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| author | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 17:14:58 +0700 |
|---|---|---|
| committer | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 17:14:58 +0700 |
| commit | 1ca3b3df3421961caec3b747a364071c80f5c7da (patch) | |
| tree | 6778a1f0f3f9b4c6e26d6d87ccde16e24da6c9d6 /base_account_budget | |
| parent | b57188be371d36d96caac4b8d65a40745c0e972c (diff) | |
initial commit
Diffstat (limited to 'base_account_budget')
46 files changed, 1380 insertions, 0 deletions
diff --git a/base_account_budget/README.rst b/base_account_budget/README.rst new file mode 100644 index 0000000..4b8b5ca --- /dev/null +++ b/base_account_budget/README.rst @@ -0,0 +1,42 @@ +Odoo 14 Budgets Management +============================= +* Budgets Management system for Odoo 14 Community edition + +Installation +============ + - www.odoo.com/documentation/14.0/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 <https://cybrosys.com/>`__ + +Credits +------- +* Developer: +(v13) Varsha Vivek @ Cybrosys +(v14) Sachin @ Cybrosys + +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: `<static/description/index.html>`__ + diff --git a/base_account_budget/__init__.py b/base_account_budget/__init__.py new file mode 100644 index 0000000..1a11da6 --- /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(<https://www.cybrosys.com>) +# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) +# +# 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 <http://www.gnu.org/licenses/>. +# +############################################################################# +from . import models diff --git a/base_account_budget/__manifest__.py b/base_account_budget/__manifest__.py new file mode 100644 index 0000000..a54d682 --- /dev/null +++ b/base_account_budget/__manifest__.py @@ -0,0 +1,63 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2020-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) +# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) +# +# 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 <http://www.gnu.org/licenses/>. +# +############################################################################# +{ + 'name': 'Odoo 14 Budget Management', + 'version': '14.0.1.0.1', + 'summary': """ Budget Management for Odoo 14 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 14 Budget Management,Odoo 14, Odoo 14 Budget, Odoo 14 Accounting, + Odoo 14 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 0000000..05dd750 --- /dev/null +++ b/base_account_budget/doc/RELEASE_NOTES.md @@ -0,0 +1,11 @@ +## Module <kit_account_budget> + +#### 03.10.2020 +#### Version 14.0.1.0.0 +#### ADD +- Initial commit for base_account_budget + +#### 03.05.2021 +#### Version 14.0.1.0.1 +#### UPDT +- Depends Removed diff --git a/base_account_budget/models/__init__.py b/base_account_budget/models/__init__.py new file mode 100644 index 0000000..2a08a54 --- /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(<https://www.cybrosys.com>) +# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) +# +# 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 <http://www.gnu.org/licenses/>. +# +############################################################################# + +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 0000000..73625d7 --- /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(<https://www.cybrosys.com>) +# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) +# +# 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 <http://www.gnu.org/licenses/>. +# +############################################################################# +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 0000000..ab9674d --- /dev/null +++ b/base_account_budget/models/account_budget.py @@ -0,0 +1,188 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2019-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) +# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) +# +# 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 <http://www.gnu.org/licenses/>. +# +############################################################################# + +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 = vals['account_ids'] + # 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 0000000..a152523 --- /dev/null +++ b/base_account_budget/security/account_budget_security.xml @@ -0,0 +1,30 @@ +<?xml version="1.0" encoding="utf-8"?> +<odoo> + <data noupdate="1"> + <record id="budget_post_comp_rule" model="ir.rule"> + <field name="name">Budget post multi-company</field> + <field name="model_id" ref="model_account_budget_post"/> + <field eval="True" name="global"/> + <field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field> + </record> + + <record id="budget_comp_rule" model="ir.rule"> + <field name="name">Budget multi-company</field> + <field name="model_id" ref="model_budget_budget"/> + <field eval="True" name="global"/> + <field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field> + </record> + + <record id="budget_lines_comp_rule" model="ir.rule"> + <field name="name">Budget lines multi-company</field> + <field name="model_id" ref="model_budget_lines"/> + <field eval="True" name="global"/> + <field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field> + </record> + + <record model="res.users" id="base.user_root"> + <field eval="[(4,ref('analytic.group_analytic_accounting'))]" name="groups_id"/> + </record> + + </data> +</odoo> 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 0000000..fa665f3 --- /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,1,1,1,1
+access_account_budget_post,account.budget.post,model_account_budget_post,account.group_account_manager,1,1,1,1
+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
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+ <div class="row" style="height: 900px !important;">
+ <div class="col-sm-12 col-md-12 col-lg-12"
+ style="padding: 4rem 1rem !important; background-color: #714B67 !important; height: 600px !important; border-radius: 20px !important;">
+ <h1
+ style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #FFFFFF !important; font-size: 3.5rem !important; text-align: center !important;">
+ Odoo 14 Budget Management</h1>
+ <p
+ style="font-family: 'Montserrat', sans-serif !important; font-weight: 300 !important; color: #FFFFFF !important; font-size: 1.4rem !important; text-align: center !important;">
+ Budget Management in Odoo 14 Community Edition
+ </p>
+ <img src="./assets/screenshots/hero.png" class="img-responsive" width="100%" height="auto" />
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-md-12" style="border-bottom: 1px solid #d5d5d5 !important; margin-bottom: 2rem !important">
+ <h2
+ style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
+ <i class="fa fa-compass mr-2"></i>Explore this module
+ </h2>
+ </div>
+ <div class="col-md-6">
+ <a href="#overview" style="text-decoration: none !important;">
+ <div class="row"
+ style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;">
+ <div class="col-8">
+ <h3
+ style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;">
+ Overview</h3>
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;">
+ Learn more about this module</p>
+ </div>
+ <div class="col-4 text-right d-flex justify-content-end align-items-center">
+ <i class="fa fa-chevron-right" style="color: #714B67 !important;"></i>
+ </div>
+ </div>
+ </a>
+ </div>
+
+ <div class="col-md-6">
+ <a href="#features" style="text-decoration: none !important;">
+ <div class="row"
+ style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;">
+ <div class="col-8">
+ <h3
+ style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;">
+ Features</h3>
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;">
+ View features of this module</p>
+ </div>
+ <div class="col-4 text-right d-flex justify-content-end align-items-center">
+ <i class="fa fa-chevron-right" style="color: #714B67 !important;"></i>
+ </div>
+ </div>
+ </a>
+ </div>
+ <div class="col-md-6">
+ <a href="#screenshots" style="text-decoration: none !important;">
+ <div class="row"
+ style="background-color: #f5f2f5 !important; border-radius: 10px !important; margin: 1rem !important; padding: 1.5em !important; height: 100px !important;">
+ <div class="col-8">
+ <h3
+ style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.2rem !important;">
+ Screenshots</h3>
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #714B67 !important; font-size: 0.9rem !important;">
+ See key screenshots of this module</p>
+ </div>
+ <div class="col-4 text-right d-flex justify-content-end align-items-center">
+ <i class="fa fa-chevron-right" style="color: #714B67 !important;"></i>
+ </div>
+ </div>
+ </a>
+ </div>
+
+ </div>
+
+
+ <div class="row" id="overview">
+ <div class="col-md-12" style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important">
+ <h2
+ style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
+ <i class="fa fa-pie-chart mr-2"></i>Overview
+ </h2>
+ </div>
+
+ <div class="col-mg-12 pl-3">
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important; line-height: 30px !important;">
+ 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.
+ </p>
+
+ </div>
+ </div>
+
+ <div class="row" id="features">
+ <div class="col-md-12" style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important">
+ <h2
+ style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
+ <i class="fa fa-star mr-2"></i>Features
+ </h2>
+ </div>
+
+ <div class="col-md-6 pl-3 py-3 d-flex">
+ <div>
+ <img src="assets/icons/check.png">
+ </div>
+ <div>
+ <h4
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+ Odoo 14 Community Edition Support</h4>
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+ Budget management system in Odoo 14 Community Edition.</p>
+ </div>
+ </div>
+
+ <div class="col-md-6 pl-3 py-3 d-flex">
+ <div>
+ <img src="assets/icons/check.png">
+ </div>
+ <div>
+ <h4
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+ Budgetary Positions</h4>
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+ Create and manage Budgetary Positions.</p>
+ </div>
+ </div>
+
+
+ <div class="col-md-6 pl-3 py-3 d-flex">
+ <div>
+ <img src="assets/icons/check.png">
+ </div>
+ <div>
+ <h4
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+ Manage with Analytic Accounts</h4>
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+ Manage budgets with analytic accounts.</p>
+ </div>
+ </div>
+
+ <div class="col-md-6 pl-3 py-3 d-flex">
+ <div>
+ <img src="assets/icons/check.png">
+ </div>
+ <div>
+ <h4
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+ Budgetary Planning with Planned Amount</h4>
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+ Budgetary planning with planned amount on each Analytic Account.</p>
+ </div>
+ </div>
+
+ <div class="col-md-6 pl-3 py-3 d-flex">
+ <div>
+ <img src="assets/icons/check.png">
+ </div>
+ <div>
+ <h4
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+ Budgetary Reports</h4>
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+ Budgetary reports are also available.</p>
+ </div>
+ </div>
+
+ </div>
+
+ <div class="row" id="screenshots">
+ <div class="col-md-12" style="border-bottom: 1px solid #d5d5d5 !important; margin: 2rem 0 !important">
+ <h2
+ style="font-family: 'Montserrat', sans-serif !important; font-weight: 600 !important; color: #714B67 !important; font-size: 1.5rem !important;">
+ <i class="fa fa-image mr-2"></i>Screenshots
+ </h2>
+ </div>
+
+ <div class="col-lg-12 my-2">
+ <h4 class="mt-2"
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+ Creating Budget</h4>
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+ Create Budget from Accounting > Accounting > Budget > Create.</p>
+ <img src="assets/screenshots/base_account_budget-1.png" class="img-responsive img-thumbnail border"
+ width="100%" height="auto" />
+ </div>
+
+ <div class="col-lg-12 my-2">
+ <h4 class="mt-2"
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+ Set Analytic Account by Project Managers</h4>
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+ The Project Managers can set the planned amount on each Analytic Account.</p>
+ <img src="assets/screenshots/base_account_budget-4.png" class="img-responsive img-thumbnail border"
+ width="100%" height="auto" />
+ </div>
+
+
+ <div class="col-lg-12 my-2">
+ <h4 class="mt-2"
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+ Create Budgetary Positions</h4>
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+ Create Budgetary Positions from Accounting > Configuration > Management > Budgetary Positions >
+ Create.</p>
+ <img src="assets/screenshots/base_account_budget-2.png" class="img-responsive img-thumbnail border"
+ width="100%" height="auto" />
+ </div>
+
+ <div class="col-lg-12 my-2">
+ <h4 class="mt-2"
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 600 !important; color: #282F33 !important; font-size: 1.3rem !important;">
+ Budget report</h4>
+ <p
+ style="font-family: 'Roboto', sans-serif !important; font-weight: 400 !important; color: #282F33 !important; font-size: 1rem !important;">
+ For Budget report, go to Accounting > Reporting > Management > Budgets.</p>
+ <img src="assets/screenshots/base_account_budget-3.png" class="img-responsive img-thumbnail border"
+ width="100%" height="auto" />
+ </div>
+
+ </div>
+
+ <!-- SUGGESTED PRODUCTS -->
+ <div class="row">
+ <div class="col-lg-12 d-flex flex-column justify-content-center"
+ style="text-align: center; padding: 2.5rem 1rem !important;">
+ <h2 style="color: #212529 !important;">Suggested Products</h2>
+ <hr
+ style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;" />
+
+ <div id="demo1" class="row carousel slide" data-ride="carousel">
+ <!-- The slideshow -->
+ <div class="carousel-inner">
+ <div class="carousel-item active" style="min-height:0px">
+ <div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" style="float:left">
+ <a href="https://apps.odoo.com/apps/modules/14.0/dynamic_accounts_report/" target="_blank">
+ <div style="border-radius:10px">
+ <img class="img img-responsive center-block"
+ style="border-top-left-radius:10px; border-top-right-radius:10px"
+ src="./assets/modules/dynamic_image.png">
+ </div>
+ </a>
+ </div>
+ <div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" style="float:left">
+ <a href="https://apps.odoo.com/apps/modules/14.0/product_return_pos/" target="_blank">
+ <div style="border-radius:10px">
+ <img class="img img-responsive center-block"
+ style="border-top-left-radius:10px; border-top-right-radius:10px"
+ src="./assets/modules/product_return_image.png">
+ </div>
+ </a>
+ </div>
+ <div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" style="float:left">
+ <a href="https://apps.odoo.com/apps/modules/14.0/product_approval_management/"
+ target="_blank">
+ <div style="border-radius:10px">
+ <img class="img img-responsive center-block"
+ style="border-top-left-radius:10px; border-top-right-radius:10px"
+ src="./assets/modules/approval_image.png">
+ </div>
+ </a>
+ </div>
+ </div>
+ <div class="carousel-item" style="min-height:0px">
+ <div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" style="float:left">
+ <a href="https://apps.odoo.com/apps/modules/14.0/mrp_work_order_print/" target="_blank">
+ <div style="border-radius:10px">
+ <img class="img img-responsive center-block"
+ style="border-top-left-radius:10px; border-top-right-radius:10px"
+ src="./assets/modules/print_image.png">
+ </div>
+ </a>
+ </div>
+ <div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" style="float:left">
+ <a href="https://apps.odoo.com/apps/modules/14.0/list_view_sticky_header/" target="_blank">
+ <div style="border-radius:10px">
+ <img class="img img-responsive center-block"
+ style="border-top-left-radius:10px; border-top-right-radius:10px"
+ src="./assets/modules/list_view_image.png">
+ </div>
+ </a>
+ </div>
+ <div class="col-xs-12 col-sm-4 col-md-4 mb16 mt16" style="float:left">
+ <a href="https://apps.odoo.com/apps/modules/14.0/multiple_reference_per_product/"
+ target="_blank">
+ <div style="border-radius:10px">
+ <img class="img img-responsive center-block"
+ style="border-top-left-radius:10px; border-top-right-radius:10px"
+ src="./assets/modules/multiple_ref_image.png">
+ </div>
+ </a>
+ </div>
+ </div>
+ </div>
+ <!-- Left and right controls -->
+ <a class="carousel-control-prev" href="#demo1" data-slide="prev"
+ style="left:-25px;width: 35px;color: #000;"> <span class="carousel-control-prev-icon"><i
+ class="fa fa-chevron-left" style="font-size:24px"></i></span> </a> <a
+ class="carousel-control-next" href="#demo1" data-slide="next"
+ style="right:-25px;width: 35px;color: #000;">
+ <span class="carousel-control-next-icon"><i class="fa fa-chevron-right"
+ style="font-size:24px"></i></span>
+ </a>
+ </div>
+ </div>
+ </div>
+ <!-- END OF SUGGESTED PRODUCTS -->
+
+
+ <!-- OUR SERVICES -->
+ <section class="container" style="margin-top: 6rem !important;">
+ <div class="row">
+ <div class="col-lg-12 d-flex flex-column justify-content-center align-items-center">
+ <h2 style="color: #212529 !important;">Our Services</h2>
+ <hr
+ style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;" />
+ </div>
+
+ <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+ <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+ style="background-color: #1dd1a1 !important; border-radius: 15px !important; height: 80px; width: 80px;">
+ <img src="assets/icons/cogs.png" class="img-responsive" height="48px" width="48px">
+ </div>
+ <h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+ Odoo
+ Customization</h6>
+ </div>
+
+ <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+ <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+ style="background-color: #ff6b6b !important; border-radius: 15px !important; height: 80px; width: 80px;">
+ <img src="assets/icons/wrench.png" class="img-responsive" height="48px" width="48px">
+ </div>
+ <h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+ Odoo
+ Implementation</h6>
+ </div>
+
+ <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+ <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+ style="background-color: #6462CD !important; border-radius: 15px !important; height: 80px; width: 80px;">
+ <img src="assets/icons/lifebuoy.png" class="img-responsive" height="48px" width="48px">
+ </div>
+ <h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+ Odoo
+ Support</h6>
+ </div>
+
+
+ <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+ <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+ style="background-color: #ffa801 !important; border-radius: 15px !important; height: 80px; width: 80px;">
+ <img src="assets/icons/user.png" class="img-responsive" height="48px" width="48px">
+ </div>
+ <h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+ Hire
+ Odoo
+ Developer</h6>
+ </div>
+
+ <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+ <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+ style="background-color: #54a0ff !important; border-radius: 15px !important; height: 80px; width: 80px;">
+ <img src="assets/icons/puzzle.png" class="img-responsive" height="48px" width="48px">
+ </div>
+ <h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+ Odoo
+ Integration</h6>
+ </div>
+
+ <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+ <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+ style="background-color: #6d7680 !important; border-radius: 15px !important; height: 80px; width: 80px;">
+ <img src="assets/icons/update.png" class="img-responsive" height="48px" width="48px">
+ </div>
+ <h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+ Odoo
+ Migration</h6>
+ </div>
+
+
+ <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+ <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+ style="background-color: #786fa6 !important; border-radius: 15px !important; height: 80px; width: 80px;">
+ <img src="assets/icons/consultation.png" class="img-responsive" height="48px" width="48px">
+ </div>
+ <h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+ Odoo
+ Consultancy</h6>
+ </div>
+
+ <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+ <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+ style="background-color: #f8a5c2 !important; border-radius: 15px !important; height: 80px; width: 80px;">
+ <img src="assets/icons/training.png" class="img-responsive" height="48px" width="48px">
+ </div>
+ <h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+ Odoo
+ Implementation</h6>
+ </div>
+
+ <div class="col-lg-4 d-flex flex-column justify-content-center align-items-center my-4">
+ <div class="d-flex justify-content-center align-items-center mx-3 my-3"
+ style="background-color: #e6be26 !important; border-radius: 15px !important; height: 80px; width: 80px;">
+ <img src="assets/icons/license.png" class="img-responsive" height="48px" width="48px">
+ </div>
+ <h6 class="text-center" style="font-family: Montserrat, 'sans-serif' !important; font-weight: bold;">
+ Odoo
+ Licensing Consultancy</h6>
+ </div>
+ </div>
+ </section>
+ <!-- END OF END OF OUR SERVICES -->
+
+ <!-- OUR INDUSTRIES -->
+ <section class="container" style="margin-top: 6rem !important;">
+ <div class="row">
+ <div class="col-lg-12 d-flex flex-column justify-content-center align-items-center">
+ <h2 style="color: #212529 !important;">Our Industries</h2>
+ <hr
+ style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;" />
+ </div>
+
+ <div class="col-lg-3">
+ <div class="my-4 d-flex flex-column justify-content-center"
+ style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+ <img src="./assets/icons/trading-black.png" class="img-responsive mb-3" height="48px" width="48px">
+ <h5
+ style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+ Trading
+ </h5>
+ <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+ Easily procure
+ and
+ sell your products</p>
+ </div>
+ </div>
+
+ <div class="col-lg-3">
+ <div class="my-4 d-flex flex-column justify-content-center"
+ style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+ <img src="./assets/icons/pos-black.png" class="img-responsive mb-3" height="48px" width="48px">
+ <h5
+ style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+ POS
+ </h5>
+ <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+ Easy
+ configuration
+ and convivial experience</p>
+ </div>
+ </div>
+
+ <div class="col-lg-3">
+ <div class="my-4 d-flex flex-column justify-content-center"
+ style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+ <img src="./assets/icons/education-black.png" class="img-responsive mb-3" height="48px"
+ width="48px">
+ <h5
+ style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+ Education
+ </h5>
+ <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+ A platform for
+ educational management</p>
+ </div>
+ </div>
+
+ <div class="col-lg-3">
+ <div class="my-4 d-flex flex-column justify-content-center"
+ style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+ <img src="./assets/icons/manufacturing-black.png" class="img-responsive mb-3" height="48px"
+ width="48px">
+ <h5
+ style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+ Manufacturing
+ </h5>
+ <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+ Plan, track and
+ schedule your operations</p>
+ </div>
+ </div>
+
+ <div class="col-lg-3">
+ <div class="my-4 d-flex flex-column justify-content-center"
+ style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+ <img src="./assets/icons/ecom-black.png" class="img-responsive mb-3" height="48px" width="48px">
+ <h5
+ style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+ E-commerce & Website
+ </h5>
+ <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+ Mobile
+ friendly,
+ awe-inspiring product pages</p>
+ </div>
+ </div>
+
+ <div class="col-lg-3">
+ <div class="my-4 d-flex flex-column justify-content-center"
+ style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+ <img src="./assets/icons/service-black.png" class="img-responsive mb-3" height="48px" width="48px">
+ <h5
+ style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+ Service Management
+ </h5>
+ <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+ Keep track of
+ services and invoice</p>
+ </div>
+ </div>
+
+ <div class="col-lg-3">
+ <div class="my-4 d-flex flex-column justify-content-center"
+ style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+ <img src="./assets/icons/restaurant-black.png" class="img-responsive mb-3" height="48px"
+ width="48px">
+ <h5
+ style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+ Restaurant
+ </h5>
+ <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+ Run your bar or
+ restaurant methodically</p>
+ </div>
+ </div>
+
+ <div class="col-lg-3">
+ <div class="my-4 d-flex flex-column justify-content-center"
+ style="background-color: #f6f8f9 !important; border-radius: 10px; padding: 2rem !important; height: 250px !important;">
+ <img src="./assets/icons/hotel-black.png" class="img-responsive mb-3" height="48px" width="48px">
+ <h5
+ style="font-family: Montserrat, sans-serif !important; color: #000 !important; font-weight: bold;">
+ Hotel Management
+ </h5>
+ <p style="font-family: Montserrat, sans-serif !important; font-size: 0.9rem !important;">
+ An
+ all-inclusive
+ hotel management application</p>
+ </div>
+ </div>
+
+ </div>
+ </section>
+
+ <!-- END OF END OF OUR INDUSTRIES -->
+
+ <!-- FOOTER -->
+ <!-- Footer Section -->
+ <section class="container" style="margin: 5rem auto 2rem;">
+ <div class="row" style="max-width:1540px;">
+ <div class="col-lg-12 d-flex flex-column justify-content-center align-items-center">
+ <h2 style="color: #212529 !important;">Need Help?</h2>
+ <hr
+ style="border: 3px solid #714B67 !important; background-color: #714B67 !important; width: 80px !important; margin-bottom: 2rem !important;" />
+ </div>
+ </div>
+
+ <!-- Contact Cards -->
+ <div class="row d-flex justify-content-center align-items-center"
+ style="max-width:1540px; margin: 0 auto 2rem auto;">
+
+ <div class="col-lg-12" style="padding: 0rem 3rem 2rem; border-radius: 10px; margin-right: 3rem; ">
+
+ <div class="row mt-4">
+ <div class="col-lg-4">
+ <a href="mailto:odoo@cybrosys.com" target="_blank" class="btn btn-block mb-2 deep_hover"
+ style="text-decoration: none; background-color: #4d4d4d; color: #FFF; border-radius: 4px;"><i
+ class="fa fa-envelope mr-2"></i>odoo@cybrosys.com</a>
+ </div>
+ <div class="col-lg-4">
+ <a href="https://api.whatsapp.com/send?phone=918606827707" target="_blank"
+ class="btn btn-block mb-2 deep_hover"
+ style="text-decoration: none; background-color: #25D366; color: #FFF; border-radius: 4px;"><i
+ class="fa fa-whatsapp mr-2"></i>WhatsApp</a>
+ </div>
+ <div class="col-lg-4">
+ <a href="mailto:info@cybrosys.com" target="_blank" class="btn btn-block deep_hover"
+ style="text-decoration: none; background-color: #4d4d4d; color: #FFF; border-radius: 4px;"><i
+ class="fa fa-envelope mr-2"></i>info@cybrosys.com</a>
+ </div>
+ </div>
+ </div>
+
+ </div>
+ <!-- End of Contact Cards -->
+ </section>
+ <!-- Footer -->
+ <section class="oe_container" style="padding: 2rem 3rem 1rem;">
+ <div class="row" style="max-width:1540px; margin: 0 auto; margin-right: 3rem; ">
+ <!-- Logo -->
+ <div class="col-lg-12 d-flex justify-content-center align-items-center" style="margin-top: 3rem;">
+ <img src="https://www.cybrosys.com/images/logo.png" width="200px" height="auto" />
+ </div>
+ <!-- End of Logo -->
+ <div class="col-lg-12">
+ <hr
+ style="margin-top: 3rem;background: linear-gradient(90deg, rgba(2,0,36,0) 0%, rgba(229,229,229,1) 33%, rgba(229,229,229,1) 58%, rgba(0,212,255,0) 100%); height: 2px; border-style: none;">
+ <!-- End of Footer Section -->
+ </div>
+ </div>
+ </section>
+ <!-- END OF FOOTER -->
+
+</div>
\ No newline at end of file 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 0000000..8a0d802 --- /dev/null +++ b/base_account_budget/views/account_analytic_account_views.xml @@ -0,0 +1,38 @@ +<?xml version="1.0" encoding="utf-8"?> +<odoo> + <record model="ir.ui.view" id="view_account_analytic_account_form_inherit_budget"> + <field name="name">account.analytic.account.form.inherit.budget</field> + <field name="model">account.analytic.account</field> + <field name="inherit_id" ref="analytic.view_account_analytic_account_form"/> + <field name="priority" eval="50"/> + <field name="arch" type="xml"> + <xpath expr="//group[@name='main']" position='after'> + <notebook groups="account.group_account_user"> + <page string="Budget Items"> + <field name="budget_line" widget="one2many_list" colspan="4" nolabel="1" mode="tree"> + <tree string="Budget Items" editable="top"> + <field name="budget_id"/> + <field name="general_budget_id"/> + <field name="date_from"/> + <field name="date_to"/> + <field name="paid_date"/> + <field name="planned_amount" widget="monetary"/> + <field name="practical_amount" sum="Practical Amount" widget="monetary"/> + <field name="theoretical_amount" sum="Theoretical Amount" widget="monetary"/> + <field name="percentage"/> + </tree> + <form string="Budget Items"> + <field name="budget_id"/> + <field name="general_budget_id"/> + <field name="date_from"/> + <field name="date_to"/> + <field name="paid_date"/> + <field name="planned_amount" widget="monetary"/> + </form> + </field> + </page> + </notebook> + </xpath> + </field> + </record> +</odoo>
\ 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 0000000..f55a1da --- /dev/null +++ b/base_account_budget/views/account_budget_views.xml @@ -0,0 +1,305 @@ +<?xml version="1.0" encoding="utf-8"?> +<odoo> + <record id="view_budget_post_search" model="ir.ui.view"> + <field name="name">account.budget.post.search</field> + <field name="model">account.budget.post</field> + <field name="arch" type="xml"> + <search string="Budgetary Position"> + <field name="name" filter_domain="[('name','ilike',self)]" string="Budgetary Position"/> + <field name="company_id" groups="base.group_multi_company"/> + </search> + </field> + </record> + + <record id="view_budget_post_tree" model="ir.ui.view"> + <field name="name">account.budget.post.tree</field> + <field name="model">account.budget.post</field> + <field name="arch" type="xml"> + <tree string="Budgetary Position"> + <field name="name"/> + <field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/> + </tree> + </field> + </record> + + <record id="open_budget_post_form" model="ir.actions.act_window"> + <field name="name">Budgetary Positions</field> + <field name="res_model">account.budget.post</field> + <field name="view_mode">tree,kanban,form</field> + <field name="view_id" ref="view_budget_post_tree"/> + <field name="search_view_id" ref="view_budget_post_search"/> + </record> + <menuitem action="open_budget_post_form" id="menu_budget_post_form" parent="account.account_management_menu" + sequence="5"/> + + + <record model="ir.ui.view" id="view_budget_post_form"> + <field name="name">account.budget.post.form</field> + <field name="model">account.budget.post</field> + <field name="arch" type="xml"> + <form string="Budgetary Position"> + <sheet> + <group col="4"> + <field name="name"/> + <field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/> + </group> + <notebook> + <page string="Accounts"> + <field name="account_ids"> + <tree> + <field name="code"/> + <field name="name"/> + </tree> + </field> + </page> + </notebook> + </sheet> + </form> + </field> + </record> + + <record model="ir.ui.view" id="crossovered_budget_view_form"> + <field name="name">budget.view.form</field> + <field name="model">budget.budget</field> + <field name="arch" type="xml"> + <form string="Budget"> + <header> + <button string="Confirm" name="action_budget_confirm" states="draft" type="object" + class="oe_highlight"/> + <button string="Approve" name="action_budget_validate" states="confirm" type="object" + class="oe_highlight"/> + <button string="Done" name="action_budget_done" states="validate" type="object" + class="oe_highlight"/> + <button string="Reset to Draft" name="action_budget_draft" states="cancel" type="object"/> + <button string="Cancel Budget" name="action_budget_cancel" states="confirm,validate" type="object"/> + <field name="state" widget="statusbar" statusbar_visible="draft,confirm"/> + </header> + <sheet string="Budget"> + <div class="oe_title"> + <label for="name" class="oe_edit_only"/> + <h1> + <field name="name" attrs="{'readonly':[('state','!=','draft')]}" placeholder="Budget Name"/> + </h1> + </div> + <group> + <group> + <field name="creating_user_id" attrs="{'readonly':[('state','!=','draft')]}"/> + </group> + <group> + <label for="date_from" string="Period"/> + <div> + <field name="date_from" placeholder="From" class="oe_inline" + attrs="{'readonly':[('state','!=','draft')]}"/> + - + <field name="date_to" placeholder="To" class="oe_inline" attrs="{'readonly':[('state','!=','draft')]}" + nolabel="1"/> + </div> + <field name="company_id" groups="base.group_multi_company" options="{'no_create': True}"/> + </group> + </group> + <notebook> + <page string="Budget Lines"> + <field name="budget_line" + context="{'default_date_from': date_from,'default_date_to': date_to}" colspan="4" + nolabel="1" attrs="{'readonly':[('state','!=','draft')]}"> + <tree string="Budget Lines"> + <field name="general_budget_id"/> + <field name="analytic_account_id" groups="analytic.group_analytic_accounting" + required="1"/> + <field name="date_from"/> + <field name="date_to"/> + <field name="paid_date" groups="base.group_no_one"/> + <field name="planned_amount" sum="Planned Amount" widget="monetary"/> + <field name="practical_amount" sum="Practical Amount" widget="monetary"/> + <field name="theoretical_amount" sum="Theoretical Amount" widget="monetary"/> + <field name="percentage"/> + </tree> + <form string="Budget Lines"> + <group> + <group> + <field name="general_budget_id"/> + <field name="planned_amount" widget="monetary"/> + <field name="analytic_account_id" + groups="analytic.group_analytic_accounting" required="1"/> + </group> + <group> + <label for="date_from" string="Period"/> + <div> + <field name="date_from" placeholder="From" class="oe_inline"/> + - + <field name="date_to" placeholder="To" class="oe_inline"/> + </div> + <field name="paid_date" groups="base.group_no_one"/> + <field name="company_id" options="{'no_create': True}" + groups="base.group_multi_company"/> + </group> + </group> + </form> + </field> + </page> + </notebook> + </sheet> + <div class="oe_chatter"> + <field name="message_follower_ids" widget="mail_followers" groups="base.group_user"/> + <field name="message_ids" widget="mail_thread"/> + </div> + </form> + </field> + </record> + + <record model="ir.ui.view" id="budget_budget_view_tree"> + <field name="name">budget.view.tree</field> + <field name="model">budget.budget</field> + <field name="arch" type="xml"> + <tree decoration-info="state == 'draft'" decoration-muted="state in ('done','cancel')" string="Budget"> + <field name="name" colspan="1"/> + <field name="date_from"/> + <field name="date_to"/> + <field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/> + <field name="creating_user_id"/> + <field name="state"/> + </tree> + </field> + </record> + + <record id="view_budget_kanban" model="ir.ui.view"> + <field name="name">budget.kanban</field> + <field name="model">budget.budget</field> + <field name="arch" type="xml"> + <kanban class="o_kanban_mobile"> + <field name="name"/> + <field name="date_from"/> + <field name="date_to"/> + <field name="creating_user_id"/> + <field name="state"/> + <templates> + <t t-name="kanban-box"> + <div t-attf-class="oe_kanban_global_click"> + <div class="row mb4"> + <div class="col-8"> + <strong> + <field name="name"/> + </strong> + </div> + <div class="col-4"> + <span class="float-right"> + <field name="state" widget="label_selection" + options="{'classes': {'draft': 'default', 'done': 'success'}}"/> + </span> + </div> + </div> + <div class="row"> + <div class="col-10"> + <i class="fa fa-clock-o"/> + <t t-esc="record.date_from.value"/>- + <t t-esc="record.date_to.value"/> + </div> + <div class="col-xs-2"> + <span class="float-right"> + <img alt="" t-att-src="kanban_image('res.users', 'image_small', record.creating_user_id.raw_value)" + t-att-title="record.creating_user_id.value" width="24" height="24" + class="oe_kanban_avatar float-right"/> + </span> + </div> + </div> + </div> + </t> + </templates> + </kanban> + </field> + </record> + + <record model="ir.actions.act_window" id="act_budget_view"> + <field name="name">Budgets</field> + <field name="res_model">budget.budget</field> + <field name="view_mode">tree,kanban,form</field> + <field name="view_id" ref="budget_budget_view_tree"/> + <field name="help" type="html"> + <p class="oe_view_nocontent_create"> + Click to create a new budget. + </p> + <p> + 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.) + </p> + <p> + 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. + </p> + </field> + </record> + <menuitem parent="account.menu_finance_entries_management" + id="menu_act_budget_view" + name="Budgets" + action="act_budget_view" sequence="60" + groups="account.group_account_user"/> + + <record id="view_budget_line_search" model="ir.ui.view"> + <field name="name">account.budget.line.search</field> + <field name="model">budget.lines</field> + <field name="arch" type="xml"> + <search string="Budget Lines"> + <field name="analytic_account_id"/> + </search> + </field> + </record> + + <record model="ir.ui.view" id="view_budget_line_tree"> + <field name="name">budget.line.tree</field> + <field name="model">budget.lines</field> + <field name="arch" type="xml"> + <tree string="Budget Lines"> + <field name="budget_id" invisible="1"/> + <field name="general_budget_id"/> + <field name="analytic_account_id" groups="analytic.group_analytic_accounting"/> + <field name="date_from"/> + <field name="date_to"/> + <field name="paid_date" groups="base.group_no_one"/> + <field name="planned_amount" widget="monetary"/> + <field name="practical_amount" widget="monetary"/> + <field name="theoretical_amount" widget="monetary"/> + <field name="percentage"/> + </tree> + </field> + </record> + <record model="ir.ui.view" id="view_budget_line_form"> + <field name="name">budget.line.form</field> + <field name="model">budget.lines</field> + <field name="arch" type="xml"> + <form string="Budget Lines"> + <sheet> + <group col="4"> + <field name="budget_id"/> + <field name="analytic_account_id"/> + <field name="general_budget_id"/> + <field name="date_from"/> + <field name="date_to"/> + <field name="paid_date"/> + <field name="planned_amount" widget="monetary"/> + <field name="practical_amount" widget="monetary"/> + <field name="theoretical_amount" widget="monetary"/> + <field name="percentage"/> + <field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/> + </group> + </sheet> + </form> + </field> + </record> + + <record model="ir.actions.act_window" id="act_budget_lines_view"> + <field name="name">Budgets</field> + <field name="res_model">budget.lines</field> + <field name="view_mode">tree,form</field> + <field name="view_id" ref="view_budget_line_tree"/> + </record> + + <menuitem parent="account.account_reports_management_menu" + id="menu_act_crossovered_budget_lines_view" + action="act_budget_lines_view" sequence="20"/> + +</odoo> |
