Metadata-Version: 2.1
Name: odoo-addon-account_payroll_sheet_import
Version: 17.0.1.0.0.2
Requires-Python: >=3.10
Requires-Dist: odoo>=17.0a,<17.1dev
Requires-Dist: openpyxl
Requires-Dist: pandas
Summary: Import payroll from sheet files and generate journal entries
Home-page: https://github.com/OCA/account-financial-tools
License: AGPL-3
Author: APSL-Nagarro, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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======================
Payroll Sheet Importer
======================

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This module allows importing payroll data from Excel (.xlsx) files into
accounting journal entries in Odoo. It streamlines integration between
external HR/payroll systems and Odoo’s accounting module.

Main Features:
~~~~~~~~~~~~~~

- Map Excel columns to specific accounting accounts.
- Detect and report missing employees based on VAT/ID/Passport numbers.
- Associate imported data with a specific accounting journal.
- Support for multiple mapping configurations per company.

This module is ideal for companies that receive externally processed
payroll in Excel format and need a semi-automated way to post it into
Odoo's accounting system.

**Table of contents**

.. contents::
   :local:

Usage
=====

Excel File Requirements
~~~~~~~~~~~~~~~~~~~~~~~

- File must be in ``.xlsx`` format.
- Must contain a column with employee identifiers (e.g.,
  VAT/ID/Passport).
- Data columns must match those defined in the selected mapping.
- Format has to be:

=============== =========== =========== ================
VAT/ID/Passport Base Salary Extra Hours Other Concepts..
=============== =========== =========== ================
1               2000        500         ...
2               1800        250         ...
=============== =========== =========== ================

Employee Requirements
~~~~~~~~~~~~~~~~~~~~~

In order to correctly match payroll entries with existing employees (and
their linked partners), each employee must have a unique identifier set
in one of the following fields:

- **Identification Nº** (``identification_id``)
- **Passport** (``passport_id``)

These fields must match the values provided in the corresponding Excel
column. If no matching employee is found, the system will list the
missing identifiers, and you will need to create the missing records or
update the identifiers accordingly.

Creating a Column Mapping
~~~~~~~~~~~~~~~~~~~~~~~~~

1. Navigate to **Accounting > Configuration > Payroll Mapping**.

2. Create a new mapping and configure:

   - Mapping name.
   - Target journal.
   - Name of the column containing employee VAT/ID/Pasport.
   - Mapping lines: Excel column → account → move type (debit/credit).
     Ex: "NET SALARY", 230000, credit

3. Save the mapping for future use.

Import
~~~~~~

1. Go to **Accounting > Accounting > Payroll Import**.
2. Upload an Excel file containing payroll data.
3. Choose a previously configured column mapping.
4. The system will attempt to match employees using VAT/ID/Passport
   numbers:
5. After validation, click **Import** to generate journal entries.
6. If employees are missing, a warning will show the unmatched
   identifiers.

Known issues / Roadmap
======================

Planned Features
~~~~~~~~~~~~~~~~

- Possibility to import summarized payroll.
- Compatiblity with other sheet file types.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/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/account-financial-tools/issues/new?body=module:%20account_payroll_sheet_import%0Aversion:%2017.0%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
-------

* APSL-Nagarro

Contributors
------------

- `APSL-Nagarro <https://apsl.tech>`__:

  - Bernat Obrador <bobrador@apsl.net>

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-BernatObrador| image:: https://github.com/BernatObrador.png?size=40px
    :target: https://github.com/BernatObrador
    :alt: BernatObrador

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-BernatObrador| 

This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/17.0/account_payroll_sheet_import>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
