From 1ca3b3df3421961caec3b747a364071c80f5c7da Mon Sep 17 00:00:00 2001 From: stephanchrst Date: Tue, 10 May 2022 17:14:58 +0700 Subject: initial commit --- base_account_budget/README.rst | 42 ++ base_account_budget/__init__.py | 22 + base_account_budget/__manifest__.py | 63 +++ base_account_budget/doc/RELEASE_NOTES.md | 11 + base_account_budget/models/__init__.py | 24 + .../models/account_analytic_account.py | 28 + base_account_budget/models/account_budget.py | 188 +++++++ .../security/account_budget_security.xml | 30 + base_account_budget/security/ir.model.access.csv | 7 + .../static/description/assets/icons/check.png | Bin 0 -> 3676 bytes .../static/description/assets/icons/chevron.png | Bin 0 -> 310 bytes .../static/description/assets/icons/cogs.png | Bin 0 -> 1377 bytes .../description/assets/icons/consultation.png | Bin 0 -> 1458 bytes .../static/description/assets/icons/ecom-black.png | Bin 0 -> 576 bytes .../description/assets/icons/education-black.png | Bin 0 -> 733 bytes 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base_account_budget/views/account_analytic_account_views.xml create mode 100644 base_account_budget/views/account_budget_views.xml (limited to 'base_account_budget') 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 `__ + +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: ``__ + 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() +# 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 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() +# 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 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 + +#### 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() +# 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 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() +# 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 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() +# 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 = 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 @@ + + + + + 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 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 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a/base_account_budget/static/description/index.html b/base_account_budget/static/description/index.html new file mode 100644 index 0000000..81636ad --- /dev/null +++ b/base_account_budget/static/description/index.html @@ -0,0 +1,622 @@ +
+
+
+

+ Odoo 14 Budget Management

+

+ Budget Management in Odoo 14 Community Edition +

+ +
+
+ +
+
+

+ Explore this module +

+
+
+ +
+
+

+ Overview

+

+ Learn more about this module

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

+ Features

+

+ View features of this module

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

+ Screenshots

+

+ See key screenshots of this module

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

+ 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. +

+ +
+
+ +
+
+

+ Features +

+
+ +
+
+ +
+
+

+ Odoo 14 Community Edition Support

+

+ Budget management system in Odoo 14 Community Edition.

+
+
+ +
+
+ +
+
+

+ Budgetary Positions

+

+ Create and manage Budgetary Positions.

+
+
+ + +
+
+ +
+
+

+ Manage with Analytic Accounts

+

+ Manage budgets with analytic accounts.

+
+
+ +
+
+ +
+
+

+ Budgetary Planning with Planned Amount

+

+ Budgetary planning with planned amount on each Analytic Account.

+
+
+ +
+
+ +
+
+

+ Budgetary Reports

+

+ Budgetary reports are also available.

+
+
+ +
+ +
+
+

+ Screenshots +

+
+ +
+

+ Creating Budget

+

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

+ +
+ +
+

+ Set Analytic Account by Project Managers

+

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

+ +
+ + +
+

+ Create Budgetary Positions

+

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

+ +
+ +
+

+ Budget report

+

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

+ +
+ +
+ + +
+
+

Suggested Products

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

Our Services

+
+
+ +
+
+ +
+
+ Odoo + Customization
+
+ +
+
+ +
+
+ Odoo + Implementation
+
+ +
+
+ +
+
+ Odoo + Support
+
+ + +
+
+ +
+
+ Hire + Odoo + Developer
+
+ +
+
+ +
+
+ Odoo + Integration
+
+ +
+
+ +
+
+ Odoo + Migration
+
+ + +
+
+ +
+
+ Odoo + Consultancy
+
+ +
+
+ +
+
+ Odoo + Implementation
+
+ +
+
+ +
+
+ Odoo + Licensing Consultancy
+
+
+
+ + + +
+
+
+

Our Industries

+
+
+ +
+
+ +
+ Trading +
+

+ Easily procure + and + sell your products

+
+
+ +
+
+ +
+ POS +
+

+ Easy + configuration + and convivial experience

+
+
+ +
+
+ +
+ Education +
+

+ A platform for + educational management

+
+
+ +
+
+ +
+ Manufacturing +
+

+ Plan, track and + schedule your operations

+
+
+ +
+
+ +
+ E-commerce & Website +
+

+ Mobile + friendly, + awe-inspiring product pages

+
+
+ +
+
+ +
+ Service Management +
+

+ Keep track of + services and invoice

+
+
+ +
+
+ +
+ Restaurant +
+

+ Run your bar or + restaurant methodically

+
+
+ +
+
+ +
+ Hotel Management +
+

+ An + all-inclusive + hotel management application

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

Need Help?

+
+
+
+ + +
+ +
+ +
+
+ odoo@cybrosys.com +
+
+ WhatsApp +
+
+ info@cybrosys.com +
+
+
+ +
+ +
+ +
+
+ +
+ +
+ +
+
+ +
+
+
+ + +
\ 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 @@ + + + + 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 0000000..f55a1da --- /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 + + + + + + -- cgit v1.2.3