feat: add reset to draft functionality and automate receipt status synchronization for expense realizations

models/hr_expense.py

@@ -111,6 +111,12 @@ class HrExpense(models.Model):
             else:
                 expense.receipt_overdue = False
 
+    def _update_receipt_received_status(self):
+        for expense in self:
+            if expense.payment_mode == 'company_account':
+                has_valid_realization = any(r.state in ['confirmed', 'posted'] for r in expense.realization_ids)
+                expense.receipt_received = has_valid_realization
+
     def _prepare_move_lines_vals(self):
         res = super()._prepare_move_lines_vals()
         if res.get('price_unit'):

models/hr_expense_realization.py

@@ -81,13 +81,37 @@ class HrExpenseRealization(models.Model):
                 vals['name'] = self.env['ir.sequence'].next_by_code('hr.expense.realization') or _('New')
         return super().create(vals_list)
 
+    def unlink(self):
+        expenses = self.mapped('expense_id')
+        for rec in self:
+            if rec.state == 'posted':
+                raise UserError(_("You cannot delete a posted realization."))
+        res = super().unlink()
+        if expenses:
+            expenses._update_receipt_received_status()
+            # Recompute sheet status for affected expenses
+            sheets = expenses.mapped('sheet_id')
+            if sheets:
+                sheets._compute_receipt_status()
+        return res
+
+    def action_draft(self):
+        for rec in self:
+            if rec.state == 'posted':
+                raise UserError(_("You cannot reset a posted realization to draft. Please cancel the journal entry first."))
+            rec.state = 'draft'
+            if rec.expense_id:
+                rec.expense_id._update_receipt_received_status()
+                if rec.expense_id.sheet_id:
+                    rec.expense_id.sheet_id._compute_receipt_status()
+
     def action_confirm(self):
         self.ensure_one()
         if not self.line_ids:
             raise UserError(_("Please add at least one receipt line."))
         self.state = 'confirmed'
         if self.expense_id:
-            self.expense_id.write({'receipt_received': True})
+            self.expense_id._update_receipt_received_status()
             # Explicitly trigger recompute of the sheet status
             if self.expense_id.sheet_id:
                 self.expense_id.sheet_id._compute_receipt_status()

models/hr_expense_sheet.py

@@ -258,6 +258,7 @@ class HrExpenseSheet(models.Model):
             
             # Reset draft/confirmed ones back to draft if resetting the sheet
             realizations.filtered(lambda r: r.state != 'posted').write({'state': 'draft'})
+            sheet.expense_line_ids._update_receipt_received_status()
             
         return super().action_reset_expense_sheets()
 
@@ -268,6 +269,7 @@ class HrExpenseSheet(models.Model):
             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'})
+            sheet.expense_line_ids._update_receipt_received_status()
         return super().action_refuse_expense_sheets()
 
     def action_recompute_state(self):

views/hr_expense_realization_views.xml

@@ -24,6 +24,7 @@
             <form string="Expense Realization">
                 <header>
                     <button name="action_confirm" string="Confirm" type="object" class="oe_highlight" invisible="state != 'draft'"/>
+                    <button name="action_draft" string="Reset to Draft" type="object" invisible="state != 'confirmed'"/>
                     <button name="action_post" string="Post Journal" type="object" class="oe_highlight" groups="account.group_account_invoice" invisible="state != 'confirmed'"/>
                     
                     <!-- Discrepancy Buttons -->