47 lines
2.5 KiB
Markdown
47 lines
2.5 KiB
Markdown
# HR Expense Account Split & Kiosk
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This module enhances Odoo's standard Expense workflow by providing account-splitting logic and an **Anonymous Expense Kiosk** for employees.
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## 🚀 Features
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### 1. Account Splitting
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- **Dynamic Account Selection**: Automatically routes expenses to different GL accounts based on whether they were paid by the **Employee** (Reimburse) or the **Company** (Kasbon).
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- **Configuration**: Set distinct `Expense Account (Employee)` and `Expense Account (Company)` directly on the Expense Category form.
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### 2. Anonymous Expense Kiosk
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- **PIN-Protected Access**: Secure employee login via a 4-digit PIN on a tablet/touchscreen interface.
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- **Two Workflows**:
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- **New Expense**: Submit a reimbursement request instantly.
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- **Upload Receipt (Realization)**: Upload physical receipts for approved Kasbon expenses.
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- **Real-Time Totaling**: Automatically summarizes amounts when multiple receipts are added.
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### 3. Multiple Receipt Support
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- **Dynamic Lines**: Support for adding multiple physical receipts (lines) to a single realization.
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- **Backend Tracking**: Creates `hr.expense.realization.line` records for each physical receipt, each with its own attachment.
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### 4. Image Optimization
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- **Client-Side Compression**: Photos are automatically resized to **1024px** and compressed to **70% JPEG quality** before upload.
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- **Fast Experience**: Reduces mobile data usage and saves up to 90% of server storage for receipt images.
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### 5. Validation & Security
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- **Mandatory Receipts**:
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- Backend prevents submission of employee-paid expenses if no receipt is attached.
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- Kiosk requires a photo upload for all reimbursement-type expenses.
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- **Overdue Tracking**: Automatically calculates and highlights overdue receipts for Kasbon realizations.
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- **Simplified UI**: Standard "Split Expense" and other distracting buttons are hidden in the backend to maintain a focused workflow.
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## 🛠 Configuration
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1. **GL Accounts**:
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- Go to **Expenses > Configuration > Expense Categories**.
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- Under the **Accounting** tab, define the two accounts.
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2. **Kiosk Token**:
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- Each company has a unique Kiosk URL found in the Settings (if implemented/exposed) or using the token: `d56db48c463444c88b86f14980d7a185`.
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3. **Employee PINs**:
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- Ensure employees have a 4-digit PIN set on their HR settings to use the Kiosk.
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## 📋 Technical Notes
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- **Controller**: `/hr_expense/kiosk/<token>`
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- **Models**: `hr.expense`, `hr.expense.realization`, `hr.expense.realization.line`
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- **JS Framework**: Odoo 17 OWL (Odoo Web Library)
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