[IMP] odex_benefit: IMP benefit

odex25_benefit/odex_benefit/models/family_expense.py

@@ -30,6 +30,7 @@ class ConfirmBenefitExpense(models.Model):
                                      default=lambda x: _('New'))
     state = fields.Selection(selection=[
         ('draft', 'Draft'),
+        ('waiting_processing', 'Waiting for Processing'),
         ('calculated', 'Calculated'),
         ('assistant_general_manager', 'Waiting For The Assistant General Manager'),
         ('accounting_approve', 'Accounting Approve'),
@@ -55,7 +56,7 @@ class ConfirmBenefitExpense(models.Model):
     cloth_expense = fields.Boolean(string='Include Clothing Expense', default=True,
                                    states={'confirm': [('readonly', True)]})
     payment_order_id = fields.Many2one('payment.orders', string='Payment Order', ondelete="set null", copy=False)
-    move_id = fields.Many2one('account.move', ondelete='cascade')
+    move_id = fields.Many2one('account.move')
     available_payment_method_line_ids = fields.Many2many(comodel_name='account.payment.method.line')
     family_monthly_income = fields.Float(string="Total Monthly Income", compute='_get_family_monthly_values',
                                          store=True)
@@ -98,6 +99,7 @@ class ConfirmBenefitExpense(models.Model):
     line_domain_ids = fields.Many2many(comodel_name='benefit.expense.line', compute='_compute_domain_ids',
                                        string="Return Line Domain",
                                        )
+    assigned_supervisor_id = fields.Many2one('hr.employee',string='Assigned Supervisor',tracking=True,copy=False)
 
     @api.depends('payment_order_id', 'payment_order_id.state', 'move_id', 'move_id.state')
     def _compute_payment_move_state(self):
@@ -321,7 +323,8 @@ class ConfirmBenefitExpense(models.Model):
         self.state = 'assistant_general_manager'
 
     def action_accounting_approve(self):
-        self.state = 'accounting_approve'
+        self.sudo().action_accounting_transfer()
+        self.sudo().state = 'accounting_approve'
 
     def action_cancel(self):
         self.state = 'cancel'
@@ -332,6 +335,39 @@ class ConfirmBenefitExpense(models.Model):
         self.benefit_expense_line_ids.unlink()
         self.state = 'draft'
 
+    def action_reset_to_calculated(self):
+        self.ensure_one()
+        return {
+            'name': _('Reason for Return'),
+            'type': 'ir.actions.act_window',
+            'res_model': 'reason.for.return.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+        }
+
+    def action_assign_supervisor(self):
+        self.ensure_one()
+        return {
+            'name': _('Assign to Supervisor'),
+            'type': 'ir.actions.act_window',
+            'res_model': 'assign.supervisor.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+        }
+
+    def action_process_return(self):
+        self.ensure_one()
+        if self.state != 'waiting_processing':
+            raise UserError(_("You can only process when status is 'Waiting for Processing'."))
+
+        self.message_post(
+            body=_('<b>Processing Completed</b><br/><b>Processed By:</b> %s') % self.env.user.name,
+            subject=_('Return Processing Completed'),
+            message_type='notification',
+        )
+
+        self.state = 'calculated'
+
     def action_open_related_move_records(self):
         moves = self.move_id.ids
         return {
@@ -392,29 +428,30 @@ class ConfirmBenefitExpense(models.Model):
                 # Create Vendor Bill for Meal Card Invoice(othaime)
                 account_id = validation_setting.meal_expense_account_id
                 invoice_lines = []
-                for line in lines.filtered(lambda l: l.meal_card):
-                    family = line.family_id
-                    invoice_lines.append((0, 0, {
-                        'name': f'{family.name}/{family.code}',
-                        'account_id': account_id.id,
-                        'quantity': 1,
-                        'benefit_family_id': family.id,
-                        'price_unit': line.family_monthly_othaime,
+                if lines.filtered(lambda l: l.meal_card):
+                    for line in lines.filtered(lambda l: l.meal_card):
+                        family = line.family_id
+                        invoice_lines.append((0, 0, {
+                            'name': f'{family.name}/{family.code}',
+                            'account_id': account_id.id,
+                            'quantity': 1,
+                            'benefit_family_id': family.id,
+                            'price_unit': line.family_monthly_othaime,
+                            'family_confirm_id': rec.id,
+                            'analytic_account_id': family.branch_family_id.branch.analytic_account_id.id
+                        }))
+                    invoice_vals = {
+                        'move_type': 'in_invoice',
+                        'partner_id': validation_setting.meal_partner_id.id,
+                        'invoice_date': rec.date,
                         'family_confirm_id': rec.id,
-                        'analytic_account_id': family.branch_family_id.branch.analytic_account_id.id
-                    }))
-                invoice_vals = {
-                    'move_type': 'in_invoice',
-                    'partner_id': validation_setting.meal_partner_id.id,
-                    'invoice_date': rec.date,
-                    'family_confirm_id': rec.id,
-                    'benefit_family_ids': [(6, 0, rec.benefit_expense_line_ids.mapped('family_id').ids)],
-                    'journal_id': validation_setting.journal_id.id,
-                    'invoice_line_ids': invoice_lines,
-                    'ref': rec.name,
-                }
+                        'benefit_family_ids': [(6, 0, rec.benefit_expense_line_ids.mapped('family_id').ids)],
+                        'journal_id': validation_setting.journal_id.id,
+                        'invoice_line_ids': invoice_lines,
+                        'ref': rec.name,
+                    }
 
-                invoice = self.env['account.move'].create(invoice_vals)
-                rec.move_id = invoice
+                    invoice = self.env['account.move'].create(invoice_vals)
+                    rec.move_id = invoice
 
         return True

odex25_benefit/odex_benefit/security/ir.model.access.csv

@@ -171,4 +171,5 @@ access_expense_line_benefit_manager,access_expense_line_benefit_manager,model_be
 access_expense_researcher,access_expense_researcher,model_benefit_expense_line,odex_benefit.group_benefit_info,1,0,0,0
 access_family_bank_report_wizard,access_family_bank_report_wizard,model_family_bank_report_wizard,base.group_user,1,1,1,1
 access_return_reason,access_return_reason,model_return_reason,base.group_user,1,1,1,1
-access_return_reason_wizard,access_return_reason_wizard,model_return_reason_wizard,base.group_user,1,1,1,1
+access_return_reason_wizard,access_return_reason_wizard,model_return_reason_wizard,base.group_user,1,1,1,1
+access_assign_supervisor_wizard,access_assign_supervisor_wizard,model_assign_supervisor_wizard,base.group_user,1,1,1,1

odex25_benefit/odex_benefit/views/actions_and_menus.xml

@@ -1066,6 +1066,8 @@
             parent="education_main_menu" action="education_exam_type_action" sequence="9"/>
         <menuitem id="menu_confirm_benefit_expense" name="Benefit Expense Flow" parent="odex_benefit.benefit_services"
             action="action_confirm_benefit_expense" sequence="11" groups="odex_benefit.group_family_services_manager,odex_benefit.group_benefit_manager"/>
+        <menuitem id="menu_bank_return_benefit_expense" name="Bank Return Processing" parent="odex_benefit.benefit_services"
+            action="action_bank_return_benefit_expense" sequence="15" groups="odex_benefit.group_family_services_manager,odex_benefit.group_benefit_manager"/>
         <menuitem id="menu_family_bank_report_root"
               name="Family Bank Report"
               parent="account.menu_finance_payables"

odex25_benefit/odex_benefit/views/family_expense_view.xml

@@ -49,6 +49,19 @@
                             groups="odex_benefit.group_family_services_manager"
                             type="object" states="draft" class="btn btn-info"/>
 
+                    <button name="action_assign_supervisor" string="Assign to Supervisor"
+                            groups="odex_benefit.group_family_services_manager"
+                            type="object"
+                            attrs="{'invisible': ['|', ('state', '!=', 'draft'), ('is_return_calculation', '=', False)]}"
+                            class="btn-primary"/>
+
+                    <!-- Waiting Processing State Buttons -->
+                    <button name="action_process_return" string="Process"
+                            groups="odex_benefit.group_family_services_manager"
+                            type="object"
+                            states="waiting_processing"
+                            class="oe_highlight"/>
+
                     <button string="Confirm" type="object" name="action_assistant_manager" class="oe_highlight"
                             states="calculated" groups="odex_benefit.group_family_services_manager"/>
                     <button string="Withdraw" type="object" name="action_reset_to_draft" class="btn btn-danger"
@@ -59,15 +72,15 @@
                     <button string="Confirm" type="object" name="action_accounting_approve" class="oe_highlight"
                             states="assistant_general_manager"
                             groups="odex_benefit.group_benefit_manager"/>
-                    <button string="Reset" type="object" name="action_reset_to_draft" class="btn btn-danger"
+                    <button string="Reset" type="object" name="action_reset_to_calculated" class="btn btn-danger"
                             states="assistant_general_manager"
                             groups="odex_benefit.group_benefit_manager"/>
 
-                    <button string="Accounting Transfer" type="object" name="action_accounting_transfer"
+                    <!--<button string="Accounting Transfer" type="object" name="action_accounting_transfer"
                             class="oe_highlight" groups="odex_benefit.group_family_services_manager"
                             attrs="{'invisible': ['|','|',('state', '!=', 'accounting_approve'),('payment_order_id','!=',False),('move_id','!=',False)]}"
-                    />
-                    <button string="Reset" type="object" name="action_reset_to_draft" class="btn btn-danger"
+                    />-->
+                    <button string="Reset" type="object" name="action_reset_to_calculated" class="btn btn-danger"
                             states="accounting_approve" groups="odex_benefit.group_family_services_manager"/>
                 </header>
                 <sheet>
@@ -124,6 +137,9 @@
                             </div>
                             <field name="is_return_calculation" widget="boolean_toggle"
                                    attrs="{'readonly':[('state', '!=', 'draft')]}"/>
+                            <field name="assigned_supervisor_id"
+                                   attrs="{'invisible': ['|',('assigned_supervisor_id','=',False),('is_return_calculation', '=', False)]}"
+                                   readonly="1"/>
                             <field name="branch_custom_ids" required="1"
                                    widget="many2many_tags" attrs="{'readonly':[('state', '!=', 'draft')]}"
                             />
@@ -146,7 +162,8 @@
                     </group>
                     <!-- Notebook with Families page -->
                     <notebook>
-                        <page string="Family Monthly Expense" attrs="{'invisible': [('state', '=', 'draft')]}">
+                        <page string="Family Monthly Expense"
+                              attrs="{'invisible': [('state', 'in', ['draft','waiting_processing'])]}">
                             <div class="row mb-2">
                                 <!-- Family Count (Monthly Expense) -->
                                 <div class="col-6">
@@ -414,6 +431,14 @@
         <field name="view_id" ref="view_confirm_benefit_expense_tree"/>
     </record>
 
+    <record id="action_bank_return_benefit_expense" model="ir.actions.act_window">
+        <field name="name">Bank Return Processing</field>
+        <field name="res_model">confirm.benefit.expense</field>
+        <field name="view_mode">tree,form</field>
+        <field name="domain">[('state','=','waiting_processing')]</field>
+        <field name="view_id" ref="view_confirm_benefit_expense_tree"/>
+    </record>
+
 
     <record id="view_move_line_tree_new_code" model="ir.ui.view">
         <field name="name">account.move.line.form</field>

odex25_benefit/odex_benefit/wizards/reason_for_return_wizard.py

@@ -1,6 +1,6 @@
 # -*- coding: utf-8 -*-
 
-from odoo import models, fields, api
+from odoo import models, fields, api,_
 
 class ReasonForReturnWizard(models.TransientModel):
     _name = 'reason.for.return.wizard'
@@ -9,11 +9,33 @@ class ReasonForReturnWizard(models.TransientModel):
     reason = fields.Text(string="reason for return", required=True)
 
     def action_confirm(self):
-        for record in self:
-            record.env['service.request'].browse(self._context.get('active_id')).write({
-                'return_reason': record.reason,
+        active_id = self._context.get('active_id')
+        active_model = self._context.get('active_model')
+
+        if active_model == 'service.request':
+            self.env[active_model].browse(active_id).write({
+                'return_reason': self.reason,
                 'state': 'researcher',
             })
+        elif active_model == 'confirm.benefit.expense':
+            expense = self.env[active_model].browse(active_id)
+            message = _(
+                '<b>State Changed:</b> %s → Calculated<br/>'
+                '<b>Reset By:</b> %s<br/>'
+                '<b>Reason:</b> %s'
+            ) % (dict(expense._fields['state'].selection).get(expense.state), self.env.user.name,self.reason)
+            expense.sudo().message_post(
+                body=message,
+                subject=_('Benefit Expense Reset'),
+                message_type='notification',)
+
+            if expense.payment_order_id:
+                expense.sudo().payment_order_id.unlink()
+            if expense.move_id:
+                expense.sudo().move_id.unlink()
+            expense.sudo().state = 'calculated'
+
+        return {'type': 'ir.actions.act_window_close'}
 
 class ReturnReasonWizard(models.TransientModel):
     _name = "return.reason.wizard"

odex25_benefit/odex_benefit/wizards/researcher_wizard.py

@@ -192,3 +192,36 @@ class ReasearcherFamilyWizard(models.TransientModel):
                 subtype_id=self.env.ref('mail.mt_note').id,
                 notify_by_email=False,
             )
+
+
+class AssignSupervisorWizard(models.TransientModel):
+    _name = 'assign.supervisor.wizard'
+    _description = 'Assign Supervisor Wizard'
+
+    supervisor_id = fields.Many2one('hr.employee',string='Supervisor',required=True,domain=[('job_id', '!=', False)])
+
+    def action_confirm(self):
+        self.ensure_one()
+
+        active_id = self._context.get('active_id')
+        active_model = self._context.get('active_model')
+
+        if active_model == 'confirm.benefit.expense':
+            expense = self.env[active_model].browse(active_id)
+            message = _(
+                '<b>Assigned to Supervisor</b><br/>'
+                '<b>Supervisor:</b> %s<br/>'
+                '<b>Assigned By:</b> %s'
+            ) % (self.supervisor_id.name,self.env.user.name)
+
+            expense.message_post(
+                body=message,
+                subject=_('Assigned to Supervisor'),
+                message_type='notification',
+            )
+            expense.write({
+                'assigned_supervisor_id': self.supervisor_id.id,
+                'state': 'waiting_processing'
+            })
+
+        return {'type': 'ir.actions.act_window_close'}

odex25_benefit/odex_benefit/wizards/researcher_wizard.xml

@@ -8,13 +8,14 @@
                 <form>
                     <sheet>
                         <group>
-<!--                            <field name="selector"/>-->
+                            <!--                            <field name="selector"/>-->
                             <field name="member_id"/>
-<!--                            <field name="researcher_id" attrs="{'invisible':[('selector','=','researcher_team')]}"/>-->
+                            <!--                            <field name="researcher_id" attrs="{'invisible':[('selector','=','researcher_team')]}"/>-->
                             <field name="researcher_team"/>
                         </group>
                         <footer>
-                            <button name="submit_member" type="object" string="Submit" class="oe_highlight" attrs="{'invisible':[('member_id','=',False)]}"/>
+                            <button name="submit_member" type="object" string="Submit" class="oe_highlight"
+                                    attrs="{'invisible':[('member_id','=',False)]}"/>
                             or
                             <button special="cancel" string="Cancel"/>
                         </footer>
@@ -34,10 +35,12 @@
                             <field name="is_submitted" invisible="1"/>
                             <field name="branch_custom_id" attrs="{'invisible':[('branch_has_employees','=',True)]}"/>
                             <field name="branch_has_employees" invisible="1"/>
-                            <field name="researcher_team" required="1" options="{'no_create': True, 'no_create_edit': True,'no_quick_create': True, 'no_open': True}"/>
+                            <field name="researcher_team" required="1"
+                                   options="{'no_create': True, 'no_create_edit': True,'no_quick_create': True, 'no_open': True}"/>
                         </group>
                         <footer>
-                            <button name="submit_family" type="object" string="Submit" class="oe_highlight" attrs="{'invisible':['|',('benefit_id','=',False),('is_submitted','=',True)]}"/>
+                            <button name="submit_family" type="object" string="Submit" class="oe_highlight"
+                                    attrs="{'invisible':['|',('benefit_id','=',False),('is_submitted','=',True)]}"/>
                             <button special="cancel" string="Return to Record" class="btn-secondary"/>
                         </footer>
                     </sheet>
@@ -45,5 +48,25 @@
 
             </field>
         </record>
+
+        <record id="view_assign_supervisor_wizard_form" model="ir.ui.view">
+            <field name="name">assign.supervisor.wizard.form</field>
+            <field name="model">assign.supervisor.wizard</field>
+            <field name="arch" type="xml">
+                <form string="Assign to Supervisor">
+                    <group>
+                        <field name="supervisor_id"
+                               placeholder="Select a supervisor..."
+                               required="1"
+                               options="{'no_create': True, 'no_create_edit': True}"/>
+                    </group>
+                    <footer>
+                        <button string="Confirm Assignment" name="action_confirm"
+                                type="object" class="btn-primary"/>
+                        <button string="Cancel" class="btn-secondary" special="cancel"/>
+                    </footer>
+                </form>
+            </field>
+        </record>
     </data>
 </odoo>