Portal Home Card

A live My Expenses tile on the portal home shows each user a current count of their own expenses.

Filter, Sort & Group

Backend-equivalent search: 7 status filters, 4 sort modes, group-by Employee / Category / Status / Date, plus a date range picker.

Create from Portal

Submit new expenses without backend access. Pick a category, amount, payment mode (Employee or Company), and upload receipts.

Receipt Uploads

Attach multiple receipts per expense. Downloads use per-attachment access tokens so files stay private to the owner.

Draft-Only Editing

Employees can only edit their own drafts. Once submitted, the record locks — enforced by Odoo record rules, not just the UI.

Portal Chatter

Each expense detail page shows the full communication history. Employees follow approvals and manager comments without backend logins.

✅ Same approval workflow

Portal-submitted expenses follow the same Draft → Submitted → Approved → Posted → Paid states as backend ones.

✅ Same reporting

Every dashboard, reimbursement report, and analytic distribution from hr_expense includes portal-submitted records automatically.

✅ Server-side ownership

The employee is bound to the logged-in user on every save — clients can't spoof another employee's record.

✅ Two record rules, zero compromise

A read rule scopes lists to the user's own employee. A draft-only write rule blocks edits once submitted.

1. The Portal Home

Every internal and portal user lands on /my and sees a dedicated My Expenses card alongside the rest of their portal modules. A live counter shows how many expenses they currently have.

One click takes them to the full list view.

2. The List View

Backend-grade filtering, sort, and group-by — without ever leaving the portal:

• 7 status filters — All, To Submit, Submitted, Approved, Posted, In Payment, Paid, Refused
• 4 sort modes — Newest, Oldest, Amount, Status
• Group-by — Employee, Category, Status, Expense Date
• Date range — bound to expense.date with Apply / Clear
• Search — by description or employee name

Paginated 20 per page. Click any row to open the detail view.

3. Create & Edit

A focused form captures everything a real hr.expense record needs:

• Description, Date, Category (any expensable product)
• Paid By — Employee (to reimburse) or Company
• Total Amount in the company currency
• Notes & multiple receipt uploads

Server-side validation rejects empty values and locks the employee to the current user. Edits work only while the record is in Draft.

Open the Portal

Employee logs in to /my and clicks the My Expenses card.

File the Expense

Hit New, fill in the fields, attach receipts — save as draft or edit later.

Flows to HR

Once submitted, the record enters the standard hr_expense approval pipeline.

Track Status

Filter by state, follow chatter updates, and see when it's paid — all from the portal.