[16.0][MIG] budget_activity_advance_clearing

budget_activity_advance_clearing/README.rst

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+==================================
+Budget Activity - Advance/Clearing
+==================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:85a085e257191cba5ccaa2c5aeb0acf79828325b72decbde192859798e194730
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Alpha
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-ecosoft--odoo%2Fbudgeting-lightgray.png?logo=github
+    :target: https://github.com/ecosoft-odoo/budgeting/tree/16.0/budget_activity_advance_clearing
+    :alt: ecosoft-odoo/budgeting
+
+|badge1| |badge2| |badge3|
+
+This module add "Activity" element for advance/clearing commitment
+
+.. IMPORTANT::
+   This is an alpha version, the data model and design can change at any time without warning.
+   Only for development or testing purpose, do not use in production.
+   `More details on development status <https://odoo-community.org/page/development-status>`_
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+This module will create a new activity and KPI "Employee Advance" automatically.
+You will need to setup the Account of this activity first.
+
+* Go to Budgeting > Activity > Budget Activity > Open activity "Employee Advance"
+* Select appropriate employee advance account from your chart of account
+* Go to Budgeting > Configurations > Budget Template
+* Select your template that control budget and add KPI "Employee Advance" into Template
+
+Note:
+
+* Employee Advance account code, if not already exists, you can create one. Use type = Current Asset and check Allow Reconciliation.
+
+Usage
+=====
+
+#. Go to Expenses > My Expenses > Advances > Create new advance
+#. Activity field is default Employee Advance and it will automatically change the account on the advance/clearing that your config.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/ecosoft-odoo/budgeting/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/ecosoft-odoo/budgeting/issues/new?body=module:%20budget_activity_advance_clearing%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Ecosoft
+
+Contributors
+~~~~~~~~~~~~
+
+* `Ecosoft <http://ecosoft.co.th>`__:
+
+    * Kitti Upariphutthiphong <[email protected]>
+    * Saran Lim. <[email protected]>
+    * Pimolnat Suntian <[email protected]>
+
+Maintainers
+~~~~~~~~~~~
+
+.. |maintainer-Saran440| image:: https://github.com/Saran440.png?size=40px
+    :target: https://github.com/Saran440
+    :alt: Saran440
+
+Current maintainer:
+
+|maintainer-Saran440| 
+
+This module is part of the `ecosoft-odoo/budgeting <https://github.com/ecosoft-odoo/budgeting/tree/16.0/budget_activity_advance_clearing>`_ project on GitHub.
+
+You are welcome to contribute.

budget_activity_advance_clearing/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

budget_activity_advance_clearing/__manifest__.py

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+# Copyright 2021 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Budget Activity - Advance/Clearing",
+    "version": "16.0.1.0.0",
+    "category": "Accounting",
+    "license": "AGPL-3",
+    "author": "Ecosoft, Odoo Community Association (OCA)",
+    "website": "https://github.com/ecosoft-odoo/budgeting",
+    "depends": [
+        "budget_activity_expense",
+        "budget_control_advance_clearing",
+    ],
+    "data": [
+        "data/budget_advance_data.xml",
+        "views/hr_expense_view.xml",
+    ],
+    "installable": True,
+    "auto_install": True,
+    "maintainers": ["Saran440"],
+    "development_status": "Alpha",
+}

budget_activity_advance_clearing/data/budget_advance_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="budget_kpi_advance" model="budget.kpi">
+        <field name="name">Employee Advance</field>
+    </record>
+    <record id="budget_activity_advance" model="budget.activity">
+        <field name="name">Employee Advance</field>
+        <field
+            name="kpi_id"
+            ref="budget_activity_advance_clearing.budget_kpi_advance"
+        />
+    </record>
+</odoo>

budget_activity_advance_clearing/models/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import base_budget_move
+from . import hr_expense
+from . import budget_activity
+from . import budget_period
+from . import budget_control

budget_activity_advance_clearing/models/base_budget_move.py

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+# Copyright 2021 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class BudgetDoclineMixinBase(models.AbstractModel):
+    _inherit = "budget.docline.mixin.base"
+
+    def _domain_activity(self):
+        """
+        Filter out the activity advance from the domain of the activity field,
+        because the activity advance is meant to be used only in the advances view.
+        """
+        domain = super()._domain_activity()
+        advance_activity = self.env.ref(
+            "budget_activity_advance_clearing.budget_activity_advance"
+        )
+        if advance_activity:
+            domain.append(("id", "!=", advance_activity.id))
+        return domain

budget_activity_advance_clearing/models/budget_activity.py

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+# Copyright 2021 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, models
+
+
+class BudgetActivity(models.Model):
+    _inherit = "budget.activity"
+
+    @api.onchange("account_id")
+    def _onchange_account_id(self):
+        """
+        Update the expense account of the employee advance product based on the
+        account_id activity of the current record.
+        """
+        budget_activity_advance = self.env.ref(
+            "budget_activity_advance_clearing.budget_activity_advance"
+        )
+        # If the current record is the budget activity advance reference
+        if self._origin.id == budget_activity_advance.id:
+            employee_advance_product = self.env.ref(
+                "hr_expense_advance_clearing.product_emp_advance"
+            )
+            # Update the expense account of the employee advance product
+            employee_advance_product.update(
+                {"property_account_expense_id": self.account_id}
+            )

budget_activity_advance_clearing/models/budget_control.py

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+# Copyright 2023 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class BudgetControl(models.Model):
+    _inherit = "budget.control"
+
+    def _get_lines_init_date(self):
+        self.ensure_one()
+        lines = super()._get_lines_init_date()
+        kpi_advance = self.env.ref(
+            "budget_activity_advance_clearing.budget_kpi_advance"
+        )
+        return lines.filtered(lambda l: l.kpi_id != kpi_advance)

budget_activity_advance_clearing/models/budget_period.py

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+# Copyright 2021 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class BudgetPeriod(models.Model):
+    _inherit = "budget.period"
+
+    def _get_budget_avaiable(self, analytic_id, template_lines):
+        """Not check budget available with kpi advance"""
+        kpi_advance = self.env.ref(
+            "budget_activity_advance_clearing.budget_kpi_advance"
+        )
+        if template_lines._name == "budget.template.line":
+            template_lines = template_lines.filtered(lambda l: l.kpi_id != kpi_advance)
+        return super()._get_budget_avaiable(analytic_id, template_lines)

budget_activity_advance_clearing/models/hr_expense.py

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+# Copyright 2021 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError, ValidationError
+
+
+class HRExpenseSheet(models.Model):
+    _inherit = "hr.expense.sheet"
+
+    def action_submit_sheet(self):
+        """As advance clearing, Employee Advance as activity not allowed"""
+        if self.mapped("advance_sheet_id"):
+            activity_advance = self.env.ref(
+                "budget_activity_advance_clearing.budget_activity_advance"
+            )
+            if activity_advance in self.mapped("expense_line_ids.activity_id"):
+                raise UserError(
+                    _(
+                        "For clearing expenes, activity 'Employee Advance' "
+                        "is not allowed.\nPlease change activity."
+                    )
+                )
+        return super().action_submit_sheet()
+
+    def get_domain_advance_sheet_expense_line(self):
+        """Overwrite domain filter expense lines with clearing product or activity"""
+        return self.advance_sheet_id.expense_line_ids.filtered(
+            lambda l: l.clearing_product_id or l.clearing_activity_id
+        )
+
+    def _prepare_clear_advance(self, line):
+        clearing_dict = super()._prepare_clear_advance(line)
+        if line.clearing_activity_id:
+            clearing_dict["activity_id"] = line.clearing_activity_id.id
+            clearing_dict["name"] = line.name
+        return clearing_dict
+
+    def create_clearing_expense_line(self, line):
+        clearing_line = super().create_clearing_expense_line(line)
+        clearing_line._onchange_activity_id()
+        return clearing_line
+
+
+class HRExpense(models.Model):
+    _inherit = "hr.expense"
+
+    clearing_activity_id = fields.Many2one(
+        comodel_name="budget.activity",
+        string="Clearing Activity",
+        domain=lambda self: [
+            (
+                "id",
+                "!=",
+                self.env.ref(
+                    "budget_activity_advance_clearing.budget_activity_advance", 0
+                ).id,
+            )
+        ],
+        tracking=True,
+        ondelete="restrict",
+        help="Optional: On the clear advance, the clearing "
+        "activity will create default activity line.",
+    )
+
+    @api.constrains("advance")
+    def _check_advance(self):
+        for expense in self.filtered("advance"):
+            budget_activity_advance = self.env.ref(
+                "budget_activity_advance_clearing.budget_activity_advance"
+            )
+            if not budget_activity_advance.account_id:
+                raise ValidationError(_("Employee advance activity has no account."))
+            if expense.activity_id != budget_activity_advance:
+                raise ValidationError(
+                    _("Employee advance, selected activity is not valid.")
+                )
+        return super()._check_advance()
+
+    @api.onchange("advance")
+    def onchange_advance(self):
+        """
+        Update the activity_id field of the current record based on the value of the
+        advance field.
+        """
+        res = super().onchange_advance()
+        self.activity_id = (
+            self.env.ref("budget_activity_advance_clearing.budget_activity_advance")
+            if self.advance
+            else False
+        )
+        return res

budget_activity_advance_clearing/readme/CONFIGURE.rst

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+This module will create a new activity and KPI "Employee Advance" automatically.
+You will need to setup the Account of this activity first.
+
+* Go to Budgeting > Activity > Budget Activity > Open activity "Employee Advance"
+* Select appropriate employee advance account from your chart of account
+* Go to Budgeting > Configurations > Budget Template
+* Select your template that control budget and add KPI "Employee Advance" into Template
+
+Note:
+
+* Employee Advance account code, if not already exists, you can create one. Use type = Current Asset and check Allow Reconciliation.

budget_activity_advance_clearing/readme/CONTRIBUTORS.rst

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+* `Ecosoft <http://ecosoft.co.th>`__:
+
+    * Kitti Upariphutthiphong <[email protected]>
+    * Saran Lim. <[email protected]>
+    * Pimolnat Suntian <[email protected]>

budget_activity_advance_clearing/readme/DESCRIPTION.rst

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+This module add "Activity" element for advance/clearing commitment

budget_activity_advance_clearing/readme/USAGE.rst

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+#. Go to Expenses > My Expenses > Advances > Create new advance
+#. Activity field is default Employee Advance and it will automatically change the account on the advance/clearing that your config.