[19.0][WIP][ADD] hr_expense_trip: Link expenses with trips

hr_expense_trip/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+===============
+HR Expense Trip
+===============
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
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+
+.. |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/license-LGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
+    :alt: License: LGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fhr--expense-lightgray.png?logo=github
+    :target: https://github.com/OCA/hr-expense/tree/19.0/hr_expense_trip
+    :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-19-0/hr-expense-19-0-hr_expense_trip
+    :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=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module introduces **Trips** in Expenses so employees can group
+related expense lines under a single business trip.
+
+Key features:
+
+-  Create trips with employee, date range, partner, and reason.
+-  Link existing expense lines to a trip from the trip form.
+-  Open linked expenses directly from the trip to review details.
+-  Optional manager approval flow before collecting receipts.
+-  Role-based access for employees, approvers, and administrators.
+-  Dedicated "Trip to Process" workspace for managers/approvers.
+-  Generate and attach a trip PDF report when the trip is marked done.
+-  Automatic bill creation from approved expenses with trip PDF
+   attachment.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+1. Go to *Expenses > My Trips* and create a new trip.
+2. Fill in the trip name, dates, employee, and optional partner/reason.
+3. Click *Request Approval*: In this step, pre-trip approvals can be
+   handled, and additional workflows can be triggered after approval
+   (for example an A1 certificate process).
+
+   -  If **Auto Approve Trip Requests** is enabled, the trip moves
+      directly to *Collect Receipts*.
+   -  Otherwise, if the requester is already an allowed approver for
+      that trip, it is approved immediately without creating an
+      activity.
+   -  Otherwise, a *Trip Approval Request* activity is created for the
+      manager.
+
+4. In the *Expenses* tab, use *Add* to select existing draft expenses
+   for the same employee, then save.
+5. Click an expense line to open the *hr.expense* form when you need to
+   review or edit that expense.
+6. When all expenses are complete, click *Mark as Done* to finalize the
+   trip and attach the generated trip report in chatter.
+7. To create bills from approved expenses, click *Create Bill* (visible
+   only when trip is in state done all expenses are in approved state).
+   This will post all expenses and attach the trip PDF to each resulting
+   bill.
+
+Role behavior
+-------------
+
+-  Employees can create and edit their own trips.
+-  Managers/approvers can view and approve trips they are responsible
+   for.
+-  Expense administrators can edit all trips.
+-  After a trip is approved, only managers/administrators can edit trip
+   information.
+-  The *Expenses* tab remains editable until the trip reaches *Done*.
+
+Manager processing menu
+-----------------------
+
+Managers can open *Expenses > Trip to Process* to review requested trips
+where they are responsible as manager.
+
+Create Bill feature
+-------------------
+
+The *Create Bill* button is automatically displayed when all expenses
+linked to the trip are in approved state and the trip is in state done.
+Clicking this button will:
+
+1. Post all approved expenses and create bills.
+2. Automatically attach the trip PDF report to each created bill in the
+   chatter.
+3. Navigate to the created bill(s) for review.
+
+This streamlines the billing process by ensuring the trip documentation
+is automatically associated with the financial records.
+
+Configuration
+-------------
+
+To configure auto approval, go to *Expenses > Configuration > Settings*
+and in the *Trips* section enable or disable *Auto Approve Trip
+Requests*.
+
+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_trip%0Aversion:%2019.0%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
+=======
+
+Contributors
+------------
+
+-  `glueckkanja AG <https://www.glueckkanja.com>`__:
+
+   -  Christopher Rogos
+
+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.
+
+This module is part of the `OCA/hr-expense <https://github.com/OCA/hr-expense/tree/19.0/hr_expense_trip>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

hr_expense_trip/__init__.py

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+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from . import models
+from . import wizard

hr_expense_trip/__manifest__.py

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+# Copyright 2024 Odoo Community Association (OCA)
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+{
+    "name": "HR Expense Trip",
+    "version": "19.0.1.0.0",
+    "category": "Human Resources",
+    "author": "Odoo Community Association (OCA)",
+    "license": "LGPL-3",
+    "website": "https://github.com/OCA/hr-expense",
+    "depends": ["hr_expense"],
+    "data": [
+        "security/hr_trip_security.xml",
+        "security/ir.model.access.csv",
+        "views/hr_trip_views.xml",
+        "views/hr_expense_views.xml",
+        "views/report_hr_trip.xml",
+        "views/res_config_settings_views.xml",
+    ],
+    "installable": True,
+    "assets": {
+        "web.assets_backend": [
+            "hr_expense_trip/static/src/views/*.js",
+            "hr_expense_trip/static/src/views/trip_list_buttons.xml",
+        ],
+    },
+}

hr_expense_trip/models/__init__.py

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+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from . import hr_expense
+from . import hr_trip
+from . import res_config_settings

hr_expense_trip/models/hr_expense.py

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+# Copyright 2024 Odoo Community Association (OCA)
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+
+from collections import defaultdict
+
+from odoo import fields, models
+from odoo.exceptions import UserError
+
+
+class HrExpense(models.Model):
+    _inherit = "hr.expense"
+
+    trip_id = fields.Many2one(
+        comodel_name="hr.trip", string="Trip", ondelete="set null", index=True
+    )
+    # Related fields used by decoration-success / decoration-warning in the trip
+    # form's expense list to flag dates outside the trip date range.
+    trip_start_date = fields.Datetime(related="trip_id.start_date", store=False)
+    trip_end_date = fields.Datetime(related="trip_id.end_date", store=False)
+
+    def action_add_existing_expenses(self):
+        self.ensure_one()
+        trip_id = self.env.context.get("default_trip_id")
+        return {
+            "type": "ir.actions.act_window",
+            "name": self.env._("Add: Expenses"),
+            "res_model": "hr.trip",
+            "res_id": trip_id,
+            "view_mode": "form",
+            "target": "new",
+        }
+
+    def default_get(self, fields_list):
+        defaults = super().default_get(fields_list)
+        if "trip_id" in fields_list and not defaults.get("trip_id"):
+            expense_date = defaults.get("date")
+            employee_id = defaults.get("employee_id")
+            if expense_date and employee_id:
+                trip = self.env["hr.trip"].search(
+                    [
+                        ("employee_id", "=", employee_id),
+                        ("start_date", "<=", expense_date),
+                        ("end_date", ">=", expense_date),
+                    ],
+                    limit=1,
+                )
+                if trip:
+                    defaults["trip_id"] = trip.id
+        return defaults
+
+    def action_post(self):
+        # Check if any expense has a linked trip that is not in "done" state
+        for expense in self:
+            if expense.trip_id and expense.trip_id.state != "done":
+                raise UserError(
+                    self.env._(
+                        "Cannot post expense '%(expense)s' because it is linked to "
+                        "trip '%(trip)s' which is not in 'Done' state. "
+                        "Please mark the trip as done first.",
+                        expense=expense.name,
+                        trip=expense.trip_id.name,
+                    )
+                )
+        return super().action_post()
+
+    def action_create_trip(self):
+        if not self:
+            return False
+
+        already_linked = self.filtered("trip_id")
+        if already_linked:
+            raise UserError(
+                self.env._(
+                    "Some selected expenses are already linked to a trip. "
+                    "Please unselect them before creating trips."
+                )
+            )
+
+        expenses_by_employee = defaultdict(lambda: self.env["hr.expense"])
+        for expense in self:
+            expenses_by_employee[expense.employee_id] |= expense
+
+        created_trips = self.env["hr.trip"]
+        for employee, expenses in expenses_by_employee.items():
+            expense_dates = expenses.mapped("date")
+            trip = self.env["hr.trip"].create(
+                {
+                    "name": self.env._("Trip - %s", employee.name),
+                    "employee_id": employee.id,
+                    "start_date": min(expense_dates),
+                    "end_date": max(expense_dates),
+                    "state": "receipts",
+                }
+            )
+            expenses.write({"trip_id": trip.id})
+            created_trips |= trip
+
+        action = self.env.ref("hr_expense_trip.action_hr_trip_my").sudo().read()[0]
+        action["domain"] = [("id", "in", created_trips.ids)]
+        if len(created_trips) == 1:
+            action["views"] = [(False, "form")]
+            action["res_id"] = created_trips.id
+        return action