Employee Advance and Clearing (hr_expense_advance_clearing)

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Repository: OCA/hr-expense · module folder · Try on Runboat
Module version: 1.1.1
Category: Human Resources
Folder size: 0.16 MB
License: AGPL-3
Application: No
Auto-installable: No
Website: https://github.com/OCA/hr-expense
Last tracking update: 2026-08-07 08:42:58
Authors: Odoo Community Association (OCA), Ecosoft
Maintainers: Odoo Community Association (OCA), Ecosoft
Committers: Saran440, Christopher Rogos, Weblate, Eduardo de Miguel, OCA-git-bot, oca-ci, David Bañón

Odoo dependencies

odoo/odoo:

- hr_expense

- account

- base_setup

- base

- web

- onboarding

- product

- mail

- bus

- uom

- portal

- digest

- hr

Python dependencies

None

System dependencies

None

Required by

hr_expense_advance_clearing_sequence, l10n_th_account_tax_expense, l10n_th_tier_department_demo

Description

Standard Expenses module allow employee to do the expense reimbursement
only after the expense has been made. In other world, employee will need
to pay first and reimburse later.

This module, allow company to advance an amount to the employee.
Employee can then use that advance amount to purchase product/service
first, then back to company and do the clearing.

There can be 3 scenarios for advance and clearing

- When clearing amount = advance amount, no other operation is required.
- When clearing amount \> advance amount, company will pay the extra to
  employee.
- When clearing amount \< advance amount, employee will return the
  remain to company.

Code Analysis ⓘ

Views touched (10)

XML ID	Name	Model	Type	Status
`hr_employee_public_view_form`	hr.employee.public.form	hr.employee.public	form	Inherits hr.hr_employee_public_view_form
`hr_expense_sheet_view_search`	hr.expense.sheet.view.search	hr.expense.sheet	search	Inherits hr_expense.hr_expense_sheet_view_search
`hr_expense_view_form`	hr.expense.view.form	hr.expense	form	Inherits hr_expense.hr_expense_view_form
`hr_expense_view_search`	hr.expense.view.search	hr.expense	search	Inherits hr_expense.hr_expense_view_search
`res_config_settings_view_form`	res.config.settings.view.form.inherit.hr.expense.advance.clearing	res.config.settings	form	Inherits hr_expense.res_config_settings_view_form
`view_account_payment_form`	account.payment.form	account.payment	form	Inherits account.view_account_payment_form
`view_account_payment_search`	account.payment.search	account.payment	search	Inherits account.view_account_payment_search
`view_employee_form`	hr.employee.form	hr.employee	form	Inherits hr.view_employee_form
`view_hr_expense_sheet_form`	hr.expense.sheet.form	hr.expense.sheet	form	Inherits hr_expense.view_hr_expense_sheet_form
`view_hr_expense_sheet_list`	hr.expense.sheet.list	hr.expense.sheet	list	Inherits hr_expense.view_hr_expense_sheet_tree

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (8)

New fields (0)

No new fields.

Public methods (3)

action_force_register_payment(self)
Odoo core does not allow register payment with type 'entry'. However, a payment can be registered when clearing a document, provided the amount cleared exceeds the advance payment.
button_cancel(self)
button_draft(self)

New fields (1)

advance_id Many2one → hr.expense.sheet
comodel_name='hr.expense.sheet' readonly=True

Public methods (1)

action_post(self)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (2)

advance_count Integer
compute='_compute_advance_count' help='Count advance sheet in expense report' string='# of Advance'
advance_sheet_ids One2many → hr.expense.sheet
comodel_name='hr.expense.sheet' domain=[('advance', '=', True)] inverse_name='employee_id' readonly=True

Public methods (1)

action_open_advance_clearing(self)

New fields (3)

advance Boolean
default=False string='Employee Advance'
av_line_id Many2one → hr.expense
comodel_name='hr.expense' help='Expense created from this advance expense line' ondelete='set null' string='Ref: Advance'
clearing_product_id Many2one → product.product
comodel_name='product.product' domain="[('can_be_expensed', '=', True),'|', ('company_id', '=', False), ('company_id', '=', company_id)]" help='Optional: On the clear advance, the clearing product will create default product line.' ondelete='restrict' string='Clearing Product' tracking=True

Public methods (1)

onchange_advance(self)
@api.onchange('advance')

New fields (10)

advance Boolean
string='Employee Advance'
advance_sheet_id Many2one → hr.expense.sheet
comodel_name='hr.expense.sheet' domain="[('advance', '=', True), ('employee_id', '=', employee_id), ('clearing_residual', '>', 0.0)]" help='Show remaining advance of this employee' string='Clear Advance'
advance_sheet_residual Monetary
help='Remaining amount to clear the selected advance sheet' related='advance_sheet_id.clearing_residual' store=True string='Advance Remaining'
amount_payable Monetary
compute='_compute_amount_payable' help='Final regiter payment amount even after advance clearing' string='Payable Amount'
clearing_count Integer
compute='_compute_clearing_count'
clearing_journal_id Many2one → account.journal
check_company=True comodel_name='account.journal' compute='_compute_clearing_journal_id' domain="[('type', '=', 'general')]" help='Miscellaneous journal used to post the clearing journal entry.' readonly=False store=True
clearing_residual Monetary
compute='_compute_clearing_residual' help='Amount to clear of this expense sheet in company currency' store=True string='Amount to clear'
clearing_sheet_ids One2many → hr.expense.sheet
comodel_name='hr.expense.sheet' help='Show reference clearing on advance' inverse_name='advance_sheet_id' readonly=True string='Clearing Sheet'
payment_return_ids One2many → account.payment
comodel_name='account.payment' help='Show reference return advance on advance' inverse_name='advance_id' readonly=True string='Payment Return'
return_count Integer
compute='_compute_return_count' compute_sudo=True

Public methods (7)

action_open_clearings(self)
action_open_payment_return(self)
action_register_payment(self)
action_sheet_move_post(self)
Post journal entries with clearing document
create_clearing_expense_line(self, line)
get_domain_advance_sheet_expense_line(self)
open_clear_advance(self)

New fields (1)

clearing_journal_id Many2one → account.journal
check_company=True comodel_name='account.journal' domain="[('type', '=', 'general')]" help='Default Miscellaneous journal used when posting the advance clearing journal entry.' string='Default Clearing Journal'

Public methods (0)

No public methods.

New fields (1)

clearing_journal_id Many2one → account.journal
check_company=True comodel_name='account.journal' domain="[('type', '=', 'general')]" readonly=False related='company_id.clearing_journal_id'

Public methods (0)

No public methods.

Loading…

Status: Open migration PR — not merged yet for this version
CI status: green — ready to merge
Open since: 85 days ago
Last activity: 0 days ago
Repository: OCA/hr-expense
Pull request: [19.0][MIG] hr_expense_advance_clearing: Migration to 19.0 (#358)

Code Analysis ⓘ

Views touched (10)

HTTP endpoints (0)

Models touched (8)

account.move Extends Model 0 fields 3 methods AccountMove · inherits account.move

account.payment Extends Model 1 field 1 method AccountPayment · inherits account.payment

account.payment.register Extends TransientModel 0 fields 0 methods AccountPaymentRegister · inherits account.payment.register

hr.employee.base Extends AbstractModel 2 fields 1 method HrEmployeeBase · inherits hr.employee.base

hr.expense Extends Model 3 fields 1 method HrExpense · inherits hr.expense

hr.expense.sheet Extends Model 10 fields 7 methods HrExpenseSheet · inherits hr.expense.sheet

res.company Extends Model 1 field 0 methods ResCompany · inherits res.company

res.config.settings Extends TransientModel 1 field 0 methods ResConfigSettings · inherits res.config.settings