Per Diem Tracking

Extends timesheets with per diem tracking for field service engineers. Per diem records are computed automatically in real time when timesheets are saved on eligible tasks.

Why this exists

Nugget pays a flat daily cash payment to field service engineers who travel for work. Before Odoo, per diem was tracked manually through trip logs in the CRM. This module automates the entire flow: time gets logged, per diem records appear, accounting reviews and posts journal entries.

How it works

Data flow

Task (is_per_diem_eligible flag)
  → Timesheet (is_per_diem_eligible, computed from task)
    → Per Diem record (one per employee per calendar day)
      → Journal Entry (on Mark as Paid)

Real-time triggers

Per diem records are created, updated, or deleted automatically by overrides on account.analytic.line:

• create — new timesheet on eligible task → per diem created/updated
• write — hours changed, date moved, task reassigned → per diem recalculated
• unlink — timesheet deleted → per diem recalculated or deleted

Additional triggers:

• Task is_per_diem_eligible toggled → all timesheets on the task recomputed
• Task analytic_account_id changed (via nugget_task_analytics) → unvalidated timesheets update analytic distribution → per diem distribution rebuilds

Design principle

Pending records always reflect current state (live reference). Paid records are frozen (audit trail). Validated timesheets are never modified by analytic propagation.

Business Rules

• Full day: >= 8 hours = $100 (configurable)
• Half day: >= 4 hours = $50 (configurable)
• Below threshold: No per diem record created (or existing pending record deleted)
• Calculation is per employee per calendar day, not per task
• Per diem is calculated door-to-door — travel time counts, hotel downtime does not
• Only timesheets on tasks marked "Per Diem Eligible" are eligible
• Multiple eligible tasks on the same day sum together

GL Account Routing

Journal entries post to different GL accounts based on task type:

Task type	Account
Service task (is_service_task = True)	company.per_diem_service_account_id
Non-service task	company.per_diem_account_id

Falls back to the standard account if the service account is not configured. The is_service_task flag is stored on the per diem record for filtering.

Key Views

• Per Diems list — Accounting > Reporting > Management > Per Diems
• Timesheets list — "Per Diem Eligible" filter
• Task form — "Per Diem Eligible" and "Service Task" toggles
• Settings — Accounting > Per Diem Tracking (thresholds, amounts, accounts)

Configuration

Setting	Config Parameter / Field	Default
Full Day Amount	nugget_per_diem.full_day_amount	$100.00
Half Day Amount	nugget_per_diem.half_day_amount	$50.00
Full Day Threshold	nugget_per_diem.full_day_threshold	8.0 hours
Half Day Threshold	nugget_per_diem.half_day_threshold	4.0 hours
Per Diem Account	res.company.per_diem_account_id	(must be set)
Per Diem Account (Service)	res.company.per_diem_service_account_id	(falls back to standard)

Test Plan

Core flow

#	Test	Expected Result
01	Create per-diem-eligible task, log 8+ hours	Per diem appears at $100
02	Log 5 hours on per-diem-eligible task	Per diem appears at $50
03	Log 3 hours on per-diem-eligible task	No per diem record created
04	Log 4h on task A + 4h on task B (different analytics, same employee, same day)	Single per diem at $100, distribution splits 50/50

Edits and deletes

#	Test	Expected Result
05	Start at 8h ($100), reduce to 5h	Per diem updates to $50
06	Start at 5h ($50), reduce to 2h	Per diem record deleted
07	Delete a timesheet entirely	Per diem record deleted

Paid record protection

#	Test	Expected Result
08	Mark per diem as paid, edit source timesheet hours	Paid record unchanged
09	Mark per diem as paid, try to delete source timesheet	Error: cannot delete

Toggle behavior

#	Test	Expected Result
10	Toggle Per Diem Eligible off on task	Pending per diems removed
11	Toggle Per Diem Eligible on (task has existing timesheets)	Per diems created

GL account routing

#	Test	Expected Result
12	Log time on service task and non-service task, mark both as paid	Different GL accounts on journal entries
13	4h service + 4h non-service, same day, mark as paid	is_service_task = True, uses service account

List view actions

#	Test	Expected Result
14	Select pending per diems, gear > Mark as Paid	Journal entries created, status moves to Paid

Cross-Module Dependencies

• nugget_task_analytics — Owns the analytic_account_id field on tasks and propagates analytic changes to unvalidated timesheets. The timesheet write then cascades into per diem recomputation via nugget_per_diem's triggers.
• nugget_service_requests — Owns the is_service_task field on tasks. Used for GL account routing on per diem journal entries.
• timesheet_grid (Enterprise) — Provides validated field on timesheets. Used to protect approved timesheets from analytic propagation.