[18.0] Advanced Payroll WIP

hr_master_data/README.rst

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+============================
+Employee Master Data History
+============================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:29a588be2e853bcfaa92f2f2c0c3d43b2e9f769097eec5f550fc44f437d19bcd
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/licence-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%2Fpayroll-lightgray.png?logo=github
+    :target: https://github.com/OCA/payroll/tree/18.0/hr_master_data
+    :alt: OCA/payroll
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/payroll-18-0/payroll-18-0-hr_master_data
+    :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/payroll&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+Historical employee master data management.
+
+Configure the relevant master data attributes, and track their change
+along time. For example, professional details (Profession, Category, Pay
+Grade), tax information (Social Security Status, Income Tax Status) or
+even pay related (Is Time Schedule Exempt, Base Salary, etc.).
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+On Employees / Configuration you can:
+
+-  "Master Data Types": configure the attributes to track, that can be
+   organized in groups. An attribute value can be a selection from a
+   list, a number, or a boolean flag.
+-  "Master Data Change Reasons": configure the differernt reasons that
+   can be used to track why a history value has changed.
+
+Usage
+=====
+
+On Employee Contracts, click on the "Master Data" snart button to open
+the list of employee master data records.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/payroll/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/payroll/issues/new?body=module:%20hr_master_data%0Aversion:%2018.0%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
+=======
+
+Authors
+-------
+
+* Daniel Reis
+
+Contributors
+------------
+
+-  Daniel Reis <<[email protected]>>
+
+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.
+
+.. |maintainer-dreispt| image:: https://github.com/dreispt.png?size=40px
+    :target: https://github.com/dreispt
+    :alt: dreispt
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-dreispt| 
+
+This module is part of the `OCA/payroll <https://github.com/OCA/payroll/tree/18.0/hr_master_data>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

hr_master_data/__init__.py

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+from . import models

hr_master_data/__manifest__.py

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+# Copyright 2025 Open Source Integrators (www.opensourceintegrators.com)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+{
+    "name": "Employee Master Data History",
+    "summary": "Configure master data attributes and track their changes history.",
+    "version": "18.0.1.0.0",
+    "category": "Payroll",
+    "website": "https://github.com/OCA/payroll",
+    "license": "LGPL-3",
+    "author": "Daniel Reis, Odoo Community Association (OCA)",
+    "depends": ["hr_contract"],
+    "data": [
+        "security/hr_payroll_security.xml",
+        "security/ir.model.access.csv",
+        "data/hr_master_data.xml",
+        "views/hr_data_value_views.xml",
+        "views/hr_contract_value_views.xml",
+        "views/hr_contract_views.xml",
+    ],
+    "demo": ["data/demo_data.xml"],
+    "installable": True,
+    "maintainers": ["dreispt"],
+}

hr_master_data/data/demo_data.xml

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+<odoo>
+    <!-- Master Data Values -->
+    <record model="hr.data.type.value" id="value_colcontr1">
+        <field name="type_id" ref="data_colcontr" />
+        <field name="name">General Labor Law</field>
+    </record>
+    <record model="hr.data.type.value" id="value_colcontr2">
+        <field name="type_id" ref="data_colcontr" />
+        <field name="name">Collective Contract</field>
+    </record>
+    <record model="hr.data.type.value" id="value_profcateg1">
+        <field name="type_id" ref="data_profcateg" />
+        <field name="name">Category A</field>
+    </record>
+    <record model="hr.data.type.value" id="value_profcateg2">
+        <field name="type_id" ref="data_profcateg" />
+        <field name="name">Category B</field>
+    </record>
+
+    <record model="hr.data.type.value" id="value_paygrade1">
+        <field name="type_id" ref="data_paygrade" />
+        <field name="name">Grade 1</field>
+    </record>
+    <record model="hr.data.type.value" id="value_paygrade2">
+        <field name="type_id" ref="data_paygrade" />
+        <field name="name">Grade 2</field>
+    </record>
+
+    <record model="hr.data.type.value" id="value_ss1">
+        <field name="type_id" ref="data_sspos" />
+        <field name="name">SS Position 1</field>
+    </record>
+    <record model="hr.data.type.value" id="value_ss2">
+        <field name="type_id" ref="data_sspos" />
+        <field name="name">SS Position 2</field>
+    </record>
+
+    <record model="hr.data.type.value" id="value_tax1">
+        <field name="type_id" ref="data_taxpos" />
+        <field name="name">Tax Position 1</field>
+    </record>
+    <record model="hr.data.type.value" id="value_tax2">
+        <field name="type_id" ref="data_taxpos" />
+        <field name="name">Tax Position 2</field>
+    </record>
+
+    <!-- Employee Data Values -->
+    <record model="hr.employee.data.value" id="contract_value_contrcol">
+        <field name="contract_id" ref="hr_contract.hr_contract_mit" />
+        <field name="type_id" ref="data_colcontr" />
+        <field name="value_id" ref="value_colcontr1" />
+        <field name="date_start">2019-01-01</field>
+    </record>
+    <record model="hr.employee.data.value" id="contract_value1">
+        <field name="contract_id" ref="hr_contract.hr_contract_mit" />
+        <field name="type_id" ref="data_profcateg" />
+        <field name="value_id" ref="value_profcateg1" />
+        <field name="date_start">2019-01-01</field>
+    </record>
+    <record model="hr.employee.data.value" id="contract_value2">
+        <field name="contract_id" ref="hr_contract.hr_contract_mit" />
+        <field name="type_id" ref="data_paygrade" />
+        <field name="value_id" ref="value_paygrade1" />
+        <field name="date_start">2019-01-01</field>
+    </record>
+    <record model="hr.employee.data.value" id="contract_value3">
+        <field name="contract_id" ref="hr_contract.hr_contract_mit" />
+        <field name="type_id" ref="data_sspos" />
+        <field name="value_id" ref="value_ss1" />
+        <field name="date_start">2019-01-01</field>
+    </record>
+    <record model="hr.employee.data.value" id="contract_value4">
+        <field name="contract_id" ref="hr_contract.hr_contract_mit" />
+        <field name="type_id" ref="data_taxpos" />
+        <field name="value_id" ref="value_tax1" />
+        <field name="date_start">2019-01-01</field>
+    </record>
+    <record model="hr.employee.data.value" id="contract_value_sal1">
+        <field name="contract_id" ref="hr_contract.hr_contract_mit" />
+        <field name="type_id" ref="data_base_salary" />
+        <field name="value_float">3000.00</field>
+        <field name="date_start">2019-01-01</field>
+    </record>
+    <record model="hr.employee.data.value" id="contract_value_sal2">
+        <field name="contract_id" ref="hr_contract.hr_contract_mit" />
+        <field name="type_id" ref="data_exempt" />
+        <field name="value_bool">True</field>
+        <field name="date_start">2019-01-01</field>
+    </record>
+</odoo>

hr_master_data/data/hr_master_data.xml

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+<odoo>
+    <!-- Master Data Groups -->
+    <record model="hr.data.group" id="data_group_professional">
+        <field name="name">Professional Data</field>
+    </record>
+    <record model="hr.data.group" id="data_group_taxes">
+        <field name="name">Tax Positions</field>
+    </record>
+    <record model="hr.data.group" id="data_salary">
+        <field name="name">Salary Data</field>
+    </record>
+
+    <!-- Master Data Types -->
+    <record model="hr.data.type" id="data_colcontr">
+        <field name="name">Collective Contract</field>
+        <field name="value_type">id</field>
+        <field name="group_id" ref="data_group_professional" />
+    </record>
+    <record model="hr.data.type" id="data_profcateg">
+        <field name="name">Professional Category</field>
+        <field name="value_type">id</field>
+        <field name="group_id" ref="data_group_professional" />
+    </record>
+    <record model="hr.data.type" id="data_paygrade">
+        <field name="name">Pay Grade</field>
+        <field name="value_type">id</field>
+        <field name="group_id" ref="data_group_professional" />
+    </record>
+    <record model="hr.data.type" id="data_sspos">
+        <field name="name">Social Security Position</field>
+        <field name="value_type">id</field>
+        <field name="group_id" ref="data_group_taxes" />
+    </record>
+    <record model="hr.data.type" id="data_taxpos">
+        <field name="name">Income Tax Position</field>
+        <field name="value_type">id</field>
+        <field name="group_id" ref="data_group_taxes" />
+    </record>
+    <record model="hr.data.type" id="data_base_salary">
+        <field name="name">Base Salary</field>
+        <field name="value_type">float</field>
+        <field name="group_id" ref="data_salary" />
+    </record>
+    <record model="hr.data.type" id="data_exempt">
+        <field name="name">Time Schedule Exempt</field>
+        <field name="value_type">bool</field>
+        <field name="group_id" ref="data_salary" />
+    </record>
+</odoo>

hr_master_data/models/__init__.py

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+from . import hr_contract
+from . import hr_data_group
+from . import hr_data_type
+from . import hr_data_type_value
+from . import hr_data_value_reason
+from . import hr_employee_data_value

hr_master_data/models/hr_contract.py

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+# Copyright 2025 Open Source Integrators (www.opensourceintegrators.com)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+from odoo import api, fields, models
+
+
+class HrContract(models.Model):
+    _inherit = "hr.contract"
+
+    @api.depends_context("active_date")
+    @api.depends("contract_values_ids")
+    def _compute_active_values_ids(self):
+        "Returns the active values for the contract at a context given date"
+        active_date = self.env.context.get("active_date")
+        for contract in self:
+            contract.active_values_ids = contract.contract_values_ids.filtered(
+                lambda x: not active_date
+                or (
+                    (not x.date_start or x.date_start <= active_date)
+                    and (not x.date_end or x.date_end >= active_date)
+                )
+            )
+
+    contract_values_ids = fields.One2many(
+        comodel_name="hr.employee.data.value",
+        inverse_name="contract_id",
+    )
+    active_values_ids = fields.One2many(
+        comodel_name="hr.employee.data.value",
+        compute="_compute_active_values_ids",
+    )
+
+    def action_open_master_data(self):
+        self.ensure_one()
+        xmlid = "hr_master_data.action_hr_employee_data_value"
+        action = self.env["ir.actions.actions"]._for_xml_id(xmlid)
+        action.update(
+            {
+                "domain": [("contract_id", "=", self.id)],
+                "context": {"default_contract_id": self.id},
+            }
+        )
+        return action

hr_master_data/models/hr_data_group.py

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+# Copyright 2025 Open Source Integrators (www.opensourceintegrators.com)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+from odoo import fields, models
+
+
+class HrDataGroup(models.Model):
+    _name = "hr.data.group"
+    _description = "Master Data Group"
+    _order = "code,name"
+
+    name = fields.Char()
+    code = fields.Char()
+    active = fields.Boolean()

hr_master_data/models/hr_data_type.py

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+# Copyright 2025 Open Source Integrators (www.opensourceintegrators.com)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+from odoo import fields, models
+
+
+class HrDataType(models.Model):
+    _name = "hr.data.type"
+    _description = "Master Data Type"
+    _order = "code,name"
+
+    name = fields.Char(required=True)
+    code = fields.Char()
+    value_type = fields.Selection(
+        selection=[("bool", "Yes/No"), ("float", "Numeric"), ("id", "Selection Value")],
+        required=True,
+    )
+    group_id = fields.Many2one(comodel_name="hr.data.group")
+    active = fields.Boolean(default=True)
+    values_ids = fields.One2many(
+        comodel_name="hr.data.type.value", inverse_name="type_id"
+    )

hr_master_data/models/hr_data_type_value.py

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+# Copyright 2025 Open Source Integrators (www.opensourceintegrators.com)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+from odoo import fields, models
+
+
+class HrDataTypeValue(models.Model):
+    _name = "hr.data.type.value"
+    _description = "Master Data Value"
+    _order = "sequence,name"
+
+    name = fields.Char()
+    code = fields.Char()
+    sequence = fields.Integer()
+    type_id = fields.Many2one(comodel_name="hr.data.type")
+    active = fields.Boolean(default=True)

hr_master_data/models/hr_data_value_reason.py

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+# Copyright 2025 Open Source Integrators (www.opensourceintegrators.com)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+from odoo import fields, models
+
+
+class HrDataValueReason(models.Model):
+    _name = "hr.data.value.reason"
+    _description = "Master Data Change Reason"
+    _order = "code,name"
+
+    name = fields.Char()
+    code = fields.Char()
+    active = fields.Boolean(default=True)