Key Features

1. Pre-Shipment Inspection (PSI): Buyer-requested factory inspections with structured checklists to verify quality, quantity, packaging, and labeling before goods ship.
2. Legal / Regulatory Inspections: PVOC, SONCAP, Phytosanitary, COI, and country-specific mandate management with accredited agency assignment.
3. Customs Inspection: Documentary and physical examination workflows for border control compliance.
4. Inspection Agency Registry: Accreditation tracking, coverage countries, cost rates, and performance history.
5. Structured Checklists: Reusable templates with seed data for PSI, Legal, and Customs. Per-item pass/fail/NA results.
6. Trade Document Verification: Invoice, packing list, B/L, and certificate completeness checks with discrepancy tracking.
7. Certificate Management: CoC, Phytosanitary, Fumigation, COO, and Health certificates with expiry alerts.
8. Cost Tracking: Agency fees, travel, and lab costs with manager approval workflow.
9. Re-Inspection Chains: Parent–child inspection links for follow-up inspections after failures.
10. Immutable Audit Trail: Pass/fail state locks all fields at the ORM level. Manager override only.
11. Shipment Gate: Blocks customs clearance when inspection is pending or failed.
12. OWL Dashboard: Pipeline state counters, activity metrics, and embedded kanban view.
13. SQL Analytics: Performance-optimized report model for pivot tables and graph analysis.

Installation

1. Install the module from the Odoo Apps menu or via the command line:

   python odoo-bin -d <dbname> -i grev_od_purchase_trade_inspection
   

2. Ensure the following dependencies are installed:

   • base
   • purchase
   • product
   • stock
   • mail
   • uom
   • grev_od_purchase_trade_logistics

3. Assign users to the appropriate security groups.

Security Groups

The module provides three-tier role-based access control:

Multi-company record rules are applied to all primary models.

Setting Up Inspection Agencies

1. Go to :menuselection:`Purchase --> Trade Inspection --> Configuration --> Inspection Agencies`
2. Click :guilabel:`Create`
3. Fill in the agency details:
   • Company Name: The inspection agency's legal name
   • Accreditations: Select applicable accreditations
   • Coverage Countries: Countries the agency can inspect in
   • Cost Rates: Standard rates for different inspection types
4. Click :guilabel:`Save`

Configuring Checklist Templates

1. Go to :menuselection:`Purchase --> Trade Inspection --> Configuration --> Checklist Templates`
2. Click :guilabel:`Create`
3. Select the inspection type (PSI, Legal, or Customs)
4. Add checklist items with descriptions and expected criteria
5. Click :guilabel:`Save`

Creating an Inspection Order

1. Navigate to :menuselection:`Purchase --> Trade Inspection --> Inspections`
2. Click :guilabel:`Create`
3. Select the related Purchase Order
4. Choose the inspection type:
   • PSI: Buyer-requested quality verification
   • Legal: Regulatory compliance (PVOC, SONCAP, etc.)
   • Customs: Customs and border control
5. Assign an inspection agency
6. Set the scheduled date and location
7. Optionally select a checklist template
8. Click :guilabel:`Save`

Inspection Workflow

The inspection follows a structured state machine:

Recording Inspection Results

1. Open the inspection order
2. Click :guilabel:`Start` to begin the inspection
3. Complete checklist items with pass/fail/NA results
4. Record findings for any non-conforming items
5. After completion, set the result:
   • Pass — all criteria met
   • Fail — critical non-conformance found
   • Conditional — minor issues, proceed with conditions
6. Enter the certificate number and date if applicable
7. Attach inspection photos and certificates
8. Click :guilabel:`Pass` or :guilabel:`Fail` to finalize

Working with Certificates

1. From an inspection order, go to the Certificates tab
2. Click :guilabel:`Add a line`
3. Select the certificate type:
   • Certificate of Conformity (CoC)
   • Phytosanitary Certificate
   • Fumigation Certificate
   • Certificate of Origin (COO)
   • Health Certificate
4. Enter the certificate number, issue date, and expiry date
5. Attach the certificate document
6. Click :guilabel:`Save`

Trade Document Verification

1. From an inspection order, go to the Documents tab
2. The system lists required trade documents:
   • Commercial Invoice
   • Packing List
   • Bill of Lading
   • Insurance Certificate
   • Other required certificates
3. Mark each document as verified or note discrepancies
4. The doc_verification_complete flag updates automatically

Shipment Gate Control

When the Blocks Shipment flag is enabled on an inspection:

• The linked shipment cannot be released for customs clearance until the inspection passes
• Failed inspections require resolution (re-inspection or manager override) before the shipment can proceed
• The shipment gate status is visible on the trade logistics shipment form

Cost Tracking

1. From an inspection order, go to the Costs tab
2. Click :guilabel:`Add a line`
3. Enter cost details:
   • Cost Type: Agency fee, travel, lab, or other
   • Amount: Cost in the inspection currency
   • Description: Brief cost description
4. Costs exceeding approval thresholds require manager approval
5. Total cost is computed automatically on the inspection header

Re-Inspections

When an inspection fails and a follow-up is required:

1. Open the failed inspection
2. Click :guilabel:`Create Re-Inspection`
3. The system creates a new inspection linked to the parent
4. Enter the re-inspection reason
5. The re-inspection count updates on the parent record

Dashboard

The OWL Management Dashboard provides:

• Pipeline counters: Inspections by state (Draft, Requested, Scheduled, In Progress, Completed, Passed, Failed)
• Activity metrics: Overdue, due today, and upcoming inspections
• Embedded kanban: Filterable inspection cards
• Quick navigation: Click any counter to filter the list view

Access the dashboard from :menuselection:`Purchase --> Trade Inspection --> Dashboard`.

Models

Key Fields

Trade Inspection (grev.purchase.trade.inspection)

• name: Auto-generated inspection reference
• purchase_order_id: Link to purchase order
• partner_id: Supplier (computed from PO)
• inspection_type: PSI, Legal, or Customs
• state: Workflow state (8 states)
• inspection_agency_id: Third-party agency
• inspector_name: Inspector assigned
• inspection_date: Scheduled datetime
• origin_country_id: Country of origin
• destination_country_id: Destination country
• result: Pass, Fail, or Conditional
• blocks_shipment: Shipment gate flag (default: True)
• compliance_required: Compliance tracking flag
• checklist_progress: Checklist completion percentage
• total_cost: Sum of all inspection costs
• parent_inspection_id: Link to parent (re-inspections)

Workflow Actions

• action_request(): Move to Requested state
• action_schedule(): Move to Scheduled state
• action_start(): Move to In Progress state
• action_complete(): Move to Completed state
• action_pass(): Mark as Passed (locks record)
• action_fail(): Mark as Failed (locks record)