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233 lines
11 KiB
233 lines
11 KiB
# -*- coding: utf-8 -*-
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#############################################################################
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#
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# Cybrosys Technologies Pvt. Ltd.
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# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
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# Author: Ammu Raj(odoo@cybrosys.com)
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#
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# You can modify it under the terms of the GNU LESSER
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# GENERAL PUBLIC LICENSE (LGPL 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 LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
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#
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# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
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# (LGPL 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 odoo import api, fields, models
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class BonusRequest(models.Model):
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""" This class is created for model bonus.request. It contains fields and
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functions for the model.
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Methods:
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create(self, vals):
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override create function for generating sequence number for the new
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records of the model.
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action_confirm(self):
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actions to perform when clicking on the 'Confirm' button.
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action_department_approve(self):
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actions to perform when clicking on the 'Approve by Department'
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button.
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action_manager_approve(self):
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actions to perform when clicking on the 'Approve by Manager'
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button.
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action_reject(self):
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actions to perform when clicking on the 'Reject' button.
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action_reset_to_draft(self):
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actions to perform when clicking on the 'Reset to Draft' button."""
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_name = 'bonus.request'
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_description = 'Create Bonus Request'
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_inherit = 'mail.thread'
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_rec_name = 'reference'
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reference = fields.Char(string='Reference Number', copy=False,
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help='Sequence number for the bonus request.')
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state = fields.Selection([('draft', 'Draft'), ('submitted', 'Submitted'),
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('department_approved', 'Department Approved'),
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('manager_approved', 'Manager Approved'),
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('rejected', 'Rejected'),
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('accounting', 'Accounting Head Approved')],
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string='State', default='draft', tracking=True,
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help='State of the bonus request', copy=False,
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group_expand='_group_expand_states')
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employee_id = fields.Many2one('hr.employee', string='Employee', store=True,
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required=True, tracking=True,
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help='The bonus will be given to this '
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'employee')
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user_id = fields.Many2one('res.users', string='User',
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related='employee_id.user_id',
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help='The user of the employee(If any)')
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department_id = fields.Many2one('hr.department', string='Department',
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help='The department of the employee',
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store=True)
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job_id = fields.Many2one('hr.job', string='Job', store=True,
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help='Job of the employee')
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bonus_reason_id = fields.Many2one('bonus.reason', string='Bonus Reason',
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help='Reason for providing the Bonus',
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required=True)
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confirmed_user_id = fields.Many2one('res.users', string='Confirmed by',
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readonly=True, copy=False,
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help='This field will record the name '
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'of the person who confirmed '
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'the bonus request.')
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confirmed_date = fields.Date(string='Confirmed Date', readonly=True,
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copy=False, tracking=True,
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help='Confirmed date of bonus request')
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bonus_amount = fields.Float(string='Bonus Amount', tracking=True,
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help='This amount will be given as the bonus.')
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currency_id = fields.Many2one('res.currency', string='Company Currency',
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readonly=True,
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default=lambda self:
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self.env.user.company_id.currency_id,
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help='Company Currency')
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company_id = fields.Many2one('res.company', string='Company', readonly=True,
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default=lambda self: self.env.company,
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help='Company of the user.')
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department_approved_date = fields.Date(string='Department Approved Date',
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readonly=True, copy=False,
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help='Date on which the bonus '
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'request is approved by the '
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'Department.')
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manager_approved_date = fields.Date(string='Manager Approved Date',
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readonly=True, copy=False,
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help='Date on which the bonus request '
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'is approved by the Manager.')
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department_manager_id = fields.Many2one('res.users', readonly=True,
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help='Name of the Department Head,'
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' who approved the bonus '
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'request', copy=False,
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string='Department Head')
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hr_manager_id = fields.Many2one('res.users', string='Manager', copy=False,
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help='Name of the Manager, who approved the'
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' bonus request', readonly=True)
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journal_id = fields.Many2one('account.journal', string='Bonus Journal',
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help='The Jornal for bonus request',
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company_dependent=True, required=False,
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domain="[('type', '=', 'general')]",
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states={'accounting': [('required', True)]})
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move_id = fields.Many2one('account.move', string='Accounting Entry',
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help='Accounting entry of bonus request',
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readonly=True)
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credit_account_id = fields.Many2one('account.account',
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string='Credit Account',
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help='The credit account for creating '
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'journal entry')
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debit_account_id = fields.Many2one('account.account',
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string='Debit Account',
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help='The debit account for creating '
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'journal entry')
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@api.model_create_multi
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def create(self, vals_list):
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""" Override the create function for creating new sequence number.
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@params vals (dict): values for creating new records.
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@returns res (models.Model): the created records of 'bonus.request' """
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for vals in vals_list:
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if vals.get('reference', 'New') == 'New':
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vals['reference'] = self.env['ir.sequence'].next_by_code(
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'bonus.request') or 'New'
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res = super().create(vals)
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return res
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@api.onchange('employee_id')
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def _onchange_employee_id(self):
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""" When changing employee_id , the department_id and job_id of
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employee is changed """
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if self.employee_id:
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self.department_id = self.employee_id.department_id
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self.job_id = self.employee_id.job_id
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def _group_expand_states(self):
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""" To add the states in the kanban view """
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return [key for
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key, val in type(self).state.selection]
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def action_confirm(self):
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""" Function for the 'Confirm' button to change the state to
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'submitted', and update the confirmed user and date. """
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self.write({
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'state': 'submitted',
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'confirmed_user_id': self._uid,
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'confirmed_date': fields.Date.today()
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})
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def action_department_approve(self):
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""" Function for the 'Approve by Department' button to change the state
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to 'department_approved', and update the department manager and approved
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time. """
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self.write({
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'state': 'department_approved',
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'department_manager_id': self._uid,
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'department_approved_date': fields.Date.today()
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})
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def action_manager_approve(self):
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""" Function for the 'Approve by Manager' button to change the state to
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'manager_approved', and update the HR manager and approved date & time.
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"""
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self.write({
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'state': 'manager_approved',
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'hr_manager_id': self._uid,
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'manager_approved_date': fields.Date.today()
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})
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def action_reject(self):
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""" Function for the 'Reject' button to change the state to 'rejected'.
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"""
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self.state = 'rejected'
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def action_reset_to_draft(self):
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""" Function for the 'Reset to Draft' button to change the state to
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'draft' and reset the fields which are to be updated on changing the
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states."""
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self.write({
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'state': 'draft',
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'confirmed_user_id': False,
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'confirmed_date': False,
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'department_manager_id': False,
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'department_approved_date': False,
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'hr_manager_id': False,
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'manager_approved_date': False
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})
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def action_post_journal_entry(self):
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""" Function for the 'Post Journal Entry' button to create a draft entry
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for approved bonus request """
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account_move = self.env['account.move'].create({
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'ref': self.reference,
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'state': 'draft',
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'date': self.manager_approved_date,
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'journal_id': self.journal_id.id,
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'line_ids': [
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(0, 0, {
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'account_id': self.credit_account_id.id,
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'credit': self.bonus_amount,
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'name': self.employee_id.name + '-' + self.reference,
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'debit': 0.0,
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}),
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(0, 0, {
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'account_id': self.debit_account_id.id,
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'debit': self.bonus_amount,
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'name': self.employee_id.name + '-' + self.reference,
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'credit': 0.0,
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})
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]
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})
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account_move.state = 'posted'
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self.move_id = account_move.id
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self.state = 'accounting'
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def action_view_journal_items(self):
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"""To view the journal items for the bonus request"""
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return {
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'name': 'Journal Items',
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'type': 'ir.actions.act_window',
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'res_model': 'account.move',
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'view_mode': 'form',
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'res_id': self.move_id.id
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}
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