hr_expense_account_split/README.md

HR Expense Account Split & Kiosk

This module enhances Odoo's standard Expense workflow by providing account-splitting logic and an Anonymous Expense Kiosk for employees.

🚀 Features

1. Account Splitting

• Dynamic Account Selection: Automatically routes expenses to different GL accounts based on whether they were paid by the Employee (Reimburse) or the Company (Kasbon).
• Configuration: Set distinct Expense Account (Employee) and Expense Account (Company) directly on the Expense Category form.

2. Anonymous Expense Kiosk

• PIN-Protected Access: Secure employee login via a 4-digit PIN on a tablet/touchscreen interface.
• Two Workflows:
  • New Expense: Submit a reimbursement request instantly.
  • Upload Receipt (Realization): Upload physical receipts for approved Kasbon expenses.
• Real-Time Totaling: Automatically summarizes amounts when multiple receipts are added.

3. Multiple Receipt Support

• Dynamic Lines: Support for adding multiple physical receipts (lines) to a single realization.
• Backend Tracking: Creates hr.expense.realization.line records for each physical receipt, each with its own attachment.

4. Image Optimization

• Client-Side Compression: Photos are automatically resized to 1024px and compressed to 70% JPEG quality before upload.
• Fast Experience: Reduces mobile data usage and saves up to 90% of server storage for receipt images.

5. Validation & Security

• Mandatory Receipts:
  • Backend prevents submission of employee-paid expenses if no receipt is attached.
  • Kiosk requires a photo upload for all reimbursement-type expenses.
• Overdue Tracking: Automatically calculates and highlights overdue receipts for Kasbon realizations.
• Simplified UI: Standard "Split Expense" and other distracting buttons are hidden in the backend to maintain a focused workflow.

🛠 Configuration

1. GL Accounts:
   • Go to Expenses > Configuration > Expense Categories.
   • Under the Accounting tab, define the two accounts.
2. Kiosk Token:
   • Each company has a unique Kiosk URL found in the Settings (if implemented/exposed) or using the token: d56db48c463444c88b86f14980d7a185.
3. Employee PINs:
   • Ensure employees have a 4-digit PIN set on their HR settings to use the Kiosk.

📋 Technical Notes

• Controller: /hr_expense/kiosk/<token>
• Models: hr.expense, hr.expense.realization, hr.expense.realization.line
• JS Framework: Odoo 17 OWL (Odoo Web Library)