPOL
+    is_account_peppol_eligible = fields.Boolean(
+        string='PEPPOL eligible',
+        compute='_compute_is_account_peppol_eligible',
+    )  # technical field used for showing the Peppol settings conditionally
+
+    @api.depends('country_code')
+    def _compute_is_account_peppol_eligible(self):
+        # we want to show Peppol settings only to customers that are eligible for Peppol,
+        # except countries that are not in Europe
+        for config in self:
+            config.is_account_peppol_eligible = config.country_code in PEPPOL_LIST
+
     def set_values(self):
         super().set_values()
         # install a chart of accounts for the given company (if required)

addons/account_edi_proxy_client/models/account_edi_proxy_user.py

@@ -65,9 +65,20 @@ def _get_demo_state(self):
         demo_state = self.env['ir.config_parameter'].sudo().get_param('account_edi_proxy_client.demo', False)
         return 'prod' if demo_state in ['prod', False] else 'test' if demo_state == 'test' else 'demo'
 
+    def _get_server_url_new(self, edi_format=None):
+
+        return self._get_server_url()
+
     def _get_server_url(self):
         return DEFAULT_TEST_SERVER_URL if self._get_demo_state() == 'test' else self.env['ir.config_parameter'].sudo().get_param('account_edi_proxy_client.edi_server_url', DEFAULT_SERVER_URL)
 
+    def _get_route(self, action, edi_format=None):
+        # I.e. in case we create a user we can not just use `self.edi_format` because the user is created after the request
+        return {
+            'create_user': '/iap/account_edi/1/create_user',
+            'renew_token': '/iap/account_edi/1/renew_token',
+        }[action]
+
     def _make_request(self, url, params=False):
         ''' Make a request to proxy and handle the generic elements of the reponse (errors, new refresh token).
         '''
@@ -113,6 +124,12 @@ def _make_request(self, url, params=False):
 
         return response['result']
 
+    def _get_create_user_edi_params(self, company, edi_format, edi_identification):
+        return {
+            'edi_format_code': edi_format.code,
+            'edi_identification': edi_identification,
+        }
+
     def _register_proxy_user(self, company, edi_format, edi_identification):
         ''' Generate the public_key/private_key that will be used to encrypt the file, send a request to the proxy
         to register the user with the public key and create the user with the private key.
@@ -145,12 +162,11 @@ def _register_proxy_user(self, company, edi_format, edi_identification):
         else:
             try:
                 # b64encode returns a bytestring, we need it as a string
-                response = self._make_request(self._get_server_url() + '/iap/account_edi/1/create_user', params={
+                response = self._make_request(self._get_server_url_new(edi_format=edi_format) + self._get_route('create_user', edi_format=edi_format), params={
                     'dbuuid': company.env['ir.config_parameter'].get_param('database.uuid'),
                     'company_id': company.id,
-                    'edi_format_code': edi_format.code,
-                    'edi_identification': edi_identification,
-                    'public_key': base64.b64encode(public_pem).decode()
+                    'public_key': base64.b64encode(public_pem).decode(),
+                    **self._get_create_user_edi_params(company, edi_format, edi_identification),
                 })
             except AccountEdiProxyError as e:
                 raise UserError(e.message)
@@ -180,7 +196,7 @@ def _renew_token(self):
             if e.pgcode == '55P03':
                 return
             raise e
-        response = self._make_request(self._get_server_url() + '/iap/account_edi/1/renew_token')
+        response = self._make_request(self._get_server_url_new() + self._get_route('renew_token'))
         if 'error' in response:
             # can happen if the database was duplicated and the refresh_token was refreshed by the other database.
             # we don't want two database to be able to query the proxy with the same user

addons/account_edi_ubl_cii/data/account_edi_data.xml

@@ -11,7 +11,7 @@
     </record>
 
     <record id="ubl_bis3" model="account.edi.format">
-        <field name="name">Peppol BIS Billing 3.0</field>
+        <field name="name">BIS Billing 3.0 (XML)</field>
         <field name="code">ubl_bis3</field>
     </record>
 

addons/account_edi_ubl_cii/models/account_edi_xml_ubl_20.py

@@ -431,7 +431,15 @@ def _get_early_payment_discount_grouped_by_tax_rate(self, invoice):
         if invoice.company_id.early_pay_discount_computation != 'mixed':
             return {}
         tax_to_discount = defaultdict(lambda: 0)
-        for line in invoice.line_ids.filtered(lambda l: l.display_type == 'epd'):
+        currency = invoice.currency_id
+        # There can be 'epd' lines with a zero amount. We ignore those lines since we do not output
+        # the AllowanceTotalAmount / ChargeTotalAmount in the LegalMonetaryTotal node
+        # if the total allowance / charge amount are 0 respectively.
+        # So we should not create AllowanceCharge nodes for 0 amounts either.
+        # This way we do not violate the following rules:
+        # - https://docs.peppol.eu/poacc/billing/3.0/2024-Q2/rules/ubl-tc434/BR-CO-11/
+        # - https://docs.peppol.eu/poacc/billing/3.0/2024-Q2/rules/ubl-tc434/BR-CO-12/
+        for line in invoice.line_ids.filtered(lambda l: l.display_type == 'epd' and not currency.is_zero(l.amount_currency)):
             for tax in line.tax_ids:
                 tax_to_discount[tax.amount] += line.amount_currency
         return tax_to_discount
@@ -503,7 +511,7 @@ def grouping_key_generator(base_line, tax_values):
         sales_order_id = 'sale_line_ids' in invoice.invoice_line_ids._fields \
                          and ",".join(invoice.invoice_line_ids.sale_line_ids.order_id.mapped('name'))
         # OrderReference/ID (order_reference) is mandatory inside the OrderReference node !
-        order_reference = invoice.ref or invoice.name if sales_order_id else invoice.ref
+        order_reference = invoice.ref or invoice.name
 
         vals = {
             'builder': self,

addons/account_edi_ubl_cii/models/account_edi_xml_ubl_bis3.py

@@ -115,8 +115,12 @@ def _get_partner_party_vals(self, partner, role):
         vals = super()._get_partner_party_vals(partner, role)
 
         partner = partner.commercial_partner_id
-        vals['endpoint_id'] = partner.vat
-        vals['endpoint_id_attrs'] = {'schemeID': COUNTRY_EAS.get(partner.country_id.code)}
+        if self.env['ir.module.module']._get('account_peppol').state == 'installed':
+            vals['endpoint_id'] = partner.peppol_endpoint
+            vals['endpoint_id_attrs'] = {'schemeID': partner.peppol_eas}
+        else:
+            vals['endpoint_id'] = partner.vat
+            vals['endpoint_id_attrs'] = {'schemeID': COUNTRY_EAS.get(partner.country_id.code)}
 
         if partner.country_code == 'NO':
             if 'l10n_no_bronnoysund_number' in partner._fields: