[11.0][ADD] account_move_budget

account_move_budget/README.rst

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+===================
+Account Move Budget
+===================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-financial-tools/tree/11.0/account_move_budget
+    :alt: OCA/account-financial-tools
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-financial-tools-11-0/account-financial-tools-11-0-account_move_budget
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/92/11.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+This module allows to define accounting budgets.
+
+These budgets can then be used in MIS Builder reports, as an alternate
+source.
+
+The difference between the MIS Builder Budget and this module is that
+this module defines budgets irrespective of the MIS Builder Template. The
+budget is thus agnostic of the reporting format.
+
+For example, the budgeted data can be used in a general Profit & Loss report
+and at the same time can be used in a department or project expenses report.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+[ This file is optional, it should explain how to configure
+  the module before using it; it is aimed at advanced users. ]
+
+To configure this module, you need to:
+
+#. Go to ...
+
+.. figure:: ../static/description/image.png
+   :alt: alternative description
+   :width: 600 px
+
+Usage
+=====
+
+In order to set up the budget items go to
+*Invoicing / Adviser / Accounting Entries / Account Move Budgets*.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_budget%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Eficent
+
+Contributors
+~~~~~~~~~~~~
+
+* Eficent Business and IT Consulting Services, S.L. (https://www.eficent.com)
+  * Hector Villarreal <hector.villarreal@eficent.com>
+  * Jordi Ballester Alomar <jordi.ballester@eficent.com>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/11.0/account_move_budget>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_move_budget/__init__.py

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+
+from . import models
+

account_move_budget/__manifest__.py

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+# Copyright 2019 Eficent Business and IT Consulting Services, S.L.
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Account Move Budget",
+    "summary": "Create Accounting Budgets",
+    "version": "11.0.1.0.0",
+    "category": "Accounting & Finance",
+    "website": "https://github.com/OCA/account-financial-tools",
+    "author": "Eficent, "
+              "Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "application": False,
+    "installable": True,
+    "depends": [
+        "account",
+        "date_range",
+    ],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/account_move_budget_line_views.xml",
+        "views/account_move_budget_views.xml",
+    ],
+}

account_move_budget/models/__init__.py

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+
+from . import account_move_budget
+from . import account_move_budget_line

account_move_budget/models/account_move_budget.py

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+# Copyright 2019 ACSONE SA/NV
+# Copyright 2019 Eficent Business and IT Consulting Services, S.L.
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import _, api, fields, models
+
+
+class AccountMoveBudget(models.Model):
+    _name = "account.move.budget"
+    _description = "Account Move Budget"
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+
+    @api.model
+    def _default_company(self):
+        return self.env['res.company']. \
+            _company_default_get('mis.budget')
+
+    name = fields.Char(
+        required=True,
+        track_visibility='onchange',
+    )
+    description = fields.Char(
+        track_visibility='onchange',
+    )
+    date_range_id = fields.Many2one(
+        comodel_name='date.range',
+        string='Date range',
+    )
+    date_from = fields.Date(
+        required=True,
+        string='From',
+        track_visibility='onchange',
+    )
+    date_to = fields.Date(
+        required=True,
+        string='To',
+        track_visibility='onchange',
+    )
+    state = fields.Selection(
+        [('draft', 'Draft'),
+         ('confirmed', 'Confirmed'),
+         ('cancelled', 'Cancelled')],
+        required=True,
+        default='draft',
+        track_visibility='onchange',
+    )
+    line_ids = fields.One2many(
+        comodel_name='account.move.budget.line',
+        inverse_name='budget_id',
+        copy=True,
+    )
+    company_id = fields.Many2one(
+        comodel_name='res.company',
+        string='Company',
+        default=_default_company,
+    )
+
+    @api.multi
+    def copy(self, default=None):
+        self.ensure_one()
+        if default is None:
+            default = {}
+        if 'name' not in default:
+            default['name'] = _("%s (copy)") % self.name
+        return super(AccountMoveBudget, self).copy(default=default)
+
+    @api.onchange('date_range_id')
+    def _onchange_date_range(self):
+        for rec in self:
+            if rec.date_range_id:
+                rec.date_from = rec.date_range_id.date_start
+                rec.date_to = rec.date_range_id.date_end
+
+    @api.onchange('date_from', 'date_to')
+    def _onchange_dates(self):
+        for rec in self:
+            if rec.date_range_id:
+                if rec.date_from != rec.date_range_id.date_start or \
+                        rec.date_to != rec.date_range_id.date_end:
+                    rec.date_range_id = False
+
+    @api.multi
+    def action_draft(self):
+        for rec in self:
+            rec.state = 'draft'
+
+    @api.multi
+    def action_cancel(self):
+        for rec in self:
+            rec.state = 'cancelled'
+
+    @api.multi
+    def action_confirm(self):
+        for rec in self:
+            rec.state = 'confirmed'

account_move_budget/models/account_move_budget_line.py

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+# Copyright 2019 Eficent Business and IT Consulting Services, S.L.
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class AccountMoveBudgetLine(models.Model):
+    _name = "account.move.budget.line"
+    _description = "Account Move Budget Line"
+    _order = "date desc, id desc"
+
+    budget_id = fields.Many2one(
+        comodel_name='account.move.budget',
+        string="Budget",
+        required=True,
+        ondelete='cascade',
+        index=True,
+    )
+    name = fields.Char(string="Label")
+    debit = fields.Monetary(
+        default=0.0,
+        currency_field='company_currency_id',
+    )
+    credit = fields.Monetary(
+        default=0.0,
+        currency_field='company_currency_id'
+    )
+    balance = fields.Monetary(
+        compute='_compute_store_balance',
+        store=True,
+        currency_field='company_currency_id',
+        help="Technical field holding the debit - "
+             "credit in order to open meaningful "
+             "graph views from reports",
+    )
+    company_currency_id = fields.Many2one(
+        'res.currency',
+        related='company_id.currency_id',
+        string="Company Currency",
+        readonly=True,
+        help='Utility field to express amount currency',
+        store=True,
+    )
+    account_id = fields.Many2one(
+        'account.account',
+        string='Account',
+        required=True,
+        index=True,
+        ondelete="cascade",
+        domain=[('deprecated', '=', False)],
+        default=lambda self: self._context.get('account_id', False),
+    )
+    date = fields.Date(
+        string='Date',
+        index=True,
+        required=True,
+    )
+    analytic_account_id = fields.Many2one(
+        'account.analytic.account',
+        string='Analytic Account',
+    )
+    company_id = fields.Many2one(
+        'res.company',
+        related='account_id.company_id',
+        string='Company',
+        store=True,
+        readonly=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Partner',
+        ondelete='restrict',
+    )
+
+    @api.depends('debit', 'credit')
+    def _compute_store_balance(self):
+        for line in self:
+            line.balance = line.debit - line.credit
+
+    @api.constrains('date')
+    def _constraint_date(self):
+        for rec in self:
+            if rec.budget_id.date_from > rec.date or \
+                    rec.budget_id.date_to < rec.date:
+                raise ValidationError(_('The date must be within the '
+                                        'budget period.'))

account_move_budget/readme/CONTRIBUTORS.rst

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+* Eficent Business and IT Consulting Services, S.L. (https://www.eficent.com)
+  * Hector Villarreal <hector.villarreal@eficent.com>
+  * Jordi Ballester Alomar <jordi.ballester@eficent.com>

account_move_budget/readme/DESCRIPTION.rst

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+This module allows to define accounting budgets.
+
+These budgets can then be used in MIS Builder reports, as an alternate
+source.
+
+The difference between the MIS Builder Budget and this module is that
+this module defines budgets irrespective of the MIS Builder Template. The
+budget is thus agnostic of the reporting format.
+
+For example, the budgeted data can be used in a general Profit & Loss report
+and at the same time can be used in a department or project expenses report.

account_move_budget/readme/USAGE.rst

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+In order to set up the budget items go to
+*Invoicing / Adviser / Accounting Entries / Account Move Budgets*.

account_move_budget/security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_account_move_budget,access_account_move_budget,model_account_move_budget,account.group_account_user,1,0,0,0
+access_account_move_budget_manager,access_account_move_budget_manager,model_account_move_budget,account.group_account_manager,1,1,1,1
+access_account_move_budget_line,access_account_move_budget_line,model_account_move_budget_line,account.group_account_user,1,0,0,0
+access_account_move_budget_line_manager,access_account_move_budget_line_manager,model_account_move_budget_line,account.group_account_manager,1,1,1,1