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Smart Expense Manager

Odoo 19 module for end-to-end employee expense management — mobile receipt upload, one-click email approvals, and automated monthly reports.

Odoo License Python


✨ Features

  • 📱 Mobile-first — employees submit requests and upload receipts directly from a phone
  • 🤖 Auto-routing — request goes to the employee's direct manager via hr.employee.parent_id
  • 📧 One-click email approval — managers approve / reject / request revision without logging in (token-based secure links)
  • 💰 Finance integration — converts approved requests into account.move journal entries automatically
  • 📄 Automated monthly PDF reports emailed to each department manager via ir.cron
  • 🌐 Bilingual — full English / Arabic translations

🔄 Workflow

Draft → Submitted → Manager Approved → Finance Review → Posted
                          ↓                   ↓
                       Rejected         Needs Revision

📦 Module Contents

smart_expense_manager/
├── __manifest__.py
├── controllers/         # Token-based email-link controller
├── data/                # Sequences, mail templates, cron
├── i18n/                # Arabic translations
├── models/              # expense.request, expense.line, hr.department
├── reports/             # QWeb monthly PDF report
├── security/            # 3 groups (Employee, Manager, Finance) + record rules
└── views/               # Form, list, kanban, search, portal templates

🚀 Installation

  1. Clone into your Odoo addons-path:
    git clone https://github.com/mozn-jamous/smart-expense-manager.git
  2. Add the parent folder to addons-path in odoo.conf or via CLI:
    ./odoo-bin -d <db_name> --addons-path=addons,smart-expense-manager -u smart_expense_manager
  3. From the UI: Apps → Update Apps List → search "Smart Expense Manager" → Install

🔧 Dependencies

base, mail, hr, account

📚 Tech Stack

  • Backend: Python 3.11+, Odoo ORM
  • Frontend: OWL framework, Bootstrap (Odoo native)
  • Reporting: QWeb (XML + Bootstrap)
  • Email: Mail templates with token-secured action links

👤 Author

Mozn Jamous — Software Engineer
GitHub · LinkedIn

📄 License

LGPL-3.0

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Odoo 19 module for employee expense management - mobile receipt upload, email-based one-click approval, and automated monthly PDF reports

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