[ADD] accounting: adding polish localization

content/applications/finance/fiscal_localizations.rst

@@ -119,7 +119,7 @@ Fiscal localization modules are available for the countries listed below.
 - Panama
 - :doc:`Peru <fiscal_localizations/peru>`
 - :doc:`Philippines <fiscal_localizations/philippines>`
-- Poland
+- :doc:`Poland <fiscal_localizations/poland>`
 - Portugal
 - Qatar
 - :doc:`Romania <fiscal_localizations/romania>`
@@ -183,6 +183,7 @@ Fiscal localization modules are available for the countries listed below.
    fiscal_localizations/oman
    fiscal_localizations/peru
    fiscal_localizations/philippines
+   fiscal_localizations/poland
    fiscal_localizations/romania
    fiscal_localizations/saudi_arabia
    fiscal_localizations/singapore

content/applications/finance/fiscal_localizations/poland.rst

@@ -0,0 +1,162 @@
+======
+Poland
+======
+
+.. _localizations/poland/modules:
+
+Modules
+=======
+
+The following modules are installed automatically with the Polish localization:
+
+.. list-table::
+   :header-rows: 1
+   :widths: 25 25 50
+
+   * - Name
+     - Technical name
+     - Description
+   * - :guilabel:`Poland - Accounting`
+     - `l10n_pl`
+     - Polish :ref:`fiscal localization package <fiscal_localizations/packages>`, complete with the
+       local chart of accounts, taxes, tax report, and fiscal positions
+   * - :guilabel:`Poland - Accounting Reports`
+     - `l10n_pl_reports`
+     - Accounting reports for Poland
+   * - :guilabel:`Polish - E-Invoicing FA (3)`
+     - `l10n_pl_edi`
+     - Integration module for KSeF to support Polish e-Invoicing requirements
+   * - :guilabel:`Poland - Taxable Supply Date`
+     - `l10n_pl_taxable_supply_date`
+     - Support for taxable supply dates
+   * - :guilabel:`Poland - Accounting - Bank Account Verification`
+     - `l10n_pl_bank_verification`
+     - Verification of the VAT/Bank account number combination for PL-to-PL payments exceeding
+       15,000 PLN
+   * - :guilabel:`Poland - JPK FA Reports`
+     - `l10n_pl_reports_jpk_fa`
+     - Module to generate JPK_FA XML reports for Poland
+   * - :guilabel:`Poland - JPK_VAT PoS Enterprise`
+     - `l10n_pl_reports_pos_jpk`
+     - Integration module for PoS information in the Polish JPK report
+   * - :guilabel:`Poland - SAFT Income Tax Report (JPK KR PD)`
+     - `l10n_pl_reports_account_saft`
+     - Module to generate the JPK_KR_PD XML report for Poland
+
+.. note::
+   In some cases, such as when upgrading to a version with additional modules, it is possible that
+   modules may not be installed automatically. Any missing modules can be manually :ref:`installed
+   <general/install>`.
+
+.. _localizations/poland/ksef:
+
+E-invoicing with KSeF
+=====================
+
+`KSeF <https://ksef.podatki.gov.pl/>`_ is Poland's mandatory, centralized electronic invoicing
+system used to issue, transmit, and store electronic invoices according to national regulations.
+
+.. _localizations/poland/ksef-configuration:
+
+.. seealso::
+   `KSeF platform video tutorials of the Polish Ministry of Finance <https://www.youtube.com/watch?v=V6E1fGUFPw4&list=PLGj5OAFBHLKX0cEVGjcGplnbX6LpDFF38&index=1>`_
+
+Configuration
+-------------
+
+To use KSeF e-Invoicing with Odoo, first `create a KSeF account <https://ap.ksef.mf.gov.pl/web/>`_
+or log in using your company's NIP if you already have credentials. Next, request a certificate and
+ensure you save the password created during this process, as it will be required later.
+
+Once the certificate request is complete, download the `.pem` **certificate file** and save the
+**private key** issued by KSeF. You will need both to complete the Odoo integration.
+
+.. _localizations/poland/linking-ksef:
+
+Link Odoo to KSeF
+~~~~~~~~~~~~~~~~~
+
+.. seealso::
+   `KSeF test and pre-production environments <https://ksef.podatki.gov.pl/aplikacja-podatnika-ksef-20/>`_
+
+#. Open the **Accounting** app and navigate to :menuselection:`Configuration --> Settings`.
+#. Scroll down to the :guilabel:`Polish Localization` section and enable :guilabel:`Allow KSeF
+   integration`.
+#. Enter a name for your KSeF certificate in the newly enabled field, then select :guilabel:`Create
+   and edit...` from the drop-down menu.
+#. In the pop-up window, click :guilabel:`Upload your file` and select your **certificate**
+   (`.pem`). In the :guilabel:`Certificate Password` field, enter the password created during the
+   certificate application on the KSeF platform.
+#. Once the certificate is uploaded, the :guilabel:`Private Key` field appears. Click the empty
+   field, select :guilabel:`Create` from the drop-down menu, and enter your **private key**. The
+   **public key** is embedded within the `.pem` file and is automatically filled in.
+#. Finally, click :guilabel:`Save`.
+
+.. _localizations/poland/company-and-contacts:
+
+Company and customers
+~~~~~~~~~~~~~~~~~~~~~
+
+The KSeF invoicing workflow requires address information related to the company that sends the
+invoices and the customers who receive them:
+
+#. Go to :menuselection:`Settings --> Users & Companies --> Companies` and select the company that
+   will use KSeF.
+#. Fill in the :guilabel:`Company Name`, :guilabel:`VAT` (Tax ID), and :guilabel:`Country`. If
+   desired, fill in additional optional fields such as :guilabel:`Street`, :guilabel:`City`,
+   :guilabel:`State`, and :guilabel:`ZIP`.
+
+   .. important::
+      - The :guilabel:`Country` must be set to :guilabel:`Poland`.
+      - The company must have a valid Polish VAT (**NIP**) number.
+
+#. Open the **Accounting** app, and go to :menuselection:`Customers --> Customers`.
+#. For each customer whose invoices will be sent to KSeF, click on the customer to open the form
+   view, and complete the :guilabel:`Country` and :guilabel:`VAT`. If desired, fill in additional
+   optional fields such as :guilabel:`Street`, :guilabel:`City`, :guilabel:`State`, and
+   :guilabel:`ZIP`.
+
+.. _localizations/poland/sending-invoices:
+
+Sending invoices to KSeF via Odoo
+---------------------------------
+
+Once you have :ref:`linked your company with KSeF <localizations/poland/linking-ksef>` and
+:ref:`configured your company and contacts <localizations/poland/company-and-contacts>`, you can
+send invoices to KSeF directly through Odoo:
+
+#. Open the **Accounting** app, go to :menuselection:`Customers --> Invoices`, and select a posted
+   invoice.
+#. Click :guilabel:`Send`.
+#. In the pop-up window, check :guilabel:`Send via KSeF (e-Faktura)` and click :guilabel:`Send`.
+
+When an invoice is sent, Odoo automatically:
+
+- Generates the invoice in the required FA(3) XML format.
+- Submits the file to KSeF for validation.
+- Saves a copy of the XML file in the invoice's chatter.
+
+You can also manually export the FA(3) XML and check the invoice's processing status:
+
+#. Open a posted invoice.
+#. Click :guilabel:`Export FA(3) XML` to download the invoice as an XML file to your browser's
+   download folder.
+#. To check its processing status, click :guilabel:`Check invoice status` next to the export option.
+#. The live status is displayed on the invoice under the :guilabel:`eInvoice status` field.
+
+Once the Polish government officially registers the invoice on the KSeF platform, it assigns an
+**Official Receipt Certificate (UPO)**. To view it, open the invoice and click
+:guilabel:`Check invoice UPO`.
+
+.. _localizations/poland/ksef-import:
+
+Automatic bill import
+~~~~~~~~~~~~~~~~~~~~~
+
+By default, the Polish localization automatically fetches vendor bills from KSeF every three hours.
+To adjust this frequency or toggle the feature:
+
+#. With :doc:`developer mode <../../general/developer_mode>` activated, open the **Settings** app
+   and go to :menuselection:`Technical --> Scheduled Actions`.
+#. Search for and open :guilabel:`Polish eInvoice: Download vendor bills from KSeF`.
+#. Use the :guilabel:`Execute Every` field to change the frequency.