refactor: reorient payment wizard to operate on individual expenses instead of expense sheets

models/__init__.py

@@ -1,6 +1,5 @@
 from . import product_template
 from . import hr_expense
-from . import hr_expense_sheet
 from . import hr_expense_payment_wizard
 from . import account_move_line
 from . import account_move

models/hr_expense.py

@@ -238,3 +238,16 @@ class HrExpense(models.Model):
             realizations.filtered(lambda r: r.state != 'posted').write({'state': 'draft'})
             
         return super().action_reset_expense_sheets()
+    def action_open_payment_wizard(self):
+        self.ensure_one()
+        return {
+            'name': _('Register Payment'),
+            'type': 'ir.actions.act_window',
+            'res_model': 'hr.expense.payment.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'default_expense_id': self.id,
+                'default_amount': self.total_amount,
+            }
+        }

models/hr_expense_payment_wizard.py

@@ -5,10 +5,10 @@ class HrExpensePaymentWizard(models.TransientModel):
     _name = 'hr.expense.payment.wizard'
     _description = 'Expense Payment Wizard'
 
-    expense_sheet_id = fields.Many2one('hr.expense.sheet', required=True)
+    expense_id = fields.Many2one('hr.expense', string='Expense', required=True)
     amount = fields.Monetary(string='Payment Amount', required=True, readonly=True)
-    currency_id = fields.Many2one('res.currency', related='expense_sheet_id.currency_id')
+    currency_id = fields.Many2one('res.currency', related='expense_id.currency_id')
-    company_id = fields.Many2one('res.company', related='expense_sheet_id.company_id')
+    company_id = fields.Many2one('res.company', related='expense_id.company_id')
     
     partner_id = fields.Many2one(
         'res.partner', 
@@ -38,6 +38,7 @@ class HrExpensePaymentWizard(models.TransientModel):
                 self.payment_method_line_id = available_payment_methods[0].id
             else:
                 self.payment_method_line_id = False
+                self.payment_method_line_id = False
 
     def action_create_payment(self):
         self.ensure_one()
@@ -60,23 +61,19 @@ class HrExpensePaymentWizard(models.TransientModel):
             'journal_id': self.journal_id.id,
             'currency_id': self.currency_id.id,
             'payment_method_line_id': self.payment_method_line_id.id,
-            'ref': self.expense_sheet_id.name,
+            'ref': self.expense_id.name,
             'destination_account_id': uang_muka_account.id,
-            'expense_ids': [Command.set(self.expense_sheet_id.expense_line_ids.ids)],
+            'expense_ids': [Command.set(self.expense_id.ids)],
         }
         
         payment = self.env['account.payment'].create(payment_vals)
         payment.action_post()
         
-        # Link the payment's move to the expense sheet (if field exists, standard Odoo usually has it)
+        # In Odoo 19, the payment move is linked to the expense via expense_ids on the payment.
-        if hasattr(payment.move_id, 'expense_sheet_id'):
+        # Standard Odoo should handle the state update if we followed the right hooks,
-            payment.move_id.write({'expense_sheet_id': self.expense_sheet_id.id})
+        # but since we are doing a custom flow, let's trigger it.
         
-        # Update sheet status to Paid
+        # Update expense status
-        self.expense_sheet_id.write({
+        self.expense_id.action_recompute_state()
-            'state': 'done', 
-        })
-        # Our custom logic will push it to 'wait_post' if realization is pending
-        self.expense_sheet_id.action_recompute_state()
         
         return {'type': 'ir.actions.act_window_close'}

models/hr_expense_sheet.py

@@ -1,269 +0,0 @@
-from odoo import api, fields, models, _, Command
-from datetime import timedelta
-from odoo.exceptions import UserError, ValidationError
-from odoo.tools.misc import clean_context
-
-class HrExpenseSheet(models.Model):
-    _inherit = 'hr.expense.sheet'
-
-    state = fields.Selection(selection_add=[
-        ('wait_post', 'Wait Post')
-    ], ondelete={'wait_post': 'set default'})
-
-    @api.depends('account_move_ids.payment_state', 'account_move_ids.amount_residual', 'account_move_ids.state', 'expense_line_ids.receipt_received', 'expense_line_ids.realization_ids.state')
-    def _compute_state(self):
-        # Store original states to detect transition to 'done'
-        original_states = {sheet.id: sheet.state for sheet in self}
-        
-        super()._compute_state()
-        
-        for sheet in self:
-            # FIX: If we have moves but they are ALL canceled/draft, Odoo super() incorrectly sets state='post' or 'done'.
-            # We must force it back to approval_state (Approved) or draft.
-            active_moves = sheet.account_move_ids.filtered(lambda m: m.state == 'posted')
-            if not active_moves:
-                if sheet.state in ('post', 'done', 'wait_post'):
-                    # Odoo 19 uses 'approve' instead of 'approval_state' field often, but let's be safe
-                    sheet.state = 'approve' if sheet.state != 'cancel' else 'cancel'
-
-            # Check for Company Account expenses
-            company_paid = sheet.expense_line_ids.filtered(lambda e: e.payment_mode == 'company_account')
-            
-            if company_paid:
-                # If Odoo thought it was 'done' (fully or partially paid/in_payment), 
-                # we may need to hold it at 'wait_post' until realization is complete.
-                if sheet.state == 'done':
-                    realizations = company_paid.mapped('realization_ids')
-                    has_posted_realization = realizations and all(r.state == 'posted' for r in realizations)
-                    
-                    if sheet.payment_state in ('paid', 'in_payment'):
-                        if sheet.receipt_status != 'received' or not has_posted_realization:
-                            sheet.state = 'wait_post'
-                    else:
-                        # If not paid, it should drop back
-                        sheet.state = 'approve'
-
-            if original_states.get(sheet.id) != 'done' and sheet.state == 'done':
-                # Transitioned to 'Paid/Done'
-                today = fields.Date.today()
-                for expense in sheet.expense_line_ids:
-                    if not expense.receipt_due_date:
-                        due_days = expense.product_id.receipt_due_days or 0
-                        expense.receipt_due_date = today + timedelta(days=due_days)
-
-    receipt_status = fields.Selection([
-        ('pending', 'Pending Receipts'),
-        ('received', 'Receipts Received'),
-        ('none', 'No Receipt Required')
-    ], string='Receipt Status', compute='_compute_receipt_status', store=True, tracking=True)
-
-    realization_total_amount = fields.Monetary(
-        string='Realization Total',
-        compute='_compute_realization_total_amount',
-        currency_field='currency_id',
-        store=True
-    )
-
-    expense_sequences = fields.Char(
-        string='Expense Sequences',
-        compute='_compute_expense_sequences',
-        store=True,
-        help="Concatenated sequences of all expenses in this report."
-    )
-
-    amount_paid = fields.Monetary(
-        string='Payment Total',
-        compute='_compute_amount_paid',
-        currency_field='currency_id',
-        store=True,
-        help="Total amount paid by the finance team (Total - Residual)."
-    )
-
-    @api.depends('account_move_ids.line_ids.matched_debit_ids', 'account_move_ids.line_ids.matched_credit_ids', 'total_amount', 'amount_residual')
-    def _compute_amount_paid(self):
-        for sheet in self:
-            total_paid = 0.0
-            seen_statement_line_ids = set()
-            seen_payment_ids = set()
-            seen_move_line_ids = set()
-            
-            # Find all relevant lines of the sheet's moves (Payable or Clearing accounts)
-            reconcilable_lines = sheet.account_move_ids.line_ids.filtered(
-                lambda l: l.account_id.account_type in ('asset_receivable', 'liability_payable') or 
-                          l.account_id.reconcile
-            )
-            
-            for line in reconcilable_lines:
-                # Get the counterpart lines from partial reconciliations
-                partials = line.matched_debit_ids | line.matched_credit_ids
-                for partial in partials:
-                    counterpart = partial.debit_move_id if partial.credit_move_id == line else partial.credit_move_id
-                    
-                    # If the counterpart is from a Bank/Cash journal, it's a "Payment"
-                    if counterpart.journal_id.type in ('bank', 'cash'):
-                        st_line = counterpart.move_id.statement_line_id
-                        payment = counterpart.payment_id
-                        
-                        if st_line:
-                            if st_line.id not in seen_statement_line_ids:
-                                total_paid += abs(st_line.amount)
-                                seen_statement_line_ids.add(st_line.id)
-                        elif payment:
-                            if payment.id not in seen_payment_ids:
-                                total_paid += payment.amount
-                                seen_payment_ids.add(payment.id)
-                        else:
-                            # Fallback to the specific move line's balance (absolute)
-                            if counterpart.id not in seen_move_line_ids:
-                                total_paid += abs(counterpart.balance)
-                                seen_move_line_ids.add(counterpart.id)
-
-            # If no bank transactions found but report is clearly paid/partially paid, 
-            # fall back to standard calculation for non-bank flows (e.g. manual journal reconciliation)
-            if not total_paid and sheet.total_amount != sheet.amount_residual:
-                total_paid = sheet.total_amount - sheet.amount_residual
-
-            sheet.amount_paid = total_paid
-
-    @api.depends('expense_line_ids.realization_total_amount')
-    def _compute_realization_total_amount(self):
-        for sheet in self:
-            sheet.realization_total_amount = sum(sheet.expense_line_ids.mapped('realization_total_amount'))
-
-    @api.depends('expense_line_ids.sequence_name')
-    def _compute_expense_sequences(self):
-        for sheet in self:
-            sequences = sheet.expense_line_ids.mapped('sequence_name')
-            # Filter out false values and joins them
-            sheet.expense_sequences = ", ".join(filter(None, sequences))
-
-    @api.depends('expense_line_ids.receipt_received', 'expense_line_ids.payment_mode')
-    def _compute_receipt_status(self):
-        for sheet in self:
-            company_paid_expenses = sheet.expense_line_ids.filtered(lambda e: e.payment_mode == 'company_account')
-            if not company_paid_expenses:
-                sheet.receipt_status = 'none'
-            elif all(e.receipt_received for e in company_paid_expenses):
-                sheet.receipt_status = 'received'
-            else:
-                sheet.receipt_status = 'pending'
-
-    @api.depends('account_move_ids.payment_state', 'account_move_ids.amount_residual', 'account_move_ids.state', 'account_move_ids.payment_id.is_matched')
-    def _compute_from_account_move_ids(self):
-        """ 
-        Overriding to fix the 'IN PAYMENT' ribbon issue. 
-        Standard Odoo assumes 'paid' if any move exists for company_account.
-        We check if the moves are actually in 'posted' state. 
-        """
-        for sheet in self:
-            if sheet.payment_mode == 'company_account':
-                if sheet.account_move_ids:
-                    # Filter for moves that are NOT canceled
-                    active_moves = sheet.account_move_ids.filtered(lambda m: m.state == 'posted')
-                    if active_moves:
-                        # If there are active moves that are not reversed
-                        moves = active_moves - active_moves.filtered('reversal_move_id')
-                        if moves:
-                            payments = moves.mapped('payment_id')
-                            unmatched_payments = payments.filtered(lambda p: not p.is_matched)
-                            
-                            if unmatched_payments:
-                                sheet.payment_state = 'in_payment'
-                            else:
-                                sheet.payment_state = 'paid'
-                            sheet.amount_residual = 0.
-                        else:
-                            sheet.payment_state = 'reversed'
-                            sheet.amount_residual = sum(sheet.account_move_ids.mapped('amount_residual'))
-                    else:
-                        # Moves exist but none are 'posted' (e.g. they are all 'cancel' or 'draft')
-                        sheet.payment_state = 'not_paid'
-                        sheet.amount_residual = sum(sheet.account_move_ids.mapped('amount_residual'))
-                else:
-                    sheet.payment_state = 'not_paid'
-                    sheet.amount_residual = 0.0
-            else:
-                # Standard Odoo logic for own_account
-                if sheet.account_move_ids:
-                    sheet.amount_residual = sum(sheet.account_move_ids.mapped('amount_residual'))
-                    sheet.payment_state = sheet.account_move_ids[:1].payment_state
-                else:
-                    sheet.amount_residual = 0.0
-                    sheet.payment_state = 'not_paid'
-
-    def _do_refuse(self, reason):
-        """ 
-        Bypass the standard Odoo lock: 'You cannot cancel an expense sheet linked to a journal entry'.
-        We allow it but we'll try to cancel the moves first.
-        """
-        self._do_reverse_moves()
-        return super()._do_refuse(reason)
-
-    def _do_reverse_moves(self):
-        """ 
-        Overriding to handle account.payment explicitly. 
-        """
-        self = self.with_context(clean_context(self.env.context))
-        if self.account_move_ids:
-            for sheet in self:
-                # Handle payments linked to this sheet
-                payments = sheet.account_move_ids.mapped('payment_id')
-                if payments:
-                    # Cancel the payments directly
-                    for payment in payments:
-                        if payment.state == 'posted':
-                            payment.action_cancel()
-                        elif payment.state == 'draft':
-                            payment.action_cancel()
-                
-                # Standard reversal for non-payment moves (if any)
-                non_payment_moves = sheet.account_move_ids.filtered(lambda m: not m.payment_id)
-                if non_payment_moves:
-                    non_payment_moves._reverse_moves(
-                        default_values_list=[{'invoice_date': fields.Date.context_today(move), 'ref': False} for move in non_payment_moves],
-                        cancel=True
-                    )
-                
-                # Unlink draft/canceled moves (including payment moves that are now draft/cancel)
-                sheet.account_move_ids.filtered(lambda m: m.state in ('draft', 'cancel')).unlink()
-
-    def action_reset_expense_sheets(self):
-        """ Overriding reset to handle realizations. """
-        for sheet in self:
-            realizations = sheet.expense_line_ids.mapped('realization_ids')
-            posted_realizations = realizations.filtered(lambda r: r.state == 'posted')
-            if posted_realizations:
-                raise UserError(_("You cannot reset this report because it has one or more Posted Realizations (%s). Please reverse or cancel the realization journal entries first.") % ", ".join(posted_realizations.mapped('name')))
-            
-            # Reset draft/confirmed ones back to draft if resetting the sheet
-            realizations.filtered(lambda r: r.state != 'posted').write({'state': 'draft'})
-            
-        return super().action_reset_expense_sheets()
-
-    def action_refuse_expense_sheets(self):
-        """ Handle realizations on refusal as well. """
-        for sheet in self:
-            realizations = sheet.expense_line_ids.mapped('realization_ids')
-            if realizations.filtered(lambda r: r.state == 'posted'):
-                raise UserError(_("You cannot refuse this report because it has Posted Realizations. Revert them first."))
-            realizations.write({'state': 'draft'})
-        return super().action_refuse_expense_sheets()
-
-    def action_recompute_state(self):
-        """ Public wrapper to allow triggering recompute from a button. """
-        self._compute_state()
-        self._compute_from_account_move_ids()
-
-    def action_open_payment_wizard(self):
-        self.ensure_one()
-        return {
-            'name': _('Register Payment'),
-            'type': 'ir.actions.act_window',
-            'res_model': 'hr.expense.payment.wizard',
-            'view_mode': 'form',
-            'target': 'new',
-            'context': {
-                'default_expense_sheet_id': self.id,
-                'default_amount': self.total_amount,
-            }
-        }

security/ir.model.access.csv

@@ -2,3 +2,4 @@ id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_hr_expense_realization_user,hr.expense.realization,model_hr_expense_realization,hr_expense.group_hr_expense_user,1,1,1,0
 access_hr_expense_realization_manager,hr.expense.realization,model_hr_expense_realization,hr_expense.group_hr_expense_manager,1,1,1,1
 access_hr_expense_realization_line_user,hr.expense.realization.line,model_hr_expense_realization_line,hr_expense.group_hr_expense_user,1,1,1,1
+access_hr_expense_payment_wizard,hr.expense.payment.wizard,model_hr_expense_payment_wizard,base.group_user,1,1,1,1

views/hr_expense_payment_wizard_views.xml

@@ -8,7 +8,7 @@
                 <sheet>
                     <group>
                         <group>
-                            <field name="expense_sheet_id" invisible="1"/>
+                            <field name="expense_id" invisible="1"/>
                             <field name="company_id" invisible="1"/>
                             <field name="currency_id" invisible="1"/>
                             <field name="partner_id" widget="res_partner_many2one" context="{'res_partner_search_mode': 'supplier'}"/>

views/hr_expense_views.xml

@@ -12,14 +12,17 @@
                 <attribute name="statusbar_visible">draft,submitted,approved,posted,wait_post,paid</attribute>
             </xpath>
 
-            <!-- Update header: Add Recompute Status button -->
+            <xpath expr="//header//button[@name='action_post']" position="attributes">
-            <xpath expr="//header" position="inside">
+                <attribute name="invisible">state != 'approved' or payment_mode == 'company_account'</attribute>
-                 <button name="action_recompute_state" 
+            </xpath>
-                        string="Recompute Status" 
+            <xpath expr="//header//button[@name='action_post']" position="after">
-                        type="object" 
+                <button name="action_open_payment_wizard"
-                        groups="base.group_erp_manager" 
+                        string="Register Payment"
-                        class="btn btn-secondary"
+                        type="object"
-                        help="Force refresh the expense status based on current payments and receipts."/>
+                        data-hotkey="y"
+                        class="oe_highlight o_expense_sheet_post"
+                        invisible="state != 'approved' or payment_mode != 'company_account'"
+                        groups="account.group_account_invoice"/>
             </xpath>
 
             <!-- Attach Receipt widget -->
@@ -152,115 +155,4 @@
         <field name="context">{ 'searchpanel_default_state': ["draft", "submitted", "approved", "posted", "wait_post", "paid"] }</field>
     </record>
 
-    <!-- Expense Report (Sheet) Form View -->
-    <record id="view_hr_expense_sheet_form_inherit_realization" model="ir.ui.view">
-        <field name="name">hr.expense.sheet.form.inherit.realization</field>
-        <field name="model">hr.expense.sheet</field>
-        <field name="inherit_id" ref="hr_expense.view_hr_expense_sheet_form"/>
-        <field name="arch" type="xml">
-            <!-- Update standard Reset to Draft and Cancel buttons to include 'wait_post' -->
-            <xpath expr="//header//button[@name='action_reset_expense_sheets']" position="attributes">
-                <attribute name="invisible">state not in ['approve', 'post', 'done', 'cancel', 'wait_post']</attribute>
-            </xpath>
-            <xpath expr="//header//button[@name='action_refuse_expense_sheets']" position="attributes">
-                <attribute name="invisible">state not in ['submit', 'approve', 'post', 'wait_post']</attribute>
-            </xpath>
-            <xpath expr="//header//button[@name='action_sheet_move_create']" position="attributes">
-                <attribute name="invisible">state != 'approve' or payment_mode == 'company_account'</attribute>
-            </xpath>
-            <xpath expr="//header//button[@name='action_sheet_move_create']" position="after">
-                <button name="action_open_payment_wizard"
-                        string="Register Payment"
-                        type="object"
-                        data-hotkey="y"
-                        class="oe_highlight o_expense_sheet_post"
-                        invisible="state != 'approve' or payment_mode != 'company_account'"
-                        groups="account.group_account_invoice"/>
-            </xpath>
-
-            <xpath expr="//field[@name='state']" position="attributes">
-                <attribute name="statusbar_visible">draft,submit,approve,post,wait_post,done</attribute>
-            </xpath>
-            <xpath expr="//header" position="inside">
-                <button name="action_recompute_state" 
-                        string="Recompute Status" 
-                        type="object" 
-                        groups="base.group_erp_manager" 
-                        class="btn btn-secondary"
-                        help="Force refresh the report status based on current payments and receipts."/>
-            </xpath>
-
-            <xpath expr="//field[@name='expense_line_ids']/list/field[@name='name']" position="before">
-                <field name="sequence_name" column_invisible="not parent.id"/>
-            </xpath>
-            <xpath expr="//field[@name='expense_line_ids']/list/field[@name='total_amount']" position="after">
-                <field name="realization_total_amount" optional="show" invisible="payment_mode != 'company_account'"/>
-            </xpath>
-            <xpath expr="//field[@name='expense_line_ids']/list/field[@name='name']" position="after">
-                <field name="payment_mode" column_invisible="True"/>
-                <field name="realization_count" column_invisible="True"/>
-                <!-- Button to Add Receipt if none exists -->
-                <button name="action_create_realization" 
-                        string="Add Receipt" 
-                        type="object" 
-                        icon="fa-plus"
-                        class="text-primary"
-                        title="Add receipts for this expense"
-                        invisible="payment_mode != 'company_account' or parent.state not in ['post', 'wait_post', 'done'] or realization_count != 0"/>
-                <!-- Button to View Receipts if already exist -->
-                <button name="action_view_realizations" 
-                        string="View Receipts" 
-                        type="object" 
-                        icon="fa-external-link"
-                        class="text-success"
-                        title="View linked receipts"
-                        invisible="payment_mode != 'company_account' or parent.state not in ['post', 'wait_post', 'done'] or realization_count == 0"/>
-            </xpath>
-        </field>
-    </record>
-
-    <!-- Expense Report Tree View -->
-    <record id="view_hr_expense_sheet_tree_inherit_receipt" model="ir.ui.view">
-        <field name="name">hr.expense.sheet.tree.receipt</field>
-        <field name="model">hr.expense.sheet</field>
-        <field name="inherit_id" ref="hr_expense.view_hr_expense_sheet_tree"/>
-        <field name="arch" type="xml">
-            <xpath expr="//field[@name='state']" position="attributes">
-                <attribute name="decoration-warning">state == 'wait_post'</attribute>
-            </xpath>
-            <xpath expr="//field[@name='state']" position="before">
-                <field name="expense_sequences" optional="show"/>
-                <field name="amount_paid" optional="show" sum="Total Payment" string="Payment Total"/>
-                <field name="realization_total_amount" optional="show" sum="Total Realization"/>
-                <field name="receipt_status" widget="badge" 
-                       decoration-info="receipt_status == 'pending'" 
-                       decoration-success="receipt_status == 'received'" 
-                       decoration-muted="receipt_status == 'none'"
-                       optional="show"/>
-            </xpath>
-        </field>
-    </record>
-
-    <!-- Expense Report Search View -->
-    <record id="hr_expense_sheet_view_search_inherit_receipt" model="ir.ui.view">
-        <field name="name">hr.expense.sheet.search.receipt</field>
-        <field name="model">hr.expense.sheet</field>
-        <field name="inherit_id" ref="hr_expense.hr_expense_sheet_view_search"/>
-        <field name="arch" type="xml">
-            <xpath expr="//filter[@name='my_reports']" position="after">
-                <separator/>
-                <filter string="Wait Post" name="filter_wait_post" domain="[('state', '=', 'wait_post')]"/>
-                <filter string="Pending Receipts" name="filter_receipt_pending" domain="[('receipt_status', '=', 'pending')]"/>
-                <filter string="Receipts Received" name="filter_receipt_received" domain="[('receipt_status', '=', 'received')]"/>
-            </xpath>
-            <xpath expr="//group[@name='group_filters']" position="inside">
-                <filter string="Receipt Status" name="group_receipt_status" context="{'group_by': 'receipt_status'}"/>
-            </xpath>
-        </field>
-    </record>
-
-    <!-- Update All Reports Action to include Wait Post in SearchPanel -->
-    <record id="hr_expense.action_hr_expense_sheet_all" model="ir.actions.act_window">
-        <field name="context">{ 'searchpanel_default_state': ["draft", "submit", "approve", "post", "wait_post", "done"] }</field>
-    </record>
 </odoo>