[IMP] Lunch: Update manage user accounts

closes odoo/documentation#13633

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
This commit is contained in:
larm-odoo
2025-06-09 16:58:42 -04:00
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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.
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.
.. 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
-->Manage Users`. Then, click on a user to view their various settings and 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.
For more information, refer to the :doc:`Access rights <../../general/users/access_rights/>`
documentation.
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 accounts, nor
can users' credit cards be charged.
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
accounts, nor can users' credit cards be charged.
Odoo's *Lunch* application **only** allows for manual entries of cash exchanges that are handled by
the *Lunch* app manager. It is up to each individual company to create the method with which lunch
accounts are replenished.
Odoo's **Lunch** application **only** allows for manual entries of cash exchanges that are handled
by the **Lunch** app manager. It is up to each individual company to create the method with which
lunch accounts are replenished.
.. example::
Some examples of how money can be organized and transferred within a company:
- 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
- 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.
- 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.
can purchase tickets from a **Lunch** app manager, who then updates the user's account.
.. _lunch/cash-moves:
@@ -47,7 +48,6 @@ displaying each record's :guilabel:`Date`, :guilabel:`User`, :guilabel:`Descript
:guilabel:`Amount` column.
.. image:: user-accounts/cash.png
:align: center
:alt: The list view of all cash moves.
Add funds
@@ -67,15 +67,13 @@ A blank :guilabel:`Cash Moves` form loads. Enter the following information on th
- :guilabel:`Description`: enter a brief description of the transaction.
.. image:: user-accounts/cash-move-form.png
:align: center
:alt: The cash move form filled out for a transaction of $40.00.
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
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
:menuselection:`Lunch app --> Manager --> Control Accounts.`
All transactions are grouped :guilabel:`By Employee`, and listed alphabetically by the user's first
@@ -83,21 +81,20 @@ name. At the end of the user's name, a number appears. This indicates the number
records logged for that user.
The default view is to have all individual transactions hidden. To view all transactions for a user,
click the :guilabel:`(triangle)` icon to the left of the desired name to expand that specific
group.
click the :icon:`fa-caret-right` :guilabel:`(triangle)` icon to the left of the desired name to
expand that specific group.
Each record includes the :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and
:guilabel:`Amount`.
.. image:: user-accounts/control-accounts.png
:align: center
: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
This list only displays the various 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, but **only** from the :ref:`Cash Moves <lunch/cash-moves>` dashboard,
not from the :guilabel:`Control Accounts` dashboard.
It is **not** possible to modify any product-related records.

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