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[11.0][ADD] account_move_budget

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Jordi Ballester Alomar 2019-03-25 18:41:48 +01:00 committed by David Jaen
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===================
Account Move Budget
===================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
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:target: https://github.com/OCA/account-financial-tools/tree/11.0/account_move_budget
:alt: OCA/account-financial-tools
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|badge1| |badge2| |badge3| |badge4| |badge5|
This module allows to define accounting budgets.
These budgets can then be used in MIS Builder reports, as an alternate
source.
The difference between the MIS Builder Budget and this module is that
this module defines budgets irrespective of the MIS Builder Template. The
budget is thus agnostic of the reporting format.
For example, the budgeted data can be used in a general Profit & Loss report
and at the same time can be used in a department or project expenses report.
**Table of contents**
.. contents::
:local:
Configuration
=============
[ This file is optional, it should explain how to configure
the module before using it; it is aimed at advanced users. ]
To configure this module, you need to:
#. Go to ...
.. figure:: ../static/description/image.png
:alt: alternative description
:width: 600 px
Usage
=====
In order to set up the budget items go to
*Invoicing / Adviser / Accounting Entries / Account Move Budgets*.
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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_budget%0Aversion:%2011.0%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
~~~~~~~
* Eficent
Contributors
~~~~~~~~~~~~
* Eficent Business and IT Consulting Services, S.L. (https://www.eficent.com)
* Hector Villarreal <hector.villarreal@eficent.com>
* Jordi Ballester Alomar <jordi.ballester@eficent.com>
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.
This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/11.0/account_move_budget>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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from . import models

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# Copyright 2019 Eficent Business and IT Consulting Services, S.L.
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Account Move Budget",
"summary": "Create Accounting Budgets",
"version": "11.0.1.0.0",
"category": "Accounting & Finance",
"website": "https://github.com/OCA/account-financial-tools",
"author": "Eficent, "
"Odoo Community Association (OCA)",
"license": "AGPL-3",
"application": False,
"installable": True,
"depends": [
"account",
"date_range",
],
"data": [
"security/ir.model.access.csv",
"views/account_move_budget_line_views.xml",
"views/account_move_budget_views.xml",
],
}

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from . import account_move_budget
from . import account_move_budget_line

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# Copyright 2019 ACSONE SA/NV
# Copyright 2019 Eficent Business and IT Consulting Services, S.L.
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import _, api, fields, models
class AccountMoveBudget(models.Model):
_name = "account.move.budget"
_description = "Account Move Budget"
_inherit = ['mail.thread', 'mail.activity.mixin']
@api.model
def _default_company(self):
return self.env['res.company']. \
_company_default_get('mis.budget')
name = fields.Char(
required=True,
track_visibility='onchange',
)
description = fields.Char(
track_visibility='onchange',
)
date_range_id = fields.Many2one(
comodel_name='date.range',
string='Date range',
)
date_from = fields.Date(
required=True,
string='From',
track_visibility='onchange',
)
date_to = fields.Date(
required=True,
string='To',
track_visibility='onchange',
)
state = fields.Selection(
[('draft', 'Draft'),
('confirmed', 'Confirmed'),
('cancelled', 'Cancelled')],
required=True,
default='draft',
track_visibility='onchange',
)
line_ids = fields.One2many(
comodel_name='account.move.budget.line',
inverse_name='budget_id',
copy=True,
)
company_id = fields.Many2one(
comodel_name='res.company',
string='Company',
default=_default_company,
)
@api.multi
def copy(self, default=None):
self.ensure_one()
if default is None:
default = {}
if 'name' not in default:
default['name'] = _("%s (copy)") % self.name
return super(AccountMoveBudget, self).copy(default=default)
@api.onchange('date_range_id')
def _onchange_date_range(self):
for rec in self:
if rec.date_range_id:
rec.date_from = rec.date_range_id.date_start
rec.date_to = rec.date_range_id.date_end
@api.onchange('date_from', 'date_to')
def _onchange_dates(self):
for rec in self:
if rec.date_range_id:
if rec.date_from != rec.date_range_id.date_start or \
rec.date_to != rec.date_range_id.date_end:
rec.date_range_id = False
@api.multi
def action_draft(self):
for rec in self:
rec.state = 'draft'
@api.multi
def action_cancel(self):
for rec in self:
rec.state = 'cancelled'
@api.multi
def action_confirm(self):
for rec in self:
rec.state = 'confirmed'

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# Copyright 2019 Eficent Business and IT Consulting Services, S.L.
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import _, api, fields, models
from odoo.exceptions import ValidationError
class AccountMoveBudgetLine(models.Model):
_name = "account.move.budget.line"
_description = "Account Move Budget Line"
_order = "date desc, id desc"
budget_id = fields.Many2one(
comodel_name='account.move.budget',
string="Budget",
required=True,
ondelete='cascade',
index=True,
)
name = fields.Char(string="Label")
debit = fields.Monetary(
default=0.0,
currency_field='company_currency_id',
)
credit = fields.Monetary(
default=0.0,
currency_field='company_currency_id'
)
balance = fields.Monetary(
compute='_compute_store_balance',
store=True,
currency_field='company_currency_id',
help="Technical field holding the debit - "
"credit in order to open meaningful "
"graph views from reports",
)
company_currency_id = fields.Many2one(
'res.currency',
related='company_id.currency_id',
string="Company Currency",
readonly=True,
help='Utility field to express amount currency',
store=True,
)
account_id = fields.Many2one(
'account.account',
string='Account',
required=True,
index=True,
ondelete="cascade",
domain=[('deprecated', '=', False)],
default=lambda self: self._context.get('account_id', False),
)
date = fields.Date(
string='Date',
index=True,
required=True,
)
analytic_account_id = fields.Many2one(
'account.analytic.account',
string='Analytic Account',
)
company_id = fields.Many2one(
'res.company',
related='account_id.company_id',
string='Company',
store=True,
readonly=True,
)
partner_id = fields.Many2one(
'res.partner',
string='Partner',
ondelete='restrict',
)
@api.depends('debit', 'credit')
def _compute_store_balance(self):
for line in self:
line.balance = line.debit - line.credit
@api.constrains('date')
def _constraint_date(self):
for rec in self:
if rec.budget_id.date_from > rec.date or \
rec.budget_id.date_to < rec.date:
raise ValidationError(_('The date must be within the '
'budget period.'))

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* Eficent Business and IT Consulting Services, S.L. (https://www.eficent.com)
* Hector Villarreal <hector.villarreal@eficent.com>
* Jordi Ballester Alomar <jordi.ballester@eficent.com>

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This module allows to define accounting budgets.
These budgets can then be used in MIS Builder reports, as an alternate
source.
The difference between the MIS Builder Budget and this module is that
this module defines budgets irrespective of the MIS Builder Template. The
budget is thus agnostic of the reporting format.
For example, the budgeted data can be used in a general Profit & Loss report
and at the same time can be used in a department or project expenses report.

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In order to set up the budget items go to
*Invoicing / Adviser / Accounting Entries / Account Move Budgets*.

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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_account_move_budget,access_account_move_budget,model_account_move_budget,account.group_account_user,1,0,0,0
access_account_move_budget_manager,access_account_move_budget_manager,model_account_move_budget,account.group_account_manager,1,1,1,1
access_account_move_budget_line,access_account_move_budget_line,model_account_move_budget_line,account.group_account_user,1,0,0,0
access_account_move_budget_line_manager,access_account_move_budget_line_manager,model_account_move_budget_line,account.group_account_manager,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_account_move_budget access_account_move_budget model_account_move_budget account.group_account_user 1 0 0 0
3 access_account_move_budget_manager access_account_move_budget_manager model_account_move_budget account.group_account_manager 1 1 1 1
4 access_account_move_budget_line access_account_move_budget_line model_account_move_budget_line account.group_account_user 1 0 0 0
5 access_account_move_budget_line_manager access_account_move_budget_line_manager model_account_move_budget_line account.group_account_manager 1 1 1 1

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<div class="document" id="account-move-budget">
<h1 class="title">Account Move Budget</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/11.0/account_move_budget"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-tools-11-0/account-financial-tools-11-0-account_move_budget"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/92/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module allows to define accounting budgets.</p>
<p>These budgets can then be used in MIS Builder reports, as an alternate
source.</p>
<p>The difference between the MIS Builder Budget and this module is that
this module defines budgets irrespective of the MIS Builder Template. The
budget is thus agnostic of the reporting format.</p>
<p>For example, the budgeted data can be used in a general Profit &amp; Loss report
and at the same time can be used in a department or project expenses report.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
<dl class="docutils">
<dt>[ This file is optional, it should explain how to configure</dt>
<dd>the module before using it; it is aimed at advanced users. ]</dd>
</dl>
<p>To configure this module, you need to:</p>
<ol class="arabic simple">
<li>Go to …</li>
</ol>
<div class="figure">
<img alt="alternative description" src="../static/description/image.png" style="width: 600px;" />
</div>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id2">Usage</a></h1>
<p>In order to set up the budget items go to
<em>Invoicing / Adviser / Accounting Entries / Account Move Budgets</em>.</p>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_budget%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#id4">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id5">Authors</a></h2>
<ul class="simple">
<li>Eficent</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id6">Contributors</a></h2>
<ul class="simple">
<li>Eficent Business and IT Consulting Services, S.L. (<a class="reference external" href="https://www.eficent.com">https://www.eficent.com</a>)
* Hector Villarreal &lt;<a class="reference external" href="mailto:hector.villarreal&#64;eficent.com">hector.villarreal&#64;eficent.com</a>&gt;
* Jordi Ballester Alomar &lt;<a class="reference external" href="mailto:jordi.ballester&#64;eficent.com">jordi.ballester&#64;eficent.com</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/11.0/account_move_budget">OCA/account-financial-tools</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>

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<?xml version="1.0" encoding="utf-8"?>
<!-- Copyright 2019 Eficent Business and IT Consulting Services, S.L.
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<record id="view_account_move_budget_line_tree" model="ir.ui.view">
<field name="name">Account Move Budget Line tree</field>
<field name="model">account.move.budget.line</field>
<field name="arch" type="xml">
<tree editable="top">
<field name="account_id"/>
<field name="date"/>
<field name="debit"/>
<field name="credit"/>
<field name="balance"/>
<field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
<field name="partner_id"/>
<field name="name"/>
<field name="company_id" groups="base.group_multi_company"/>
</tree>
</field>
</record>
<record model="ir.actions.act_window" id="account_move_budget_line_act_window">
<field name="name">Budget Items</field>
<field name="res_model">account.move.budget.line</field>
<field name="view_mode">tree</field>
<field name="domain">[('budget_id', '=', active_id)]</field>
<field name="context">{'default_budget_id': active_id}</field>
</record>
</odoo>

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<?xml version="1.0" encoding="utf-8"?>
<!-- Copyright 2019 ACSONE SA/NV
Copyright 2019 Eficent Business and IT Consulting Services, S.L.
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<record model="ir.ui.view" id="account_move_budget_form_view">
<field name="name">account.move.budget.form</field>
<field name="model">account.move.budget</field>
<field name="arch" type="xml">
<form>
<header>
<button name="action_draft" string="Set draft" type="object" attrs="{'invisible': [('state', '=', 'draft')]}"/>
<button name="action_confirm" string="Confirm" type="object" attrs="{'invisible': [('state', '!=', 'draft')]}" class="oe_highlight"/>
<button name="action_cancel" string="Cancel" type="object" attrs="{'invisible': [('state', '=', 'cancelled')]}"/>
<field name="state" widget="statusbar"/>
</header>
<sheet>
<div class="oe_button_box" name="button_box">
<button name="%(account_move_budget_line_act_window)d"
type="action"
class="oe_stat_button"
icon="fa-bars"
string="Budget Lines"/>
</div>
<div class="oe_title">
<div class="oe_edit_only">
<label for="name"/>
</div>
<h1>
<field name="name" placeholder="Name"/>
</h1>
<field name="description"/>
</div>
<group name="company">
<field name="company_id" groups="base.group_multi_company"/>
</group>
<group name="dates">
<field name="date_range_id"/>
<field name="date_from"/>
<field name="date_to"/>
</group>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers"/>
<field name="activity_ids" widget="mail_activity"/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
<record model="ir.ui.view" id="account_move_budget_search_view">
<field name="name">account.move.budget.search</field>
<field name="model">account.move.budget</field>
<field name="arch" type="xml">
<search>
<field name="name"/>
<field name="state"/>
</search>
</field>
</record>
<record model="ir.ui.view" id="account_move_budget_tree_view">
<field name="name">account.move.budget.tree</field>
<field name="model">account.move.budget</field>
<field name="arch" type="xml">
<tree>
<field name="name"/>
<field name="date_from"/>
<field name="date_to"/>
<field name="state"/>
</tree>
</field>
</record>
<record model="ir.actions.act_window" id="account_move_budget_act_window">
<field name="name">Account Move Budgets</field>
<field name="res_model">account.move.budget</field>
<field name="view_mode">tree,form</field>
<field name="domain">[]</field>
<field name="context">{}</field>
</record>
<record model="ir.ui.menu" id="account_move_budget_menu">
<field name="name">Account Move Budgets</field>
<field name="parent_id" ref="account.menu_finance_entries_accounting_entries"/>
<field name="action" ref="account_move_budget_act_window"/>
</record>
</odoo>