Sreejith
7 years ago
20 changed files with 510 additions and 0 deletions
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OHRMS Loan Management |
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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/10.0/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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## Module ohrms_loan_accounting |
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|
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#### 30.03.2018 |
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#### Version 10.0.1.0.0 |
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##### ADD |
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- Initial commit for OpenHrms Project |
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# -*- coding: utf-8 -*- |
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import models |
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# -*- coding: utf-8 -*- |
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################################################################################### |
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# A part of OpenHRMS 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': 'OHRMS Loan Accounting', |
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'version': '10.0.1.0.0', |
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'summary': 'HR 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': 'Generic Modules/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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'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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# -*- coding: utf-8 -*- |
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import hr_loan_config |
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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, fields, api |
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from odoo.exceptions import except_orm |
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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.values'].get_default('account.config.settings', '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_line_ids: |
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raise except_orm('Warning', 'You must compute Loan Request 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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raise except_orm('Warning', 'Enable the option for loan approval from accounting department') |
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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_line_ids: |
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raise except_orm('Warning', 'You must compute Loan Request before Approved') |
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move_obj = self.env['account.move'] |
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timenow = time.strftime('%Y-%m-%d') |
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line_ids = [] |
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debit_sum = 0.0 |
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credit_sum = 0.0 |
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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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move = { |
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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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'state': 'posted', |
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} |
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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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if debit_account_id: |
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debit_line = (0, 0, { |
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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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line_ids.append(debit_line) |
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debit_sum += debit_line[2]['debit'] - debit_line[2]['credit'] |
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|
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if credit_account_id: |
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credit_line = (0, 0, { |
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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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line_ids.append(credit_line) |
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credit_sum += credit_line[2]['credit'] - credit_line[2]['debit'] |
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move.update({'line_ids': line_ids}) |
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move_id = move_obj.create(move) |
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self.move_id = move_id.id |
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self.write({'state': 'approve'}) |
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return self.write({'move_id': move_id.id}) |
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class AccountMoveLine(models.Model): |
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_inherit = "account.move.line" |
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loan_id = fields.Many2one('hr.loan', string="Loan") |
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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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result = super(HrLoanLineAcc, self).action_paid_amount() |
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move_obj = self.env['account.move'] |
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timenow = time.strftime('%Y-%m-%d') |
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line_ids = [] |
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debit_sum = 0.0 |
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credit_sum = 0.0 |
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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.paid_amount |
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loan_name = line.employee_id.name |
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print "loan_name",loan_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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move = { |
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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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'state': 'posted', |
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} |
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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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if debit_account_id: |
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debit_line = (0, 0, { |
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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': line.loan_id.id, |
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}) |
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line_ids.append(debit_line) |
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debit_sum += debit_line[2]['debit'] - debit_line[2]['credit'] |
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if credit_account_id: |
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credit_line = (0, 0, { |
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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': line.loan_id.id, |
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}) |
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line_ids.append(credit_line) |
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credit_sum += credit_line[2]['credit'] - credit_line[2]['debit'] |
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move.update({'line_ids': line_ids}) |
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move_id = move_obj.create(move) |
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return result |
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return True |
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class HrPayslipAcc(models.Model): |
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_inherit = 'hr.payslip' |
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@api.multi |
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def action_payslip_done(self): |
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rules = [] |
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for line in self.loan_ids: |
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if line.paid: |
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if self.struct_id: |
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for line_id in self.struct_id.rule_ids: |
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rules.append(line_id.code) |
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if self.struct_id.parent_id: |
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for line_ids in self.struct_id.parent_id.rule_ids: |
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rules.append(line_ids.code) |
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if 'LO' in rules: |
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line.action_paid_amount() |
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else: |
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raise except_orm('Warning', "Add Salary rule for loan in salary structure") |
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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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class AccConfig(models.TransientModel): |
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_inherit = 'account.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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@api.multi |
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def set_loan_approve(self): |
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return self.env['ir.values'].sudo().set_default( |
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'account.config.settings', 'loan_approve', self.loan_approve) |
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|
After Width: | Height: | Size: 17 KiB |
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After Width: | Height: | Size: 114 KiB |
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After Width: | Height: | Size: 116 KiB |
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After Width: | Height: | Size: 221 KiB |
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After Width: | Height: | Size: 31 KiB |
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<section class="oe_container"> |
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<div class="oe_row"> |
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<h2 class="oe_slogan">OpenHRMS</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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</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 class="oe_demo_footer oe_centeralign">Online Demo</div> |
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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">HR Loan</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>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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HR Loan is a component of Open HRMS suit. |
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HR 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 "HR 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 will be listed there, |
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we can manually select the installments that have to be deducted from the salary</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 state.</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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<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 class="btn btn-primary btn-lg mt8" |
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style="color: #FFFFFF !important;border-radius: 0;" href="https://www.cybrosys.com"><i |
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class="fa fa-envelope"></i> Email </a> <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/"><i |
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class="fa fa-phone"></i> Contact Us </a> <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/"><i |
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class="fa fa-check-square"></i> Request Customization </a> |
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</div> |
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<br> |
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<img src="cybro_logo.png" style="width: 190px; margin-bottom: 20px;" class="center-block"> |
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</div> |
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</section> |
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|
After Width: | Height: | Size: 123 KiB |
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After Width: | Height: | Size: 100 KiB |
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After Width: | Height: | Size: 121 KiB |
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After Width: | Height: | Size: 98 KiB |
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After Width: | Height: | Size: 95 KiB |
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<?xml version="1.0" encoding="utf-8"?> |
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<odoo> |
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<record id="act_hr_loan_request" model="ir.actions.act_window"> |
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<field name="name">Loans</field> |
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<field name="type">ir.actions.act_window</field> |
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<field name="res_model">account.move.line</field> |
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<field name="src_model">hr.loan</field> |
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<field name="view_type">form</field> |
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<field name="view_mode">tree,form</field> |
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<field name="context">{'search_default_loan_id': [active_id], 'default_loan_id': active_id}</field> |
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<field name="domain">[('loan_id','=',active_id)]</field> |
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</record> |
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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.view_hr_loan_form"/> |
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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> |
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<xpath expr="//field[@name='journal_id']" position="attributes"> |
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<attribute name="invisible">0</attribute> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
|
|||
<record model="ir.ui.view" id="view_move_line_form_inherit"> |
|||
<field name="name">view.move.line.form.inherit</field> |
|||
<field name="model">account.move.line</field> |
|||
<field name="inherit_id" ref="account.view_move_line_form"/> |
|||
<field name="arch" type="xml"> |
|||
<data> |
|||
<xpath expr="//field[@name='ref']" position="after"> |
|||
<field name="loan_id"/> |
|||
</xpath> |
|||
</data> |
|||
</field> |
|||
</record> |
|||
</odoo> |
|||
@ -0,0 +1,21 @@ |
|||
<?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">account.config.settings</field> |
|||
<field name="inherit_id" ref="account.view_account_config_settings"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//div[@name='invoice_taxes']" position="after"> |
|||
<group string="Loan Approval"> |
|||
<label for="id" string="Loan Approval"/> |
|||
<div> |
|||
<field name="loan_approve" class="oe_inline"/> |
|||
<label for="loan_approve"/> |
|||
</div> |
|||
</group> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
</data> |
|||
</odoo> |
|||
Loading…
Reference in new issue