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authorRobot Odoo <xmo+roboto@odoo.com>2019-03-19 12:55:27 +0100
committerGitHub <noreply@github.com>2019-03-19 12:55:27 +0100
commit3b38197f271fc50c7f4caaf9b7b5a6b4bd9a70a1 (patch)
tree5375a84a3a0e4258d635b84ea998cb89963a457b /doc/python3.rst
parentedd659f9da596da39bd274280a7b90f275e7f22b (diff)
parent77944721ce69057b847ea71cf06e18d3581344a1 (diff)
[MERGE] hr_payroll: Refactor payroll engine + Move to enterprise
hr_payroll: Remove parent_id hierarchy + Add structures categorization ---------------------------------------------------------------------- 1/ Remove the parent-children relation on salary structures Currently it is difficult to see what rules are applied on salary structures. Most of the structures are inheriting 3 rules (Basic, Gross, Net) from the 'Base for new structures', and those rules are not shown. Same issue if a structure has another one as parent (as in the French localization). This bring more annoying issues: - Since the saas-12.1, we can already set different accounts for different companies on the salary rules for which we want to post journal entries. But for the parent rules, like the 'NET' amount, it's impossible to post the journal entries on different account for different salary structures. (eg: for CP200 employees and CP200 workers). As the rules are following a M2M relation on the structure, we have to remove the parent_id and to recreate all the rules in the final structure. - If we are not at ease with the M2M relation (which is the case for most of the end users), we will simply modify the rule on the parent structure. This was already done on the French localization on which we modified the code, sequence and the name. This could have some desastrous consequences as this will break the order on which the rules are computed for other structures for the sequence, or break other integration with the payroll as we also modify the code, for example the salary configurator. As this parent-children relation on structure could cause several issues difficult to spot and as this is quite difficult to correctly visualize the structure composition, it is better to remove it and define all the rules inside the structure itself. This improves also the code readability as we are not trying to recursively retrieve the rules and find a proper sequence inside them. 2/ Make the rules on the salary structure a o2m instead of a m2m The issues described just above indicates that it would be better to remove the M2M relation between salary structures and salary rules, and make it a O2M relation instead. That way, no more confusion and misconfiguration of the rules fields (code, sequence, accounts, ...). 3/ Remove the parent-children relation on rules A salary rule can have a parent salary rule. This mechanism, which is not obvious at all for an end user allows to specify a parent rules. If the condition is met for the parent rule (eg: the employee has at least 1 child), all the children rules could be applied (eg: Deduction of 90 euros if the number of children is between 1 and 1). Visually it doesn't make a lot of sense, as it displays one line with an amount of 0 for the parent, and one line with the real amount for each applied child. On the other hand, no child rule is linked to the structure and an end user has to click on the parent rule, to see the children and understand that something mystic and hidden is existing. This is equivalent to define as many classic rules as we have children, or even better, define 1 rule that will compute the real amount directly, as the number of children can be accessed from the localdict when computing the salary line. This commit also removed the relation. 4/ Clean some brols in the code (technical) The 3 first points of the spec allow us to clean a little the code readability and complexity. 5/ Adapt all the localizations for these changes All the localizations are impacted by those changes. What is done in this commit is mainly: - l10n_be_hr_payroll: Make 3 separated files for the 3 existing structures (the fourth one, belgian worker, is not correct and is removed). For each structure, define explicitely the rules (in the correct order by sequence). This multiplies the total number of rules as some of them were shared (like the withholding tax rule for example), but all the code that is supposed to be modified each year/quarter/whenever the government decides to modify the law has been moved into a python file, and is available the computation context. This will also allow us to update the computation rules without having to update the module. - l10n_fr_hr_payroll: There were 3 rules following this scheme: ``` Base for new structure | Basic structure | ---------------------- | | Cadre Non-Cadre ``` All the rules parent rules have been duplicated into the 2 remaining structures, cadre and non-cadre. There were a lot of parent-children relations between the rules that have been adapted to the new model. - l10n_in_hr_payroll: There was a lot of rules in data, and a structure in demo data, which was using 4 or 5 of these rules. As the rules doesn't seem to make a lot of sense altogether, everything was moved in demo data. 6/ Introduce a new Salary Structure Type model Currently we have a model hr.contract.type with a M2O on the contracts. This has never been used in 9 years and is removed in this commit. On the other hand, we would like to define a new model hr.payroll.structure.type (eg: CP200 Employee), which will line all the salary structures the Belgian localization could bring (Classic salary, double holidays, 13th month, ...). This field is defined on the structure, and is displayed on the contract (as the same place than the contract type we just removed). On this model we could also define some fields like: - The default pay period: Selection field, default = monthly. This is applied on the contract when selecting the structure. - The Working Schedule, m2o. This is applied on the contract when selecting the structure For example, on the 'commission paritaire' for teachers, we could set the default pay period to 'Every 15 days' and the working schedule to '19 hours / week'. Every contract under this structure would take those values. Migration ========= For a migration point of view: - All the rules that had a parent_rule_id should be set to appears_on_payslip=False. The column parent_rule_id can be dropped afterward. - All the rules that are coming from a parent structure or higher should be duplicated and the field 'struct_id' should be set on the current structure. The column parent_id can be dropped afterward. - All the rules that were defined on the structure should have the field 'struct_id' defined on them. - The rules that are not linked to a structure should be unlinked. - The column type_id on the contract could be dropped, no need to keep the values too. - A default structure type is defined in data ('Employee'). This could be set to all the existing structure for the newly created 'type_id' field. TaskID: 1942832 hr_payroll: rename hr.benefit into hr.work.entry ------------------------------------------------ It makes more sense to name an entry in the employee schedule like that. TaskID: 1941598 hr_holidays: Group team leader imply group user ----------------------------------------------- Currently, group Team Leader does not imply group user. However a team leader is always a user and should be member of the corresponding group. hr_holidays: Allow Team leader to approve ----------------------------------------- Currently, a Team leader can't approve a leave of an employee in his team if the leave type requires an allocation. The reason is the `ir.rule` for `base.group_user` restricting allocation read access to only your own allocation (`[('employee_id.user_id', '=', user.id)]`). There are no `ir.rule` for group Team leader. Therefore, a team leader can't read allocations for his team members. Fix: add an `ir.rule` to allow a team leader to read allocations of employees in his team. + add associated tests hr_payroll: Fix contract access to approve leave ------------------------------------------------ When a `hr.leave` is approved, a `resource.calendar.leave` is created in the employee's calendar and in the contract's calendar if it's different. However, a user in `group_holiday_user` but not in `group_hr_contract_manager` does not have access rights to read a contract. This leads to an `AccessError` Fix: use `sudo` to read the contract. hr_contract: group_hr_contract_manager implies group_user --------------------------------------------------------- A user with only the contract access rights should be able to create a contract. l10n_be_hr_payroll_fleet: Fix access rights issues -------------------------------------------------- If a user is member of `hr_contract.group_hr_contract_manager` but not member of `fleet.fleet_group_manager` some access issues arise The issues are related to the `car_id` field of `hr.contract` because the user has no access rights for `fleet.vehicle`. Fix to solve the issue: Make all car related field of contracts available to fleet manager only. If the contract manager want to be able to manage cars on contracts, he must manually be granted fleet manager access. This is a requirement if the contract manager want to use the company car feature. hr_payroll: Allow a contract manager to read salary structures -------------------------------------------------------------- An employee with only the contract user group should be able to create a contract. It implies to be able to read a salary structure and a salary structure type. hr_payroll: Add leave type One2many on benefit type --------------------------------------------------- Purpose ======= Currently, linking a benefit type and a leave type is done through the leave type form view. This is anoying because it requires to first create the benfit type, then go to the leave type and link it. Moreover, linking is the role of a payroll manager which should be able to do it from the Payroll app. Specification ============= Add a One2many field `leave_type_ids` on `hr.benefit.type` to allow to link a leave type when creating a benefit type. commit a9f97a2c4342358c388558f0bf9ecc8ab787f399 Author: Lucas Lefèvre <lul@odoo.com> Date: Mon Mar 4 16:06:33 2019 +0100 hr_payroll: Make payroll groups imply holiday groups ---------------------------------------------------- Purpose ======= Currently, groups `hr_holidays.group_hr_holidays_[user|manager]` and `hr_payroll.group_hr_payroll_[user|manager]` are independant. A member of payroll groups is not able to approve/refuse a leave. This is a problem as they should be able to approve/refuse leaves before generating payslips. This is the point of `hr.benefits`: a global way of managing attendances and leaves before generating payslips. Specification ============= Payroll groups should imply the corresponding holiday group. 1. User `hr_payroll.group_hr_payroll_user` implies `hr_holidays.group_hr_holidays_user` 2. Manager `hr_payroll.group_hr_payroll_manager` implies `hr_holidays.group_hr_holidays_manager` hr_contract: Allow contract managers to manage employee ------------------------------------------------------- Contract managers should be able to create/manager employees. This make sense when a contract manager hires someone. He first creates the employee, then his contract. This also allows contract managers to access private addresses by transitivity. This is also intended to allow a contract manager to set a driver (private partner) on the employee's company car or to access `km_home_work` for transport reimbursment (l10n_be_hr_payroll). hr_payroll: Improve benefits conflict performance ------------------------------------------------- This commit changes the way benefits overlaps are detected. Currently, all benefits are read from db and the overlap detection is done in Python. After this commit, use a single sql query to only retreive overlapping benefits. The query takes advantage of the postgresql range type `tsrange` and the intersection operator Performance improvements: Tests with 500 employees and benefits generated for 15 months (~300000 records in the table) Conflict detection over 1 month (~20000 records) => ~5X speedup (from more than 2s to less than 0.5s) hr_holidays: Fix validation string typo --------------------------------------- hr_holidays: Test access rights post install -------------------------------------------- Some module can inherit leave models and override some methods. The overridden method could access some models which require other access level. In this case, the access issues would not be found by tests because other modules are not yet installed. e.g. Recently, the `_create_resource_leave` was overridden in hr_payroll and is reading the employee's contract. A HR user approving a leave would raise an access error because he doesn't have contract rights. If the tests would have been executed post install, this bug would have been detected. project_timesheet_holidays: Fix leave validation rights issues -------------------------------------------------------------- Currently, when a leave is validated, an `account.analytic.line` is automatically created. However, the approver may not have the access rights to do so. This commit fixes the issues by using sudo to generate the line. hr_holiday: Don't check access rights on allocation if no employee ------------------------------------------------------------------ If there are no employee set on the allocation request and if the user is a leave officer, don't check the access rights as it would lead to a traceback. hr_payroll: enable color edition on hr benefit types ---------------------------------------------------- TaskID: 1947281 hr_payroll: extract common behaviour from custom calendar view -------------------------------------------------------------- In order to implement the same features both in the calendar and in the gantt view, we need to extract the behaviours that will be common into a mixin. TaskID: 1947281 base: enable usage of js_class on the gantt view ------------------------------------------------ TaskID: 1947281 hr_payroll: Use the structure type on contract instead of structure ------------------------------------------------------------------- For usability purposes, it's better to set a structure type on a contract (eg: CP200: Belgian Employee) instead of having to choose between 'Belgian Salary', 'Double holidays', ... hr_holidays: Don't check approval rights in onchange ---------------------------------------------------- When this method is called in the context of an onchange `self.ids` is an empty list. This is a problem when calling `holiday.check_access_rule('write')` because it does not find any valid holidays and thus raises an AccessError. hr_holidays: Skip validation rights if no validation ---------------------------------------------------- If validation type is set to `no_validation`, checking if a target state is achievalbe should bypass normal checks for the user's own leaves. Otherwise, ir.rule raises an AccessError as the user doesn't normally have the rights for leave in state `validate`. l10n_be_hr_payroll: Manage employee departure --------------------------------------------- Compute notice duration and if the notice duration is not respected, a report about termination fees is generated. At the end of the notice duration, we can generate a certificate about time off not taken and an other about time off for the next year. TaskID: 1914556 hr_payroll: replace contribution register by partner_id ------------------------------------------------------- We replace contribution register model by a many2one on res.partner directly on the payslip.line Task 1928607 hr_payroll: add multicompany rule for payslip lines --------------------------------------------------- TaskID: 1928607 hr_payroll: Use date_to_str on work entries generation ------------------------------------------------------ Purpose ======= This aim to avoid sending a datetime that will be converted into UTC and that way have a wrong date set on the payslip. hr_payroll: Move to enterprise ------------------------------ For more information about this decision, please read https://www.odoo.com/fr_FR/blog/notre-blog-5/post/odoo-community-enterprise-532 closes odoo/odoo#31806 Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
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