[IMP] hr_expense: Improve expense planner with new pages

1 files changed, 283 insertions, 47 deletions

diff --git a/addons/hr_expense/data/web_planner_data.xml b/addons/hr_expense/data/web_planner_data.xml
index 11e7cf4c92b..c5d9e719967 100644
--- a/addons/hr_expense/data/web_planner_data.xml
+++ b/addons/hr_expense/data/web_planner_data.xml
@@ -4,57 +4,293 @@
 
     <template id="hr_expense_planner">
         <t t-call="web_planner.pages">
+            <t t-call="web_planner.page">
+                <t t-set="page_title">Welcome</t>
+                <t t-set="hide_mark_as_done" t-value="True"/>
+                <div class="o_planner_intro">
+                    <p>
+                        This guide helps you start with Odoo Expenses.
+                    </p>
+                    <p>
+                        Use this app to track expenses done by employees and reimbursed by the company, or paid with a company credit cards directly. If a vendor bill is sent to the company for payment, it’s better to use Vendor Bills instead of expenses in the Accounting app.
+                    </p>
+                    <p>
+                        Expenses follow this flow:
+                    </p>
+                    <ul>
+                        <li><strong>Employee(s) record expenses, </strong>and send expense reports to their manager;</li>
+                        <li><strong>Manager(s) approve or refuse expense reports;</strong></li>
+                        <li><strong>The accounting department posts journal entries and reimburses employees </strong></li>(if the expense has been paid by the employee directly);
+                        <li>Optionally, <strong>expenses are invoiced to the customer afterwards.</strong></li>
+                    </ul>
+                    <p>
+                        Once setup, you get an efficient expenses tracking process for all your employees.
+                    </p>
+                    <p>Enjoy your Odoo experience,
+                    </p>
+                    <div class="mt32">
+                        <img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/>
+                        <address>
+                            For the Odoo Team,<br/>
+                            Fabien Pinckaers, Founder
+                        </address>
+                    </div>
+                </div>
+            </t>
             <t t-call="web_planner.category">
-                <t t-set="menu_categorytitle">Setup</t>
-                <t t-set="menu_categoryclasses" t-value="'fa-magic'"/>
+                <t t-set="menu_categorytitle">Expense Flow</t>
+                <t t-set="menu_categoryclasses" t-value="'fa fa-usd'"/>
                 <t t-call="web_planner.page">
-                    <t t-set="page_title">Get Mobile</t>
-                    <t t-if="not (alias_name and alias_domain)">
-                        <div class="alert alert-warning" role="alert">
-                            <strong>Your email gateway is not configured.</strong> Please configure your email
-                            gateway from the Settings app, menu <i>General Settings</i>.
+                    <t t-set="page_title">Expense Types</t>
+                    <p class="text-muted">
+                        The first step if to
+                        <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-set-expense-types" target="blank">
+                            configure the expense types
+                        </a>
+                        that your company allows. Here are some examples:
+                    </p>
+                    <div class="o_planner_paragraphs">
+                        <div class="row">
+                            <div class="col-md-2 fa fa-cutlery fa-2x icon"/>
+                            <div class="col-md-10">
+                                <p>
+                                    <strong>Restaurant</strong><br/>
+                                    Cost: 0.00 <i>(the cost of the ticket will be recorded on every expense)</i>
+                                 </p>
+                            </div>
+                            <div class="col-md-2 fa fa-car fa-2x icon"/>
+                            <div class="col-md-10">
+                                <p>
+                                    <strong>Travel with Personal Car</strong><br/>
+                                    Cost: 0.30 <i>(the price per mile reimbursed by the company is fixed)</i>
+                                 </p>
+                            </div>
+                            <div class="col-md-2 fa fa-bed fa-2x icon"/>
+                            <div class="col-md-10">
+                                <p>
+                                    <strong>Hotel</strong><br/>
+                                    Cost: 0.00 <i>(the cost of the ticket will be recorded on every expense)</i>
+                                 </p>
+                            </div>
+                            <div class="col-md-2 fa fa-usd fa-2x icon"/>
+                            <div class="col-md-10">
+                                <p>
+                                    <strong>Others</strong><br/>
+                                    Cost: 0.00
+                                 </p>
+                            </div>
                         </div>
-                        <p>
-                            Once your email gateway is configured, come back to this screen
-                            to setup the next steps.
-                        </p>
-                    </t>
-                    <t t-if="alias_name and alias_domain">
-                        <p>
-                            To create expenses by email, take photos of your
-                            receipts and send them by email with the following
-                            information:
-                        </p>
-
-                        <dl class="dl-horizontal">
-                            <dt>From: Your Email</dt>
-                            <dd>Your Email Address</dd>
-                            <dt>To:</dt>
-                            <dd><t t-esc="alias_name"/>@<t t-esc="alias_domain"/></dd>
-                            <dt>Subject: </dt>
-                            <dd><strong class="text-info">[PRODUCT CODE]</strong> Free Description <strong class="text-primary">PRICE</strong></dd>
-                        </dl>
-                        <hr class="mb32"/>
-                        <p>
-                            The <strong class="text-info">PRODUCT CODE</strong> is optional and should be the
-                            internal code of one of your expense product. This
-                            will set the right product automatically on your
-                            expense Odoo.
-                        </p><p>
-                            You can set an optionnal <strong class="text-primary">PRICE</strong>
-                            at the end of the subject of your email.
-                        </p><p class="mb32">
-                            The photo of the receipt and the description of the email will
-                            be attached to the expense. That way, you get everything attached
-                            to fill the remaining fields later on.
-                        </p>
-
-                        <div class="alert alert-info" role="alert">
-                            <b>Note:</b> Set the same email address on your employee form than
-                            the one you use are your "From:". Otherwise, your
-                            expenses will not be accepted by email.
+                    </div>
+                    <p>
+                        <a t-att-href="prepare_backend_url('hr_expense.hr_expense_product')">Configure expense types
+                        </a>
+                    </p>
+                </t>
+                <t t-call="web_planner.page">
+                    <t t-set="page_title">Recording Mode</t>
+                    <p class="text-muted">
+                        As employees, there are
+                        <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-record-expenses" target="_blank">2 ways to record expenses:</a>
+                    </p>
+                    <div class="row">
+                        <div class="col-md-6">
+                            <div class="panel panel-success">
+                                <div class="panel-heading">
+                                    <span class="panel-title">
+                                        <strong>Classic encoding</strong><br/>
+                                        <span class="small">Log in in the system</span>
+                                    </span>
+                                </div>
+                                <div class="panel-body">
+                                    <ul>
+                                        <li>
+                                            <a t-att-href="prepare_backend_url('hr.open_view_employee_list_my', 'kanban')">
+                                                Populate your list of employees
+                                            </a>
+                                        </li>
+                                        <li>
+                                            <a t-att-href="prepare_backend_url('hr_expense.hr_expense_actions_my_unsubmitted', 'kanban')">Record a first expense
+                                            </a>
+                                        </li>
+                                    </ul>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-md-6">
+                            <div class="panel panel-success">
+                                <div class="panel-heading">
+                                    <span class="panel-title">
+                                        <strong>By email (advised)</strong><br/>
+                                        <span class="small">Send a snapshot whenever you get an expense</span>
+                                    </span>
+                                </div>
+                                <div class="panel-body">
+                                    <ul>
+                                        <li>
+                                            <a t-att-href="prepare_backend_url('base_setup.action_general_configuration')">
+                                                Set an email alias
+                                            </a>
+                                            (e.g. expenses@mycompany.odoo.com)
+                                        </li>
+                                        <li>
+                                            <a t-att-href="prepare_backend_url('hr.open_view_employee_list_my', 'kanban')">
+                                                Create employees with a Work Email
+                                            </a>
+                                            (only such email addresses are authorized)
+                                        </li>
+                                        <li>
+                                            <a href="mailto:expenses@mycompany.odoo.com?subject=HrExpense%20Planner" target="_blank">
+                                                Send an expense by email
+                                            </a>
+                                        </li>
+                                    </ul>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </t>
+                <t t-call="web_planner.page">
+                    <t t-set="page_title">Submit for Approval</t>
+                    <p class="text-muted">
+                        The next step is to settle an internal policy to
+                        <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-submit-expenses-to-managers" target="_blank">submit expenses to managers
+                        </a>
+                    </p>
+                    <div class="row">
+                        <div class="col-md-6">
+                            <div class="panel panel-success">
+                                <div class="panel-heading">
+                                    <span class="panel-title">
+                                        <strong>One at a time</strong><br/>
+                                        <span class="small">Advised if few expenses</span>
+                                    </span>
+                                </div>
+                                <div class="panel-body">
+                                    <ul>
+                                        <li>Quicker to get reimbursed</li>
+                                    </ul>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-md-6">
+                            <div class="panel panel-success">
+                                <div class="panel-heading">
+                                    <span class="panel-title">
+                                        <strong>In batch (one report)</strong><br/>
+                                        <span class="small">Advised if lots of expenses</span>
+                                    </span>
+                                </div>
+                                <div class="panel-body">
+                                    <ul>
+                                        <li>Business trip</li>
+                                        <li>Once a month</li>
+                                    </ul>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                    <p class="text-muted">
+                        Depending on your company structure, the
+                        <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-approve-expenses" target="_blank">approval process
+                        </a> can be:
+                    </p>
+                    <div class="row">
+                        <div class="col-md-6">
+                            <div class="panel panel-success">
+                                <div class="panel-heading">
+                                    <span class="panel-title">
+                                        <strong>Centralized</strong><br/>
+                                        <span class="small">HR officer, manager</span>
+                                    </span>
+                                </div>
+                                <div class="panel-body">
+                                    <ul>
+                                        <li>
+                                            <a t-att-href="prepare_backend_url('base.action_res_users')">Grant this user with “Manager” rights for Expense app</a>
+                                        </li>
+                                        <li>
+                                            <a t-att-href="prepare_backend_url('hr_expense.action_hr_expense_sheet_all_to_approve')">Review expenses to approve</a>
+                                        </li>
+                                    </ul>
+                                </div>
+                            </div>
                         </div>
-                    </t>
+                        <div class="col-md-6">
+                            <div class="panel panel-success">
+                                <div class="panel-heading">
+                                    <span class="panel-title">
+                                        <strong>Decentralized</strong><br/>
+                                        <span class="small">Employee’s team manager</span>
+                                    </span>
+                                </div>
+                                <div class="panel-body">
+                                    <ul>
+                                        <li>
+                                            <a t-att-href="prepare_backend_url('hr.open_view_employee_list_my', 'kanban')">Set a manager in the employee form</a>
+                                        </li>
+                                        <li>
+                                            <a t-att-href="prepare_backend_url('base.action_res_users')">Grant such users with “Officer” rights for Expense app</a>
+                                        </li>
+                                    </ul>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </t>
+            </t>
+            <t t-call="web_planner.category">
+                <t t-set="menu_categorytitle">Reimbursement</t>
+                <t t-set="menu_categoryclasses" t-value="'fa-bolt'"/>
+                <t t-call="web_planner.page">
+                    <t t-set="page_title">Reimbursement</t>
+                    <p class="text-muted">
+                        Once expense reports approved by managers, the accounting department checks accounts, products and taxes used. Then they
+                        <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-post-expenses-in-accounting" target="_blank"> post them into the books</a> and <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-reimburse-employees" target="blank">proceed with the employee reimbursement</a>.
+                    </p>
+                    <p>
+                        To do:
+                        <ul>
+                            <li><a>Grant such accountants with following access rights:</a>
+                                <ul>
+                                    <li>Accounting: Accountant or Adviser</li>
+                                    <li>Expenses: Manager</li>
+                                </ul>
+                            </li>
+                            <li>
+                                <a t-att-href="prepare_backend_url('hr.open_view_employee_list_my', 'kanban')">Set Home Address to employees</a>(used for reimbursement)
+                            </li>
+                            <li>
+                                <a href="https://www.odoo.com/documentation/user/10.0/accounting/payables.html" target="blank">See how to manage payables</a>
+                            </li>
+                        </ul>
+                    </p>
+                </t>
+
+                <t t-call="web_planner.page">
+                    <t t-set="page_title">Invoice Customers</t>
+                    <p class="text-muted">
+                        If you track expenses on customer projects, you can charge them <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-reinvoice-expenses-to-your-customers" target="blank">back to your customers automatically</a>. Here are some advises to avoid conflictual situations:
+                    </p>
+                    <ul>
+                        <li>Agree in advance with the customer:
+                            <ul>
+                                <li>What it covers and what are the limits</li>
+                                <li>Invoicing at cost vs. at negotiated price</li>
+                                <li>When you charge</li>
+                            </ul>
+                        </li>
+                        <li>Provide your customer with detailed reports (along with copies of receipts)</li>
+                        <li>Ask your expert accountant what tax must be claimed to your customer</li>
+                    </ul>
+                    <p>
+                        To do:
+                        <ul>
+                            <li><a t-att-href="prepare_backend_url('hr_expense.hr_expense_product', 'kanban')">Set invoicing method on expense products</a></li>
+                            <li><a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'sale')">Install Sales app</a></li>
+                            <li><a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'account_analytic_default')">Install Analytic Accounting add-on</a></li>
+                            <li><a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-reinvoice-expenses-to-your-customers" target="_blank">See how to invoice expenses</a></li>
+                        </ul>
+                    </p>
                 </t>
             </t>