# -*- 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 api, fields, models class BonusRequest(models.Model): """ This class is created for model bonus.request. It contains fields and functions for the model. Methods: create(self, vals): override create function for generating sequence number for the new records of the model. action_confirm(self): actions to perform when clicking on the 'Confirm' button. action_department_approve(self): actions to perform when clicking on the 'Approve by Department' button. action_manager_approve(self): actions to perform when clicking on the 'Approve by Manager' button. action_reject(self): actions to perform when clicking on the 'Reject' button. action_reset_to_draft(self): actions to perform when clicking on the 'Reset to Draft' button.""" _name = 'bonus.request' _description = 'Create Bonus Request' _inherit = 'mail.thread' _rec_name = 'reference' reference = fields.Char(string='Reference Number', copy=False, help='Sequence number for the bonus request.') state = fields.Selection([('draft', 'Draft'), ('submitted', 'Submitted'), ('department_approved', 'Department Approved'), ('manager_approved', 'Manager Approved'), ('rejected', 'Rejected'), ('accounting', 'Accounting Head Approved')], string='State', default='draft', tracking=True, help='State of the bonus request', copy=False, group_expand='_group_expand_states') employee_id = fields.Many2one('hr.employee', string='Employee', store=True, required=True, tracking=True, help='The bonus will be given to this ' 'employee') user_id = fields.Many2one('res.users', string='User', related='employee_id.user_id', help='The user of the employee(If any)') department_id = fields.Many2one('hr.department', string='Department', help='The department of the employee', store=True) job_id = fields.Many2one('hr.job', string='Job', store=True, help='Job of the employee') bonus_reason_id = fields.Many2one('bonus.reason', string='Bonus Reason', help='Reason for providing the Bonus', required=True) confirmed_user_id = fields.Many2one('res.users', string='Confirmed by', readonly=True, copy=False, help='This field will record the name ' 'of the person who confirmed ' 'the bonus request.') confirmed_date = fields.Date(string='Confirmed Date', readonly=True, copy=False, tracking=True, help='Confirmed date of bonus request') bonus_amount = fields.Float(string='Bonus Amount', tracking=True, help='This amount will be given as the bonus.') currency_id = fields.Many2one('res.currency', string='Company Currency', readonly=True, default=lambda self: self.env.user.company_id.currency_id, help='Company Currency') company_id = fields.Many2one('res.company', string='Company', readonly=True, default=lambda self: self.env.company, help='Company of the user.') department_approved_date = fields.Date(string='Department Approved Date', readonly=True, copy=False, help='Date on which the bonus ' 'request is approved by the ' 'Department.') manager_approved_date = fields.Date(string='Manager Approved Date', readonly=True, copy=False, help='Date on which the bonus request ' 'is approved by the Manager.') department_manager_id = fields.Many2one('res.users', readonly=True, help='Name of the Department Head,' ' who approved the bonus ' 'request', copy=False, string='Department Head') hr_manager_id = fields.Many2one('res.users', string='Manager', copy=False, help='Name of the Manager, who approved the' ' bonus request', readonly=True) journal_id = fields.Many2one('account.journal', string='Bonus Journal', help='The Jornal for bonus request', company_dependent=True, required=False, domain="[('type', '=', 'general')]", states={'accounting': [('required', True)]}) move_id = fields.Many2one('account.move', string='Accounting Entry', help='Accounting entry of bonus request', readonly=True) credit_account_id = fields.Many2one('account.account', string='Credit Account', readonly=True, help='The credit account for creating ' 'journal entry', states={'manager_approved': [ ('required', True), ('readonly', False)]}) debit_account_id = fields.Many2one('account.account', string='Debit Account', readonly=True, help='The debit account for creating ' 'journal entry', states={'manager_approved': [ ('required', True), ('readonly', False)]}) @api.model def create(self, vals): """ Override the create function for creating new sequence number. Args: vals (dict): values for creating new records. Returns: models.Model: the created records of 'bonus.request'.""" if vals.get('reference', 'New') == 'New': vals['reference'] = self.env['ir.sequence'].next_by_code( 'bonus.request') or 'New' res = super(BonusRequest, self).create(vals) return res @api.onchange('employee_id') def _onchange_employee_id(self): """ When changing employee_id , the department_id and job_id of employee is changed """ if self.employee_id: self.department_id = self.employee_id.department_id self.job_id = self.employee_id.job_id def _group_expand_states(self): """To add the states in the kanban view""" return [key for key, val in type(self).state.selection] def action_confirm(self): """ Function for the 'Confirm' button to change the state to 'submitted', and update the confirmed user and date.""" self.write({ 'state': 'submitted', 'confirmed_user_id': self._uid, 'confirmed_date': fields.Date.today() }) def action_department_approve(self): """ Function for the 'Approve by Department' button to change the state to 'department_approved', and update the department manager and approved time. """ self.write({ 'state': 'department_approved', 'department_manager_id': self._uid, 'department_approved_date': fields.Date.today() }) def action_manager_approve(self): """ Function for the 'Approve by Manager' button to change the state to 'manager_approved', and update the HR manager and approved date & time. """ self.write({ 'state': 'manager_approved', 'hr_manager_id': self._uid, 'manager_approved_date': fields.Date.today() }) def action_reject(self): """ Function for the 'Reject' button to change the state to 'rejected' state. """ self.state = 'rejected' def action_reset_to_draft(self): """ Function for the 'Reset to Draft' button to change the state to 'draft' and reset the fields which are to be updated on changing the states.""" self.write({ 'state': 'draft', 'confirmed_user_id': False, 'confirmed_date': False, 'department_manager_id': False, 'department_approved_date': False, 'hr_manager_id': False, 'manager_approved_date': False }) def action_post_journal_entry(self): """ Function for the 'Post Journal Entry' button to create a draft entry for approved bonus request """ account_move = self.env['account.move'].create({ 'ref': self.reference, 'state': 'draft', 'date': self.manager_approved_date, 'journal_id': self.journal_id.id, 'line_ids': [ (0, 0, { 'account_id': self.credit_account_id.id, 'credit': self.bonus_amount, 'name': self.employee_id.name + '-' + self.reference, 'debit': 0.0, }), (0, 0, { 'account_id': self.debit_account_id.id, 'debit': self.bonus_amount, 'name': self.employee_id.name + '-' + self.reference, 'credit': 0.0, }) ] }) account_move.state = 'posted' self.move_id = account_move.id self.state = 'accounting' def action_view_journal_items(self): """To view the journal items for the bonus request""" return { 'name': 'Journal Items', 'type': 'ir.actions.act_window', 'res_model': 'account.move', 'view_mode': 'form', 'res_id': self.move_id.id }