Cybrosys Technologies
5 months ago
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.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg |
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:target: https://www.gnu.org/licenses/agpl-3.0-standalone.html |
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:alt: License: AGPL-3 |
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Employee Expense Report |
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======================= |
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The administrator has the ability to view the expense reports of any employee they choose, while regular users can only access and view their own expense reports. |
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License |
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------- |
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General Public License, Version 3 (AGPL v3). |
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(https://www.gnu.org/licenses/agpl-3.0-standalone.html) |
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Company |
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------- |
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* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
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Credits |
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------- |
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Developer: V16 Anfas Faisal K, |
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V17 Gayathri V, |
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V18 Manasa T P, |
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Contact: odoo@cybrosys.com |
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Contacts |
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-------- |
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* Mail Contact : odoo@cybrosys.com |
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* Website : https://cybrosys.com |
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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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Maintainer |
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========== |
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.. image:: https://cybrosys.com/images/logo.png |
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:target: https://cybrosys.com |
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This module is maintained by Cybrosys Technologies. |
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For support and more information, please visit `Our Website <https://cybrosys.com/>`__ |
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Further information |
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=================== |
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HTML Description: `<static/description/index.html>`__ |
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# -*- coding: utf-8 -*- |
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################################################################################ |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Manasa T P (odoo@cybrosys.info) |
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# |
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# You can modify it under the terms of the GNU AFFERO |
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# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
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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 (AGPL v3) 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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|
# (AGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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################################################################################ |
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from . import wizard |
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# -*- coding: utf-8 -*- |
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################################################################################ |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Manasa T P (odoo@cybrosys.info) |
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# |
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# You can modify it under the terms of the GNU AFFERO |
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# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
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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 (AGPL v3) 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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# (AGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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################################################################################ |
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{ |
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'name': "Employee Expense Report", |
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'version': "18.0.1.0.0", |
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'category': 'Human Resources', |
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'summary': 'The administrator has the ability to view the expense reports ' |
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'of any employee they choose, while regular users can only ' |
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'access and view their own expense reports.', |
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'description': "This apps helps Admin to print multiples employee " |
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"expense reports with custom dates and the print" |
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"the report of the current status like to submit, " |
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"submitted, approved, paid, refused, all, etc.", |
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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.cybrosys.com', |
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'depends': ['hr_expense'], |
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'data': [ |
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'security/ir.model.access.csv', |
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'report/expense_report_filter_reports.xml', |
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'report/expense_report_filter_templates.xml', |
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'wizard/expense_report_filter_views.xml', |
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], |
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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 <expense_report_odoo> |
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#### 16.11.2024 |
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#### Version 18.0.1.0.0 |
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#### ADD |
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|
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- Initial commit for Employee Expense Report |
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<?xml version="1.0" encoding="UTF-8"?> |
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<odoo> |
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<!-- Report Function in Expense --> |
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<record id="action_expense_request_report" model="ir.actions.report"> |
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<field name="name">Expense Report</field> |
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<field name="model">expense.report.filter</field> |
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<field name="report_type">qweb-pdf</field> |
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<field name="report_name">expense_report_odoo.report_expense_report_details</field> |
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<field name="report_file">expense_report_odoo.report_expense_report_details</field> |
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</record> |
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</odoo> |
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<?xml version="1.0" encoding="UTF-8" ?> |
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<odoo> |
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<!-- Report Template--> |
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<template id="report_expense_report_details"> |
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<t t-call="web.html_container"> |
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<t t-foreach="emp_name" t-as="emp"> |
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<t t-call="web.external_layout"> |
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<div class="page"> |
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<div class="text-center"> |
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<h1> |
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<u>Expense Report</u> |
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</h1> |
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</div> |
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<div class="oe_structure"/> |
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<div> |
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<p> |
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<b>Employee Name:</b> |
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<span t-esc="emp"/> |
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</p> |
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<t t-if="from_date"> |
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<p> |
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<b>Date from :</b> |
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<span t-esc="datetime.datetime.strptime(from_date, '%Y-%m-%d').strftime('%d-%m-%Y')"/> |
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</p> |
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</t> |
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<t t-if="to_date"> |
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<p> |
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<b>Date to :</b> |
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<span t-esc="datetime.datetime.strptime(to_date, '%Y-%m-%d').strftime('%d-%m-%Y')"/> |
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</p> |
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</t> |
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</div> |
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<style> |
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table { |
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width: 100%; |
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border: 1px solid black; |
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border-collapse: collapse; |
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} |
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th, td { |
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border: 1px solid black; |
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padding: 8px; |
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max-width:250px; |
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text-align:center; |
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} |
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</style> |
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<table> |
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<thead> |
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<tr> |
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<th>SR.No</th> |
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<th>Employee name</th> |
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<th style="min-width:120px;">Date</th> |
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<th>Description</th> |
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<th style="min-width:120px;">Unit Price</th> |
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<th>Quantity</th> |
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<th style="min-width:120px;">Total</th> |
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<th style="min-width:120px;">Status</th> |
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</tr> |
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</thead> |
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<t t-set="i" t-value="1"/> |
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<t t-set="total_expense" t-value="0"/> |
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<t t-foreach="data_pdf" t-as="data"> |
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<t t-if="data.get('t3', False) == emp"> |
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<tr> |
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<td> |
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<t t-esc="i"/> |
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</td> |
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<td> |
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<t t-esc="data.get('t3', False)"/> |
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</td> |
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<td> |
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<t t-esc="datetime.datetime.strptime(data.get('date', False), '%Y-%m-%d').strftime('%d-%m-%Y')"/> |
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</td> |
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<td> |
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<t t-esc="data.get('name', False)"/> |
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</td> |
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<td> |
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<t t-esc="data.get('t4', False)"/> |
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<t t-esc="data.get('price_unit', False)"/> |
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</td> |
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<td> |
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<t t-esc="data.get('quantity', False)"/> |
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</td> |
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<td> |
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<t t-esc="data.get('t4', False)"/> |
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<t t-esc="data.get('total_amount', False)"/> |
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</td> |
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<td> |
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<t t-if="data.get('state', False) == 'draft'"> |
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To Report |
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</t> |
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<t t-if="data.get('state', False) == 'reported'"> |
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To Submit |
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</t> |
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<t t-if="data.get('state', False) == 'submitted'"> |
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Submitted |
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</t> |
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<t t-if="data.get('state', False) == 'approved'"> |
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Approved |
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</t> |
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<t t-if="data.get('state', False) == 'done'"> |
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Done |
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</t> |
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<t t-if="data.get('state', False) == 'refused'"> |
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Refused |
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</t> |
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</td> |
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</tr> |
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<t t-if="data.get('total_amount', False)"> |
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<t t-set="total_expense" |
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t-value="total_expense + data['total_amount']"/> |
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</t> |
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<t t-set="i" t-value="i+1"/> |
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</t> |
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</t> |
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</table> |
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<br/> |
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<div> |
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<strong>Total Expense:</strong> |
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<t t-if="data and 't4' in data"> |
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<t t-esc="data.get('t4', False)"/> |
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</t> |
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<t t-esc="'{:.2f}'.format(total_expense)"/> |
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</div> |
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</div> |
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</t> |
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</t> |
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</t> |
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</template> |
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</odoo> |
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After Width: | Height: | Size: 2.2 KiB |
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@ -0,0 +1,22 @@ |
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|
# -*- coding: utf-8 -*- |
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|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Manasa T P (odoo@cybrosys.info) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
################################################################################ |
||||
|
from . import expense_report_filter |
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@ -0,0 +1,111 @@ |
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|
# -*- coding: utf-8 -*- |
||||
|
################################################################################ |
||||
|
# |
||||
|
# Cybrosys Technologies Pvt. Ltd. |
||||
|
# |
||||
|
# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
||||
|
# Author: Manasa T P (odoo@cybrosys.info) |
||||
|
# |
||||
|
# 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 <http://www.gnu.org/licenses/>. |
||||
|
# |
||||
|
################################################################################ |
||||
|
from odoo import api, fields, models, _ |
||||
|
from odoo.exceptions import ValidationError |
||||
|
|
||||
|
|
||||
|
class ExpenseReportFilter(models.TransientModel): |
||||
|
_name = 'expense.report.filter' |
||||
|
_description = 'Expense Report Wizard' |
||||
|
|
||||
|
from_date = fields.Date(string='Start Date', |
||||
|
help="The start date for the expense period") |
||||
|
to_date = fields.Date(string='End Date', |
||||
|
help="The end date for the expense period") |
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|
employee_name_ids = fields.Many2many('hr.employee', |
||||
|
string="Employee Name", |
||||
|
default=lambda self: [ |
||||
|
(4, self.env.user.employee_id.id)], |
||||
|
help="The employees associated with " |
||||
|
"the expenses") |
||||
|
state = fields.Selection([ |
||||
|
('draft', 'To Report'), |
||||
|
('reported', 'To Submit'), |
||||
|
('submitted', 'Submitted'), |
||||
|
('approved', 'Approved'), |
||||
|
('done', 'Done'), |
||||
|
('refused', 'Refused') |
||||
|
], string='Status', copy=False, index=True, default='draft', |
||||
|
help="The current status of the expense report") |
||||
|
|
||||
|
@api.model |
||||
|
def create(self, vals): |
||||
|
"""This method ensures that an employee_name_ids field is |
||||
|
set when creating an ExpenseWizard record, unless the |
||||
|
current user has the 'base.group_system' security group.""" |
||||
|
if not vals.get('employee_name_ids') and not self.env.user.has_group( |
||||
|
'base.group_system'): |
||||
|
vals['employee_name_ids'] = [(4, self.env.user.employee_id.id)] |
||||
|
return super().create(vals) |
||||
|
|
||||
|
def action_expense_report(self): |
||||
|
"""This method ensures that generates a report of expenses based on |
||||
|
various filters and the Values are passed |
||||
|
to the Report Template""" |
||||
|
query = """Select hr_expense.date,hr_expense.product_id, |
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|
hr_expense.name,hr_expense.employee_id, |
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|
hr_expense.price_unit,hr_expense.quantity, |
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|
hr_expense.currency_id, |
||||
|
hr_expense.total_amount,hr_expense.state,pl.name as t2,ep.name as |
||||
|
t3,currency.symbol as t4 from hr_expense LEFT JOIN product_product |
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|
pd ON pd.id = hr_expense.product_id left join product_template |
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|
pl on pl.id = pd.product_tmpl_id |
||||
|
left join hr_employee ep on ep.id = hr_expense.employee_id |
||||
|
left join res_currency currency ON currency.id = hr_expense.currency_id |
||||
|
where 1=1""" |
||||
|
params = [] |
||||
|
if self.from_date: |
||||
|
query += " AND date >= %s" |
||||
|
params.append(self.from_date) |
||||
|
if self.to_date: |
||||
|
if self.from_date and self.to_date < self.from_date: |
||||
|
raise ValidationError(_("End date cannot be before start date")) |
||||
|
query += " AND date <= %s" |
||||
|
params.append(self.to_date) |
||||
|
if self.employee_name_ids: |
||||
|
employee_ids = tuple(self.employee_name_ids.ids) |
||||
|
if len(employee_ids) > 1: |
||||
|
query += " AND employee_id IN %s" |
||||
|
params.append(employee_ids) |
||||
|
else: |
||||
|
query += " AND employee_id = %s" |
||||
|
params.append(employee_ids[0]) |
||||
|
emp_name = self.employee_name_ids.mapped('name') |
||||
|
else: |
||||
|
all_employees = self.env['hr.employee'].search([]) |
||||
|
query += " AND employee_id IN %s" |
||||
|
params.append(tuple(all_employees.ids)) |
||||
|
emp_name = all_employees.mapped('name') |
||||
|
if self.state: |
||||
|
query += " AND state = %s" |
||||
|
params.append(self.state) |
||||
|
exe = self.env.cr.execute(query, params) |
||||
|
data = { |
||||
|
'model_id': self.id, |
||||
|
'from_date': self.from_date, |
||||
|
'to_date': self.to_date, |
||||
|
'emp_name': emp_name, |
||||
|
'state': self.state, |
||||
|
'data_pdf': self.env.cr.dictfetchall() |
||||
|
} |
||||
|
return self.env.ref('expense_report_odoo.action_expense_request_report') \ |
||||
|
.report_action(None, data=data) |
||||
@ -0,0 +1,36 @@ |
|||||
|
<?xml version="1.0" encoding="utf-8" ?> |
||||
|
<odoo> |
||||
|
<!-- Define the view for the expense report filter form --> |
||||
|
<record id="expense_report_filter_view_form" model="ir.ui.view"> |
||||
|
<field name="name">expense.report.filter.view.form</field> |
||||
|
<field name="model">expense.report.filter</field> |
||||
|
<field name="arch" type="xml"> |
||||
|
<form string="Expense Report"> |
||||
|
<group> |
||||
|
<field name="from_date"/> |
||||
|
<field name="to_date"/> |
||||
|
<field name="employee_name_ids" widget="many2many_tags" groups="hr_expense.group_hr_expense_manager"/> |
||||
|
<field name="state"/> |
||||
|
</group> |
||||
|
<footer> |
||||
|
<button name="action_expense_report" string="Generate Report" type="object" class="btn-primary"/> |
||||
|
</footer> |
||||
|
</form> |
||||
|
</field> |
||||
|
</record> |
||||
|
<!-- Define the action for the expense wizards form --> |
||||
|
<record id="expense_report_filter_action" model="ir.actions.act_window"> |
||||
|
<field name="name">Expense Report</field> |
||||
|
<field name="type">ir.actions.act_window</field> |
||||
|
<field name="res_model">expense.report.filter</field> |
||||
|
<field name="view_mode">form</field> |
||||
|
<field name="view_id" ref="expense_report_filter_view_form"/> |
||||
|
<field name="target">new</field> |
||||
|
</record> |
||||
|
<!-- Add a menu item to access the expense report --> |
||||
|
<menuitem id="expense_report_filter_menu" |
||||
|
name="Expense Report" |
||||
|
parent="hr_expense.menu_hr_expense_root" |
||||
|
action="expense_report_filter_action" |
||||
|
sequence="15"/> |
||||
|
</odoo> |
||||