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.. image:: https://img.shields.io/badge/license-LGPLv3-blue.svg | ||
:target: https://www.gnu.org/licenses/lgpl.html | ||
:alt: License: LGPL-3 | ||
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=============================== | ||
HR Expense with Operating Units | ||
=============================== | ||
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This module introduces the following features: | ||
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* Adds the Operating Unit (OU) to the Expense. | ||
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* Security rules are defined to ensure that users can only see the Expense of that Operating Units in which they are allowed access to. | ||
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* Adds Operating Unit (OU) to the account moves while generating accounting entries from the expense. | ||
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Usage | ||
===== | ||
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas | ||
:alt: Try me on Runbot | ||
:target: https://runbot.odoo-community.org/runbot/213/10.0 | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues | ||
<https://github.com/OCA/operating-unit/issues>`_. In case of trouble, please | ||
check there if your issue has already been reported. If you spotted it first, | ||
help us smashing it by providing a detailed and welcomed feedback. | ||
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Credits | ||
======= | ||
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Images | ||
------ | ||
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* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_. | ||
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Contributors | ||
------------ | ||
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* Jordi Ballester Alomar <jordi.ballester@eficent.com> | ||
* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com> | ||
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Maintainer | ||
---------- | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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This module is maintained by the OCA. | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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To contribute to this module, please visit https://odoo-community.org. |
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# -*- coding: utf-8 -*- | ||
# Copyright 2016-17 Eficent Business and IT Consulting Services S.L. | ||
# (http://www.eficent.com) | ||
# Copyright 2016-17 Serpent Consulting Services Pvt. Ltd. | ||
# (<http://www.serpentcs.com>) | ||
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). | ||
from . import models | ||
from . import tests |
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# -*- coding: utf-8 -*- | ||
# Copyright 2016-17 Eficent Business and IT Consulting Services S.L. | ||
# (http://www.eficent.com) | ||
# Copyright 2016-17 Serpent Consulting Services Pvt. Ltd. | ||
# (<http://www.serpentcs.com>) | ||
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). | ||
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{ | ||
"name": "HR Expense Operating Unit", | ||
"version": "10.0.1.0.0", | ||
"license": 'LGPL-3', | ||
"author": "Eficent Business and IT Consulting Services S.L., " | ||
"Serpent Consulting Services Pvt. Ltd.," | ||
"Odoo Community Association (OCA)", | ||
"website": "http://www.eficent.com", | ||
"category": "Generic Modules/Human Resources", | ||
"depends": ["hr_expense", "account_operating_unit"], | ||
"data": [ | ||
"views/hr_expense_view.xml", | ||
"security/hr_expense_security.xml" | ||
], | ||
'installable': True, | ||
} |
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# -*- coding: utf-8 -*- | ||
# Copyright 2016-17 Eficent Business and IT Consulting Services S.L. | ||
# (http://www.eficent.com) | ||
# Copyright 2016-17 Serpent Consulting Services Pvt. Ltd. | ||
# (<http://www.serpentcs.com>) | ||
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). | ||
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from . import hr_expense |
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# -*- coding: utf-8 -*- | ||
# Copyright 2016-17 Eficent Business and IT Consulting Services S.L. | ||
# (http://www.eficent.com) | ||
# Copyright 2016-17 Serpent Consulting Services Pvt. Ltd. | ||
# (<http://www.serpentcs.com>) | ||
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). | ||
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from odoo.tools.translate import _ | ||
from odoo import api, fields, models | ||
from odoo.exceptions import UserError | ||
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class HrExpenseExpense(models.Model): | ||
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_inherit = 'hr.expense' | ||
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operating_unit_id = fields.Many2one('operating.unit', 'Operating Unit', | ||
default=lambda self: | ||
self.env['res.users']. | ||
operating_unit_default_get(self._uid)) | ||
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@api.multi | ||
@api.constrains('operating_unit_id', 'company_id') | ||
def _check_company_operating_unit(self): | ||
for rec in self: | ||
if (rec.company_id and rec.operating_unit_id and rec.company_id != | ||
rec.operating_unit_id.company_id): | ||
raise UserError(_('Configuration error!\nThe Company in the ' | ||
'Expense and in the Operating Unit ' | ||
'must be the same.')) | ||
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@api.multi | ||
@api.constrains('operating_unit_id', 'sheet_id') | ||
def _check_expense_operating_unit(self): | ||
for rec in self: | ||
if (rec.sheet_id and rec.sheet_id.operating_unit_id and | ||
rec.operating_unit_id and rec.sheet_id.operating_unit_id != | ||
rec.operating_unit_id): | ||
raise UserError(_('Configuration error!\nThe Operating Unit in' | ||
' the Expense sheet and in the Expense must ' | ||
'be the same.')) | ||
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@api.multi | ||
def submit_expenses(self): | ||
res = super(HrExpenseExpense, self).submit_expenses() | ||
if len(self.mapped('operating_unit_id')) != 1 or\ | ||
any(not expense.operating_unit_id for expense in self): | ||
raise UserError(_('You cannot submit the Expenses having' | ||
' different Operating Units or with' | ||
' no Operating Unit!')) | ||
if res.get('context'): | ||
res.get('context').\ | ||
update({'default_operating_unit_id': | ||
self[0].operating_unit_id.id}) | ||
return res | ||
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def _prepare_move_line(self, line): | ||
res = super(HrExpenseExpense, self)._prepare_move_line(line) | ||
res.update({'operating_unit_id': self.operating_unit_id.id}) | ||
return res | ||
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class HrExpenseSheet(models.Model): | ||
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_inherit = "hr.expense.sheet" | ||
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operating_unit_id = fields.Many2one('operating.unit', 'Operating Unit', | ||
default=lambda self: | ||
self.env['res.users']. | ||
operating_unit_default_get(self._uid)) | ||
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@api.multi | ||
@api.constrains('operating_unit_id', 'company_id') | ||
def _check_company_operating_unit(self): | ||
for rec in self: | ||
if (rec.company_id and rec.operating_unit_id and rec.company_id != | ||
rec.operating_unit_id.company_id): | ||
raise UserError(_('Configuration error!\nThe Company in the ' | ||
'Expense sheet and in the Operating Unit ' | ||
'must be the same.')) |
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31
hr_expense_operating_unit/security/hr_expense_security.xml
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<?xml version="1.0" encoding="utf-8"?> | ||
<!-- Copyright 2016-17 Eficent Business and IT Consulting Services S.L. | ||
Serpent Consulting Services Pvt. Ltd. | ||
License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl-3.0) --> | ||
<odoo> | ||
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<record id="ir_rule_hr_expense_allowed_operating_units" | ||
model="ir.rule"> | ||
<field name="model_id" ref="hr_expense.model_hr_expense"/> | ||
<field name="domain_force">['|',('operating_unit_id','=',False),('operating_unit_id','in',[g.id for g in user.operating_unit_ids])]</field> | ||
<field name="name">Expenses from allowed operating units</field> | ||
<field name="global" eval="True"/> | ||
<field eval="0" name="perm_unlink"/> | ||
<field eval="0" name="perm_write"/> | ||
<field eval="1" name="perm_read"/> | ||
<field eval="0" name="perm_create"/> | ||
</record> | ||
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<record id="ir_rule_hr_expense_sheet_allowed_operating_units" | ||
model="ir.rule"> | ||
<field name="model_id" ref="hr_expense.model_hr_expense_sheet"/> | ||
<field name="domain_force">['|',('operating_unit_id','=',False),('operating_unit_id','in',[g.id for g in user.operating_unit_ids])]</field> | ||
<field name="name">Expenses from allowed operating units</field> | ||
<field name="global" eval="True"/> | ||
<field eval="0" name="perm_unlink"/> | ||
<field eval="0" name="perm_write"/> | ||
<field eval="1" name="perm_read"/> | ||
<field eval="0" name="perm_create"/> | ||
</record> | ||
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</odoo> |
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# -*- coding: utf-8 -*- | ||
# Copyright 2016-17 Eficent Business and IT Consulting Services S.L. | ||
# (http://www.eficent.com) | ||
# Copyright 2016-17 Serpent Consulting Services Pvt. Ltd. | ||
# (<http://www.serpentcs.com>) | ||
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). | ||
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from . import test_hr_expense_operating_unit |
154 changes: 154 additions & 0 deletions
154
hr_expense_operating_unit/tests/test_hr_expense_operating_unit.py
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# -*- coding: utf-8 -*- | ||
# Copyright 2016-17 Eficent Business and IT Consulting Services S.L. | ||
# (http://www.eficent.com) | ||
# Copyright 2016-17 Serpent Consulting Services Pvt. Ltd. | ||
# (<http://www.serpentcs.com>) | ||
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). | ||
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from odoo.tests import common | ||
from odoo.exceptions import ValidationError, UserError | ||
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class TestHrExpenseOperatingUnit(common.TransactionCase): | ||
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def setUp(self): | ||
super(TestHrExpenseOperatingUnit, self).setUp() | ||
self.res_users_model = self.env['res.users'] | ||
self.hr_expense_model = self.env['hr.expense'] | ||
self.hr_expense_sheet_model = self.env['hr.expense.sheet'] | ||
self.hr_employee_model = self.env['hr.employee'] | ||
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self.company = self.env.ref('base.main_company') | ||
self.partner1 = self.env.ref('base.res_partner_1') | ||
self.partner2 = self.env.ref('base.res_partner_2') | ||
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# Expense Product | ||
self.product1 = self.env.ref('hr_expense.air_ticket') | ||
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self.grp_hr_user = self.env.ref('hr.group_hr_user') | ||
self.grp_accou_mng = self.env.ref('account.group_account_manager') | ||
self.grp_account_invoice =\ | ||
self.env.ref('account.group_account_invoice') | ||
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# Main Operating Unit | ||
self.ou1 = self.env.ref('operating_unit.main_operating_unit') | ||
# B2C Operating Unit | ||
self.b2c = self.env.ref('operating_unit.b2c_operating_unit') | ||
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self.user1 = self._create_user('Test HR User 1', 'user_1', 'demo1', | ||
[self.grp_hr_user, self.grp_accou_mng, | ||
self.grp_account_invoice], | ||
self.company, | ||
[self.ou1, self.b2c]) | ||
self.user2 = self._create_user('Test HR User 2', 'user_2', 'demo2', | ||
[self.grp_hr_user, self.grp_accou_mng, | ||
self.grp_account_invoice], | ||
self.company, | ||
[self.b2c]) | ||
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self.emp = self._create_hr_employee() | ||
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self.hr_expense1 = self._create_hr_expense( | ||
self.ou1, self.emp) | ||
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self.hr_expense2 = self._create_hr_expense( | ||
self.b2c, self.emp) | ||
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self._post_journal_entries(self.hr_expense1) | ||
self._post_journal_entries(self.hr_expense2) | ||
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def _create_user(self, name, login, pwd, groups, company, operating_units, | ||
context=None): | ||
"""Creates a user.""" | ||
group_ids = [group.id for group in groups] | ||
user = self.res_users_model.create({ | ||
'name': name, | ||
'login': login, | ||
'password': pwd, | ||
'email': 'example@yourcompany.com', | ||
'company_id': company.id, | ||
'company_ids': [(4, company.id)], | ||
'operating_unit_ids': [(4, ou.id) for ou in operating_units], | ||
'groups_id': [(6, 0, group_ids)] | ||
}) | ||
return user | ||
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def _create_hr_employee(self): | ||
"""Creates an Employee.""" | ||
emp = self.hr_employee_model.create({ | ||
'name': "Test Employee", | ||
'address_home_id': self.partner1.id, | ||
}) | ||
return emp | ||
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def _create_hr_expense(self, operating_unit, emp): | ||
"""Creates Expense for employee.""" | ||
expense_sheet = self.hr_expense_sheet_model.create({ | ||
'name': "Traveling Expense", | ||
'employee_id': emp.id, | ||
'operating_unit_id': operating_unit.id | ||
}) | ||
self.hr_expense_model.create({ | ||
'name': "Traveling Expense", | ||
'product_id': self.product1.id, | ||
'operating_unit_id': operating_unit.id, | ||
'unit_amount': '10.0', | ||
'quantity': '5', | ||
'employee_id': emp.id, | ||
'sheet_id': expense_sheet.id | ||
}) | ||
return expense_sheet | ||
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def _post_journal_entries(self, expense_sheet): | ||
"""Approves the Expense and creates accounting entries.""" | ||
expense_sheet.approve_expense_sheets() | ||
expense_sheet.action_sheet_move_create() | ||
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def test_security(self): | ||
# User 2 is only assigned to Operating Unit B2C, and cannot | ||
# Access Expenses of Main Operating Unit. | ||
record = self.hr_expense_model.sudo(self.user2.id).search( | ||
[('id', '=', self.hr_expense1.id), | ||
('operating_unit_id', '=', self.ou1.id)]) | ||
self.assertEqual(record.ids, [], 'User 2 should not have access to %s' | ||
% self.ou1.name) | ||
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# Expense OU should have same OU of its accounting entries | ||
self.assertEqual(self.hr_expense1.expense_line_ids.operating_unit_id, | ||
self.hr_expense1.account_move_id.line_ids. | ||
mapped('operating_unit_id'), | ||
"Expense OU should match with accounting entries OU") | ||
self.assertEqual(self.hr_expense2.expense_line_ids.operating_unit_id, | ||
self.hr_expense2.account_move_id.line_ids. | ||
mapped('operating_unit_id'), | ||
"Expense OU should match with accounting entries OU") | ||
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def test_constrains_error(self): | ||
with self.assertRaises(ValidationError): | ||
self.hr_expense1.write({'operating_unit_id': self.ou1.id}) | ||
self.hr_expense1.expense_line_ids.write({'operating_unit_id': | ||
self.b2c.id}) | ||
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self.hr_expense1.expense_line_ids.write({'state': 'draft'}) | ||
self.hr_expense1.expense_line_ids.submit_expenses() | ||
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company_id = self.env['res.company'].create({ | ||
'name': 'My Company', | ||
'partner_id': self.partner1.id, | ||
'rml_header1': 'My Company', | ||
'currency_id': self.env.ref('base.EUR').id | ||
}) | ||
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with self.assertRaises(ValidationError): | ||
self.hr_expense1.expense_line_ids.write({'company_id': | ||
company_id.id}) | ||
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with self.assertRaises(UserError): | ||
self.hr_expense1.expense_line_ids.write({ | ||
'state': 'draft', | ||
'operating_unit_id': False | ||
}) | ||
self.hr_expense1.expense_line_ids.submit_expenses() | ||
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with self.assertRaises(ValidationError): | ||
self.hr_expense1.write({'company_id': company_id.id}) |
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