[12.0][ADD] budgeting related features/addons

[kittiu]

To answer following goal in budgeting related feature with mis_builder, I would like to try adding modules and gathering some feedback.

Goals

1. Budget Commitment: PR/PO/EX and SO to have accounting budget commitment. I.e., PR-PO-INV, budget will commit when document is confirmed, and reversed commit when passed to next document.
2. Budget Control: Ability to lock document when the commit/actual of any document will result in budget balance < 0.0
3. Budget Chartfield: Chartfield means, Costcenter/Project, which is analytic_account in Odoo. We want extend 1 and 2 to allowing operate at Costcenter/Project level.
4. Budget Planning: As a new budget planning document, for a user in a costcenter to easily fill in a fiscal year budget for his/her business unit. And once confirmed, system to auto create mis report instances as we know about in order to control budget as refer to 1, 2, 3.

Goal 1: Budget Commitment

This one can be quite easy, by adding a new table to log all the commitment, i.e., budget.commit. I am looking into create followings addons one for each type of document.

• purchase_budget_commit
• expense_budget_commit
• purchase_request_budget_commit

Goal 2: Budget Control

This part will deal with calling available mis_builder's API to find out available budget, and give warning.

• invoice_budget_control -- I.e., allow user to set to control on invoice, and lock budget on validate invoice.
• purchase_budget_control
• expense_budget_control
• purchase_request_budget_control

Goal 3: Budget Chartfield:

TBD

Goal 4: Budget Planning:

TBD

[sbidoul]

Hi @kittiu, I would suggest to move this discussion to https://github.com/oca/account-budgeting.

[kittiu]

moved OCA/account-budgeting#27