addendum to commit da6b9d1be443999028f021ff81b4cf128a4eaaa2
- better employee name and image for default employee in data (xml-id: hr.employee_root)
- in demo data hr.employee_fp renamed to hr.employee_root to not have 2 employees linked to the root user
- renamed all occurences of employee_fp to employee_root
[IMP] improved planner content
[IMP] Misc usability improvement:
cost instead of sale price on product form
improved views and terminologies
journal entry is RO
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)
Christophe Simonis