Sreejith P
7 years ago
21 changed files with 510 additions and 0 deletions
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Open HRMS Loan Accounting |
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========================= |
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|
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Manage Loan Requests. |
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Installation |
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============ |
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- www.odoo.com/documentation/11.0/setup/install.html |
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- Install our custom addon |
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|
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License |
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======= |
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GNU AFFERO GENERAL PUBLIC LICENSE, Version 3 (AGPLv3) |
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(http://www.gnu.org/licenses/agpl.html) |
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Bug Tracker |
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=========== |
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Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. |
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Credits |
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======= |
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* Cybrosys Techno Solutions <https://www.cybrosys.com> |
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Author |
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------ |
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|
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Developers: Anusha P P <anusha@cybrosys.in> |
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Maintainer |
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---------- |
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This module is maintained by Cybrosys Technologies. |
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For support and more information, please visit https://www.cybrosys.com. |
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# -*- coding: utf-8 -*- |
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from . import models |
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# -*- coding: utf-8 -*- |
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################################################################################### |
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# A part of Open HRMS Project <https://www.openhrms.com> |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2018-TODAY Cybrosys Technologies (<https://www.cybrosys.com>). |
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# Author: Anusha P P (<https://www.cybrosys.com>) |
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# |
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# This program is free software: you can modify |
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# it under the terms of the GNU Affero General Public License (AGPL) as |
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# published by the Free Software Foundation, either version 3 of the |
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# License, or (at your option) any later version. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU Affero General Public License for more details. |
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# |
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# You should have received a copy of the GNU Affero General Public License |
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# along with this program. If not, see <https://www.gnu.org/licenses/>. |
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# |
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################################################################################### |
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{ |
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'name': 'Open HRMS Loan Accounting', |
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'version': '11.0.1.0.0', |
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'summary': 'Open HRMS Loan Accounting', |
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'description': """ |
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Create accounting entries for loan requests. |
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""", |
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'category': 'Human Resources', |
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'author': "Cybrosys Techno Solutions", |
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'company': 'Cybrosys Techno Solutions', |
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'maintainer': 'Cybrosys Techno Solutions', |
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'website': "https://www.openhrms.com", |
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'depends': [ |
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'base', 'hr_payroll', 'hr', 'account', 'ohrms_loan', |
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], |
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'data': [ |
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'views/hr_loan_config.xml', |
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'views/hr_loan_acc.xml', |
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|
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], |
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'demo': [], |
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'images': ['static/description/banner.jpg'], |
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'license': 'AGPL-3', |
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'installable': True, |
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'auto_install': False, |
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'application': False, |
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} |
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## Module <ohrms_loan_accounting> |
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|
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#### 21.04.2018 |
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#### Version 11.0.1.0.0 |
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##### ADD |
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- Initial commit for Open HRMS Project |
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# -*- coding: utf-8 -*- |
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from . import hr_loan_config |
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from . import hr_loan_acc |
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# -*- coding: utf-8 -*- |
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import time |
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from odoo import models, api |
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from odoo.exceptions import except_orm |
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|
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class HrLoanAcc(models.Model): |
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_inherit = 'hr.loan' |
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|
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@api.multi |
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def action_approve(self): |
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"""This create account move for request. |
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""" |
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loan_approve = self.env['ir.config_parameter'].sudo().get_param('account.loan_approve') |
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contract_obj = self.env['hr.contract'].search([('employee_id', '=', self.employee_id.id)]) |
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if not contract_obj: |
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raise except_orm('Warning', 'You must Define a contract for employee') |
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if not self.loan_lines: |
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raise except_orm('Warning', 'You must compute installment before Approved') |
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if loan_approve: |
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self.write({'state': 'waiting_approval_2'}) |
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else: |
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if not self.emp_account_id or not self.treasury_account_id or not self.journal_id: |
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raise except_orm('Warning', |
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"You must enter employee account & Treasury account and journal to approve ") |
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if not self.loan_lines: |
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raise except_orm('Warning', 'You must compute Loan Request before Approved') |
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timenow = time.strftime('%Y-%m-%d') |
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for loan in self: |
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amount = loan.loan_amount |
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loan_name = loan.employee_id.name |
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reference = loan.name |
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journal_id = loan.journal_id.id |
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debit_account_id = loan.treasury_account_id.id |
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credit_account_id = loan.emp_account_id.id |
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debit_vals = { |
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'name': loan_name, |
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'account_id': debit_account_id, |
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'journal_id': journal_id, |
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'date': timenow, |
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'debit': amount > 0.0 and amount or 0.0, |
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'credit': amount < 0.0 and -amount or 0.0, |
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'loan_id': loan.id, |
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} |
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credit_vals = { |
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'name': loan_name, |
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'account_id': credit_account_id, |
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'journal_id': journal_id, |
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'date': timenow, |
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'debit': amount < 0.0 and -amount or 0.0, |
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'credit': amount > 0.0 and amount or 0.0, |
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'loan_id': loan.id, |
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} |
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vals = { |
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'name': 'Loan For' + ' ' + loan_name, |
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'narration': loan_name, |
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'ref': reference, |
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'journal_id': journal_id, |
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'date': timenow, |
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'line_ids': [(0, 0, debit_vals), (0, 0, credit_vals)] |
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} |
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move = self.env['account.move'].create(vals) |
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move.post() |
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self.write({'state': 'approve'}) |
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return True |
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|
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@api.multi |
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def action_double_approve(self): |
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"""This create account move for request in case of double approval. |
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""" |
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if not self.emp_account_id or not self.treasury_account_id or not self.journal_id: |
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raise except_orm('Warning', "You must enter employee account & Treasury account and journal to approve ") |
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if not self.loan_lines: |
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raise except_orm('Warning', 'You must compute Loan Request before Approved') |
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timenow = time.strftime('%Y-%m-%d') |
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for loan in self: |
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amount = loan.loan_amount |
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loan_name = loan.employee_id.name |
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reference = loan.name |
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journal_id = loan.journal_id.id |
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debit_account_id = loan.treasury_account_id.id |
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credit_account_id = loan.emp_account_id.id |
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debit_vals = { |
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'name': loan_name, |
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'account_id': debit_account_id, |
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'journal_id': journal_id, |
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'date': timenow, |
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'debit': amount > 0.0 and amount or 0.0, |
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'credit': amount < 0.0 and -amount or 0.0, |
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'loan_id': loan.id, |
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} |
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credit_vals = { |
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'name': loan_name, |
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'account_id': credit_account_id, |
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'journal_id': journal_id, |
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'date': timenow, |
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'debit': amount < 0.0 and -amount or 0.0, |
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'credit': amount > 0.0 and amount or 0.0, |
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'loan_id': loan.id, |
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} |
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vals = { |
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'name': 'Loan For' + ' ' + loan_name, |
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'narration': loan_name, |
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'ref': reference, |
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'journal_id': journal_id, |
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'date': timenow, |
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'line_ids': [(0, 0, debit_vals), (0, 0, credit_vals)] |
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} |
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move = self.env['account.move'].create(vals) |
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move.post() |
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self.write({'state': 'approve'}) |
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return True |
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class HrLoanLineAcc(models.Model): |
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_inherit = "hr.loan.line" |
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@api.one |
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def action_paid_amount(self): |
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"""This create the account move line for payment of each installment. |
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""" |
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timenow = time.strftime('%Y-%m-%d') |
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for line in self: |
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if line.loan_id.state != 'approve': |
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raise except_orm('Warning', "Loan Request must be approved") |
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amount = line.amount |
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loan_name = line.employee_id.name |
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reference = line.loan_id.name |
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journal_id = line.loan_id.journal_id.id |
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debit_account_id = line.loan_id.emp_account_id.id |
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credit_account_id = line.loan_id.treasury_account_id.id |
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debit_vals = { |
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'name': loan_name, |
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'account_id': debit_account_id, |
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'journal_id': journal_id, |
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'date': timenow, |
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'debit': amount > 0.0 and amount or 0.0, |
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'credit': amount < 0.0 and -amount or 0.0, |
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} |
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credit_vals = { |
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'name': loan_name, |
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'account_id': credit_account_id, |
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'journal_id': journal_id, |
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'date': timenow, |
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'debit': amount < 0.0 and -amount or 0.0, |
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'credit': amount > 0.0 and amount or 0.0, |
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} |
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vals = { |
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'name': 'Loan For' + ' ' + loan_name, |
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'narration': loan_name, |
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'ref': reference, |
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'journal_id': journal_id, |
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'date': timenow, |
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'line_ids': [(0, 0, debit_vals), (0, 0, credit_vals)] |
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} |
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move = self.env['account.move'].create(vals) |
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move.post() |
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return True |
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|
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|
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class HrPayslipAcc(models.Model): |
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_inherit = 'hr.payslip' |
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|
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@api.multi |
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def action_payslip_done(self): |
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for line in self.input_line_ids: |
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if line.loan_line_id: |
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line.loan_line_id.action_paid_amount() |
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return super(HrPayslipAcc, self).action_payslip_done() |
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from odoo import models, fields, api, _ |
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|
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class AccConfig(models.TransientModel): |
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_inherit = 'res.config.settings' |
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loan_approve = fields.Boolean(default=False, string="Approval from Accounting Department", |
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help="Loan Approval from account manager") |
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|
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@api.model |
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def get_values(self): |
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res = super(AccConfig, self).get_values() |
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res.update( |
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loan_approve=self.env['ir.config_parameter'].sudo().get_param('account.loan_approve') |
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) |
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return res |
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|
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@api.multi |
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def set_values(self): |
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super(AccConfig, self).set_values() |
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self.env['ir.config_parameter'].sudo().set_param('account.loan_approve', self.loan_approve) |
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|
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|
After Width: | Height: | Size: 17 KiB |
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After Width: | Height: | Size: 119 KiB |
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After Width: | Height: | Size: 131 KiB |
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After Width: | Height: | Size: 221 KiB |
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After Width: | Height: | Size: 50 KiB |
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After Width: | Height: | Size: 31 KiB |
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<section class="oe_container bg-gray-lighter" xmlns="http://www.w3.org/1999/html"> |
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<div class="oe_row"> |
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<div class="oe_span"> |
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<h2 class="oe_slogan"><a href="https://www.cybrosys.com">Open HRMS</a></h2> |
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<h3 class="oe_slogan">Most advanced open source HR management software</h3> |
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</div> |
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|
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|
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</div> |
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</section> |
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|
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<section class="oe_container"> |
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<div class="oe_row oe_spaced oe_mt32"> |
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<div class="oe_span"> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<a href="https://www.openhrms.com/#request-demo"> |
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<img src="HRMS-BUTTON.png"> |
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</a> |
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</div> |
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</div> |
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|
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</div> |
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</section> |
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|
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<section class="oe_container oe_dark"> |
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<div class="oe_row oe_spaced"> |
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<h2 class="oe_slogan">Open HRMS Loan Accounting</h2> |
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<h3 class="oe_slogan">Manage Loan request of employees</h3> |
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<h4 class="oe_slogan"><a href="https://www.cybrosys.com">Cybrosys Technologies</a></h4> |
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</div> |
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<div class="oe_row oe_spaced" style="padding-left:65px;"> |
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<h4>Features:</h4> |
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<div> |
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<span style="color:green;"> ☑ </span>Employee can create loan request.<br/> |
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<span style="color:green;"> ☑ </span>Double layer approval, from Accounting & HR Department.<br/> |
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<span style="color:green;"> ☑ </span>Current month installment is automatically listed in payslip.<br/> |
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<span style="color:green;"> ☑ </span>Loan amount is deducted from the salary.<br/> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container"> |
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<div class="oe_row oe_spaced"> |
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<div class="" style="text-align: center;"> |
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<div class="oe_picture"> |
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<h3 class="oe_slogan">Overview</h3> |
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<p class="oe_mt32"> |
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Open HRMS Loan is a component of Open HRMS suit. |
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Open HRMS Loan module helps the user to configure different loan policies, assign approval authority, conduct the verification process and sanction loan for employees. |
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</p> |
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</div> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container oe_dark"> |
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<div class="oe_row oe_spaced"> |
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<div class="" style="text-align: center;"> |
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<h3 class="oe_slogan">Configuration</h3> |
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</div> |
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<div class="" style="text-align: center;"> |
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<p>Install the Module "Open HRMS Loan Accounting" in order to enable Accounting Entries. |
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Enable the option "Loan Approval From Accounting Department" In accounting settings</p> |
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<div class="oe_span12"> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<img style="border:10px solid white;" src="accounting_validation.png"> |
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</div> |
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</div> |
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</div> |
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<div class="" style="text-align: center;"> |
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<p>Add the deduction rule for loan in Salary Structure</p> |
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<div class="oe_span12"> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<img style="border:10px solid white;" src="loan_rule.png"> |
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</div> |
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</div> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container"> |
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<div class="oe_row oe_spaced"> |
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<div class="" style="text-align: center;"> |
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<h3 class="oe_slogan">Loan Request</h3> |
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<p>Employee can create loan request</p> |
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<div class="oe_span12"> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<img style="border:10px solid white;" src="loan_request.png"> |
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</div> |
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</div> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container oe_dark"> |
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<div class="oe_row oe_spaced"> |
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<div class="" style="text-align: center;"> |
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<h3 class="oe_slogan">Loan Approval</h3> |
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<p>Once the HR department has given the Approval, the accounts department take the decision</p> |
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<div class="oe_span12"> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<img style="border:10px solid white;" src="loan_approval.png"> |
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</div> |
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</div> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container"> |
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<div class="oe_row oe_spaced"> |
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<div class="" style="text-align: center;"> |
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<h3 class="oe_slogan">Employee Payslip</h3> |
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<p>When we create the payslip, all the pending installments of the month will be listed there. |
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</p> |
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<div class="oe_span12"> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<img style="border:10px solid white;" src="payslip.png"> |
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</div> |
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</div> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container oe_dark"> |
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<div class="oe_row oe_spaced"> |
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<div class="" style="text-align: center;"> |
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<h3 class="oe_slogan">Loan Amount Deduction</h3> |
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<p>When we check the Loan request again, |
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the deducted installments will be changed to paid.</p> |
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<div class="oe_span12"> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<img style="border:10px solid white;" src="loan_amount_deduction.png"> |
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</div> |
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</div> |
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</div> |
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</div> |
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</section> |
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|
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<div class="row section-content"> |
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<div class="col-md-6 img-content"> |
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<h3>Our Odoo Services</h3> |
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</div> <div class="bc-span col-md-12"><div class="inner-span"><a target="_blank" href="https://www.openhrms.com"><img class="img-border img-responsive thumbnail" src="cybro-service.png"></a></div></div> |
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</div> |
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</div> |
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|
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|
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<section class="oe_container"> |
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<h2 class="oe_slogan" style="margin-top:20px;" >Need Any Help?</h2> |
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<div class="oe_slogan" style="margin-top:10px !important;"> |
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<div> |
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<a |
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;" |
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href="https://www.cybrosys.com/contact/" target="_blank"><i |
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class="fa fa-phone"></i> Contact Us </a> |
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|
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<a |
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;" |
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href="https://www.odoo.com/apps/modules/browse?search=open+hrms" target="_blank"><i |
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class="fa fa-suitcase"></i> Other Open HRMS Addons </a> |
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|
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<a |
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;" |
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href="https://www.cybrosys.com/odoo-customization-and-installation/" target="_blank"><i |
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class="fa fa-wrench"></i> Request Customization </a> |
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|
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</div> |
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<br> |
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<a href="https://www.cybrosys.com/" target="_blank"> |
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<img src="cybro_logo.png" style="width: 190px; margin-bottom: 20px;" class="center-block"> |
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</a> |
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</div> |
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</section> |
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|
After Width: | Height: | Size: 111 KiB |
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After Width: | Height: | Size: 125 KiB |
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After Width: | Height: | Size: 50 KiB |
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After Width: | Height: | Size: 103 KiB |
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After Width: | Height: | Size: 54 KiB |
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<?xml version="1.0" encoding="utf-8"?> |
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<odoo> |
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|
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<record id="hr_loan_inherited" model="ir.ui.view"> |
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<field name="name">HR LOAN</field> |
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<field name="model">hr.loan</field> |
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<field name="inherit_id" ref="ohrms_loan.hr_loan_form_view"/> |
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<field name="arch" type="xml"> |
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<xpath expr="//field[@name='emp_account_id']" position="attributes"> |
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<attribute name="invisible">0</attribute> |
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</xpath> |
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<xpath expr="//field[@name='treasury_account_id']" position="attributes"> |
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<attribute name="invisible">0</attribute> |
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</xpath> |
|||
<xpath expr="//field[@name='journal_id']" position="attributes"> |
|||
<attribute name="invisible">0</attribute> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
|
|||
</odoo> |
|||
@ -0,0 +1,28 @@ |
|||
<?xml version="1.0" encoding="utf-8"?> |
|||
<odoo> |
|||
<data> |
|||
<record id="view_account_config_inherit" model="ir.ui.view"> |
|||
<field name="name">Accounting settings</field> |
|||
<field name="model">res.config.settings</field> |
|||
<field name="inherit_id" ref="account.res_config_settings_view_form"/> |
|||
<field name="arch" type="xml"> |
|||
<div id="recommended_apps" position="after"> |
|||
<h2 groups="account.group_account_user">Loan Approval</h2> |
|||
<div class="row mt16 o_settings_container" id="loan_approval" groups="account.group_account_user"> |
|||
<div class="col-xs-12 col-md-6 o_setting_box" title="Allows you to Add approval from accounting department." groups="account.group_account_user"> |
|||
<div class="o_setting_left_pane"> |
|||
<field name="loan_approve" class="oe_inline"/> |
|||
</div> |
|||
<div class="o_setting_right_pane"> |
|||
<label string="Loan Approval" for="loan_approve"/> |
|||
<div class="text-muted"> |
|||
Enable Approval from Accounting Department |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</field> |
|||
</record> |
|||
</data> |
|||
</odoo> |
|||
Loading…
Reference in new issue