diff --git a/expense_report_odoo/README.rst b/expense_report_odoo/README.rst new file mode 100755 index 000000000..b460d3856 --- /dev/null +++ b/expense_report_odoo/README.rst @@ -0,0 +1,44 @@ +.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Employee Expense Report +======================= +The administrator has the ability to view the expense reports of any employee they choose, while regular users can only access and view their own expense reports. + +License +------- +General Public License, Version 3 (AGPL v3). +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +Developer: V16 Anfas Faisal K, + V17 Gayathri V, +Contact: odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com + +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/expense_report_odoo/__init__.py b/expense_report_odoo/__init__.py new file mode 100644 index 000000000..758382be9 --- /dev/null +++ b/expense_report_odoo/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Gayathri V (odoo@cybrosys.info) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import wizard diff --git a/expense_report_odoo/__manifest__.py b/expense_report_odoo/__manifest__.py new file mode 100644 index 000000000..790ffbfa4 --- /dev/null +++ b/expense_report_odoo/__manifest__.py @@ -0,0 +1,49 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Gayathri v(odoo@cybrosys.info) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +{ + 'name': "Employee Expense Report", + 'version': "17.0.1.0.0", + 'category': 'Human Resources', + 'summary': 'The administrator has the ability to view the expense reports ' + 'of any employee they choose, while regular users can only ' + 'access and view their own expense reports.', + 'description': "This apps helps Admin to print multiples employee " + "expense reports with custom dates and the print" + "the report of the current status like to submit, " + "submitted, approved, paid, refused, all, etc.", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['hr_expense'], + 'data': [ + 'security/ir.model.access.csv', + 'report/expense_report_filter_reports.xml', + 'report/expense_report_filter_templates.xml', + 'wizard/expense_report_filter_views.xml', + ], + 'images': ['static/description/banner.jpg'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/expense_report_odoo/doc/RELEASE_NOTES.md b/expense_report_odoo/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..dfaeb14ab --- /dev/null +++ b/expense_report_odoo/doc/RELEASE_NOTES.md @@ -0,0 +1,7 @@ +## Module + +#### 10.02.2024 +#### Version 17.0.1.0.0 +#### ADD + +- Initial commit for Employee Expense Report diff --git a/expense_report_odoo/report/expense_report_filter_reports.xml b/expense_report_odoo/report/expense_report_filter_reports.xml new file mode 100644 index 000000000..558942d95 --- /dev/null +++ b/expense_report_odoo/report/expense_report_filter_reports.xml @@ -0,0 +1,11 @@ + + + + + Expense Report + expense.report.filter + qweb-pdf + expense_report_odoo.report_expense_report_details + expense_report_odoo.report_expense_report_details + + diff --git a/expense_report_odoo/report/expense_report_filter_templates.xml b/expense_report_odoo/report/expense_report_filter_templates.xml new file mode 100644 index 000000000..ade969293 --- /dev/null +++ b/expense_report_odoo/report/expense_report_filter_templates.xml @@ -0,0 +1,126 @@ + + + + + diff --git a/expense_report_odoo/security/ir.model.access.csv b/expense_report_odoo/security/ir.model.access.csv new file mode 100644 index 000000000..567dc4b23 --- /dev/null +++ b/expense_report_odoo/security/ir.model.access.csv @@ -0,0 +1,2 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_expense_report_filter_user,access.expense.report.filter.user,model_expense_report_filter,base.group_user,1,1,1,1 diff --git a/expense_report_odoo/static/description/assets/icons/capture (1).png 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+ Odoo.sh +
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+ Employee Expense Reports

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+ Generate Employee Expense Reports As Per The Specified + Requirements. +

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+ Key Highlights +

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+ This application facilitates the printing of + employee expense reports.

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+ Offering the admin the flexibility to generate + multiple expense reports using custom dates.

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+ Admin can print reports based on various status + categories such as to submit, submitted, + approved, paid, refused.

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+ Admin can print multiple employee expense reports.

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+ Click "Expense Report" to print Report.

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+ Under Expenses > Expense Report.

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+ Admin can + print any Employee Report or can print Multiple Employee Reports at a time.

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+ The format of the Expense Report is as follows:

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+
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  • + Easy to print + employee expense reports by daily, weekly, + monthly, yearly. +
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  • + Employees have + the option to print their own expense reports. +
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  • + Employees can + print the report by status like to submit, + submitted, approved, paid, refused, all, etc. +
  • +
  • + Admin can print reports based on various status + categories such as to submit, submitted, + approved, paid, refused. +
  • +
  • + Admin can print multiple employee expense reports. +
  • +
  • + Employees can print expense reports using a date filter +
  • +
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Version + 17.0.1.0.0|Released on:20th Nov 2023 +
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+ + + + + + diff --git a/expense_report_odoo/wizard/__init__.py b/expense_report_odoo/wizard/__init__.py new file mode 100644 index 000000000..7e544d272 --- /dev/null +++ b/expense_report_odoo/wizard/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Gayathri v (odoo@cybrosys.info) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import expense_report_filter diff --git a/expense_report_odoo/wizard/expense_report_filter.py b/expense_report_odoo/wizard/expense_report_filter.py new file mode 100644 index 000000000..600d150fb --- /dev/null +++ b/expense_report_odoo/wizard/expense_report_filter.py @@ -0,0 +1,110 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Gayathri V (odoo@cybrosys.info) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from odoo import api, fields, models, _ +from odoo.exceptions import ValidationError + + +class ExpenseReportFilter(models.TransientModel): + _name = 'expense.report.filter' + _description = 'Expense Report Wizard' + + from_date = fields.Date(string='Start Date', + help="The start date for the expense period") + to_date = fields.Date(string='End Date', + help="The end date for the expense period") + employee_name_ids = fields.Many2many('hr.employee', + string="Employee Name", + default=lambda self: [ + (4, self.env.user.employee_id.id)], + help="The employees associated with " + "the expenses") + state = fields.Selection([ + ('draft', 'To Submit'), + ('reported', 'Submitted'), + ('approved', 'Approved'), + ('done', 'Paid'), + ('refused', 'Refused') + ], string='Status', copy=False, index=True, default='draft', + help="The current status of the expense report") + + @api.model + def create(self, vals): + """This method ensures that an employee_name_ids field is + set when creating an ExpenseWizard record, unless the + current user has the 'base.group_system' security group.""" + if not vals.get('employee_name_ids') and not self.env.user.has_group( + 'base.group_system'): + vals['employee_name_ids'] = [(4, self.env.user.employee_id.id)] + return super().create(vals) + + def action_expense_report(self): + """This method ensures that generates a report of expenses based on + various filters and the Values are passed + to the Report Template""" + query = """Select hr_expense.date,hr_expense.product_id, + hr_expense.name,hr_expense.employee_id, + hr_expense.price_unit,hr_expense.quantity, + hr_expense.currency_id, + hr_expense.total_amount,hr_expense.state,pl.name as t2,ep.name as + t3,currency.symbol as t4 from hr_expense LEFT JOIN product_product + pd ON pd.id = hr_expense.product_id left join product_template + pl on pl.id = pd.product_tmpl_id + left join hr_employee ep on ep.id = hr_expense.employee_id + left join res_currency currency ON currency.id = hr_expense.currency_id + where 1=1""" + params = [] + if self.from_date: + query += " AND date >= %s" + params.append(self.from_date) + if self.to_date: + if self.from_date and self.to_date < self.from_date: + raise ValidationError(_("End date cannot be before start date")) + query += " AND date <= %s" + params.append(self.to_date) + if self.employee_name_ids: + employee_ids = tuple(self.employee_name_ids.ids) + if len(employee_ids) > 1: + query += " AND employee_id IN %s" + params.append(employee_ids) + else: + query += " AND employee_id = %s" + params.append(employee_ids[0]) + emp_name = self.employee_name_ids.mapped('name') + else: + all_employees = self.env['hr.employee'].search([]) + query += " AND employee_id IN %s" + params.append(tuple(all_employees.ids)) + emp_name = all_employees.mapped('name') + if self.state: + query += " AND state = %s" + params.append(self.state) + self.env.cr.execute(query, params) + data = { + 'model_id': self.id, + 'from_date': self.from_date, + 'to_date': self.to_date, + 'emp_name': emp_name, + 'state': self.state, + 'data_pdf': self.env.cr.dictfetchall() + } + return self.env.ref('expense_report_odoo.action_expense_request_report') \ + .report_action(None, data=data) diff --git a/expense_report_odoo/wizard/expense_report_filter_views.xml b/expense_report_odoo/wizard/expense_report_filter_views.xml new file mode 100644 index 000000000..632a7f372 --- /dev/null +++ b/expense_report_odoo/wizard/expense_report_filter_views.xml @@ -0,0 +1,36 @@ + + + + + expense.report.filter.view.form + expense.report.filter + +
+ + + + + + +
+
+
+
+
+ + + Expense Report + ir.actions.act_window + expense.report.filter + form + + new + + + +