[11.0][ADD] account_move_budget
This commit is contained in:
parent
0cd529dd16
commit
456d537a9b
105
account_move_budget/README.rst
Normal file
105
account_move_budget/README.rst
Normal file
@ -0,0 +1,105 @@
|
|||||||
|
===================
|
||||||
|
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
|
||||||
|
:target: https://odoo-community.org/page/development-status
|
||||||
|
:alt: Beta
|
||||||
|
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
|
||||||
|
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
|
||||||
|
:alt: License: AGPL-3
|
||||||
|
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
|
||||||
|
:target: https://github.com/OCA/account-financial-tools/tree/11.0/account_move_budget
|
||||||
|
:alt: OCA/account-financial-tools
|
||||||
|
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
||||||
|
:target: https://translation.odoo-community.org/projects/account-financial-tools-11-0/account-financial-tools-11-0-account_move_budget
|
||||||
|
:alt: Translate me on Weblate
|
||||||
|
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
|
||||||
|
:target: https://runbot.odoo-community.org/runbot/92/11.0
|
||||||
|
:alt: Try me on Runbot
|
||||||
|
|
||||||
|
|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.
|
3
account_move_budget/__init__.py
Normal file
3
account_move_budget/__init__.py
Normal file
@ -0,0 +1,3 @@
|
|||||||
|
|
||||||
|
from . import models
|
||||||
|
|
24
account_move_budget/__manifest__.py
Normal file
24
account_move_budget/__manifest__.py
Normal file
@ -0,0 +1,24 @@
|
|||||||
|
# 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",
|
||||||
|
],
|
||||||
|
}
|
3
account_move_budget/models/__init__.py
Normal file
3
account_move_budget/models/__init__.py
Normal file
@ -0,0 +1,3 @@
|
|||||||
|
|
||||||
|
from . import account_move_budget
|
||||||
|
from . import account_move_budget_line
|
95
account_move_budget/models/account_move_budget.py
Normal file
95
account_move_budget/models/account_move_budget.py
Normal file
@ -0,0 +1,95 @@
|
|||||||
|
# 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'
|
87
account_move_budget/models/account_move_budget_line.py
Normal file
87
account_move_budget/models/account_move_budget_line.py
Normal file
@ -0,0 +1,87 @@
|
|||||||
|
# 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.'))
|
3
account_move_budget/readme/CONTRIBUTORS.rst
Normal file
3
account_move_budget/readme/CONTRIBUTORS.rst
Normal file
@ -0,0 +1,3 @@
|
|||||||
|
* 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>
|
11
account_move_budget/readme/DESCRIPTION.rst
Normal file
11
account_move_budget/readme/DESCRIPTION.rst
Normal file
@ -0,0 +1,11 @@
|
|||||||
|
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.
|
2
account_move_budget/readme/USAGE.rst
Normal file
2
account_move_budget/readme/USAGE.rst
Normal file
@ -0,0 +1,2 @@
|
|||||||
|
In order to set up the budget items go to
|
||||||
|
*Invoicing / Adviser / Accounting Entries / Account Move Budgets*.
|
5
account_move_budget/security/ir.model.access.csv
Normal file
5
account_move_budget/security/ir.model.access.csv
Normal file
@ -0,0 +1,5 @@
|
|||||||
|
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
|
|
BIN
account_move_budget/static/description/icon.png
Normal file
BIN
account_move_budget/static/description/icon.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 9.2 KiB |
449
account_move_budget/static/description/index.html
Normal file
449
account_move_budget/static/description/index.html
Normal file
@ -0,0 +1,449 @@
|
|||||||
|
<?xml version="1.0" encoding="utf-8" ?>
|
||||||
|
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
|
||||||
|
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
|
||||||
|
<head>
|
||||||
|
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||||
|
<meta name="generator" content="Docutils 0.14: http://docutils.sourceforge.net/" />
|
||||||
|
<title>Account Move Budget</title>
|
||||||
|
<style type="text/css">
|
||||||
|
|
||||||
|
/*
|
||||||
|
:Author: David Goodger (goodger@python.org)
|
||||||
|
:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $
|
||||||
|
:Copyright: This stylesheet has been placed in the public domain.
|
||||||
|
|
||||||
|
Default cascading style sheet for the HTML output of Docutils.
|
||||||
|
|
||||||
|
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
|
||||||
|
customize this style sheet.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/* used to remove borders from tables and images */
|
||||||
|
.borderless, table.borderless td, table.borderless th {
|
||||||
|
border: 0 }
|
||||||
|
|
||||||
|
table.borderless td, table.borderless th {
|
||||||
|
/* Override padding for "table.docutils td" with "! important".
|
||||||
|
The right padding separates the table cells. */
|
||||||
|
padding: 0 0.5em 0 0 ! important }
|
||||||
|
|
||||||
|
.first {
|
||||||
|
/* Override more specific margin styles with "! important". */
|
||||||
|
margin-top: 0 ! important }
|
||||||
|
|
||||||
|
.last, .with-subtitle {
|
||||||
|
margin-bottom: 0 ! important }
|
||||||
|
|
||||||
|
.hidden {
|
||||||
|
display: none }
|
||||||
|
|
||||||
|
.subscript {
|
||||||
|
vertical-align: sub;
|
||||||
|
font-size: smaller }
|
||||||
|
|
||||||
|
.superscript {
|
||||||
|
vertical-align: super;
|
||||||
|
font-size: smaller }
|
||||||
|
|
||||||
|
a.toc-backref {
|
||||||
|
text-decoration: none ;
|
||||||
|
color: black }
|
||||||
|
|
||||||
|
blockquote.epigraph {
|
||||||
|
margin: 2em 5em ; }
|
||||||
|
|
||||||
|
dl.docutils dd {
|
||||||
|
margin-bottom: 0.5em }
|
||||||
|
|
||||||
|
object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
|
||||||
|
overflow: hidden;
|
||||||
|
}
|
||||||
|
|
||||||
|
/* Uncomment (and remove this text!) to get bold-faced definition list terms
|
||||||
|
dl.docutils dt {
|
||||||
|
font-weight: bold }
|
||||||
|
*/
|
||||||
|
|
||||||
|
div.abstract {
|
||||||
|
margin: 2em 5em }
|
||||||
|
|
||||||
|
div.abstract p.topic-title {
|
||||||
|
font-weight: bold ;
|
||||||
|
text-align: center }
|
||||||
|
|
||||||
|
div.admonition, div.attention, div.caution, div.danger, div.error,
|
||||||
|
div.hint, div.important, div.note, div.tip, div.warning {
|
||||||
|
margin: 2em ;
|
||||||
|
border: medium outset ;
|
||||||
|
padding: 1em }
|
||||||
|
|
||||||
|
div.admonition p.admonition-title, div.hint p.admonition-title,
|
||||||
|
div.important p.admonition-title, div.note p.admonition-title,
|
||||||
|
div.tip p.admonition-title {
|
||||||
|
font-weight: bold ;
|
||||||
|
font-family: sans-serif }
|
||||||
|
|
||||||
|
div.attention p.admonition-title, div.caution p.admonition-title,
|
||||||
|
div.danger p.admonition-title, div.error p.admonition-title,
|
||||||
|
div.warning p.admonition-title, .code .error {
|
||||||
|
color: red ;
|
||||||
|
font-weight: bold ;
|
||||||
|
font-family: sans-serif }
|
||||||
|
|
||||||
|
/* Uncomment (and remove this text!) to get reduced vertical space in
|
||||||
|
compound paragraphs.
|
||||||
|
div.compound .compound-first, div.compound .compound-middle {
|
||||||
|
margin-bottom: 0.5em }
|
||||||
|
|
||||||
|
div.compound .compound-last, div.compound .compound-middle {
|
||||||
|
margin-top: 0.5em }
|
||||||
|
*/
|
||||||
|
|
||||||
|
div.dedication {
|
||||||
|
margin: 2em 5em ;
|
||||||
|
text-align: center ;
|
||||||
|
font-style: italic }
|
||||||
|
|
||||||
|
div.dedication p.topic-title {
|
||||||
|
font-weight: bold ;
|
||||||
|
font-style: normal }
|
||||||
|
|
||||||
|
div.figure {
|
||||||
|
margin-left: 2em ;
|
||||||
|
margin-right: 2em }
|
||||||
|
|
||||||
|
div.footer, div.header {
|
||||||
|
clear: both;
|
||||||
|
font-size: smaller }
|
||||||
|
|
||||||
|
div.line-block {
|
||||||
|
display: block ;
|
||||||
|
margin-top: 1em ;
|
||||||
|
margin-bottom: 1em }
|
||||||
|
|
||||||
|
div.line-block div.line-block {
|
||||||
|
margin-top: 0 ;
|
||||||
|
margin-bottom: 0 ;
|
||||||
|
margin-left: 1.5em }
|
||||||
|
|
||||||
|
div.sidebar {
|
||||||
|
margin: 0 0 0.5em 1em ;
|
||||||
|
border: medium outset ;
|
||||||
|
padding: 1em ;
|
||||||
|
background-color: #ffffee ;
|
||||||
|
width: 40% ;
|
||||||
|
float: right ;
|
||||||
|
clear: right }
|
||||||
|
|
||||||
|
div.sidebar p.rubric {
|
||||||
|
font-family: sans-serif ;
|
||||||
|
font-size: medium }
|
||||||
|
|
||||||
|
div.system-messages {
|
||||||
|
margin: 5em }
|
||||||
|
|
||||||
|
div.system-messages h1 {
|
||||||
|
color: red }
|
||||||
|
|
||||||
|
div.system-message {
|
||||||
|
border: medium outset ;
|
||||||
|
padding: 1em }
|
||||||
|
|
||||||
|
div.system-message p.system-message-title {
|
||||||
|
color: red ;
|
||||||
|
font-weight: bold }
|
||||||
|
|
||||||
|
div.topic {
|
||||||
|
margin: 2em }
|
||||||
|
|
||||||
|
h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,
|
||||||
|
h4.section-subtitle, h5.section-subtitle, h6.section-subtitle {
|
||||||
|
margin-top: 0.4em }
|
||||||
|
|
||||||
|
h1.title {
|
||||||
|
text-align: center }
|
||||||
|
|
||||||
|
h2.subtitle {
|
||||||
|
text-align: center }
|
||||||
|
|
||||||
|
hr.docutils {
|
||||||
|
width: 75% }
|
||||||
|
|
||||||
|
img.align-left, .figure.align-left, object.align-left, table.align-left {
|
||||||
|
clear: left ;
|
||||||
|
float: left ;
|
||||||
|
margin-right: 1em }
|
||||||
|
|
||||||
|
img.align-right, .figure.align-right, object.align-right, table.align-right {
|
||||||
|
clear: right ;
|
||||||
|
float: right ;
|
||||||
|
margin-left: 1em }
|
||||||
|
|
||||||
|
img.align-center, .figure.align-center, object.align-center {
|
||||||
|
display: block;
|
||||||
|
margin-left: auto;
|
||||||
|
margin-right: auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
table.align-center {
|
||||||
|
margin-left: auto;
|
||||||
|
margin-right: auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
.align-left {
|
||||||
|
text-align: left }
|
||||||
|
|
||||||
|
.align-center {
|
||||||
|
clear: both ;
|
||||||
|
text-align: center }
|
||||||
|
|
||||||
|
.align-right {
|
||||||
|
text-align: right }
|
||||||
|
|
||||||
|
/* reset inner alignment in figures */
|
||||||
|
div.align-right {
|
||||||
|
text-align: inherit }
|
||||||
|
|
||||||
|
/* div.align-center * { */
|
||||||
|
/* text-align: left } */
|
||||||
|
|
||||||
|
.align-top {
|
||||||
|
vertical-align: top }
|
||||||
|
|
||||||
|
.align-middle {
|
||||||
|
vertical-align: middle }
|
||||||
|
|
||||||
|
.align-bottom {
|
||||||
|
vertical-align: bottom }
|
||||||
|
|
||||||
|
ol.simple, ul.simple {
|
||||||
|
margin-bottom: 1em }
|
||||||
|
|
||||||
|
ol.arabic {
|
||||||
|
list-style: decimal }
|
||||||
|
|
||||||
|
ol.loweralpha {
|
||||||
|
list-style: lower-alpha }
|
||||||
|
|
||||||
|
ol.upperalpha {
|
||||||
|
list-style: upper-alpha }
|
||||||
|
|
||||||
|
ol.lowerroman {
|
||||||
|
list-style: lower-roman }
|
||||||
|
|
||||||
|
ol.upperroman {
|
||||||
|
list-style: upper-roman }
|
||||||
|
|
||||||
|
p.attribution {
|
||||||
|
text-align: right ;
|
||||||
|
margin-left: 50% }
|
||||||
|
|
||||||
|
p.caption {
|
||||||
|
font-style: italic }
|
||||||
|
|
||||||
|
p.credits {
|
||||||
|
font-style: italic ;
|
||||||
|
font-size: smaller }
|
||||||
|
|
||||||
|
p.label {
|
||||||
|
white-space: nowrap }
|
||||||
|
|
||||||
|
p.rubric {
|
||||||
|
font-weight: bold ;
|
||||||
|
font-size: larger ;
|
||||||
|
color: maroon ;
|
||||||
|
text-align: center }
|
||||||
|
|
||||||
|
p.sidebar-title {
|
||||||
|
font-family: sans-serif ;
|
||||||
|
font-weight: bold ;
|
||||||
|
font-size: larger }
|
||||||
|
|
||||||
|
p.sidebar-subtitle {
|
||||||
|
font-family: sans-serif ;
|
||||||
|
font-weight: bold }
|
||||||
|
|
||||||
|
p.topic-title {
|
||||||
|
font-weight: bold }
|
||||||
|
|
||||||
|
pre.address {
|
||||||
|
margin-bottom: 0 ;
|
||||||
|
margin-top: 0 ;
|
||||||
|
font: inherit }
|
||||||
|
|
||||||
|
pre.literal-block, pre.doctest-block, pre.math, pre.code {
|
||||||
|
margin-left: 2em ;
|
||||||
|
margin-right: 2em }
|
||||||
|
|
||||||
|
pre.code .ln { color: grey; } /* line numbers */
|
||||||
|
pre.code, code { background-color: #eeeeee }
|
||||||
|
pre.code .comment, code .comment { color: #5C6576 }
|
||||||
|
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
|
||||||
|
pre.code .literal.string, code .literal.string { color: #0C5404 }
|
||||||
|
pre.code .name.builtin, code .name.builtin { color: #352B84 }
|
||||||
|
pre.code .deleted, code .deleted { background-color: #DEB0A1}
|
||||||
|
pre.code .inserted, code .inserted { background-color: #A3D289}
|
||||||
|
|
||||||
|
span.classifier {
|
||||||
|
font-family: sans-serif ;
|
||||||
|
font-style: oblique }
|
||||||
|
|
||||||
|
span.classifier-delimiter {
|
||||||
|
font-family: sans-serif ;
|
||||||
|
font-weight: bold }
|
||||||
|
|
||||||
|
span.interpreted {
|
||||||
|
font-family: sans-serif }
|
||||||
|
|
||||||
|
span.option {
|
||||||
|
white-space: nowrap }
|
||||||
|
|
||||||
|
span.pre {
|
||||||
|
white-space: pre }
|
||||||
|
|
||||||
|
span.problematic {
|
||||||
|
color: red }
|
||||||
|
|
||||||
|
span.section-subtitle {
|
||||||
|
/* font-size relative to parent (h1..h6 element) */
|
||||||
|
font-size: 80% }
|
||||||
|
|
||||||
|
table.citation {
|
||||||
|
border-left: solid 1px gray;
|
||||||
|
margin-left: 1px }
|
||||||
|
|
||||||
|
table.docinfo {
|
||||||
|
margin: 2em 4em }
|
||||||
|
|
||||||
|
table.docutils {
|
||||||
|
margin-top: 0.5em ;
|
||||||
|
margin-bottom: 0.5em }
|
||||||
|
|
||||||
|
table.footnote {
|
||||||
|
border-left: solid 1px black;
|
||||||
|
margin-left: 1px }
|
||||||
|
|
||||||
|
table.docutils td, table.docutils th,
|
||||||
|
table.docinfo td, table.docinfo th {
|
||||||
|
padding-left: 0.5em ;
|
||||||
|
padding-right: 0.5em ;
|
||||||
|
vertical-align: top }
|
||||||
|
|
||||||
|
table.docutils th.field-name, table.docinfo th.docinfo-name {
|
||||||
|
font-weight: bold ;
|
||||||
|
text-align: left ;
|
||||||
|
white-space: nowrap ;
|
||||||
|
padding-left: 0 }
|
||||||
|
|
||||||
|
/* "booktabs" style (no vertical lines) */
|
||||||
|
table.docutils.booktabs {
|
||||||
|
border: 0px;
|
||||||
|
border-top: 2px solid;
|
||||||
|
border-bottom: 2px solid;
|
||||||
|
border-collapse: collapse;
|
||||||
|
}
|
||||||
|
table.docutils.booktabs * {
|
||||||
|
border: 0px;
|
||||||
|
}
|
||||||
|
table.docutils.booktabs th {
|
||||||
|
border-bottom: thin solid;
|
||||||
|
text-align: left;
|
||||||
|
}
|
||||||
|
|
||||||
|
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
||||||
|
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
||||||
|
font-size: 100% }
|
||||||
|
|
||||||
|
ul.auto-toc {
|
||||||
|
list-style-type: none }
|
||||||
|
|
||||||
|
</style>
|
||||||
|
</head>
|
||||||
|
<body>
|
||||||
|
<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 & 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 <<a class="reference external" href="mailto:hector.villarreal@eficent.com">hector.villarreal@eficent.com</a>>
|
||||||
|
* Jordi Ballester Alomar <<a class="reference external" href="mailto:jordi.ballester@eficent.com">jordi.ballester@eficent.com</a>></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>
|
33
account_move_budget/views/account_move_budget_line_views.xml
Normal file
33
account_move_budget/views/account_move_budget_line_views.xml
Normal file
@ -0,0 +1,33 @@
|
|||||||
|
<?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>
|
92
account_move_budget/views/account_move_budget_views.xml
Normal file
92
account_move_budget/views/account_move_budget_views.xml
Normal file
@ -0,0 +1,92 @@
|
|||||||
|
<?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>
|
Loading…
Reference in New Issue
Block a user