[ADD] Lunch: manage accounts

closes odoo/documentation#8738

X-original-commit: 36a0e84a17
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: jero-odoo <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: StraubCreative <zst@odoo.com>

content/applications/hr/lunch.rst

@@ -1,3 +1,5 @@
+:show-content:
+
 =====
 Lunch
 =====
@@ -308,3 +310,11 @@ lunch alert form loads. Enter the following information on the form:
    :align: center
    :alt: An alert form with al the information filled out for a chat alert sent at 10:30 AM, asking
          employees to submit orders by 11:30 AM.
+
+.. seealso::
+   - :doc:`lunch/user-accounts`
+
+.. toctree::
+   :titlesonly:
+
+   lunch/user-accounts

content/applications/hr/lunch/user-accounts.rst

@@ -0,0 +1,103 @@
+====================
+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.
+
+.. 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.
+
+   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.
+
+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
+     <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.
+
+.. _lunch/cash-moves:
+
+Cash Moves
+==========
+
+To add funds to user accounts, each cash move must be individually logged. To view all cash move
+records, or create a new cash move, navigate to :menuselection:`Lunch app --> Manager --> Cash
+Moves`. Doing so reveals the :guilabel:`Cash Moves` dashboard.
+
+On the :guilabel:`Cash Moves` dashboard, all cash moves are presented in a default list view,
+displaying each record's :guilabel:`Date`, :guilabel:`User`, :guilabel:`Description`, and
+:guilabel:`Amount`. The total of all the cash moves is displayed at the bottom of the
+:guilabel:`Amount` column.
+
+.. image:: user-accounts/cash.png
+   :align: center
+   :alt: The list view of all cash moves.
+
+Add funds
+---------
+
+To add funds to a lunch account, click the :guilabel:`New` button, located in the top-left corner of
+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
+  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.
+
+.. 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
+: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.
+
+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.
+
+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
+   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.
+
+   It is **not** possible to modify any product-related records.

content/applications/hr/payroll/payslips.rst

@@ -100,6 +100,8 @@ Fill out the following information on the payslip form:
    If modifications to auto-populated fields are made, it is recommended to check with the
    accounting department to ensure every entry that affects the *Accounting* application is correct.
 
+.. _payroll/worked-days-inputs:
+
 Worked days & inputs tab
 ************************