Skip to Content
This question has been flagged
2 Respostes
106 Vistes
Avatar
Shivam

How do I set up a 2 level expense approval workflow wherein every expense associated with a project can be approved only by the Project manager (at level 1) & by another admin user (level 2).

 Ex Employees A & B have project been assigned to project X.

C is the project manager for project X

D is the finance manager.

A & B lodge an expense against project X. How to design a workflow such that the Project Manager (C) approves the expense first and then the expense flows to D for final approval.

Avatar
Descartar
Avatar
Shivam
Autor Best Answer

Hi @Cybrosys,

Thank you for your reply.

Can you please explain the steps/paths to be followed where this code has to be run?


Thank you!

Avatar
Descartar
Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

Please refer to the code:

from odoo import models, fields, api, exceptions, _


class HrExpense(models.Model):

    _inherit = 'hr.expense'


    pm_approved = fields.Boolean(string="Approved by Project Manager", default=False)

    fm_approved = fields.Boolean(string="Approved by Finance Manager", default=False)


    project_manager_id = fields.Many2one(

        'res.users',

        string="Project Manager",

        compute="_compute_project_manager",

        store=True

    )


    @api.depends('project_id')

    def _compute_project_manager(self):

        for rec in self:

            rec.project_manager_id = rec.project_id.user_id if rec.project_id else False


    def action_pm_approve(self):

        """Project manager approves first."""

        for rec in self:

            if rec.project_manager_id != self.env.user:

                raise exceptions.UserError(

                    _("Only the Project Manager can approve this expense.")

                )

            rec.pm_approved = True


    def action_fm_approve(self):

        """Finance manager approves second."""

        for rec in self:

            if not rec.pm_approved:

                raise exceptions.UserError(

                    _("Project Manager must approve before Finance Manager.")

                )

            if not self.env.user.has_group('hr_expense.group_hr_expense_manager'):

                raise exceptions.UserError(

                    _("Only a Finance Manager can perform this approval.")

                )

            rec.fm_approved = True

            # Then move to normal Odoo approval

            super(HrExpense, rec).action_approve_expense()


Hope it helps.

Avatar
Descartar