Review the subtypes
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- Add a subtype for the paid expenses
- Correct subtypes wording
Prevent expense report for several employees
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- Can add lines from every employee, leading to account issues (payable / receivable)
Raise an error if you try to report several expenses for different employees
Don't track onchanges on journal_id
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- Expense Sheet, click on Post Journal Entries: you have 2 produced messages, and
one is strange (Journal Entry: * 1 ?)
Remove useless message on chatter
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- Remove the message to say that the expense report has been validated by ...
It's redundant as the visibility tracker already logs this change
Remove unused method
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- 'refuse_expense_sheets' is declared but never used
Log a link to the payment on chatter
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Expense Sheet, click on Register Payment: you have a message containing the
payment name (SUPP.OUT/2016/0001). Add a link to the form view.
Expense duplication
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Do not copy 'sheet_id' on duplication. It's wrong and has as secondary effect
to duplicate the state too.
Expense Report tree view
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Display correctly the widget monetary
1/ Modify the no content help message for hr_expense with a dynamic part
which describe how to create a new expense by mail
2/ Mail gateway mechanism. New customizable email alias expense@domain
that creates a new expense by sending an email to it. Check several things
- Check that the email_from is the same than one of the employees or than
on of the related users to employees. If not, send back an email to say that
the expense will not be created.
- If the email address is valid, check if something is between brackets '[]'
If it is the case, check if it is linked to a product internal reference
and set it accordingly. If nothing is found, use a default product
'Fixed Cost'
- If one/several float(s) are found in the mail subject, take the last
occurence and set it as the expense total amount.
3/ If a product template is created, to not add taxes on it. We don't expect it
to have additional taxes
4/ Under Expenses -> Configuration -> Expense Product, use a simplified product
view with only the needed fields.
5/ When generating the account move lines, use the account defined on the expense
line, not the sheet
6/ When creating a payment, make a reconciliation on the payable account move lines
That way, if the total amount on the expense is paid, the expense will be set to
paid automatically when registering a payment
7/ Add a one-page planner to explain how to use the email alias
8/ The field account_id on the expense sheet was informative. After some tests, it
seems that it's more confusing than helping. So we removed it
9/ Add a domain on the field 'bank_journal_id' to select journals of
type 'cash' or 'bank'
10/ If the number of expense lines is equal to 1, the expense summary on the expense
sheet should be the same name the line. So the process can be done in one click
NB:
- The option no_delete is not working, a fix will come from chm
- The many2many widget on a sheet creation is not working correctly as
the called command is a (1, id, values) without a (4, id, _) before.
A fix will also come from chm, but a disgusting hack has been
provided for this particular case (to remove after chm fix)
xmo-odoo