Portugal - Accounting (Certification) (l10n_pt_certification)

This bridge module adds the technical requirements of the Portuguese Certification regulation (Administrative Decree no. 363/2010) that stipulates certain criteria concerning the inalterability and authenticity of invoicing data.
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The module adds the following features:

- AT Series: allows the creation of document series, under which documents must be emitted.
- Digital signature: documents are signed after they are emitted. After being signed, key data cannot be modified.
- QR Code: a QR Code is added to signed documents
- Hash integrity report is available based on the digital signature

Code Analysis ⓘ

Views touched (35)

XML ID	Name	Model	Type	Status
`l10n_pt_external_layout_bold`	l10n_pt_external_layout_bold	ir.ui.view	qweb	Inherits web.external_layout_bold
`l10n_pt_external_layout_boxed`	l10n_pt_external_layout_boxed	ir.ui.view	qweb	Inherits web.external_layout_boxed
`l10n_pt_external_layout_bubble`	l10n_pt_external_layout_bubble	ir.ui.view	qweb	Inherits web.external_layout_bubble
`l10n_pt_external_layout_folder`	l10n_pt_external_layout_folder	ir.ui.view	qweb	Inherits web.external_layout_folder
`l10n_pt_external_layout_standard`	l10n_pt_external_layout_standard	ir.ui.view	qweb	Inherits web.external_layout_standard
`l10n_pt_external_layout_striped`	l10n_pt_external_layout_striped	ir.ui.view	qweb	Inherits web.external_layout_striped
`l10n_pt_external_layout_wave`	l10n_pt_external_layout_wave	ir.ui.view	qweb	Inherits web.external_layout_wave
`l10n_pt_partner_vat`	l10n_pt_partner_vat	ir.ui.view	qweb	New
`l10n_pt_report_payment_receipt_document_inherit`	l10n_pt_report_payment_receipt_document_inherit	ir.ui.view	qweb	Inherits account.report_payment_receipt_document
`l10n_pt_report_template_address_training_mode`	l10n_pt_report_template_address_training_mode	ir.ui.view	qweb	New
`l10n_pt_report_template_footer`	l10n_pt_report_template_footer	ir.ui.view	qweb	New
`l10n_pt_report_template_footer_document_type_and_number_block`	l10n_pt_report_template_footer_document_type_and_number_block	ir.ui.view	qweb	New
`l10n_pt_report_template_footer_document_type_and_number_oneline`	l10n_pt_report_template_footer_document_type_and_number_oneline	ir.ui.view	qweb	New
`l10n_pt_report_template_note_certified_program`	l10n_pt_report_template_note_certified_program	ir.ui.view	qweb	New
`l10n_pt_report_template_note_document_purpose`	l10n_pt_report_template_note_document_purpose	ir.ui.view	qweb	New
`l10n_pt_report_template_print_version_and_cancellation`	l10n_pt_report_template_print_version_and_cancellation	ir.ui.view	qweb	New
`pt_cancel_wizard_view`	Invoice Cancel	l10n_pt.cancel	form	New
`report_hash_integrity_content`	report_hash_integrity_content	ir.ui.view	qweb	New
`report_invoice`	report_invoice	ir.ui.view	qweb	Inherits account.report_invoice
`report_invoice_document`	report_invoice_document	ir.ui.view	qweb	Inherits account.report_invoice_document
`res_config_settings_view_form_inherit_pt`	res.config.settings.view.form.inherit.pt	res.config.settings	form	Inherits account.res_config_settings_view_form
`view_account_journal_form_inherit_pt`	account.journal.form.inherit.pt	account.journal	form	Inherits account.view_account_journal_form
`view_account_move_reversal_inherit_pt`	account.move.reversal.form.inherit.pt	account.move.reversal	form	Inherits account.view_account_move_reversal
`view_account_payment_form_inherit_pt`	account.payment.form.inherit.pt	account.payment	form	Inherits account.view_account_payment_form
`view_account_payment_register_form_inherit_pt`	account.payment.register.view.form.inherit.pt	account.payment.register	form	Inherits account.view_account_payment_register_form
`view_account_payment_tree_inherit_pt`	account.payment.tree.inherit.pt	account.payment	tree	Inherits account.view_account_payment_tree
`view_l10n_pt_at_series_form`	at.series.form	l10n_pt.at.series	form	New
`view_l10n_pt_at_series_search`	at.series.search.view	l10n_pt.at.series	search	New
`view_l10n_pt_at_series_tree`	at.series.tree	l10n_pt.at.series	list	New
`view_l10n_pt_reprint_reason`	l10n_pt.reprint.reason.form	l10n_pt.reprint.reason	form	New
`view_move_form_inherit_pt`	account.move.form.inherit.pt	account.move	form	Inherits account.view_move_form
`view_out_invoice_tree_inherit_pt`	account.move.tree.inherit.pt	account.move	tree	Inherits account.view_out_invoice_tree
`view_tax_form_inherit_pt`	account.tax.form.inherit.pt	account.tax	form	Inherits account.view_tax_form
`view_tax_group_form_inherit_pt`	account.tax.group.form.inherit.pt	account.tax.group	form	Inherits account.view_tax_group_form
`view_tax_group_tree_inherit_pt`	account.tax.group.tree.inherit.pt	account.tax.group	tree	Inherits account.view_tax_group_tree

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (22)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (13)

l10n_pt_at_series_id Many2one → l10n_pt.at.series
comodel_name='l10n_pt.at.series' compute='_compute_l10n_pt_at_series_id' readonly=False store=True string='AT Series'
l10n_pt_at_series_line_id Many2one → l10n_pt.at.series.line
comodel_name='l10n_pt.at.series.line' compute='_compute_l10n_pt_at_series_line_id' string='Document-specific AT Series'
l10n_pt_atcud Char
compute='_compute_l10n_pt_atcud' help='Unique document code formed by the AT series validation code and the number of the document. Only assigned once the document is secured.' store=True string='Portuguese ATCUD'
l10n_pt_cancel_reason Char
copy=False help='Reason given by the user for cancelling this move' readonly=True string='Reason for Cancellation'
l10n_pt_document_number Char
compute='_compute_l10n_pt_document_number' help='Internal identifier for Portuguese documents, made up of the document type code,the series name, and the number of the document within the series.' store=True string='Unique Document Number'
l10n_pt_document_type Selection
compute='_compute_l10n_pt_document_type' selection=AT_SERIES_ACCOUNTING_DOCUMENT_TYPES store=True string='Portuguese Document Type'
l10n_pt_global_discount Float
digits='Discount' inverse='_inverse_l10n_pt_global_discount' string='Global Discount %'
l10n_pt_hashed_on Datetime
readonly=True string='Hashed On'
l10n_pt_inalterable_hash_short Char
compute='_compute_l10n_pt_inalterable_hash' string='Short version of the Portuguese hash'
l10n_pt_inalterable_hash_version Integer
compute='_compute_l10n_pt_inalterable_hash' string='Portuguese hash version'
l10n_pt_print_version Selection
copy=False selection=[('original', 'Original print'), ('reprint', 'Reprint')] string='Version of Printed Document'
l10n_pt_qr_code_str Char
compute='_compute_l10n_pt_qr_code_str' store=True args: 'Portuguese QR Code'
l10n_pt_show_future_date_warning Boolean
compute='_compute_l10n_pt_show_future_date_warning'

Public methods (8)

action_open_reprint_wizard(self, action_to_return=None)
action_post(self)
action_print_pdf(self)
PT requirement: documents being reprinted require a reprint reason
action_reverse(self)
Portuguese certification requirements: "The program must not allow the creation of credit notes regarding previously cancelled documents or already fully rectified."
l10n_pt_verify_prerequisites_qr_code(self)
preview_invoice(self)
PT requirement: "No document in a preparatory or preview state may be printed prior to its completion and signing".
update_l10n_pt_print_version(self)
write(self, vals)

New fields (1)

l10n_pt_line_discount Float
default=0.0 digits='Discount' inverse='_inverse_l10n_pt_line_discount' string='Line Discount'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

reverse_moves(self, is_modify=False)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (2)

action_open_reprint_wizard(self)
action_send_and_print(self, allow_fallback_pdf=False)

New fields (8)

l10n_pt_at_series_id Many2one → l10n_pt.at.series
comodel_name='l10n_pt.at.series' compute='_compute_l10n_pt_at_series_id' readonly=False store=True string='AT Series'
l10n_pt_at_series_line_id Many2one → l10n_pt.at.series.line
comodel_name='l10n_pt.at.series.line' compute='_compute_l10n_pt_at_series_line_id' string='Document-specific AT Series'
l10n_pt_atcud Char
compute='_compute_l10n_pt_atcud' help='Unique document code formed by the AT series validation code and the number of the document.' store=True string='Portuguese ATCUD'
l10n_pt_cancel_reason Char
copy=False help='Reason given by the user for cancelling this payment' readonly=True string='Reason for Cancellation'
l10n_pt_document_number Char
compute='_compute_l10n_pt_document_number' help='Unique identifier for Portuguese documents, made up of the internal document type code, the series name, and the number of the document within the series.' store=True string='Unique Document Number'
l10n_pt_document_type Selection
compute='_compute_l10n_pt_document_type' selection=AT_SERIES_ACCOUNTING_DOCUMENT_TYPES store=True string='Portuguese Document Type'
l10n_pt_print_version Selection
copy=False selection=[('original', 'Original print'), ('reprint', 'Reprint')] string='Version of Printed Document'
l10n_pt_show_future_date_warning Boolean
compute='_compute_l10n_pt_show_future_date_warning'

Public methods (5)

action_open_reprint_wizard(self)
PT requirement: documents being reprinted require a reprint reason
action_post(self)
is_pt_inbound(self)
update_l10n_pt_print_version(self)
write(self, vals)

New fields (1)

l10n_pt_payment_mechanism Selection
default='TB' help="This payment method's mechanism according to Portuguese requirements." selection=L10N_PT_PAYMENT_MECHANISMS string='Payment Mechanism'

Public methods (0)

No public methods.

New fields (2)

available_l10n_pt_at_series_ids Many2many → l10n_pt.at.series
compute='_compute_available_l10n_pt_at_series_ids' args: 'l10n_pt.at.series'
l10n_pt_at_series_id Many2one → l10n_pt.at.series
comodel_name='l10n_pt.at.series' compute='_compute_l10n_pt_at_series_id' domain="[('payment_journal_id', '=', available_l10n_pt_at_series_ids)]" readonly=False store=True string='AT Series'

Public methods (0)

No public methods.

New fields (1)

l10n_pt_tax_exemption_reason Selection
selection=L10N_PT_TAX_EXEMPTION_REASONS_SELECTION string='Tax Exemption Reason'

Public methods (0)

No public methods.

New fields (2)

l10n_pt_tax_category Selection
default='N' selection=L10N_PT_TAX_CATEGORIES_SELECTION string='Tax Category (PT)'
l10n_pt_tax_region Selection
default='PT' selection=L10N_PT_TAX_REGIONS_SELECTION string='Region (PT)'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (7)

cancelled Boolean
string='Canceled'
company_id Many2one → res.company
readonly=True args: 'res.company', 'Company'
original Boolean
string='Original Print'
report_binary Binary
required=True string='File Binary'
report_name Char
required=True string='Report'
res_id Many2oneReference
model_field='res_model' required=True string='Record id'
res_model Char
required=True string='Model'

Public methods (0)

No public methods.

New fields (9)

active Boolean
compute='_compute_active' search='_search_active'
at_series_line_ids One2many → l10n_pt.at.series.line
copy=True string='Document Types' args: 'l10n_pt.at.series.line', 'at_series_id'
company_exclusive_series Boolean
help='If checked, this series will only be used by one company and not shared across branches' string='Exclusive Series'
company_id Many2one → res.company
default=<expr> required=True args: 'res.company'
date_end Date
args: 'End Date'
name Char
help='The name of the series will be part of the document number sequence.' required=True args: 'Name of the Series'
payment_journal_id Many2one → account.journal
check_company=True domain="[('type', 'in', ('bank', 'credit', 'cash'))]" help='This series will be available for payments belonging to this, and only this, journal.' string='Payment Journal' args: 'account.journal'
sale_journal_id Many2one → account.journal
check_company=True domain="[('type', '=', 'sale')]" help='This series will be available for account moves belonging to this, and only this, journal.' string='Sales Journal' args: 'account.journal'
training_series Boolean
args: 'Training Series'

Public methods (1)

write(self, vals)

New fields (9)

at_code Char
required=True args: 'AT Validation Code'
at_series_active Boolean
related='at_series_id.active'
at_series_id Many2one → l10n_pt.at.series
check_company=True ondelete='cascade' readonly=True required=True string='AT Series' args: 'l10n_pt.at.series'
company_exclusive_series Boolean
related='at_series_id.company_exclusive_series'
company_id Many2one
index=True precompute=True readonly=True related='at_series_id.company_id' store=True
document_identifier Char
compute='_compute_document_identifier' help="The unique identification of documents of this series and type made up of the document type prefix and the series name, followed by '/' and the number of the document." args: 'Document Identifier'
prefix Char
help='The internal code of the document type that will be combined with the Series Name to form the unique identification of documents.' required=True string='Document-specific Series Prefix'
type Selection
help='Customer Invoices require an Invoice (FT) series, and Sales Receipts require a Simplified Invoice (FS) series.' required=True selection=AT_SERIES_ACCOUNTING_DOCUMENT_TYPES string='Document Type'
type_name Char
compute='_compute_type_name' args: 'Type Name'

Public methods (1)

write(self, vals)

New fields (1)

l10n_pt_cancel_reason Char
help='Reason to cancel this document.' required=True string='Cancel Reason'

Public methods (1)

button_cancel(self)

New fields (1)

reason Char
required=True string='Reason for reprinting the document'

Public methods (1)

action_log_and_print(self)

New fields (0)

No new fields.

Public methods (1)

create(self, values)
@api.model_create_multi

New fields (0)

No new fields.

Public methods (2)

create(self, values)
@api.model_create_multi
write(self, values)

New fields (1)

l10n_pt_region_code Char
compute='_compute_l10n_pt_region_code' readonly=False store=True args: 'Region Code'

Public methods (1)

onchange_country(self)
@api.onchange('country_id')

Portuguese companies use round_globally as tax_calculation_rounding_method to ensure rounding conforms with the requirements from Autoridade Tributaria

New fields (0)

No new fields.

Public methods (1)

write(self, values)

Code Analysis ⓘ

Views touched (35)

HTTP endpoints (0)

Models touched (22)

account.chart.template Extends AbstractModel 0 fields 0 methods AccountChartTemplate · inherits account.chart.template

account.chart.template Extends AbstractModel 0 fields 0 methods AccountChartTemplate · inherits account.chart.template

account.move Extends Model 13 fields 8 methods AccountMove · inherits account.move

account.move.line Extends Model 1 field 0 methods AccountMoveLine · inherits account.move.line

account.move.reversal Extends TransientModel 0 fields 1 method AccountMoveReversal · inherits account.move.reversal

account.move.send Extends AbstractModel 0 fields 0 methods AccountMoveSend · inherits account.move.send

account.move.send.wizard Extends TransientModel 0 fields 2 methods AccountMoveSendWizard · inherits account.move.send.wizard

account.payment Extends Model 8 fields 5 methods AccountPayment · inherits account.payment

account.payment.method.line Extends Model 1 field 0 methods AccountPaymentMethodLine · inherits account.payment.method.line

account.payment.register Extends TransientModel 2 fields 0 methods AccountPaymentRegister · inherits account.payment.register

account.tax Extends Model 1 field 0 methods AccountTax · inherits account.tax

account.tax.group Extends Model 2 fields 0 methods AccountTaxGroup · inherits account.tax.group

ir.actions.report Extends Model 0 fields 0 methods IrActionsReport · inherits ir.actions.report

l10n.pt.attachment New model Model 7 fields 0 methods L10nPtAttachment · Report Binaries for Portugal Stores the report binaries for all Portuguese documents, allowing reprints to utilize the same binary.

l10n_pt.at.series New model Model 9 fields 1 method L10nPtATSeries · Mapping between Odoo Series and the Official Series for the Autoridade Tributária (AT) This model allows users to add the AT series created in the Portal das Finanças. An AT Series

l10n_pt.at.series.line New model Model 9 fields 1 method L10nPtATSeriesLine · Document-specific Autoridade Tributária (AT) Series

l10n_pt.cancel New model TransientModel 1 field 1 method L10nPtCancelWizard · Wizard to allow the cancellation of documents

l10n_pt.reprint.reason New model TransientModel 1 field 1 method L10nPtReprintReason · Reprint Reason Wizard Wizard prompting user to enter reason why document is printed more than once. It is a requirement for PT Certification that this reason be recorded, for example, in the chatter.

product.product Extends Model 0 fields 1 method ProductProduct · inherits product.product

product.template Extends Model 0 fields 2 methods ProductTemplate · inherits product.template

res.company Extends Model 1 field 1 method ResCompany · inherits res.company

res.partner Extends Model 0 fields 1 method ResPartner · inherits res.partner