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230 lines
9.8 KiB
230 lines
9.8 KiB
# -*- 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) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>)
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# Author: Amaya Aravind (odoo@cybrosys.com)
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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 odoo import api, fields, models
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class BonusRequest(models.Model):
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"""
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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 'Submit' 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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action_post_journal_entry(self):
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actions to create and post a journal entry for the bonus.
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action_view_journal_items(self):
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action to view the journal items for the bonus request.
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"""
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_name = 'bonus.request'
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_description = '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(
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[('draft', 'Draft'), ('submitted', 'Submitted'),
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('department_approved', 'Department Approved'),
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('manager_approved', 'Manager Approved'), ('accounting', 'Accounting Head Approved'),
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('posted', 'Posted'), ('rejected', 'Rejected')],
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string='State', default='draft', copy=False, tracking=True,
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help='State of the bonus request.')
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employee_id = fields.Many2one(
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'hr.employee', string='Employee', required=True, tracking=True,
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help='The bonus will be given to this employee')
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user_id = fields.Many2one(
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'res.users', string='User', 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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related='employee_id.department_id',
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help='The department of the employee.')
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job_id = fields.Many2one(
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'hr.job', string='Job', related='employee_id.job_id',
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help='Job of the employee')
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bonus_reason_id = fields.Many2one(
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'bonus.reason', string='Bonus Reason', required=True,
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help='Reason for providing the Bonus.')
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confirmed_user_id = fields.Many2one(
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'res.users', string='Confirmed by', readonly=True, copy=False,
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help='This field will record the name of the person who confirmed '
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'the bonus request.')
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confirmed_date = fields.Date(
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string='Confirmed Date', readonly=True, 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(
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'res.currency', string='Company Currency', required=True,
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readonly=True,
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default=lambda self: self.env.user.company_id.currency_id,
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help='Company Currency')
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company_id = fields.Many2one(
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'res.company', string='Company', readonly=True,
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default=lambda self: self.env.company, help='Company of the user.')
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department_approved_date = fields.Date(
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string='Department Approved Date', readonly=True, copy=False,
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help='Date on which the bonus request is approved by the Department.')
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manager_approved_date = fields.Date(
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string='Manager Approved Date', readonly=True, copy=False,
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help='Date on which the bonus request is approved by the Manager.')
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department_manager_id = fields.Many2one(
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'res.users', string='Department Manager', readonly=True, copy=False,
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help='Name of the Department Head, who approved the bonus request.')
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hr_manager_id = fields.Many2one(
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'res.users', string='Manager', readonly=True, copy=False,
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help='Name of the Manager, who approved the bonus request.')
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journal_id = fields.Many2one('account.journal', string='Bonus Journal',
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help='The Journal for bonus request',
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company_dependent=True, required=False,
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domain="[('type', '=', 'general')]")
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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
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def create(self, vals):
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""" Override the create function for creating new sequence number.
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Args:
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vals (dict): values for creating new records.
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Returns:
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models.Model: the created records of 'bonus.request'.
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"""
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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(BonusRequest, self).create(vals)
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return res
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def action_confirm(self):
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"""
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Function for the 'Submit' button to change the state to 'submitted',
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and update the confirmed user and date.
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"""
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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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"""
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Function for the 'Approve by Department' button to change the state to
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'department_approved', and update the department manager and approved
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time.
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"""
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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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"""
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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.
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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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"""
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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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"""
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Function for the 'Reset to Draft' button to change the state to 'draft'
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and reset the fields which are to be updated on changing the states.
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"""
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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 and post a journal entry
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for approved bonus request and change state to 'posted' """
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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.action_post()
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self.write({
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'move_id': account_move.id,
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'state': 'posted'
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})
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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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