[18.0][MIG/REF] hr_expense_overdue_reminder

hr_expense_advance_overdue_reminder/README.rst

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+=================================
+Employee Advance Overdue Reminder
+=================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:c96c66abf06db30bcb2a9dd927d308f497b92cb708514c425342b2255185dcd5
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fhr--expense-lightgray.png?logo=github
+    :target: https://github.com/OCA/hr-expense/tree/18.0/hr_expense_advance_overdue_reminder
+    :alt: OCA/hr-expense
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/hr-expense-18-0/hr-expense-18-0-hr_expense_advance_overdue_reminder
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/hr-expense&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allow company to send overdue advance reminders to the
+employee. it sends a reminder for an expense advance when it has past
+it's *Due Date* An overdue reminder for a employee always include all
+the overdue advance an amount of that employee.
+
+The module supports a clever expense reimbursement reminder counter
+mechanism:
+
+- the reminder counter is a property of an expense advance,
+- the reminder counter of each overdue expense advance is incremented
+  every time when you sending a reminder by email / letter.
+- in an email template, you can configure at *Settings > Technical >
+  Email > Email Templates > Name 'Advance: Overdue Reminder'*
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+1. Go to *Expenses > Configuration > Reminder Definition*.
+2. Set reminder definition.
+3. Specify the time period for the set due date clearing advance. This
+   field is Terms Due Date has default 30 days and it will compute due
+   date by today + Terms Due Date, when you Post Journal Entries on
+   expense sheet.
+4. Specify other fields (if any)
+
+Usage
+=====
+
+**This module has the following steps to use:**
+
+1. Create an advance document and submit it to manager for approval.
+2. Once approved, post the journal entries.
+3. If the due date is not manually selected, it will be auto-generated
+   from the reminder settings.
+4. Register Payment.
+
+**To check for overdue and uncleared advances:**
+
+1. Go to Expenses > Expense Reports > Reports to Overdue.
+2. Select an advance that needs a reminder.
+3. Click on Action > Overdue Reminder.
+4. Verify the information and click the "Start" button to create an
+   overdue reminder.
+5. It will generate a reminder only for the selected document.
+
+**To send a reminder to an employee:**
+
+1. Go to Expenses > Employee Overdue > Overdue Reminder
+2. Select the document for which you need to send a reminder to the
+   employee.
+3. Verify the information and Send or print the reminder to the
+   employee.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/hr-expense/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/hr-expense/issues/new?body=module:%20hr_expense_advance_overdue_reminder%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Ecosoft
+
+Contributors
+------------
+
+- `Ecosoft <http://ecosoft.co.th>`__:
+
+  - Saran Lim. <saranl@ecosoft.co.th>
+  - Pimolnat Suntian <pimolnats@ecosoft.co.th>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-Saran440| image:: https://github.com/Saran440.png?size=40px
+    :target: https://github.com/Saran440
+    :alt: Saran440
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-Saran440| 
+
+This module is part of the `OCA/hr-expense <https://github.com/OCA/hr-expense/tree/18.0/hr_expense_advance_overdue_reminder>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

hr_expense_advance_overdue_reminder/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

hr_expense_advance_overdue_reminder/__manifest__.py

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+# Copyright 2023 Ecosoft Co., Ltd. (http://ecosoft.co.th)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Employee Advance Overdue Reminder",
+    "version": "18.0.1.0.0",
+    "category": "Human Resources",
+    "author": "Ecosoft, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "summary": "Simple mail overdue employee advance reminder",
+    "website": "https://github.com/OCA/hr-expense",
+    "depends": [
+        "hr_expense_advance_clearing_sequence",
+    ],
+    "data": [
+        "security/ir.model.access.csv",
+        "data/mail_template.xml",
+        "data/sequence_data.xml",
+        "views/reminder_definition_view.xml",
+        "views/hr_expense_views.xml",
+        "views/hr_advance_overdue_view.xml",
+    ],
+    "installable": True,
+    "maintainers": ["Saran440"],
+}

hr_expense_advance_overdue_reminder/data/mail_template.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="email_template_overdue_reminder" model="mail.template">
+        <field name="name">Advance: Overdue Reminder</field>
+        <field
+            name="model_id"
+            ref="hr_expense_advance_overdue_reminder.model_hr_advance_overdue_reminder"
+        />
+        <field
+            name="subject"
+        >{{ object.company_id.name }} - Overdue advance reminder {{ object.name or 'n/a' }}</field>
+        <field
+            name="email_from"
+        >{{ (object.user_id.email_formatted or user.email_formatted or '') }}</field>
+        <field name="email_to">{{ object.employee_work_email }}</field>
+        <field name="body_html" type="html">
+            <div style="margin: 0px; padding: 0px;">
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+        Dear <t t-out="object.employee_id.name" />,
+        <br /><br />
+        According to our books, the following expense advance are overdue:
+    </p>
+                <table
+                    style="border-spacing: 0; border-collapse: collapse; width: 100%; text-align: center;"
+                >
+                    <thead>
+                        <tr>
+                            <th
+                                style="padding: 5px; border: 1px solid black;"
+                            >Expense Number</th>
+                            <th
+                                style="padding: 5px; border: 1px solid black;"
+                            >Expense Name</th>
+                            <th style="padding: 5px; border: 1px solid black;">Date</th>
+                            <th
+                                style="padding: 5px; border: 1px solid black;"
+                            >Due Date</th>
+                            <th
+                                style="padding: 5px; border: 1px solid black;"
+                            >Total Amount</th>
+                            <th
+                                style="padding: 5px; border: 1px solid black;"
+                            >Residual</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <t t-foreach="object.expense_sheet_ids" t-as="sheet">
+                            <tr>
+                                <td style="padding: 5px; border: 1px solid black;">
+                                    <t t-out="sheet.number" />
+                                </td>
+                                <td style="padding: 5px; border: 1px solid black;">
+                                    <t t-out="sheet.name" />
+                                </td>
+                                <td style="padding: 5px; border: 1px solid black;">
+                                    <t t-out="sheet.account_move_ids.date" />
+                                </td>
+                                <td style="padding: 5px; border: 1px solid black;">
+                                    <t t-out="sheet.clearing_date_due" />
+                                </td>
+                                <td
+                                    style="padding: 5px; border: 1px solid black; text-align: right;"
+                                >
+                                    <t t-out="'{0:,.2f}'.format(sheet.total_amount)" />
+                                </td>
+                                <td
+                                    style="padding: 5px; border: 1px solid black; text-align: right;"
+                                >
+                                    <t
+                                        t-out="'{0:,.2f}'.format(sheet.clearing_residual)"
+                                    />
+                                </td>
+                            </tr>
+                        </t>
+                        <t
+                            t-set="total_residual"
+                            t-value="sum(object.expense_sheet_ids.mapped('clearing_residual'))"
+                        />
+                        <tr>
+                            <td
+                                colspan="5"
+                                style="padding: 5px; border: 1px solid black; font-weight: bold; text-align: right;"
+                            >
+                                <t t-out="'{0:,.2f}'.format(total_residual)" />
+                            </td>
+                            <td />
+                        </tr>
+                    </tbody>
+                </table>
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+        <br /><br />
+        If you made a clearing for these advance a few days ago, please ignore this email.
+        <br /><br />
+        Regards,<br />
+        <t t-out="user.signature" />
+    </p>
+            </div>
+        </field>
+    </record>
+</odoo>

hr_expense_advance_overdue_reminder/data/sequence_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="seq_advance_overdue_reminder" model="ir.sequence">
+        <field name="name">Advance Overdue Reminder Sequence</field>
+        <field name="code">advance.overdue.reminder.sequence</field>
+        <field name="padding" eval="4" />
+        <field name="prefix">EXOR</field>
+    </record>
+</odoo>