[IMP] Lunch: Update manage user accounts

#updated per FEKU

closes odoo/documentation#16076

Signed-off-by: Lara Martini (larm) <larm@odoo.com>
This commit is contained in:
larm-odoo
2026-01-21 17:32:39 -05:00
parent df747618fc
commit 9b89fd6b82
4 changed files with 25 additions and 29 deletions

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@@ -3,17 +3,14 @@ Manage user accounts
====================
In Odoo's **Lunch** application, users pay for products directly from their **Lunch** app account.
For funds to appear in their account, a **Lunch** app manager **must** transfer funds into each
user's account.
For funds to appear in their account, a **Lunch** app manager must transfer funds into each user's
account.
.. important::
To add funds and manage user accounts, the user must have :guilabel:`Administrator` access rights
set for the **Lunch** application. This is verified by navigating to :menuselection:`Settings app
-->` :icon:`oi-arrow-right` :guilabel:`Manage Users`. Then, click on a user to view their various
settings and access rights.
For more information, refer to the :doc:`Access rights <../../general/users/access_rights/>`
documentation.
To add funds and manage user accounts, the user must have *Administrator* :doc:`access rights
<../../general/users/access_rights/>` for the **Lunch** application. Access rights can be managed
by navigating to the :menuselection:`Settings app` app and clicking :icon:`oi-arrow-right`
:guilabel:`Manage Users`. Click on a user to view their individual access rights.
The **Lunch** application does **not** directly interface in any way with software or products
linked to any monetary accounts or billing. Money **cannot** be transferred from users' bank
@@ -29,7 +26,7 @@ lunch accounts are replenished.
- Cash is handed to the **Lunch** app manager, who then updates the user's account.
- Money is automatically deducted from the user's paychecks, then the **Lunch** app manager
updates the account when paychecks are issued. This requires :ref:`adding a salary attachment
<payroll/worked-days-inputs>` for the user's payslip in the *Payroll* app.
<payroll/worked-days-inputs>` for the user's payslip in the **Payroll** app.
- Companies can sell "lunch tickets" at a set price (for example, one ticket costs $5.00). Users
can purchase tickets from a **Lunch** app manager, who then updates the user's account.
@@ -58,43 +55,42 @@ the :guilabel:`Cash Moves` dashboard.
A blank :guilabel:`Cash Moves` form loads. Enter the following information on the form:
- :guilabel:`User`: select the user depositing cash into their account from the drop-down menu. If
- :guilabel:`User`: Select the user depositing cash into their account from the drop-down menu. If
the user is not in the database, they can be created by typing their name in the :guilabel:`User`
field, and clicking either :guilabel:`Create "user"` or :guilabel:`Create and edit...` to create
the user and edit the :guilabel:`Create User` form.
- :guilabel:`Date`: using the calendar popover, select the date the transaction occurred.
- :guilabel:`Amount`: enter the amount being added to the lunch account.
- :guilabel:`Description`: enter a brief description of the transaction.
- :guilabel:`Date`: Select the date the transaction occurred using the calendar popover.
- :guilabel:`Amount`: Enter the amount being added to the lunch account.
- :guilabel:`Description`: Enter a brief description of the transaction.
.. image:: user-accounts/cash-move-form.png
:alt: The cash move form filled out for a transaction of $40.00.
:alt: The cash move form filled out for a transaction of $25.00.
Control Accounts
================
An overview of every transaction in the **Lunch** app, including all cash deposits and purchases,
can be viewed on the main *Control Accounts* dashboard. To access this dashboard, navigate to
The main *Control Accounts* dashboard provides an overview of every transaction in the **Lunch**
app, including all cash deposits and purchases. To access this dashboard, navigate to
:menuselection:`Lunch app --> Manager --> Control Accounts.`
All transactions are grouped :guilabel:`By Employee`, and listed alphabetically by the user's first
name. At the end of the user's name, a number appears. This indicates the number of individual
records logged for that user.
Transactions are grouped :guilabel:`By Employee`, and listed alphabetically by the user's first
name. Their available balance is displayed in the :guilabel:`Amount` column. This takes into account
all deposits and transactions to their lunch account.
The default view is to have all individual transactions hidden. To view all transactions for a user,
click the :icon:`fa-caret-right` :guilabel:`(triangle)` icon to the left of the desired name to
expand that specific group.
Individual transactions are hidden in the default view. To view all transactions for a specific
user, click the :icon:`fa-caret-right` :guilabel:`(triangle)` icon to the left of their name to
expand the full list of transactions associated with their lunch account.
Each record includes the :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and
Each line includes the transaction :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and
:guilabel:`Amount`.
.. image:: user-accounts/control-accounts.png
:alt: The Control Accounts dashboard with two employee's transactions expanded.
.. important::
This list only displays the various transactions within the **Lunch** app, and does **not** allow
modifications to be made to any records listed.
The :guilabel:`Control Accounts` dashboard is a view-only list of transactions within the
**Lunch** app, and does **not** allow modifications to be made to any records listed.
Cash moves can be modified, but **only** from the :ref:`Cash Moves <lunch/cash-moves>` dashboard,
not from the :guilabel:`Control Accounts` dashboard.
Cash moves can be modified through the :ref:`Cash Moves <lunch/cash-moves>` dashboard, only.
It is **not** possible to modify any product-related records.
Product-related records **cannot** be modified.

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