diff --git a/base_account_budget/README.rst b/base_account_budget/README.rst new file mode 100644 index 000000000..93537f8da --- /dev/null +++ b/base_account_budget/README.rst @@ -0,0 +1,41 @@ +Odoo 13 Budgets Management +============================= +* Budgets Management system for Odoo 13 Community edition + +Installation +============ + - www.odoo.com/documentation/13.0/setup/install.html + - Install our custom addon + +License +------- +General Public License, Version 3 (LGPL v3). +(https://www.odoo.com/documentation/user/13.0/legal/licenses/licenses.html) + +Company +------- +* 'Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: +(v13) Varsha Vivek @ Cybrosys, Contact: varsha@cybrosys.in + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit https://www.cybrosys.com + +Further information +=================== +HTML Description: ``__ + diff --git a/base_account_budget/__init__.py b/base_account_budget/__init__.py new file mode 100644 index 000000000..1a11da65d --- /dev/null +++ b/base_account_budget/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2019-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import models diff --git a/base_account_budget/__manifest__.py b/base_account_budget/__manifest__.py new file mode 100644 index 000000000..9118a3de5 --- /dev/null +++ b/base_account_budget/__manifest__.py @@ -0,0 +1,63 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2019-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +{ + 'name': 'Odoo 13 Budget Management', + 'version': '13.0.1.0.0', + 'summary': """ Budget Management for Odoo 13 Community Edition. """, + 'description': """ This module allows accountants to manage analytic and budgets. + + Once the Budgets are defined (in Accounting/Accounting/Budgets), the Project Managers + can set the planned amount on each Analytic Account. + + The accountant has the possibility to see the total of amount planned for each + Budget in order to ensure the total planned is not greater/lower than what he + planned for this Budget. Each list of record can also be switched to a graphical + view of it. + + Three reports are available: + + 1. The first is available from a list of Budgets. It gives the spreading, for + these Budgets, of the Analytic Accounts. + 2. The second is a summary of the previous one, it only gives the spreading, + for the selected Budgets, of the Analytic Accounts. + 3. The last one is available from the Analytic Chart of Accounts. It gives + the spreading, for the selected Analytic Accounts of Budgets. + Odoo 13 Budget Management,Odoo 13, Odoo 13 Budget, Odoo 13 Accounting, + Odoo 13 Account,Budget Management, Budget""", + 'category': 'Accounting', + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'depends': ['base', 'account'], + 'website': 'https://www.cybrosys.com', + 'data': [ + 'security/ir.model.access.csv', + 'security/account_budget_security.xml', + 'views/account_analytic_account_views.xml', + 'views/account_budget_views.xml', + ], + 'images': ['static/description/banner.png'], + 'license': 'LGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/base_account_budget/doc/RELEASE_NOTES.md b/base_account_budget/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..059effb6e --- /dev/null +++ b/base_account_budget/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 30.10.2019 +#### Version 13.0.1.0.0 +#### ADD +- Initial commit for base_account_budget diff --git a/base_account_budget/models/__init__.py b/base_account_budget/models/__init__.py new file mode 100644 index 000000000..2a08a54d2 --- /dev/null +++ b/base_account_budget/models/__init__.py @@ -0,0 +1,24 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2019-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# + +from . import account_budget +from . import account_analytic_account diff --git a/base_account_budget/models/account_analytic_account.py b/base_account_budget/models/account_analytic_account.py new file mode 100644 index 000000000..73625d7e4 --- /dev/null +++ b/base_account_budget/models/account_analytic_account.py @@ -0,0 +1,28 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2019-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class AccountAnalyticAccount(models.Model): + _inherit = "account.analytic.account" + + budget_line = fields.One2many('budget.lines', 'analytic_account_id', 'Budget Lines') diff --git a/base_account_budget/models/account_budget.py b/base_account_budget/models/account_budget.py new file mode 100644 index 000000000..c0f0546e6 --- /dev/null +++ b/base_account_budget/models/account_budget.py @@ -0,0 +1,187 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2019-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# + +from odoo import api, fields, models, _ +from odoo.exceptions import ValidationError + + +class AccountBudgetPost(models.Model): + _name = "account.budget.post" + _order = "name" + _description = "Budgetary Position" + + name = fields.Char('Name', required=True) + 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') + company_id = fields.Many2one('res.company', 'Company', required=True, + default=lambda self: self.env['res.company']._company_default_get( + 'account.budget.post')) + + def _check_account_ids(self, vals): + if 'account_ids' in vals: + account_ids = self.resolve_2many_commands('account_ids', vals['account_ids']) + else: + account_ids = self.account_ids + if not account_ids: + raise ValidationError(_('The budget must have at least one account.')) + + @api.model + def create(self, vals): + self._check_account_ids(vals) + return super(AccountBudgetPost, self).create(vals) + + def write(self, vals): + self._check_account_ids(vals) + return super(AccountBudgetPost, self).write(vals) + + +class Budget(models.Model): + _name = "budget.budget" + _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)]}) + 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') + budget_line = fields.One2many('budget.lines', 'budget_id', 'Budget Lines', + states={'done': [('readonly', True)]}, copy=True) + company_id = fields.Many2one('res.company', 'Company', required=True, + default=lambda self: self.env['res.company']._company_default_get( + 'account.budget.post')) + + def action_budget_confirm(self): + self.write({'state': 'confirm'}) + + def action_budget_draft(self): + self.write({'state': 'draft'}) + + def action_budget_validate(self): + self.write({'state': 'validate'}) + + def action_budget_cancel(self): + self.write({'state': 'cancel'}) + + def action_budget_done(self): + self.write({'state': 'done'}) + + +class BudgetLines(models.Model): + _name = "budget.lines" + _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) + 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', + string='Company', store=True, readonly=True) + + def _compute_practical_amount(self): + for line in self: + 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 + if line.analytic_account_id.id: + self.env.cr.execute(""" + SELECT SUM(amount) + FROM account_analytic_line + 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,)) + result = self.env.cr.fetchone()[0] or 0.0 + line.practical_amount = result + + def _compute_theoretical_amount(self): + today = fields.Datetime.now() + 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 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): + date_from = False + + if date_to > fields.Datetime.from_string(line.date_to): + date_to = fields.Datetime.from_string(line.date_to) + elif date_to < fields.Datetime.from_string(line.date_from): + date_to = False + + theo_amt = 0.00 + if date_from and date_to: + 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: + theo_amt = ( + 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): + 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.date_from) + elapsed_timedelta = fields.Datetime.from_string(today) - ( + fields.Datetime.from_string(line.date_from)) + + 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): + # 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 + else: + theo_amt = line.planned_amount + + line.theoretical_amount = theo_amt + + 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 + else: + line.percentage = 0.00 diff --git a/base_account_budget/security/account_budget_security.xml b/base_account_budget/security/account_budget_security.xml new file mode 100644 index 000000000..a152523ca --- /dev/null +++ b/base_account_budget/security/account_budget_security.xml @@ -0,0 +1,30 @@ + + + + + Budget post multi-company + + + ['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])] + + + + Budget multi-company + + + ['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])] + + + + Budget lines multi-company + + + ['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])] + + + + + + + + diff --git a/base_account_budget/security/ir.model.access.csv b/base_account_budget/security/ir.model.access.csv new file mode 100644 index 000000000..1cc44ad69 --- /dev/null +++ b/base_account_budget/security/ir.model.access.csv @@ -0,0 +1,7 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_budget_budget,budget.budget,model_budget_budget,account.group_account_manager,1,0,0,0 +access_account_budget_post,account.budget.post,model_account_budget_post,account.group_account_manager,1,0,0,0 +access_account_budget_post_accountant,account.budget.post accountant,model_account_budget_post,account.group_account_user,1,1,1,1 +access_budget_budget_accountant,budget.budget accountant,model_budget_budget,account.group_account_user,1,1,1,1 +access_budget_lines_accountant,budget.lines accountant,model_budget_lines,account.group_account_user,1,1,1,1 +access_budget,budget.lines manager,model_budget_lines,base.group_user,1,1,1,0 diff --git a/base_account_budget/static/description/banner.png b/base_account_budget/static/description/banner.png new file mode 100644 index 000000000..31379b3c4 Binary files /dev/null and b/base_account_budget/static/description/banner.png differ diff --git a/base_account_budget/static/description/cybro_logo.png b/base_account_budget/static/description/cybro_logo.png new file mode 100644 index 000000000..bb309114c Binary files /dev/null and b/base_account_budget/static/description/cybro_logo.png differ diff --git a/base_account_budget/static/description/icon.png b/base_account_budget/static/description/icon.png new file mode 100644 index 000000000..bd2404388 Binary files /dev/null and b/base_account_budget/static/description/icon.png differ diff --git a/base_account_budget/static/description/images/account_dynamic_report_banner.png b/base_account_budget/static/description/images/account_dynamic_report_banner.png new file mode 100644 index 000000000..b025b5c48 Binary files /dev/null and b/base_account_budget/static/description/images/account_dynamic_report_banner.png differ diff --git a/base_account_budget/static/description/images/base_account_budget-1.png b/base_account_budget/static/description/images/base_account_budget-1.png new file mode 100644 index 000000000..d9679b9a6 Binary files /dev/null and b/base_account_budget/static/description/images/base_account_budget-1.png differ diff --git a/base_account_budget/static/description/images/base_account_budget-2.png b/base_account_budget/static/description/images/base_account_budget-2.png new file mode 100644 index 000000000..2a6a1ace3 Binary files /dev/null and b/base_account_budget/static/description/images/base_account_budget-2.png differ diff --git a/base_account_budget/static/description/images/base_account_budget-3.png b/base_account_budget/static/description/images/base_account_budget-3.png new file mode 100644 index 000000000..456858935 Binary files /dev/null and b/base_account_budget/static/description/images/base_account_budget-3.png differ diff --git a/base_account_budget/static/description/images/base_account_budget-4.png b/base_account_budget/static/description/images/base_account_budget-4.png new file mode 100644 index 000000000..cee844e1a Binary files /dev/null and b/base_account_budget/static/description/images/base_account_budget-4.png differ diff --git a/base_account_budget/static/description/images/base_account_budget_window.png b/base_account_budget/static/description/images/base_account_budget_window.png new file mode 100644 index 000000000..c3d37e076 Binary files /dev/null and b/base_account_budget/static/description/images/base_account_budget_window.png differ diff --git a/base_account_budget/static/description/images/base_accounting_kit_banner.gif b/base_account_budget/static/description/images/base_accounting_kit_banner.gif new file mode 100644 index 000000000..7c28a1890 Binary files /dev/null and b/base_account_budget/static/description/images/base_accounting_kit_banner.gif differ diff --git a/base_account_budget/static/description/images/checked.png b/base_account_budget/static/description/images/checked.png new file mode 100644 index 000000000..578cedb80 Binary files /dev/null and b/base_account_budget/static/description/images/checked.png differ diff --git a/base_account_budget/static/description/images/crm_dashboard_banner.gif b/base_account_budget/static/description/images/crm_dashboard_banner.gif new file mode 100644 index 000000000..b80a0bfc9 Binary files /dev/null and b/base_account_budget/static/description/images/crm_dashboard_banner.gif differ diff --git a/base_account_budget/static/description/images/custome_gantt_banner.png b/base_account_budget/static/description/images/custome_gantt_banner.png new file mode 100644 index 000000000..edc204b88 Binary files /dev/null and b/base_account_budget/static/description/images/custome_gantt_banner.png differ diff --git a/base_account_budget/static/description/images/cybrosys.png b/base_account_budget/static/description/images/cybrosys.png new file mode 100644 index 000000000..d76b5bafb Binary files /dev/null and b/base_account_budget/static/description/images/cybrosys.png differ diff --git a/base_account_budget/static/description/images/mobile_service_shop_pro_banner.jpg b/base_account_budget/static/description/images/mobile_service_shop_pro_banner.jpg new file mode 100644 index 000000000..7a2e022ca Binary files /dev/null and b/base_account_budget/static/description/images/mobile_service_shop_pro_banner.jpg differ diff --git a/base_account_budget/static/description/images/report_maker_banner.gif b/base_account_budget/static/description/images/report_maker_banner.gif new file mode 100644 index 000000000..db6305f39 Binary files /dev/null and b/base_account_budget/static/description/images/report_maker_banner.gif differ diff --git a/base_account_budget/static/description/index.html b/base_account_budget/static/description/index.html new file mode 100644 index 000000000..7e3dd3b25 --- /dev/null +++ b/base_account_budget/static/description/index.html @@ -0,0 +1,608 @@ +
+ + cybrosys-logo + +
+ +
+
+
+

Odoo 13 Budget Management

+

Budget Management in Odoo 13 Community + Edition.

+
+

Key Highlights

+
    + +
  • + check + Budget management system in Odoo 13 community edition. +
    • +
  • + check + Manage analytics and budgets. +
    • +
  • + check + Budgetary Positions. +
    • +
  • + check + Reports made available. +
    • + +
+
+
+ +
+
+
+ +
+
+
+ + + +
+
+ +

Overview

+
+

+ This module allows accountants to manage analytics and budgets. + Once the budget is defined (in Accounting/Accounting/Budgets), the Project Managers + can set the planned amount on each Analytic Account. + The accountant got the possibility to see the total of amount planned for each + budget in order to ensure the total planned is not greater/lower than what he + planned for this budget. Each list of record can also be switched to a graphical + view of it. +

+
+ +
+ +

Odoo 13 Budget Management

+
+
    +
  • + check + Budget management system in Odoo 13 community edition. +
    • +
  • + check + Create and manage Budgetary Positions. +
    • +
  • + check + Manage budgets with analytic accounts. +
    • +
  • + check + Budgetary planning with planned amount on each Analytic Account. +
    • +
  • + check + Budgetary reports are also available. +
    • + +
+
+ + + +
+ +
+

Screenshots

+
+
+
+
+
+
+
+

+ check + Create Budget from Accounting > Accounting > Budget > Create. +

+
+ +
+
+
+
+
+

+ check + The Project Managers + can set the planned amount on each Analytic Account. +

+
+ +
+
+
+
+
+

+ check + Create Budgetary Positions from Accounting > Configuration > + Management > Budgetary Positions > Create. +

+
+ +
+
+
+
+
+

+ check + For Budget report, go to Accounting > Reporting > Management > + Budgets. +

+
+ +
+
+
+
+ + + +
+ +
+
+
+
+ + + + + + + + + + + + + + + + + + + + + +
+
    + + +
+
+
+
+
+
+ +
+

Suggested Products

+
+ +
+ + +
+

Our Service

+
+
+ +
+ +

+ + Odoo Customization

+
+
+ +

+ + Odoo Implementation

+
+
+ +

+ + Odoo Integration

+
+
+ +

+ + Odoo Support

+
+
+ +

+ + Hire Odoo Developers

+
+ +
+
+
+
+

Our Industries

+
+ +
+
+
+
+ Odoo Industry
+
+
+

+ + Trading

+

+ Easily procure and sell your products.

+
+
+
+
+
+ Odoo Industry +
+
+
+

+ + Manufacturing

+

+ Plan, track and schedule your operations.

+
+
+
+
+
+ + Odoo Industry
+
+
+

+ + Restaurant

+

+ Run your bar or restaurant methodical.

+
+
+
+
+
+ Odoo Industry
+
+
+

+ + POS

+

+ Easy configuring and convivial selling.

+
+
+
+
+
+ Odoo Industry
+
+
+

+ + E-commerce & Website

+

+ Mobile friendly, awe-inspiring product pages.

+
+
+
+
+
+ + Odoo Industry
+
+
+

+ + Hotel Management

+

+ An all-inclusive hotel management application.

+
+
+
+
+
+ + Odoo Industry
+
+
+

+ + Education

+

+ A Collaborative platform for educational management.

+
+
+
+
+
+ Odoo Industry
+
+
+

+ + Service Management

+

+ Keep track of services and invoice accordingly.

+
+
+
+
+
+ + +
+
+
+

Need Any Help?

+
+ +

If you have anything to share with us based on your use of this module, + please + let us know. We are ready to offer our support.

+
+

Email us

+

odoo@cybrosys.com / info@cybrosys.com

+ +
+
+

Contact Us

+ www.cybrosys.com +
+
+ +
+
+ + +
+
+
+ + +
+
+ +
+ + + + + + + + +
+
+
+
+ diff --git a/base_account_budget/views/account_analytic_account_views.xml b/base_account_budget/views/account_analytic_account_views.xml new file mode 100644 index 000000000..8a0d802fd --- /dev/null +++ b/base_account_budget/views/account_analytic_account_views.xml @@ -0,0 +1,38 @@ + + + + account.analytic.account.form.inherit.budget + account.analytic.account + + + + + + + + + + + + + + + + + + +
+ + + + + + + + +
+ + + + + \ No newline at end of file diff --git a/base_account_budget/views/account_budget_views.xml b/base_account_budget/views/account_budget_views.xml new file mode 100644 index 000000000..69950b4de --- /dev/null +++ b/base_account_budget/views/account_budget_views.xml @@ -0,0 +1,305 @@ + + + + account.budget.post.search + account.budget.post + + + + + + + + + + account.budget.post.tree + account.budget.post + + + + + + + + + + Budgetary Positions + account.budget.post + tree,kanban,form + + + + + + + + account.budget.post.form + account.budget.post + +
+ + + + + + + + + + + + + + + + +
+ + + + + budget.view.form + budget.budget + +
+
+
+ +
+
+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
+
+ + +
+ + + + + + budget.view.tree + budget.budget + + + + + + + + + + + + + + budget.kanban + budget.budget + + + + + + + + + +
+
+
+ + + +
+
+ + + +
+
+
+
+ + - + +
+
+ + + +
+
+
+ + + + + + + + Budgets + budget.budget + tree,kanban,form + + +

+ Click to create a new budget. +

+

+ A budget is a forecast of your company's income and/or expenses + expected for a period in the future. A budget is defined on some + financial accounts and/or analytic accounts (that may represent + projects, departments, categories of products, etc.) +

+

+ By keeping track of where your money goes, you may be less + likely to overspend, and more likely to meet your financial + goals. Forecast a budget by detailing the expected revenue per + analytic account and monitor its evolution based on the actuals + realised during that period. +

+ + + + + + account.budget.line.search + budget.lines + + + + + + + + + budget.line.tree + budget.lines + + + + + + + + + + + + + + + + + budget.line.form + budget.lines + +
+ + + + + + + + + + + + + + + +
+ + + + + Budgets + budget.lines + tree,form + + + + + + diff --git a/base_accounting_kit/README.rst b/base_accounting_kit/README.rst index e50aeb947..21bb2ff4d 100644 --- a/base_accounting_kit/README.rst +++ b/base_accounting_kit/README.rst @@ -1,18 +1,16 @@ Accounting Kit -============== +============================= * Full accounting kit for Odoo 13 community editions Installation ============ - - www.odoo.com/documentation/12.0/setup/install.html + - www.odoo.com/documentation/13.0/setup/install.html - Install our custom addon - - You need 'report_xlsx' module in order to get XLSX report. - - Install 'report_xlsx' from https://apps.odoo.com/apps/modules/12.0/report_xlsx/ License ------- -Odoo Proprietary License v1.0 (OPL-1) -(https://www.odoo.com/documentation/user/12.0/legal/licenses/licenses.html) +General Public License, Version 3 (LGPL v3). +(https://www.odoo.com/documentation/user/13.0/legal/licenses/licenses.html) Company ------- @@ -21,8 +19,10 @@ Company Credits ------- * Developer: -(v12) Milind Mohan @ Cybrosys, Contact: milind@cybrosys.in -(v12) Mashhood K U @ Cybrosys, Contact: mashood@cybrosys.in +(v13) Milind Mohan @ Cybrosys, Contact: milind@cybrosys.in +(v13) Mashhood K U @ Cybrosys, Contact: mashood@cybrosys.in +(v13) Sreejith @ Cybrosys, Contact: sreejith@cybrosys.in +(v13) Varsha Vivek @ Cybrosys, Contact: varsha@cybrosys.in Contacts -------- diff --git a/base_accounting_kit/__manifest__.py b/base_accounting_kit/__manifest__.py index 9ede472e7..af4b3a1a2 100644 --- a/base_accounting_kit/__manifest__.py +++ b/base_accounting_kit/__manifest__.py @@ -22,21 +22,31 @@ { 'name': 'Odoo 13 Full Accounting Kit', - 'version': '13.0.1.1.1', + 'version': '13.0.1.2.1', 'category': 'Accounting', - 'summary': """ This Module will bring back the accounting features such Asset Management, Accounting Reports, PDC Management, - Account Lock dates, Customer Credit Limit and Follow Ups, Day book, - Bank book and Cash book reports. """, - 'description': """ - Odoo 13 Accounting,Accounting Reports,Odoo13 Accounting PDF Reports, Asset Management, + 'summary': """ This Module will bring back the accounting features such + Asset Management, Budget Management, Accounting Reports, + PDC Management, Account Lock dates, Customer Credit Limit + and Follow Ups, Day book, Bank book and Cash book reports. + """, + 'description': """ + Odoo 13 Accounting,Accounting Reports, Odoo 13 Accounting + PDF Reports, Asset Management, Budget Management, Customer Credit Limit, Recurring Payment, PDC Management, Customer Follow-up, - Lock Dates into Odoo 13 Community Edition, Odoo Accounting,Odoo 13 Accounting Reports,Odoo 13,, Full Accounting, Complete Accounting, Odoo Community Accounting, Accounting for odoo 13, Full Accounting Package, Financial Reports, Financial Report for Odoo 13""", + Lock Dates into Odoo 13 Community Edition, + Odoo Accounting,Odoo 13 Accounting Reports,Odoo 13,, + Full Accounting, Complete Accounting, + Odoo Community Accounting, Accounting for odoo 13, + Full Accounting Package, + Financial Reports, Financial Report for Odoo 13 + """, 'author': ' Odoo SA,Cybrosys Techno Solutions', 'website': "https://www.cybrosys.com", 'company': 'Cybrosys Techno Solutions', 'maintainer': 'Cybrosys Techno Solutions', - 'depends': ['base', 'account', 'sale', 'account_check_printing'], + 'depends': ['base', 'account', 'sale', 'account_check_printing', + 'base_account_budget'], 'data': [ 'security/ir.model.access.csv', 'security/account_asset_security.xml', @@ -87,10 +97,9 @@ 'report/account_asset_report_views.xml', 'report/report.xml', ], - 'qweb': ['static/src/xml/*.xml'], 'license': 'LGPL-3', 'images': ['static/description/banner.gif'], 'installable': True, 'auto_install': False, 'application': False, -} +} \ No newline at end of file diff --git a/base_accounting_kit/doc/RELEASE_NOTES.md b/base_accounting_kit/doc/RELEASE_NOTES.md index ec6b1e22c..c8a5901f0 100644 --- a/base_accounting_kit/doc/RELEASE_NOTES.md +++ b/base_accounting_kit/doc/RELEASE_NOTES.md @@ -3,9 +3,14 @@ #### 23.10.2019 #### Version 13.0.1.0.0 #### ADD -- Initial commit for Dynamic Cash Book Report +- Initial commit for Odoo 13 accounting #### 28.10.2019 #### Version 13.0.1.1.1 #### FIX - Function Asset Changed. + +#### 31.10.2019 +#### Version 13.0.1.2.1 +#### ADD +- Added Budget Management. diff --git a/base_accounting_kit/static/description/images/base_account_budget-1.png b/base_accounting_kit/static/description/images/base_account_budget-1.png new file mode 100644 index 000000000..d9679b9a6 Binary files /dev/null and b/base_accounting_kit/static/description/images/base_account_budget-1.png differ diff --git a/base_accounting_kit/static/description/images/base_account_budget-2.png b/base_accounting_kit/static/description/images/base_account_budget-2.png new file mode 100644 index 000000000..2a6a1ace3 Binary files /dev/null and b/base_accounting_kit/static/description/images/base_account_budget-2.png differ diff --git a/base_accounting_kit/static/description/images/base_account_budget-3.png b/base_accounting_kit/static/description/images/base_account_budget-3.png new file mode 100644 index 000000000..456858935 Binary files /dev/null and b/base_accounting_kit/static/description/images/base_account_budget-3.png differ diff --git a/base_accounting_kit/static/description/images/base_account_budget-4.png b/base_accounting_kit/static/description/images/base_account_budget-4.png new file mode 100644 index 000000000..cee844e1a Binary files /dev/null and b/base_accounting_kit/static/description/images/base_account_budget-4.png differ diff --git a/base_accounting_kit/static/description/index.html b/base_accounting_kit/static/description/index.html index 51e187786..83b5d3f43 100644 --- a/base_accounting_kit/static/description/index.html +++ b/base_accounting_kit/static/description/index.html @@ -10,537 +10,747 @@

Odoo 13 Accounting

-

Asset Management, Accounting Reports, PDC Management, - Account Lock dates, Customer Credit Limit and Follow Ups, Day book, - Bank book and Cash book reports in Odoo 13 community edition.

+

+ Asset Management, Budget management, Accounting Reports, PDC Management, + Account Lock dates, Customer Credit Limit and Follow Ups, Day book, + Bank book and Cash book reports in Odoo 13 community edition. +

Key Highlights

    -
  • check +
  • check Asset management system.
    • -
  • check +
  • check + Budget management system. +
    • +
  • check Handle Post Dated Cheques.
    • -
  • check +
  • check Accounting lock dates.
    • -
  • check +
  • check Handle Recurring payments.
    • -
  • check +
  • check Customer credit limit and customer follow-up.
    • -
  • check +
  • check All Accounting reports.
    • -
  • check +
  • check Day book, Bank book and Cash book reports.
-
+
+
-
-
-
- -
-
+
- -

Overview

-
-

- This module will bring back the accounting features such as Account Reports, Asset Management - and Customer Follow Up into Odoo 13 Community Edition. Also new features are added to the - accounting module such as Customer Credit Limit, Recurring Payment, PDC Management and Lock Dates. -

-
+ +

Overview

+
+

+ This module will bring back the accounting features such as Account Reports, Asset + Management, + Budget management and Customer Follow Up into Odoo 13 Community Edition. Also new features + are + added to the accounting module such as Customer Credit Limit, Recurring Payment, PDC + Management + and Lock Dates. +

+
-
- -

Odoo 13 Accounting

-
-
    -
  • - check - Asset management system for Odoo 13 community edition. -
    • -
  • - check - PDC management is now in. -
    • -
  • - check - Accounting lock dates for Odoo 13 community edition. -
    • -
  • - check - Customer credit limit. -
    • -
  • - check - Handle Recurring payments in Odoo. -
    • -
  • - check - Manage Customer follow-ups. -
    • -
  • - check - Day book, Bank book and Cash book reports. -
    • -
  • - check - Financial reports. -
    • -
  • - check - Trial balance report. -
    • -
  • - check - Journal audit report. -
    • -
  • - check - General ledger report. -
    • -
  • - check - Partner ledger report. -
    • -
  • - check - Aged partner balance. -
    • -
  • - check - Tax reports. -
    • -
-
+ +

Odoo 13 Accounting

+
+
    +
  • + check + Asset management system for Odoo 13 community edition. +
    • +
  • + check + Budget management system for Odoo 13 Community Edition. +
    • +
  • + check + PDC management is now in Odoo 13 community edition. +
    • +
  • + check + Accounting lock dates for Odoo 13 community edition. +
    • +
  • + check + Customer credit limit. +
    • +
  • + check + Handle Recurring payments in Odoo. +
    • +
  • + check + Manage Customer follow-ups. +
    • +
  • + check + Day book, Bank book and Cash book reports. +
    • +
  • + check + Financial reports. +
    • +
  • + check + Trial balance report. +
    • +
  • + check + Journal audit report. +
    • +
  • + check + General ledger report. +
    • +
  • + check + Partner ledger report. +
    • +
  • + check + Aged partner balance. +
    • +
  • + check + Tax reports. +
    • +
+
- -
+ +
-
-

Screenshots

-
-
-
-
-
-
-
-

- check - Create Assets from Accounting > Accounting > Assets > Create. -

-
- +
+

Screenshots

+
+
+
+
+
+
+
+

+ check + Create Assets from Accounting > Accounting > Assets > Create. +

+
+ +
-
-
-
-

- check - Create Asset categories from Accounting > Configuration > Asset Types > Create. -

-
- +
+
+

+ check + Create Asset categories from Accounting > Configuration > Asset + Types > Create. +

+
+ +
-
-
-
-

- check - Create Asset from vendor bill. -

-
- +
+
+

+ check + Create Asset from vendor bill. +

+
+ +
+
+
+
+
+

+ check + Create Budget from Accounting > Accounting > Budget > Create. +

+
+ +
+
+
+
+
+

+ check + The Project Managers + can set the planned amount on each Analytic Account. +

+
+ +
+
+
+
+
+

+ check + Create Budgetary Positions from Accounting > Configuration > + Management > Budgetary Positions > Create. +

+
+ +
+
+
+
+
+

+ check + For Budget report, go to Accounting > Reporting > Management > + Budgets. +

+
+ +
-

- check +

+ check Manage post dated checks.

- +
-

- check +

+ check Accounting lock dates for community edition.

- +
-

- check - Create recurring templates from Accounting > Configuration > Recurring Templates. +

+ check + Create recurring templates from Accounting > Configuration > + Recurring Templates.

- +
-

- check +

+ check Create recurring entries.

- +
-

- check - Manage Customer Follow-ups from Accounting > Customers > Follow-up Reports +

+ check + Manage Customer Follow-ups from Accounting > Customers > Follow-up + Reports

- +
-

- check +

+ check Generate accounting PDF reports from Accounting > Reporting

- +
-

- check +

+ check Day book reporting.

- +
-

- check +

+ check Day book report.

- +
-

- check +

+ check Bank book reporting.

- +
-

- check +

+ check Bank book report.

- +
-

- check +

+ check Cash book reporting.

- +
-

- check +

+ check Cash book report.

- +
-

- check +

+ check Financial reports.
Profit and Loss reporting.

- +
-

- check +

+ check Profit and Loss report.

- +
-

- check +

+ check Balance sheet reporting.

- +
-

- check +

+ check Balance sheet report.

- +
-

- check +

+ check Trial balance reporting.

- +
-

- check +

+ check Trial balance report.

- +
-

- check +

+ check Journal Audit reporting.

- +
-

- check +

+ check Journal Audit report.

- +
-

- check +

+ check General Ledger reporting.

- +
-

- check +

+ check General Ledger report.

- +
-

- check +

+ check Partner Ledger reporting.

- +
-

- check +

+ check Partner Ledger report.

- +
-

- check +

+ check Aged Partner Balance reporting.

- +
-

- check +

+ check Aged Partner Balance report.

- +
-

- check +

+ check Tax reporting.

- +
-

- check +

+ check Tax report.

- +
@@ -552,113 +762,113 @@ style="left:-25px;width: 35px;color: #000;"> - + -
- -
+ +
+
-
- - - - - - - + + + + + + + - - - - - + + + + + - - + + - -
-
    + +
    +
      -
    +
+
- - - -
-

Suggested Products

-
-
+ +
+

Suggested Products

+
+ - - - - -
+ + + + +
@@ -878,61 +1088,64 @@ -
+ -
-
-
+
+
-

Need Any Help?

-
+

Need Any Help?

+
-

If you have anything to share with us based on your use of this module, please - let us know. We are ready to offer our support.

-
-

Email us

-

odoo@cybrosys.com / info@cybrosys.com

+

If you have anything to share with us based on your use of this module, + please + let us know. We are ready to offer our support.

+
+

Email us

+

odoo@cybrosys.com / info@cybrosys.com

+
+
+

Contact Us

+ www.cybrosys.com +
-
-

Contact Us

- www.cybrosys.com -
-
-
-
+ + -
-
-
+
+
+
+
+
+ +
+ + + + + + + + +
-
- -
- - - - - - - - -
-
-
+ diff --git a/base_accounting_kit/views/account_asset_views.xml b/base_accounting_kit/views/account_asset_views.xml index b626af1e2..3a0cb9645 100644 --- a/base_accounting_kit/views/account_asset_views.xml +++ b/base_accounting_kit/views/account_asset_views.xml @@ -107,21 +107,21 @@ - - - - - - - - - - - - - - - + + account.asset.category.search + account.asset.category + + + + + + + + + + + + account.asset.asset.form @@ -275,24 +275,24 @@ - - - - - - - - - - - - - - - - - - + + account.asset.asset.search + account.asset.asset + + + + + + + + + + + + + + + diff --git a/base_accounting_kit/wizard/tax_report.xml b/base_accounting_kit/wizard/tax_report.xml index 1de2620de..b57d30abf 100644 --- a/base_accounting_kit/wizard/tax_report.xml +++ b/base_accounting_kit/wizard/tax_report.xml @@ -22,7 +22,6 @@ Tax Reports account.tax.report ir.actions.act_window - form {}