feat: add payment wizard to route company-paid expenses to Uang Muka account 118101

README.md

@@ -33,7 +33,12 @@ This module enhances Odoo's standard Expense workflow by providing account-split
   - **Create Vendor Payment**: One-click button on the realization form to pay the employee the difference.
   - **Create Customer Payment**: One-click button on the realization form to record the employee returning the excess funds.
 
-### 6. Validation & Security
+### 6. Custom Payment Wizard
+- **Company Advances**: Replaces the standard Odoo "Post Journal Entries" workflow for company-paid expenses with a custom "Register Payment" wizard.
+- **Vendor & Date Selection**: Allows the finance team to specify the exact vendor and payment date during the advance payment.
+- **Automated Uang Muka Routing**: The wizard automatically forces the payment debit to `118101 Uang Muka Operasional`, ensuring advances are correctly booked as prepaid expenses before receipts are realized.
+
+### 7. Validation & Security
 - **Mandatory Receipts**: Prevents submission of employee-paid expenses without attachments.
 - **Overdue Tracking**: Highlights missing realization receipts in red/alerts for company-paid expenses.
 

__manifest__.py

@@ -11,6 +11,7 @@
         'views/product_views.xml',
         'views/hr_expense_views.xml',
         'views/hr_expense_realization_views.xml',
+        'views/hr_expense_payment_wizard_views.xml',
         'views/hr_expense_kiosk_templates.xml',
         'views/res_config_settings_views.xml',
     ],

models/__init__.py

@@ -7,3 +7,4 @@ from . import hr_expense_realization
 from . import account_payment
 from . import res_company
 from . import res_config_settings
+from . import hr_expense_payment_wizard

models/hr_expense_payment_wizard.py

@@ -0,0 +1,82 @@
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+
+class HrExpensePaymentWizard(models.TransientModel):
+    _name = 'hr.expense.payment.wizard'
+    _description = 'Expense Payment Wizard'
+
+    expense_sheet_id = fields.Many2one('hr.expense.sheet', required=True)
+    amount = fields.Monetary(string='Payment Amount', required=True, readonly=True)
+    currency_id = fields.Many2one('res.currency', related='expense_sheet_id.currency_id')
+    company_id = fields.Many2one('res.company', related='expense_sheet_id.company_id')
+    
+    partner_id = fields.Many2one(
+        'res.partner', 
+        string='Vendor', 
+        required=True, 
+        domain="['|', ('company_id', '=', False), ('company_id', '=', company_id)]"
+    )
+    journal_id = fields.Many2one(
+        'account.journal', 
+        string='Payment Journal', 
+        required=True, 
+        domain="[('type', 'in', ('bank', 'cash')), ('company_id', '=', company_id)]"
+    )
+    payment_method_line_id = fields.Many2one(
+        'account.payment.method.line', 
+        string='Payment Method', 
+        required=True, 
+        domain="[('journal_id', '=', journal_id), ('payment_type', '=', 'outbound')]"
+    )
+    payment_date = fields.Date(string='Payment Date', default=fields.Date.context_today, required=True)
+
+    @api.onchange('journal_id')
+    def _onchange_journal_id(self):
+        if self.journal_id:
+            available_payment_methods = self.journal_id.outbound_payment_method_line_ids
+            if available_payment_methods:
+                self.payment_method_line_id = available_payment_methods[0].id
+            else:
+                self.payment_method_line_id = False
+
+    def action_create_payment(self):
+        self.ensure_one()
+        
+        # Find 118101 account
+        uang_muka_account = self.env['account.account'].search([
+            ('code', '=', '118101'), 
+            ('company_id', '=', self.company_id.id)
+        ], limit=1)
+        
+        if not uang_muka_account:
+            raise UserError(_("Account 118101 Uang Muka Operasional not found for this company!"))
+
+        payment_vals = {
+            'date': self.payment_date,
+            'amount': self.amount,
+            'payment_type': 'outbound',
+            'partner_type': 'supplier',
+            'partner_id': self.partner_id.id,
+            '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,
+            'destination_account_id': uang_muka_account.id,
+        }
+        
+        payment = self.env['account.payment'].create(payment_vals)
+        payment.action_post()
+        
+        # Link the payment's move to the expense sheet
+        payment.move_id.write({'expense_sheet_id': self.expense_sheet_id.id})
+        
+        # Update sheet status to Paid
+        self.expense_sheet_id.write({
+            'state': 'done', 
+            'amount_residual': 0.0, 
+            'payment_state': 'paid'
+        })
+        # 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

@@ -264,3 +264,17 @@ class HrExpenseSheet(models.Model):
         """ 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,
+            }
+        }

views/hr_expense_payment_wizard_views.xml

@@ -0,0 +1,29 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_hr_expense_payment_wizard_form" model="ir.ui.view">
+        <field name="name">hr.expense.payment.wizard.form</field>
+        <field name="model">hr.expense.payment.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Register Payment">
+                <group>
+                    <group>
+                        <field name="partner_id" widget="res_partner_many2one" context="{'res_partner_search_mode': 'supplier'}"/>
+                        <field name="journal_id" options="{'no_create': True}"/>
+                        <field name="payment_method_line_id" options="{'no_create': True, 'no_open': True}"/>
+                    </group>
+                    <group>
+                        <field name="amount" widget="monetary" options="{'currency_field': 'currency_id'}"/>
+                        <field name="payment_date"/>
+                        <field name="company_id" invisible="1"/>
+                        <field name="currency_id" invisible="1"/>
+                        <field name="expense_sheet_id" invisible="1"/>
+                    </group>
+                </group>
+                <footer>
+                    <button string="Create Payment" name="action_create_payment" type="object" class="oe_highlight" data-hotkey="q"/>
+                    <button string="Cancel" class="btn btn-secondary" special="cancel" data-hotkey="z"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>

views/hr_expense_views.xml

@@ -143,6 +143,18 @@
             <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>