diff --git a/create_expense_from_task_odoo/README.rst b/create_expense_from_task_odoo/README.rst new file mode 100755 index 000000000..7d82ab7b8 --- /dev/null +++ b/create_expense_from_task_odoo/README.rst @@ -0,0 +1,46 @@ +.. 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 + +Create Expense From Task +======================= +This apps helps User to create multiple expense from project task and split the amount between assigns. + +Installation +============ + - Install our custom addon + +License +------- +GNU Affero General Public License v3.0 (AGPL v3) +(http://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +Developer: (V18) Nivedhya T, 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/create_expense_from_task_odoo/__init__.py b/create_expense_from_task_odoo/__init__.py new file mode 100644 index 000000000..0ead625a7 --- /dev/null +++ b/create_expense_from_task_odoo/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions() +# +# 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 models +from . import wizards diff --git a/create_expense_from_task_odoo/__manifest__.py b/create_expense_from_task_odoo/__manifest__.py new file mode 100644 index 000000000..7553f299f --- /dev/null +++ b/create_expense_from_task_odoo/__manifest__.py @@ -0,0 +1,45 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions() +# +# 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': "Create Expense From Task", + 'version': "18.0.1.0.0", + 'category': 'Services/Project', + 'summary': 'User can create Expense from Task', + 'description': "This apps helps User to create multiple expense " + "from project task and split the amount between assigns", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['base', 'hr_expense', 'project'], + 'data': [ + 'security/ir.model.access.csv', + 'views/hr_expense_views.xml', + 'views/project_task_views.xml', + 'wizards/expense_amount_views.xml', + ], + 'images': ['static/description/banner.jpg'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/create_expense_from_task_odoo/doc/RELEASE_NOTES.md b/create_expense_from_task_odoo/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..56b724418 --- /dev/null +++ b/create_expense_from_task_odoo/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 11.10.2024 +#### Version 18.0.1.0.0 +#### ADD +- Initial commit for Create Expense From Task diff --git a/create_expense_from_task_odoo/models/__init__.py b/create_expense_from_task_odoo/models/__init__.py new file mode 100644 index 000000000..8d3382bd6 --- /dev/null +++ b/create_expense_from_task_odoo/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions() +# +# 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 hr_expense +from . import project_task diff --git a/create_expense_from_task_odoo/models/hr_expense.py b/create_expense_from_task_odoo/models/hr_expense.py new file mode 100644 index 000000000..1aac2a30e --- /dev/null +++ b/create_expense_from_task_odoo/models/hr_expense.py @@ -0,0 +1,36 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions() +# +# 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 fields, models + + +class HrExpense(models.Model): + """ + Inherit HrExpense model extends the hr.expense model in the Odoo framework. + It adds two Many2one fields - project_id and task_id - which are used to + associate a project and a task with an expense record. + """ + _inherit = 'hr.expense' + + project_id = fields.Many2one('project.project', + help='The project associated with this record.') + task_id = fields.Many2one('project.task', + help='The task associated with this record.') diff --git a/create_expense_from_task_odoo/models/project_task.py b/create_expense_from_task_odoo/models/project_task.py new file mode 100644 index 000000000..7845dd564 --- /dev/null +++ b/create_expense_from_task_odoo/models/project_task.py @@ -0,0 +1,63 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions() +# +# 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 models + + +class InheritProjectTask(models.Model): + """ + InheritProjectTask model extends the project.task model in the Odoo + framework. It adds two methods - create_task_expense() and smart_expense() + - which are used as button actions to create expense records associated + with a task and display existing expense records related to a task, + respectively. + """ + _inherit = 'project.task' + + def action_create_task_expense(self): + """Expense Button which will go to Expense Wizard Form where he add + the total amount of expense and also pass the value through context""" + return { + 'name': 'Create Expense Wizard', + 'type': 'ir.actions.act_window', + 'res_model': 'expense.amount', + 'view_mode': 'form', + 'target': 'new', + 'context': { + 'default_task_id': self.id, + 'default_project_id': self.project_id.id, + 'default_name': self.name, + 'default_employee_name_id': [ + (6, 0, self.user_ids.mapped('employee_ids').ids)] + }, + } + + def smart_expense(self): + """ Smart Button of Expense which will redirect to Current Expense + Records""" + expense_ids = self.env['hr.expense'].search([('task_id', '=', self.id)]).ids + return { + 'type': 'ir.actions.act_window', + 'res_model': 'hr.expense', + 'domain': [('id', 'in', expense_ids)], + 'view_mode': 'list,form', + 'target': 'current', + } diff --git a/create_expense_from_task_odoo/security/ir.model.access.csv b/create_expense_from_task_odoo/security/ir.model.access.csv new file mode 100644 index 000000000..52cdd8ed0 --- /dev/null +++ b/create_expense_from_task_odoo/security/ir.model.access.csv @@ -0,0 +1,4 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_expense_amount,expense.amount,model_expense_amount,base.group_user,1,1,1,1 + + diff --git a/create_expense_from_task_odoo/static/description/assets/cybro-icon.png b/create_expense_from_task_odoo/static/description/assets/cybro-icon.png new file mode 100644 index 000000000..06e73e11d Binary files /dev/null and b/create_expense_from_task_odoo/static/description/assets/cybro-icon.png differ diff --git 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+
+ + + +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+ +
+
+
+
+

+ Helps to Create Expense for Tasks. +

+

Create Expense From Task +

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Key + Highlights

+
+
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+ +
+
+ Generate Expense. +
+

+ Easy to Generate Expense From Tasks

+
+
+
+
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+ +
+
+ Multiple Expenses. +
+

+ The Create Expense + button could allow + users to create multiple + expenses for a single + project task, which + is useful for tasks + that require multiple + purchases or expenditures. +

+
+
+
+
+
+ +
+
+ If multiple users are assigned + to a task, the expense can be + split between them. +
+

+ If multiple users are assigned + to a task, the expense can be + split between them, allowing + for fair allocation of costs. +

+
+
+
+
+
+ +
+
+ Assigned users can request + expenses related to their + task. +
+

+ Assigned users can request + expenses related to their + task by clicking a "Create + Expense" button in the task + form and filling out a form + with the item or service they + need to purchase and the + requested amount.

+
+
+
+
+ +
+
+
+ Create Expense From Task +

+ Are you ready to make your business more + organized? +
Improve now! +

+ +
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+ +
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+ + + + +
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+ +
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+ acc_bg +
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+ Create Expenses + + from Task. +

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+

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+ Expense + + Wizard. +

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+ A wizard will pop up + and allow the user + to enter the total + amount required for the expense. + +

+
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+ +
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+ Expense + + smart button. +

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+ +

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+ Users can view + + + expenses created. +

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+ Users can view expenses created from a task through a smart button. +

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+ multiple users are + + + + assigned to a task. +

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+ +

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+ Expense can be split + + + based on multiple users. +

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+ If multiple users are + assigned to a task, + the expense can be + split between them, + allowing for fair allocation of costs. +

+
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+ +
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+ Configure in which models you want to stop the subscription.

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+ Stop automatic subscription.

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+ After installation, + open the project task + from which you want to + create an expense. You will + find an option to create expenses + within the task view. + Fill in the necessary details and save. +

+
+
+ +
+ +
+

+ Yes, the module allows + you to create multiple + expenses from a single task. + This is useful for tasks + that incur various types of expenses. +

+
+
+ +
+ +
+

+ You can generate reports + on the expenses created + from tasks using the reporting + features in the Expense module. + These reports can be customized + to include specific project and task details. +

+
+
+
+ +
+
+
+
+
+
+ +
+
+

+ Latest Release 18.0.1.0.0 +

+ + 11th October, 2024 + +
+
+
+
+
+ Add +
+
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+ + +
+
+ + + + + + diff --git a/create_expense_from_task_odoo/views/hr_expense_views.xml b/create_expense_from_task_odoo/views/hr_expense_views.xml new file mode 100644 index 000000000..2a371aaa1 --- /dev/null +++ b/create_expense_from_task_odoo/views/hr_expense_views.xml @@ -0,0 +1,15 @@ + + + + + hr.expense.view.form.inherit.create.expense.from.task.odoo + hr.expense + + + + + + + + + diff --git a/create_expense_from_task_odoo/views/project_task_views.xml b/create_expense_from_task_odoo/views/project_task_views.xml new file mode 100644 index 000000000..463976fe3 --- /dev/null +++ b/create_expense_from_task_odoo/views/project_task_views.xml @@ -0,0 +1,23 @@ + + + + + project.task.view.form.inherit.create.expense.from.task.odoo + project.task + + + + + + + + + diff --git a/create_expense_from_task_odoo/wizards/__init__.py b/create_expense_from_task_odoo/wizards/__init__.py new file mode 100644 index 000000000..3095255e5 --- /dev/null +++ b/create_expense_from_task_odoo/wizards/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions() +# +# 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_amount diff --git a/create_expense_from_task_odoo/wizards/expense_amount.py b/create_expense_from_task_odoo/wizards/expense_amount.py new file mode 100644 index 000000000..6e4deb1c8 --- /dev/null +++ b/create_expense_from_task_odoo/wizards/expense_amount.py @@ -0,0 +1,58 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies(). +# Author: Cybrosys Techno Solutions() +# +# 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 fields, models + + +class ExpenseAmount(models.TransientModel): + """This wizards is used for creating expense records. + It allows users to specify the service name, the employee names associated with + the record, and the total amount for the record. + """ + _name = 'expense.amount' + _description = "Expense Amount for Creating Expense Records" + + product_id = fields.Many2one('product.product', string="Service Name", + domain=[('type', '=', 'service')], + help="The product associated with the record") + employee_name_ids = fields.Many2many('hr.employee', string="Employee Name", + help="The employees associated with " + "this record." + ) + total_amount = fields.Float(string="Total Amount", help="The total amount " + "for this record.") + + def action_create_expense(self): + """Expense Creation if they are many assigned the amount is split + blw them""" + expense_ids = [] + count = len(self.employee_name_ids) + for employee in self.employee_name_ids: + expense = self.env['hr.expense'].create([{ + 'employee_id': employee.id, + 'date': fields.Date.today(), + 'name': self._context.get('default_name'), + 'project_id': self._context.get('default_project_id'), + 'total_amount': self.total_amount / count, + 'product_id': self.product_id.id, + }]) + expense_ids.append(expense.id) + return expense_ids diff --git a/create_expense_from_task_odoo/wizards/expense_amount_views.xml b/create_expense_from_task_odoo/wizards/expense_amount_views.xml new file mode 100644 index 000000000..91b5348d4 --- /dev/null +++ b/create_expense_from_task_odoo/wizards/expense_amount_views.xml @@ -0,0 +1,23 @@ + + + + + expense.amount.view.form + expense.amount + +
+ + + + + + +
+
+
+