Thank you very much for your detailed info. will workout the same.

Regards,

Odoo@Tenthplanet

To meet your requirement of controlling e-invoice posting in Odoo 16 Enterprise Edition, where e-invoice posting to the GST portal only happens after a review and approval process, here are detailed answers and steps:

1. Existing Functionality in Odoo 16

There is no direct built-in feature in Odoo 16 to control the posting of e-invoices to the GST portal after invoice validation. Odoo’s default behavior posts e-invoices automatically upon validation when configured with IAP.

You will need to customize the workflow to include an intermediate approval process before the e-invoice is posted.

2. Recommended Approach to Implement This Feature

Overview of Implementation

1. Add a Review Status Field:
   • Introduce a new status (To Review, Approved) to invoices to indicate whether the e-invoice can be posted.
2. Modify Validation Workflow:
   • Prevent automatic e-invoice posting upon invoice validation.
   • Ensure e-invoice posting occurs only when explicitly triggered by an approved user.
3. Approval Workflow:
   • Use Odoo’s Approval module or a custom workflow to handle the approval process.
4. Restrict Posting to Authorized Users:
   • Add access rights or buttons visible only to specific roles (e.g., Finance Team).

3. Step-by-Step Technical Implementation

Step 1: Add a Review Status Field

Add a new field to the invoice (account.move) to track its approval status.

pythonCopy codefrom odoo import models, fields

class AccountMove(models.Model):
    _inherit = 'account.move'

    review_status = fields.Selection([
        ('to_review', 'To Review'),
        ('approved', 'Approved'),
    ], string="Review Status", default='to_review')

Step 2: Modify Automatic Posting Logic

Override the e-invoice posting logic to stop it from triggering upon validation.

pythonCopy codefrom odoo import models

class AccountMove(models.Model):
    _inherit = 'account.move'

    def _post_einvoice(self):
        # Prevent auto-posting if not approved
        for invoice in self:
            if invoice.review_status != 'approved':
                return False  # Skip posting e-invoice
        return super(AccountMove, self)._post_einvoice()  # Continue normal posting for approved invoices

Step 3: Add a Button for Manual Posting

Add a button to manually trigger e-invoice posting once the invoice is approved.

pythonCopy codefrom odoo import models

class AccountMove(models.Model):
    _inherit = 'account.move'

    def action_post_einvoice(self):
        self.ensure_one()
        if self.review_status != 'approved':
            raise ValidationError("Invoice must be approved before posting the e-invoice.")
        self._post_einvoice()

In your XML view:

xmlCopy code<record id="view_invoice_form" model="ir.ui.view">
    <field name="model">account.move</field>
    <field name="inherit_id" ref="account.view_move_form" />
    <field name="arch" type="xml">
        <xpath expr="//header" position="inside">
            <button name="action_post_einvoice" type="object" string="Post E-Invoice"
                    attrs="{'invisible': [('review_status', '!=', 'approved')]}" class="btn-primary" />
        </xpath>
    </field>
</record>

Step 4: Configure an Approval Workflow

Use the Approvals module to configure a review process:

1. Go to Settings > Approvals and create a new approval request type for e-invoice posting.
2. Add a related field on invoices to link approval requests.
3. Update the review_status field when an approval is granted.

Alternatively, create a custom approval workflow:

pythonCopy codedef action_approve(self):
    for record in self:
        record.review_status = 'approved'

Step 5: Adjust Access Rights

Restrict e-invoice posting to specific roles (e.g., Finance Manager).

• Create a security group in ir.model.access.csv:

csvCopy codeid,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_account_move_finance_manager,access_account_move_finance_manager,model_account_move,group_account_invoice_manager,1,1,1,1

• Assign this group to the manual posting button.

4. Full Workflow

1. Invoice Creation and Validation:
   • Invoice is created and validated as usual.
   • E-invoice is not posted automatically.
2. Review and Approval:
   • Finance or management team reviews the invoice.
   • Approval changes the status to Approved.
3. Manual E-Invoice Posting:
   • A user with sufficient access posts the e-invoice through a manual action.

5. Benefits

• Prevents accidental posting of incorrect e-invoices.
• Introduces a clear review and approval workflow.
• Allows flexibility in managing roles and responsibilities.

6. Additional Considerations

• Notifications: Notify responsible users when invoices are ready for review.
• Audit Trail: Record who approved and posted the e-invoice for compliance.
• Testing: Thoroughly test the workflow in a staging environment.