Claude-buildease-demo/reference/buildease_demo_data.md

# BuildEase demo data — object graph, required fields, creation order

Everything here is read from mev source, not inferred. Verified against
`callista-tools/mev @ 43c2e19` (`quantity_take_off_base` 19.0.1.2.2) and Odoo 19 core.
Re-verify after a mev bump; the guards below are enforced in Python, so they change.

## Read this first: there is no BuildEase config schema

`callista-odoo-demo`'s `scripts/build_demo.py` is **a per-engagement template, not an
engine** — its own docstring says so. It has hard-coded blocks for products, fleet
vehicles, credit limits and prestaged receivables, and no concept of a take-off. It also
reads every key with `cfg.get(...)`, so **any key it doesn't know is silently ignored**.

Feed it a config full of `take_offs` and it prints `DONE` over an empty database.

So: write the staging script per engagement, using this document for the shape. The config
block at the bottom is **illustrative** — a description of what a BuildEase dataset
contains, not something the stock builder executes.

---

## The spine

```
partner + products → quantity.take.off → .line → .line.calculation
   → convert_to_quotation() → sale.order (draft) → action_confirm() → sale (project)
   → sale.progress (+ lines) → approve → invoice
```

Build in that order. Each step has a guard that blocks the next if skipped.

| # | Create | Then |
|---|---|---|
| 1 | `res.partner` (customer), `product.product` with `sale_ok=True` | — |
| 2 | `quantity.take.off` | lines |
| 3 | `quantity.take.off.line` (`type="line"`) | calculation lines |
| 4 | `quantity.take.off.line.calculation` | trigger `_compute_unit_price` |
| 5 | `convert_to_quotation()` on the QTO | SO exists in `draft`, QTO moves to `draft` |
| 6 | `action_confirm()` on the SO | SO `sale`; QTO mirrors to `sale` |
| 7 | `sale.progress` via the wizard | progress lines auto-built from SO lines |
| 8 | Set `current_quantity` / `percentage` on progress lines | approve, then invoice |

---

## `quantity.take.off`

| Field | Note |
|---|---|
| `partner_id` | **Required.** |
| `company_id` | **Required**, defaults to `env.company`. |
| `name` | Required *and* readonly — `create()` overwrites it unconditionally from the `quantity.take.off.number` sequence. **Never pass it**; whatever you send is discarded. |
| `date` | Defaults to today. |
| `state` | Only exists once `quantity_take_off_sale` is installed: `quantity_take_off` → `draft` → `sent` → `sale` → `cancel`. Stored and writable, default `quantity_take_off`. |
| `site_address_id`, `pricelist_id`, `fiscal_position_id` | Computed from `partner_id` with `store=True, readonly=False` — they self-populate on create; only pass them to override. |
| `amount_subtotal`, `amount_total`, `margin`, `margin_percentage` | Computed from lines. Never write them. |

Inherits `mail.thread` + `mail.activity.mixin` — chatter and activities work for free.

**One sale order per take-off**, enforced by `@api.constrains`. A second one raises.

## `quantity.take.off.line`

| Field | Note |
|---|---|
| `quantity_take_off_id` | **Required**, `ondelete="cascade"`. |
| `type` | **Required.** `title` / `text` / `line` / `subtitle`, default `line`. |
| `name` | **Required** (Text, computed with `readonly=False` — pass it or give a product to compute from). |
| `quantity`, `unit_price`, `cost` | `unit_price` and `cost` are `readonly=False`, so writable directly. |
| `sequence` | Default 10. |
| `product_id` | Required when `is_product_id_required` — and missing products block conversion, see below. |

**Only `type="line"` rows count toward the totals.** `title`, `text` and `subtitle` are
presentation. A demo whose totals read zero is usually a take-off built entirely from the
wrong `type`.

**Pro memorie lines are excluded from every total.** If `nature_of_agreement_id.pro_memorie`
is set, the line is filtered out of `amount_subtotal`, `amount_total`, `margin` *and* out of
`convert_to_quotation`. Deliberate for "for information" lines; a silent zero if unintended.

## `quantity.take.off.line.calculation`

| Field | Note |
|---|---|
| `product_id` | **Required**, domain `sale_ok = True`. A non-saleable product simply won't be selectable. |
| `name` | **Required.** |
| `quantity_take_off_line_id` | **Required**, `ondelete="cascade"`. |
| `quantity` | Default 1.0. |
| `markup`, `cost`, `unit_price` | `cost` is computed-store-precompute but `readonly=False`. |

This is the measurement math beneath a line. After creating calculation lines
programmatically, call `_compute_unit_price()` on them — `add_quantity_take_off_lines()`
does exactly that after building from templates, and prices stay stale otherwise.

## `sale.progress`

| Field | Note |
|---|---|
| `sale_order_id` | **Required**, readonly. |
| `start_date`, `end_date` | **Required.** Constrained: end may not precede start. |
| `state` | **Required**, readonly, default `draft`: `draft` / `sent` / `denied` / `approved` / `cancelled` / `invoiced`. |
| `name` | Auto — `sale_progress_prefix` + zero-padded count of non-cancelled statements + 1, both off `res.company`. |
| `project_id`, `responsible_user_id` | Populated from the sale order by `prepare_sale_progress_vals()`. |

**Create it through the flow, not by hand.** `sale.order.prepare_sale_progress_vals()`
returns the full vals dict *including* every progress line built from the order lines; the
`sale.progress.create` wizard (fields `start_date`, `end_date`, `sale_order_id`) adds the
dates and calls create. Building a `sale.progress` directly means building
`sale_progress_line_ids` yourself for every order line — there is no auto-fill on create.

## `sale.progress.line`

`sale_progress_id` is the only required field (`ondelete="cascade"`); nearly everything else
is `related` to `sale_order_line_id`. The demo-relevant writable fields are `percentage`,
`current_quantity` and `previous_quantity` — that is where "we invoice 40% this month" lives.

**`percentage` is a FRACTION, not 0–100.** `0.60` means 60%. Writing `60` does not raise —
it sets `current_quantity` to `expected_quantity × 60`, so a 340 m² post silently becomes
20 400 m² and the statement reads in the millions. It is also **cumulative**: on the second
statement it arrives pre-filled with the previous cumulative, and writing `0.85` bills the
delta (85 m², not 289).

---

## The revision formula — where the numbers actually live

`sale_progress_revision_formula` splits the contractual formula across four models, and
none of them holds a coefficient:

| Model | Holds |
|---|---|
| `revision.scheme` | A named set of formulas |
| `revision.formula` | `name` is a **label only**. `formula_html` is generated from the parameter count |
| `revision.parameter` | One row per index pair: `initial_index_parameter` (`S`), `current_index_parameter` (`s`) |
| `index.value.date` | The monthly series per parameter: `start_date` + `index_value` |
| **`formula.input`** | **The numbers**: `weight_value` (a, b), `initial_index_value` (S, I), `current_index_value` (s, i) |

`formula_html` renders symbolically from the parameters — two parameters produce
`p = P × (a × s/S + b × i/I + c)` whatever you called the formula. `c` is implicit, the
remainder of the weights.

`formula.input` hangs off **either** a take-off **or** a progress statement, and that split
is the whole feature: the take-off carries the contract reference (S, I at `start_date`),
and each statement gets its own copy carrying **that period's** index. This is what answers
*"ik moet de index van díe maand nemen, niet van vandaag"*.

Three traps, each of which cost a debugging round:

- **The rows are generated by an `@api.onchange`.** The list is `create="0" delete="0"` in
  the form, so there is no button and no create path — and `write()` over the external API
  does not fire onchanges, so nothing appears. Every field on `formula.input` is a plain **stored**
  field (readonly in the UI only), so write them directly, `weight_parameter` included.
- **Set `is_revision = True` on the take-off first.** `revision_scheme_id` is
  `invisible="not is_revision"`, and `revision_formula_ids` computes off the *inputs*, not
  off the lines — it reads empty until the inputs exist, whatever the lines say.
- **`index_value` stores to 3 decimals.** A ratio-style series near `1.0xxx` silently loses
  a digit (`1.0221` → `1.022`). Use the absolute published index numbers (a wage cost of
  `43.00`, a material index of `125.42`), which is what Statbel publishes anyway.

And the failure mode with no guard behind it: a statement created **before** the contract
reference was corrected keeps the stale `initial_index_value`. The revision then divides by
the wrong denominator and computes a plausible-looking but wildly wrong number — in one
build, a factor of 65 instead of 1.005. Write **both** sides of every `formula.input`.

The button chain is `action_price_revision` (draft → `revision`) →
`action_calculate_price_revision` (→ `revision_done`), then approve and invoice. The
statement's state selection carries `revision` and `revision_done` on top of the six states
listed above.

---

## The guards that will stop you

In the order you'll hit them. All raise `ValidationError` or `UserError`, all are in Python.

| Guard | Raised by | Fix |
|---|---|---|
| Missing product on a `line`/`variant` row that isn't pro memorie | `convert_to_quotation` → `_check_alerts` | Give every non-pro-memorie line a `product_id` before converting |
| "Convert To Quotation" unavailable | Button is `invisible="state != 'quantity_take_off' or sale_order_id"` | Only converts once, from the initial state |
| "You cannot confirm an order if the quantity take off is in the QTO state" | `sale.order.action_confirm` | Convert first; confirming is what moves both to `sale` |
| "You can only create a sale progress when the quantity take-off is in the 'Confirmed' state" | `sale.order.action_create_sale_progress` | Confirm the SO before staging any statement |
| "You can only create a new sale progress when all the other sale progresses are in the following states…" | same | Approve or invoice the previous statement first |
| "Choose a start date that is later than or equal to the end date of a previous sale progress" | `sale.progress.create` wizard | Stage consecutive, non-overlapping periods |
| "You cannot duplicate an order coming from a quantity take off!" | `sale.order.copy` | Duplicate the take-off instead — the SO cannot be copied at all |

**State mirrors automatically.** `sale.order.write` propagates `draft` / `sent` / `sale` /
`cancel` onto the linked take-off. You do not set QTO state by hand once a sale order
exists, and doing so will disagree with the order.

---

## Teardown

**Invoices come before statements, not after.** An `invoiced` `sale.progress` refuses
`action_cancel` outright — the guard allows only `draft` / `sent` / `denied` / `approved`,
and `invoiced` is none of them. Cancelling its **invoice** is what reverts the statement to
`approved`, which is the first state it can be cancelled from at all. So the order is:

```
transient wizard rows → invoices (draft → cancel → unlink)
→ statements (cancel newest-first, then unlink) → timesheet lines → tasks
→ projects → sale orders → take-offs → the partner
```

Two corrections to the generic chain, both from source:

**Deleting the take-off deletes its sale order.** `quantity.take.off.unlink()` calls
`self.sale_order_ids.unlink()` first. So the take-off is the handle for both; you do not
need to delete the order separately, only to have cancelled it.

**A take-off with no sale order *can* be cancelled and deleted.** `cancel()` writes
`state = "cancel"` directly and then calls `action_cancel()` on `sale_order_id` — an empty
recordset when there is no order, and in Odoo 19 `sale.order.action_cancel` is
`self.write({'state': 'cancel'})` with no `ensure_one()`, so it is a clean no-op. Through
the substrate's `x()` helper:

```python
x("quantity.take.off", "cancel", qto_ids)   # works with or without a sale order
x("quantity.take.off", "unlink", qto_ids)   # now passes the state == 'cancel' check
```

This supersedes the older "convert it to a quotation first, then cancel that" workaround,
which is unnecessary on Odoo 19.

Both `unlink()` overrides are strict about state:

| Model | Refuses unless |
|---|---|
| `quantity.take.off` | `state == "cancel"` |
| `sale.order` (QTO-linked) | `state == "cancel"` |
| `sale.progress` | `state == "cancelled"` |

And `sale.progress.action_cancel()` refuses unless `show_cancel` — *"You can only cancel the
last sale progress"* — while `action_draft()` refuses if a more recently created statement
exists. That is why statements tear down **newest first**, and why it is not negotiable.

**Guard every teardown step on its own.** Wrapping a draft → cancel → unlink sequence in one
`try` is how a purge reports success over residue: `button_draft` raises on an
already-draft invoice, and the `unlink` beneath it never runs. Then run the whole chain in a
loop until a pass keeps nothing — cascades free records that the previous pass could not
touch.

**Button methods return an action dict, not `True`.** `action_cancel`, `action_approved`,
`action_price_revision`, `create_invoices` and friends all hand back a window action. Over
JSON-2 that serialises fine, so the dict is neither an error nor proof the transition
landed — read the state back. On a legacy XML-RPC connection the same dict raises a `Fault`
whose text mentions `Marshal`/`dumps`: **the method already ran and committed**, only the
response failed, so catch that specific fault and continue. Never retry — the second run
hits a state guard and reads like a real error.

---

## Illustrative dataset shape

**Not a schema.** Nothing reads this file. It records what a BuildEase demo dataset
contains so the per-engagement staging script covers it:

```jsonc
{
  "client": "Vandenberghe Bouw",
  "currency": "EUR",
  "scope_modules": ["sale_management", "project", "purchase_stock", "sale_timesheet",
                    "uom", "accountant", "buildease", "quantity_take_off_base",
                    "quantity_take_off_sale", "sale_progress_base"],

  "customers": [{ "name": "Gemeente Deinze", "site_address": "Markt 21, 9800 Deinze" }],

  "articles": [
    { "article_nr": "21.32", "name": "Betonvloer gepolierd", "uom": "m²",
      "cost": 42.00, "price": 68.50, "sale_ok": true },
    { "article_nr": "31.11", "name": "Metselwerk snelbouwsteen", "uom": "m²",
      "cost": 55.00, "price": 89.00, "sale_ok": true }
  ],

  "take_off": {
    "customer": "Gemeente Deinze",
    "lines": [
      { "type": "title", "name": "Ruwbouw" },
      { "type": "line", "article_nr": "21.32", "quantity": 340,
        "calculations": [ { "product": "Betonvloer gepolierd", "name": "Zone A",
                            "quantity": 340, "markup": 12.0 } ] },
      { "type": "line", "article_nr": "31.11", "quantity": 118 }
    ]
  },

  "_comment_progress": "Stage TWO consecutive statements: the first approved+invoiced so the demo has history, the second left in draft for the live click. Periods must not overlap.",
  "progress_statements": [
    { "start_date": "2026-05-01", "end_date": "2026-05-31",
      "lines_percentage": 35, "final_state": "invoiced" },
    { "start_date": "2026-06-01", "end_date": "2026-06-30",
      "lines_percentage": 60, "final_state": "draft" }
  ]
}
```

Staging rules that matter on screen, beyond what the guards enforce:

- **Two statements, not one.** A single draft statement has no `previous_quantity` to show,
  and the cumulative column — the reason clients ask for *vorderingsstaten* — reads as zero.
- **Leave the last statement in `draft`** for the live click, the same rule as the demo
  quotation.
- **Keep cumulative percentage under 100.** Over-100 makes the statement look broken even
  though every guard passed.
- **Derive quantities from the ordered quantity**, never hard-code, so they can't drift when
  a markup or formula changes.