diff --git a/create_expense_from_task_odoo/README.rst b/create_expense_from_task_odoo/README.rst new file mode 100755 index 000000000..6b8c026f8 --- /dev/null +++ b/create_expense_from_task_odoo/README.rst @@ -0,0 +1,48 @@ +.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Create Expense From Task +======================== +This module helps User to create multiple expense from project task and split +the amount between assignees. + +Configuration +============= +No additional configuration required + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +Affero General Public License v3.0 (AGPL v3) + +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Credits +------- +Developer: (V14) Ruksana P, 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..c85692b8b --- /dev/null +++ b/create_expense_from_task_odoo/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# 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 wizard diff --git a/create_expense_from_task_odoo/__manifest__.py b/create_expense_from_task_odoo/__manifest__.py new file mode 100644 index 000000000..c46d14acf --- /dev/null +++ b/create_expense_from_task_odoo/__manifest__.py @@ -0,0 +1,46 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# 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': "14.0.1.0.0", + 'category': 'Human Resources, Project', + 'summary': """ This module is used to create expenses from project task""", + 'description': """This module is used to to create multiple expense from + project task and also we can split the expense amount between the + assignees """, + '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', + 'wizard/expense_request_views.xml', + ], + 'images': ['static/description/banner.png'], + '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..1d553f588 --- /dev/null +++ b/create_expense_from_task_odoo/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 07.08.2023 +#### Version 14.0.1.0.0 +#### 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..1aa3b7007 --- /dev/null +++ b/create_expense_from_task_odoo/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P(odoo@cybrosys.com) +# +# 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..ba0fed3ec --- /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) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# 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): + """ + HrExpense model extends the hr expense model in the Odoo framework. + It adds two 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', string='Project', + help='The project associated with this record') + task_id = fields.Many2one('project.task', string='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..2b4017ed4 --- /dev/null +++ b/create_expense_from_task_odoo/models/project_task.py @@ -0,0 +1,74 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# 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 ProjectTask(models.Model): + """ + ProjectTask model extends the project task model in the Odoo + framework. It adds Create Expense button to create expense request and smart + button Expense , to view all expenses related to that task. + """ + _inherit = 'project.task' + + expense_count = fields.Integer(string='Expense Count', + help='count of total expenses', + compute='_compute_expense_count') + + def _compute_expense_count(self): + """To calculate the count of expenses""" + for rec in self: + rec.expense_count = self.env['hr.expense'].search_count( + [('task_id', '=', rec.id,)]) + + def action_create_task_expense(self): + """By clicking Create Expense Button which will go to Expense Request + form where we can add the total amount of expense and also pass the + value through context + """ + return { + 'name': 'Create Expense Record', + 'type': 'ir.actions.act_window', + 'res_model': 'expense.request', + '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_id.mapped('employee_ids').ids)] + }, + } + + def action_view_expense(self): + """ Smart Button 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': 'tree,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..696cd3973 --- /dev/null +++ b/create_expense_from_task_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_request,access.expense.request,model_expense_request,base.group_user,1,1,1,1 diff --git a/create_expense_from_task_odoo/static/description/assets/icons/cogs.png 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+ +
+ +
+
+ Community +
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+ Enterprise +
+
+ Odoo.sh +
+
+
+ +
+
+
+ +

+ Create Expense From Task

+

+ Helps to Create Expenses for Project Tasks

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

+ Explore This + Module

+
+ + + + +
+
+ +
+

+ Overview +

+
+
+
+ This module helps User to create multiple expense from project task + and + split the amount between assignees. +
+
+ + + +
+
+ +
+

+ Features +

+
+
+
+
+ + Easy to Generate Expense From Tasks +
+
+ + Multiple Expenses: The Create Expense button 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, allowing for fair allocation of costs. +
+
+ + 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. +
+
+
+ + + +
+
+ +
+

+ Screenshots +

+
+
+
+
+

+ Create Expenses from Task +

+ +
+
+
+
+

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

+ +
+
+
+
+

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

+ +
+
+
+
+

+ By clicking smart button user can see all expense requests + for the current task. +

+ +
+
+
+
+

+ We can add multiple employees +

+ +
+
+
+
+

+ The expense can be split between them, allowing for fair + allocation of costs +

+ +
+
+
+ + + +
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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..74c210180 --- /dev/null +++ b/create_expense_from_task_odoo/views/hr_expense_views.xml @@ -0,0 +1,17 @@ + + + + + + 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..e32b50d7a --- /dev/null +++ b/create_expense_from_task_odoo/views/project_task_views.xml @@ -0,0 +1,28 @@ + + + + + + project.task.view.form.inherit.create.expense.from.task.odoo + + project.task + + + + + + + + diff --git a/create_expense_from_task_odoo/wizard/__init__.py b/create_expense_from_task_odoo/wizard/__init__.py new file mode 100644 index 000000000..d3dcb8c80 --- /dev/null +++ b/create_expense_from_task_odoo/wizard/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# 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_request diff --git a/create_expense_from_task_odoo/wizard/expense_request.py b/create_expense_from_task_odoo/wizard/expense_request.py new file mode 100644 index 000000000..942eee4b8 --- /dev/null +++ b/create_expense_from_task_odoo/wizard/expense_request.py @@ -0,0 +1,59 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# 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 ExpenseRequest(models.TransientModel): + """This wizard is used for creating expense records.It allows users to + specify the service , the employee associated with the record, and the + total amount for the record. + """ + _name = 'expense.request' + _description = "Project Task Expense Request" + + product_id = fields.Many2one('product.product', string="Service", + domain=[('type', '=', 'service')], + required=True, + help="The product associated with the record") + employee_ids = fields.Many2many('hr.employee', string="Employee", + help="The employees associated with " + "this record.", required=True) + currency_id = fields.Many2one('res.currency', string='Currency', + help='Currency of the current company', + default=lambda self: + self.env.company.currency_id) + 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 users, the amount is split + between them""" + expenses = [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'), + 'product_id': self.product_id.id, + 'product_uom_id': self.product_id.uom_id.id, + 'unit_amount': (self.total_amount / len(self.employee_ids)) + }).id for employee in self.employee_ids] + return expenses diff --git a/create_expense_from_task_odoo/wizard/expense_request_views.xml b/create_expense_from_task_odoo/wizard/expense_request_views.xml new file mode 100644 index 000000000..7c7eec8ee --- /dev/null +++ b/create_expense_from_task_odoo/wizard/expense_request_views.xml @@ -0,0 +1,24 @@ + + + + + expense.request.view.form + expense.request + +
+ + + + + + + +
+
+
+