[ADD] Initial Commit

ohrms_loan_accounting/README.md

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+OHRMS Loan Management
+=====================
+
+Manage Loan Requests.
+
+
+Installation
+============
+- www.odoo.com/documentation/10.0/setup/install.html
+- Install our custom addon
+
+License
+=======
+GNU AFFERO GENERAL PUBLIC LICENSE, Version 3 (AGPLv3)
+(http://www.gnu.org/licenses/agpl.html)
+
+Bug Tracker
+===========
+Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported.
+
+Credits
+=======
+* Cybrosys Techno Solutions <https://www.cybrosys.com>
+
+Author
+------
+
+Developers: Anusha P P <anusha@cybrosys.in>
+
+Maintainer
+----------
+
+This module is maintained by Cybrosys Technologies.
+
+For support and more information, please visit https://www.cybrosys.com.
+

ohrms_loan_accounting/RELEASE_NOTES.md

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+## Module ohrms_loan_accounting
+
+#### 30.03.2018
+#### Version 10.0.1.0.0
+##### ADD
+- Initial commit for OpenHrms Project

ohrms_loan_accounting/__init__.py

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+# -*- coding: utf-8 -*-
+import models

ohrms_loan_accounting/__manifest__.py

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+# -*- coding: utf-8 -*-
+###################################################################################
+#    A part of OpenHRMS Project <https://www.openhrms.com>
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2018-TODAY Cybrosys Technologies (<https://www.cybrosys.com>).
+#    Author: Anusha P P (<https://www.cybrosys.com>)
+#
+#    This program is free software: you can modify
+#    it under the terms of the GNU Affero General Public License (AGPL) as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    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 for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+###################################################################################
+{
+    'name': 'OHRMS Loan Accounting',
+    'version': '10.0.1.0.0',
+    'summary': 'HR Loan Accounting',
+    'description': """
+        Create accounting entries for loan requests.
+        """,
+    'category': 'Generic Modules/Human Resources',
+    'author': "Cybrosys Techno Solutions",
+    'company': 'Cybrosys Techno Solutions',
+    'maintainer': 'Cybrosys Techno Solutions',
+    'website': "https://www.openhrms.com",
+    'depends': [
+        'hr_payroll', 'hr', 'account', 'ohrms_loan',
+    ],
+    'data': [
+        'views/hr_loan_config.xml',
+        'views/hr_loan_acc.xml',
+
+    ],
+    'demo': [],
+    'images': ['static/description/banner.jpg'],
+    'license': 'AGPL-3',
+    'installable': True,
+    'auto_install': False,
+    'application': False,
+}

ohrms_loan_accounting/models/__init__.py

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+# -*- coding: utf-8 -*-
+import hr_loan_config
+import hr_loan_acc
+

ohrms_loan_accounting/models/hr_loan_acc.py

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+# -*- coding: utf-8 -*-
+import time
+from odoo import models, fields, api
+from odoo.exceptions import except_orm
+
+
+class HrLoanAcc(models.Model):
+    _inherit = 'hr.loan'
+
+    @api.multi
+    def action_approve(self):
+        """This create account move for request.
+            """
+        loan_approve = self.env['ir.values'].get_default('account.config.settings', 'loan_approve')
+        contract_obj = self.env['hr.contract'].search([('employee_id', '=', self.employee_id.id)])
+        if not contract_obj:
+            raise except_orm('Warning', 'You must Define a contract for employee')
+        if not self.loan_line_ids:
+            raise except_orm('Warning', 'You must compute Loan Request before Approved')
+        if loan_approve:
+            self.write({'state': 'waiting_approval_2'})
+        else:
+            raise except_orm('Warning', 'Enable the option for loan approval from accounting department')
+
+    @api.multi
+    def action_double_approve(self):
+        """This create account move for request in case of double approval.
+            """
+        if not self.emp_account_id or not self.treasury_account_id or not self.journal_id:
+            raise except_orm('Warning', "You must enter employee account & Treasury account and journal to approve ")
+        if not self.loan_line_ids:
+            raise except_orm('Warning', 'You must compute Loan Request before Approved')
+        move_obj = self.env['account.move']
+        timenow = time.strftime('%Y-%m-%d')
+        line_ids = []
+        debit_sum = 0.0
+        credit_sum = 0.0
+        for loan in self:
+            amount = loan.loan_amount
+            loan_name = loan.employee_id.name
+            reference = loan.name
+            journal_id = loan.journal_id.id
+            move = {
+                'name': 'Loan For' + ' ' + loan_name,
+                'narration': loan_name,
+                'ref': reference,
+                'journal_id': journal_id,
+                'date': timenow,
+                'state': 'posted',
+            }
+
+            debit_account_id = loan.treasury_account_id.id
+            credit_account_id = loan.emp_account_id.id
+            if debit_account_id:
+                debit_line = (0, 0, {
+                    'name': loan_name,
+                    'account_id': debit_account_id,
+                    'journal_id': journal_id,
+                    'date': timenow,
+                    'debit': amount > 0.0 and amount or 0.0,
+                    'credit': amount < 0.0 and -amount or 0.0,
+                    'loan_id': loan.id,
+                })
+                line_ids.append(debit_line)
+                debit_sum += debit_line[2]['debit'] - debit_line[2]['credit']
+
+            if credit_account_id:
+                credit_line = (0, 0, {
+                    'name': loan_name,
+                    'account_id': credit_account_id,
+                    'journal_id': journal_id,
+                    'date': timenow,
+                    'debit': amount < 0.0 and -amount or 0.0,
+                    'credit': amount > 0.0 and amount or 0.0,
+                    'loan_id': loan.id,
+                })
+                line_ids.append(credit_line)
+                credit_sum += credit_line[2]['credit'] - credit_line[2]['debit']
+
+            move.update({'line_ids': line_ids})
+            move_id = move_obj.create(move)
+            self.move_id = move_id.id
+            self.write({'state': 'approve'})
+            return self.write({'move_id': move_id.id})
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    loan_id = fields.Many2one('hr.loan', string="Loan")
+
+
+class HrLoanLineAcc(models.Model):
+    _inherit = "hr.loan.line"
+
+    @api.one
+    def action_paid_amount(self):
+        """This create the account move line for payment of each installment.
+            """
+        result = super(HrLoanLineAcc, self).action_paid_amount()
+        move_obj = self.env['account.move']
+        timenow = time.strftime('%Y-%m-%d')
+        line_ids = []
+        debit_sum = 0.0
+        credit_sum = 0.0
+
+        for line in self:
+            if line.loan_id.state != 'approve':
+                raise except_orm('Warning', "Loan Request must be approved")
+            amount = line.paid_amount
+            loan_name = line.employee_id.name
+            print "loan_name",loan_name
+            reference = line.loan_id.name
+            journal_id = line.loan_id.journal_id.id
+            move = {
+                'name': 'Loan For' + ' ' + loan_name,
+                'narration': loan_name,
+                'ref': reference,
+                'journal_id': journal_id,
+                'date': timenow,
+                'state': 'posted',
+            }
+
+            debit_account_id = line.loan_id.emp_account_id.id
+            credit_account_id = line.loan_id.treasury_account_id.id
+
+            if debit_account_id:
+                debit_line = (0, 0, {
+                    'name': loan_name,
+                    'account_id': debit_account_id,
+                    'journal_id': journal_id,
+                    'date': timenow,
+                    'debit': amount > 0.0 and amount or 0.0,
+                    'credit': amount < 0.0 and -amount or 0.0,
+                    'loan_id': line.loan_id.id,
+                })
+                line_ids.append(debit_line)
+                debit_sum += debit_line[2]['debit'] - debit_line[2]['credit']
+
+            if credit_account_id:
+                credit_line = (0, 0, {
+                    'name': loan_name,
+                    'account_id': credit_account_id,
+                    'journal_id': journal_id,
+                    'date': timenow,
+                    'debit': amount < 0.0 and -amount or 0.0,
+                    'credit': amount > 0.0 and amount or 0.0,
+                    'loan_id': line.loan_id.id,
+                })
+                line_ids.append(credit_line)
+                credit_sum += credit_line[2]['credit'] - credit_line[2]['debit']
+
+            move.update({'line_ids': line_ids})
+            move_id = move_obj.create(move)
+            return result
+        return True
+
+
+class HrPayslipAcc(models.Model):
+    _inherit = 'hr.payslip'
+
+    @api.multi
+    def action_payslip_done(self):
+        rules = []
+        for line in self.loan_ids:
+            if line.paid:
+                if self.struct_id:
+                    for line_id in self.struct_id.rule_ids:
+                        rules.append(line_id.code)
+                    if self.struct_id.parent_id:
+                        for line_ids in self.struct_id.parent_id.rule_ids:
+                            rules.append(line_ids.code)
+                if 'LO' in rules:
+                    line.action_paid_amount()
+                else:
+                    raise except_orm('Warning', "Add Salary rule for loan in salary structure")
+        return super(HrPayslipAcc, self).action_payslip_done()

ohrms_loan_accounting/models/hr_loan_config.py

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+from odoo import models, fields, api, _
+
+
+class AccConfig(models.TransientModel):
+    _inherit = 'account.config.settings'
+
+    loan_approve = fields.Boolean(default=False, string="Approval from Accounting Department",
+                                  help="Loan Approval from account manager")
+
+    @api.multi
+    def set_loan_approve(self):
+        return self.env['ir.values'].sudo().set_default(
+            'account.config.settings', 'loan_approve', self.loan_approve)

ohrms_loan_accounting/static/description/index.html

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+<section class="oe_container">
+    <div class="oe_row">
+            <h2 class="oe_slogan">OpenHRMS</h2>
+            <h3 class="oe_slogan">Most advanced open source HR management software</h3>
+    </div>
+</section>
+
+<section class="oe_container">
+    <div class="oe_row oe_spaced oe_mt32">
+        <div class="oe_span">
+            <div class="oe_demo oe_picture oe_screenshot">
+                <a href="https://www.openhrms.com/#request-demo">
+                    <img src="HRMS-BUTTON.png">
+                </a>
+                <div class="oe_demo_footer oe_centeralign">Online Demo</div>
+            </div>
+        </div>
+
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+        <h2 class="oe_slogan">HR Loan</h2>
+        <h3 class="oe_slogan">Manage Loan request of employees</h3>
+        <h4 class="oe_slogan"><a href="https://www.cybrosys.com">Cybrosys Technologies</a></h4>
+    </div>
+    <div class="oe_row oe_spaced" style="padding-left:65px;">
+        <h4>Features:</h4>
+        <div>
+            <span style="color:green;"> &#9745; </span>Employee can create loan request.<br/>
+            <span style="color:green;"> &#9745; </span>Double layer approval, from Accounting & HR Department.<br/>
+            <span style="color:green;"> &#9745; </span>Loan amount is deducted from the salary.<br/>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+        <div class="" style="text-align: center;">
+            <div class="oe_picture">
+                <h3 class="oe_slogan">Overview</h3>
+                <p class="oe_mt32">
+                    HR Loan is a component of Open HRMS suit.
+                    HR Loan module helps the user to  configure different loan policies, assign approval authority, conduct the verification process and sanction loan for employees.
+                </p>
+            </div>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+        <div class="" style="text-align: center;">
+            <h3 class="oe_slogan">Configuration</h3>
+        </div>
+        <div class="" style="text-align: center;">
+            <p>Install the Module "HR Loan Accounting" in order to enable Accounting Entries.
+                Enable the option "Loan Approval From Accounting Department" In accounting settings</p>
+            <div class="oe_span12">
+                <div class="oe_demo oe_picture oe_screenshot">
+                    <img style="border:10px solid white;" src="accounting_validation.png">
+                </div>
+            </div>
+        </div>
+        <div class="" style="text-align: center;">
+            <p>Add the deduction rule for loan in Salary Structure</p>
+            <div class="oe_span12">
+                <div class="oe_demo oe_picture oe_screenshot">
+                    <img style="border:10px solid white;" src="loan_rule.png">
+                </div>
+            </div>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+    <div class="" style="text-align: center;">
+        <h3 class="oe_slogan">Loan Request</h3>
+         <p>Employee can create loan request</p>
+        <div class="oe_span12">
+            <div class="oe_demo oe_picture oe_screenshot">
+                <img style="border:10px solid white;" src="loan_request.png">
+            </div>
+        </div>
+    </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+    <div class="" style="text-align: center;">
+        <h3 class="oe_slogan">Loan Approval</h3>
+        <p>Once the HR department has given the Approval, the accounts department take the decision</p>
+        <div class="oe_span12">
+            <div class="oe_demo oe_picture oe_screenshot">
+                <img style="border:10px solid white;" src="loan_approval.png">
+            </div>
+        </div>
+    </div>
+    </div>
+</section>
+
+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+    <div class="" style="text-align: center;">
+        <h3 class="oe_slogan">Employee Payslip</h3>
+         <p>When we create the payslip, all the pending installments will be listed there,
+             we can manually select the installments that have to be deducted  from the salary</p>
+        <div class="oe_span12">
+            <div class="oe_demo oe_picture oe_screenshot">
+                <img style="border:10px solid white;" src="payslip.png">
+            </div>
+        </div>
+    </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <div class="oe_row oe_spaced">
+    <div class="" style="text-align: center;">
+        <h3 class="oe_slogan">Loan Amount Deduction</h3>
+        <p>When we check the Loan request again,
+            the deducted installments will be changed to paid state.</p>
+        <div class="oe_span12">
+            <div class="oe_demo oe_picture oe_screenshot">
+                <img style="border:10px solid white;" src="loan_amount_deduction.png">
+            </div>
+        </div>
+    </div>
+    </div>
+</section>
+
+<div class="row section-content">
+ <div class="col-md-6 img-content">
+ <h3>Our Odoo Services</h3>
+ </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>
+</div>
+</div>
+
+<section class="oe_container">
+    <h2 class="oe_slogan" style="margin-top:20px;" >Need Any Help?</h2>
+    <div class="oe_slogan" style="margin-top:10px !important;">
+        <div>
+            <a  class="btn btn-primary btn-lg mt8"
+            style="color: #FFFFFF !important;border-radius: 0;" href="https://www.cybrosys.com"><i
+            class="fa fa-envelope"></i> Email </a> <a
+            class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;"
+            href="https://www.cybrosys.com/contact/"><i
+            class="fa fa-phone"></i> Contact Us </a> <a
+            class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;"
+            href="https://www.cybrosys.com/odoo-customization-and-installation/"><i
+            class="fa fa-check-square"></i> Request Customization </a>
+        </div>
+        <br>
+        <img src="cybro_logo.png" style="width: 190px; margin-bottom: 20px;" class="center-block">
+    </div>
+</section>

ohrms_loan_accounting/views/hr_loan_acc.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="act_hr_loan_request" model="ir.actions.act_window">
+        <field name="name">Loans</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">account.move.line</field>
+        <field name="src_model">hr.loan</field>
+        <field name="view_type">form</field>
+        <field name="view_mode">tree,form</field>
+        <field name="context">{'search_default_loan_id': [active_id], 'default_loan_id': active_id}</field>
+        <field name="domain">[('loan_id','=',active_id)]</field>
+    </record>
+
+    <record id="hr_loan_inherited" model="ir.ui.view">
+        <field name="name">HR LOAN</field>
+        <field name="model">hr.loan</field>
+        <field name="inherit_id" ref="ohrms_loan.view_hr_loan_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='emp_account_id']" position="attributes">
+                    <attribute name="invisible">0</attribute>
+            </xpath>
+            <xpath expr="//field[@name='treasury_account_id']" position="attributes">
+                    <attribute name="invisible">0</attribute>
+            </xpath>
+            <xpath expr="//field[@name='journal_id']" position="attributes">
+                    <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>

ohrms_loan_accounting/views/hr_loan_config.xml

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+<?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>