If you are using odoo enterprise version :Setup using Odoo Studio

-Open Sales > Quotations (or Sales Orders).

-Activate Studio.

-Add the following custom fields:

-Warranty Period (in months) -> default: 24

-Warranty End Date -> compute automatically: Order Date + 24 months

-Retention (%) -> default: 3

-Retention Amount -> compute as Total × Retention / 100

-Retention Released? (Boolean)

-Retention Release Date

This alone will help you track everything at the record level.

If you are using odoo community version : Add logic like

from odoo import models, fields, api

from datetime import timedelta

class SaleOrder(models.Model):

    _inherit = 'sale.order'

    retention_percent = fields.Float(default=3.0)

    retention_amount = fields.Monetary(compute='_compute_retention')

    warranty_end_date = fields.Date(compute='_compute_warranty_end', store=True)

    retention_released = fields.Boolean()

    retention_release_date = fields.Date()

    @api.depends('amount_total', 'retention_percent')

    def _compute_retention(self):

        for order in self:

            order.retention_amount = order.amount_total * order.retention_percent / 100

    @api.depends('date_order')

    def _compute_warranty_end(self):

        for order in self:

            if order.date_order:

                order.warranty_end_date = order.date_order + timedelta(days=730)

And Yes , it’s possible to presented in a visual format (charts and dashboards).

A Kanban view grouping projects by “Warranty Status” (Active / Completed / Released).

A Graph showing retention amount due per month.

A Pivot table by customer or project.