sos_sales/__manifest__.py

@@ -49,7 +49,8 @@
         'wizard/week_summary_wizard.xml',
         'wizard/action_plan_summary_wizard.xml',
         'wizard/sos_sales_achievement_wizard_view.xml',
-        'wizard/sos_business_performance_wizard_view.xml'
+        'wizard/sos_business_performance_wizard_view.xml',
+        'wizard/yet_to_bill_wizard_view.xml'
         
   
     ],

sos_sales/models/sos_case_diary.py

@@ -28,7 +28,7 @@ class sos_case_diary(models.Model):
         'res.users', 
         string='Sales Executive', 
         default=lambda self: self.env.user,
-        domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_sales_user').ids + self.env.ref('sos_inventory.sos_ce_head').ids)])
+        domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_sales_user').ids + self.env.ref('sos_inventory.sos_ce_head').ids + self.env.ref('sos_inventory.sos_sales_sapl_user').ids)])
     currency_id = fields.Many2one(
     'res.currency',
     string='Currency',
@@ -43,7 +43,6 @@ class sos_case_diary(models.Model):
                 ('projects', 'Projects')                   
             ],
             string="Interested In",required=True,default="products")
-    project_name = fields.Char(string="Project Name")
     products = fields.Selection(
             [
                 ('BHMS 1.2V', 'BHMS 1.2V'), 
@@ -80,7 +79,32 @@ class sos_case_diary(models.Model):
     po_copy = fields.Binary(string="PO Copy")
     po_copy_filename=fields.Char(string="PO DocumentFile Name")
     order_expected_on = fields.Date(string="Order Expected On")
-
+    sales_type = fields.Selection(
+            [
+                ('Domestic', 'Domestic'), 
+                ('International', 'International')               
+            ],
+            string="Sales Type",default="Domestic")
+    project_name= fields.Many2one('sos_projects',string="Project Name")
+    country = fields.Many2one(
+    'res.country',
+    string='Country',
+    default=lambda self: self.env['res.country'].search([('code', '=', 'IN')], limit=1)
+)
+    is_ce_user_created = fields.Boolean(
+        compute='_compute_is_ce_user_created',
+        store=True,
+        string='Created by Sales User'
+    )
+    @api.depends('create_uid')
+    def _compute_is_ce_user_created(self):
+        ce_groups = [
+            self.env.ref('sos_inventory.sos_ce_user').id
+        ]
+        for record in self:
+            record.is_ce_user_created = any(
+                gid in record.create_uid.groups_id.ids for gid in ce_groups
+            )
     @api.depends('end_customer_name', 'quote_no')
     def _compute_display_name(self):
         for rec in self:
@@ -148,8 +172,13 @@ class sos_case_diary(models.Model):
             proposal_value = last_record.current_state_value
 
         # Log brief entry
+        current_date = last_record.status_changed_on
+        start_year = current_date.year if current_date.month >= 4 else current_date.year - 1
+        end_year = start_year + 1
+        current_fy = f"FY {start_year}-{end_year}"
         self.env['sos_sales_achievement_report_brief'].create({
             'ref_id': ref_id,
+            'financial_year':current_fy,
             'customer_name': self.customer_name.id,
             'action_date': last_record.status_changed_on,
             'proposal_value': proposal_value,
@@ -235,7 +264,8 @@ class sos_case_diary(models.Model):
                     })
                     totals_by_month[order_month_year] += record.proposal_value or 0.0
                 action = self.env.ref("sos_sales.action_report_pipeline").with_context(landscape=True).report_action(
-                        self, data={'data_by_month': data_by_month,'totals_by_month': totals_by_month}
+                        self, data={'data_by_month': data_by_month,'totals_by_month': totals_by_month,
+                        'report_generated_on':date.today(),'from_date':from_date,'to_date':to_date}
                     )
                 return action
             else:

sos_sales/models/sos_customers.py

@@ -39,6 +39,20 @@ class SOS_Customers(models.Model):
     line_ids_contacts = fields.One2many('sos_customers_line', 'ref_id', string="Contact Details",copy=True)
     reporting_to = fields.Many2one('res.users', string='Reporting To')
     responsible = fields.Many2one('res.users', string='Sales Executive',default=lambda self: self.env.user)
+    is_ce_user_created = fields.Boolean(
+        compute='_compute_is_ce_user_created',
+        store=True,
+        string='Created by Sales User'
+    )
+    @api.depends('create_uid')
+    def _compute_is_ce_user_created(self):
+        ce_groups = [
+            self.env.ref('sos_inventory.sos_ce_user').id
+        ]
+        for record in self:
+            record.is_ce_user_created = any(
+                gid in record.create_uid.groups_id.ids for gid in ce_groups
+            )
     @api.model
     def create(self, vals):
         create_uid = vals.get('create_uid', self.env.uid)

sos_sales/models/sos_proposal_boq.py

@@ -7,12 +7,13 @@ class Battery_Installation_Requirement(models.Model):
     _name = 'sos_proposal_boq'
     _description = 'Battery Installation Details'
     _rec_name="proposal_id"
-    _order = 'proposal_id asc' 
+    _order = 'id desc' 
     _sql_constraints = [
     ('unique_proposal_id', 'unique(proposal_id)', 'Proposal ID must be unique!')
 ]
     proposal_id = fields.Many2one('sos_proposal_customer_requirement',string="Proposal ID", required= True,
                                   domain=lambda self: [('id', 'not in', self.env['sos_proposal_boq'].search([]).mapped('proposal_id').ids)])
+    sales_executive = fields.Many2one('res.users', string='Requirement Submitted By',related="proposal_id.requirement_submitted_by_name")
     customer_name = fields.Char(string="Customer Name")
     location = fields.Char(string="Location")
     number_of_batteries = fields.Integer(string="Number of Batteries")
@@ -63,10 +64,17 @@ class Battery_Installation_Requirement(models.Model):
     warranty_percentage = fields.Float(string="Warranty(%)")
     final_cost = fields.Monetary(string="Final Cost", compute='_compute_final_cost', store=True, currency_field='currency_id')
     final_cost_per_battery = fields.Monetary(string="Final Cost", compute='_compute_final_cost_per_battery', store=True, currency_field='currency_id')
+    final_cost_by_acc = fields.Monetary(string="Final Cost By Accounts", currency_field='currency_id')
+    final_total = fields.Monetary(string="Final Cost", compute='_compute_final_cost_acc', store=True, currency_field='currency_id')
     communication_type = fields.Selection([
         ('wired', 'Wired'),
         ('wireless', 'Wireless')
     ], string="Communication Type", default='wired')
+    slave_type = fields.Selection([
+        ('15S Individual Slave', '15S Individual Slave'),
+        ('90S Electrical Panel', '90S Electrical Panel'),
+        ('60S Electrical Panel', '60S Electrical Panel')
+    ], string="Slave Type", default='15S Individual Slave')
     specific_requirements = fields.Html(string="Specific Requirements")
 
     #CE Team Fields
@@ -85,7 +93,8 @@ class Battery_Installation_Requirement(models.Model):
     man_month_1to2_yrs_cost = fields.Monetary(string="Cost", currency_field='currency_id')
     man_month_2to3_yrs_cost = fields.Monetary(string="Cost", currency_field='currency_id')
     man_month_manager_cost = fields.Monetary(string="Cost", currency_field='currency_id')
-    iandc_costing=fields.Monetary(readonly=False,string="I & C Costing",currency_field='currency_id',compute='_compute_iandc_expense')
+    iandc_costing=fields.Monetary(readonly=False,string="I & C Man Month Cost",currency_field='currency_id',compute='_compute_iandc_expense')
+    iandc_travel_cost = fields.Monetary(string="Travel Cost", currency_field='currency_id')
     #FG Fields
     line_ids_fg_ups1 = fields.One2many('sos_proposal_boq_fg', 'ref_id', string="FG UPS 1",compute='_compute_line_ids_by_ups',store=False)
     line_ids_fg_ups2 = fields.One2many('sos_proposal_boq_fg', 'ref_id', string="FG UPS 2",compute='_compute_line_ids_by_ups',store=False)
@@ -148,21 +157,21 @@ class Battery_Installation_Requirement(models.Model):
 
 
     #Installation Kit Fields
-    line_ids_installation_kit_ups1 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 1",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups1 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 1",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups2 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 2",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups2 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 2",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups3 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 3",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups3 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 3",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups4 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 4",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups4 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 4",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups5 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 5",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups5 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 5",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups6 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 6",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups6 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 6",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups7 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 7",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups7 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 7",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups8 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 8",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups8 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 8",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups9 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 9",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups9 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 9",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups10 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 10",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups10 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 10",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups11 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 11",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups11 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 11",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups12 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 12",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups12 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 12",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups13 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 13",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups13 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 13",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups14 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 14",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups14 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 14",compute='_compute_line_ids_by_ups',store=False,readonly=False)
-    line_ids_installation_kit_ups15 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 15",compute='_compute_line_ids_by_ups',store=False)
+    line_ids_installation_kit_ups15 = fields.One2many('sos_proposal_line_material_installation', 'ref_id', string="Installation Kit UPS 15",compute='_compute_line_ids_by_ups',store=False,readonly=False)
 
     #Miscellaneous Kit Fields
     line_ids_miscellaneous_ups1 = fields.One2many('sos_proposal_miscellaneous_items', 'ref_id', string="Miscellaneous UPS 1",compute='_compute_line_ids_by_ups',store=False)
@@ -199,7 +208,7 @@ class Battery_Installation_Requirement(models.Model):
     ups15_total = fields.Float(string="UPS 15 Total Cost", compute='_compute_ups_total', store=True)
 
     extra_lines_cost = fields.Monetary(string="Cost", compute='_compute_extra_lines_cost', store=True, currency_field='currency_id')
-    packing_and_forwarding = fields.Monetary(string="Packing & Forwarding", currency_field='currency_id',store=True)
+    packing_and_forwarding = fields.Monetary(string="Packing & Forwarding", currency_field='currency_id',store=True,compute="_compute_packing_and_forwarding",compute_sudo=True)
     additional_warranty = fields.Monetary(string="Additional Warranty", currency_field='currency_id',store=True)
     line_ids_spare_ups1 = fields.One2many('sos_proposal_line_spare_ups1','ref_id', string="Spare UPS 1")
     line_ids_spare_ups2 = fields.One2many('sos_proposal_line_spare_ups2', 'ref_id',string="Spare UPS 2")
@@ -216,6 +225,33 @@ class Battery_Installation_Requirement(models.Model):
     line_ids_spare_ups13 = fields.One2many('sos_proposal_line_spare_ups13','ref_id', string="Spare UPS 13")
     line_ids_spare_ups14 = fields.One2many('sos_proposal_line_spare_ups14','ref_id', string="Spare UPS 14")
     line_ids_spare_ups15 = fields.One2many('sos_proposal_line_spare_ups15','ref_id', string="Spare UPS 15")
+    
+    @api.depends(
+        'final_cost_by_acc','number_of_batteries'
+    )
+    def _compute_final_cost_acc(self):
+        for rec in self:
+            rec.final_total = rec.final_cost_by_acc * rec.number_of_batteries
+
+    @api.depends(
+        'proposal_id.number_of_batteries',
+        'proposal_id.number_of_ups',
+        'proposal_id.direction',
+    )
+    def _compute_packing_and_forwarding(self):
+        for rec in self:
+            val = 0.0
+            p = rec.proposal_id
+            if p:
+                packing_calculation = 1200
+                packing_kg_12V = 100 * (p.number_of_ups or 0)
+                direction = (p.direction or '').strip()
+                rate = 20 if direction == "North" else 19 if direction == "West" \
+                       else 23 if direction == "East" else 13
+                forwarding_calculation = rate * packing_kg_12V
+                base_amount = 1.20 * (packing_calculation + forwarding_calculation)
+                val = base_amount * 1.18
+            rec.packing_and_forwarding = val
     def _compute_merged_spare_html(self):
         for rec in self:
             # Collect lines from ups1..ups15 (skip models that don't exist)
@@ -228,16 +264,17 @@ class Battery_Installation_Requirement(models.Model):
                 if model not in self.env:
                     continue
                 for l in self.env[model].search([('ref_id', '=', rec.id)]):
-                    unit_price = l.unit_price or 0.0
+                    if l.production_cost:
-                    curr_id = l.currency_id.id if l.currency_id else False
+                        unit_price = l.unit_price or 0.0
-                    key = (l.component_id.id, l.uom, curr_id, unit_price)
+                        curr_id = l.currency_id.id if l.currency_id else False
+                        key = (l.component_id.id, l.uom, curr_id, unit_price)
 
-                    agg[key] += float(l.quantity or 0)
+                        agg[key] += float(l.quantity or 0)
-                    if key not in name_map:
+                        if key not in name_map:
-                        # Use part number (fallback to component name if needed)
+                            # Use part number (fallback to component name if needed)
-                        name_map[key] = (getattr(l.component_id, 'part_no', False) or l.component_id.name or '')
+                            name_map[key] = (getattr(l.component_id, 'part_no', False) or l.component_id.name or '')
-                        curr_map[key] = l.currency_id if l.currency_id else False
+                            curr_map[key] = l.currency_id if l.currency_id else False
-                        price_map[key] = unit_price
+                            price_map[key] = unit_price
 
             rows_sorted = sorted(agg.items(), key=lambda it: name_map[it[0]].lower())
             if not rows_sorted:
@@ -374,15 +411,16 @@ class Battery_Installation_Requirement(models.Model):
             price_map = {}
 
             for l in lines:
-                unit_price = l.unit_price or 0.0
+                if l.production_cost:
-                curr_id = l.currency_id.id if l.currency_id else False
+                    unit_price = l.unit_price or 0.0
-                key = (l.component_id.id, l.uom, curr_id, unit_price)
+                    curr_id = l.currency_id.id if l.currency_id else False
+                    key = (l.component_id.id, l.uom, curr_id, unit_price)
 
-                agg[key] += float(l.quantity or 0)
+                    agg[key] += float(l.quantity or 0)
-                if key not in name_map:
+                    if key not in name_map:
-                    name_map[key] = l.component_id.part_no or ''
+                        name_map[key] = l.component_id.part_no or ''
-                    curr_map[key] = l.currency_id if l.currency_id else False
+                        curr_map[key] = l.currency_id if l.currency_id else False
-                    price_map[key] = unit_price
+                        price_map[key] = unit_price
 
             rows_sorted = sorted(agg.items(), key=lambda it: name_map[it[0]].lower())
             if not rows_sorted:
@@ -524,15 +562,16 @@ class Battery_Installation_Requirement(models.Model):
             price_map = {}
 
             for l in lines:
-                unit_price = l.unit_price or 0.0
+                if l.production_cost:
-                curr_id = l.currency_id.id if l.currency_id else False
+                    unit_price = l.unit_price or 0.0
-                key = (l.component_id.id, l.uom, curr_id, unit_price)
+                    curr_id = l.currency_id.id if l.currency_id else False
+                    key = (l.component_id.id, l.uom, curr_id, unit_price)
 
-                agg[key] += float(l.quantity or 0)
+                    agg[key] += float(l.quantity or 0)
-                if key not in name_map:
+                    if key not in name_map:
-                    name_map[key] = l.component_id.name or ''
+                        name_map[key] = l.component_id.name or ''
-                    curr_map[key] = l.currency_id if l.currency_id else False
+                        curr_map[key] = l.currency_id if l.currency_id else False
-                    price_map[key] = unit_price
+                        price_map[key] = unit_price
 
             rows_sorted = sorted(agg.items(), key=lambda it: name_map[it[0]].lower())
             if not rows_sorted:
@@ -599,15 +638,16 @@ class Battery_Installation_Requirement(models.Model):
             price_map = {}
 
             for l in lines:
-                unit_price = l.unit_price or 0.0
+                if l.production_cost:
-                curr_id = l.currency_id.id if l.currency_id else False
+                    unit_price = l.unit_price or 0.0
-                key = (l.component_id.id, l.uom, curr_id, unit_price)
+                    curr_id = l.currency_id.id if l.currency_id else False
+                    key = (l.component_id.id, l.uom, curr_id, unit_price)
 
-                agg[key] += float(l.quantity or 0)
+                    agg[key] += float(l.quantity or 0)
-                if key not in name_map:
+                    if key not in name_map:
-                    name_map[key] = l.component_id.name or ''
+                        name_map[key] = l.component_id.name or ''
-                    curr_map[key] = l.currency_id if l.currency_id else False
+                        curr_map[key] = l.currency_id if l.currency_id else False
-                    price_map[key] = unit_price
+                        price_map[key] = unit_price
 
             rows_sorted = sorted(agg.items(), key=lambda it: name_map[it[0]].lower())
             if not rows_sorted:
@@ -707,10 +747,10 @@ class Battery_Installation_Requirement(models.Model):
     #     for rec in self:
     #         rec.transport_expense = 5000
 
-    @api.depends('no_of_days','man_month_1to2_yrs_persons','man_month_2to3_yrs_persons','man_month_manager_persons','man_month_1to2_yrs_cost','man_month_2to3_yrs_cost','man_month_manager_cost')
+    @api.depends('iandc_travel_cost','no_of_days','man_month_1to2_yrs_persons','man_month_2to3_yrs_persons','man_month_manager_persons','man_month_1to2_yrs_cost','man_month_2to3_yrs_cost','man_month_manager_cost')
     def _compute_iandc_expense(self):
         for rec in self:
-            rec.iandc_costing = ((rec.man_month_1to2_yrs_persons * rec.man_month_1to2_yrs_cost) +
+            rec.iandc_costing = rec.iandc_travel_cost + ((rec.man_month_1to2_yrs_persons * rec.man_month_1to2_yrs_cost) +
                                 (rec.man_month_2to3_yrs_persons * rec.man_month_2to3_yrs_cost) +
                                 (rec.man_month_manager_persons * rec.man_month_manager_cost)) * rec.no_of_days
     
@@ -719,10 +759,10 @@ class Battery_Installation_Requirement(models.Model):
         for record in self:
             record.extra_lines_cost = sum(line.cost for line in record.extra_cost_line_ids)
     
-    @api.depends('iandc_costing','warranty_cost', 'total_cost','margin','extra_lines_cost','packing_and_forwarding','additional_warranty')
+    @api.depends('warranty_cost', 'total_cost','margin','extra_lines_cost','packing_and_forwarding','additional_warranty','iandc_costing')
     def _compute_final_cost(self):
         for rec in self:
-            rec.final_cost = rec.warranty_cost + rec.total_cost + rec.margin + rec.extra_lines_cost + rec.packing_and_forwarding + rec.additional_warranty + rec.iandc_costing
+            rec.final_cost =  rec.warranty_cost + rec.total_cost + rec.margin + rec.extra_lines_cost + rec.packing_and_forwarding + rec.additional_warranty + rec.iandc_costing
 
     @api.depends('total_cost', 'warranty_percentage')
     def _compute_warranty(self):
@@ -879,8 +919,10 @@ class Battery_Installation_Requirement(models.Model):
     @api.model
     def create(self, vals):
         record = super().create(vals)
-        if vals.get('proposal_id'):
+        if vals.get('proposal_id') and vals.get('products') == "BHMS 12V":
-            record._generate_boq_lines_from_proposal()
+            record._generate_boq_lines_from_proposal_12v()
+        elif vals.get('proposal_id') and vals.get('products') == "BHMS 1.2V" and vals.get('slave_type')  == "15S Individual Slave":
+            record._generate_boq_lines_from_proposal_15s()
         return record
 
     @api.onchange('proposal_id')
@@ -898,37 +940,186 @@ class Battery_Installation_Requirement(models.Model):
         self.number_of_ups = self.proposal_id.number_of_ups
         self.products = self.proposal_id.products
         self.communication_type = self.proposal_id.communication_type
+        self.slave_type = self.proposal_id.slave_type
         self.specific_requirements = self.proposal_id.specific_requirements
-        multiplier = max(1, math.ceil(self.proposal_id.number_of_batteries / 20))
+   
-        if self.proposal_id.number_of_batteries < 100:
-            self.engineers_nos = 1
-            self.no_of_days = multiplier
-        else:
-            self.engineers_nos = 2
-            self.no_of_days = multiplier / 2
-        packing_calculation = 1200 
-        packing_kg_12V = 100 * self.proposal_id.number_of_ups
-        direction = self.proposal_id.direction
-        if direction == "North":
-            forwarding_calculation = 20 * packing_kg_12V
-        elif direction == "West":
-            forwarding_calculation = 19 * packing_kg_12V
-        elif direction == "East":
-            forwarding_calculation = 23 * packing_kg_12V
-        else:
-            forwarding_calculation = 13 * packing_kg_12V
-        base_amount = 1.20 * (packing_calculation + forwarding_calculation)
-        self.packing_and_forwarding = base_amount * 1.18
-
-        # Clear all lines
         self.line_ids_fg = [(5, 0, 0)]
         self.line_ids_sfg = [(5, 0, 0)]
         self.line_ids_material = [(5, 0, 0)]
         self.line_ids_installation_kit = [(5, 0, 0)]
         self.line_ids_miscellaneous = [(5, 0, 0)]
-        self._generate_boq_lines_from_proposal()
+        if self.products == 'BHMS 12V':
+            self._generate_boq_lines_from_proposal_12v()
+        elif self.products == 'BHMS 1.2V':
+            self._generate_boq_lines_from_proposal_15s()
+    def _generate_boq_lines_from_proposal_15s(self):
+        if not self.proposal_id:
+            return
+        record = self.env['sos_deliverables_config'].search([
+            ('fg_name', '=', self.products),
+            ('slave_type', '=', self.slave_type)
+        ], limit=1)
+        if record and self.number_of_ups:
+            fg_lines = []
+            sfg_lines = []
+            material_lines = []
+            install_kit_lines = []
+            misc_lines = []
 
-    def _generate_boq_lines_from_proposal(self):
+            for ups_index in range(1, self.number_of_ups + 1):
+                for line in record.fg_ids:
+                    single_set_qty = 1
+                    if line.item_type == 'Master Panel':
+                        single_set_qty = 1 
+                    elif line.item_type == 'CT Module':
+                        matching_ups_line = self.proposal_id.ups_line_ids.filtered(lambda l: l.ups_index == ups_index)
+                        if matching_ups_line:
+                            number_of_strings_per_battery = matching_ups_line.number_of_strings_per_battery
+                            single_set_qty = number_of_strings_per_battery 
+                            ct_module = ((matching_ups_line.ups_capacity_kva * 1000) / (12 * matching_ups_line.number_of_batteries)) / 10
+                            if 0 <= ct_module < 100:
+                                material_code="MDS070"
+                            elif 100 <= ct_module < 200:
+                                material_code="MDS071"
+                            elif 200 <= ct_module < 300:
+                                material_code="MDS069"
+                            else:
+                                material_code="MDS040"
+                            material_record=self.env['sos_material'].search([('material_code', '=', material_code)],limit=1)
+                            material_lines.append((0, 0, {
+                                'component_id': material_record.id,
+                                'uom': material_record.uom,
+                                'singet_set_qty':single_set_qty,
+                                'unit_price': material_record.unit_price,
+                                'description': material_record.description,
+                                'ups_index': ups_index,
+                                'production_cost':True
+                            }))
+                    elif line.item_type == 'Slave Module':
+                        matching_ups_line = self.proposal_id.ups_line_ids.filtered(lambda l: l.ups_index == ups_index)
+                        if matching_ups_line:
+                            single_set_qty = math.ceil((matching_ups_line.number_of_batteries / 15)
+                           * matching_ups_line.number_of_strings_per_battery)
+                    name_lower = (line.component_id.name or "").lower()
+                    is_electrical_panel = "electrical panel" in name_lower
+
+                    # Find the UPS line for this index (use first match if multiple)
+                    matching_ups_line = self.proposal_id.ups_line_ids.filtered(lambda l: l.ups_index == ups_index)[:1]
+                    num_strings = (matching_ups_line.number_of_strings_per_battery
+                                if matching_ups_line and matching_ups_line.number_of_strings_per_battery
+                                else 0)
+
+                    fg_lines.append((0, 0, {
+                        'component_id': line.component_id.id,
+                        'uom': line.uom,
+                        'unit_price': line.component_id.unit_price,      # no panel-based zeroing
+                        'description': line.description,
+                        'item_type': line.item_type,
+                        'total_set': 1,                                  # stays 1
+                        'singet_set_qty': num_strings if is_electrical_panel else single_set_qty,
+                        'production_cost': line.add_production_cost,
+                        'ups_index': ups_index,
+                    }))
+
+                for line in record.sfg_ids:
+                    if line.item_type == 'Master Panel':
+                        single_set_qty = 1 
+                    elif line.item_type == 'Battery Count':
+                        matching_ups_line = self.proposal_id.ups_line_ids.filtered(lambda l: l.ups_index == ups_index)
+                        if matching_ups_line:
+                            single_set_qty = matching_ups_line.number_of_batteries
+                    elif line.item_type == 'CT Module':
+                        matching_ups_line = self.proposal_id.ups_line_ids.filtered(lambda l: l.ups_index == ups_index)
+                        if matching_ups_line:
+                            number_of_strings_per_battery = matching_ups_line.number_of_strings_per_battery
+                            single_set_qty = number_of_strings_per_battery # example logic
+                    elif line.item_type == 'Slave Module':
+                        matching_ups_line = self.proposal_id.ups_line_ids.filtered(lambda l: l.ups_index == ups_index)
+                        if matching_ups_line:
+                            single_set_qty = math.ceil((matching_ups_line.number_of_batteries)/4) * matching_ups_line.number_of_strings_per_battery
+
+                    sfg_lines.append((0, 0, {
+                        'component_id': line.component_id.id,
+                        'uom': line.uom,
+                        'unit_price': line.component_id.unit_price,
+                        'description': line.description,
+                        'item_type': line.item_type,
+                        'singet_set_qty': single_set_qty,
+                        'production_cost': line.add_production_cost,
+                        'ups_index': ups_index
+                    }))
+
+
+                for line in record.material_ids:
+                    if line.item_type == 'Internet Module' and self.proposal_id.internet_connectivity != 'yes':
+                        continue
+                    if line.item_type == 'Master Panel':
+                        single_set_qty = 1 * line.quantity
+                    elif line.item_type == 'Battery Count':
+                        matching_ups_line = self.proposal_id.ups_line_ids.filtered(lambda l: l.ups_index == ups_index)
+                        if matching_ups_line:
+                            single_set_qty = matching_ups_line.number_of_batteries
+                    elif line.item_type == 'CT Module':
+                        matching_ups_line = self.proposal_id.ups_line_ids.filtered(lambda l: l.ups_index == ups_index)
+                        if matching_ups_line:
+                            number_of_strings_per_battery = matching_ups_line.number_of_strings_per_battery
+                            single_set_qty = number_of_strings_per_battery * line.quantity
+                    elif line.item_type == 'Slave Module':
+                        matching_ups_line = self.proposal_id.ups_line_ids.filtered(lambda l: l.ups_index == ups_index)
+                        if matching_ups_line:
+                            single_set_qty = (math.ceil((matching_ups_line.number_of_batteries)/4) * matching_ups_line.number_of_strings_per_battery) *  line.quantity
+
+                    material_lines.append((0, 0, {
+                        'component_id': line.component_id.id,
+                        'uom': line.uom,
+                        'unit_price': line.component_id.unit_price,
+                        'description': line.description,
+                        'item_type': line.item_type,
+                        'singet_set_qty': single_set_qty,
+                        'production_cost': line.add_production_cost,
+                        'ups_index': ups_index
+                    }))
+
+                for line in record.installation_kit_ids:
+                    if line.item_type == 'Master Panel':
+                        single_set_qty = 1 * line.quantity
+                    elif line.item_type == 'CT Module':
+                        matching_ups_line = self.proposal_id.ups_line_ids.filtered(lambda l: l.ups_index == ups_index)
+                        if matching_ups_line:
+                            number_of_strings_per_battery = matching_ups_line.number_of_strings_per_battery
+                            single_set_qty = number_of_strings_per_battery * line.quantity
+                    elif line.item_type == 'Slave Module':
+                        matching_ups_line = self.proposal_id.ups_line_ids.filtered(lambda l: l.ups_index == ups_index)
+                        if matching_ups_line:
+                            single_set_qty = (math.ceil((matching_ups_line.number_of_batteries)/4) * matching_ups_line.number_of_strings_per_battery) *  line.quantity
+
+                    install_kit_lines.append((0, 0, {
+                        'component_id': line.component_id.id,
+                        'uom': line.uom,
+                        'unit_price': line.component_id.unit_price,
+                        'description': line.description,
+                        'item_type': line.item_type,
+                        'singet_set_qty': single_set_qty,
+                        'production_cost': line.add_production_cost,
+                        'ups_index': ups_index
+                    }))
+
+                misc_lines += [(0, 0, {
+                    'name': line.name,
+                    'cost': line.cost,
+                    'quantity': line.quantity,
+                    'ups_index': ups_index
+                }) for line in record.miscellaneous_ids]
+
+            self.write({
+                'line_ids_fg': fg_lines,
+                'line_ids_sfg': sfg_lines,
+                'line_ids_material': material_lines,
+                'line_ids_installation_kit': install_kit_lines,
+                'line_ids_miscellaneous': misc_lines
+            })
+
+    def _generate_boq_lines_from_proposal_12v(self):
         if not self.proposal_id:
             return
 
@@ -1142,33 +1333,81 @@ class Battery_Installation_Requirement(models.Model):
         'boq_submitted_by_approved_on'
     )
     def action_acc_esign_btn(self):
+        self.ensure_one()
         sequence_util = self.env['sos_common_scripts']
 
-        body_html = """
+        # ---- Pretty values with fallbacks ----
-        <p>Below <b>Proposal</b> is waiting for your Updation</p>
+        customer = self.customer_name or '—'
+        location = self.location or '—'
+        batteries = int(self.number_of_batteries or 0)
+        currency_symbol = self.env.company.currency_id.symbol or ''
+        final_cost = float(self.final_cost_by_acc or 0.0)
+        final_cost_disp = f"{currency_symbol} {final_cost:,.2f}"
+        warranty = self.proposal_id.warranty
+        insta_location = self.proposal_id.installation_location or '—'
+
+        # ---- HTML body ----
+        body_html = f"""
+        <div style="font-family:Inter, Arial, sans-serif; color:#111827;">
+        <p style="margin:0 0 10px 0;">
+            Below <b>Proposal Costing</b> was completed. You can proceed with the proposal builder.
+        </p>
+        <table style="border-collapse:separate;border-spacing:0; width:100%; max-width:560px; background:#fff; border:1px solid #e5e7eb; border-radius:8px; overflow:hidden;">
+            <tbody>
+            <tr style="background:#f9fafb;">
+                <td style="padding:10px 12px; width:40%; color:#303236;">Customer</td>
+                <td style="padding:10px 12px;"><b>{customer}</b></td>
+            </tr>
+            <tr>
+                <td style="padding:10px 12px; color:#303236;">Delivery Location</td>
+                <td style="padding:10px 12px;">{location}</td>
+            </tr>
+            <tr>
+                <td style="padding:10px 12px; color:#303236;">Installation Location</td>
+                <td style="padding:10px 12px;">{insta_location}</td>
+            </tr>
+            <tr style="background:#f9fafb;">
+                <td style="padding:10px 12px; color:#303236;">Number of Batteries</td>
+                <td style="padding:10px 12px;">{batteries:,}</td>
+            </tr>
+            <tr style="background:#f9fafb;">
+                <td style="padding:10px 12px; color:#303236;">Warranty (In Months)</td>
+                <td style="padding:10px 12px;">{warranty}</td>
+            </tr>
+            <tr>
+                <td style="padding:10px 12px; color:#303236;"> Final MSP per Battery</td>
+                <td style="padding:10px 12px;"><b>{final_cost_disp}</b></td>
+            </tr>
+            </tbody>
+        </table>
+
+        
+        </div><br></br>
         """
+
+        # Who submitted requirements?
         req_submitted_by = self.env['sos_proposal_customer_requirement'].search([
             ('proposal_id', '=', self.proposal_id.proposal_id)
         ], limit=1)
 
-        # Send email only if login exists
         if req_submitted_by and req_submitted_by.requirement_submitted_by_name and req_submitted_by.requirement_submitted_by_name.login:
             sequence_util.send_direct_email(
                 self.env,
                 "sos_proposal_boq",
                 self.id,
                 req_submitted_by.requirement_submitted_by_name.login,
-                f"Costing Done - {self.proposal_id.proposal_id}",
+                f"Costing Done - {customer}",
                 body_html
             )
 
-        # Assign signature
+        # Assign signature (account approval)
         return sequence_util.action_assign_signature(
-            self, 
+            self,
             'acc_approved_by_name',
             'acc_approved_on'
         )
 
+
 class SOS_Proposal_BOQ_Material(models.Model):
     _name = 'sos_proposal_boq_material'
     _description = 'Proposal BOQ Material Lines'

sos_sales/models/sos_proposal_builder.py

@@ -8,6 +8,7 @@ class SOS_Proposal_Builder(models.Model):
     _rec_name="proposal_id"
 
     proposal_id = fields.Many2one('sos_proposal_customer_requirement',string="Proposal ID", required= True)
+    sales_executive = fields.Many2one('res.users', string='Requirement Submitted By',related="proposal_id.requirement_submitted_by_name")
     customer_name = fields.Char(string="Customer Name")
     customer_logo=fields.Binary(string="Customer Logo")
     doc_attachement = fields.Binary(string="Attachments",help="Any attachments to be attached with Proposal")
@@ -190,7 +191,7 @@ class SOS_Proposal_Builder(models.Model):
         if self.proposal_id:
             self.customer_name = self.proposal_id.customer_name
             boq = self.env['sos_proposal_boq'].search([('proposal_id', '=', self.proposal_id.id)], limit=1, order='id desc')
-            self.total_cost = boq.final_cost
+            self.total_cost = boq.final_cost_by_acc
 
     @api.depends('buffer_in_percentage', 'total_cost')
     def _compute_total_with_buffer(self):
@@ -204,7 +205,7 @@ class SOS_Proposal_Builder(models.Model):
                 [('proposal_id', '=', rec.proposal_id.id)],
                 limit=1, order='id desc'
         )
-        rec.total_cost = boq.final_cost if boq else 0.0
+        rec.total_cost = boq.final_cost_by_acc if boq else 0.0
     @api.model
     def create(self, vals):
         if vals.get('proposal_id') and not vals.get('total_cost'):
@@ -212,7 +213,7 @@ class SOS_Proposal_Builder(models.Model):
                 [('proposal_id', '=', vals['proposal_id'])], limit=1, order='id desc'
             )
             if boq:
-                vals['total_cost'] = boq.final_cost
+                vals['total_cost'] = boq.final_cost_by_acc
         return super().create(vals)
 
     def write(self, vals):
@@ -221,7 +222,7 @@ class SOS_Proposal_Builder(models.Model):
                 [('proposal_id', '=', vals['proposal_id'])], limit=1, order='id desc'
             )
             if boq:
-                vals['total_cost'] = boq.final_cost
+                vals['total_cost'] = boq.final_cost_by_acc
         return super().write(vals)
 
 class SOS_Technical_Diagrams(models.Model):

sos_sales/models/sos_proposal_customer_requirement.py

@@ -5,6 +5,7 @@ class Battery_Installation_Requirement(models.Model):
     _name = 'sos_proposal_customer_requirement'
     _description = 'Battery Installation Details'
     _rec_name="proposal_id"
+    _order = 'id desc' 
     proposal_id = fields.Char(string="Proposal ID", readonly= True, required= True, default=lambda self: self._generate_id())
     customer_name = fields.Char(string="Customer Name", required=True)
     location = fields.Char(string="Delivery Location")
@@ -58,7 +59,7 @@ class Battery_Installation_Requirement(models.Model):
     duct_type = fields.Selection([
         ('pvc', 'PVC'),
         ('metal', 'Metal')
-    ], string="Duct Type", default='metal')
+    ], string="Duct Type", default='pvc')
     communication_type = fields.Selection([
         ('wired', 'Wired'),
         ('wireless', 'Wireless')
@@ -70,6 +71,7 @@ class Battery_Installation_Requirement(models.Model):
     ups_line_ids = fields.One2many('dynamic_ups_line', 'parent_id', string="UPS Details")
     warranty=fields.Char(string="Warranty (In Months)")
     # Fields for 1.2V
+    spare_count = fields.Integer(string="Spare Count")
     master_type = fields.Selection([
         ('AC 110V', 'AC 110V'),
         ('AC 220V', 'AC 220V'),
@@ -78,7 +80,8 @@ class Battery_Installation_Requirement(models.Model):
     ], string="Master Type", default='AC 110V')
     slave_type = fields.Selection([
         ('15S Individual Slave', '15S Individual Slave'),
-        ('90S Electrical Panel', '90S Electrical Panel')
+        ('60S Electrical Panel', '60S Electrical Panel'),
+        ('90S Electrical Panel', '90S Electrical Panel'),
     ], string="Slave Type", default='15S Individual Slave')
     ntc = fields.Selection([
         ('Individual', 'Individual'),

sos_sales/models/sos_sales_achievement_report.py

@@ -14,8 +14,12 @@ class SOS_Sales_Achievement_Report(models.Model):
         ('unique_financial_year_sales_person', 'UNIQUE(financial_year, sales_person)', 'The combination of Financial Year and Sales Person must be unique.')
     ]
     display_name = fields.Char(string="Name", compute='_compute_display_name', store=True)
+    category = fields.Selection([
+    ('sales', 'Sales'),
+    ('export', 'Export')
+    ], string="Category", required=True, default='sales')
     financial_year = fields.Char(string="Financial Year", default=lambda self: self._get_financial_year())
-    sales_person = fields.Many2one('res.users', string='Sales person',required=True)
+    sales_person = fields.Many2one('res.users', string='Sales person')
     overall_target = fields.Float(string="Overall Target")
     opening_balance = fields.Float(string="Opening Balance")
     planned_target_april = fields.Float(string="Planned For April")
@@ -105,7 +109,7 @@ class SOS_Sales_Achievement_Report(models.Model):
     ytd_target = fields.Float(string="YTD Total", store=True, compute="_compute_ytd_target")
     ytd_sales = fields.Float(string="YTD Sales", store=True, compute="_compute_ytd_sales_target")
     ytd_sales_percentage = fields.Float(string="YTD Sales Percentage", store=True, compute="_compute_ytd_sales_percentage")
-    ytd_yet_to_billed = fields.Float(string="YTD Billed", store=True,compute="_compute_ytd_yet_to_billed")
+    ytd_yet_to_billed = fields.Float(string="YTD Billed")
     ytd_billed = fields.Float(string="YTD Billed", store=True,compute="_compute_ytd_billed")
     ytd_collected = fields.Float(string="YTD Collected", store=True,compute="_compute_ytd_collected")
     line_ids = fields.One2many('sos_sales_achievement_report_brief', 'ref_id',copy=True)
@@ -114,10 +118,26 @@ class SOS_Sales_Achievement_Report(models.Model):
             'ref_id', 
             string="Billing Collection Lines"
         )  
-    @api.depends('financial_year', 'sales_person')
+    def action_yet_to_bill(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Yet To Bill',
+            'res_model': 'yet_to_bill_wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'brief_ref_id': self.id,  # scopes wizard to this report's brief lines
+            }
+        }
+    @api.depends('category','financial_year', 'sales_person')
     def _compute_display_name(self):
         for record in self:
-            record.display_name = f"{record.financial_year or ''} / {record.sales_person.name or ''}"
+            if record.category == "sales":
+                record.display_name = f"{record.financial_year or ''} / {record.sales_person.name or ''}"
+            else:
+                record.display_name = f"{record.financial_year or ''} / Export"
+
 
     @api.depends('opening_balance', 'actual_target_april', 'billed_target_april')
     def _compute_yet_to_billed_april(self):
@@ -158,31 +178,7 @@ class SOS_Sales_Achievement_Report(models.Model):
 
 
 
-    @api.depends(
-            'yet_to_billed_target_april', 'yet_to_billed_target_may', 'yet_to_billed_target_june',
-            'yet_to_billed_target_july', 'yet_to_billed_target_august', 'yet_to_billed_target_september',
-            'yet_to_billed_target_october', 'yet_to_billed_target_november', 'yet_to_billed_target_december',
-            'yet_to_billed_target_january', 'yet_to_billed_target_february', 'yet_to_billed_target_march'
-        )
-    def _compute_ytd_yet_to_billed(self):
-        month_map = [
-            'april', 'may', 'june', 'july', 'august', 'september',
-            'october', 'november', 'december',
-            'january', 'february', 'march'
-        ]
-        current_month = date.today().month
 
-        # In FY April to March, January=10th index
-        if current_month >= 4:
-            months_to_include = month_map[:current_month - 4 + 1]
-        else:
-            months_to_include = month_map[:current_month + 9 + 1]
-
-        for rec in self:
-            total = 0.0
-            for m in months_to_include:
-                total += getattr(rec, f'yet_to_billed_target_{m}', 0.0)
-            rec.ytd_yet_to_billed = total
     def action_view_billed_lines(self):
         self.ensure_one()
 
@@ -193,29 +189,31 @@ class SOS_Sales_Achievement_Report(models.Model):
         else:
             view_id = self.env.ref('sos_sales.view_sos_billed_collection_wizard_form_collected').id
 
-        # Extract year from financial_year string like 'FY 2025-2026'
         match = re.search(r'FY\s*(\d{4})', self.financial_year or '')
         year = int(match.group(1)) if match else date.today().year
 
-        # Get month date range
         last_day = calendar.monthrange(year, month)[1]
         from_date = date(year, month, 1)
         to_date = date(year, month, last_day)
+        if self.category == "sales":
+            sales_person_id = self.sales_person.id or self.ref('sales_person').id
 
-        # Use the actual related record's value (not the related field)
+            if not sales_person_id:
-        sales_person_id = self.sales_person.id or self.ref('sales_person').id
+                raise UserError("Sales person is missing in this record.")
 
-        # If sales_person is still None, raise a warning
+            billed_lines = self.env['sos_billing_collection'].search([
-        if not sales_person_id:
+                ('sales_person', '=', sales_person_id),
-            raise UserError("Sales person is missing in this record.")
+                ('action_status', '=', action),
-
+                ('date_of_action', '>=', from_date),
-        # Search filtered billing lines
+                ('date_of_action', '<=', to_date),
-        billed_lines = self.env['sos_billing_collection'].search([
+            ])
-            ('sales_person', '=', sales_person_id),
+        else:
-            ('action_status', '=', action),
+            billed_lines = self.env['sos_billing_collection'].search([
-            ('date_of_action', '>=', from_date),
+                ('category', '=', "export"),
-            ('date_of_action', '<=', to_date),
+                ('action_status', '=', action),
-        ])
+                ('date_of_action', '>=', from_date),
+                ('date_of_action', '<=', to_date),
+            ])
         wizard = self.env['sos_billed_collection_wizard'].create({
             'main_parent_id': self.id,
             'billed_line_ids': [(6, 0, billed_lines.ids)],
@@ -246,9 +244,14 @@ class SOS_Sales_Achievement_Report(models.Model):
     #     }
     def action_view_brief_lines_acc(self):
         self.ensure_one()
-        domain = [('ref_record_id', '=', self.id)]
+        current_date = date.today()
-
+        start_year = current_date.year if current_date.month >= 4 else current_date.year - 1
-       
+        end_year = start_year + 1
+        current_fy = f"FY {start_year}-{end_year}"
+        domain = [
+            ('ref_record_id', '=', self.id),
+            ('financial_year', '!=', current_fy),
+        ]
 
         brief_lines = self.env['sos_sales_achievement_report_brief'].search(domain)
 
@@ -266,7 +269,6 @@ class SOS_Sales_Achievement_Report(models.Model):
     def action_view_brief_lines(self):
         self.ensure_one()
         domain = [('ref_id', '=', self.id)]
-
         # Extract starting year from 'FY 2025-2026'
         match = re.search(r'FY\s*(\d{4})', self.financial_year or '')
         if match:
@@ -289,6 +291,14 @@ class SOS_Sales_Achievement_Report(models.Model):
             domain.append(('action_date', '<=', end_date))
 
         brief_lines = self.env['sos_sales_achievement_report_brief'].search(domain)
+        total_proposal_value=0
+        for eachrecord in brief_lines:
+            total_proposal_value += eachrecord.proposal_value
+
+        if month:
+            month_name = calendar.month_name[month].lower() 
+            field_name = f"actual_target_{month_name}"
+            self[field_name] = total_proposal_value 
 
         return {
             'name': 'Achievement Brief Lines',
@@ -497,27 +507,22 @@ class SOS_Sales_Achievement_Report(models.Model):
                 record.achievement_percentage_total = "0.00%"
 
     @api.depends(
-        'yet_to_billed_target_april','yet_to_billed_target_may','yet_to_billed_target_june',
+    'yet_to_billed_target_april','yet_to_billed_target_may','yet_to_billed_target_june',
-        'yet_to_billed_target_july','yet_to_billed_target_august','yet_to_billed_target_september',
+    'yet_to_billed_target_july','yet_to_billed_target_august','yet_to_billed_target_september',
-        'yet_to_billed_target_october','yet_to_billed_target_november','yet_to_billed_target_december',
+    'yet_to_billed_target_october','yet_to_billed_target_november','yet_to_billed_target_december',
-        'yet_to_billed_target_january','yet_to_billed_target_february','yet_to_billed_target_march'
+    'yet_to_billed_target_january','yet_to_billed_target_february','yet_to_billed_target_march'
     )
     def _compute_yet_to_billed_total_target(self):
         for record in self:
-            record.yet_to_billed_target_total = round(sum([
+            # Get current month name in lowercase
-                record.yet_to_billed_target_april or 0,
+            month_num = date.today().month
-                record.yet_to_billed_target_may or 0,
+            month_name = calendar.month_name[month_num].lower()  # e.g., "august"
-                record.yet_to_billed_target_june or 0,
+
-                record.yet_to_billed_target_july or 0,
+            # Build the dynamic field name
-                record.yet_to_billed_target_august or 0,
+            field_name = f"yet_to_billed_target_{month_name}"
-                record.yet_to_billed_target_september or 0,
+            record.ytd_yet_to_billed = round(getattr(record, field_name) or 0, 2)
-                record.yet_to_billed_target_october or 0,
+            record.yet_to_billed_target_total = round(getattr(record, field_name) or 0, 2)
-                record.yet_to_billed_target_november or 0,
+
-                record.yet_to_billed_target_december or 0,
-                record.yet_to_billed_target_january or 0,
-                record.yet_to_billed_target_february or 0,
-                record.yet_to_billed_target_march or 0
-            ]), 2)
     @api.depends(
         'planned_target_april','planned_target_may','planned_target_june',
         'planned_target_july','planned_target_august','planned_target_september',
@@ -599,6 +604,7 @@ class SOS_Sales_Achievement_Report_Brief(models.Model):
     _name = 'sos_sales_achievement_report_brief'
     _description = 'Achievement Brief'
     _order = 'action_date desc' 
+    _rec_name = 'po_no'
     def get_financial_year_selection(self):
         current_date = date.today()
         start_year = 2024  # starting from FY 2024-2025
@@ -624,33 +630,77 @@ class SOS_Sales_Achievement_Report_Brief(models.Model):
     string="Financial Year",
     required=True
 )
+    category = fields.Selection([
+    ('sales', 'Sales'),
+    ('export', 'Export')
+    ], string="Category", required=True,related="ref_id.category")
     sales_person = fields.Many2one('res.users', string='Sales person',related="ref_id.sales_person",store=True)
     po_no  = fields.Char(string="PO No")
     invoice_no  = fields.Char(string="Invoice No")
     proposal_value = fields.Monetary(currency_field='currency_id',string="PO Value(In Lakhs)")
     billed_date = fields.Date(string="Billed Date")
     billed_amount = fields.Monetary(currency_field='currency_id',string="Billed Value(In Lakhs)")
-    # def view_lines_acc(self):
+
-    #     self.ensure_one()
-    #     return {
-    #         'name': 'Achievement Brief Lines',
-    #         'type': 'ir.actions.act_window',
-    #         'res_model': 'sos_sales_achievement_report_brief',
-    #         'view_mode': 'tree',
-    #         'domain': [('ref_record_id', '=', self.id)],
-    #         'context': {
-    #             'default_ref_record_id': self.id
-    #         },
-    #         'target': 'current',
-    #     }
     def delete_achievement_line(self):
-        self.unlink()
+
-    def unlink(self):
+        Env = self.env
-        for record in self:
+        Line = Env['sos_sales_achievement_report_brief']
-            report = self.env['sos_sales_achievement_report'].browse(record.ref_id.id)
+        Parent = Env['sos_sales_achievement_report']
-            if report and hasattr(report, 'opening_balance'):
+
-                report.write({'opening_balance': report.opening_balance - record.proposal_value})
+        # 1) Collect affected month windows per parent (no sums yet)
-        return super(SOS_Sales_Achievement_Report_Brief, self).unlink()
+        # { parent_id: set((cal_year, month_num)) }
+        affected = {}
+
+        for rec in self:
+            # resolve parent id (prefer Many2one 'ref_id'; fallback to 'ref_record_id')
+            parent_id = False
+            if hasattr(rec, 'ref_id') and rec.ref_id:
+                parent_id = rec.ref_id.id
+            elif hasattr(rec, 'ref_record_id') and rec.ref_record_id:
+                parent_id = getattr(rec.ref_record_id, 'id', rec.ref_record_id)
+            if not parent_id:
+                continue
+
+            d = fields.Date.to_date(rec.action_date) or fields.Date.context_today(self)
+            month_num = d.month  # 1..12
+
+            fy_text = (rec.financial_year or '').strip()
+            m = re.search(r'FY\s*(\d{4})', fy_text)
+            if not m:
+                # skip this line if FY is malformed
+                continue
+            fy_start = int(m.group(1))
+
+            # Apr–Dec => start year; Jan–Mar => start year+1
+            cal_year = fy_start if month_num >= 4 else fy_start + 1
+
+            affected.setdefault(parent_id, set()).add((cal_year, month_num))
+
+        # 2) Delete the lines first
+        super(type(self), self).unlink()
+
+        # 3) Recompute totals from remaining lines and write to parent
+        for parent_id, months in affected.items():
+            write_vals = {}
+            for cal_year, month_num in months:
+                last_day = calendar.monthrange(cal_year, month_num)[1]
+                start_str = f"{cal_year}-{month_num:02d}-01"
+                end_str   = f"{cal_year}-{month_num:02d}-{last_day:02d}"
+
+                total = sum(Line.search([
+                    ('ref_id', '=', parent_id),
+                    ('action_date', '>=', start_str),
+                    ('action_date', '<=', end_str),
+                ]).mapped('proposal_value')) or 0.0
+
+                field_name = f"actual_target_{calendar.month_name[month_num].lower()}"
+                if field_name in Parent._fields:
+                    write_vals[field_name] = total
+
+            if write_vals:
+                Parent.browse(parent_id).write(write_vals)
+
+        return True
 
     def open_line_form(self):
         self.ensure_one()
@@ -668,60 +718,58 @@ class SOS_Sales_Achievement_Report_Brief(models.Model):
         return f"FY {start_year}-{end_year}"
 
     def write(self, vals):
+        res = super().write(vals)
+
+        # avoid infinite loop when we write our computed monthly field
+        if self.env.context.get('_skip_month_compute'):
+            return res
+
         for rec in self:
-            # Previous values
+            # take incoming values if present, else current record values
-            old_billed_date = rec.billed_date
+            action_date_any = vals.get('action_date', rec.action_date)
-            old_billed_amount = rec.billed_amount
+            fy_text = (vals.get('financial_year', rec.financial_year) or '').strip()
-            report = rec.ref_id
-            # New values
-            new_billed_date = vals.get('billed_date', old_billed_date)
-            new_billed_amount = vals.get('billed_amount', old_billed_amount)
-            if isinstance(new_billed_date, str):
-                new_billed_date = datetime.strptime(new_billed_date, '%Y-%m-%d').date()
 
-            # Adjust billed target
+            # normalize to date
-            if report and old_billed_date and new_billed_date:
+            d = fields.Date.to_date(action_date_any) or fields.Date.context_today(self)
-                old_month_billed = old_billed_date.strftime('%B').lower()
+            month_num = d.month  # 1..12
-                new_month_billed = new_billed_date.strftime('%B').lower()
+
-                if old_month_billed != new_month_billed or old_billed_amount != new_billed_amount:
+            # FY like "FY 2025-2026" -> start year 2025
-                    old_field_billed = f"billed_target_{old_month_billed}"
+            m = re.search(r'FY\s*(\d{4})', fy_text)
-                    new_field_billed = f"billed_target_{new_month_billed}"
+            if not m:
-                    if hasattr(report, old_field_billed):
+                raise ValueError(f"Unable to extract year from financial year: {fy_text}")
-                        report.write({
+            fy_start = int(m.group(1))
-                            old_field_billed: max((getattr(report, old_field_billed, 0.0) or 0.0) - old_billed_amount, 0.0)
+
-                        })
+            # Apr–Dec belong to start year; Jan–Mar to start year+1
-                    if hasattr(report, new_field_billed):
+            cal_year = fy_start if month_num >= 4 else fy_start + 1
-                        report.write({
+
-                            new_field_billed: (getattr(report, new_field_billed, 0.0) or 0.0) + new_billed_amount
+            # monthly date window
-                        })
+            last_day = calendar.monthrange(cal_year, month_num)[1]
-                    # Optionally create billing collection entry (if needed
+            start_str = f"{cal_year}-{month_num:02d}-01"
+            end_str   = f"{cal_year}-{month_num:02d}-{last_day:02d}"
+
+            # sum for this record in that month
             domain = [
-                ('ref_id', '=', report.id),
+                ('ref_id', '=', self.ref_record_id),
-                ('sales_person', '=', report.sales_person.id),
+                ('action_date', '>=', start_str),
-                ('customer_name', '=', vals.get('customer_name', rec.customer_name.id))
+                ('action_date', '<=', end_str),
             ]
+            lines = rec.env['sos_sales_achievement_report_brief'].search(domain)
+            total_proposal_value=0
+            for eachrecord in lines:
+                total_proposal_value += eachrecord.proposal_value
+            record = self.env['sos_sales_achievement_report'].search(
+                [('id', '=', self.ref_record_id)],
+                limit=1
+            )  
+            month_name = calendar.month_name[month_num].lower() 
+            field_name = f"actual_target_{month_name}"
+            field_name = f"actual_target_{month_name}"
+            record.write({
+                field_name : total_proposal_value
+            })
 
-            existing = self.env['sos_billing_collection'].search(domain, limit=1)
-
-            if not existing:
-                self.env['sos_billing_collection'].create({
-                    'ref_id': report.id,
-                    'customer_name': vals.get('customer_name', rec.customer_name.id),
-                    'sales_person': report.sales_person.id,
-                    'action_status': 'Billed',
-                    'date_of_action': new_billed_date,
-                    'po_no':vals.get('po_no'),
-                    'value': new_billed_amount
-                })
-            else:
-                existing.write({
-                        'value': new_billed_amount, 
-                        'po_no':vals.get('po_no'),
-                        'date_of_action': new_billed_date
-                })
-
-        return super(SOS_Sales_Achievement_Report_Brief, self).write(vals)
 
+        return res
     @api.model
     def create(self, vals):
         ref_id = vals.get('ref_id')
@@ -822,7 +870,7 @@ class SosBilledCollectionWizard(models.TransientModel):
             billing_lines = self.env['sos_billing_collection'].search([('ref_id', '=', main_parent_id)])
             res['billed_line_ids'] = [(6, 0, billing_lines.ids)]
         return res
-
+    
     def action_add_new_collection_line(self):
         self.ensure_one()
         if not self.main_parent_id:
@@ -851,7 +899,12 @@ class SosBillingCollection(models.Model):
     _name = 'sos_billing_collection'
     _description = 'Billing & Collection Details'
 
+
     ref_id = fields.Many2one('sos_sales_achievement_report', ondelete="cascade", required=True)
+    category = fields.Selection([
+    ('sales', 'Sales'),
+    ('export', 'Export')
+    ], string="Category", required=True,related="ref_id.category")
     customer_name = fields.Many2one('sos_customers', string="Customer Name")
     sales_person = fields.Many2one(
         'res.users', 
@@ -871,7 +924,12 @@ class SosBillingCollection(models.Model):
     )
     value = fields.Monetary(currency_field='currency_id', string="Value (In Lakhs)")
     customer_name = fields.Many2one('sos_customers',string="Customer Name")
-    po_no  = fields.Char(string="PO No")
+    po_id = fields.Many2one(
+    'sos_sales_achievement_report_brief',   # or 'sos_sales_achievement_report' if PO lives there
+    string="PO No",
+    domain="[('po_no','!=', False), ('customer_name', '=', customer_name)]",
+    )
+    po_no = fields.Char(string="PO No", related='po_id.po_no', store=True, readonly=True)
     invoice_no = fields.Char(string="Invoice No")
     products = fields.Selection(
             [
@@ -894,7 +952,16 @@ class SosBillingCollection(models.Model):
         return f"FY {start_year}-{end_year}"
     def delete_form_line(self):
         self.unlink()
-
+    def write_line_form(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Edit Line',
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'new',  # Opens as a popup
+        }
     def unlink(self):
         for record in self:
 
@@ -919,6 +986,53 @@ class SosBillingCollection(models.Model):
                     setattr(report, actual_field_name, current_val - record.value)
 
         return super(SosBillingCollection, self).unlink()
+    def write(self, vals):
+        for record in self:
+            # Capture old values
+            old_date = record.date_of_action
+            old_status = record.action_status
+            old_value = record.value
+
+            # Determine if any key field is changing
+            new_date = vals.get('date_of_action', old_date)
+            new_status = vals.get('action_status', old_status)
+            new_value = vals.get('value', old_value)
+
+            # Convert date if needed
+            if isinstance(new_date, str):
+                new_date = datetime.strptime(new_date, '%Y-%m-%d').date()
+
+            # Compute old and new financial year/month
+            old_fy = self._get_financial_year(old_date) if old_date else None
+            old_month = old_date.strftime('%B').lower() if old_date else None
+            new_fy = self._get_financial_year(new_date) if new_date else None
+            new_month = new_date.strftime('%B').lower() if new_date else None
+
+            # Build field names
+            old_field = f"{old_status.lower()}_target_{old_month}" if old_month else None
+            new_field = f"{new_status.lower()}_target_{new_month}" if new_month else None
+
+            # Fetch related report
+            years = [fy for fy in [old_fy, new_fy] if fy]
+            report = self.env['sos_sales_achievement_report'].search([
+                ('sales_person', '=', record.sales_person.id),
+                ('financial_year', 'in', years)
+            ], limit=1)
+
+
+            if report:
+                # Subtract old value
+                if old_field and hasattr(report, old_field):
+                    current_old = getattr(report, old_field, 0.0) or 0.0
+                    setattr(report, old_field, current_old - old_value)
+
+                # Add new value
+                if new_field and hasattr(report, new_field):
+                    current_new = getattr(report, new_field, 0.0) or 0.0
+                    setattr(report, new_field, current_new + new_value)
+
+            # Proceed with actual write
+        return super(SosBillingCollection, self).write(vals)
 
     @api.model
     def create(self, vals):

sos_sales/models/sos_sales_action_plan.py

@@ -24,6 +24,24 @@ class sos_sales_action_plan(models.Model):
         string="End Customer/Quote No",
         domain="[('customer_name', '=', customer_name), ('quote_no', '!=', False)]"
     )
+    interested_in = fields.Selection(
+            [              
+                ('Product', 'Products'), 
+                ('Project', 'Projects')                 
+            ],
+            string="Interested In",required=True,default="Product")
+    sales_type = fields.Selection(
+            [
+                ('Domestic', 'Domestic'), 
+                ('International', 'International')               
+            ],
+            string="Sales Type",default="Domestic")
+    project_name= fields.Many2one('sos_projects',string="Project Name")
+    country = fields.Many2one(
+    'res.country',
+    string='Country',
+    default=lambda self: self.env['res.country'].search([('code', '=', 'IN')], limit=1)
+)
     ce_product_type = fields.Selection(
             [
                 ('Sales', 'Sales'), 
@@ -45,7 +63,7 @@ class sos_sales_action_plan(models.Model):
                 ('MC 250W', 'MC 250W'),                                
                 ('HeartTarang', 'HeartTarang')                
             ],
-            string="Products",required=True)
+            string="Products")
     location = fields.Char(string="Location")
     quantity = fields.Char(string="Quantity")
     sales_executive = fields.Many2one(
@@ -58,7 +76,7 @@ class sos_sales_action_plan(models.Model):
         'res.users', 
         string='Sales Head',
         default=lambda self: self.env.user,
-        domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_sales_user').ids + self.env.ref('sos_inventory.sos_ce_head').ids)]
+        domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_sales_user').ids + self.env.ref('sos_inventory.sos_ce_head').ids + self.env.ref('sos_inventory.sos_sales_sapl_user').ids)]
 
     )
     action_type = fields.Selection([
@@ -107,7 +125,21 @@ class sos_sales_action_plan(models.Model):
         ('draft', 'Draft'),
         ('confirmed', 'Confirmed'),
     ], string='State', default='draft', readonly=True)
-
+    is_ce_user_created = fields.Boolean(
+        compute='_compute_is_ce_user_created',
+        store=True,
+        string='Created by CE User'
+    )
+    reporting_to = fields.Many2one('res.users',related="sales_executive.reporting_to", string='Reporting To')
+    @api.depends('create_uid')
+    def _compute_is_ce_user_created(self):
+        ce_groups = [
+            self.env.ref('sos_inventory.sos_ce_user').id
+        ]
+        for record in self:
+            record.is_ce_user_created = any(
+                gid in record.create_uid.groups_id.ids for gid in ce_groups
+            )
     def _get_customer_domain(self):
         if (
             self.env.user.has_group('sos_inventory.sos_management_user') or
@@ -450,6 +482,7 @@ class sos_sales_action_plan(models.Model):
                 }
             }
         else:
+            interested_in=self.interested_in.lower()+'s'
             vals = {
                 'customer_name': self.customer_name.id,
                 'end_customer_name': self.end_customer_name,
@@ -462,7 +495,11 @@ class sos_sales_action_plan(models.Model):
                 'quantity': self.quantity,
                 'po_no': self.po_no,
                 'po_copy': self.po_copy,
-                'po_copy_filename': self.po_copy_filename
+                'po_copy_filename': self.po_copy_filename,
+                'sales_type':self.sales_type,
+                'project_name':self.project_name.id,
+                'interested_in':interested_in,
+                'country':self.country.id
             }
             if self.ce_product_type:
                 vals['ce_product_type'] = self.ce_product_type

sos_sales/models/sos_sales_leads.py

@@ -61,6 +61,8 @@ class sos_sales_leads(models.Model):
 )
     line_ids_contacts = fields.One2many('sos_leads_customer_contact_lines', 'ref_id', string="Contact Details",copy=True)
     convert_to_customer_btn_display = fields.Boolean(default=True)
+    responsible_sales_persons = fields.Many2many('res.users',string="Responsible")
+
     def action_convert_to_customer(self):
         self.convert_to_customer_btn_display = False
         self.status = "Moved to Customer"
@@ -73,14 +75,18 @@ class sos_sales_leads(models.Model):
         'mobile_number': line.mobile_number,
         'set_as_primary': line.set_as_primary,
     }) for line in self.line_ids_contacts]
+        if self.interested_in == "Product":
+            interest = "products"
+        else: 
+            interest = "projects"
         customer_record = customer_model.create({
                     'customer_name': self.company_name,
                     'customer_city':self.location,
                     'vertical_domain':self.vertical_domain.id,
                     'correspondence_address': self.correspondence_address,
-                    'products':self.products,
+                    'products':self.products_interested.name,
-                    'interested_in':self.interested_in,
+                    'interested_in':interest,
-                    'project_name':self.project_name,
+                    'project_name':self.project_name.name,
                     'line_ids_contacts': line_contacts_data,
                     'leads_ref_no':self.id
                     

sos_sales/report/business_performance_report_abstract.py

@@ -15,12 +15,17 @@ class ReportBusinessPerformance(models.AbstractModel):
     def _get_report_values(self, docids, data=None):
         sales_person_id = data.get('sales_person_id') if data else False
         financial_year = self._get_financial_year()
+        category = data.get('category')
 
         domain = [('financial_year', '=', financial_year)]
-        if sales_person_id:
+        if category == "sales": 
-            domain.append(('sales_person', '=', sales_person_id))
+            if sales_person_id:
+                domain.append(('sales_person', '=', sales_person_id))
 
-        records = self.env['sos_sales_achievement_report'].search(domain, order="sales_person ASC")
+            records = self.env['sos_sales_achievement_report'].search(domain, order="sales_person ASC")
+        else:
+            domain.append(('category', '=', 'export'))
+            records = self.env['sos_sales_achievement_report'].search(domain)
 
         months = [
             'april', 'may', 'june', 'july', 'august', 'september',
@@ -121,6 +126,7 @@ class ReportBusinessPerformance(models.AbstractModel):
             'summary': summary,
             'ytd_months': ytd_months,
             'current_month_index': int(current_month_index), 
-            'is_filtered_by_sales_person': bool(sales_person_id)
+            'is_filtered_by_sales_person': bool(sales_person_id),
+            'report_generated_on':date.today()
         }
 

sos_sales/report/pipeline_report_result.xml

@@ -21,6 +21,15 @@
     border: solid 1px #ccc;
     border-radius: 20px;">
 <h6 style="text-align:center">PIPELINE REPORT</h6>
+<div style="text-align:right; font-size:14px; margin-bottom:5px;">
+<t t-if="from_date or to_date">
+    <div>
+        <p><b>Report Period : From</b> <t t-esc="from_date or 'N/A'"/> <b>To</b> <t t-esc="to_date or 'N/A'"/>.</p>
+    </div>
+</t>
+    <b>Report generated on : </b> <t t-esc="report_generated_on"/>
+</div>
+
   <table class="table_custom display">
     <thead style="background-color: lavender;">
         <tr>
@@ -41,7 +50,7 @@
       
         <th style=" line-height: 2px; text-align: center;
     font-weight: normal;
-    font-size: smaller;" t-att-colspan="month_count">Expected Order Value (In Lakhs)</th>
+    font-size: smaller;" t-att-colspan="month_count">Expected Order Value(In Lacs)</th>
         </tr>
     </thead>
 <tbody>

sos_sales/report/report_business_performance.xml

@@ -9,8 +9,11 @@
         <div class="page">
         <br></br>
             <h4 style="text-align: center;">Business Performance Report- <t t-esc="financial_year"/></h4>
-            <span style="float: right;font-weight: bold;">Note : Rupees(In Lakhs)</span>
+            <span style="float: right;"><b>Note :</b> Rupees(In Lakhs)</span>
-            <!-- ✅ SUMMARY TABLE -->
+                       <br></br><div style="text-align:right; font-size:14px; margin-bottom:5px;">
+    <b>Report generated on : </b> <t t-esc="report_generated_on"/>
+</div>
+
             <t t-if="not is_filtered_by_sales_person">
 
             <table class="table_custom" style="width:100%; font-size:14px;">
@@ -44,7 +47,7 @@
                         <t t-set="total_sales" t-value="0"/>
                         <t t-foreach="months" t-as="m">
                             <t t-set="val" t-value="summary['sales'][m]"/>
-                            <td><t t-esc="val"/></td>
+                            <td><t t-esc="'%.2f' % float(val)"/></td>
                             <t t-set="total_sales" t-value="total_sales + val"/>
                         </t>
                         <td><t t-esc="'%.2f' % float(total_sales)"/></td>
@@ -116,9 +119,11 @@
             <t t-foreach="docs" t-as="doc">
                 <table class="table_custom" style="width:100%; font-size:14px;">
 <thead>
-<tr style="background-color: #c4c4ff;">
+<tr t-if="doc.category == 'sales'">
-                <td colspan="15"><b>Sales Executive : <t t-esc="doc.sales_person.name"/></b></td>
+    <td colspan="15">
-              </tr>
+        <b>Sales Executive : <t t-esc="doc.sales_person.name"/></b>
+    </td>
+</tr>
     <tr style="background-color:#e4e0f9">
         <th>Month</th>
              <t t-foreach="months" t-as="m">

sos_sales/report/sos_proposal_boq_report_view.xml

@@ -99,6 +99,26 @@
     </t>
         </tbody>
         </table>
+        <br></br>
+         <table class="table">
+        <tbody>  
+        <tr><td colspan="2" style="background-color:#ddd;font-weight:bold">Costing</td></tr>
+        <tr><td>Product Cost</td><td><t t-esc="o.total_cost"/></td></tr>
+        <tr><td>Opreational Cost per Battery</td><td><t t-esc="o.margin_per_battery"/></td></tr>
+        <tr><td>Opreational Cost</td><td><t t-esc="o.margin"/></td></tr>
+        <tr><td>Packing and Forwarding</td><td><t t-esc="o.packing_and_forwarding"/></td></tr>
+        <tr><td>I and C Cost</td><td><t t-esc="o.iandc_costing"/></td></tr>
+        <tr><td>Warranty (%)</td><td><t t-esc="o.warranty_percentage"/></td></tr>
+        <tr><td>Warranty</td><td><t t-esc="o.warranty_cost"/></td></tr>   
+        <tr><td>MSP Per Battery</td><td><t t-esc="o.additional_warranty"/></td></tr>
+        <tr><td>Additional Warranty</td><td><t t-esc="o.final_cost_per_battery"/></td></tr>                                
+                <tr><td>Proposal Value</td><td><t t-esc="o.final_cost"/></td></tr>                                
+        <tr><td colspan="2" style="background-color:#ddd;font-weight:bold">Accounts Costing</td></tr>
+                <tr><td>MSP(Per Battery)</td><td><t t-esc="o.final_cost_by_acc"/></td></tr>                                
+                <tr><td>Final MSP</td><td><t t-esc="o.final_total"/></td></tr>                                
+
+        </tbody>
+        </table>
   <div style="width: 100%; display: flex; justify-content: space-between; margin-top: 50px;">
 
 <table class="table table-bordered">

sos_sales/report/sos_proposal_report_view.xml

@@ -68,7 +68,7 @@
                     </table>
                     <br></br>
                     <table class="table_custom">
-                    <thead><td>Final Costing</td></thead>
+                    <thead><td><b>Final Costing</b></td></thead>
         <tr>
             <td>₹ <t t-esc="o.total_with_buffer"/></td>
         </tr>

sos_sales/security/ir.model.access.csv

@@ -63,5 +63,6 @@ access_sos_billed_collection_wizard,sos_billed_collection_wizard access,model_so
 access_sos_business_performance_wizard,sos_business_performance_wizard access,model_sos_business_performance_wizard,base.group_user,1,1,1,1
 access_sos_products,sos_products access,model_sos_products,base.group_user,1,1,1,1
 access_sos_projects,sos_projects access,model_sos_projects,base.group_user,1,1,1,1
-
+access_yet_to_bill_wizard,yet_to_bill_wizard access,model_yet_to_bill_wizard,base.group_user,1,1,1,1
+access_yet_to_bill_line,yet_to_bill_line access,model_yet_to_bill_line,base.group_user,1,1,1,1
 

sos_sales/security/record_rules.xml

@@ -7,7 +7,8 @@
     <field name="domain_force">[(1, '=', 1)]</field>
     <field name="groups" eval="[
         (4, ref('sos_inventory.sos_management_user')),
-        (4, ref('sos_inventory.sos_finance_user'))
+        (4, ref('sos_inventory.sos_finance_user')),
+        (4, ref('sos_inventory.sos_sales_reviewer'))
     ]"/>
     <field name="perm_read" eval="1"/>
     <field name="perm_write" eval="1"/>
@@ -18,7 +19,9 @@
     <field name="name">Sos Achievement Report: All Records - Read Access</field>
     <field name="model_id" ref="model_sos_sales_achievement_report"/>
     <field name="domain_force">[
-    ('create_uid', '=', user.id)
+    '|',
+    ('create_uid', '=', user.id),
+    ('sales_person', '=', user.id)
 ]</field>
     <field name="groups" eval="[(4, ref('base.group_user'))]"/>
     <field name="perm_read" eval="1"/>
@@ -33,7 +36,8 @@
     <field name="domain_force">[(1, '=', 1)]</field>
     <field name="groups" eval="[
         (4, ref('sos_inventory.sos_management_user')),
-        (4, ref('sos_inventory.sos_finance_user'))
+        (4, ref('sos_inventory.sos_finance_user')),
+        (4, ref('sos_inventory.sos_sales_reviewer'))
     ]"/>
     <field name="perm_read" eval="1"/>
     <field name="perm_write" eval="1"/>
@@ -55,44 +59,64 @@
     <field name="perm_unlink" eval="0"/>
 </record>
 <!--  sales_action RECORD RULE-->
-<record id="sos_sales_action_plan_own_records_rule" model="ir.rule">
+<!-- 1) Full visibility for management/finance/sales reviewer -->
-    <field name="name">Sos sales action plan: Own Records - Read Access</field>
+<record id="sos_sales_action_plan_full_access_rule" model="ir.rule">
+    <field name="name">Sos Action Plan: Full Access (Mgmt/Finance/Reviewer)</field>
     <field name="model_id" ref="model_sos_sales_action_plan"/>
-    <field name="domain_force">[(1, '=', 1)]</field>
+    <!-- Always true -->
+    <field name="domain_force">[(1,'=',1)]</field>
     <field name="groups" eval="[
         (4, ref('sos_inventory.sos_management_user')),
-        (4, ref('sos_inventory.sos_finance_user'))
+        (4, ref('sos_inventory.sos_finance_user')),
+        (4, ref('sos_inventory.sos_sales_reviewer'))
     ]"/>
     <field name="perm_read" eval="1"/>
     <field name="perm_write" eval="1"/>
     <field name="perm_create" eval="1"/>
     <field name="perm_unlink" eval="0"/>
 </record>
-<record id="sos_sales_action_plan_ce_head_read_ce_user_rule" model="ir.rule">
-    <field name="name">Sales Action Plan: CE Head Reads CE User Records</field>
-    <field name="model_id" ref="model_sos_sales_action_plan"/>
-    <field name="domain_force" eval="[('create_uid.groups_id', 'in', [ref('sos_inventory.sos_ce_user')])]"/>
-    <field name="groups" eval="[(4, ref('sos_inventory.sos_ce_head'))]"/>
-    <field name="perm_read" eval="1"/>
-    <field name="perm_write" eval="0"/>
-    <field name="perm_create" eval="0"/>
-    <field name="perm_unlink" eval="0"/>
-</record>
 
- <record id="sos_sales_action_plan_all_records_rule" model="ir.rule">
+<!-- 2) Own / Team for all internal users -->
-    <field name="name">Sos sales action plan: All Records - Read Access</field>
+<record id="sos_sales_action_plan_restricted_rule" model="ir.rule">
+    <field name="name">Sos Action Plan: Own and Team (Internal Users)</field>
     <field name="model_id" ref="model_sos_sales_action_plan"/>
-    <field name="domain_force">[
+    <field name="domain_force">
-    '|',
+        [
-    ('create_uid', '=', user.id),
+            '|','|',
-    ('sales_executive', '=', user.id)
+            ('create_uid', '=', user.id),
-]</field>
+            ('sales_executive', '=', user.id),
+            ('reporting_to', '=', user.id)
+        ]
+    </field>
+    <!-- Apply to all internal users -->
     <field name="groups" eval="[(4, ref('base.group_user'))]"/>
     <field name="perm_read" eval="1"/>
     <field name="perm_write" eval="1"/>
-    <field name="perm_create" eval="0"/>
+    <field name="perm_create" eval="1"/>
     <field name="perm_unlink" eval="0"/>
 </record>
+
+<record id="sos_sales_action_plan_ce_team_rule" model="ir.rule">
+    <field name="name">Sales Action Plan: CE Team View CE Records</field>
+    <field name="model_id" ref="model_sos_sales_action_plan"/>
+    <field name="domain_force">[('is_ce_user_created', '=', True)]</field>
+    <field name="groups" eval="[(4, ref('sos_inventory.sos_ce_user'))]"/>
+    <field name="perm_read" eval="1"/>
+    <field name="perm_write" eval="1"/>
+    <field name="perm_create" eval="1"/>
+    <field name="perm_unlink" eval="0"/>
+</record>
+<record id="sos_sales_action_plan_ce_head_rule" model="ir.rule">
+    <field name="name">Sales Action Plan: CE Head View CE Records</field>
+    <field name="model_id" ref="model_sos_sales_action_plan"/>
+    <field name="domain_force">[('is_ce_user_created', '=', True)]</field>
+    <field name="groups" eval="[(4, ref('sos_inventory.sos_ce_head'))]"/>
+    <field name="perm_read" eval="1"/>
+    <field name="perm_write" eval="1"/>
+    <field name="perm_create" eval="1"/>
+    <field name="perm_unlink" eval="0"/>
+</record>
+
       <!--  customers RECORD RULE-->
 <record id="sos_customers_own_records_rule" model="ir.rule">
     <field name="name">Sos customers: Own Records - Read Access</field>
@@ -101,14 +125,24 @@
     <field name="groups" eval="[
         (4, ref('sos_inventory.sos_management_user')),
         (4, ref('sos_inventory.sos_finance_user')),
-        (4, ref('sos_inventory.sos_ce_head'))
+        (4, ref('sos_inventory.sos_ce_head')),
+        (4, ref('sos_inventory.sos_sales_reviewer'))
     ]"/>
     <field name="perm_read" eval="1"/>
     <field name="perm_write" eval="1"/>
     <field name="perm_create" eval="1"/>
     <field name="perm_unlink" eval="0"/>
 </record>
-
+<record id="sos_customers_ce_team_rule" model="ir.rule">
+    <field name="name">Customers: CE Team View CE customers Records</field>
+    <field name="model_id" ref="model_sos_customers"/>
+    <field name="domain_force">[('is_ce_user_created', '=', True)]</field>
+    <field name="groups" eval="[(4, ref('sos_inventory.sos_ce_user'))]"/>
+    <field name="perm_read" eval="1"/>
+    <field name="perm_write" eval="0"/>
+    <field name="perm_create" eval="0"/>
+    <field name="perm_unlink" eval="0"/>
+</record>
   <record id="sos_customers_all_records_rule" model="ir.rule">
     <field name="name">Sos customers: All Records - Read Access</field>
     <field name="model_id" ref="model_sos_customers"/>
@@ -125,55 +159,39 @@
     <field name="perm_unlink" eval="0"/>
 </record>
 
-      <!--  case_diary RECORD RULE-->
+<record id="sos_case_diary_ce_team_rule" model="ir.rule">
-<record id="sos_case_diary_own_records_rule" model="ir.rule">
+    <field name="name">Case Diary: CE Team View CE Records</field>
-    <field name="name">Sos Case Diary: Own Records - Read Access</field>
     <field name="model_id" ref="model_sos_case_diary"/>
-    <field name="domain_force">[(1, '=', 1)]</field>
+    <field name="domain_force">[('is_ce_user_created', '=', True)]</field>
-    <field name="groups" eval="[
+    <field name="groups" eval="[(4, ref('sos_inventory.sos_ce_user'))]"/>
-        (4, ref('sos_inventory.sos_management_user')),
-        (4, ref('sos_inventory.sos_finance_user'))
-    ]"/>
     <field name="perm_read" eval="1"/>
-    <field name="perm_write" eval="1"/>
+    <field name="perm_write" eval="0"/>
-    <field name="perm_create" eval="1"/>
+    <field name="perm_create" eval="0"/>
     <field name="perm_unlink" eval="0"/>
 </record>
-<record id="sos_case_diary_ce_head_read_ce_user_rule" model="ir.rule">
+
-    <field name="name">Case Diary: CE Head Reads CE User Records</field>
+<record id="sos_case_diary_ce_head_rule" model="ir.rule">
+    <field name="name">Case Diary: CE Head View CE Records</field>
     <field name="model_id" ref="model_sos_case_diary"/>
-    <field name="domain_force" eval="[('create_uid.groups_id', 'in', [ref('sos_inventory.sos_ce_user')])]"/>
+    <field name="domain_force">[('is_ce_user_created', '=', True)]</field>
     <field name="groups" eval="[(4, ref('sos_inventory.sos_ce_head'))]"/>
     <field name="perm_read" eval="1"/>
     <field name="perm_write" eval="0"/>
     <field name="perm_create" eval="0"/>
     <field name="perm_unlink" eval="0"/>
 </record>
-  <record id="sos_case_diary_all_records_rule" model="ir.rule">
-    <field name="name">Sos Case Diary: All Records - Read Access</field>
-    <field name="model_id" ref="model_sos_case_diary"/>
-    <field name="domain_force">
-        [
-            '|', '|',
-            ('create_uid', '=', user.id),
-            ('reporting_to', '=', user.id),
-            ('sales_person', '=', user.id)
-        ]
-    </field>
 
-    <field name="groups" eval="[(4, ref('base.group_user'))]"/>
-    <field name="perm_read" eval="1"/>
-    <field name="perm_write" eval="1"/>
-    <field name="perm_create" eval="0"/>
-    <field name="perm_unlink" eval="0"/>
-</record>
        <!--  Case Diary Report RECORD RULE-->
-<record id="sos_case_diary_report_own_records_rule" model="ir.rule">
+<!-- 1) Full visibility for management/finance/sales reviewer -->
-    <field name="name">Sos Case Diary Report: Own Records - Read Access</field>
+<record id="sos_case_diary_full_access_rule" model="ir.rule">
-    <field name="model_id" ref="model_sos_case_diary_report"/>
+    <field name="name">Sos Case Diary: Full Access (Mgmt/Finance/Reviewer)</field>
-    <field name="domain_force">[(1, '=', 1)]</field>
+    <field name="model_id" ref="model_sos_case_diary"/>
+    <!-- Always true -->
+    <field name="domain_force">[(1,'=',1)]</field>
     <field name="groups" eval="[
-        (4, ref('sos_inventory.sos_management_user'))
+        (4, ref('sos_inventory.sos_management_user')),
+        (4, ref('sos_inventory.sos_finance_user')),
+        (4, ref('sos_inventory.sos_sales_reviewer'))
     ]"/>
     <field name="perm_read" eval="1"/>
     <field name="perm_write" eval="1"/>
@@ -181,20 +199,26 @@
     <field name="perm_unlink" eval="0"/>
 </record>
 
-  <record id="sos_case_diary_report_all_records_rule" model="ir.rule">
+<!-- 2) Own / Team for all internal users -->
-    <field name="name">Sos Case Diary Report: All Records - Read Access</field>
+<record id="sos_case_diary_restricted_rule" model="ir.rule">
-    <field name="model_id" ref="model_sos_case_diary_report"/>
+    <field name="name">Sos Case Diary: Own and Team (Internal Users)</field>
-    <field name="domain_force">[
+    <field name="model_id" ref="model_sos_case_diary"/>
-            '|',
+    <field name="domain_force">
+        [
+            '|','|',
             ('create_uid', '=', user.id),
-            ('reporting_to', '=', user.id)
+            ('reporting_to', '=', user.id),
-        ]</field>
+            ('sales_person', '=', user.id)
+        ]
+    </field>
+    <!-- Apply to all internal users -->
     <field name="groups" eval="[(4, ref('base.group_user'))]"/>
     <field name="perm_read" eval="1"/>
     <field name="perm_write" eval="1"/>
-    <field name="perm_create" eval="0"/>
+    <field name="perm_create" eval="1"/>
     <field name="perm_unlink" eval="0"/>
-</record> 
+</record>
+
       <!--  Leads RECORD RULE-->
 <record id="sos_sales_leads_own_records_rule" model="ir.rule">
     <field name="name">Sos Leads: Own Records - Read Access</field>
@@ -214,14 +238,57 @@
     <field name="name">Sos Leads: All Records - Read Access</field>
     <field name="model_id" ref="model_sos_sales_leads"/>
      <field name="domain_force">[
-            '|',
+            '|','|',
             ('create_uid', '=', user.id),
-            ('lead_generated_by', '=', user.id)
+            ('lead_generated_by', '=', user.id),
+            ('responsible_sales_persons', 'in', [user.id])
         ]</field>
     <field name="groups" eval="[(4, ref('base.group_user'))]"/>
     <field name="perm_read" eval="1"/>
     <field name="perm_write" eval="1"/>
     <field name="perm_create" eval="0"/>
     <field name="perm_unlink" eval="0"/>
+</record>
+  <record id="sos_proposal_boq_all_records_rule" model="ir.rule">
+    <field name="name">Sos Proposal BOQ: All Records - Read Access</field>
+    <field name="model_id" ref="model_sos_proposal_boq"/>
+    <field name="domain_force">[
+     '|',
+            ('create_uid', '=', user.id),
+            ('sales_executive', '=', user.id)
+        ]</field>
+    
+    <field name="groups" eval="[(4, ref('base.group_user'))]"/>
+    <field name="perm_read" eval="1"/>
+    <field name="perm_write" eval="1"/>
+    <field name="perm_create" eval="1"/>
+    <field name="perm_unlink" eval="1"/>
+</record>
+  <record id="sos_proposal_builder_all_records_rule" model="ir.rule">
+    <field name="name">Sos Proposal Builder: All Records - Read Access</field>
+    <field name="model_id" ref="model_sos_proposal_builder"/>
+    <field name="domain_force">[
+     '|',
+            ('create_uid', '=', user.id),
+            ('sales_executive', '=', user.id)
+        ]</field>
+    
+    <field name="groups" eval="[(4, ref('base.group_user'))]"/>
+    <field name="perm_read" eval="1"/>
+    <field name="perm_write" eval="1"/>
+    <field name="perm_create" eval="1"/>
+    <field name="perm_unlink" eval="1"/>
+</record>
+  <record id="sos_proposal_customer_requirement_all_records_rule" model="ir.rule">
+    <field name="name">Sos Proposal Requirement: All Records - Read Access</field>
+    <field name="model_id" ref="model_sos_proposal_customer_requirement"/>
+      <field name="domain_force">[
+            ('create_uid', '=', user.id)
+        ]</field>
+    <field name="groups" eval="[(4, ref('base.group_user'))]"/>
+    <field name="perm_read" eval="1"/>
+    <field name="perm_write" eval="1"/>
+    <field name="perm_create" eval="1"/>
+    <field name="perm_unlink" eval="1"/>
 </record>
 </odoo>

sos_sales/views/menu.xml

@@ -1,7 +1,7 @@
 <?xml version="1.0" encoding="UTF-8"?>
 <odoo>
-<menuitem id="sos_sales_menu_root" name="Sales" groups="sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_finance_user,sos_inventory.sos_ce_user"/>
+<menuitem id="sos_sales_menu_root" name="Sales" groups="sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_finance_user,sos_inventory.sos_ce_user,sos_inventory.sos_sales_reviewer,sos_inventory.sos_sales_sapl_user"/>
-<menuitem id="sos_sales_report" name="REPORTS" parent="sos_sales_menu_root" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head"/>
+<menuitem id="sos_sales_report" name="REPORTS" parent="sos_sales_menu_root" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head,sos_inventory.sos_sales_reviewer,sos_inventory.sos_sales_sapl_user"/>
-<menuitem id="sos_top_sales_report" name="MANAGEMENT REPORTS" parent="sos_sales_menu_root"  groups="sos_inventory.sos_management_user"/>
+<menuitem id="sos_top_sales_report" name="MANAGEMENT REPORTS" parent="sos_sales_menu_root"  groups="sos_inventory.sos_management_user,sos_inventory.sos_finance_user,sos_inventory.sos_sales_reviewer"/>
-<menuitem id="sos_proposal_system" name="PROPOSAL SYSTEM" parent="sos_sales_menu_root" groups="sos_inventory.sos_management_user,sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_ce_head,sos_inventory.sos_ce_user,sos_inventory.sos_inside_sales_user"/>
+<menuitem id="sos_proposal_system" name="PROPOSAL SYSTEM" parent="sos_sales_menu_root" groups="sos_inventory.sos_management_user,sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_ce_head,sos_inventory.sos_ce_user,sos_inventory.sos_inside_sales_user,sos_inventory.sos_sales_sapl_user"/>
 </odoo>

sos_sales/views/sos_case_diary_view.xml

@@ -62,6 +62,8 @@
                  <group>
                     <group>
                         <field name="status"/>
+                        <field name="sales_type"/>
+    <field name="country" invisible="sales_type != 'International'"/>
                           <field name="quote_no"/>
                         <field name="customer_name"/>
                          <field name="end_customer_name"/>
@@ -133,7 +135,7 @@
                 <div class="col-4">
                 <h5>Witness For Commercial Order</h5>
                 <table class="table_custom" style="box-shadow: rgba(0, 0, 0, 0.24) 0px 3px 8px;background-color: #fff;border: solid 4px #9689c1;">        <tr style="border-bottom: solid 1px #ccc;">
-                <td style="padding: 8px;" class="column"><b>Department In-Charge</b>
+                <td style="padding: 8px;" class="column"><b>Top Management Sign</b>
                 <br></br><br></br>
                 <button string="Approve" invisible="dept_incharge_approval_image" class="btn-primary custom_btn" type="object" name="action_deptincharge_esign_btn"></button>
                 </td>
@@ -281,7 +283,7 @@
 
 
     <!-- Menu -->
-    <menuitem id="menu_sos_case_diary" name="CASE DIARY" parent="sos_sales_menu_root" action="action_sos_case_diary" sequence="6" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head,sos_inventory.sos_ce_user"/>
+    <menuitem id="menu_sos_case_diary" name="CASE DIARY" parent="sos_sales_menu_root" action="action_sos_case_diary" sequence="6" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head,sos_inventory.sos_ce_user,sos_inventory.sos_sales_reviewer,sos_inventory.sos_sales_sapl_user"/>
     <menuitem id="menu_sos_spenco_report"
           name=" SPENCO Report"
           parent="sos_sales_report"
@@ -307,17 +309,17 @@
           name="Action Plan Summary Report"
           parent="sos_top_sales_report"
           action="action_plan_summary_wizard"
-          sequence="8"/>
+          sequence="8" groups="sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_finance_user,sos_inventory.sos_ce_user,sos_inventory.sos_sales_reviewer,sos_inventory.sos_sales_sapl_user"/>
           <menuitem id="menu_billing_target_report"
           name="Billing Target Report"
           parent="sos_top_sales_report"
           action="action_billing_target_report"
-          sequence="9"/>
+          sequence="9" groups="sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_finance_user,sos_inventory.sos_ce_user,sos_inventory.sos_sales_reviewer,sos_inventory.sos_sales_sapl_user"/>
           <menuitem id="menu_business_performance_report"
           name="Business Performance Report"
           parent="sos_top_sales_report"
           action="action_open_business_performance_wizard"
-          sequence="10"/>
+          sequence="10" groups="sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_finance_user,sos_inventory.sos_ce_user,sos_inventory.sos_sales_reviewer,sos_inventory.sos_sales_sapl_user"/>
     <menuitem id="menu_sos_all_suspects" name="Suspects Report" parent="sos_sales_report" action="action_sos_suspects_report_wizard"/>
 <menuitem id="sos_case_diary_report" name="Case Diary Report"
           parent="sos_sales_report"

sos_sales/views/sos_customers_view.xml

@@ -81,6 +81,7 @@
             </searchpanel>
 
             <!-- Add fields to search on -->
+             <field name="responsible" string="Sales Executive"/>
             <field name="customer_name" string="Customer Name"/>
             <field name="vertical_domain" string="Domain/Vertical"/>
             
@@ -89,5 +90,5 @@
     </field>
 </record>
     <!-- Menu -->
-    <menuitem id="menu_sos_customers" name="CUSTOMERS" parent="sos_sales_menu_root" action="action_sos_customers" sequence="2" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head,sos_inventory.sos_ce_user"/>
+    <menuitem id="menu_sos_customers" name="CUSTOMERS" parent="sos_sales_menu_root" action="action_sos_customers" sequence="2" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head,sos_inventory.sos_ce_user,sos_inventory.sos_sales_reviewer,sos_inventory.sos_sales_sapl_user"/>
 </odoo>

sos_sales/views/sos_proposal_boq_view.xml

@@ -19,6 +19,7 @@
                  <group>
                   <field name="location" readonly="acc_approved_by_name"/>
                     <field name="products" readonly="acc_approved_by_name"/>
+                    <field name="slave_type" invisible="products != 'BHMS 1.2V'"/>
                 </group>
                 </group>
                      <br></br>
@@ -1655,6 +1656,35 @@
     </div>
 </div>
     </page>
+
+<page string="Installation &amp; Commissioning" invisible="proposal_id == False">
+
+<group><field name="engineers_nos"/></group>
+<group><field name="no_of_days"/></group>
+<group><field name="iandc_travel_cost"/></group>
+
+
+<br></br>
+<table class="table_custom" groups="sos_inventory.sos_management_user,sos_inventory.sos_finance_user">
+<thead><td></td><td><b>No of Persons</b></td><td><b>Cost per Day</b></td></thead>
+<tbody>
+<tr><td><b>Man Month( 2 to 3 Yrs)</b></td><td><field name="man_month_1to2_yrs_persons" readonly="acc_approved_by_name"/></td><td><field name="man_month_1to2_yrs_cost" readonly="acc_approved_by_name"/></td></tr>
+<tr><td><b>Man Month( 3 to 5 Yrs)</b></td><td><field name="man_month_2to3_yrs_persons" readonly="acc_approved_by_name"/></td><td><field name="man_month_2to3_yrs_cost" readonly="acc_approved_by_name"/></td></tr>
+<tr><td><b>Man Month(Manager)</b></td><td><field name="man_month_manager_persons" readonly="acc_approved_by_name"/></td><td><field name="man_month_manager_cost" readonly="acc_approved_by_name"/></td></tr>
+<tr><td><b>Total Cost(Man Month+Travel)</b></td><td colspan="2"><field name="iandc_costing" readonly="acc_approved_by_name"/></td></tr>
+</tbody>
+</table>
+
+</page>
+<page string="Miscellaneous">
+<field name="extra_cost_line_ids" readonly="acc_approved_by_name">
+<tree editable="bottom">
+<field name="field_name"/>
+<field name="cost"/>
+
+</tree>
+</field>
+</page>
 <page string="Summary" groups="sos_inventory.sos_management_user,sos_inventory.sos_finance_user">
 <h3 style="text-transform: uppercase;
     text-decoration: underline;">Finished Goods</h3>
@@ -1676,27 +1706,24 @@
     text-decoration: underline;">Miscellaneous</h3>
     <field name="merged_miscellaneous_html" nolabel="1"/>
     
-</page>
+ <div class="oe_subtotal_footer" style="float: right;
-<page string="Installation &amp; Commissioning" invisible="proposal_id == False">
+    padding: 20px;
+    border: solid 1px #ccc;
+    font-weight: bold;
+    box-shadow: rgba(0, 0, 0, 0.24) 0px 3px 8px;">
 
-<group><field name="engineers_nos"/></group>
+    <!-- Gross Value Field -->
-<group><field name="no_of_days"/></group>
+    <div style="margin-bottom: 5px;">
-<br></br>
+        <label for="total_cost" style="font-weight: bold; margin-right: 10px;">Product Cost</label>
-<table class="table_custom" groups="sos_inventory.sos_management_user,sos_inventory.sos_finance_user">
+        <field name="total_cost" widget="monetary" options="{'currency_field': 'currency_id'}" class="oe_inline"/>
-<thead><td></td><td><b>No of Persons</b></td><td><b>Cost per Day</b></td></thead>
-<tbody>
-<tr><td><b>Man Month( 2 to 3 Yrs)</b></td><td><field name="man_month_1to2_yrs_persons"/></td><td><field name="man_month_1to2_yrs_cost"/></td></tr>
-<tr><td><b>Man Month( 3 to 5 Yrs)</b></td><td><field name="man_month_2to3_yrs_persons"/></td><td><field name="man_month_2to3_yrs_cost"/></td></tr>
-<tr><td><b>Man Month(Manager)</b></td><td><field name="man_month_manager_persons"/></td><td><field name="man_month_manager_cost"/></td></tr>
-<tr><td><b>Total</b></td><td colspan="2"><field name="iandc_costing"/></td></tr>
-</tbody>
-</table>
 
+</div></div>
+    
 </page>
 <page string="Costing By Accounts" invisible="proposal_id == False" groups="sos_inventory.sos_management_user,sos_inventory.sos_finance_user">
 <div class="row">
 <br></br>
-<div class="col-md-3" style="border-right: solid 1px #ccc;">
+<div class="col-md-4" style="border-right: solid 1px #ccc;">
 <table class="table">
 <h3 style="text-transform: uppercase;
     text-decoration: underline;">Product Cost</h3>
@@ -1721,20 +1748,8 @@
 
 </table>
 </div>
-<div class="col-md-3" style="border-right: solid 1px #ccc;">
-<table class="table">
-<h3 style="text-transform: uppercase;
-    text-decoration: underline;">Miscellaneous Cost</h3>
-<field name="extra_cost_line_ids" readonly="acc_approved_by_name">
-<tree editable="bottom">
-<field name="field_name"/>
-<field name="cost"/>
 
-</tree>
+<div class="col-md-8">
-</field>
-</table>
-</div>
-<div class="col-md-6">
 
 <table class="table">
 <h3 style="text-transform: uppercase;
@@ -1744,15 +1759,28 @@
 
 <tr><td class="column">Opreational Cost</td><td><field name="margin" readonly="acc_approved_by_name"/></td></tr>
 <tr><td class="column">Packing &amp; Forwarding</td><td><field name="packing_and_forwarding" readonly="acc_approved_by_name"/></td></tr>
-<tr><td class="column">Installation &amp; Commissioning</td><td><field name="iandc_costing" readonly="acc_approved_by_name"/></td></tr>
+<tr><td class="column">I &amp; C Cost</td><td><field name="iandc_costing" readonly="acc_approved_by_name"/></td></tr>
+
 <tr><td class="column">Warranty (%)</td><td><field name="warranty_percentage" readonly="acc_approved_by_name"/></td></tr>
 
 <tr><td class="column">Warranty Cost</td><td><field name="warranty_cost" readonly="acc_approved_by_name"/></td></tr>
 
 <tr><td class="column">Additional Warranty</td><td><field name="additional_warranty" readonly="acc_approved_by_name"/></td></tr>
-<tr style="background-color: aliceblue;"><td class="column">MSP Per Battery</td><td><field style="font-weight: bold;font-size: 16px;" name="final_cost_per_battery" readonly="acc_approved_by_name"/></td></tr>
+<tr><td class="column">MSP Per Battery</td><td><field style="font-weight: bold;font-size: 16px;" name="final_cost_per_battery" readonly="acc_approved_by_name"/></td></tr>
+<tr><td class="column">Proposal Value</td><td><field style="font-weight: bold;font-size: 18px;" name="final_cost" readonly="acc_approved_by_name"/></td></tr>
+</table>
+<table class="table_custom">
+<thead>
+    <tr>
+      <th colspan="2" style="background-color: #504e4e;
+    color: #fff;
+    font-weight: bold;">Accounts Costing</th>
+    </tr>
+  </thead>
+<tr style="background-color: #f2f9ff;"><td class="column">MSP(Per Battery)</td><td><field style="font-weight: bold;font-size: 18px;" name="final_cost_by_acc" readonly="acc_approved_by_name"/></td></tr>
+<tr style="background-color: #f2f9ff;"><td class="column">Final MSP</td><td><field style="font-weight: bold;font-size: 18px;" name="final_total" readonly="acc_approved_by_name"/></td></tr>
+
 
-<tr style="background-color: aliceblue;"><td class="column">Final MSP</td><td><field style="font-weight: bold;font-size: 18px;" name="final_cost" readonly="acc_approved_by_name"/></td></tr>
 </table>
 </div>
 
@@ -1788,7 +1816,7 @@
             <tr><td colspan="2" class="table_custom_header">To Be Filled By <span style="font-size: 18px;padding: 0px; color: #ffcc00;">Finance Team</span></td></tr>
             <tr>
             <td style="padding: 8px;" class="column"><b>Approved By</b>
-            <button string="Approve" invisible="acc_approved_by_image" class="btn-primary custom_btn" type="object" name="action_acc_esign_btn"></button>
+            <button string="Approve"     confirm="Approve this costing?" invisible="acc_approved_by_image" class="btn-primary custom_btn" type="object" name="action_acc_esign_btn"></button>
             </td>
             <td><field name="acc_approved_by_image" widget="image"/></td>
             </tr>

sos_sales/views/sos_proposal_customer_requirement_view.xml

@@ -28,6 +28,8 @@
                    <field invisible="products != 'BHMS 1.2V'" name="master_type"/>
                    <field invisible="products != 'BHMS 1.2V'" name="slave_type"/>
                    <field invisible="products != 'BHMS 1.2V'" name="ntc"/>
+                   <field invisible="products != 'BHMS 1.2V'" name="spare_count"/>
+                   
                     
                 </group>
                 </group>
@@ -37,7 +39,7 @@
    <group>
    <field name="type_of_source"/>
     <field name="number_of_ups" string="Number of UPS"/>
-    <field name="no_of_electrical_panel"/>
+    <field name="no_of_electrical_panel" invisible="products != 'BHMS 12V'"/>
     <field name="ups_line_ids">
         <tree editable="bottom">
         <field name="ups_index" column_invisible="1"/>

sos_sales/views/sos_sales_achievement_report_view.xml

@@ -15,10 +15,11 @@ name="action_report_achievement_btn"><i class="fa fa-print"></i> Print Report</b
 <group>
 <group><field name="financial_year" style="font-size: 20px; pointer-events: none; color: #793595;"/>
 </group>
-<group><field name="sales_person" /></group>
+<group><field name="category" /></group>
 <group><field name="overall_target" /></group>
-<table style="margin-left: 15px;"><tr>
+<group><field name="sales_person" invisible="category == 'export'"/></group>
-<td><group><field name="opening_balance" groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user"/>
+<table groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user" style="margin-left: 15px;"><tr>
+<td><group><field name="opening_balance"/>
 </group></td>
 <td><button name="action_view_brief_lines_acc"
             type="object"
@@ -27,10 +28,15 @@ name="action_report_achievement_btn"><i class="fa fa-print"></i> Print Report</b
             context="{'month': 0}"
             style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
 </td>
-</tr></table>
+</tr>
+</table>
  </group>
-
+<button groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user" name="action_yet_to_bill"
-<br></br>
+            type="object"
+            string="📝 Yet To Bill"
+            class="btn-primary"
+            style="padding: 0; border: none; background: none; font-size: 18px; box-shadow: 4px 5px 5px #e3e2e2;"/>
+<br></br><br></br>
 <table class="table_custom">
     <thead>
         <tr style="background-color: lavender;">
@@ -227,9 +233,9 @@ name="action_report_achievement_btn"><i class="fa fa-print"></i> Print Report</b
             <td><field name="achievement_percentage_total" /></td>
             <td><field name="ytd_sales_percentage" /></td>
         </tr>
-        <tr style="background-color: lavender;"><td class="column" colspan="15" style="text-align: center;
+        <tr groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user" style="background-color: lavender;"><td class="column" colspan="15" style="text-align: center;
     color: #000;text-transform: capitalize;">To be filled by Accounts team</td></tr>
-        <tr>
+        <tr groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user">
         <field name="can_edit_billed_target" invisible="1"/>
             <td class="column" style="background-color: lavender;">Billed</td>
       <td>
@@ -368,7 +374,7 @@ name="action_report_achievement_btn"><i class="fa fa-print"></i> Print Report</b
             <td><field readonly="not can_edit_billed_target" name="ytd_billed" /></td>
         </tr>
  
-        <tr>
+        <tr groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user">
             <td class="column" style="background-color: lavender;">Collected</td>
           <td>
       <div style="display: flex; align-items: center;">
@@ -505,7 +511,7 @@ name="action_report_achievement_btn"><i class="fa fa-print"></i> Print Report</b
             <td><field readonly="not can_edit_billed_target" name="collected_target_total" /></td>
             <td><field readonly="not can_edit_billed_target" name="ytd_collected" /></td>
         </tr>
-               <tr>
+               <tr groups="sos_inventory.sos_finance_user,sos_inventory.sos_management_user">
         <field name="can_edit_billed_target" invisible="1"/>
             <td class="column" style="background-color: lavender;">Yet to Bill</td>
             <td><field readonly="not can_edit_billed_target" name="yet_to_billed_target_april" /></td>
@@ -539,6 +545,7 @@ name="action_report_achievement_btn"><i class="fa fa-print"></i> Print Report</b
         <field name="arch" type="xml">
             <tree string="Sales Achievement Reports">
                 <field name="financial_year" />
+                <field name="category"/>
                 <field name="sales_person" />
                 <field name="overall_target" />
             </tree>

sos_sales/views/sos_sales_action_plan_view.xml

@@ -63,16 +63,21 @@
     <group>
     <field name="update_done" invisible="1"/>
     <field name="status"/>
+    <field name="sales_type"/>
+    <field name="country" invisible="sales_type != 'International'"/>
     <field name="sales_executive" readonly="state == 'confirmed'"/>
-    <field name="date" readonly="state == 'confirmed'"/>
+ <field name="interested_in"/>
-    <field name="action_type" readonly="state == 'confirmed'"/>
+    <field name="project_name" invisible="interested_in == 'Product'"/>
+     <field name="product"  required="interested_in == 'Product'" invisible="interested_in == 'Project'" readonly="state == 'confirmed'"/>
     <field name="customer_name" readonly="state == 'confirmed'"/>
     <field name="quote_no_selector" readonly="state == 'confirmed'" options="{'no_create': True}"/>
     <field name="quote_no" readonly="state == 'confirmed'" placeholder="Or type new Quote/W.O No"/>   
     <field name="end_customer_name" readonly="state == 'confirmed'" placeholder="Or type new End Customer Name"/>
     </group>
     <group>
-     <field name="product" readonly="state == 'confirmed'"/>
+   
+         <field name="date" readonly="state == 'confirmed'"/>
+    <field name="action_type" readonly="state == 'confirmed'"/>
      <field name="ce_product_type" groups="sos_inventory.sos_ce_user,sos_inventory.sos_ce_head,sos_inventory.sos_finance_user,sos_inventory.sos_management_user"/>
 
     <field name="location" readonly="state == 'confirmed'"/>
@@ -130,5 +135,5 @@
     </record>
 
     <!-- Menu -->
-    <menuitem id="menu_sos_sales_action_plan" name="ACTION PLAN" sequence="6" parent="sos_sales_menu_root" action="action_sos_sales_action_plan" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head,sos_inventory.sos_ce_user"/>
+    <menuitem id="menu_sos_sales_action_plan" name="ACTION PLAN" sequence="6" parent="sos_sales_menu_root" action="action_sos_sales_action_plan" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head,sos_inventory.sos_ce_user,sos_inventory.sos_sales_reviewer,sos_inventory.sos_sales_sapl_user"/>
 </odoo>

sos_sales/views/sos_sales_leads_view.xml

@@ -54,7 +54,7 @@
                  <group>
                     <group>
                     <field name="sales_type"/>
-                    <field name="lead_generated_by"/>
+                    <field name="lead_generated_by" readonly="source == 'inside_sales'"/>
                         <field name="company_name"/>
                         <field name="convert_to_customer_btn_display" invisible="1"/>
                         <field name="transferred_on" invisible="1"/>
@@ -106,5 +106,5 @@
     </record>
 
     <!-- Menu -->
-    <menuitem id="menu_sos_sales_leads" name="LEADS" parent="sos_sales_menu_root" action="action_sos_sales_leads" sequence="1" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head"/>
+    <menuitem id="menu_sos_sales_leads" name="LEADS" parent="sos_sales_menu_root" action="action_sos_sales_leads" sequence="1" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head,sos_inventory.sos_sales_reviewer,sos_inventory.sos_sales_sapl_user"/>
 </odoo>

sos_sales/views/sos_sales_plan_view.xml

@@ -257,5 +257,5 @@ name="action_report_sales_plan_btn"><i class="fa fa-print"></i> Print Report</bu
     </record>
 
     <!-- Menu -->
-    <menuitem id="menu_sos_sales_plan_target" name="SALES TARGET" sequence="7" parent="sos_sales_menu_root" action="action_sos_sales_plan_target" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head"/>
+    <menuitem id="menu_sos_sales_plan_target" name="SALES TARGET" sequence="7" parent="sos_sales_menu_root" action="action_sos_sales_plan_target" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head,sos_inventory.sos_sales_reviewer,sos_inventory.sos_sales_sapl_user"/>
 </odoo>

sos_sales/views/sos_vertical_domain_view.xml

@@ -39,5 +39,5 @@
     </record>
 
     <!-- Menu -->
-    <menuitem id="menu_sos_vertical_domain" name="CONFIGURATION" parent="sos_sales_menu_root" action="action_sos_vertical_domain" sequence="4" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head"/>
+    <menuitem id="menu_sos_vertical_domain" name="CONFIGURATION" parent="sos_sales_menu_root" action="action_sos_vertical_domain" sequence="4" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head,sos_inventory.sos_sales_reviewer,sos_inventory.sos_sales_sapl_user"/>
 </odoo>

sos_sales/wizard/__init__.py

@@ -7,4 +7,5 @@ from .import action_plan_wizard
 from .import sales_action_plan_report_wizard
 from .import week_summary_wizard
 from .import action_plan_summary_wizard
-from .import sos_business_performance_wizard
+from .import sos_business_performance_wizard
+from .import yet_to_bill_wizard

sos_sales/wizard/sos_business_performance_wizard.py

@@ -4,6 +4,10 @@ class Business_performanceWizard(models.TransientModel):
     _name = 'sos_business_performance_wizard'
     _description = 'Business Performance Wizard'
 
+    category = fields.Selection([
+    ('sales', 'Sales'),
+    ('export', 'Export')
+    ], string="Category", required=True, default='sales')
     sales_person_id = fields.Many2one(
         'res.users', 
         string='Sales Executive', 
@@ -13,6 +17,7 @@ class Business_performanceWizard(models.TransientModel):
 
     def print_report(self):
         return self.env.ref('sos_sales.action_business_performance_report_custom').report_action(self, data={
+            'category':self.category,
             'sales_person_id': self.sales_person_id.id if self.sales_person_id else False
         })
         

sos_sales/wizard/sos_business_performance_wizard_view.xml

@@ -14,7 +14,8 @@
     <field name="arch" type="xml">
         <form string="Business Performance Report">
             <group>
-                <field name="sales_person_id"/>
+            <field name="category"/>
+                <field name="sales_person_id" invisible="category == 'export'"/> 
             </group>
             <footer>
                 <button name="print_report" type="object" string="Generate Report" class="btn-primary"/>

sos_sales/wizard/sos_sales_achievement_wizard_view.xml

@@ -8,16 +8,15 @@
             <sheet>
                 <group>
                 <field name="ref_id" invisible="1"/>
+                <field name="category"/>
                     <field name="financial_year"/>
-                    <field name="sales_person"/>
+                    <field name="sales_person" invisible="category == 'export'"/>
                     <field name="customer_name"/>
-                    <field name="invoice_no"/>
                     <field name="action_date"/>
-                    
                     <field name="po_no"/>
                     <field name="proposal_value"/>
-                    <field name="billed_date"/>
+                    <field name="invoice_no"/>
-                    <field name="billed_amount"/>
+      
                     <field name="currency_id" invisible="1"/>
                 </group>
             </sheet>
@@ -49,8 +48,7 @@
                             <field name="po_no"/>
                             <field name="invoice_no"/>
                             <field name="proposal_value"/>
-                            <field name="billed_date"/>
+                          
-                            <field name="billed_amount"/>
                                 <button name="delete_achievement_line" class="btn btn-primary" string="Delete" 
                             type="object" icon="fa-times"/>
                             <button name="open_line_form" class="btn btn-primary" string="Edit" 
@@ -91,7 +89,8 @@
            <field name="customer_name"/>
           <field name="value"/>
           <field name="products"/>
-          <field name="po_no"/>
+           <field name="po_id" create="false"/>
+           <field name="invoice_no"/>
           <!-- <field name="quantity"/> -->
         </group>
       </sheet>
@@ -112,6 +111,8 @@
           <field name="date_of_action"/>
            <field name="customer_name"/>
           <field name="value"/>
+            <field name="products"/>
+           <field name="po_id" create="false"/>
            <field name="invoice_no"/>
  
         </group>
@@ -139,6 +140,10 @@
             <field name="value"/>
             <field name="products"/>
             <field name="po_no"/>
+            <button name="delete_form_line" class="btn btn-primary" string="Delete" 
+                            type="object" icon="fa-times"/>
+                             <button name="write_line_form" class="btn btn-primary" string="Edit" 
+                            type="object" icon="fa-pencil"/>
             <!-- <field name="quantity"/> -->
           </tree>
         </field>
@@ -170,6 +175,8 @@
            <field name="invoice_no"/>
             <button name="delete_form_line" class="btn btn-primary" string="Delete" 
                             type="object" icon="fa-times"/>
+                            <button name="write_line_form" class="btn btn-primary" string="Edit" 
+                            type="object" icon="fa-pencil"/>
           </tree>
         </field>
         <footer>

sos_sales/wizard/spenco_salespersonwise_wizard.py

@@ -1,4 +1,5 @@
 from odoo import models, fields, api
+from datetime import date
 
 class SpencoReportSalesPersonWizard(models.TransientModel):
     _name = 'spenco_salespersonwise_wizard'
@@ -11,9 +12,9 @@ class SpencoReportSalesPersonWizard(models.TransientModel):
         domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_sales_user').ids + self.env.ref('sos_inventory.sos_ce_head').ids)]
     )
     from_date = fields.Date(
-        string="From Date",
+    string="From Date",
-        default=fields.Date.today  # Default to today's date
+    default=lambda self: date(date.today().year if date.today().month >= 4 else date.today().year - 1, 4, 1)
-    )
+)
     to_date = fields.Date(
         string="To Date",
         default=fields.Date.today  # Default to today's date

sos_sales/wizard/yet_to_bill_wizard.py

@@ -0,0 +1,82 @@
+# models/yet_to_bill_wizard.py
+from odoo import models, fields, api
+from collections import defaultdict
+
+def _norm(s):
+    return (s or '').strip().lower()
+
+class SosYetToBillWizard(models.TransientModel):
+    _name = 'yet_to_bill_wizard'
+    _description = 'Yet To Bill'
+
+    line_ids = fields.One2many('yet_to_bill_line', 'wizard_id', string="Lines")
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+
+        brief_ref_id = self.env.context.get('brief_ref_id')
+        brief_domain = [('ref_id', '=', brief_ref_id)] if brief_ref_id else []
+
+        Brief = self.env['sos_sales_achievement_report_brief']
+        Billing = self.env['sos_billing_collection']
+
+        line_cmds = []
+
+        # Search all brief records
+        brief_records = Brief.search(brief_domain)
+        for br in brief_records:
+            proposal = br.proposal_value or 0.0
+            customer = br.customer_name
+            po_no = br.po_no
+
+            if not customer or not po_no:
+                continue
+
+            # Get billed amount for same customer & po_no
+            billed_lines = Billing.search([
+                ('customer_name', '=', customer.id),
+                ('po_no', '=', po_no),
+                ('action_status', '=', 'Billed')
+            ])
+            billed_amount = sum(billed_lines.mapped('value'))
+
+            remaining = proposal - billed_amount
+            if remaining > 0:
+                line_cmds.append((0, 0, {
+                    'customer_id': customer.id,
+                    'customer_name_display': customer.display_name,
+                    'po_no': po_no,
+                    'proposal_value': proposal,
+                    'billed_value': billed_amount,
+                    'remaining_value': remaining,
+                }))
+
+        res['line_ids'] = line_cmds
+        return res
+
+    def action_open(self):
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Yet To Bill',
+            'res_model': 'yet_to_bill_wizard',  # FIXED
+            'view_mode': 'form',
+            'res_id': self.id,
+            'target': 'new',
+        }
+
+
+
+
+class SosYetToBillLine(models.TransientModel):
+    _name = 'yet_to_bill_line'
+    _description = 'Yet To Bill Line'
+    _order = 'remaining_value desc'
+
+    wizard_id = fields.Many2one('yet_to_bill_wizard', required=True, ondelete='cascade')
+    customer_id = fields.Many2one('sos_customers', string="Customer", readonly=True)
+    customer_name_display = fields.Char(string="Customer Name", readonly=True)
+    po_no = fields.Char(string="PO No", readonly=True)
+    proposal_value = fields.Float(string="Proposal Value", readonly=True)
+    billed_value = fields.Float(string="Billed Value", readonly=True)
+    remaining_value = fields.Float(string="Yet to Bill", readonly=True)

sos_sales/wizard/yet_to_bill_wizard_view.xml

@@ -0,0 +1,31 @@
+<!-- views/yet_to_bill_wizard_views.xml -->
+<odoo>
+  <record id="view_sos_yet_to_bill_wizard_form" model="ir.ui.view">
+    <field name="name">yet_to_bill_wizard.form</field>
+    <field name="model">yet_to_bill_wizard</field>
+    <field name="arch" type="xml">
+      <form string="Yet To Bill">
+          <field name="line_ids">
+            <tree editable="bottom">
+              <field name="customer_id"/>
+              <field name="po_no"/>
+              <field name="proposal_value"/>
+              <field name="billed_value"/>
+              <field name="remaining_value"/>
+            </tree>
+          </field>
+        <footer>
+          <button string="Close" class="btn-secondary" special="cancel"/>
+        </footer>
+      </form>
+    </field>
+  </record>
+
+  <record id="action_sos_yet_to_bill_wizard" model="ir.actions.act_window">
+    <field name="name">Yet To Bill</field>
+    <field name="res_model">yet_to_bill_wizard</field>
+    <field name="view_mode">form</field>
+    <field name="target">new</field>
+    <!-- The wizard populates itself in default_get -->
+  </record>
+</odoo>