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Jan 8 [UPDT] : Updated 'base_account_budget'

pull/313/head
AjmalCybro 1 year ago
parent
6b1d766722
commit
caacdff434
3 changed files with 60 additions and 30 deletions
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  1. 2
      base_account_budget/__manifest__.py
  2. 4
      base_account_budget/doc/RELEASE_NOTES.md
  3. 84
      base_account_budget/models/account_budget.py

2
base_account_budget/__manifest__.py
View File

@ -21,7 +21,7 @@
#############################################################################
{
'name': 'Odoo 17 Budget Management',
'version': '17.0.1.0.0',
'version': '17.0.1.0.1',
'category': 'Accounting',
'summary': """ Budget Management for Odoo 17 Community Edition. """,
'description': """ This module allows accountants to manage analytic and

4
base_account_budget/doc/RELEASE_NOTES.md
View File

@ -5,3 +5,7 @@
#### ADD
- Initial commit for Budget Management
#### 02.01.2024
#### Version 17.0.1.0.1
#### FIX
- Bug Fixed, states and tracking_visibility parameter removed from the fields of budget.budget model.

84
base_account_budget/models/account_budget.py
View File

@ -30,11 +30,14 @@ class AccountBudgetPost(models.Model):
_description = "Budgetary Position"
name = fields.Char('Name', required=True)
account_ids = fields.Many2many('account.account', 'account_budget_rel', 'budget_id', 'account_id', 'Accounts',
account_ids = fields.Many2many('account.account', 'account_budget_rel',
'budget_id', 'account_id', 'Accounts',
domain=[('deprecated', '=', False)])
budget_line = fields.One2many('budget.lines', 'general_budget_id', 'Budget Lines')
budget_line = fields.One2many('budget.lines', 'general_budget_id',
'Budget Lines')
company_id = fields.Many2one('res.company', 'Company', required=True,
default=lambda self: self.env['res.company']._company_default_get(
default=lambda self: self.env[
'res.company']._company_default_get(
'account.budget.post'))
def _check_account_ids(self, vals):
@ -43,7 +46,8 @@ class AccountBudgetPost(models.Model):
else:
account_ids = self.account_ids
if not account_ids:
raise ValidationError(_('The budget must have at least one account.'))
raise ValidationError(
_('The budget must have at least one account.'))
@api.model
def create(self, vals):
@ -60,21 +64,24 @@ class Budget(models.Model):
_description = "Budget"
_inherit = ['mail.thread']
name = fields.Char('Budget Name', required=True, states={'done': [('readonly', True)]})
creating_user_id = fields.Many2one('res.users', 'Responsible', default=lambda self: self.env.user)
date_from = fields.Date('Start Date', required=True, states={'done': [('readonly', True)]})
date_to = fields.Date('End Date', required=True, states={'done': [('readonly', True)]})
name = fields.Char('Budget Name', required=True)
creating_user_id = fields.Many2one('res.users', 'Responsible',
default=lambda self: self.env.user)
date_from = fields.Date('Start Date', required=True)
date_to = fields.Date('End Date', required=True)
state = fields.Selection([
('draft', 'Draft'),
('cancel', 'Cancelled'),
('confirm', 'Confirmed'),
('validate', 'Validated'),
('done', 'Done')
], 'Status', default='draft', index=True, required=True, readonly=True, copy=False, track_visibility='always')
], 'Status', default='draft', index=True, required=True, readonly=True,
copy=False, tracking=True)
budget_line = fields.One2many('budget.lines', 'budget_id', 'Budget Lines',
states={'done': [('readonly', True)]}, copy=True)
copy=True)
company_id = fields.Many2one('res.company', 'Company', required=True,
default=lambda self: self.env['res.company']._company_default_get(
default=lambda self: self.env[
'res.company']._company_default_get(
'account.budget.post'))
def action_budget_confirm(self):
@ -98,17 +105,24 @@ class BudgetLines(models.Model):
_rec_name = "budget_id"
_description = "Budget Line"
budget_id = fields.Many2one('budget.budget', 'Budget', ondelete='cascade', index=True, required=True)
analytic_account_id = fields.Many2one('account.analytic.account', 'Analytic Account')
general_budget_id = fields.Many2one('account.budget.post', 'Budgetary Position', required=True)
budget_id = fields.Many2one('budget.budget', 'Budget', ondelete='cascade',
index=True, required=True)
analytic_account_id = fields.Many2one('account.analytic.account',
'Analytic Account')
general_budget_id = fields.Many2one('account.budget.post',
'Budgetary Position', required=True)
date_from = fields.Date('Start Date', required=True)
date_to = fields.Date('End Date', required=True)
paid_date = fields.Date('Paid Date')
planned_amount = fields.Float('Planned Amount', required=True, digits=0)
practical_amount = fields.Float(compute='_compute_practical_amount', string='Practical Amount', digits=0)
theoretical_amount = fields.Float(compute='_compute_theoretical_amount', string='Theoretical Amount', digits=0)
percentage = fields.Float(compute='_compute_percentage', string='Achievement')
company_id = fields.Many2one(related='budget_id.company_id', comodel_name='res.company',
practical_amount = fields.Float(compute='_compute_practical_amount',
string='Practical Amount', digits=0)
theoretical_amount = fields.Float(compute='_compute_theoretical_amount',
string='Theoretical Amount', digits=0)
percentage = fields.Float(compute='_compute_percentage',
string='Achievement')
company_id = fields.Many2one(related='budget_id.company_id',
comodel_name='res.company',
string='Company', store=True, readonly=True)
def _compute_practical_amount(self):
@ -116,7 +130,8 @@ class BudgetLines(models.Model):
result = 0.0
acc_ids = line.general_budget_id.account_ids.ids
date_to = self.env.context.get('wizard_date_to') or line.date_to
date_from = self.env.context.get('wizard_date_from') or line.date_from
date_from = self.env.context.get(
'wizard_date_from') or line.date_from
if line.analytic_account_id.id:
self.env.cr.execute("""
SELECT SUM(amount)
@ -124,7 +139,8 @@ class BudgetLines(models.Model):
WHERE account_id=%s
AND date between %s AND %s
AND general_account_id=ANY(%s)""",
(line.analytic_account_id.id, date_from, date_to, acc_ids,))
(line.analytic_account_id.id, date_from,
date_to, acc_ids,))
result = self.env.cr.fetchone()[0] or 0.0
line.practical_amount = result
@ -133,9 +149,13 @@ class BudgetLines(models.Model):
for line in self:
# Used for the report
if self.env.context.get('wizard_date_from') and self.env.context.get('wizard_date_to'):
date_from = fields.Datetime.from_string(self.env.context.get('wizard_date_from'))
date_to = fields.Datetime.from_string(self.env.context.get('wizard_date_to'))
if self.env.context.get(
'wizard_date_from') and self.env.context.get(
'wizard_date_to'):
date_from = fields.Datetime.from_string(
self.env.context.get('wizard_date_from'))
date_to = fields.Datetime.from_string(
self.env.context.get('wizard_date_to'))
if date_from < fields.Datetime.from_string(line.date_from):
date_from = fields.Datetime.from_string(line.date_from)
elif date_from > fields.Datetime.from_string(line.date_to):
@ -148,7 +168,8 @@ class BudgetLines(models.Model):
theo_amt = 0.00
if date_from and date_to:
line_timedelta = fields.Datetime.from_string(line.date_to) - fields.Datetime.from_string(
line_timedelta = fields.Datetime.from_string(
line.date_to) - fields.Datetime.from_string(
line.date_from)
elapsed_timedelta = date_to - date_from
if elapsed_timedelta.days > 0:
@ -156,12 +177,15 @@ class BudgetLines(models.Model):
elapsed_timedelta.total_seconds() / line_timedelta.total_seconds()) * line.planned_amount
else:
if line.paid_date:
if fields.Datetime.from_string(line.date_to) <= fields.Datetime.from_string(line.paid_date):
if fields.Datetime.from_string(
line.date_to) <= fields.Datetime.from_string(
line.paid_date):
theo_amt = 0.00
else:
theo_amt = line.planned_amount
else:
line_timedelta = fields.Datetime.from_string(line.date_to) - fields.Datetime.from_string(
line_timedelta = fields.Datetime.from_string(
line.date_to) - fields.Datetime.from_string(
line.date_from)
elapsed_timedelta = fields.Datetime.from_string(today) - (
fields.Datetime.from_string(line.date_from))
@ -169,8 +193,9 @@ class BudgetLines(models.Model):
if elapsed_timedelta.days < 0:
# If the budget line has not started yet, theoretical amount should be zero
theo_amt = 0.00
elif line_timedelta.days > 0 and fields.Datetime.from_string(today) < fields.Datetime.from_string(
line.date_to):
elif line_timedelta.days > 0 and fields.Datetime.from_string(
today) < fields.Datetime.from_string(
line.date_to):
# If today is between the budget line date_from and date_to
theo_amt = (
elapsed_timedelta.total_seconds() / line_timedelta.total_seconds()) * line.planned_amount
@ -182,6 +207,7 @@ class BudgetLines(models.Model):
def _compute_percentage(self):
for line in self:
if line.theoretical_amount != 0.00:
line.percentage = float((line.practical_amount or 0.0) / line.theoretical_amount) * 100
line.percentage = float((
line.practical_amount or 0.0) / line.theoretical_amount) * 100
else:
line.percentage = 0.00

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